REQ.24.4.1 Enrollment in Demand Response Programs Process Flow Engineering Firm Retail Customer...

REQ.24.4.1 Enrollment in Demand Response Programs Process Flow

1

DRSP identifies prospective

client(24.3.2.2)

DRSP creates or revises Authorization & sends to

Retail Customer for signature

(24.3.2.2, 24.3.2.3 & 24.3.2.4.1.5)

Retail Customer receives

Authorization & reviews(24.3.2.4)

1

Yes

No

Negotiation necessary?(24.3.2.4.1.3)

DRSP enters negotiation(24.3.2.4.1.3)

Retail Customer negotiates with

DSP(24.3.2.4.1.3)

No Further Action

Yes

No

Negotiation successful?(24.3.2.4.1.3, 24.3.2.4.1.4 & 24.3.2.4.1.5)

2

DRSP re-evaluates Authorization

form(24.3.2.4.1.3)


2

No Further Action

Receives rejected Authorization &

re-evaluates(24.3.2.4.1.1)

Retail Customer returns rejected

Authorization to DRSP(24.3.2.4.1)

Authorization acceptable?

(24.3.2.4, 24.3.2.4.1

& 24.3.2.4.2)

Yes

No

Yes No

3

Still a viable client?

(24.3.2.4.1.1, 24.3.2.4.1.2 & 24.3.2.4.1.3)

DRSP receives Authorization & confirms

Retail Customer not a client of another DRSP

(24.3.3.1)

Retail Customer fills in & signs

Authorization & sends to DRSP

(23.3.2.4.2)

Receives Customer Information Request

(24.3.3.5)

1

2

Retail Customer

a client of another DRSP?

(24.3.3.1, 24.3..3.2 & 24.3.3.3)

DRSP sends Customer Information Request to Distribution Company

(24.3.3.3 & 24.3.3.4)

No

Yes DRSP sends letter to Retail Customer

that unable to help(24.3.3.2)

Retail Customer receives letter from

DRSP(24.3.3.2)


3

3Is Retail

Customer eligible?(24.3.3.5, 24.3.3.5.1 &

24.3.3.5.2)

Distribution Company sends rejection notice

(24.3.3.5.1)

Distribution Company compiles necessary

data & sends to DRSP(24.3.3.5.2)

No

Yes

Receives necessary data & performs quick

assessment(24.3.3.5.2 & 24.3.3.6)

4

Sends a letter to Retail Customer

that DRSP cannot help

(24.3.3.6.1)

Is Retail Customer a viable client?

(24.3.3.6, 24.3.3.6.1 & 4.3.3.6.2)

Retail Customer receives letter

from DRSP(24.3.3.6.1)

No

Yes

DRSP receives rejection

notice(24.3.3.5.1)

DRSP notifies Retail Customer that unable

to help(24.3.3.5.1.1)

Retail Customer receives letter

from DRSP(24.3.3.5.1.1)


4

4

Sends request for assessment to

engineering firm(24.3.3.7)

Receives request for assessment

(24.3.3.7)

Performs in-depth site assessment &

sends to DRSP(24.3.3.8 & 24.3.3.8.1)

Receives in-dept Assessment

(24.3.3.8 & 24.3.3.8.1)

Is Retail Customer a viable

client?(24.3.3.9, 24.3.3.9.1 &

24.3.3.9.2)

Notifies Retail Customer that unable to help

(24.3.9.1)

DRSP sends contract or revised contract to

Retail Customer(24.3.3.9.2, 24.3.3.9.2.1,

24.3.3.6.3 & 24.3.3.10.2.2)

No

Yes

Receives notification that DRSP unable to

help(24.3.3.9.1)

Retail Customer receives contract

& reviews(24.3.3.10)

7

5

6

Detailed on-site assessment

needed?(24.3.3.6.2, 24.3.3.6.3 &

24.3.3.7)

No

Yes


5

7

5

6

8

Is contract acceptable?

