Profiling Working Group October 16, PWG Update Report By Ernie Podraza of Reliant Energy ERCOT PWG Chair for RMS Meeting October 16, 2003

Profiling Working Group October 16, Next PWG Meetings 10/22, 11/5, 11/19 and 12/4. PRR Draft on IDR Optional Removal Threshold. Permissible effective dates in profile change requests. PRR471 for NIDR to IDR Default Profile. Default Profiles. PRR469 for Protocols Section 18 to PRS. Annual Profile Type and Weather Zone Validation. Protocols Section , Future IDRs Impact Analysis. Retail Point to Point Transaction PWG Example: Profile Ids New TOU Schedule Process. ERCOT Load Research – PR30014 Project Timeline. Oil and gas properties profile change request. Gas/Convenience 24 hr Stores profile change request. Direct Load Control (DLC) Project Status. IDR Requirement Report.

Profiling Working Group October 16, PRR Draft on IDR Optional Removal Threshold 1.RMS requested PWG review Sara Ferris’s IDR Removal draft PRR on 9/26/ PWG on 10/01 wrote a new draft. 3.PWG shall complete the threshold value amount on 10/22. 4.PWG shall submit final recommended PRR to RMS on 11/13. 5.Except: IDR Optional Removal Threshold: A CR may request the replacement of an IDR meter with a Non-IDR meter provided either of the following conditions is met; a. If the Premise’s 15-minute maximum demand interval for the most recent twelve (12) month period does not exceed ??? kW (or ??? kVa); or b. Within 90 days of a new customer’s move-in. If during the next 12 months following the move-in, the Premise peak demand is greater than or equal to the threshold defined in (a) above then the IDR meter shall be reinstalled and the CR may incur appropriate charges.

Profiling Working Group October 16, Permissible effective dates in profile change requests 1.RMS requested on 9/26/2003 PWG to review and report back to RMS on 11/13. 2.PWG Chair is working with RRI staff to define the issue to present to PWG.

Profiling Working Group October 16, PRR471 for NIDR to IDR Default Profile 1.RMS approved 9/26/ PRS issued to market 10/09/2003 requesting a vote on urgency, comments due 10/22. 3.PRS to review 10/23.

Profiling Working Group October 16, Default Profiles Three Types IDR, NIDR and NIDR moving to IDR 1.PWG reviewed 7/30/03. 2.Requested ERCOT staff examine PWG suggestions if a new module can be added to the settlement software to allow ways of scaling the default profiles when both the IDR data is missing and/or a NIDR premise changes to IDR. 3.PWG and ERCOT staff to further discuss at the 8/19 PWG meeting. NIDR to IDR 4.PRR471 gained consensus approved at 9/11/03 PWG meeting on NIDR to IDR scaling. IDR 5.PRR352 for IDR proxy day routine change for 8 weeks to 12 month is Completed. 6.NIDR 6.NIDR default profile settlement routine was discussed at the 9/30 PWG mtg. ERCOT to review possible options with the current software.

Profiling Working Group October 16, PRR469 for Protocols Section 18 to PRS. 1.On 9/15/03 the PWG submitted a draft PRR entitled, “Compliance for Competitive Metering and Rulings to Load Profiling” to update Protocols Section 18 per the PUCT Rulings on Project Load Research and Load Profiling and Project on Competitive Metering. 2.RMS Chair approved the PWG going directly to PRS to assist in the timeline for the PRR approval by year end before competitive metering becomes effective on 1/1/04. 3.PRS comments due 10/17. 4.PRS to review 10/23. 5.Additional PRR is drafted by PRS for PWG review to ensure where the use of REP, CR and LSE is appropriate.

Profiling Working Group October 16, Annual Profile Type and Weather Zone Validation. 1.CNP expressed to the PWG Chair concern for the manpower needed for annual validation of profile ID assignments and concern for residential migration based on winter ratio of 1.5. Chair shall propose that the PWG reexamine the annual validation and profile id assignment process. 2.RMS to add to week market call meeting per RMS meeting 9/26/03. 3.PWG has discussed feasibility of ERCOT coding the Profile ID instead of TDSPs.

