Lubbock Retail Integration Task Force Updates
The Lubbock Retail Integration Task Force (LRITF) discussed major implementation items essential before LP&L can compete. Items include tariff goals, data sharing resolutions, and legislative changes for customer choice billing. The transition timeline outlines important milestones for LP&L's entry into competition.
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LUBBOCK RETAIL INTEGRATION TASK FORCE LRITF MARCH 7TH, 2023 Chris Rowley Michael Winegeart Sheri Wiegand
LRITF MEETINGS 2/7/23 2/28/23 The Task Force continued to discuss four major implementation items that must be resolved prior to LP&L entering competition: 1. Pro-Forma Retail Access Tariff goal: Proposal for Adoption to be considered at the March 9thOpen Meeting in PUCT Project# 54212 . Access Agreement is included in pro-forma tariff. 2. CSA & Mass Transition Transaction Workflows NPRR1159 and RMGRR171 to account for TXSET processing options for an MOU/EC entering retail competition are now with PUCT and will be heard at the March 9thOpen Meeting. 3. Customer Data Issue HB2664/SB1171 have been filed for revisions to TX Utilities Code 182 allowing LP&L to share customer data with ERCOT. Goal is for data access issue resolution by early June. Other options will be pursued if delayed legislative solution is apparent. 4. Customer Choice Billing HB2663/SB1170 have been filed seeking legislative changes to PURA Section 40.057 to: Allow an opt-in MOU/EC the option of a single bill scenario through REPs as opposed to a customer choice, dual billing scenario Allow for MOU/EC option for PUC POLR selection designation or MOU/EC POLR selection Major Implementation Items
TRANSITION TO COMPETITION TIMELINE v20230227 January February March April May June July August September October 2 9 16 23 30 6 13 20 27 6 13 20 27 3 10 17 24 1 8 15 22 29 5 12 19 26 3 10 17 24 31 7 14 21 28 4 11 18 25 2 9 16 23 30 FILED HB 2663 SB 1170 Pass to Delegation COMPLETE PURA Ch. 40 Dual Billing/POLR G O A L If 182 Fails to pass 2/3 AND absent a clear designation of ERCOT, we work on a contract with ERCOT. Else, we cannot move to competition. Legislative Process E N D Bills become law - 9/1 (if not 2/3 approved) Budget is normally Passed If expected to NOT pass, add language to another bill. Govenor Normally Signs Bills Committee--> House--> Senate -->Governor Most bills passed in April FILED HB 2664 SB 1171 Utilities Code 182 Customer Confidentiality for MOU Pass to Delegation COMPLETE Blackout Period Sep 11 - 29 No new market transactions MUST Send ESI/Load Profile to ERCOT or Customer Choice cannot happen Flight Testing March 8 - June 23 System Testing Customer Choice - Selection of REPs Aug 2 - Sep 11 Start receiving MOVE-IN orders from REPs Customers "Move In" to their chosen REP DUE 6/3: Protocol requires 120 days prior to Opt-in Date of 10/1 Market Transactions REP Transition ESI IDs to REPs on their billing cycle day Create ESI IDs Create MCL and send to REPs Assign Customers to Default REPs System Configuration Welcome Package Protocol Revision to allow 60 days, then DUE 8/2. ERCOT cannot receive Move-In Transactions greater than 90 day ahead of the move in. 60 Days (Aug 2) Market Feedback Draft Chapter 5 Approval EUB - 4/18 CC - 4/25 Market Rules Present to RMS in March Customer Protection Rules Discretionary Fees City Council Approval 4/11 Approval EUB - 3/20 Received Rates Structure Market Feedback of Structure (RMS) LP&L Internal Review (structure only) Rates Workshop - 3/28 Response Due 1/23 SUBMITTED Comments Due 1/9 Present to EUB / CC PUC approves pro forma PUC Staff Review Process All Customer must be in ERCOT prior to Retail Competition COMPLETE SPS Filed with FERC 2/21 Texas AG Approves Bond Issuance FERC Approves Load Transfer 60 Day Review Process starting on 2/21 PUC Open Meeting Mar. 9th Settlement Approval Bond Process (~30 days) Contestation Bond Issue Transfer Remaining 30% of Customer Load Into ERCOT Start 60 day timeline Construction Transfer Load to ERCOT 3
