Proposed Metrics Listed by Proposed Director
Proposed Business Director/Owner
Proposed Proposed IRT Proposed Short Metric NameMetric Requirement Requirement
Business Lead #SourceReference
Manager
Verify New Facilities ConstructionD12MP
Betty Day
Betty DayNodal SAS 70 PreparednessD7RA
Bill BarnesSteve GrendelSettle a RUC/SASM DAM MarketCO3Transition Plan v 5.4.7 (3)
0.6
Bill BarnesSteve GrendelZonal/Nodal Coordinated SettlementCO4Transition Plan v 6.1 (j)
0.6
Bill BarnesSteve Grendel Verify RT Settlement StatementsCO5EDS3 V 0.65.4.7 (3)
/John Hall
Bill BarnesSteve Grendel Settle Market for 7 DaysCO1Transition Plan v 5.4.6 (4), 6.1(g)
/John Hall0.6
Dan TuckerSteve GrendelGather and Submit Meter DataMP7RA
Jackie AshbaughScott PrivetteMP Validation of Nodal Data ExtractsMP12ERCOT Director
Bill Bojorquez
Beth GarzaColleen FroschImplement TCR to CRR Transition PlanCRR4CRR Team
Beth GarzaColleen FroschDevelop TCR to CRR Transition PlanCRR2Transition Plan v 6.1 (i)
0.6
Beth GarzaJohn HallExecute Seasonal/Annual CRR Market CRR5CRR Team
during Trials
Beth GarzaJohn HallExecute Monthly CRR Market during TrialsCRR3Transition Plan v 5.4.5 (1)
0.6
Beth GarzaJohn HallDevelop CRR Test PlanCRR1Transition Plan v 5.4.5 (1)
0.6
Cheryl Yager
Steve GrendelMP AP & RTM TransactionsMP5RA
Cheryl YagerRaj ChudgarVerify Credit CalculationsD5Transition Plan v 6.1 (l)
0.6
Dan Jones
Market Monitor Systems CapabilityIMM1Protocols 17
Donald Meek
Bill BarnesSteve GrendelContingency Plan for Settlement FailureC5RA
Friday, January 19, 2007Page 1 of 5
Proposed Business Director/Owner
Proposed Proposed IRT Proposed Short Metric NameMetric Requirement Requirement
Business Lead #SourceReference
Manager
Kent Saathoff
Carlos Gonzalez-Colleen FroschContingency Plan for SE FailureC6RA
Perez
Carlos Gonzalez-John HallQSE Load/Freq/Reg TestEMS10Transition Plan v 5.4.8
Perez0.6
Carlos Gonzalez-John HallVerify ACE PerformanceEMS11Transition Plan v 5.4.8 (2)
Perez0.6
Carlos Gonzalez-John HallValidate Transmission Constraint EMS1EDS2 V 0.65.4.3 (3)
PerezManagement Functions
Carlos Gonzalez-John HallQSE Response to DispatchEMS12Transition Plan v 5.4.8 (2)
Perez0.6
Carlos Gonzalez-John HallQSE Frequency RunEMS9Transition Plan v 5.4.8 (3)
Perez0.6
Carlos Gonzalez-John WebbValidate SE Performance/AvailabilityN5EDS2 V 0.65.4.2 (2)
Perez
Carlos Gonzalez-John WebbValidate Security Analysis SequenceEMS15EDS2 V 0.65.4.3 (2)
Perez
Carlos Gonzalez-John WebbVerify Constraint AccuracyN4EDS1 V 0.65.4.1 (2b)
Perez
Carlos Gonzalez-John WebbValidate SE AccuracyN6EDS2 V 0.65.4.2 (1)
Perez
Carlos Gonzalez-John WebbValidate Network Security AnalysisEMS2EDS2 V 0.65.4.3 (2)
Perez
Carlos Gonzalez-John WebbTelemetry Value ValidationN2Transition Plan v 5.4.1 (2)(d)
Perez0.6
Carlos Gonzalez-John WebbVerify Outage Scheduler OperationEMS5Transition Plan v 5.4.1 (2)(h)
Perez0.6
Carlos Gonzalez-John WebbTelemetry FunctionalityN3Transition Plan v 5.4.1 (2)(k)
Perez0.6
Carlos Gonzalez-John WebbVerify Voltage Support FunctionalityEMS3RA
Perez
Carlos Gonzalez-John WebbVerify Operation of Dynamic Ratings EMS4Transition Plan v 5.4.3 (2)
PerezProcessor0.6
Carlos Gonzalez-John WebbTelemetry Point ValidationN1Transition Plan v 5.4.1 (2)(a)
Perez0.6
Carlos Gonzalez-Matt MerenessRegulation Communications TestEMS8Transition Plan v 5.4.8 (1)
Perez0.6
Carlos Gonzalez-Steve GrendelVerify QSE Performance Monitoring Test MP13ERCOT IRTNP 8.1
PerezPlan
Carlos Gonzalez-Steve GrendelVerify Load Forecast AccuracyEMS13RA
Perez
Carlos Gonzalez-John WebbTelemetry Value ValidationMP2Transition Plan v 5.4.1 (2)(d)
Perez / Richard 0.6
Howard
Carlos Gonzalez-Steve Grendel / Telemetry Point ValidationMP1Transition Plan v 5.4.1 (2)(a)
Perez / Richard John Hall0.6
Howard
Friday, January 19, 2007Page 2 of 5
Proposed Business Director/Owner
Proposed Proposed IRT Proposed Short Metric NameMetric Requirement Requirement
Business Lead #SourceReference
Manager
Carlos Gonzalez-Steve Grendel / Telemetry FunctionalityMP3Transition Plan v 5.4.1 (2)(k)
Perez / Richard John Hall0.6
Howard
