Reporting Metric Template - DOC by banter

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   DISTRIBUTOR PERFORMANCE METRICS
                 V1.3

EUB DIRECTIVE 012: ALBERTA TARIFF BILLING
               CODE (V1.4)
      <Provide: Quarter Ending (i.e. Q3, 2008)
             Market Participant Name
                 Submission Date>
<Company Name>                                                                                               <Quarter Ending (i.e. Q3, 2008)>


TABLE OF CONTENTS
1. DISTRIBUTOR – PERFORMANCE METRICS ................................................................................. 2
  1.1 CURRENCY OF TARIFF BILL F ILE CONTENT .................................................................................. 2
  1.2     FILE COMPLETENESS ................................................................................................................ 4
  1.3     INVALID FILE REJECTIONS .......................................................................................................... 6
  1.4     INVALID FILE DISPUTES.............................................................................................................. 8




1 • Distributor Performance Metrics (EUB Directive 012)
<Company Name>                                                                                                      <Quarter Ending (i.e. Q3, 2008)>



1. DISTRIBUTOR PERFORMANCE METRICS
1.1       Currency of Tariff Bill File Content
      Measure: Percentage of all sites with a site production reason code of “2020 – Regular Bill Cycle” published
      in original tariff bill files, where the number of business days from the current bill period end date for each site
      to the tariff bill file date created is less than or equal to 8 business days.1
      Reporting Period: <Please state the Quarter Ending (i.e. Q3, 2008)>

      Target Metric: 95.0%
      Actual Results: <Must be recorded and displayed as per the table below>

      Time            Distributor ID           Target        Actual            Variance*            Compliant
      Period                                                                                        (Y=Yes/N=
                                                                                                    No)
      Month1          0020                      95.0%           94.0%               -1.0%               N
      Month2          0020                      95.0%           96.0%               +1.0%               Y
      Month3          0020                      95.0%           98.0%               +3.0%               Y
      Quarter         0020                      95.0%           96.0%               +1.0%               Y

      * Variance will need to be included in the explanation of results section and must represent the difference
      between the target and actual performance (i.e. if target is a percent, represent variance as a percent; if target
      is a count, represent the variance as a count. Negative variance represents under performance; Positive
      variance represents over performance.)

      NOTE: Provide supporting data for the table above using the Excel Workbook Template that describes
      detailed data submission requirements and formatting that must be followed before submitting to the EUB.




1
  Distributors are exempt from including sites belonging to a seasonal bill cycle (i.e. irrigation) and sites dependent on transmission tariff
information from the ISO when reporting their performance for this metric.
2 • Distributor Performance Metrics (EUB Directive 012)
<Company Name>                                                                                              <Quarter Ending (i.e. Q3, 2008)>




                                                                    Currency of Tariff Bill File Contents
                                                          99.0%

                                                          98.0%

                                                          97.0%




                                    Percentage of Sites
                                                          96.0%

                                                          95.0%

                                                          94.0%

                                                          93.0%

                                                          92.0%
                                                                  Month1    Month2        Month3      QTR
                                                                           Tim e Period




Explanation of Results:

    Month 1

    <Please provide appropriate commentary to include but not limited to the following:

             Reason for variance

             Issues encountered

             Trending/patterns/month to month comparison by distributor

             Actions taken by distributor to remedy issues.>

    Month 2 <Refer to above comments>

    Month 3 <Refer to above comments>

    Quarter <Refer to above comments>

    Year-End Review (applies to 4th Quarter report)

    <Commentary regarding year end performance>
    Comments:

    <General comments on reporting template modifications/manual intervention>




3 • Distributor Performance Metrics (EUB Directive 012)
<Company Name>                                                                                                      <Quarter Ending (i.e. Q3, 2008)>


1.2       File Completeness
      Measure: Percentage of all sites assigned to bill cycles transmitted in original tariff bill files with a site
      production reason code of “2020 – Regular Bill Cycle” on their scheduled tariff bill file publish date as stated
      in the tariff bill calendar file.2
      Reporting Period: <Please state the Quarter Ending (i.e. Q3, 2008)>

      Target Metric: 98%
      Actual Results: <Must be recorded and displayed as per the table below>

      Time            Distributor ID           Target        Actual            Variance*            Compliant
      Period                                                                                        (Y=Yes/N=
                                                                                                    No)
      Month1          0020                      98.0%           96.0%               -2.0%               N
      Month2          0020                      98.0%          100.0%               +2.0%               Y
      Month3          0020                      98.0%           98.0%                0.0%               Y
      Quarter         0020                      98.0%           98.0%                0.0%               Y

      * Variance will need to be included in the explanation of results section and must represent the difference
      between the target and actual performance (i.e. if target is a percent, represent variance as a percent; if target
      is a count, represent the variance as a count. Negative variance represents under performance; Positive
      variance represents over performance.)

      NOTE: Provide supporting data for the table above using the Excel Workbook Template that describes
      detailed data submission requirements and formatting that must be followed before submitting to the EUB.




