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HomeMy WebLinkAbout200402171st Response of ID Power to Community Action Part III.pdfIDAHO POWER COMPANY CASE NO. IPC-O3- FIRST PRODUCTION REQUEST COMMUNITY A TI 0 N P AR TNE RS HIP ASSOCIATION OF IDAHO TT A CHMENT TO RESPO NSE TO REQUEST NO. 29 CIS - Procedures Procedures: Add Payment Arrangement Page 1 01"2 .P-r-e-e-e-El-l:I-r~ .Add Payment Arrangement ... CIS ..- 5YS1tM Discussion 1. JetSearch for Account/Premise needing the payment arrangement. 2. Cancel Budget and, temporarily suspend EFT (See Suspend/Reactivate EFT) from the custoiiiiiTs account if the customer participates in one or more of the programs. 3. Access Payment Arrangement Window Window will open with the most current arrangement displayed, if one exists. 4. Select "Action" from the menu and "Clear" from the submenu to add a NEW arrangement if old arrangement exists (Caution) 5. Enter the name of the person who is making the arrangement in the "Who" field. 6. Select Utility , Non-Utility "N" (Note 1)or Deposit 0" (Note 2)from the U/N/D drop-down menu 7. Enter Pay Date (Note 3)Payment Method and Amount" (Note 4) of the first installment. Promise to Pay Time Pay evelized Pay Equal Pay Winter Pay . Energy Assistance (Note 5) Medical Postponement (See Process Medical Postponemen 8. Check the "Include Amount of the Current Bilf' if the current bill should be added into the arrangement. 9. Click on the Insert Button. 10. Repeat steps 6-8 for each additional installment (Note 6) 11. Add comments. 12. Select "Action from the Menu and "Add" from the submenu. Message IIAdd Succeeded" will display in the status http://cisplus/proc220.html 2/3/2004 CIS - Procedures Procedures: Add Payment Arrangement Page 2 of2 bar. System cancels pending, active , and waiting C&C Events (Note 7). Copyright ~ 2004, IDACORP, Inc. All rights reserved. No part of this website may be duplicated or reproduced without written permission of IDACORP, Inc. http://cisplus/proc220.html 2/3/2004 CIS - Procedures Procedures: Change Payment Arrangement Page 1 of 1 .p~ F-a-e-e-a ~I:J-F= .---- ..... Change Payment Arrangement ... CIS evstOlW.t 5YS- Discussion 1. JetSearch for Account/Premise for the Accoun needing the payment arrangement change. 2. Select the "Payment Arrangement" JetSon from the Potential JetSons area. 3. The Payment Arrangement Window will display the most recent payment arrangement, for the account, currently active in the JetSearch window. 4. Select another arrangement , using the Payment Arrangement Sibling button , if necessary. The button will be visible only if there are other payment arrangements linked to the account. 0 Highlight the arrangement you wish to change. 0 Press Enter. Payment Arrangement (Window)will open with the chosen arrangement displayed. 5. Highlight the installment line to be changed in the table under Scheduled Payments (Caution )6. Make requested changes. 7. Press the "Modify" button. 8. Enter Customer Comments (REQUIRED BY IPCo). 9. Select IIAction" from the Menu and IIChange" from the Submenu Message Change Succeeded" will display in the Status Bar. --- Copyright ~ 2004, IDACORP, Inc. All rights reserved. No part of this website may be duplicated or reproduced without written permission of IDACORP, Inc. http://cisplus/proc216.html 2/3/2004 CIS - Procedures Procedures: Cancel Payment Arrangement Page 1 of "C" ~,,~"'-"""'.-"'';==,-.... "."" ..1 =" .""" 1"", '" '........,..."'-""-' , ,-' "_..." ...'~ ,,- ~ ~ ~"w\::.l' =~ a- _.. E Cancel Payment Arrangement ... CIS_01 1. JetSearch for Account/Premise needing the payment arrangement canceled 2. Select the "Payment Arrangement" JetSon from the Potential JetSons area. . The window will display the most recent payment arrangement, for the account currently active account in the JetSearch window. 3. Select another arrangement, using the Payment Arrangement Sibling button , if necessary. . The button will be visible only if there are other payment arrangements linked to the account. 4. Highlight the line to be canceled in the scheduled payments panel. 5. Change the Payment Arrangement Status to "Canceled" in the drop-down field below the scheduled payments panel. 6. Press the "Modify" button. 7. Enter Customer Comments (REQUIRED BY IPCo). 8. Select "Actionll from the Menu and "Change" from the Submenu Message Change Succeeded" will display in the status bar. Copyright ~ 2004, IDACORP, Inc. All rights reserved. No part of this website may be duplicated or reproduced without written permission of IDACORP, Inc. http://cisplus/proc217.html 2/3/2004 CIS - Procedures Procedures: Query Payment Arrangement History Page 1 of 1 ...,","-' ,","',,", """'""""",...~,,-_...., ..,_...,.. CIS " ", ,,-~~~~' F--e~~~e._.eJ-\t:J~F-e-S-~-"'-- ~,..- 51'$- ", ,... I1Query Payment Arrangement History Discussion 1. JetSearch for Account/Premise whose history you wish to query. 2. Select "Credit and Collection" from the Launcher Queries from the Menu and "Payment Arrangement History" from the submenu Alternatives . The window will open with a chronological display of the payment arrangement history for the account and the number of scheduled payments for each. 3. Enter a To Date , (Note), if desired. . Only payments on or before this date will be shown. 4. Highlight an arrangement and check the "Show Scheduled Payments" (box), if necessary, to see the individual payments. . Highlighting an arrangement and clicking on the Launch" button will open the Payment Arrangement (Window) with the highlighted arrangement displayed. Copyright ~ 2004, IDACORP, Inc, All rights reserved, No part of this website may be duplicated or reproduced without written permission of IDACORP, Inc. http://cisplus/proc178.html 2/3/2004 CIS - Procedures Procedures: Access Payment Arrangement Window Page 1 of 1 ..8II.-P-r-e -e-e-El-I:I-r==€~ ... E Access Payment Arra ngement Window 1. JetSearch for Account/Premise needing the payment arrangement. 2. Select the "Payment Arrangement" JetSon from the Potential JetSons area. The window will display the most recent payment arrangement for the account currently active in the JetSearch window. . Use the Payment Arrangement button to select another arrangement for the same account. Copyright ~ 2004, IDACORP, Inc. All rights reserved, No part of this website may be duplicated or reproduced without written permission of IDACORP, Inc. http://cisplus/proc 153.html 2/3/2004 CIS - Procedures Procedures: Process Medical Postponement Page 1 of 2.-.,--,", .e' ~'-","'--~~'""""'""""""~~""".,"=~ ' t", .,",' ,~,.~- ,,', -- ~. -- '~=." .,-.-- ' ._, t:.I ~--a '- Ei Process Medical Postponement ... CIS ----,.,.,--, CUSfOlOlt-01 Discussion Customer Service Representative 1. Notify customer of Medical Postponement if information received that customer with collection activity in progress may have a sickness in the household or that termination of service would somehow affect the health of a member in the household. 2. Inform customer of requirements: Idaho Medical Postponement Guidelines Oregon Medical Postponement Guidelines 3. Give completed Medical Certificate to Customer Service Coach or Coach Assist Customer Service Coach or Coach Assist 4. Receive Medical Certificate from CSR fax, or Email 5. Ad~ ayment Arrangemen Who: Name of person making the arrangement or presenting the medical certificate . U/N/D: Utility (a 2nd arrangement must be made if there is a Non-ultility SA on the account Comments Enter "1sf'or "2nd" Medical Certificate as appropriate, Name of Person that Medical Certificate is for and any other pertinent information discussed with customer. E:ay Date. 0 Idaho - 30 days from date received 0 Oregon - 4 days from date that orally requested or 30 days from date of receipt of actual medical certificate. http://cisplus/proc518.html 2/3/2004 CIS - Procedures Procedures: Process Medical Postponement Page 2 of 2 . Status: Pending Payment Method X - Medical Certificate . Amount: Full Amount due + Current Bill C&C Events should be canceled by the system when arrangement added 6. Forward information to Delivery Service Leader (Note 1) 7. File Medical Certificate in CAMC area. 8. Notify customer with second or Subsequent medical certificate of collection process If additional Medical Certificate is denied: a. Obtain second approval from one of the following: 0 Customer Service Manager 0 Delivery Service Leader 0 Metering Manager b. Cancel Payment Arrangement c. Add Credit and Collection Event to begin collection activity If additional Medical Certificate is accepted , leave as is. Collection activity will begin at end of 30 day arrangement unless customer requests another postponement 9. Store C,:!~om ~!_ ontac~with decision; CC Type COlL Copyright ~ 2004, IDACORP, Inc. All rights reserved. No part of this website may be duplicated or reproduced without written permission of IDACORP, Inc. http://cisplus/proc518.html 2/3/2004 ,'. Pa y m e n t Ar r a n g e m e n t s Ov e r v i e w Th i s m o d u l e t e a c h e s y o u a b o u t t h e P a y m e n t Ar r a n g e m e n t w i n d o w a n d a s s o c i a t e d wi n d o w s . I t a l s o t e a c h e s y o u h o w t o ma i n t a i n p a y m e n t a r r a n g e m e n t s i n CI S PL U S ( f i ) Mo d u l e 3 4 : P a y m e n t A r r a n g e m e n t s Es t i m a t e d L e n g t h : 2 4 0 M i n u t e s Ac t u a l L e n g t h : 2 4 0 M i n u t e s Co u r s e : 6 0 3 4 Mo d u l e D e s c r i p t i o n : 01 r ~ ' rE ' ~ , ~ , ' i ' ,T 1 ' ",' 0~ " " ' ( " " 1" " " T " : " " " "': " ' " " ' T " "" " ; ' ,! : ' ; , e " , " " " , " "" , , ' , " " , " Th i s m o d u l e t e a c h e s t h e s t u d e n t s a b o u t t h e P a y m e n t A r r a n g e m e n t w i n d o w a n d as s o c i a t e d w i n d o w s . I t a l s o t e a c h e s t h e s t u d e n t s h o w t o m a i n t a i n p a y m e n t ar r a n g e m e n t s i n C I S PL U S o o Mo d u l e L e a r n i n g O b j e c t i v e s : mi1 W " : " " \ ' ! c ; ; ; F " " '~ : " 5 " 6 ' f i " ' C " : " " ' : ! " ' \t" " : O ; Y ? , \ " "" ' V" , ":' " " " " ' ," ' ,,' n;u , ' , ' , , " " " ' , " "" " " " , " " " ",' , 0 0 , , , Af t e r t h e s t u d e n t s c o m p l e t e t h i s m o d u l e , t h e y w i l l b e a b l e t o : De s c r i b e t h e P a y m e n t A r r a n g e m e n t w i n d o w . Us e t h e P a y m e n t A r r a n g e m e n t w i n d o w t o a d d , c h a n g e , a n d c a n c e l p a y m e n t ar r a n g e m e n t s . Op e n t h e P a y m e n t A r r a n g e m e n t S i b l i n g s w i n d o w . Us e t h e P a y m e n t A r r a n g e m e n t H i s t o r y w i n d o w t o q u e r y p a y m e n t a r r a n g e m e n t s . Se t u p l e v e l i z e d p a y a r r a n g e m e n t s . Se t u p w i n t e r p a y a r r a n g e m e n t s . Se t u p e q u a l p a y a r r a n g e m e n t s . Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o , La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - Il l A Ta r g e t Au d i ~ , ~. . ~~ : , ~ , " ~ "" , ." " - " - ,, . . ~, - ~, , , . 1l i ! 5 ~ t ~ I !! " ~ . ~~ 1 1 p 2 ? G w : " ; " "t ' B" " " " " ! " ' ";' ",, ,, , , ! , , ,'" "'; ; '; " " " " " ":, ; ;,, , " ; ; ' ; " , p , ~ , ; " ,,; ' ,;" , " " , " ; :P i ; ; ; ' ," ; ; " , ' ';; ;; ' , , , , ,,' : " ' ; ' "': " ' :; " " ";: ' : " " i ' D ; y " :'S " ," ; ; :\ f ' ! ' Ff ; , ; : ' f i ' ; , "';' ' Cr e d i t & C o l l e c t i o n s ( L e a d e r ) , B i l l i n g ( S p a n i s h & P r o d u c t s ) , C o m m e r c i a l / I r r i g a t i o n (C o a c h e s ) , M e t e r S e r v i c e C o o r d i n a t o r , a n d M e t e r S p e c i a l i s t s . Pr e r e q u i s i t e s : f;N ' I, J : i " , o ) ~ o ; ; ; i ; ~ r . 1 f f ; ; , i ' 1 W 0 " t , ' Y': T ; ; : ; , ' ;;" , , ' G " " G " f ; : ; " " , ; , co - . ' , , "" ; " 5 " " :;" " )', ,. ; . ' " " " , Mo d u l e 2 In s t r u c t o r A i d s : !m . 1 i ' ! \ j : ' ? ; , i ! ! f ~ : : f ! " "" " : f i N ! , , : " ' : : ' ;;' :" : : ' ,,, ; ! ' ; r ! " " E ' 'F f " t"" " " ' ,' " 0 ; ' , ",: : ; " , ,, ' 7'; ' ;, ";: " , ' l O " p ; : : t: ; " ' ,', ' ;" " " " ,,, ' d i , ' ' , , . . ,.' ", ' "" , ' . . , " , "',, " , 'Y \ " ' ," ' ";: ; ; : ; ' ; ' ",; : ' , : n , : , ' f' , i In - Fo c u s m a c h i n e , P o i n t e r , M a r k e r s , E a s e l , P a p e r . St u d e n t M a t e r i a l s : ~'~ ' P ( ' t " ' ! F ' ; : ' f , ; ; ; i : : 4 , F 0 ' 7 T f J \ & ! P ' F ' t " ' ;! ' ? " : ; ? l O , ; ' ; r : : r ? i i 1 " " : " ' " "" " ";" " "'; ;~ ' ;1 ' : ; "; , , " "" / , 'T ' , \ , , , , , St u d e n t G u i d e f o r e a c h c l a s s m e m b e r . Ad v a n c e P r e p a r a t i o n : :'i ! ! ; ; f - ' F ? : : : " ' ::, , ; " ' ~1 : ' ;" ' fi ; : : : , t " 1 i . 1 " 7 ' ,,; j " !'i " 0 : " " ' 0 ' " ,\, ; " , . " , ' ;0 ; : , , , , 1 " " " " ; " : ; " ' ' " " ". . . B e aw a r e t h a t a r r a n g e m e n t s w e r e s e t a l o n g e r p e r i o d i n t h e f u t u r e t h a n n o r m a l d u e to u s i n g a d a t a b a s e a n d n o t l i v e i n f o r m a t i o n . B e c a u s e o f t h i s y o u m a y g e t w a r n i n g s su c h a s t h a t t h e n e x t p a y m e n t i n s t a l l m e n t i s m o r e t h a n 4 5 d a y s i n t h e f u t u r e . Th r o u g h o u t t h i s m o d u l e i t i s v e r y i m p o r t a n t t h a t t h e s t u d e n t s o n l y w a t c h d u r i n g t h e wa l k t h r o u g h s , a s t h o s e s a m e e x a m p l e s w i l l b e u s e d l a t e r f o r t h e m t o p r a c t i c e w i t h in p r a c t i c e s a n d e x e r c i s e s . Se c u r i t y I m p l i c a t i o n s : 8f ' O ' ? F " ' , ' ," " 1 I T ' l l i " "; " ' ; ' " " T ' ",; " " , " " ,': : : F 0 ! ' ! p r " P" ' "i 1 , 'C ' 7 " i" i ' " . " 1 " ' "" i ' Y" ", , " , , , " , " " , Pa y m e n t A r r a n g e m e n t w i n d o w , P a y m e n t A r r a n g e m e n t S i b l i n g s w i n d o w , a n d P a y m e n t Ar r a n g e m e n t s H i s t o r y w i n d o w . Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - iii Mo d u l e 3 4 : P a y m e n t A r r a n g e m e n t s Bu s i n e s s B e h i n d t h e B u s i n e s s \: , ? ~ ' ii: f 1 ; , :\ , , : , * n " i ) , I , : 1 ' I i i : , Y ' ;" ' (" " ; ; - ' ; : C ; ' ; " ' ? " i n r ; ' ;'! ' "" " " ' i ' 2 h " ' l i ' t / " 'r W " T " i " " T ' i C ' i ( ' , ' , .. , , " i ' "" " "" , " ' iT ' Cu s t o m e r s c a n n o t a l w a y s p a y t h e i r b i l l s i n f u l l w i t h i n t h e t i m e n o r m a l l y a l l o t t e d . Th e y m i g h t b e o u t o f w o r k t e m p o r a r i l y , h a v e a b i l l t h a t i s l a r g e r t h a n u s u a l , o r ex p e r i e n c i n g o t h e r c i r c u m s t a n c e s t h a t p r e v e n t t h e m f r o m p a y i n g i n f u l l . I f a b i l l ca n n o t b e p a i d i n f u l l , I d a h o P o w e r e n c o u r a g e s t h e c u s t o m e r t o m a k e a r r a n g e m e n t s to p a y t h e o u t s t a n d i n g b i l l i n r e a s o n a b l e i n s t a l l m e n t s a n d a v o i d t e r m i n a t i o n o f se r v i c e . Wh e n s e t t i n g a r r a n g e m e n t s , p l e a s e r e f e r t o a n d f o l l o w I d a h o P o w e r s p a y m e n t ar r a n g e m e n t g u i d e l i n e s . Mo d u l e L e a r n Ob j e c t i v e s Af t e r y o u c o m p l e t e t h i s m o d u l e , y o u w i l l b e a b l e t o : De s c r i b e t h e P a y m e n t A r r a n g e m e n t w i n d o w . Us e t h e P a y m e n t A r r a n g e m e n t w i n d o w t o a d d , c h a n g e , a n d c a n c e l p a y m e n t ar r a n g e m e n t s . Op e n P a y m e n t A r r a n g e m e n t S i b l i n g s w i n d o w . Us e t h e P a y m e n t A r r a n g e m e n t H i s t o r y w i n d o w t o q u e r y p a y m e n t a r r a n g e m e n t s . Se t u p L e v e l i z e d p a y a r r a n g e m e n t s . Se t u p w i n t e r p a y a r r a n g e m e n t s . Se t u p e q u a l p a y a r r a n g e m e n t s . 5 m i n u t e s Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - Le s s o n 1 - Un d e r s t a n d i n g t h e P a y m e n t A r r a n g e m e n t wi n d o w P~ ~ ' \ ' ; ~ ,iJ ' I ( , ~ ; \ " t " , ~ ; " " ; n : ' ",' C \ , : o ' f l i ; " " ";, " '" . . , ' ,' ' , ' , ti J w C o n c e p t s Wh e n s e t t i n g u p p a y m e n t a r r a n g e m e n t s , C I S P L U S II D au t o m a t i c a l l y c a l c u l a t e s t h e nu m b e r o f g r a c e d a y s a l l o w e d b e t w e e n t h e d a t e o n w h i c h t h e c u s t o m e r c a n m a k e th e p a y m e n t a n d t h e d a t e o n w h i c h w e s h o u l d r e c e i v e t h e p a y m e n t . Wh e n p a y m e n t a r r a n g e m e n t s a r e s e t u p f o r a n O r e g o n c u s t o m e r , C I S PL U S lID wi l l au t o m a t i c a l l y s e n d a c o p y o f t h o s e a r r a n g e m e n t s t o t h e c u s t o m e r . !O J O I O I I'D I iA ; : : : : ' : 1 ' In f o r m a t i o n - Ad d i n g p a y m e n t a r r a n g e m e n t s "" " ,~ . . , . .. ' "" . . , . ' .. ,.. , , ' . " " " " .' " . . " . . . . , , "" ' Yo u c a n u s e t h e P a y m e n t A r r a n g e m e n t w i n d o w t o a d d a n d m a i n t a i n p a y m e n t ar r a n g e m e n t s f o r a c u s t o m e r s a c c o u n t . Th i s w i n d o w i s a J e t S o n a n d c a n b e a c c e s s e d f r o m t h e P o t e n t i a l J e t S o n s . W h e n y o u op e n t h e P a y m e n t A r r a n g e m e n t w i n d o w , i t d i s p l a y s t h e m o s t r e c e n t p a y m e n t ar r a n g e m e n t f o r t h e a c c o u n t c u r r e n t l y a c t i v e i n t h e J e t S e a r c h w i n d o w . L e t ' s t a k e a lo o k a t t h e i n f o r m a t i o n o n t h e P a y m e n t A r r a n g e m e n t w i n d o w . 