Transcript ERCOT True-Up Resettlement Restart Criteria Update

ERCOT True-Up Resettlement
Restart Criteria Discussion
Retail Market Subcommittee Meeting, February 24, 2003
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Discussion Outline
Objective
Background/Timeline
Development of RMS Resettlement Criteria 2-24-2003
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Objective
Develop RMS resolution for resettlement restart criteria for consideration
by Technical Advisory Committee at TAC meeting scheduled 3/6/03 that
considers and attempts to addresses TAC and ERCOT Board of Director
concerns.
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Background/Timeline
RMS Resolution 12/18/02
TAC Resolution 1/9/03
ERCOT Board Approval 1/22/03
RMS Resolution 1/25/03
TAC Resolution 2/6/03
Board Discussion 2/18/03
RMS Meeting 2/24-25/03
TAC Meeting 3/6/03
Board Meeting 3/18/03
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RMS Resolution from 12-18-2002
Upon TAC approval, suspend further True-up settlements for 2002 .
True-up resettlement (starting with January 1, 2002) will commence April
1,2003 or upon completion of the criteria below; whichever occurs first. Any
discrepancies after the deadline must be accepted by all parties. Progress
toward completion criteria will be reviewed at each RMS meeting.
1. Develop functionality and provide data extract as defined in SCR 727. RMS
places a High-High project approval/priority to SCR 727.
2. Market Synchronization project priorities 1 through 6, including “TDSP as
LSE” clean-up and DART/QRE defined issues, must be 95% complete by all
Market Participants based upon Market Sync Reporting Tool .
3. Outstanding QRE issues documented by ERCOT as of 12/16/02 be 95%
complete. (“In Progress” and “In Analysis” as reported to RMS 12-18-2002)
4. ERCOT will have in place a mechanism for daily monitoring and
synchronization of ERCOT’s Siebel and Lodestar systems.
5. ERCOT’s Siebel related data issues will be monitored and brought to a point of
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being repaired daily.
TAC Resolution from 01-09-2003
(1) Further true-up resettlements for 2002 will be suspended and (2)
True-up resettlement (starting with January 1, 2002) will resume when
adequate accuracy can be assured (as developed by the RMS and
approved by the TAC) and 45 days after SCR 727 has been
implemented. Every effort will be made to resume true-ups by April 1,
2003. Progress toward completion criteria will be reviewed at each RMS
Meeting and reported to the TAC and the Board monthly. If the April 1,
2003 date cannot be met, the Board shall be advised and a revised target
resumption date shall be given.
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RMS Resettlement Criteria 01-15-2003
RMS recommends TAC approve the following criteria for restarting
true-up settlement for 2002:
1.
Develop functionality and provide data extract as defined in SCR 727.
2.
Market Sync completion criteria will be 95% complete for ERCOT
and CR groups and 95% complete for each TDSP for Priorities 1,2,4(1)
and 5 as reported on the Market Sync Reporting tool status.
3.
Outstanding QRE issues documented by ERCOT as of 12/16/02 be
95% complete. (“In Progress” and “In Analysis” as reported to RMS
12-18-2002)
4.
ERCOT shall have the organization and procedures in place to daily
synchronize ERCOT’s Siebel and Lodestar systems, and
synchronization of Siebel and Lodestar systems shall be in place before
the initial release of SCR727 data to Market Participants.
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TAC Resolution From 2/6 Meeting
1.
2.
ERCOT: make SCR 727 data extracts available as soon as
possible
RMS: Consider effected ESI IDs (customers), and the results
from the February 7th Siebel and Lodestar synchronization
activities, and bring an amended resolution to the TAC for
consideration at its March Meeting.
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RMS Resettlement Criteria 2-24-2003
Review of Previously Approved Resolution
Consideration of Additional Criteria or Resolution Alternatives
Framing of Resolution for Vote
Primary TAC and Board concerns:
Impact on customers
Uncertainty regarding schedule and timelines
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RMS Resettlement Criteria 2-24-2003
RMS recommends TAC approve the following criteria for restarting
true-up settlement for 2002:
1.
Develop functionality and provide data extract as defined in SCR 727.
10
RMS Resettlement Criteria 2-24-2003
RMS recommends TAC approve the following criteria for restarting
true-up settlement for 2002:
1.
Develop functionality and provide data extract as defined in SCR 727.
Given information provided on SCR 727 development, delivery
schedule and discrepancy resolution process, does this criteria need to
be altered?
11
RMS Resettlement Criteria 2-24-2003
RMS recommends TAC approve the following criteria for restarting
true-up settlement for 2002:
2.
Market Sync completion criteria will be 95% complete for ERCOT
and CR groups and 95% complete for each TDSP for Priorities 1,2,4(1)
and 5 as reported on the Market Sync Reporting tool status.
