Spreadsheet: chris_stokley__3867__2001Q1accomplish
Sheet: Q1and2Accomplishments2001

ACCOMPLISHMENTS FOR [NAME], Q1 AND Q2, 2001
*Able to catch up with actualizations after abruptly losing the technologist dedicated to Volume Management
*Worked with technology in Houston to get new charge types implemented and allocated (382, 383, 522).  Documented changes and informed the group.
*Led the training of new employee who was quickly brought to speed on actualizations (he provided tremendous assistance in bringing the group current)
*Answered multiple inquiries regarding ISO calculations as they relate to building equations in VMS.
*Attended and completed the Energy Math Course
*Attended and completed "Electric Utility System Operation" Course
*Filed and won a number of significant disputes (see details below)
Number of disputes filed 1/1/01 - 6/19/01 | 125 | (Approximately, will be able to provide a more accurate number 6/21/01)
Number of Business Days 1/1/01-6/19/01 | 100 | (118 less days off for training, wedding, vacation, illness)
Average # of Disputes filed/Day
$value of [NAME] won | $87.57 Million | (Approximately)
Highlights
Trade Date | Charge Type | MW Disputed | $[NAME] Awarded | Details
2000-12-06 00:00:00 | 401 | 27 | 14250 | ISO did not pay EPMI for  Out of Market deals at MALIN_5_RNDMTN.  Dispute filed and awarded .
2000-12-07 00:00:00 | 401 | 688 | 358660 | The ISO did not acknowledge out of market deals transacted with EPME at SANJOA _1_UNIT.  Worked fervently with Real Time, and ElPaso Merchant as well as Keoni Almeida to resolve the issue. Dispute filed and was eventually awarded.
2000-12-08 00:00:00 | 401 | 376 | 195520 | The ISO did not acknowledge out of market deals transacted with EPME at SANJOA _1_UNIT.  Worked fervently with Real Time, and ElPaso Merchant as well as Keoni Almeida to resolve the issue. Dispute filed and was eventually awarded.
2000-12-08 00:00:00 | 407 | 270.47 | 85051.62 | The ISO did not pay EPMI for cuts to exports at NOB.  Dispute filed and awarded.  Interchange Ids affected included CISO_EPMI_3100 and CISO_EPMI_3200.
2000-12-09 00:00:00 | 401 | 1763 | 896300 | The ISO did not acknowledge 1,763 of out of market deals transacted between [NAME] and ISO Trader [NAME].  Dispute filed and awarded.
3/14/01-3/24/01 | All load affected charge types | 314000 | 86000000 | *Noticed a huge problem with Meter Data submitted to the ISO.  *Notified the appropriate parties. *Assisted in negotiations with the ISO regarding payment of the $93,000,000 March 2001 Preliminary invoice which was based on bogus meter data. This resulted in the ISO agreeing to my estimate and only requiring EPMI to pay $8,000,000 of the $93,000,000 billed.  *EPMI also avoided a loss in interest on $86,000,000 for 20 days (Prelim to Final).  *A dispute was filed, a credit of $79,000,000 was awarded on the Final Invoice resulting in a net payment to the ISO of $6,000,000.
EES Meter Data Issue |  |  |  | Noticed a huge Meter Data problem in Production Month March 2001, notified the appropriate parties and assisted EPMI in avoiding an overpayment on the March Preliminary Invoice based on incorrect meter data. {We were billed approximately $93,000,000 of which EPMI was only required to pay $8,000,000.  The final invoice reflected a net adjustment of ($79,000,000), EPMI's net payable to the ISO was approx. $6,000,000.} EPMI was able to avoid a situation where we would pay the ISO and risk being shortpaid on the Final Invoice.  EPMI was also able to save the interest that would have been lost on $86,000,000 over a 20day period between 5-31-01 and 6-19-01.