rms update to tac january 3, 2008. 2007 goals update ► complete and improve scr745, retail market...

RMS Update to TACRMS Update to TAC

January 3, 2008January 3, 2008

2007 Goals Update2007 Goals Update

► Complete and improve SCR745, Retail Market Complete and improve SCR745, Retail Market Outage Evaluation & Resolution, implementation Outage Evaluation & Resolution, implementation and reporting. and reporting. Unscheduled changes and issues discovered while in Unscheduled changes and issues discovered while in

testing environment prevented planned testing environment prevented planned implementation on 12/08/07. Vendor involvement was implementation on 12/08/07. Vendor involvement was necessitated. Implementation planned for January 12, necessitated. Implementation planned for January 12, 2008.2008.

► Update ERCOT Service Availability Agreement to Update ERCOT Service Availability Agreement to be inclusive of service degradation Issues. be inclusive of service degradation Issues. Completed inclusive of increasing scope to include Completed inclusive of increasing scope to include

MarkeTrak and TML applications. In addition, a MarkeTrak and TML applications. In addition, a separate report reflecting service degradation issues separate report reflecting service degradation issues and allowing transparency is being provided on and allowing transparency is being provided on monthly basis.monthly basis.


► Monitor implementation of SCR748, Website Monitor implementation of SCR748, Website Enhancements for ERCOT Outage Notifications.Enhancements for ERCOT Outage Notifications. Live since 11/28/2007 is located on ERCOT’s homepage under Live since 11/28/2007 is located on ERCOT’s homepage under

“VIEW DATA AND REPORTS: Notices”. If red flag is shown, “VIEW DATA AND REPORTS: Notices”. If red flag is shown, ERCOT has an outage. This is strictly a webpage notification ERCOT has an outage. This is strictly a webpage notification and does not replace the email notifications. There are plans and does not replace the email notifications. There are plans in place to make process more robust by linking notifications in place to make process more robust by linking notifications to email notice and add planned outage calendar in 2008.to email notice and add planned outage calendar in 2008.

► Successful TX SET 3.0 ImplementationSuccessful TX SET 3.0 Implementation TX SET and MCT defined processes inclusive of TX SET and MCT defined processes inclusive of

market shutdown timing prior to and during market shutdown timing prior to and during transition.transition.

TTPT developed additional scripts to support MP TTPT developed additional scripts to support MP testingtesting


►Define MarkeTrak Ph II enhancements Define MarkeTrak Ph II enhancements and performance monitoringand performance monitoring MMWG developed documentation MMWG developed documentation

identifying enhancements to market tool identifying enhancements to market tool and worked with ERCOT to develop and worked with ERCOT to develop SCR749 SCR749

SCR749 Approved by TAC 08/02/2007SCR749 Approved by TAC 08/02/2007 MT2 Task Force defined requirements.MT2 Task Force defined requirements. Is now in planning stage with ERCOT.Is now in planning stage with ERCOT.


►Monitor PUCT Activities: Monitor PUCT Activities: Advanced Meter RulemakingAdvanced Meter Rulemaking

► Implementation Planning Meetings underway. Implementation Planning Meetings underway. ►COPS and RMS Co-sponsor of Demand Response Task COPS and RMS Co-sponsor of Demand Response Task

force force Net Metering and Distributed GenerationNet Metering and Distributed Generation

►RMWG broke ground identifying and elevating 12 issues RMWG broke ground identifying and elevating 12 issues ►Rulemaking in progress and slated for October 2008 Rulemaking in progress and slated for October 2008

Performance Measures Performance Measures ►MMWG collaborative effort supported refinement made in MMWG collaborative effort supported refinement made in

rulemakingrulemaking Next step to define reporting template supportive of rule. Next step to define reporting template supportive of rule.

Reporting begins 07/2008. Reporting begins 07/2008. Prepay RulemakingsPrepay Rulemakings

►No impacts identifiedNo impacts identified


►Priority Move-ins: Continue PRR672, Priority Move-ins: Continue PRR672, Retail Market Timing Necessary for PUCT Retail Market Timing Necessary for PUCT Project 29637, effort to improve ERCOT Project 29637, effort to improve ERCOT throughput of 814_20 maintenance throughput of 814_20 maintenance transaction transaction TX SET’s Recommended solution of an TX SET’s Recommended solution of an

additional processing pipe was implemented additional processing pipe was implemented by ERCOT in February 07by ERCOT in February 07

PRR707 developed and approved to support PRR707 developed and approved to support ERCOT ability to improve 814_20 processingERCOT ability to improve 814_20 processing

PR60008 is in “Initiation” stage.PR60008 is in “Initiation” stage.

