1. 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: | Conference ID:

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

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

4. Agreement Management
Daniel Wyatt

5. 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

6. 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

7. 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.

8. 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.

9. 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

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

11. 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

12. 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

13. 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

14. 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)

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

16. Historical Data
Ricardo Wissmann-Alves

17. 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

18. 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)

19. 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

20. 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

21. 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)

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

23. 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

24. Thank you…
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