December 10, 2008 TPTF Integrated Schedule Review Nodal PMO

2 2 Integrated Schedule ReviewDecember 10, 2008 Agenda 1.Program Changes (Janet Ply) 2.Preliminary Nodal Integrated Master Schedule (Janet Ply) 3.Scope (Janet Ply) 4.Schedule Assumptions (Janet Ply) 5.Work Remaining by Project (Core PMs) 6.Integration Activities (Mike Bianco) 7.EDS Activities (Matt Mereness) 8.Key Program Milestones (Janet Ply) 9.Critical Path (Janet Ply) 10.Next Steps (Janet Ply)

3 3 Integrated Schedule ReviewDecember 10, 2008 Program Changes Reorganized the entire program to eliminate project silos; instill accountability; put the right people in the right roles; streamlined delivery Changed leadership: Ron Hinsley is the Executive Sponsor and the Executive Director; Janet Ply now leads the nodal Program Management Office (PMO) Projects were reorganized into core and supporting projects; core projects own end-to-end delivery Developed a Nodal Master Integrated Schedule; identified hundreds of project inter-dependencies that were previously unknown Developed comprehensive program controls that are used rigorously to manage work Increased executive involvement in anything that affects program scope Increased vendor oversight and vendor accountability; have put ERCOT staff onsite and have vendor staff onsite at ERCOT during critical times Staffing has been reviewed; 108 contractors have left the nodal program since June; 18 contractors have been converted to ERCOT employees Increased ERCOT home team involvement in several key areas

4 4 Integrated Schedule ReviewDecember 10, 2008 Restructured Projects Network Model Management System –Linda Clarke leads this effort –Established data quality teams for the RARF data collection from Market Participants and for “nodalizing” the zonal seed for the network model (Common Information Model (CIM)) ERCOT Readiness and Transition –Murray Nixon leads ERCOT readiness and transition (i.e. business process development) EDS –Matt Mereness leads EDS and MP readiness metrics Enterprise Integration Services, Integration Testing –Combined these projects, renamed to Systems Integration and moved under the PMO –Mike Bianco leads this effort and comes from CAISO –Consolidated the zonal and nodal integration testing teams into one, added structure COMS team –Hope Parrish, ERCOT Manager, leads this team –Justin Rasberry brought in to oversee Settlements and Billing and Commercial Systems Interfaces (CSI) –Reorganized the Credit Management and Monitoring (CMM) team to accelerate progress

5 5 Integrated Schedule ReviewDecember 10, 2008 Results of Changes A high level of executive oversight and involvement The right people in nodal leadership positions Strong program controls and processes Vendor focus Team member accountability Sense of urgency to deliver the Nodal program on schedule ERCOT now has

6 6 Integrated Schedule ReviewDecember 10, 2008 Preliminary Nodal Integrated Master Schedule In June, PMs replanned the nodal program across all project teams resulting in –An improved understanding of the scope of the work required through go-live, now scheduled for Dec.1, 2010 –A comprehensive understanding of cross project dependencies for the nodal program –A detailed integrated master schedule for the nodal program that is the single source of record for all nodal work to be performed (~5400 activities) –Most importantly, a realistic schedule with a high degree of confidence that the nodal program can be delivered on schedule Integrated master schedule has undergone numerous reviews and audits ERCOT has been using this integrated schedule and supporting reports successfully to manage the program and project critical paths ERCOT needs to incorporate MP activities and feedback, scheduled for TPTF meeting on Tuesday, Dec. 16, before the schedule can be finalized

7 7 Integrated Schedule ReviewDecember 10, 2008 Scope Nodal program scope included in the integrated schedule –Approved requirements and conceptual system design documents –All NPRRs approved through Nov.17, 2008 Additional scope to process to be included –Remaining business process work –Remaining requirements traceability work –No impact to the program critical path for this work Note 1: No schedule contingency has been included in the integrated master schedule; any additional scope/effort that is required will go through the nodal change control process and impacts to the schedule and budget will be captured Note 2: Removing and/or clarifying scope that affects any of the nodal systems at this point does not necessarily decrease effort

