Shadow Settlement Instruction Guides

Find detailed guides that (1) describe ERCOT's load aggregation process; and (2) demonstrate how a market participant can shadow settle (i.e., validate) the generation and non-opt-in entity aggregation processes.

Allocation of Unaccounted For Energy
Guide to the process of adjusting load to account for unaccounted for energy (UFE)
(05/20/04, .xls, 127.5 KB)
Application of Distribution and Transmission Losses
Guide to the process of adjusting load to account for distribution and transmission losses
(03/08/04, .xls, 101.5 KB)
Application of Profiles to Create LSEGUNADJ Cuts
Guide to the process of converting non-interval-data-recorder (non-IDR) electric service identifier (ESI) ID monthly read data into 15-minute interval data for settlement purposes
(03/21/06, .xls, 53.5 KB)
Generation Site Verification Guide
Guide to the process of calculating unit-level generation and generation site load for settlement purposes
(03/16/06, .xls, 113.5 KB)
Non-Opt In Entity Verification Guide
Guide to the process of calculating non-opt-in entity (NOIE) load for settlement purposes
(03/16/06, .xls, 791 KB)
Transmission Loss Factor Calculation Guide
Guide to the process of calculating Transmission Loss Factors
(01/21/08, .xls, 41.5 KB)