Profiling Working Group October 16, Protocols Section , Future IDRs Impact Analysis. 1.Per 8/19/03 PWG meeting discussions began on compliance to Section Future Requirements for IDRs ERCOT and the appropriate ERCOT TAC subcommittee shall evaluate the impact of the IDR Requirement as defined in this Section for possible revision prior to the introduction of competitive metering services to the market on January 1, ERCOT staff is working on comparing current IDR premises below 1000 KW verses if the premise had been on a NIDR profile as the basis of the impact study. 4.At 10/22 PWG part of the impact report shall be presented comparing current IDRs below 1000 kW to if they had been NIDR.

Profiling Working Group October 16, Retail Point to Point PWG Example 1.Direct Market Participant Transactions (DMPT) suggested name from PRS instead of point to point. 2.Protocols Section 1.1 may need to give permission for Protocols to hold these DMPTs. 3.Protocols Section 9 deals with settlement disputes instead of other disputes. 4.New section of Protocols has been suggested for the DMPTs. 5.The PWG is discussing if FasTrak is the forum to dispute a profile id assignment, or direct filing to TDSPs with or without a standard format.

Profiling Working Group October 16, New TOU Schedule Process PWG reviewed a first draft of a document to assist in how a CR would go about requesting and getting approval of a new TOU Schedule.

Profiling Working Group October 16, ERCOT Load Research – PR30014 Project Timeline October 10/16/03 Present timeline to RMS 10/08/03 Administer TDSP survey November December-May /20/03 Install sample design software 10/23/03 Meeting #1 with TDSPs 10/27/03 Install SAS Server 11/10/03 Administer CR survey 11/06/03 Meeting #2 with TDSPs 11/17/03 TDSP format agreement 11/20/03 Implement Tracking System 11/20/03 Design and select TDSP samples 12/10/03 TDSPs order IDRs 01/01/04 Receive sample IDR data from TDSPs 02/02/04 Install Load Research Software 04/01/04 Sample IDR data posted for CRs 05/03/04 IDR Installation Complete

Profiling Working Group October 16, Oil and gas properties profile change request 1.Submitted to ERCOT 3/6/03 by Pioneer Natural Resources, Priority Power Management, and Energy Data Source. 2.ERCOT to post to WEB. 3.Argument is that the aggregate profile is a very high load factor profile, close to flat. 4.ERCOT is to evaluate and submit recommendation to PWG. 5.May test the new PUCT Rule for reimbursement. 6.ERCOT shall post the methodology request to the Market Information System (MIS) and respond to the request within sixty (60) days of the posted date of the request. This period does not include the time to analyze and render the complete assessment of the request. 7.“ERCOT withholds a decision on making a recommendation on whether to adopt or to deny adoption of the suggested profile change; instead ERCOT finds the request, as submitted, is incomplete and deficient. The requestors are invited to address the incompleteness and deficiencies listed below and re-submit the request for further review.” 8.Per 6/19 PWG meeting, a straw-man in development for changes to the profile change request process and to allow lagged dynamic samples. PRR drafts to be reviewed at the 9/30 and 10/1 PWG meetings. 9.ERCOT staff has submitted a load research sample design to the requestor for approval. 10.Work continues on the PRR and LPGRR for added validation of profile change requests and lagged dynamic samples.

Profiling Working Group October 16, Gas/Convenience 24 hr Stores Profile Change Request 1.Submitted to ERCOT by Coral Energy. 2.ERCOT staff is discussing a load research sample design with the requestor.

Profiling Working Group October 16, Direct Load Control (DLC) Project Status 1.PRR 385 Section 18 is complete with Board Approval 5/20/03. 2.LPGRR is attached to PRR385, approved by TAC 7/02, reviewed by Board, and the LPG is updated). 3.ERCOT Schedule is pending, Project Manager assigned. 4.ERCOT and some Market Participants question priority going forward. 5.Memo, on Project on Competitive Metering, May 8, 2003, by Commissioner Perlman suggests that wires companies need to develop a rate structure that provides strong incentives for demand responsiveness by charging different rates during high load periods. 6.PRR388 and PRR400 does not completely cover DLC issues. 7.PRR Section 6 Language for DLC is being written for a PRR.

Profiling Working Group October 16, IDR Requirement Report 1.07/03/03, ERCOT issues IDR_threshold_analysis_ xls. 2.July 30, 2003, ERCOT issues a Market Notification for IDR Requirement File on Portal. 3.PWG discussed on 7/30/03. Background: a)The report was issued in the spring of 2002 and manually sent to MP contacts. b)The report was again issued in the spring of 2003 and manually sent to MP contacts. c)The report was automated on monthly basis on 5/2, 6/2, and 7/2/03.

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