EXHIBIT 99.208
A RESPONSE TO A REQUEST FOR INFORMATION
FROM
California Power
Exchange Corporation
October 23, 1998
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IN A PERFECT WORLD . . .
NEEDS OF CUSTOMERS ARE ALWAYS UNDERSTOOD, BEHAVIOR OF COMPETITORS IS ALWAYS
PREDICTABLE, AND BUSINESS AND TECHNOLOGY INVESTMENTS ALWAYS DELIVER.
NEVERTHELESS, IT IS HARDLY A PERFECT WORLD; IT IS AN UNFORGIVING, UNPREDICTABLE,
COMPETITIVE WORLD--A WORLD WHERE SUCCESS IS NEVER FINAL.
AT PEROT SYSTEMS, THE DEALS MAY DIFFER, AND THE SCOPE OF OUR RESPONSIBILITY MAY
DIFFER FROM CLIENT TO CLIENT, BUT TWO CHARACTERISTICS ARE ALWAYS REPRESENTED. IN
A SENSE, THEY ARE OUR HALLMARK.
FIRST ARE THREE SMALL WORDS.
"PEROT SYSTEMS DID EVERYTHING THEY SAID THEY WOULD DO,
AND THEN SOME."
NO CONTRACT CAN BE WRITTEN IN THIS ERA THAT WILL DEFINE EVERYTHING WE NEED TO DO
FOR A CLIENT. YES, WE DO WHAT WE SAY WE'LL DO, BUT WE ALWAYS GO BEYOND THAT.
THIS IS WHAT OUR CLIENTS HAVE COME TO EXPECT FROM US.
SECOND, OUR INTERESTS ALIGN WITH OUR CLIENTS' INTERESTS. TOGETHER, WE
CONTINUALLY CALIBRATE THE ALIGNMENT OF OUR INTERESTS AS OPPORTUNITIES, BUSINESS
CHANGES, AND COMPETITIVE PRESSURES DICTATE. WHEN ALIGNMENT IS MISSING, EVEN THE
BEST CONCEIVED BUSINESS COMBINATIONS COULD FAIL. WE MAKE IT OUR BUSINESS TO HELP
YOU UNDERSTAND YOUR BUSINESS.
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DISCLOSURE PROTECTION NOTICE
This proposal to the California Power Exchange Corporation ("PX") is the
property of Perot Systems Corporation ("Perot Systems") and contains
confidential and/or proprietary information of Perot Systems. It shall not be
disclosed outside of the PX and shall not be duplicated, used or disclosed -- in
whole or in part -- for any purpose other than to evaluate this proposal. The
PX's review of this material is considered acceptance of this Disclosure
Protection Notice. Should this be unsatisfactory, please return this material to
Perot Systems. If, however, a contract is awarded to Perot Systems as a result
of--or in connection with--this submission, this proposal shall be subject to
the confidentiality, proprietary rights and nondisclosure provisions of the
resulting contract.
NATURE OF THIS DOCUMENT
All information contained in this document is indicative only. Perot Systems
shall have no liability of whatsoever nature to any person in respect of this
document or any of the contents hereof. Nothing in this document shall
constitute an offer capable of acceptance or create or be deemed to create any
legally binding obligation.
The pricing proposals set forth in this response represent Perot Systems' good
faith estimate based upon limited information set forth in the PX's Request for
Information. Accordingly, Perot Systems reserves the right to revise its pricing
proposals following an appropriate due diligence period.
(C) Copyright 1998 Perot Systems Corporation.
Perot Systems Confidential October 23, 1998 Page iii
Executive Summary
Perot Systems commits the full backing, extensive experience, and qualifications
of its global energy and financial services practices to deliver an innovative,
high quality solution for replacing the PX's current Settlements software. The
solution will significantly reduce the costs of Settlements transactions and
create the foundations for the PX to enhance and expand its portfolio of
products and services for its customers.
A team has been identified to combine Perot Systems' California energy market
knowledge and its world class financial services expertise with its program
management, systems integration, high quality application design and
development, and operational delivery skills. The resulting combination uniquely
blends the strengths and capabilities of the team members.
Perot Systems' proposal is set apart in several important ways.
First, Perot Systems offers a SOLID UNDERSTANDING OF THE REQUIREMENTS AND THE
MARKET PLACE. Our team members, currently on the ground, are aware of the PX's
unique requirements.
Second, Perot Systems brings A PROVEN SET OF EXPERTISE AND ARCHITECTURE, drawn
from our extensive experience in the financial services markets, to form the
foundation of our Settlements services solution development effort. We see a
solution that will deliver satisfaction of the existing PX requirements while
building the foundations for launching new products and services.
Third, Perot Systems possesses EXCEPTIONAL QUALIFICATIONS FOR SELECTION through
its team of leaders, skilled and experienced in the California marketplace and
in financial settlements. And, we have also proven our capabilities for managing
and delivering time-constrained, highly complex, mission-critical solutions to
the power industry, as seen in our program management delivery of California's
Independent Service Operator solution and our ongoing work at the PX.
Fourth, Perot Systems commits A UNIQUE APPROACH FOR MITIGATING RISK OF
DELIVERING the desired functionality by using rapid, iterative development,
designed to heighten the certainty of outcomes and shorten developmental cycle
times.
Fifth, Perot Systems offers A SET OF FLEXIBLE, INNOVATIVE OPTIONS AND PRICING
SOLUTIONS for consideration, reinforcing our willingness and desire to turn this
opportunity into a relationship from which both our companies could engage in
the creation of capabilities to launch future products and services.
Perot Systems Confidential October 23, 1998 Page 1
California Power Exchange Corporation Executive Summary
Sixth, we reinforce our intentions to move forward as a seamless team,
complementing skills possessed by PX members and providing A CONTINUUM TO THE PX
FOR FUTURE SERVICE ARRANGEMENTS, supporting both current and future business
needs.
We are excited to have this opportunity to offer ideas to meet this critical
need of yours. The brief time allotted has not allowed us to fully describe or
even explore all the possible permutations and options we could have considered
providing. The approaches described are intended only as a starting framework to
generate ideas. We look forward to exploring these and other innovative
solutions with you.
Perot Systems Confidential October 23, 1998 Page 2
Introduction
Recognizing the brief time allotted and the interest of the PX to quickly
qualify responses to this RFI, Perot Systems has outlined three approaches for
consideration:
- Option 1: In-house Software Development
- Option 2: Perot Systems Software Development
- Option 3: Joint PX and Perot Systems Development and Operations
Detailed information on hardware configurations and specific software tools are
not included. However, fullest attention has been paid to the PX's current
operating environment specifications and the prevailing standards. Estimates on
development have been drawn from Perot Systems' extensive experience in the
financial services markets, including the design, development, and
implementation of Settlements system solutions. And, additional insights have
been included, drawing on Perot Systems' experience in implementing market
participant settlement solutions for electricity and gas markets in the United
Kingdom.
