Bulk Sale Incentive for Large Industrial Customers (The Offer Pilot Programme) : Customer journey

Transcription

1 Bulk Sale Incentive for Large Industrial Customers (The Offer Pilot Programme) : Customer journey Date xx Presented by: xx

2 Step by step customer journey ( 1) Eskom launches the programme. 1 At The pilot programme will be limited to Eskom Top Customers and customers of similar size in Municipal areas, with the following method to market used: Top Customers Forum Energy Intensive User Group s and customer visits 2 Receive Application 3 Customer completes application form (using rules, template and contract template) and submits to Eskom the launch, the following will be available: Programme rules (Appendix A) Application Form (Appendix B) Contract Template (Appendix C) Eskom PM pre-screens The Eskom PM receives printed and electronic copies of the application (online application to be investigated) and prescreen for completeness, accuracy and compliance to rules.

3 Step by step customer journey ( 2) 4 Baseline toolkit as input resource to PM The Project Manager completes a Baseline Toolkit with the customer. 5 Customer provides input into the process/toolkit calculation 6 Eskom PM adjusts baseline for DR or other exceptions as applicable. The customer / group baseline can be adjusted for historical participation in incentive programmes 7 Customer provides input into the process / adjustment calculation

4 Step by step customer journey ( 3) 8 9 The Project Manager signs the Programme checklists and forward the completed application to the Secretariat of the Evaluation Committee Acknowledge receipt to the Project Manager and Customer. 10 Prepare/submit Submission Pack Eskom PM completes submission pack and submits to Eskom Evaluation Committee. This will consist of: Signed Programme Checklist Proof of paid electrical bill Proof of vendor registration Signed baseline and growth targets Presentation Customer details Profiles Adjustments Incentive and contract values Risks Resolution required

5 Step by step customer journey ( 4) Evaluate Application 11 The Evaluation Committee will convene as specified in their Terms of Reference. Their role will include the management of the allocated funds, approval of applications, decisions on condonable events and arbitration of any other contentious issues. The Secretariat combines all applications received and creates a combined presentation, which includes a summary, for the Evaluation Committee. The committee approves or rejects applications based on: Start date (how quick to start) Size of growth Evaluation of risk Budget allocation The Committee receives all accepted contracts and adjust the balance of allocated funds. Rejected contracts are reviewed and funds re-allocated. 12 Compile and submit Contract Eskom PM completes contract template with customer details and details from approved submission The contract template will be updated with customer details, contract value and duration of contract. 13 Customer signs contract 14 The approved baseline and growth targets are attached as appendices to the contract.

6 Step by step customer journey ( 4) Eskom PM submits signed contract to Evaluation Committee for record keeping; Eskom PM establishes data monitoring interface with customer; Eskom PM creates performance tracking baseline and growth target for contract period (using performance tracking template) The signed contract is submitted to the Secretariat of the Evaluation Committee for record keeping and updating of allocated funds. 17 Eskom PM setup a MV90 script to receive half hourly data from the Customer on a monthly base. The performance tracking template is populated with the approved baseline usage and growth targets (performance tracking template available as input resource to PM)

7 Step by step customer journey ( 5) 18 The Eskom PM receives monthly MV90 half hourly data and imports the data into the performance tracking template. The actual usage is measured against the baseline usage and growth targets. A standard monthly performance report is generated and shared with the customer. The report will allow the customer to adjust his usage if progress is below target Eskom PM tracks performance against baseline and growth target for contract period (using performance tracking template) Eskom PM produces standard monthly progress report and calculates incentive amount and shares with customer 20 Eskom Evaluation committee reviews rejection/objection and decides on way forward Customer rejects or accepts incentive report Customer submits formal rejection with supporting documentation

8 Step by step customer journey ( 6) 22 Eskom will assess performance on a year to date basis, allowing the customer to meet the full contractual incremental consumption within the year should they under deliver in specific quarters. The incentive amount payable will be calculated as the summation of the verified incremental consumption per TOU period multiplied by the incentive rate per TOU period for the performance quarter. Two gatekeepers must be met in order for incentive rebates to be paid: Firstly, the YTD consumption in each TOU period must exceed the baseline usage for that TOU period. Secondly, the total YTD growth must be at least 50% of the target growth. The customer can consume more incremental energy than contracted, but Eskom will only incentivise 10% over the contracted incremental consumption target. Excess energy consumed above the 10% threshold level will be charged at the customer s standard tariff, but will be included in future YTD calculations.

9 Step by step customer journey ( 7) 23 Submit assessment report to customer The Project Manager will share the assessment report with the customer. 24 The customer can accept or reject the assessment report. 25 Rejected reports, with customer reasons and relevant documentation, will be evaluated and decided on by the Governance Committee. Approved Rejected

10 Step by step customer journey ( 8) Adjust bill Eskom PM adjusts the customer bill to reflect incentive amount for all approved reports After performance monitoring verification at the end of each quarter, Eskom will load the incentive onto the customers invoice as an adjustment in the next billing cycle. Incentive payments to the customer s supplied by a municipality, will be loaded onto the municipalities invoice, with the customer s account number as a reference, for re-imbursement in the next billing cycle. It is the municipality s responsibility to pass such discounts onto their customer. The Incentive payment will be shown as a separate line item on the customer s invoice. Should a customer s account go into arrears at any time during the contract period, all incentive payments will be suspended until the account is up to date Eskom PM conducts ongoing programme assessment and reports to evaluation committee The programme will continually be assessed in terms of it performance against target sales, with a possible extension of the programme. The customer receives rebate, reflected as an adjustment on their bill

11 Step by step customer journey ( 9) 30 Eskom closes programme at end of two years, unless an extension is agreed At the end of the 2020 financial year, if no extension was agreed, the programme will terminate. Notification of programme closure will be sent to all stakeholders. Prepare feedback to the business on the success and performance of programme.

12 Thank you