prr impact analysis update steve wallace program management office october board meeting
DESCRIPTION
Sample Unplanned PRR/SCR Impacts PRR/SCR DescriptionIA Done ERCOT Impact Staff ST/LT Project Costs If Any Year 1 $’s / 3 Year $’s in 000’s PRR327* Confidentiality NManual.75/.75NA75/225 PRR408* HVDC Tie Schedule Data PManual1.5/.5NA150/300 PRR420* MCPE When All UBES is Deployed PManual.5/.5NA150 PRR422* Out of Merit Zonal Dispatch Instructions FManual to Automated 1.5/ /650 PRR441 Enhanced Impact Analysis FManual4.5/4.5NA450/1,350 PRR444* MIMO/Stacking FAutomated & Manual 9/ ,700/7,900 Market Sync/SCR 727*NManual & Automated 8/920002,800/4,600 *= Long term staffing support in business and IT requested as part of 2004 budget/fee requestTRANSCRIPT
PRR Impact Analysis Update
Steve Wallace Program Management Office
October Board Meeting
PRR Requests and Impact Analysis Plan• Why this topic now?
•ERCOT going through its annual budget and fee setting exercise
•F&A Committee and Board have requested that ERCOT staff provide additional details as it relates to PRR’s and SCR’s so that the long term costs of the PRR/SCR are part of the Board approval process
•Current rate of PRR requests/adoption more than double 2002 rate and increasing
•This rate of PRR’s has significant impact ERCOT staff to create impact analysis and implement and maintain the approved PRR’s (short and long term, $’s/FTE’s not in plan)
•We are still in an additive phase for the PRR’s & SCR’s vs. replacing functions/protocols
PRRs for TAC Review
02468
1012141618
Month
Num
ber o
f PR
Rs
Items
PRRs for BOD Review
0
2
4
6
8
10
12
14
16
Month
Num
ber o
f PR
Rs
Items
PRS Agenda Items per Month
0
5
10
15
20
25
30
35
Jan-0
3
Feb-0
3
Mar-03
Apr-03
May-03
Jun-0
3Ju
l-03
Aug-0
3
Sep-0
3
Oct-03
Month
Num
ber o
f Age
nda
Item
s
Items
Sample Unplanned PRR/SCR Impacts
PRR/SCR Description IA Done
ERCOT Impact
StaffST/LT
Project CostsIf Any
Year 1 $’s / 3 Year $’s in 000’s
PRR327*Confidentiality
N Manual .75/.75 NA 75/225
PRR408*HVDC Tie Schedule Data
P Manual 1.5/.5 NA 150/300
PRR420*MCPE When All UBES is Deployed
P Manual .5/.5 NA 150
PRR422*Out of Merit Zonal Dispatch Instructions
F Manual to Automated
1.5/.5 400 550/650
PRR441Enhanced Impact Analysis
F Manual 4.5/4.5 NA 450/1,350
PRR444*MIMO/Stacking
F Automated & Manual
9/11 4800 5,700/7,900
Market Sync/SCR 727* N Manual & Automated
8/9 2000 2,800/4,600
*= Long term staffing support in business and IT requested as part of 2004 budget/fee request
PRR Requests and Impact Analysis Plan•Current process for impact analysis set to improve with PRR 441 (Protocol Revision Impact Analysis and Implementation Information Enhancement)
• Recommendation:
• Using PRR441 as a base (Enhanced Impact Analysis), each PRR brought to TAC with completed impact analysis and initial 3 year estimated project and staff costs. Deliver updated information to Board as available as part of TAC packet.
• Work to deliver high level impact analysis and estimates prior to PRS meeting (target is 80-90% of PRR’s prior to PRS, Urgent Timeline Issue, late postings, etc.)
• Direct ERCOT staff to fully support PRR 441 with the additional financial details, effective with January PRS, TAC, F&A and Board meetings
•Deliver with the following confidence levels, impact analysis to:
•PRS – 60%, initial high level estimate
•TAC – 70%, high level estimate, including PRS changes to PRR/SCR
•BOD – 80%, planning estimate, including TAC changes to PRR/SCR
•Follow the enhanced template and program process flow shown on next slide
• Enhanced process will give PRS, TAC, F&A and the Board the financial and staffing impacts of proposed PRR’s and SCR’s.
ERCOT’s EnhancedProgram Management Process
PRR, SCR and Project Request Initiation Process
Market Initiation andPrioritization
Phase
Project SetupPhase
Review/ApprovalPhase
Release GroupingPhase
PrioritizationPhase
ConceptualPhase
Project Request/Est outlining
functional reqmtsof project concept
developed
Coordinationbetween Business
and ITcounterparts in
reviewing/assessing PR
Conceptapproved byboth IT/Bus?
RetireProposal No
Yes
Obtain PR SignOff and Release/
PriorityRecommendation
PMO receivesrevised released
sked with businessrecommendationfor OC review/
approval
RecommendedRelease
Schedulessubmitted to PMO
for OC Review
OC Review
OC ApproveRel Sched?
ApprovedRel Schedprovided to
BoD
No
Yes
NoConsolidate/Prioritize all
Project Submittalsinto ProjectPriority List
TO IT/BusScrub PPL
and prepareRelease
Comm IT/BusScrub PPL
and prepareRelease
PMO/IT ProjectDept coordinate
the categorizationof the PPL into
releases accordingto strategicinitiatives
Finalized RelSched issued/maintained at
PMO
PMOestablishes
projectbudget
codes w/Finance
Final Rel Schedand associatedBudget Codesreleased to IT
Project Dept forexecution
ProjectDevelopmentProcess onall approved
project begins
Is this anannual
submittal?
Business Review
Business Review
AnnualMonthly
Appropriate BusReview Team
prioritize/approveagainst currentRelease Sked
Priority updatesand revisions
made to releaseskeds accordingly
Revised ReleaseSkeds Published
OC ApprovedRel Skedchanges?
Yes
No
Yes
Systems IT/Bus ScrubPPL andprepareRelease
Corp/Facilities IT/Bus ScrubPPL andprepareRelease
SCR or PRRsubmitted to PMOfor review/posting
(protrevreq)
Approved?
PMO assignsProduct Manager
for Impact Analysis(IA)
SCR or PRR w/IAsubmitted to PRS/60% Confidence
Approved?
SCR or PRRsubmitted to
F&A/BoD80% Confidence
Approved?
Yes
Yes
Rejected orWithdrawn No
Now/cmts
SCR or PRR w/IAsubmitted to TAC70% Confidence
Yes
Rejected orWithdrawn No
Now/cmts
Rejected orWithdrawn
Now/cmts