(24.3.3.10, 24.3.3.10.1 & 24.3.3.10.3)

Retail Customer signs contract & sends to DRSP

(24.3.3.10.3)

Retail Customer

rejects contract

(24.3.3.10.1)

No

Yes

Receives contract rejection & opens negotiation with Retail Customer

(24.3.3.10.2)

Receives signed contract

(24.3.3.10.3)

Sends Enrollment Request to

Distribution Company(24.3.3.11, 24.3.3.12 &

24.3.3.13)

Distribution Company receives Enrollment

Request(24.3.3.11, 24.3.3.12 &

24.3.3.13)

Negotiation Successful?

(24.3.3.10.2, 24.3.3.10.2.1 & 24.3.3.10.2.2)

No

Yes

No further action

(24.3.3.10.2.1)

9


6

8 11

Retail Customer account

confirmed?(24.3.3.15 &

24.3.3.17)

No

Yes9

Yes

NoDistribution

Company enrolls Retail Customer

(24.3.3.15)Distribution Company

sends Enrollment Rejection

(24.3.3.16, 24.3.3.17 & 24.3.3.18)

Distribution Company sends Enrollment Confirmation

(24.3.3.15 & 24.3.3.19)

10

Retail Customer already client of another DRSP?

(24.3.3.14 & 24.3.3.16)

DRSP receives Enrollment Confirmation, updates is information system, and notifies Retail Customer

(24.3.3.20)

Retail Customer receives Enrollment Confirmation &

begins preparation to comply with its contract

(24.3.3.20 & 24.3.3.21)


7

11Engineering firm

requests payment for in-depth assessment

(24.3.4.1 & 24.3.4.1.1)

DRSP receives request for payment from engineering firm(24.3.4.1 & 24.3.4.1.1)

10

DRSP receives Enrollment Rejection and notifies Retail Customer that

unable to help(24.3.3.22)

Retail Customer receives notification

(24.3.3.22)

Yes

No

Engineering Firm’s request

validated?(24.3.4.2, 24.3.4.3 &

24.3.4.4)

DRSP sends rejection notice to the engineering firm

(24.3.4.3)

Engineering firm receives rejection notice & re-

evaluates(24.3.4.3 & 24.3.4.7)

Yes

NoCorrective action determined?

(24.3.4.7 & 24.3.4.7.1)

No further action

12

16

Request for payment still valid?

(24.3.4.6, 24.3.4.6.1 & 24.3.4.6.2)Distribution

Company is responsible for

payment?(24.3.4.4, 24.3.4.4.1 &

24.3.4.4.2)


8

12

Receives request for payment &

evaluates request(24.3.4.4.1)

Is request valid?

(24.3.4.5, 24.3.4.5.1 & 24.3.4.5.2)

Sends payment rejection to DRSP

(24.3.4.5.2)

No

Yes

Receives payment rejection & re-evaluates the request

for payment(24.3.4.6)

Negotiations successful?

(24.3.4.6.1, 24.3.4.6.1.1 & 24.3.4.6.1.2)

DRSP initiates dispute resolution

(24.3.4.6.1.2)

No

Yes

Yes

No

DRSP sends request for payment to Distribution

Company(24.3.4.4.1 & 24.3.4.6.1.1)

DRSP authorizes payment & sends to

Engineering Firm(24.3.4.4.2 & 24.3.4.6.1.1)

Engineering Firm receives payment

(24.3.4.4.2)

13

No Yes14

1516


9

Distribution Company sends payment to

DRSP(24.3.4.5.1)

DRSP receives payment & forwards to engineering firm

(24.3.4.5.1 & 24.3.4.5.1.1)

Engineering firm receives payment

(24.3.4.5.1.1)

13Distribution Company authorizes payment

(24.3.4.5.1)

14

DRSP sends rejection notice to engineering

firm(24.3.4.6.2)

Receives rejection notice, re-evaluates & determines corrective

measures(24.3.4.7)

Engineering firm sends revised request for payment to DRSP

(24.3.4.7.1)

15

REQ.24.4.1 Enrollment in Demand Response Programs Process Flow Engineering Firm Retail Customer...

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Transcript of REQ.24.4.1 Enrollment in Demand Response Programs Process Flow Engineering Firm Retail Customer...