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: 0203-751-5680 | Conference ID: 1392469
Introduction
Agreement
Management
Historical Data
Wrap-up
Today’s agenda
Introduction
Agreement
Management
Historical
Data
Wrap-up
Introduction
Agreement
Management
Historical Data
Wrap-up
Welcome to the Agreement Management & Historical Data webinar
1.5
REC
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Agreement Management
Daniel Wyatt
Introduction
Agreement
Management
Historical Data
Wrap-up
Today’s agenda (Agreement Management)
Overview
Roles
and
Responsibilities
Create
Agreements
Search and
View
Agreements
Update
Agreements
Wrap-up
Overview
Roles and
Responsibilities
Create
Agreements
Search and View
Agreements
There are three types of agreement:
• Wholesale Contract agreement
• Interim Supply opt in agreement
• Gap site opt in agreement
Update
Agreements
Wrap-up
Overview
Roles and
Responsibilities
Create
Agreements
Search and View
Agreements
Update
Agreements
Wrap-up
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.
Overview
Roles and
Responsibilities
Create
Agreements
Search and View
Agreements
Update
Agreements
Wrap-up
• 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.
Overview
Roles and
Responsibilities
Create
Agreements
Search and View
Agreements
Update
Agreements
Wrap-up
Agreement type
Responsible for creation
Responsible for maintenance
Wholesale Contract
Wholesaler
Wholesaler
Interim Supply opt in
Retailer
Market Operator
Gap site opt in
Retailer
Market Operator
Overview
Roles and
Responsibilities
Create
Agreements
Search and View
Agreements
Any questions…?
?
Update
Agreements
Wrap-up
Overview
Roles and
Responsibilities
Create
Agreements
Search and View
Agreements
Update
Agreements
Wrap-up
Create Agreements
To create an agreement in the CMOS Portal, navigate to the ‘Create Agreement’
screen as follows:
1. Select Administration menu
2. Select Participant Management
3. Select Create Agreement
Demonstration: Create Agreement
Overview
Roles and
Responsibilities
Create
Agreements
Search and View
Agreements
Update
Agreements
Wrap-up
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:
1. Select Administration menu
2. Select Participant Management
3. Select Search Agreements
Demonstration: Search and View Agreements
Overview
Roles and
Responsibilities
Create
Agreements
Search and View
Agreements
Update
Agreements
Wrap-up
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:
1. Select Administration menu
2. Select Participant Management
3. Select Search Agreements
4. Click the Trading Party link to view the agreement
5. Click the Edit button
Demonstration: Update Agreements
Overview
Roles and
Responsibilities
Create
Agreements
Search and View
Agreements
Update
Agreements
Wrap-up
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)
Overview
Roles and
Responsibilities
Create
Agreements
Search and View
Agreements
Any questions…?
?
Update
Agreements
Wrap-up
Historical Data
Ricardo Wissmann-Alves
Introduction
Agreement
Management
Historical Data
Wrap-up
Today’s agenda (Historical Data)
Concepts
Navigation to
History
History of
Premises and
Supply Point
Wrap-up
Concepts
Navigation to
History
History of
Premises and
Supply Point
Wrap-up
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)
Concepts
Navigation to
History
History of
Premises and
Supply Point
Wrap-up
In this session
• How to get to navigate to History tab
• Demonstration of the history of Premises and Supply Points
Navigation:
1. Home screen
2. Select Market Information menu
3. Click Search Market Information
4. Click on ‘P’, ‘W’, ‘S’, ‘M’ or ‘D’ as required
5. Select the ‘History’ tab
Concepts
Navigation to
History
History of
Premises and
Supply Point
Wrap-up
In this session – Demonstration of the History of
• Premises
• Supply Points
Concepts
Navigation to
History
History of
Premises and
Supply Point
Wrap-up
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)
Concepts
Navigation to
History
History of
Premises and
Supply Point
Wrap-up
Any questions…?
?
Introduction
Agreement
Management
Historical Data
Wrap-up
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
https://www.mosl.co.uk/cmos-training/
Thank you…
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