Meter Data

February 2016

Version 4.0

Agenda

Meter Data

• Submit Meter Data

• Meter Agent Reports

• Market Participant Reports

• Common Questions/Errors

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Submit Meter Data

• Actual meter values should be submitted in either 5-minute or hourly intervals as indicated by commercial model registration per each MDSL (Generation, Load, and Interchange)

• Settlement Meter Data reported must exclude transmission losses (few exceptions)

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5-Minute Intervals

Hourly Intervals

Submit Meter Data (cont’d.)• MA’s submit Meter Data in MWh via an Application

Programming Interface (API) or Portal within “Open” Meter Data Submittal window:

– Initial: OD+1 through OD+4 by noon, unless Saturday or Sunday, then due Friday

– Final: OD+30 through OD+44 by noon, unless Saturday or Sunday, then due by Friday

• Both 5-minute and hourly data may be submitted in same file for a single Operating Day (OD) for different MDSLs. Portal allows for zipped files (API does not)

• Interchange data is submitted hourly (Currently).

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Submit Meter Data (cont’d.)

• If submitted after closing of initial window, file processed upon re-opening of window for Final Settlement. Submittal after Final Settlement window closes will require a Dispute to be created.

• After file submitted, MA receives response from SPP indicating status of submission.

If MA determines resubmittal is required, should follow same process as original submittal.

– SPP will use latest date/timestamp.

– All submittal or resubmittals must be for the entire Operating Day (no empty requests/null intervals)

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Submit Meter Data (cont’d.)

Meter Data Formatting Standards:

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Megawatt-hour (MWh) is standard unit of measurement.

SPP expects all incoming datato be in XML format.

Negative [-] values indicate net injection

Positive [+] valuesindicate net withdrawal

Metered data shall be entered, modified, and retrieved solely via

XML format.

Submit Meter Data – Input Validation

• Must be for a valid operating day that has ended

• Meter Location must be valid and the meter agent must have proper certificate.

• Meter Location registration must match hourly/5-minute submittal data type.

• IntervalEnding values date and time with correct offset: <IntervalEnding>2011-04-01T01:00:00-05:00</IntervalEnding>

*If any input validations fail submitter will receive error message

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What are the API Messages on meter submittal…

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Submit before OD+1 – Message Returned: 1010|Submitted Operating Day Has Not Ended: 2014-09-01

– Status: FAILED

Submit during Initial Window (Typically OD+1 – OD+4 noon except Sat/Sun Close is due on Friday noon)

– Message Returned: No Message

– Status: PROCESSED

Submit between Initial and Final Window (Typically OD+4 Noon – OD+30). These files will automatically process when the Final Window opens.

– Message Returned: The meter data file was submitted between the initial and final windows. The meter data file will not be processed until the final window opens

– Status: PENDING

Submit during Final Window (Typically OD+30 noon – OD+44 noon except Sat/Sun Close is due on Friday noon)

– Message Returned: No Message

– Status: PROCESSED

Submit after Final Window (Typically After OD+44). These files will require a dispute to be filed with SPP to process.

– Message Returned: The meter data file was submitted during a closed window. The meter data file will not be used unless a re-settlement occurs for the applicable operating date

– Status: PENDING

Any submittal that fails validation:– Status: FAILED

– Message: the message will provide details on the reason the submittal failed

Market Participant Behavior Risks

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Meter Data Submission Accuracy

– Behavior Description: Market Participants are submitting poor

quality Meter Data – This includes failing to submit any MDSL (Gen, Load, or Interchange) and defaulting to State Estimator.

– Behavior Results: Impacts of poor quality/inaccurate Meter Data:

Directly impacts the MP's Load and Gen related Settlement charges (Asset Energy, Make Whole Payments, Operating Reserve Payments). Indirectly impacts market wide uplift and Revenue Neutrality charges. Over Collected Losses charge is particularly impacted by high Meter Data Calibration due to the shifting of MWs between Load and Gen Settlement Locations inherent in the Calibration MWs. High Meter Data Calibration will affect ALL MP’s in that Settlement Area.

Market Participant Behavior Risks

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Meter Data Submission Timeliness

– Behavior Description: Market Participants are submitting poor

quality Meter Data for Initial Settlement Statement – This includes failing to submit any MDSL (Gen, Load, or Interchange) and defaulting to State Estimator.

– Behavior Results: Incomplete and inaccurate meter submitted for

the Initial Settlement Statement can impact the following:

Initial Settlement Statement can be more difficult to shadow – Unexpected charges and deviations due to meter data not matching dispatch.

