Electric Quarterly Report Training Conference
February 26 – 28, 2013, in Las Vegas, NV

Energy Compliance Consulting is holding a FERC Electric Quarterly Report training conference at the New York – New York Hotel in Las Vegas on February 26-28, 2013.  The conference will be divided into a variety of sessions to accommodate new filers, as well as seasoned filers wanting to learn about recent EQR changes, and most attendees will take 1.5 or 2 days of training. This training is geared towards compliance with the new EQR requirements from Order Nos. 768 and 770 that will be implemented with the third quarter 2013 EQR filing.  Attendees will receive a comprehensive filing manual that pulls together all of the previously-existing and the new requirements, and walks the user through the filing process.  In addition to the coverage of all EQR requirements, we have added a new session for IT professionals to address technical requirements related to taking data from trade capture systems and converting it into a format that is compliant with the definitions in FERC’s EQR Data Dictionary and will upload successfully to FERC’s web interface.  This will be especially useful for the utilities that will be filing EQRs for the first time next fall.


Barbara Bourque, the leading expert on EQRs, will lead the sessions.  Barbara developed and implemented the EQR software at FERC and managed the Commission’s EQR program for several years before joining the private sector.  She has trained over 500 EQR filers from more than 250 utilities.  For more information about the Energy Compliance Consulting’s EQR conferences, see the conference web page.


We will work through the entire EQR preparation, review and submission process to ensure that filings are complete and correct.  The training will address not only the mechanics, but also include a full discussion of how to ensure that your utilities’ filings comply with all of FERC’s requirements.  Participants can submit questions prior to the conference or ask them during the sessions as time permits.  The conference will include the following sessions:
(Additional detail can be found by clicking the links to the agendas for each session.)

  • Tuesday, 2/26, 9 a.m. to noon:  Introduction to FERC.  This session is great for non-jurisdictional employees new to FERC, but also for FERC-regulated filers who want to know more about FERC, its authority, structure
    and eLibrary, among other things).

    Cost: $195 (includes lunch from 12:00 to 1:00 p.m.)


  • Tuesday 2/26, 1:00 p.m. to 5 p.m.:  Introduction/Overview of the EQR 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; and reporting transmission capacity reassignments.  (No new requirements have been added to the contract data by the recent orders, so if current filers are very confident about their contract data, they can skip this session.  However, the contract section is where most of the worst errors are found when I – and FERC – audit utilities’ EQRs).
    Cost: $295


  • Wednesday 2/27, 9:00 a.m. to 4:30 p.m.:  Everything else EQR.  This includes ID Data; Transaction Data – including a focus on the new fields; Index Price Reporting Data; and e-Tag Data; compiling, formatting, and uploading data files; reviewing data; accessing data on FERC’s web site; billing adjustments; and FERC audits.
    Cost: $650 (includes lunch)


  • Thursday 2/28, 9:00 a.m. to 12:00 p.m.:  Technical session for IT professionals.  This session will focus on specific details of how to ensure that the appropriate data are being captured (and that your trade capture systems define the relevant data elements the same way FERC’s EQR Data Dictionary does), and how to take those data from your trade capture system and translate them into the FERC format and definitions.  I recommend that IT folks attending this training also take the Wednesday session to get a more complete
    sense of what data are required.

    Cost: $295




New Filer: Day 1 and 2 – $995
Current Filer:  Day 1 afternoon and Day 2 – $875
IT pro: Day 2 and 3 – $850
All – $1,195
All except intro to FERC – $1,050

10% discount for registrations prior to January 25, 2013.
5% discount for non-public utility employees
10% discount for additional employees from the same utility.  (If you are thinking of sending multiple employees, you may want to inquire about having training done on-site at your location.  Issues can be raised confidentially, I can focus on the markets and products you transact in, and it is frequently more cost-effective.)

Register Today!


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