9/12/2006TPTF

MIS / TrainingStatus & Update

Pat HarrisA portal is a web site or service that offers a broad array of resources and services such as e-mail, applications,, search engines, tools, and on-line reference material. TPTF

11 / 28 / 2006

Lead from the Front11/06/2006

MIS – today’s update

• New Design Artifacts– SEARCH capability overview– User Roles – Home / MyPage Concept

• For Discussion / clarification:– Clarify ‘certain Market participants’– Clarify data classifications

• Next review:– Conceptual Design Release!

Lead from the Front11/06/2006

MIS Component: SEARCH overview

• Content to be searched:– All content on ERCOT.com– All MIR reports, indexed by:

• Report name, report description• Report type, report date

– All links in applications provided from the MIS portal• Application name• Application description

• Access Control– Classified as Public, Private, Secured– Access control by Dunn Number, tied to Digital certificate (not role-based)

• Results display– Links to ERCOT.com – launch the .com page– Links to MIR reports – launch the report, if authorized– Links to Applications– launch the application (role-based)

Lead from the Front11/06/2006

MIS Component: SEARCH example (details)Search MISSearch MIS

ESIIDSearch for Ok Cancel

Search for ESIID in:Ø Static HTML pages within ERCOT.COM and its associated web sitesØ Report Explorer for report types for that ESIIDØ Service links that may serve that ESIID (if any)

The search engine will index q All static HTML pages within ERCOT.COM. The returned data will be displayed to the user as links to the HTML pages. All data here is public so search results

will be same for all users. q MIR metadata for each of the report type based on report type name and Description. The data will be identified as public or secure or certified and then indexed

by accessibility to Market Participant using DUNS number. This data will be returned back to the user as links to report explorer showing a specific report type. Only the links to report types accessible by the market participant the user belongs to will be shown. All users within the market participant will have the same search results regardless of their role.

q Any service link that may launch a service based on name, description and accessibility to the service roles. The returned data will be displayed to the user as links to the service application. Only the service links accessible by the role of the user will be shown.

User

Search MISSearch MIS

ESIIDSearch for Ok Cancel

Application 1Application 1Application 1Application 1

All Static HTML Pages with keyword ESIID

All services or applications that serve

keyword ESIID

All report types from report explorer that serve the keyword ESIID in its type name or description

Advanced Report Search

Advanced Report Search

Report Explored Advanced SearchØ Search provided by report explorer based on name, description and

date rangeØ Launches the report explorer search page

Lead from the Front11/06/2006

Nodal component: User Role Model (part 1)

QSE with resources- Operator- Marketer/Trader- Power Scheduler- Settlements- Disputes- Data Analyst- Market Rules- Resource Metering- Performance Monitoring- USA- IT Support

QSE without resources- Marketer/Trader- Power Scheduler- Settlements- Disputes- Data Analyst- Market Rules- USA- IT Support

Resource- Marketing- Transaction Analyst- Accounting- Disputes- Data Analyst- Market Rules- USA- IT Support

LSE - Rep- Marketing- Transaction Analyst- Accounting- Disputes- Data Analyst- Market Rules- USA- IT Support

LSE - NOIE- Accounting- Disputes- Data Analyst- Market Rules- USA- IT Support

Lead from the Front11/06/2006

Nodal component: User Role Model (part 2)

TSP- Operations- NW Model Mgt- Retail Transaction Analyst- Data Analyst- Resource Metering- Market Rules- USA- IT Support

DSP- Operations- NW Model Mgt- Retail Transaction Analyst- Data Analyst- Resource Metering- Market Rules- USA- IT Support

CRR Holder- Settlements- Disputes- Data Analyst- Trader- USA

ERCOT- Operations- NW Model Mgt- Market Operations- Wholesale Settlement- Client Services- Compliance- Credit Management- IT Support- USA

PUCT- Wholesale Mkt Oversight- Retail Mkt Oversight- IT Support- USA

Independent- Market Monitor

Lead from the Front11/06/2006

Home/My Page Concept

Lead from the Front11/06/2006

Protocol Clarifications: part 1

– Secure information audience? Examples:• PR 3.10.2 (3) ERCOT shall make available to TSPs and/or DSPs and all

appropriate Market Participants …. the transmission model used in transmission planning.

• PR 3.10.3 (5) (FR 25) ERCOT shall make available to TSPs and/or DSPs and all appropriate Market Participants, …… the CRR Network Model.

• PR 3.10.4 (5) (FR 29) ERCOT shall make available to TSPs and other Market Participants, ….. the full transmission model used to manage the reliability of the transmission system as well as proposed models to be implemented at a future date.

– Certified information? Examples:• PR 4.2.4 ERCOT shall provide each QSE with the information necessary to pre-

validate its data for DAM, including publishing validation rules for offers, bids and trades and posting any software documentation and code that is not Protected Information to the MIS Secure Area within five Business Days after by ERCOT receives it.

• PR 4.4.1.2. (3) ERCOT shall continuously validate Capacity Trades and continuously display on the MIS Secure Area information that allows any QSE named in a Capacity Trade to view confirmed and unconfirmed Capacity Trades.

Lead from the Front11/06/2006

Protocol Clarifications: part 2

– Certified information? More examples:• PR 4.4.2.2 (3) ERCOT shall continuously validate Energy Trades and

continuously display on the MIS Secure Area information that allows any QSE named in an Energy Trade to view confirmed and unconfirmed Energy Trades.

• PR 4.4.3.2 (2) ERCOT shall continuously validate Self-Schedules and continuously display on the MIS Secure Area information that allows the QSE named in a Self-Schedule to view validated Self-Schedules

• PR 4.4.7.3.2 (3) ERCOT shall continuously validate Ancillary Service Trades and continuously display on the MIS Secure Area information that allows any QSE named in an Ancillary Service Trade to view its confirmed and unconfirmed Ancillary Service Trades.

• PR 5.3 (4) ERCOT shall provide each QSE with the information necessary to pre-validate their data for DRUC and HRUC including: (a) Publishing validation rules for offers, bids, and trades; and (b) Posting any software documentation and code that is not Protected Information to the MIS Secure Area within five Business Days of receipt by ERCOT.

• PR 6.3.4 ERCOT shall provide each QSE with the information necessary to pre-validate its data for Real-Time Operations including publishing validation rules for offers, bids and trades and posting any software documentation and code that is not Protected Information to the MIS Secure Area within five Business Days of receipt by ERCOT.

Lead from the Front11/06/2006

Training Update - Status

• Highlights:– Course development ON Schedule!– LMS delivery on time- will enable ‘test-out’ of Nodal 101: Basics– Extra Nodal 101 class Dec. 8 – austin– Training in Houston March 21-22 (Centerpoint) registration avail.– Training in Houston May 22 -23 (Reliant) registration avail.– Integration of LMS and training support tools Proof of Concept

• Lowlights:– Needed level of internal delivery resources unavailable– Market expressing desire for more frequent training than planned– Toward end of 2007, dedicated facility is required. ??

Lead from the Front11/06/2006

Training -- Outlook

• Completing scheduling for Dec. 13 – additional LMP course• Continue development:

– QSE Basic Training– LSE 201– NMMS– Transition to Nodal Markets

• Complete Conceptual Design Document for training support tools and LMS

• Plan for recruiting trainers from vendor pools• Upcoming Milestones:

– 12/31 – LMS Deployment– 12/31 – Online Testing available– 12/31 – Web-based Training available