ENERGY SALES CONTRACT COMPLIANCE CHECKLIST

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--- CONTRACT INITIATION & NEGOTIATION ---
[ ] Contract Initiation Date
[ ] Summary of Initial Negotiation Points
[ ] Contract Type (e.g., PPA, Wholesale) (Power Purchase Agreement (PPA), Wholesale Agreement, Retail Agreement, Other)
[ ] Initial Contract Term (Years)
[ ] Counterparty Name
[ ] Initial Contract Draft

--- LEGAL & REGULATORY APPROVALS ---
[ ] Application Submission Date
[ ] Regulatory Body Involved (Federal Energy Regulatory Commission (FERC), State Public Utilities Commission, Environmental Protection Agency (EPA), Local Municipality)
[ ] Application Reference/Tracking Number
[ ] Approval/Permit Expiration Date
[ ] Approval Status (Pending, Approved, Rejected, Expired)
[ ] Uploaded Approval Document

--- PRICING & PAYMENT TERMS ---
[ ] Contracted Price per Unit
[ ] Effective Date of Pricing
[ ] Payment Term (Days)
[ ] Payment Method (Wire Transfer, ACH, Check)
[ ] Invoice Amount
[ ] Invoice Due Date
[ ] Late Payment Fee Amount

--- SERVICE LEVEL AGREEMENTS (SLAS) ---
[ ] Uptime Percentage (Target)
[ ] Downtime Duration (Maximum Allowed)
[ ] Last SLA Review Date
[ ] Response Time to Incident (Target)
[ ] SLA Performance Rating (Current) (Exceeds Expectations, Meets Expectations, Needs Improvement, Unacceptable)
[ ] Summary of SLA Breaches (if any)
[ ] Supporting Documentation (e.g., Performance Reports)

--- SUPPLY & DELIVERY ---
[ ] Scheduled Delivery Date
[ ] Scheduled Delivery Time
[ ] Quantity Delivered
[ ] Quantity Short/Over
[ ] Delivery Condition (Excellent, Good, Fair, Poor)
[ ] Delivery Notes/Comments
[ ] Delivery Documentation (e.g., Bill of Lading)
[ ] Delivery Location Verified

--- METERING & REPORTING ---
[ ] Meter Reading - Current Period
[ ] Meter Reading - Previous Period
[ ] Energy Delivered (kWh)
[ ] Invoicing Quantity (kWh)
[ ] Meter Reading Date
[ ] Time of Reading
[ ] Meter Status (Operational, Faulty, Calibration Required)
[ ] Meter Reading Notes (e.g., discrepancies, anomalies)

--- CONTRACT AMENDMENTS & RENEWALS ---
[ ] Original Contract Expiration Date
[ ] Amendment/Renewal Effective Date
[ ] Renewal Term (Years)
[ ] Summary of Contract Amendments
[ ] Amendment/Renewal Document
[ ] Renewal Type (Automatic Renewal, Negotiated Renewal, No Renewal)
[ ] Authorized Signatory (Renewal)

--- COMPLIANCE WITH ENERGY REGULATIONS ---
[ ] Applicable Regulations (e.g., FERC, NERC, State Laws) (FERC Regulations, NERC Standards, State Renewable Portfolio Standards (RPS), Local Environmental Permits, Other (Specify in Long Text))
[ ] Specification of â€˜Otherâ€™ Regulations (If selected above)
[ ] Last Regulatory Compliance Training Completion Date
[ ] Permit Expiration Date (Year)
[ ] Uploaded Regulatory Compliance Documentation (Permits, Certificates)
[ ] Confirmation of Adherence to Current Regulations (Yes, No)

--- CONTRACT PERFORMANCE MONITORING ---
[ ] Energy Delivered (MWh)
[ ] Contracted Price ($/MWh)
[ ] Actual Price Realized ($/MWh)
[ ] Price Deviation from Contract (%)
[ ] Date of Performance Measurement
[ ] Performance Rating (Overall) (Excellent, Good, Average, Needs Improvement, Poor)
[ ] Notes on Performance Deviations & Actions Taken

--- RECORD KEEPING & AUDIT TRAIL ---
[ ] Record Creation Date
[ ] Summary of Key Contract Terms
[ ] Scanned Contract Document
[ ] Contract Value (USD)
[ ] Contract Reference Number
[ ] Last Audit Date
[ ] Audit Comments / Findings

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