ERCOT Retail Market Training Task Force Update & Online Modules Overview
Gain insights into the latest updates from the ERCOT Retail Market Training Task Force, including attendance statistics, transition to web-based training, and collaboration on online modules for improving transparency in default mass transition processes. Discover how online ERCOT retail training modules cover various topics like Switch Hold Removal, Usage and Billing, and more.
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Presentation Transcript
ERCOT Retail Market Training Task Force UPDATE TO RMS Tuesday, September 14th, 2021 Debbie McKeever, Oncor Tomas Fernandez, NRG Sheri Wiegand, TXU Energy
Retail Training 2021 Attendance CLASS DATE # of ATTENDEES January 19, 2021 36 Retail 101 January 26, 2021 29 MarkeTrak/IAG March 30, 2021 44 Retail 101 March 31, 2021 21 MarkeTrak/IAG June 8, 2021 53 Retail 101 June 15, 2021 20 MarkeTrak/IAG September 30, 2021 Retail 101 October 6, 2021 MarkeTrak Pt I October 7, 2021 MarkeTrak Pt II Update to RMS Retail Market Training Task Force 2
Retail Training Plan ERCOT and RMTTF pivoted from in-person Instructor led classes to WebEx Instructor led classes due to COVID restrictions yet still meet the retail market training needs Retail 101 was revised with suggested prerequisite fundamentals classes and continues to draw strong attendance MarkeTrak / Inadvertent Gain Training will move to two half-day WebEx classes in October Understanding the need for TXSET training, RMTTF will focus on the development of an interactive building block style of web-based training (WBT). Goal of WBT is to customize a learning path, where foundational material would be presented first, then allows learner to select segments to meet their needs, for example, MVIs, CSAs, Date Changes, etc. 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 3
Mass Transition On-Line Module Collaboration w/ RECTF GOAL: to improve transparency in the default mass transition process ACTION: providing clarity to the on-line training module highlighting lessons learned from the recent transitions SUGGESTED REVISIONS: Recipients of official notices regarding transition encouraging full participation from start to completion Ensure removal of Switch Holds for transitioning ESIs Awareness of ERCOT initiated MarkeTrak for impacted POLR REPs Understanding of noticed action on ESI ID list received from ERCOT Update to RMS Retail Market Training Task Force 4
On On- -line ERCOT Retail Training Modules Available line ERCOT Retail 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 5
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 6
Upcoming RMTTF Meeting Thursday, November 4th, 2021 October meeting cancelled 9:30 AM Webex only Primary Topics Mass Transition Online Training Module TX SET Training Module Review feedback from Retail 101 and MarkeTrak Training
