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ERCOT Retail Market Training Task Force

ERCOT Retail Market Training Task Force. Update to RMS Tuesday, May 7 th , 2019. Retail Training in May – Dallas, TX. RETAIL TRAINING COMPLETED !!!. RETAIL 101 Total Attendees: 47 (including presenters) TX SET 101 Total Attendees: 52 (including presenters).

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ERCOT Retail Market Training Task Force

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  1. ERCOT Retail Market Training Task Force Update to RMS Tuesday, May 7th, 2019

  2. Retail Training in May – Dallas, TX RETAIL TRAINING COMPLETED !!! • RETAIL 101 • Total Attendees: 47 (including presenters) • TX SET 101 • Total Attendees: 52 (including presenters) Retail Market Training Task Force

  3. POPULAR TOPICS - May Training Session - DALLAS RETAIL 101 • Responsibilities of Market Participants including the ISO • Metering • Standard verses Nonstandard • AMS verses IDR • Meter Changes • LSE Files • NOIEs (Non Opt in Entities) • MarkeTrak • TX SET Transactions • Establishing an ESI ID and timing of processing the transaction • Maintaining ESI ID characteristics Retail Market Training Task Force

  4. POPULAR TOPICS – May Training Session – TX SET TX SET • Process flows/swim lanes • How does a date change work? • Reason codes for 814_28 Unexecutable • Historical usage – when to use the 814_26 Ad Hoc HU Request • Point to point transactions verses those that go through ERCOT • Switch Holds • 814_20 Creates and Maintains • Mass Transition, POLR, Drop To POLR transactions • CSA – how does that work? • Stacking logic • Understanding transaction rejects due to stacking rules • TDSP and REP operating rules Retail Market Training Task Force

  5. Instructor Led Retail Training in 2019 TX SET TRAINING TX SET class in HOUSTON is expected to reach capacity. Register early to secure your spot! Retail Market Training Task Force

  6. TxSET Training Retail Market Training Task Force

  7. MarkeTrak On-line Training Modules Available • Marketrak Overview • Switch Hold Removal • Cancel With/Without Approvals • Inadvertent Gains/Losses & Rescissions • Usage and Billing • Other D2D Subtypes • Bulk Insert • MarkeTrak Admin Functionality • Data Extract Variances (DEV) LSE Subtypes • Data Extract Variances (DEV) Non-LSE Subtypes • Emails and Notifications • Reporting – Background & GUI Retail Market Training Task Force

  8. Retail Market Training - Registration How do I register for Training? • Go to the ERCOT Training Website at http://www.ercot.com/services/training/ • Select the course you are interested in attending • On the ‘Schedule/Registration’ tab, select the ‘enroll online’ link under ‘Registration’ to register for the course. If you find the course is not listed under the Web-based training… • Go to ERCOT Training Website as shown above • Select the ‘ERCOT Learning Management System’ (LMS) link in the upper right hand corner under RELATED CONTENT • If necessary, set up a log on • Once in LMS, follow drop downs for ‘web-based training’ and ‘retail market’. Available modules will appear • Select ‘start course’ Note! Most modules are able to be completed in less than 30 minutes. Retail Market Training Task Force

  9. Please join us for our upcoming RMTTF Meeting JUNE 6, 2019 9:30 AM ERCOT Met Center Room 102

  10. Thank you! Retail Market Training Task Force

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