9 m i n u t e s Ex t r a t i m e i s a d d e d t o t h e d a t e t h e c u s t o m e r s t a t e s th e y w i l l p a y . T h e a m o u n t o f e x t r a t i m e d e p e n d s o n th e m e t h o d o f p a y m e n t . F o r i n s t a n c e , m o r e d a y s w i l l be a d d e d t o a l l o w a m a i l e d p a y m e n t t o r e a c h u s t h e n wo u l d b e a l l o w e d f o r a c h e c k b y p h o n e . Th e O r e g o n P U G r e q u i r e s w e s u p p l y t h e c u s t o m e r wi t h a c o p y o f t h e i r a r r a n g e m e n t s . Je t S e a r c h f o r J e n n i f e r N e w e l l Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - ...Pa y m e n t A r r a n g e m e n t w i n d o w Th e a v a i l a b l e c o m m a n d s i n t h e A c t i o n m e n u a r e A d d , C h a n g e , C a n c e l , a n d D e l e t e . Pa y m e n t A r r a n g e m e n t Th e P a y m e n t A r r a n g e m e n t b u t t o n la u n c h e s t h e P a y m e n t A r r a n g e m e n t S e a r c h wi n d o w . Th e A c c o u n t I n f o r m a t i o n s e c t i o n i d e n t i f i e s t h e c u s t o m e r s a c c o u n t a n d i n c l u d e s t h e fo l l o w i n g i n f o r m a t i o n : Qu i c k l y w a l k t h r o u g h w i n d o w a n d b o x e s . T h e r e q u i r e d fi e l d s a r e h i g h l i g h t e d . We w i l l n o t b e u s i n g d e l e t e . Pa y m e n t A r r a n g e m e n t Ac c o u n t I n f o r m a t i o n s e c t i o n Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o , La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - Ac c o u n t I D Th e A c c o u n t I D l i n e d i s p l a y s t h e c u s t o m e r s a c c o u n t n u m b e r . T h i s i n f o r m a t i o n is d i s p l a y o n l y . Na m e Th e N a m e l i n e d i s p l a y s . t h e n a m e o f t h e p e r s o n f i n a n c i a l l y r e s p o n s i b l e f o r t h e ac c o u n t . T h i s i n f o r m a t i o n i s d i s p l a y o n l y . Ar r a n g e m e n t D a t e Th e A r r a n g e m e n t D a t e b o x di s p l a y s t h e d a t e o n w h i c h t h e p a y m e n t ar r a n g e m e n t w a s m a d e . I t d e f a u l t s t o t h e c u r r e n t d a t e . A r r a n g e m e n t s c a n b e be f o r e , o n , o r a f t e r t h e c u r r e n t d a t e . A d a t e p r i o r t o t h e c u r r e n t d a t e p e r m i t s a la t e e n t r y o f a p r e v i o u s a r r a n g e m e n t . H o w e v e r , t o p r e v e n t g r o s s e r r o r s , t h e ar r a n g e m e n t d a t e c a n n o t b e m o r e t h a n 1 0 d a y s p r i o r t o t h e c u r r e n t d a t e . Se q Th e S e q l i n e d i s p l a y s a s y s t e m - a s s i g n e d s e q u e n c e n u m b e r t h a t u n i q u e l y id e n t i f i e s t h e i n d i v i d u a l a r r a n g e m e n t s . T h e S e q l i n e i s u s e d w h e n a c u s t o m e r ma k e s m u l t i p l e a r r a n g e m e n t s o n t h e s a m e d a y . T h i s i n f o r m a t i o n i s d i s p l a y o n l y . Pe r s o n P e r m a n e n t I n f o Th e P e r s o n P e r m a n e n t I n f o b o x d i s p l a y s co m m e n t s a b o u t t h e p e r s o n fi n a n c i a l l y r e s p o n s i b l e f o r t h e a c c o u n t . T h i s i n f o r m a t i o n i s d i s p l a y o n l y . WI l o Th e W h o b o x i n d i c a t e s w h o m a d e t h e p a y m e n t a r r a n g e m e n t s w i t h I d a h o P o w e r . Th i s i s a r e q u i r e d b o x . De f e r r e d P a y m e n t A r r a n g e m e n t Ac c o u n t I D Na m e Ar r a n g e m e n t s c a n b e b e f o r e , o n , o r a f t e r t o d a y s d a t e . da t e p r i o r t o t h e c u r r e n t d a t e i s a I / o w e d t o p e r m i t la t e e n t r y o f pr e v i o u s a r r a n g e m e n t . H o w e v e r , t o pr e v e n t g r o s s e r r o r s , t h e a r r a n g e m e n t d a t e c a n n o t b e mo r e t h a n 1 0 d a y s p r i o r t o t h e c u r r e n t d a t e . Se q Th e f i r s t a r r a n g e m e n t t h e y m a d e w o u l d b e 1 , t h e n se c o n d 2 , e t c . S e q u e n c e nu m b e r i s u s e d w h e n se n d i n g l e t t e r s . Pe r s o n P e r m a n e n t I n f o - T h i s b o x w i l l d i s p l a y t h e in f o r m a t i o n s t o r e d o n t h e P e r s o n m a i n p a g e i n t h e Pe r m a n e n t I n f o b o x ( d i s p l a y s a f t e r p a y m e n t ar r a n g e m e n t i s a d d e d ) . Wh o - n e e d n a m e , n o t M r s . R e m e m b e r , i n o r d e r t o b e ab l e t o m a k e a r r a n g e m e n t s o n a n a c c o u n t , t h e p e r s o n ne e d s t o b e l i s t e d o n t h e a c c o u n t . De f e r r e d P a y m e n t A r r a n g e m e n t . I d a h o P o w e r d o e s no t n e e d t h i s i n f o r m a t i o n r i g h t n o w . P l e a s e l e a v e t h e Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - Id a h o P o w e r w i l l n o t b e u s i n g a t t h i s t i m e . Co m m e n t s Th e C o m m e n t s b o x i s u s e d t o d e s c r i b e t h e ru l e s o f t h e a r r a n g e m e n t . U/ N / D Th e U / N I D b o x i n d i c a t e s w h e t h e r t h e a r r a n g e m e n t i s f o r U S A s , N S A s , o r de p o s i t s . I t d e f a u l t s t o U t i l i t y . Da y o f M o n t h Id a h o P o w e r w i l l n o t b e u s i n g a t t h i s t i m e . Us e r Th e U s e r G o L o o k b u t t o n i n v o k e s t h e s e a r c h f o r th e u s e r w h o m a d e t h e ar r a n g e m e n t s w i t h t h e c u s t o m e r . T h e u s e r s n a m e a n d I D n u m b e r a r e d i s p l a y e d ad j a c e n t . I t d e f a u l t s t o t h e u s e r w h o i s l o g g e d o n . T h i s i s a r e q u i r e d b o x . Th e S c h e d u l e d P a y m e n t s t a b l e d i s p l a y s t h e c o l l e c t i o n o f s c h e d u l e d p a y m e n t s t h a t a r e li n k e d t o t h i s p a y m e n t a r r a n g e m e n t . T h i s i n f o r m a t i o n i s g e n e r a t e d f r o m t h e b o x e s be l o w i t . In s e r t , M o d i f Y , R e m o v e a n d C l e a r Th e I n s e r t , M o d i f y , R e m o v e , a n d C l e a r b u t t o n s d i r e c t t h e m a i n t e n a n c e a c t i o n th a t i s t o b e t a k e n . Pa y D a t e Th e P a y D a t e b o x i n d i c a t e s t h e d a t e o n w h i c h t h e cu s t o m e r i s e x p e c t e d t o m a k e th e p a y m e n t . T h e p a y m e n t d a t e m u s t b e o n o r a f t e r t h e c u r r e n t d a t e . T h i s i s a re q u i r e d b o x . ll l & bo x b l a n k . Co m m e n t s - e x a m p l e : P r o j e c t S h a r e Ut i l i t y , N o n u t i l i t y o r d e p o s i t . I f a c u s t o m e r h a s a U S A an d a n N S A , y o u w i l l n e e d t o s e t u p 2 s e t s o f p a y m e n t ar r a n g e m e n t s - o n e f o r e a c h . Da y o f M o n t h Id a h o P o w e r i s n o t u s i n g t h i s b o x a t t h i s t i m e . Us e r Th e u s e r s I D n u m b e r i s d i s p l a y e d a d j a c e n t . Sc h e d u l e d P a y m e n t s Po i n t o u t c o r r e s p o n d i n g b o x e s b e l o w . In s e r t , M o d i f y , R e m o v e , a n d C l e a r b u t t o n s - th e s e wo r k t h e s a m e a s o t h e r l i s t b o x e s . Pa y D a t e Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - St a t u s Th e S t a t u s b o x s h o w s t h e c u r r e n t s t a t u s o f t h e pa y m e n t . W h e n a s c h e d u l e d pa y m e n t i s a d d e d , t h e s y s t e m d e f a u l t s t h e s t a t u s t o P e n d i n g . T h e f o l l o w i n g a r e va l i d v a l u e s : Pe n d i n g - A P e n d i n g s t a t u s i s a s s i g n e d t o an a c c o u n t w h e n t h e p a y m e n t d a t e is i n t h e f u t u r e . T h e w i n d o w d e f a u l t s t o t h i s s t a t u s w h e n a p a y m e n t ar r a n g e m e n t i s a d d e d . Ke p t - Th e K e p t s t a t u s i s a s s i g n e d b y t h e s y s t e m w h e n t h e pa y m e n t i s p a i d on o r b e f o r e t h e d u e d a t e . Ca n c e l e d - Th e C a n c e l e d s t a t u s i n d i c a t e s a ma n u a l c a n c e l l a t i o n o f t h e sc h e d u l e d i n s t a l l m e n t o r a r r a n g e m e n t . Br o k e n - Th e s y s t e m s e t s t h e s t a t u s t o B r o k e n w h e n i t h a s d e t e r m i n e d t h a t th e c u s t o m e r h a s n o t m a d e t h e p a y m e n t b y t h e d u e d a t e . T h e s t a t u s c a n b e ma n u a l l y c h a n g e d t o K e p t o r C a n c e l e d . Un p a i d - Th e U n p a i d s t a t u s i s f o r O r e g o n re s i d e n t s o n l y . T h e s y s t e m s e t s th e s t a t u s t o U n p a i d w h e n i t h a s d e t e r m i n e d t h a t th e c u s t o m e r h a s n o t m a d e th e p a y m e n t b y t h e d u e d a t e a n d t h e c u s t o m e r s a c c o u n t i s i n a j u r i s d i c t i o n th a t a l l o w s u n p a i d a r r a n g e m e n t s . T h i s s t a t u s c a n b e m a n u a l l y c h a n g e d t o Ke p t o r C a n c e l e d . Me t / r o d Th e M e t h o d b o x i n d i c a t e s t h e m e a n s b y w h i c h t h e cu s t o m e r i s g o i n g t o m a k e th i s p a y m e n t . T h i s i s a r e q u i r e d b o x . T h e m e t h o d a l s o d e f i n e s t h e n u m b e r o f ex t r a w o r k i n g d a y s a f t e r t h e p a y m e n t d a t e t h a t t h e c u s t o m e r h a s t o p a y t h e ar r a n g e d a m o u n t . F o r i n s t a n c e , i f t h e c u s t o m e r i s m a i l i n g i n t h e p a y m e n t , 7 d a y s ar e a l l o w e d . I f t h e c u s t o m e r i s r e c e i v i n g e n e r g y a s s i s t a n c e , s e t t h e d u e d a t e f o r mo n t h f r o m t o d a y . T h e m e t h o d ' as s i s t a n c e ' w i l l a l l o w a n a d d i t i o n a l 2 w e e k s , f o r th e r e q u i r e d t o t a l o f 6 w e e k s . St a t u s Pe n d i n g Ke p t Ca n c e l e d Br o k e n Un p a i d Me t h o d Th e s y s t e m a u t o m a t i c a l l y c a l c u l a t e s g r a c e d a y s . Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - Du e D a t e Th e D u e D a t e b o x i n d i c a t e s t h e da t e o n w h i c h t h e p a y m e n t i s a c t u a l l y d u e . T h e ar r a n g e m e n t i s n o t c o n s i d e r e d b r o k e n u n t i l a f t e r t h i s d a t e . T h i s i s c a l c u l a t ~d . as f o l l o w s : T h e d u e d a t e i s t h e s u m o f t h e p a y m e n t d a t e a n d g r a c e d a y s . W i t h I n an a r r a n g e m e n t , t h e p a y m e n t d u e d a t e s m u s t b e u n i q u e . T h i s i n f o r m a t i o n i s di s p l a y o n l y . Am o u n t Th e A m o u n t b o x s h o w s t h e a m o u n t o f t h e s c h e d u l e d pa y m e n t . T h i s i s a re q u i r e d b o x . In c l u d e A m o u n t o f C u r r e n t B i l l Th e I n c l u d e A m o u n t o f C u r r e n t B i l l bo x i n d i c a t e s w h e t h e r t h e p a y m e n t i s t o in c l u d e t h e a m o u n t o f t h e c u r r e n t b i l l i n a d d i t i o n t o t h e p a y m e n t a m o u n t . I t de f a u l t s t o u n c h e c k e d . f7 f i Pr a c t i c e 'W " ' " .." , c . . . " .. " . . .. , . . , Le t ' s r e v i e w s o m e i n f o r m a t i o n a b o u t t h e P a y m e n t A r r a n g e m e n t w i n d o w . 1. W h a t t w o th i n g s d o e s t h e M e t h o d d e f i n e ? 2. W h a t ar e t h e f i v e p o s s i b l e s t a t u s e s f o r a p a y m e n t a r r a n g e m e n t ? Wh i c h o n e i s f o r O r e g o n r e s i d e n t s o n l y ? 3. W h i c h b o x e s ar e r e q u i r e d t o b e f i l l e d i n w h e n s e t t i n g u p a n a r r a n g e m e n t ? Du e D a t e Wr i t e t h i s o n t h e e a s e l : D u e D a t e = P a y m e n t D a t e + Gr a c e D a y s o f M e t h o d Am o u n t In c l u d e A m o u n t o f C u r r e n t B i l l If t h e c u s t o m e r i s p a y i n g h a l f n o w , w i t h t h e b a l a n c e pl u s c u r r e n t b i l l i n 3 0 d a y s , i t i s c r i t i c a l t o c h e c k t h i s bo x . 8 m i n u t e s Th e m e t h o d d e f i n e s t h e m e a n s t h e c u s t o m e r i s g o i n g to u s e t o m a k e t h e p a y m e n t a n d t h e n u m b e r o f wo r k i n g d a y s ( t h e g r a c e p e r i o d ) a l l o w e d . Pe n d i n g , K e p t , C a n c e l e d , B r o k e n , U n p a i d . U n p a i d is O r e g o n o n l y . Ar r a n g e m e n t D a t e ( i s de f a u l t e d ) , C o m m e n t s , W h o Pa y D a t e , M e t h o d , a n d A m o u n t . Pa g e 3 4 - Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o , La s t U p d a t e d 5 / 2 7 / 0 3 4. Ho w i s t h e d u e d a t e c a l c u l a t e d ? D u e D a t e = Le s s o n 1 S u m m a r y "" " "" " " " " " " " " " "" " " 0 " " " " " "" " '0 " " " " " " "" " ' Th e P a y m e n t A r r a n g e m e n t w i n d o w i s a J e t S o n t h a t c a n b e a c c e s s e d f r o m a J e t S e a r c h wi n d o w . I t i s u s e d t o a d d a n d m a i n t a i n p a y m e n t a r r a n g e m e n t s . Th e d e t a i l s o f t h e a r r a n g e m e n t s a r e m a i n t a i n e d o n a S c h e d u l e d P a y m e n t s t a b l e . T h e pa y m e n t m e t h o d d e t e r m i n e s t h e n u m b e r o f g r a c e d a y s a d d e d t o t h e p a y d a t e . T h e su m o f t h e s e t w o d a t e s e q u a l s t h e d u e d a t e ( p a y d a t e + g r a c e d a y s = d u e d a t e ) . No w t h a t w e ve c o v e r e d h o w t h e P a y m e n t A r r a n g e m e n t w i n d o w i s a r r a n g e d , l e t ' s tr y u s i n g i t . Du e D a t e = P a y m e n t D a t e + G r a c e D a y s o f M e t h o d ch o s e n 3 m i n u t e s Ar e t h e r e a n y q u e s t i o n s ? Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - Le s s o n 2 - Ma i n t a i n i n g p a y m e n t a r r a n g e m e n t s ?:' J ! ! " " , : ' ", ! , ~ g h i f . ' i ( t " ! ' f ~ 0 , : ; ' ~ ' f \ ' ~ r " fi" ' V , ' n ' (! ( ' n Y , "" \ o c " , n " , , " W: ',,' o , ' :" o '!,, : C : " ' : H i ji" i f ' m p 1 ' ! ; " , ' " : 6 " oi . ; W O " O : ' C ' .. " " " " /: ' : ' '" " , " ' \ 0 ; ' "" " " " " : " " ' : 1 \ ' : ; " " , "" " "" " ; ' : ' ' i" , i" " : "t ! " : O " : Ne w C o n c e p t s .. . ,, ' " "" " " " " . . " ,. . ' Cr e a t i n g p a y m e n t a r r a n g e m e n t s w i l l a u t o m a t i c a l l y c a n c e l p e n d i n g c r e d i t a n d co l l e c t i o n ( C & C ) e v e n t s f o r l i k e S A s . F o r i n s t a n c e , i f y o u s e t u p p a y m e n t ar r a n g e m e n t s f o r t h e N S A , t h a t w i l l c a n c e l N S A C & C e v e n t s . I f t h e e v e n t i s ac k n o w l e d g e d , s u c h a s a C F N P , y o u w i l l n e e d t o c a l l t h e M e t e r S e r v i c e Co o r d i n a t o r t o h a v e t h e m u n a c k n o w l e d g e d a n d c a n c e l i t . Cu s t o m e r s w i t h p e n d i n g n o r m a l a r r a n g e m e n t s d o n o t r e c e i v e a n y s p e c i a l me s s a g e s o n t h e i r b i l l s t o i n d i c a t e t h a t t h e y h a v e a r r a n g e m e n t s ; t h e i r b i l l a p p e a r s as n o r m a l . A l s o , c u s t o m e r s t h a t h a v e p a y m e n t a r r a n g e m e n t s a r e n o t c h a r g e d f o r la t e p a y m e n t s . In f o r m a t i o n - Un d e r s t a n d i n g p a y m e n t a r r a n g e m e n t s .. " . . . . . ' ' . . ".. " . . . , , " ; , ,' ' " " , . . . " ", . . ' ,, " " " , "" ' , , . . .. " A p a y m e n t a r r a n g e m e n t i s a n a g r e e m e n t b e t w e e n a c u s t o m e r a n d t h e c o m p a n y t o p a y of f d e l i n q u e n t d e b t s w h e n t h e c u s t o m e r c a n n o t a f f o r d t o p a y t h e o u t s t a n d i n g b i l l i n fu l l . P a y m e n t a r r a n g e m e n t s s h o u l d s p e c i f y w h e n p a y m e n t s a r e t o b e m a d e , p a y m e n t am o u n t s , a n d m e t h o d s o f p a y m e n t . A p a y m e n t a r r a n g e m e n t i s i d e n t i f i e d b y t h e d a t e o n w h i c h t h e a r r a n g e m e n t w a s ma d e . A p a y m e n t a r r a n g e m e n t i s a l w a y s a s s o c i a t e d w i t h s c h e d u l e d p a y m e n t s . Pa y m e n t a r r a n g e m e n t s c a n b e a s s o c i a t e d w i t h u p t o 3 0 s c h e d u l e d p a y m e n t s . 5 m i n u t e s Th i s i s E X T R E M E L Y i m p o r t a n t ! Pa y m e n t a r r a n g e m e n t s a r e o f f e r e d o n l y t o el i g i b l e cu s t o m e r s . O u r b u s i n e s s h a s no t c h a n g e d . Al t h o u g h C I S P L U S w i l l a l l o w u p t o 3 0 i n s t a l l m e n t s we s h o u l d o n l y s c h e d u l e w h a t i s a l l o w e d b y I P C G . Ge n e r a l l y , t h i s w i l l m e a n 2 o r 3 i n s t a l l m e n t s , o r f o r ti m e p a y m e n t a r r a n g e m e n t s , u p t o 1 2 . Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - As y o u a l r e a d y k n o w , t h e r e a r e m a n y d i f f e r e n t t y p e s o f a r r a n g e m e n t s : Ge n e r a l p a y m e n t a r r a n g e m e n t s ~ T h e f i r s t pa y m e n t s h o u l d b e 1 / 2 t h e p a s t d u e ba l a n c e o r t h e a m o u n t i n t h e 6 1 - 91 + d a y s , w h i c h e v e r i s g r e a t e r , w i t h ar r a n g e m e n t s o n t h e r e m a i n i n g b a l a n c e . De p o s i t s Me d i c a l C e r t i f i c a t e Eq u a l P a y ( O r e g o n o n l y ) Le v e l i z e d P a y ( O r e g o n a n d I d a h o o n l y ) Wi n t e r P a y ( I d a h o o n l y ) Wh e n w e a d d , c h a n g e , o r c a n c e l a n a r r a n g e m e n t , w e n e e d t o m a k e s u r e w e a r e fo l l o w i n g o u r c o l l e c t i o n r u l e s . H a s t h e c u s t o m e r a l r e a d y h a d a r r a n g e m e n t s o n t h i s do l l a r a m o u n t ? D o e s t h e c u s t o m e r q u a l i f y f o r a n y a r r a n g e m e n t s ? H o w m u c h i s t h e cu s t o m e r a b l e t o p a y ? De p o s i t a r r a n g e m e n t s a r e a l l o w e d i f t h e c u s t o m e r h a s n t h a d a p r e v i o u s l y b r o k e n de p o s i t a r r a n g e m e n t . N o r m a l l y , d e p o s i t s a r e d u e , i n f u l l , 1 0 d a y s f r o m t h e d a t e o f t h e de p o s i t r e q u e s t . I f t h e c u s t o m e r q u a l i f i e s , a v e r b a l a r r a n g e m e n t c a n b e n e g o t i a t e d wi t h t h e c u s t o m e r t o p a y t h e d e p o s i t i n u p t o t h r e e i n s t a l l m e n t s . If a n O r e g o n c u s t o m e r r e f u s e s a t i m e p a y m e n t a g r e e m e n t , y o u m u s t d o c u m e n t i t o n th e a c c o u n t w i t h a c u s t o m e r c o n t a c t . Y o u s h o u l d n o t o f f e r m o r e t h a n o n e c o n s e c u t i v e ar r a n g e m e n t o n a n e x i s t i n g p a s t d u e b a l a n c e . A l s o , f o r O r e g o n c u s t o m e r s , w e m u s t pr o v i d e t h e m a c o p y o f t h e i r a r r a n g e m e n t s . Cu s t o m e r s w i t h p e n d i n g n o r m a l a r r a n g e m e n t s d o n o t r e c e i v e a n y s p e c i a l m e s s a g e s on t h e i r b i l l s t o i n d i c a t e t h a t t h e y h a v e a r r a n g e m e n t s . A l s o , c u s t o m e r s t h a t h a v e pa y m e n t a r r a n g e m e n t s a r e n o t c h a r g e d f o r l a t e p a y m e n t s . Bu d g e t s h o u l d n o t b e u s e d as a pa y m e n t ar r a n g e m e n t . Ma y n e e d t o r e v i e w o r q u i z o n p a y m e n t a r r a n g e m e n t po l i c y . H a n d o u t o n t h i s s h o u l d b e k e p t h a n d y . St r e s s t h i s p a r t . De p o s i t s OP U C r u l e - j u s t a r e m i n d e r - a g r o u p o f i n s t a l l m e n t s on a n a r r a n g e m e n t i s o n l y o n e a r r a n g e m e n t Th i s w a s a l r e a d y c o v e r e d a s a n e w c o n c e p t . Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - Ar r a n g e m e n t s c a n b e a d d e d , c h a n g e d , c a n c e l e d , a n d d e l e t e d t h r o u g h t h e P a y m e n t Ar r a n g e m e n t w i n d o w . O n l y m i n o r c h a n g e s s h o u l d b e m a d e t o p a y m e n t ar r a n g e m e n t s . F o r a n y o t h e r c h a n g e s , a d d a c o m m e n t , c a n c e l t h e a r r a n g e m e n t , a n d th e n a d d a n e w s e t o f a r r a n g e m e n t s . C a n c e l i n g t h e a r r a n g e m e n t c h a n g e s t h e s t a t u s o f an y p e n d i n g s c h e d u l e d p a y m e n t s t o C a n c e l . N e v e r d e l e t e a n ar r a n g e m e n t . On c e y o u ve d e t e r m i n e d t h a t t h e c u s t o m e r q u a l i f i e s f o r a n a r r a n g e m e n t a n d d e c i d e d on t h e t y p e , a m o u n t s , d a t e s , a n d m e t h o d o f p a y m e n t s , y o u c a n a d d a p a y m e n t ar r a n g e m e n t . C u s t o m e r s c a n n o t h a v e a r r a n g e m e n t s i f E F T o r Bu d g e t i s a c t i v e . Wa l k t h r o u g h - Us i n g t h e P a y m e n t A r r a n g e m e n t w i n d o w Us i n g t h e i n f o r m a t i o n w e l e a r n e d a b o v e , l e t ' s p r a c t i c e u s i n g t h e P a y m e n t Ar r a n g e m e n t w i n d o w . Ad d i n g pa y m e n t a r r a n g e m e n t Ar r a n g e m e n t s a r e a d d e d t h r o u g h t h e P a y m e n t A r r a n g e m e n t w i n d o w . I f y o u t r y t o cr e a t e a n e w a r r a n g e m e n t f o r a n a c c o u n t t h a t h a s a n e x i s t i n g a r r a n g e m e n t w i t h pe n d i n g p a y m e n t s , t h e s y s t e m i s s u e s a w a r n i n g . Je f f e r y G a t e s i s u n a b l e t o p a y h i s b i l l i n f u l l a t t h i s t i m e . H e c a n p a y h a l f t o d a y a n d th e o t h e r h a l f n e x t F r i d a y . B o t h p a y m e n t s w i l l b e m a d e b y m a i l . 1. J e t S e a r c h f o r Je f f e r y G a t e s . 2. F r o m t h e Po t e n t i a l J e t S o n s , o p e n C r e d i t C o l l e c t i o n H i s t o r y b y A c c o u n t . 3, C l i c k th e A p p l y C r i t e r i a b u t t o n . 4. I n th e P o t e n t i a l J e t S o n s , c l i c k P a y m e n t A r r a n g e m e n t . If t h e ~ c c o u n t h a s h a d a p a y m e n t a r r a n g e m e n t , t h e w i n d o w o p e n s w i t h t h e St r e s s t o n e v e r d e l e t e a n a r r a n g e m e n t . I f i t w e r e de l e t e d , t h e r e w o u l d n t b e a n y r e c o r d t h a t i t h a d e v e r ex i s t e d . 14 m i n u t e s Re m i n d s t u d e n t s t o o n l y b e w a t c h i n g ( v e r y i m p o r t a n t th e y d o n t d o a t t h i s t i m e a s w i l l n e e d t h e s e e x a m p l e s la t e r t o p r a c t i c e o n ) . Po i n t o u t h o w m u c h h e o w e s o n t h e J e t S e a r c h wi n d o w . Le a v e o p e n . Th e r e i s a n a c t i v e R e m i n d e r n o t i c e If a c c o u n t h a s h a d pa y m e n t a r r a n g e m e n t , t h e wi n d o w o p e n s w i t h t h e a r r a n g e m e n t d i s p l a y e d . Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - ar r a n g e m e n t d i s p l a y e d . 5. I n th e W h o b o x , e n t e r J e f f e r y . 6. T h e U I N I D b o x de f a u l t s t o U t i l i t y . L e a v e i t a s i s . If t h i s a r r a n g e m e n t w a s f o r a n N S A o r D e p o s i t i t c o u l d be c h a n g e d . R e m e m b e r , i f t h e c u s t o m e r h a s a U S A an d a n N S A y o u w i l l n e e d t o s e t t w o s e t s o f ar r a n g e m e n t s - o n e f o r e a c h . 7. I n th e P a y D a t e b o x , e n t e r t o d a y s d a t e . 8. I n th e M e t h o d b o x , s e l e c t t h e m e t h o d p a y m e n t . 9. I n th e A m o u n t b o x , t y p e t h e a m o u n t o f t h e f i r s t i n s t a l l m e n t . Ma i l $2 8 1 . 10 . C h e c k t h e I n c l u d e Am o u n t o C C u r r e n t B i l l b o x , i f n e c e s s a r y . 11 . C l i c k t h e I n s e r t b u t t o n . Re p e a t s t e p s 8 t h r o u g h 1 2 f o r e a c h a d d i t i o n a l i n s t a l l m e n t . Do n t c h e c k Ar r a n g e m e n t s c a n b e a s s o c i a t e d w i t h u p t o 3 0 sc h e d u l e d p a y m e n t s . Re p e a t s t e p s 8 t h r o u g h 1 2 f o r t h e s e c o n d p a r t o f t h e in s t a l l m e n t f o r $ 2 8 1 . 66 f o r n e x t F r i d a y i n t h e o f f i c e . 12 . I n t h e C o m m e n t s b o x , e n t e r a n y r e q u i r e d c u s t o m e r c o m m e n t s . 13 . I n t h e A c t i o n m e n u , c l i c k A d d . Th e m e s s a g e , A d d S u c c e e d e d , d i s p l a y s i n t h e s t a t u s b a r . Th e C & C E v e n t s h o u l d b e c a n c e l l e d . Th e m e s s a g e , A d d S u c c e e d e d , d i s p l a y s i n t h e s t a t u s ba r . P o i n t o u t wh e r e t h e c o m m e n t s a p p e a r o n t h e Ac c o u n J C & C H i s t o r y w i n d o w . Op t i o n a l : r e v i e w h o w t o m a n u a l l y r e q u e s t a l e t t e r . Le t t e r r e f e r e n c e i d i s Y Y Y Y M M D D S S . Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o , La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - .." ". . ~' T ' ,~ , ' - ' Pr a c t i c e ~= " ' ~' - "~ , ~ . . . _ " ,,~ - " , , , , ' . , , ' . " " "" ' , O ' , T, , 1. P e n e l o p e H o l i d a y w a n t s t o ma k e t h e f o l l o w i n g p a y m e n t a r r a n g e m e n t s : $ 3 0 0 to d a y , $ 1 3 0 n e x t M o n d a y , a n d $ 1 3 3 . 30 t h e f o l l o w i n g M o n d a y . S h e w i l l m a i l h e r pa y m e n t s i n . W h a t e l s e d o y o u n e e d t o d o ? 2. R u s t y I r o n s ha s a d e p o s i t d u e o f $ 1 5 0 0 . H e w i l l p a y $ 5 0 0 t o d a y a t a p a y s t a t i o n $5 0 0 o n e w e e k f r o m t o d a y , a n d $ 5 0 0 t w o w e e k s f r o m t o d a y . T h e s e c o n d a n d th i r d i n s t a l l m e n t s w i l l b e b y m a i l . 1. J e t S e a r c h Ho l i d a y , P e n e l o p e , 2. F r o m th e P o t e n t i a l J e t S o n s , s e l e c t C r e d i t C o l l e c t i o n Hi s t o r y b y A c c o u n t a n d a p p l y c r i t e r i a . No t e a n y a c t i v e C & C E v e n t s 3. F r o m th e P o t e n t i a l J e t S o n s s e l e c t P a y m e n t Ar r a n g e m e n t s , 4. En t e r t h e a r r a n g e m e n t s 1s t i n s t a l l m e n t : P e n e l o p e , t o d a y s d a t e , a m o u n t i s $ 3 0 0 me t h o d i s M a i l . C l i c k I n s e r t 2n d i n s t a l l m e n t : P a y D a t e i s n e x t M o n d a y , a m o u n t i s $1 3 0 , m e t h o d i s M a i l . C l i c k I n s e r t 3r d i n s t a l l m e n t : P a y D a t e i s t h e f o l l o w i n g M o n d a y , am o u n t i s $ 1 3 0 , m e t h o d i s M a i l . C l i c k I n s e r t 5. F r o m th e A c t i o n m e n u , s e l e c t A d d 1. J e t S e a r c h I r o n s , R u s t y . 2, F r o m th e P o t e n t i a l J e t S o n s s e l e c t C r e d i t C o l l e c t i o n Hi s t o r y b y A c c o u n t a n d a p p l y C r i t e r i a . No t i c e t h e A c t i v e e v e n t i s f o r u t i l i t y n o t d e p o s i t , s o d o no t c a n c e l t h e e v e n t . ( D e b t t y p e E . ) 3. Re t u r n t o m a i n J e t S e a r c h a n d f r o m t h e P o t e n t i a l Je t S o n s s e l e c t P a y m e n t A r r a n g e m e n t s . 4. En t e r t h e a r r a n g e m e n t s : 1s t i n s t a l l m e n t : R u s t y , c o m m e n t s i f n e e d e d , U I N / D ch a n g e t o D e p o s i t , p a y D a t e i s t o d a y s d a t e , a m o u n t i s $5 0 0 , m e t h o d i s p a y s t a t i o n . C l i c k I n s e r t 2n d i n s t a l l m e n t : P a y D a t e i s o n e w e e k f r o m t o d a y , am o u n t i s $ 5 0 0 , m e t h o d i s M a i l . C l i c k I n s e r t 3r d i n s t a l l m e n t : P a y d a t e i s t w o w e e k s f r o m t o d a y , am o u n t i s $ 5 0 0 , m e t h o d i s M a i l , C l i c k I n s e r t 5. F r o m th e A c t i o n m e n u , s e l e c t A d d Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - .., 12 8 1 ! ) Wa l k t h r o u g h - A d d i n g A r r a n g e m e n t s f o r bo t h U S A s a n d N S A s Wh e n c u s t o m e r s n e e d t o s e t u p a r r a n g e m e n t s a n d t h e y h a v e b o t h U S A s a n d N S A s we w i l l n e e d t o s e t u p t w o s e p a r a t e s e t s o f a r r a n g e m e n t s . I t i s v e r y i m p o r t a n t t h a t y o u do m a k e s e p a r a t e a r r a n g e m e n t s f o r e a c h o n e a s p a y m e n t s a r e a p p l i e d b a s e d o n t h e ar r a n g e m e n t s . I f a c u s t o m e r h a s m o n e y o w i n g o n b o t h h i s U S A a n d N S A , a n d y o u se t u p a r r a n g e m e n t s f o r t h e t o t a l a m o u n t o n t h e U S A o n l y , t h e n t h e m o n e y w i l l o n l y be a p p l i e d t o t h e U S A . T h e c u s t o m e r m a y e n d u p w i t h a c r e d i t o n t h e U S A , a n d co l l e c t i o n a c t i v i t y o n t h e N S A . Ru s s W r i g h t ( 1 1 7 0 6 N N e l s o n L a n e , P o c a t e l l o ) c a l l s t o m a k e a r r a n g e m e n t s . 1. J e t S e a r c h f o r Ru s s W r i g h t . 2. F r o m t h e Po t e n t i a l J e t S o n s , o p e n C r e d i t C o l l e c t i o n H i s t o r y b y A c c o u n t . 3. C l i c k th e A p p l y C r i t e r i a bu t t o n . Hi s a c c o u n t b a l a n c e i s $ 4 0 1 . 4 4 . O f t h a t , $ 3 5 2 . 04 i s o w e d o n h i s U S A , a n d $ 4 9 . 4 0 o n hi s N S A . H e a g r e e s t o m a k e a r r a n g e m e n t s o f $ 2 4 2 . 79 ( t h e 6 1 - 90 a n d 9 1 + a m o u n t s fo r b o t h t h e U S A a n d N S A ) t o d a y a t t h e p a y s t a t i o n , a n d $ 1 5 8 . 65 ( t h e 0 - 30 a n d 3 1 - am o u n t s f o r b o t h t h e U S A a n d N S A ) t w o w e e k s f r o m t o d a y b y m a i l . PI J & ? n o t e o n h a r d c o p y s a i d " be c a u s e o f e v e n t , c a n n o t se t u p n o n - u t i l i t y p o r t i o n " c h e c k o u t Po i n t o u t t h e N S A a l e r t . Ch e c k h i s e l i g i b i l i t y f o r a r r a n g e m e n t s . I d o n t k n o w i f t h i s t a b l e w o u l d h e l p t h e s t u d e n t s un d e r s t a n d i f w e w r o t e i t o n b o a r d o r i n c l u d e d o n t h e le f t s i d e o f t h e b o o k . To t a l US A NS A Ar r e a r s 82 . 73 . 4 3 31 - 75 . 66 . 61 - 82 . 72 . 91 + 16 0 . 4 2 13 9 . 20 . Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - 4. I n th e P o t e n t i a i J e t S o n s , c l i c k P a y m e n t A r r a n g e m e n t . 5. I n th e W h o b o x , e n t e r R u s s . 6. T h e U I N I D b o x de f a u l t s t o U t i l i t y . L e a v e i t a s is . 7. I n th e P a y D a t e b o x , e n t e r t o d a y s d a t e . 8. I n th e M e t h o d b o x , s e l e c t t h e m e t h o d o f p a y m e n t . 9. I n th e A m o u n t b o x , t y p e t h e a m o u n t o f t h e f i r s t i n s t a l l m e n t . 10 . C l i c k t h e I n s e r t b u t t o n . Re p e a t s t e p s 8 t h r o u g h 1 0 f o r e a c h a d d i t i o n a l i n s t a l l m e n t . 11 . I n t h e C o m m e n t s b o x , e n t e r a n y r e q u i r e d c u s t o m e r c o m m e n t s . 12 . I n t h e A c t i o n m e n u , c l i c k A d d . Th e m e s s a g e , A d d S u c c e e d e d , d i s p l a y s i n t h e s t a t u s b a r . No w I n e e d t o s e t u p a r r a n g e m e n t s f o r h i s N S A . 13 . I n t h e A c t i o n m e n u , s e l e c t C l e a r . 14 . R e p e a t s t e p s 5 - , m a k i n g s u r e t o c h a n g e t h e U I N / D b o x t o N o n - u t i l i t y . .. , ", I t "" ' ~) ~ Pr a c t i c e Ru s s W r i g h t c a l l s t o m a k e a a a n g e m e n t s . H e a g r e e s t o p a y t h e 6 1 - 90 & 9 1 + b a l a n c e to d a y a t a p a y s t a t i o n , a n d t h e r e m a i n i n g a m o u n t 2 w e e k s f r o m t o d a y b y m a i l . Pa y s t a t i o n $2 1 2 . 39 ( 7 2 . 87 + 1 3 9 . 52 ) $1 3 9 . 65 ( 7 3 . 43 + 6 6 . 22 ) t w o w e e k s f r o m t o d a y b y m a i l US A a r r a n g e m e n t s $3 0 . 4 0 ( 2 0 . 90 + 9 . 50 ) a t t h e p a y s t a t i o n t o d a y ; $ 1 9 . (9 . 50 + 9 . 50 ) b y m a i l i n t w o w e e k s Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - .. . ,: ! a l k ~ . ~~ , !l I i - US l n g t h e P a y " ' , e n t A r r a nl i e m e n t w i n do w Ch a n g i n g pa y m e n t a r r a n g e m e n t Th e P a y m e n t A r r a n g e m e n t w i n d o w i s a l s o w h e r e a r r a n g e m e n t s c a n b e c h a n g e d o r ca n c e l e d . A c h a n g e t o a n a r r a n g e m e n t s h o u l d o n l y b e d o n e i f y o u ve j u s t s e t t h e a r r a n g e m e n t up a n d n e e d t o c o r r e c t s o m e t h i n g , o r y o u n e e d t o c a n c e l t h e a r r a n g e m e n t t h e s a m e da y t h e a r r a n g e m e n t w a s a d d e d . W h e n m a k i n g a c h a n g e , b e s u r e t o r e c o r d t h e r e a s o n in t h e C o m m e n t s b o x . I f y o u c a n t c h a n g e t h e e x i s t i n g a g r e e m e n t , c a n c e l t h e pa y m e n t a r r a n g e m e n t a n d a d d a n e w o n e . It i s i m p o r t a n t t o l e t t h e s y s t e m m a r k i n s t a l l m e n t s a s k e p t o r m i s s e d , r a t h e r t h a n u s e r s ma n u a l l y c h a n g i n g t h e i n s t a l l m e n t s t a t u s e s . Us i n g o u r p r e v i o u s e x a m p l e , l e t ' s c a n c e l t h e p a y m e n t a r r a n g e m e n t . Pe n e l o p e H o l i d a y c a l l s b a c k . S h e i s a b l e t o k e e p h e r a r r a n g e m e n t s , b u t b e c a u s e s h e is w o r k i n g l a t e , s h e w i l l p a y t o d a y ' s i n s t a l l m e n t a t a p a y s t a t i o n i n s t e a d of b y m a i l . 1. J e t S e a r c h f o r Pe n e l o p e H o l i d a y . 2. I n th e P o t e n t i a l J e t S o n s , c l i c k P a y m e n t A r r a n g e m e n t . Th e P a y m e n t A r r a n g e m e n t w i n d o w d i s p l a y s t h e m o s t r e c e n t p a y m e n t ar r a n g e m e n t f o r t h e a c c o u n t t h a t i s c u r r e n t l y a c t i v e i n t h e J e t S e a r c h w i n d o w . 3. I n th e S c h e d u l e d P a y m e n t s t a b l e , h i g h l i g h t t h e i n s t a l l m e n t l i n e y o u w a n t t o ch a n g e . 4. U s i n g t h e b o x e s be l o w t h e t a b l e , m a k e t h e r e q u e s t e d c h a n g e s . Yo u s h o u l d n o t u s e t h e ' Ch a n g e ' a c t i o n t o s e t u p a ne w s e t o f a r r a n g e m e n t s . I n s t e a d , y o u w o u l d c a n c e l th e f i r s t s e t a n d s e t u p a n e w s e c o n d s e t . St u d e n t s h o u l d N O T d o t h i s w a l k t h r o u g h w i t h y o u th e y w i l l u s e t h e a c c o u n t i n t h e e x e r c i s e s . Th e P a y m e n t A r r a n g e m e n t w i n d o w d i s p l a y s t h e m o s t re c e n t p a y m e n t a r r a n g e m e n t f o r t h e a c c o u n t t h a t i s cu r r e n t l y a c t i v e i n t h e J e t S e a r c h w i n d o w . I n t h i s c a s e th i s i s t h e p a y m e n t a r r a n g e m e n t we wa n t t o c h a n g e . Hi g h l i g h t t h e f i r s t i n s t a l l m e n t Ch a n g e t h e M e t h o d t o P a y S t a t i o n . Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - 5. C l i c k th e M o d i f y b u t t o n . 6. I n th e C o m m e n t s b o x , e n t e r t h e r e q u i r e d c u s t o m e r c o m m e n t s . 7. I n th e A c t i o n m e n u , c l i c k C h a n g e . Ca n c e l i n g pa y m e n t a r r a n g e m e n t If a c u s t o m e r w i s h e s t o c a n c e l a n e n t i r e a r r a n g e m e n t o r i n s t a l l m e n t ( s ) , w e s t i l l n e e d a re c o r d t o e x i s t s h o w i n g t h e a r r a n g e m e n t a n d i t s s c h e d u l e d p a y m e n t s . Y o u c a n c a n c e l th e e n t i r e o r i g i n a l a r r a n g e m e n t u s i n g t h e c a n c e l a c t i o n . T h e C a n c e l c o m m a n d ch a n g e s t h e s t a t u s o f a n y p e n d i n g s c h e d u l e d p a y m e n t s t o c a n c e l e d . I n d i v i d u a l in s t a l l m e n t s c a n b e c a n c e l e d b y c h a n g i n g t h e i r s t a t u s t o C a n c e l e d . Ru s t y I r o n s h a s s e t u p a r r a n g e m e n t s f o r h i s $ 1 5 0 0 d e p o s i t . A f t e r s e t t i n g t h e s e ar r a n g e m e n t s , h e r e a l i z e d h e w o u l d b e a b l e t o p a y i t o f f s o o n e r . H e c a n p a y $ 7 5 0 to d a y i n t h e o f f i c e , a n d $ 7 5 0 a w e e k f r o m t o d a y b y m a i l . 1. J e t S e a r c h f o r Ru s t y I r o n s . 2. I n th e P o t e n t i a l J e t S o n s , c l i c k P a y m e n t A r r a n g e m e n t . 3. I n th e C o m m e n t s b o x , e n t e r t h e r e q u i r e d c u s t o m e r c o m m e n t s . 4. I n th e A c t i o n m e n u , c l i c k C h a n g e . 5. I n th e A c t i o n m e n u , c l i c k C a n c e l . . A wi n d o w a p p e a r s a s k i n g y o u t o v e r i f y t h e c a n c e l l a t i o n . 6. C l i c k OK . . A m e s s a g e , " Yo u r o p e r a t i o n w a s s u c c e s s f u l " , d i s p l a y s i n t h e s t a t u s b a r . 7. T h e n e w a r r a n g e m e n t s wo u l d t h e n b e e n t e r e d . De l e t i n g pa y m e n t a r r a n g e m e n t If a c u s t o m e r c h a n g e s o r c a n c e l s h i s o r h e r a r r a n g e m e n t , w e s t i l l n e e d t o k e e p a Co m m e n t s m i g h t b e s o m e t h i n g l i k e " Pe n e l o p e h a s t o wo r k l a t e s o w i l l b e a t a p a y s t a t i o n i n s t e a d o f b y m a i L " St r e s s t h a t w e n e e d t o m a i n t a i n a r e c o r d o f w h a t or i g i n a l l y e x i s t e d . I f y o u n e e d t o s e t u p a n e w s e t o f ar r a n g e m e n t s , f i r s t c a n c e l t h e o r i g i n a l s e t , t h e n a d d a ne w s e t . N e v e r o v e r l a y t h e i n f o r m a t i o n o n t h e o r i g i n a l se t . St u d e n t s h o u l d N O T d o t h i s w a l k t h r o u g h w i t h y o u th e y w i l l u s e t h e a c c o u n t i n t h e e x e r c i s e s . Th e w i n d o w d i s p l a y s t h e m o s t r e c e n t p a y m e n t ar r a n g e m e n t f o r t h e a c c o u n t . li n c l u d e w h y y o u a r e c a n c e l i n g t h e a r r a n g e m e n t s . Th i s s a v e s t h e c o m m e n t s . Ca n c e l n o t d e l e t e ! A w i n d o w a p p e a r s a s k i n g y o u t o ve r i f y t h e c a n c e l l a t i o n . Th e m e s s a g e , Y o u r o p e r a t i o n w a s s u c c e s s f u l di s p l a y s i n t h e s t a t u s b a r . St r e s s t h a t w e n e v e r , e v e r w a n t t o d e l e t e a p a y m e n t Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - re c o r d o f t h e a r r a n g e m e n t a n d w h a t t o o k p l a c e . D e l e t i n g a p a y m e n t a r r a n g e m e n t wo u l d r e m o v e a l l r e c o r d o f t h e a r r a n g e m e n t , s o w e d o n o t w a n t t o d o t h i s . I f y o u ha v e s e t u p a p a y m e n t a r r a n g e m e n t i n e r r o r o r w i t h i n c o r r e c t i n f o r m a t i o n t h a t c a n be c o r r e c t e d , d o n o t d e l e t e i t . I n s t e a d , a d d a c o m m e n t , a c t i o n c h a n g e , a n d t h e n c a n c e l th e a r r a n g e m e n t a n d s e t u p a n e w o n e i f r e q u i r e d . Pr a c t i c e 1. W h a t h a p p e n s if y o u t r y t o c r e a t e a n e w a r r a n g e m e n t f o r a n a c c o u n t t h a t a l r e a d y ha s a n e x i s t i n g a r r a n g e m e n t w i t h p e n d i n g p a y m e n t s ? 