Clarification of Inadvertent Gain: Impact and Resolution Strategies

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Explore the importance of clarifying valid reject reasons for Inadvertent Gain scenarios and the impact on customer transactions. Learn about proposed changes to streamline the process and minimize system gaming. Suggestions are provided to handle customer switching providers effectively.

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Update to RMS October 6th, 2015

RMGRR129 Revision to Customer Rescission Completion Timeline REMINDER Timely execution of a customer rescission after completion of a switch transaction. Gaining CR submits timely Rescission MT Losing CR is provided two (2) Business Days to agree and transition the Rescission MT Losing CR shall submit the appropriate back-dated Move-In transaction (BDMVI) within another (2) days of the TDSP updating the MT status to ready to receive Effective date was October 1st

RMGRR 133 Clarification of Inadvertent Gain Valid/Invalid Reject Reasons - VOTE Minimize confusion of valid reject reasons to improve the resolution time for Inadvertent Gain MarkeTraks. Propose to strike the current language for valid reject/unexecutable reason (c) Losing CR has confirmed Customer s intent to change REPs where CRs are interpreting and rejecting MTs

RMGRR 133 Clarification of Inadvertent Gain Valid/Invalid Reject Reasons - VOTE IMPACTS This leads to various MTs being rejected and the gaining CR with balances for which they may not be able to collect Proposed changes will minimize bad actor behavior and gaming of the system by customers. SUGGESTIONS Since the losing CR has the authority to hold the occupant of the premise responsible, it is suggested a current occupant process be followed if the losing CR s customer indicates their REP of choice is not the losing CR. The customer always has the right to select another provider.

RMGRR 133 Clarification of Inadvertent Gain Valid/Invalid Reject Reasons - VOTE Minimize confusion of valid reject reasons to improve the resolution time for Inadvertent Gain MarkeTraks. Proposed language for the gaining CR has also been clarified to read The gaining CR has confirmed with the customer that the customer s REP of choice is the gaining CR The intent is for the Gaining CR to reach out to their customer informing them of the IAS and have the customer confirm their REP of choice

Inadvertent Gain Reporting Impact by REP Reviewed proposed reporting metrics as developed by ERCOT and market participants With the proposed format, all CRs will be represented on a single sheet, either in the top bar graph depicting CRs whose percentage is >1% tallied in the matrix below within a respective % bucket <1% 1% represents slightly below the market average % to serve as a GOAL ERCOT will provide monthly reporting until the end of 2015. At that time, it will be evaluated if reporting will be effective on a quarterly basis

June 2015 IAG/IAL % Greater Than 1% of Enrollments 1,485 Total IAG+IAL 12.00% 10.00% # of Enrollments > 2500 - IAL% 8.00% > 2500 - IAG% 6.00% < 2500 - IAL% < 2500 - IAG% 4.00% < 500 - IAL% 2.00% < 500 - IAG% 0.00% REP 106 REP 103 REP 97 REP 70 REP 76 REP 65 REP 83 REP 51 REP 74 REP 43 REP 50 REP 57 REP 67 REP 36 REP 44 REP 39 REP 55 REP 34 REP 63 REP 38 REP 30 REP 27 REP 28 REP 23 REP 12 REP 14 REP 35 REP 11 REP 16 REP 7 REP 2 REP 5 REP 4 Gaining REP by total IAG+IAL count (Low to High) IAG/IAL % Less Than 1% of Enrollments - 1,837 Total IAG+IAL Retail Electric Provider Counts Percent of Enrollments Resulting in IAG/IAL .00% to .25% .26% to .50% 2 2 3 1 1 5 Enrollment Total <= 500 > 500 and <= 2500 > 2500 .51% to .75% 5 2 6 .76% to 1.00% 3 5 8

http://www.ercot.com/services/client_svcs/mktrk_info/index.htmlhttp://www.ercot.com/services/client_svcs/mktrk_info/index.html http://www.ercot.com/content/meetings/rms/keydocs/2014/0110/08.__RMS_MarkeTrak_Task_Force _20140104.ppt http://www.ercot.com/content/meetings/rms/keydocs/2014/0603/07.__RMS_MarkeTrak_Task_Forc e_20140603.ppt http://www.ercot.com/content/meetings/rms/keydocs/2014/1028/07.__RMS_MarkeTrak_Task_Forc e_20141028.ppt http://www.ercot.com/content/meetings/rms/keydocs/2015/0106/09.__RMS_MarkeTrak_Task_Forc e_20150106.ppt http://www.ercot.com/committees/board/tac/rms/marketraktf/index.html http://www.ercot.com/content/committees/board/tac/rms/marketraktf/keydocs/2014/PR010_03_tr aining_FINAL.ppt http://www.ercot.com/content/wcm/training_courses/97/MarkeTrak_Detailed_Training_102014.ppt http://www.ercot.com/committees/board/tac/rms/marketraktf/MarkeTrak SubTypes Quick Reference 20150510 v2 Link to IAG/Rescission training: http://www.ercot.com/committees/board/tac/rms/marketraktf/index.html/MarkeTrak IAG Training User Guide Bulk Insert Templates MarkeTrak Workflows MarkeTrak Tips and Tricks MarkeTrak API WSDL/XSD Also direct link from MarkeTrak tool