NOTICE DATE:  November 7, 2008

NOTICE TYPE:  R-C101008-03 UPDATE: Education and Training - Training Announcement - Retail Market Participant Workshop – MarkeTrak

SHORT DESCRIPTION:  Attached is the PR70007_01 MarkeTrak Enhancements Release 3 Training Document. The Release 3 changes will be covered during the MarkeTrak Workshop on Friday, November 21, 2008.

INTENDED AUDIENCE:  CRs and TDSPs

DAY AFFECTED:  Friday, November 21, 2008

LONG DESCRIPTION:  The attached training document for PR70007_01 MarkeTrak Enhancements – Release 3 covers the requirements that will be implemented on December 13, 2008 and included in the MarkeTrak Workshop held on November 21, 2008.

 The following items are the MarkeTrak Enhancements, Release 3 changes:

·        Requirement 4 – Market:  Create Bulk Insert Templates and default Submit Validation Flags for API and Bulk Insert default to “Off”

·        Requirement 17 – Market:  Reporting Improvements

·        Requirement 31 – Market:  Change the format of Service History with DUNS for Effected Period and add it to “Submit” when submitter is a TDSP for given DEV LSE Sub-types.  Add Logic to determine under which circumstances this field is necessary

·        Requirement 33 – Market:  Provide Update Via API Whenever a Market Participants Visibility to an Issue Has Been Removed

·        Requirement 34 – Market:  Special Characters, Multi-thread adapter

·        Requirement 36 – Market:  Add Email Button and Email Capture

·        Requirement 37 – Market:  New Premise Type and Service Address Subtypes

·        Requirement 38 – Market:  Add New D2D Sub-type titled “Safety Net Order”

·        Requirement 39 – Market:  Add New D2D Sub-type titled “Service Order – 650”

·        Requirement 40 – Market:  Add New D2D Sub-type titled “Move Out With Meter Removal”

·        Requirement 45 – LPA 1:1

 

  

When:          Friday, November 21, 2008

                      MarkeTrak Workshop - 9:00 AM - 3:00 PM

 

Where:         ERCOT MET Center

           7620 Metro Center Drive

                      Austin, Texas 78744

 

The deadline to register for the Retail Market Participant Workshop – MarkeTrak is Monday, November 10, 2008.

 

Training room capacity for this seminar is 50 people.  Registrations will be taken on a first come, first served basis so please keep this in mind when registering.  Due to limited space and materials, we cannot guarantee access to the sessions without prior registration.

 

Confirmation is subject to ERCOT receiving the required registration through ERCOT’s Learning Management System (LMS).  If registration is not received, attendees may not be assured of participation in this training.  If sufficient interest is shown, additional seminars may be scheduled.

 

Note:  ERCOT reserves the right to reschedule the class for a future date if there is not sufficient interest in the course offering. 

 

ADDITIONAL INFORMATION:  Registration for this course will be through ERCOT’s Learning Management System (LMS).  To access the LMS, please use the link from the Retail Market Participant Workshop webpage, http://www.ercot.com/services/training/Retail_Market_Participant_Workshop.html

The first time you access the site, you will need to create an account.  Use the mouse to click the link to create an account and complete the information requested.  Then click the “Create My Account” link.  Once your account has been created you can click “Sign In” and you will be directed to the “My Courses” page.   Upon logging into the LMS, the participant should select the course R.MPW001p2r3 - Retail Market Participant Workshop - MarkeTrak - Phase 2 Release 3

The only way to register for the November Retail Market Participant Workshop - MarkeTrak is through the registration tool.  Emailed RSVP’s will not be accepted. 

   

The training material will be provided at the workshops.  The presentations used in the workshops will be posted to the Retail Market Participant Workshop webpage, http://www.ercot.com/services/training/Retail_Market_Participant_Workshop.html, Monday, November 10, 2008.  The presentation material is subject to change as PR70007_01 MarkeTrak Enhancements testing is still in progress.

 

The Conceptual System Design and Detailed Business Requirements document for Project 70007_01 is located at:

www.ercot.com

Select Services

Select Projects

Select Current Projects

Select 70007_01

Under Requirements and Design Documents section

 

CONTACT: If you have any questions, please contact your ERCOT Retail Account Manager. You may also call the general ERCOT Client Services phone number at (512) 248-3900 or contact ERCOT Client Services via e-mail at [log in to unmask].

 

 

VS/JA

 

From: ERCOT Client Relations
Sent: Friday, October 31, 2008 10:43 AM
To: [log in to unmask]; [log in to unmask]; [log in to unmask]; [log in to unmask]; [log in to unmask]; [log in to unmask]
Cc: 1 ERCOT Client Service Reps
Subject: R-C101008-02 REMINDER: Education and Training - Training Announcement - Retail Market Participant Workshop - MarkeTrak

 

NOTICE DATE:  October 31, 2008

NOTICE TYPE:  R-C101008-02 REMINDER: Education and Training - Training Announcement - Retail Market Participant Workshop – MarkeTrak

SHORT DESCRIPTION:  Preparations are underway for a Retail Market Participant Workshop:  MarkeTrak Workshop, including MarkeTrak Enhancements implemented in Release 3 – December 13, 2008.

