MV-PBSItron’s Solution for Complex Billing

Keys to Efficient Billing

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� Data Integration One of the most time-consuming aspects of the ComplexBilling process is integrating billing inputs into the bill calculation engine. This is oftena manual process which often results in billing errors.

� Process Automation Processes such as data input, billing adjustmenthandling, billing validation, and troubleshooting take valuable time and resources,lengthening the time to bill

� Rate Development Tools Rate adjustments and the addition of new ratesand products often requires developmental effort to in-house billing systemsincreasing the time it takes to offer new products to customers

� Handling of Billing Events The ability to easily and accurately apply eventssuch as interruptible periods, critical peaks, system peaks, and TOU periods iscrucial for efficient and accurate billing for demand response programs

� Security and Auditing Full control and tracking of billing data and processesis critical to ensuring data and system security

Data Integration

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Direct Interface•MV-90 xi•Itron Enterprise Edition – Web Services•External Data Module - SQL•Custom Web Service

Batch Interface•Fixed Width and XML Formats•Manual or Automated•One-time or Frequency Driven•Custom

Data Flow Diagram

Process Automation

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Schedule Driven

•Data Exchange•Invoicing•Setup/Configuration

• Customer• Contracts• Pricing

•Reporting• Audit Reports• Environment Reports• Statistics Reporting

Invoice Driven

•Data Exchange•Bill Validation•Invoice Approval•Bill Correction/Adjustments•Reporting

• Invoice Reports• Exception Reports• GL/AR Transactions• Report Delivery

MV-PBS invoicing can be automated to run on bill cycles defined in MV-PBS or MV-90xi or invoicing can be “triggered” by an external system or process or by a combinationof trigger events and invoice processing conditions.

Rate Development Tools

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Billing Events

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• Event interface allows events to be defined andviewed

• Events can be entered manually orautomatically by batch

• Events are references by formula calculator toapply logic to data during event

MV-PBS Security

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Application• Allows Advanced GUI Security Control• Allows Control over for Access to Specific Menu Items and Data Fields• Groups can be Created for Common Settings

User Security• Database User ID is Used to Logon to the Client Application

• Database Security Roles are Used to Grant Access to Users

• Database Passwords are Encrypted in the Database

• Database Passwords can be Configured to Periodically Expire

MV-PBS Auditing

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Track Changes to:• Contracts• Customer Parameters• Products• Pricing• Rate Schedules

Track Changes by:• User ID• Change Date• Activity: Add, Delete, Modify• Original Data Value• Revised Data Value

Reporting

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Billing Reports•Customer Invoice Reports•BD and Product Item HistoryReports•BD Interval Reports•BD Summary Reports•Financial Summary Reports•Settlement Reports•YTD Revenue and Sales Reports

System/Environment Reports•Interface Reports•Exception and Error Reports•Process Failure Reports•Audit Trail Reports•Customer and Contracts SetupReports•Rate Schedule Setup Reports•Events Reports

MV-PBS also supports custom reports developed using Crystal Reports. Customreports, whether developed by Itron or in-house can be fully integrated into theapplication with the same scheduling and automation functionality of standardreports.

Complex Billing with MV-PBS

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- Usage, Pricing, and Events DataRetrieved On-Demand

- Complete or Flexible Degrees ofAutomation

- Rate Configuration Performedby Bill Analyst

- Adjustments AutomaticallyApplied to Future Invoices

- Full Range of Packaged Reportsas well as Report Customization

- Auditing and Security Controlsto Ensure SarbOx Compliance

- Billing Inputs Manually KeyedInto Spreadsheet

- Manual Invoice Generation,Validation, Acceptance, andDistribution

- Rate Configuration RequiresDevelopment Resources

- Adjustments Applied Manuallyas Additional Line Items

- Little to No ReportingFunctionality

- Limited Auditing, Security, orBuilt-in Controls

Old Complex Billing Process Complex Billing with MV-PBS

MV-PBS– Data ModelCalculation

Logic

Tariff-SpecificPricing

Service Product orTariff Offering

(i.e. “Large GeneralService – Primary

Voltage”)

Customer ServiceContract

Special Terms &Conditions

Customer andAccount

Information

Invoice Information:Charges / Determinants /

Status

MV-PBS Entity HierarchyCustomer

Contract 1 Contract 2 Contract 3

Rate Schedule 1 Rate Schedule 2 Rate Schedule 3

Energy Product 1

Demand Product 1

Energy Product 2 Report Product

Demand Product 2 Demand Product 3

Misc. Charges Product

Energy PMF•Price Matrix A•Price Matrix B•Price Matrix C

Demand PMF•Price Matrix A•Price Matrix B•Price Matrix C

Misc. PMF•Price Matrix A•Price Matrix B•Price Matrix C

Customer Detail/Contracts

Contact Detail/ParametersRate Schedule

Rate Schedule Details PMFAssignments

BillingDeterminantsCalculation Logic

Prices

Examples of Rate Types Deployed

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• Electric, Gas, Steam• Simple Energy and Demand Using Intervals and Meter

Reads• TOU, Energy and Demand Blocks• Complex Ratchets• Contract Terms (Contract Minimums, etc.), Unique Customer

Specific Terms• RTP and Index Pricing• Interruptible / Curtailment Rates and Riders• Cogen / Participation Contracts• Threshold Billing• Transmission Bands (Imbalance Charges)• Demand-Free Periods

Typical Implementation Schedule

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MV-PBS Implementations

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Customer Billing & Financials Interfaces In Production Since

Progress Energy Anderson One 1998

Portland General & Electric CIS 1998

Baltimore Gas & Electric Billing determinates export 1999

CLECO Price Waterhouse 1999

Nebraska Public Power District Banner & SAP Financials 1999

East Kentucky Power Cooperative None 1999

EPCOR CIS 2000

Westar Energy Custom CIS 2000

Hydro One Anderson One 2001

PacifiCorp SAP 2001

Great River Energy Custom CIS 2003

EPCOR Merchant & Capital (EMC) Oracle Financials & Siebel CRM 2005

Manitoba Hydro Banner 2006

Xcel Energy Peace 2006

Los Angeles Dept of Water & Power Custom CIS 2007

Sunflower Electric Power Cooperative Oracle Financials 2007

Wabash Valley Power Association Lawson 2009

Central Electric Power Cooperative, Inc. Custom CIS In Progress

Hoosier Energy In Progress

Questions?

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Malcolm GreenMV-PBS Product Manager919-582-1162 (Office)919-637-8281 (Mobile)malcolm.green@itron.com