TX SET 4.0 Workshop - MCT/TX SET 4.0 Event Summary Event Description: TX SET 4.0 Date: August 10 and 11, Completed by: Dwight Page Workshop - MCT/TX SET 4.0 2011 Attendees: Day 1 CenterPoint Energy: Kathy Scott (CNP), Jennifer Frederick (Direct Energy ), Dwight Page (ERCOT), Gene Cervenka (ERCOT), Kathryn Thurman (ERCOT), Ed Echols (Oncor), Diana Rehfeldt (TNMP), Chris Rowley (TXU), Carole Root (AEP), Gricelda Calzada (AEP), Shana Lazarine (TXU), Laura Aldis (Gexa Energy), Becky Taylor (CNP), Isabel Perez (CNP), Pam Frambes (PES), Christine Hughey (CES), Jennifer Vigil (CES), Larry Tidman (MXEnergy), Eduardo Tamez (MXEnergy), Elizabeth Fitzwater (MXEnergy), Kevin Carr (MXEnergy), Rita Morales (TXU), Debra Anderson (Oncor), Ron Kindler (Oncor), George Bilnoski (CNP), Kyle Patrick (Reliant), Jennifer Chii (Reliant), Janie Duron (Startex), Michael Sheehan (Startex), Chuck Stanley (Startex), Karen Malkey (CNP), Scott Brusaw (Nirvanasoft), Robert Somers (Nirvanasoft), Hope Bowie (Hudson), Trey Crowe (Potentia), Alice Charania (Potentia), Toni Bean (CNP), Corrie Morales (CNP), Terri Smith (CNP), Jill Bell (CNP), Esther Kent (CNP) Day 1 Web Ex: Teresa Rodriquez (Stream Energy), Sandra Tindall (ERCOT), Jessica Craig, Dow Lynch (ESG), Chris Duncan (Nueces) Day 2 CenterPoint Energy: Kathy Scott (CNP), Jim Lee (Direct Energy ), Gene Cervenka (ERCOT), Kathryn Thurman (ERCOT), Ed Echols (Oncor), Diana Rehfeldt (TNMP), Carole Root (AEP), Gricelda Calzada (AEP), Jonathan Landry (Gexa Energy), Laura Aldis (Gexa Energy), Monica Jones (Reliant Energy) , Rachel Patterson (Gexa Energy), Becky Taylor (CNP), Jennifer Frederick (Direct Energy), Kyle Patrick (Reliant), James McElroy (Oncor), Ron Kindler (Oncor), Debra Anderson (Oncor Day 2 Web Ex: Rebecca Cole (ISTA), Barbara Goubeaud (ECInfo), Sandra Tindall (ERCOT), John Hudson, Dow Lynch (ESG), Ted Hailu (ERCOT) Antitrust Admonition ERCOT strictly prohibits market participants and their employees who are participating in ERCOT activities from using their participation in ERCOT activities as a forum for engaging in practices or communications that violate the antitrust laws. The ERCOT Board has approved guidelines for members of ERCOT Committees, subcommittees and working Groups to be reviewed and followed by each market participant attending ERCOT meetings. If you have not received a copy of these Guidelines, please send an email to Suzy Clifton at email@example.com to receive a copy. Disclaimer All presentations and materials submitted by Market Participants or any other Entity to ERCOT staff for this meeting are received and posted with the acknowledgement that the information will be considered public in accordance with the ERCOT Websites Content Management Operating Procedure. Introductions Texas Set 4.0 Technical Workshop –Q&A This is a time set aside to cover questions from the Market regarding the requirements for Texas SET 4.0 Issues and Concerns G. Cervenka reviewed the presentation (Q and A Session) and it can be viewed under Key Documents on this webpage: http://www.ercot.com/committees/board/tac/rms/mct/ With an acquisition, ERCOT will not cancel any transactions. ERCOT to provide the timeline on the DDL for the updated TDSP ESI ID Extracts at the September meeting. TXSET 4.0 we will make Emergency Contact information an optional field. New Change Control to be submitted. Date change will be accepted up until 1 business day prior to SMRD as compared to the current functionality of accepted up until 2 business days prior to SMRD. MCT discussions: Discuss/Review NPRR for FASD Calculation o Add new definition of AMS Operational Day to be used in calculation Group discussed and decided that what was really needed was to define FASD. Creating the term AMS Operational Day was not needed. Discussed different holidays between TDSPs and ERCOT. Will not incorporate TDSP holidays in ERCOT systems. Settled on tweaking the tariff to address the difference in TDSP and ERCOT holidays…..Will define in the tariff how TDSPs will handle an ERCOT FASD that is on a TDSP holiday. Chris Rowley to work on wording. NPRR created with the following updates for FASD - 15.1.1 Submission of a Switch Request The CR shall submit a Switch Request to ERCOT using the 