Our Latest News

CEP 2021.8 Release

• Call List Management: Added the ability to geocode and pull phone numbers automatically
• Call List Management: Allow users to manage their own Personal WIP lists
• Call List Management: Added the abliity to query Eligible Customer Lists (ECL) to generate call prospects

CEP 2021.7 Release

• Billing: Added support for ERCOT
• Enrollments: Added out-sourced Welcome Kit letter generation
• Pricing Desk: Enhanced the ability to price an unlimited product types

CEP 2021.6 Release

• Sales Portal: Added new Role Switcher
• Sales Portal: Continued Enhancements for KPIs
• Pricing Desk: Enhanced eligibility list integration

CEP 2021.5 Release

• Enrollments: Added out-sourced Welcome Kit letter generation
• Call List: Updated module to new React front-end
• Pricing Desk: Enhanced support for new Product types.

CEP 2021.4 Release

• Enrollments: Added out-sourced Welcome Kit letter generation
• Call List: Updated module to new React front-end
• Pricing Desk: Enhanced support for new Product types.

CEP 2021.3 Release

• Scheduling: Automated PJM schedule uploads to PJM's Market Gateway
• Solar: New Allocation methodology by dollar savings
• Optional Email notices to salespeople on Account Adds and Drops.
• Enhanced PJM MSRS reporting to support token authentication

CEP 2021.2 Release

• Direct Mail API support for various letters and welcome kits
• Enrollments: Added support for Future Enrollments
• Solar: Added support for Annual Allocations billing
• Valuation: ISO-NE Schedule 2 and Schedule 3 costs refresh

CEP 2021.1 Release

• New Sales Channel, Sales Manager and Salesperson portals
• Valuation: Updated Attrition and Discount calculations
• Account Status List: Added new calculated fields per customer requests
• Commissions: Updated commission module.

CEP 2020.12 Release

• PJM: Support for automated download and reporting of the PJM MSRS Weekly and Monthly SUMA Billing Statements
• Position Management: Attach a confirmation document to the hedge on deal confirmation
• Enrollments: Added API interface

CEP 2020.11 Release

• Valuation: Added new Valuation buckets to Presidents Screen for Fixed and Variable contracts by component (e.g. Energy, Ancillary, Tax, etc.)
• Valuation: Added support for Attrition calculations
• Position Mangement: Enhanced support Physical vs Financial block types.
• Enrollments: Enhanced tracking for HU request status.

CEP 2020.10 Release

• Billing: Modified the Contract List to optionally display a simpler Contract Card based on database settings.
• Portfolio card - added a cue to display the count of Accounts that are in the billing system for the portfolio.
• Position Management: Added a separate Natural Gas deal capture wizard.
• Billing: Added optional tracking of "Anticipated Margin ($/Unit)" for Contracts

CEP 2020.9 Release

• Position Management: Added support for physical gas deal captures
• Enrollments: Added Do Not Call list as well as the ability to "hold" enrollments for a specified number of business days prior to processing
• Added the creation of "Write Off" LDC Account Entries based on EDI248 transactions

CEP 2020.8 Release

• Solar: Added portfolio billing options for DER invoicing
• Position Management: Enhanced Gas deal capture
• EDI: support for PECO, PECO-GAS, DUKE, DUKE-GAS

CEP 2020.7 Release

• Solar /DER: process automation enhancements – payment processing and notifications
• New utility support Vectren Ohio, Philly Gas Works, Duke Gas, PECO Gas, UGI Gas, AEP Columbus Southern, AEP Ohio
• Scheduling: Added support for the automated upload of NYISO Bid files to the ISO website

CEP 2020.6 Release

• Enrollments: Create from external XLS customer lists
• Billing: Added support for 810 positive acknowledgements coming from 820s rather than 824s (PECO)
• Added support for new utilities DUKE-GAS, PGW-GAS, PECO-GAS, VECTREN-OH, UGI-GAS
• Solar / DER: Support for Credit Card and ACH transaction processing and integration with 810/820 EDI documents

CEP 2020.5 Release

• Manual Advanced find in the Eligibility list for Prospects
• Creation of Pricing Summary records for all Prospects possible to allow viewing of information even when a complete portfolio cannot be calculated
• Added pricing support for TNMP Texas-New Mexico Power
• Enrollments: New module has been created to assist in the enrollment for customer accounts

CEP 2020.3 Release

• Billing: Updated methodology to set appropriate Tax Area Codes
• Forecasting: Update Sync file import process
• Continued modifications for new front-end.

CEP 2020.2 Release

• Solar / DER: DER module enhancements to support full life-cycle for enrollments
• Solar / DER: DER revenue allocation - initial support
• Position Management: Inter-company deal capture support

CEP 2020.1 Release

• Added Initial Release of our new web interface.
• Pricing: Added a second future CAP/NITs tag value to better handle anomaly Peak days and their impact on future year's Price/value
• Valuation: Added support for multiple new contract types from the billing module
• Solar / DER: Added a Welcome Letter that can be generated and emailed to customers (PDF Format)

CEP 2019.12 Release

• Call List: Redesigned Sales Manager Role, adding new views and summary statistics
• Pricing: Support download of Price Request files from customer FTP sites for automated processing
• Added the calculation of Unbilled Usage and Unbilled Revenue to the Account Status List
• Position Management: Support multiple marketers in the same database
• Added new reports "Positions by Deal and Period", "Positions by Market and Period", "Positions by Market and Period Fixed", and "Load and Positions by YearMonth"
• Community Solar: Support ACH transactions and the encryption of sensitive account information