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RXQ.3.4.1 Dual Billing Process Flow

RXQ.3.4.1 Dual Billing Process Flow. Document # 09-1E. Customer pays supplier for energy Charges (3.3.2.2). Customer pays Distribution Company for distribution charges (3.3.2.2). Customer receives bill for energy Charges (3.3.2.1). Customer receives bill for distribution charges

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RXQ.3.4.1 Dual Billing Process Flow

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  1. RXQ.3.4.1 Dual Billing Process Flow Document # 09-1E Customer pays supplier for energy Charges (3.3.2.2) Customer pays Distribution Company for distribution charges (3.3.2.2) Customer receives bill for energy Charges (3.3.2.1) Customer receives bill for distribution charges (3.3.2.1) Customer Supplier prepares and renders bill for energy (3.3.2.1) Supplier Supplier receives and processes Customer payment (3.3.2.2) Distribution Company receives and processes Customer payment (3.3.2.2) Distribution Company prepares and renders bill for distribution charges (3.3.2.1) Distribution Company sends usage data to Supplier (3.3.1.5) Distribution Company reads meter(s) (3.3.1.5) Distribution Company

  2. RXQ.3.4.1 Dual Billing Process Flow Meter Usage Cancellation and Rebilling Process Document # 09-1E Customer receives restated Distribution Company charges (3.3.2.4) Customer receives restated Supplier charges (3.3.2.4) Customer Supplier calculates restated charges and sends corrected bill to Customer (3.3.2.4) Supplier receives cancellation notice and cancels charges in its billing system for incorrect usage (3.3.2.3) Supplier Supplier receives restated usage (3.3.2.4) Distribution Company sends restated usage to Supplier (3.3.2.4) Distribution Company sends cancellation notice to Supplier (3.3.2.3) Distribution Company calculates restated charges and sends corrected bill to Customer (3.3.2.4) Distribution Company determines that initial usage was incorrect (3.3.2.3) Distribution Company determines restated usage (3.3.2.4) Distribution Company Distribution Company cancels charges in its billing system for incorrect usage (3.3.2.3)

  3. Account is billable (3.3.4.3 & 3.3.4.6) RXQ.3.4.2 Consolidated Billing - Bill Ready Process Flow Document # 09-1E Customer Billing Party receives usage data (3.3.1.5) Billing Party calculates its charges (3.3.3.3) 1 Process Non-Billing Party transactions (3.3.4.4) File properly formatted (3.3.4.3, 3.3.4.4 & 3.3.4.6) Yes Billing Party 2 Yes Billing Party receives Non- Billing Party charges (3.3.4.1) No No CHANGE ARROW DIRECTION Send acknowledge-ment (3.3.4.4) DELETE THIS BOX Sends rejection notification (3.3.4.3 & 3.3.4.6) Send rejection notification (3.3.4.3 & 3.3.4.6) Distribution Company sends usage (3.3.1.5) Rejection notice received (3.3.4.3 & 3.3.4.6) Acknowledgement received (3.3.4.4) DELETE THIS BOX Rejection received (3.3.4.3 & 3.3.4.6) Non-Billing Party calculates its charges and sends them to Billing Party (3.3.4.1) Time to fix & re-submit (3.3.4.6) Non-Billing Party receives usage data (3.3.1.5) Non-Billing Party Hold transaction(s) for next bill (3.3.4.7) Yes No No Time to fix & re-submit (3.3.4.6) Yes

  4. RXQ.3.4.2 Consolidated Billing - Bill Ready Process Flow Hold for next bill as specified in Billing Services Agreement (3.3.4.7) Document # 09-1E Customer receives bill (3.3.3.3 & 3.3.4.8) Customer Billing Party prepares & renders bill with all available charges (3.3.3.3 & 3.3.4.4 ) Billing Party performs cancel and rebill (unless other action specified in Billing Services Agreement) (3.3.4.8) Delay caused by Billing Party (3.3.4.7 & 3.3.4.8) 1 Yes Transactions held from prior periods (3.3.4.7) No Yes Billing Party 2 No Non-Billing Party charges in time for bill (3.3.4.7) Hold transaction for next bill (3.3.4.7) Yes No Send rejection notification (3.3.4.7) Non-Billing Party resubmits for next bill (3.3.4.7) Non-Billing Party