We hope the format we have adopted in framing these responses will facilitate
the PX's review.
Perot Systems Confidential October 23, 1998 Page 3
General Information
PEROT SYSTEMS CONTACT INFORMATION
Mr. Dariush Shirmohammadi
Perot Systems
c/o California Power Exchange Corporation
1000 South Freemont Ave - A9W
Alhambra, CA 91803 Phone: 626-537-3214
E-mail: dariush.shirmohammadi@ps.net
PEROT SYSTEMS INFORMATION
Perot Systems was founded in June 1988. With offices located throughout North
America, Europe and Asia, we are a worldwide provider of business and IT
services and solutions. We provide business and IT solutions for leaders in the
travel and transportation, financial services, healthcare, and energy
industries.
Perot Systems has over 5,800 Associates located in more than 50 offices
worldwide, and we continue to hire IT personnel at a fast pace to support the
rapid growth of our business.
Perot Systems is one of the world's fastest growing and most innovative
information technology services companies. Perot Systems' Energy Group is
focused on the changing dynamics of the global utility sector.
Since 1991, Perot Systems has been actively engaged in a strategic alliance with
one of the twelve former UK Regional Electricity Companies, a contract valued at
approximately $400 million. Perot Systems has delivered technology-based
business solutions and provided operations support to assist this multi-billion
dollar company in meeting the challenges of a competitive market. Perot Systems
developed and implemented retail energy billing and trading systems which are
key to these initiatives.
Perot Systems has extensive hands-on experience in California's planned utility
restructuring. Both Southern California Edison and the Los Angeles Department of
Water and Power (LADWP) selected Perot Systems to develop and implement
comprehensive business solutions including administration of wholesale energy
contracts and ancillary and transmission grid services. The relationship with
LADWP, the largest contract of its kind ever awarded by the City of Los Angeles,
focused on the
Perot Systems Confidential October 23, 1998 Page 4
California Power Exchange Corporation General Information
transformation of the largest municipal electricity utility in the United States
to a commercially competitive enterprise.
While not the largest company of its kind, Perot Systems holds the distinction
for winning the world's largest contracts with the most ambitious time
schedules. This is one of Perot Systems' core competencies and a stated
strategic direction.
Perot Systems developed and successfully implemented the world's largest
relational database application using open systems client server technology--in
just 13 months. This Europcar International effort involved 55 systems across
nine countries and 800 offices, required placing Perot Systems' associates in
Oracle's R&D labs, and resulted in the creation of Oracle's Version 7 operating
system specifically for this venture. More than 3,000 employees were trained in
the operating systems and the reengineered business processes. Training media
included reference guides, video tapes, video conferencing and online material
in nine different languages. Sixty trainers were used, exploiting a "train the
trainer" philosophy. Perot Systems was awarded a ten-year contract to run the
overall system, with incentive payments tied to business improvements in market
revenues.
In 1996, Perot Systems formed a strategic outsourcing alliance in excess of $6
billion with Swiss Bank Corporation (now UBS AG). Perot Systems provides
services and technology which support a distributed environment and customer
population of more than 20,000 users. The Wall Street Journal touted this
alliance as "the outsourcing business model of the future."
In March of 1997, Perot Systems formed a partnership to take on the challenge of
implementing the California ISO Bidding, Scheduling, Settlement, Billing, and
Administration systems. Perot Systems was responsible for the overall program
management and delivery effort, including system integration, testing,
documentation, and training of the market participants. This effort resulted in
a record-time delivery of the California ISO systems in under one year.
Perot Systems has also provided ongoing consulting services to the PX in matters
of business protocols, including settlement charges and congestion management,
marking its continuing involvement at the forefront of industry change.
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California Power Exchange Corporation General Information
RELATED EXPERIENCE WITH SETTLEMENT SYSTEMS
CALIFORNIA INDEPENDENT SYSTEM OPERATOR
As a partner and overall program manager in the ISO Alliance, Perot Systems
helped design, develop, test and integrate the California ISO Settlements
system. Perot Systems was also the overall project manager for the development
of the ISO's market operation and Settlements processes. Here, our work
emphasized the integration of the ISO's Settlements software with the real-time
operations (PMS), metering (MDAS), scheduling (SI/SA), billing and credit (B&C),
and market surveillance computer systems and software. Additionally, Perot
Systems played a crucial role in the design of the Settlements Protocols, and
the evaluation and testing of individual Settlements functions.
CALIFORNIA POWER EXCHANGE
Perot Systems has primarily played the role of an expert consultant in dealing
with the California Power Exchange (PX) Settlements system and software. In this
role, Perot Systems has helped design and specify some of the specialized
Settlements functions, such as accounting for Existing Transmission Contracts
and Firm Transmission Rights for the PX Settlements software. We have also
developed two specialized applications for the PX Settlements Group, which
calculate the Day-Ahead (DA) and Hour-Ahead (HA) congestion charges immediately
after the DA and HA markets have concluded. Finally, Perot Systems has been
providing consulting services to the PX Settlements Group on the design of
various Settlements business protocols and treatment of special operating
conditions (e.g., October 15, 1998).
BENTON INTERNATIONAL, INC.
Acquired in February 1997 and wholly owned by Perot Systems, Benton
International is a globally renowned financial services consulting organization,
specializing in Internet-based banking, electronic payments, and Settlements
systems, processes, and architectures. The firm employs Associates with
experience in the financial services industry, including senior positions at
major financial institutions and on governmental advisory boards. The firm
provides strategic business advice to its financial clients, including advising
major retail banks on their merger and acquisition strategies.
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California Power Exchange Corporation General Information
TIME 0
In May 1997, Perot Systems formed its Time0 electronic commerce business unit.
Time0 builds business-to-business digital marketplaces to enable groups of
businesses to engage in electronic commerce by bringing together its proprietary
software platform, customization tools, and design processes.
SECOND LARGEST GLOBAL FINANCIAL CLEARINGHOUSE AND SETTLEMENTS AGENCY
Perot Systems is actively engaged in the design, development, and implementation
of architecture, processes, and systems leapfrogging this major institution's
product and service portfolio to ensure its competitive positioning. Due to the
strategic sensitivity of this undertaking, specific reference and details cannot
be disclosed at this time.
CITIBANK
Perot Systems began its engagement to create Citibank's Travel Agency Commission
Settlement (TACS) system by developing and implementing a replacement processing
system for the TACS product on a client/server platform, positioning the product
to be more competitive in the marketplace. Upon completion of development, Perot
Systems continues to perform all functions of the TACS product from customer
service and system operation to product enhancement and participates in joint
product marketing.
