There is a common set of required information for every dispute. To evaluate a dispute submitted by a SC, the ISO must be able to identify the item in the SC’s statement the SC does not agree with, and must be able to understand the SC’s reasons for the dispute. Therefore, if a Scheduling Coordinator disputes any charge type, it must first identify the following information in the SDS dispute ticket:
Trade Date
Trade Hour(s)
Statement (type) Disputed
Settlement Category and Charge Type
Settlement Statement Date
Dispute Type (see Online SDS Guide)
Detailed Description completed with the a) Reason for the dispute, b) Specific Charge Type Calculation Component Disputed, c) SC calculated BQ and/or Price, and d) Explanation and/or example of how the suggested correction was derived and what data elements were used in the equation
Evidence in support of the SC’s suggested correction (typically submitted as an attachment to the SDS ticket)
Some of the information/data expected in the Detailed Description field may be presented as an attachment to the SDS ticket. However, the Detailed Description field of the SDS ticket should always clearly state a summary of the disputed issue even if the supporting information and calculations are attached to the dispute.
Charge Type Specific Dispute Information Requirements
The type of information required in a particular Settlement dispute varies depending on the nature of the dispute and the charge type disputed. The below documents provide specific information on the type of information that needs to be provided by Charge Type category. Each document is written to help SCs understand the various charge types and equations so they can submit specific and well thought out disputes, and to specify what additional pieces of information SCs need to provide to ensure the dispute complies with Settlement and Billing Protocol Section 4.3.2. Please note that not all charge types are currently covered in this Guide. For more information on charge types not captured, please refer to the Settlements Guide document and/or the ISO Settlement Charge Matrix posted on the ISO Website.
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