Working with SCE s New DASR Assistant September 18, 1999

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1 September 18, 1999 Introduction s (SCE s) New DASR Assistant is a user-friendly GUI tool designed to assist Electric Service Providers (ESPs) in creating and managing Direct Access Service Requests (DASRs) in Comma Separated Value format for customers in SCE s service territory. With this New DASR Assistant, SCE now provides ESPs with a tool that can: Create Direct Access Service Request records. Save DASR records to a file in a format ready for ing to SCE. View SCE DASR responses. Provide on-line menu-based and context-sensitive help facility. The New DASR Assistant operates in the same manner as most Windows 95 applications. The DASR Assistant will first create a file, then allows user to create and save DASR records within this file. Files can be created, edited, closed, and saved using pull-down menus. Comprehensive help is available to ESPs using the New DASR Assistant. ESPs can use HELP pull-down menu for a table of contents of topics, and an index of help subjects. In addition, ESPs can insert a cursor in any given field and press the F1 key for specific information about the individual field. Program Requirement Computer: any 486, Pentium, or PS/2 that will run Microsoft Windows 95 or Microsoft Windows NT 3.5 or higher. Monitor: Software: higher. any SVGA monitor that can support 800x600, minimum. an installed copy of Microsoft Windows 95 or Windows NT 3.5 or 1

2 Disk Space: at least 3.0 MB of available space. Mouse: any pointing device supported by Windows. 2

3 Installation The New DASR Assistant can be downloaded from the Edison International web page: What you will get upon downloading is the selfinstalling executable, DASRassistant.exe. Save this file on your local drive. You do not need any software (other than Windows itself) to install the New DASR Assistant. When you double-click (or RUN ) the DASRAssistant.exe under Windows, the program will extract the files from itself and install them on your PC. A new application ICON named DASR Assistant will be created for this program. The installation process will guide you through using the standard Windows Installation wizard method. We recommend that you accept all the installation defaults. Navigating through the DASR Assistant The DASR Assistant is organized into four panels. In order to complete a DASR record, an ESP must provide information in fields in each of three panels: "ESP Data", "Customer & Account Data", "Service Offering Data". To navigate from one panel to the next, an ESP may: Click on the appropriate tab using a mouse Click on the "Next" button Press the Control and Tab keys simultaneously. Certain fields are required by SCE for all DASR records, and are marked in blue in the DASR Assistant. The DASR Assistant will only allow an ESP to move to a new panel once these required fields are completed. CONNECT DASR Required fields include: 1, 2, 3, 5, 6, 12, 19, 21, 22, 26, 29, 32, 43, 60, 61, 64, and 66. All other fields are considered optional. Completing Field 6. The Customer Identifier Number or Receiver Customer Identifier field 6 has generally been the greatest source of DASR rejections. To complete this field, an 3

4 ESP must obtain a specific number from a customer s current SCE bill. Please see in the Top Portion of SCE Sample Bills section for help on identifying the required number. This information is also available in Chapter 5 of the ESP DA Kit. Some fields have built-in drop-down menus. ESPs can use these menus to insert a preselected value, or can type in a new value by placing the cursor in the field and typing in the new value. 4

5 A description of each field is listed in a table on page 4 through 9. SCE recommends that you first print a copy of this table. As you navigate through the DASR Assistant for the first time, you may consult the table to ensure that you are inputting the information for a given field in the correct form or to determine whether a default value should be changed. This table also identifies required fields. ESPs can also navigate through the DASR records created in a single file by clicking the navigation arrows at the bottom of the screen. These allow movement through each individual DASR record in a file and from the first DASR in the file to the last DASR in the file. The DASR Assistant is designed to allow ESPs to view SCE Responses using the fourth panel, SCE Response Data. ESPs should note that the DASR Assistant will only enable the SCE Response Data panel for SCE DASR responses. In addition, the DASR Assistant will prevent ESPs in the Review SCE Response Data menu from attempting to open files that are not SCE responses. Setting DASR Assistant Defaults For first-time users, the DASR Assistant will require the user to enter information in a series of default fields. These defaults will be used for all DASR records created using the DASR Assistant. These defaults will be triggered whenever an ESP attempts to create a new DASR record. To change or update these defaults, a user can simply go to the "View" command and highlight the "Field Default" line. ESP should note that Fields 1, 2, and 74 already contain default values; these are required data provided by SCE, and do not need to be changed or updated by ESPs. 5

