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CA Rate Escalator Update

CA Rate Escalator Update

Owned by Deanna Collia
Last updated: about 3 hours ago by Rafael Gonzalez
3 min read

Everbright implemented a cap of 4.00% for the California utility rate escalator and updated the default value to the current CPUC rate of 3.32% in Engine. 

The new 4% cap only applies to the following utilities listed below. All other California utilities will have the existing 4.9% cap. 

  • PG&E, Pacific Gas and Electric 

  • SCE, Southern California Edison 

  • SDGE, San Diego Gas & Electric 

  • BVES, Bear Valley Electric Service 

  • Pacific Power 

 

NOTE: At this time, agents are NOT permitted to update the utility rate escalator for a customer.

Scenario 1:

An installer/rep contacts support because they have submitted a milestone for approval and the system is requiring them to generate an NCCO when nothing has changed.

  • Navigate to the usage phase and confirm that the job is under one of the utilities listed above. Click the More Rate Options and confirm that their rate is set above the 4.00% limit:

 

  • Instruct the installer to go to the usage phase and update the Rate Escalator to 4%. An NCCO will not be needed after the change is made

 

If the installer is blocked from making changes to the utility rate escalator, they will need to reach out to their org admin to make the change from within the specific job. Updating the custom settings will NOT fix the issue.

 

Scenario 2:

The installer/rep advises that they are getting an error when trying to generate an NCCO or HCO:

  • First, instruct the installer to go to the usage phase and update the Rate Escalator to 4%.

If the installer is blocked from making changes to the utility rate escalator, they will need to reach out to their org admin to make the change from within the specific job. Updating the custom settings will NOT fix the issue.

  • After the rate is updated, the customer will be able to generate the NCCO or HCO as normal

CXone interactions

Disposition

  • Quote - Rate Escalator

Disposition Notes

  • Job link

  • Org

  • Installer or Rep’s Name

  • Note indicating the outcome

    • Instructed customer to change the utility rate successfully

    • Instructed customer to reach out to their Org Admin

Emails

Reply to the customer with the instructions (based on the scenarios above) to change the utility rate escalator.

If the rep is blocked from making the change:

Please reach out to your Org Admin to update the utility rate escalator in the Usage Phase from within the job.

Regards,