How To Add Rate

1. Click on ‘Add Rate’ function.  
   Result:  The Add Rate screen will display.
   
   
   
   
   
2. Enter the following fields.

• Rate Code:  Required field – Rate Code is a unique identifier of the rate.  It is a total of 12 alphanumeric characters.  The first 4 characters are required to be entered and the last 8 characters are system generated

• Effective Date: Required field - The effective date of the rate is defaulted to a date 6 days from the current calendar date.  It may be changed to a date greater than the default date

• Remarks:  Optional field - Free format text may be entered to any rate code when the code is created

• Description:  Required field - Description of the rate entered at the time the rate code is created.  (40 characters – free-form text) This field may be used in the future to display on the Rate Ready bill.

RATE DETAIL

1. Next, click on ‘Rate Detail’ at the bottom of the Add Rate screen. The Rate Details screen will display and allow entry to the following fields:

1. • Charge Class:  Required field – Dropdown list box which will allow you to select the type of charge being entered
   • Charge Code:  Required field - Dropdown list box which allows you to select the charge to be entered
   • Formula ID:  Required field - Dropdown list box which allows you to select how you want the charges calculated.
   • Business Line:  Static – Defines the line of business for each charge.  This field will default to G&T – Generation and Transmission (Ohio Choice).
   • Base Type: Required field - Dropdown list box which allows you to select either regular, Stepped or Seasonal Rate
   • Rate Multiplier: Required field – This is the rate to be applied in the calculation charge. Field format allows 7 places either side of the decimal. Enter flat charge or cost per unit in dollars. Enter percent of discount as a decimal. (Enter.05 as 5%)
   • Charge Description:  Required field – Freeform text that will appear on the charge line in the provider section of the bill (40 character limit) and should describe the charge being billed

BASE TYPE

1. Select from the dropdown list box one of the following:

1. • Regular
   • Stepped
   • Seasonal

Business Type:  Stepped


 

1. Enter Step Range From and To as well as the Rate.
2. Base Type:  For this example is stepped
3. Range From:  kW or kWh beginning for the step
4. Range To:  kW or kWh ending for the step
5. Rate:  Charge

Example:  

Step 1       Range From: 0            Range To:  499    Rate  .032117

Step 2       Range From 500         Range To:  999    Rate  .030092

Step 3       Range From 1000       Range To:             Rate  .201111

BASE TYPE

Business Type:  Seasonal


 

• If Seasonal is selected, the ‘Seasonal Date Type’ field defaults to Calendar Month.
  
• Seasonal rate entry will default with 3 seasons checked.  If the user is trying to enter 2 seasons i.e., May to October and November to April - the check box for season 3 needs to be "unchecked"
  
• In the dropdown list box, select the ‘From and To’ months for each season to be entered. Complete the ‘Range From’ and ‘Range To’ and enter your rate.

1. • NOTE: Seasonal rates must cover an entire calendar year. Seasonal Rates have an additional option of adding STEPS within the Season.

RATE SUMMARY

1. Next, click on ‘Rate Summary’

This will allow a ‘reasonable check’ on the rate entered prior to approving the rate. This calculation is based on 2000 Kwh.  If this does not appear correct make modification by selecting View Details link to go back to Rate Detail screen.

2. After you have reviewed your rate, click on the Submit button. A message will display to Approve or Cancel.  

3. If you choose Cancel, a message will display confirming action and the rate entry will be deleted.

APPROVE

Once you click on ‘Approve’, no further changes can be made.

A message will display stating that the rate has been submitted.

RATE LIST

Clicking on ‘View Rates’ will allow the user to view all rates entered by user’s provider.

• NOTE:

Click on the print icon located on the right hand corner of the application to print provider entered rates.