11

Update to RMS Update to RMS

December 9, 2009December 9, 2009

22

Issues Under ReviewIssues Under Review

I087 – PUCT Substantive Rule §25.493 (e) I087 – PUCT Substantive Rule §25.493 (e) states that ERCOT “shall develop states that ERCOT “shall develop procedures to facilitate the expeditious procedures to facilitate the expeditious transfer of large numbers of customers transfer of large numbers of customers from one REP to another.”from one REP to another.”

Next Step: Next Step: – Draft RMGRR in process of being Draft RMGRR in process of being

developed for submission by Texas developed for submission by Texas SETSET

33

Issues Under ReviewIssues Under Review

I104 – Add additional SAC04 Codes I104 – Add additional SAC04 Codes for Transition Charges, Transition for Transition Charges, Transition Charge Off Allowance, Credits and Charge Off Allowance, Credits and Weather EventsWeather Events

Next Step: Next Step: – Texas SET will continue to Texas SET will continue to

discuss possible solutionsdiscuss possible solutions

44

2009 2009 AccomplishmentsAccomplishments

55

§ Analyzed new PUCT Rules and “Issues“ Analyzed new PUCT Rules and “Issues“ submitted to TX SET by various submitted to TX SET by various stakeholdersstakeholders

§ Assessed impacts to retail transactions Assessed impacts to retail transactions and business processes and business processes

§ Submitted Submitted 5 Retail Market Guide Revision 5 Retail Market Guide Revision RequestsRequests

§ Submitted 3 Protocol Revision Requests Submitted 3 Protocol Revision Requests and 2 Nodal Protocol Revision Requestsand 2 Nodal Protocol Revision Requests

§ Revised the Solution to Stacking Revised the Solution to Stacking DocumentDocument

§ Reviewed TX Reviewed TX SET Change Controls for SET Change Controls for Future ReleaseFuture Release

§ Discussed a TX SET Guide Release for mid Discussed a TX SET Guide Release for mid 2010, not including any system changes2010, not including any system changes

TX SET 2009 TX SET 2009 Accomplishments Accomplishments

66

§ Submitted the Following Retail Submitted the Following Retail Market Guide Revision RequestsMarket Guide Revision Requests• RMGRR 072 – Clarification that ESI ID Count is for Active RMGRR 072 – Clarification that ESI ID Count is for Active

REP of Record in the CBCI FileREP of Record in the CBCI File

• RMGRR 073 – Mass Transition of ESI IDs Due to AcquisitionRMGRR 073 – Mass Transition of ESI IDs Due to Acquisition

• RMGRR 078 – Adding Additional Fields go the Customer RMGRR 078 – Adding Additional Fields go the Customer Billing Contact Information File Billing Contact Information File

• RMGRR 079 – Changes to Support Revisions to the PUCT RMGRR 079 – Changes to Support Revisions to the PUCT POLR and Expedited Switch RulesPOLR and Expedited Switch Rules

• RMGRR 080 – Define E-mail Address Format for the Detail RMGRR 080 – Define E-mail Address Format for the Detail Record in the Customer Billing Contact Information FileRecord in the Customer Billing Contact Information File

TX SET 2009 TX SET 2009 Accomplishments Accomplishments

77

§ Submitted the Following Protocol Submitted the Following Protocol Revision RequestsRevision Requests• PRR 805 – Adding POLR Customer Class and AMS Meter PRR 805 – Adding POLR Customer Class and AMS Meter

Flag to the Database Query Function on the MISFlag to the Database Query Function on the MIS• NPRR 171NPRR 171

• PRR 806 – Re-Registration of Market Participant due to PRR 806 – Re-Registration of Market Participant due to Mass Transition of ESI IDsMass Transition of ESI IDs• NPRR 170NPRR 170

• PRR 819 – Changes to Support Revisions to the PUCT PRR 819 – Changes to Support Revisions to the PUCT POLR and Expedited Switch RulesPOLR and Expedited Switch Rules• NPRR 191NPRR 191

TX SET 2009 TX SET 2009 Accomplishments Accomplishments

88

§ Acquisition Task Force:Acquisition Task Force:– Texas SET accepted responsibilities of Texas SET accepted responsibilities of

ATF. Texas SET responded to the ATF. Texas SET responded to the Short Term solution and is still Short Term solution and is still investigating the Long Term Solution, investigating the Long Term Solution, as required by PUCT Subst. R. as required by PUCT Subst. R. §25.493.§25.493.

§ Advanced Metering Implementation Advanced Metering Implementation Team Team (PUCT Project 34610)(PUCT Project 34610)– Provided an assessment to AMIT of Provided an assessment to AMIT of

the business requirements for the the business requirements for the Retail Market Interface ProjectRetail Market Interface Project

– Continue to track Advanced Metering Continue to track Advanced Metering impacts as identified impacts as identified

TX SET 2009 TX SET 2009 AccomplishmentsAccomplishments

99

The next TX SET The next TX SET meeting meeting

will be January 28th at will be January 28th at ERCOT Met Center ERCOT Met Center

Any questions?Any questions?