1. May 2, 2017 Retail Market Subcommittee (RMS) Update to COPS
Kathy Scott
May 10, 2017

2. Revision Requests Voting
RMGRR146, Retail Market Guide Revision Request Process (Vote)
This Retail Market Guide Revision Request (RMGRR) expands the list of RMGRRs requiring ERCOT Board approval and provides additional clarifications to the RMGRR process.
These process changes were discussed at the 8/25/16 TAC/TAC Subcommittee Structural and Procedural Review, the 9/29/16 TAC meeting, and the 10/10/16 HR & Governance Committee meeting.
Motion to Approve RMGRR146 was Unanimous
Note: This vote will require TAC’s Approval during their May 24th meeting.
May 10, 2017
RMS Update to COPS

3. TX SET Change Control Voting
5/2/17: Motion to Approve Amending Change Control and from “Version 4.0” to state “a Future Release” as recommended by TX SET
Change Control – Special Characters (Vote)
Updates made to all the TX SET Implementation Guides to allow the receiver of the transaction containing Special Characters to determine to either accept the transaction or to respond with a valid rejection.
Unanimously Approved
Change Control – MOU/EC TDSP Standardization (Vote)
Updates made to all of the TX SET Implementation Guides to replace “MCTDSP” with “MOU/EC TDSP”.
May 10, 2017
RMS Update to COPS

4. Working Group/Taskforces Updates
Retail Market Training Taskforce (RMTTF)
Retail Instructor Led Classes (Reminder)
DALLAS Oncor - Completed
Retail 101 – Wednesday, May 3, 2017
Inadvertent Gain Training – Thursday, May 4,, 2017
HOUSTON CenterPoint Energy - Scheduled
Retail Tuesday, September 26, 2017
Inadvertent Gain/Loss – Wednesday, September 27, 2017
Classroom
WebEx
TOTAL
Retail 101 29 13 42
Inadvertent Gain/Loss 28 20 48
May 10, 2017
RMS Update to COPS

5. Working Group/Taskforces Updates
Training Curriculum
Retail 101 – High level overview of the ERCOT Retail Market…
History of the Texas competitive electricity market
Roles of Market Participants – ERCOT, REPs, TDSPs, PUCT
Market Rules
Retail Transactions
Impacts of Advanced Metering technology
Market data transparency
Inadvertent Gain and Loss Training - Closer look at the IAG/IAL market process…
Fundamentals of the established market process including rescissions
Facilitated discussion of best practices
End to end demo of the MarkeTrak subtypes
IGL Market reporting
May 10, 2017
RMS Update to COPS

6. MarkeTrak On-line Module Training via ERCOT Learning Management System
How many market participants have viewed the Online training modules?
Which segment of the market do the viewers represent?
May 10, 2017
RMS Update to COPS

7. Working Group/Taskforces Updates
Texas Data Transport and MarkeTrak Systems (TDTMS)
Retail Market Testing Environment User Guide
Nearing the end of development – final touches to be completed in May.
Parking lot items:
Where should RMTE UG reside?
Incorporate into Retail 101 training once complete
Update MarkeTrak User Guide “Market Rule” subtype, if necessary
MarkeTrak Upgrade
Lessons Learned:
Pre & Post-Implementation Market Calls – Discuss “known” impacts
Pre-Implementation Testing Coordination – API vs. GUI – Solicit volunteers
Suggested Pre-Implementation Demo and Training – Demo with volunteer testers
Browser (IE) Compatibility Issues- Communicate specific known changes
May 10, 2017
RMS Update to COPS

8. Working Group/Taskforces Updates
Texas Data Transport and MarkeTrak Systems (TDTMS)
TDTMS and MIS Change Visibility Subgroup Combining Commercial and Retail Efforts :
Jim Lee (TDTMS’ Chair) extended an invite to MIS Change Management (MDWG Subgroup) leadership and its attendees to attend TDTMS since their concerns and issues voiced at RMS are the same where both teams should share and combine efforts to develop market-wide lessons learned.
Next TDTMS meeting:
May 17th, :30am – HALF DAY ONLY
ERCOT MET Center and WebEx
TDTMS Agenda Items:
Finalize Retail Market Test Environment User Guide
ERCOT Release/Upgrade Lessons Learned
May 10, 2017
RMS Update to COPS

