e-LSI Project Planning and Budget - Market Participants
This document will be used to define the project schedule and budget required for the Market Participant to implement e-LSI
in their organization. In addition to this, the Market Participant should identify any issues or constraints that may prohibit them
from successfully implementing e-LSI and what they think can be done to mitigate the issue or constraint. The Market
Participant should list any assumptions they have used to create their project schedule and budget.
The intent of this document is to be used as input for the update of the e-LSI Business case and is not intended to be used
for regulatory purposes.
Project Name:
e-LSI Phase 1 and 2
Prepared By:
Date Prepared:
Company:
Project:
Address
Project Manager:
e-LSI Implementation
I. Scope
Item
Description
1. Implement e-LSI Client software

2. New Load Settlement transactions

3. Rejected Transaction Process

4. e-LSI Testing

Develop and implement new Load Settlement Rejected
transactions
Participate in e-LSI Testing
5. e-LSI Production Cutover

Preparation to commence
6. Other

Please describe
Replace Dropchute to transmit and receive Load Settlement
transactions
Develop and implement new Load Settlement transactions
II. Duration/Cost
This section is used to define the project schedule and budget required for the Market Participant to implement e-LSI in
their company. For each scope item, we have defined a number of high level tasks that will be required by the Market
Participant to complete. The following provides the instructions to complete the Project Schedule and Budget table. We
have assumed that you will include items such as Project and Change Management in the number of days effort for each
major task.
Scope/Task
Completion Description
1. Implement e-LSI
Client software
There will be two types of e-LSI Client software. The e-LSI Gateway software will be used to
transmit and receive transactions on a system to system basis. The e-LSI Web User Interface
will be used transmit and receive manual transactions as well as request standard e-LSI
reports.
Action required: Record the Start and End Dates, total number of days effort and cost to
complete all major tasks.
e-LSI Project Plan 07/2004
Page 1 of 5
The information provided by the Market Participants will be regarded as confidential and will not be distributed or communicated in any form
to other Market Participants or any individuals external to AESO.
Scope/Task
Completion Description
Major Tasks

Training
Training to install and operate the e-LSI Gateway software should take one half day in
duration in a session conducted by AESO. The e-LSI Web User Interface will require no
installation but one day in duration should be allowed for group training of your end users on
how to navigate and operate e-LSI Web User Interface functionality. This session will be
conducted by AESO.
Action required: Record the Start and End Dates, and total number of days effort to
complete the task.

Installation
Installation of the e-LSI Gateway software should take one half day of effort per system
installed on. The e-LSI Web User Interface will require no installation.
Action required: Record the Start and End Dates, and total number of days effort to
complete the task.

Testing
Testing of the installation of the e-LSI Gateway software should one half day of effort per
system installed on. Testing of the e-LSI Web User Interface connection to the e-LSI should
take less than one hour for each end user work station to be used.
Action required: Record the Start and End Dates, and total number of days effort to
complete the task.
2. New Load Settlement
transactions
This will be your effort and cost to implement the applicable new Load Settlement transactions
at your company.
Action required: Record the Start and End Dates, total number of days effort and cost to
complete all major tasks.
Major Tasks

Development
This will be your effort to modify your legacy system(s) to generate or receive the new Load
Settlement transactions required by e-LSI.
Action required: Record the Start and End Dates, and total number of days effort to
complete the task.

Testing
This will be your effort to test the new Load Settlement transactions development
modifications on your system(s).
Action required: Record the Start and End Dates, and total number of days effort to
complete the task.

Business Process
modification
This will be your effort to modify existing business processes as a result of implementing the
new Load Settlement transactions as well as any effort required for internal training.
Action required: Record the Start and End Dates, and total number of days effort to
complete the task.
3. Rejected Transaction
process
This will be your effort and cost to implement the new e-LSI Rejected Transaction processes
at your company.
Action required: Record the Start and End Dates, total number of days effort and cost to
complete all major tasks.
Major Tasks

Development
This will be your effort to modify your legacy system(s) to receive the new e-LSI Rejected
transactions.
Action required: Record the Start and End Dates, and total number of days effort to
complete the task.
e-LSI Project Plan 07/2004
Page 2 of 5
The information provided by the Market Participants will be regarded as confidential and will not be distributed or communicated in any form
to other Market Participants or any individuals external to AESO.
Scope/Task

Testing
Completion Description
This will be your effort to test the new e-LSI Rejected Transactions development modifications
on your system(s).
Action required: Record the Start and End Dates, and total number of days effort to
complete the task.