814_01, Switch Request. The Switch Request shall include, at a minimum, the five-digit zip code and an ESI ID. Within this transaction, the CR will also send information necessary for ERCOT to send a switch confirmation notice to the Customer as required by the applicable Public Utility Commission of Texas (PUCT) rules. The First Available Switch Date (FASD) is the day received by ERCOT unless received on a Sunday or an ERCOT holiday. If received on a Sunday or an ERCOT holiday, the FASD will be calculated as the next day that is not a Sunday or an ERCOT holiday. Review RGMRR for Stacking G. Cervenka reviewed the document (Stacking Logic and Examples.doc) and it can be viewed under Key Documents on this webpage: http://www.ercot.com/committees/board/tac/rms/mct/ Test Flight for SET 4.0 o Group talked about training in preparation to TX Set 4.0 and whether it would be mandatory in order to test in Flight 0312 o It was asked who would be sent to the training? TNMP would plan to send business type people. o It was discussed that really only Flight Orientation was needed and not a training. o Flight Orientation would be in place of training. It would not be mandatory in the sense of physical participation. Fear was that some MPs would not be aware of needing to test if “training” was not mandatory. Market ok with not making mandatory since Gene Cervenka and Retail Client Services in touch with MPs about reporting and the requirement to test in Flight 0312. Implementation weekend details to be part of the session. Include introductory of what is changing (1 line example of changes and not to elaborate on requirements) Discuss timelines for TDSP submission of files for initial AMS Indicator population o ERCOT would like the AMS file before go-live o AMS initial file load – ERCOT would prefer to load the file on the weekend of implementation in order to be able to display the values on TML/MIS when the systems come back up; Oncor believes there is a risk of doing it on the weekend due to other potential issues related to the overall implementation. o CRs expressed the need to have this on Implementation Weekend so they can receive the correct data in their extracts. o All finally agreed that IMPLEMENTATION WEEKEND will be when the AMS file is loaded by ERCOT. o ERCOT to find out the latest the AMS file can be sent by the TDSPs through MarkeTrak. TDSP ESI ID Report o Add a new column in the TDSP ESI ID Extract to provide the values of AMSR or AMSM. o The TDSP ESI ID Extract is the public report that can be found on ERCOT.com and in the Public folder of TML’s Report Explorer and via the following link on MIS: https://mis.ercot.com/pps/tibco/mis/Pages/Reports/Reports o ERCOT will determine the timeline for the new DDL for the TDSP ESI ID and report at the next scheduled meeting in Sept. Critical Care Designation o Discuss making Secondary Contact Information optional o Group agreed it should be optional through TX Set 4.0 o Discuss the possibility that the Secondary Contact may change to Emergency Contact o Group was informed the PUCT staff has indicated it is very likely to change to Emergency Contact Texas Set 4.0 Requirement Review: Review changes from Change Controls approved at RMS o Discussed/Reviewed TX SET Change Control 2011-787 and 2011-788 – Group recommended to submit both for approval to RMS as non-emergency. Those change controls can be reviewed at this link: http://www.ercot.com/mktrules/guides/txset/changecontrols/ Review and answer questions sent to Jennifer Frederick from Rita Morales related to TX SET 4.0 functionality o Cancels – If I have a switch or MVI pending for Saturday can I send a cancel on On Thursday, there must be 1 business day in between. o If I need to file a MT for a missing meter read, and I can only request them 5 days after I’m missing them, do I count Saturday as a day? If we moved them in on Saturday is that day one? Saturday is not a business day and does not count o If I need to file a MT for a missing meter read, and I can only file them 5 days after I’m missing them, do I count Saturday as a day? If we moved them in on Saturday is that day one? Saturday is not a business day and does not count o Switch Holds – Do I have to respond to these