ERCOT PMO Update

Robert ConnellDirector Program Management

Board of Directors Update

February 2005

Major ERCOT Projects SummaryMajor ERCOT Projects SummaryProject Total Budget Actual 01/31 Metrics

Duration/Information (Sponsor) Phase/Scheduled Completion Schedule Budget

Taylor Building (2004-2005) $12.9M $10.5M

Construction Complete. (S. Jones) Closing Phase/1st Qtr 2005

EMMS Release 4 (2004-2005) $7.6M $5.2M

20 separate projects over 14 mos. (S Jones) Execution Phase/2nd Qtr 2005

Service Oriented Architecture (2004-2005) $6.0M $4.1M

3 separate projects over 12 mos. (R Giuliani) Execution Phase/4th Qtr 2005

Enterprise Data Warehouse (2003-2005) $2.9M $1.9M

9 separate projects over 36+ mos. (R. Giuliani) Execution Phase/4th Qtr 2005

Ercot.com Improvements (2004-2005) $2.0M $132K

Undergoing Initial Review (R Giuliani) Initiation Phase/4th Qtr 2005

Market Oversight Monitoring System (2004-2005) $1.9M $1.6M

3 separate projects over 12+ mos. (S. Jones) Execution Phase/4th Qtr 2005

Enhancements to SCR727 (2005-2006) $1.9M $0M

Preliminary Planning over 12 mos. (R Giuliani) Planning Phase/1st Qtr 2006

Lodestar 3.7 Upgrade (2004-2005) $700K $473K

On Track for March Deployment (R. Guiliani) Execution Phase/1st Qtr 2005

System Ops 2005 Release PlansSystem Ops 2005 Release Plans

System and Market OperationsPUCT Market Oversight DivisionQualified Scheduling EntitiesTransmission Service Providers

Energy and Market Management Texas Market LinkSettlements and Billing Market Oversight MonitoringEDW/Business Intelligence

StakeholdersSystems

Q2 ‘05 Q3 ‘05Q1 ‘05Q4 ‘04 Q4 ‘05 Q1 ‘06

Release SO 5

Release 4A (2004 Carry)30085 Special Protection Schemes (1.2)40049 Improve Data Elements for Local Constraints &

OOMs (1.1)30131 PRR359 Improved Resource Plan (1.2) 40050 Unit Specific Bid Limits based on Generic Costs

(1.1)30140 AS Simultaneous Selection (1.1) 40051 OOM Participation in Providing Ancillary

Services (1.1)30161 PRR413 - Optimization for the Whole Operating

Day in RPRS Procurement Process (1.1) 40062 PUCT Upgrade SPD (1.1)30163 PRR422 - OOM Zonal Dispatch Instructions (2.2) 40072 PUCT Add Corrected MCPEs to the MOS dbase

and pass to MMS (1.1)40092 Improve Power System Model Maintenance via

Database Archive Comparison (1.1) 40048 EMMS Parameters Capture for MMS Reclear

Fidelity (1.1)40096 Improvements to VSA/DSA (2.2)30183-99 (1.1)

Release 530028 Overload Reports (1.1)30029 Overlimit Reports(1.1)50016 AVR Validation (1.1)50044 Near Miss Indicator (1.1)30105 Congestion Mgmt Reports (1.1)50002 MOMs Enhancements (1.1)40036 DC Tie Tracking Automation (1.1)50020 DC Tie Automation PH II (1.1)50008 Aggregation of Combined Cycles (1.1)50021 Improve Reliability of Freq Input (1.1)40090 Operator Training Simulator (1.1)30018 RT Market Ramp Rate(1.1)50040 EMMS SPR Enhancements (1.2)30084 CSC Thermal Volt Limits (1.1)50003 MOMs Enhance to AREVA (1.1)

Release SO 3

Release 3 (2004 Carry)• PR-30144 EMP 2.2 Upgrade (1.0)• PR-30074 Enhance STNET Multiple Selected

Time Ranges (1.1)• PR-30170 Implement Selected Contingency in

PF (1.1)• PR-30096 ESCA to PTI Download (1.1)• PR-20159 Load Rollover during line outage (1.1)• PR-40099 CTGS Import/Export Dump Utility (1.0)

Release SO 4B

Release 4b (2004 Carry)30016 Dynamic Ratings (1.3)40084 Outage Scheduler Phase II (1.0)40086 Incident Report (1.0)40101 Daily Operations Report (1.0)40100 RTCA Archiving (1.0)30129 Remote Access to Study Cases (1.0)40113 RAPC Modeling (1.0)40098 Performance Monitoring for SCADA/SE (1.0)

Release SO 4A

Retail Ops 2005 Release PlansRetail Ops 2005 Release Plans

Release RO 5.1• PR-40066_03 Siebel Upgrade

(1.1)• PR-40019 Retail Testing

Website (1.1)

