Agreement Management & Historical Data Daniel Wyatt & Ricardo Wissmann-Alves If you wish to join us by telephone please do so on the following number: Telephone: 0203-751-5680 | Conference ID: 1392469

Today’s agenda Agreement Management Historical Introduction Wrap-up Historical Data Agreement Management Introduction Today’s agenda Introduction Agreement Management Historical Data Wrap-up

Wrap-up Historical Data Agreement Management Introduction Welcome to the Agreement Management & Historical Data webinar 1.5 REC ?

Agreement Management Daniel Wyatt

Today’s agenda (Agreement Management) Wrap-up Historical Data Agreement Management Introduction Today’s agenda (Agreement Management) Overview Roles and Responsibilities Create Agreements Search and View Agreements Update Agreements Wrap-up

There are three types of agreement: Wholesale Contract agreement Wrap-up Update Agreements Search and View Agreements Create Agreements Roles and Responsibilities Overview There are three types of agreement: Wholesale Contract agreement Interim Supply opt in agreement Gap site opt in agreement

Agreement types Wholesale Contract agreement Wrap-up Update Agreements Search and View Agreements Create Agreements Roles and Responsibilities Overview Agreement types Wholesale Contract agreement The Wholesale contract agreement is a bilateral contract between a Wholesaler and a Retailer to deliver Water and/or Sewerage services. A separate contract is needed per service category and is created by the Wholesaler. Interim Supply opt in agreement The Interim Supply opt in agreement is the mechanism by which a Retailer can opt in to the Interim Supplier Allocation Process for a given service category (Water or Sewerage) in a wholesale area. The Interim Supplier Allocation Process the process by which the Market Operator shall allocate Interim Duty Supply Points Registered to a Retailer to Opted In Retailers in accordance with the Market Terms. Gap site opt in agreement The Gap site opt in agreement is the mechanism by which a Retailer can opt in to the Gap Site Allocation Process for a given service category (Water or Sewerage) in a wholesale area. The Gap Site Allocation Process is the process by which the Market Operator shall allocate New Supply Points at Gap Sites to a Retailer in accordance with the Market Terms.

Wrap-up Update Agreements Search and View Agreements Create Agreements Roles and Responsibilities Overview The registration of a new Supply Point and the transfer of existing Supply Points requires the Wholesaler to have in place a Wholesale Contract agreement with the nominated Retailer. The Central Market Operating System (CMOS) will validate that a Wholesale Contract agreement exists between the two Market Participants. A Wholesale Contract agreement must exist to enable the Retailer to opt in for interim duty supply allocation and for gap site allocation.

Responsible for creation Responsible for maintenance Wrap-up Update Agreements Search and View Agreements Create Agreements Roles and Responsibilities Overview Agreement type Responsible for creation Responsible for maintenance Wholesale Contract Wholesaler Interim Supply opt in Retailer Market Operator Gap site opt in

? Any questions…? Wrap-up Update Agreements Search and View Agreements Create Agreements Roles and Responsibilities Overview Any questions…? ?

Select Administration menu Select Participant Management Wrap-up Update Agreements Search and View Agreements Create Agreements Roles and Responsibilities Overview Create Agreements To create an agreement in the CMOS Portal, navigate to the ‘Create Agreement’ screen as follows: Select Administration menu Select Participant Management Select Create Agreement Demonstration: Create Agreement

Search and View Agreements Wrap-up Update Agreements Search and View Agreements Create Agreements Roles and Responsibilities Overview Search and View Agreements You can search and view your agreements with other Trading Parties using the Search Agreements function. Navigate to the ‘Search Agreements’ screen as follows: Select Administration menu Select Participant Management Select Search Agreements Demonstration: Search and View Agreements

Select Administration menu Select Participant Management Wrap-up Update Agreements Search and View Agreements Create Agreements Roles and Responsibilities Overview Update Agreements You can update an agreement from the View agreement screen (Wholesalers and Market Operator only). Navigate to the ‘View agreement’ screen as follows: Select Administration menu Select Participant Management Select Search Agreements Click the Trading Party link to view the agreement Click the Edit button Demonstration: Update Agreements

We covered the following: An overview of Agreement Management Wrap-up Update Agreements Search and View Agreements Create Agreements Roles and Responsibilities Overview We covered the following: An overview of Agreement Management The Roles and Responsibilities of Wholesalers, Retailer and the Market Operator How to Create Agreements How to Search and View Agreements, and; How to Update Agreements Further information: Wholesaler and Retailer User Manuals (Version 2)

? Any questions…? Wrap-up Update Agreements Search and View Agreements Create Agreements Roles and Responsibilities Overview Any questions…? ?

Historical Data Ricardo Wissmann-Alves

Today’s agenda (Historical Data) Wrap-up Historical Data Agreement Management Introduction Today’s agenda (Historical Data) Concepts Navigation to History History of Premises and Supply Point Wrap-up

History of Premises and Supply Point Wrap-up History of Premises and Supply Point Navigation to History Concepts History can be used to view and compare two (historical) states of Market Information. Historical Data is available as data sub-groups for each entity: Premises (core data and location) Supply Point (core data and billing address) Service Components Discharge Points (core data, TE data and location data) Meters (core data, chargeable and non-chargeable data)

History of Premises and Supply Point Wrap-up History of Premises and Supply Point Navigation to History Concepts In this session How to get to navigate to History tab Demonstration of the history of Premises and Supply Points Navigation: Home screen Select Market Information menu Click Search Market Information Click on ‘P’, ‘W’, ‘S’, ‘M’ or ‘D’ as required Select the ‘History’ tab

History of Premises and Supply Point Wrap-up History of Premises and Supply Point Navigation to History Concepts In this session – Demonstration of the History of Premises Supply Points

History of Premises and Supply Point Wrap-up History of Premises and Supply Point Navigation to History Concepts We covered the following: Overview of the History concepts What you can compare in the History tab Demonstration of how to navigate to the History tab Demonstration of Premises History Demonstration of Supply Point History Further information: Wholesaler and Retailer User Manuals (Version 2.1)

History of Premises and Supply Point Wrap-up History of Premises and Supply Point Navigation to History Concepts Any questions…? ?

Today we covered the following: An overview of Agreement Management Wrap-up Historical Data Agreement Management Introduction Today we covered the following: An overview of Agreement Management The Roles and Responsibilities of Wholesalers, Retailer and the Market Operator How to Create, Search, View and Update Agreements An overview of the History concepts What you can compare in the History tab Demonstration of how to navigate to and use the History functionality Further information: Wholesaler and Retailer User Manuals can be found on the MOSL website at https://www.mosl.co.uk/cmos-training/

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