ERCOT Project Update Commercial Operations Subcommittee April 10, 2007 Adam Martinez Market Operations Division Projects Organization Please Note: These

ERCOT Project Update

Commercial Operations SubcommitteeApril 10, 2007

Adam MartinezMarket Operations Division Projects Organization

Please Note: These slides are best viewed in Slideshow mode

2April 10, 2007 Page 2

2007 MO PPL

Unplanned 2006 Carry-over Projects(Green Shaded Area)

Projects ABOVE the Capability Line

(Orange Shaded Area)

Projects BELOW the Capability Line

(Yellow Shaded Area)


Unplanned 2006 Carry-Over Projects

• Only remaining active project is ERCOT.com Registered Access– Scope of project is presentation of Operations and System Planning Data (Tmaps) data on the ERCOT public website– This project was transferred from the RO PPL to the MO PPL in late March– RMS requested the transfer, COPS informed at March meeting

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DocProject Project No.

Current Status

2007 Priority2007 Rank

2007 Budget Range

2007 Running Range

Market MO PRR312Enhance ESIID Lookup Function

50025_01 Closing n/a

ERCOT MO Lodestar Extracts 40042_06 Closing n/a

Market MOPRR283 PIP204

EPS Meter Data 30026 Complete n/a

ERCOT MO Maestro Replacement 50137_01 Complete n/a

ERCOT MO Maestro Replacement - Phase 2 50137_02 Cancelled 0 - Carryover 0.1 <$50k <$1M

ERCOT MO ERCOT.com Registered Access 60077_01 Execution 0 - Carryover 0.3 $100k-$250k <$1M



• New project added above the capability line – Collage Infrastructure Project– ERCOT source, Priority 1 – Critical, Rank 8.5, $250-$500K initial budget– Collage is the ERCOT’s content management tool for its public websites

• ERCOT.com, Texas Nodal Market Implementation website, Operations and System Planning Data, other smaller websites (Retail Testing Website, internal ERCOT employee sites)

– Project addresses potential limitations with Collage environments ability to manage and maintain websites’ content• Nightly content update process increased from 7 hrs to 12 hrs since last year. Expect trend to continue due to continued growth in

volume of content updated to websites• Options have been analyzed and remedial steps have been taken, but problem requires redesign of Collage architecture and nightly

process to mitigate risk of website content delays or failures

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Current Status


2007 Budget Range

2007 Running Range

Market RMS SCR740Enhancements to SCR727 - Market Access

50024_01 Execution 0 - Carryover 1 $100k-$250k <$1M

Market RMS SCR740Enhancements to SCR727 - Market Enhancements


ERCOT MO SCR 727 Phase II 40007_01 Execution 0 - Carryover 3 <$50k <$1M

Market COPSTML Phase 3 - Wholesale Enhancements

40103_01 Cancelled 0 - Carryover 4 <$1M

ERCOT MO Lodestar 4.5 Upgrade 40066_04 On Hold 0 - Carryover 5 $250k-$500k <$1M

ERCOT MO EIS Lodestar Transition to ODS 50030_01 Execution 0 - Carryover 6 <$50k <$1M

PUCT MO REC Program Modifications 60027_01 Cancelled 0 - Carryover 7 $50k-$100k <$1M

ERCOT MO Upgrade to Load Profiling SW 60090_01 Execution 0 - Carryover 7.5 $100k-$250k <$1M

Market MO PRR598Extension of Credit Against OOM Start Up

60083_01 Cancelled 1 - Critical 8 <$1M

ERCOT MO Collage Infrastructure 70038_01Not Yet Started

1 - Critical 8.5 $250k-$500k $1M-$2M

Market WMS PRR661SCE Performance Enforcement Criteria

70001_01 Cancelled 2 - High 9 $1M-$2M

Market PRS PRR666Modification of RPRS Under-Scheduled Capacity Charge Calculation

60087_01 Cancelled 2 - High 10 <$50k $1M-$2M

Market PRS PRR565Calculation of Losses for Settlement

60068_01 Closing 2 - High 11 $1M-$2M

Market PRS PRR668Distribution Loss Factor Calculations

60068_01 Closing 2 - High 11 $50k-$100k $1M-$2M

Market COPS SCR743 QSE Dispute Extract 70002_01Not Yet Started

2 - High 12 $50k-$100k $1M-$2M

Market COPS LPGRR016Load Profile Transition Migration

60101_01Not Yet Started

2 - High 12.5 $50k-$100k $1M-$2M

ERCOT MO Siebel to L* 5 - Rewrite 70003_01 Cancelled 2 - High 13 $1M-$2M

ERCOT MOTransition of Production Reporting to EIS - Wholesale



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Current Status


2007 Budget Range

2007 Running Range

Market RMS SCR740Enhancements to SCR727 - Market Access


Market RMS SCR740Enhancements to SCR727 - Market Enhancements


ERCOT MO SCR 727 Phase II 40007_01 Execution 0 - Carryover 3 <$50k <$1M

Market COPSTML Phase 3 - Wholesale Enhancements

40103_01 Cancelled 0 - Carryover 4 <$1M

ERCOT MO Lodestar 4.5 Upgrade 40066_04 On Hold 0 - Carryover 5 $250k-$500k <$1M

ERCOT MO EIS Lodestar Transition to ODS 50030_01 Execution 0 - Carryover 6 <$50k <$1M

