retail market subcommittee update to cops
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Retail Market Subcommittee Update to COPS. Kathy Scott. RMGRR124 RMS Consideration. RMGRR124 , New REP Operating Rule 13, CSA Bypass Code (Vote) - PowerPoint PPT PresentationTRANSCRIPT
Retail Market Subcommittee Retail Market Subcommittee Update to COPSUpdate to COPS
Kathy Scott
September 10, 2014 1
RMGRR124 RMS RMGRR124 RMS Consideration Consideration
RMGRR124, New REP Operating Rule 13, CSA Bypass Code (Vote)◦ 08/05/14 Language Review/Vote: This Retail Market
Guide Revision Request (RMGRR) instructs Retail Electric Providers (REPs) on the correct usage of the Continuous Service Agreement (CSA) bypass code within the 814_24, Move-Out Request. NOTE: RMS Solution to NPRR583’s Withdrawal 08/05/14: RMS unanimously Approved RMGRR124 as
recommended TX SET. IA is scheduled for RMS consideration on 9/9/14.
9/9/14 Impact Analysis: No impacts to ERCOT Staffing, computer systems, business functions or ERCOT grid operations and practices. This Retail Market Guide Revision can take effect upon TAC approval. Registration System (REG) will be impacted. RMS Unanimously Approved IA for RMGRR124
September 10, 2014 RMS Update to COPS 2
RMGRR125 RMS RMGRR125 RMS Consideration Consideration
RMGRR125, Updates to Transition Process (Vote)◦ 08/05/14 Language Review/Vote: This Retail Market Guide
Revision Request (RMGRR) updates the business process for providing Market Participant contact information utilized during a Mass Transition or Acquisition Transfer event. ERCOT will use the contact information provided by Market Participants via registration forms or NCIs, eliminating the need for Market Participants to provide contact information via Appendix F1 08/05/14: RMS unanimously Approved RMGRR125 with RMS
edits. IA is scheduled for RMS consideration on 9/9/14. 9/9/14 Impact Analysis: Less than $10K, which will be absorbed
by the Operations and Maintenance (O&M) budget of affected department. No project required. This Retail Market Guide Revision can take effect upon TAC approval. Registration System (REG) will be impacted. RMS Unanimously Approved IA and Approved RMGRR125 edits
September 10, 2014 RMS Update to COPS 3
TX SET Approved Change TX SET Approved Change Control:Control:
•Texas SET Working Group Change Control Request- 2014-803 (Vote) •New SAC04 of “MSC055” – Surcharge Energy Efficiency” was requested to be added to the 810_02 TDSP to CR Invoice by CenterPoint Energy to support PUCT Docket 42359
•RMS unanimously approved TX SET’s request to update the 810_02 Implementation Guide to include this new “MCS055” discretionary surcharge with an effective date of 9/1/14.
September 10, 2014 RMS Update to COPS 4
Withdrawal Request Withdrawal Request SCR 776, Retail Data Transport Upgrade to NAESB
EDM v2.2 (Vote)◦ With the implementation of NPRR555 created additional changes that
were not included in the approved and published NAESB v2.2 nor SCR776. These new market processes are currently being worked through NAESB and once approved by NAESB will be incorporated into a new SCR for subcommittee/committee consideration in a future retail market data transport upgrade. 8/5/14: TDTWG requested RMS and TAC unanimously endorsed the
withdrawal of SCR776.
RMGRR111, Process Updates for the Request of Historical Usage Data via Smart Meter Texas Web Portal Update◦ The Smart Meter Texas (SMT) project team is currently developing a
new Letter of Authorization (LOA) process that is planned for implementation in the fourth quarter of 2014. This SMT LOA process will create new functionality that allows Customers registered on SMT to authorize third parties access to their historical usage data. Due to this project’s planned implementation, AMWG is withdrawing RMGRR111.
September 10, 2014 RMS Update to TAC 5
RMS Working Group Updates:RMS Working Group Updates:◦ Texas Data Transport Working Group (TDTWG):
Continues to meet with NAESB to provide Retail Market expertise concerning market changes needed to support NPRR555 in NAESB’s next published version.
ERCOT worked through TDTWG to develop Retail’s Unplanned IT System Outage Disaster Recovery Plan: Per ERCOT Retail IT Systems will be available at alternate location in
12 hours, this timeframe includes troubleshooting and root cause analysis.
ERCOT has also planned failover exercise to evaluate their Retail unplanned recovery plan and tweak failover procedures if applicable
◦ Texas SET (TX SET) Updating Retail Market Guide Market processes to align with
approved PUCT Docket 41121 – Rulemaking Proceeding to Amend PUCT Subst. Rule 25.214 and Pro-Forma Retail Delivery Tariff.
Working to improve Market Test Flights by creating efficiencies, reducing outdated test scripts and reducing timeframes involved.
