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
Service Across Multiple Transmission Systems
A new Coordinated Request (CR)

Must be Preconfirmed

Must set CG Status = PROPOSED
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.
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 “PENDING” hyperlink in the TSR Detail screen to bring up the “Update Coordinated Group”
screen.

Enter information on each of the other requests and/or reservations.
o
DO NOT ENTER information on the DEC CR (in example do not enter info on request #70424910).
o
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.
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 TSR Detail
screen and click the “Customer Update” button at the top of the screen.
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
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 “Update 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
TSR Status
(CR) Disposition
CR_ACCEPTED
FULL
CR_COUNTEROFFER
PARTIAL
WITHDRAWN prior to TP changing status
WITHDRAWN
Any other status
NONE

Set the (CR) Disposition Time equal to the Date and Time the request status was changed.

(CR) Disposition Time auto fills after changing the (CR) Disposition for CRs on another transmission system supported
by OATI.
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.
 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.
 The Response deadline is established by selecting the longest confirmation time limit of any
Coordinated Request in that Coordinated Group as shown in the table below:
Yearly
Firm
PTP
15 days
Monthly Monthly
Year
Month
Month
Firm Non-Firm DNR
DNR Secondary
PTP
PTP
Network Network Network
4 days 24 hours 15 days
4 days 24 hours
Service Across Multiple Transmission Systems
Finalizing the Coordinated Request
 If 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.
 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