6 The Summary Report The Summary Report is designed to provide ESPs with an easy way to view the DASR records included in a single file. This Summary Report can be viewed by clicking on the Summary Report icon at the top of the screen. Users can also view an individual DASR record by highlighting the specific record number (column 1) for a given DASR record and then clicking on the "Select" button. Once the Select button is hit, the DASR Assistant will automatically return the user to the highlighted DASR record. The Summary Report screen can be printed by selecting the printer icon. 6

7 Field by Field Description for COMMA-DELIMITED DASRs KEY Shaded fields (54 through 75) are SCE-added fields, all others are RSIF fields Type of data element (Type) C is Character I is Integer D is DateTime Requirements for including a value in the field when submitting a DASR (Field Usage) R is Required O is Optional E is Edison Use Only 7

8 Field by Field Description for COMMA-DELIMITED DASRs RSIF Field No Name Description 1 Record Type The code that identifies this record as a DASR (Administrative data type 1). This must always be: MEPAD01 (The last two characters are numeric). 2 Record Version This field will be ; this value indicates the DASR version currently approved by the CPUC. This field may be changed if a new DASR format is adopted in the future. (Format is YYYYMMDD) 3 Sender Identifier This field identifies the entity sending the DASR using a nine digit Dun & Bradstreet (DUNS) number. If, for example, an ESP uses a third-party to send DASRs through to SCE, the DUNS number of the thirdparty should be entered in this field. 4 Sender Customer Identifier An ESP may choose to give each Direct Access account an individual account number to be used within the ESP s information system for accounting and/or tracking purposes. Field 4 allows ESPs to include this account number as part of the DASR. 5 Receiver Identifier This field identifies the receiver of a DASR using a DUNS number. For ESPs completing and sending DASRs, the receiver will be SCE, or Receiver Customer Identifier This field identifies the end-use customer switching to Direct Access, using the customer s service account number (or the CIS account number) within SCE s system. Maximum Field Usage Type Size C 8 R C 8 O I 9 R C 20 O I 9 R C 20 R 7 Time Stamp This field is a timestamp for the individual DASR currently being created. The format is YYYYMMDDHHMM. C 12 O 8 Record ID This field should be an identification number for the C 20 O individual DASR being created. This field could, for example, be used by an ESP to distinguish between multiple DASRs sent for an individual customer. 9 Operation Type ESPs sending DASRs to SCE must enter SP-REQ C 8 O in this field. ESPs should note that the information in this field will change for DASR responses from SCE. 10 Service Relationship Count Number of service relationships described in Field 11 I 2 O 11 Type of Service Relationship Type of service relationships that the entity in Field 19, the new ESP, will be performing, options are: ELEC- ESP, Meter-Reader, Meter-Owner, and/or Meter- Installer. 12 Reason In this field, an ESP defines the reason for sending the DASR. Reasons include: CONNECT, CANCEL, DISCONNECT, or UPDATE. 13 Comment SCE will use this field to provide ESPs with comments about the cause for DASR rejections. 14 UDC Account Number for ESP A customer account number assigned to each ESP by Edison. This field is not in use at this time. 15 Effective Start Date This field will be used in two ways. First, ESPs may at some point in the future be allowed to select a specific start date for switching a customer to Direct Access. This option is not available to ESPs at this time. Second, in DASR confirmation messages (SP-ACK) SCE will insert the scheduled DA switch date in this field. 16 Effective End Date SCE will use this field to inform the ESP of the DA termination date for a customer. 17 Account Status ESPs submitting DASRs should enter NEW in this field. ESPs may also enter MOVING for DASRs being submitted for customers that are already participating in Direct Access but are moving to a new C 256 O C 12 R C 256 E C 9 E D 12 E D 12 E C 15 O 8

