Recalculation Statement T + 55B Seventy-seven (77) Business Days from the relevant Trading Day (T + 77B) All statement content Recalculation Statement T + 9M (T + 194B) No than 10 months from the relevant Trading Day (T + 216B) Only Incremental Changes from Recalculation Statement T + 55B Recalculation Statement T + 18M (T + 383B) No than 19 months from the relevant Trading Day (T + 405B) Only Incremental Changes from Recalculation Statement T + 9M or immediately preceding unscheduled Recalculation Statement Recalculation Statement T + 35M (T + 737B) Seven (7) Calendar Days from statement publication (T + 744B) Only Incremental Changes from Recalculation Statement T + 18M or immediately preceding unscheduled Recalculation Statement Recalculation Statement T + 36M (T + 759B) Not disputable Not disputable Recalculation Settlement Statement - unscheduled Twenty-two (22) Business Days from statement publication Incremental changes from the immediately preceding Statement NERC/WECC Information Statement (effective calendar year 2013 for NERC/WECC Charge Assessment Year 2014 forward) Sixty (60) days from statement publication Calculation of the NERC/WECC Metered Demand for the calendar year two years prior to the NERC/WECC Charge Assessment Year. NERC/WECC Initial Statement Ten (10) Calendar Days from publication of the associated Invoice Only typographical or other ministerial error NERC/WECC Recalculation Ten (10) Calendar Days from publication of the associated Invoice Only typographical or other ministerial error As indicated in the table above, Business Associates cannot dispute the amounts on a Recalculation Settlement Statement issued on T + 36M in accordance with the sunset provision specified in CAISO Tariff Section 11.29.8.3.6 4. Common Information Requirements for Disputes There is a common set of required information for every dispute. To evaluate a dispute submitted by a Business Associate, CAISO must be able to identify the item in the Business Associate’s
( CAISOTotalPTBChargeAdjustmentAmount – CAISOTotalPTBAllocationAdjustmentDeltaAmount (mdhif) ) Where CAISOTotalPTBChargeAdjustmentAmount (mdhif) = (- 1) * PTBIntervalDetailTotalChargeAdjustmentAmount B(mdhif) And where CAISOTotalPTBAllocationAdjustmentDeltaAmount (mdhif) = PTBIntervalDetailTotalAllocationAdjustmentDeltaAmount B(mdhif) Where PTBIntervalDetailTotalAllocationAdjustmentDeltaAmount B(mdhif) = PTBAllocationAdjustmentDeltaAmount B(mdhif)J And where IF CAISOTotalPTBUnadjustedAllocationAmount (mdhif) <> 0 THEN ReallocationRatio B(mdhif) = PTBUnadjustedAllocationAmount / CAISOTotalPTBUnadjustedAllocationAmount (mdhi) ELSE ReallocationRatio B(mdhif) = 0 Where CAISOTotalPTBUnadjustedAllocationAmount (mdhif) = PTBUnadjustedAllocationAmount B(mdhif) And where IF
OMARActualOrEstimateMeterFlag = ‘A’ THEN MeterSourceFlag Brtm’F’S’hi = 1 ELSE IF OMARActualOrEstimateMeterFlag Brtm’F’Shi = ‘E’ THEN MeterSourceFlag Brtm’F’S’hi = 2 OR IF PDRMeterFlag Brtm’F’S’hi = ‘A’ THEN PDRMeterSourceFlag Brtm’F’S’hi = 1 ELSE IF PDRMeterFlag Brtm’F’S’hi = ‘E’ THEN PDRMeterSourceFlag Brtm’F’S’hi = 2 Where Resource Type (t) = Generator or (Resource Type (t) = ITIE and Entity Component Type (F’) = Tie Gen) Resource Type (t) = Generator or Tie Gen IF Corresponding meter value for TotalExpectedEnergyForMeterEstimate BrtF’S’hi has not been received from OMAR by T + 48B, THEN OMARInterfaceMeteredQuantity Brtm’F’S’hi = TotalExpectedEnergyForMeterEstimate BrtF’S’hi * (1 - EstimatedMeterAdder t ) Where m’ = 4 AND MeterSourceFlag Brtm’F’S’hi = 3 Where m’ = 4
ELSE OMARInterfaceMeteredQuantity Brtm’F’S’hi = 0 AND MeterSourceFlag Brtm’F’S’hi = 4 Where Resource Type (t) = Generator and Entity Component Type (F’) = PDR) IF Corresponding meter value for PDRMeterFlag BrtF’S’hi has not been received from DRS by T+48B THEN BAResEntityDispatchIntervalPerformanceMeteredQuantity BrtuT’I’Q’M’AA’m’F’R’pPW’QS’d’Nz’VvHn’L’mdhif = TotalExpectedEnergyForMeterEstimate BrtF’S’hi * (1 - EstimatedMeterAdder t ) Where m’ = 4 AND MeterSourceFlag Brtm’F’S’hi = 3 Where m’ = 4 ELSE BAResEntityDispatchIntervalPerformanceMeteredQuantity BrtuT’I’Q’M’AA’m’F’R’pPW’QS’d’Nz’VvHn’L’mdhif = 0 AND MeterSourceFlag Brtm’F’S’hi = 3 Where TotalExpectedEnergyForMeterEstimate BrtF’S’hi =TotalExpectedEnergy BrtF’S’hif Where Resource Type (t) = Load IF Corresponding meter value for SettlementIntervalDALoadScheduleForMeterEstimate BrtF’S’hi has not been received from OMAR,