Perot Systems Confidential October 23, 1998 Page 7
Settlements Solution Option 1: In-house
Software Development
Perot Systems will provide consulting services for assisting the PX in
developing and implementing the new Settlements software in-house.
OUR APPROACH
Perot Systems will provide expert consultants to the PX. The PX will select the
experts it requires to help it define, specify, design, develop, test,
integrate, and deploy its Settlements software as well as perform documentation
and training for the new software. Perot Systems will also make available, as
needed on a time and materials basis, software development professionals to
assist with the PX in-house development. A sampling of Perot Systems experts
available to the PX for Settlements under this option is:
- Energy business
- Financial settlements
- IT project managers
- Database administrators
- Database applications developers
- World Wide Web
- Applications programmers
PRINCIPAL DIFFERENTIATORS
- Knowledge of financial settlements in many partner and client
financial institutions
- Knowledge of United Kingdom energy market Settlements through
involvement at East Midlands Electricity, the third-largest regional
electricity company in the UK
- Extensive knowledge of California energy market, California ISO, and
California PX
- Extensive knowledge of PX business protocols and systems
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California Power Exchange Corporation Settlements Solution Option 1:
In-house Software Development
- Knowledge of the PX Settlements system
- Existing effective and smooth working relationship with the PX
VALUE PROPOSITION
The PX will have the flexibility to select from Perot Systems' talent base as
needed to develop and implement its Settlements software in a timely and
efficient manner.
SPECIAL FEATURES
Perot Systems will be interested to discuss this consulting activity as part of
larger business consulting and applications development work that will be
beneficial for both organizations.
TECHNICAL SOLUTION
Perot Systems will participate in the design of the technical solution led by
the PX.
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Settlements Solution Option 2: Perot
Systems Software Development
Perot Systems will design, develop and deploy the PX new Settlements software
per requirements and specifications reviewed and agreed with the PX.
OUR APPROACH
Perot Systems will develop the new PX Settlements software per PX specifications
and protocol using the system architecture presented in the Technical Solution
described below.
------------------------------------------------------------------------
ACTIVITY DURATION
------------------------------------------------------------------------
1. Broad functional design 1 month
------------------------------------------------------------------------
2. Detailed functional specification 2 months
------------------------------------------------------------------------
3. Detailed design, including project plan, test plan 2 months
(function, system, integration, performance),
resource requirements
------------------------------------------------------------------------
4. Development of the systems and function testing 8 months
------------------------------------------------------------------------
PRINCIPAL DIFFERENTIATORS
- Knowledge of financial Settlements in many partner and client
financial institutions
- Knowledge of United Kingdom energy market Settlements through our
involvement at East Midlands Electricity, the third-largest regional
electricity company in the UK
- Extensive knowledge of California energy market, California ISO and
California PX
- Extensive knowledge of PX business protocols and systems
- Knowledge of the PX Settlements system
- Existing effective and smooth working relationship with the PX
- Strategic alliance with EMC to develop the world's second largest
financial Settlements system for currency exchange in Europe
Perot Systems Confidential October 23, 1998 Page 10
California Power Exchange Corporation Settlements Solution Option 2:
Perot Systems Software Development
- Development of Settlements system with/for Cedel Group (need to
spell out)
- Development of Settlements system for Telekom Malaysia (need to
spell out)
- Development of the East Midlands Electricity EBET (Electricity
Billing and Energy Trading) Settlements software
- Project management for the development of several components of the
California ISO systems including major portions of the ISO
Settlements software
- Development of specialized applications for the PX Settlements Group
VALUE PROPOSITION
Perot Systems will leverage proven financial system architectures, extensive
knowledge of the PX Settlements process and our existing relationship with the
PX to shorten the development cycle and raise the certainty of success. A custom
solution will be created to meet the PX's unique current needs designed around a
technology architecture platform affording rapid development and launch of
future products and services.
TECHNICAL SOLUTION
The proposed technical solution is based upon Perot Systems' extensive,
successful experience in building large scale, n-tier financial systems. In
addition to Perot Systems' direct work, we have formed a strategic alliance with
Enterprise Management Consulting, an application software development company
that serves the global financial industry.
Perot Systems will leverage proven architectures to bring a Settlements solution
to the California Power Exchange that is cost-effective, adheres to industry
standards, and inherently reduces risk.
ARCHITECTURE OVERVIEW
We will look at the architecture of the California Power Exchange System
(CPES) from two different perspectives:
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California Power Exchange Corporation Settlements Solution Option 2:
Perot Systems Software Development
- Multi-tier perspective
- Component perspective
MULTI-TIER PERSPECTIVE
The CPES system will be a three-tier architecture that is composed of
these layers:
- "Thin client" user interface
- Application server
- Database server
The layers will use these communication protocols:
- CORBA IIOP industry-standard, socket-based protocol to
communicate between the various application servers and "thin
clients"
- Sybase socket-based protocol to communicate between the
various application servers and the database
Figure 2.1 summarizes the three-tier architecture.
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California Power Exchange Corporation Settlements Solution Option 2:
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[FLOW CHART]
"THIN CLIENT" TIER
User interfaces, written in Java and HTML, compose this tier. The user
interface applets and the HTML pages will be delivered to the client's
desktops using Netscape Enterprise server technology. The client will run
the HTML and the Java applets using either a Netscape Navigator or
Microsoft Internet Explorer Web browser. The "thin clients" will
communicate with the CORBA application servers using the industry standard
interface definition language (IDL). IDL provides a language-neutral way
to format messages that will pass between different application server
ORB's. The ORB protocol will be CORBA IIOP.
APPLICATION SERVER TIER
This tier is composed of application servers that perform various business
functions (e.g., providing static data, creating market transactions,
pricing market transactions etc.). These servers can be written in either
C++ or Java depending, upon the performance requirements. In both cases
they will be "wrapped" using Orbix ORB technology. The interfaces to these
ORB's will
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be defined using the industry standard interface definition language
(IDL). The communication protocol used to affect communication between
thin clients and other application server ORB's will be IIOP.
DATABASE SERVER TIER
This tier is composed of a database server. In this case, it will be a
Sybase relational database. The interface to this tier will be implemented
using SQL. A mapping server will map relational objects into Java or C++
language objects.
COMPONENT PERSPECTIVE
From a component perspective, the architecture consists of three basic types of
components:
- System
- Application
- Language
SYSTEM COMPONENTS
System components can encompass one or more application components. For
example, several different interacting application components form the
functionality of the system, and the CPES system is composed of these
components.
CPES will need to communicate with other outside systems. Typically, this
communication will need to be reliable and must run on a large number of
platforms. The MQ Series product could possibly serve this function. We
will need to perform more specification work to determine exactly which
solution would be most appropriate for the PX's needs.
