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1
Update from ERCOT Retail
Market Services
to RMS
September 26, 2003
2
Retail 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
3
SCR 727 Extract Update
4
Proposed Timeline for Extract, Variances, True-Ups
Extracts
10/1/03Clear all “old” extracts from Portal
9/26/03Post last “old” daily extract
10/6/03“New” extracts available
10/7/03“New” daily extracts
10/1/03Stop “old” variance process
2/7/04Begin True-Up runs for 2003
10/10/03Complete existing variances w/ answers; Close remaining
12/7/03 Deadline to file variances for 1/1/03 True-Up
Variances
Settlements
10/1/03Resettlement of 2003 dates beginning with selected June dates
10/13/03 Begin filing new variances;Change prioritization on variance work
5
Proposed Timeline LSE Variances
LSE Variances
Submit Variance at least 60 days prior to scheduled resettlement
ERCOT initial validation and analysis completed
ERCOT:• Takes corrective action and/or• Performs Turnaround with MPs • Responds to submitter
TDSP/CR Initial Response
10 Business Days
60 Calendar Days
14 Business Days
Issues to Consider:
• It is possible that the initial response from the TDSP/CR requires a turnaround to the initiator of the issue.
Settlement takes place
6
Proposed Timeline NIDR Usage Variances
NIDR Usage Variances
Submit Variance at least 60 days prior to scheduled resettlement
TDSP validation and analysis completed; Response provided to submitting party
TDSP to send transactions if necessary
45 Calendar Days
60 Calendar Days
15 Calendar DaysSettlement takes place
Issues to Consider:
• Depending on the resolution of the variance, the TDSP may have to submit transactions.• ERCOT will work with TDSP to resolve any transaction issues to fix variances
7
Proposed Timeline IDR Usage Variances
Submit Variance at least 60 days prior to scheduled resettlement
TDSP validation and analysis completed; Response provided to submitting party
IDR Usage Variances
TDSP to send transactions if necessary
45 Calendar Days
60 Calendar Days
15 Calendar DaysSettlement takes place
Issues to Consider:
• Depending on the resolution of the variance, the TDSP may have to submit transactions.• ERCOT will work with TDSP to resolve any transaction issues to fix variances
8
Proposed Timeline Service History ESI ID Characteristics Variances
Submit Variance at least 60 days prior to scheduled resettlement
TDSP validation and analysis completed; Response provided to submitting party
ESI ID Characteristics
TDSP to send transactions if necessary
45 Calendar Days
60 Calendar Days
15 Calendar DaysSettlement takes place
Issues to Consider:
• Depending on the resolution of the variance, the TDSP may have to submit transactions.• ERCOT will work with TDSP to resolve any transaction issues to fix variances
Submit Variance at least 60 days prior to scheduled resettlement
ERCOT validation and analysis completed
TDSP to send transactions if necessary
10 Calendar Days 15 Calendar DaysSettlement takes place
ESI ID Existence
9
ERCOT 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
10
FasTrak Issue Status• Day-to-Day• Data Extract Variances (DEV)
11
FasTrak 2003 “Day to Day”Issue 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
STATUSIssueCount
Issues as a% of Total
New 28 0.28%
In Progress (ERCOT) 321 3.19%
In Progress (w/TDSP) 150 1.49%
In Progress (w/CR) 56 0.56%
Resolved 8,909 88.49%
Rejected 604 6.00%
Total 10,068
IssueCount
Issues as a% of Total
New 737 24.13%
In Progress 1,034 33.86%
Resolved 1,233 40.37%
Rejected 50 1.64%
Total 3,054
Non-ERCOT
ERCOT
• Of the 1,771 New and In Progress with Non- ERCOT, 24 are for the year 2002
• Number of ESI IDs not tracked
12
FasTrak Data Extract VarianceIssue Stats (as of 09-23-2003)
STATUSService History Usage
TotalIssues
Issues% of Total
New 21 0 21 1.34%
In Progress (ERCOT) 546 0 546 34.82%
In Progress (w/TDSP) 130 0 130 8.29%
In Progress (w/CR) 72 0 72 4.59%
Resolved 149 1 150 9.57%
Rejected 622 27 649 41.39%
Total 1,540 28 1,568
Service History Usage
TotalIssues
Issues% of Total
New 16 18 34 1.41%
In Progress 612 916 1,528 63.40%
Resolved 253 284 537 22.28%
Rejected 102 209 311 12.90%
Total 983 1,427 2,410
Non-ERCOT (CR to TDSP)
ERCOT
13
Pre 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
14
Pre-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.
