Electric Quarterly Report Training Conference
June 6-7, 2018 in Washington, DC

Energy Compliance Consulting will be holding a FERC Electric Quarterly Report training conference on June 6-7, 2018, at the Hilton Garden Inn Washington DC Downtown.  The training will be held the two days following the FERC staff-led EQR Users Group Meeting and will be focused on compliance with the all of FERC’s EQR requirements. Attendees will receive a comprehensive manual that pulls together all of 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 changes and evolving guidance from FERC. This 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. In addition to the EQR training, there will be an optional Introduction to FERC session on Wednesday morning, June 6th.
Barbara Bourque, the leading expert on EQRs, will lead the sessions.  Barbara led the development and implementation the original EQR software at FERC, and managed the Commission’s EQR program for several years before joining the private sector.  She has trained over 800 EQR filers from more than 400 utilities, and performed dozens of EQR audits – ordered by FERC (as a result of a FERC audit) or utility-initiated reviews.

The training will include 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 (Barb will also demonstrate uploading EQRs using eFileEQR, the software marketed by Systrends.), dealing with error messages, and ensuring that filings are complete and correct.  The training will address not only the mechanics, but also include a detailed discussion of what needs to be included in the EQR to ensure that your company’s data complies with all of FERC’s requirements. In addition, Barb will share trouble-shooting tips and filing and review strategies. Participants can submit questions prior to the conference or ask them during the sessions. The conference will include the following sessions:

Intro to FERC 

Wednesday 6/6/18, 9 a.m. to 1:00 p.m.:  Introduction to FERC.  This optional session is great for employees new to FERC, and also good for filers who want to know more about the agency. The class will provide an overview of the FERC, including information about its offices and functions; 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. This background may help attendees who have little experience with FERC regulations get more out of the EQR training. (Includes lunch)

Intro/Contract Data 

Wednesday 6/6/18, 1 – 5 p.m.: Introduction/Overview of the EQR, ID and Contract Data. This session will address general information about the EQR, how the data are used, and some high-level concepts useful for filing. 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 agreements. (Includes break snacks)

Transaction, Index Price Reporting, and Filing Issues

Thursday, 6/7/18, 8:30 a.m. – 3:00 p.m.: Transactions and everything else EQR. This includes Capacity Reassignments; Transaction Data; Index Price Reporting Data; compiling, formatting, and uploading data files; reviewing data; accessing data on FERC’s web site; billing adjustments; and FERC audits. (Includes lunch and break snacks)

The conference will be held at the Hilton Garden Inn Washington DC Downtown. The hotel is near the McPherson Square Metro Station. A block of guest rooms has been reserved from 6/5/18 – 6/7/18 for the conference at the special rate of $309 per night (plus tax) for a single room ($329 for a double). This rate is available until May 15, 2018, or until the room block is used up, so please book early to ensure that you get the special rate. If reserving on-line, click Reserve Room to make your reservation and get info about the hotel. If you prefer to book by phone, call 1-202-783-7800, and ask for the EQR Training Conference rate when reserving your room.

The cost of the training is $1,195 for All Sessions (including Intro to FERC), and $995 for Contracts and Transactions only (Wednesday p.m. and Thursday), and there is a 10% discount for registrations received by May 15, 2018.  Lunch is included for all on Thursday, and for those attending the Intro to FERC session Wednesday morning. You can register below.

For companies sending multiple employees, a 10% discount is given to additional employees from the same company. (The additional employees should contact Barb to register by phone at the discounted rate – it is not available for on-line registrations.)  Companies considering sending multiple employees may wish to inquire about having training performed onsite at their location.  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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