ACTION Customer Enrollment Process UPDATE Plan is for testing, execution of Access Agreement, then REP will receive Welcome packet including items such as: all SFTP info for Switch Hold files, Safety Net submission, critical care information, MCL, ESI list, LOA instructions, Distributed Generation information, and more. This will be available post testing end April/early May. LEUB and City Council approved 3 Default & VREPs and 1 POLR REP Default/POLR REP Dual Billing, if applicable Registration of D2D agents Customer Protection Rules Flight Testing Lubbock customers will receive a separate invoice if affirmatively select dual billing option, if available Peddler s license must be obtained through City of Lubbock for any door to door sales Summary of Updates 2/7/23 2/28/23 Goal is to be available later in March for market review/comments Deadline for registration is 3/8/23 @ 5:00 PM no exceptions Lubbock plans to perform full end to end testing with limited REPs. All REPs registered will perform penny & connectivity testing. Lubbock expressed they would like to test one dual billing segment (BLT: dual) ERCOT estimates ~50 60 DUNs will be testing in LPL0423 flight Action items will continue to be updated at LRITF meetings 4
ACTION UPDATE Will be finalized with rates. Preliminary plans are to use BAS001, BAS003, DIS001 and either MSC022 for transition charges if a rider or MSC029 if financing order SAC04 Codes LP&L intends to use SFTP site for submission of market approved spreadsheets additional information to be contained in REP Welcome packet Safety Nets LP&L Engineering finalizing DLFs Distribution Loss Factors Solar Customers Summary of Updates 2/7/23 2/28/23 - continued LP&L is working to complete the TDSP Solar matrix (from August 2022 workshop) to address operational issues Many questions were posed regarding stacking logic during transition, blackout period, and post transition. LP&L is working with developers on logic. A separate REP workshop is being considered. Stacking Logic Saturday will be an AMS operational day, however, hours may be reduced AMS Operational Days Smart Meter Texas LP&L indicated agreement w/ SMTP may not be complete at market open thus daily LSE files may not be available to REPs. Action items will continue to be updated at LRITF meetings 5
PRELIMINARY RATE STRUCTURE SUMMARY Lubbock presented initial proposed rate structure: Rate Classifications: residential, secondary < 10 kW, Secondary > 10 kW, primary, transmission, lighting, residential with DG, secondary < 10 kW with DG SAC04 codes: utilize existing SAC04 codes REPs stressed importance of separating fixed vs volumetric components for 810_02 transactions Cost recovery components: delivery service charge, franchise fee, and transition charge Power Factor: plan is to bill on kW w/o PF adjustment Demand Ratchets: no ratchets will be applied to demand values 4CP billing: not expected to apply Street Lighting rates: yes, will be available when rates are available Proration: no proration of demand values or demand charges Rates structure will be reviewed at next LRITF meeting
COMPLETED ACTION ITEMS Q&A TDSP Activities Q: What are the applicable LP&L zip codes? A: A full list of zip codes has been provided to ERCOT and are also posted on the main LRITF page. Zip + 4s will not be available. https://www.ercot.com/files/docs/2022/09/14/Lubbock%20zip%20codes%2020220913.docx Q: Will the meter read and holiday calendars be posted on LP&L s website by October 31st each year? A: YES, schedules will be posted on LP&L website and 2023 schedules will be posted on LRITF main page. Meter Cycle # is listed as Bill Cycle Q: Will LP&L have an OGFLT load profiles? A: LP&L systems will be set up for OGFLT load profiles, however, any OGFLT requests will need to be initiated by the customer. Q: What are the Call Center support lines for LP&L customers to contact for outage reporting? Call Center? REP Hotline? A: The following phone numbers should be utilized: LP&L outage line will remain the same as today 1-806-775-2509 New REP hotline number established (for REPs only) 1-866-949-5862 LP&L Call Center (for customers) 1-806-775-2509 Q: Will LP&L have any ESIs on a BUSIDRRQ load profile since most of meters are AMS meters? A: LP&L has 3 ERCOT Polled Settlement (EPS) meters which will have BUSIDRRQ load profiles.
