Seventy-seven (77) Business Recalculation Statement T + 55B Days from the relevant Trading All statement content Day (T + 77B) No than 10 months from Only Incremental Changes Recalculation Statement T + 9M the relevant Trading Day (T + from Recalculation (T + 194B) 216B) Statement T + 55B Only Incremental Changes from Recalculation No than 19 months from Recalculation Statement T + 18M Statement T + 9M or the relevant Trading Day (T + (T + 383B) immediately preceding 405B) unscheduled Recalculation Statement Only Incremental Changes from Recalculation Seven (7) Calendar Days from Recalculation Statement T + 35M Statement T + 18M or statement publication (T + (T + 737B) immediately preceding 744B) unscheduled Recalculation Statement Recalculation Statement T + 36M Not disputable Not disputable (T + 759B) Twenty-two (22) Business Incremental changes from Recalculation Settlement Days from statement the immediately preceding Statement - unscheduled publication Statement Calculation of the NERC/WECC Information NERC/WECC Metered Statement (effective calendar Sixty (60) days from statement Demand for the calendar year 2013 for NERC/WECC publication year two years prior to the Charge Assessment Year 2014 NERC/WECC Charge forward) Assessment Year. Ten (10) Calendar Days from Only typographical or other NERC/WECC Initial Statement publication of the associated ministerial error Invoice Ten (10) Calendar Days from Only typographical or other NERC/WECC Recalculation publication of the associated ministerial error Invoice 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
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
BPM_for_Settlements_and_Billing_v13.docx