2. P a t Wh i t e h a w k i s u n a b l e t o k e e p t h e a r r a n g e m e n t s h e m a d e , b u t a n e n e r g y as s i s t a n c e a g e n c y w i l l p a y $ 5 0 . H e w i l l b e a b l e t o m a i l t h e r e m a i n i n g b a l a n c e o f $6 . 16 t o d a y . H i s p r e v i o u s s e t o f a r r a n g e m e n t s i s n o l o n g e r v a l i d . Hi n t : S i n c e t h e f i r s t s e t o f a r r a n g e m e n t s i s n o l o n g e r v a l i d , y o u w i l l n e e d t o ca n c e l i t . ar r a n g e m e n t . 12 m i n u t e s If y o u t r y t o c r e a t e a n e w a r r a n g e m e n t f o r a n a c c o u n t th a t a l r e a d y h a s a n e x i s t i n g a r r a n g e m e n t w i t h p e n d i n g pa y m e n t s , t h e s y s t e m i s s u e s a w a r n i n g . 1. J e t S e a r c h fo r W h i t e h a w k , P a t . 2. F r o m t h e Po t e n t i a l J e t S o n s s e l e c t P a y m e n t Ar r a n g e m e n t s . 3. A d d c o m m e n t s , s u c h a s ' ca n c e l i n g p a y m e n t ar r a n g e m e n t s a n d s e t t i n g u p n e w s e t f o r E A . 4. F r o m t h e Ac t i o n m e n u , s e l e c t C h a n g e . ( M a y g e t wa r n i n g m e s s a g e t h a t a r r a n g e m e n t s a r e m o r e th a n 4 5 d a y s i n f u t u r e - O K . 5. F r o m t h e Ac t i o n m e n u , s e l e c t C a n c e l . 6. Cl i c k O K 7. F r o m t h e Ac t i o n m e n u , s e l e c t C l e a r . 8. E n t e r ne w a r r a n g e m e n t s : W h o i s P a t , Co m m e n t s - en e r g y a s s i s t a n c e p a y m e n t o f $ 5 0 , P a t w i l l p a y $6 . 16 b a l a n c e i n m a i l t o d a y , P a y D a t e i s t o d a y da t e , A m o u n t i s $ 5 0 , M e t h o d i s A s s i s t a n c e . C l i c k In s e r t 9. S e c o n d in s t a l l m e n t : A m o u n t i s $ 6 . , M e t h o d i s Ma i l . C l i c k I n s e r t 10 . F r o m t h e ac t i o n m e n u - s e l e c t A d d Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - 3. P e n e l o p e H o l i d a y ca l l s b a c k . S h e i s a b l e t o k e e p h e r a r r a n g e m e n t s , b u t b e c a u s e sh e i s w o r k i n g l a t e , s h e w i l l p a y t o d a y s i n s t a l l m e n t a t a p a y s t a t i o n i n s t e a d o f b y ma i l . 4. R u s t y I r o n s ha s s e t u p a r r a n g e m e n t s f o r h i s $ 1 5 0 0 d e p o s i t . A f t e r s e t t i n g t h e s e ar r a n g e m e n t s , h e r e a l i z e d h e w o u l d b e a b l e t o p a y i t o f f s o o n e r . H e c a n p a y $ 7 5 0 to d a y a t a p a y s t a t i o n , a n d $ 7 5 0 a w e e k f r o m t o d a y b y m a i l . Le s s o n 2 S u m m a r y . A pa y m e n t a r r a n g e m e n t i s a n a g r e e m e n t b e t w e e n a c u s t o m e r a n d I d a h o P o w e r fo r t h a t c u s t o m e r t o pa y o f f d e l i n q u e n t de b t s . . Y o u ca n a d d , c h a n g e , a n d c a n c e l p a y m e n t a r r a n g e m e n t s i n t h e P a y m e n t Ar r a n g e m e n t w i n d o w . Wh e n a d d i n g p a y m e n t a r r a n g e m e n t s , m a k e s u r e t o f o l l o w o u r c o l l e c t i o n r u l e s . Mi n o r c h a n g e s c a n b e m a d e t o p a y m e n t a r r a n g e m e n t s , b u t i f a m a j o r c h a n g e i s ne e d e d , a d d c o m m e n t s t o t h e a r r a n g e m e n t , u s e a c t i o n c h a n g e , a n d t h e n c a n c e l i t an d a d d a n e w o n e . A r r a n g e m e n t s s h o u l d n e v e r b e d e l e t e d . JI I & St u d e n t s a r e d o i n g t h e s a m e a s i n s t r u c t o r d i d i n wa l k t h r o u g h a b o v e . St u d e n t s a r e d o i n g t h e s a m e a s i n s t r u c t o r d i d i n wa l k t h r o u g h a b o v e . 2 M i n u t e s Ar e t h e r e a n y q u e s t i o n s ? Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - Le s s o n 3 - Ac c e s s i n g t h e P a y m e n t Ar r a n g e m e n t Si b l i n g s w i n d o w ~~ ' ;'f ' i 0 t ) \ j 1 r " ' i : i 1 ' : ; - ; ~ ; 7 f f ? f , , : , IT " i ' O " F : , , ; i f ! ' , ; : ? " : : ; f " ' : Ti : , :,' !F ; ' ;, ' :', ,N ' , ' : ? ' ",: " :: ' "" ' ,;y , , ; " Y : ? + L :" , ,:: ' ,:, :c : ' , " :'; " ': ' '/ : \ \ 0 ' : : 0 ; : : 7 " : In f o r m a t i o n - Us i n g t h e P a y m e n t A r r a n g e m e n t S i b l i n g s b u t t o n Wh e n a n a c c o u n t h a s m u l t i p l e p a y m e n t a r r a n g e m e n t s , t h e P a y m e n t A r r a n g e m e n t Si b l i n g s b u t t o n i s v i s i b l e . P r e s s i n g t h i s b u t t o n l a u n c h e s t h e P a y m e n t A r r a n g e m e n t Si b l i n g w i n d o w . T h i s w i n d o w d i s p l a y s a l l o t h e r p a y m e n t a r r a n g e m e n t s l i n k e d t o t h e ac c o u n t i n r e v e r s e c h r o n o l o g i c a l o r d e r . T h e P a y m e n t Ar r a n g e m e n t S i b l i n g s b u t t o n ca n b e e s p e c i a l l y h e l p f u l i n d e t e r m i n i n g w h e t h e r a c u s t o m e r i s e l i g i b l e f o r ar r a n g e m e n t s . Wa l k t h r o u g h - U s i n g t h e P a y m e n t Ar ; ' a n g e m e n t S i b l i n g s b u t t o n Ro g e r M a r t i n i s u n a b l e t o p a y h i s b i l l a n d w a n t s t o m a k e a r r a n g e m e n t s . I s h e e l i g i b l e fo r a r r a n g e m e n t s ? 1. J e t S e a r c h f o r Ro g e r M a r t i n . 2. F r o m t h e Po t e n t i a l J e t S o n s , c l i c k o n C r e d i t C o l l e c t i o n H i s t o r y b y A c c o u n t a n d Ap p l y C r i t e r i a . No t i c e 2 a r r a n g e m e n t s , o n e c a n c e l l e d a n d o n e b r o k e n . 3. H i g h l i g h t th e B r o k e n a r r a n g e m e n t o n 6 / 2 / 0 0 a n d c l i c k o n E v e n t / P a y Ar r a n g e m e n t b u t t o n lQ l & 2 m i n u t e s Th e P a y m e n t A r r a n g e m e n t S i b l i n g s bu t t o n i s n o t vi s i b l e w h e n t h e r e i s n t a n y o t h e r p a y m e n t ar r a n g e m e n t s l i n k e d t o t h e a c c o u n t . 4 m i n u t e s Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o , La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - ... 4. C l i c k th e P a y m e n t A r r a n g e m e n t S i b l i n g s bu t t o n . Th e P a y m e n t A r r a n g e m e n t S i b l i n g s w i n d o w o p e n s a n d d i s p l a y s a l i s t i n g o f al l p a y m e n t a r r a n g e m e n t s f o r t h e a c c o u n t . Pa y m e n t A r r a n g e m e n t s S i b l i n g s w i n d o w Wh e n y o u t e l l R o g e r t h a t h e i s i n e l i g i b l e f o r a r r a n g e m e n t s b e c a u s e h i s l a s t s e t w a s br o k e n , h e a s k s a b o u t t h e d e t a i l s . T o v i e w h i s l a s t s e t o f p a y m e n t a r r a n g e m e n t s hi g h l i g h t a p a y m e n t a r r a n g e m e n t l i n e , a n d t h e n c l i c k t h e L a u n c h b u t t o n . Re m e m b e r , t h e P a y m e n t A r r a n g e m e n t S i b l i n g s bu t t o n i s o n l y v i s i b l e w h e n t h e r e a r e m u l t i p l e ar r a n g e m e n t s o n a n a c c o u n t . Th e P a y m e n t A r r a n g e m e n t S i b l i n g s w i n d o w o p e n s an d d i s p l a y s lis t i n g of al l p a y m e n t a r r a n g e m e n t s f o r th e a c c o u n t . Se e R o g e r M a r t i n f o r a n e x a m p l e . Cl i c k o n t h e t o p l i n e ( t h e b r o k e n a r r a n g e m e n t s ) a n d th e n c l i c k l a u n c h . T h e p a y m e n t a r r a n g e m e n t w i n d o w wi l l o p e n w i t h t h e s e l e c t e d p a y m e n t a r r a n g e m e n t s di s p l a y e d . Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - Pr a c t i c e "" " " " " " " " " " " "" " " " " " " " " " " " ," ' "' " " " " " " " ' ,m . . Te s t y o u k n o w l e d g e a b o u t p a y m e n t a r r a n g e m e n t s b y a n s w e r i n g t h e q u e s t i o n s b e l o w . 1. J e t S e a r c h f o r La w r e n c e M a y e r . H a s h e e v e r h a d a r r a n g e m e n t s ? I f s o , h o w m a n y se t s ? W o u l d h e b e e l i g i b l e f o r a r r a n g e m e n t s ? 2. J o n a t h a n M i c h a e l s c a l l s i n a n d s t a t e s h e i s b r i n g i n g a m e d i c a l c e r t i f i c a t e i n t o t h e of f i c e t o d a y t o p r e v e n t d i s c o n n e c t i o n f o r n o n - pa y m e n t . W h a t d o y o u n e e d t o d o ? Ma k e t h e a p p r o p r i a t e a r r a n g e m e n t s . 3. D o n a l d M i l l s a p w a n t s t o s e t u p a r r a n g e m e n t s t o p a y $ 5 0 e a c h F r i d a y a t a p a y st a t i o n f o r t h e n e x t 1 0 w e e k s . I s h e e l i g i b l e f o r t h i s t y p e o f a r r a n g e m e n t ? I f n o t , i s th e r e a n o t h e r t y p e o f a r r a n g e m e n t y o u c a n o f f e r ? Hi n t : P a y c l o s e a t t e n t i o n t o t h e j u r i s d i c t i o n a n d t h i n k c u s t o m e r c o m m e n t s . 8 m i n u t e s 1. J e t S e a r c h fo r M a y e r , L a w r e n c e . 2. L o o k at C r e d i t C o l l e c t i o n H i s t o r y b y A c c o u n t 3. Hi g h l i g h t o n e a r r a n g e m e n t , c l i c k o n E v e n t / P a y Ar r a n g e m e n t b u t t o n 4. L o o k at t h i s a r r a n g e m e n t . 5. Cl i c k P a y m e n t A r r a n g e m e n t S i b l i n g s b u t t o n . An s w e r s : Y e s , 2 , a n d N o . 1, J e t S e a r c h fo r M i c h a e l s , J o n a t h a n . 2. F r o m th e P o t e n t i a l J e t S o n s , s e l e c t C r e d i t C o l l e c t i o n Hi s t o r y b y A c c o u n t a n d A p p l y C r i t e r i a Th e r e i s a n a c t i v e F D N 3, F r o m t h e Po t e n t i a l J e t S o n s , s e l e c t P a y m e n t Ar r a n g e m e n t s . 4. S e t u p a r r a n g e m e n t s . Wh o i s J o n a t h a n Co m m e n t s : b r i n g i n g m e d i c a l c e r t i f i c a t e i n t o o f f i c e to d a y t o s t o p C F N P . J o n a t h a n a d v i s e d b a l a n c e i n f u l l du e a t e n d o f 3 0 d a y s , n o o t h e r a r r a n g e m e n t s . Pa y D a t e i s t o d a y s d a t e . Am o u n t $ 5 2 8 . Me t h o d i s M e d i c a l C e r t i f i c a t e . 6. C l i c k I n s e r t , t h e n f r o m t h e A c t i o n m e n u , s e l e c t A d d . St u d e n t s a r e n o t e x p e c t e d t o s e t u p a n y a r r a n g e m e n t s fo r t h i s P r a c t i c e . 1. J e t S e a r c h f o r Mi l l s a p , D o n a l d . , t h e s e w o u l d n o t b e a c c e p t a b l e a r r a n g e m e n t s si n c e t h e y d o n o t f o l l o w o u r c o l l e c t i o n p o l i c y . He i s i n t h e O r e g o n j u r i s d i c a t i o n ( s e e a d d r e s s o n Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - Le s s o n 3 S u m m a r y Th e P a y m e n t A r r a n g e m e n t S i b l i n g s b u t t o n i s o n l y av a i l a b l e i f t h e r e a r e m u l t i p l e ar r a n g e m e n t s o n t h e a c c o u n t . T h i s b u t t o n l a u n c h e s t h e P a y m e n t A r r a n g e m e n t Si b l i n g s w i n d o w s o y o u c a n s e e a n o v e r v i e w o f a c u s t o m e r s p a y m e n t a r r a n g e m e n t s an d e a c h c o r r e s p o n d i n g s t a t u s . Ne x t , l e t ' s l o o k a t t h e P a y m e n t A r r a n g e m e n t H i s t o r y w i n d o w . Je t S e a r c h ) . 2. F r o m t h e Po t e n t i a l J e t S o n , o p e n P a y m e n t Ar r a n g e m e n t . He h a s n t h a d a n y a r r a n g e m e n t s . 3. F r o m t h e Po t e n t i a l J e t S o n s , o p e n C u s t o m e r Co n t a c t s f o r A c c o u n t Th e o n l y c o m m e n t s a r e h i s t o r i c a l o n e s . H e h a s n be e n o f f e r e d L e v e l i z e d P a y o r E q u a l P a y s o w e wo u l d n e e d t o o f f e r t h o s e o p t i o n s . 2 m i n u t e s Ar e t h e r e a n y q u e s t i o n s ? Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o , La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - Le s s o n 4 - Us i n g t h e P a y m e n t A r r a n g e m e n t H i s t o r y wi n d o w ~; 8 1 ; T , ' ! ' f j / 1 ! P c 7 ' pt ~ , ; ; c " " , c,; " , "" " , " '7 F " ';' : O " "! , , , , , , C" " ,:, " " ' ', " "; ' ,,, ' , ; , In f o r m a t i o n - Us i n g t h e P a y m e n t A r r a n g e m e n t H i s t o r y w i n d o w Th e P a y m e n t A r r a n g e m e n t H i s t o r y w i n d o w i s a q u i c k w a y t o d i s p l a y t h e ar r a n g e m e n t h i s t o r y f o r a g i v e n a c c o u n t . Y o u c a n a l s o a c c e s s p a y m e n t a r r a n g e m e n t s fr o m t h i s w i n d o w . CI S P L U S i ! ! ) tr a c k s a p a y m e n t a r r a n g e m e n t ' s s c h e d u l e d p a y m e n t s , a n d t r i e s t o au t o m a t i c a l l y d e t e r m i n e w h e n a n a r r a n g e m e n t h a s b e e n k e p t o r b r o k e n . T h e r e a r e tw o w a y s t h e s y s t e m t r a c k s p a y m e n t a r r a n g e m e n t s : Pa y m e n t r e c e i p t p r o c e s s i n g Pa y m e n t a r r a n g e m e n t b a t c h p r o c e s s i n g Pa y m e n t r e c e i p t p r o c e s s i n g Th e f i r s t p l a c e w h e r e a u t o m a t e d t r a c k i n g t a k e s p l a c e i s i n t h e p a y m e n t r e c e i p t pr o c e s s . A n y t i m e a p a y m e n t i s r e c e i v e d f o r a n a c c o u n t , t h e s y s t e m a t t e m p t s t o ma t c h t h e p a y m e n t a m o u n t w i t h a n e s t a b l i s h e d p a y m e n t a r r a n g e m e n t f o r t h a t ac c o u n t . A s i n g l e p a y m e n t c a n s a t i s f y o n l y a s i n g l e s c h e d u l e d p a y m e n t , s o i f a pa y m e n t d o e s n o t e x a c t l y m a t c h t h e c r i t e r i a o f t h e a r r a n g e m e n t , a r e p r e s e n t a t i v e i n th e c u s t o m e r a c c o u n t m a n a g e m e n t c e n t e r i s n o t i f i e d . Di s c r e p a n c i e s t h a t g e n e r a t e r e v i e w l i s t e n t r i e s o c c u r u n d e r t h e f o l l o w i n g ci r c u m s t a n c e s : 5 m i n u t e s Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - If t h e a m o u n t o f t h e a c t u a l p a y m e n t s e q u a l s o r e x c e e d s t h e e x p e c t e d a m o u n t s , t h e ar r a n g e m e n t i s m a r k e d a s k e p t . H o w e v e r , t h e s y s t e m d o e s n o t k n o w w h a t t o d o wi t h t h e e x t r a a m o u n t . If t h e a c t u a l p a y m e n t s a r e l e s s t h a n e x p e c t e d , t h e a r r a n g e m e n t ' s s c h e d u l e d pa y m e n t i s m a r k e d a s b r o k e n . A l l s u b s e q u e n t s c h e d u l e d p a y m e n t s a r e c a n c e l e d an d a r e v i e w l i s t e n t r y i s p o s t e d t o a r e p r e s e n t a t i v e i n t h e c u s t o m e r a c c o u n t ma n a g e m e n t c e n t e r . Or e g o n i s a n e x c e p t i o n . T h e s y s t e m s e t s t h e s t a t u s t o u n p a i d w h e n i t h a s de t e r m i n e d t h a t t h e c u s t o m e r h a s n o t m a d e t h e p a y m e n t b y t h e d u e d a t e . Th e s c h e d u l e d p a y m e n t i s C B + , a n d t h e s y s t e m d e t e c t s a c a n c e l e d b i l l . Th e s c h e d u l e d p a y m e n t i s C B + , a n d t h e s y s t e m d e t e c t s o t h e r d e b i t s o r c r e d i t s t o th e c u s t o m e r s a c c o u n t ( c r e a t e d i n t h e f o r m o f a d j u s t m e n t s ) . If t h e p a y m e n t r e c e i v e d b e f o r e t h e d u e d a t e i s l e s s t h a n t h e s c h e d u l e d pa y m e n t a m o u n t , t h i s i s n o t a d i s c r e p a n c y . T h e s y s t e m d o e s n o t e x p e c t t o re c e i v e a p a y m e n t u n t i l t h e d u e d a t e , s o i t d o e s n o t r e c o r d a p a y m e n t a s br o k e n u n t i l t h e d u e d a t e h a s p a s s e d . Pa y m e n t a r r a n g e m e n t b a t c h p r o c e s s i n g Th e s e c o n d p l a c e w h e r e a u t o m a t e d t r a c k i n g t a k e s p l a c e i s i n a s p e c i a l b a t c h p r o c e s s ca l l e d p a y m e n t a r r a n g e m e n t p r o c e s s i n g . T h i s b a t c h j o b r u n s o n a r e g u l a r b a s i s a n d id e n t i f i e s a l l a r r a n g e m e n t s t h a t h a v e r e a c h e d a s c h e d u l e d p a y m e n t d u e d a t e . I t t h e n tr i e s t o d e t e r m i n e w h e t h e r t h e a r r a n g e m e n t h a s b e e n k e p t o r b r o k e n . P a y m e n t ar r a n g e m e n t p r o c e s s i n g d o e s n o t e v a l u a t e a r r a n g e m e n t s t h a t h a v e a l r e a d y b e e n ma r k e d a s k e p t b y t h e p a y m e n t p r o c e s s . i. e . a r r g 1 0 / 2 0 $ 4 0 py m t 1 0 / 1 9 $ 1 0 No b r o k e n u n t i l 1 0 / 2 0 p a s s e s . Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - FZ r t Wa l k t h r o u g h - A c c e s s i n g t h e P a y m e n t Ar r a n g e m e n t H i s t o r y wi n d o w We a r e g o i n g t o u s e t h i s W a l k t h r o u g h t o l o o k a t t h e P a y m e n t A r r a n g e m e n t H i s t o r y wi n d o w . Ro g e r M a r t i n c a l l s a n d w a n t s t o s e t u p p a y m e n t a r r a n g e m e n t s . I s h e e l i g i b l e f o r ar r a n g e m e n t s ? 1. J e t S e a r c h f o r Ro g e r M a r t i n . 2. I n th e P o t e n t i a l J e t S o n s , c l i c k P a y m e n t A r r a n g e m e n t H i s t o r y . Th e w i n d o w o p e n s w i t h a c h r o n o l o g i c a l d i s p l a y o f t h e p a y m e n t a r r a n g e m e n t hi s t o r y f o r t h e a c c o u n t a n d t h e n u m b e r o f s c h e d u l e d p a y m e n t s f o r e a c h . 