COMPLETED ACTION ITEMS Q&A - CONTINUED TDSP Activities Q: Will historical usage information be available for transitioning customers? Will an LOA process be available and when? A: Monthly summary historical usage information will be available via the Mass Customer List (MCL) for entering REPs. Historical interval data will be available for REPs by emailing marketops@mylubbock.us with a signed copy of the approved LOA. Brokers may also request monthly and interval data via the LOA process noted above. The LOA process may commence at the time the MCL is available for distribution (late April/early May). ERCOT Market Requirements Q: What test scripts will be tested for full end to end testing by selected REPs? What scripts are required for all REPs entering LP&L s territory? A: The following test scripts will be tested for full end to end testing: CON01, CON02, IBANK01, STK01, SOR01, TDSP01, TDSP02. All REPs entering LP&L territory will be required to perform CON01 and CON02 (penny and connectivity testing). Transition to Competition Q: When will LP&L accept EDI transactions for transition to competition? A: Transactions will be accepted August 2nd, which corresponds to 90 days prior to LP&L s last meter read cycle in October. Q: Has LP&L selected Default Service REPs, POLR Voluntary REPs and a POLR REP? A: Lubbock s Electric Utility Board and City Council have approved the following REPs: Default Service REPs: Reliant, Octopus, TXUE POLR Voluntary REPs: Reliant, Octopus, TXUE POLR REP: Reliant
2022 2023 2024 Oct Nov Dec Feb Mar Apr May Jun TRANSITION TO COMPETITION Jan Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Activities Develop high level customer transition plan Finalize Access Agreement (Delivery Service Agreement) Develop customer enrollment process Finalize customer billing options Determine if the City of Lubbock has D2D registration requirements Create Mass Customer Lists / Resolve customer data Issue Create CBCI files for Default REPs Finalize Default REP selection process Define Disconnect for Non-Pay (DNP) Blackout Period Complete Complete CUSTOMER EDUCATION Identify tax exempt customers (REPs to do this once enrolled) Determine Continuous Service Agreement process Populate Power to Choose website Conduct customer forums/town halls Complete PUCT REQUIREMENTS Determine if Solix Low Income list applies Finalize Tariff Finalize POLR process/POLRs Define PUCT complaint process Finalize the application of LP&L Customer Protection Rules Complete ACTIVITIES TIMELINE POSTED TO LRITF MEETING PAGE Complete ERCOT MARKET REQUIREMENTS Identify if MarkeTrak will be used Identify if LSE files will be used Determine what Load Zone/Congestion Zone/Weather Zones apply Idenitfy transactions Membership ID Implement substation mapping - station name begins with LP_ Finalize flight testing plan Define Safety Net process Determine load profiles for ESI IDs Identify applicable SAC04 Codes Revise RMG Chapter 8 and Protocols (CSA/Mass Tran) (Sections 7, 19) Conduct bank testing Input ESI IDs in TDSP Extract Conduct flight testing - TEST Deploy TXSET v5.0 Complete Complete Complete Complete Complete TDSP-SPECIFIC ACTIVITIES Identify LP&L DUNS Post zip code list Post meter read calendar Post holiday calendar Determine if AMS Operational Days will apply Critical Care/Critical Load communications pre&post transition Define Distribution Loss Factors Identify Solar/DG customers Determine where daily Switch Hold files will be housed (SFTP site) Identify Metering / True IDR (BUSIDDRQ) types Establish call center support line / phone number Determine if OGFLT profiles will be available Define weather moratorium process (Customer Protection) Define transaction timelines - Ch 5 Define TXSET transaction timing Develop TDSP Proration Guidelines Create and share testing contact information and update FlighTrak Create TDSP AMS Data Practices table Determine Historical usage request process & availability Determine if LP&L REP Portal will be created Determine process for housing tampering Information Finalize Smart Meter Texas agreement Complete Complete Complete Complete Complete Complete Complete Complete A big thank you to Melenda w/ Oncor for developing timeline! LP&L RATES Determine if power factor adjustments will apply Identify street lighting / security lighting practices Determine if demand ratchet billing will apply Determine if 4CP assignment will be used Finalize rate structure Review Tariff was finalized Determine if transition charges will apply Create timeline and complete registration of REPs PRESENTATION TITLE 9
Pro Forma Tariff Access Agreement POLR Process Safety Net Process Q4 2022 LP&L Rates Customer Enrollment Process Detailed Timeline PUCT Complaint Process / Application of PUCT Rules Transaction Timelines / TXSET Timelines CSA Process ERCOT Activities: SAC04s, Load Profiles TSDP Activities: Critical Care, DLFs, Solar/DG, Switch Hold Files, BUSIDDRQ, Call Center, OGFLT, Weather Moratoriums, Proration Q1 2023 Q2 2023 ESI IDs in TDSP Extract RMG Chapter 8 Revisions Historical Usage Requests TDSP AMS Data Practices Mass Customer Lists Power to Choose website Customer Forums/Town Halls Flight Testing / Bank Testing Q3 2023 CBCI files Default REP Selection Process DNP Blackout Period Market Operations Group Established Tampering Information Process Smart Meter Texas Q4 2023 GO LIVE Transition to Competition TIMELINE OF ACTIONS
LRITF MEETING HELD AFTER RMS @ 1:30 PM MARCH 7TH, 2023 AGENDA: LP&L Proposed Legislation status Customer Choice Billing Operations Flight Testing Status Rate Structure Lubbock Retail Integration Timeline Review List of Integration Activities/Timeline Open Discussion 11
