Competitive Metering Working Group

1
Competitive Metering Working Group

• Market Readiness Update to the PUCT
• Second Quarter 2003

2
CHARTERin regards to competitive meter
ownershipas 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

3
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.

4
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

5
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

6
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.

7
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

8
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

10
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

12
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.

13
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

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COMET Working Group Commission Requested
Deliverables Recommendations as follows
16
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
17
(No Transcript)
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Standardized List of Three Phase Meters For
Competitive Meter Ownership
NOTE Programming specifications are
subject to TDSP requirements i.e. display
sequence, measured quantities, etc.
19
Standardized List of Single Phase Meters For
Competitive Meter Ownership

NOTE Programming specifications are
subject to TDSP requirements i.e. display
sequence, measured quantities, etc
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COMET Working Group Presentation to and
Approval by RMS 5-15-2003 Pending Presentation
to TAC Recommendations for Meter Approval
ProcessMeter Issue Resolution ProcessMeter
Standards
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Competitive Meter Approval Process

• New meter is requested for a specific customers
  location.
• Application is filed by customer and/or the
  customers 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.
• 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
• ERCOT notifies the market of submittal.
• TDSPs will test meter using applicable standards
  and share data with other TDSPs and ERCOT.
  Information will be made available to other
  Market Participants upon request.
• ERCOT approves application based on positive
  recommendation by a minimum of 80 of TDSPs,
  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.
• TDSPs refers to TDSPs where competitive
  metering is available

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Meter Issue Resolution Process

• TDSP notifies the manufacturer of product issue.
• If the product issue involves non-compliance with
  ERCOT approved competitive meter standards, TDSP
  shall notify ERCOT of the issue and the
  manufacturers response to the issue.
• ERCOT reviews issue.
• ERCOT confirms non-compliant product issue.
• ERCOT sends a notification to all TDSP's, and to
  the meter manufacturer, if issue is confirmed.
• 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.
• If not resolved, ERCOT creates de-certification
  form based on unanimous recommendation from
  TDSPs.
• ERCOT removes meter from ERCOT approved
  competitive meter list.
• Note Appeal to PUCT is available for all
  parties. TDSPs refers to TDSPs where
  competitive metering is available

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ERCOT Competitive Meter Standards

• 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 TDSPs refers to TDSPs where competitive
  metering is available

24
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

26
Competitive Metering Services
Phase 1 January 1, 2004 Competitive Ownership

• Ownership

• Installation Removal
• Maintenance
• Programming, including billing determinants
• Testing Calibration

Phase 2 Date TBD Meter Service Provider (MSP)

• Data Collection
• Data Management
• Other Activities

Phase 3 Future Consideration Additional Market
Participants (may overlap with other phases)
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New Market Participant

• METER SERVICES PROVIDER
• ? MSP ?
• Installation Removal
• Maintenance
• Programming, including billing determinants
• 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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Competitive Metering Services -- MSP Phase
Competitive MSP market exists
PUCT Rule All competitively owned meters must
be contracted to an MSP
MSP eligible to enter the Market
Owners of competitive meters may acquire meter
services from an MSP
TDSP provides all meter services
Jan. 1, 2004
Transition Period
Preparation Period

• 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

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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

32
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

33
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

35
COMET WG Future Market Model
Customer or Customer Approved Third Party
Business Relationship
New Information Flow
Existing Information Flow
Exchange of Meter Level Information (e.g., meter
read-in/out) - new
CR
MSP
TDSP
Meter Service Provider Notification new
Service order completion initiated from MSP
submittal of meter level information - new
Enrollment request processing for move in, move
out and switch requests With MSP indicator flag
added - new
Enrollment request processing for move in, move
out and switch requests With MSP indicator flag
added - new
ERCOT