Meeting Summary – 10/23/24 MCT and Texas SET Joint Meeting – Webex Only

1 – Antitrust Admonition

2 – Introductions & Agenda review

3 – Minutes September

• No feedback received on the September minutes.

4 – ERCOT Updates

Flight-Testing-Update-to-TXSET20241023.pdf

• Conducted 1375 distinct tests using the flight track tool, with some initial issues transitioning from 4.0 to 5.0 scripts.
• 29 new CRs were registered for the flight, validating various transactions like move-in requests.
• Encountered problems with scripts requiring restarts, specifically with older version transactions.
• Some transactions, though incorrect in testing, were still valid and accepted by ERCOT, causing traffic issues.
• Recognition of team efforts and the hard work put into the testing phase, with a request for a future lessons learned session.
• Discussion on certification letters for TDSPs, with assurance they will be distributed by the end of the week.
• Feedback sought on improving communication, especially involving service providers ensuring proper flow of information to smaller entities.
• Acknowledgment of potential issues with banking scripts and coordination challenges.
• Jim from Customized Energy highlights communication issues when suppliers enlist for flights, seeking better information relay.
• ERCOT addresses contractual limitations in communication directly with service providers but acknowledges the need for better reminders to market participants.
• Closing of the agenda item with minor updates and a segue to cutover plan discussions.

5 – MCT

5.1 – Implementation Plan

• There was an older condensed presentation on the implementation that may not have been posted on MCT.
• The updated version is referred to as “implementation plan final v two.”
• Sandeep has questions and has registered his presence for them.
• There is an openness to allowing questions and interjections during the process.
• Katherine and Kyle discussed the possibility of running through the implementation plan once more from a high level before proceeding.
• The approach involves going through the plan first and then opening the floor for questions, with Sandeep getting priority to ask questions.

5.1.1 – Conference Calls

• Initial Call on November 5 at 02:00 p.m. to confirm readiness for Texas Set 5.0 implementation.
• CRs to suspend non-pay transactions on November 6; unexecuted DNPs to be completed or canceled.
• Second call on November 7 at 04:00 p.m. for EMP suspension confirmation.
• No customer requests on November 8-9; request dates should be November 7 or 11.
• CRs to suspend 814 transactions by November 8 for dates after November 9.
• Safety net requests only for emergency reconnections and lights out situations.
• CRs to suspend sending certain transactions by November 8, 12:00 p.m.
• TDSPs to log MarkeTrak issues for initial county load files.
• Third call on November 8 at 06:00 p.m. for MP migration status and confirm market readiness.
• Fourth call on November 9 at 09:00 a.m. for ERCOT confirmation on system suspension and readiness check.
• Fifth and sixth market call scheduled for November 10 and 11 to confirm MP status and readiness.
• Redundancy checks and communication plans for transition weekend.
• Discussion on contingency plan if transition needs to be postponed.

5.1.2 – Cut Off Schedule

• Discussion on finding the correct cutover schedule slide.
• Decision to locate slide on MCT page for more compressed cutover information.
• Mention of the transition of the MarkeTraks calendar as the first point of reference.
• Identification of the updated Texas set transition as the second reference point.
• Suggestion to use both Excel and Sheri’s slide for comprehensive details.
• Confusion over file names leading to a mix-up with unrelated project documents.

5.1.3 – Open discussion

• Discussion on whether to schedule another meeting before the weekend; consensus that an additional call could be beneficial.
• Suggestion to update ERCOT’s website with a banner or message about the transition to Texas Set 5.0, especially due to system outages affecting enrollments on the weekend.
• Consideration of two separate banners: one for MarkeTrak and one for a broader notification about the system transition.
• Challenges in updating ercot.com mentioned due to system requirements.
• Confirmation that market notices will be sent to all market participants.
• Discussions regarding setting up another call for November 1 to discuss ongoing concerns and questions about the transition.
• Consideration of a call on Friday due to conflicting schedules on Wednesday.
• Technical requirements and updates for API and data extracts discussed, including the uploading of files and potential issues when the system comes back online.
• Confirmation of changes to transactional data and the impact on the TDSP ESI ID extract.
• Discussion about potential large file sizes post-transition and how updates would be processed.
• Future meetings and communications, including potentially a December meeting to discuss after-completion issues and a follow-up call in November to tackle any immediate issues arising post-transition.
• Additional communication strategies regarding the transition, including potential reporting capabilities for certain transactions.
• A sidebar mention of an ongoing discussion involving ERCOT legal and testing information, with plans for future discussion and review.

6 – Other Business

• Reminder to WMS voting members to check their inbox and vote on Texas Set 5.0 examples.
• A reminder email will be sent after the meeting.
• Emails regarding votes are sent from the revision request inbox.
• Voting cut-off date is tomorrow at 5:00 p.m.
• Acknowledgment of the busy time of year.
• A call is scheduled for next Friday at 2:00 p.m.
• Call details will be sent to the listservs: TDTMS, Set, MCT.
• Encouragement to contact if there are any questions or concerns before the call.

7 – Adjourn