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RMS Resettlement Criteria 2-24-2003
2.
Market Sync completion criteria will be 95% complete for ERCOT
and CR groups and 95% complete for each TDSP for Priorities 1,2,4(1)
and 5 as reported on the Market Sync Reporting tool status.
Market synch survey questions:
What is your projected schedule for attaining resolution of 95% of
out-of-synch conditions?
What items are barriers to successful resolution of these
conditions? What do you need from whom and by when to meet your
schedule?
What is your estimate of the number of customers whose issues
cannot be addressed if 5% are not addressed?
What target success criteria, if any, do you think should be
applied to resolution of out-of-synch conditions?
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RMS Resettlement Criteria 2-24-2003
Market synch survey responses:
Responses received from 13 REPs, 4 TDSPs, ERCOT
What is your projected schedule for attaining resolution of 95% of
out-of-synch conditions?
Done: 4
4/1/03 (+/- 15 days): 10
No response: 4
What items are barriers to successful resolution of these
conditions? What do you need from whom and by when to meet your
schedule?
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RMS Resettlement Criteria 2-24-2003
Market synch survey responses:
What is your estimate of the number of customers whose issues cannot
be addressed if 5% are not addressed?
REPs: ~17,500 cumulative
TDSPs: ~2,000 cumulative
No response: 1
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RMS Resettlement Criteria 2-24-2003
Market synch survey responses:
What target success criteria, if any, do you think should be applied to
resolution of out-of-synch conditions?
100%: 2
99%: 2
95% (with a variety of qualifiers): 11
Use absolute numbers, not %: 1
Criteria not applicable: 1
No response: 1
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RMS Resettlement Criteria 2-24-2003
RMS recommends TAC approve the following criteria for restarting
true-up settlement for 2002:
2.
Market Sync completion criteria will be 95% complete for ERCOT
and CR groups and 95% complete for each TDSP for Priorities 1,2,4(1)
and 5 as reported on the Market Sync Reporting tool status.
Given market synch project status, survey responses and further
consideration, does this criteria need to be altered?
17
RMS Resettlement Criteria 2-24-2003
RMS recommends TAC approve the following criteria for restarting
true-up settlement for 2002:
3.
Outstanding QRE issues documented by ERCOT as of 12/16/02 be
95% complete. (“In Progress” and “In Analysis” as reported to RMS
12-18-2002)
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RMS Resettlement Criteria 2-24-2003
3.
Outstanding QRE issues documented by ERCOT as of 12/16/02 be
95% complete. (“In Progress” and “In Analysis” as reported to RMS
12-18-2002)
QRE survey questions:
What is your estimate of the number of customers whose issues
cannot be addressed if 5% are not addressed?
What target success criteria, if any, do you think should be
applied to resolution of out-of-synch conditions?
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RMS Resettlement Criteria 2-24-2003
QRE survey responses:
What is your estimate of the number of customers whose issues cannot
be addressed if 5% are not addressed?
REPs: ~6,000 cumulative
TDSPs: ~3,000 cumulative
No response: 3
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RMS Resettlement Criteria 2-24-2003
QRE survey responses:
What target success criteria, if any, do you think should be applied to
resolution of QRE issues?
100%: 3
99%: 2
95% (with a variety of qualifiers): 8
Use absolute numbers, not %: 1
Criteria not applicable: 3
No response: 1
21
RMS Resettlement Criteria 2-24-2003
RMS recommends TAC approve the following criteria for restarting
true-up settlement for 2002:
3.
Outstanding QRE issues documented by ERCOT as of 12/16/02 be
95% complete. (“In Progress” and “In Analysis” as reported to RMS
12-18-2002)
Given QRE status, survey responses and further consideration, does
this criteria need to be altered?
22
RMS Resettlement Criteria 2-24-2003
RMS recommends TAC approve the following criteria for restarting
true-up settlement for 2002:
4.
ERCOT shall have the organization and procedures in place to daily
synchronize ERCOT’s Siebel and Lodestar systems, and
synchronization of Siebel and Lodestar systems shall be in place before
the initial release of SCR727 data to Market Participants.
23
RMS Resettlement Criteria 2-24-2003
RMS recommends TAC approve the following criteria for restarting
true-up settlement for 2002:
4.
ERCOT shall have the organization and procedures in place to daily
synchronize ERCOT’s Siebel and Lodestar systems, and
synchronization of Siebel and Lodestar systems shall be in place before
the initial release of SCR727 data to Market Participants.
Given Siebel and Lodestar synchronization status, does this criteria
need to be altered?
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RMS Resettlement Criteria 2-24-2003
Are there other criteria that need to be considered as part of
resettlement restart?
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