Electric Quarterly Report May 2024 Training Conference
May 16-17, 2024

The Full Program EQR Training can introduce new filers to the EQR and will help current filers to learn more about the data requirements to ensure compliance with FERC’s rules. The training will be
conducted using Zoom. The training will be six hours each day beginning at 10:00 each day EST. The
training will be focused on compliance with all of FERC’s EQR requirements. Once participants sign up
for a session, they will be mailed an EQR User’s Manual, a comprehensive manual that pulls together all the current EQR requirements and walks the user through the filing process. The manual is very detailed and is continually updated to keep pace with regulatory changes and evolving guidance from FERC.

The training will include an overview of FERC; a discussion of FERC’s enforcement and compliance
programs; a brief discussion of the history and reasons for the EQR; and work through the entire EQR
preparation, review and submission process, including uploading data using FERC’s web portal; dealing
with error messages; and ensuring that filings are complete and correct. The training will address not
only filing mechanics, but also include a detailed discussion of what needs to be included in the EQR to ensure that your utility’s data complies with all of FERC’s requirements. When we reach fields that the 10/19/23 NOPR proposed changing, I will address the proposed changes. Participants can submit
questions prior to the conference or ask them during the sessions. The conference will include the
following sessions:

  • Thursday, May 16, 2024:
    • Introduction to FERC. This session will provide an overview of the FERC, including information about its offices and functions; information about FERC’s enforcement policies and civil
      penalties; a review of FERC’s website, including an introduction to eLibrary and the EQR site;
      and an overview of FERC tariffs, rate schedules, and service agreements, including eTariff.
    • Introduction/Overview of the EQR. This session will start with general information about the EQR, how the data are used, and some high-level concepts useful for filing.
    • ID and Index Price Reporting.
    • Contract Data. The Contract data discussion will take a detailed look at each Contract data element to help filers understand what is required for a variety of contract types – including master agreements, PPAs, retail supply (POLR), transmission, and interconnection
    • Reporting capacity reassignments
  • Friday, May 17, 2024:
    • Transaction data. The Transaction data discussion will take a detailed look at each Transaction data element to help filers understand what is required for a variety of transaction types, including ISO sales, PPA sales, renewable issues, and more.
    • Compiling, formatting, reviewing data and uploading data files.
    • Filing Issues and billing adjustments
    • FERC Audits
    • Wrap-Up.

The cost of the training is $1,095 for all sessions.  Class size will be limited to twenty participants to encourage full participation. If more than 20 people want to take the training, additional sessions will be set up.

You can register online below by clicking “Buy Now,” or contact Barb to register over the phone or with a check through the mail.

For utilities training multiple employees, a 10% discount is given to additional employees from the same company. (The additional employees should contact Barb at Barb@EnergyComplianceConsulting.com or 602.680.7980 to register at the discounted rate – it is not available for on-line registrations.) Companies considering sending multiple employees may wish to inquire about having EQR training performed just for their utility. Training can be customized to focus on relevant areas, and issues can be raised confidentially. It may be more cost-effective if you have multiple employees attending.

Cancellation Policy:
If you must cancel, you may substitute an attendee for no additional charge. Cancellations with no substitutions will receive a 50% refund.

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