Draft Recommendation Overview 2018 API 3e Draft Recommendation Overview 6/17/2018

2018 API 3e Draft Recommendation The document is in the NAESB Recommendation format Summary - new WEQ-000 – changed from last meeting WEQ-001- changed from last meeting WEQ-002- new WEQ-003 - new WEQ-013 - new 6/17/2018

2018 API 3e Draft Recommendation WEQ-000 and WEQ-001 standards reviewed last meeting have been modified Separate document shows markup of changes Revised definition of Managed Encumbrance to make it more concise Edited for consistency and clarity Expanded to more clearly address any distinctions between treatment of PTP and DNR reservations that are encumbered 6/17/2018

2018 API 3e Draft Recommendation WEQ-002 3 new templates encumbrance shows the current profile of a Managed Encumbrance encumbrancerequest is used to request or update a Managed Encumbrance encumbrancestatus is used to display the status of a request to establish a Managed Encumbrance 6/17/2018

2018 API 3e Draft Recommendation WEQ-002 continued Added encumbrancestatusaudit to the audit log standards (WEQ-002-4.3.11) Changed the IMPLEMENTATION PLAN (WEQ-002-6 AND 002-6.1) 6/17/2018

2018 API 3e Draft Recommendation New and revised Data Elements in WEQ-003 Modified: ASSIGNMENT_REF, IMPACTING_REF, PRIMARY_PROVIDER_APPROVAL, REDUCTION_TYPE New Data Elements: ENCUMBERED_CAPACITY, ENCUMBERED_REF, ENCUMBERED_RESOURCE, ENCUMBERED_START_TIME, ENCUMBERED_STOP_TIME, ENCUMBRANCE_REF, PSEUDO_TIE_ID 6/17/2018

2018 API 3e Draft Recommendation WEQ-013 Created a new section called Managed Encumbrance (ME) Provides information about requesting, modifying and approving requests Provides information about viewing the Managed Encumbrances 6/17/2018