MRTU Technical Rollout
MRTU Overview Schedule, Status and Risks
Bimal Mukherjee July 21, 2005
MRTU/Bimal Mukherjee
07/21/2005
Executive Summary
Major Milestones Completed Market Clearing Factory Acceptance Testing (FAT) on May 13 Two major systems (Integrated Forward Market/Real Time Market and Settlements Stage 1) entered FAT phase in June Shifts in Focus From design and coding to testing and integration Growing focus on the Roll Out process
MRTU/Bimal Mukherjee 07/21/2005
2
Integrated Forward Market/Real Time Market
Completed Pre-Factory Acceptance Testing (Pre-FAT) on May 15 System Infrastructure FAT started in June. Applications FAT started July 18 Scheduled completion of FAT is Sept 15
This will be difficult to meet
ISO has created a complete hardware environment in Folsom to analyze FAT results
MRTU/Bimal Mukherjee 07/21/2005
3
Settlements Stage 1
Major milestones achieved in May/June Group 1 charge types required for start of FAT, were completed on May 6 Integration testing completed successfully by May 20 Stage 1 FAT started on June 27
Scheduled to be completed by end of August
MRTU/Bimal Mukherjee
07/21/2005
4
Settlements Stage 2
Design documents have been completed, currently under review and final approval process Vendor has put together a second team for Stage 2 Detailed plan for charge type configuration for Stage 2 has been established Separate teams for Stage 2 configuration and testing have been formed (on the CAISO side)
MRTU/Bimal Mukherjee
07/21/2005
5
Scheduling Infrastructure Business Rules
Excellent progress in rules implementation
Cycle 1 and Cycle 2 rules implemented. Rules implementation faster than originally expected
Pre-FAT for Cycles 1 and 2 started in June Cycle 3 rules implementation going well
Pre-FAT scheduled to start in August
MRTU/Bimal Mukherjee 07/21/2005
6
Congestion Revenue Rights
Design phase completed on April 25 Implementation proceeding on schedule Identified gap between IFM/RTM and CRR for transfer of network model Team working with both vendors to reconcile gap
MRTU/Bimal Mukherjee
07/21/2005
7
Integration
Integration infrastructure
Design has been completed Implementation nearing completion
Integration with two legacy applications has begun as a preparation for Stage 1 integration First phase of final MRTU integration has started:
Detailed analysis of data interfaces between systems Identification and resolution of gaps
MRTU/Bimal Mukherjee
07/21/2005
8
Other In-house Projects
Legacy
Basic design activities were completed July 1 Base implementation completed Two major updates are planned and in progress Design in most areas has been completed Implementation started in some areas
Master File
Post Transaction Repository (PTR)
MRTU/Bimal Mukherjee
07/21/2005
9
Major Projects
Integrated Forward Markets/Real-time Market/Full Network Model - IFM
G
12/31/03
9/15/04
3/1/05
5/30/05
9/15/05
12/15/05
CONTRACT
DESIGN
DEVELOPMENT
PRE FAT
FAT
SAT
Scheduling Infrastructure Business Rules – SIBR
8/15/04 3/1/05 8/1/05
G
10/1/05
12/1/05
1/1/06
CONTRACT
DESIGN
DEVELOPMENT
PRE FAT
FAT
SAT
Congestion Revenue Rights - CRR
11/15/04 6/1/05
G
9/15/05
10/15/05
12/1/05
1/1/06
CONTRACT
DESIGN
DEVELOPMENT
PRE FAT
FAT
SAT
Testing LEGEND Pre- Factory Acceptance Testing (Pre-FAT): Vendor test of system functionality and performance with ISO review Factory Acceptance Testing (FAT): Formal test at vendor facility to confirm system functionality and performance with ISO Site Acceptance Testing (SAT): Formal test at ISO to confirm system functionality and performance
MRTU/Bimal Mukherjee
07/21/2005
10
Major Projects
SETTLEMENTS, STAGE 1 - SaMC
06/29/04 1/15/05 3/1/05 5/1/05
R
7/1/05
9/1/05
CONTRACT
DESIGN
DEVELOPMENT
PRE FAT
FAT
SAT
SETTLEMENTS, STAGE 2 - SaMC
Y
06/29/04
7/1/05
9/1/05
10/1/05
12/1/05
1/1/06
CONTRACT
DESIGN
DEVELOPMENT
PRE FAT
FAT
SAT
MARKET CLEARING - SaMC
7/19/04 12/15/04 3/15/05 5/15/05
G
8/1/05
CONTRACT
DESIGN
DEVELOPMENT
FAT
SAT
MRTU/Bimal Mukherjee
07/21/2005
11
Internally-Developed Projects
LEGACY SYSTEMS
9/30/04
G
7/1/05
10/1/05
11/1/05
1/06
IMPLEMENTATION PLAN
DESIGN
DEVELOPMENT
FUNCTIONAL TESTING
SYSTEM TESTING
MASTER FILE REDESIGN
11/30/04 4/1/05
G
8/1/05
10/1/05
12/1/05
IMPLEMENTATION PLAN
DESIGN
DEVELOPMENT
FUNCTIONAL TESTING
SYSTEM TESTING
POST TRANSACTION REPOSITORY - PTR G
11/30/04
8/1/05 11/1/05 12/1/05 1/1/06
IMPLEMENTATION PLAN
DESIGN
DEVELOPMENT
FUNCTIONAL TESTING
SYSTEM TESTING
MRTU/Bimal Mukherjee
07/21/2005
12
General System Risks
IFM/RTM/FNM Project Settlements Project Legacy Systems Project Overall System Integration
MRTU/Bimal Mukherjee
07/21/2005
13
Current Specific Implementation Risks
State Estimator availability for MRTU
Project team has been established within MRTU Implementation plan in progress
Completion of Settlements Stage 2 development by end of 2005
Established separate teams for both vendor and ISO Lessons learned from Stage 1 applied to configuration effort
MRTU/Bimal Mukherjee
07/21/2005
14
Risks (Continued)
Inter SC Trades – Physical Validation
Software requirements delivered to vendor Evaluating response, analysis completed Working with vendor to minimize schedule risk
MRTU/Bimal Mukherjee
07/21/2005
15
Risks (Continued)
Added functionalities for Legacy systems
Identifying gaps between Legacy and IFM/RTM systems through analysis of data interfaces Some gaps will require functional changes in Legacy systems Completing thorough analysis (via change management process) to ensure changes are absolutely essential for Release 1
MRTU/Bimal Mukherjee
07/21/2005
16