TX SET Meeting

December 11-12, 2000

 

Agenda

Service order workshop request and inclusion in the 650

 

Issues/Questions:

·        How can the TDSP tie disconnects and re-connects together?  Will the original transaction reference number be included on the re-connect even though it is a separate service order?  (BGN06)  Always, when?  Based on what?

·        Which Transactions can be cancelled? (BGN06)

·        Which transactions can be updated? (BGN06)

·        Can we specify/recommend a standardized structure for the name fields (Last, First Middle) or something? (N102)

·        Will Customer Name and Contact Name be required? (N102, PER02)

·        Is phone number (for customer contact) required or conditional? (PER04)

·        Why is the Service Address required?  The TDSP will not load the data, is there really a value to sending it? (N3, N4)

·        For the Meter Number, can a request for all meters to be read be accomplished by putting “ALL” in the Meter number field or some other way?  (REF~MG)

·        Is Out of Cycle Read and Non-standard Date the same thing?   Don’t these need to be combined?  Will some requests need a re-bill (high bill) and others not need re-bill (read needed for air-conditioning repair person)?  Can we remove Non-standard?

·        Need to define Priority codes (YNQ)

·        Can disconnect location be worked into the priority code solution?

·        Pole Number for lighting – Conditions and put gray box under directions.

·        Should “not before time” be a specific field or included in comments (DTM~843 or MTX)

·        Review codes for the REF segments describing the details of the 8 categories on p.11 (Tactica document).

·        Are there any comments that are required on the request or the response?

·        Is Customer Name, Service Address or Contact Info necessary on a response?

·        Is there a need for alternative location in disconnect unexecuted considering we only can ask for standard or premium?

·        Can Meter Maintenance Category B be included in Facilities Investigation?

·        Include completion data and time for all completed service orders (ex. completed unexecuteable at 12:00 on 11/21 because of bad dog), the TDSP may want the time/date for dispute resolution?

·        Removed Alternate location – is there a need to keep it?

·        Can “Meter Test” a separate category?  Can we move tampering to Meter Maintenance category A?  Remove meter maintenance Category B

·        Proposal:  Category A  - remove this category

·        Proposal:  Category B – remove this category

·        Proposal:  Facilities Investigations - include crossed meters and possible damage (move from category B).

·        Proposal: “Meter Test” in a separate category under Facilities Maintenance

·        Proposal:  Install lock-band, remove lock band, meter based angle adapter “elbow”, dual socket adapter, verify meter data and tampering suspected to Meter Maintenance. (There are cases when the TDSP expects the customer to call for certain requests, tampering is not a phone call that the TDSP expects to receive from the customer.)

·        Assumption:  A priority code is always “required” (1 for standard service, 2 for priority – or whatever is decided)

·        Purpose codes need to be echoed back on response, required for both requests and responses.

·        On the responses to requests for multiple meter re-reads, how can we tie the meter number to the read that is associated with it? 

___________________________________________________________________________________________________

650(01) Request (Requests and Updates to Original Request)

___________________________________________________________________________________________________

Request Types:

·      Original Request

·      Update or Change Original

·      Cancel

 

Request Categories:

Disconnect Non-pay Request

Disconnect Clearance Request

Reconnect – Non-pay Request

Reconnect – Clearance Request

Technical/Environmental Request

Out of Cycle Read Request

Re-read Process Request

Meter Exchange Request

Lighting Request

Facilities Investigation Request

Meter Maintenance Request

 

Service Order Requests:

BGN02:             Transaction Reference Number.  Required on Original, Update/Changes, Cancel transactions

BGN06:          Transaction Life Cycle #.  Used on Update/Changes or Cancel transactions “Refers to the BGN02 of the original Service Order Request.  This number will be tracked in the BGN06 through the life cycle of the Service Order Request Process”.  Gray box “BGN02” not BGN01

·     Required for request types: Reconnect for Non-Pay, Reconnect Clearance,

BGN07:             DEFINE CODES HERE

·     Disconnect (72)

·     Reconnect (79)

·     Technical Environmental (IN)

·     Read (RD)

·     Meter Exchanges (KH)

·     Lighting (AN)

·     Facilities Investigation (XZ)

·     Meter Maintenance (13)

·     Meter Test (38)

BGN08:       Add codes for “original” and “update”

N1:               Indicate Customer Name, recommended structure? Or customer name as it appears in the senders system? 

