Enrollment Process For Load Profile Customers

(also:  usage history to be sent 10 days after acceptance)
Element Name	DASR Connect/ Update	DASR Status Acknowledgement	Disconnect	Disconnect Status Acknowledgement	
Direction	ESP -> UDC	UDC -> ESP	UDC -> ESP, ESP -> UDC	ESP -> UDC,
UDC -> ESP	
Deadline	T	T + 5 days			
		Accept	Pend or Reject		Accept	Pend or Reject	
ESP’s Transaction ID	R	R	R	R	R	R	
UDC’s Transaction ID		O					
Transaction Type	R	R	R	R	R	R	
Transaction Status (accept, pending, reject)		R	R		R	R	
Commodity	R			R			
Renewable Energy (Y/N)	R						
Sender ID (DUNS #)	R	R	R	R	R	R	
Receiver ID (DUNS #)	R	R	R	R	R	R	
Type of Sender	O	O	O	O	O	O	
UDC’s Customer Service Account Number	R	R	R	R	R	R	
UDC’s Customer Acct ID (req’d if available)		C		C	C	C	
UDC’s Billing Account #		O					
ESP’s Customer Service Account Number	R	R	R	R	R	R	
Service Delivery Point (req’d if available)		C		C	C	C	
Meter Number (req’d when a meter is already in place)	C	R		R	R	R	
Meter type (units of measurement)		R					
New Customer Code (req’d if “yes”)	C						
Billing Option (ESP, UDC, DUAL)	R						
Billing Agent (req’d if not UDC billing)	C						
Bill Calculating Agent (req’d if not UDC billing)	C						
Meter Ownership (req’d for metered accounts)	C						
Meter Reader (MDMA)	R						
Meter Installer (req’d for metered accounts)	C						
Meter Maintainer (MSP) (req’d for metered accts)	C						
Package Options (req’d if an optional service is requested)	C						
Scheduling Coordinator	R						
Customer’s Old ESP (req’d if not UDC)		C					
Old ESP’s Account #		C					
Customer’s New ESP				R			
New ESP’s Account # (if UDC -> ESP)				C			
Customer Name	R	R					
Service Address (street, city, state, zip)	R	R					
Billing Address	O						
3rd Party Notification Address	O						
Customer’s Info Contact	O						
Phone Number	O	O					
Customer’s Time Zone	R	R					
Grid Takeout Point		O					
Congestion Zone		O					
UDC (DUNS #)	O						
UDC Rate Schedule		R					
Usage Calculation Code (Interval, Load Profile)	R						
Load Profile Identifier		R					
Distribution Loss Designator		R					
Life Support (Y/ N/ Investigating)	R	R					
Billing Cycle		R					
Meter Cycle		R					
Start Date 	O	C					
Ending Date (req’d if ??)				C	R		
Meter Install Pending y/n		R		R			
Reason Code (req’d if ??)			R	C		R	
Reason Description			O	O		O	

Account Maintenance Information
Notes:
1.  If the ESP or UDC becomes aware of a change in a listed data element, it should notify the other of the change.
2.  The UDC’s Customer Service Account #, ESP’s Customer Service Account #, Meter #, and Load Point (UNI) must be included in all transactions if they exist.
3.  If the UDC’s Customer Service Account #, ESP’s Customer Service Account #, or Meter # changes, both the old and new values must be reported.
4.  The receiving party can verify the change as needed.
5.  Service address change refers to a street rename (as an example), not a move.  A new DASR is needed for a service address move.

Element Name	Required	Initiated By	Sender	Requires DASR	
		Customer	ESP	UDC	ESP	UDC	Update	
Transaction ID								
Transaction Type (change)								
Sender ID (DUNS #)								
Receiver ID (DUNS #)								
UDC’s Customer Service Account Number								
UDC’s Customer Acct. ID								
UDC’s Billing Account #								
ESP’s Customer Service Account Number								
Old Account Number	C							
Service Delivery Point								
Meter Number								
Old Meter Number	C							
Billing Option								
Billing Agent								
Bill Calculating Agent								
Meter Ownership								
Meter Reader								
Meter Installer								
Meter Maintainer								
Package Options								
Scheduling Coordinator								
Customer Name								
Service Address (street, city, zip)								
Billing Address								
3rd Party Notification Address								
Customer’s Info Contact								
Phone Number								
Grid Takeout Point								
Congestion Zone								
UDC Rate Schedule								
ESP Rate Schedule								
Load Profile Identifier								
Distribution Loss Designator								
Life Support								
Billing Cycle								
Meter Cycle								
Start Date								
Temporary Power Shut-off Date								
Reason Code								
Reason Description								

Jim Price, ORA, 7/22/98