1. Service Across Multiple Transmission Systems
This presentation shows the steps that a Customer must take on OASIS to establish and coordinate requests on multiple transmission systems.
The following slides show how to
Submit a Coordinated Request (CR)
Document the other requests in the Coordinated Group (CG)
Attest that all of the Coordinated Group information meets the NAESB requirements
Update the status of other CRs in the CG
Approve, Adjust or Withdraw the CR

2. Service Across Multiple Transmission Systems
PTP
Service Across Multiple Transmission Systems
A new Coordinated Request (CR)
Must be Preconfirmed
Must set CG Status = PROPOSED

3. Service Across Multiple Transmission Systems
Secondary
A new Coordinated Request (CR)
Must be Preconfirmed
Must set CG Status = PROPOSED

4. Service Across Multiple Transmission Systems
DNR
A new Coordinated Request (CR)
Must be Preconfirmed
Must set CG Status = PROPOSED
Must right click to add Auxiliary Transmission. Complete CR Provider, CR AssignRef, CR ServiceIncrement, CR TSClass, CR TSType, CR Disposition

5. Service Across Multiple Transmission Systems
PTP
Service Across Multiple Transmission Systems
After the CR is submitted, the TSR Detail screen will show:
The CG Status will display the “PROPOSED” hyperlink
The CG Deadline will be the Queue Time + 24 hours.

6. Service Across Multiple Transmission Systems
Secondary
After the CR is submitted, the Secondary Detail screen will show:
The CG Status will display the “PROPOSED” hyperlink
The CG Deadline will be the Queue Time + 24 hours.

7. Service Across Multiple Transmission Systems
DNR
After the CR is submitted, the DNR Detail screen will show:
The CG Status will display the “PROPOSED” hyperlink
The CG Deadline will be the Queue Time + 24 hours.

8. Service Across Multiple Transmission Systems
PTP
Service Across Multiple Transmission Systems
Before the 24-hour deadline, the Customer must enter on OASIS the information about all of the Coordinated Requests and/or Reservations in the Coordinated Group (CG) that are made on other Transmission systems.
Click on the “PROPOSED” hyperlink in the TSR Detail screen to bring up the “New Coordinated Group” screen.
Enter information on each of the other requests and/or reservations.
DO NOT ENTER information on the DEC CR (in example do not enter info on request # ).
For Each CR or reservation, enter the following information:
Transmission Provider, CR Disposition, CR Assignment Ref, CR Increment, CR TS Type.
A popup list of Assignment Refs is available for CRs or reservations that are on another transmission system supported by OATI. When available, much of the information is filled in when the Assignment Ref is selected. Be sure to check that all required information is provided.
NITS info will/may have to be entered manually into PTP Coordinated Groups.

9. Service Across Multiple Transmission Systems
Secondary and DNR
Before the 24-hour deadline, the Customer must enter on OASIS the information about all of the Coordinated Requests and/or Reservations in the Coordinated Group (CG) that are made on other Transmission systems.
Click on the button in the Secondary Detail screen, then right click and add “Auxiliary Transmission” template.
Enter information on each of the other requests and/or reservations.
DO NOT ENTER information on the DEC CR.
For Each CR or reservation, enter the following information:
CR Primary Provider, CR Assignment Ref, CR Service Increment, CR TS Class, CR TS Type, CR Disposition.
A popup list of Assignment Refs is available for CRs or reservations that are on another transmission system supported by OATI. When available, much of the information is filled in when the Assignment Ref is selected. Be sure to check that all required information is provided.

10. Service Across Multiple Transmission Systems
PTP
Service Across Multiple Transmission Systems
After providing the information on all the requests and reservations in the Coordinated Group in the “New Coordinated Group” screen, the Customer must attest that all of the Coordinated Group information meets the NAESB requirements. If the attestation is not done by the CG Deadline, the status of the CR will be set to INVALID.
To begin this process, open the TSR Detail screen and click the “Customer Update” button at the top of the screen.

11. Service Across Multiple Transmission Systems
Secondary
After providing the information on all the requests and reservations in the Coordinated Group in the “Update Coordinated Group” screen, the Customer must attest that all of the Coordinated Group information meets the NAESB requirements. If the attestation is not done by the CG Deadline, the status of the CR will be set to INVALID.
To begin this process, open the Secondary Detail screen and click the button at the top of the screen.