8 8 Integrated Schedule ReviewDecember 10, 2008 Schedule Information

9 9 Integrated Schedule ReviewDecember 10, 2008 Schedule Assumptions No new software vendor releases will be required past what is already planned (remaining scheduled releases will be covered in each individual project) Preserved the EDS durations as defined in the handbooks Market participant activities that were placed on hold are not restarted until the NMMS/EMS/MMS5 systems are on a synchronized model (schema and data set) Market participants will continue to participate in ongoing nodal EDS activities

10 Integrated Schedule ReviewDecember 10, 2008 Work Remaining – NMMS ReleaseDescriptionFAT/Testing Complete NMMS 5Production Model to support business processes Auto Model Scheduler integration MIS posting folder structure Historical models and historical NOMCR tracking PTC screens to support PMCR linkage Canned reports (8) Dec NMMS 6Project Tracking Coordinator screens and functionality for Model Coordinator screens Outage clarification Name service redesign As Built report Mar NMMS 7Auto Model Scheduler validationMay JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC NMMS Remaining Releases

11 Integrated Schedule ReviewDecember 10, 2008 Work Remaining - Model Dec.10: Synchronized Model (v1.21 schema and data set) Jan. 8: Validated Model (v1.21 schema and data set) Mar. 9: Validated Model with Final RARF data (v1.21 schema and data set) Achieve Production Quality Metric of 98% Resolve Data Validation & Downstream Errors in Model v1.21 RARF Activities Model Validation Activities Validate v1.21 with Final RARF data Mar 9 Jan 8 Dec 10 Zonal Seed “Nodalization & Validation” Dec 31 SEP OCT NOV DEC JAN FEB MAR

12 Integrated Schedule ReviewDecember 10, 2008 Work Remaining – EMS ReleaseDescriptionFAT Complete 5.1.6Habitat 5.6 security patch re-testDec Habitat 5.7 security patch and upgrade from beta to the release versionDec x (2) NPRR 97: Section 8 Reports (2) NPRR102: Publication of Load Resources on MIS (2) System Implementation Guides (SIGs) implementation (0003/0022, 0006, 0011, 0020) Jan x (1) CIM importer w/ synchronized model (v1.21 schema and data set) (1) SIGs implementation (0002, 0008) (1) IDA 46 Net (EPS) Metering Feb (1) AREVA Development (2) ERCOT Development JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC EMS Remaining Releases

13 Integrated Schedule ReviewDecember 10, 2008 ReleaseDescriptionFAT/Testing Complete MMS4 P6CIM importer additions (based on model prior to synchronization (v1.20 schema and data set)) NPRR113 (partial) SIG rounding paper (partial) Bug fixes Jan (patch testing) MMS4 P7CIM importer additions (based on synchronized model (v1.21 schema and data set)) Bug fixes Feb (patch testing) MMS5Last scheduled release of functionality; pre-FAT will use the Jan. 8, 2009 NMMS-delivered validated model (v1.21 schema and data set); delivery to ERCOT targeted for Apr.15, 2009; FAT will use the Mar. 9, 2009 NMMS- delivered validated model with final RARF data (v1.21 schema and data set) CIM XML import processing and end-to-end testing Remaining NPRRs and change items approved and to vendor by Dec. 21, 2008 (e.g., NPRR113, SIG rounding paper, NPRR154) Bug fixes Two patches to address defects scheduled during MMS5 FAT; additional patches are scheduled to address integration and EDS defects but are not considered part of MMS FAT Aug (FAT) Work Remaining – MMS JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC MMS Remaining Releases

14 Integrated Schedule ReviewDecember 10, 2008 ReleaseDescriptionFAT/Testing Complete MMS MM UIMarket Manager FAT 1 – Bids and Offers, Resource-Specific Submissions, Schedules and Self-Arranged Ancillary Services Feb MMS MM UIMarket Manager FAT 2 – Trades, Awards, Notices and Verbal Dispatch Instructions Apr Work Remaining – MMS UI JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC MMS MM UI Remaining Releases