N2:               Additional Customer Name optional

PER02:        Customer contact name Required.  May be different than the Customer Name in the N1.

PER03:       Phone number, required if available (conditional).

REF~MG:  Meter Number (this REF will repeat to include all meter numbers that are being tested)

·     Required for request types: Out of Cycle Read, Meter Exchange, Meter Maintenance Test

REF~SU:    Life support – STILL UNDECIDED

REF~8X:         Transaction Category or Type.  Purpose code for Request category (List for all of the codes in the Tactica Document, p.11)

·     Valid codes for Disconnect (72):

·        REF02: DC001 - Disconnect for Non-pay

·        REF02: DC002 - Disconnect for customer Requested Clearance

·     Valid codes for Reconnect (79):

·        REF02: RC001 - Reconnect after Disconnect for Non-pay

·        REF02: RC002 - Reconnect for Customer requested Clearance

·     Valid codes for Technical Environmental (IN):

·        REF02: TE001 - Radio/TV Interference

·        REF02: TE002 - EMF

·        REF02: TE003 - PCB

·        REF02: TE004 - Audible Interference

·        REF02: TE005 - Power Quality

·        REF02: TE006 - Tree Trimming

·        REF02: TE007 - Right of Way Cut

·     Valid codes for Read (RD):

·        REF02: RD001 - Special out-of-cycle read

·        REF02: RD002 - Re-read

·        Valid codes for Meter Exchanges (KH):

·        REF02: ME001 - Exchange with AMR

·        REF02: ME002 - Exchange with OMR

·        REF02: ME003 - Exchange with IDR

·        REF02: ME004 - Exchange with TOU

·        REF02: ME005 - Exchange with Demand Meter

·        REF02: ME006 - Exchange with kVAR Meter

·        REF02: ME007 - Exchange with kWh

·        REF02: ME008 - Exchange with Electrical Pulse Metering

·        REF02: ME009 - Exchange (like for like)

·        REF02: ME010 - Upgrade

·        REF02: ME011 - Damaged

·        REF02: ME012 - Dead Meter

·     Valid codes for Lighting (AN):

·        REF02: LT001 - Security Light/Guard Light

·        REF02: LT002 - Street Light w/ESI ID

·     Valid codes for Facilities Investigation (XZ):

·        REF02: FI001 - Relocation of Service

·        REF02: FI002 - Relocation of Facilities

·        REF02: FI003 - Plan Review

·        REF02: FI004 - Dead Animal

·        REF02: FI005 - Transformer Open

·        REF02: FI006 - Fire Ants

·        REF02: FI007 - Wire

·        REF02: FI008 - Pole

·        REF02: FI009 - Transformer

·        REF02: FI010 – Crossed Meters

·        REF02: FI011 – Possible Damage

·     Valid codes for Meter Maintenance (13):

·        REF02: MM001 - Install Lock-band

·        REF02: MM002 - Remove Lock-band

·        REF02: MM003 - Meter based Angle Adapter “elbow”

·        REF02: MM004 - Dual Socket Adapter

·        REF02: MM005 - Verify meter Data

·        REF02: MM006 - Tampering Suspected

·     Valid codes for Meter Test (38):

·        REF02: MT001 - Meter Test

YNQ09:       CAL - Call Ahead Question 

·     Required.  This requires PER03 to be populated.

·     Conditional if Customer Requires a call before work is performed

·        Conditional for request types: Disconnect for Clearance,  Reconnect Clearance, Technical/Environmental, Out of Cycle Read, RE-read Process, Non-standard date Re-test, Meter Exchange, Facilities Investigation, Meter Maintenance Test

YNQ09:       PDL - Premium Disconnect Location:  Will the requester pay for a premium disconnect? 

·     Required.

DTM~211: Date Requested

·     Required for request types: Disconnect for Non-pay, Disconnect for Clearance, Reconnect for Non-Pay, Reconnect Clearance, Out of Cycle Read

·     Conditional for request types: Lighting, Facilities Investigation, Technical/Environmental, Meter Maintenance Test, Meter Exchange

REF~PH:                     Priority Code  - PRIORITY CODES NEED TO BE DEFINED (1=standard, 2=priority), based on TDSP tariffs

·     Required for request types: Disconnect for Clearance, Reconnect for Non-Pay, Reconnect Clearance, Out of Cycle Read, Re-read Process, Non-standard Date Request, Facilities Investigation

·     Conditional for request types: Meter Maintenance Test

DTM~843: Not Before Time.  Gray box to indicate instructions

·        Required if applicable.