within the same timeframe on a Saturday? No o Cancel with approval? Will the TDSP work these MT on a Saturday? No o Cancels – We are moving this to 1 day. Can I cancel a MVI or switch that is scheduled for Saturday on Friday? What about a MVO? No, not with a transaction, but you can through MarkeTrak o Time moving to 7pm: today if I send a MVO at 5:30pm on a weekday with a date wanted today, ERCOT will send a IBO reject because they consider this the next day. If I send it at 4:50 then ERCOT will forward to TDSP and TDSP will move the date to 2 business days. With the new rule, is ERCOT changing their time so I can send a transaction before 7 and not get an IBO on it? ERCOT will forward the MVO to the TDSP and the TDSP will schedule accordingly. ERCOT does not send IBO because you sent it after a specific time. o Date changes - Can I send a date change on Thursday for a transaction on Saturday? Yes Friday, Saturday, that’s 2 days. Here is what is in the stacking rules: Cancel / date change within 2 days of SMRD Consistent with the current market model, ERCOT will reject any cancels or date changes received after a pre-determined time in the evening before 2 business days prior to the scheduled meter read date. All valid date changes and cancels for Service Orders that are ‘In Review’ will be accepted by ERCOT and forwarded to the TDSP. The window is re-adjusted upon receipt of an 814_13 (accept) from the TDSP. o Is the retry time changing to include Saturday? This question not reviewed in the meeting Stacking rules: Move-Out Retry In an effort to mitigate the risk of processing a Move-Out and a Move-In out of order, when a REP requests a Move-Out date that is scheduled to be de-energized at ERCOT or the REP submitting the Move-Out is not scheduled to be the REP of Record, ERCOT will hold and retry the Move-Out at a regular interval of time for 48 hours (only counting hours on business days, but not only business hours.) with the expectation that ERCOT may receive a Move-In from the same REP during this time. When ERCOT does the evaluation for “Scheduled to be de-energized”, ERCOT will consider any Move-Ins that are ‘In Review’, but will not consider any scheduled Move-Outs that appear to be submitted from a REP other than the REP of Record scheduled for the scheduled date on the Move-Out. o Permit pending days: This question not reviewed in the meeting Stacking rules: The protocol expiration period for the ‘Permit Pending’ will be extended to 20 business days after the requested date on the Move-In instead of 20 business days after the date ERCOT processes the 814_28. Gene Cervenka - reviewed a proposed RMGRR to incorporate the stacking logic into the Retail Market Guide – Group reviewed and updated the proposed RMGRR. In addition to the stacking logic, this RMGRR includes changes associated with the implementation of TX SET 4.0 – see key document “RMGRR Solution to Stacking” RMGRR will go out for review. Diana Rehfeldt (TNMP) reviewed the following transactions and corresponding example tabs. 650_01 EX. #4 of 5 650_01 EX. #5 of 5 650_02 EX. #5 of 6 650_02 EX. #6 of 6 814_03 EX. #5 of 8 814_03 EX. #6 of 8 814_03 EX. #7 of 8 814_03 EX. #8 of 8 814_04 EX. #3 of 6 814_04 EX. #4 of 6 814_04 EX. #5 of 6 814_04 EX. #6 of 6 814_05 EX. #5 of 6 814_05 EX. #6 of 6 814_11 EX. #3 of 3 814_14 EX. #1 of 5 814_14 EX. #2 of 5 814_14 EX. #3 of 5 814_14 EX. #4 of 5 814_14 EX. #5 of 5 814_20 EX. #8 of 12 814_20 EX. #9 of 12 814_20 EX. #10 of 12 814_20 EX. #11 of 12 814_20 EX. #12 of 12 814_22 EX. #2 of 2 814_28 EX. #3 of 4 814_28 EX. #4 of 4 The document that was reviewed(Updated Examples) can be viewed under Key Documents on this webpage: http://www.ercot.com/committees/board/tac/rms/mct/ Texas SET Issues: Review any new issues . Testing Updates Current Flight Update Test Scripts for Texas SET 4.0 o Review any scripts written so far o Should Market Participants who know they will not use Acquisition be required to test it? o Use extra time to write Test Scripts Other Business Submit any additional items to firstname.lastname@example.org Adjourn Action Item: Hot topics or ‘At Risk’ Items: .
Pages to are hidden for
"Weekly Management Status Report - Get Now DOC"Please download to view full document