15 Integrated Schedule ReviewDecember 10, 2008 Work Remaining – Outage Scheduler ReleaseDescriptionFAT/Testing Complete Patch installation and testJan JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Outage Scheduler Remaining Releases ReleaseDescriptionFAT/Testing Complete BUIBase user interface testing – Group, Opportunity, Recurring OutagesFeb OS FP 1OS Feature Pack 1 – Warnings, Summary EnhancementsMar OS FP 2OS Feature Pack 2 – Copy/Print/Export, Client Side ValidationsApr Outage Scheduler Outage Scheduler User Interface

16 Integrated Schedule ReviewDecember 10, 2008 Work Remaining – CRR ReleaseDescriptionFAT/Testing Complete PatchReported severity 1 and 2 defects fixedDec EnhancementSoftware upgrade – jBoss 4.3 – Java (recommending 1.7) Aug JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC CRR Remaining Releases

17 Integrated Schedule ReviewDecember 10, 2008 ReleaseDescriptionFAT/Testing Complete REG/DISPREG4/DISP2: Migration to production – stage in current production environment Dec REG/DISPCOMS REG5/DISP3: Refactoring and Disputes API – i-Test complete Feb CSI5.5Commercial Systems Integration with S&BJan CSI6.3Commercial Systems Integration with CMMJan CSI7.0Commercial Systems Integration refactoring - S&B/CMM Long Day/Short Day Apr CMM4.1External reports/custom managementMar CMM4.2Internal reports/defect fixesApr CMM4.3Upgrade 5.0/defect fixesMay FTGUIInternal Financial Transfer Graphical User InterfaceMay Work Remaining – COMS JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC COMS Remaining Releases

18 Integrated Schedule ReviewDecember 10, 2008 Integration Activities

19 Integrated Schedule ReviewDecember 10, 2008 Outline of Discussion Breadth of Integration Work What’s Remaining? Integrated Releases Integrated Release 4 Activities Integrated Release 5 Activities Operational Readiness Activities

20 Integrated Schedule ReviewDecember 10, 2008 Breadth of the Systems Integration Effort December 10, servers in the integrated test environment 16 nodal systems and shared services 36 integration interfaces 344 functional data flows End-to-end business scenarios

21 Integrated Schedule ReviewDecember 10, 2008 Integrated Release Milestones December 10, 2008 JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Integrated Release 1 Integrated Release 2 Integrated Release 4 Integrated Release 5 Integrated Release 1 and 2 are complete Integrated Release 3 is in progress To date, Integration Testing is approximately 4% complete 4% complete Integrated Release 3 5% 50% (Test/Build/Validation) 2% 100% 0% IR 4 45% IR 3 3% IR 2 2% IR 5 50% (Interface Testing) (Interface + Functional Testing) (Functional Integration Testing) (Business Scenario Testing) % of Systems Integration Work Effort by Integrated Release Technology and Data IntegrationFunctional Integration/Business Scenarios Market Integration

22 Integrated Schedule ReviewDecember 10, 2008 Integrated Release Timeline JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Integrated Release 1 Integrated Release 2 Integrated Release 4 Integrated Release 5 Integrated Release 3 (Test/Build/Validation) (Interface Testing) (Interface + Functional Testing) (Functional Integration Testing) (Business Scenario Testing) MMS4 P6, NMMS5, EMS CIM Importer v1.21, CSI 5.5/6.3, MIS10, Int Interfaces MMS4 P7, CMM 3.3/4.1, CRR4, S&B RF1, Int interfaces MMS UI, EMS, NMMS6, OS 2.1, OS UI FP1, CSI 7.0, CDR 4.0, Int Interfaces NMMS7, CMM 4.2/4.3, OS UI FP2, Int Interfaces MMS5 Prelim, FT P1 Lodestar, EMS Final, MIS11, Int interfaces MMS5 Final, interface updates Defect fixes Operational Readiness (Application Security) Operational Readiness (Performance and Monitoring) Operational Readiness (Local and Data Center Fail-Over) = Software release migration to i-Test