High calibration charges across ALL MP’s LOADS in the SA.

Large swings in money between Initial and Final.

More Resettlements which impacts the entire SPP market.

Market Participant Behavior Risks

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Meter Data Submission Accuracy

– Risk Mitigation: Poor quality Meter Data can attribute to many issues within the Integrated Marketplace. Asset owners need to recognize it and validate for themselves that they are submitting quality Meter Data.

What is quality Meter Data: –

– First, accurate representation of the real MWs submitted during initial meter window. produced/consumed/imported/exported.

– Second, correctly signed (+/-) Gen, Load and Tie-line data. Tie-line data in particular must be signed to correctly represent the flow on the given Tie Line location.

» Import (-) or Export (+)

» Gen (-) or Load (+)

– Third, low to zero MWhs of Calibration. Calibration is used to adjust the Load SL in a Settlement Area so that the net of all meter data, tie line data and SE losses is equal to zero MWs. High Calibration results in a shifting of settlement MWhs from the Settlement Location where the MWhs should have been reported to affect the Load Settlement Location.

Near Real Time Meter Reports

Meter Data Reports and Meter Data MP Reports are available via the portal and through API’s and can be generated near real time (currently every 30 minutes) during open meter windows for a given Operating Day:

• Meter Agent Report Card (MA & MP) - provides a point-in-time view for a Meter Agent into the data processed for a given Operating Day.

• Interchange Report (MA) - point-in-time view for Meter Agents into the data available for a given Operating Day for all “Tie Line” Meter Data Submittal Locations for which the Meter Agent can submit data and the reciprocal information.

• Calibration Report (MA & MP) - point-in-time view for a Market Participant into a Settlement Area for a given Operating Day for the Calibration broken into hourly intervals.

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• If meter data for a settlement location is submitted in Hourly Intervals:

– The Hourly Qty will display the actual submitted value

– The Five Min column will be blank

– The Profiled Amount will show Submitted Hourly profiled into 5min increments based on the State Estimator values.

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Meter Agent – Meter Agent Report CardMeter Location Name: L6

Hourly Qty: 10

FiveMinInterval FiveMin Profiled State Estimator RtLoadGrossUp RtSELoss RtCalMtr RtMlBillMtr

2012-09-06T00:05:00-05:00 9.483 104 5.000 -4.314 0.169

Meter Location Name: G6

Hourly Qty:

FiveMinInterval FiveMin Profiled State Estimator RtLoadGrossUp RtSELoss RtCalMtr RtMlBillMtr

2012-09-06T00:05:00-05:00 10 0.002 -139.609 -19.609

• If meter data for a settlement location is submitted in Five Minute Intervals:

– The Hourly Qty will be blank

– The Five Min column will contain actual submitted values

– The Profiled column will be blank

– State Estimator will be displayed for All meter locations, used for profiling for hourly submittal

Meter Agent - Report Card

• Real Time Load Gross Up represents the amount of load gross up associated with a Demand Response for a settlement area and will only be displayed when applied to that settlement location.

• Real Time State Estimator Loss represent the total State Estimator loss value for a settlement area and will only be displayed when being applied to a settlement location registered as a “Top Down” .

• Real Time Calibration Meter represents the calibration quantity calculated by SPP for that settlement location and will only be displayed when being applied to calculate the Billable Meter Amount.

• Real Time Billable Meter represents value from summing Adjusted Meter and Calibration to provide the value used for Settlements Billing

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Meter Location Name: L6

Hourly Qty: 10

FiveMinInterval FiveMin Profiled State Estimator RtLoadGrossUp RtSELoss RtCalMtr RtMlBillMtr

2012-09-06T00:05:00-05:00 9.483 104 5.000 -4.314 0.169

Meter Location Name: L5

Hourly Qty:

FiveMinInterval FiveMin Profiled State Estimator RtLoadGrossUp RtSELoss RtCalMtr RtMlBillMtr

2012-09-06T00:05:00-05:00 129 0.000 57.517 186.517

• If NO meter data for a settlement location was submitted:- The Hourly QTY will be blank- The Five Min column will be blank - Profiled Column will be blank- Billable Meter Amount will be based from State Estimator

Meter Agent - Interchange Report

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Interval: 2012-09-06T01:00:00-05:00

Settlement Area: SA_A

LocationMA Hourly

MW Qty

SE Hourly

MW Qty

Reciprocal

Location

Meter Agent

Hourly MW

Qty

SE Hourly

MW QtyDifference

A.B -35 B.A 35 0

A.D -99.99 -50 D.A 10 50 -89.99

Settlement Area Hourly

Count1 1 1 1

Settlement Area Hourly

Totals-99.99 -35 10 35

Meter Agent must work with

Reciprocal Meter Agents to resolve

Differences.

