2004 Year In Review Report TX SET 2004 • In Q1 of ’04 RMS granted TX SET increased scope: – Analyze the need for new transactions based upon market participants input – Control the publication and version management of TEXAS SET documentation – Enhance and modify existing transaction(s) based upon market need – Provide educational material to the market on proper use of TEXAS SET transactions – Coordination and participate in various RMS Working Groups and Task Forces – Recommend & Implement changes to current business practices and business processes: • Analyze market (posed or potential) issue(s) • Organize findings on the issue • Plan and hold market meetings • Discuss findings with the market • Develop market consensus • Formalize recommendation(s) to RMS • Institute change(s) Accomplishments • MIMO • Designed TX SET CCs from the following task forces: – – – – 810/867/824 TITF MOU/EC DNP • Completed 2.0a clean up • Updated working group procedures More Accomplishments • Completed RMS directed Linked ESIID discussion • CCO Phase III process established • Detailed TDSP procedures for estimates, • Incorporating TX SET into the ERCOT SIR process for fixes to retail business processes and transactions. • Updated Protocol Section 19 Goals for 2005 • • • • • • • • • Drop to AREP Announcement Mass Transition Define 2.1, Discuss Smoothing Usage Release Schedule for ’06, Implement RMS form Version Stacking document Continue to Update Protocols Section 19 Continue to refine market practices and develop transactional solutions, and address PUCT/RMS assignments 2004 Meter Estimates TX SET Meter Estimation Review • TX SET (subgroup) met on 8-31-04 to review the existing Meter Estimation issues as requested by RMS • TDSP’s agreed to compile data for July 2004 to help group determine scope and estimation issues. • TDSP’s consolidated internal estimation codes from field readers, ranging from 15 to 35 unique codes by TDSP. • The single month review does not distinguish between single and consecutive months estimated. TDSP Sample July 2004 • Total Meters in Sample 5,872,255. Total Meters Estimated 70,055. Overall Percentage Estimated 01.18932% • Meters Inaccessible 27,264 38.90% • Meters estimated due to 3-day Protocol requirement • Equipment Problems / Missing Meters 21,358 30.6% 12,804 18.4% • Weather / Illness / Safety / Misc. 6,537 0 9.2% • Meters requiring MVO from CR 2,092 03.0% (70,055) (100%) Meter Estimations 6% Bad / Vicious Dogs 30% Meter Obstructed / Locked / Inaccessible Business Closed 31% Weather Unsafe conditons Equipment problems Meter Missing / Destroyed Employee Illness 3% Misc. Pending MVO's 1% 2% 3% 12% 4% 7% 1% Meter read / outside 3 day w indow TX SET Recommendations • Scope of Meter estimations does not warrant additional Market Reporting or the addition of Protocol requirements. • Better utilize existing communication methods between TDSP’s and CR’s that can reduce estimates, i.e., • Meters removed, requiring MVO from CR • Meter Obstructed/ Locked/ Inaccessible • Recommend communication between CR and TDSP remain flexible vs. establishing Protocol requirements. • Allows flexibility for CR to communicate with Customer, determine timeframes for meter accessibility. • Allows CR to determine if on-going meter estimation is acceptable, and if not, to contact the TDSP to discuss installation of AMR, phone lines, ITRON, etc to secure actual readings.