INTENDED AUDIENCE:  The MarkeTrak workshop is intended for current Market Participants who use the MarkeTrak tool on a daily basis.  Attendees need to have a basic knowledge of MarkeTrak and have been issued a digital certificate.

DAY AFFECTED:  Friday, November 21, 2008

LONG DESCRIPTION:  Preparations are underway for a Retail Market Participant Workshop which will provide a detailed demonstration of MarkeTrak and cover those changes that will be implemented under Project 70007_01 – MarkeTrak Enhancements, Release 3.  

In this workshop, the Retail Client Services team will cover the following topics which will include the MarkeTrak Enhancements, Release 3 changes:

  • MarkeTrak
    • Overview
    • Day-to-Day Issues
    • Data Extract Variance (DEV) Issues
    • Linking issues, Notifications and Item locks
    • Bulk Insert
    • Mass Update/Transition
    • Reporting
    • Administrative Roles

 

The following items are the MarkeTrak Enhancements, Release 3 changes:

·        Requirement 4 – Market:  Create Bulk Insert Templates and default Submit Validation Flags for API and Bulk Insert default to “Off”

·        Requirement 17 – Market:  Reporting Improvements

·        Requirement 31 – Market:  Change the format of Service History with DUNS for Effected Period and add it to “Submit” when submitter is a TDSP for given DEV LSE Sub-types.  Add Logic to determine under which circumstances this field is necessary

·        Requirement 33 – Market:  Provide Update Via API Whenever a Market Participants Visibility to an Issue Has Been Removed

·        Requirement 34 – Market:  Special Characters, Multi-thread adapter

·        Requirement 36 – Market:  Add Email Button and Email Capture

·        Requirement 37 – Market:  New Premise Type and Service Address Subtypes

·        Requirement 38 – Market:  Add New D2D Sub-type titled “Safety Net Order”

·        Requirement 39 – Market:  Add New D2D Sub-type titled “Service Order – 650”

·        Requirement 40 – Market:  Add New D2D Sub-type titled “Move Out With Meter Removal”

·        Requirement 45 – LPA 1:1

 

  

When:           Friday, November 21, 2008

                       MarkeTrak Workshop - 9:00 AM - 3:00 PM

 

Where:          ERCOT MET Center

            7620 Metro Center Drive

                        Austin, Texas 78744

 

The deadline to register for the Retail Market Participant Workshop – MarkeTrak is Monday, November 10, 2008.

 

Training room capacity for this seminar is 50 people.  Registrations will be taken on a first come, first serve basis so please keep this in mind when registering.  Due to limited space and materials, we cannot guarantee access to the sessions without prior registration.

 

Confirmation is subject to ERCOT receiving the required registration through ERCOT’s Learning Management System (LMS).  If registration is not received, attendees may not be assured of participation in this training.  If sufficient interest is shown, additional seminars may be scheduled.

 

Note:  ERCOT reserves the right to reschedule the class for a future date if there is not sufficient interest in the course offering. 

 

ADDITIONAL INFORMATION:  Registration for this course will be through ERCOT’s Learning Management System (LMS).  To access the LMS, please use the link from the Retail Market Participant Workshop webpage, http://www.ercot.com/services/training/Retail_Market_Participant_Workshop.html

The first time you access the site, you will need to create an account.  Use the mouse to click the link to create an account and complete the information requested.  Then click the “Create My Account” link.  Once your account has been created you can click “Sign In” and you will be directed to the “My Courses” page.   Upon logging into the LMS, the participant should select the course R.MPW001p2r3 - Retail Market Participant Workshop - MarkeTrak - Phase 2 Release 3

The only way to register for the November Retail Market Participant Workshop - MarkeTrak is through the registration tool.  Emailed RSVP’s will not be accepted. 

 

Attached you will find a high level agenda of the topics being covered.  This same information can also be found on the ERCOT website link noted above.  A map and a list of area hotels have also been attached for your convenience. 

 

A document detailing the MarkeTrak Enhancements, Release 3 changes will be provided two weeks prior to this workshop.

 

Training material will be provided at the workshops.  Presentations used in the workshops will be posted to www.ercot.com after the workshop has occurred.

 

The Conceptual System Design and Detailed Business Requirements document for Project 70007_01 is located at:

www.ercot.com

Select Services

Select Projects

Select Current Projects

Select 70007_01

Under Requirements and Design Documents section

 

CONTACT: If you have any questions, please contact your ERCOT Retail Account Manager. You may also call the general ERCOT Client Services phone number at (512) 248-3900 or contact ERCOT Client Services via e-mail at [log in to unmask].