Interchange locations will display all tie lines for which that Meter Agent is responsible. Meter Agent is responsible for verifying and resolving differences in Reciprocal submittals.

* If meter data for an interchange location, has been submitted the Hourly MW Qty will be displayed.

– This applies both to Meter Agent’s and the reciprocal.

* If NO meter data for a interchange location was submitted:

– The calculations will default to the State Estimator Quantity.

Difference column: represents difference between Meter Agent and the Reciprocal data

The Settlement Area Hourly Count: Represents counts of submitted hourly data for the interchange locations per the meter agent for a given Settlement Area.

Settlement Area Hourly Totals: Sums mw qty for submitted hourly mw data and total of State Estimator mw qty that was used when submitted data was not available.

Meter Agent - Calibration Report

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Hour Ending: 2012-09-06T01:00:00-05:00

Settlement Area: SA_A

Total MW Value

Total Generation -45.59

Total Interchange -134.99

Total Load 274.25

Total Losses 8.25

Calibration Total -101.92

Meter Agents are responsible for calibration within their Settlement Area. Calibration is automatically applied across loads within the SA based on load ratio share.

• Total Generation: Summation of all Generation in the SA (from Adjusted Meter Data).

• Total Interchange: Summation of all Interchange in the SA (from Adjusted Meter Data).

• Total Load: Summation of all Load in the SA (from Adjusted Meter Data).

• Total Losses: Summation of all Losses in the SA (from SE Data).

• Total Calibration: Calibration in the SA (summation of all generation, load, interchange and losses).

Meter Data MP Reports – What are the Options?

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• Report Type – ReportCard, Calibration

• Operating Date – OD+1

• Report Views – Tabular (for now)

• Market Participant – Based on MP Role

• Settlement Area – Blank will return all SA’s

• Meter Location – Filter for specific Meter Location

• Interval – Specific Interval or blank for entire Operating Day

Multiple Tabs for reports

Download to Excel for analysis

Meter Data MP Reports – Report Card

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If meter data for a settlement location is submitted in Hourly Intervals:• The RT Act Hrly Qty will display the actual submitted value• The RT Act Hrly Qty column will be blank• The Profiled Qty will show submitted hourly profiled into 5min increments

based on the State Estimator values

If meter data for a settlement location is submitted in Five Minute Intervals:• The RT Act Hrly Qty will be blank• The RT Act 5min Qty column will contain actual submitted values• The Profiled Qty column will be blank

If NO meter data for a settlement location was submitted:• The RT Act Hrly Qty will be blank• The RT Act 5min Qty column will be blank • Profiled Qty column will be blank• Billable Meter Amount will be based from State Estimator

State Estimator will be displayed for ALL meter locations, used for profiling for hourly submittal and used for default submittal. Available on OD+1.

Meter Data MP Reports – Report Card

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Real Time Load Gross Up represents the amount of load gross up associated with a Demand Response for a settlement area and will only be displayed when applied to that settlement location

Real Time State Estimator Loss represent the total State Estimator loss value for a settlement area and will only be displayed when being applied to a settlement location registered as a “Top Down”

Real Time Calibration Meter represents the calibration quantity calculated by SPP for that settlement location and will only be displayed when being applied to calculate the Billable Meter Amount

Real Time Billable Meter represents value from summing Adjusted Meter and Calibration to provide the value used for Settlements Billing

Meter Data MP Reports – Calibration Report

• Report can be for a single operating hour or entire operating day.

• Total Generation: Summation of all Generation in the SA (from Adjusted Meter Data).

• Total Interchange: Summation of all Interchange in the SA (from Adjusted Meter Data).

• Total Load: Summation of all Load in the SA (from Adjusted Meter Data).

• Total Losses: Summation of all Losses in the SA (from SE Data).

• Total Calibration: Calibration in the SA (summation of all generation, load, interchange and losses).

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Meter Data MP Reports – How do I get them?

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Available to Market Participants via the MP LSA Contact the MP LSA (Local Security Administrator)

• The MP LSA is responsible for providing access to MP data• Access to MP data provides access to ALL MP Meter

Locations• Role “View Meter Reports for MP” for the Settlements

Meter Data Application.

