TOSA Quiz

A visual representation of a TOSA agreement, showing elements like pricing charts, agreement terms, and a collaborative workspace, in a professional and engaging style.

TOSA Knowledge Challenge

Test your understanding of TOSA agreements with this comprehensive quiz! Whether you're deep in the industry or just starting out, this quiz offers a great way to learn and review important concepts related to TOSA agreements.

Multiple choice and true/false questions
Focus on pricing, agreements, and processes
Perfect for professionals looking to refresh their knowledge

15 Questions4 MinutesCreated by LearningGuide123

What does TOSA Stand For?

Term of Sales Agreement

Term of Service Agreement

Today optimal standard Agreement

Total Optimal Sales Agreement

How far in the future can our start date for pricing be on a TOSA Agreement. Select all that apply

If my quote has $2,550 CM what products can I close on?

Doug Pelo asks for Docs stating "Give me the 6 month quote with the margin I set sent to this customer and email address...". There are several 6 month quotes on the opportunity. How should you respond?

Review the quotes and send the quote with the min margin guidelines met.

Review the AMR and see what product he initially asked for and send that product.

Review the margin and send whatever quote has adjusted margin and makes us the most money.

Chatter DP back requesting Term/Rate/Product to be clarified so you can send.

The minimum margin on Business Secure Value must be met, but with supervisor approval, we can accept if it falls short only by $50.

True

False

What are some of the basic checks to every AMR? Select the BEST answer.

ERCOT, MARCIA, Meter read date script.

ERCOT, MARCIA, ACCOUNT LEVEL

ERCOT, CXT, COMPTROLLER WEBSITE

MARCIA, ISU, PAST AMRS

For HLOAs we can accept an HLOA historical usage under the DBA name, as long as SF account level has the DBA mentioned, we do not need the HLOA to have the DBA on it. Example: Michael's Tacos is account name. DBA Miguel's bomb tacos. Historical usage is under the name BOMB TACOS. HLOA has on the company name Michael's Tacos.

TRUE

FALSE

An AMR requests is future dated and a renewal for 10/1/2023. What should your Special start date be?

10/1/2023

10/5/2023

10/15/2023

October Meter read 2023

An AMR requests has a MVI for 8/1/2023. What should your Special start date be?

8/5/2023

8/1/2023

After the existing agreement ends.

August Meter read 2023

An AMR requests has a future start date of 11/1/2023 with a Switch off cycle. What should your header start date be?

11/10/2023

Thanksgiving

Meter read for November

11/1/2023

A new TOSA deal has been priced, upon review you can see the kw is 275. What should be your next process? - Points for this question will be calculated by Erica.

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