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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
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.
Strictly Confidential © Primetech Systems, Inc. 3
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.
Strictly Confidential © Primetech Systems, Inc. 4
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
Strictly Confidential © Primetech Systems, Inc. 5
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
Custom application development
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
Custom application development
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
Strictly Confidential © Primetech Systems, Inc. 6
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
Strictly Confidential © Primetech Systems, Inc. 7
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)
Strictly Confidential © Primetech Systems, Inc. 8
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
Strictly Confidential © Primetech Systems, Inc. 9
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
Strictly Confidential © Primetech Systems, Inc. 10
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).
Strictly Confidential © Primetech Systems, Inc. 11
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