Colleen FroschColleen FroschDevelop Nodal Operating GuidesD8RA
James HinsonJohn HallVerify Supplemental Ancillary ServicesMMS10EDS3 V 0.65.4.6 (2)
James HinsonJohn HallConduct EECP TestEMS14Transition Plan v 5.4.16
0.6
James Hinson, Steve GrendelContingency Plan for a Backup FacilityC7RA
Richard Howard
Joel MickeyColleen FroschContingency Plan for W/D RUC/LMP FailureC1RA
Joel MickeyColleen FroschContingency Plan for SCED FailureC4RA
Joel MickeyColleen FroschContingency Plan for HRUC/LMP FailureC2RA
Joel MickeyJohn HallVerify LMP ReasonablenessMMS14Transition Plan v 6.1 (a)
0.6
Joel MickeyJohn HallVerify SCED FunctionsMMS12Transition Plan v 5.4.4 (4)
0.6
Joel MickeyJohn HallOperate market with RUCMMS9Transition Plan v 6.1(d)
0.6
Joel MickeyJohn HallQSE submit RT Offer CurvesMMS16EDS3 V 0.65.4.2 (2)
Joel MickeyJohn Hall/Matt Verify MP Offer InputsMMS11Transition Plan v 5.4.4 (2)
Mereness0.6
Joel MickeyMatt MerenessVerify DAM Ancillary ServicesMMS7Transition Plan v 6.1 (b)
0.6
Joel MickeyMatt MerenessQSE submits DA Bids & OffersMMS5EDS4 V 0.65.4.6 (1)
Joel MickeyMatt MerenessOperate DA Market for 7 DaysMMS8Transition Plan v 5.4.6 (3), ^.1(h)
0.6
Joel MickeyMatt MerenessVerify DA Market ConvergenceMMS6Transition Plan v 5.4.6 (1)
0.6
Joel MickeyMatt MerenessVerify DAM Test PlanMMS4Transition Plan v 5.4.6 (1)
0.6
Joel MickeyMatt MerenessMP DAM TransactionsMP6EDS4 V 0.65.4.6 (1)
Joel MickeySteve GrendelPrice Protection MechanismsD6Transition Plan v 6.1 (m)
0.6
Joel MickeySteve Grendel / Verify RUC FunctionalityMMS2Transition Plan v 5.4.7 (2)
John Hall0.6
Joel MickeySteve Grendel / Verify Basepoint GenerationMMS13Transition Plan v 6.1(c.)
John Hall0.6
Friday, January 19, 2007Page 3 of 5
Proposed Business Director/Owner
Proposed Proposed IRT Proposed Short Metric NameMetric Requirement Requirement
Business Lead #SourceReference
Manager
Joel MickeySteve Grendel / Develop W/D/H RUC Test PlanMMS1EDS3 V 0.66.1(d)
John Hall
Kent SaathoffMatt MerenessRun 168 Hour TestEMS7Transition Plan v 5.4.9 (1)
0.6
Mark HenrySteve GrendelVerify ERCOT Performance Monitoring PlanD4Transition Plan v 5.4.12, 8.2
0.6
Richard HowardColleen FroschContingency Plan for ICCP Data FailureC3RA
Richard HowardColleen FroschContingency Plan for Portal/API FailureC8ERCOT Director
Richard HowardJohn HallPost RT InformationMMS20Transition Plan v 5.4.2 (4)
0.6
Richard HowardScott PrivetteValidate EDW Access & AccuracyD9ERCOT TPTF
Richard HowardSteve GrendelVerify TSP Performance Monitoring Test MP14ERCOT IRTNP 8.3
Plan
Woody RickersonJohn WebbVerify Outage Evaluation System EMS6Transition Plan v 5.4.10 (1)
Functionality0.6
Legal
Steve GrendelQSE/CRR Account Agreements SignedMP11Transition Plan v 6.1 (k)
0.6
Lisa Petoskey
assigned by LisaSteve Grendel / Test Time TransitionsMMS19Transition Plan v 5.4.15
John Hall0.6
Ray Chase
Joel MickeyMarket Monitor Data AccessIMM2Protocols 17
Richard Gruber
Patrick CoonJohn HallResolve Disputes of 168 Hour TestCO2Transition Plan v 5.4.9 (2)
0.6
Patrick CoonJohn HallVerify MIS FunctionalityMMS3RA
Patrick CoonMatt MerenessMP Qualification ActivitiesMP15ERCOT IRT
Patrick CoonMatt MerenessMP Registration ActivitiesMP8RA
Patrick CoonSteve GrendelMP Use of MISMP4RA
Patrick CoonTed HailuMIS Compliance Test PlanMMS15Transition Plan v 5.4.13
0.6
Ted HailuTed HailuMP Completes TrainingMP10Transition Plan v 6.1(f)
0.6
Ted HailuTed HailuDevelop MP Training PlanD3Transition Plan v 5.3 (3)
0.6
Friday, January 19, 2007Page 4 of 5
Proposed Business Director/Owner
Proposed Proposed IRT Proposed Short Metric NameMetric Requirement Requirement
Business Lead #SourceReference
Manager
Ted HailuTed HailuDevelop Stakeholder Basic TrainingD1Transition Plan v 5.3 (1)
0.6
Ted HailuTed HailuDevelop Nodal Market GuidesD11IRT Team
Steve Grendel
Nodal Readiness DeclarationE1Transition Plan v 6.3
0.6
Cagle LoweDevelop ERCOT Staff Training PlanD10ERCOT IRT
Cagle LoweTed HailuERCOT Staff Completes TrainingD2Transition Plan v 6.2
0.6
Trip Doggett
Trip DoggettMarket Trials MP ParticipationMP9RA
Friday, January 19, 2007Page 5 of 5