23 Integrated Schedule ReviewDecember 10, 2008 Integrated Release 4 Activities December 10, 2008 Continue technical interface and data integration (Jan. - Mar. 2009) Continue testing of MMS input and output interfaces Continue building integrated data sets Continue MMS to Settlements and Billing integration for the day-ahead market Begin operational readiness security testing Begin functional integration testing and operational readiness (Apr. - July 2009) Perform NMMS, EMS and MMS functional integration testing on validated model (v1.21 schema and data set) Complete OS, OS and MMS UI integration testing Demonstrate functional integration and data flow for –CRR to Settlements –MMS to Settlements for RUC and real-time market –EMS to MMS for DAM and RUC –Credit Management Begin operational readiness performance testing JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Integrated Release 4 (Functional Integration Testing)

24 Integrated Schedule ReviewDecember 10, 2008 Integrated Release 5 Activities December 10, 2008 Continue functional integration testing (July - Sept. 2009) Continue system-to-system functional integration for DAM Continue work on integrated data set required for business scenario testing Test for first time all completed nodal systems Begin business scenario testing (Oct Feb 2010) Regression test functional data flows where required Conduct bid-to-bill business scenario testing –Run end-to-end system data flow for DAM, RT, SASM, RUC, CRR Validate end-to-end performance of nodal market timeline Complete operational readiness testing Complete system and data readiness to move to EDS JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Integrated Release 5 (Business Process Testing)

25 Integrated Schedule ReviewDecember 10, 2008 Operational Readiness Activities December 10, 2008 Performance Testing –System processing, system-to-system data flow, end-to-end business scenarios Security –Application-level compliance and vulnerability, access control (authentication and authorization) Monitoring –Infrastructure and server health –Application availability, performance and business-level events Fail-over –Localized and data center (geographic) fail-over Daylight Savings Testing –Long day/Short day JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Operational Readiness

26 Integrated Schedule ReviewDecember 10, 2008 EDS Activities

27 Integrated Schedule ReviewDecember 10, 2008 Outline of Discussion Revisit why EDS4 DAM/RUC/Settlements testing stopped Lessons Learned from EDS in 2007/2008 Current EDS Delivery Challenges Details of 2009 Market Activities Monthly view of 2010 Market Activities

28 Integrated Schedule ReviewDecember 10, 2008 Revisit why EDS4 DAM/RUC/Settlements testing stopped Behind schedule in delivering a validated model with final RARF data Significant workarounds put in place but did not solve the integrity problems DAM results were not meaningful due to data issues MP involvement declined over time when DAM results were not valid ERCOT system integration components were not in place

29 Integrated Schedule ReviewDecember 10, 2008 Lessons Learned from EDS in 2007/2008 ERCOT Benefits –Visibility of market generated bids/offers and submission structures –More production-like testing of Web Services & Market rules –Earlier feedback from Market Participants Market Benefits –Exercised interfaces with ERCOT –Better understanding of how the technology and rules are implemented –Opportunity for end-users to put hands on the systems –Opportunity to receive and analyze data from ERCOT to load into MP systems ERCOT Challenges –MP integration was prioritized over internal integration –Throw-away development of work-arounds to overcome system limitations –Project SMEs were pulled to support EDS issues

30 Integrated Schedule ReviewDecember 10, 2008 All QSEs re-qualify submissions (API and UI) MPIM Production Digital Certificates issued MPs ensure access and submission of data to EDS4 EDS and Market Activities 2009 EDS 2 Release 3 Telemetry and SE JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN 2009 Focused Input Testing (Telemetry and State Estimator) EDS 2 Release 4 NOMCR EDS 3 Release 6 LFC Testing Preparation EDS 4 Release 8.3 Verifiable Costs EDS 4 Release 9.1 Market Submission Testing Registration Training on NOMCR with NMMS6 and Business Rule Validation SEM Go-Live Milestone TSP Verification of Model Begin open-loop test activity with QSEs Submission of Verifiable Costs for Resources Resource Transmission equipment registration EDS 3 Release 5 SCED Real-Time Market Required SCED submissions

31 Integrated Schedule ReviewDecember 10, 2008 EDS and Market Activities 2009 Test windows for market systems prior to EDS4 commencement -ERCOT and MPs will develop a test plan and schedule for aligning systems in 2009 and begin voluntary periodic windows of market testing -Plan to release next generation of MMS and web services in Q Plan to execute day-ahead, adjustment, and real-time market on a periodic schedule. (e.g. run DAM multiple days and then pause testing (4-6 weeks) to analyze results and prepare for next test sequence)