Retail Transaction Process Data Transparency and RptgEDIM Retail Market ServicesRetail Client Services Retail Market ReportingESI ID Retail – WS SyncRetail Market Testing

SiebelEAI (SeeBeyond/TIBCO)TCHPaperFreeMarket Testing

StakeholdersSystems

Q2 ‘05 Q3 ‘05Q1 ‘05Q4 ‘04 Q4 ‘05 Q1 ‘06

Release RO 5.3

Release RO 5.2

• PR-40106 ERCOT.com (1.1)• PR-50026 SIR Enhancements

(1.2)• PR-40034 Texas SET 2.1 (1.1)

Release 5.3

• PR-50007 SCR 738 (1.1) Enhancements to Fast Trak

• PR-50023 Potential Load Loss (1.2)

• PR-50025 PRR 312 Enhance ESI ID Lookup (1.2)

Release RO 5.1

Release RO 5.2

Release RO 6.0 SOA

Release RO 6.0• PR-50121 Service Oriented Architecture (1.1)• Including sub-projects of PR-50121

MO 2005 Release PlansMO 2005 Release Plans

Release A• PR-40066_01 Lodestar 3.7 Upgrade

(1.0 – 2004 carry)

Settlements/BillingLoad ProfilingData AggregationData Management

LodestarMV90TCR/RECTGR

StakeholdersSystems

Q2 ‘05 Q3 ‘05Q1 ‘05Q4 ‘04 Q4 ‘05 Q1 ‘06

Release “C”

Release B• PR-40007 SCR 727 Phase 2 (1.1)• PR-40075 SIR Enhancement (1.0 – 2004

carry)• PR-30026 EPS/RID Meter Data Extracts

(1.0 – 2004 carry)• EMMS Release 4 (4 MO projects)• PR-40093 RMR Automation (1.0 – 2004

carry)• PR-40015 TCR Report Enhancements

(1.0 – 2004 carry)• MR-40108 PRR515 Disclosure of Local

Congestion (1.0 – 2004 carry)• PR-40104 Zero Charge Enhancements

(1.0 – 2004 carry)• ER-50010 SIR Enhancement 5.2• ER-50011 SIR Enhancement 5.3

Release C• PR-50024 SCR 740 Enhancements to

SCR 727 (1.2)• EMMS Release 5 (TBD projects)• ER-50012 SIR Enhancement 5.4• MR-50025 Enhance ESI-ID Look-up

Function (1.2)

Release “A”

Release “B”

TCR/RECTGRWholesale Client RelationsSettlement Metering

Corporate Ops 2005 Release PlansCorporate Ops 2005 Release Plans

Release CO 5.1

• PR 30143-02 Portfolio/Project Mgt (1.1)

• PR 50015 Lawson SIR Enhancements (1.1)

Legal, HR, & FinancePMO

ERCOT Employees

Lawson Finance, Procurement, & HRMS Project Server

New Document Management SystemBudgeting Tool

StakeholdersSystems

Q2 ‘05 Q3 ‘05Q1 ‘05Q4 ‘04 Q4 ‘05 Q1 ‘06

Release CO 5.3

Release CO 5.2

• PR 50017 Collateral Calculation(1.1)• PR 50015 Lawson SIR

Enhancements (1.1)

Release CO 5.3

• PR 50015 Lawson SIR Enhancements (1.1)

Release CO 5.1

Release CO 5.2

IT Ops 2005 Release PlansIT Ops 2005 Release Plans

Release IO 5.1

• PR 40042_01 EDW EMMS RSS (1.0)• PR 40042_04 EDW Lodestar ODS (1.0)• PR 40042_06 EDW Std L* Extracts(1.0)• PR 40042-07 EDW EMMS ODS (1.0)• PR 50001 EDW BI Foundation P2 (1.1)• PR 40107 VeriSign (TML) (1.0)

PUCT, Market, ERCOTEDW, EAI, & TMLIT Infrastructure Facilities

StakeholdersSystems

Q2 ‘05 Q3 ‘05Q1 ‘05Q4 ‘04 Q4 ‘05 Q1 ‘06

Release IO 5.3

Release IO 5.2

• PR 50004 BI Reporting Tool (1.1)• PR 50005 EDW EMMS Reports (1.1)• PR 50013 Capacity True Up (1.1)• PR 50027 Disk Based Backup (1.2)• PR 50028 Altiris DC Impl. (1.2)• PR 50001 EDW BI Foundation P2 (1.1)

Release IO 5.3

• PR 50034 User Provisioning and Password Mgt (1.2)

• PR 50001 EDW BI Foundation P2 (1.1)

Release IO 5.1

Release IO 5.2