TDTMS Update - RMS February 2nd, 2021
This update covers significant discussions and achievements related to TDTMS, including performance reviews, outage planning, IT applications, and more. It outlines ongoing initiatives, proposed enhancements, and accomplishments from 2020. The update also highlights collaboration efforts, metrics evaluation, system preparations, and market operations enhancement strategies.
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TDTMS Update RMS FEBRUARY 2ND, 2021
TDTMS TDTMS Update Sheri Wiegand (Vistra),Chair and Sam Pak (Oncor), Vice Chair MarkeTrak performance remains solid Decommissioning for TLS 1.0 is planned for late Q1 Consolidated outages/incidents listing on new IT Application Service Report/Issue Tracking page was made available Jan 1 www.ercot.com/services/sla Initiated discussion of proposed 5/1 5/2 ERCOT planned release outage and market preparation Continued discussion on current Switch Hold notification process and firmed up proposal to ERCOT for a new secure repository for daily switch hold files posted in MIS Finalized 2021 Goals/ 2020 Accomplishments www.ercot.com/services/sla
TDTMS TDTMS 2020 Accomplishments 2020 Accomplishments Supported Texas data transport improvement initiatives and continuous joint efforts with other retail market working groups a. Collaborative effort with TXSET to review and develop an IAG solution for consideration of TXSET 5.0 enhancements i. Established goals of the IAG solution proposal ii.Identified and fully vetted 4 initial options pros and cons of each iii.Developed/updated proposed options matrix landing on the push vs pull TXSET 5.0 solution matrix for IAG streamlining Established a matrix of data/reporting requirements for ERCOT to assist TDTMS in framing an on-going MarkeTrak sub-type analysis 1. 2. 3. Reviewed biannual overall MarkeTrak subtype volumes, discussed trends, and applied results to support MarkeTrak enhancements
TDTMS TDTMS 2020 Accomplishments 2020 Accomplishments - - continued Developed a list of proposed Marketrak enhancements a) Sorted the list of enhancements by administrative vs validation revisions i. administrative suggestions to be managed via a separate SCR and not required to follow the timeline for TXSET 5.0 ii. validation suggestions requiring more coding/logic and thus will align with the TXSET 5.0 project timeline b) Prioritized each recommendation by level of effort and priority high/med/low IAG/IAL Subtype Deep Dive Analysis developed IAG MarkeTrak Performance Metrics framework and effectively evaluated over 44,000 completed IAG and IAL MarkeTraks to identify timelines for each step in the IAG/IAL Marketrak process: a) Performance metrics presented to RMS as a tool for each CR to evaluate their own IAG/IAL performance and identify improvement opportunities b) Developed Tips & Tricks/User s Guide for IAS Market Reports and sent instructional email to RMS, TDTMS, and RMTTF listserves Support of ERCOT s NAESB TLS 1.2 upgrade preparation, establish workarounds to ensure market operations during cutover, communication, post implementation discussion continued 4. 5. 6.
TDTMS TDTMS 2020 Accomplishments 2020 Accomplishments - - continued Reviewed current switch hold notification market process (by TDU) and provided suggestion for new secure repository in ERCOT MIS developed initial list of requirements Reviewed Switch Hold Removal process as outlined in the Retail Market Guide to ensure language provides clarity on declining such removal of the switch hold continued 7. 8. 9. Full review of postings to MarkeTrak Information page on ercot.com with recommended actions to improve relevant information 10. Reviewed and monitored monthly IT retail incident and service availability new graph displaying historical MarkeTrak performance 11. Approved the Retail Market Services Service Level Agreements for 2021 for endorsement to RMS
TDTMS TDTMS 2020 Accomplishments 2020 Accomplishments - - continued Officially adopted ownership of the Market Data Transparency Service Level Agreements review for endorsement to RMS continued 12. 13. Supported relaunch of the Issue Tracking Page an overall report of all outages posted to ercot.com This Photo by Unknown Author is licensed under CC BY
TDTMS TDTMS 2021 Goals 2021 Goals Support Texas data transport improvement initiatives and continue joint efforts with other retail market working groups a) Collaborative with the Retail Market Training Task Force on operational issues in educating the market b) Supporting a TXSET 5.0 IAG solution by providing needed data analysis results c) Review of monthly ERCOT IAG report 1. 2. Develop a System Change Request (SCR) for proposed MarkeTrak operational/administrative enhancements to streamline efficiency and align with current market guides 3. Collaborating with TXSET 5.0 improvements, draft a project proposal for MarkeTrak enhancements through Serena 4. Perform biannual review of overall MarkeTrak subtype volumes for trends and the need for further analysis of various subtypes based on data points established
TDTMS TDTMS 2021 Goals 2021 Goals - - continued 5. Continued support in reviewing the market Switch Hold notification process continued 6. Utilization of IAG data analysis framework to establish metrics for a) Rescissions b) Unexecuted IAGS c) IAG results at least once per year Use MT data analysis results to review expected Service Level Agreements to improve performance and streamline the process 7. 8. Perform annual review of the Retail Market Services and Market Data Transparency Service Level Agreements (SLAs) and work with ERCOT to evaluate and implement any potential changes, as needed Review the quarterly ERCOT Retail Market Performance Measures if needed 9. 10. Support ERCOT resolution efforts in addressing each outage and/or degradation of service
TDTMS TDTMS UPDATE: Switch Hold Notification Process Proposal PROPOSED Process: 1.Master files submitted by TDSPs to ERCOT via NAESB by 0500 AM daily 2.ERCOT to post files via secured MIS site by 0600 AM daily 3.REPs will be able to pick up files representing all valid data after this time Details on implementation of process will be reviewed at next meeting UPDATE: o TNMP will be removing access to switch hold files via current FTP site on Sunday, February 7th o TNMP also has plans to submit 814_20s more real time for switch hold adds/deletes effective date TBD o Once transition is made, TDSP daily extract will be more reflective of accurate switch hold flags
TDTMS TDTMS Next Meeting February 18th, 2021 - Thursday WebEx only On the Agenda: System instances and MarkeTrak Monthly Performance Review Biannual review of overall MarkeTrak subtype volumes for latter half of 2020 Finalize the Switch Hold Notification process proposal Review ERCOT IAG report from November 2020 statistics Review of timing of Unexecutable IAG MTs MT Enhancements Administrative Review of initial DRAFT of proposed SCR
