Print this Page
the big picture
5.2.07 B7 Request Rates Procedure
Close this Page

Broker Procedures:
Broker state "B7" is assigned when current contracts are complete and correct so a rate request spread sheet can be generated.   The rate request spread sheet is save as a file that may be emailed.   Read-only access to every rate request spread sheet is provided for at least seven years.
Rates can only be requested for existing current contracts with a future end date.   Requests may be accumulated where the same current contract end date exists.
TO-DO: move the request link from client to contract level - matching current contracts will be accumulated for the same client.

B7 Rate Request (RR):
Current contract data for a client is extracted into a Rate Request (RR) document to be sent to a set of energy providers.   This entire task can be automated as the data in TIES Bespoke Application Service is complete and correct and verified by the previous tasks.
The broker may choose the energy providers that the RR document is to be shared and then this should become a secure (encrypted) automated email service.   Where the broker chooses to do this work manually, then the RR document may be downloaded and manually sent to each energy provider, however such a method of working will be much more expensive and error prone.   Manual emails with attachments are not secure and cannot detect when/if the energy provider opens the attachment.   Automatic email service is encrypted and will identify the date and time when the RR document is viewed by an energy provider.
Productivity is maximised as no extra data entry is needed to create all rate request documents.   Request rate documents are attached as tasks for the applicable client - this data cannot be change or lost or corrupted.

Email:
The rate request spread sheet may be automatically emailed to any number of energy providers.   An objective is to improve productivity by eliminating the need for manual spread sheet processing.
Where a rate is requested for other than one year, multiple rows are provided to enable the energy provider to provide rates to those services for more than one period.

Bulk "B7":
Productivity can be improved with a bulk method of working on all contrats due for renewal in a selected month.   Renewal Progress by end date page 3369 has been provided to view all renewals by selected month - this may be used as a request rate document that is sent to a selected set of energy providers.   Click the "Mode" button to hide icons then copy and paste the List details into an email or attachment to the email.   When the list of approved energy providers is available, then direct email facilities can improve the productivity of this interchange.

Bulk "B8":
Once productivity is improved with fully automated B7 procedures, then the need for an attachment can be replaed with an email that has a link to the List with the ability for rates to be entered on-line.   The energy provider gets an email envelope with a link to the on-line application service.   They click the link to see a representation fo the List data with the ability to enter rates for each supply.   As the energy provider enters rates, the application has proposed contracts generated with the entered rates - without any manual intervention.

Upload "B8":
The rate request spread sheet includes a column where the energy provider may enter the rate for each meter.   The rate request spread sheet is then returned and uploaded to eliminate the need for manual spread sheet processing and avoid extra data entry.   A rate request spread sheet can support one or any number of clients and one or any number of services - each row becomes a proposed contract.

Executive KPI:
Every rate request document is a key factor that is monitored and measured by the day and month.   Trend reports show document counts by month for the year.
A rate request spread sheet can only be created when the current contract data is complete and correct.   Data integrity exception reports are triggered where a current contract is not correct.

Electric Meter Profile:
The first two digits of the MPAN is codified as:
00 half hourly supply - may have week and winter rates.
01 Domestic - only day rate is used.
02 Domestic Economy-7 - only day and night rates are used.
03 Non-Domestic - only day rate is used.
04 Non-Domestic Economy-7 - only day and night rates are used.
05 Non-Domestic with MD recording and LF up to 20%.
06 Non-Domestic with MD recording and LF over 20% up to 30%.
07 Non-Domestic with MD recording and LF over 30% up to 40%.
08 Non-Domestic with MD recording and LF over 40%.
08 is also used for domestic export (FIT) meters.

Document Management:
Procedure B7 creates a Supplier Rate Request document that is stored as a client task attachment to be emailed to any number of energy suppliers.   The client task list may be filtered to view all Rate documents in date order for any client.   Each Rate document needs to include a current LOA to enable it to be processed correctly by the enery provider.   The Rate document email service enables the energy provider to also view the current LOA.

