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TDSP EPS Meter Inspector Training

TDSP EPS Meter Inspector Training. March 19, 2013 ERCOT Taylor Control Center.

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TDSP EPS Meter Inspector Training

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  1. TDSP EPS Meter Inspector Training March 19, 2013 ERCOT Taylor Control Center

  2. Legal Disclaimers and Admonitions Protocol DisclaimerThis presentation provides a general overview of the Texas Wholesale Market and is not intended to be a substitute for the ERCOT Nodal Protocols (and Settlement Metering Operating Guide or SMOG), as amended from time to time. If any conflict exists between this presentation and the (most current) ERCOT Nodal Protocols (and SMOG), the ERCOT Nodal Protocols (and SMOG) shall control all aspects. For more information, please visit: http://www.ercot.com/mktrules/nprotocols/current

  3. Legal Disclaimers and Admonitions Antitrust AdmonitionERCOT strictly prohibits market participants and their employees who are participating in ERCOT activities from using their participation in ERCOT activities as a forum for engaging in practices or communications that violate antitrust laws. The ERCOT Board has approved guidelines for Members of ERCOT Committees, subcommittees and working groups to be reviewed and followed by each market participant attending ERCOT meetings. For details, please review the guidelines in the attachments tab of this presentation.

  4. What Is The Purpose Of This Meeting? • What this training is about: • An introduction to TDSP EPS Meter Inspectors’ role and responsibilities • An overview of ERCOT Protocols and Settlement Metering Operating Guide (SMOG) as they relate to EPS Metering • An overview of Processes and Forms that relate to EPS Metering Facilities • The mechanism by which a TDSP Meter Inspector is approved by ERCOT to • certify EPS Meter installations • What this Training is NOT about: • A comprehensive technical training, assessment, & certification of Inspector’s technical knowledge and meter certification competency • A discussion forum for Nodal Protocols issues • A discussion forum for Settlement Metering Operating Guide issues and other topics (e.g., choice of equipment, vendors, etc.) Version 13.0

  5. Metering Categories Detailed (Who Does What?) TDSP Distr. Generation <10MW * NOIE w/ Radial Loads* Retail Load* Retail Un-Metered Load Aux Loads For Gen Netting ERCOT Connected** Generation DC Tie Lines Dist. Generation >10MW Generation Providing A.S. Wholesale Storage Load *** NOIE W/ Bi-Direct. Connection Settlement Quality Meter Data TDSP Metered Entities Protocols 10.2.2 All EPS and NOIE will be compensated to the Transmission point of interconnect ** * Indicates EPS metering is Optional ** Except Distributed Generation and ERS/WSL ERCOT Polled Settlement Meters (EPS Meters) Protocols 10.2.3 *** NEW Version 13.0 March 19, 2013

  6. TDSP Data Acquisition in Competitive Areas Street Light (Unmetered) TDSP Metered Entities (TDSPdata responsibilities) Protocols 10.3.3.1 Residential Validate, Edit and Estimate Data Protocols 10.11.3 Format and Send 867 EDI Transaction to ERCOT Protocols 10.3.3.3 & Protocols 10.12.2 Small Commercial TDSP Large Commercial Industrial Distribution Connected Generation NOIE Radial Points of Delivery Version 13.0

  7. ERCOT EPS Meter Data Acquisition • Generation: • >60 kV • or • >10 MW • or • Ancillary Service • Aux. Load EPS Metered Entities Protocols 10.2.3.1 (a) Load Resource >10 MW and WSL MV90 Retrieve Data From Meter Validate, Edit and Estimate Output Data to Lodestar NOIE Points of Delivery • Multiple • Validations Protocols Section 11 • Additionally: • Resolve data collection problems • Maintain master file Dc Ties Wholesale Storage Loads March 19, 2013 Version 13.0