·        Conditional for request types: Disconnect for Clearance

MTX~ACC: Directions (Access Instructions) – 80 characters max

·     Conditional for all request types, required if directions add value.

MTX~RPT:                     Consumer Comments (Report Remarks) – 80 characters max.  

·     Required for request types: Facilities Investigation

·     Conditional for request types: Disconnect for Non-pay, Disconnect for Clearance, Reconnect for Non-Pay, Reconnect Clearance, Technical/Environmental, Out of Cycle Read, Re-read Process, Non-standard Date Request, Meter Exchange, Lighting, Meter Maintenance Test

 

Required fields on Request:

·        Transaction Reference Number

·        ESI ID

·        Service Order Type

·        Utility Name & DUNs

·        REP Name & DUNs

·        Customer Name

·        Service Address Street

·        Service Address City & State

·        Service Address Zip

·        Customer Contact Name

·        Contact Phone #

 

Changes on request:

Changed Non-standard date to “required” in the date requested DTM~121 on .xls.

Changed Facilities Investigation date to “conditional” in the date requested DTM~121 on .xls.

Changed Technical/Environmental date to “conditional” in the date requested DTM~121 on .xls.

Changed Meter Maintenance Test date to “conditional” in the date requested DTM~121 on .xls.

Changed Meter Exchange date to “conditional” in the date requested DTM~121 on .xls.

MTX segments limited  to 80 characters each

Service Order Number conditional for al Responses “Required if issued”

Change Transaction reference number and lifecycle number to be “required” for all responses?

___________________________________________________________________________________________________

650(02) Response (Completion, Change or Cancel Response) - based on the old 650_03  from 10/20/00

___________________________________________________________________________________________________

Response Types:

·        Reject

·        Completed unexecuteable

·        Completed as requested

 

Response Categories (renamed):

Disconnect for Non-pay Response - Competed

Disconnect for Non-pay Response – Unable to Complete (not generated from re-connect)

Disconnect for Non-pay Response – Was never disconnected – reconnect request received

Unable to do work within the time Window

Disconnect Clearance Response - Competed

Disconnect Clearance Response – Unable to Complete

Reconnect – Non-pay Response - Competed

Reconnect – Non-pay Response – Unable to Complete

Reconnect – Clearance Response - Competed

Reconnect – Clearance Response - Unable to Complete

Technical/Environmental Response - Competed

Technical/Environmental Response – Unable to Complete

Out of Cycle Read Response - Competed

Out of Cycle Read Response – Unable to Complete

Re-read/Potential Error Response - Competed

Re-read/Potential Error Response – Unable to Complete

Meter Exchange Response - Competed

Meter Exchange Response – Unable to Complete

Lighting Response - Competed

Lighting Response – Unable to Complete

Facilities Investigation Response - Competed

Facilities Investigation Response – Unable to Complete

Meter Maintenance (category A) Response - Competed

Meter Maintenance (category A) Response – Unable to Complete

 

Response Elements:

BGN06:                       Transaction Life Cycle #. Gray box “BGN02” not BGN01.

·        Required for all response types

BGN07:                       Same codes as used in the BGN07 on the 650_01

BGN08:         Add code for “Reject”(U) – we already have “completed as requested” (51) and “completed unexecutable” (9).  Completed unexecuteable requires a reason in REF~1P.  May need to add a pending status depending on the results from TAC on the Permit Issue.

REF~1P:        Reason Codes for “completed uneceuteable” in the REF02: NEED TO BE DEFINED/REVIEWED BY SERVICE ORDER GROUP.

                       Condition: When 650_01 BGN0 (72) for Disconnect. Need a code to indicate “Received Reconnect Order”

REF~7G:      Add REF code for Reason Codes  for “reject” in the REF02: NEED TO BE DEFINED/REVIEWED BY SERVICE ORDER GROUP

REF~OW:                       Utility Service Order Number

·        Required if Issued

REF~LW:                       Disconnect Location

·        Required for response types: Disconnect Non-pay

REF~??:                       Alternative Location

·        Conditional for response types: Unable to do Work within Time Window

REF~1P:                       Action Code (No Action Needed - NAC, or Follow-up Needed - FUP)

·        Required for response types: Technical/Environmental, Facilities Investigation

REF~MG:                       Meter Number

·        Required if work is performed at the Meter, excluding temporary clearance.

