# Presentation: 199280

## Electronic Tariff Filings

**Docket No. RM01-5-000**
**NOI issued March 14, 2001**
**NOPR issued July 8, 2004**
**Comments on Proposed Regulations August 1, 2005**
**Comments on Software not set**
**Target Implementation date not established**

- RM01-5-000 June 1, 2005

## Agenda

**9:00 – 9:30 a.m.  Opening Remarks, Introduction**
**Pat Wood, Chairman, FERC**
**Reasons for requiring electronic tariffs and tariff filings**
**Process of eTariff software development**
**Current status of the software**
**Guidelines for technical conference/ issues to be discussed**
**Introduction of staff members**

- RM01-5-000 June 1, 2005

## Agenda

**9:30 – 12:30 p.m.  eTariff Software Demonstration**
_**Items to be discussed during software demonstration**_**: **
**Importing electronic documents into eTariff (demonstration)**
**The use of tariff sections rather than sheet numbers**
**Tariff text format**
**Meta data**
**Redline strike-out**
**Interface **
**Confidential information**
**The electronic tariff filing process**
**Public Viewer**
**12:30 – 1:30 p.m.  Lunch**

- RM01-5-000 June 1, 2005

## Agenda

**1:30 p.m. – 3:45 p.m.  Additional Issues and Comments:**
**Scope of tariff filings to be filed electronically**
**Transition to electronic tariff filing**
**Additional Comments from interested parties **
**3:45 p.m. – 4:00 p.m.  Closing Remarks**

- RM01-5-000 June 1, 2005

## Why Electronic Tariffs and Tariff Filings

**Government Paper Work Elimination Act **
**Benefits of electronic filing**
**Speed**
**Reduced filing costs**
**Improved FERC maintenance of tariffs**
**Improved ability to search and manipulate**
**Improved public access to tariffs**

- RM01-5-000 June 1, 2005

## Tariff Data Format

**Tariffs are a Data Base **
**NOT a text document**
**Example tariff section data**
**Company name**
**Docket number**
**Proposed effective date**
**Tariff section**
**Filing type**

- RM01-5-000 June 1, 2005

**Notes:**
- (nit) Suggest changing "Example data set for every tariff section" to "Example section-related data tracked in database"- Here are some 'technical' data items that relate to each section in the database. These include the ones you listed. I wanted to give you a more complete set of data items available to section data. So, you might want to substitute some of these in or out.[company][Tariff][section id][filing id][option in filing][section number][alternate section number][section title][effective date][superceded date][section status][individual who last modified]-- and because each section has a link to the filing it was sent in...--[filing type - aka Regulations][filing category - e.g. baseline, withdraw, compliance, motion, report, normal...][date filing submitted to FERC][filing POC information][FERC docket][FERC docket date][FERC order][FERC order date][Associated filing/section (if applicable)]

## Other Formats

**Text**
**Spreadsheet**
**PDF**
**HTML**
**XML**

**Each format offers specific benefits, such as editing, linking to billing, posting on web, legibility**
**No single format satisfies all business req’mnts**
**XML **
**Staff’s NOI suggestion;  no industry support**

- RM01-5-000 June 1, 2005

## eTariff Field Software

**What is it?**
**Standard Windows application**
**Consists of a ‘program’ and a ‘database’. **
**General Items**
**Database approach allows for rules checking, searches, data organization, distributed processing and distributed database **
**Local application: reliance on FERC servers and Internet communication is minimized, best system responsiveness, flexible user interface options.**
**Internet used to file and to receive updates to the program and data**
**Multi-user access**
**Uses standard protocols (HTTP/FTP) for communication**
**Many filing rules and restrictions are table-driven in order to ease maintenance and expansion**

- RM01-5-000 June 1, 2005

## eTariff Development Process

**Started July 2004 **
**Release-review/test-update-release **
**Spiral development**
**Volunteer companies for extensive testing and feedback**
**Anyone with an interest in testing the software was invited to do so and make comments and suggestions to the team**
**Occasional discussions with companies and organizations**

- RM01-5-000 June 1, 2005

## Volunteer Test Companiesas of November 19, 2004

**Electric - Arizona Public Service**
**Electric - MISO**
**Electric - SCE**
**Electric - Westar Resources**
**Electric and Gas - Duke Energy **
**Gas - NiSource **
**Gas - Northern Natural**
**Gas - Williams**
**Gas/311 – DTE Energy**
**Oil - Buckeye Pipe Line Company**
**Oil - Shell Pipeline Company**
**Oil – BP Pipeline Company**

- RM01-5-000 June 1, 2005

## Current Status of Software

**Software in prototype and testing**
**~ 60 updates since initial prototype**
**Major Field functionalities are mostly functional **
**additional enhancements based on user feedback being implemented**
**The FERC-side software is in design phase **
**Changes to Field have domino impact**
**Requirements in near future releases include **
**amendments **
**cancellations of sections and tariffs**

- RM01-5-000 June 1, 2005

## When will eTariff be deployed?

**Not ready yet. **
**Staff will not recommend its deployment until we are convinced that it is operational. **

- RM01-5-000 June 1, 2005

## FERC Team

**Project Leader:  Keith Pierce, OMTR**
**Legal: Jamie Chabinsky, OGC**
**Software: Bo Pierce, OMTR**

- RM01-5-000 June 1, 2005

## OMTR Testers

**Bea Williams - FASTR**
**Dora Harley – Central**
**Keith Herbert – West**
**Vincent Musco - East**
**Kimberly Vendryes – South**

- RM01-5-000 June 1, 2005

## Software

**Charlie Coleman **
**eTariff Field and Client**
**Quentin Robinson/Richard Wainwright**
**Web-based Public Viewer**
**Casey Nutsch – OMTR**
**FASTR**
**Extraction Applications**

- RM01-5-000 June 1, 2005