Examples of Initiative Criteria
The following is an example of how to set up initiative criteria.
Initiative: Smart Rate Program For Residential Customers
The program targets summertime pricing for residential customers. Customers are required to reduce energy use between 2 PM and 7 PM for no more than 15 summer days, which are referred to as smart days. A higher rate is charged during this time period. A discounted rate is applied for all other times during the season.
Initiative Eligibility Criteria
To be eligible for this initiative, the account must be a residential account with an average daily usage that is more than 10 kWh, not currently on a smart rate program, and is on either the ERES1 or ERES2 rate schedule. The account must also not have any active credit and collection process.
Sequence
Description
Criteria Field Algorithm
Operator
Comparison Value
If True
If False
If Insufficient Data
Criteria Execution Point
10
Residential customers
Retrieve Customer Class (Define an algorithm instance for base algorithm type C1-ICGETACEL, Retrieve account attribute)
=
R
Check next condition
Not Eligible
Not Eligible
Both (lead generation and enrollment)
20
Average daily usage > 10 kWh
Retrieve average daily kWh usage (Define an algorithm for base algorithm type C1-ICGETAVSQ, Retrieve average service quantity)
>
10
Check next condition
Not Eligible
Not Eligible
Both (lead generation and enrollment)
30
Not on a smart rate program
Retrieve all contract options (Use base algorithm C1-ICGETCOPT)
=
295076574659 (Contract option for smart day events)
Not Eligible
Check next condition
Not Eligible
Both (lead generation and enrollment)
40
Account is current
Check if Account Is Current (Use base algorithm C1-ICCHKACCU)
=
true
Check next condition
Not Eligible
Not Eligible
Both (lead generation and enrollment)
50
Active service on eligible rate
Retrieve all active rates (Use base algorithm C1-GETACTVRT)
IN
ERES1, ERES2
Eligible
Not Eligible
Not Eligible
Both (lead generation and enrollment)
Related Object Criteria
If the account is eligible, the premise(s) associated with the account’s active and pending start service agreement’s service points of type E-RES will be linked to the lead as related object(s).
Sequence
Description
Criteria Field Algorithm
Operator
Comparison Value
If True
If False
If Insufficient Data
10
Premises with E-RES (electric residential) service points
Retrieve Premise SP Types (Base algorithm C1-ICPRMSPTY)
=
E-RES
Eligible
Not Eligible
Not Eligible
Parent topic 
The Components of an Initiative