Market Readiness Scorecard: Summary Findings

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Market Readiness Scorecard Summary Findings
Cheryl Moseley Business Rules and Contracts
Manager April 6, 2001
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Readiness Scorecards

• Readiness Scorecards are issued on a weekly basis
• Scorecards issued to MP project managers
• Scorecard areas for todays report
• Registration Agreements (All)..
• Data Conversion (TDSPs)
• Generation Asset Data Forms (Resources)
• ERCOT-Polled Metering Proposals (TDSPs)
• NOIE meter point Registration (TDSPs)...
• EDI Testing (CRs and TDSPs)..
• EDI Systems (TDSPs).
• TDSP as LSE issues (IOU TDSPs)
• Private WAN Connection (QSEs and TSPs).
• Market Operations Interface, API (QSEs).
• Market Operations Interface, Portal (QSEs).
• Real Time Communications RTU/ICCP

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Registration and Agreements

• 319 Market Participation Applications Received
• 36 QSEs (30 expect to be in pilot)
• 102 LSEs (12 REPs expect to be in pilot)
• 120 TDSPs
• 61 Resource entities

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Registration and Agreements

• Issues
• TDSPs 9 Munis and Coops have not registered
• LSEs 6 of 102 applications pending
  identification of a QSE
• All CRs participating in pilot have QSEs
  designated
• Resources 7 of 61 applications pending
  identification of a QSE
• Action Plan
• ERCOT contacting all unregistered Munis and Coops
  
• LSEs and Resources understand the need to
  identify QSE under negotiations
• Requested PUCT serves approved Protocols to all
  affected parties

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Generation Asset Data Forms
550 Units connected to ERCOT Grid
286
264
Action Items ERCOT contacting Resource
Entities ERCOT validating forms received
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Metering Design Proposal Status
ERCOTs network model contains 443 active units
As of 04-05-2001
124
109
86
124
Action Items ERCOT contacting TDSPs ERCOT
working with TDSPs to approve pending proposals
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NOIE Meter Point Registration Status
110 Munis and Coops Identified
As of 04-05-2001
NOIE Registration
No NOIE Registration
101
9
Received
8
92
Action Items ERCOT contacting missing
NOIEs ERCOT validating forms received
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EDI Testing

• Issues
• End to End testing was delayed from 3/26 to 4/2
• ERCOT and MPs are having difficulty completing
  testing frames within the 3 day turnaround.
  Currently frames are taking 5 days
• NOIE meter data submission test plan completed.
  Testing for meter data submission will begin on
  4/16
• Action Plan
• TTPT ITPTA will review timeline and may move to
  7 days a week rather than 5

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EDI Systems (TDSPs)

• Issues
• TDSPs have informed ERCOT that they would not
  build systems to interface via EDI for the 95 of
  non-pilot accounts
• TDSPs did not build EDI systems to respond as
  old CR for the 5
• Action Plan
• ERCOT and TDSPs have agreed upon a workaround
• ERCOT has prepared a system change request to be
  implemented on July 31st
• Workaround will perform data repair on true-up
  systems and reconcileUFE created from April (end
  of data conversion) until July

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Private WAN Connection

• Issues
• Frame Relay
• QSEs 16 of 21 QSEs that need frame relay
  circuits have completed installation and testing
• ERCOT completed installation at 3 of the
  remaining 5. QSEs need to complete construction
  at their site
• The remaining 2 may not need WAN for beginning of
  pilot
• Point to Point
• 10 of 24 QSEs that need point to point circuits
  have completed installation and testing
• ERCOT completed installation on 9 of the
  remaining 14 QSEs
• TDSPs ERCOT completed frame relay circuit
  installations at all TSPs. 5 TSPs need to
  complete their site installations for
  connectivity tests to proceed
• Action Plan
• Client site installation issues have been
  escalated to project managers

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Market Operations Interface (API)

• Issues
• Connectivity Tests
• All 21 QSEs (out of 21 who are qualifying using
  programmatic interface) have completed XML
  connectivity tests
• Functional Tests
• All 21 QSEs have completed XML functional tests
• This was a critical mock market entry criteria
• Last QSE has passed majority of test
• Last phase of functional qualification will
  continue into the mock market
• Action Plan
• Will monitor performance during the first two
  weeks of mock market to complete qualification

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Market Operations Interface (Portal)

• Issues
• Functional test on the portal was unable to be
  performed due to connectivity issues with test
  environment
• 8 QSEs will use portal only during mock market
  and beginning of pilot (none will represent
  generation)
• Action Plan
• Functional qualification will be performed in
  parallel with first two weeks of mock market
• ERCOT has made a training environment available
  for participants

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Real Time Communications (ICCP/RTU)

• Issues
• Technical Testing with QSE systems for RTU and
  ICCP has started
• Resource specific testing will require data
  submission from all generation units for each QSE
  
• Data from many generation units in network model
  is missing as QSEs finalize relationships with
  resource owners who need to submit data forms
• Action Plan
• ERCOT is working with resource owners to expedite
  submission of data forms

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Questions?