eTariff Filing Tip: Automerging Filings

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Renee
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eTariff Filing Tip: Automerging Filings

This is a reminder about an automerge feature that exists in the eTariff Software. 

Systrends eTariff software now behaves just as FERC rules on what version of a tariff record is set as "EFFECTIVE" (or that is listed in the master tariff)

The First Rule: It all based on the effective date you set for the tariff record. The version with the most current effective date is the one that will be set as effective with FERC

The Second Rule: If you have a tariff record that has been submitted multiple times with the SAME effective date - the one that will be effective (or merged to be listed on top in the master tariff) is the one with the higher priority order number. Which is why that field should be increased if you are submitting a corrected tariff record with the SAME effective date as last time it was filed. If you do not increase or inadvertently decrease it, the previous one will still be set as effective with FERC and listed on top in the master tariff.

What this means:

1.  If you do an automerge and the queue says complete, but when you go to the master tariff and it doesn't show up, then that means the version currently in the master tariff either has a newer effective date or if its the same date you just merged the one you just merged has a lower priority order. And if you go to FERC viewer you will see FERC will have the previous version as effective and the newest version as superceded. It will need to be corrected with another filing

2. if you create a filing with a retroactive effective date, it will not over-ride what is currently in the master tariff (or what is effective with FERC). It will be listed as superseded with FERC. However you should still merge it just for the historical purposes. But note effective dates older than the one that is currently effective will NOT take effect at FERC (or in Systrends). It will be listed as this is how the tariff language was written as of that older date

3. If you need a retroactive date to be "effective" insert the record into the filing twice with the changes to the language that you need and list one with the past date (retroactive date) and the current date (or later date) so that the language will be in there as of the retroactive date you wanted. This applied to some who had to file Order 864 Compliance filings that needed a date of January 2020 but already had an effective date later than that. (Just be sure the language includes the changes for the later effective date as well.

4. a PRO to having this type of automerge feature is that you can merge filings in any order and know that the one that needs to be listed (based on effective date and priority order) will be the one on top in the master tariff. This was a big issue when the automerge did not merge based on effective date and priority order. Many times Master Tariff ended up with incorrect sections on top because when a merge was done on an older filing that was missed or there were several filings that needed to be merged at once (with a few containing the same section) the wrong version very easily ended up in the master tariff because the filings were not merged in the exact order. Older filings used to overwrite newer version. It merged everything you told it to and put that one on top. Now it checks the dates and priority to determine. Which is also a good backup validation - mainly if Systrends merge didn't put the latest record you wanted on top - good chance FERC has the older version of your tariff record set as effective also.

contact Renee.Feeney@systrends.com if you have any questions.

NOTE: you can only merge a filing that has a status of Accepted (or partially accepted). The automerge link actually doesn't appear until the filing status is set to at least partially accepted.