Interchange AccountingóEngineer

Title: Interchange Accounting—Engineer (WORD version ) (Customer Diagram)

Industry: Utilities

Function: Accounting & Finance

Value-Added Results/Weights Performance Standards

Response to company data requests (5%) • Responses are made to company by agreed-upon deadline and the company accepts the response.

Descriptions of installed capacity system (5%) • Customers accept description as complete in all sections.

Peak period maintenance bill (5%) • Bill is produced within 1 month of final outage data being available and companies agree with the results.

Up-to-date installed capacity records (5%) • Data is changed 95%–98% of the time within 24 hours of notice and verified daily.

Installed capacity database design (5%) • Company departments A, B and C say that the design meets their needs.
• The database is part of EMS.

Modified and installed capacity accounting software (5%) • Manual input time is reduced or eliminated.
• Member companies accept the results.

Installed capacity accounting for current planing period (10%) • Monthly bills are produced by 5th working day of month.
• Member companies accept the results.

Installed capacity forecast obligation (15%) • Obligation is produced in accordance with agreed-upon schedule.
• All required supportive data is included.

• Customer accepts final draft and Management Committee approves the obligation.

Customer monthly bill (5%) • Inputs are clear and concise.
• Bill is produced by 4:45 p.m. on the 5th working day of month.

• Member companies accept the results.

Bill revisions and adjustments (5%) • No rebilling occurs.
• Revisions and adjustments are included in the bill within 1 month of report.

Accounting subcommittee minutes (10%) • Minutes are approved without any substantive changes (only grammar/spelling).
• Minutes are distributed within 7 days of meeting.

Up-to-date accounting guidelines (5%) • Accounting committee accepts revised guidelines.
• Guidelines are revised before next bill is issued.

ASC members and attendees who are prepared for meetings (10%) • Agenda is out at least 10 days before meeting and all materials relevant to an agenda item are distributed with the agenda.

Interchange accounting re-engineering transition plan (5%) • Controller, Operating Committee and Management Committee accept the plan.
• The plan completion coincides with the Market Philosophy Steering Committee activity and FERC acceptance of filed agreement changes.

Idea central process (5%) • Responses are made to employee within 5 working days.
• Idea is reviewed by team within 5 working days.

• Manager is satisfied with the increased participation of staff in IA planning.

Interchange Accounting—Engineer

Value-Added Results/Weights	Performance Standards
Response to company data requests (5%)	• Responses are made to company by agreed-upon deadline and the company accepts the response.
Descriptions of installed capacity system (5%)	• Customers accept description as complete in all sections.
Peak period maintenance bill (5%)	• Bill is produced within 1 month of final outage data being available and companies agree with the results.
Up-to-date installed capacity records (5%)	• Data is changed 95%–98% of the time within 24 hours of notice and verified daily.
Installed capacity database design (5%)	• Company departments A, B and C say that the design meets their needs. • The database is part of EMS.
Modified and installed capacity accounting software (5%)	• Manual input time is reduced or eliminated. • Member companies accept the results.
Installed capacity accounting for current planing period (10%)	• Monthly bills are produced by 5th working day of month. • Member companies accept the results.
Installed capacity forecast obligation (15%)	• Obligation is produced in accordance with agreed-upon schedule. • All required supportive data is included. • Customer accepts final draft and Management Committee approves the obligation.
Customer monthly bill (5%)	• Inputs are clear and concise. • Bill is produced by 4:45 p.m. on the 5th working day of month. • Member companies accept the results.
Bill revisions and adjustments (5%)	• No rebilling occurs. • Revisions and adjustments are included in the bill within 1 month of report.
Accounting subcommittee minutes (10%)	• Minutes are approved without any substantive changes (only grammar/spelling). • Minutes are distributed within 7 days of meeting.
Up-to-date accounting guidelines (5%)	• Accounting committee accepts revised guidelines. • Guidelines are revised before next bill is issued.
ASC members and attendees who are prepared for meetings (10%)	• Agenda is out at least 10 days before meeting and all materials relevant to an agenda item are distributed with the agenda.
Interchange accounting re-engineering transition plan (5%)	• Controller, Operating Committee and Management Committee accept the plan. • The plan completion coincides with the Market Philosophy Steering Committee activity and FERC acceptance of filed agreement changes.
Idea central process (5%)	• Responses are made to employee within 5 working days. • Idea is reviewed by team within 5 working days. • Manager is satisfied with the increased participation of staff in IA planning.