ENGYB - Activity
Energy Activity

RFP - Request For Proposal

Request For Proposal - RFP Search
Search for all active RFPs 

 

 

 

 

 Search 

 Search for RFPs 

 

 

 Add 

 Add a new RFP 

 

 

 Edit 

 Edit an existing RFP 

 

 

 Delete 

 Delete an RFP 

 

 

 Print Grid 

 Print searched results

Add Request For Proposal RFP
Fill in the information of the client wanting an RFP 

 Save the RFP 

 

 

 

 ICP Data 

 Go to the ICP Data tab 

 Click on Add to add in ICP. 

 

 Enter the ICP number and save 

   

 

 ICP Import (Scrape) 

 Then click on the ICP import 

 This will update the various information, click on save again 

 

 

 

 Consumption data import 

 Once you have fixed the spreadsheet, make sure it is in this format 

 A sample of the Excel file is attached -  Consumption Data Import.xlsx 

 

 Import the consumption data 

 

 Find the file to import 

 Make sure the Excel sheet is saved and closed before importing 

 

 

 After the file is imported, it will update the following tabs 

 

 144 Part 

 48 Part 

 Consumption Stats 

 

 

 After all the ICPs have been entered and Consumption data imported. 

 Save and Close and go back to the RFP 

   

 

 Retailer Quotes 

 Go to the retailer quotes tab to enter all your retailer quotes 

 Click on Add to add the quotes 

 

 Enter the Retailer that the quote is for. 

 If this is the current retailer, put a tick on 

 Select the ICP that this quote is for 

 Put in a description 

 EA Levy and Meter charge will populate from Retailer selected 

 After you have saved, tabs become available 

 

 

 

 Retailer Quote Import 

 Prepare the import file from the Retailer Quote 

 See sample file -  Retailer quote import.xlsx 

 Enter both WD and WE OR BD and NBD 

 under each other 

 

 Here is a sample of a 3 Year Stagged file 

 Sample attached -  Mercury 2-3yr.xlsx 

 

 Here is a sample of a 5 year flat file 

 Sample Attached -  Mercury 5yr Flat.xlsx 

 

 Once the Excel files are prepared, go to Retailer quote import 

 Fill in the information as to the Type, Rate, Years and Start Period 

 Then Upload and Import 

 

 After import is done, it will populate all Tabs with cost data 

 

 Costs 

 Energy Cost 

 Network Cost 

 Total Cost 

 

 

 

 

 Retailer summary 

 In order for the Retailer Summary and Benchmarks to work 

 The Current Retailer needs to be set. 

 

 This will show all the information on the various Retailers 

 

 This is similar to your Excel sheet for Summary by Term Master 

 

 

 

 Benchmark 

 This shows the information on the various levels of benchmark 

 

 This is similar to Summary by Term

Individual Connection Point ICP
ICP Data 

 Go to the ICP Data tab 

 Click on Add to add in ICP. 

 

 Enter the ICP number and save 

 

 

 ICP Import (Scrape) 

 Then click on the ICP import 

 This will update the various information, click on save again 

 

 

 

 Consumption data import 

 Once you have fixed the spreadsheet, make sure it is in this format 

 A sample of the Excel file is attached -  Consumption Data Import.xlsx 

 

 Import the consumption data 

 

 Find the file to import 

 Make sure the Excel sheet is saved and closed before importing 

 

 

 After the file is imported, it will update the following tabs 

 

 144 Part 

 48 Part 

 Consumption Stats 

 

 

 After all the ICPs have been entered and Consumption data imported. 

 Save and Close and go back to the RFP

ICP Import for Consumption data
Import data from current retailer for Consumption data 

 Fix data with Day Light savings before importing 

 See attached Sample file - Consumption Data Import_ June 2024.xlsx

Retailer Quotes
Adding retailer quotes into the RFP 

 Go to the retailer quotes tab to enter all your retailer quotes 

 Click on Add to add the quotes 

 

 Enter the Retailer that the quote is for. 

 If this is the current retailer, put a tick on 

 Select the ICP that this quote is for 

 Put in a description 

 EA Levy and Meter charge will populate from Retailer selected 

 After you have saved, tabs become available 

 

 

 

 Retailer Quote Import 

 Prepare the import file from the Retailer Quote 

 See sample file - Retailer 5yr Flat.xlsx 

 Enter both WD and WE OR BD and NBD 

 under each other 

 

 Here is a sample of a 3 Year Stagged file 

 Sample attached - Retailer 2-3yr.xlsx 

 

 Here is a sample of a 5 year flat file 

 Sample Attached -  Mercury 5yr Flat.xlsx 

 

 Once the Excel files are prepared, go to Retailer quote import 

 Fill in the information as to the Type, Rate, Years and Start Period 

 Then Upload and Import 

 

 

 After import is done, it will populate all Tabs with cost data 

 

 Costs 

 Energy Cost 

 Network Cost 

 Total Cost

Retailer Quotes Import
Prepare the import file from the Retailer Quote 

 See sample file - Retailer quote import_Test Run.xlsx 

 Enter both WD and WE OR BD and NBD 

 under each other 

 

 Here is a sample of a 3 Year Stagged file 

 Sample attached - Retailer 2-3yr.xlsx 

 

 Here is a sample of a 5 year flat file 

 Sample Attached - Retailer 5yr Flat.xlsx 

 

 Once the Excel files are prepared, go to Retailer quote import 

 Fill in the information as to the Type, Rate, Years and Start Period 

 Then Upload and Import 

 

 

 After import is done, it will populate all Tabs with cost data 

 

 Costs 

 Energy Cost 

 Network Cost 

 Total Cost 

 

 

 

 

 

  

Retailer Quote Import NHH
Import layout for Retailer Quote Import for NHH values 

 One needs to repeat the values per year. 

 Example, if you want three years of data, repeat the values 3 times per year 

 Sample import - Retailer Quote NHH Import.xlsx

ICP - Individual Connection Point

ICP Search
Search for all ICPs on every RFP Document