September 10, 2014 RMS Update to TAC 6
RMS Working Group Updates:RMS Working Group Updates:◦ Advanced Metering Working Group (AMWG)
07/30/14: Change Request 017 Smart Meter Texas (SMT) Rep of Record (ROR) Historical Usage Backfill training held. CRs were provided Training with interim subscription process for requesting historical usage for current and newly gained ESI IDs where they are REP of Record. Note: Long term solution implemented with 3rd Party
Access Training documents posted to the AMWG main page on
ERCOT.com http://www.ercot.com/committees/board/tac/rms/amwg
08/26/14: AMWG agreed to forward Change Request 2014_018 “Request to add generation data viewable on the SMT portal” to RMS for Approval. 09/09/14: RMS Unanimously Approved CR 2014_018
September 10, 2014 RMS Update to COPS 7
RMS Working Group Updates:RMS Working Group Updates:◦ Advanced Metering Working Group
(AMWG)
Smart Meter Texas (SMT) 3rd Party Access: Remains on target for a 4th quarter release of 2014
User Acceptance Testing (UAT) In Progress Third-Party Volunteer Tester Sessions ramping up
Third-Party Market Integration / Instruction Webinars scheduled for September and November. Training details provided in slides 9-12 of this update
September 10, 2014 RMS Update to COPS 8
9
Third-Party Security Independent Review
1st Quarter 2nd Quarter
20133rd Quarter 4th Quarter
2014
Third-Party Customer Experience Review
SMT Customer Experience Changes
Third-Party Technical Design & Development
Security Validation
Additional Solution Requirements
Third-Party Solution Testing
Third-Party Implementation
SMT 3rd Party Access Project Schedule
Third-Party Design AMIT / SMT DO
Third-Party Volunteer Testers Technical Integration Sessions & Testing
Security Validation
SMT Design Assessment
Legend
Completed In Process Future Task
1st Quarter 2nd Quarter 3rd Quarter 4th Quarter
Third-Party Market Integration / Instruction Webinars
RMS Working Group Updates:RMS Working Group Updates:Smart Meter Texas (SMT) 3rd Party
Access Training Agenda: ◦ Evolution to SMT Third Party & Usability
◦ Today’s Agenda
◦ Overview of Usability Enhancements
◦ Presentation of the SMT Third-Party Navigation Prototype
◦ Third-Party Functional Design (Process Flow) Walk-through Overview of SMT Third-Party Functionality Third-Party Registration & Account Management Energy Data Agreement In-Home Device Agreement In-Home Device Services Agreement
◦ SMT Application Programming Interfaces (API) Walk-through
◦ Overview of Available SMT APIs
◦ API Definition and Structure (Adhoc Usage Request and Scheduled Report Request API)
◦ What Third-Parties need to know before Registering with SMT
◦ Q&A
September 10, 2014 RMS Update to COPS 10
11
SMT 3rd Party Access Training Schedules:
• September 16, 2014– Location Auditorium Ground Floor CenterPoint Energy Building 1111
Louisiana, Houston Texas 77002
– Time 1:00 PM to 5:00 PM
– Web Conference: https://apps.na.collabserv.com/meetings/join?id=381-682
– Dial In: 888-426-6840 Participant Code: 59114981
• September 19, 2014– Location MCL Grand Theater 100 North Charles St. Lewisville
Texas 75057
– Time 1:00 PM to 5:00 PM
– Web Conference: https://apps.na.collabserv.com/meetings/join?id=381-682
– Dial In: 888-426-6840 Participant Code: 59114981
12
SMT 3rd Party Access Training Schedules:
• October 28, 2014*– Location: ERCOT Met Center Conference Room 206 Following RMS Austin, Texas– Time 1:00 PM to 5:00 PM– Web Conference: https://apps.na.collabserv.com/meetings/join?id=381-682– Dial In: 888-426-6840 Participant Code: 59114981
• November 11, 2014– Location Auditorium Ground Floor CenterPoint Energy Building 1111 Louisiana, Houston
Texas 77002– Time 1:00 PM to 5:00 PM– Web Conference: https://apps.na.collabserv.com/meetings/join?id=381-682– Dial In: 888-426-6840 Participant Code: 59114981
• The training will start at 1:00 PM promptly.
• Please be on time and if on web conference, please remember to MUTE your telephone.
• No RSVP is required.
RMS Taskforces Updates:RMS Taskforces Updates:◦MarkeTrak Task Force (MTTF)
Unexpected problems were identified during market testing that includes ERCOT’s CERT environment, MarkeTrak application and and API processing. With these identified issues a market call was scheduled and decision made to delay MarkeTrak Phase III Part B from July 26/27 to August 17, 2014 to allow time for these issues and market concerns to be resolved.
