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Chapter 4 Certified Supplier Guidebook

Certified Supplier Guidebook Chapter 4: Obtaining End-Use Customer Historical Usage Introduction

Chapter 4 explains how certified suppliers can obtain end-use customer historical usage information from Duke Energy. This chapter includes the following topics:

Requesting Historical Information

Pre-Enrollment List

Upon request, Duke Energy will provide to any supplier certified by the Commission the most recent end-use customer information list in the form of a compact disc. The supplier must pay Duke Energy the fee identified in the Certified Supplier Tariff for each list provided to the supplier.

Duke Energy will offer the pre-enrollment list with updates available quarterly. Once the list has been updated a supplier may not use a pre-enrollment list from a prior quarter to contact end-use customers.  Suppliers are not required to purchase subsequent lists.

Duke Energy will provide end-use customers the option to have all the information listed in the section below removed from the pre-enrollment list. At the same time Duke Energy will also provide end-use customers the option to have all information listed below reinstated on the pre-enrollment list. The end-use customer will be notified of his or her options quarterly.

The following information will be provided on the end-use customer information list for each end-use customer who has not requested that the information be removed:

  • End-use customer name
  • Service address
  • Service city
  • Service state and zip code
  • Mailing address
  • Mailing city
  • Mailing state and zip code
  • Rate schedule under which service is rendered
  • Load profile reference category
  • Meter type (will provide information that is readily available)
  • Interval meter data indicator (will provide information that is readily available)
  • Budget bill/PIPP indicator
  • Meter reading cycle
  • Most recent 12 months of historical consumption data Meter number
  • Revenue class 
  • Service rate indicator

Duke Energy will provide the pre-enrollment list via compact disc. The information will be prepared and distributed in a useable format that allows for data sorting.

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Website Historical Usage

Duke Energy will make 12 months of historical usage data available on Duke Energy’s supplier website. A certified supplier with signed authorization from the end-use customer may obtain 12 months of historical usage data by entering the end-use customer’s Duke Energy account number and meter number. Twelve months of historical information will appear for viewing and/or downloading.

The historical monthly usage report includes the most recent 12 months of the following information:

  • Actual monthly kWh usage
  • Actual Demand in kW and billed demand, if applicable
  • kVA and power factor, if applicable
  • Meter reading dates
  • Number of days in the billing cycle
  • Indicator if usage based on read or estimate
  • Number of unmetered units applicable

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Electronic Data Interchange (EDI)

A certified supplier may request 12 months historical usage via EDI, and the following information will be returned via EDI:

  • Actual monthly kWh usage
  • Actual Demand in kW and billed demand, if applicable
  • kVA and power factor, if applicable
  • Meter reading dates
  • Number of days in the billing cycle
  • Indicator if usage based on read or estimate
  • Number of unmetered units applicable

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Requesting 12-Month Detailed Interval Meter Data

Certified suppliers may request 12-month detailed historical interval meter data via EDI only.  For more information, please see Chapter 5: Electronic Data Interchange of this guidebook. The interval meter data will be transferred in a standardized electronic format and will be in 15 minute intervals.  Each certified supplier will have a secured identification number and password to obtain detailed historical interval meter data by connecting to Duke Energy's certified supplier website. The certified supplier will be billed for the incremental costs incurred to prepare and send such data. The charges for these services are listed in the tariff rate schedules. A copy may be found in Appendix A: Certified Supplier Tariff of this guidebook.

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Ongoing Usage Data Provided to the Certified Supplier

For each billing cycle that an end-use customer is enrolled with a certified supplier, Duke Energy will provide to the certified supplier, via EDI, the current month's usage data for each end-use customer account. For monthly consumption data and monthly detailed interval data, Duke Energy will automatically send data via EDI and charge the supplier accordingly.  A supplier who does not want to receive the detailed interval data and the corresponding charge should request summary data only on the enrollment transaction.

For monthly detailed interval data, each certified supplier will be charged the applicable fee identified in the Certified Supplier Tariff.  A copy may be found in Appendix A: Certified Supplier Tariff of this guidebook.

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Customer Authorization

A certified supplier, acting as the authorized agent of the end-use customer may request history information via EDI or from Duke Energy’s supplier website. End-use customer signed data release documents must be made available to Duke Energy within three business days upon request and must be retained by the certified supplier for a period not less than two calendar years after the calendar year in which received.

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