Download - Competitive Metering Working Group Market Readiness Update to the PUCT Second Quarter 2003
Competitive Metering Working Group
Market Readiness Update to the PUCT
Second Quarter 2003
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CHARTERin regards to competitive meter ownership
as approved by TAC on March 6, 2003
The Competitive Metering Working Group (COMETWG) will develop and recommend the business policies and procedures to implement competitive metering services that will become available to commercial and industrial customers beginning on
January 1, 2004, in the competitive retail electric market in Texas, as proposed under the Public Utility Commission of
Texas (PUCT) Rule 25.311
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Competitive Meter Ownership Deliverables with RMS and TAC Approval
• DRAFT Competitive Metering Ownership Timeline for managing activities related to successful implementation of PUCT Rule 25.311
– April 23, 2003 RMS meeting, RMS approved the draft Competitive Metering Ownership Timeline as presented by the COMET WG, subject to change as necessary
– May 8, 2003 TAC meeting, TAC approved the draft Competitive Metering Ownership Timeline as presented by RMS, subject to change as necessary. Future changes recommended by COMET will first be approved by RMS and then by TAC.
• Standardized Lists of Three-Phase and Single-Phase Meters for Competitive Meter Ownership
– April 23, 2003 RMS meeting, RMS approved the initial Standardized Lists of Three-Phase and Single-Phase Meters as presented by the COMET WG, as a deliverable to the PUCT on April 25, 2003. The Standardized Lists are subject to adding more meters to the list prior to January 1, 2004.
– May 8, 2003 TAC meeting, TAC approved the initial Standardized Lists of Three-Phase and Single-Phase Meters as recommended by the COMET WG as a deliverable to the PUCT on April 25, 2003 and approved by RMS on April 23, 2003. The Standardized Lists are subject to adding more meters to the lists prior to January 1, 2004.
Note: The COMET WG is currently discussing details that may be added to clarify the Standardized Competitive Meter Ownership List.
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Competitive Meter Ownership Deliverables with RMS Approval –pending presentation to TAC
• Competitive Meter Approval Process– May 15, 2003 RMS meeting, RMS approved the Meter Approval
Process presented by the COMET WG, as modified by RMS– Pending presentation to TAC
• Meter Issue Resolution Process– May 15, 2003 RMS meeting, RMS approved the Meter Issue
Resolution Process as presented by the COMET WG– Pending presentation to TAC
• ERCOT Competitive Meter Standards– May 15, 2003 RMS meeting, RMS approved the ERCOT Competitive
Meter Standards as presented by the COMET WG– Pending presentation to TAC
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Competitive Meter Ownership Business Process Flows (work in progress)
• Business process flows have been developed by COMET and are in “draft” status, pending final review and consensus by the working group.
• Finalizing the business process flows will include the development of or verification that requirements needed to support the introduction of Competitive Meter Ownership are in place on January 1, 2004.– Identifying the information flows and data requirements between
Market Participants
– Completion of forms required to transfer data between Market Participants
– Documenting the data transfer method between Market Participants
– Documentation for any required manual processes
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Competitive Meter Ownership Transaction Impacts Identified (work in progress)
• Business requirements have been developed and delivered to TX SET for identified transaction changes necessary to implement Rule 25.311. – TX SET change control # 2003-512
• Provide a mechanism where the TDSP will apply a re-occurring credit on the 810_02 invoice to the CR for meter ownership.
– TX SET change control # 2003-513• Provide a mechanism where the TDSP can identify what
type of entity owns the meter on the 814_20.
– GAP• The conveyance of meter ownership information to “new”
CRs as the result of an enrollment or drop has not been included as an automated transaction. A process will be developed by COMET to address a temporary solution to the identified GAP.
