restructuring business processes in maine. business transactions contracts metering usage history...
TRANSCRIPT
Restructuring
BUSINESS PROCESSES
IN MAINE
Business Transactions
• Contracts
• Metering
• Usage History
• Enrollments & Drops
• Billing, Collections & Payments
• Budgets
• Terms & Conditions
Standard Contracts
T&D and CEPT&D and CEP
T&D and SOPT&D and SOP
Main Contract Provisions
o Provider’s Responsibilities
o T&D Services and Responsibilities
o Consolidated Utility Billing
o Transaction Processing
o Customer Service
o Load Estimating and Reporting
o Additional Services
o Fees, Billing & Payment for T&D Services
o Delivery Point
Exhibits
Exhibit A: Provisions for T&D specific operations & services
Exhibit B:
CEP's specific business information
Exhibit C:
List of laws, MPUC rules, ISO & FERC requirements, etc.
which are referred to as “Precepts” in the contract
Exhibit D:
Supplier option to directly collect amounts it is owed by its
customers for past due balances
Metering
Standard Meter Installation:
o T&D determines the meter type.
o T&D is responsible for the installation, maintenance & meter
reading.
o AMI Meters used for load settlement, roughly 8,000 legacy meters
Non-Standard Meter Installation:o CEP pays incremental costs
o CEP’s additional metering must be installed on the customer’s
side of the T&D metering
o T&D meter data must be used for supplier billing
Meter Reading
• T&D meter reads are used for bill calc & load estimations
for settlement.
• T&D sends CEP usage within 5 business days of read date.
• Estimated meter readings may be used.
Customer Usage History
• CEP is responsible for obtaining customer authorization.
• Monthly data:• 12 months of kWh usage• maximum monthly demands
• EDI 867 format
• Hourly data: FTP, e-mail or web-based
• Fees in T&C’s
Enrollments
• CEP sends customer terms of service.
• Customer allowed 5-day rescission period per Chapter 305
Sec. C.
• CEP sends EDI enrollment at least 2 business days prior to
next scheduled meter read date.
• 1 enrollment per account number.
• Enrollment is effective one day after the next actual read
date.
• CMP cannot unwind an enrollment, once it is sent in by a
Supplier.
Metering & Billing 799
Enrollment Dates
Sun Mon Tue Wed Thu Fri Sat 1 2 3 4 5 6 7
7 8 9 10 11 12 13
14 15 16 17 18 19 20
Send terms
Rescission ends
Customer read date
Enrollment will be effective on 18th
Enrollment will be effective beginning of next month’s cycle
Enrollment Dates
• First enrollment received by T&D will be honored.
• Additional enrollments received in bill period will be
rejected.
• All enrollments take effect on cycle. No off cycle
enrollments.
Metering & Billing 799
Multiple Enrollments
Sun Mon Tue Wed Thu Fri Sat 1 2 3 4 5 6 7
7 8 9 10 11 12 13
14 15 16 17 18 19 20
CEP Red
Customer read date
CEP Bluerejected
CEP Pinkrejected
CEP Whiterejected CEP Pink
re-sent & accepted for next read date
Enrollment will be effective on 18th
Cancellation DatesCustomer “Drops”
• CEP notifies customer 30 days prior to cancellation.
• CEP must send on cycle EDI cancellation transaction 2
business days prior to meter read date.
• Customer moves to Standard Offer if not enrolled with new
CEP by next read date.
• CEP can Cancel a Pending Drop EDI 814-12 or customer
can contact CMP and CMP can remove the pending drop
and send notice to the CEP that the customer has
withdrawn their drop request.
Cancellation DatesCustomer “Drops”
• CEP notifies customer 30 days prior to cancellation.
• CEP must send on cycle EDI cancellation transaction 2
business days prior to meter read date.
• Customer moves to Standard Offer if not enrolled with new
CEP by next read date.
• CEP can Cancel a Pending Drop EDI 814-12.
Metering & Billing 799
Cancellation Example
Sun Mon Tue Wed Thu Fri Sat 1 2 3 4 5 6 7
7 8 9 10 11 12 13
14 15 16 17 18 19 20
CEP Reddrops
Customer read date
Cancellation will be effective on 17th
Standard Offer Serviceeffective on the 18th
OFF-CYCLE DROPS
• CEP can drop customer to Standard Offer off-cycle.
• Customer can drop CEP to Standard Offer off-cycle.
• May request pro-ration or actual meter reading.
• CEP can Cancel A Pending Drop if received 2 business
days prior to pending drop date.
BILLING OPTIONS
Consolidated Utility Billing “LDC”o T&D calculates & issues a bill for both CEP & T&D services.
Provider or “Dual” Billingo CEPs can issue customer bills only for generation services.
o Responsible for collections.
Consolidated Utility Billing
• Bill displays CEP charges separately from T&D charges.
• Bill has CEP logo, pricing & message area.
• T&D forwards billed information to CEP electronically.
Budget Billed Customers
• The customer has a payment calculated based on 12 months of usage.• They pay this same amount every month.• Energy is estimated using standard offer pricing.• Their budget plan gets recalculated every 6 months.• If their usage goes up they sometimes carry a balance.• If supply price is higher than standard offer price, customer will carry a
balance until budget is reset.• If their usage goes down (or supply price is lower than standard offer) the
customer may carry a credit balance. Credit resides on T&D side of ledger.• These are typically good paying customers, if they fall behind on making
their budget payment after the first month, they are removed from the budget plan.
• If you see a customer carrying a balance with you for several months, you can contact CMP to review their budget before their 6 month recalculation.
• Payment arrangements are also offered to customers who fall behind on their utility bills.
CEP RATES
• Standard rates - similar to or less complex than existing
T&D rates.
• Test & implement new standard rate within 2 business
days.
• Test & implement price changes to existing rates within 2
business days.
• CEPs approve test results before implementation.
• T&D provides quotes for custom rates.
Standard Rate Structures
CUSTOMER RATE CHANGES
Collections
Allocation Of Partial Payments
Metering & Billing 799
Payment Allocation Example
Oldest month first: T&D $, then CEP $
$ 40.00 (T&D 60 Day)
Current 30 Day 60 Day
T&D $45.00 $43.00 $40.00
SOP $25.00 $20.00 $ 0.00
CEP $ 0.00 $ 0.00 $15.00
$125 payment
$ 7.00 (T&D Current)$ 15.00 (CEP 60 Day)
$ 43.00 (T&D 30 Day)
$ 20.00 (SOP 30 Day)
Terms & Conditions for CEP Services
Terms & Conditions (con’t)
Thank you.