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Resale Recommendation

This document summarizes the business practices drafted by the NAESB OASIS 1A Subcommittee, chaired by Wendy Weathers, during the ESS meeting in May 2005. It addresses the sale or assignment of transmission service and includes two request types: Resales (selling scheduling rights) and Transfers (selling all rights). Key points cover service attributes, reseller responsibilities, call-back rights, renewal rights, and transfer conditions. The guidelines aim to streamline the resale and transfer processes while maintaining compliance with tariffs.

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Resale Recommendation

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  1. Resale Recommendation NAESB OASIS 1A Subcommittee Wendy Weathers, Chair ESS Meeting May 2005

  2. Summary of Business Practice • Subcommittee drafted business practice in response to R04006-D to address Section 23 of Pro Forma Tariff (Sale or Assignment of Transmission Service) • S&CP Changes will be the next step • Business practice creates two Request types: • Resales: Sell Scheduling Rights • Transfers: Sell All Rights 5/11/05

  3. Resale 5/11/05

  4. TP Reseller Assignee Assignee Resale $ Deal On OASIS On OASIS Schedule Reseller is also called an FOTC (Financially Obligated Transmission Customer) 5/11/05

  5. Service Attribute Review • Type (PTP, Network) • Increment (Yearly, Monthly, Weekly, Daily, Hourly) • Class (Firm, Non-Firm) • Window (fixed, sliding, extended) 5/11/05

  6. Reseller Assignee Resale PTP Monthly Non-Firm 6/1/05 –7/1/05 PTP Monthly Non-Firm 6/7/05 –6/8/05 A resale will keep the attributes of the reservation being resold 5/11/05

  7. Resv. 1 Resv. 2 Resv. 3 Resv. 4 Resale Reseller Assignee Yearly Firm PTP Daily Non-Firm Monthly Firm Daily Non-Firm Multiple reservations, IF combined into one resale, will take the service attributes of the lowest priority, shortest duration reservation 5/11/05

  8. Resale Redirect • The Assignee may Redirect if allowed under the TP’s Tariff • The Assignee is responsible to the TP for any increase in charges • The Assignee will receive any credit due for any decrease in charges • The TP may require the Assignee to sign a Service Agreement 5/11/05

  9. Resale Renewal Rights • The Assignee does not receive Renewal (Rollover) rights with a Resale. 5/11/05

  10. Resale Call-Back • Upon mutual agreement, the Reseller may have the right to Call-Back a Resale • This provision must be in writing • The Resale must be designated as subject to Call-back on OASIS • A reservation subject to Call-back may not be Redirected or Resold 5/11/05

  11. Transfer 5/11/05

  12. TP Reseller Assignee Assignee Transfer $ Deal On OASIS Approval On OASIS Approval $ Schedule Reseller is also called an FOTC (Financially Obligated Transmission Customer). After the transfer is complete, the Assignee becomes the FOTC. 5/11/05

  13. Transfer 2006 2005 Reseller Transfer 1 Transfer 2 OK Transfer 3 Not OK Transfer 4 Transfers may be in Yearly or Monthly increments only. Renewal rights, if any exist, would transfer with Resale 2 but not Resale 1 5/11/05

  14. Next Steps • Discuss • Can ok ‘as is’ or make changes • Complete S&CP Changes • Post for comment or send to Executive Committee 5/11/05

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