Title: Update from ERCOT Retail
1 Update from ERCOT Retail Market Services to
RMS September 26, 2003
2Retail Market Update
- Topics
- Data Variance / Data Archive
- FasTrak D2D / DEV Update
- Pre-TX SET 1.5 Clean up Progress Report
- SCR 727 Training Announcement
- Recent Data Loading Improvements
- V1.6 Coordination Team Update
- Texas Market Link (PRP Phase 1) Update
- Move-In /Move-Out Market Solution to Stacking
(V2.0) - Customer Protection Period 814.08 Issue
- Flight 0703 Completion
- Flight 1003 Status Report
3SCR 727 Extract Update
4Proposed Timeline for Extract, Variances,
True-Ups
Extracts
10/1/03 Clear all old extracts from Portal
9/26/03 Post last old daily extract
10/7/03 New daily extracts
10/6/03 New extracts available
Variances
10/1/03 Stop old variance process
10/10/03 Complete existing variances w/ answers
Close remaining
12/7/03 Deadline to file variances for 1/1/03
True-Up
10/13/03 Begin filing new variances Change
prioritization on variance work
Settlements
2/7/04 Begin True-Up runs for 2003
10/1/03 Resettlement of 2003 dates beginning with
selected June dates
5Proposed Timeline LSE Variances
LSE Variances
6Proposed Timeline NIDR Usage Variances
NIDR Usage Variances
7Proposed Timeline IDR Usage Variances
8Proposed Timeline Service History ESI ID
Characteristics Variances
9ERCOT Proposed Changes
- Require 60 Calendar Days for complete resolution
to all issues - Prioritization
- Work Issues according to submission date
- Issues should be submitted in chronological order
for True-Up Settlements - Allow usage variances only if the variance
involves an ADU change of at least ?? kWh
10FasTrak Issue Status
- Day-to-Day
- Data Extract Variances (DEV)
11FasTrak 2003 Day to DayIssue Stats (as of
09-23-2003)
- Of the 321 In Progress with ERCOT, 166 are
resolved and awaiting other party resolution
check off - Total ESI IDs worked to date since January 1,
2003 227,818
- Of the 1,771 New and In Progress with Non- ERCOT,
24 are for the year 2002 - Number of ESI IDs not tracked
12FasTrak Data Extract VarianceIssue Stats (as of
09-23-2003)
13Pre TX Set 1.5 Data Clean Up
- Directive from RMS 07-17-03 Meeting
- Pre TX SET 1.5 Status Report
- Ongoing Transaction Clean-up Process
14Pre-TX Set 1.5 Data Cleanup
- Background
- ERCOT identified In Review, Scheduled and
Canceled with Exception with Meter Reads that
were not completed from early 2002 to April 11,
2003. - RMS Vote, July 17th, 2003
- Recommend RMS direct ERCOT to completely
clean-up by August 13th, 2003 the Pre-Tx Set 1.5
In Review, Scheduled and Cancel With Exception
that have been identified and sent to the market
participants which should include cancels with CR
approvals. ERCOT will provide at August RMS full
statistics involving market participants broken
down per issue type. ERCOT is directed that if
the TDSP provides file names, ERCOT will locate
and re-process if it is a valid transaction. RMS
directs the TDSPs and CRs to provide transactions
or information necessary to achieve the
completion of the data clean-up.
15Pre-TX Set 1.5 Data Cleanup
16Ongoing Transaction Data Clean-up
- Clean-up Process Steps
- a) ERCOT runs the query monthly and defines the
Action Items needed (The first run will have a
few months data). - In-Review with Meter Read Notify TDSP and
request 814_04 then completing transaction. - Scheduled with Meter read but not associated to
BPI Notify TDSP and request completing
transaction. - Scheduled No Meter Read Notify TDSP and request
867 completing transaction. - CWE with Meter Read Notify TDSP and find out if
they thought the transaction had completed. If
so take corrective action. - b) ERCOT distributes the lists to MP who owe the
follow-up action. - c) MP Responds and ERCOT coordinates the clean-up
activities. - d) ERCOT to report Monthly to RMS.
17SCR 727 Training Announcement
18SCR 727 Training 9/29-9/30
- WHAT is the SCR 727 Training?
- Overview of the 727 Process
- Understanding ERCOT data flow
- Loading the SCR 727 DDL
- Understanding the data within the extract
- Logging Data Extract Variance (DEV) issues using
the FasTrak tool - ERCOTs policies and procedures for working DEV
issues
19SCR 727 Training 9/29-9/30
- WHO is the Intended Audience?
- The SCR 727 Training was developed for
- CRs, TDSPs, and NOIEs utilizing or planning to
utilize the SCR 727 Extract - Both technical and business individuals who are
or will be working with the 727 data for your
entity - 100 RSVPs from 23 CRs, 6 TDSPs, 2 Service
Providers and ERCOT
20SCR 727 Training 9/29-9/30
- WHEN is the SCR 727 Training?
- A two-day SCR 727 Training will be held
- Monday, September 29, 2003 10am 5pm
- Tuesday, September 30, 2003 830am- 5pm
- Williamson County Convention Center
- Wingate Hotel - Round Rock
- (Note Location Change)
21Data Loading ImprovementsPR-30125 Update
22PR-30125 Data Loading Improvements
- August 6, 2003 Implementation
- Positive response to MRE for both IDR NIDR
usage - Error response for IDR data submitted that is not
for whole days (must start at 000000 and end at
235959) - Error response for IDR data submitted for any
ERCOT-read meter - Error response for extreme usage (Average Daily
Usage gt 49,998 kWh) - Error response for NIDR data that covers more
than 6 months
23PR-30125 Data Loading Improvements
- September 3, 2003 Implementation
- Allow usage to span multiple service history rows
except in three cases - MRE change
- Profile change
- Rep change
- Error response provided when IDR data is
submitted but not channel/recorder set up for the
ESI ID.