  8. EPS Meters DC Tie Lines Aux Loads For Gen Netting Trans. Connected Generation Distr. Generation >10MW* Generation Providing A.S. NOIE W/ Bi-Direct. Connection Wholesale Storage Load • TDSP Data Responsibilities • Installation and maintenance of meters • Manage meter security and passwords • Provide remote communications • Certification of EPS facilities • Assist in correction of data collection • problems • Document any upgrades, changes ortests • ERCOT Responsibilities • Retrieve data directly from meter • Validate, edit, estimate (VEE) data • Time sync of meters (all are IDR) • Work with TDSP to resolve data problems • Move trade day data to Data Aggregation • system. • Monitor changes to EPS meter points Communications ERCOT will retrieve daily all EPS meter data electronically & automatically. March 19, 2013 Version 13.0

  9. Review • What will be covered in this Training? • How often will ERCOT poll EPS meters? • What is a settlement interval? • Where does data for Settlement come from for NON-EPS meter points? • Which organization is responsible for certifying EPS meter points? • Which organization performs VEE for NON-EPS meter points? Version 13.0

  10. What Does All This Mean To You? • The TDSP shall have EPS metering Facilities installed and maintained under the supervision of a TDSP EPS Meter inspector {10.2.3.1 (b)} • A TDSP EPS Meter inspector is defined as an employee or agent of the TDSP who has received EPS training from ERCOT {10.2.3.1 (b)} • The TDSP shall ensure that the TDSP EPS Meter inspectors performing EPS Meter Facility certification duties are approved and sites comply with Protocol Section 10 and the Settlement Metering Operating Guide {10.5.2.1} • All TDSP EPS Meter inspectors must have the technical expertise to perform EPS Metering Facility certification per statement from the TDSP {10.5.2.1 (2c)} Version 13.0

  11. What Does This Mean to ERCOT? • ERCOT shall hold EPS metering training sessions on a regularly scheduled basis {10.5.2.2 } • ERCOT shall issue a certificate of attendance to individuals upon completion of the EPS metering training sessions {10.5.2.2 } • ERCOT shall maintain a list of TDSP EPS Meter inspectors and details related to ERCOT training {10.5.1 } • ERCOT shall have the authority to revoke an individual’s involvement with EPS metering Facility certification {10.5.2.2 } Version 13.0

  12. EPS Metering Facility Process Highlights TDSP installs equipment ERCOT approves the design concept and sends back the Approved Design Proposal to TDSP TDSP submits MDAS Form and TDSP Cutover Form ERCOT reviews documentation TDSP EPS meter inspector certifies Facility and TDSP submits site approval request documents TDSP maintains metering Facility per protocols requirements & notifies ERCOT of all access to the metering Facilities TDSP submits a “Design Proposal” for new installations ERCOT tests the communication interface with EPS Meters ERCOT approves the Metering Facility and returns original documents to the TDSP Version 13.0

  13. EPS Design Proposal • What makes an EPS Design Proposal? SMOG Section 3.2.1 • 1. Facility Information and Contact Information (one per netted site) • 2. Metering Facility details (one per metering point) • Any exemption requests • 3. One Line drawing of facilities showing metering points • 4. Other Information as required • Should be provided no less than 90 calendar days before the cutover date • Why do you need to know this? • Meter inspectors will be certifying the entire metering facility per the Approved Design Proposal. • As Such… Meter Inspectors are required to review the Approved Design Proposal and certify that such proposal accurately represents the metering Facility. Version 13.0

  14. Getting Acquainted with EPS Metering Facilities • Meter and Metering Facility Requirements • Must be an Interval Data Recorder or IDR (10.9) • Shall have a back-up meter of same quality {10.2.3.1 (d)} • TDSP shall provide ERCOT-approved metering communication equipment and connection {10.2.3.1 (e) & 10.3.2} • EPS metering facility site shall be certified by TDSP EPS Inspector {10.2.3.1 (b) & 10.4.3} • Shall be reviewed and approved by ERCOT {10.4.3.1} Version 13.0

  15. EPS Back-Up Metering Requirements What is it? Redundant revenue quality EPS Meter connected at the same metering point as the primary EPS Meter and meeting the requirements defined in the Settlement Metering Operating Guide. Protocols 10.2.3.1 (d) • Where? • Any Generation Resource • Auxiliary Netting • Bi-directional Metering Points • Protocols 10.2.3.1 (d) Version 13.0

