OEWG List Formdwg with Items in Order of Prioritynotes from April 9 2015 MDWG Meeting1
OEWG List forMDWG with Items in order of priorityNotes from April 9 2015 MDWG Meeting1
Priority / Item / Item / Description / Trans Set / AEP Ohio / Dayton Power & Light / Duke Energy Ohio / First Energy / NOTES1 / 4 / LIN05 - Historical Interval Usage (HI) support / EDU supports CRES requests for Historical Interval Usage via 814 and sends HI via 867. / 814E, 867 / Yes / Yes / Yes / No / none
2 / 11 / Budget Billing Support & Remittance - Rate Ready / This is specific to rate ready EDU consolidated billing (see row 17 for bill ready). Inconsistent budget billing support & practices across the EDUs. / 814E, 814C, 810, 820 / No / Yes - requires CRES to send budget bill amount monthly in 814C. Remittance needs confirmed but I believe based on budget amount. / Yes - auto budgets supplier charges. Remittance is odd where regulated services are paid first. Could be months where CRES does not receive any payment for their charges or will receive payments after customer has dropped from the CRES. / Yes - requires CRES to send AMTB5 in 814E and 814C (if changing). Remittance needs confirmed but I believe based on budget amount. / None
4 / 14 / Budget Billing Support & Remittance - Bill Ready / This is specific to bill ready EDU consolidated billing (see row 14 for rate ready). Duke auto budgets (needs confirmed) while other EDUs require supplier to send budget amount. / 810, 820 / Yes - CRES sends budget amount in 810. EDU remits based on that budget amount. / Yes - CRES sends budget amount in 810. EDU remits based on that budget amount. / Budget billing is a Duke Energy Ohio program for both rate ready and bill ready. Duke Enegy Ohio calculates the customer's budget amount for gas and electricity (Duke & CRES charges) No CRES budget billing is permitted. / Yes - CRES sends budget amount in 810. EDU remits based on that budget amount.
5 / 16 / Max number of charge lines (SAC) per invoice / The maximum allowed number of individual line item charges the CRES may send in their EDI 810 invoice to be included on the customer's consolidated bill. / 810 / 20 / 20 / 10 / 7 / Suppliers to check whether they can live with the 10 line industry standard
6 / 25 / Permits supplier to change the price on an existing rate code with customers assigned to the rate. / This is specific to rate ready EDU consolidated billing and refers to the process where the CRES may change their price on an existing CRES rate code. This ability mitigates the time period necessary to create a new rate, send EDI 814C moving customers onto the new rate code, then finally invoice under the new rate. / 814C / NO, supplier must establish new rate code and send individual 814C for each customer to move onto the new rate. / Yes / NO, supplier must establish new rate code and send individual 814C for each customer to move onto the new rate. / Yes / Rate-Ready Issue; Suppliers to check whether this is still issue. Can EDUs establish a variable rate?
7 / 30 / Web based / self service rate code setup process / This is specific to rate ready EDU consolidated billing and refers to the automated process where the CRES may establish rates via online portal. Significanly reduces the setup, programming and lead times before the CRES may place customers into a new rate/price plan. / 814C/web / Yes / Yes - DP&L will implement next month / No / No / CRES to check if this is still an issue now that we have bill-ready billing
8 / 26 / Support LPC under rate ready / This is specific to rate ready EDU consolidated billing and refers to EDU support of applying CRES late payment charges to the customer's consolidated bill. / 810 / No / Yes, automatically assessed LPC for supplier charges / No / No / LPC - Late Payment ChargeSolved by Payment of Receivables or Bill-Ready billing
9 / 17 / Use of SAC04 Charge codes / Code used to further detail the type/description of each line item charge on the CRES EDI 810 invoice. / 810 / Required / Required / Not Used / Not Used / Bill-Ready only issue; EDU issue for Duke & FE – allows “free form text” to be inserted on bill without validation
10 / 18 / Max number of characters in SAC15 Charge Description / The maximum allowed number of characters to describe each line item charge in the CRES EDI 810 invoice. / 810 / 80 / 58 / 70 / 80 / Does this apply to Rate-Ready? EDI standard is 80 – CRES to check whether this is issue – This is description of individual charge – not in bill message
11 / 31 / Bankruptcy Process / Specific process by each EDU for handling customer bankruptcies. May or may not include new customer account number or SDID. / 814C / AEP Ohio finals the account as of the bankruptcy date and sends an 814D to the provider. As this point, no further action is taken, but this process is currently under review. / 814C for account number change; 248 to remove pre-petition supplier charges from old account / Duke Energy Ohio finals the account as of the bankruptcy date and sends an 814D to the CRES provider. A new account number is assigned as of the bankruptcy date. Duke Energy Ohio notifies the CRES provider via e-mail of the new account number. / A dummy account is created to which any supplier dollars are transferred; the original account is not closed & the same 20 digit customer number remains active; notification is sent to suppliers via email with a list of bankruptcy accounts & the dollars / POR solves this issue; AEP will probably be changing their process not to drop customer (keep same SDID); FE – no EDI transaction sent;