Add Request For Proposal RFP

Fill in the information of the client wanting an RFP

Save the RFP

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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

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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

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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

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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

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Benchmark

This shows the information on the various levels of benchmark

This is similar to Summary by Term