32 Integrated Schedule ReviewDecember 10, 2008 EDS 2010 Timeline View handout “EDS Project Schedule” for details

33 Integrated Schedule ReviewDecember 10, 2008 Feb 2010 – Resume EDS on integrated systems EDS activities Execute SCED with the objective of publishing LMPs for 6 months Publish SCED reports (RT LMPs etc) Test communication of DAM inputs and outputs Execute DAM 2 days per week with Market Data Post AS Obligation, QSE Load Ratio Share, AS plan Issue DAM Awards and Notifications (Awarded AS, Awarded Energy bid etc) Publish DAM hourly reports (DAM LMPs, DAM MCPC etc) Conduct mock CRR annual auction Publish CRR auction results Outage Scheduler open to MPs for submissions Perform Outage Evaluation testing Publish Outage Scheduler reports (Approved outages, rejected etc) Publish Available Credit Limit on MIS Seek TPTF approval for test Network Model to be used for Settlements testing

34 Integrated Schedule ReviewDecember 10, 2008 Mar 2010 – Execute DAM and RUC, publish Settlements for DAM and conduct CRR auction EDS activities Continue execution of SCED for publishing LMPs for 6 months and publish reports Continue execution of DAM 2 days per week with Market Data, issue notifications and publish results Conduct 2 hour LFC test with CIM Execute HRUC and DRUC 2 days per week with Market Data Publish RUC results –Committed and decommitted units –Active binding transmission constraints used in RUC Publish Settlement Statements, Invoices and Extracts for DAM –DAM Settlement and Resettlement Statement –CRR Balancing Account Invoices –DAM Invoice –CARD Invoices –DAM Resettlement Invoice –DAM Late Fee Invoices –DAM Consolidated Operating Day Extracts –DAM Market Operating Day Extracts –Public Reference Data Extract –Settlement Input Data Extract Conduct OS Performance test Publish test CRR annual auction results Conduct Integrated CRR monthly auction

35 Integrated Schedule ReviewDecember 10, 2008 April 2010 – Execute DAM 5 days per week, publish RTM Settlement statements and conduct LFC tests EDS activities Continue execution of SCED for publishing LMPs for 6 months and publish reports Publish mock Integrated CRR auction results Conduct 8 hour LFC test with CIM Execute DAM and DRUC 5 days per week, issue notifications and publish results Execute HRUC 4 days per week Begin SASM execution Issue SASM notifications –Awarded AS offers Publish SASM reports –SASM MCPC –Total Ancillary Service procured –Aggregated Ancillary Service Offer Publish Settlement Statements, Invoices and Extracts for RTM and DAM –RTM Initial, Final, True-up and Resettlement Statement –RTM Initial, Final, True-up and Resettlement Invoice –RTM Consolidated Operating Day Extract (RTM CODE) –RTM Market Operating Day Extract (RTM MODE) –Public Reference Data Extract (PRDE) –Settlement Input Data Extract Begin testing of Disputes submission process through UI and API

36 Integrated Schedule ReviewDecember 10, 2008 May 2010 – Test full market timeline for 7 days and settle market EDS activities Continue execution of SCED for publishing LMPs for 6 months and publish reports LFC test analysis and reporting of results to Market Participants Continue execution of DAM and DRUC 5 days per week, issue notifications and publish results Continue execution of HRUC 4 days per week Continue SASM execution Continue publishing of DAM and RTM Settlement Statements, Invoices and extracts Execute full Market timeline for 7 seven days Produce Settlement statements for the full market timeline One day dual entry of Outages into Zonal and Nodal systems

37 Integrated Schedule ReviewDecember 10, 2008 June 2010 – Conduct 48 hour LFC test and conduct integrated CIM business process testing EDS activities Publish RT and DAM settlements for Full market timeline Execute 48 hour LFC test Execute EECP test Continue execution of SCED for publishing LMPs for 6 months and publish reports Continue execution of DAM and DRUC 5 days per week Continue execution of HRUC 4 days per week Continue publishing of DAM and RTM Settlement Statements, Invoices and extracts Conduct CIM business process testing 7*24 support of Nodal systems Validate EDW Compliance Data Access