APPLICATION COMPONENTS
The application components of CPES are built using ORB server
functionality. These components are used to build application server ORB's
which are designed to provide a specific range of business functionality
(e.g., creating and managing market transactions, pricing market
transactions, etc.). These application servers are composed of a
collection of application
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components. And the application components, in turn, are collections of
language components that are plugged into an application server framework.
These application servers communicate with their clients (either thin
clients or other applications servers) by sending messages defined in IDL
over an IIOP protocol.
Application servers need to be aware of the occurrence of events. There
are several products available to provide this service, such as TIBCO's
Rendezvous product. We will need to perform more specification work to
determine exactly which product will provide the best cost/functionality
ratio for the CPES system.
LANGUAGE COMPONENTS
Language components are segments of software written in a programming
language and provide a service to application component developers.
Language components' services are delivered via an API written in the same
programming language in which the component was written. In Java, this API
will be based on Java bean technology. In C++, this API will be
message-based. The developer language components will be grouped into Java
and C++ development frameworks, which are parts of the infrastructure.
APPLICATION OVERVIEW
The CPES application is composed of:
- Thin client user interfaces that allow the browsing and entry of
data.
- Application servers that contain the business rules that validate
the data entered from the thin client user interfaces. These servers
also govern the processing of data between one another.
- Database server that deals with concurrency and versioning issues
within the application.
Figure 2.2 illustrates how the clients, application servers, database, and Web
servers will interact. It is not intended to be an exact list of the user
interfaces or the application servers, but rather it is intended to illustrate
how the CPES application could be decomposed into business and shared
application servers. The business servers are intended to provide a range of
business functionality to thin clients and
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California Power Exchange Corporation Settlements Solution Option 2:
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other business servers. The shared servers provide services such as
database mapping and messaging which can be used by all or part of the
business servers. Each business specific and one of the shared application
servers will communicate with the database through the mapping server,
which maps from the object model to the relational model.
Figure 2.2 does not represent a process architecture. The mapping server
would actually always be linked together in the same process space with
any server that wanted to use it. Other servers could also be easily
linked together on an as-needed basis.
[FLOW CHART]
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California Power Exchange Corporation Settlements Solution Option 2:
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DEVELOPMENTAL OVERVIEW
The development approach involves developing a series of software components
that communicate via a framework, which provides a common communication
interface. The software component frameworks and application development phases
will occur in parallel:
- Infrastructure framework development
- Application development
These phases overlap greatly. Both can be started at the beginning of the
project; beginning application development is not dependent upon the completion
of the infrastructure framework development. This section is not intended to
represent a project plan, but rather it is intended to show the types of tasks
that need to be completed in each phase.
INFRASTRUCTURE DEVELOPMENT PHASE
The infrastructure development phase will involve developing several
frameworks in Java:
- GUI
- Application server
- Database mapping
In terms of sequence, the GUI Framework will need to be developed first.
This is a framework that will provide a set of guidelines for the
application developers to follow when they are building the thin client
GUI's. Developers can work on the application server framework and the
database mapping layer simultaneously. Each of the above frameworks must
be completed before the application framework can be programmed.
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California Power Exchange Corporation Settlements Solution Option 2:
Perot Systems Software Development
APPLICATION DEVELOPMENT PHASE
This phase will involve the following tasks:
- User requirements document;
- Work flow diagrams;
- User interface prototypes;
- Functional design of the application servers;
- Design of the object model;
- Design of the data model;
- Programming the server API's;
- Programming the server "plug in" frameworks.
The above tasks are dependent upon the production of a user requirements
specification and the associated work flow diagrams. The functional design
of the application servers can then be set. After this has occurred, the
object and data modeling processes will be able to begin. As user
interface prototypes are produced, they will be used to refine the object
and data models.
SPECIAL FEATURES
Perot Systems will assign the PX a non-exclusive license for the use of the
developed Settlements software. The PX shall have the right to modify the
software. The PX will also have the right to use the Settlements software for
applications to wholesale market participants within the United States. Perot
Systems will share royalties from its future sales of the developed Settlements
software to license wholesale PX clients in the United States.
Perot Systems Confidential October 23, 1998 Page 18
Settlements Solutions Option 3: Joint PX
and Perot Systems Development and Operations
Perot Systems and the PX will jointly develop new Settlements software,
reengineer the business processes, and create a third-party agency to outsource
the PX Settlements process and to offer extended services to wholesale market
participants operating in California.
OUR APPROACH
Perot Systems will first develop the new PX Settlements software. Perot Systems
will then create a third-party agency in alliance with the PX, to outsource the
Settlements calculation and related service process at the PX, and to offer
extended services to wholesale market participants in the United States.
It is expected that this platform will allow the PX to extend a broader, new set
of products and services to wholesale market participants.
PRINCIPAL DIFFERENTIATORS
- Knowledge of financial Settlements in many partner and client
financial institutions
- Knowledge of United Kingdom energy market Settlements through
our involvement at East Midlands Electricity, the
third-largest regional electricity company in the UK
- Extensive knowledge of California energy market, California
ISO, and California PX
- Extensive knowledge of PX business protocols and systems
- Knowledge of the PX Settlements system
- Existing effective and smooth working relationship with the PX
- Strategic alliance with EMC to develop the world's second
largest financial Settlements for currency exchange in Europe
- Development of Settlements system with/for Cedel Group
- Development of Settlements system for Telekom Malaysia
- Development of the East Midlands Electricity EBET (Electricity
Billing and Energy Trading) Settlements software
Perot Systems Confidential October 23, 1998 Page 19
California Power Exchange Corporation Settlements Solutions Option 3:
Joint PX and Perot Systems Development and Operations
- Project management for the development of several components
of the California ISO systems including major portions of the
ISO Settlements software
- Development of specialized applications for the PX Settlements
Group
- Extensive experience in outsourcing and service bureau
operations
VALUE PROPOSITION
We offer a one-stop shop to meet all Settlements needs of the PX and provide a
potential non-regulated revenue stream for the PX.
We will also provide an infrastructure capable of supporting rapid development
and launch of enhanced and future PX products and services to an extended
marketplace.
TECHNICAL SOLUTION
In this option, the application solution implemented will be the same technical
solution proposed for Option 2.
Migration and discovery processes will be engaged to establish transition plans
and strategies surrounding outsourcing efforts.
SPECIAL FEATURES
A royalty or commission scheme will be created for the purpose of awarding
financial compensation to the PX for third-party users of this service under
these arrangements.
The service agency could entertain participation by other entities wishing to
play principle roles in market development.