Training
This will be your effort to modify existing business processes as a result of implementing the
new e-LSI Rejected Transactions as well as any effort required for internal training.
Action required: Record the Start and End Dates, and total number of days effort to
complete the task.
4. e-LSI Testing
This will be your effort and cost to participate in testing e-LSI at your company.
Action required: Record the Start and End Dates, total number of days effort and cost to
complete all major tasks.
Major Tasks

Environment Set
Up
This will be your effort to configure your legacy system(s) and designated end user
workstations to participate in the Final Acceptance Testing and, if applicable, the Market
Participant Closed Testing.
Action required: Record the Start and End Dates, and total number of days effort to
complete the task.

Training
One day in duration should be allowed for group training of your designated end users who
will participate in e-LSI testing sessions. This session will be conducted by AESO.
Action required: Record the Start and End Dates, and total number of days effort to
complete the task.

Market Participant
Closed Testing
Seven calendar days in duration have been scheduled to allow designated Market
Participants to test the e-LSI Gateway software and Web User Interface with AESO. Market
Participants should test every transaction they transmit and receive. The number of days and
effort required will be dependant on the number of different types of transactions your
organization transmits and receives as well as the extent of the testing you wish to conduct.
Action required: Record the Start and End Dates, and total number of days effort to
complete the task.

Final Acceptance
Testing
Twenty four calendar days in duration have been scheduled to allow all Market Participants to
test e-LSI Gateway software and Web User Interface with AESO. Market Participants should
test every transaction they transmit and receive. The number of days and effort required will
be dependant on the number of different types of transactions your organization transmits and
receives as well as the extent of the testing you wish to conduct.
Action required: Record the Start and End Dates, and total number of days effort to
complete the task.
5. e-LSI Production
Cutover
This will be your effort and cost to switch your Production operations from DropChute
processing to the use of e-LSI by your company. The cost and effort of production support as
defined below should also be included.
Action required: Record the Start and End Dates, total number of days effort and cost to
complete all major tasks.
Major Tasks

Environment Set
Up
This will be your effort to configure your legacy system(s) and designated end user
workstations to commence Production operations using e-LSI.
Action required: Record the Start and End Dates, and total number of days effort to
complete the task.
e-LSI Project Plan 07/2004
Page 3 of 5
The information provided by the Market Participants will be regarded as confidential and will not be distributed or communicated in any form
to other Market Participants or any individuals external to AESO.
Scope/Task

Support
Completion Description
This will be your effort to support e-LSI Production operations for first 60 business days after
the In-Service Date.
Action required: Record the Start and End Dates, and total number of days effort to
complete the task.
6. Other
This is to identify the cost and effort required for any other Major scope item you have
identified in Section 1. AESO will review all submissions from all Market Participants to
determine whether this Scope item should estimate by Market Participants.
Action required: Record the Start and End Dates, total number of days effort and cost to
complete all major tasks.
Major Tasks

Task
Identify the major task(s) that are required to be performed support the delivery of this Scope
item.
Action required: Record the Start and End Dates, and total number of days effort to
complete the task.
Project Schedule/Budget
Scope Item
Start Date
End Date
Number of Days
Total Cost
(Effort)
1. Implement e-LSI Client software
Training
Installation
Testing
2. New Load Settlement transactions
Development
Testing
3. Rejected Transaction Process
Development
Testing
Training
4. e-LSI Testing
Environment Set Up
Training
Market Participant Closed Testing
Final Acceptance Testing
5. e-LSI Production Cutover
Environment Set Up
Support
e-LSI Project Plan 07/2004
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The information provided by the Market Participants will be regarded as confidential and will not be distributed or communicated in any form
to other Market Participants or any individuals external to AESO.
Scope Item
Start Date
End Date
Number of Days
Total Cost
(Effort)
6. Other
Task
Task
e-LSI PROJECT TOTAL
III. Issues/Constraints: Specific to Duration/Cost
This section is used to identify any issues and or constraints that you perceive will or may affect the start and end dates of
the major tasks listed. AESO will work with you to define possible solutions to mitigate the risk for these items.
Item
Recommended/Planned Solution
1.

2.

3.

4.

IV. Assumptions: Specific to Duration/Cost
This section is used to define the assumptions you have used to complete the Project Schedule and Budget table. Items
such as number of people of you require and percentage availability to the e-LSI Project can be recorded here. Also you
can record what you expect from AESO in terms of the e-LSI Implementation to ensure your deliverables are successful.
Item
Description
1.

2.

3.

4.

V. Approval
This section is to be signed off by your company and AESO to signify that both parties have worked together to define and
validate cost and effort requirements to implement e-LSI at your company.
Company Name:
Approved By:
Date Approved:
AESO
Approved By:
e-LSI Project Plan 07/2004
Date Approved:
Page 5 of 5
The information provided by the Market Participants will be regarded as confidential and will not be distributed or communicated in any form
to other Market Participants or any individuals external to AESO.