5 m i n u t e s Th e w i n d o w o p e n s w i t h ch r o n o l o g i c a l d i s p l a y of th e pa y m e n t a r r a n g e m e n t h i s t o r y f o r t h e a c c o u n t a n d t h e nu m b e r o f s c h e d u l e d p a y m e n t s f o r e a c h . Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - Pa y m e n t A r r a n g e m e n t H i s t o r y w i n d o w Le t ' s t a k e a q u i c k l o o k a t t h e S e a r c h C r i t e r i a s e c t i o n . Ac c o u n t Th e A c c o u n t G o L o o k b u t t o n i n v o k e s t h e Ac c o u n t S e a r c h w i n d o w . Y o u m u s t sp e c i f y a n a c c o u n t i n o r d e r t o s e a r c h f o r p a y m e n t a r r a n g e m e n t s . T h e a c c o u n t na m e i s d i s p l a y e d a d j a c e n t . I f a n a c c o u n t i s p r o v i d e d w h e n t h i s w i n d o w i s op e n e d , t h e t a b l e i s a u t o m a t i c a l l y p o p u l a t e d . T h i s i s a r e q u i r e d b o x . To D a t e In f o r m a t i o n i n t h e T o D a t e b o x i s u s e d a s t h e m o s t r e c e n t d a t e f o r w h i c h t o di s p l a y p a y m e n t a r r a n g e m e n t s r e l a t e d t o t h e a c c o u n t . T h i s b o x i s o p t i o n a l . Ac c o u n t h a s p r e v i o u s b r o k e n a r r a n g e m e n t s s o h e i s no t e l i g i b l e a n o t h e r s e t o f a r r a n g e m e n t s Qu i c k l y re v i e w t h e i n f o r m a t i o n . Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - Ap p l y C r i t e r i a Th e A p p l y C r i t e r i a b u t t o n po p u l a t e s t h e A r r a n g e m e n t s t a b l e b e l o w . Sh o w S c h e d u l e d P a y m e n t s Ch e c k t h i s b o x t o d i s p l a y t h e i n d i v i d u a l i n s t a l l m e n t s f o r a n a r r a n g e m e n t . Th e P a y m e n t A r r a n g e m e n t s t a b l e c o n t a i n s t h e p a y m e n t a r r a n g e m e n t s t h a t m a t c h t h e sp e c i f i e d c r i t e r i a d i s p l a y e d i n r e v e r s e c h r o n o l o g i c a l d a t e o r d e r . F r o m t h i s t a b l e , y o u ca n l a u n c h t o a p a y m e n t a r r a n g e m e n t . T h e f o l l o w i n g i n f o r m a t i o n i s d i s p l a y e d : Da t e Th e D a t e i n f o r m a t i o n s h o w s t h e d a t e t h e p a y m e n t a r r a n g e m e n t w a s m a d e . Se q Th e S e q i n f o r m a t i o n s h o w s t h e s e q u e n c e n u m b e r , w i t h i n a g i v e n d a y , o f t h e ar r a n g e m e n t . DP A Id a h o P o w e r w i l l n o t b e u s i n g . U/ N / D Th e U I N / D i n f o r m a t i o n i n d i c a t e s w h e t h e r t h e p a y m e n t a r r a n g e m e n t i s f o r a ut i l i t y , n o n - u t i l i t y , o r d e p o s i t . St a t u s Th e S t a t u s i n f o r m a t i o n d i s p l a y s t h e s t a t u s o f th e p a y m e n t a r r a n g e m e n t . Ch e c k t h i s b o x . Th e DP A in f o r m a t i o n i n d i c a t e s i f t h i s i s a d e f e r r e d pa y m e n t a r r a n g e m e n t . Th i s i s w h e r e w e s e e t h e B r o k e n . Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - Em p l o y e e Th e E m p l o y e e i n f o r m a t i o n s h o w s t h e n a m e o f t h e e m p l o y e e wh o m a d e t h e ar r a n g e m e n t s . Co m m e n t s Th e C o m m e n t s i n f o r m a t i o n i s t e x t d e s c r i b i n g th e r u l e s o f t h e a r r a n g e m e n t . Th e S c h e d u l e d P a y m e n t t a b l e s h o w s t h e i n d i v i d u a l i n s t a l l m e n t s i n t h e p a y m e n t ar r a n g e m e n t w h e n t h e S h o w S c h e d u l e d Pa y m e n t s i s c h e c k e d . T h e fo l l o w i n g in f o r m a t i o n i s d i s p l a y e d : St a t u s Th e S t a t u s i n f o r m a t i o n s h o w s t h e s t a t u s o f th e p a y m e n t . Pa y m e n t D a t e Th e P a y m e n t D a t e i n f o r m a t i o n sh o w s t h e a c t u a l p a y m e n t d a t e . Du e D a t e Th e D u e D a t e i n f o r m a t i o n s h o w s t h e d a t e o n w h i c h t h e p a y m e n t w a s o r is d u e . Am o u n t Th e A m o u n t i n f o r m a t i o n s h o w s t h e a m o u n t o f th e s c h e d u l e d p a y m e n t . Me t h o d Th e M e t h o d i s h o w t h e p a y m e n t i s b e i n g ma d e . So n o w t h a t w e k n o w a b o u t t h e w i n d o w , l e t ' s r e t u r n t o o u r p r o b l e m . 3. I n th e T o D a t e b o x , e n t e r t h e d a t e i f r e q u i r e d . 4. H i g h l i g h t an a r r a n g e m e n t a n d c h e c k t h e S h o w S c h e d u l e d Pa y m e n t s b o x i f re q u i r e d . Sc r o l l t o t h e r i g h t t o s h o w t h e c o m m e n t s a r e a . On l y p a y m e n t s o n or be f o r e t h i s d a t e a r e s h o w n . Le a v e d e f a u l t e d t o t o d a y s d a t e . Hi g h l i g h t i n g a n a r r a n g e m e n t a n d c l i c k i n g o n t h e La u n c h b u t t o n o p e n s t h e P a y m e n t A r r a n g e m e n t Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - K:f ~r , Pr a c t i c e -" " " "" ~ ' " " " " " " " ' " ' ~ " " ' "" ' " " " " ' " " " " ' " " Te s t y o u r k n o w l e d g e a b o u t t h e w i n d o w s w e j u s t t a l k e d a b o u t b y a n s w e r i n g t h e fo l l o w i n g q u e s t i o n s . 1. W h a t is t h e p r i m a r y r e a s o n f o r t r a c k i n g p a y m e n t a r r a n g e m e n t s ? 2. W h i c h t w o pl a c e s d o e s a u t o m a t e d t r a c k i n g t a k e s p l a c e ? 3. W h a t h a p p e n s if a p a y m e n t i s r e c e i v e d t h a t i s m o r e t h a n t h e s c h e d u l e d p a y m e n t ar r a n g e m e n t ? 4. A n n a Mo o d y w a n t s t o m a k e a r r a n g e m e n t s o n h e r b i l l . I s s h e e l i g i b l e f o r ar r a n g e m e n t s ? W h y o r w h y n o t ? wi n d o w w i t h t h e h i g h l i g h t e d a r r a n g e m e n t d i s p l a y e d . 4 m i n u t e s Th e p r i m a r y r e a s o n f o r t r a c k i n g p a y m e n t ar r a n g e m e n t s i s t o d e t e r m i n e w h e n a n a r r a n g e m e n t ha s b e e n k e p t o r b r o k e n . Au t o m a t e d t r a c k i n g t a k e s p l a c e i n p a y m e n t r e c e i p t pr o c e s s i n g a n d p a y m e n t a r r a n g e m e n t b a t c h pr o c e s s i n g . Th e p a y m e n t a r r a n g e m e n t i s m a r k e d a s k e p t , b u t si n c e t h e s y s t e m d o e s n t k n o w w h a t t o d o w i t h t h e ex t r a , i t g e n e r a t e s a r e v i e w l i s t e n t r y . Sh e i s e l i g i b l e . S h e h a s h a d o n e s e t o f a r r a n g e m e n t s th a t a r e b r o k e n , b u t s i n c e s h e i s i n O r e g o n a n d h a s n ye t b e e n o f f e r e d L e v e l i z e d P a y o r E q u a l P a y , w e wo u l d n e e d t o o f f e r t h o s e o p t i o n s . 1 . Je t S e a r c h f o r M o o d y , A n n a 2. F r o m t h e Po t e n t i a l J e t S o n , s e l e c t P a y m e n t Ar r a n g e m e n t H i s t o r y . P a y m e n t a r r a n g e m e n t i s br o k e n . 3. F r o m t h e Po t e n t i a l J e t S o n s , s e l e c t C u s t o m e r Co n t a c t s f o r A c c o u n t . T h e o n l y c u s t o m e r c o n t a c t s a r e hi s t o r i c a l . Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - Le s s o n 4 S u m m a r y "" " " " " " " " " " A " "" , " " " ~ " " " " " " " "" " " " " , "" " , , ,,,," " " , ' " An a r r a n g e m e n t ' s s c h e d u l e d p a y m e n t s a r e t r a c k e d a n d u p d a t e d au t o m a t i C a l l y b y CI S PL U S C W . Th e r e a r e t w o c o o p e r a t i n g p i e c e s t o t h i s a u t o m a t e d t r a c k i n g . Th e f i r s t p l a c e w h e r e a u t o m a t e d t r a c k i n g t a k e s p l a c e i s e m b e d d e d i n t h e pa y m e n t r e c e i p t p r o c e s s . Th e s e c o n d p l a c e w h e r e a u t o m a t e d t r a c k i n g t a k e s p l a c e i s i n a s p e c i a l b a t c h pr o c e s s t h a t i s p a r t o f c r e d i t a n d c o l l e c t i o n s . Th e P a y m e n t A r r a n g e m e n t H i s t o r y w i n d o w i s u s e f u l w h e n a n a c c o u n t h a s mu l t i p l e p a y m e n t a r r a n g e m e n t s a n d y o u a r e s e a r c h i n g f o r a p a r t i c u l a r p a y m e n t ar r a n g e m e n t . F r o m t h i s w i n d o w y o u c a n v i e w t h e i n d i v i d u a l i n s t a l l m e n t s i n a pa y m e n t a r r a n g e m e n t a n d l a u n c h t o a p a r t i c u l a r a r r a n g e m e n t . Ne x t , l e t ' s l o o k a t l e v e l i z e d p a y . 2 m i n u t e s Ar e t h e r e a n y q u e s t i o n s ? Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o , La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - Le s s o n 5 - Cr e a t i n g l e v e l i z e d p a y a r r a n g e m e n t s Ne w C o n c e p t s .." " ' " ' "" " , " ," , , " .,. . . "" " " " ," . . Bu d g e t ( L e v e l p a y ) i s n o l o n g e r o f f e r e d a s a p a y m e n t a r r a n g e m e n t o p t i o n . Le v e l i z e d p a y s h o u l d b e o f f e r e d t o O r e g o n c u s t o m e r s a n d c a n b e o f f e r e d t o I d a h o cu s t o m e r s . L e v e l i z e d p a y i s s e t u p a s a p a y m e n t a r r a n g e m e n t o v e r a t w e l v e - mo n t h p e r i o d . E a c h i n s t a l l m e n t i s e q u a l t o t h e a v e r a g e m o n t h l y b i l l p l u s 1 / 1 2 o f th e a c c o u n t b a l a n c e , a n d i s d u e b y t h e m o n t h l y d u e d a t e . T h e B u d g e t a m o u n t i s ca l c u l a t e d a n d u s e d a s t h e a v e r a g e m o n t h l y b i l l . T h e c u r r e n t b i l l i s n o t a d d e d t o th e i n s t a l l m e n t a m o u n t . ti ; I Wa l k t h r o u g h - Es t a b l i s h i n g l e v e l i z e d ' pa y a r r a n g e m e n t s Le t ' s l o o k a t h o w t o e s t a b l i s h l e v e l i z e d p a y a r r a n g e m e n t s f o r o u r q u a l i f y i n g cu s t o m e r s . Br a n d y M o r t o n c a l l s b e c a u s e s h e r e c e i v e d a r e m i n d e r n o t i c e a n d i s u n a b l e t o p a y h e r bi l l i n f u l l . A f t e r h e a r i n g h e r o p t i o n s , s h e c h o o s e s l e v e l i z e d p a y . S h e w i l l b e m a i l i n g he r p a y m e n t s i n . 1. D e t e r m i n e t h e Bu d g e t a m o u n t . T h i s i s t h e m o n t h l y i n s t a l l m e n t a m o u n t . 2. F r o m t h e Po t e n t i a l J e t S o n s , s e l e c t P a y m e n t A r r a n g e m e n t s . Jl l & 1 m i n u t e Th e y s h o u l d a l r e a d y k n o w t h i s o n e . 4 m i n u t e s St u d e n t s s h o u l d n o t d o t h i s w i t h y o u - th e y w i l l u s e th i s c u s t o m e r i n t h e e x e r c i s e s , Je t S e a r c h f o r M o r t o n , B r a n d y . P o i n t o u t t h a t s h e i s a n Or e g o n c u s t o m e r . R e m e m b e r , w e w o u l d h a v e t o de t e r m i n e w h a t h e r o p t i o n s a r e . W e w o u l d c h e c k t o se e i f s h e h a s h a d a r r a n g e m e n t s a l r e a d y , a n d i f s h e ha s b e e n o f f e r e d L e v e l i z e d o r E q u a l P a y . C h e c k C & C Ac c o u n t H i s t o r y a n d l e a v e o p e n . De t e r m i n e B u d g e t a m o u n t : F r o m t h e P o t e n t i a l Je t S o n s , o p e n B u d g e t . I f t h e r e i s e n o u g h h i s t o r y , C I S PL U S C I D wi l l c a l c u l a t e t h e b u d g e t a m o u n t . Br a n d y Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - 3. I n th e W h o b o x , e n t e r t h e n a m e o f t h e p e r s o n w h o i s m a k i n g t h e a r r a n g e m e n t . 4. T h e U I N I D b o x de f a u l t s t o U t i l i t y . L e a v e i t a s is . 5. I n th e C o m m e n t s b o x , e n t e r a p p r o p r i a t e c o m m e n t s . 6. I n th e S c h e d u l e d P a y m e n t s s e c t i o n , f i l l i n t h e f o l l o w i n g i n f o r m a t i o n : In t h e P a y D a t e b o x , e n t e r t h e a p p r o p r i a t e d a t e . In t h e M e t h o d b o x , c l i c k t h e m e t h o d o f p a y m e n t In t h e A m o u n t b o x , e n t e r t h e a m o u n t o f t h e f i r s t i n s t a l l m e n t . 7. C l i c k th e I n s e r t b u t t o n . 8. R e p e a t s t e p s 7 a n d 8 f o r e a c h a d d i t i o n a l i n s t a l l m e n t . Lo o k u p t h e c u s t o m e r s B i l l C y c l e o n t h e M e t e r R e a d i n g a n d B i l l i n g S c h e d u l e t o de t e r m i n e t h e d u e d a t e s o f e a c h p a y m e n t i n s t a l l m e n t . 9. I n th e A c t i o n m e n u , c l i c k A d d . Th e m e s s a g e " Th e c u r r e n t U t i l i t y a m o u n t d u e i s l e s s t h a n t h e P e n d i n g P a y m e n t s en t e r e d . P r e s s O K t o p r o c e e d . Co m m e n t s m i g h t i n c l u d e h a v e e x p l a i n e d l e v e l i z e d p a y ru l e s t o B r a n d y Pa y d a t e i s t o d a y s d a t e Ma i l 88 . Re p e a t 1 1 t i m e s f o r a t o t a l o f 1 2 i n s t a l l m e n t s . H e r no r m a l d u e d a t e f a l l s a b o u t t h e 5 t h o f e a c h m o n t h s o us e t h a t a s y o u r p a y d a t e s . P o i n t o u t t h e T o t a l l i n e i n th e S c h e d u l e d P a y m e n t s a r e a . I t s h o u l d s h o w t h e t o t a l nu m b e r o f p a y m e n t s a t 1 2 . On c e y o u a r e s u r e t h e s t u d e n t s u n d e r s t a n d h o w t o ad d a d d i t i o n a l i n s t a l l m e n t s , d e m o n s t r a t e t h e s h o r t - c u t . Hi g h l i g h t a n i n s t a l l m e n t , o v e r l a y t h e n e x t m o n t h s d a t e , th e n i n s t e a d o f c l i c k i n g m o d i f y I c l i c k i n s e r t . C o n t i n u e fo r a t o t a l o f 1 2 i n s t a l l m e n t s . Th e m e s s a g e " Th e c u r r e n t U t i l i t y a m o u n t d u e i s l e s s th a n t h e P e n d i n g P a y m e n t s e n t e r e d . " I t i s i m p o r t a n t t o ve r i f y t h a t y o u r a r r a n g e m e n t s a r e s e t u p c o r r e c t l y be f o r e p r e s s i n g O K . F o r e x a m p l e , i f a c u s t o m e r h a s bo t h a U S A a n d a n N S A a n d y o u w e r e s e t t i n g u p o n e se t o f a r r a n g e m e n t s f o r t h e U S A , y o u w o u l d g e t t h i s wa r n i n g . I n t h i s c a s e y o u w o u l d n o t w a n t t o c o n t i n u e . In s t e a d y o u w o u l d c l i c k C a n c e l a n d c o r r e c t y o u r ar r a n g e m e n t t o o n l y b e f o r t h e U S A d o l l a r s , t h e n a d d a s e c o n d s e t o f a r r a n g e m e n t s f o r t h e N S A d o l l a r s . Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - '. " " " " " ~ " ~ " ~ ' ., " ~ " "O " "" " " Le t ' s u s e t h e i n s t r u c t i o n s a b o v e t o w o r k t h r o u g h t h i s p r o b l e m t o g e t h e r . Th o m a s J o n e s i s u n a b l e t o p a y h i s b i l l i n f u l l . A f t e r h e a r i n g h i s o p t i o n s , h e r e q u e s t s le v e l i z e d p a y . H e l i k e s t o d r o p h i s p a y m e n t s i n o u r d r o p b o x . ll l J & 5 m i n u t e s 1. J e t S e a r c h fo r J o n e s , T h o m a s . H e i s a n O r e g o n cu s t o m e r ; w e w o u l d h a v e t o d e t e r m i n e w h a t h i s op t i o n s a r e . C h e c k t o s e e i f h e h a s h a d ar r a n g e m e n t s a l r e a d y , a n d i f h e h a s b e e n o f f e r e d Le v e l i z e d o r E q u a l P a y . , D e t e r m i n e b u d g e t a m o u n t . Fr o m t h e P o t e n t i a l J e t S o n s , o p e n B u d g e t . I f t h e r e i s en o u g h h i s t o r y , C I S PL U S ~ wi l l c a l c u l a t e t h e bu d g e t a m o u n t . T h i s a c c o u n t h a s a r e s i d e n t i a l se r v i c e w i t h a s u g g e s t e d b u d g e t a m o u n t o f $ 9 6 . I t al s o h a s a n O S L t h a t h a s n t b e e n o n s e r v i c e l o n g en o u g h t o s u g g e s t e d a b u d g e t . F o r t h e O S L u s e t h e am o u n t o f $ 1 0 ( 1 0 0 w a t t s o d i u m v a p o r l i g h t $9 . 27 / m o n t h ) . $ 1 0 6 m o n t h l y i n s t a l l m e n t a m o u n t . 3. F r o m t h e Po t e n t i a l J e t S o n s , s e l e c t P a y m e n t Ar r a n g e m e n t s . 4. E n t e r th e n e c e s s a r y i n f o r m a t i o n : T h o m a s Co m m e n t s i n c l u d e e x p l a i n e d l e v e l i z e d p a y r u l e s Pa y d a t e i s t o d a y s d a t e , M e t h o d i s D r o p B o x Am o u n t i s $ 1 0 6 . 00 . C l i c k I n s e r t 5. R e p e a t 1 1 ti m e s f o r a t o t a l o f 1 2 i n s t a l l m e n t s . H i s no r m a l d u e d a t e f a l l s a b o u t t h e 2 4 t h o f e a c h mo n t h ; u s e t h a t a s y o u r p a y d a t e s . P o i n t o u t t h e To t a l l i n e i n t h e S c h e d u l e d P a y m e n t s a r e a t h a t sh o w s t h e t o t a l n u m b e r o f p a y m e n t s a t 1 2 . 6. C l i c k A c t i o n A d d . Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - \. . Le s s o n 5 S u m m a r y "" " " " " " " " " " " ' , , ~ "" " " " " " ' , " " " " "" " , " " Le v e l i z e d p a y i s a p a y m e n t a r r a n g e m e n t w h e r e e a c h i n s t a l l m e n t i s e q u a l t o t h e av e r a g e m o n t h l y b i l l p l u s 1 / 1 2 o f t h e a c c o u n t b a l a n c e . I t i s a t w e l v e - m o n t h p a y m e n t ar r a n g e m e n t a n d e a c h i n s t a l l m e n t i s d u e b y t h e m o n t h l y d u e d a t e . Ne x t w e ll l o o k a t a p a y m e n t a r r a n g e m e n t f o r I d a h o r e s i d e n t s o n l y . 1 m i n u t e Ar e t h e r e a n y q u e s t i o n s ? Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - , . .. . Le s s o n 6 - Cr e a t i n g w h i t e r p a y a r r a n g e m e n t s Ne w C o n c e p t s "" , " ~ " "" , " " "~ " " " " " "" . " " " " " , ,,, , . . . . , , " "', , ' ," . . " "" " " " ' . . Wi n t e r p a y i s s e t u p a s a p a y m e n t a r r a n g e m e n t i n CI S P L U S ( I D . 11 0 1 10 0 1 0 1 1 0 1 1 1 0 1 1 ii x In f o r m a t i o n - Un d e r s t a n d i n g w i n t e r p a y .. ' ". . " ~ , ' " , , , ~ . . " ~ ~ ' T " ' .." ' .. ~ ' " "" ' " " " ..' ," ' . . ".. . . , Th e w i n t e r p a y m e n t p l a n i s a p a y m e n t a r r a n g e m e n t o f f e r e d i n I d a h o t o q u a l i f i e d cu s t o m e r s w h o a r e u n a b l e t o p a y t h e i r u t i l i t y b i l l s i n f u l l e a c h m o n t h d u r i n g t h e mo n t h s o f N o v e m b e r t h r o u g h M a r c h . C u s t o m e r s q u a l i f y f o r w i n t e r p a y i f : Th e h o u s e h o l d i n c l u d e s c h i l d r e n , e l d e r l y , o r i n f i r m p e r s o n s . Th e a c c o u n t b a l a n c e i s $ 7 5 o r l e s s , o r t h e a m o u n t d u e i s a o n e - m o n t h b i l l . Th e c u s t o m e r h a s k e p t l a s t y e a r s a r r a n g e m e n t s i f h e o r s h e w a s o n w i n t e r p a y . Wa l k t h r o u g h - E s t a b l i s h i n g w i n t e r pa y a r r a n g e m e n t s n. " " "" " ' , ..' Le t ' s l o o k a t h o w t o e s t a b l i s h a w i n t e r p a y a r r a n g e m e n t f o r o u r q u a l i f y i n g c u s t o m e r s . Ju l i a C C r a v e n i s a l a n d s c a p e r a n d i s s h o r t o f w o r k d u r i n g t h e w i n t e r . S h e h a s t h r e e sm a l l c h i l d r e n . S h e i s c u r r e n t l y o n B u d g e t f o r $ 2 5 , b u t h a s r e c e i v e d n o t i c e t h a t h e r Bu d g e t a m o u n t i s g o i n g t o b e r a i s e d t o $ 8 3 . S h e r e q u e s t s t o b e p l a c e d o n t h e w i n t e r 1 m i n u t e Ne w C S R s m a y n o t b e f a m i l i a r w i t h W i n t e r P a y . Re v i e w t h e r u l e s . 