When researching IMS ticket 00227737, the current settlement process associated with FERC resolved the dispute. The issue being resolved is the settlement system does not assess FERC Fee on statements executed after T+70B, and this clarification will align initial with recalculation statements. This impacts CC 4575 by updating Business Rule 4.1 to also exclude; Yearly FERC Fee Over-Under Recovery and FERC Fee Settlement charge codes (525, 550, 551) from triggering 4575. Also an update for a variable name to align with existing design template naming conventions.
This is retroactive to 4/1/2009 as it is a documentation only clarification, and is anticipated by 11/31/2021.