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California Power Exchange Corporation Settlements Solutions Option 3:
Joint PX and Perot Systems Development and Operations
Appendix A: References
EAST MIDLANDS ELECTRICITY
East Midlands Electricity (EME) is the third largest regional electric company
in the United Kingdom and services 2.1 million customers. Because of industry
privatization and regulatory changes, EME was contending with increased
competition and customer service demands, mismatched info/infrastructures, and
skyrocketing operating costs. To overcome these challenges, EME engaged Perot
Systems in an enterprise transformation partnership in which Perot Systems is
responsible for providing consultation and implementation for all aspects of
EME's information services. The 12-year business partnership seeks to transform
business processes, re-engineer systems and implement best practices of data
management. IS strategy is developed to support business goals and changes
needed to meet these goals including re-organization. Systems developed include
GIS, Financials, and Customer Service.
EME is currently recognized as being the least cost-per-customer and least
cost-per-unit electricity distributor in the United Kingdom. Perot Systems is
developing a 10-year IS strategy and technical architecture to help maintain
this advantage and lead EME through industry privatization. These efforts will
help EME become a leader in the "new" energy industry in England and are
considered by many to be the benchmark against which energy industry
transformation initiatives around the world should be measured.
LEADING INVESTMENT BANK
SECURITIES SETTLEMENTS APPLICATION MIGRATION
We are currently executing a project to convert their Securities Trade
Processing and Settlement System from its current ICL environment to an IBM
platform. The migration effort would enhance the scalability, and capability to
process a much increased number of trades per day. A due diligence was conducted
to define the project approach and over the past six months, proof of concept
has been successfully completed.
The project's critical success factors and business imperatives of the bank have
been defined around a suitable project implementation strategy. Standard
Migration Methodology has been customized for this project to suit customer
requirements and partnered with a too tool vendor that specialized in developing
ICL migration tools. These custom tools enabled a great degree of automation in
the migration, while allowing the functionality to be verified at each stage of
the conversion. A detailed
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California Power Exchange Corporation Appendix A: References
testing methodology has been worked out for this project, ensuring that the new
system replicates the functionality accurately, and efficiently. The migration
also needs to incorporate a new strategic data model in the migrated
application, in line with long term strategy of the bank.
INTERNATIONAL CLEARING HOUSE
A long-term association exists with a large international clearing house and
custodian from May 1998. Work is now progressing with the client to enhance
their current custody processing operations. The project involves:
- enhancing existing client-server systems to handle a range of
corporate actions and to enable straight-through processing of
corporate action events
- re-engineering mainframe systems to the client-server
environment
- maintenance of existing systems until the enhanced system is
implemented
- enhancing workstations at the client's customer locations to
enable online custody processing
Associates initially worked with the client to analyze their existing systems to
determine how to minimize the maintenance effort required, and to take the
system offshore to India for maintenance. As part of the analysis, we made a
number of recommendations to enable easier maintenance and to ensure system
stability, which the client is in the process of implementing with support.
TELEKOM MALAYSIA
Telekom Malaysia, with a vision for the 21st century, has decided to transition
from the existing legacy system based billing system to the state-of-the-art
UNIX/Oracle/Object Oriented based solution. This project would enable Telekom
Malaysia in combating the increasing competition by making the new systems more
flexible to future enhancements and improving customer satisfaction. The new
multi-state, multi-line New Billing System would enhance Telekom Malaysia's
ability to meet future business requirements and improve productivity.
The existing billing system of Telekom Malaysia (CASS) runs primarily on IBM and
Fujitsu mainframe environments. The application has been mainly developed in
Cobol. There are almost 1400 programs in the existing CASS application, which
includes both batch and online programs. The approximate number of LOCs in these
programs is
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close to one million. The CASS system has been patched over a long period, and
its Cobol based structure provides little versatility to make future
enhancements.
Telekom Malaysia hopes to implement a state-of-the-art New Billing System on a
UNIX/Oracle based environment. NBS would incorporate a number of enhancements
over the older CASS system, which the users have been demanding over a long
period of time. Moreover, Telekom Malaysia has decided to use modern
object-oriented techniques to implement NBS that would simplify the
implementation of future enhancements to NBS. The target hardware for NBS has
yet to be decided. However, Telekom Malaysia plans to have UNIX based systems,
with Oracle as the database. It is planned to execute the project in an
iterative fashion. The system would be implemented in four releases and each
release would build over the previous release by adding on the class libraries.
METHODOLOGY
The Booch Object-Oriented Analysis and Design methodology for this project, with
Rational Rose as the Object Oriented CASE Tool. An Object-Oriented Development
Handbook is included as part of its Quality Management System, which is used
extensively during this project.
The OO implementation uses ANSI C++, Roguewave Collection classes, a Rule Engine
and Utility classes for Database access, File I/O, Error handling, Host access,
Audit Control, Chekpointing etc. As the business rules related to the
application are managed by the `Rule Engine', the application is highly
resilient to the changes.
Telekom Malaysia has been extremely satisfied. Based on the expertise we have
gained together on this project, TM plans to provide similar solutions to
telecommunications companies in Thailand, Hong Kong and South Africa.
AT&T
UNIVERSAL BILLING SYSTEM
The `'Universal Platform Program" is an AT&T initiative to replace the legacy
billing systems with integrated applications that support a broad range of
products, services and customers. The main components of Universal Billing (UB)
Initiative platform are Universal Billing (delivering billing and selective
maintenance functions) and Universal Ordering (delivering service establishment
and account maintenance functions). Initial delivery of the Universal Platform
is focused on implementing the new Universal Billing system and the associated
interfacing system changes, with continued reliance on legacy ordering and
provisioning system. It also involves enhancements to the customer database and
Account Maintenance systems to support the Universal Billing System. The UB
Conversion System is being developed to migrate/convert existing customers to
the
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new billing system. The Data Conversion Approach outlines a recommendation for
converting the pilot customer data from legacy systems to the Universal Biller
environment.
BIDS
The project is aimed at the maintenance & new features development of the
billing system BIDS of AT&T, US. The two components of this project are CMM and
CBS. Onsite knowledge transfer is in progress and offshore work is going on the
Pilot project. The Hardware consists of IBM Mainframe and the software
environment comprises MVS, CICS, JCL, Windows NT, Unix as operating systems;
COBOL language; DB2 and Informix as RDBMS.
