primetech systems, inc.primetech systems, inc. in addition, due to the proprietary nature of...

Strictly Confidential © Primetech Systems, Inc.

Vijay Shah, President

Rick Fozard, Principal

Primetech Systems, Inc.,

60 Abele Road, Suite 1105

Pittsburgh, PA 15017, USA

Phone: (412) 221 7600

Fax: (412) 221 7642

[email protected]

[email protected]

Primetech Systems, Inc.

Company Profile October 2014

Strictly Confidential © Primetech Systems, Inc. 2

Notice

THIS DOCUMENT IS PROPRIETARY AND CONFIDENTIAL

This document is the property of, and is proprietary to, PRIMETECH SYSTEMS, Inc.,

and it is protected under the copyright, trade secret and confidentiality laws of the

United States and under international treaties. Please be aware that no part of this

document may be reproduced in any form or by any means, electronic or

mechanical, whether now known or later invented, including, without limitation by

photocopying and recording, for any purpose without the express written consent of

PRIMETECH SYSTEMS, Inc. In addition, due to the proprietary nature of

PRIMETECH SYSTEMS's methodologies and other information contained herein,

this document and any derivative content may not be shown or otherwise disclosed

to any third-party without the prior written consent of PRIMETECH SYSTEMS, Inc.


Today’s Energy Industry

The energy industry remains in a state of change and evolution. New types of commodities

products, markets, and trading strategies are continuing to emerge. Energy clients continually

get bombarded with new regulation requirements. Ongoing readiness to support Dodd-Frank

Act reporting remains a high focus and a challenge for many energy clients.

The art of managing risks is more challenging than ever. Traders and Risk Managers need to

respond to multiple demands on many fronts. They require technology solutions that manage

risks, monitor FAS compliance, provide real-time reporting and analytics, and tackle the

massive Dodd-Frank Act Regulations.

Our approach to ETRM solutions combines the use of proprietary methodologies, trading

data, third-party software solutions and technology into one solution to help clients manage

their energy-trading risks.

The information that follows will provide an overview of Primetech, our core focus areas,

capabilities, solutions and what we have done for some of our clients.


About Primetech

• Privately held, Pittsburgh, PA. based IT professional services organization; established

in 1996

• Certified Woman owned & Minority Business Enterprise (WMBE)

• Core industry focus: Energy / Utilities

• Specializing in Energy Trading & Risk Management (ETRM) IT solutions

• Business Process and Technology savvy

• Independent insight on technology; vendor agnostic

• 15 years experience with leading ETRM software vendors

• Primetech developed IP to enhance ETRM compliance & reporting

• National client base


Core Focus Areas

Utilities / Financial Services

Trading and Risk Management

System selection, Implementation

and Integration

Custom application development

for Front, Middle and Back Office

Regulatory Compliance


and integration for Commodity

Futures Trading Commission

(CFTC) Dodd-Frank compliance,

Derivative Accounting for

Financial Accounting Standards

Board (FASB 133)

Federal Energy Regulatory

Commission (FERC) EQR

reporting

Securities and Portfolio Mgmt.

All industries


solutions

Client Server (N-tier applications)

Business Intelligence

Data Warehouse

Web based initiatives

Vendor Technologies & Products:

MS .NET, Oracle, SAP, HP

SunGard, OpenLink, Allegro, Triple

Point, SolArc, SAS


Trading and Risk Management

Commodity Trading

Risk Reporting &

Analytics

Risk Management

Systems Integration

TRM System implementation,

Upgrades & System Integration

SunGard AligneTRM (Zainet)

Allegro Development

Interface design:

SunGard AligneTRM (Zainet)

OpenLink

Triple Point

OATI (Open Access

Technology International)

ICE (Intercontinental

Exchange)

ISO’s

Spreadsheets

Risk process analysis, risk

analytics and risk reporting

Zainet Analytics (ZNA)

SAS Risk Dimensions


Risk & Compliance

PrimeFAS (SM)

Application

(Proprietary)

PrimeFAS (SM)

A comprehensive and highly

cost effective software solution

designed to improve and

automate derivative accounting

and reporting efforts.

PrimeFAS – FASB 133/138/149 compliance solution

PrimeDFRE – Dodd-Frank compliance solution

PrimeDFRE (SM)

Application

(Proprietary)

PrimeDFRE (SM)

An audit trailable integrated

solution to automate e-

Confirmation and Dodd-Frank

compliance for financial

transaction reporting to the

CFTC approved Swap Dealer

Repositories (SDR)


Custom Software Development & Solutions

Lifecycle Development

– Concept to Solution

IT Assessments &

Audits

Business Analytics &

Reporting

Product Enhancement

Sample Solutions / Projects

Deal Capture

Retail customer aggregation

Market Data Capture

Curve management /

Interpolation

ERP financials interface

Manage Performance

Testing & Automation

Web based Reverse

Auction application

Online HR Leadership

Assessment application

Dynamic Content

Management solution

Cold Fusion to MS.NET

migration / Intranet site

consolidation

Enhancements to Specialty

Pharmacy software product

Migrations, Upgrades,

Integrations


ETRM Solutions – Implementations & Integrations

Utilities in NJ : ETRMS Trade migration project from OpenLink to SunGard.

Included application migration, DB optimization, and data uploads / interface

Utility in Central US: Development of Zainet – GMS interface utility

Leading energy player in Texas: Middle Office Implementation

Canadian Corporation: ETRMS – Power & Gas - implementation, modeling

generation; modeling FX

Diversified Utility Group in NorthEast: Credit Risk Implementation in ETRMS and

development of reports – credit risk, market risk, position, P&L reports, audit

reports, business process analysis

Utility in Alberta Canada : ETRMS restructuring of configurational data to house

Primary Economic Terms for CFTC Dodd-Frank reporting to SDR (TradeVault)

Utility in Washington: Re-implementation and customization of ETRMS for

middle and back office, FERC EQR reporting and Data warehouse reporting


Utility in Texas: Development of a custom Risk Management System, that

tracks risk exposure for retail (Large C&I)

Utility in Texas: Implementation of Siebel Energy SFA

Regional Utility in NY: NYISO interface development for regional utility in New

York

Demand Aggregator in PA: Net-2-Business (N2B) system feasibility

assessment and development, including electronic payment functionality, for

an online energy services demand aggregator

ETRM Solutions – Risk Analytics and Reporting

Largest midstream energy network in Texas: Integration & automation of trade

upload for FASB 133 solution.

Utility in Texas: EEC Transaction modeling (Retail load aggregation and

upload into ETRMS).


Partial Client List

Energy / Utilities

Calpine Corporation

Duke Energy

Exelon

First Choice Power

Iberdrola Renewables

Liberty Power Corp.

NRG Energy

Optim Energy

PNM Resources

PP&L

Seattle City Light

Tractebel USA

TransAlta

Luminant (TXU)

Healthcare,

Financial, Insurance

Creehan & Company

First Niagra Bank

Northwestern Mutual

MetLife

Eaton Cutler-Hammer

Federated Investors

Fiserv

Fort Pitt Capital Group

UPMC

Vanguard Financial

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