Role of Account Management at ERCOTNodal Training Project

TPTF Debrief – December 5, 2006

Market Education

Page 2, December TPTF Debrief

Facilities Update

Facility scheduling is in progress for 2007 (and 2008) We are scheduling the use of ERCOT facilities in Taylor/Austin or at rented

facilities in Austin to meet local needs. We would like Market Participants to consider “donating” facilities, to meet

anticipated needs, in month long blocks, including Austin, for the last half of 2007 and 2008. We would like these discussions to begin immediately for facilities around Texas. The use of the facilities will be subject to available courses and instructors at that

time.

Training team contact is Kim Parish (512-248-6812), kparish@ercot.com.

Page 3, December TPTF Debrief

Development Update

Script is under development for Nodal 101:The Basics for the deployment of the self-paced, web version of the course at year end.

Team staff levels are now at the desired levels (four SMEs (including Jerry Ward) and two learning specialists) and we expect to accelerate development from this point forward.

Size of instructor pool will be increased in 2007 using contractors to meet training delivery needs.

LSE 201 and Transition to Nodal Markets course under TPTF Subgroup Review.

Basic Training Program course development continues. LMS is on time -

Anticipate testing-out for 101 being available on schedule - end of 12/06. LMS test plan complete – testing commences 12/08/06.

Page 4, December TPTF Debrief

LMS Infrastructure

ERCOT

CoursewareDevelopers

Questions Database

(MS Access)

Nodal Protocols / Requisite Pro.

SystemsAdministrators

Market Participant Accounts (Siebel)

Training Coordinator

Market Wide Reporting(outputs)

Courseware Repository

On-line Training

WBT Manager (LMS)

Instructor &Students

LMS Web Interface

PublishingCourseware

Administering LMS

Using LMS

UpdateMarket

Hierarchy

Courseware Development Tools

(Lectora / TextAloud)

Development Plan

Delivering Courseware

Market Wide Reporting(inputs)

Interested Stakeholders

MP Administrator

Reporting by MP Only

Reporting by MP Only

Page 5, December TPTF Debrief

2007 Course Deliverables

Month Abstract & One Page Review Final Review and/or Workshop Face-to-Face Available

Dec-06Load Serving Entity 201Transition to Nodal Markets & Start-up Testing

Jan-07 NOIE QSE Operations

Feb-07Market Settlements 301

Load Serving Entity 201 (20 Hours projected)Transition to Nodal Markets & Start-up Testing (16 Hours projected)

Mar-07 Transmission 101 Basic Training Program (40 Hours projected)Apr-07 Network Model Management NOIE QSE Operations (8 Hours projected) Transition to Nodal Markets & Start-up Testing

May-07Generation 101Generation 201

Load Serving Entity 201NOIE QSE Operations

Jun-07CRRs, PCRRs, and Supply Hedging Market Settlements 301 (16 Hours projected) Basic Training Program

Jul-07

Aug-07ERCOT 101 for Wind GenerationGeneration 301MIS 101: Market Information System

Network Model Management (16 Hours projected)Transmission 101 (20 Hours projected)

Sep-07CRRs, PCRRs, and Supply Hedging (8 Hours projected)Generation 101 (16 Hours projected)Generation 201 (16 Hours projected) Market Settlements 301

Oct-07Generation 301 (8 Hours projected)MIS 101: Market Information System (8 Hours projected)

Nov-07ERCOT 101 for Wind Generation (8 Hours projected)

CRRs, PCRRs, and Supply HedgingNetwork Model ManagementTransmission 101

Dec-07

Generation 101Generation 201Generation 301MIS 101: Market Information System

Page 6, December TPTF Debrief

TPTF Training Subgroup Interactions

• Abstract & Course-At-A-Glance• Circulated to sub-group for comments and review.• Face-to-face discussions following relevant TPTF meetings.

• Development reviews • Will schedule in mid-flight of course development.• Format will vary depending on course.

• Final reviews• Selective material review.• Team will reserve a facility in Austin or Taylor, coordinated with

TPTF meetings if possible.• Time allotted may be from one to five days depending on course.

Page 7, December TPTF Debrief

ERCOT Nodal 101 Attendance & Testing Update

Fourteen Market Participant classes held– July 26 37 attendees, 20 surveys completed– July 29 33 attendees, 21 surveys completed– Aug 8 35 attendees, 26 surveys completed– Aug 23 45 attendees, 23 surveys completed– Sept 7 20 attendees, 14 surveys completed– Sept 21 36 attendees, 30 surveys completed– Oct 11 17 attendees, 11 surveys completed– Oct 17 24 attendees, 24 surveys completed– Oct 18 29 attendees, 29 surveys completed– Oct 19 24 attendees, 20 surveys completed– Oct 25 36 attendees, 25 surveys completed– Oct 27 32 attendees, 29 surveys completed– Nov 7 46 attendees, 25 surveys completed– Nov 29 24 attendees, 16 surveys completed

483 attendees, including 45 at ERCOT System Operator Training rotation– 356 have taken the test.– 323 have passed the test.– 318 Surveys completed.– For ERCOT attendees only, 109 attended with 93 taking test and all passed.– Survey scores continue to average over 3 on a 1-5 scale.

Page 8, December TPTF Debrief

Economics of LMP Attendance Update

Three classes held (79 attendees, 60 surveys completed)– Oct. 20 34 attendees, 18 surveys completed– Nov. 13 21 attendees, 19 surveys completed– Dec. 4 24 attendees, 23 surveys completed

Statistics being compiled.

Page 9, December TPTF Debrief

Current Course Schedule

Date Location Delivery

December 4, 2006 ERCOT Austin (Austin) Instructor Led

December 8, 2006 ERCOT Austin (Austin) Instructor Led

January 9, 2007 ERCOT Taylor (Taylor) Instructor Led

January 17, 2007 StarTex Power (Houston) Instructor Led

January 18, 2007 StarTex Power (Houston) Instructor Led

February 21, 2007 Stream Energy (Dallas) Instructor Led

February 22, 2007 Stream Energy (Dallas) Instructor Led

March 7, 2007 ERCOT Taylor (Taylor) Instructor Led

May 9, 2007 ERCOT Taylor (Taylor) Instructor Led

Date Location Delivery

December 13, 2006 Comfort Suites (Austin) Instructor Led

February, 2007 TBD Instructor Led

ERCOT Nodal 101: The Basics

The Economics of LMP