PUCT MO REC Program Modifications 60027_01 Cancelled 0 - Carryover 7 $50k-$100k <$1M

ERCOT MO Upgrade to Load Profiling SW 60090_01 Execution 0 - Carryover 7.5 $100k-$250k <$1M

Market MO PRR598Extension of Credit Against OOM Start Up

60083_01 Cancelled 1 - Critical 8 <$1M

ERCOT MO Collage Infrastructure 70038_01Not Yet Started

1 - Critical 8.5 $250k-$500k $1M-$2M

Market WMS PRR661SCE Performance Enforcement Criteria


Market PRS PRR666Modification of RPRS Under-Scheduled Capacity Charge Calculation

60087_01 Cancelled 2 - High 10 <$50k $1M-$2M

Market PRS PRR565Calculation of Losses for Settlement

60068_01 Closing 2 - High 11 $1M-$2M

Market PRS PRR668Distribution Loss Factor Calculations

60068_01 Closing 2 - High 11 $50k-$100k $1M-$2M

Market COPS SCR743 QSE Dispute Extract 70002_01Not Yet Started

2 - High 12 $50k-$100k $1M-$2M

Market COPS LPGRR016Load Profile Transition Migration

60101_01Not Yet Started

2 - High 12.5 $50k-$100k $1M-$2M

ERCOT MO Siebel to L* 5 - Rewrite 70003_01 Cancelled 2 - High 13 $1M-$2M

ERCOT MOTransition of Production Reporting to EIS - Wholesale



• Several projects above the capability line have been cancelled– Extension of Credit Against OOM Start Up – Requirements fulfilled by ERCOT manual process; no Market impact– SCE Performance Enforcement Criteria – Requirements fulfilled by ERCOT manual process; no Market impact– Siebel to L* Rewrite – Scope addresses rewrite of internal ERCOT process using new TIBCO technology. Current process runs as

required and TIBCO resources are constrained so business has cancelled project and will revisit need under 2008 PPL Project Process; no Market impact

– Transition of Production Reporting to EIS-Wholesale – Scope addresses transition of internal ERCOT reports that use production as source data to using EIS/ODS as source. Delays with EIS/ODS environment stability and resource constraints for EIS resources resulted in business decision to cancel the project for this year and revisit need under 2008 PPL Planning process; no Market impact


Projects BELOW the Capability Line

• Several projects below the capability line have been cancelled– Lodestar Web Services – Scope addresses transition of Lodestar extracts/reports that are mass produced to production from the

EIS environment using web services; Delays with EIS/ODS environment stability; resource constraints for EIS resources; commitment to deliver Lodestar upgrade, and ability to provide one-off web services via other projects has resulted in business decision to cancel the project for this year and revisit need under 2008 PPL Planning process; potentially limits Market’s access to web services not already scoped in other projects or planned for Nodal

– URC for Uncontrollable Resources - Requirements fulfilled by ERCOT manual process; no Market impact

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Current Status


2007 Budget Range

2007 Running Range

ERCOT MO Lodestar Web Services 60030_01 Cancelled 2 - High 15 $1M-$2M

Market WMS PRR426URC for Uncontrollable Resources

40057_01 Cancelled 3 - High / Medium 17 $1M-$2M

ERCOT MO EIS Reporting Tool II 60021_01 Below Line 9 - Parking Lot $250k-$500k $1M-$2M

Market COPS PRR577 TDSP Load Extract 50150_01 Below Line 9 - Parking Lot <$50k $1M-$2M

Market COPSTCR Synchronization of Credit Payment with Settlement Invoices

30103_01 Below Line 9 - Parking Lot -$ $1M-$2M

Market COPS PRR385 DLC Implementation - Below Line 9 - Parking Lot -$ $1M-$2M

Market COPS PRR478Use of Lagged Dynamic Samples for New Load Profiles

40056_01 Below Line 9 - Parking Lot -$ $1M-$2M


Financial Overview

MO PPL Budget Activity Amount Notes/comments

Funds released by cancellation of project ABOVE the Capability Line

$619K • Extension of Credit Against OOM Start Up• Requirements fulfilled by ERCOT manual process; no Market

impact• Siebel to L* Rewrite• Transition of Production Reporting to EIS-Wholesale

Funds released by cancellation of project UNDER the Capability Line

$0 • Lodestar Web Services• URC for Uncontrollable Resources • No funds available to release since projects were not above the line

and allocated any of the $1.5M funding

Funds requested by addition of new project

$400K • Collage Infrastructure Project

Current Forecast Spend of projects above the Capability Line

$1.495K • Budget range of $1M – $2M

Approved MO Capability Line Budget Funding

$1.5M • Has not changed since initial allocation identified under 2007 PPL Planning process

Budget Variance $5k • Difference between budget allocation and forecast spend• All projects COPS and MOCART want for 2007 are currently funded• New projects and/or initiation of projects below the line (with change

in priority or rank) will require funding increase and/or impacts to current project budgets


Questions / Contacts

Adam D. MartinezManager, Market Operations Divisional Projects Organization

ERCOT(512) 248-3883

[email protected]

Page 9

Documents

ERCOT Project Update Commercial Operations Subcommittee April 10, 2007 Adam Martinez Market Operations Division Projects Organization Please Note: These