ERCOT Retail Market Training Task Force Update 2021

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Stay updated with the accomplishments of the ERCOT Retail Market Training Task Force in 2020 and their goals for 2021. From conducting training classes to modifying online modules, they are dedicated to enhancing market training. Sign up for upcoming WebEx sessions on Retail 101 and MarkeTrak. Stay flexible and monitor COVID-19 guidelines for potential in-person classes.

  • ERCOT
  • Retail Market
  • Training
  • Task Force
  • WebEx

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  1. ERCOT Retail Market Training Task Force Update to RMS Tuesday, February 2nd , 2021 Debbie McKeever, Oncor Tomas Fernandez, NRG Sheri Wiegand, TXU Energy

  2. Accomplishments for 2020 2020 Accomplishments 1. Conducted 4 Training Classes Total of 139 Participants Retail 101 January 14th - 18 participants (in-person training) April 2nd - 30 participants August 6th - 60 participants MarkeTrak / Inadvertent Gain Training August 12th - 31 participants 2. MarkeTrak on-line modules 165 Total Participants in 2020 ( 1204 all time) Retail 101 on-line module 302 Total Participants in 2020 ( 1135 all time) 3. Completed development of Mass Transition on-line module 4. Updated MarkeTrak / Inadvertent Gain Training deck for WebEx training only 5. Remained flexible with 2020 Training Plan amidst pandemic, pivoted schedule for on-line class offerings Update to RMS Retail Market Training Task Force 2

  3. Accomplishments 2020 cont. 2020 Accomplishments 6. Reviewed MarkeTrak on-line modules for accuracy/relevancy and modified as needed Supported ERCOT market notifications and communications for training efforts Reviewed feedback from all training sessions and modified as warranted, i.e. additional engagement/checkpoint questions 7. 8. Update to RMS Retail Market Training Task Force 3

  4. Goals for 2021 2021 Goals 1. Facilitate the following Instructor-led Courses: Retail 101 January 19th , WebEx only March 30th , WebEx only MarkeTrak/Inadvertent Gain Training January 26th, WebEx only March 31st, WebEx only TXSET 101 TBD, WebEx only 2. Remain flexible and continue to monitor ERCOT and market participant COVID-19 guidelines to determine when in person classed may resume Update to RMS Retail Market Training Task Force 4

  5. Goals for 2021 cont. 2021 Goals cont. 3. Update TXSET 101 training materials for WebEx training only while maintaining a high level of engagement of participants Support ERCOT market notifications and communications for training efforts 4. 5. Modify MarkeTrak on-line training modules to align with market revisions as needed Conduct Instructor-led retail market training, WebEx only and in person if permitted Modify training materials based on feedback as warranted 6. 7. 8. Modify training materials to maintain consistency with Retail market changes 9. Collaborate with RMS working groups by providing input when updating market documentation (i.e. user guides, process flows) Support enhancements for ERCOT s Learning Management System 10. Update to RMS Retail Market Training Task Force 5

  6. 2021 Retail Training Classes Available for Sign-Up 2021 Retail Training Retail 101 WebEx Tuesday, March 30, 2021 MarkeTrak & Inadvertent Gain Training WebEx Wednesday, March 31, 2021 RMTTF will continue to monitor ERCOT and market participant COVID- 19 guidelines to determine when in person classes may resume. Update to RMS Retail Market Training Task Force 6

  7. 2021 Retail Training Class Participation 2021 Retail Training Retail 101 WebEx Tuesday, January 19, 2021 30 participants + 6 commenters MarkeTrak & Inadvertent Gain Training WebEx Tuesday, January 26, 2021 29 participants + 6 instructors Update to RMS Retail Market Training Task Force 7

  8. On On- -line Training Modules Available line Training Modules Available MarkeTrak Series 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 101 Mass Transition Update to RMS Retail Market Training Task Force 8

  9. Retail Market Training Retail Market Training - - Registration How do I register for Training? 1. Go to the ERCOT Training Website at http://www.ercot.com/services/training/ 2. Select the course you are interested in attending 3. On the Schedule/Registration tab, select the enroll online link under Registration to register for the course. Registration If you find the course is not listed under the Web-based training 1. Go to ERCOT Training Website as shown above 2. Select the ERCOT Learning Management System (LMS) link in the upper right hand corner under RELATED CONTENT 3. If necessary, set up a log on 4. Once in LMS, follow drop downs for web-based training and retail market . Available modules will appear 5. Select start course Note! Most modules are able to be completed in less than 30 minutes. Update to RMS Retail Market Training Task Force 9

  10. Upcoming RMTTF Meeting February 4th, 2020 9:30 AM WebEx only Agenda Items: Review of feedback from January training Discuss modifications to training materials Review LMS on line statistics Review relevancy of on line modules Administrative, Seibel Change, Day to Day Begin Discussion of TXSET WebEx class for 2021 1. 2. 3. 4. 5.

  11. Thank you! Update to RMS Retail Market Training Task Force 11

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