4 m i n u t e s Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - , - ", ; . pa y m e n t p l a n . S h e w i l l b e m a i l i n g h e r p a y m e n t s i n . 1. J e t S e a r c h f o r Ju l i a C r a v e n 2. D e t e r m i n e w h e t h e r s h e m e e t s th e c r i t e r i a a n d i s e l i g i b l e . Fr o m t h e P o t e n t i a l J e t S o n s , o p e n P a y m e n t A r r a n g e m e n t H i s t o r y . 3. D e t e r m i n e t h e B u d g e t am o u n t a n d d i v i d e i n h a l f . T h i s i s t h e m o n t h l y p a y m e n t . 4. C a n c e l B u d g e t f r o m h e r a c c o u n t , i f n e c e s s a r y . 5. F r o m t h e Po t e n t i a l J e t S o n s , o p e n P a y m e n t A r r a n g e m e n t s . 6. I n th e W h o b o x , e n t e r J u l i a . 7. T h e U I N I D b o x de f a u l t s t o U t i l i t y . L e a v e i t a s is . 8. I n th e C o m m e n t s b o x , e n t e r a p p r o p r i a t e c o m m e n t s . Yo u s h o u l d n o t e i n C o m m e n t s b o x t h a t c u s t o m e r w a s t o l d t h e w i n t e r p a y m e n t pl a n e n d s i n M a r c h a n d t h e y n e e d t o s e t u p f u r t h e r a r r a n g e m e n t s a t t h a t t i m e . 9. I n th e S c h e d u l e d P a y m e n t s s e c t i o n , f i l l i n t h e f o l l o w i n g i n f o r m a t i o n : In t h e P a y D a t e b o x , e n t e r t h e a p p r o p r i a t e d a t e . In t h e M e t h o d b o x , c l i c k t h e m e t h o d o f p a y m e n t Sh e i s a n I d a h o c u s t o m e r , s h e h a s d e c l a r e d s h e i s un a b l e t o p a y i n f u l l , a n d t h e r e a r e c h i l d r e n i n t h e ho m e . H e r a c c o u n t b a l a n c e i s $ 7 7 . 4 6 ( t h i s i s o v e r t h e $7 5 l i m i t , b u t w i t h i t b e i n g s o c l o s e a n d t h e l i m i t e d da t a b a s e , u s e i t a n y w a y ) . S h e h a s n o t h a d p r e v i o u s ar r a n g e m e n t s . Th i s c u s t o m e r i s a l r e a d y o n b u d g e t f o r $ 2 5 , b u t t h e su g g e s t e d b u d g e t i s $ 8 3 , s o t h e w i n t e r p a y a m o u n t wo u l d b e $ 4 2 . Fo r t h i s e x a m p l e , t h e b u d g e t w i l l n e e d c a n c e l e d . F r o m th e P o t e n t i a l J e t S o n s , o p e n B u d g e t . F r o m t h e A c t i o n me n u , s e l e c t C a n c e l . L o g a c u s t o m e r c o m m e n t b y cl i c k i n g o n t h e S t o r e C u s t o m e r C o n t a c t b u t t o n o n t h e Je t S e a r c h w i n d o w . S e l e c t a C C T y p e o f B U D G . A d d co m m e n t s t h a t i n c l u d e t h e r e a s o n f o r c a n c e l i n g t h e bu d g e t , t h e n c l i c k A d d . No t e i n t h e c o m m e n t s t h a t c u s t o m e r w a s t o l d t h e wi n t e r p a y m e n t p l a n e n d s i n M a r c h a n d t h e y n e e d t o se t u p f u r t h e r a r r a n g e m e n t s a t t h a t t i m e . Pa y d a t e i s t o d a y s d a t e Me t h o d i s m a i l Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - I - ,; : In t h e A m o u n t b o x , e n t e r t h e a m o u n t o f t h e f i r s t i n s t a l l m e n t . 10 . C l i c k t h e I n s e r t b u t t o n 11 . R e p e a t s t e p s 9 t h r o u g h 1 0 f o r e a c h a d d i t i o n a l i n s t a l l m e n t . 12 . I n t h e A c t i o n m e n u , c l i c k A d d . ... . , ,. . . 8i , / :. " 'r ~ : Pr a c t i c e Le t ' s u s e t h e i n s t r u c t i o n s a b o v e t o w o r k t h r o u g h t h i s p r o b l e m t o g e t h e r . Jo h a n n a L i n d s e y i s h a v i n g p r o b l e m s p a y i n g h e r w i n t e r e l e c t r i c b i l l s i n f u l l a n d i s sc h e d u l e d f o r d i s c o n n e c t i o n f o r n o n ' : ' pa y m e n t . S h e h a s a n e l d e r l y a u n t l i v i n g w i t h he r . S h e h e a r d a b o u t t h e w i n t e r p a y m e n t p l a n f r o m a c o - w o r k e r a n d w a n t s t o k n o w wh e t h e r s h e i s e l i g i b l e . I f s o , s e t u p h e r p a y m e n t a r r a n g e m e n t s . W h a t e l s e d o y o u ne e d t o d o ? Le s s o n 6 S u m m a r y In CI S P L U S (!\ ) th e w i n t e r p a y m e n t p l a n i s s e t u p a s a p a y m e n t a r r a n g e m e n t . Qu a l i f i e d c u s t o m e r s w h o a r e u n a b l e t o p a y t h e i r u t i l i t y b i l l s i n f u l l e a c h m o n t h du r i n g t h e m o n t h s o f N o v e m b e r t h r o u g h M a r c h a r e a b l e t o m a k e a p a y m e n t ar r a n g e m e n t w h e r e m o n t h l y i n s t a l l m e n t s a r e e q u a l t o 1 / 2 t h e i r a v e r a g e m o n t h l y co n s u m p t i o n ( 1 / 2 t h e i r b u d g e t a m o u n t ) . Th e n e x t a r r a n g e m e n t t y p e i s f o r O r e g o n c u s t o m e r s o n l y . Am o u n t i s $ 4 2 Us u a l l y a r o u n d 4 i n s t a l l m e n t s , d e p e n d i n g o n w h e n th e y s t a r t . 5 m i n u t e s Ye s , s h e i s e l i g i b l e s i n c e s h e i s a n I d a h o c u s t o m e r wh o i s u n a b l e t o p a y h e r b i l l i n f u l l , s h e h a s a n e l d e r l y pe r s o n i n t h e h o m e , s h e h a s n t b r o k e n a n y ar r a n g e m e n t s , a n d h e r t o t a l i s u n d e r $ 7 5 . 1 m i n u t e Ar e t h e r e a n y q u e s t i o n s ? Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - .. - . ~ .. . Le s s o n 7 - Cr e a t i n g e q u a l p a y a r r a n g e m e n t s In f o r m a t i o n - Un d e r s t a n d i n g e q u a l p a y , " , ," " " "" " . . , .. " . . , ," , " , Eq u a l p a y i s a t i m e p a y m e n t a r r a n g e m e n t f o r o u r O r e g o n c u s t o m e r s . T h e c u s t o m e r to t a l c u r r e n t a c c o u n t b a l a n c e i s d i v i d e d b y 1 2 . E a c h m o n t h , t h e c u s t o m e r p a y s h i s o r he r c u r r e n t b i l l p l u s 1 I 1 2 t h t h e a c c o u n t b a l a n c e . Wa l k t h r o u g h - E s t a b l i s h i n g e q u a l p a y ar r a n g e m e n t s , ' .. , Le t ' s l o o k a t h o w t o e s t a b l i s h e q u a l p a y a r r a n g e m e n t s f o r o u r q u a l i f i e d c u s t o m e r s . Ca s p e r H a u n t h a s a b i l l t h a t h e i s u n a b l e t o p a y i n f u l l . H e r e q u e s t s p a y m e n t ar r a n g e m e n t s a n d a g r e e s t o e q u a l p a y . H e p r e f e r s t o m a k e h i s p a y m e n t s a t a p a y st a t i o n . 1. J e t S e a r c h f o r Ca s p e r H a u n t . 2. D e t e r m i n e w h e t h e r h e m e e t s th e c r i t e r i a a n d i s e l i g i b l e . Fr o m t h e P o t e n t i a l J e t S o n s , o p e n C u s t o m e r C o n t a c t s f o r A c c o u n t . Fr o m t h e P o t e n t i a l J e t S o n s , o p e n P a y m e n t A r r a n g e m e n t H i s t o r y . 3. D e t e r m i n e t h e eq u a l p a y a m o u n t . T h i s i s t h e a m o u n t t h a t w i l l b e a d d e d t o h i s no r m a l m o n t h l y b i l l s . IQ I & mi n u t e 4 m i n u t e s He i s a n O r e g o n c u s t o m e r , h e h a s n t b r o k e n a n y ar r a n g e m e n t s , a n d h e h a s n t b e e n o f f e r e d t h i s t y p e o f ar r a n g e m e n t b e f o r e . $3 3 8 . 19 / 1 2 = $ 2 8 . Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - ': . I ~ .. , 4. F r o m t h e Po t e n t i a l J e t S o n s , o p e n . Pa y m e n t A r r a n g e m e n t s . 5. I n th e W h o b o x , e n t e r C a s p e r . 6. T h e U / N / D b o x de f a u l t s t o U t i l i t y . L e a v e i t a s is . 7. I n th e C o m m e n t s b o x , e n t e r a p p r o p r i a t e c o m m e n t s . Yo u s h o u l d n o t e i n C o m m e n t s b o x t h a t y o u ve e x p l a i n e d t h e e q u a l p a y p r o g r a m an d t h a t t h e c u s t o m e r i s a w a r e t h a t h e n e e d s t o k e e p t h e s e a r r a n g e m e n t s . 8. I n th e S c h e d u l e d P a y m e n t s s e c t i o n , f i l l i n t h e f o l l o w i n g i n f o r m a t i o n : In t h e P a y D a t e b o x , e n t e r t h e a p p r o p r i a t e d a t e . In t h e M e t h o d b o x , c l i c k t h e m e t h o d o f p a y m e n t In t h e A m o u n t b o x , e n t e r t h e a m o u n t o f t h e f i r s t i n s t a l l m e n t . 9. C h e c k t h e In c l u d e A m o u n t o f t h e C u r r e n t B i l l b o x i f ne c e s s a r y . 10 . C l i c k t h e I n s e r t b u t t o n . 11 . R e p e a t s t e p s 9 t h r o u g h 11 f o r e a c h a d d i t i o n a l i n s t a l l m e n t . Lo o k u p t h e c u s t o m e r s B i l l C y c l e o n t h e M e t e r R e a d i n g a n d B i l l i n g S c h e d u l e t o de t e r m i n e t h e d u e d a t e s o f e a c h p a y m e n t i n s t a l l m e n t . 12 . I n t h e A c t i o n m e n u , c l i c k A d d . Pa y d a t e i s t o d a y s d a t e Me t h o d i s p a y s t a t i o n Am o u n t i s $ 2 8 . Th i s i s t h e f i r s t e x a m p l e w e ve u s e d t h i s c h e c k b o x i n . Re m e m b e r , f o r t h e f i r s t i n s t a l l m e n t t h e C B i s n o t in c l u d e d . A l l o t h e r i n s t a l l m e n t s w i l l n e e d t o i n c l u d e t h e ca . Re p e a t 1 1 m o r e t i m e s f o r a t o t a l o f 1 2 p a y m e n t in s t a l l m e n t s . H i s n o r m a l d u e d a t e i s a r o u n d t h e 1 3 t h o f th e m o n t h s o u s e t h a t d a t e f o r t h e i n s t a l l m e n t s . Re m e m b e r t o c h e c k t h e b o x . Re m e m b e r , i f t h e a r r a n g e m e n t s a r e f o r a n O r e g o n cu s t o m e r , C I S PL U S C I D w i l l au t o m a t i c a l l y s e n d t h e cu s t o m e r a c o p y o f t h e i r a r r a n g e m e n t s . Tr a i n i n g C u r r i c u l u m Co p y r i g h t ~ 2 0 0 0 b y I d a h o P o w e r C o . La s t U p d a t e d 5 / 2 7 / 0 3 Pa g e 3 4 - "'" \ Idaho Credit and Collections For CSR' Presented by Technical Advisors Customer Support 1/25/04 Course Code 005240 1/25/04 Revision 11 Agenda Vocabulary Termination Rules - Appendix C, IPUC customer Rules and Regulation Notification Requirements - IPUC Appendix C Collection Activity Working Collections on Summary Account Payment Arrangement Policy Special Arrangements Deposits Moratorium Field Collection/Disconnect Charge Reconnect Charge Reminders Questions and Answers Review 1/25/04 Revision 11 Vocabulary Arrangement - An agreement between the Customer and Idaho Power Company as to when the Customer will make payment and how much the installment will be. Levelized Pay Arrearage Plan (OREGON and IDAHO) - Equal monthly payments of anticipated future billing set up as arrangements on the customer s account. Winter Pay (IDAHO) - A residential customer who declares that he/she is unable to pay balance in full and whose household includes children, elderly or infum persons. The customer may establish this plan to be effective from November pI through the end of March. The payment amount is equal to Yz of the Budget Pay amount each month. If a customer has an outstanding balance they must either payor negotiate a new payment arrangement prior to April 151. If the customer fails to do so and they break their arrangement their service may be terminated. A customer may participate in this plan in succeeding years if the customer has honored the payment arrangements and the balance owing as of November 151 does not exceed $75 or a one month's bill, whichever isgreater. Due Date Override - Allows a customer to pay their bill at a time other than by the normal Past Due Date and stops collection activity on the account until then. The due date override is displayed on the Account window. Medical Certificate - A form filled out by a licensed physician or health official that has medical training indicating that interruption of service for non-payment would create amedical emergency. Fuel Crisis Assistance - An agency that gives energy assistance to be applied towards the customer s bill. Deposit - An amount that we may require to initiate service that the Company holds until such time as the customer has established good credit. Collected on Customer Classes for Small General and Large General service, only for a minimum of$250.00. Write Off (WO) - An account that has been closed and is 60 or more days past due. Possibly turned over to a collection agency. (CIS Plus terminology) Unpaid Accounts Receivable (UAR) - A write off done in our old Legacy customer information system. 1/25/04 Revisionll ::-.,; Collections Termination Procedures: We may terminate service to a customer after adequate notice has been given for one or more of the following reasons: The customer did not pay undisputed delinquent bills or paid a delinquent bill with any check not honored by the bank. The customer failed to make a security deposit, make an installment payment on a deposit, or obtain a guarantee, where it is required. The customer or applicant failed to abide by the terms of a payment arrangement. The customer misrepresented their identity for the purpose of obtaining service. The customer denied or willfully prevented access to the meter. If it is determined that the customer is willfully wasting service through improper, equipment or otherwise. The customer is using service for which they did not apply. We may terminate service to a customer without prior notice or customer permission for one or more of the following reasons: A condition immediately dangerous or hazardous to life, physical safety, or property exists, or if necessary to prevent a violation of federal, state, or local safety or health codes. Ifwe are ordered to terminate service by the court, the Commission, or any other duly authorized public authority. The service is obtained, diverted or used without our authorization. If we have tried diligently to meet the notice requirements, but have been unsuccessful in our attempts to contact the customer. Notification Requirements: IDAHO Seven-Day notice for Idaho (Reminder Notice-RMDR). Ifwe intend to terminate service with notice, we must send the customer written notification of termination mailed at least seven calendar days before proposed date of termination. Twenty-four-hour notice (Final Disconnect Notice-FDN). At least 24 hours before actual termination, we will diligently attempt to contact the customer, either in person or by telephone to advise them of the proposed action and steps to take to avoid or delay termination. Additional notice. If service is not terminated within seven calendar days after the proposed termination date, and there is no complaint filed with the Commission, and there are no arrangements made, we must again make a diligent attempt to contact the customer either in person or by telephone. Actual termination is prohibited until a minimum of24 hours after notice or after diligent attempt to notify. 1/25/04 Revision 1 ... Collection Activity The customer has 15 days to pay their bill. If not paid by that night, a RMDR is authorized and mailed to the customer the following day. Idaho Due date = CFNP date which allows 10 business days If not paid the FDN is authorized 3 business days after the RMDR was authorized FDN Due date = CFNP date which is same date as RMDR due date CFNP = 10 business days after bill due date Day 1 Business Day 11 Business Day 12 Business Day 15 Business Day 21 Bill Bill Due Date Mosaix Call RMDR Created RMDR Authorized CFNP Due Date FDN Created FDN Authorized CFNP Due Date CFNP Created CFNP Trigger Date The day prior to a FDN/FN is scheduled to be mailed out, Customer Service reps will call the customer via Mosaix. A customer contact will be logged on the account level that the call was made. Regardless if Mosaix contacts the customer, the customers will still have a FDN/FN mailed to them. CISPLus(ID does not automatically cancel CFNP's that are not worked after 7 Business days; they must be manually canceled. l/25/04 Revisionll Working Collections on Summary Accounts Concept of the "V" in CISPlus~ jPERSONj USA = Utility Service Agreement NSA = Non-utility Service Agreement The "V" for Summary Account IPERSON! IAccoUNI1 IACCOUNT IPREMISEI ~ERVICE POINT! (SP) ~ERVICE AGREEMENT! (SA) 1/25/04 Revision I 1 .......(: Summary Accounts Disconnect Notice for Non-payment with multiple Premises Collector - When the meter is disconnected for non-payment or payment is received to stop the CFNP call the CSC. Inform the CSR that the account is a summary account and give the disconnect or payment information. CSR - If the meter is cut for non-payment enter the disconnect for that premise.. If the collector received payment to stop the CFNP, determine if any meters at the other premises on the account have been disconnected and send a reconnect order. Any meters that have not been disconnected call the Meter Service Coordinator(s) to cancel acknowledged field orders. Cancel any pending C&C events for premises on the account. Any arrangements made with the customer at the time the payment was received for the summary account should be entered by the CSR taking the call from the Meter Specialist. 1/25/04 Revision I I ... Rules on Payment Arrangements: When a customer cannot pay a bill in full, the utility shall continue to serve the customer if the customer and the utility agree on a reasonable portion of the outstanding bill to be paid immediately, and the manner in which the balance of the outstanding bill shall be paid. In deciding on the reasonableness of the agreement, we take into account the customer s ability to pay, the size of the unpaid balance, the customers payment history, and the amount oftime and reasons why the debt is outstanding. Payments are applied to the oldest balance owed. They will be applied as follows: 1. Expired USA' 2. Expired NSA' 3. Active USA' 4. Active NSA' S. If there is a disputed bill, the customer s payments are to be applied to the oldest un-disputed amount. Disputed amounts are done on a One Time Invoice (OTI). If a customer fails to make the payment agreed upon by the date that it is due, we may, but are not obligated to enter into a second agreement. Payment arrangements maybe in the form of Levelized Pay. If a payment to stop a CFNP is made with a check not honored by the bank, we may terminate service after a 24 hour notice unless the customer has been provided with a 24 hour notice within the last seven days. In that case, a 24-hour notice is not required. (Note: if the customer pays us with a bad check use discretion taking another check. 