MEA~AF:                       Readings

·        Required if work is performed at the meter, excluding temporary clearance.

·        Required for response types: Out of Cycle Read, Re-read Process, Non-standard date request

Gray box: “Required if work performed at the meter”

·        Conditional for response types: Disconnect Non-pay, TDSP could not RR with No Customer Contact

DTM~MRR:                       Meter Reading Date

·        Required if work is performed at the number, excluding temporary clearance...

·        Required for response types: Out of Cycle Read, Re-read Process, Non-standard date request

·        Conditional for response types: Disconnect Non-pay , TDSP has Disconnected, TDSP could not RR with No Customer Contact

DTM~243:                       Actual Complete Date and Time

·        Required if Completed.

·        Required for response types: Disconnect for Non-pay, Disconnect Clearance , TDSP has Disconnected , Re-connect Clearance,  Technical/Environmental, Out of Cycle Read, Meter Exchange, Lighting, Facilities Investigation

DTM~853:                       Meter Test Date

·        Required for Meter Test.

YNQ09:        RES - Results (good/bad)

·        Required for response types: Re-read Process (Meter Test), Non-standard date request,

·        Conditional for response types: TDSP could not RR with No Customer Contact

MEA~AF:                       Actual Read

·        Required for response types: Out of Cycle Read, Re-read Process, Meter Test

·        Conditional for response types: Disconnect Non-pay , Reconnect for Non-pay

MTX~RPT:                       Comments

·        Conditional.

 

Required fields on Responses:

·        Transaction Reference Number

·        ESI ID

·        Service Order Type

·        Utility Name & DUNs

·        REP Name & DUNs

___________________________________________________________________________________________________

650(03) Response (Reject Response)

___________________________________________________________________________________________________

·        Includes 1P and 7G segments for reasons.  Service Order Group needs to standardize/approve reasons for the rejected transaction.

___________________________________________________________________________________________________Lighting Discussion:

___________________________________________________________________________________________________

·        Provide list of lighting to the Service Order Group

·        Field check

·        Needs tag

·        Pole paint

·        Rate conflict investigation

·        Cut underground feed

·        Electrical fault

·        Customer request

·        Tree trim (streetlight)

·        Move facility

·        Change and replace streetlight

·        Install streetlight

·        Reconnect streetlight

·        Lights out

·        Dim light

·        Light hanging

·        Lights in vicinity out

·        Pole leaning

·        Light on all-day

·        Light goes on and off

 

___________________________________________________________________________________________________Other:

___________________________________________________________________________________________________

 

814 Issues/ David (AC)

·        Three REF segments added by AC – the 814_14 (Drop to POLR to POLR) and 814_22:

REF~AQ – distribution loss code, REF~PRT (in NM1 loop), REF~SPL Station ID

·        814_08 life cycle number – refers to the BGN02 of the 814_01 or 814_16 will be tracked in the BGN06 of the 814_08.

·        Southwest Power Pool – instead of “Southern” –814_04, 814_05, 814_20

 

Other

·        Is there a transaction needed to change an existing service order request?  No, make this part of the 650_01.

·        A “reconnect request” would cancel a pending “disconnect for non-pay.”

·        Unresolved Issue: How will the TDSP cancel a Service Order?  Can the TDSP update/change the status of and existing service order request?

 

Next Meetings

·        January 10-12, Wednesday @1:00, Thurs 8:30-5:00, Friday 8:30-12:30 hosted by Entergy in Austin.  Location to be determined.

 

Attachments:

Meeting Minutes 12/11-12/00

 

Attendees:

Larry Shields                        Xcelenergy                          Rohni Patel                      Reliant

Jill Prince                             TXU                                     Heidi Schrab                   Reliant

BJ Flowers                           TXU                                     Mike McCarty                               ERCOT                              

Cary Reed                            AEP                                     Sharon Polliard                 AEP

Johnny Robertson                              TXU                                     Susan Neel                      Reliant                                 

Kim Wall                             Green Mountain                             Nancy Hetrick                  Enron

Bruce White                         TXU                                     Malia Blaine                    TXU

Fred Plett                            Logica                                  Dave Robeson                              Entergy

Aundrea Williams                Reliant