1. Ohio Web Portal Ohio Edison, Illuminating Company, Toledo Edison
Conference Phone: Access Code #
Supplier Webinar
• February 9, 2012

2. Web Portal - Background
Proposed to implement a web portal in response to the desire expressed by the Commission in the March 26, 2014 Retail Market Investigation (“RMI”) Order
Companies included as part of fourth Electric Security Plan (“ESP IV”) application, filed August 4, 2014
Based on FE testimony
Commission decisions in this proceeding did not modify web portal proposal
Portal Requirements
Customer Information (Customer Name, Service Address, Billing Address, )
Account Information (20-Digit EDI Enrollment Number, Account Number, Meter Number/Cycle/Type/Interval Indicator, Rate Code & Load Profile, Voltage)
Usage Information (12 months of Consumption/Demand/Interval data, Current & Future NSPL/PLC values)
Other Information (Indicators for Shopping, Budget Billing, Smart Meter, Net Metering)
Other Functionality (Need to collect and store letters of authorization for 3 years)
OH Web Portal - Supplier Update

3. SU-SR
The SU-SR method requires a web-based platform allowing for an authorized user to manually log into a secure portal, request, and receive summary & interval usage for one account number as part of a single request. The results are rendered within the web portal interface itself or exported to the user in a predefined file format.
FirstEnergy Ohio Utilities will accommodate account and meter level requests
Supplier must enter the 20 digit customer number
Unmetered accounts are not eligible
We will allow one account to be loaded at a time
These can be viewed via the web
They can also be downloaded to a CSV file
OH Web Portal - Supplier Update

4. Portal Access
Log in with user id and password:
OH Web Portal - Supplier Update

5. SU-SR
A welcome page similar to the one below will be presented when you first log in.
A link to the Portal User Guide is available from this page
Select continue to access the portal
Select the OH SU-SR transaction from the navigation menu:
OH Web Portal - Supplier Update

6. SU-SR Accessing Information
A user can access an account by entering the Customer Number:
An error message will be presented if the account information entered is not acceptable:
Error Messages:
Rejection Reason
Summary of Rejection
Missing Account Number
Input is missing 20-digits
Invalid Account
Input has 20-digits but the account is not recognized
Accounts Exists but is not Active
Account is final or has a pending move out date
Unmetered Account
Account does not have metered usage
Account Pending Active
Request was made before the move in date
Historical Usage Unavailable
No historical usage is available
OH Web Portal - Supplier Update

7. SU-SR Letter of Authorization
Once the verify button is selected, the screen below is presented.
Use the Browse feature to attach a Letter of Authorization (LOA):
The user will not be able to submit if the LOA is not attached:
*Note: An LOA must be attached each time account information is requested.
OH Web Portal - Supplier Update

8. SU-SR Information
Once submission is successful, the customers information is presented
Use download button to export file
xxxxxxxxxxxxxxxxxxxx
123 Main St. Akron OH 44308
George Jones
OH Web Portal - Supplier Update

9. SU-SR Usage History
This screen also presents 12 months of usage history:
OH Web Portal - Supplier Update

10. SU-SR Multiple Meters
When a multi-metered account is entered, a 12 month summary is provided for all meters
Using the Download button here will provide the usage summary for a single meter
OH Web Portal - Supplier Update

11. SU-SR File View Interval data is presented only if available
123 Main St. Akron OH 44308 S
George Jones
OH Web Portal - Supplier Update

12. SU-SR Interval Meter Exported usage with interval data
OH Web Portal - Supplier Update

13. Implementation Plan
Webinars scheduled for October 8th and October 10th.
Enhanced web portal available on October 11th.
All suppliers with active admins will have access to SU-SR
User Guide will be posted to our portal on October 11th.
Webinar presentation will be posted to the website for reference after October 10th
OH Web Portal - Supplier Update

14. Administration
Each supplier must assign an administrator responsible for the maintenance of the portal users
If a supplier already has an administrator, they will be given access at go-live
The Administrator will:
Create, edit and remove users
Deactivate user sessions when a user locks themselves out
View an activity log of users
Export the user information to Excel
Attest that all users for their organization have proper access
OH Web Portal - Supplier Update

15. Quarterly Review Process
Each administrator is required to validate the accuracy of the users of the portal.
The administrator must sign off that the list of users is complete and accurate on a quarterly basis.
We will prompt the admin upon initial login, to attest to the accuracy of the users of the tool.
Administrators can attest as frequently as they would like, however we will prompt them at login as they get close to the 3 month limit.
If the administrator does not attest for a period of 3 months, we will lock the admin and all users of the tool.
The administrator must reach out to supplier support to unlock the portal.
OH Web Portal - Supplier Update

16. SU-SR Activity Log
The supplier admin can launch the Activity Log from the left side navigation menu to view activity associated with their account
OH Web Portal - Supplier Update

17. Questions Who is my administrator?
You’re administrator is an internally identified person. If unable to locate you can contact supplier services to obtain a name.
Is the PA administrator the same person?
No, but they could be. This depends on how your organization is structured. Each state will have a unique portal and log in.
Is there guidance on wording for the LOA?
Yes. Wording incorporates requirements specified in the Commission’s rules.
Where can a standard LOA be found?
Link: Request Account Information - OH
Is one LOA for one customer or is it for multiple customers?
Each customer requires a single LOA to be attached each time information is accessed.
Will the LOA be reviewed before access granted?
Access to customer information is immediate once the LOA is uploaded.
Is interval data only 12 months?
Yes.
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