24PR-30125 Data Loading Improvements
- September 17, 2003 Implementation
- Response files provided to CRs for usage loading
into Lodestar (provided to CR indicated in the
forwarding DUNS field of the 867_03) - Allow duplicate Transaction IDs for IDR data sent
via 867_03s
25PR-30125 Data Loading Improvements
- Upcoming implementations (November)
- 814_20 processing improvements to allow 814_20
changes to load regardless of whether it
coincides with usage except for certain changes - MRE changes
- Profile code changes
- REP changes
- 814_20 retire will reject unless the account is
de-energized in both Siebel Lodestar
26Texas Set V.1.6 Implementation Update
Update to RMSPresented by Dave Odle
27Background InformationTX SET Version1.6
- Implementation of functionality to support
automated portions of Competitive Meter Ownership - Define and set expectations on identified manual
processes for Competitive Meter Ownership - Clarifications on payment and remittance
processes as defined by the 810/820 workshop
28Background on Requirements
Texas Set V1.6 Functional Requirements
- CC 427 Meter level segments NOT USED for
unmetered services - CC 458 REF1P NOT USED by the CR on the
814_13 - CC 462 - One to One suspension and
cancellation of delivery services - CC 469 - Reject Code FRB to be used by all
MPs (Not just MCTDSPs) - CC 511 - Removal of special characters from
PER.04 PER.06 - CC 512 Meter Ownership credit on the invoice
- CC 513 New segment to maintain ESI ID showing
meter ownership - CC 533 Dependency DTMMRR, DC003 code,
BGN.08 on the 650_02 - CC 552 Clarification of CC 513 on when it is
used - Manual Competitive meter manual processes
29Background - Categories for Version 1.6
30Implementation Plan
- Flight Testing to begin 10/13/03
- V1.6 Must be implemented by all MPs by 12/20/03
31Project Timeline for Texas Set 1.6
12/20/03
6/10
7/14
8/15
9/12
10/10
Planning
Detail Design
Construction
System Test
Market Test
Contingency Migration date is 1/3/04
32Current Market Status
ESG ACN Energy, Ampro Energy, Andeler, ANP Power Direct, BP Energy, Cirro Group, Coral Power, Solutions, Coral Power LLC, Dynegy, Exelon Power Team, Exxon Mobile Power Gas, mPower, Strategic, Sempra Energy Solutions, Tara Energy, Tractebel Energy Marketing, UBS Warburg, NUECES (MC TDSP), SAN Patricio (MC TDSP)
ADS Republic, Calpine, Entergy Solutions, GEXA, Entergy Gulf States
Systrends APS Energy Services, Occidental Power Marketing, Tenaska Power Services, Texas Commercial Energy TDSPS PEC IOU TDSP, PEC Muni Coop, Sharyland Utilities
EC Power AEP Energy Services, Just Energy, Utility Choice Electric, Creed Power Services, VarTec Energy, Energy America Multi-family, Mutual Energy, Hino, Proviron Energy Limited, Alliance Energy, Direct Energy
Logica AEP TDSP
33ERCOT Portal Replacement Project
Update to RMSPresented by Dave Odle
34OverviewPhase 1 Scope
- Phase 1 will address stability and reliability
issues associated with the performance of the
current ERCOT portal along with some "look and
feel" changes to the portal. - Phase 1 will also include a new "My Page"
functionality that allows market participants to
create a customized page on the Texas Market Link
consisting of links to their most frequently used
functions. While delivering a new look to the
ERCOT portal along with improved navigation and
performance, existing portal users are expected
to make a seamless migration to the Texas Market
Link. - This phase of the Texas Market Link project is
scheduled to be released to production on Sunday,
October 5th, 2003.
35OverviewExample of Current Portal Page
36OverviewExample of New Portal Page
37OverviewPhase 1 Scope
- A two week testing period with Market Participant
volunteers for phase 1 has just concluded. The
purpose of this testing was to test the changes
as well as ensure that current functionality is
operational. - ERCOT Client Services (Wholesale and Retail
combined) will be hosting two orientation
sessions via web-cast conference calls. - Tuesday, September 30th.
- Wednesday October 1st.
- Contact your Retail Account Manager if you need
the call in information.
38Phase 2 Update
- Phase 2 is on schedule with requirements
gathering and initial design - The on-site requirements gathering sessions have
concluded - ERCOT is in the process of consolidating
requirements, building cost estimates, and
solidifying timelines. - Next Steps
- Market Meeting to be held on 10/2 for
requirements solidification - ERCOT business to have final requirements to I.T.
by 11/1.
39Flight 0703 Completion
40Flight 0703 Completion
- Congrats the Market completed
- AHEAD OF SCHEDULE.
- Original deadline was 9/5, complete by 8/22.
41Flight 1003 Status Report
42Flight 1003 Status Report
- Number of testing participants
- 61 Market Participant systems (total of 75
different DUNS that the market conducts business
under) - 4 NEW Competitive Retailers
- Progress
- Connectivity started on time 9/17 due to
complete by October 1 - Frame 1 due to start 10/13
- A total of 3 frames for testing
- Flight scheduled to conclude 12/05
43Flight 1003 Status Report
- To support Competitive Metering testing
- ERCOT is working to get answers from last of TDSP
where meter credit will be (account loop or rate
loop). ERCOT will add the information in the
expected results of the scripts - COMET guide / forms / contacts work with COMET
team to get information posted to the web for
flight - ERCOT will host a conference call with the
testers to walk through what is expected for the
two Competitive Metering Scripts prior to Frame 1
transactions.
44Questions ?