Update to RMS May 5, 2015

ERCOT Retail Market Training Task Force

Co-Chairs:

Deborah McKeever, Oncor Tomas Fernandez, NRG Energy Sheri Wiegand, TXU Energy

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Background

• In 2014, retail market participants identified the need to establish additional retail market training

• RMS, with the approval of TAC, created the Retail Market Training Task Force (RMTTF)

• RMTTF, in collaboration with ERCOT, TDSPs, and REPs, will facilitate the training needs for the retail segment

• RMTTF will continue indefinitely until the time RMS approves to sunset the task force

Retail Market Training Task ForceMay 5, 2015

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Inaugural Meeting

The RMTTF held their inaugural meeting on April 15, 2015 (26 market participants) with the following agenda items:

• Develop Draft Scope Statement – RMS Vote!

• Develop List of training opportunities and discuss

possibilities for classroom sessions and/or online

training

• Update from ERCOT on their training plans

Retail Market Training Task ForceMay 5, 2015

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Draft Scope Statement

RMS Vote!The RMTTF proposes the following draft scope statement:

The Retail Market Training Task Force, reporting to RMS, is responsible for coordinating the development and

maintenance of Retail Market training materials for ERCOT Market Participants.

Retail Market Training Task ForceMay 5, 2015

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Training Opportunities

The team reviewed a list of past and future training initiatives to discuss the needs of the retail market segment.

RMTTF invites all Market Participants for their feedback on the list of suggested topics shown on the following slides.

The team also prioritized where initial efforts should be placed to meet the needs of the retail market segment.

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Training Opportunities

Priority One:• Retail Market 101 Training (New and Improved

Edition)– Reviewed training materials from ERCOT’s Retail

Market 101 dated 4/25/2013– Determine what is valuable– Determine what topics are desired to be covered– Create a generalized list of subject matter– Leverage Retail Market Training decks used for the

OPUC/PUC Staff training

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Other Training Opportunities

Texas SET Transactions Training 101Texas SET Future Release(s)

Standard Documentation/TemplateObjectives – What processes will change?

What will be impacted?MarkeTrak 101 Training Inadvertent Gain Training MarkeTrak Future System Enhancements

Standard Documentation/TemplateObjectives

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Other Training Opportunities Smart Meter Texas 101 Training Smart Meter Texas 3rd Party Access and System

Enhancements Standard Documentation/TemplateObjectives

Current Market Processes such asSwitch Holds- Payment and Tampering

Disconnect/Reconnect for non-paymentTariff changes, etc.

Retail Market Flight Testing New Market Processes

Standard Documentation/TemplateObjectives

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ERCOT’s Training Plans

Ted Hailu and Bill Kettlewell discussed ERCOT’s plan for support of RMTTF and provided an update on ERCOT Training activities in progress: Collaborative efforts with RMS and RMTTF Supporting on-line training for selective training opportunities

where appropriate Supporting classroom training, including leading efforts, when

possible and appropriate Learning Management System support for registration of

training sessions Providing market notices and postings for training

opportunities

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ERCOT’s Training Plans – cont.

Ted Hailu and Bill Kettlewell discussed ERCOT’s plan for support of RMTTF and provided an update on ERCOT Training activities in progress - continued: Web-based version of Retail 101

• Development stages • Next meeting: ERCOT and RMTTF will “trade notes” on

materials prepared to determine topics to be included MarkeTrak web-based training

• Development stages • MarkeTrak User’s Guide is serving as framework for the

training

Retail Market Training Task ForceMay 5, 2015

RMTTF & ERCOT will be reviewing Retail Market 101 Training topics and material

Wednesday, May 20, 20159:30 to Noon

ERCOT Met Center, Room 168

Next Meeting Date

Please plan to attend!!

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Questions