9 RSIF Field No Name Description location. DASR response messages will contain other codes in this field. For rejections, and confirmation/scheduled responses, SCE will enter OK. For confirmation/pending responses, SCE will enter PENDING. 18 Pending Status A status (from among options in Field 17) that SCE will use to inform the ESP that an account status will change soon. This field is not in use at this time. 19 Pending ESP DUNS This field must contain the nine digit DUNS number of the ESP who will be serving the customer. 20 Reading Estimation Method This field allows ESPs to enter the meter estimation rules to be followed by the MDMA. At this time, this field can be left blank. 21 Commodity This field identifies the commodity that will be supplied by the ESP to the end-use customer. In the SCE service territory, the only acceptable option at this time is E. 22 Customer Name In this field, ESPs must enter the name of the end-use customer. For residential customers, the data should be entered as: Last Name First Name. 23 Contact Last Name In this field, ESPs can enter the last name of the enduse customer. 24 Contact First Name In this field, ESPs can enter the first name of the customer contact. 25 Contact Middle Initial In this field, ESPs can enter the middle initial of the customer contact. 26 House/Building Number 27 House/Building Fraction Number In this field, ESPs must enter the house/building number of the service account address switching to Direct Access. This address is available on the customer s current SCE bill. In this field, ESPs can enter the house/building fraction number of the service account address switching to Direct Access. 28 Street Prefix Code In this field, ESPs can enter the street prefix code of the service account address switching to Direct Access. 29 Street Name In this field, ESPs must enter the street name of the service account address being enrolled. 30 Street Suffix Code In this field, ESPs can enter the street suffix of the service account address being enrolled. 31 Unit Number In this field, ESPs can enter the unit number of the service account address being enrolled. 32 City In this field, ESPs must enter the city of the service account address that is being enrolled. 33 State In this field, ESPs must enter the state of the service account address that is being enrolled. 34 Country In this field, ESPs can enter the country of the service account address being enrolled. 35 ZIP In this field, ESPs must enter the zip code of the service account address that is being enrolled. 36 ZIP Extension 4 In this field, ESPs can enter the 4 digit extension zip code of the service account being enrolled. 37 ZIP Extension 2 In this field, ESPs can enter the two digit US zip code extension which further defines the 4 digit zip code extension of the service account address being enrolled. 38 Standard Time Zone Minutes + or - from UTC time to local standard time (Value must be numeric with a required leading sign. (M or -, P or +)). This field is not in use at this time. Type Maximum Size Field Usage C 15 E I 9 R C 8 O C 1 R C 30 R C 30 O C 30 O C 6 R C 3 O C 2 O C 25 R C 8 O C 25 R C 2 R C 5 O C 5 R C 2 O I 5 O 9

10 RSIF Field No Name Description 39 Daylight Time Zone Minutes + or - from UTC time to local daylight savings time (Value must be numeric with a required leading sign (M or -, P or +). This field is not in use at this time. 40 Distribution Loss Designator 41 Meter Congestion Zone ESPs can use this field to define the method used in calculating the distribution line loss for the purposes of forecasting power purchases. ESPs can use this field to enter an ISO meter congestion zone. At this time, the only zone identifier within the SCE territory is SCE 1 42 Usage Profile SCE will provide the SCE load profile identifier in this field in confirmation response messages. 43 Billing Options ESPs must enter the billing option they intend to offer to the end-use customer in this field. Options include: D - dual billing; U - UDC consolidated billing; L - UDC consolidated billing; E - ESP consolidated billing. 44 UDC Rate Name SCE will provide ESPs the DA customer s rate schedule in this field in confirmation response messages. 45 SP Rate Name The ESP Rate Schedule which applies to the end-use customer for which the DASR has been submitted (applies to UDC Consolidated Billing). This field is not in use at this time. 46 Service Delivery Point Number The SDP is the end point of the UDC s electric distribution network, to which energy is delivered by the UDC to an end-use customer. 47 Phone Area Code In this field, ESPs can enter the customer contact s US phone area code. 48 Phone Number In this field, ESPs can enter the customer contact s US phone number. 49 Phone Extension In this field, ESPs can enter the customer contact s US phone extension 50 FAX Number In this field, ESPs can enter the customer contact s fax number 51 Renewable Energy Provider The CPUC allows certain ESPs to claim Renewable Energy Provider status. For those ESPs claiming this status, a Y (yes) can be entered in this field. Otherwise, a N (no) can be entered. 52 Meter Count In this field, ESPs can enter the number of meters in Field 53. This field is not in use at this time. 53 Meter ID In this field, ESPs can enter the meter identification. This includes meter number, usage reading interval, and units parameter. This field is not in use at this time. 54 ESP Registration Number 55 ESP Renewable Certification ID 56 Metering Service Option 57 Customer Acknowledgment of CTC Obtained In this field, ESPs can enter the pending ESP s registration number, as assigned by CPUC. In this field, ESPs can enter the ESP Renewable Certification ID number, if applicable and as assigned by CPUC, for the ESP that will be gaining the direct access customer for which the DASR has been submitted. In this field, ESPs can enter the metering servicing option for the account for which this DASR has been submitted, options are: P-Load profiled, I-Interval or hourly meter. In this field, ESPs state whether they have obtained acknowledgment from the customer of knowledge of Competition Transition Cost. This field can be entered with a Y (yes) or N (no). 58 IVA Required In this field, ESPs can indicate whether an Independent Verification Agent is required for the Maximum Field Usage Type Size I 5 O C 4 E C 8 O C 8 E C 1 R C 12 E C 12 O C 17 E C 7 O C 5 O C 16 O I 2 E C 400 E I 5 O C 12 O 10

