Texas Nodal Program Update

1
Texas Nodal Program Update

• Jerry Sullivan
• Program Director, Market Redesign

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Overall program status remains amber
Cost
Schedule
Scope / Quality
Green
Amber
Amber
Amber
Summary
Currently fully aligned with protocols
Loss of IDA and Integration Test PMs poses
leadership concerns over future quality. Actively
looking at experienced leadership to assume
roles.
Effort being made to keep costs to 263 Million.
Latest forecast as of Oct 5 is between 273 and
280 with continuing effort being made on
efficiencies and finding savings without
jeopardizing quality issues.
All Early Delivery Systems (EDS) on track. EDS4
has significant risk. Meetings being held to
ensure confidence in schedule for Go-Live Date.
Legend
Program is not aligned to protocols
Current product quality is not sufficient for
Nodal launch
Estimate at Complete gt263m 10
Red
Go-live gt30 days
Program is aligned to previous protocol version
Most Nodal products currently achieve quality
standards
Amber
Estimate at Complete lt 263m 10
Go-live lt30 days
Program is aligned with current protocols
All Nodal products currently achieve quality
standards
Green
Estimate at Complete lt263m
Go-live 12/1/08
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Key Program Successes Market TrialsNodal EDS
Project Teams and Market Participants
Delivery Team Status
EDS 1 97 (63,916 of 65,902) of point-to-point connections tested to date Currently less than 4 average error rate (Goal lt3 error rate per Market Participant) On goal
EDS 2 Nodal Telemetry Criteria (October 1, 2007 Telemetry Criteria and State Estimator Standards Workshop) amended ROS recommended for TAC approval On goal
EDS 3 100 (QSE w/resource) SCED Testing successfully completed for Connectivity and SCED input Satisfies two Market Readiness Metrics MP2 QSEs ability to connect to the EDS Market Interfaces MP3 QSEs ability to create, update, cancel and query SCED inputs TPTF approval of CRR Handbook Successful CRR kick-off EDS environment (EDS3 R7.0 - pre-work activities) On goal
Three of Four Trial Major Market Trials are
Proceeding Successfully Against Plan
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Key Program Successes Nodal Project Teams
Delivery Team Status
EMS EMS team consistently releasing code on time Returned to Program 1.6M from Baseline 1 2 authorization Forecasting 2.2M reduction of Areva Baseline 0 costs All requirements approved by TPTF On goal
CRR Incorporated Baselines 1 2 changes into Pre-FAT version, earlier than expected Complete traceability Defects ? Test Scripts ? Test Cases ? Use Cases ? Requirements ? Protocols Successfully completed Pre-FAT entered FAT with all Pre-FAT defects resolved On goal
MMS Successful SCED calculation functionality exposure to Market Participant Team delivered function early to support EDS testing No critical errors discovered On goal
NMMS November 2007 Transmission Service Providers market trials sign up begun on schedule Successfully completed installation of NMMS on Citrix solution On goal
Integration Successful end-end run through of integration for Settlement Billing Successful integration with Registration Extended the number of web services deployed for Market Participant use On goal
Projects Continue to Deliver Quality Product and
Meet Major Program Milestones
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Staffing concerns focused on employees
Attrition ERCOT, Inc. ERCOT, Inc. Texas Nodal Program Texas Nodal Program
Attrition Annualized percentage employees Annualized percentage employees
Annualized 11 76 32 40
YTD Actuals 11 63 32 33
pre Retention Plan 10 48 29 24
post Retention Plan 13 15 43 9
Role Plan status
Integration Testing PM 3 internal candidates identified External search not initiated per hiring managers request
Integration Design Authority PM Plan and status to be decided by hiring manager
NODAL attrition rates significantly higher than
ERCOT in general
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Recent schedule changes
EDS 2 and 3
Software Drop Baseline Forecast Key Features Rationale for delay Impact on EDS
NMMS 2a FAT Start 10/1/2007 FAT End 11/1/2007 FAT Start 10/22/2007 FAT End 11/1/2007 NMMS release with all features necessary to begin Network Model Verification (EDS 2 Release 4) Delayed FAT start due to increase time for Pre FAT and Pre-FAT defect management None EDS 2 Release 4 will start as planned on 11/1/2007
EMS 3 FAT Start 10/16/2007 FAT End 11/05/2007 FAT Start 11/30/2007 FAT End 12/7/2007 ACE Calculation Regulation Reduction Reg-Up and Reg-Down allocation to QSEs Limit Calculations Inputs from SCADA Centralized Dispatch LFC development far more complex than originally anticipated Development should have started at least 6-8 weeks earlier than planned Vendor delivery was re-planned to ensure no impact to EDS timelines None EDS 3 Rel 7 - LFC will start as planned in Jan 08. Delivery of LFC requirements by vendor have been phased into 2 deliveries
EMS 3 FAT Start 10/16/2007 FAT End 11/05/2007 FAT Start 2/23/2008 FAT End 3/1/2008 Rest of Generation Subsystem Available ancillary service capacity by resource Responsive Reserve deployment Responsive reserve allocation to QSEs Ancillary Service Reserves LFC development far more complex than originally anticipated Development should have started at least 6-8 weeks earlier than planned Vendor delivery was re-planned to ensure no impact to EDS timelines None All Generation Subsystem requirements will be tested internally by Mar 01, 2008, in time for Release 6.2 - LFC EDS
Oct
Nov
Dec
Jan
Feb
Mar
Apr
Network Model Verification
EDS 2 Rel 4
01/15
EDS 3 Rel 6
ACE Calculation and Pre Conditions
LFC Testing Individual QSE
EDW (reports extracts) still under replanning
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Recent schedule changes
EDS 4
Software Drop Baseline Forecast Key Features Rationale for delay Impact on EDS
MMS 2 FAT Start 9/25/2007 FAT End 10/31/2007 FAT Start 12/3/2007 FAT End 1/11/2008 Features Included Baseline 0 functionality MP and Operation Interface DAM, HRUC, DRUC, POD, SFT, DEF, SCED WPIDA007, 009, 015 Partial WPIDA003, 041, 021 NPRR049, 012, 033, 016, 064, 069 Partial NPRR005, 070, 035, 065, 006 Partial CR010, 057 Currently conducting planning sessions with various groups to ensure least impact to EDS schedule
MMS 3 FAT Start 9/25/2007 FAT End 10/31/2007 FAT Start 1/24/2008 FAT End 2/14/2008 Features Included Baseline 0 CIM Importer MP and Operation Interface update SASM Partial NPRR047 CIM Importer (limited testing due to input files) Results of re-planning with MMS vendor, incorporating Baselines 1 and 2 Currently conducting planning sessions with various groups to ensure least impact to EDS schedule
MMS 4 FAT Start 9/25/2007 FAT End 10/31/2007 FAT Start 4/7/2008 FAT End 5/28/2008 Features Included Baseline 0/1/2 functionality MI DC Tie, MI RMR Offers, MI VDI, WRUC, CCT, NSLR WPIDA013, 003, 041, 007, 021 NPRR008, 071, 005, 070, 009, 002, 035, 047, 065, 006, 014, 061, 062, 024, 057 CR067, 057, 010 Currently conducting planning sessions with various groups to ensure least impact to EDS schedule
OS1 FAT Start 11/19/2007 FAT End 12/15/2007 FAT Start 1/21/2008 FAT End 2/1/2008 Nodal Outage Scheduler Currently conducting planning sessions with various groups to ensure least impact to EDS schedule
EIP deliveries for EDS 4 are being re-planned to
suit vendor deliveries EDW (reports extracts)
still under replanning
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Budget Update