Retail Market Subcommittee Update to TAC

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Retail Market Subcommittee Update to TAC

• March 4, 2004

2
Reconnect/Disconnect Task Force

• Draft PUCT customer protection rules authorize
  REPs to disconnect service to customers for
  non-payment following notice and offer for
  deferred payment arrangements
• Proper management of transactions and business
  process interfaces is critical to ensure service
  is reconnected in a timely manner if customer is
  disconnected and subsequently makes payment
• With strong encouragement from PUCT Staff, RMS
  commissioned a Reconnect/Disconnect task force to
  develop/document process that will be used by
  market participants to prepare for and implement
  any rule as approved
• Task force co-chairs
• Shannon Bowling, Cirro Energy, Blake Gross, AEP
  Companies

3
Texas Retail Market Test Plan

• ERCOT protocols section 23 direct Texas Test
  Plan Team to establish processes and procedures
  for testing commercial operations of retail
  systems
• The Texas Market Test Plan Document fulfills
  that directive
• Version 1.2 of the Texas Market Test Plan is
  reformatted for ease of use, restructures testing
  guidelines, adds an Appendix E, updates TxSET
  business process scenarios and includes NAESB EDM
  data transport methods
• RMS unanimously approved version 1.2 of the
  Texas Market Test Plan on 2/12/04 and requests
  TAC approval of same

4
Cancel by Customer Objection Clean-up

• Chronology of Event(s)
• 7/25/03 FasTrak issue highlights problem (ERCOT
  runs queries and gathers data from TDSPs)
• 8/14/03 Discussion at RMS (with PUCT staff and
  consumer representatives participating)
  direction to resolve using customer preference,
  assigned to inadvertent gain task force (ERCOT
  gathers data from CRs to compile integrated view)
  
• 9/26/03 Discussion at RMS scenarios and counts
  presented, agreement to use FasTrak process and
  on resolution steps for 2 of 8 scenarios (89 of
  total instances) where TDSP and CRs are in synch
• 10/16/03 and beyond On-going tracking/discussion
  at RMS
• 1/8/04 Issue presented at TAC meeting

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Cancel by Customer Objection Clean-up

• Description of Scenarios
• Based on TDSP and CR view of status, switches
  were either completed or cancelled in each
  partys systems
• For the TDSP and CRs involved in the switch, 8
  combination of completed/cancelled are possible
  (combinations and breakdown by scenario on
  following slide)
• In 2 of the 8 combinations, these parties are
  aligned (all view as completed, or all view as
  cancelled)
• Of 972 instances, 868 (89) involved no TDSP/CR
  discrepancy
• For the remaining 104 instances, CR records
  involving transaction processing and customer
  communications were researched
• Corrective steps (transactions, data repairs,
  billing) based on customer view required
  coordination/consensus among parties

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Cancel by Customer Objection Clean-up
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Cancel by Customer Objection Clean-up

• Competitive Retailers involved in clean-up
  activity
• ENTERGY SOLUTIONS LTDFIRST CHOICE POWER
• RELIANT ENERGY HL AND P (LSE)
• CPL RETAIL ENERGY LP (LSE)
• WTU RETAIL ENERGY LP (LSE)
• CIRRO GROUP INC
• SPARK ENERGY LP
• REPUBLIC POWER DBA ENERGY AMERICA
• ACN ENERGY INC (LSE)
• GEXA CORP DBA GEXA ENERGY CORP (LSE)
• GREEN MOUNTAIN ENERGY
• RELIANT ENERGY RETAIL SERVICES LLC
• TXU ENERGY
• ASSURANCE ENERGY (TXU RESIDENTIAL POLR)
• TXU SESCO ENERGY SERVICES COMPANY (SUBLSE)

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Cancel by Customer Objection Clean-up

• Key Statistics
• For entire population (972 instances),
• 96 residential, 3 small non-res, 1 large
  non-res
• For instances with ownership out-of-synch (104
  instances)
• 94 residential, 6 small non-res, 0 large
  non-res
• The instances where ERCOT was unable to confirm
  cancellation delivery were bounded by the period
  8/02 7/03
• Specific details associated with each instance
  are not available in ERCOT systems, compilation
  of additional detail (usage consumption, billing
  amounts and dates issued if any, supplemental
  customer contact records, etc.) by CRs would
  require significant resources and potentially
  involve commercially sensitive information

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Cancel by Customer Objection Clean-up

• ERCOT has implemented process and system fixes
  to ensure cancel transactions are forwarded and
  to monitor on-going operations for exceptions
• As of March 2, 2004, 6 FasTrak issues, involving
  31 ESIs and 5 retailers remained in progress per
  the official FasTrak designation
• Retailers have indicated that agreement has been
  reached regarding resolution on all issues
  (pending final confirmation by all parties),
  although FasTrak documentation does not yet
  reflect that indication
• Unless otherwise directed by TAC, RMS will push
  for final resolution of subject FasTrak issues
  and report such to TAC