TDTWG

NAESB EDM v1.6

Project Updateto

RMS

Thursday October 16, 2003

TDTWGProject History

• GISB EDM v1.4 – July 08, 2002 RMS votes to approve:

• Data transport change from FTP to GISB EDM v1.4• Targeted FTP Retirement date - April 1, 2003• Market participants agreed to migrate to GISB EDM v1.4 via

ERCOT/TDTWG project plan

– Market migration concluded on Q2, 2003

• NAESB EDM v1.6 – July 08, 2002 RMS votes to approve:

• Data transport change from GISB EDM v1.4 to NAESB EDM v1.6 • Target GISB EDM v1.4 Retirement date – Q1, 2004

• TDTWG would create Market Survey necessary for project planning for timing and readiness of project testing and implementation

• Testing and migration would be coordinated with Market Test Flights

TDTWGWhere We Are!

Area Task Description Comment

PLANNING

TDTWG Project Charter Project description, Objective, Scope, Deliverables, Project Team and governance of the project

• Published – • Market review and

agreement achieved

Market Survey Survey of Market Readiness for implementation/migration to NAESB EDM v1.6. Identifies contingencies, dependencies, and primary contact information for market coordination. Survey was emailed from ERCOT Client Relations to the Primary Market Participant Registration contacts and TDTWG.

• Completed• Results compiled

and incorporated into detailed project plan

Project Plan / Timeline Project schedule to include development, testing, and migration schedules/timeline for each Market Participant. Market Participant sign-off for key milestone dates will be required.

• Completed• 10/01/03

Vendor SW Available Vendor NAESB EDM V1.6 software available to its users. • Delivered• 08/15/03

Market Implementation Guide

Document for Market Participants to use in support of project implementation. Identifies methodology for implementation, testing/migration requirements, and project contacts.

• Reviewed and received agreement from the Market

Testing Approach Document

Document is to define a detailed, comprehensive plan for controlling and testing the NAESB EDM 1.6 data transport effort by organizing the testing activities. Includes detail test schedules for ERCOT-TDSP, ERCOT-CR, TDSP-CR.

• Published – • Market review and

agreement achieved

EXECUTION

Planning – Execution Market Project Kickoff Conference Calls

Market participant understanding and compliance of the testing and implementation approach for the NAESB EDM v1.6 project. 100 % agreement was achieved on the call.

• Completed• 10/03/03

Market Update Distribute to RMS List Serve

Distributed N AESB EDM v1.6 project update addressing latest project timeline and approach

• Completed• 09/26/03

TDTWGTesting Project Approach

ERCOT

TDSPs

CRs

Phase 1: ERCOT and TDSPs1st Phase of testing will be between ERCOT and the TDSPs

3 week duration• 1 week of initial testing• 1 week for rework• 1 week for retest

Phase 2: ERCOT and CRs2nd Phase of testing will be between ERCOT and the CRs

6 week duration• 3 weeks of initial testing• 1 week for rework• 2 weeks for retest

Phase 3: TDSPs and CRs3rd Phase of testing will be between the TDSPs and the CRs

6 week duration• 3 weeks of initial testing• 1 week for rework• 2 weeks for retest

TESTING ENTITY

TDTWGNAESB EDM v1.6 Timeline/Milestones

Initiation• Initial strategy

sessions• Draft survey

compiled• Draft guideline

compiled• High-level

time line identified

• Project sourced at ERCOT

Planning• Survey issued;

results gathered• Guideline

approved and published

• Schedules & dependencies identified

• Project Charter approved

• Plan finalized and approved

• Vendor SW available

MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB 03 03 03 03 03 03 03 03 04 03

6/27 Timeline, Survey, & Imp. Guide Review

7/7 Initial Charter & High-level Project Plan developed

7/14 Implementation

Guide Sent to Market for

Review

9/5 Survey Results back from Market

10/01: Signed Charter Docs Returned/ Plan Finalized/ Testing Schedules Approved/ Vendor SW Available

7/31FERC NAESB Standard Decision

8/25 Survey, Guide, and

Project Charter

published to Market

Continued on Next Slide

TDTWGNAESB EDM v1.6 Timeline/Milestones

Execution• ERCOT chges

implemented• MP changes

implemented• Cycled Testing• Scheduled

Migrations

Closure• Lessons Learned• Operations

support

OCT NOV DEC JAN FEB MAR APR MAY JUN JUL 03 03 03 04 04 04 04 04 04 04

1/05 Phase 2 Test Start: ERCOT-CR’s

2/13 Phase 2 Test End

2/16 Phase 3 Test Start: TDSP’s-CR’s

3/26 Phase 3 Test End

12/19 Phase 1 Test End

4/05 Migration Start

12/01 Phase 1 Test Start: ERCOT-TDSP’s

4/16 Migration End

4/26 TX SET 2.0 Connectivity Test Start for New MPs

10/01 Market Dev Start

Mid-May: Close Project

4/23 Lessons Learned Mtg

10/27 TCW form sent to Market for Completion

11/14 TCW Forms Ret- urned

TDTWGMarket Participant Comments & Concerns

• Market Participant comments and concerns received to date have been addressed

• Comments and concerns have primarily included:– TDTWG NAESB EDM v1.6 Guideline interpretations– Running GISB v1.4 and NAESB v1.6 concurrently, possibly

requiring support for multiple test environments– Overlapping testing timelines – Flight Test (0104 & 0304) vs.

NAESB EDM V1.6– Compliance with NAESB – Required vs. Mutually Agreed– Vendor Software Availability– Resource constraints

TDTWGReference Documents

• Documentation supporting the project is available on the ERCOT web-site:

– TDTWG NAESB EDM v1.6 Implementation Guide

– Market Participant Survey

– Project Charter document

– NAESB EDM v1.6 survey results

– Project Timeline document

– Testing Approach document (Identifies Testing Phase I – III Schedules)

http://www.ercot.com/participants/committees/tdtwg_comm.htm

TDTWGNext Steps

• RMS Update - 10/16/03• TDTWG Meeting - 10/24/03• Update TDTWG Website with “FAQs”• Scheduled Project Testing Activities

– Phase I - TDSP & ERCOT Testing Readiness Call – 11/22/03

– Phase II - CR & ERCOT Testing Readiness Call – 12/17/03

– Phase III - CR & TDSP Testing Readiness Call – 02/11/04

• Project Team updates will be provided to RMS as needed via the ERCOT – Retail Market Services

• Post April 03, 2004 NAESB EDM v1.6 migration– New Market Participants entering the market must support NAESB EDM v1.6

TDTWGProject Support Team

• As the project moves forward, the Project Team will ensure that all communications, questions and concerns will continued to be addressed

– Project Team Support• TDTWG

– Debbie McKeever – Chair

– Susan Tope – Vice Chair

– TDTWG Technical Experts

• ERCOT Team– Rob Connell – IT PM Director

– John Kassell – Business Project Manager

– Jill Prince – IT Project Manager

– Dave Farley – IT Delivery Manager

– Clay Katskee – NAESB EDM v1.6 / Paperfree Analyst

– Nagaraju (Naga) Valasagandla – NAESB EDM v1.6

– Michael Taylor – Paperfree Analyst

– Suzette Wilburn – Retail Market Liaison

TDTWGQuestions?