Transcript Mass Transition Presentation 11.9.05

Mass
Transition
Presentation
11.9.05
Purpose
•
To review TX SET’s direction on long
term solution (three proposals) for Mass
Transition with RMS
–
TX SET would like RMS’ comments/opinions
on the three proposals
1. Reinstitution of the 814_10 Drop to POLR
2. 814_03s sent by ERCOT
3. 814_01s sent by POLR
TX SET Presentation
2
Option 1
• Reinstitute the Drop to POLR
process in the TX SET transactions.
Current 814_10 Drop to AREP
transaction would be given
upgrades so that both Drops to
POLR and AREP could be
accomplished with the transaction.
TX SET Presentation
3
Option 1
NewCR
Customer
Re sponsiv e De fault CR- Custome r Droppe d byCR, Re v e rtto POLR
POLR
Receiv es 814_14 Drop to POLR
Enrollment Request and 867_02
Historical Usage; Sends 814_15
response
Receiv es
867_04Initial
Meter Read
814_15
(6)
(7)
ERCOT
814_14
Receiv es
814_10 Drop to
POLR Request
f rom Def ault CR
TDSP
814_11
(rejectonly)
(1)
(1A)
(12)
(8)
867_04
867_02
Sends 814_03 Switch CR
Notif icationRequest to
TDSP; Sends 814_14 Drop to POLR
Enrollment Request and 867_02 Usage
History
(2) to POLR; Sends 814_11
Response toDef ault CR
814_11
814_03
(3)
814_04
Receiv es 867_03 Final and 867_04
Initial Meter Reads & f orwards to
CRs; Updates Registration
database
(4)
867_03
(9)
867_03
867_02
Receiv es 814_03 Switch
CR Notif icationRequest;
sends 814_04Premise
Inf o and 867_02Historical
Usage (if
requested)
(5)
(10)
867_04
Perf orms Meter
Read and sends
867_03 Final and
867_04Initial
Meter Reads
(11)
DefaultCR
814_10
Sends 814_10
Drop toPOLR
Request &may
receiv e 814_11
reject response
Receiv es
814_11 Drop to
POLR
Response
(accept)
Receiv es 867_03
Final Meter Read
TX SET Presentation
4
Option 1
Pros
• With cooperation, more
Customer Information of the
three alternatives
• Would not require changes to
Drop to AREP business
process
• Minimal cost to the Market
(business process already
exists, minor transaction
changes)
• ADDED BENEFIT: Would allow
process to be used for one
off Drop to POLR situations
Cons
•
•
•
•
•
Cooperative CR may not have
the ability to send transactions
Past default situations have
proven that in the majority CRs
defaulting do not participate in
the process
Relying on Default CR to
participate is a risk to the overall
Market resulting in manual
processes to get customers
switched time delay
Solution would require RMS to
mandate that all CRs must
implement the solution
All CRs qualified to be a POLR
would be required to code for
accepting the POLR enrollment
transaction
TX SET Presentation
5
Option 2
• ERCOT initiates 814_03 transactions
to the TDSP. TDSP responds, ERCOT
then forwards a 814_05 to the
POLR.
TX SET Presentation
6
Option 2
POLR
NewCR
Customer
Unre sponsiv e De faultCRAlte rnativ e 2:POLRInitiate sSwitch to POLRtransaction
POLR updates
sy stems with the
customer
inf ormation
(4)
ERCOT
(10)
5)
814_05
ERCOTsends
POLR customer
inf ormation
867_04
867_02
Sends 814_03 Switch CR
Notif icationRequest to
TDSP; Sends 814_05 Drop toPOLR
Enrollment Request and 867_02 Usage
History to POLR; Sends 814_06
(1)
Response
toDef ault CR
(2)
814_04
(3)
867_03
(7)
867_03
867_02
Receiv es 814_03 Switch
CR Notif icationRequest;
sends 814_04Premise
Inf o and 867_02Historical
Usage (if
requested)
TDSP
DefaultCR
Receiv es 867_03 Final and 867_04
Initial Meter Reads & f orwards to
CRs; Updates Registration
database
814_06
814_03
Def ault CR sends
ERCOTcustomer
inf ormation
Receiv es
867_04Initial
Meter Read
Receiv es 814_05 Drop to POLR
Enrollment Request and 867_02
HistoricalUsage.
