REQ.24.4.1 Enrollment in Demand Response Programs Process Flow

1
REQ.24.4.1 Enrollment in Demand Response Programs
Process Flow
Engineering Firm
Retail Customer receives Authorization
reviews (24.3.2.4)
Retail Customer
1
Retail Customer negotiates with DSP (24.3.2.4.1.3)
Demand Response Service Provider (DRSP)
Yes
DRSP re-evaluates Authorization
form (24.3.2.4.1.3)
DRSP creates or revises Authorization sends to
Retail Customer for signature (24.3.2.2, 24.3.2.3
24.3.2.4.1.5)
DRSP enters negotiation (24.3.2.4.1.3)
DRSP identifies prospective client (24.3.2.2)
Yes
2
No
No Further Action
No
Distribution Company
2
REQ.24.4.1 Enrollment in Demand Response Programs
Process Flow
Engineering Firm
Retail Customer fills in signs Authorization
sends to DRSP (23.3.2.4.2)
Yes
1
Retail Customer
Retail Customer receives letter from
DRSP (24.3.3.2)
No
Retail Customer returns rejected Authorization to
DRSP (24.3.2.4.1)
Receives rejected Authorization
re-evaluates (24.3.2.4.1.1)
Yes
DRSP receives Authorization confirms Retail
Customer not a client of another DRSP (24.3.3.1)
DRSP sends letter to Retail Customer that
unable to help (24.3.3.2)
Demand Response Service Provider (DRSP)
No
Yes
No
DRSP sends Customer Information Request to
Distribution Company (24.3.3.3 24.3.3.4)
No Further Action
2
Distribution Company
Receives Customer Information Request (24.3.3.5)
3
3
REQ.24.4.1 Enrollment in Demand Response Programs
Process Flow
Engineering Firm
Retail Customer
Retail Customer receives letter from
DRSP (24.3.3.6.1)
Retail Customer receives letter from
DRSP (24.3.3.5.1.1)
DRSP notifies Retail Customer that unable to
help (24.3.3.5.1.1)
Demand Response Service Provider (DRSP)
Sends a letter to Retail Customer that DRSP
cannot help (24.3.3.6.1)
Receives necessary data performs quick
assessment (24.3.3.5.2 24.3.3.6)
No
DRSP receives rejection notice (24.3.3.5.1)
4
Yes
Distribution Company
Distribution Company compiles necessary data
sends to DRSP (24.3.3.5.2)
Distribution Company sends rejection
notice (24.3.3.5.1)
No
3
Yes
4
REQ.24.4.1 Enrollment in Demand Response Programs
Process Flow
Engineering Firm
Receives request for assessment (24.3.3.7)
Performs in-depth site assessment sends to
DRSP (24.3.3.8 24.3.3.8.1)
7
Retail Customer
Receives notification that DRSP unable to
help (24.3.3.9.1)
Retail Customer receives contract
reviews (24.3.3.10)
5
Demand Response Service Provider (DRSP)
Sends request for assessment to engineering
firm (24.3.3.7)
Notifies Retail Customer that unable to
help (24.3.9.1)
Receives in-dept Assessment (24.3.3.8
24.3.3.8.1)
Yes
No
DRSP sends contract or revised contract to Retail
Customer (24.3.3.9.2, 24.3.3.9.2.1, 24.3.3.6.3
24.3.3.10.2.2)
4
Yes
6
No
Distribution Company
5
REQ.24.4.1 Enrollment in Demand Response Programs
Process Flow
Engineering Firm
7
8
Retail Customer
Retail Customer signs contract sends to
DRSP (24.3.3.10.3)
Yes
5
Retail Customer rejects contract (24.3.3.10.1)
No
6
Receives signed contract (24.3.3.10.3)
Demand Response Service Provider (DRSP)
Yes
Receives contract rejection opens negotiation
with Retail Customer (24.3.3.10.2)
Sends Enrollment Request to Distribution
Company (24.3.3.11, 24.3.3.12 24.3.3.13)
No
No further action (24.3.3.10.2.1)
Distribution Company
Distribution Company receives Enrollment
Request (24.3.3.11, 24.3.3.12 24.3.3.13)
9
6
REQ.24.4.1 Enrollment in Demand Response Programs
Process Flow
Engineering Firm
8
11
Retail Customer
Retail Customer receives Enrollment Confirmation
begins preparation to comply with its
contract (24.3.3.20 24.3.3.21)
Demand Response Service Provider (DRSP)
DRSP receives Enrollment Confirmation, updates
is information system, and notifies Retail
Customer (24.3.3.20)
Distribution Company sends Enrollment
Confirmation (24.3.3.15 24.3.3.19)
Distribution Company
Distribution Company enrolls Retail
Customer (24.3.3.15)
Yes
9
No
Distribution Company sends Enrollment
Rejection (24.3.3.16, 24.3.3.17 24.3.3.18)
10
Yes
No
7
REQ.24.4.1 Enrollment in Demand Response Programs
Process Flow
Engineering Firm
16
Yes
Engineering firm requests payment for in-depth
assessment (24.3.4.1 24.3.4.1.1)
Engineering firm receives rejection notice
re-evaluates (24.3.4.3 24.3.4.7)
11
No
No further action
Retail Customer
Retail Customer receives notification (24.3.3.22)
DRSP sends rejection notice to the engineering
firm (24.3.4.3)
Demand Response Service Provider (DRSP)
DRSP receives Enrollment Rejection and notifies
Retail Customer that unable to help (24.3.3.22)
No
DRSP receives request for payment from
engineering firm (24.3.4.1 24.3.4.1.1)
Yes
12
Distribution Company
10
8
REQ.24.4.1 Enrollment in Demand Response Programs
Process Flow
Engineering Firm
15
16
Engineering Firm receives payment (24.3.4.4.2)
Retail Customer
DRSP authorizes payment sends to Engineering
Firm (24.3.4.4.2 24.3.4.6.1.1)
Demand Response Service Provider (DRSP)
No
No
Yes
14
No
12
DRSP initiates dispute resolution (24.3.4.6.1.2)
Yes
Receives payment rejection re-evaluates the
request for payment (24.3.4.6)
DRSP sends request for payment to Distribution
Company (24.3.4.4.1 24.3.4.6.1.1)
Yes
Distribution Company
Receives request for payment evaluates
request (24.3.4.4.1)
Sends payment rejection to DRSP (24.3.4.5.2)
No
Yes
13
9
REQ.24.4.1 Enrollment in Demand Response Programs
Process Flow
Engineering Firm
15
Engineering firm receives payment (24.3.4.5.1.1)
Receives rejection notice, re-evaluates
determines corrective measures (24.3.4.7)
Engineering firm sends revised request for
payment to DRSP (24.3.4.7.1)
Retail Customer
Demand Response Service Provider (DRSP)
DRSP receives payment forwards to engineering
firm (24.3.4.5.1 24.3.4.5.1.1)
DRSP sends rejection notice to engineering
firm (24.3.4.6.2)
14
Distribution Company
Distribution Company sends payment to
DRSP (24.3.4.5.1)
Distribution Company authorizes
payment (24.3.4.5.1)
13