38 Integrated Schedule ReviewDecember 10, 2008 July 2010 – Verify LMP quality and conduct DAM/RUC/SCED performance test EDS activities Continue execution of SCED for publishing LMPs for 6 months and publish reports Complete posting of LMPs for 6 months Continue execution of DAM and DRUC 5 days per week Continue execution of HRUC 4 days per week Continue publishing of DAM and RTM Settlement Statements, Invoices and extracts Execute DAM/RUC/SCED performance test Conduct DST Test with Market Participants Begin verification of MIS compliance with Requirements Conduct fail-over test(s)

39 Integrated Schedule ReviewDecember 10, 2008 August 2010 – 48 Hour full market timeline test and preparation for 168- Hour test EDS activities Continue DAM/RUC/SCED performance tests Execute DST test Execute 48 hours of full market timeline without Sev 1 or Sev 2 errors Complete verification of MIS compliance to Requirements Complete execution of Fail-over tests Complete verification of Dispute Process 7 day forecast validations/retraining Conduct test monthly CRR auction for 168-Hour test Align for 168-Hour Test Qualification - QSE declaration of intent to participate in Nodal

40 Integrated Schedule ReviewDecember 10, 2008 Sept 2010 – Completion of 168-Hour test and the Go-Live Period Upon successful completion of the 168-Hour test, the Texas Nodal Go-Live Procedure will come into effect. Activities include Start of Go-Live Period Readiness declarations by ERCOT and Market Participants First binding monthly CRR auction Go-Live Sequence First binding SASM Nodal Go-Live First binding DAM

41 Integrated Schedule ReviewDecember 10, 2008 EDS & Cut-over Plans EDS 1 Approach: TPTF approved Feb 2008 as being completed EDS 2 Approach: TPTF Approved May EDS 3 approach: TPTF approved June –SCED Handbook v4: TPTF Approved Feb –LFC Handbook v2: TPTF approved April –CRR Handbook v2: TPTF approved Jan EDS 4 Approach: TPTF approved Dec –COMS Handbook: TPTF Approved Feb –DAM/RUC Handbook v2: TPTF Approved March –Outage Scheduler Handbook: TPTF Approved March –Day-light Savings Test Plan: TPTF Approved July –EECP Test Plan: TPTF Approved May Hr Test procedure: TAC Approved July Single Entry Model Go-Live Procedure: TAC Approved Aug Texas Nodal Market Go-Live Procedure: TAC Approved Jun TCR to CRR Transition Plan: TAC Approved Nov

42 Integrated Schedule ReviewDecember 10, 2008 Key Program Milestones through Go-Live View handouts: –Nodal Program Timeline 2009 –Nodal Program Timeline 2010

43 Integrated Schedule ReviewDecember 10, 2008 Critical Path Program critical path is the following –NMMS through Jan. 8, 2009 when the validated model (v1.21 schema and data set) is delivered for consumption by downstream systems (e.g. MMS, EMS, and CRR) –MMS5 is critical path from Jan. 9, 2009 – Aug. 24, 2009 –Integrated Release 5 is critical path from Aug. 24, 2009 – Feb. 8, 2010 –EDS is critical path from Feb. 9, 2010 – Dec. 1, 2010 View handout: Nodal Program Critical Path

44 Integrated Schedule ReviewDecember 10, 2008 Next Steps

45 Integrated Schedule ReviewDecember 10, 2008 Next Steps Review ActivityDate Present schedule to TPTF for initial review (today’s Webex meeting)Dec. 10, 2008 Gather initial TPTF feedbackDec. 16, 2008 Present revised schedule to TPTF for additional reviews and incorporate feedbackJanuary 2009 Present to TAC and incorporate feedbackFebruary 2009 Present to Special Nodal Program Committee and incorporate feedbackFebruary 2009 Present to Board of Directors and incorporate feedbackFebruary 2009 Present to PUCTTBD Please submit schedule comments/questions to Initial comments can also be shared during a planned schedule discussion at next week’s TPTF meeting Documents provided to TPTF –Nodal Critical Path –Nodal Program Timelines –EDS Project Timeline –Status Reports Proposed Review Schedule