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SZAWG Final Report October 5, 2006
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SZAWG MembersAESO Chris Connoly, Peter Wong
AltaLink Paul Lee, Shemin Merali
ATCO Electric Bruce Ramsay, Blair Morton
Encana Marie Gallant, Wynn Trumpour
Department of Energy Kathryn Wood, Bob Deyl
EPCOR Distribution Bob Deyl, Greg Rosychuk
FortisAlberta Angela Corsi
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Mandate
• To provide recommendations that will correct problems contributing to inaccuracies in the settlement zone totals.
• To provide reasonable certainty that all existing errors in settlement zone totals have been found, so that the suspended PFAMs can be released.
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Since the opening of the market in 2001, the market has settled – 252,000 GW.h in energy. (from WSI)– 363 GW.h processed as PFAMs– error rate of approximately 0.14%– Using average Pool Price of $61.62 that’s
$22,368,060
(does not include all amounts re-settled in 2002 through the mandated “Final Final” settlement run)
Importance of System Level Metering
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If we do nothing• continued large errors and adjustments to retailers• inaccurate zone totals leading to inaccurate load
settlement (e.g. NSLS shape for zone is incorrect)• inaccurate zone totals leading to inaccurate
transmission loss allocations• loss of confidence in settlement process and results• inefficient processes in industry• increased retailer risk
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Definition• “system level” is hourly values for
distribution interchange, distributed generation, and border customer consumption that are needed to describe the total hourly energy flow on the AIES at the transmission level and the inputs and outputs to each and every distribution settlement zone for each hour.
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System Level PFAM issues:• Gathers small errors over a long period• Long lag time• No site level detail in final outcome• Coordination with RDS regulation is an issue• Impact not manageable• Undermines market confidence • Causes and consequences of these kinds of
errors affect different parties• Was intended for occasional use only
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Recommendations
Objectives:– Reduce the number of errors made in the
future through improved processes, controls, and testing procedures, and
– Identify and correct errors prior to Final Settlement.
SZAWG did not exhaustively test or vet these across industry as a whole, and expects implementing agencies will gather broader stakeholder feedback on the Final Report.
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Metering AccountabilityLogical Layer
(modeled reality)
Business Elements
Data Improvements Reporting and Market Confidence
M–1 Testing of MeteringPriority: AImpact: Highest
P–1 Roles & responsibilities for meteringPriority: AImpact: Highest
L–1 Energy flow into the transmission system due to large DGPriority: AImpact: Highest
D–1 Meter Data ControlsPriority: BImpact: Highest
R–1 Provincial ReconciliationPriority: AImpact: Highest
M–2 Metering InventoryPriority: B
P–2 MSS integration with SSCPriority: AImpact: Highest
L–2 Verifying MPDR Calculations Priority: A
D–2 VEE Priority: B
R–2 Report CardPriority: B
M–3 Interval Meter Thresholds Priority: D
P–3 MDM Relationship with Meter and MPDRPriority: A
L–3 MPDR Development ProcessPriority: B
D–3 DST Conversion StandardPriority: B
R–3 Non–Load Settlement Meter PointsPriority: D
P–4 Settlement ResponsibilityPriority: A
L–4 Temporary Operating SituationsPriority: C
D–4 Data Restatement TrackingPriority: C
P–5 MPDR DefinitionPriority: B
L–5 Notification of ISD–to–Wire Owner connectivity changesPriority: C
D–5 TAA sign conventionsPriority: C
P–6 Post Final Processing Obligations
Priority: B
L–6 Disallowing Backdating Business ArrangementsPriority D
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M–1 Testing of Metering
Implement standardized end-to-end testing of metering systems on a defined and regular basis.
AESO testingEUB rules
M–2 Metering Inventory
Compile and maintain a complete inventory of all System Level Metering points.
AESO
M–3 Interval Meter Thresholds
Establish thresholds at which interval meters are required for System Level Metering Points.
EUB
Metering
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P–1 Roles & responsibilities for metering
Amend the EUA to identify and assign all of the responsibilities for metering.
DOE
P–2 MSS integration with SSC
Rationalize the SSC and the MSS to cover all System Level Metering Points.
EUB
P–3 MDM Relationship with a Meter and MPDR
Amend the SSC to address the relationships among MDMs, meters and MPDRs.
EUB
P–4 Settlement Responsibility
Amend the SSC to clearly and uniquely assign load settlement responsibility.
EUB
P–5 MPDR Definition Amend the SSC to adopt the MPDRs disciplines for Load Settlement.
EUB
P–6 Post Final Processing Obligations
Amend the SSC to require MDM’s to report all system level data variances by way of the PFAM process.
EUB
Accountability
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L–1 Energy flow into the transmission system due to large DG
Develop a standardized solution for the accommodation of flow into the transmission system due to large Distributed Generation
EUB
L–2 MPDR Calculation Verification
Develop a process that will verify that MPDR calculations are being performed correctly by MDMs.
AESO
L – 3 MPDR Development Process
Implement an approval process for any MPDR used in load settlement that includes review and acceptance by LSA, MDM, and AESO.
EUB
L–4 Temporary Operating Situations
Amend the rules for load settlement to ensure that energy flow during temporary operating situations are accounted for.
EUB
L–5 Notification of ISD-to-Wire Owner connectivity changes
Require Wires Owners and ISDs to notify the AESO of any changes regarding connectivity of ISDs to Wire Owners.
EUB
L–6 Disallowing Backdating Business Arrangements
Adopt an AESO policy that states that business arrangements that impact measurement point data provision are not to be backdated prior to the 1st of the current month.
AESO
Logical Layer
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D–1 Meter Data Controls
Ensure that automated data controls are put in place to confirm that meter data sent by the MDM to other parties is received correctly, to the satisfaction of both the MDM and the receiving parties.
EUB
D–2 Validation, Editing and Estimating
Establish a working group to improve VEE standards. EUB
D–3 Daylight Savings Time (DST) Conversion Standard
Clarify Settlement System Code to address the differing interpretations of the existing wording on DST.
EUB
D–4 Data Restatement Tracking
The process for submitting restated system level data after the initial monthly settlement runs to be enhanced to permit the gathering of metrics.
EUB
D–5 TAA sign conventions
Amend TAA adjustments in the SSC to clarify sign conventions and to make s B.6.6.1 and s B 6.6.3 consistent.
EUB
Data Improvements
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R–1 Provincial Reconciliation
Review and improve Provincial Reconciliation. AESO
R–2 Report Card Develop comprehensive market reporting of load settlement indicators.
AESO
R-3 Non-Load Settlement Meter Points
Review the processes and standards for system level metering and data not involved in load settlement.
AESO
Reporting and Market Confidence
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Micro-Generation Discussion includes related issues and input for DOE policy development
DOE
Status Report Develop a process to keep industry informed of progress on recommendations
EUBAESODOE
Audit Field DSM transaction needs audit tracking field EUB
MPDR Process Same MPDRs to be used in LS and in TA functions
EUB
Other Issues
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Conclusion• These recommendations will:
– reduce error overall,– catch most remaining errors prior to Final
Settlement– reduce PFAM to occasional use – as was
intended.
• No reason, from SZAWG point of view, to continue the PFAM suspension.– Things will get better gradually as
recommendations are implemented
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Next Steps• Written feedback to be provided by
October 19, 2006 to: – [email protected]– [email protected]– [email protected]
• Implementing agencies to – accept recommendations,– establish a plan to implement, and– develop a process to measure and report progress.