Note: Currently not available at AO level, only MP.

Common Questions/Errors

Many questions/answers can be found in RMS Knowledge Base.

For any new Meter Question or issues, submit via RMS

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What is State Estimator and how is it used…State Estimator data from upstream systems creates the best estimate of the actual state of the

system based on all SCADA measurement data available and the network model.

Derived by:

• 4-second SCADA data

• Snapshot every 2-minutes

• Overall Network model – (limits, capacities, statistical analysis)

Benefits:

• Fills in missing data

• Helps correct data errors

• Same info used to solve market

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State Estimator for Settlements is:

Data based on how the market was solved

Always in 5-minute intervals

Used to profile “Actual” Meter Data submitted in hourly intervals

Used to establish a baseline forDemand Response Load (DRL)

Also used to report Settlement Area Losses

What is Profiling and how does it work…

• Profiling takes hourly submitted quantity and creates 5 minute interval quantities based on State Estimator data.

– Total 5-minute quantity will sum to the submitted hourly quantity

– State Estimator does not replace submitted data

– Submitted 5-minute quantity is not profiled

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This example shows 60 MWh submitted for hourly amount and is profiled against state estimator hourly sum of 54 MWh.

0

2

4

6

8

10

1 2 3 4 5 6 7 8 9 10 11 12

State Estimator Qty

Profiled Qty

* How is Billable Meter Data Created…

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Actual Meter Data

Profile meter data if submitted hourly

Substitute State EstimatorData if missing

Add gross-up for Demand Response to Load Settlement Location with imbedded DRR.

Adjust top-down (Residual) loads by Settlement Area Losses.

Adjusted Meter Data

Calculate unaccounted for energy within a Settlement Area.

Calculate calibration of unaccounted for energy for Load

Settlement Locations.

Add calibration to “Adjusted” Meter Data.

Billable Meter Data

Pass to Alstom (Settlements System) for calculation.

This Amount is used for Energy and other Settlement

Calculations

Do I submit 5min or Hourly Data…Meter Data values are used to calculate a MP’s Settlement activities and which one you submit is based on how the MDSL is registered in the commercial model. You can change MDSL registration, but typically takes a 45 – 60 days. If Meter Agent FAILS to submit for an MDSL, SE data is used.

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First Choice: Actual 5-Minute Meter Data

Second Choice: Actual Hourly Meter Data profiled

against State Estimator Data

Third Choice: State Estimator 5-Minute Data

Do I need to account for losses…In the Integrated Marketplace, transmission losses are part of the price, Marginal Loss Component (MLC) and should not be factored in submitting meter data.

LMP = Marginal Energy Component

+ Marginal Congestion Component

+ Marginal Losses Component

Some exceptions based on specific MDSL can exist, for example:

– Distribution Losses

– Modeling difference between the MDSL and the Pnode – If the meter for an asset is located at a point different than where the Pnode is modeled, including opposite sides of a transformer, the meter values should be adjusted to account for losses from the meter location and where the Pnodeis modeled.

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Helpful Links• Integrated Marketplace Settlements User Interface – Step by step guide for settlements

portal applications such as Meter, BSS, Dispute Requests, Notifications, Calendars, Public/Private Reports: Marketplace User Interface Guides

• Data Exchange Guide/Notification Guide - Has a listing and display of the most recent, click on the Settlements DEG’s and WSDL’s zip file, then within zip file, select Meter Data – Data Exchange Document.docx: Marketplace Technical Specifications

• There are also settlements videos (including Meter Submittal/Reports) that have been posted to the Learning Management System (LMS)!! Users can find these by following these steps:

– Log into LMS at https://spp.csod.com/– In the Search Box, upper right corner:

Type “video”, then press enter. The videos will display at the bottom of the page. Click the title of the demo to see the description. Click the “Request” link.

• Any questions, issues, or concerns can be entered into our Request Management System: https://spprms.issuetrak.com/login.asp.

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Meter Agent Report Card – 5min

• “Levelized” or hourly rate is used in the amount fields. (Except RT Act 5min Qty)

• If meter data for a settlement location is submitted in Five Minute Intervals:

– RT Act Hrly Qty is blank and no Profiled Qty if 5Min Submittal

– The RT Act 5Min Qty is the Actual MW for that 5min Interval submitted by the Meter Agent.

– Sum the intervals for the 5Min, you get 120MWh for that hour interval.

– SE 5min Qty is there and is in “Levelized” amount, but only impact how Calibration is applied.