  5. Time to fix & re-submit (3.3.4.6) RXQ.3.4.2 Consolidated Billing - Bill Ready Process Flow Document # 09-1E Meter Usage Cancellation and Rebilling Process Customer Billing Party receives restated usage data and cancels charges in its billing system for incorrect usage (3.3.4.9 & 3.3.4.10) Billing Party calculates corrected charges (3.3.4.10) 2 1 File properly formatted (3.3.4.3, 3.3.4.4 & 3.3.4.6) Yes Billing Party No Billing Party Receives cancellation notification (3.3.4.13) DELETE THIS BOX Billing Party receives Non-Billing Party charges (3.3.4.10) Send rejection notification (3.3.4.3 & 3.3.4.6) Send acknowledgement (3.3.4.4) DELETE THIS BOX Distribution Company determines initial usage was incorrect; sends cancel usage notice and restated usage (3.3.4.9 & 3.3.4.10) - Receive Rejection (3.3.4.3 & 3.3.4.6) Ackowledge- ment received (3.3.4.4) DELETE THIS BOX Non-Billing Party sends cancellation notification to the Billing Party (3.3.4.13) DELETE THIS BOX Non-Billing Party calculates corrected charges and sends them to Billing Party (3.3.4.10) Non-Billing Party receives restated usage data and cancels charges in its billing system for incorrect usage (3.3.4.9 & 3.3.4.10) Non-Billing Party 3 Hold transaction(s) for next bill (3.3.4.7) Non-Billing Party cancels its charges (3.3.4.13) DELETE THIS BOX Yes No - - 4

  6. RXQ.3.4.2 Consolidated Billing - Bill Ready Process Flow Document # 09-1E Meter Usage Cancellation and Rebilling Process Customer Customer receives bill (3.3.4.10 & 3.3.4.8) Billing Party prepares & renders bill with all available cancellations and charges (3.3.4.10) Billing Party performs cancel and rebill (unless other action specified in the Billing Services Agreement) (3.3.4.8) Delay caused by Billing Party (3.3.4.7 & 3.3.4.8) 1 Yes 3 4 Process Non-Billing Party transactions (3.3.4.4) 2 Yes No Hold for next bill as specified in the Billing Services Agreement (3.3.4.7) No Yes Non-Billing Party charges in time for Bill (3.3.4.4 & 3.3.4.7) No Billing Party Yes Account is billable (3.3.4.3 & 3.3.4.6) Hold transaction for next bill (3.3.4.7) No Send rejection notification (3.3.4.7) Send rejection notification (3.3.4.3 & 3.3.4.6) Rejection notification received (3.3.4.3 & 3.3.4.6) Time to fix & re-submit (3.3.4.6) Yes Non-Billing Party receives rejection notification and resubmits for next bill (3.3.4.7) Non-Billing Party No -

  7. RXQ.3.4.3 Consolidated Billing - Rate Ready Process Flow Document # 09-1E Customer Customer receives Consolidated Bill (3.3.3.3) Billing Party calculates Billing Party charges (3.3.3.3) Billing Party prepares and renders Consolidated Bill (3.3.3.3) Billing Party receives information and inputs Billing Party receives usage data (3.3.1.5) Rate Codes and prices in its Billing Party calculates Non-Billing Party charges using appropriate Rate Code(s) (3.3.5.3) Billing Party billing system (3.3.5.1 & 3.3.5.2) Billing Party sends notice of Non-Billing Party’s usage and charges (3.3.5.3) Distribution Company sends usage data (3.3.1.5) Non-Billing Party receives billing data (3.3.5.3) Non-Billing Party provides information to establish Rate Codes and prices (3.3.5.1 & 3.3.5.2) Non-Billing Party

  8. RXQ.3.4.3 Consolidated Billing - Rate Ready Process Flow Meter Usage Cancellation and Rebilling Process Document # 09-1E Customer receives Consolidated Bill (3.3.5.5) Customer Billing Party cancels original Billing Party usage and charges and updates its billing system (3.3.5.4) Billing Party calculates Billing Party charges using restated usage (3.3.5.5) Billing Party prepares and renders Consolidated Bill (3.3.5.5) Billing Party calculates Non-Billing Party charges using restated usage and appropriate Rate Code(s) (3.3.5.5) Billing Party cancels original Non-Billing Party usage and charges (3.3.5.4) Billing Party receives cancelled and restated usage data (3.3.5.4 & 3.3.5.5) Billing Party Billing Party sends notice of cancelled usage and charges to the Non-Billing Party (3.3.5.4) Billing Party sends notice(s) of restated usage and charges to the Non-Billing Party (3.3.5.5) Distribution Company determines that initial usage was incorrect; sends cancel usage notice and restated usage (3.3.5.4) Non-Billing Party receives notice of cancelled usage and charges and updates its billing system (3.3.5.4) Non-Billing Party receives notice(s) of restated usage and charges (3.3.5.5) Non-Billing Party