2007 Accomplishments2007 Accomplishments

►PMO/PPL and Stakeholder PMO/PPL and Stakeholder Communication Process Communication Process Established threshold for ERCOT to Established threshold for ERCOT to

communicate with Subcommittee prior to communicate with Subcommittee prior to moving funding when in excess of $500Kmoving funding when in excess of $500K

Subcommittee input included in BoD Subcommittee input included in BoD packetpacket

►Test Flight ScheduleTest Flight Schedule Reduced from 4 per year to 3 for 2008Reduced from 4 per year to 3 for 2008 Note: 27 new CR’s tested in 2007Note: 27 new CR’s tested in 2007


► Revised Inadvertent Gain process and Revised Inadvertent Gain process and documentation resulting in clarified documentation resulting in clarified timelines, responsibilities and process timelines, responsibilities and process consistency. Training is under development consistency. Training is under development and will be offered beginning in February and will be offered beginning in February and will be available on ERCOT website and and will be available on ERCOT website and presented with ERCOT 101 training. (Ref. presented with ERCOT 101 training. (Ref. RMGRR059)RMGRR059)

► IGTF will sunset following establishment of IGTF will sunset following establishment of training.training.


► RMGRR049 Electronic Authorization for RMGRR049 Electronic Authorization for Historical Usage LOAHistorical Usage LOA Provides CR option of using electronic Provides CR option of using electronic

authorization request when submitting LOA authorization request when submitting LOA for historical usage informationfor historical usage information

Provides clarification on expiration date of Provides clarification on expiration date of LOALOA

Provides option for level of detail being Provides option for level of detail being requested for IDR accountsrequested for IDR accounts

No cost impacts to ERCOT or MP’sNo cost impacts to ERCOT or MP’s


► Retail Market Guide RevisionsRetail Market Guide Revisions 050 Mass Transition Process for Events Initiated Prior to 050 Mass Transition Process for Events Initiated Prior to

a Weekend or ERCOT Holiday and Additional a Weekend or ERCOT Holiday and Additional Clarifications Clarifications

051 ERCOT Template- ESI IDs for Gaining CR/TDSP Use 051 ERCOT Template- ESI IDs for Gaining CR/TDSP Use 052 File naming convention for Customer Billing Info.052 File naming convention for Customer Billing Info. 053 Conforming RMG to Section 21 and other Guides.053 Conforming RMG to Section 21 and other Guides. 054 Provision of Customer Billing Info to TDSP’s during 054 Provision of Customer Billing Info to TDSP’s during

Mass Transition event. (Revised by 058).Mass Transition event. (Revised by 058). 055 Transaction Timings: Synchs Matrix with PRR672, 055 Transaction Timings: Synchs Matrix with PRR672,

693 and 707. Removes “Drop to AREP” references.693 and 707. Removes “Drop to AREP” references. Pending: 059 Inadvertent Gain; 060 Mandatory IDR Pending: 059 Inadvertent Gain; 060 Mandatory IDR

Installation ProcessInstallation Process

2008 Goals2008 Goals

o Design Performance Measures reporting Design Performance Measures reporting template to support Project 33049template to support Project 33049

o Automate the process for end of term POLR to Automate the process for end of term POLR to POLR transition – 2 year term ends 12/31/2008POLR transition – 2 year term ends 12/31/2008

o Add Change Control management functionality Add Change Control management functionality to ERCOT.com webpage similar to Texas SET’s to ERCOT.com webpage similar to Texas SET’s Issues page on the same website. Issues page on the same website.

o Improve usability of transaction examplesImprove usability of transaction exampleso Complete and implement MarkeTrak Ph 2Complete and implement MarkeTrak Ph 2o Complete and implement Inadvertent Gain Complete and implement Inadvertent Gain

trainingtraining

2008 Goals2008 Goals

o Monitor PUCT activities for market change Monitor PUCT activities for market change requirementsrequirements

o Support requirements definition to support Demand Support requirements definition to support Demand Response and Distributed GenerationResponse and Distributed Generation

o Monitor ERCOT system outage evaluation, Monitor ERCOT system outage evaluation, resolution and communications inclusive of service resolution and communications inclusive of service degradation issues. Update SLA as needed.degradation issues. Update SLA as needed.

o Assess success of Ph 1 and 2 of SCR745 to Assess success of Ph 1 and 2 of SCR745 to determine if further actions are necessarydetermine if further actions are necessary

o Support ERCOT’s full implementation of SCR748 Support ERCOT’s full implementation of SCR748 web based outage notificationweb based outage notification

o Represent TX Deregulated market to NAESBRepresent TX Deregulated market to NAESB

Questions?Questions?

rms update to tac january 3, 2008. 2007 goals update ► complete and improve scr745, retail market...

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