NATIONAL CAR RENTAL
Perot Systems has created a National Car Rental Internet/Intranet environment
that focuses on leveraging and expanding the range of the back-end reservations
system (Odyssey) and other in-house application/database systems by Web-enabling
these systems. Starting in mid-1997, a Perot Systems development team dedicated
to National Car Rental continues to develop two major systems:
1. Public Internet/Web services focused around www.nationalcar.com and its
supporting infrastructure. Using our application development methodology,
Perot Systems has developed the content, created the look and feel of the
system, and provided applications development which allows visitors to the
site to book car rentals via the Internet, as well as receiving corporate
data, Emerald Aisle membership, and job postings. The site is built on
Netscape Enterprise Server and Java applets running on Windows NT Server
using HP hardware, and using standard HTTP, HTML and SSL approaches. The
Internet booking engine leverages the back-end Odyssey reservations system
used by National and its agents. The Web server applications use Java RMI
to communicate through a firewall to the HP-UX Odyssey servers, which in
turn utilize Java JNI to connect to a C interface, and then on to the
back-end Oracle databases. Perot Systems also maintains separate, secured
development and staging systems for this site, and houses the
aforementioned systems, servers and attendant infrastructure in its
Richardson, TX data center. To create additional traffic for this Web
presence, a variety of tools which publicize the site on public indexes,
search engines, and manipulate search index results, are utilized.
2. Private Intranet services: Perot Systems has developed two online systems
that form the backbone of the National Car Rental Intranet. First, an
enterprise-wide policies and procedures reference, previously hosted on an
IBM mainframe CICS environment and called Reference Information
Cross-reference (RInX), has been
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ported to a new Web-based system called ORI (Odyssey Reference
Information). The ORI system holds static content in an Oracle database
environment, allows permissions-based end user content update in a
Web-based interface, and a sophisticated search capability. Second, a
variety of self-service human resources applications are being developed
to leverage National's PeopleSoft system. In addition to HR self-service
like benefits enrollments and elections, functions include a performance
evaluation system, online training and skill set management. The system
serves 3500 end-users and is built on Netscape Enterprise Server and Java
applets running on Windows NT Server on HP hardware. As is the case with
the Internet presence, a multi-tiered architecture has been deployed which
leverages the back-end transaction processing capability of large HP-UX
systems running Tuxedo, JOLT, PeopleSoft and Oracle. Automated usage
analysis is performed on both the Intranet and Internet Web servers by a
variety of criteria (including grouping of hits into user sessions,
categorizing by geographic origin, time of day, day of month, and so on)
and provided via a secured Web interface to National management.
From an end-user perspective, Perot Systems supports desktop access to Internet
services such as the World Wide Web, supporting the client's standard Microsoft
IE 3.x browser as part of its standard user support processes. Perot Systems
aided National in sizing, obtaining competitive pricing for, and deploying
end-user Internet connectivity through a national ISP, including integrating
this connectivity.
ADVANTAGES AND CHALLENGES
The Web-enabled architecture used has many advantages:
- The modular four-tier production architecture (Web server, Web
applications server, Odyssey applications server, and Odyssey
database server) was designed for scalability.
- The selection of many out-of-the-box components at the top
(Web) tiers speeds development and delivery, and allows easy
upgrading or technology changes at each tier to tune the
system.
Challenges to the environment include:
- Additional complexity and management requirements of multiple
platforms to support the end-to-end Web application.
- Integration and out-of-the-box functionality of the Netscape
and Java platform on Windows NT Server is not as tight as, or
as rich as Microsoft's Web tools.
DOCUMENTED IMPROVEMENTS
For National Car Rental's public Web presence, Perot Systems' booking solution
replaces use of Microsoft Expedia, a third-party service used to take electronic
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reservations. The Expedia system created distribution channel costs equivalent
to using a travel agency. But the new system created by Perot Systems interfaces
directly to the core reservations system, obtaining the benefits of a business
rules-based system, while eliminating multiple distribution costs, including
commissions, global distribution systems fees, and other potential costs such as
Settlements. The new system will enable National to shift part of their sales
channel from voice and global reservations systems to end users and agencies,
bypassing the global distribution systems and coming directly to the Odyssey
system. Expected savings on these distribution fees by unit are expected to
equal or exceed the current margin on a car rental. Moreover, since implementing
this system, and making modifications aimed at driving additional traffic from
search engines, monthly user sessions to the site have increased 165%.
In the ORI Intranet application, the goal has been to establish a reference
information application integrated with core business systems, and to disperse
this information as widely and easily as possible. In practice, the application
has, by eliminating duplicated information and using relational database
technology, reduced the volume of electronic reference data kept by 90% and
greatly simplified access across the enterprise. Moreover, the staff required to
maintain the new system is 50% less than the staff previously required.
CITIBANK
TRAVEL AGENCY COMMISSION SETTLEMENT (TACS) SYSTEM
We began this engagement by developing and implementing a replacement processing
system for the TACS product on a client/server platform positioning the product
to be more competitive in the market place. Upon completion of development,
Perot Systems continues to perform all functions of the TACS product from
customer service and system operation to product enhancement and participates in
joint product marketing.
Perot Systems Confidential October 23, 1998 Page 26
Appendix B: Team Qualifications
The curricula vitae on the following pages belong to several candidates who
could assist in implementing Perot Systems' solutions. Some of these candidates
are already engaged at the PX with various responsibilities. Depending on our
engagement at the PX next year, these individuals will be available on a
full-time or part-time basis to participate in this consulting or development
project.
Perot Systems Confidential October 23, 1998 Page 27
California Power Exchange Corporation Appendix B: Team Qualifications
SHANGYOU HAO, PH.D.
(CURRENTLY AT THE PX)
Shangyou has actively participated in the California Electric Industry
Restructuring for the last five years. He was a member of the transmission and
business protocol teams in the WEPEX project and contributed on the design of
congestion management and scheduling protocols for the California ISO as well as
the PX's auction design. He was one of the co-authors of the California ISO's
scheduling system RFP. He had 10 years of experience with PG&E and developed
various models for power system operations, planning, and analysis of electric
transmission systems. He has been with Perot Systems since 1997 as a specialist
responsible for the development, implementation and integration of the
California ISO and PX systems. He has also served as a business consultant to
the Market Surveillance Unit of the California ISO to coordinate the development
of the data warehouse project. He is currently working with the California PX to
integrate the congestion price calculation and development of interfaces with
the California ISO.
RELEVANT PROFESSIONAL EXPERIENCE
- Coordinated the design, implementation and integration of the data
warehouse for the California ISO Market Surveillance Unit. The data
warehouse encompasses data from the ISO's bidding/scheduling
subsystem, metering subsystem, settlement subsystem, real-time
operation databases as well as the data internal to Market
Surveillance Unit. In addition, Shangyou has also conducted analyses
of market operations and market power issues and made proposals for
improving existing market protocols and eliminating gaming
opportunities in the current protocols
- Re-engineered the zonal price calculation program for the California
PX. Tested and integrated various computational programs (zonal
price calculation, over-generation mitigation) for Day-ahead and
Hour-ahead markets
- Major contributor for the design, implementation, integration and
testing of the scheduling infrastructure, scheduling applications
and business subsystems for the California ISO
- Actively participated in the development of both the ISO's and the
PX's bidding/scheduling protocols. Highly knowledgeable in areas of
market design, congestion management, various pricing mechanisms,
power auctions, bidding behaviors and strategies
- Responsible for the development, design and maintenance of many
advanced application functions for the PG&E's energy control center.