– Rt Cal 5min Mtr Qty is in “Levelized” amount and the 12MWh of calibration is Profiled against SE data.

– The RT 5Min Billable Qty is what will determine cost of energy.

Interval EndSettlement Area Meter Loc Name RT Act Hrly Qty RT Act 5Min Qty Profiled Qty SE 5Min Qty RT Cal 5Min Mtr Qty RT 5Min Bill Qty

2015-05-19T00:05:00-05:00 WAUE MDSL_5MIN 5 50 6 66

2015-05-19T00:10:00-05:00 WAUE MDSL_5MIN 5 50 6 662015-05-19T00:15:00-05:00 WAUE MDSL_5MIN 5 50 6 66

2015-05-19T00:20:00-05:00 WAUE MDSL_5MIN 10 100 12 132

2015-05-19T00:25:00-05:00 WAUE MDSL_5MIN 10 100 12 132

2015-05-19T00:30:00-05:00 WAUE MDSL_5MIN 10 100 12 132

2015-05-19T00:35:00-05:00 WAUE MDSL_5MIN 10 100 12 132

2015-05-19T00:40:00-05:00 WAUE MDSL_5MIN 10 100 12 132

2015-05-19T00:45:00-05:00 WAUE MDSL_5MIN 10 100 12 132

2015-05-19T00:50:00-05:00 WAUE MDSL_5MIN 15 150 18 198

2015-05-19T00:55:00-05:00 WAUE MDSL_5MIN 15 150 18 198

2015-05-19T01:00:00-05:00 WAUE MDSL_5MIN 15 150 18 198

Actual MWH 120 12.000 132.000

5Min submittal is in Actual MW for that interval. This is showing that there was a load of 120 MWh for that hour.

5Min submittals are not profiled

Since 5Min submittal is actual, we have to multiply by 12 to get a "Levelized" rate.The first interval: 5 * 12 and add the 6 and you get the 66

Interval EndSettlement Area Meter Loc Name RT Act Hrly Qty RT Act 5Min Qty Profiled Qty SE 5Min Qty RT Cal 5Min Mtr Qty RT 5Min Bill Qty

2015-05-19T00:05:00-05:00 WAUE MDSL_HOURLY 120 60 50 6 66

2015-05-19T00:10:00-05:00 WAUE MDSL_HOURLY 120 60 50 6 66

2015-05-19T00:15:00-05:00 WAUE MDSL_HOURLY 120 60 50 6 66

2015-05-19T00:20:00-05:00 WAUE MDSL_HOURLY 120 120 100 12 132

2015-05-19T00:25:00-05:00 WAUE MDSL_HOURLY 120 120 100 12 132

2015-05-19T00:30:00-05:00 WAUE MDSL_HOURLY 120 120 100 12 132

2015-05-19T00:35:00-05:00 WAUE MDSL_HOURLY 120 120 100 12 132

2015-05-19T00:40:00-05:00 WAUE MDSL_HOURLY 120 120 100 12 132

2015-05-19T00:45:00-05:00 WAUE MDSL_HOURLY 120 120 100 12 132

2015-05-19T00:50:00-05:00 WAUE MDSL_HOURLY 120 180 150 18 198

2015-05-19T00:55:00-05:00 WAUE MDSL_HOURLY 120 180 150 18 198

2015-05-19T01:00:00-05:00 WAUE MDSL_HOURLY 120 180 150 18 198

Actual MWh 120.000 12.000 132.000

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Meter Agent Report Card – Hourly

• If meter data for a settlement location is submitted in Hourly:

– RT Act 5min Qty is blank

– Rt Act Hrly Qty shows the 120 MWh for each interval and that amount is Profiled against the SE data to get the Profiled Qty.

– Notice that the SE 5min Qty is actually only 100 Mwh, but the Profiled Qty does sum to 120MWh.

– Profiled Qty and Calibration is at a “Levelized” amount, so add Profile and Calibration to get Billable Qty.

– The RT 5Min Billable Qty is what will determine cost of energy.

– In both examples (Hourly vs 5min), the financial results would be exactly the same.

Hourly submittal is in Actual MWhfor that hour and is shown as a levlized amount (rate). This is showing that there was a load of 120 MWh for that hour.

Hourly submittal is in Actual MWh for that hour and is shown as a levlized amount (rate). This is showing that there was a load of 18 MWh for that hour.

Since Hourly submittal is already profiled at a rate, we just add calibration to profiled qty get the 5min Billable amount.