The position is responsible for the settlement validation and allocation of costs and revenues derived from transactions of wholesale energy products (e.g., power, capacity, natural gas, transmission) necessary to support the Member Pool, NCPA's Scheduling Coordinator activities, Member participation in the California, Western, and Federal electricity markets, and NCPA Power Management’s Service Customers. Works primarily with Oracle relational database to perform ad hoc queries from large datasets that are summarized and extracted to spreadsheets in addition to other various computer applications used for data retrieval, analysis, data validation and reporting. Follow and develop detailed processes and procedures. Ensure correction of any variances and the accurate resettlement of energy charges while maintaining detailed records and meeting performance metrics. Incumbents initially perform a limited number of specific tasks with instruction or close supervision until experience is gained in the technical aspects of the work. As experience is gained, greater independence of action is exercised and less detailed supervision is received.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
- Run reports to identify and perform analytical research to determine cause of settlements variances for the NCPA Pool, California Independent System Operator (“CAISO”), Western Area Power Administration, NCPA Energy Service Providers (“ESP”), and others.
- Resolve variances within the guidelines provided by the Power Settlements Supervisor (e.g., informal troubleshooting with balancing authority or other counterparty staff, submission of formal disputes, internal inquiries to front office or information services staff).
- Learn and apply continued knowledge growth to work duties, where applicable, with respect to evolving wholesale power industry policies, tariffs, business rules, and procedures.
- Validate load and generator meter data received from CAISO or meter management provider with independent data sources. Validate recorder IDs derived from meters and schedules and then reported to the balancing authority.
- Validate monthly natural gas and pipeline capacity and transportation bills and invoices associated with thermal generating facilities.
- Perform time sensitive monthly third-party check out process with counter-parties and validate broker account invoices. Verify transactions in accordance with Risk Management Committee policy and procedures.
- Acquire relevant power generation and purchase/sales transaction data for processing participants’ monthly Pool allocation portion of the All Resources Power Bill. Task includes preparation of monthly All Resources Bill for forward month estimates and prior period true-up
- adjustments and allocations. Perform annual rerun of the Pool settlements for the participant’s annual budget.
- Validate daily and reconcile monthly ISO settlement statements and invoices for multiple Schedule Coordinator IDs within defined timelines.
- Meet or exceed settlement dispute targets. Allocate daily and monthly ISO charges and credits to NCPA ESP clients and Pool Members.
- Track GHG (Greenhouse Gas) obligations for thermal resources and energy imported into California.
- Assist with testing and implementation of new market initiatives and/or customers/Scheduling Coordination accounts (e.g., ISO, Western, Energy Imbalance Market (“EIM”), Community Choice Energy/Aggregators (“CCE”).
- Track and validate Renewable Energy Credits. Serve as NCPA’s Qualified Reporting Entity representative to Western Renewable Energy Generation Information System (“WREGIS”) or its successor.
- Provide regular feedback to Power Management and Generation Services regarding settlement outcomes.
- Reports for work on time and maintains satisfactory attendance in accordance with Agency policy. Ensures work responsibilities are covered when absent. Arrives to meetings and appointments on time.
Competencies
To perform the job successfully, an individual should demonstrate the following competencies:
Analytical – Synthesizes complex or diverse information; Collects and researches large data sets.
Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully.
Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; shares expertise with others. Demonstrates attention to detail
Interpersonal Skills - Focuses on solving conflict, not blaming; Listens to others without interrupting; Remains open to others' ideas and tries new things.
Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Participates in meetings.
Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Presents numerical data effectively.
Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Supports everyone's efforts to succeed.
Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Completes tasks on time or notifies appropriate person with an alternate plan.
Initiative - Volunteers readily; Asks for and offers help when needed.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Bachelor's degree (B. A.) from a four-year college or university with emphasis on quantitative analysis plus four years of experience as Power Settlements Analyst I; or equivalent combination of education and experience.
Computer Skills
To perform this job successfully, an individual should have knowledge of Internet software; spreadsheet software, word processing software, and e-mail skills using Windows/Microsoft based applications. An individual must be able to retrieve detailed records and summary level data from NCPA’s Oracle database systems through the use of Structured Query Language (“SQL”) statements in proprietary software (e.g., SAS, Toad, SQL Developer, Oracle Database Connection (“ODBC”)) and process through proprietary or in-house software applications (e.g., SAS, Visual Basic for Applications (“VBA”), spreadsheets).
Language Skills
Ability to read, analyze, and interpret CAISO tariff, NCPA operating agreements and contracts, standard industry purchase power agreements, technical procedures and governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Reasoning Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Mathematical Skills
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra, geometry and statistics. Ability to analyze and interpret settlements formulas expressed in summation notation.
Certificates, Licenses, Registrations
Valid California Driver's License and Insurance
Supervisory Responsibilities
This job has no supervisory responsibilities.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit six to eight hours at a computer; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk; balance and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
EOE