These functions include dispatcher power flow, security analysis,
state estimation, optimal power flows, penalty factor calculations
and are used to monitor and control the electric operation of the
PG&E's electric system
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California Power Exchange Corporation Appendix B: Team Qualifications
- Developed parts of the PG&E's Open Access Tariff pertaining to the
control area ancillary services (operating reserves, voltage control
and reactive power management, network congestion, network losses)
- Designed and developed transmission network or statistical models
(available transmission capacity computation, worst case contingency
screening, transmission network reductions for out-of-area electric
network, real-time heat rate information system, Artificial Neural
Network (ANN) based and statistical based models for system load
forecasting, San Francisco City and Bay Area load forecasting, QF
wind generation forecasting, etc.)
Perot Systems Confidential October 23, 1998 Page 29
California Power Exchange Corporation Appendix B: Team Qualifications
PAUL GRIBIK, PH.D.
(CURRENTLY AT THE PX)
Dr. Gribik has over 18 years of experience in the electric and gas utility
industries, both within the utilities and as a consultant. He has assisted
utilities in developing processes to improve their operations and planning in
areas such as transmission planning, power supply planning, contracts
evaluation, and fuel planning. He has primarily focused on restructuring utility
practices to meet new regulatory requirements in increasingly competitive
environments and is recognized within the state of California as an expert in
congestion management schemes. Dr. Gribik holds a BS degree in Electrical
Engineering, an MS in Industrial Administration and a Ph.D. in Operations
Research, all from Carnegie-Mellon University.
RELEVANT PROFESSIONAL EXPERIENCE
- Developed the market separation approach used in California to
maximize the economic use of transmission and price transmission
capacity while providing nondiscriminatory access
- Developed methodologies for calculating locational marginal energy
costs in the California market structure
- Integrated transmission limits and costs in the auction framework
used by two California electric utilities for auctioning power
purchase contracts to qualifying generation facilities
- Assisted gas utilities in developing approaches to unbundle the
components of such integrated gas services as storage and
transportation
- Developed financial/engineering models to evaluate the market
potential of new gas services, including alternate fuel vehicles and
new generation technologies
- Designed and conducted an auction by which a gas utility awarded
contracts for demand-side management
- Formulated and implemented an approach to setting gas storage
targets that explicitly considers uncertainties in supply, demand
and storage field performance
- Determined the amount of gas storage that a California utility could
use to provide a new gas banking service without adversely affecting
reliability and set an appropriate price for the service
- Developed an approach to setting rates for electric power wheeling
transactions that allocates costs based on the facilities used by
each transaction
- Devised an oil inventory policy for generation plants and developed
testimony to support the policy before the Public Utilities
Commission
- Developed methods for determining the marginal costs related to
generation operation and capital expansion
Perot Systems Confidential October 23, 1998 Page 30
California Power Exchange Corporation Appendix B: Team Qualifications
MICHELLE DOBARD
Michelle has over 13 years of progressive responsibility within the IT industry,
most recently related to the development, testing, integration and documentation
of the California ISO market operations and Settlements systems. Her areas of
expertise include more than 8 years of experience in software integration and
testing which entailed developing numerous test plans, system testing,
regression testing, etc. She has extensive experience in Factory Acceptance Test
(FAT) and Site Acceptance Test (SAT). She has also been a systems analyst
performing requirements and analysis, input/output flowcharts, hardware and
software evaluation. She is currently involved in Y2K testing at Perot Systems'
SCE account.
RELEVANT PROFESSIONAL EXPERIENCE
- Support software integration and test for the California Independent
Systems Operator (CISO) program
- Responsible for developing test plans, test cases, procedures and
scripts to support module and integration testing. Perform some
testing with SQL and automatic test tool, QA Partner
- Support system level testing and customer demonstration activities
- As lead QA/Tester, responsible for schedules and assignments of QA
team resources. In charge of developing test plans, test cases, test
procedures and test results reports. Perform installation and
testing of software
- Applications development using C/C++, Visual Basic 4.0, SQL Server
RDBMS for MS Windows NT environment
Perot Systems Confidential October 23, 1998 Page 31
California Power Exchange Corporation Appendix B: Team Qualifications
DARIUSH SHIRMOHAMMADI, PH.D.
(CURRENTLY AT THE PX)
Dr. Shirmohammadi is a recognized industry expert with more than 20 years of
experience covering utility industry restructuring, transmission access and
pricing, and development of information systems for planning, operations, and
automation of electric power system. He joined Perot Systems in 1996 as a
Principal Business Specialist, and his first assignment was to design,
implement, integrate, and test market operations and settlements protocols and
computer models for the California's Independent System Operator (ISO). He also
trained the Scheduling Coordinators in California. Currently, he manages the
California Power Exchange (PX) account for Perot Systems. In the PX, Perot
Systems is developing and implementing business protocols and computer models
for market operation, compliance and settlements.
Before joining Perot Systems, Dr. Shirmohammadi held positions as researcher
with Hydro Quebec, transmission planner with Ontario Hydro, and systems and
automation engineer with Pacific Gas &Electric Company (PG&E). His last position
with a utility company was the Director of the Energy Systems Automation
Organization with PG&E. He founded and ran his own consulting firm in 1995 where
he provided consulting on utility industry restructuring and power system
planning, operations and automation to several utilities in Canada, France,
Brazil, Taiwan and the US.
RELEVANT PROFESSIONAL EXPERIENCE
- Developed business protocols and computer models for market
operation, surveillance and settlements for the California PX
- Designed, implemented, integrated, tested and trained on market
operations and settlements protocols and computer models for the
California ISO
- Designed transmission pricing paradigms and methodologies for
several Canadian, Brazilian and US utilities
- Identified analytical methodologies and computer tools for the
emerging energy markets for the Electric Power Research Institute
(EPRI)
- Defined and specified the analytical methodologies and computer
models required for secure and efficient operation of the
transmission system in the emerging energy markets for EPRI
- Developed methodologies and computer models for evaluating
transmission access requirements, costs and prices for a competitive
multi-attribute resource acquisition framework for PG&E
- Developed advanced analytical methodologies and computer models for
the analysis, optimization, costing and pricing of large-scale
electric power systems for several clients
Perot Systems Confidential October 23, 1998 Page 32
California Power Exchange Corporation Appendix B: Team Qualifications
ALI VOJDANI, PH.D.