2
  Distributors are exempt from including sites belonging to a seasonal bill cycle (i.e. irrigation) and sites dependent on transmission tariff
information from the ISO when reporting their performance for this metric.
4 • Distributor Performance Metrics (EUB Directive 012)
<Company Name>                                                                                            <Quarter Ending (i.e. Q3, 2008)>




                                                                            File Com pleteness
                                                          100.0%


                                                          99.0%




                                    Percentage of Sites
                                                          98.0%


                                                          97.0%


                                                          96.0%


                                                          95.0%


                                                          94.0%
                                                                   Month1    Month2        Month3   QTR
                                                                            Tim e Period




Explanation of Results:

    Month 1

    <Please provide appropriate commentary to include but not limited to the following:

             Reason for variance

             Issues encountered

             Trending/patterns/month to month comparison by distributor

             Actions taken by distributor to remedy issues.>

    Month 2 <Refer to above comments>

    Month 3 <Refer to above comments>

    Quarter <Refer to above comments>

    Year-End Review (applies to 4th Quarter report)

    <Commentary regarding year end performance>
    Comments:

    <General comments on reporting template modifications/manual intervention>




5 • Distributor Performance Metrics (EUB Directive 012)
<Company Name>                                                                               <Quarter Ending (i.e. Q3, 2008)>


1.3       Invalid File Rejections
      Measure: Count of TRN (reject) transactions produced by a distributor per retailer per calendar month.
      Reporting Period: <Please state the Quarter Ending (i.e. Q3, 2008)>

      Target Metric: 0 TRN (reject) transactions per retailer per calendar month.
      Actual Results: <Must be recorded and displayed as per the table below>

      Time          Distributor ID         Retailer ID    Target   Count**     Variance*** Compliant
      Period*                                                                              (Y=Yes/N=No)
      Month1        0020                    999999999       0         2             -2           N
      Month1        0020                    999999997       0         2             -2           N
      Month2        0020                    999999998       0         2             -2           N
      Month3        0020                    999999999       0         2             -2           N
      Month3        0020                    999999998       0         3             -3           N
      Month3        0020                    999999997       0         3             -3           N
      Quarter       0020                    999999999       0         4             -4           N
      Quarter       0020                    999999998       0         5             -5           N
      Quarter       0020                    999999997       0         5             -5           N

      * Disclose unique combinations of Time Period and Retailer ID.

      ** Report only the occurrences of TBRs (i.e. do not report 0 counts).

      *** Variance will need to be included in the explanation of results section and must represent the difference
      between the target and actual performance (i.e. if target is a percent, represent variance as a percent; if target
      is a count, represent the variance as a count. Negative variance represents under performance; Positive
      variance represents over performance.)

      NOTE: Provide supporting data for the table above using the Excel Workbook Template that describes
      detailed data submission requirements and formatting that must be followed before submitting to the EUB.




6 • Distributor Performance Metrics (EUB Directive 012)
<Company Name>                                                                                             <Quarter Ending (i.e. Q3, 2008)>




                                                                   Invalid File Rejections

                                                   6


                                                   5

                          Total TBR Transactions
                                                   4


                                                   3

                                                   2

                                                   1

                                                   0
                                                       999999999         999999998             999999997
                                                                          Retailer
                                                              Month1   Month2   Month3       QTR




Explanation of Results:

    Month 1

    <Please provide appropriate commentary to include but not limited to the following:

             Reason for variance

             Issues encountered

             Trending/patterns/month to month comparison by distributor

             Actions taken by distributor to remedy issues.>

    Month 2 <Refer to above comments>

    Month 3 <Refer to above comments>

    Quarter <Refer to above comments>

    Year-End Review (applies to 4th Quarter report)

    <Commentary regarding year end performance>
    Comments:

    <General comments on reporting template modifications/manual intervention>




7 • Distributor Performance Metrics (EUB Directive 012)
<Company Name>                                                                               <Quarter Ending (i.e. Q3, 2008)>


1.4       Invalid File Disputes
      Measure: Count of TBD transactions that have been rejected by a distributor per retailer per calendar month.
      Reporting Period: <Please state the Quarter Ending (i.e. Q3, 2008)>

      Target Metric: 0 rejected TBDs per retailer per calendar month.
      Actual Results: <Must be recorded and displayed as per the table below>

      Time          Distributor ID         Retailer ID    Target   Count**     Variance*** Compliant
      Period*                                                                              (Y=Yes/N=No)
      Month1        0020                    999999999       0         2             -2           N
      Month1        0020                    999999997       0         2             -2           N
      Month2        0020                    999999998       0         2             -2           N
      Month3        0020                    999999999       0         2             -2           N
      Month3        0020                    999999998       0         3             -3           N
      Month3        0020                    999999997       0         3             -3           N
      Quarter       0020                    999999999       0         4             -4           N
      Quarter       0020                    999999998       0         5             -5           N
      Quarter       0020                    999999997       0         5             -5           N

      * Disclose unique combinations of Time Period and Retailer ID.

      ** Report only the occurrences of TBDs (i.e. do not report 0 counts).

      *** Variance will need to be included in the explanation of results section and must represent the difference
      between the target and actual performance (i.e. if target is a percent, represent variance as a percent; if target
      is a count, represent the variance as a count. Negative variance represents under performance; Positive
      variance represents over performance.)

      NOTE: Provide supporting data for the table above using the Excel Workbook Template that describes
      detailed data submission requirements and formatting that must be followed before submitting to the EUB.




8 • Distributor Performance Metrics (EUB Directive 012)
<Company Name>                                                                                                  <Quarter Ending (i.e. Q3, 2008)>




                                                                          Invalid File Disputes
                                                          6


                                                          5




                                 Total TBD Transactions
                                                          4


                                                          3


                                                          2

                                                          1


                                                          0
                                                              999999999        999999998            999999997
                                                                                Retailer
                                                                    Month1   Month2   Month3      QTR




Explanation of Results:

    Month 1

    <Please provide appropriate commentary to include but not limited to the following:

             Reason for variance

             Issues encountered

             Trending/patterns/month to month comparison by distributor

             Actions taken by distributor to remedy issues.>

    Month 2 <Refer to above comments>

    Month 3 <Refer to above comments>

    Quarter <Refer to above comments>

    Year-End Review (applies to 4th Quarter report)

    <Commentary regarding year end performance>
    Comments:

    <General comments on reporting template modifications/manual intervention>




9 • Distributor Performance Metrics (EUB Directive 012)

								
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