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Critical Retail Issues RMS Update

RMS Meeting Results

2/01RMS Formed

3/01RMS Identified “pent-up” issues•Tx Set transaction development•Service Order Workshops•Outage workshops

4/01RMS Identified Pilot Open Critical Issues•Workshops initiated to resolve issues

•Permits/Inspections•Critical Care•Move In/Move Out•Service Order/Notification•Retail Metering

5/01•Approved Pilot Work arounds•Identified Market Open Critical Issues•RMS workshops initiated to resolve issues

6/01RMS Approved 62 Resolved Critical IssuesBegan the Prioritizing processDeveloped Protocol Change RequestsDeveloped ERCOT System Change RequestsDeveloped Tx Set Transaction ChangeRequests

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• Analysis of the 62 Critical Issues– 12 - Business process definition requiring no system change– 24 - Business system change required by point-to-point MPs– 26 - Business system change required by all MPs, ERCOT included

• Analysis of the 26 change issues effecting ERCOT– 10 - Priority 1 - essential for Market Open– 8 - Priority 2 - important for Market Open– 8 - Priority 3 - after Market Open

• Analysis of the 10 Priority 1 issues– 4 - Retail Metering, not Protocol changes required– 3 - Permit/Inspections, will require Protocol changes– 3 - Move In/Move Out, will require Protocol changes

Critical Retail Issues RMS Update

Issue Analysis

All interested MPs were involved in the workshop process. 62 Critical Issues wereidentified and a resolution consensus was gained on practically every issue

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• Subtractive/Additive Metering Data Requirement– ERCOT TDSPs sending netted 15 minute interval data– Non-ERCOT TDSPs sending all 15 minute interval data

Solution = Adopt ERCOT TDSP methodology

• Mid Cycle Meter Read with Profile Change– Caused by change in IDR, Demand, or TOU status– 4 Options considered, no good compromise solution determined

Solution = Change the meter on cycle read date

• Meter Reads required on Historical Usage Request– Present interpretation requires both meter read and consumption

Solution = Drop requirement to provide meter read

• Consumption Discrepancy– Interval data does not match consumption data

Solution = Revise Tx SET transaction to allow for adjustment

Critical Retail Issues RMS Update

Retail Metering

4

• Pending order waiting completion of City Inspection– TDSPs agree to pend order

Solution = Develop a new transaction to provide electronic notification

• Move In Un-executable– Need a means to notify CR/Customer if a problem exists

Solution = Provide notification on new transaction

• Cancel Move In Request– Permit is no longer needed or required

Solution = Provide notification means to keep record accurate

Critical Retail Issues RMS Update

Permits/Inspections

Volume Summary (estimate) TXU ERCOT

Yearly volumes 240,000 600,00Daily volumes 1,000 2,500Personnel Required* 20 50

*assumed 10 minute/call processing time

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• Existing Process Creates Service Gaps

– Option 1 - No change, deal with customer problems

– Option 2 - CR manages and communicates problem

– Option 3 - ERCOT manages and communicates problem

• Timing Requirement when CSA in effect– Service not disconnected at Move Out

Solution = Clarify timing requirement, ERCOT ensures switch in 1 business day

• Same CR on a new Move In– CR responsible for final bill determination

Solution = Change existing reject code reason

Critical Retail Issues RMS Update

Move In/Move Outs

CR26/1

CR16/15

CR26/30

Customer BMove In # 1

Customer AMove Out

Customer BMove In # 2