Brief Description

Business Process: 3.4.4.1a CC&B.Enroll In Budget

Process Type: Sub-Process

Parent Process: 3.4.2. CC&B.Develop Insight and Understanding

Sibling Processes:

•	3.4.4.2a CC&B.Monitor and True Up Budget

•	3.4.4.3a CC&B.Cancel Budget

•	4.2.2.10a CC&B.Manage Budget Billing

•	4.3.1.1a CC&B.Process Budget Payments

•	3.4.1.1 CC&B.Manage Customer Contacts

•	3.3.2.1 CC&B.Start Premise Based Service

This process describes Enrollment to Budget Plan. A Budget Plan is a levelized payment plan used to spread out seasonal bill variations. It is a common practice for Organizations to offer their customers Budget Plans. A Service Agreement on a Budget has a fixed amount levied on a bill segment, regardless of actual utility charges. While overall the Account references a specific Budget Plan, each Service Agreement has an individual, unique Budget amount. The sum of an Account’s Service Agreements’ Budget amount is the Account’s Budget amount.

Providing Budget Billing service is a complex process, and consists of several sub-processes. Together the processes represent the full lifecycle of Budget Plan functionality: Enrollment in Budget, Monitor and True Up Budget, Manage Budget Billing, Process Budget Payments, and Cancel a Budget.

The Budget Enrollment process allows the CSR or Authorized User to set up a Budget plan upon Customer request. The Customer’s Account and Service Agreements must satisfy established Business rules. As a part of enrollment in a Budget plan CC&B offers automatic budget amount calculation. It supports negotiations with the Customer and simplifies the Budget enrollment process overall. Different Budget Plans may be used for various types of customers.

A Budget Plan may be set up for a Customer at time of Start Service, or at any time during the lifecycle of an active Service Agreement.