  16. TDSP Meter Inspector & EPS Metering • Some of the activities EPS TDSP Meter Inspectors perform: • Certify that the site conforms to Protocols and SMOG. • Certify that the site adheres to approved design proposal and detailed one-line “as built”. • Initial or sign and date drawings used during the metering facility site certification. • Ensure documentations are complete. • Facilitate establishing successful communications between ERCOT and EPS Meters. • Notify ERCOT before accessing EPS Metering Facilities. Version 13.0

  17. Detailed Metering Information Package • Should be provided to ERCOT no less than 14 calendar days before the requested “cutover” date. SMOG Section 3.2.4 • TDSP cutover form • Should be provided to ERCOT no less than 7 calendar days before the TDSP certification of the facility; for both the primary and back-up metering.SMOG Section 3.2.2 • MDAS configuration form • Other information as required Version 13.0

  18. TDSP EPS Approval Request Package • The TDSP will submit to ERCOT the following data for each EPS Meter Site within 60 Calendar Days after the site has been certified: Protocols 10.4 & SMOG 3.2.3 • Site Certification Form (signed by an approved TDSP EPS Meter Inspector) • EPS Meter Test Report (signed by an approved TDSP EPS Meter Inspector) and a copy of meter program file • Certification of instrument transformers by the TDSP • Redlined or final as-built detailed one-line or three-line drawing detailing the metering circuit. (signed or initialed and dated by an approved TDSP EPS Meter Inspector) • Other information as required ( Pulse and Meter multiplier sheet, TLC worksheet etc.) Note: If the date of the form proceeds the date of the Inspectors approval, the Inspectors signature is NOT valid. Version 13.0

  19. ERCOT EPS Facility Approval Process • ERCOT shall review the site certification documentation within 45 days of receipt. If all data is complete, ERCOT shall: • notify the TDSP of the approval of the metering Facility (10.4.3.1) • return the original schematic drawings and the original ERCOT site certification form, stamped by ERCOT as approved. ERCOT shall retain a copy of these documents (10.4.3.1) • If ERCOT finds that this data is incomplete or demonstrates that the EPS metering Facilities fail to meet the standards ERCOT will send written or electronic notice of the deficiencies to the TDSP. (10.4.3.1) or • ERCOT : • may elect to issue a provisional approval regarding those metering Facilities (10.4.3.2) • shall post any provisional approvals on the MIS Public Area on a quarterly basis (10.4.3.2) • Note:Provisional status cannot be maintained indefinitely Version 13.0

  20. EPS Certification by TDSP Meter Inspector • Some of the activities a EPS TDSP Meter Inspector will need to perform: • EPS Site conforms to Protocols and SMOG - other than approved exemptions. • At the time of installation (10.9.1) and there after (10.4.3.3) • Site adheres to approved design proposal and detailed one-line “as built”. • Drawings accurately represent the site (10.4.3) • Gen Netting meets the common switchyard definition (10.3.2.3) • Documentation is complete : • Documentation of any discrepancies for Items 1 an 2 (10.4.3) • Site Certification Form (10.4.3) • EPS Meter Test Report {SMOG Section 1.8 (c)} • Certification of EPS instrument transformers {SMOG Section 3.2.3 (g)} • Other Documents (Pulse and Meter Multiplier sheets, TLC worksheet, meter program file etc.) {SMOG Section 3.2.3} Version 13.0

  21. ERCOT & EPS Metering • ERCOT approves EPS Design Proposals • ERCOT reviews Documentation completeness & Approves Facility • ERCOTAudits EPS Documentation and Facilities • Performs Pre Audit detailed documentation review • Conducts On-site Audit of TDSP EPS-certified facility • Follows-up outstanding issues Version 13.0