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Competitive Meter Ownership TXSET Version 1.6 Implementation (work in progress)
• Publish TX SET v1.6 Transactions
• The TX SET v1.6 Coordination Team has been formed to implement TX SET version 1.6– Formalize a plan for Market Participant
Readiness– Market Participant system changes
• Complete and finalize TTPT test scripts• TX SET version 1.6 release scheduled for
production implementation by 1/1/04
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Competitive Meter Ownership Meter Review Processes and Standards (work in progress)
• Qualified Meter List Posting– Details to be developed
• Firmware Versions
• Approved Meter Functionality
• Competitive Meter Approval Process– Application Form to be finalized
– Process details to be finalized
• Meter Issue Resolution Process– Resolution Form to be finalized
– Process details to be finalized
• ERCOT Competitive Meter Standards– Details to be developed
• Define standards and testing requirements for meter approval • Develop communication standards• Accuracy, security, programming, data integrity
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Competitive Meter Ownership Protocol Changes and Guides (work in progress)
• Protocol Revisions– Create PRRs to support competitive ownership
– Task Force recommended the addition of the following statement in ERCOT Protocols Section 10 (subject to review by the working group):
• Competitive meter ownership is a subset of TDSP Metered Entities, excluding Generation or NOIE metering points. Competitive meter ownership shall meet all the applicable rules in the ERCOT Protocols, including requirements for TDSP Metered Entities and any other requirements as outlined in the Competitive Metering Guides.
• Competitive Metering Guides (CMG)– Create and document business process requirements
necessary to implement/provide Competitive Meter Ownership
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Competitive Meter Ownership PUCT Meter Credit and Tariff Rulemaking (work in progress)
• PUCT approves TDSP competitive meter ownership credit and implementation guidelines– Can this credit be applied to price to beat customers?
• This affects TDSP System Design requirements
• PUCT approves TDSP competitive meter ownership discretionary tariffs– Meter programming– Meter installation and replacement for competitively
owned meters – Other
• Gap analysis for any other action required by the Commission
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Competitive Meter Ownership Issues to address (work in progress)
• Develop dispute resolution process• Identify potential customer protection
gaps• Identify registration, certification &
testing efforts• Technical issues• Other
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CHARTERin regards to other competitive metering services
as approved by TAC on March 6, 2003
The Competitive Meter Working Group (COMET) will
recommend a market structure and business policies and procedures
necessary to implement other competitive metering services.
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Other Competitive Metering Services
RMS Approval – TAC presentation pending• Developed a high level view of a market structure for the introduction
of the meter service provider functions as future competitive metering services. The provided market structure could be utilized by the Commission as a foundation for the next phase of rulemaking in the introduction of competitive metering services
– June 12, 2003 RMS meeting, RMS approved the future competitive metering services market model (MSP phase) as presented by the COMET WG
• Meter installation, removal, maintenance, testing, and calibration– Pending presentation to TAC
– Pending PUCT rulemaking process
• Market model for competitive metering services for functions surrounding meter reading for the purposes of determining TDSP billing determinants and the submittal of settlement data to ERCOT have been deferred by the COMET WG, per PUCT Staff guidance
– Data Collection and Data Management
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Other Competitive Metering Services Future Issues to Address (work in progress)
• Develop a timeline for implementation of other competitive metering services
• Develop market business processes necessary to implement other competitive metering services
• Identify business requirements for transactional changes necessary to implement proposed market structure and deliver to TX SET
• Create Performance Measures required in new market
• Define process for certification & testing of Service Providers
• Identify Default Metering Services requirements
• Inventory Requirements for TDSPs and Service Providers
• Data requirements
• Define roles and responsibilities for each activity or service grouping identified in the market models
• Develop new definitions as appropriate
COMET Working Group Commission Requested Deliverables
Recommendations as follows
COMET Working Group Presentation to and Approval by RMS 4-23-2003
Approved by TAC 5-8-2003
Recommendations for a Draft Timeline and
Standardized List of Meters
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Event Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Market Draft Rule 25.311 Jan.16
Market Review of Rule
Market Participants Comments
PUCT Workshop / Review Comments
Final Rule Making Project # 26359, April EOM
TDSP File Tariff
RMS COMET Workshops
Timeline Due to PUCT Staff Mar.28
Market Wide List/Standards Apr.25
Market Structure and Timeline May 30
Determine Business Processes Document Business Requirements and Best Practices (Operating Guide)
Develop TX SET recommended GLs
MPs Identify System Impact and write SCR
Recommend Protocol PRR to RMSERCOT and MPs Program based on SCRs involving TTPT Flight 1003
Develop Market Testing Requirements
Market Testing Flight - TTPT
Develop communication Formats (Non-SET)
Implementation ManagementCompetitive Ownership Implemented
Evaluate Results
Adjust Processes for lessons learned
: Joint COMET development activities: Rule Making activities: All MPs activities: Implementation Management: Deliverables
2003 2004
Competitive Metering Ownership Timeline (Draft)
