Electric Quarterly Report Training Conference
March 21-22, 2013, in Newark, NJ

Energy Compliance Consulting is holding a FERC Electric Quarterly Report training conference at the Hilton Newark Penn Station Hotel in Newark, NJ, on March 21-22, 2013.  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.  This training will be helpful for current filers to learn about the expanded data requirements, as well as for staff from 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 previous 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.)

  • Thursday, 3/21, 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.)
  • Thursday 3/21, 1 – 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
  • Friday 3/22, all day:  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, EQR Transaction, Filer ID, e-Tag, and Index Price Reporting, and Capacity   Reassignment Data, filing and formatting (includes lunch)



All Sessions: – $995
All except Intro to FERC:  Day 1 afternoon and Day 2 – $875

10% discount for registrations prior to February 25, 2013.
5% discount for non-public utility employees (what FERC calls non-FERC-jurisdictional entities that will have to begin filing EQRs in 2013)
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.)

The Hilton Newark Penn Station Hotel has set aside a block of rooms with a special conference rate of $189.  Ask for the EQR Training rate.  The hotel has a shuttle to the Newark Airport and is at the Newark Penn Train Station, which should make it easy for those who are not driving.  It is 20 minutes from the hotel to Manhattan.

Register Today!


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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