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Update to RMS June 2, 2015. RMGRR131 – Guidelines for Notification of Invoice Dispute – VOTE  The revision will align the Retail Market Guide with current.

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Presentation on theme: "Update to RMS June 2, 2015. RMGRR131 – Guidelines for Notification of Invoice Dispute – VOTE  The revision will align the Retail Market Guide with current."— Presentation transcript:

1 Update to RMS June 2, 2015

2 RMGRR131 – Guidelines for Notification of Invoice Dispute – VOTE  The revision will align the Retail Market Guide with current market practices.  Today, most CRs utilize the MarkeTrak tool to submit an 810 invoice dispute. ◦ Usage & Billing SubType ◦ Other  The Retail Market Guide currently outlines a formal dispute process by sending an email to a designated TDSP address with a spreadsheet attachment

3 RMGRR – Guidelines for Notification of Invoice Dispute - continued  Benefits ◦ Allows Market Participants the ability to manage, track, and acknowledge receipt of invoice disputes ◦ More timely resolution of invoice disputes due to reporting and workflow management capabilities within the MarkeTrak tool ◦ Allows Market Participants to track resolution of invoice disputes to ensure adherence to Service Level Agreements (SLA) ◦ Provides all Market Participants with full transparency into ‘State’ of invoice dispute (In Progress, Pending Complete, etc)  Continued discussions on clarifying language for timelines on MarkeTrak dispute process

4 Inadvertent Gain (IAG) Training Roadshow – LAST STOP ---- REMINDER  Register via ERCOT’s Learning Management System (LMS) if planning to attend in person  WebEx details are listed at ERCOT> Services> Training> Course Catalog  Registration via LMS is still being accepted for the last training class ◦ Dallas, Oncor, Debbie McKeever – deborah.mckeever@oncor.com  Friday, June 12 th, 9:30 am – 4 pm

5 Inadvertent Gain (IAG) Training Thank you for your participation  Austin – May 12 th ◦ 25 classroom participants/ 20 WebEx participants  20 REPs (10 different REP companies)  15 TDSPs (all TDSP companies)  11 ERCOT & PUC  Houston – May 15 th ◦ 20 classroom participants/ 27 WebEx participants  33 REPs (20 different REP companies)  8 TDSPs (all TDSP companies)  6 ERCOT & PUC

6 Inadvertent Gain (IAG) Training Post-survey Surveys will be sent this week to Austin and Houston participants soliciting feedback on the training. Inadvertent Gain (IAG) Training Agenda  Inadvertent Gain/Loss Overview  Causes of IAS & Impacts to customer experience  Prevention of IAS  IAS Resolution Process Walkthrough  Reconciliation & Verification Process  Customer Rescission Walkthrough  ERCOT Live Demonstration & Customized Reports  Market Challenge

7  http://www.ercot.com/services/client_svcs/mktrk_info/index.html http://www.ercot.com/services/client_svcs/mktrk_info/index.html  http://www.ercot.com/content/meetings/rms/keydocs/2014/0110/08.__RMS_MarkeTrak_Task_Force _20140104.ppt http://www.ercot.com/content/meetings/rms/keydocs/2014/0110/08.__RMS_MarkeTrak_Task_Force _20140104.ppt  http://www.ercot.com/content/meetings/rms/keydocs/2014/0603/07.__RMS_MarkeTrak_Task_Forc e_20140603.ppt http://www.ercot.com/content/meetings/rms/keydocs/2014/0603/07.__RMS_MarkeTrak_Task_Forc e_20140603.ppt  http://www.ercot.com/content/meetings/rms/keydocs/2014/1028/07.__RMS_MarkeTrak_Task_Forc e_20141028.ppt http://www.ercot.com/content/meetings/rms/keydocs/2014/1028/07.__RMS_MarkeTrak_Task_Forc e_20141028.ppt  http://www.ercot.com/content/meetings/rms/keydocs/2015/0106/09.__RMS_MarkeTrak_Task_Forc e_20150106.ppt http://www.ercot.com/content/meetings/rms/keydocs/2015/0106/09.__RMS_MarkeTrak_Task_Forc e_20150106.ppt  http://www.ercot.com/committees/board/tac/rms/marketraktf/index.html http://www.ercot.com/committees/board/tac/rms/marketraktf/index.html  http://www.ercot.com/content/committees/board/tac/rms/marketraktf/keydocs/2014/PR010_03_tr aining_FINAL.ppt http://www.ercot.com/content/committees/board/tac/rms/marketraktf/keydocs/2014/PR010_03_tr aining_FINAL.ppt  http://www.ercot.com/content/wcm/training_courses/97/MarkeTrak_Detailed_Training_102014.ppt http://www.ercot.com/content/wcm/training_courses/97/MarkeTrak_Detailed_Training_102014.ppt  http://www.ercot.com/committees/board/tac/rms/marketraktf/MarkeTrak SubTypes Quick Reference 20150510 v2MarkeTrak SubTypes Quick Reference 20150510 v2  Link to IAG/Rescission training: http://www.ercot.com/services/training/course/128#materials/MARKET IAG Training Final 20150511 v2 10 15amMARKET IAG Training Final 20150511 v2 10 15am  User Guide  Bulk Insert Templates  MarkeTrak Workflows  MarkeTrak Tips and Tricks  MarkeTrak API WSDL/XSD Also direct link from MarkeTrak tool

8 http://www.ercot.com/committees/board/tac/rms/marketraktf/MarkeTrak SubTypes Quick Reference 20150510 v2MarkeTrak SubTypes Quick Reference 20150510 v2

9

10 Any future MarkeTrak issues should be referred to TDTWG TDTWG Next Meeting: Wednesday, June 10 th 2:00 – 4:00 pm WebEx only

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