ERCOT PMO Update

Robert ConnellDirector Program Management

May Board of Directors May 17, 2005 (Through 4/30/05)

April 2005

ERCOT Confidential

2005 YTD Project Performance2005 YTD Project Performance

Project Process Improvements In 2005 3 completed, 17 YTD 3 in Initiation 24 in Planning 23 in Execution

Instituting Managed Time Periods Expand on Project Metrics – EVM Establishing Risk Management Methodology

Project Activity Project Performance

0

5

10

15

20

25

1st Qtr 2nd Qtr 3rd Qtr 4th Qtr

Completed Initiation Planning Execution

0%

20%

40%

60%

80%

100%

1st Qtr 2nd Qtr 3rd Qtr 4th Qtr

On Time On Budget Deliverables

Second Quarter Results (to 4/30)

April 2005

ERCOT Confidential

Major ERCOT Projects SummaryMajor ERCOT Projects Summary

Project Total Budget Actual 4/30 Metrics

Duration/Information (Sponsor) Phase/Scheduled Completion Schedule Budget

EMMS Release 4 (2004-2005) $9.7M $6.9M

20 separate projects over 14 mos. (S Jones) Execution Phase/2nd Qtr 2005

Service Oriented Architecture (2004 -2006) $5.6M $4.4M

8 Architecture projects over 30 months (R Giuliani) Planning Phase/4th Qtr 2006

Commercial System Upgrade (2003-2005) $4.7M $4.4M

separate upgrade projects. (R Giuliani) Execution Phase/3rd Qtr 2005

Market Oversight Monitoring System (2003-2005) $1.9M $1.0M

3 separate projects over 12 mos. (S. Jones) Execution Phase/3rd Qtr 2005

ERCOT.com Improvements $1.2M $204K

Project to establish Search Engine, improve on Content Management, Navigation, and content organization (R. Guiliani)

Planning Phase/4th Qtr 2005

April 2005

ERCOT Confidential

Large Project UpdateLarge Project Update

Large Capital Projects for Board Action in MayLarge Capital Projects for Board Action in May

   MO – PR50024 – Enhancements to Market ExtractsMO – PR50024 – Enhancements to Market Extracts

   Project over $1M moving to ExecutionProject over $1M moving to Execution

Inform F&A, Board Resolution language for executive session providedInform F&A, Board Resolution language for executive session provided

Request to proceed with Project Request to proceed with Project

IO – PR50022 – Infrastructure for 2005 Executed Capital ProjectsIO – PR50022 – Infrastructure for 2005 Executed Capital Projects

   Project Initially over $1M, under $1M moving to ExecutionProject Initially over $1M, under $1M moving to Execution

Inform F&A, Request to proceed with blade purchaseInform F&A, Request to proceed with blade purchase

IO – PR50125 – 2005 Storage to Support Ongoing OperationsIO – PR50125 – 2005 Storage to Support Ongoing Operations

Project over $1M moving to ExecutionProject over $1M moving to Execution

Inform F&A, Board Resolution language for executive session providedInform F&A, Board Resolution language for executive session provided

Request to proceed with Project and Vendor contractRequest to proceed with Project and Vendor contract

SO – PR30183-01 – EMMS R4SO – PR30183-01 – EMMS R4

Change Control for AREVA Task Order 22Change Control for AREVA Task Order 22

Inform F&A, Board Resolution language for executive session providedInform F&A, Board Resolution language for executive session provided

Request to increase AREVA contract “Not To Exceed” amountRequest to increase AREVA contract “Not To Exceed” amount

April 2005

ERCOT Confidential

Projects Completed 2Projects Completed 2ndnd Quarter Quarter

Projects Completed in April 30129 Remote Access to Study Cases

40042-04 EDW Lodestar ODS

40066-03 Siebel 7.7 Upgrade

April 2005

ERCOT Confidential

Remote Access to Study CasesRemote Access to Study Cases

Scope of PR-30129: To improve collaboration with the Transmission Operators (TOs) in accurate network modeling, a prototype system has been developed to provide access to limited production data through the EMMS Market Operations Test Environment (MOTE). An accurate network model is essential to the analysis of congestion which often has a direct impact on ERCOT energy prices.

Features and Deliverables: The solution will allow TOs to remotely and securely access network study cases in the EMS component of the MOTE. The cases include State Estimator solution and network diagrams.The cases are updated as and when changes occur in the production system.TOs will be able to execute Load Flow and Contingency Analysis study applications in MOTE.TOs will thus be able to work in conjunction with ERCOT modeling engineers to tune the network model, enhancing its accuracy and efficiency.Demonstrate the Prototype system for technical feasibility and security assuranceTOs will be able to access the system on business days during normal working hours.

Current Activity – May, 2005Rolled Out on April 28th as planned. The system is in the stabilization period. TO access requests are being processed as and when received.

5/04-6/04

Planning2 Months

Development8 Months

Int & Test2 Months

Production Go-Live and Stabilization

7/26/04-3/31/05 2/07/05-4/15/05 4/28/05-5/26/05

April 2005

ERCOT Confidential

Enterprise Data Warehouse LodeStarEnterprise Data Warehouse LodeStar

Scope of PR-40042-04: The implementation of the 40042_04 is one of the main deliverables for the Enterprise Data Warehouse (EDW). The project involved the implementation of the EDW Operational Data Store (ODS) and the transition of the current Data Archive to the ODS.

Features and Deliverables: Current Lodestar historical trade date data is included New data is populated in near real time, including intra-day transactions

Current Activity – April In production

3/1/04-3/31/04

Planning1 Months

Dev & Data Archive Migration - 6 Months

Int & Test5 Months

Production Go-Live and Stabilization

4/1/04-9/30/04 10/1/04-2/13/05 2/14/05-4/18/05

April 2005

ERCOT Confidential

Siebel 7.7 UpgradeSiebel 7.7 Upgrade

Scope of PR-40066_03: The scope of this project was two-fold; to get the application running on an Oracle 9i database and to have a fully supported version installed – upgrading from v6.5 to v7.7. This project is part of the original CASUP project, PR-30082.

Features and Deliverables: The current Siebel implementation is successfully running on the 7.7 versionThe current Siebel DB has successfully been upgraded to Oracle 9iAll current Siebel applications and Oracle DB functionality has been retained and is operationalAll current functionality (e.g., MIMO) has been retained and is operationalAll interfaces to Lodestar successfully operate after the upgrade with no loss of performanceAll interfaces to EDIM Tools successfully operate after the upgrade with no loss of performance

Current Activity – May, 2005Went live on April 15th - 18th with main 7.7 application as planned.Were not able to go-live with eServices, which moves disputes from TML database to Siebel, because a hardware issue. No loss of current functionality.Plan to complete eServices implementation in May 2005.

4/04-12/04

Planning8 Months

Development3 Months

Int & Test1 Month

Production Go-Live and Stabilization

1/05-3/05 3/05-4/05 4/05-5/05