Coordinated Request Process on OASIS for Multiple Transmission Systems
This presentation guides customers on using OASIS to establish and coordinate requests on multiple transmission systems. It covers steps such as submitting a Coordinated Request (CR), documenting requests, attesting to NAESB requirements, updating statuses, and approving or adjusting requests within Coordinated Groups (CGs). Detailed instructions and screenshots are provided for each step, ensuring a smooth process for customers managing requests across different transmission systems.
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Presentation Transcript
Service Across Multiple Transmission Systems This presentation shows the steps that a Customer must take on OASIS to establish and coordinate requests on multiple transmission systems. The following slides show how to Submit a Coordinated Request (CR) Document the other requests in the Coordinated Group (CG) Attest that all of the Coordinated Group information meets the NAESB requirements Update the status of other CRs in the CG Approve, Adjust or Withdraw the CR
Service Across Multiple Transmission Systems A new Coordinated Request (CR) Must be Preconfirmed Must set CG Status = PROPOSED
Service Across Multiple Transmission Systems After the CR is submitted, the TSR Detail screen will show: The CG Status will display the PROPOSED hyperlink The CG Deadline will be the Queue Time + 24 hours.
Service Across Multiple Transmission Systems Before the 24-hour deadline, the Customer must enter on OASIS the information about all of the Coordinated Requests and/or Reservations in the Coordinated Group (CG) that are made on other Transmission systems. Click on the PROPOSED hyperlink in the TSR Detail screen to bring up the Update Coordinated Group screen. Enter information on each of the other requests and/or reservations. o o DO NOT ENTER information on the DEC CR (in example do not enter info on request #70424910). For Each CR or reservation, enter the following information: Transmission Provider, CR Disposition, CR Assignment Ref, CR Increment, CR TS Type. A popup list of Assignment Refs is available for CRs or reservations that are on another transmission system supported by OATI. When available, much of the information is filled in when the Assignment Ref is selected. Be sure to check that all required information is provided.
Service Across Multiple Transmission Systems After providing the information on all the requests and reservations in the Coordinated Group in the Update Coordinated Group screen, the Customer must attest that all of the Coordinated Group information meets the NAESB requirements. If the attestation is not done by the CG Deadline, the status of the CR will be set to INVALID. To begin this process, open the TSR Detail screen and click the Customer Update button at the top of the screen.
Service Across Multiple Transmission Systems To attest that all of the Coordinated Group information meets the NAESB requirements Change the CG Status to ATTESTED Click on the Submit Changes button at the top of the screen
Service Across Multiple Transmission Systems The Customer must monitor the status of each Coordinated Request on other transmission systems and update the information in the Update Coordinated Group screen. Click on the ATTESTED hyperlink in the TSR Detail screen to bring up the Update Coordinated Group screen. Set the (CR) Disposition TSR Status (CR) Disposition CR_ACCEPTED FULL CR_COUNTEROFFER PARTIAL WITHDRAWN prior to TP changing status WITHDRAWN Any other status NONE Set the (CR) Disposition Time equal to the Date and Time the request status was changed. Disposition Time auto fills for CRs on another transmission system supported by OATI.
Service Across Multiple Transmission Systems Finalizing the Coordinated Request The Customer may confirm a CR that has a status of CR_ACCEPTED or CR_COUNTEROFFER at any time. Once the Customer sets the status to CONFIRMED no further action will be available to modify capacity. The Customer may withdraw a CR that has a status of CR_COUNTEROFFER at any time. Once the Customer sets the status to WITHDARAWN no further action will be available to modify capacity. The Customer may wait to finalize the status of the CR until all the CRs in the CG have been acted on by their respective Transmission Providers.
Service Across Multiple Transmission Systems Finalizing the Coordinated Request When all Transmission Providers have responded to the CRs and all (CR) Dispositions have been changed from PENDING in the Update Coordinated Group screen a Response deadline will be calculated and posted on the CR on the Duke system. If any of all of the CRs in the CG were accepted in full as requested, the Customer is to change the status of the CR on the Duke system to CONFIRMED. If the status in not changed by the Response deadline, OASIS will change the status to CONFIRMED. If any of the CRs in the CG were not accepted in full as requested, the Customer has the option to lower the capacity granted by Duke. If Duke set the status to CR_ACCEPTED, the Customer may change the status to CONFIRMED, REBID or WITHDRAWN. All rebids to lower capacity will be approved by Duke. If Duke set the status to CR_COUNTEROFFER, the Customer may change the status to CONFIRMED, REBID or WITHDRAWN. All rebids to lower capacity will be approved by Duke. If the Customer fails to respond by the Response deadline OASIS will take the following actions: Change the status to CONFIRMED for a CR with the status of CR_ACCEPTED Change the status to RETRACTED for a CR with the status of CR_COUNTEROFFER
