Energy Compliance Consulting announces an Electric Quarterly Report Training Conference
June 15-16, 2016, in Houston, TX

Energy Compliance Consulting will be holding a FERC Electric Quarterly Report training conference on June 15-16, 2016, at the Hampton Inn & Suites Houston North IAH. This training is focused on compliance with the all of FERC’s EQR requirements, including the field and format changes from Order Nos. 768, 768-A and 770. Attendees will receive a comprehensive manual that pulls together all of the EQR requirements, and walks the user through the filing process. The manual 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.

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 700 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 (in painful detail!), 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 how to ensure that your company’s data complies with all of FERC’s requirements. In addition, Barb will share trouble-shooting tips, filing and review strategies, and talk about FERC EQR audits. Participants can submit questions prior to the conference or ask them during the sessions. The conference will include the following sessions:

Intro to FERC (Optional)

  • Wednesday, June 15, 2016, 9 a.m. to 1:00 p.m.: Introduction to FERC. This session is great for employees new to FERC, and is 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.

Intro/Contract Data

  • Wednesday 6/15/16, 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 discuss 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/BGS), transmission, and interconnection agreements.

Transaction, Index Price Reporting, and Filing Issues

  • Thursday, 6/16/16, 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)

A block of guest rooms has been reserved for the conference at the special rate of $144 per night. The hotel has a free airport shuttle; and free Wi-Fi, a hot breakfast and a manager’s evening reception are included in the room rate. To reserve on-line, click After selecting the dates, it asks “Have a special code?” so put EQR in the box for group code and it should automatically give you the group rate. This rate is available until June 3, 2016. If you prefer to book your room over the phone, you can call (281)447-6400 and ask for the EQR conference rate. The rate is available 6/14 – 6/17.

The cost of the training is detailed below, and there is a 10% discount for registrations made by Friday, June 3, 2016. For companies sending multiple employees, a 10% discount is given to additional employees from the same company. 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.

Day 1 morning – Intro to FERC (optional – includes lunch)
Day 1 afternoon – EQR Overview, Filer ID and Contract Data
Day 2 all day – EQR Transaction Data, Capacity Reassignments, and Index Price Reporting; Data Issues, formatting and filing (includes lunch)

All Sessions (including Intro to FERC): – $1,195
Contracts and Transactions (Wednesday p.m. and Thursday) – $995 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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