  22. ERCOT Site Auditing 1. Site Audits are a team effort, ERCOT is supplying a second set of eyes. 2. Ensures EPS sites comply with protocols and SMOG. This will assure Market Participants that Settlement Quality Data is used for Settlements. 3.There is no Pass or Fail. Compliance issues that maybe found are documented and resolved. Pre-Site Audit 2 Month Conference Call • ERCOT initiates contact with TDSP regarding the Site Audit and provides a copy of Site Audit Checklist • Establish date and time for the Site Audit and verify PPE requirements • ERCOT informs TDSP of any common compliance issues and recommends a mock site audit • ERCOT and TDSP finalize date and time of 2 Week Conference Call Detail Review • ERCOT performs a detail review of the most recently approved documentation • ERCOT notes any discrepancies that are found and plans to discuss with the TDSP during the 2 Week Conference Call 2 Week Conference Call • ERCOT informs TDSP of any discrepancies that were found during the Detail Review • ERCOT answers any questions the TDSP may have at this time Version 13.0

  23. Site Audit ERCOT will use the Site Audit Checklist to verify that the Site is meeting all of the requirements of Section 10 of the Protocols and the Settlement Metering Operating Guide (SMOG). Most recently approved documentation will be used for Site Audit ERCOT will witness the test of at least one meter and any other test the TDSP may want to perform to satisfy the requirements listed on the Site Audit Checklist ERCOT will not ask the TDSP to violate any safety rules. However, the TDSP will have to make all reasonable efforts to provide the information requested ERCOT Site Auditing Site Audit Follow-UP • ERCOT will document any issues that do not meet the requirements of Section 10 of the Protocols or the Settlement Metering Operating Guide (SMOG) on the Site Audit Follow-Up Form • ERCOT will e-mail a copy of the Site Audit Checklist with the auditors comments along with a copy of the Site Audit Follow-Up Form to the TDSP • The TDSP will update the estimated completion dates on the Site Audit Follow-Up Form and return it to ERCOT to be used for tracking purposes • Once all of the issues that have been documented on the Site Audit Follow-Up Form have been resolved, ERCOT will send an e-mail to the TDSP informing them that the Site Audit has been completed. Version 13.0

  24. Review • Who is responsible for supervising the installation and maintenance of EPS meter points? • Does ERCOT have the authority to revoke an individual’s involvement with EPS metering facility certification? • Can a TDSP EPS meter Inspector utilize any EPS Design Proposal to certify an EPS metering facility? • What documents require TDSP EPS meter inspector’s signature or initials? • What documents will a TDSP EPS meter inspector need to have in order to certify an EPS metering facility? • Does a TDSP EPS meter Inspector need to know the contents of the Settlement Metering Operating Guide to certify an EPS metering Facility? • A site certification was performed on 4-15-2012. The TDSP EPS meter inspector signing one of the submitted forms was certified on 6-30-2012. Is the site certification valid? Version 13.0

  25. BREAK Version 13.0

  26. Some Testing Requirements • TESTING OF EPS METERING FACILITIES: • At a minimum, EPS meters shall be tested annually by the TDSP (10.6.1.2). TDSP shall keep meters’ test records for at least 6 years. (SMOG Section 1.7.2) • Instrument Transformer Testing Guidelines (SMOG Section 7.6) • Verify secondary wiring integrity upon initial certification and at least every 3 years thereafter {SMOG Section 1.3.4 (2) & 1.4.4 (2)} • Voltage drop calculation on V.T.s at initial certification {SMOG Section 1.4.4 (1)} Test Equipment: - Traceable to NIST (SMOG 1.6.2) - Accuracy => device (SMOG 1.6.1) - Certify standard per ANSI or PUCT, i.e., 120 days (SMOG 1.6.2) Meter Calibration: Calibration (SMOG 1.6.5) ±0.15% (FL & LL) ±0.30% (PF & VAR) Test Request: - ERCOT (10.6.1.1) - Market Participants (10.6.1.4) - PUC Facility Sealing: - Unique Number (10.10.1.5) Version 13.0

  27. Communication Failures for EPS Meters • Communications Failures: (SMOG Section 2) • During a disruption to the communication link to individual EPS meters, ERCOT shall: • Make all reasonable efforts to provide general information to TDSPs using voice communications; and • Inform the TDSP of the methods they shall use to provide meter data to ERCOT during the disruption period Version 13.0