 

 

VS/JA

 

 

From: ERCOT Client Relations
Sent: Friday, October 10, 2008 4:36 PM
To: [log in to unmask]; [log in to unmask]; [log in to unmask]; [log in to unmask]; [log in to unmask]; [log in to unmask]
Cc: 1 ERCOT Client Service Reps
Subject: R-C101008-01- Education and Training - Training Announcement - Retail Market Participant Workshop - MarkeTrak

 

NOTICE DATE:  October 10, 2008

NOTICE TYPE:  R-C101008-01: Education and Training -Training Announcement - Retail Market Participant Workshop - MarkeTrak

SHORT DESCRIPTION:  Preparations are underway for a Retail Market Participant Workshop:  MarkeTrak Workshop, including MarkeTrak Enhancements implemented in Release 3 – December 13, 2008.

INTENDED AUDIENCE:  The MarkeTrak workshop is intended for current Market Participants who use the MarkeTrak tool on a daily basis.  Attendees need to have a basic knowledge of MarkeTrak and have been issued a digital certificate.

DAY AFFECTED:  Friday, November 21, 2008

LONG DESCRIPTION:  Preparations are underway for a Retail Market Participant Workshop which will provide a detailed demonstration of MarkeTrak and cover those changes that will be implemented under Project 70007_01 – MarkeTrak Enhancements, Release 3.  

In this workshop, the Retail Client Services team will cover the following topics which will include the MarkeTrak Enhancements, Release 3 changes:

  • MarkeTrak
    • Overview
    • Day-to-Day Issues
    • Data Extract Variance (DEV) Issues
    • Linking issues, Notifications and Item locks
    • Bulk Insert
    • Mass Update/Transition
    • Reporting
    • Administrative Roles

 

The following items are the MarkeTrak Enhancements, Release 3 changes:

·        Requirement 4 – Market:  Create Bulk Insert Templates and default Submit Validation Flags for API and Bulk Insert default to “Off”

·        Requirement 17 – Market:  Reporting Improvements

·        Requirement 31 – Market:  Change the format of Service History with DUNS for Effected Period and add it to “Submit” when submitter is a TDSP for given DEV LSE Sub-types.  Add Logic to determine under which circumstances this field is necessary

·        Requirement 33 – Market:  Provide Update Via API Whenever a Market Participants Visibility to an Issue Has Been Removed

·        Requirement 34 – Market:  Special Characters, Multi-thread adapter

·        Requirement 36 – Market:  Add Email Button and Email Capture

·        Requirement 37 – Market:  New Premise Type and Service Address Subtypes

·        Requirement 38 – Market:  Add New D2D Sub-type titled “Safety Net Order”

·        Requirement 39 – Market:  Add New D2D Sub-type titled “Service Order – 650”

·        Requirement 40 – Market:  Add New D2D Sub-type titled “Move Out With Meter Removal”

·        Requirement 45 – LPA 1:1

 

  

When:           Friday, November 21, 2008

                       MarkeTrak Workshop - 9:00 AM - 3:00 PM

 

Where:          ERCOT MET Center

            7620 Metro Center Drive

                        Austin, Texas 78744

 

The deadline to register for the Retail Market Participant Workshop – MarkeTrak  is Monday, November 10, 2008.

 

Training room capacity for this seminar is 50 people.  Registrations will be taken on a first come, first serve basis so please keep this in mind when registering.  Due to limited space and materials, we cannot guarantee access to the sessions without prior registration.

 

Confirmation is subject to ERCOT receiving the required registration through ERCOT’s Learning Management System (LMS).  If registration is not received, attendees may not be assured of participation in this training.  If sufficient interest is shown, additional seminars may be scheduled.

 

Note:  ERCOT reserves the right to reschedule the class for a future date if there is not sufficient interest in the course offering. 

 

ADDITIONAL INFORMATION:  Registration for this course will be through ERCOT’s Learning Management System (LMS).  To access the LMS, please use the link from the Retail Market Participant Workshop webpage, http://www.ercot.com/services/training/Retail_Market_Participant_Workshop.html

The first time you access the site, you will need to create an account.  Use the mouse to click the link to create an account and complete the information requested.  Then click the “Create My Account” link.  Once your account has been created you can click “Sign In” and you will be directed to the “My Courses” page.   Upon logging into the LMS, the participant should select the course R.MPW001p2r3 - Retail Market Participant Workshop - MarkeTrak - Phase 2 Release 3

The only way to register for the November Retail Market Participant Workshop - MarkeTrak is through the registration tool.  Emailed RSVP’s will not be accepted. 

 

Attached you will find a high level agenda of the topics being covered.  This same information can also be found on the ERCOT website link noted above.  A map and a list of area hotels have also been attached for your convenience. 

 

A document detailing the MarkeTrak Enhancements, Release 3 changes will be provided two weeks prior to this workshop.

 

Training material will be provided at the workshops.  Presentations used in the workshops will be posted to www.ercot.com after the workshop has occurred.

 

The Conceptual System Design and Detailed Business Requirements document for Project 70007_01 is located at:

www.ercot.com

Select Services

Select Projects

Select Current Projects

Select 70007_01

Under Requirements and Design Documents section

 

CONTACT: If you have any questions, please contact your ERCOT Retail Account Manager. You may also call the general ERCOT Client Services phone number at (512) 248-3900 or contact ERCOT Client Services via e-mail at [log in to unmask].

 

 

VS