1/25/04 Revision 1 .,. Idaho Power Business Policy Payment Arrangement Policy: 1. Request payment in full. Ask customer "What amount can be paid?" Customer may offer more than we would ask for. Initial payment, prior to CFNP date, might be smaller than the minimum for the first installment if the past due balance will be paid within two weeks. 2. Offer Levelized Pay if qualified in Idaho. Qualification is that they have not had previous arrangements on the past due balance owing. Levelized Pay is not an option on CFNP date. Customer to pay minimum payment, Y2 of past due balance or the 61-90 day and 91 + past due balance which ever is greater and then go on Levelized Pay if qualified. 3. Idaho -- Collect Y2 of arrears balance or the 61- 90 day and 91+ past due balance whichever is the greater, with arrangements to pay balance plus current bill within 30 days. 4. Effective November 1st through the end of March offer Winter Pay, which is 1/2 of the Budget amount. Always enter good comments on the arrangement window. 5. Commercial accounts all rate 7 and 9 customers are eligible for payment arrangements. Minimum payment arrangement is half now and the balance plus current bill (CB) within 30 days. NOTE:Levelized and Equal pay arrangements are not an option. Only one payment arrangement is acceptable on the same past due balance. Due Date Override may be used as an alternative to an arrangement to extend the monthly due date. The due date over ride can only be extended 10 days past the due date. 6. Irrieation accounts should be paid by the past due date each month. We should not set up payment arrangements for this customer class. ALWAYS REMEMBER TO REVIEW THE EXISTING PENDING C&C EVENT (includes warning events marketing events for NSA' Note: Where service is provided to a medical care facility including hospital, medical clinic with resident patients, nursing home, intermediate care facility or shelter care facility, notice of pending termination shall be provided to the Commission and to the State Department of Health and Welfare as well as the customer. (See Appendix-C). 1/25/04 Revision 11 .,. DO NOT MAKE MORE THAN ONE ARRANGEMENT ON THE SAME PAST DUE BALANCE. Example: We had arrangements for the customer to pay their balance of $500 in July, is now September and the customer still owes $300 of their previous past due balance. They also owe $150 that has accrued since the arrangement was made. We would not want to set up new arrangements on that same past due balance a second time. We would expect the customer to pay the $300 now, then we could set arrangements on the new balance of $150 and include any current bills. ALWAYS SET UP ARRANGEMENTS FOR THE FULL ACCOUNT BALANCE. Important:If there is an NSA on the account, arrangements must be added for the NSA too, or the partial payments will not get applied to the NSA. Energy Assistance or Project Share may be an option for customers who are eligible. Please only tell the customer their pay date, not the due date. The due date is a safety net to allow time for the payment to reach our office and to be applied to their account. Payment Arrangement Guidelines Coming Out of Moratorium If the customer DID NOT DECLARE for Moratorium and made previous arrangements on the amount owing, that customer is not eligible for arrangements. The full past due amount should be required. If the customer DID DECLARE for Moratorium, and made a diligent attempt to pay during moratorium, they should be offered arrangements on the balance owing, even if they have unmet arrangements. The reasoning behind this is that customers who declared and did not make any payment or arrangement would be allowed to make an arrangement coming out of moratorium. We do not want to penalize the customers who made arrangements and attempts to pay. Customer up for CFNP TODAY and Eli2ible for Arrangement If the customer is eligible for arrangement, add the appropriate Payment Arrangement. A customer contact is not required referring to arrangement request. Give the following payment method options for the first payment: 1. NCO Check/DebitiCredit card payment 2. Mail Payment (system allows 5 business days) 3. Pay at local Pay Station (system allows 5 business days) Contact the Meter Service Coordinator by phone to cancel the CFNP field order. l/25/04 Revision 1 .....j Customer up for CFNP TODAY and not Eligible for Arrangement Require payment in full. Give the following options for payment. 1. NCD Check/Debit/Credit card payment. 2. Pay at local Pay Station (Customer to call back with receipt number DO NOT update CFNP event)*. *If customer pays with NCO ChecklDebitlCredit card and gives their receipt number enter a Customer Contact and contact the MSC, by phone to cancel the CFNP field order. **If customer is to pay at Pay Station, inform the customer that the CFNP order will not be canceled until they call back with the payment receipt number. If the account is CFNP'd prior to them calling back, there will be a reconnect charge. Enter a Customer Contact stating "Customer informed they must call back with payment receipt number before the CFNP will be canceled and informed of reconnect charge if the account is disconnected". Do not cancel the CFNP order with MSC until customer calls back with the payment receipt number. Reconneetions: The minimum amount required to reconnect will be entered on the CFNP Event comments according to the following. Idaho - If the customer has not broken an arrangement, the minimum amount to reconnect will be ~ of the past due balance or 61-90 and 91 + past due amounts which ever is greater, plus arrangements for the balance plus current bill to be paid within 30 days If the customer has broken an arrangement, the minimum amount in Idaho reconnect is the full past due balance. Note: Remember in Idaho the current bill may become due in between the FDN and the CFNP. If so we will not hold the customer accountable for this amount at the time of the CFNP. Note: Do not reconnect a customer that has been cut for non-pay for a Levelized Pay Installment. The customer must pay at least the minimum amount to reconnect, then go on Levelized Pay, if eligible. 1/25/04 Revision 11 Special Payment Arrangements: (Refer to Medical Handout for more detail) Medical Certificate - Idaho - Allows a 30-day extension. Arrangement will be set up for 30 days from the receipt of the certificate. The current bill will be added into the arrangement due on that same date. Two medical deferments are allowed in Idaho within a 12-month period. Fuel Crises (Energy Assistance) - Treat any voucher from an energy assistance agency as if it were payment. Note:When adding an arrangement for a medical certificate enter the current date for the Pay Date. The system will define the appropriate due dates. For a medical certificate it is 30 days later. When adding an arrangement for assistance payments enter 30 days from today s date for the Pay Date and CIS Plus will add an additional 10 days. For assistance payments the due date is six weeks from current date. Example on a 1st arrangement: A customer with a CFNP amount of $500.00 needs to pay a minimum of $250.00 or the 61-90 and 91 + past due amount, which ever is greater, to meet the first half of the arrangement. If the customer presents a voucher for $200.00 we will request payment of $50.00 or the balance of the 61-90 and 91 + past due amount to satisfy the fIrst installment requirement. Arrangements for the remaining $250.00 or past due balance + current bill + $200.00 voucher will be set up to be due within 30 days. The arrangement would be entered as follows: 1 st installment for $50.00 or balance of 61-90 and 91+ past due for current date in the office, NCO, drop box or pay station. 2nd installment $250 or past due amount + current bill, if billed, will be set up due within 30 days. If the current months bill has not billed inform the customer the bill will be due on the normal due date. Select the payment method specified by customer. 3rd installment for $200, or voucher amount, designated as assistance payment due in 31 days (needs to be at least one day after the 2nd installment). The system will allow 10 additional business days for payment *Keep in mind that the Pay Dates and Due Datesfrom installment to installment cannot be the same date. Also do not set installment dates up on Weekends or Holidays. Example (After arrangement has been broken): A customer with a CFNP amount of$500.00 will need $500.00 to stop disconnect. If the customer presents a voucher for $200.00 we will request payment of $300.00 to stop disconnection. Set up Arrangements as stated below. The current bill should be added to the assistance payment. l/25/04 Revisionll -.1 ( The arrangement would be entered as follows: 1st installment $300 due in the office, check by phone, drop box or pay station due on current date. 2nd installment $200 (voucher amount) is designated as assistance payment and due in 30 days. The system will allow an additional 10 business days for payment. Inform the customer of the due date for the next billing that will fall due within this arrangement. CUSTOMER CALLS TO MAKE ARRANGEMENTS ON AN ACTIVE SA: 1. JetSearch for the customer, verify who you are speaking with, and verify the contact phone number. 2. Review the Alerts to determine if the customer has one or more accounts or premise, are there pending arrangements, is there a pending turn off order, etc? 3. Open your defaults if you use them. ~Nita JetSearch: Newell Jennifer . '' ' i;f ,*,~~", Y~~~\ft...,L.iiI , _ c.",'?,~~m' "" II: Help - , Name.,. n Newell. Jennifer Address;..II3S8 Bass St/Onlario Or Account: 18215976464 Phone: 541)375.1302 vii , Advanced Search.., I Open JetSom ..of( Account C&C History: Newel. Jennifer ... AccOll"lI Financial History: Newell. Jennifer ... BiD Header: 06/1412000. $59.67 ... Payment Arrangement 05/1512000 . Alerts ... Payment arrangement ... Last Contact 0711612000 ... 1 USA fOl account Account Person Information 6fp' pen. ,..fL Potential JetSons ShOl/hietSot1j Cb!eJetSct":?l D escriplion Value ..:. T alaI arrears 59. 31-60 78. 61-110. 91+107.71 " BiB cycle 18 "'i ' Credit rati'\g Current ami 356. Depos~ cwent amt Next bil date 0911 512000 Non-ulility arrears 0.00 .=J ..of( Account Fmancial History ... Dedit CoUection History By Account ... Pa,ment Anangement ... Bill Header ... Accounl ... Accounl Letlers ..of( Adiwlmenl. Miscellaneous ..of( Adiwtment. T ranster ..:J 0 0;;;(:..1 U en~~~~ $.~'" . Change Preferences. ..StOle Customer Contact... l/25/04 Revisionll ... Check Credit Collection History by Account .. , " Selllchmeria .... ....~.. 8215s76464' SIIIItDate:. Oele D~, '" "".., " " CitOit~:,DUliD.1IeT;pe Q511~j~R~o~2. !~"~.. LY~,__..f~~~L_- NiAiN/A ---,;--,.., ...".." '00.___- "c, E~III'An~:. If you need to open one of the items to check for further information (Le.; minimum amount to stop CFNP); highlight; click button for event/pay arrangement Ifit shows previous broken arrangements and you need to check if they have been kept: Open the payment arrangements and the Account Financial History JetSons & layer the 2 screens so that you are able to look at both of them at the same time to see if the amount has since been covered for the broken arrangement. "'" .L~. "'~.,"" """"""""""",,,.,".1h""'~~~, $'\~~ J.i:;::;;'::'s;Uili:'lj.:f3'i;'j, j -,,);j;:;';;';,; : . ~II~' 0E==~~:=~=--~,~~~~~~i~ !~~=, :~l~' ~:~.. N-.N......J- """""""""...."'-"'-..'.. U_...... -......."................".... , D.."T..." SI4Iuo c..tDH- 'o..D...,ca",;." ..... NIANlA , , 14 """"."."'.""'.m."..'...~...m' ,- = 1;~i~D.;.' . ;..JJ:!I~ ~!!~ ...--'___0..__..._..--... ----....-..-..,....-..,------,--,-- Ij'~~:J1 "_1"""""'-"'-""" "-"""""""""""""-'-""'---""-"',........"..........,-...............,-.........-..- _'D . ~~~,_...- N.... ~~~~~,, -_..,'--,-" i An_D.o. !".",-".,,;, s"" 1 "...- 9P- ""'-"--'" P",--"'., ,""", Uh!JO Iu ,U"", .:J 8rioaJerS_P-",, r D....,P_",,- c-.. "'i"""; ~1))J5 ,...-....,............"....,........,.., , 51-P",O...D...D... ........ CE. K...O5J15I2IDJ 0S/15121Q)nIX!v'"DJfioe ... O5J15I2IDJ 1);11512000 nIX!'I",Officio 07/15J2(D)07/17I3l1O !lJ1X!'I..Dm". 00I15I2IDJ 0t!I15I2IDJ !lJ1X!v'"0""".:J , i 12 HmO! .""". , I "",w" I -..!:!!!..J P..D.o. r- $I.... P,"- .;J "- .:JD...D.o., 000 r '__aICuItroSI """" """..."......,......."...., :II5I..I :""",...-:Jj S G1j FS! .~JEi.!J~,!!J~:Hl~.!)SJ~~~~~..:..=J~FP- 5~~: ';~ ;;i.I Z,5(,FM 1/25/04 Revision 1 .J. To check on Levelized Pay; Open the Budget JetSon to check for the suggested budget or calculate manually using the Premise Billing History To set up an arrangement for Levelized pay: a. Clear any previous arrangements by clicking on Action "Clear ;""""",, 8215976484 ,W...e::NMol~ , i 5181D...r---.--, ~ :_ iI:""~"",", :,"",,,.w ~7ullI ..cd ':' AJ1;;i:;' 8215!16464, AI.c ;i.i.,oM. )" W;!;~,~oo/ .., " N_NeMl; ~.' Siq; 12/...... Who:wi B ' ' irihQ UiNlO: U ' Ubily !i?!1.~ u...... liB...... No01/24 " ' m" rSchedJedP..n r DOIwdP8jftIeI'iAn""lll'"ri .;J n"".:fp,"'th, .stJ : NJBD385 ' 51....Pay Dale 0.. Dale Iwxn ca-104- Kept 05II5I2!Q)05II5I2!Q)90.Y..Olfice Kept 0iIl5l2!Q)0iIl SI2IDI 91100 Y..ORice Unpaod 0711512!Q)rn117/'2!JXJ 91100 Yes Olfice , I Pendrog 08I1512!Q)08I1512!Q)91100 Yet OR....;J r-J Totai 12 1.0lIl.00 ii_ ' " M,ooi..; I ",""'ov.I 'elM Pay Date: r-- 5tatur P,PIndng lo4ethcd r-! 0.. Dale, Amoo.ri:0.00 r Includelwxnolc.....tBi _StwtlUQUcklanh ~e~ m "I; ~D..I FSJI..~ 8RooIIl!1D..1 :j,)l..j i!1c..1 as..1 ~C..I~N..L.. II..!. IIn .:.!::JI. p- 1/25/04 Revision!! b. Fill in the date, method & amt for the fIrst segment and insertc. Highlight the first bucket d. Type over the month and insert and continue for a total of 12 months ;'!CIYPUJ5 dOmt , , USl',r I1in9G ,.. , It, a #;~ i.';'c'1J;;"1'B'f ",-:j~.. ':., :1,~f4!~ If))0;;~~;J;~i; ~;, I tJ fjj' .. l\~i~:U , I121sg iActian'J:1.;.p' , ,.. ' .,'.. , , P_An~Ai' ' ijj,ij ~ ~ r.:::1' :w:T.. '"""" ""'" .... '-' fi.J ~~: , ' T_O~ , , WhO;IJerrier " . , :j.Delened P~Anarigement ,COinmenIs: " " UINJO:ju ,UtilI' ..:J'i)"YofMcnlh,r IeYeizecIPIIJ'ot$89P'IIIIh ;", uSer...Trai-81g13.Utet ,~CtAsSI3 it ScheciAedPasment* SIIIIuo P4I'Daie Due Dale AmcUII CB+;" Pending OS/24121m 09I0412OOO 89.00 NoPending 0911812000 09I27/Z000 89.00 NoPending '011812000 1012712000 89.00 NoPending '111812001 '1l2912OOO 89.00 NoT ot4I 12 1.fJ68.00 men:::ll M(j(j~9 '1"1'1""" Dear StalUs-.P-Pendng .:J Method: .:J Amount: 000 r InciudeAnlOU"ltof CUlent 81 Method PeyDale: Due Dille: -St;.rt;I!l~.Q ~,II iiIMI~r;~~s;1 miq ~41!1d 83.1 ils.l#,c.I.J.I. (-I!IO~!~.;(l;!:&"5~:31p,.;' 7. If there is a NSA and you are setting up Levelized pay, enter a second arrangement for "N- Non Utility" type. Payment amounts should be 1/12 of the past due amt of the NSA and the monthly NSA amt for the same dates as you set up the USA Levelized payments. 8. If the Levelized pay is on an Idaho account, manually send out an arrangement letter. (If the account had both NSA & USA, you will need to send out 2 letters and explain this to the customer). Sending out the letter in Idaho is not required but is recommended. 9. If an arrangement is made, it is not necessary to enter a customer contact. Any notes can be made in the comments with the arrangement if necessary. 10. If the account has an NSA, and they are not up for CFNP try to get the 61 + days or half of the past due amount as the first installment, this will help you to figure out the division for the NSA & USA arrangements. If you set up an arrangement for a pay station do not ask the customer to call back with the receipt number. If you are asking them to call back with the receipt number, you should not setting up the arrangement. This is necessary when the customers must pay to stop a CFNP. 1/25/04 Revision II .... Remember if you are sending a customer to a pay station give them the check digit and their account number if they do not have their bill. Written Off Accounts Idaho is a community property state, and financial responsibility for paying utility bills shared jointly by a married couple during the period of marriage, regardless of whether both spouse s names are listed on the account. A utility debt incurred by a person prior to a marriage is not community property, unless both were listed as the customers of record on the prior account. This debt should not be transferred into a new account without the consent of both the customer and the applicant with the debt. Divorce Decrees - Idaho Power will honor the wishes of divorce decree if possible. However, Idaho Power Company will hold both parties responsible until the debt is paid. If an applicant with a prior utility debt wants to be added to an account, the application will be denied until the debt is paid in full, or the existing customer accepts and pays the debt. If the application is denied or acceptance of debt refused, notify the collection agency holding the debt of the customer s new address. Utility debt cannot be transferred between state jurisdictions. Per PUC rules transfer letters will be mailed out to customers. Service Denial When an applicant is signing up for service and a Write Off is found: 1. Update the Account s mailing address and the Person s telephone number. 2. Check to see the age of the Write Off. If the write off is over 4 years old, it is necessary to set up a new account. Write Off debt over 4 years old: Idaho Power Company cannot deny service or threaten to disconnect for debts that are over 4 years old. At the point of application, request payment of the outstanding debt. Give the customer their old account number and check digit. Offer payment options (NCO, mail payment etc.). If the customer cannot pay the debt immediately or the customer is unwilling to pay the debt, advise them that we will infonn the collection agency holding the debt of the customer s new address and telephone number. Add a tickler to CREDCOLL. Use the collections (COLL) type and date if for today for the CAMC to infonn the collection agency of customer s new address and telephone number. If the customer is unwilling to pay the debt, infonn the collection agency holding the debt of the customer s new address. 