Update to RMS March 1, 2016 ERCOT Retail Market Training Task Force Co-Chairs: Deborah McKeever, Oncor Tomas Fernandez, NRG Sheri Wiegand, TXU Energy

2 Retail 101 Retail Market 101 Training! Retail 101 Training was in development for 8 months. Completed mid-January and class was held in Austin on February 9 Provided live and via web-ex with multiple presenters The following topics were included in the training: Market History Roles and Responsibilities Market Rules Retail Transactions Impact of Advanced Meter Technology Data Transparency and Availability Retail Market Training Task Force

3 Retail 101 Total of 107 known attendees received the training Many positive comments were stated Requests made for additional retail training! Many questions were asked throughout the class Frequent questions involved the following topics: Advanced Metering TDSP Meter configuration ERCOT Systems and functionality Retail Transactions Retail Market Training Task Force

4 ATTENDEE CLASSIFICATIONRetail LiveRetail WebExGrand Total CONSULTANT91322 CONSUMER11 ERCOT, Inc FEDERAL GOV11 LSE/REP NOIE LSE617 PUCT336 QSE123 RESOURCE ENTITY11 TDSP12214 TEXAS GOV OFFICE112 TEXAS LEGISLATURE11 VENDOR325 Grand Total Retail 101

Accomplishments RMTTF Leadership appreciates the participation of all involved in the completion of the 2015 RMTTF accomplishments. In particular we would especially like to thank Matt Tschetter, Bill Kettlewell and Ted Hailu for their very significant efforts Accomplishments: Defined and completed RMTTF Scope document Determined initial list of Retail Training sessions to be developed Worked with ERCOT to understand functionality of ERCOT LMS Promoted the ERCOT LMS for completed Retail training classes Developed and completed Marketrak Overview Online Module Developed and completed Inadvertent Gain and Loss Online Module Developed and completed Switch Hold Removal Online Module Developed and completed Cancel With/Without Approval Online Module Developed and completed initial draft of Retail 101 Retail Market Training Task Force

Goals Develop and Complete 5 Online Marketrak Training Modules Retail Market Training Task Force RMTTF plans to complete at least 5 online training modules in Below is the list of MarkeTrak modules we have slated to be developed. Additional modules may be added to the list if needed.  MarkeTrak Module 06 - Other D2D Subtypes  MarkeTrak Module 07 - Bulk Insert  MarkeTrak Module 08 - GUI Reporting  MarkeTrak Module 09 - DEV LSE Subtypes  MarkeTrak Module 10 - DEV Non-LSE Subtypes  MarkeTrak Module s and Notifications  MarkeTrak Module 12 - Background Reporting  MarkeTrak Module 13 - Admin Functionality

Goals – Retail Instructor Led Classes Retail 101 Austin, Dallas, Houston MarkeTrak Austin, Dallas, Houston Austin Hosted by ERCOT Retail 101: February 9 Marketrak: Date and Time TBD Dallas Hosted by TXU Retail 101: May 5 MarkeTrak: May 6 Houston Hosted by Centerpoint Retail 101: September 27 Marketrak: September 28 All training classes will be listed on the ERCOT LMS (Learning Management System) and will require registration in order to attend. Classes will also be available via WebEx. Retail Market Training Task Force

8 MarkeTrak On-line Training Modules Update – 5 Complete! Marketrak Overview Switch Hold Removal Cancel With/Without Approvals Inadvertent Gains/Losses & Rescissions Usage and Billing - NEW!  Other D2D Subtypes – Scripting In Progress  Bulk Insert  Background Reporting  GUI Reporting  Data Extract Variances (DEV) LSE Subtypes  Data Extract Variances (DEV) Non-LSE Subtypes  s and Notifications  MarkeTrak Admin Functionality Retail Market Training Task Force

9 MarkeTrak On-line Training via ERCOT Learning Management System How many market participants have viewed the four training modules*? Which segment of the market do the viewers represent? Retail Market Training Task Force *via ERCOT LMS and does not include training outside of LMS MT Module# of Viewers Overview62 Switch Hold48 Cancels45 IAGs42 TOTAL197 Market Segment# of Viewers LSE/REP73 TDSP72 QSE15 Other37 TOTAL197

10 MarkeTrak On-line Training Series How do I register for Training? 1.Go to the ERCOT Training Website at 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. 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’ Retail Market Training Task Force

March 3, :30 AM to 3:30 PM ERCOT Met Center Room 102 Please join us for our Next RMTTF Meeting RMTTF March 3 Primary Agenda Items Include:  Review Marketrak Day to Day scripting for module  Minor revisions to Retail 101 Training  Begin revisions to existing Marketrak Training materia l  Planning for next instructor led sessions:  Retail May 5 - Dallas  MarkeTrak – May 6 - Dallas

12 Retail Market Training Task Force Thank you!