  9. RXQ.3.4.4 Single Retail Supplier Billing Process Flow Document # 09-1E Customer Receives Bill (Energy& Distribution Customer charges) Does monthly usage match Accept ? invoice? Receives Supplier Calculate Supplier (Y) Distribution (Y) Receives charges (including Dist. Invoice Usage (N) Co related charges), (N) produces and sends Send Usage Send Usage Customer bill Rejection Rejection Notice Notice (Y) Receive/Send Receives Usage Rejection (N) Registration Agent Usage Notice Accept ? Receive Meter Reading Rejection Notice Entity Send/ Meter Reading Entity Resend Usage Correct Usage Info. Send/Resend Invoice Calculate Dist. Co * Distribution Receives charges and/or Usage adjustments Receive rejection notice Dashed line denotes process if model includes a Central Registration Agent who also performs market settlement

  10. RXQ.3.4.5 Consolidated Billing – Payment Processing Assumption of Receivables Process Flow Document # 09-1E No further action required by Billing Party or Non-Billing Party Customer disputes Non-Billing Party charges (3.3.7.2 & 3.3.7.3) Customer receives bill (3.3.3.3) No Customer 1 Yes Yes Billing Party receives notification of Customer dispute (3.3.7.2 & 3.3.7.3) Funds remitted to Non-Billing Party (3.3.8.9) No Billing Party withholds remittance of disputed charges to the Non-Billing Party (3.3.8.9) Billing Party Billing Party sends remittance notification to the Non-Billing Party (3.3.8.3) Billing Party remits funds to the Non-Billing Party’s financial institution (3.3.8.4 & 3.3.8.5) Billing Party renders bill (3.3.3.3) 2 Conversion to Dual Billing allowed for delinquent accounts by BSA (3.3.8.7) Yes No No further action Non-Billing Party restates Customer account receivable (3.3.5.5) Non-Billing Party receives remittance notification (3.3.8.3) Non-Billing Party receives remitted funds (3.3.8.4 & 3.3.8.5) 3 4 Non-Billing Party

  11. RXQ.3.4.5 Consolidated Billing – Payment Processing Assumption of Receivables Process Flow Document # 09-1E Customer 5 3 2 6 Billing Party reduces next remittance by the amount of any disputed charges (3.3.8.7) Billing Party sends a remittance reversal notification to the Non-Billing Party (3.3.8.7) 1 Billing Party sends notice of account(s) converted to either Dual Billing or regulated service to the Non-Billing Party (3.3.8.7) Billing Party No No further action No Billing Party sends non -UET notification of delinquencies to Non-Billing Party (3.3.8.7) Delinquent accounts exist (3.3.8.7) Notify Non-Billing Party of delinquencies (3.3.8.7) 4 Yes Yes Non-Billing Party receives remittance reversal notification (3.3.8.7) Non-Billing Party receives non-UET notification of delinquencies (3.3.8.7) Non-Billing Party

  12. RXQ.3.4.5 Consolidated Billing – Payment Processing Assumption of Receivables Process Flow Document # 09-1E MBPs need to be modified for the reversal process Are MBPs need to cover cancel/rebill Customer(s) receive notification of account(s) converted to either Dual Billing or regulated service (3.3.8.7) Customer Billing Party sends notification of account(s) converted to either Dual Billing or regulated service to Customer(s) (3.3.8.7) 5 Billing Party Notify Customer (s) of account(s) converted to either Dual Billing or regulated service (3.3.8.7) 6 No further action Non-Billing Party receives notice of account(s) converted to either Dual Billing or regulated service (3.3.8.7) Non-Billing Party

  13. RXQ. 3.4.6 Consolidated Billing Payment Processing-Pay As You Get Paid Process Flow Document # 09-1E Customer Customer makes payment (3.3.3.5) Billing Party maintains account balances for the Non-Billing Party (3.3.9.6) Yes Billing Party receives payment (3.3.3.5) Payment subsequently adjusted (3.3.9.5) No further action required No Billing Party sends remittance notification to the Non-Billing Party (3.3.9.3) Payment posted in accordance with payment posting order (3.3.9.1 & 3.3.9.2) Billing Party remits funds to the Non-Billing Party’s financial institution (3.3.9.4) Yes Billing Party Billing Party sends remittance adjustment notification to the Non-Billing Party (3.3.9.5) Billing Party reduces next remittance by the amount of any adjusted payments (3.3.9.5) MBP needed for Non-Billing Party restates customer accounts receivable Non-Billing Party Non-Billing Party receives notification (3.3.9.5) Non-Billing Party receives remittance notification (3.3.9.3) Non-Billing Party’s financial institution receives payment (3.3.9.4)

  14. Single Retail Supplier Billing – Remittance from Supplier and Payment from Financial Institution Document # 09-1E Customer Send payment Send Remittance Supplier authorization Detail Central Registration Agent Receives Receive Funds Remittance Detail Deposited Co * Distribution Information Receives Sends Payment Payment Authorization Bank Supplier Authorization only Receives Payment Deposits funds Distribution Co Bank Authorization

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