1. Managing A Migration Project Neil Phinney EMS Users Group June 7, 1999

2. First Rule of Project Management Choose from the following Low Cost Fast Delivery Quality System But you can’t have all three !

3. b Generation & Transmission Cooperative  Serving >650,000 Customers  Facilities in 45 Counties  Winter Peaking  1999 Peak Demand > 3,100 MW  350+ miles of Transmission  91.5% of Load Outside CA  10 members

4. b Delivered in 1986 b 2 - 300 MB Disks b Aydin Display Generators b 108 RTUs b Mosaic Mapboard Legacy EMS Hardware b Gould \ SEL \ Encore CPUs

5. b Load Estimation b Demand Side Management b Forecasting b Interchange Scheduling b Member Billing Legacy EMS Applications b Data Exchange

6. EMS Support Staff b Small Staff - 6 people 2- Analysts 1 - Engineer 3- Technicians b No Formal Project Team b No Additional Staff

7. Replacement Approaches b Phased b Migration b Fork Lift

8. Bid Process b Bids Mailed - 4/15/98  6 vendors  5 Bids Received  3 Evaluated b Bid Awarded - 9/10/98 b First Project Meeting - 10/2/98 b RFI - FALL 1996

9. SECI’s Decision b Reasons For Selection  No project team  Gain experience  Cash flow spread  Logical contract terminated  Overall project cost less  Applications delivered as required

10. Project Implementation Plan b Stage 1 Real Time Data Interface  L A N  I U D L  Duplicate data base  Gateway

11. Project Implementation Plan b Stage 2 Transaction Evaluation Standalone UC/TE

12. Project Implementation Plan b Stage 3 Scheduling & Accounting  Historian  Control Criteria  I T S

13. Project Implementation Plan b Stage 4 System Stage  Integrated  Interfaced

14. Project Implementation Plan b Stage 5 AGC and SCADA  DSM  Load Estimation  Load Forecasting  Listening & Parallel

15. Project Implementation Plan b Stage 6 Mapboard 3 X 2 Video Board

16. Project Implementation Plan b Stage 7 System Acceptance  RTU Cut Over  System Testing

17. Status of Project  Stage 2 - Transaction Evaluation  Stage 3 - Scheduling & Accounting  Stage 1 - Real Time Interface

18. Lessons Learned  Managing Expectations  Project Coordination  Maintaining Schedule  Scope of Work

19. Lessons Learned  Legacy Work  Project Control  Training  Office Space  Testing

20. Overall Conclusion  Migration Complex  Advantages Outweigh  Reservations  Overall Pleased

21. The Money Theorem Power = Work / Time  Postulate 1: Knowledge is Power  Postulate 2: Time is Money Knowledge = Work /Money Then Less You Know The More You Earn Money = Work / Knowledge