Ali Vojdani works with the Perot Systems Energy Group working on the
implementation of the California ISO. He is responsible for interfacing with the
California ISO, the ISO User Groups and Scheduling Coordinators, managing the
scope of the ISO project Scheduling Systems software, and resolution of project
issues to ensure successful operation of California ISO. Prior to joining Perot
Systems, Ali was the Manager of Power System Analysis at the Electric Power
Research Institute, managing EPRI's Grid Operations and Planning R&D portfolio
subscribed by over 170 electric utility companies word-wide. He managed EPRI's
projects on Transmission Services Costing Framework, Retail Service Design,
Transmission Dispatch and Congestion Management System, Available Transfer
Capability Evaluation, Transmission Reliability Evaluation, Ancillary Services,
OASIS, and implementation of systems for open transmission access at ERCOT, AEP,
and Centerior Ali was employed by Pacific Gas and Electric (PG&E) from 1982 to
1993. As the Supervisor of Systems Engineering, he provided analytical and
computer services to PG&E's electric operations and planning departments. During
his tenure at PG&E, he instigated and implemented the world's leading resource
scheduling system, HTO, which earlier this year was the finalist of the
prestigious Frantz Edelmen award for the best management science applications
world-wide.
RELEVANT PROFESSIONAL EXPERIENCE
- The California ISO project: responsible for interfacing with the
California ISO, the ISO User Groups and Scheduling Coordinators,
managing the scope of the ISO project Scheduling Systems software,
and resolution of project issues
- Managed the implementation of numerous systems including the world's
largest generation resource scheduling program for PG&E, the
Hydro-Thermal Optimization (HTO) system.
- Development of operation schedule optimization program for PG&E's
HELMS pumped storage plant
- Development of PG&E's prototype Chronological Operation Simulation
program
- Design of PG&E's Multi-Attribute Resource Bidding Framework
- Development of a Multi-Area Reliability Evaluation Framework for
PG&E and EPRI
- Development of PG&E's Generating Unit Performance Database
- Development of PG&E's Cyber to LAN data communications
- Implementation of American Electric Power's EMS platform and
advanced applications for open transmission access
Perot Systems Confidential October 23, 1998 Page 33
California Power Exchange Corporation Appendix B: Team Qualifications
- Development of EPRI's Transfer Capability Evaluation program TRACE,
EPRI's specifications for the Open Access Same Time Information
System (OASIS), and EPRI's Transmission Services Costing Framework,
specifications for Transmission Dispatch and Congestion Management
System (TDCMS) for Independent System Operator (ISO)
- Demonstration of on-line Available Transfer Capability computation
at CENTERIOR Energy
Perot Systems Confidential October 23, 1998 Page 34
California Power Exchange Corporation Appendix B: Team Qualifications
QIN ZHOU, PH.D.
(CURRENTLY AT THE PX)
Dr. Zhou has more than 5 years of experience covering development of information
systems for planning, operations, and automation of electric power systems, and
data mining software development for database/data warehouse knowledge
discovery. He joined Perot Systems in 1998 as a Senior Technical Specialist.
Before joining Perot Systems, Dr. Zhou held positions as lecturer with
Department of Electrical Engineering, Tsinghua University, independent
consultant with Pacific Gas & Electric (PG&E), and software development engineer
with Neovista Software, Inc.
Dr. Zhou's technical expertise includes energy systems congestion management,
artificial intelligence techniques such as neural networks, decision tree, and
fuzzy set theory, statistical modeling and data exploratory analysis, relational
database applications, electrical power systems operation, security and
stability analysis, and electrical distribution systems automation, control and
optimization. Dr. Zhou is very experienced with object-oriented software design
and programming. His computer language skills including C++, C, SQL, Visual
Basic, Pro*C, Java, HTML, FORTRAN, and Shell programming. He also has extensive
experience with a variety of computer platforms and software systems including
DEC, HP, and SUN Workstations, Windows-NT Workstation , Macintosh, ORACLE
database, ODE system, etc.
RELEVANT PROFESSIONAL EXPERIENCE
- Review, developing, implementation, and testing congestion
management software (Zonal Price Calculator) for California Power
Exchange
- Designing, developing, implementation, and testing congestion charge
settlement software for California Power Exchange
- Review, developing, implementation, and testing commercial data
mining software using artificial intelligence and statistics
technologies for database/data warehouse knowledge discovery
- Design, implementation, integration, testing of data acquisition and
transformation suite for data mining software
- Development of the methodology and computer model for electrical
distribution systems operation, control, and optimization for PG&E
- Design, implementation, and testing of database and database access
tool for electrical distribution automation systems for PG&E.
Perot Systems Confidential October 23, 1998 Page 35
California Power Exchange Corporation Appendix B: Team Qualifications
MEL ESCUADRA
Mr. Escuadra has over 17 years of technical experience in the information
technology industry, including six years as technology consultant for Digital
Equipment Corporation and ten years of systems engineering at Texas Instruments.
He currently focuses on development, implementation and testing of large scale
multi-vendor systems integration projects . He holds a Bachelor's degree in
Electrical Engineering from the Mapua Institute of Technology and an MBA from
the University of the Philippines, with emphasis on operations research.
RELEVANT PROFESSIONAL EXPERIENCE
- Currently working on design and development of a system interface
between the California Power Exchange and the California Independent
System Operator (ISO)
- Conducted implementation and testing of the Scheduling Systems at
the California ISO, with particular focus on the scheduling
infrastructure and the interfaces among the different system
databases
- Conducted interface testing between the System Infrastructure (SI)
and the Settlements systems at the ISO, specifically:
- the transfer of final schedules from the SI to the Settlements
Oracle database
- the Settlements interface tables
- the network interface to move the Settlements reports to SI
- Netscape interface for downloading the Settlements reports
- Conducted formal classroom training for ISO training on
SI/Settlements interfaces and provided hands-on training/technology
transfer to ISO staff on troubleshooting the SI/Settlements
interfaces
- Authored the Settlements Users Guide that provides detailed
instruction to the ISO user on how to use the Settlements system and
how to navigate through the various screens to perform a particular
Settlements task
- Performed quality assurance testing for Digital Equipment
Corporation (DEC) in implementing a manufacturing execution system
at the Taiwan Semiconductor Manufacturing Company, the largest
semicon foundry in the world
- Provided software engineering support at DEC's Alpha migration
center in Hong Kong, focusing on commercial software vendors like
Informix, Oracle and Ingres
- Provided technology consulting for major DEC customers in several
Asian countries
- Developed factory automation applications for semiconductor
manufacturing equipment at Texas Instruments (TI)
- Developed database programs at TI for tracking equipment performance
and productivity indices
Perot Systems Confidential October 23, 1998 Page 36