OEB EBT Standards Working Group
Minutes for April 17, 2003 – Approved
Item / Discussion / Action Items & PrimeADMINISTRATION
Minutes from April 11, 2003 / · Corrections:
· Page 1- timeline for MPMA notification at this time is April 25 but may be extended to April 30 by IMO
· Page 2, reference under “v 2.2 schemas” and “Recap of Monday’s v 2.2…”, the reference to v 2.1a should state that “v 2.1a is optional unless the trading partners wish to implement v 2.1a and mutually agree to do so”.
· Page 6, typo: change bottom reference from DCB to “RCB Testing Scenarios” / Volunteer for April 25 Minutes? Please advise Mark if you wish to volunteer.
Mark: to update draft minutes and post to web site as approved.
General Information / · Discussed possibly spending time at a future meeting to explore means of exchanging required information for MPMA (may be further clarified after the April 22 meeting at OEB between LDC’s, retailers and OEB).
· Gary Michor of SPi did a short update on evolution of EBT standards in North America and the role the working group could play in promoting Ontario standards as a model for other jurisdictions in North America before some other standards take hold and possibly force Ontario to change sometime in the future.
MARKET NOTIFICATION
Review OEB update of AG review/approval of GI 686, DCC03 and o4. / · AG conference call scheduled for April 22 to discuss DCC03,DCC04 and Hydro One objections
· No further updates on release of GI 686 and addenda; plan was to wait to include the testing and rollout plan (GI 735) to be released simultaneously if possible
Review market notification by OEB, Systrends, Spi and Savage (hubs) of finalized v2.2 schemas and IGs / · Notice of finalized schemas and IG’s still pending from OEB
· SPi and Systrends have notified clients of the new v 2.2 release; Savage Data awaiting official OEB notification
Review DCB retailer confirmation (from Spi) of bypassing June 9 v 2.1a IBR RetailerBillAmount / · Confirmed by all retailers, except Comsatec, that they will not be outputting v 2.1a EBT’s / Mark: confirm Comsatec’s bypass of June 9 v2.1a IBR changes.
Work Plan:
Work Plan* & Master Issues List* review. / · No changes to plan
· Concerns expressed about the time it takes to move EBT WG recommendations through to AG or Board approval and eventual posting for market participants so the system changes can be delivered to meet the timelines / Mark: update for issues approved by AG and pending release or notification
Mark: to speak to Russ and Brian about trying to move the recommended solutions through the process faster.
GI 726 (post Dec. 9 Contracts) in preparation for May re-enrolment handling (pick up where we left off) / · OHE has potential alternate solution to handle new enrollments using a different OEB license but this may involve new SLA’s etc. and not be practical at this time
· Resolved that GI 726 should be limited to the short-term CSV solution and a new GI will be created for the evaluation and discussion of a longer-term EBT solution
· Suggested that we need an a.s.a.p. implementation date for those retailers wishing to enroll new accounts; will suggest June 1 to AG but can send the information earlier if available (some LDC’s have received a file already for new enrolments / Mark: make minor changes to document and post for finaliztion and approval of short-term solution at next meeting
Mark: create new GI for long-term solution for issues list
GI 686: Testing & Implementation Strategies: continue discussion and review of spreadsheet: v2.2 Market Readiness*.
GI 735* (v2.2 Implementation and Rollout Strategies): >review updated and expanded document per last week’s meeting >review updated v2.2 Market Readiness spreadsheet, incl. Confirmed pairings, handling stragglers / Roll out strategy
· Section 2.1: v 2.1 download after cutover weekend can be done if spoke allows for it
· Section 2.3.1: expand the window of 6 business for 2-day minimum responses out to May 15 for “exceptional cases”; otherwise normal business processing to carry on a.s.a.p. after cutover weekend
· Section 2.3.3: clarify “static value” as “source transaction reference element should be set to the tag UNKNOWN in the ISD schema”
· Section 2.4.3: participants to provide own section of spreadsheet as their updates to Russ; will suggest that Russ send out templates that all participants can personalize for this weekly reporting
· Section 2.4.4: revise timeline for spreadsheet to WG site team no later than Thurs. 9 a.m.
· Section 2.5: status updates should be sent “no later than 9 a.m. every Wednesday”
For conference calls, OEB rep MUST participate in each Checkpoint conference
Call
· Section 2.6: cut off times for uploads to and downloads from hubs to include FA responses where the systems are so designed
· Blackout period will begin at 5 p.m.; in preparation for blackout participants to have a “roll back” or “fall back” plan ready to revert to v 2.1 by 9 a.m. July 7 in the event it is determined by the OEB that the market cannot proceed to v 2.2 due to serious problems that cannot be resolved immediately
· The purpose for Jul 6 4 p.m. conference call will include decision to invoke a “fall back” to v 2.1 for Jul 7 if required
Market Testing
· Section 3.1: trading partners may exchange “negative” tests by mutual agreement
Clarification to be provided for “negative” testing (incorrect source trans.
Reference numbers being provided) vs “pathological data” (wrong data
formats, values etc.)
· Section 3.2: recommended that at least 3-5 accounts be tested (upper limits to discretion of test partners)
· Section 3.3: delete paragraph referring to retailer groupings into A and B.
· Section 3.4: each retailer to arrange to do a 1:1 dry run with an LDC by May 27
· Section 3.5: clarify that all other schemas unaffected by v 2.2 changes should operate the same as they did under v 2.1
· Clarify that the testing template attached to document is for internal use by market participants only and not meant to be part of the submissions of weekly status updates of testing readiness.
· Market Testing Report: modify status to “Pass, Marginal” Fail”
Status is “Status of test results”
· Will add time to weekly WG meetings to review status after May 27 and weeks 1 and 2 of testing
Trading Partner pairing
· Participants should send requested pairings to Russ Houldin for inclusion in spreadsheet
Readiness Spreadsheet
· Reviewed spreadsheets for Hubs, Retailers and LDC’s; to be revised and finalized
· Contacts can be the same person but different contact numbers
· If LDC testing with multiple retailers their spreadsheet should report on status of each pairing
· If any LDC’s are left ‘stranded’ with no retail test partner, the WG will try to resolve with priority on larger volume participants; if the group cannot resolve then it will be brought to the attention of OEB (Russ/Brian)
· Participants should try to sort out test pairings for both Round 1 and Round 2 / Mark: update GI 735 to be sent out with meeting minutes no later than April 22 for review and feedback prior to next meeting, where WG approval will be sought.
Mark: revise spreadsheets with agreed changes and speak to Russ about sending out mini-spreadsheets to each participant
Hubs: should advise their clients to arrange their test partners (book early and often)
Ontario Energy Board Electronic Business Transaction Standards Working Group - 4 of 4 -
Minutes for Meeting of APR 17, 2003 – Approved
Authored by: Roman Dementavicius-Toronto Hydro-Electric System