TOSA Quiz
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
What does TOSA Stand For?
Term of Sales Agreement
Term of Service Agreement
Today optimal standard Agreement
Total Optimal Sales Agreement
What is the shortest term for a TOSA?
1 month
3 months
6 months
12 months
How far in the future can our start date for pricing be on a TOSA Agreement. Select all that apply
11 months
16 months
6 months
12 months on MVI
18 months on renewal
If my quote has $2,550 CM what products can I close on?
Business Secure 12m
BSV with $500 gift card 6 months
BS 3 months
BSV 18 months $100 Gift card
All of the above
For TOSA Deals only, we do not need the Legal address inputted on Account level?
TRUE
FALSE
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
SELECT ALL THAT APPLY TO MOST TOSA DEALS - What checks do we have on TOSA deals, pricing through closing. Think of the AMR PROCESS according to our process docs.
ISU
METER READ SCRIPT
SAP
CXT
ACCOUNT LEVEL
LUMINANT
MARCIA
ONE DRIVE
DIANE
ERCOT
VIVIAN
RCM
CUSTOM DEAL REVIEW
MIN MARGIN TABLE
SERVICE NOW
DATA LOADER IO
BIT BAR
Comptroller Website
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
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