1/25/04 Revision 1 ... Write Off debt over 7 years old: Idaho Power Company cannot attempt to collect on any bill that is over 7 years ago. Add a tickler to CREDCOLL. Use the collections (CaLL) type and date if for today for the CAMC to infonn the collection agency of customer s new address and telephone number. For write offs Under 4 years that are $100 or more, Please follow the Service Denial process below. If the service (meter) is on: 1. Initiate a Turn-On - Turn On (pending) order with a Hold Reason of Hold for Write Off Balance using the existing account. 2. Request payment in Full according to Idaho Power Collection Policy. Offer payment options (NCO, mail payment, etc.). Give the applicant the account number and check digit, and inform them: The account balance is due within 7 days in order to keep service on. This is a verbal notice that at this time you are an applicant for service. The service will remain on for 7 days to allow the account balance to be paid in full. During Moratorium only, if the service is on: If the customer doesn t payor declare, then follow the above process for WO's under 4 years and service is on. If the customer declares, then continue with the below process steps: Initiate a Turn-On -Just Start Billing Add a tickler to CREDCOLL. Use the Write Off (WOFF) type and date it for today. Include comments that a Write Off was found and customer declared. 3. Initiate an SIO - AR-Application Read for CST with WO on active account to get a read. Include in the comments "Please get read to start service for this applicant after WO is paid in full. 4. Request the Notice of Service Denial (SERVDENIAL) and the Notification to Current Customer of Application Denial (DNIALNOTC) letters on the applicant s account (under CI letters, no reference Ids required. 5. Add a Tickler to the SERVDEN group for 6 calendar days from today to account for payment. At that time, a 24-hour notice call will be made to the applicant. l/25/04 Revision II J " Hthe service (meter) is off: 1. Initiate a Turn-On -Turn On (pending) order with a Bold Reason of Bold for Write Off Balance using the existing account. 2. Add a tickler to yourself for 7 days from now to check that payment is received. 3. When the tickler is received: If the write off has been paid, change the order to the appropriate type, OR going to pay for the write off, void the service order. For write offs under 4 years that are under $100 Hthe service (meter) is on: 1. Use the same account number.2. Initiate a Turn-On - Just Start Billing 3. Add a tickler to CREDCOLL. Use the collections (CaLL) type and date it for today for the CAMC to inform the collection agency of customer s new address and telephone number. Hthe service (meter) is off: 1. Initiate a Turn-On -Turn On (pending) order with a Hold Reason of Hold for Write Off Balance using the existing account. 2. Add a tickler to yourself for 7 days from now to check that payment is received. 3. When the tickler is received: If the write off has been paid, change the order to the appropriate type, OR If the write off hasn t been paid, and it is determined that the customer is not going to pay for the write off, void the service order. (Instructor Note: Also review Anybody Process) Payment Arrangements on Accounts with an Expired SA and NO Active If the customer calls wanting to set up arrangements try to have them pay the entire balance now. If this is not possible we can set up arrangements for the balance to be paid in full within 60 days of their phone call.We should not extend them out further than 60 days. Suspected Fraudulent Information We may request an applicant to provide two forms ofID, one being a photo ID. Request it to be faxed to the CSR requesting the ID. l/25/04 Revision!! ... Deposits Deposits will be collected on commercial and irrigation accounts. Irrigation deposits will be discussed in detail in an irrigation class. When a deposit is requested on a commercial account a deposit arrangement should be entered for the requested deposit. Deposits may be paid in 3 equal monthly payments. Be sure that when the arrangement is entered you select "Deposit" applicability. The first installment is due today by mail. The system will allow 7 business days mailing time. Any additional installments are due in 30 and 60 days from the day the deposit was requested. Deposit arrangements are not entered for irrigation accounts, due to seasonal usage and the collection process for irrigation accounts. When connecting pumps for the season the deposit must be collected in hand before we will turn the pump on. We can initiate the turn on order and enter type as hold waiting for the DEPOSIT. No Automatic Moratorium The customer will be required to declare children, elderly or infirm living in the house and that they cannot pay their balance in full to qualify for moratorium. There will not be a verification of the information when the customer declares, however the declaration should be logged on a Customer Contact, stating the name of the person that declared. Noting this information on a Customer Contact validates the change in the collection path. At the time the customer declares, the Cold Weather Rule collection path is to be added on the USA. Any pending collection even should be manually cancelled at that time. The Cold Weather Rule collection path should not be entered prior to the start of moratorium. At the end of moratorium a report will be generated listing all customers with a CWR collection path to be changed back to Residential collection path manually. Final Notices, (FN) will be produced for accounts with a CWR collection path. Stated moratorium dates are December I through the last day of February. Moratorium may start earlier or extend after March I at managements discretion. ***Even though a customer may qualify for Moratorium and we set them up on the Cold Weather Rule it is necessary to ask for payment arrangements. We still want to get payment arrangements now if at all possible. *** Field CollectionlDisconnect Charge If a collector goes to the customers premise to work a CFNP and the customer pays, makes arrangements or declares they qualify for moratorium, the Field CollectionlDisconnect Charge is to be charged. The collector will call to request that the moratorium CWR collection path be entered on the customers account. Remember to log the Customer Contact, too, as stated above. NOTE: If the customer does not declare before December Ist and we make a field visit the customer will be charged. 1/25/04 Revision II Reconnect Charge: The appropriate reconnect charge will be billed to the customer when the correct reconnect event is selected. Select the RCONR ($15.00) event for regular hours reconnects, the RCONA ($45.00) for reconnects after 6PM, or RCONL ($80.00) for reconnects after 9PM. If a collector works a CFNP and the customer then declares they have children, elderly or infmn living in the household, the customer will be reconnected with no payment, however the applicable Reconnect Charge will be charged to the customers account. The Collector would request the moratorium CWR collection path be entered on the customers account and request the appropriate reconnect charge be added. 1/25/04 Revision 11 ' , Reminders 1. Cancel C&C events when setting up arrangements. This includes Warning messages. Be sure to cancel the C&C event and enter the arrangement (unless an associated field order is acknowledged, then MSC will cancel the event when notified to cancel the field order). 2. The current bill does not display on an arrangement installment when the installment indicates the CB is to be added in. You must look at the Bill Header to see the billed amount. Scenario: The customer owes $400. Arrangements were made to pay $200 at a pay station today and the balance due on 4/20/2001. The CB will fall due on 4/10/2001 but has not billed. The customer wants to pay the CB on 4/20/2001. Add arrangement - $200 with current date to be paid at pay station $200 + CB due on 4/20/2001 The total of the $200 installment amount and the CB amount will not be displayed on the arrangement. You would refer to the Bill Header for bill amount and the arrangement for the total installment amount due. 3. When setting up a C&C event manually we always start with a Reminder Notice (RMDR) for the appropriate jurisdiction and change the date one day in the past. This gives the PUC required notice time. Always check your meter read schedule so we don t have two notices being sent to the customer at the same time. there happen to be two notices sent to the customer the later notice is the one that should be worked and disregard the first notice. The exception is Oregon RMDR & FDN "Pending" status. The CAMC needs ton look at these events before being mailed out. 4. When a C&C event has been acknowledged and printed the MSC must change the status back to pending then make any changes or cancel an event. The CSR/MS must contact the MSC to change the status and to cancel the field activity. The MSC should enter the comments on the C&C event to explain why the event is being cancelled per the CSR/MS that requested the cancellation and then cancel the C&C event. 5. When discussing anything with the customer AL WAYS enter a Customer Contact. Just state the facts of what was said do not make assumptions. If the customer were to call the PUC these comments would be referenced. 6. If you cancel a FaLL (contact the MSC to stop the field order if it is acknowledged) remember to create a RCON and to insert the appropriate SA' that were CFNP'd to have the service points reconnected. Also enter the time you are sending this order. l/25/04 Revision 11 (, 7. When creating the Reconnects remember to select the correct Reconnect event to charge the correct charges: (Schedule 66) 0 RCONR = $15. 0 RCONA = $45. 0 RCONL = $80. 7:30 am - 6:00 6:01 pm - 9:00 9:01 pm - 7:29 When creating an SIO to reconnect remember to select the correct SIO type: . A - Sio (on at meter) = at the meter . C - Sio (connect) = at the source Instructor: Review Collection Refresher Reminder Instructor s Notes 1/25/04 Revision 11 ... Questions and Answers 1. Working Collections in remote areas When Collectors will be working collections in a remote area where they are unable to call the CFNP in as the accounts are disconnected, the Meter Specialist is to notify the Meter Service Coordinator or Service Specialist of the time they should arrive in the remote area, it will aid the Customer Service Center in identifying the collection area when the CFNP has not been called in. 2. Holding Checks Customer states to Dispatch or Collector "Payment was mailed" If the customer states they mailed the payment when the Collector is at the customers premise to disconnect service for non-payment the Collector may leave the service connected ifthe customer is willing to give them a check for the minimum amount to stop the CFNP. receipt should not be given to the customer. The Collector should state to the customer that we will hold the check for three days to allow for receipt of the mailed payment. The check is to be mailed back to the customer if we receive the mailed payment with VOID written across the front of the check. If we DO NOT receive the payment in the mail and the held check is processed, a receipt is to be mailed to the customer. This is the only instance that a check is to be held. The customer is to be charged the Field Collection Charge. 3. Customer Calls Dispatch For CFNP Reconnect and States Payment Mailed or Paid at a Paystation If customer has been Cut for Non-Payment and they call stating they mailed payment or paid at a pay station, it will be necessary for the customer to pay the minimum amount required to the collector for the reconnect or to provide a paid receipt from the pay station. Ifwe receive double payment from a customer, the credit balance may be refunded with customers request. 4. Moratorium and Mosaix During the months of moratorium the verbiage used by Mosaix will include information to infonn customers they are required to declare if they qualify for moratorium. 5. Arrangements with pending collection activity If a customer has pending collection activity and they ask for an extension to pay the bill enter the arrangement on the customer account and cancel the pending C&C Event. It does delay the CFNP but if we did make an arrangement with the customer to extend the payment the arrangement should be entered on the account. This way if the customer does not keep the arrangement we can ask for the full past due balance. 6. Entering arrangement on the customer account When a customer makes the first installment payment at the time arrangements are made and the balance is due at a later date, the payment made as the first installment must be entered as the first installment and the remaining balance to be paid as the second installment on the arrangement. Be sure to add the arrangement before applying the payment. 1/25/04 Revisionll ..,,..... Collection Refresher Reminder Notes (Instructors Notes) Coaches: When discussing PUC complaints with the PUC staff members only give the facts. Be cautious what information you give them. Stick to the facts of what the customer and the CSR/s said. We should not read things into the situation. If there is something off the record that you want them know about the account/customer tell the staff member this is off the record. We need to be very professional. Once these complaints are closed they become Public record and virtually anyone can see and use this information. CSRs: Consistency is very important when dealing with our customers. We should all support our policies and each other including the field personnel. All areas are putting forth a strong effort to do collections. IVRU - If a customer opts out of the IVRU and we give them a better deal on arrangements the customer will learn quickly to not use the IVRU. It is important to stick with our policies. Very important to set up arrangements and collect past due balances on customer's accounts. Our uncollected balances are enormous this year. (See "Active SA's/NS's in Arrears" report. If customer receives two collection notices we will work the second noticed received. (i.e. Manually created RMDR for a NSF check then the system creates RMDR. The customer receives both notices. The second notice overrides the first notice,) This is the importance when setting up manual collections always check the meter read cycle when they system wilL generate collections so we don t duplicate efforts. Already noted in class material. When setting up payment arrangements please remember to not use dates that weekends and holidays fall on. When manually creating RMDR's and FDN's or FN's create them in active status. By doing this the system will automatically authorize them in batch that night and create the next event. (With the exception of Oregon because we need to review the account status before we authorize the event so it will print the correct amount on the notice, Collection Limit Change - The collection limit to produce collection notices was changed in Production on Friday, August 24 2001. This is the Due Date for accounts that billed on 8/9/01 (Cycle 10). The Cut-For- NonPayment Date will be Monday, September 10 for Idaho and Prairie Power Accounts, and Wednesday, September 12 for Oregon Accounts. The following paths will be changed to $50 for ~ Jurisdictions, except as noted: Commercial Cold Weather Rule Residential Taxing District (10) 1/25/04 Revision I I .. ,"- .., to- The following paths will be changed to $100 for all Jurisdictions, except as noted: Agricultural Agricultural Time of Use (10 - only) Agricultural Taxing District (10) 1/25/04 Revision I I \ .., 60 . Idaho Instructors Review Questions 1. Why is it important to watch to for summary accounts when a customer is CFNP'd and we are now reconnecting them due to a payment? We if there are multiple premises that have been CFNP 'd we need to reconnect them also. Keep in mind the amount collected should be based on the account past due balance not per SA at each Premise. 2. If a customer currently has pending levelized pay arrangements and they default can we set a new arrangement up? they do not qualify. 3. Can we make payment arrangements with irrigation customers? Not allowed for irrigation. 4. When setting up payment arrangements is it necessary to cancel pending C&C events? Yes. This includes warning events. 5. Why is it important to set up payment arrangements on USA'and NSA's or even deposits separately? When the payment is applied it will apply correctly to each. 6. If a customer signs up for service (Actual Connect) at an address and a WO is found for the customer what should be done? If it is a Nominal Connect what should be done? Actual Deny service until the payment is paid in full. Nominal Inform the customer the WO payment is due immediately, however may allow 10 days for mailing. If the WO amount is from an account in Idaho pending Transfer Acijustment is to be added on the account or service agreement with the write off when the service agreement is active. If the WO is for an account outside of 1/25/04 Revision 1 ~ -,. ... " '"' Idaho inform the customer of the wo. Inform the customer that the collection agency will be informed of their new address. CSR Send a tickler dated days after the turn on date to the Credit Collection Review Group (CREDCOLL) they will add the transfer. CAMC When the tickler appears in the CREDCOLL Worlif/ow Tracking Query follow the procedure "Transferring Write-Offs to Active Service Agreement 7. When connecting pumps for the season the deposit does the deposit need to be collected in hand before we will turn the pump on? Yes, we can initiate the turn on order and enter type as hold waiting for the DEPOSIT. 8. Why is it important select the correct Reconnect Event? To charge the customer the appropriate reconnect charges (i.e. RCONR event for regular hours reconnects $15, the RCONAfor reconnects after 6PM $45, or RCONLforreconnects after 9PM$80) 1/25/04 Revision 11