REP Informational Update Oncor Customer Platform Replacement

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1 REP Informational Update Oncor Customer Platform Replacement November 8, 2017

2 Deployment Notes The deployment of Oncor s Customer Platform will occur over an extended Thanksgiving holiday weekend. Oncor will hold all EDI transactions that are received during the deployment and process them at the conclusion of the outage. CRIP, as well as CHAT, will be unavailable during the conversion. REPs will not receive 997s until Oncor nears the completion of the deployment. Oncor will begin releasing response transactions through a controlled release process near the completion of the deployment, but prior to the notification of completion. The following slides show the actual time frames that each EDI transaction will be unavailable. 2

3 Move-ins (MVIs) Please utilize the market safety net process if a MVI is necessary during this timeframe. REPs are encouraged to limit the number of MVIs submitted via the safety net process to minimize the amount of reconciliation required following the extended outage. For MVIs that have already been received by Oncor with a requested date within the conversion window, the scheduled dates have been moved to Nov. 27 th. If a REP needs these to be completed on the requested date, please cancel the current MVI, submit a safety net spreadsheet on the requested date and follow-up with an EDI MVI transaction. REPs may also send 814_12 date change transactions to move the requested date to an earlier date. 3 Safety Net spreadsheets may be submitted to: contactcenter@oncor.com

4 Move-outs (MVOs) Please hold all EDI MVO transactions during this timeframe. For MVOs that have already been received by Oncor with a requested date within the conversion window, the scheduled dates have been moved to Nov. 27 th. If a customer disputes the MVO date, a REP may submit a Usage Billing Dispute via MarkeTrak to Oncor for evaluation. 4

5 Switches Please hold all EDI Switch request transactions during this timeframe. For switches that have already been received by Oncor with requested dates within the conversion window, the scheduled dates have been moved to Nov. 27 th. 5

6 Disconnects for Non-pay (DNPs) 21 st at 4:00 PM through Monday, Nov. 27 th at 7:00 Because of the holiday, DNPs are restricted from Tuesday, Nov. 21 st at 4:00 PM through Monday, Nov. 27 th at 7:00. Oncor requests REPs to discontinue sending DNPs after Monday, November 20 th. 6

7 Reconnects after DNPs (RNPs) Please hold all EDI RNP transactions and utilize the Emergency Reconnect spreadsheet if a RNP is necessary during this timeframe. Emergency Reconnect spreadsheets may be submitted to: contactcenter@oncor.com 7

8 Temporary Disconnects (TD) and Reconnects (TR) Please hold all EDI TD and TR transactions and utilize the Emergency Reconnect spreadsheet if emergency TDs and TRs are necessary during this timeframe. For emergency TDs, in the Reason field, please state Emergency Disconnect and the reason for the disconnect. For emergency TRs, in the Reason field, please state Emergency Reconnect and the reason for the reconnect. Planned TDs and TRs requested for this timeframe should be scheduled and coordinated in advance. Emergency Reconnect spreadsheets may be submitted to: 8

9 867s / 810s Not applicable 867_03 and 810_02 processing will not be affected. Oncor will send 867_03s and 810_02s for November cycle 21 beginning the evening of Tuesday, November 21 st. Oncor will resume sending 867_03s and 810_02s for the next scheduled meter reading date of Monday, November 27 th (December cycle 1) beginning the evening of Monday, November 27 th. 9

10 820s 21 st at 5:00 PM through During the conversion window, 820 s with the corresponding deposit received up to 5:00 PM on Tuesday, November 21 st will be posted in that day s business. All 820 s and deposits received throughout the conversion window will be processed starting Monday, November 27 th. Oncor will not be applying late fee penalties to payments held within the conversion window. 10

11 LSE Files LSE files during the conversion will continue to be sent daily. However, the transmittal of LSE files for usage on Wednesday, Nov. 22 nd will be delayed until Friday, Nov. 24 th. No special procedures are required. LSE files for usage on both Wednesday, Nov. 22 nd and Thursday, Nov. 23 rd will be sent on Friday, Nov. 24 th. 11

12 Switch Holds Oncor will not be able to add or remove tampering or deferred payment plan Switch Holds during this timeframe. REPs are asked to hold all requests to add switch holds. REPs may send requests to remove switch holds, and Oncor will track them manually during the conversion. Please send the requests via both the 650_01 EDI transaction and the Switch Hold Removal MarkeTrak. Please use the following language in the MarkeTrak: Request to remove [specify Tampering or Deferred Payment] Switch Hold by REP of Record during Oncor s extended outage. Daily switch hold files will not be posted to the FTP site during this timeframe. 12

13 Inadvertent Gains / Losses (IGLs) Oncor will not be able to process IGL backdated MVI transactions during this timeframe. Once Oncor resumes processing backdated MVIs, processing may be delayed up to a week in some instances. 13

14 Historical Usage Requests Monday, Nov. 27 th at 6:00 Automated historical usage request processing through CRIP and manual requests to the Contact Center will be unavailable during this timeframe. 14

15 CRIP CRIP, as well as CHAT, will be unavailable during the conversion. 15

16 Communications During the Deployment Oncor will host daily market calls beginning Monday, November 20 th through Friday, December 1 st. The calls will occur at 11:00 each day. Oncor will host additional market calls after December 1 st if needed. Conference Call#: Conference Code: Following the conversion, Oncor will likely perform system maintenance on the weekends for several months. During maintenance weekends, Oncor may not process EDI transactions. Oncor will send market notices to inform market participants of when the maintenance will occur, the duration and any procedural requirements. 16