15
Pre-TX Set 1.5 Data Cleanup
Mar-03 Jun-03 Jul-03 Aug-03 Sep-03
In Review AEP - - 0 0 0
CNP - - 0 0 0
Oncor - - 6 0 0
TNMP - - 6 0 0
Total 16,188 207 12 0 0
Scheduled AEP - - 2,953 1,883 57
no completing CNP - - 1,215 530 93
meter read Oncor - - 991 2,039 1,413
TNMP - - 994 2,186 418
Shrylnd - - - 8 -
Total 23,030 11,038 6,153 6,638 1,981
CWE AEP - - 31 31 0
w/ Meter Data CNP - - 694 697 620
Oncor - - 624 624 4,365
Identified as TNMP - - NR NR 260"Need to Complete" Total Na 1,618 1,349 1,352 5,245
16
Ongoing 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.
17
SCR 727 Training Announcement
September 29-30, 2003
18
SCR 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• ERCOT’s policies and procedures for working DEV
issues
19
SCR 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
20
SCR 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 8:30am- 5pm
Williamson County Convention Center
Wingate Hotel - Round Rock
(Note: Location Change)
21
Data Loading ImprovementsPR-30125 Update
22
PR-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 00:00:00 and end at 23:59:59)
– Error response for IDR data submitted for any ERCOT-read meter– Error response for extreme usage (Average Daily Usage > 49,998 kWh)
– Error response for NIDR data that covers more than 6 months
23
PR-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.
24
PR-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
25
PR-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
26
Update to RMSPresented by Dave Odle
Texas Set V.1.6 Implementation Update
27
Background 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
28
• CC 427 – Meter level segments NOT USED for unmetered services
• CC 458 – REF~1P 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 DTM~MRR, “DC003” code, & BGN.08 on the 650_02
• CC 552 – Clarification of CC 513 on when it is used
• Manual – Competitive meter manual processes
• CC 427 – Meter level segments NOT USED for unmetered services
• CC 458 – REF~1P 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 DTM~MRR, “DC003” code, & BGN.08 on the 650_02
• CC 552 – Clarification of CC 513 on when it is used
• Manual – Competitive meter manual processes
Texas Set V1.6 Functional Requirements
Background on Requirements
29
Background - Categories for Version 1.6
CC 427CC 458CC 462CC 469CC 511CC 512CC 513CC 533CC 552
Group 1
Functional Changes
Group 2
Implementation Guide Changes
Have been delivered by COMET
Group 3
Manual Processes identified by the
COMET working group
Rules clarified in the 810/820Workshop. This is not new functionality, But may be included in Flight1003
Group 4
810/820 rules
CC 386CC 442CC 445CC 451CC 452CC 455CC 459CC 461CC 467CC 469CC 470CC 472CC 473CC 474
CC 496CC 500CC 501CC 506CC 510CC 511CC 514CC 515CC 476CC 481CC 482CC 486CC 487CC 488
30
Implementation Plan
• Flight Testing to begin 10/13/03• V1.6 Must be implemented by all MPs by 12/20/03
31
Project Timeline for Texas Set 1.6
6/10 7/14 8/15 9/12 10/10
PlanningDetail
DesignConstruction
System Test
MarketTest
12/20/03
**Contingency Migration date is 1/3/04
32
Current 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
0
10
20
30
40
50
60
70
80
90
100
Design
Build
Test
33
ERCOT Portal Replacement Project
Update to RMSPresented by Dave Odle
34
• 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.
OverviewPhase 1 Scope
35
OverviewExample of Current Portal Page
Content / Portlets
Header
Na
vig
ati
on
36
OverviewExample of New Portal Page
Na
vig
ati
on
Header
Content / Portlets
37
• 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.
OverviewPhase 1 Scope
38
Phase 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.
39
Flight 0703 Completion
40
Flight 0703 Completion
Congrats – the Market completed
AHEAD OF SCHEDULE.
Original deadline was 9/5, complete by 8/22.
41
Flight 1003 Status Report
42
Flight 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
43
Flight 1003 Status Report
To support Competitive Metering testing:
1) 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
2) COMET guide / forms / contacts – work with COMET team to get information posted to the web for flight
3) 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.
44
Questions ?