11 RSIF Field No Name Description customer intending to switch to Direct Access. Type Maximum Size Field Usage 59 IVA Obtained In this field, ESPs can indicate whether the ESP has obtained an Independent Verification Agent. 60 Life Support Required In this field, ESPs must indicate whether the customer requires life support systems at the service address. ESPs must enter Y (yes) or N (no). 61 Meter Owner In this field, ESPs must indicate who will own the meter. Options include: C-Customer, E-ESP, U-UDC, L-LDC. 62 Meter Owner DUNS In this field, ESPs can indicate the D&B number of the entity owning the meter, as applicable, described in Field Meter Owner ID In this field, ESPs can enter the ticker symbol of the entity owning the meter, as applicable, described in Field MDMA DUNS In this field, ESPs must enter who will serve as the Meter Data Management Agent for the customer, identified using a DUNS number. 65 MDMA ID In this field, ESPs can enter the ticker symbol of the entity serving as the meter data management agent described in Field Meter Service Provider DUNS 67 Meter Service Provider ID In this field, ESPs must enter who will serve as the Meter Service Provider for the customer, identified using a DUNS number. Acceptable DUNS numbers include the ESP s DUNS, SCE s DUNS, or MSP s DUNS. In this field, ESPs can enter the ticker symbol of the entity serving as the Meter Service Provider described in Field SSN/EIN In this field, ESPs can enter the Social Security Number or Employer ID Number of the customer or customer contact. 69 DL State/Number In this field, ESPs can enter the drivers license number of the customer or customer contact. (Format is SSNNNNNNNNNNNN where SS is the state abbreviation and N N is the number) 70 Second Party s Name In this field, ESPs can enter the second party s name (in cases of multiple purchasers) 71 Second Party s SSN In this field, ESPs can enter the social security Number or Employer ID Number of the second party. 72 Second Party s DL State/Number In this field, ESPs can enter the drivers license number of the second party (Format is SSNNNNNNNNNNNN where SS is the state abbreviation and N N is the number). 73 Sender ID In this field, ESPs can enter the ticker symbol for the entity sending the DASR. ESPs should note that in DASR response messages sent by SCE, this field will contain the ticker symbol SCE. 74 Receiver ID In this field, ESPs can enter the ticker symbol for SCE if the ESP is sending the DASR to SCE. ESPs should note that in DASR response messages sent by SCE, this field will contain the ticker symbol for the sender as entered in Field 73 of the DASR sent originally to SCE. 75 Pending ESP ID In this field, ESPs can enter the ticker symbol for the ESP who will become the electric service provider. C 1 R C 1 R I 9 O I 9 R I 9 R C 9 O C 14 O C 30 O C 9 O C 14 O 11