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

July 8, 2003 COMET FINAL v 1.0

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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


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


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

Competitive Metering Working Group Market Readiness Update to the PUCT Second Quarter 2003.

Documents

Transcript of Competitive Metering Working Group Market Readiness Update to the PUCT Second Quarter 2003.