August 17, 2014 – Retail Market successfully implemented MarkeTrak SCR 756 Phase III Part B into production and systems are currently in a 2 month stabilization period.
MarkeTrak 101 Training on October 24, 2014 9:30 AM – 4:00 PM MTTF will conduct Lessons Learned meeting in 4QTR 2014
◦Sharyland Transition Taskforce (STTF): Transition to Competitive Market Complete Completed Lessons Learned session September 9, 2014 during
RMS meeting. 9/9/14 RMS unanimously approved to sunset STTF
September 10, 2014 RMS Update to COPS 13
ERCOT Updates:ERCOT Updates:
◦Performance Measures 2QTR 2014:
◦Inadvertent Gain Update- Market and Sharyland Service Territory:
◦ERCOT’s Disaster Recovery Update:
September 10, 2014 RMS Update to COPS 14
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ERCOT Updates:ERCOT Updates:◦ Flight 1014 Update
Flight 1014 signup deadline is 5:00 PM CPT tomorrow, 09/10/14
5 New CRs will be testing (Including 3 additional DUNS) Existing CRs: 6 CRs are testing for Change of Service
Provider (1 of these is adding a new territory), and 5 CRs are testing for a bank change, 1 CR is adding a new territory.
◦Flight 1014 Schedule: Flight 1014 signup began 09/03/14 Flight 1014 signup deadline is 09/10/14 Connectivity kick-off conference call is 09/16/14 Flight kick-off conference call is 10/03/14 Day 1 transactions begin 10/06/14 Flight 1014 is scheduled to conclude 11/18/14
(contingency period until 12/09/14)September 10, 2014 RMS Update to COPS 15
Retail Mass Transition Event!Retail Mass Transition Event!On Thursday August 21, 2014, the Public Utility Commission of Texas (PUCT) issued an order revoking PROTON ENERGY, INC’s (Proton) Retail Electric Provider (REP) certificate. Proton is a Qualified Scheduling Entity (QSE) and Load Serving Entity (LSE), DUNS Number 830590951, in the ERCOT Region.
Pursuant to PUC Subst. R. 25.43(p)(10)(C), upon the issuance of a PUCT order decertifying a REP, ERCOT initiated a Mass Transition to POLR providers for all of the Customers served by this REP.
Pursuant to Protocol Section 15.1.3, Mass Transition, and Retail Market Guide (RMG) Section 7.11, Mass Customer Transition Process, ERCOT began the Mass Transition of Proton’s customers on Thursday August 21, 2014. All of Proton’s ESI IDs were gained by one or more POLRs and allocation was completed per the PUCT Mass Transition process.
Proton’s Load was approximately 61 MWhs per day and the number of ESI IDs involved was approximately 641.
◦Transition Date: Saturday, August 23, 2014
◦Impacted TDSPs: AEP, CNP and Oncor’s Service Territories
◦640 ESI IDs completed with 8/23/14 Mass Transition Date and 1 ESI ID completed with 8/22/14 according to Customer’s Requested Move-In Date.
September 10, 2014 RMS Update to COPS 16
Announcements! Announcements! AMS Data Workshop I (6/27/2014)
http://www.ercot.com/calendar/2014/06/20140627-AMSDATAWORK
◦FOCUS: overview of ERCOT and TDSP processes for AMS data
AMS Data Workshop II (8/4/2014) http://www.ercot.com/calendar/2014/08/20140804-AMSDATAWork
◦FOCUS: discussion of requests for ERCOT generated metrics on AMS data regarding timing for AMS data to ERCOT and comparisons between the monthly usage and 15-min usage
AMS Data Workshop III (Friday, 9/19/14 at 9:00 am)
http://www.ercot.com/calendar/2014/09/20140919-AMSDATAWORK
◦FOCUS: review ERCOT draft data metrics, ERCOT follow-ups on data provided, reports and extracts information, overview of SMT processes for file validation/synchronization, TDSP follow-ups on AMS mismatches, demand response, planned outages
September 10, 2014 RMS Update to COPS 17
Announcements! Announcements! September 30, 2014 RMS Meeting Cancelled
◦ Cancelled due to date conflicts with Gulf Coast Power Association (GCPA) Fall Conference scheduled in Austin, also this meeting date wouldn’t be very beneficial since the September 9th meeting was only 2 weeks prior.
2014 AEP CR Workshop – Save the Date ◦ September 30, 2014 - October 1, 2014 ◦ Corpus Christi Town Club, Corpus Christi, TX
2014 Oncor CR Workshop – Save the Date ◦ Monday, November 10, 2014 - Tuesday, November 11, 2014◦ George Bush Presidential Center (near SMU campus)
September 10, 2014 RMS Update to COPS 18
Questions?Questions?
19September 10, 2014 RMS Update to COPS