Titles Line Up with the Starmark

1
Texas Choice Pilot Project November 2001
2
Texas Choice Pilot Project
TXU Contract Status as of 11-01-01
Contracted as of 11-01-01
Customer Class
5 Pilot Load
Residential Non-residential, non- demand
metered Industrial demand metered Commercial
and other demand metered Other
113,295 9,901 customers 183,054 kW 503,712
kW 151,196,500 kWh
50,753 customers 1,748 customers 107,682
kW 509,329 kW 81,651,078 kWh
3
Texas Choice Pilot Project
TXU Switch Status as of 11-01-01
Premises
Completed 26,998 Scheduled 7,251 Total
Switches 34,249 Contracted 57,371
60 of contracted have been scheduled or switched
4
Texas Choice Pilot Project
General Observations

• Multiple Pilot delays in startup caused issues
  with system date issues and difficulty with
  changes
• Market Participants ERCOT Databases will always
  have some level of discrepancies
• 80-20 rule will apply resulting in special
  handling of exceptions
• Transaction process timing is key to achieve
  desired transaction results

5
Texas Choice Pilot Project
Pilot Challenges

• Transaction Starts and Stops
• Requests to separate transaction types and send
  to special file sites
• Volume Issues caused slow downs and data to be
  out of sync
• Continual need to reconcile with ERCOT Market
  Participants
• Notice period to request cancels and switchbacks
  caused delays and resulted in switches that
  should not have completed

6
Texas Choice Pilot Project

• Weekly data reconciliation with ERCOT to ESI
  level
• Lifecycle transaction tracking
• Ongoing timing challenges with ERCOT processing
  of metering data
• Contracted customers moved out while switches
  were pending and new customer moved in
• Maintaining filenames is key to research and
  service requests, as well as, 997 confirmations

7
RETAIL QUALIFICATION TESTING (RQT)
8
RQT - Basis for Testing
Business Processes Tested

• RQT is based on scenario maps defined by TX SET
• Each scenario map represents many possible
  business process threads
• RQT focuses on specific threads of the Scenarios
• Each RQT script tests one or more scenarios

9
RQT - What is being testing?
Flight 1001

• Basic switch - with objection invalid ESI ID
• Move-Out - date change cancel
• Move-In de-energized - rejected date change
• CSA - move-in rejected drop date change
• Drop to POLR
• Ad Hoc Historical Usage
• Service Orders - meter exchange, dis/reconnect
• Usage/invoice/payment

10
RQT- Things to Remember

• RQT does not assure a problem-free market
• It is never too early to start planning for
  market testing
• Use the Retail Testing Website as a resource
• Successful RQT is required in order to execute
  TXUs delivery service agreement