(8)
867_04
Perf orms Meter
Read and sends
867_03 Final and
867_04Initial
Meter Reads
(6)
Receiv es
814_11 Drop to
POLR
Response
(accept)
(9)
Receiv es 867_03
Final Meter Read
TX SET Presentation
7
Option 2
Pros
•
•
•
•
Ensures quicker transactional
processing by initiation by
ERCOT. Alleviates the issue of
the CR limitation on submitting
50 switches per day for a Mass
Transition
Minimal CR changes to get the
customer switched
Customer switch is not
dependent upon the defaulting
CR
Solution could be used
regardless of whether the CR is
cooperating or not.
Cons
•
•
•
•
Giving more responsibility to
ERCOT.
Significant system changes to
ERCOT's systems to incorporate
the new business process
All CRs qualified to be a POLR
would be required to code for
accepting the POLR enrollment
transaction
Cost to implement will be spread
over all MPs, including CR who
would not have to implement
this process
TX SET Presentation
8
Option 3
• POLR sends 814_01 enrollment
transactions on behalf of Default CR
(“TS” transfer code included for
urgency). ERCOT forwards request
to TDSP. TDSP responds to ERCOT
these responses are forwarded to
the POLR. The TDSP then sends
appropriate 867 transactions.
TX SET Presentation
9
Option 3
Customer
Sce nario A1-Custome r Switch,No Custome r Obje ction
Contacts New CR
to switch
prov iders
Rescission
Period
expires with
no objection
Receiv es and
Ev aluateLetter
NewCR
(1)
Sends 814_01
Enrollment
Request &may
receiv e 814_02
Reject response
(2)
ERCOT
814_01
(3)
Receiv es 814_05
Premise Inf oand
867_02 Usage
History
(2A)
(7)
814_02
(Reject
only)
Receiv es 814_01
Enrollment
Request f rom
New CR and
Validates
(8)
(14)
867_02
814_05
Sends
Notif ication
Letter to
Customer
Sends 814_03
Switch CR
Notif ication
Request toTDSP;
f orwards TDSP's
Response and
867_02 Usage
History toCR
(5)
814_04
Sends 814_06
Drop Request to
Current CR in
the morning 5
day s prior to
switch date
Switch
Date
Receiv es and
f orwards
867_03 and
867_04 Meter
Reads &
updates
Registration
database
(6)
(11)
867_02
Receiv es 814_03
Switch CR
Notif ication
Request and
sends 814_04
Premise inf o and
867_02 Usage
History
TDSP
867_04
867_03
814_06
814_03
(4)
Receiv es
867_04 Initial
Meter Read
867_03
(9)
(10)
(12)
867_04
Perf orms
meter read
and sends
867_03 Final
and 867_04
InitialMeter
Reads
(13)
CurrentCR
814_07
Note: If ERCOT receiv es anInv alid Enrollment
814_01, ERCOT will respond back with an
814_02 and processing will stop.
Receiv es
814_06 Drop
Request with
switch date and
sends 814_07
Response
TX SET Presentation
Receiv es
867_03 Final
Meter Read
10
Option 3
Pros
• Long term process that
utilizes the current
solution with
modifications for
transitioning ESIIDs from
CR to CR
• POLR controls process for
getting the customer
switched
Cons
• Time delay with Initiation
of Process:
• Hand off from ERCOT to
the POLR to set up
accounts to initiate the
814_01s
• Additional staffing/costs
for POLR to initiate
814_01s in time
• Currently CRs who
participated in process
could only send 50 per
day
TX SET Presentation
11
TX SET Release
• All of the long term solutions will
result in a upgrade to the TX SET
implementation guides. This
upgrade will constitute a TX SET
version release
TX SET Presentation
12