Frame

Grid Monitor AI
02/26/2025

Acknowledged that the wrong agenda was posted online.
Confirmed that the correct agenda is included in the documents at the bottom of the meeting page.
Stated that the posted agenda was mistakenly swapped with the TDTMS meeting agenda.

LMS stats were not available during the meeting
Retail MarkeTrak 101 training part one was completed with active participation and great questions from new attendees.
Yardi, a utility billing system, was introduced during the training.
Feedback from the session included potential updates to training materials, specifically slides for better context.
Discussion on improving training with missed slides and information, like SCR817 topics.
Part two of the training is scheduled for tomorrow (2/26/2025).
The exact number of training attendees was not confirmed, although there were many registrations.
Feedback on the training was positive; involved participants and notable contributions from key individuals.
There was involvement from PUC staff, although they lacked a travel budget, emphasizing the need to be engaged with market processes and rule changes.
Registration included some attendees from the last RMS meeting.

Discussion on recent issues with MarkeTrak where users couldn't log in due to separate issues tied to an update and licensing limitations.
Late request from TDTMS to update training materials to address these issues.
Consideration of adding a slide to training about logging off MarkeTrak when not in use to address the concurrent license issue.
Concerns raised over the practicality of logging off frequently for users who require constant access for efficiency.
Proposals to focus training on handling MarkeTrak downtimes and reporting issues, suggesting ERCOT communication protocol for outages.
Suggestion to purchase more licenses to accommodate increasing user numbers.
Plan to tweak the existing slide to address both logging off when not in use and appropriately reporting issues.
Consensus on improving awareness and documentation of issues via tickets to help ERCOT understand the scale of problems.
Further investigation suggested by TDTMS to fully understand root causes and address licensing issues.
Recommendation to push ERCOT to send a market notice to inform users about best practices related to logging off and issue reporting.

Updated the 2023 accomplishments to reflect 2024 accomplishments.
Discussed facilitating versus assisting with training programs, specifying the use of subject matter experts.
Reviewed training accomplishments, specifically the conduct of three two-day instructor-led trainings.
Highlighted successful completion of Texas market training sessions in Dallas and Houston.
Acknowledged enhanced communication and coordination efforts in retail training with ERCOT.
Emphasized development and modification of training materials to align with market changes.
Covered statistics on training participation: 306 completed online training, with 394 in progress.
Agreed on changes to wording in training documentation for clarity.
Identified the need for updates to retail training modules using participant feedback.
Discussed potential use of technology for integrating Webex in in-person training sessions.
Outlined goals for 2025, including holding three half-day sessions and two full-day in-person training events.
Planned collaborative efforts with ERCOT for consistent and comprehensive training updates.
Intended to finalize the documented accomplishments and goals for distribution.

The training schedule was reviewed alongside the meeting schedule, viewing the meeting notes.
Confirmed the March 13 meeting will be both via Webex and in person in Dallas.
No meeting scheduled for April.
Resolved that April 30 would be for Texas SET training, noting challenges in rescheduling.
Discussions clarified scheduling changes and confirmed final dates for various trainings.
Texas SET transactional training has been finalized and verified for content accuracy.
The meeting involved reviewing and modifying slides for Texas SET training including updates on screenshots and ensuring correct transactional flows.
Queried pending actions about updating screenshots from ERCOT to match the new system format.
Decided on bonus checkpoint questions for training to enhance participant engagement.
Scheduled future meetings and trainings, with special emphasis on the June 25 meeting in Dallas.
Confirmed no July meeting, potential Webex training in June, and a possible September meeting for MarkeTrak part one.
Several open questions and potential actions were noted for future discussion, including alternate meeting formats and training content revisions.