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ERCOT. Follow up on questions from 2/18 meeting on proposed Expedited Switch rulemaking changes…. ERCOT’s understanding of the proposed rulemaking:. Currently there are 2 types of Switch transactions: On-Cycle – ERCOT sends the First Available Switch Date (FASD) to the TDU
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ERCOT Follow up on questions from 2/18 meeting on proposed Expedited Switch rulemaking changes…
ERCOT’s understanding of the proposed rulemaking: • Currently there are 2 types of Switch transactions: • On-Cycle – ERCOT sends the First Available Switch Date (FASD) to the TDU • Out-of-Cycle – ERCOT sends the FASD and the Special Read Date Requested by the Rep to the TDU • After the rule making ERCOT believes the Expedited Switch will replace the On-Cycle Switch: • Expedited – ERCOT sends the FASD to the TDU. TDU returns a Scheduled Meter Read Date (SMRD) for the Switch within the 6 calendar day window. • Out-of-Cycle – ERCOT sends the FASD and the Special Read Date Requested by the Rep to the TDU
Two or Three Types? • If with proposed rulemaking the Expedited Switch replaces the On-Cycle Switch: • ERCOT believes we may have to make minor system changes. • No TX SET version change foreseen. • Cancels inside the window(s) to be managed with the MarkeTrak process. • If proposed rulemaking has 3 types of switches – Off-cycle, On-cycle and Expedited: • ERCOT would work with the market to add the expedited switch processes into the stacking logic. • TX SET change would be required to accommodate the expedited switch transaction. • ERCOT believes we may have to make major system changes and facilitate a flight test with the market prior to implementation.
Parking Lot / Questions for follow up? • What other questions would MPs like ERCOT to research to bring back to future meetings? • Changes to the timeline that allows the market to maintain the customer notification process for switching, while shortening the time it takes to switch.
Current Trans flow for Customer Notification • Scenario 1 – no waiver • Current – prior to any expedited switch changes Switch FASD is calculated after customer rescission period Switch for REP A is Scheduled for ? Next cycle date REP A submits Switch REP C is Rep of Record Thursday 02/12 Friday 02/20 Monday 02/09 Tuesday 02/24 Tuesday 03/10 Monday 03/01 FASD Customer Rescission Process Cancellation The FASD for a Switch Request where notification has not been waived is calculated as follows: FASD = EPD + 3BD (Mailing to notify Customer of the pending Switch Request) + 7CD (Customer Rescission Period) + 3BD (Processing time to allow for potential cancellation by Customer)
Current Trans flow for Customer Notification • Scenario 2 - waiver • Current – prior to any expedited switch changes Switch FASD is calculated at 3 Business days Switch for REP A is Scheduled for ? Next cycle date REP A submits Switch REP C is Rep of Record Thursday 02/12 Thursday 2/19 Monday 02/09 Sunday 02/15 Tuesday 02/24 FASD The FASD is calculated as follows for a waiver of notification: FASD = EPD + 3BD (Processing time)
After Expedited Switch • Scenario 1 – • Timeline for customer notification / TDSP schedules for last day in the window Switch for REP A is Scheduled for 02/18 Switch FASD is calculated at 3 Business days REP A submits Switch TDSP schedules Switch within the 6 day window REP C is Rep of Record Thursday 02/12 Thursday 2/19 Monday 02/09 Sunday 02/15 Tuesday 02/24 FASD Customer Rescission X Process Cancellation The FASD for a Switch Request where notification has not been waived is calculated as follows: FASD = EPD + 3BD (Mailing to notify Customer of the pending Switch Request) + 7CD (Customer Rescission Period) + 3BD (Processing time to allow for potential cancellation by Customer)
After Expedited Switch • Scenario 2 – • Timeline for customer notification / TDSP schedules for first day in window Switch for REP A is Scheduled for 02/12 Switch FASD is calculated at 3 Business days REP A submits Switch TDSP schedules Switch within the 6 day window REP C is Rep of Record Thursday 02/12 Thursday 2/19 Monday 02/09 Sunday 02/15 Tuesday 02/24 FASD Customer Rescission X Process Cancellation The FASD for a Switch Request where notification has not been waived is calculated as follows: FASD = EPD + 3BD (Mailing to notify Customer of the pending Switch Request) + 7CD (Customer Rescission Period) + 3BD (Processing time to allow for potential cancellation by Customer)
REP / TDSP Questions for follow up? • What other questions were brought up for MPs to review and bring back for next time? • TDSPs provide an expected ratio of estimated reads to actual reads that would be generated from the various scenarios under discussion.