Guide:
The fields shown on the rate request List were specified with thanks to Gamma.
1. Select the applicable client and press the B7 rate request button.   The rate request document will popup with a client section, gas section and electric section - each section has its own unique layout.
2. Press the "Secure" or "Download" button to save the List as a CSV file on your local computer.   It may be a productivity improvement to automatically email this request to a set of energy providers, rather than suffer the task of doing this manually.

1. Client Data:
The top section shows client data - company name and address with company registration number.   It is possible that some energy provider do not wish to see this client section.

2. Gas Service-Contract Data:
The 2nd optional section shows each gas service and current contract data as:
Link to service record is shown in the online form, but this data is not part of the downloaded List file - press to view service form.
ESE26 Meter Point reference (MPR) Number of 10 digits.
ESE37 Supply Postcode.
ESE44 Supply Address string.
ESE52 Supply Estimated Annual Consumption (EAQ).
ESE53 Supply Estimated Annual Spend for the last year.
+
ECU45 Company Name.
ECU47 Company Registration Number.
ECU81 Number of Years - a complete glossary definition and purpose may help.
ECU73 Opportunity - a complete glossary definition and purpose may help.
ECU76 Payment Method.
ECU76 Business size - Micro-business get special rates.
ECU79 Commission Rate such as "0.3"" pence per unit.
+
ECO26 Current Energy Provider or Supplier - this data may be withheld.
ECO28 Current Contract Start Date.
ECO29 Current Contract End Date.
ECO41 Current Primary Rate - to be replaced with proposed rate.
ECO42 Current Secondary Rate - to be replaced with proposed rate.
ECO43 Current Standing Charge (SC) Rate - to be replaced with proposed rate.
ECO43 Current Standing Charge (SC) Units.

3. Electric Service-Contract Data:
The 3rd section shows each electric service and current contract data as:
Link to service record is shown in the online form, but this data is not part of the downloaded List file - press to view service form.
ESE26 Meter Point Administration Number (MPAN) of 21 digits (only the last 13 digits are relevant).
ESE37 Supply Postcode.
ESE44 Supply Address string.
ESE52 Supply Estimated Annual Consumption (EAQ).
ESE53 Supply Estimated Annual Spend for the last year.
+
ECU45 Company Name.
ECU47 Company Registration Number.
ECU81 Number of Years - a complete glossary definition and purpose may help.
ECU73 Opportunity - a complete glossary definition and purpose may help.
ECU76 Payment Method.
ECU76 Business size - Micro-business get special rates.
ECU79 Commission Rate such as "0.3"" pence per unit.
+
ECO26 Current Energy Provider or Supplier - this data may be withheld.
ECO28 Current Contract Start Date.
ECO29 Current Contract End Date.
ECO64 FIT - this data is not relevant - a complete glossary definition and purpose may help.
ECO43 Current Standing Charge (SC) Rate - to be replaced with proposed rate.
ECO43 Current Standing Charge (SC) Units.
ECO43 Current KVA Charge Rate - to be replaced with proposed rate.
ECO43 Current KVA Charge Units.
ECO41 Current Day Rate - to be replaced with proposed rate.
+ The following rates are optional dependent on the meter profile:
ECO42 Current Night Rate - to be replaced with proposed rate.
ECO43 Current Weekday Rate - to be replaced with proposed rate.
ECO44 Current Evening+Weekend Rate - to be replaced with proposed rate.
ECO45 Current Dec-Jan Peak Rate - to be replaced with proposed rate.
ECO46 Current Dec-Jan Off Peak Rate - to be replaced with proposed rate.
ECO47 Current Nov-Feb Peak Rate - to be replaced with proposed rate.
ECO48 Current Nov-Feb Off Peak Rate - to be replaced with proposed rate.
ECO49 Current Other Rate - to be replaced with proposed rate.

Document Control:
1. Document Title: B7 Request Rates Procedure.
3. Keywords: B7 Request Rates Procedure.
4. Description: B7 Request Rates Procedure.
5. Privacy: Public education service as a benefit to humanity.
6. Issued: 11 Jun 2018.
7. Edition: 1.3.