9. Working Group/Taskforces Updates
Advanced Metering Working Group (AMWG)
Cycle Read Analysis (March 28th Report)
Next Cycle Read Analysis report scheduled in July
This report’s continuation/value will be determined by stakeholders
May 10, 2017
RMS Update to COPS

10. Working Group/Taskforces Updates
Advanced Metering Working Group (AMWG)
Additional Reports:
Per stakeholder’s requests, SMT provided a 1-time SMT log-in report:
Sept. – Dec. 2015
Sept. = 42,723
Oct. = 44,181
Nov. = 49,964
Dec. = 39,486
Year 2016 = 692,896 log-ins…57,741/month
2017
Jan. = 52,009
Feb. = 43,771
Unique log-in data not available
May 10, 2017
RMS Update to COPS

11. SMT Statistics for March 2017
SMT Help Desk Calls 373 (-103)
SMT Help Desk Tickets 353 (-102)
Residential = (-96)
GUI access issues = (- 49) {U/ID & P/W Invalid}
Registration issues = 151 (- 41) {Typo errors}
3rd Party Issues = (+16) {Required Registration Assistance}
SMT Registered Users (Res) 84,419 (+ 2,281)
ESIs in SMT 7,287,699 (+10,472)
Active Meters in SMT 7,226,826 (+10,963)
May 10, 2017
RMS Update to COPS

12. SMT Statistics for March 2017
Active Energy Data Agreements 2,649 (4/1/17)
Total * Energy Data Agreements 2,921 (-12)
* Active and Pending
AEPC =116; AEPN = 19; CNP = 1,866; Oncor = 826; TNMP = 94
HAN Device Agreements (NC)
HAN Devices 8,679 (-71)
3rd Parties SMT (+7)
REPs SMT (+1)
On Demand Reads
Customer 6,106
REP
3rd Party
May 10, 2017
RMS Update to COPS

13. ERCOT Updates: Service Availability – April
Retail Market IT systems met all SLA targets
Incidents & Maintenance – April
04/12/17 (3:20 AM) – 04/13/17 (12:10 PM) – Retail processing degradation
ERCOT failed to process 129 (814_26) TX SET transactions
Other processing was not impacted
04/15/17 (11:17 AM – 12:00 PM) – Market Information System (MIS) Outage
Retail Application components of the MIS were unavailable, including Find ESIID and Find Transaction
04/23/17 – Planned Maintenance (Site Failover – Retail Processing, MarkeTrak, FindESIID, FindTransaction)
04/25/17 (2:19 PM – 2:53 PM) – MarkeTrak API Outage
May 10, 2017
RMS Update to COPS

14. ERCOT Updates: MarkeTrak Performance – April May 10, 2017
RMS Update to COPS

15. ERCOT Updates: February 2017 Inadvertent Gains Reporting
rtent_Stats_-_February_2017.pptx
Retail Project’s Update for May 2017:
May_2017_Project_Update.pptx
Troy Anderson plans to provide additional information during RMS’ July 11th meeting concerning the implementation schedule of NPRR778
2017 Price Responsive Load Survey:
2017_4CP__Retail_DR_Analysis.v2.pptx
May 10, 2017
RMS Update to COPS

16. “Save the Dates” TDSP’s 2017 CR Workshops:
Sharyland Utilities Workshop – Planned for May 2nd has been postponed—new date, time and location will be communicated to the Market once finalized.
Oncor REP Workshop – Arlington
May 17 at 6:00 PM – REP Networking Event scheduled at Texas Rangers Baseball Game
May 18 at 8:30 AM – REP Workshop - Sheraton Hotel
RMS cancelled our June 6, 2017 meeting due to potentially a very light agenda– ERCOT’s meeting calendar has been updated accordingly.
May 10, 2017
RMS Update to COPS

17. Questions?
May 10, 2017
RMS Update to COPS