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Meter Type
Meter IDR Demand Register Watt-Hour Register
ABB Alpha+ Must have remote capability No Restrictions No Restrictions
ABB Alpha 3 Must have remote capability No Restrictions No Restrictions
GE KV Must have remote capability Not Available for kVA Demand No Restrictions
GE KV2 Must have remote capability Not Available for kVA Demand No Restrictions
ION 8400 Must have remote capability No Restrictions No Restrictions
ION 8500 Must have remote capability No Restrictions No Restrictions
L&G S4 Must have remote capability No Restrictions No Restrictions
L&G 2510 Must have remote capability No Restrictions No Restrictions
SEI – Sentinel Must have remote capability No Restrictions No Restrictions
SEI – Vectron Must have remote capability No Restrictions No Restrictions
Transdata Mark V Must have remote capability No Restrictions No Restrictions
Standardized List of Three Phase MetersFor Competitive Meter Ownership
***NOTE*** Programming specifications are subject to TDSP requirements; i.e. display sequence, measured quantities, etc.
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Standardized List of Single Phase MetersFor Competitive Meter Ownership
Meter Type Meter IDR Demand Register Watt-Hour Register
ABB – Alpha Must have remote capability No Restrictions No Restrictions
ABB – AB1 Must have remote capability No Restrictions No Restrictions
GE KVS Must have remote capability No Restrictions No Restrictions
GE 170 Must have remote capability No Restrictions No Restrictions
L&G – MX Must have remote capability No Restrictions No Restrictions
L&G – Altimus Must have remote capability No Restrictions No Restrictions
SEI – Centron Must have remote capability No Restrictions No Restrictions
SEI – Vectron Must have remote capability No Restrictions No Restrictions
SEI – Sentinel Must have remote capability No Restrictions No Restrictions
***NOTE*** Programming specifications are subject to TDSP requirements; i.e. display sequence, measured quantities, etc
COMET Working Group Presentation to and Approval by RMS 5-15-2003
Pending Presentation to TAC
Recommendations for
Meter Approval ProcessMeter Issue Resolution Process
Meter Standards
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1. New meter is requested for a specific customer’s location.2. Application is filed by customer and/or the customer’s meter representative
to ERCOT Settlement Metering Group. Document submittals shall include:– Certification of compliance with applicable ANSI standards.– Letter from manufacturer indicating that they will supply free programming
software & adequate training to TDSP within 30 days of receipt of meters.
3. ERCOT reviews the application for completeness, and to determine if information to demonstrate ANSI compliance has been submitted. – If accepted, ERCOT forwards application to TDSP
4. ERCOT notifies the market of submittal.5. TDSPs will test meter using applicable standards and share data with other
TDSP’s and ERCOT. Information will be made available to other Market Participants upon request.
6. ERCOT approves application based on positive recommendation by a minimum of 80% of TDSP’s, otherwise application is rejected.– If approved, meter is added to list.– If rejected, ERCOT will provide TDSP documentation to the applicant of the
specific reason(s) for rejection.
Note: Appeal to PUCT is available for all parties. TDSP’s refers to TDSP’s where competitive metering is available
Competitive Meter Approval Process
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1. TDSP notifies the manufacturer of product issue.
2. If the product issue involves non-compliance with ERCOT approved competitive meter standards, TDSP shall notify ERCOT of the issue and the manufacturer’s response to the issue.
3. ERCOT reviews issue.
4. ERCOT confirms non-compliant product issue.
5. ERCOT sends a notification to all TDSP's, and to the meter manufacturer, if issue is confirmed.
6. Manufacturer must resolve issue with TDSP's and ERCOT, during which time further meter installations may be placed on hold. If resolved, remove meter from hold status, and Meter Issue Resolution Process is complete.
7. If not resolved, ERCOT creates de-certification form based on unanimous recommendation from TDSP’s.
8. ERCOT removes meter from ERCOT approved competitive meter list.
Note: Appeal to PUCT is available for all parties. TDSP’s refers to TDSP’s where competitive metering is available
Meter Issue Resolution Process
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• Meter functionality shall meet the latest revision of ANSI standards as approved by ERCOT. All meters shall meet C12.10 and either C12.1 or C12.20, without exceptions.
• Meters shall have a minimum of three password levels: a) Programming, b) Read only, demand reset, and time syncing, c) Read only
• Meets firmware functionality as defined by ERCOT and as documented by manufacturer.
