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Supporting materials for RMS

Provided by Retail Customer Choice (RCC) team

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Pro-Active Transaction Resolution Measures

867s Received on Cancelled Service Orders

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SituationERCOT periodically receives 867_03 Finals and 867_04s for service orders that are Cancelled in ERCOT systems. The Service Order Sub-Statuses that are considered Cancelled are: CR Requested, Customer Objection, ERCOT Operating Rule, Manual, Permit Not Received, with Exception, Unexecutable and Rejected by TDSP. This can indicate an out-of-sync condition between the TDSP and ERCOT.

Mechanism for Handling 867 RCSO:Step 1: ERCOT produces 867RCSO data each Friday and submits a report file to each TDSP

and CR via the ERCOT PortalStep 2: The TDSPs review the report line items and take one of the following actions:

a) If the TDSP has cancelled the service order, no further action is requiredb) If the TDSP has completed the service order, they will initiate a day-to-day MarkeTrak issue and work with ERCOT to get ERCOT systems changed to complete. Completion of cancelled service orders will require the approval of the CR initiating the transaction.

(Note: For Cancel by Customer Objection, the TDSP will honor the cancel in their systems)

867s received on Cancelled Service Orders

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867s received on Cancelled Service Orders - 2007

Cancel Type Total Apr. '07 Mar. '07 Feb. '07 Jan. '07

CR Requested 59 7 20 17 15

Customer Objection 11 4 7 0 0

ERCOT Operation Rule 2,136 493 645 563 435

Manual 32 7 9 9 7

Permit not received 10 2 2 4 2

Rejected by TDSP 56 2 6 17 31

Unexecutable 75 12 17 30 16

W/Exception 48 0 31 9 8

Grand Total 2,427 527 737 649 514

TDSP Total Apr. '07 Mar. '07 Feb. '07 Jan. '07

AEP 93 17 28 30 18

CenterPoint 10 3 1 1 5

ONCOR 2,283 504 682 615 482

Sharyland 34 3 25 0 6

TNMP 5 0 1 2 2

Nueces 2 0 0 1 1

WTU-TDSP 0 0 0 0 0

Grand Total 2,427 527 737 649 514

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Pro-Active Transaction Resolution Measures

Missing 867 Report Summary

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Missing 867 Report • The Missing 867 Report will provide TDSPs information about Service

Orders in a scheduled state for which ERCOT has not received an 867 completing transaction at least seven days after the scheduled meter read

• Weekly report provided to the TDSP via the ERCOT Portal Stats Summary:

Missing 867 Report

1/24/07Total

2/27/07Total

3/27/07Total

04/24/07Total

Apr '07 Mar '07

Feb '07

Jan '07

Dec '06

Nov '06

> 6 Months

AEP-C 196 181 127 144 91 33 5 8 2 2 3AEP-N 28 29 26 31 21 4 3 2 1 0 0AEP-N SPP 0 0 0 0 0 0 0 0 0 0 0Centerpoint 650 376 521 963 797 100 34 8 13 3 8Nueces Pilot TDSP 192 85 80 77 56 11 3 3 0 2 2Sharyland 178 80 44 35 0 9 1 3 1 0 21TNMP 184 80 59 36 6 8 10 8 4 0 0ONCOR 1,945 1,556 1,983 1,647 641 423 172 80 45 37 249WTU - SPP 0 0 0 0 0 0 0 0 0 0 0Total 3,373 2,387 2,840 2,933 1,612 588 228 112 66 44 283

Breakout of 04/24/07 Data

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Missing 867 Report

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MarkeTrak Issue Statistics

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Day to Day Issues Submitted by Sub Type

Sub-Type Feb 07 Mar 07 Apr 07

997 Issues 43 4 20

Cancel with Approval – CR 3162 4281 3696

Cancel with Approval – TDSP 16 24 18

Cancel without Approval 40 23 18

Inadvertent Switch 2074 2035 2036

Missing TXNS 338 545 587

Other 562 324 343

Reject TXNS 14 15 5

Rep of Record 37 18 16

Siebel CHG/Info 199 238 235

Usage/Billing Issues 1864 1921 1271

Total D2D Issues Submitted 8349 9428 8245

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Inadvertent Switch Votes

IAS Issue Voting Details: 04/01/07– 4/30/07

Gaining MP Vote

Losing MP Vote Total(s)

Vote not received 

Agree Disagree  

Vote not received 

464 74 97 635

Agree 40 1088 12 1140

Disagree 242 19 0 261

Totals byVote

746 1181 109 2036

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MarkeTrak DEV LSE Issues Submitted

Sub-Type Feb 07 Mar 07 Apr 07

LSE date change: Start and Stop - CR 28 6 61

LSE date change: Start and Stop – TDSP 3 0 0

LSE date change: Start Time – CR 75 647 407

LSE date change: Start Time – TDSP 30 21 64

LSE date change: Stop Time – CR 723 1089 1423

LSE date change: Stop Time – TDSP 82 8 20

LSE in ERCOT system not MP – CR 55 45 110

LSE in ERCOT system not MP – TDSP 14 8 3

LSE in MP sys not ERCOT: active – CR 42 112 267

LSE in MP sys not ERCOT: active – TDSP 7 48 1

LSE in MP sys not ERCOT: inactiv - CR 50 1715 884

LSE in MP sys not ERCOT: inactiv - TDSP 1 1 2

Total DEV LSE Issues Submitted 1110 3700 3242

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MarkeTrak DEV Non-LSE Issues Submitted

Sub-Type Feb 07 Mar 07 Apr 07

DEV-Existence 10 6 14

DEV-Char 825 1063 5492

DEV-IDR Usage 61 129 481

DEV-Non-IDR Usage 7694 869 3378

Total DEV Non-LSE Issues Submitted 8590 2067 9365

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MarkeTrak Issues Submitted By Source

Total Issues Submitted By Source: 04/01/07 – 04/30/07

Issue Type Source Total(s)

  gui api bulk  

D2D 6585 2 1654 8241

DEV-LSE 94 2941 197 3232

DEV-Existence 14 0 0 14

DEV-Char 4 4949 539 5492

DEV-IDR Usage 3 473 5 481

DEV-Non-IDR Usage 6 2756 616 3378

LPA 7 0 0 7

Total Submitted bySource

6713 11121 3011 20845

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MarkeTrak Withdrawn Failed Analysis

Total Issues Withdrawn or Failed Analysis: 04/01/07 – 04/30/07

State Issue Type Total(s)

  D2D DEV-LSE  

Failed Analysis 0 1733 1733

Withdrawn 55 3 58

Totals byIssue Type

55 1736 1791