B22 Checklist Procedure

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1. Brokerage Checklist:

An improvement request was made to provide a booking process checklist to include:-

1. When last contract was signed.

2. Consumption on previous tender.

3. Actual annual consumption - reads must be 1 year apart to account for summer/winter months - if not, request a read from account manager.

4. Comment on how consumption and pricing has changed per site since last tender.

5. Check of any debt on the account.

6. Common end date with other sites.

7. Credit check.

8. Pricing email must show current end dates and current suppliers.

9. Pricing email must have the text at the bottom explaining what is excluded, when pricing is valid until and what consumption is based on.

10. VAT declaration.

11. CCL exemption.

12. Notes and dates added on Bespoke Application Service.

2. Last Contract Signed:

Contract ECO68 holds the date when each contract is signed. Only one gas contract holds a valid contract signed date - brokers have chosen to withhold this valuable data from the Bespoke Application Service, but it may be held in a private spread sheet. When this data is entered into a contract, then Eliza will be able to populate the checklist with the current date and name.

3. Estimated Annual Consumption:

Contract ECO39 holds the estimated annual consumption (EAQ) that may be the actual annual consumption for a historic contract. Service ESE52 holds the estimated annual consumption (EAQ) that may be automatically calculated from readings over any number of days, unfortunatly readings are not known to Eliza. Eliza can calculate the real client saving when a historical and current contract exists with rates and units, unfortunatly in many cases the units or rates are not complete.

4. Deviation in Consumption and Rates:

Historic and current contracts provide evidence of changes in consumtion and what the client pays on an annual basis. Contract ECO39 holds the annual consumption (EAQ) and ECO66 holds the client annual spend. The difference between these values can be compared for current and historic contracts to show the percentage deviation.

5. Bad Debts:

Clients with debts are not known to Eliza - financial data is held in private spread sheets.

6. Common End Dates:

Many contract spread sheets sort contracts by end date so it is easy to match . By selecting a contract end month, all contract ending that month are counted and listed.

7. Client Credit Check:

Client field ECU53 hold the credit rating and ECU52 holds the credit check date. Only 12 clients have a credit rating that is not zero - most were checked in 2011. Only 30 clients had a credit check in the last year - all except one are zero rated.

8. Pricing Email:

Automated procedure B7 will create the energy provider rate request that could even be automatically emailed if the energy providers had been assigned. By default, the contract dates, rates and current energy provider are shown.

In addition, an automated bulk procedure B7 to request rates for all contracts ending in a selected month is provided. This also shows the contract dates, rates and current energy provider. The bulk renewal rate request for this month shows that all EAQ data has been withheld, making the procedure unusable.

9. VAT Declaration:

Client field ECU46 holds the VAT number and ECU48 holds te VAT country. A total of 20 clients have a VAT number and some may be too short.

10. CCL Exemption:

This is a new and valuable piece of data that should be added at the client level. CCL is related to many things that imply company size.

21. Additional:

We would like brokers to have to sign off at each stage. A popup task at each stage that the brokers have to tick off when complete.

Document Control:

1. Document Title: B22 Checklist Procedure.

3. Keywords: B22 Checklist Procedure.

4. Description: B22 Checklist Procedure.

5. Privacy: Public education service as a benefit to humanity.

6. Issued: 11 Jun 2018.

7. Edition: 1.3.