• Meets TDSP billing determinate requirements • Conforms to TDSP meter reading/operating/billing
systems
Note: TDSP’s refers to TDSP’s where competitive metering is available
ERCOT Competitive Meter Standards
COMET Working Group Presentation to and Approval by RMS 6-12-2003
Future Metering Services:
Market Recommendation for the Introduction of Meter
Service Providers
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CONTENTS:
COMET Working Group Recommendations
FUTURE COMPETITIVE METERING SERVICES (MSP Phase):– General Description
– Market Characteristics
– Sequence of Events
– Process Flow diagrams
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Competitive Metering Services
• Ownership
• Installation & Removal
• Maintenance• Programming,
including billing determinants
• Testing & Calibration
• Data Collection• Data Management• Other Activities
Phase 1January 1, 2004
Competitive Ownership
Phase 2Date TBD
Meter Service Provider (MSP)
Phase 3Future Consideration
Additional Market Participants(may overlap with other phases)
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New Market Participant:
“METER SERVICES PROVIDER”
MSP a. Installation & Removal
b. Maintenance
c. Programming, including billing determinants
d. Testing & Calibration
MSP must provide ALL of the above services for a competitively-owned meter to which it is contracted.
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Market Characteristics:
• Customer choice of competitive metering services remains optional
• MSPs will not be required to offer services in all TDSP territories
• MSPs will not be required to support all meters on the statewide list
• TDSPs will continue to offer advanced metering services per PUCT-approved tariffs, including new installations
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PUCT Rule: All competitively owned meters
must be contracted to an
MSP
Competitive Metering Services -- MSP Phase
Jan. 1, 2004
MSP eligible to enter the Market
Competitive MSP market
exists
•Completion of MSP rule writing process•Protocol revisions•System changes•Operating Guides development•Certification and qualification of new market entrants (MSP)
TDSP continues to provide metering services for competitively-owned meters in its service territory if customer does not choose to acquire services from an MSP
• TDSP metering services shall be limited to competitive meter types installed in the TDSP service territory at the time of transition (“Transition List”), including new installations of those meter types
• Competitive meter owners who select a meter not on the Transition List for that specific TDSP service area must acquire MSP services for that meter
Transition Period
Owners of competitive meters may
acquire meter services from an
MSP
Preparation Period
TDSP provides all meter services
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Market Characteristics:
• TDSPs are the only entities that can connect or disconnect service
• TDSPs retain responsibility for instrument transformers (CTs, VTs) and associated wiring and socket
• MSP services must be coordinated with the REP/CR
• REP/CR must notify TDSP prior to competitive meter installation
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Meter Programming:
• A single entity (either the MSP or the TDSP) will possess the necessary password to program a meter for billing determinants
• Only the MSP or TDSP may program a meter for billing determinants
• A third party authorized by the meter owner may reprogram meters for data unrelated to billing as long as proper security protection is assured, based on future COMET recommendations
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Market Safeguards:• TDSPs may provide emergency services
on any meter in order to restore service or remedy unsafe conditions
• Market participants will communicate issues related to meter malfunctions or inaccuracy to the responsible party
• Substation access is determined by rules and policies of the substation owner
• A service provider selection process needs to be developed for situations when MSPs leave the market
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Certification & Compliance of MSPs:
• MSPs must be certified to perform competitive metering services in Texas
• PUCT is the recommended entity to serve as Certification and Compliance Agent (including financial requirements)
• ERCOT may provide technical qualification assistance
• Draft of recommended standards has been developed based on the NAESB Uniform Business Practices manual, and other states’ efforts
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Key Terms and Definitions:
• Market does not currently have adequate definitions for numerous terms related to competitive metering services
– COMET WG is developing draft recommendations for standard market terms and definitions
– PUCT is urged to include appropriate new definitions in future rulemakings
COMET WG Future Market Model
TDSP
ERCOT
Customer or Customer
Approved Third Party
CR MSP
Exchange of Meter Level Information (e.g., meter read-in/out) - new
Meter Service Provider Notification – new
Enrollment request processing for move in, move out and switch requestsWith MSP indicator flag added - new
Service order completion initiated from MSP submittal of meter level information - new
Enrollment request processing for move in, move out and switch requestsWith MSP indicator flag added - new
Business Relationship
New Information Flow
Existing Information Flow