12. Service Across Multiple Transmission Systems
DNR
Service Across Multiple Transmission Systems
After providing the information on all the requests and reservations in the Coordinated Group in the “Update Coordinated Group” screen, the Customer must attest that all of the Coordinated Group information meets the NAESB requirements. If the attestation is not done by the CG Deadline, the status of the CR will be set to INVALID.
To begin this process, open the DNR Detail screen and click the button at the top of the screen.

13. Service Across Multiple Transmission Systems
PTP
Service Across Multiple Transmission Systems
To attest that all of the Coordinated Group information meets the NAESB requirements
Change the CG Status to “ATTESTED”
Click on the Submit Changes button at the top of the screen

14. Service Across Multiple Transmission Systems
Secondary
Service Across Multiple Transmission Systems
To attest that all of the Coordinated Group information meets the NAESB requirements
Change the CG Status to “ATTESTED”
Click on the Submit Changes button at the top of the screen

15. Service Across Multiple Transmission Systems
DNR
Service Across Multiple Transmission Systems
To attest that all of the Coordinated Group information meets the NAESB requirements
Change the CG Status to “ATTESTED”
Click on the Submit Changes button at the top of the screen

16. Service Across Multiple Transmission Systems
PTP
Service Across Multiple Transmission Systems
The Customer must monitor the status of each Coordinated Request on other transmission systems and update the information in the “New Coordinated Group” screen.
Click on the “ATTESTED” hyperlink in the TSR Detail screen to bring up the “Update Coordinated Group” screen.
Set the (CR) Disposition
Set the (CR) Disposition Time equal to the Date and Time the request status was changed.
TSR Status
(CR) Disposition
CR_ACCEPTED
FULL
CR_COUNTEROFFER
PARTIAL
WITHDRAWN prior to TP changing status
WITHDRAWN
Any other status
NONE

17. Service Across Multiple Transmission Systems
Secondary and DNR
The Customer must monitor the status of each Coordinated Request on other transmission systems and update the information in the “Auxiliary Transmission” template.
Click on the “Assignment Ref” hyperlink in the TSR Detail screen to bring up the “AddNITSDNR Details” screen.
Click the button.
Set the (CR) Disposition
Set the (CR) Disposition Time equal to the Date and Time the request status was changed.
Disposition Time auto fills for CRs on another transmission system supported by OATI for PTP.
TSR Status
(CR) Disposition
CR_ACCEPTED
FULL
CR_COUNTEROFFER
PARTIAL
WITHDRAWN prior to TP changing status
WITHDRAWN
Any other status
NONE

18. Service Across Multiple Transmission Systems
Finalizing the Coordinated Request
The Customer may confirm a CR that has a status of CR_ACCEPTED or CR_COUNTEROFFER at any time. Once the Customer sets the status to CONFIRMED no further action will be available to modify capacity.
The Customer may withdraw a CR that has a status of CR_COUNTEROFFER at any time. Once the Customer sets the status to WITHDARAWN no further action will be available to modify capacity.
The Customer may wait to finalize the status of the CR until all the CRs in the CG have been acted on by their respective Transmission Providers.

19. Service Across Multiple Transmission Systems
Finalizing the Coordinated Request
When all Transmission Providers have responded to the CRs and all (CR) Dispositions have been changed from PENDING in the “Update Coordinated Group” screen a Response deadline will be calculated and posted on the CR on the Duke system.
If any or all of the CRs in the CG were accepted in full as requested, the Customer is to change the status of the CR on the Duke system to CONFIRMED. If the status in not changed by the Response deadline, OASIS will change the status to CONFIRMED.
If any of the CRs in the CG were not accepted in full as requested, the Customer has the option to lower the capacity granted by Duke.
If Duke set the status to CR_ACCEPTED, the Customer may change the status to CONFIRMED, REBID or WITHDRAWN. All rebids to lower capacity will be approved by Duke.
If Duke set the status to CR_COUNTEROFFER, the Customer may change the status to CONFIRMED, REBID or WITHDRAWN. All rebids to lower capacity will be approved by Duke.
If the Customer fails to respond by the Response deadline OASIS will take the following actions:
Change the status to CONFIRMED for a CR with the status of CR_ACCEPTED
Change the status to RETRACTED for a CR with the status of CR_COUNTEROFFER