TX SET Telephone Conference

October 11, 2000

 

TX SET met via teleconference on Wednesday, October 11, 2000. The purpose of the teleconference call was to discuss agenda items that were not discussed October 4th through October 6th.

 

Agenda

1)     Discuss Recommendation Document comments

2)     Discuss change requests from TXU

3)     Discuss Version Control

4)      Discuss positioning of Late Payment Charge in 810

5)     Review status of transactions for next weeks agenda

 

Discussion

Recommendation Document

·        The recommendation document was sent to the set@ercot.com distribution list for review.

·        The working group approved the following changes.

·        Section I.D. – Remove all definitions that are duplicated from the Protocol document. Arrange the definitions in alphabetical order. This was assigned to Randy and Larry.

·        Section I.E.4. – Add, “…to the extent that they have addressed the data exchange needs of the state.”

·        Section I.E.5. – remove

·        Section II. – Update the TX SET Market Model Process Flows. This was assigned to Heidi.

·        Check with David Lotspeich to see if ERCOT has changed any process maps. This was assigned to Mike.

·        Scenario J3 process map needs updating. This was assigned to Jill.

·        Section III. – Remove (This is in the Customer Registration documentation.)

·        Section IV.G. – Remove (This is under PUCT Staff.)

·        Section I.D. – Move the definition Transaction Set out of the definition of XML to a separate line.

·        Section I.F.1. – Remove PUC. This line had both PUC and PUCT.

·        Process maps need enlarged.

·        Appendix review was tabled due to the lack of time. However, it was mentioned that Appendices B, D, E and F need updating.

·        Changes to the Recommendation Document will be redlined and sent to set@ercot.com on Monday, October 16, 2000.

 

Change requests from TXU

·        Five change requests from TXU were sent to the set@ercot.com distribution list for review.

·        Three of the change requests were approved by TX SET on September 20, 2000.

·        TX SET Change Request #2000-001 - Customer Recession Period Expiration Date: This field needs to be renamed to First Available Switch Date (TX SET agreed with this request and will include this change in Version 1.2 of the 814_03.)

·        TX SET Change Request #2000-003 - These data element indicate that they are required for Data Conversion/Create ESI ID.  ERCOT will not be storing these data elements therefore; they are not required.  These data elements are a “Pass Through to the REP”. (TX SET agreed with this request and will include this change in Version 1.2 of the 814_20.)

·        TX SET Change Request #2000-004 - Add Standard Interconnection Point to the 814_04/814_05.    Last month, we added the standard interconnection point to the 814_20 but not the 814_04/ 814_05, a definite oversight since it is required by protocols. It should definitely be there. It should not be available for a query however, only when you gain the customer do you get it. (TX SET agreed with this request and will include this change in Version 1.2 of the 814_04 and 814_05.)

·        One of the change requests was approved by TX SET, with additional comments provided by Jill Prince, on October 11, 2000.

·        TX SET Change Request #2000-002 - Include the number and description for UN-metered Services: 814_04/05 – Include the total number by Load Profile and description of devices.  814_20 – Include the total number added or removed by Load Profile and description of devices. (TX SET agreed with this request in concept. Jill Prince will add comments to the request prior to sending this back to ERCOT.)

·        One of the change requests needed modification and was not approved by TX SET on October 11, 2000.

·        TX SET Change Request #2000-005 - Rejection Reason Code text needs to be modified to be consistent with the registration protocols.  Review rejection reason codes that are inconsistent with the protocols when the 814 is created (i.e. Responses to enrollment, move-out/in) by the Utility. (TXU will modify this change request prior to TX SET review. This modification of this change request was assigned to Jill Prince.)

·        Four new change requests will be reviewed at the next TX SET meeting on October 18th and 19th.

·        TX SET Change Request #2000-006 (Submitted by ERCOT) - For Drop to POLR we need to distinguish between large commercial and small commercial / residential customers to determine the POLR.  This information is contained within the Load Profile Information.  There are currently no load profiles created for non-ERCOT ESI Ids that are included in the registration database.  This field may need to be populated with other values for communication with other trading partners (e.g. SPP).  Two alternatives exist for this need: A) Define dummy values for non-ERCOT ESI Ids, which distinguish large and small customers.  Ensure that the same determinants for Drop to POLR and IDR requirements for profiling exist and are maintained.  B) Add a new field to both ERCOT and non-ERCOT transactions, which can be used to send this information.

·        TX SET Change Request #2000-007 (Submitted by ERCOT) - For Drop to POLR (814_10) and Move Out (814_25) there needs to be validation that the submitting REP is the current REP of record.  For Drop to POLR (814_10), Move In (814_16), and Move Out (814_25) there needs to be validation that there is not already a valid request of that type.  If a TDSP sends usage data (867_03) to ERCOT for meters that are to be polled by ERCOT this data should be rejected and not sent into the settlement process.  A rejection reason for this is needed on the 824_02.  REF Pos. 030 =”WI” in 814_01, is needed for Establish CSA Agreement (814_18) or the notification loop should identify that this is not to enable the customer to object to the switch.  The notification loop on the Move In should include wording to indicate that this address will be used to send a notification only postcard which cannot be used to

·        TX SET Change Request #2000-008 (Submitted by AEP) - No usage indicators for the last 4 LIN data elements (LIN06, LIN07, LIN08, LIN09).  They should be conditional, based on what is sent in the 814_01, 814_10, 814_16, 814_22, or 814_24.

·        TX SET Change Request #2000-009 (Submitted by AEP) - The NM1 loop: segment REF01 = TD describes REF04, CO4001 and CO4002 as “must use”. The example in the “Notes” section does not use these segment fields so it violates the rules.

 

Version Control

·        The Version Control was sent to the set@ercot.com distribution list for review.

·        Mike sent the nine requests and the version control log to set@ercot.com distribution list for review.

·        The Version Control Log was updated and presented with all current requests. Mike updated the log with all current information.

·        Mike has changed the form to include the appropriate website address where the form is located. Mike also included the change request control number in the form.

·        Heidi will submit a change request from Reliant to address which version each change request is affecting.

·        Larry changed the language of the Change Control Document to agree with the Protocols of ERCOT.

 

Positioning of Late Payment Charge in the 810

·        The positioning of the late payment charge was included on the list for resolution with the group working under Bryan Lloyd. Heidi will give TX SET an update with the outcome.

 

Review status of transactions for next weeks agenda

·        E-mail will be sent to set@ercot.com distribution list asking for agenda items. The agenda items should be in by 5:00 PM Friday, October 13, 2000.

 

 

Participants on the teleconference call

Dave Robeson – Entergy

Mike McCarty – ERCOT

Kim Wall – Green Mountain

Diana Rehfeldt – TNMP

Randy Brannon – TXU

Jill Prince – TXU

Johnny Robertson – TXU

Donna Ellis – Reliant

Jeanette Harris – Reliant

Roshni Patel - Reliant

Heidi Schrab – Reliant

Larry Shields – Xcel