  28. Settlement Metering Process – 000 (SMOG Appendix C) • TDSP Notification by ERCOT of Communication Problems with EPS Meters • ERCOT shall: • Manually reschedule calls to try and establish meter communications with failed locations • Identify if Primary or Back-up meter data is available for the metering point • Determine the required time frame for repairs per Protocols • Notify the TDSP repair contact via phone and e-mail as soon as reasonably possible • Provide reasonable support to the TDSP to verify the communication problem is resolved. To facilitate this support the TDSP must provide ERCOT an estimated time when such support is required for a site • Log a record of the phone and e-mail notification • Record repair date and time reported by the TDSP to ERCOT Version 13.0

  29. Settlement Metering Process – 000 (SMOG Appendix C) • TDSP Notification by ERCOT of Communication Problems with EPS Meters • TDSP shall: • Provide e-mail confirmation of repairs to mreads@ercot.com including the following information: • Site name • Meter serial number • Date and time repairs were made • Brief description of what was done to repair the communication problem • Information on the affects the problem had on metering accuracy and meter data for the affected meter, including the time frames that such accuracy or data was affected Version 13.0

  30. Settlement Metering Process – 000 (SMOG Appendix C) • TDSP Notification by ERCOT of Communication Problems with EPS Meters • CONTACT INFORMATION • TDSP shall: • Provide an e-mail notification to ERCOT @ mreads@ercot.com when requesting a change to the TDSP repair contact information • A “temporary” change to the repair contact information shall be identified as such and shall include the beginning and ending date that such change is to be in effect • The subject line should state “TDSP Name temporary change to TDSP repair contact” • A “permanent” change to the repair contact information shall be identified as such and shall include the beginning date that such change shall take place • The subject line should state “TDSP Name permanent change to TDSP repair contact” Version 13.0

  31. Notification & Repair Timelines Notification for Testing or other Access to EPS Metering Facilities: (SMOG–Section 1.6.4 & Settlement Metering Process 020 – SMOG Appendix B) - Planned Maintenance (10.8.1.1) - Emergency Situations (10.8.1.2) - Planned Changes (10.4.3.5) Emergency repairs? (10.8.1.2) If an EPS Meter requires repair or replacement to ensure that it operates in accordance with the requirements of this Section, the TSP or DSP shall immediately notify ERCOT of the need for repairing or replacing that meter. Where no back-up meter exists or back-up meter data is unavailable, the TSP or DSP shall ensure that the metering point is repaired and operational within 12 hours of problem detection. {10.8.1.2 (a)} Where a functional and operational back-up meter exists, the TSP or DSP shall ensure that the metering point is repaired and operational within five (5) business days of problem detection. {10.8.1.2 (b)} March 19, 2013 Version 13.0

  32. Settlement Metering Process – 020 (SMOG Appendix B) On Site Work • On Site work to EPS Metering Facilities • Notification of TDSP required Access to EPS Metering Facilities • For maintenance or changes to EPS metering Facilities, the TDSP shall notify ERCOT when access is expected to occur by completing the “TDSP Access to EPS Metering Facility Notification Form” and e-mailing the completed form to “mreads@ercot.com” • The email subject line shall read “EPS Access Required–SITE NAME ” • For “emergency repairs”, The TDSP can notify ERCOT of the need to access EPS metering Facilities by calling the MDAS Operations Center at 512-248-6500 and submit the “TDSP Access to EPS Metering Facility Notification Form” by the end of the next Business Day following such access • Examples of Maintenance included in the 5 Business Day Notification Period • EPS Meter Maintenance • Removal of any EPS metering Facility wiring • Maintenance to non-EPS metering equipment that is connected to the EPS metering circuit March 19, 2013 Version 13.0

  33. Settlement Metering Process – 020 (SMOG Appendix B) On Site Work • On Site work to EPS Metering Facilities • Examples of Maintenance included in the 10 Business Day Notification Period • EPS Metering equipment changes or replacements (non emergency) • EPS Metering equipment reprogramming (non emergency) • Upgrade the site from “temporary metering” to “permanent metering” • Examples of Maintenance included in the Immediate Notification Period • This category is for unplanned work being performed to repair EPS metering Facilities due to a failure • Communication failure to an EPS Meter • Meter reprogramming • EPS Meter replacements • EPS instrument transformer replacements March 19, 2013 Version 13.0

  34. Settlement Metering Process - 020 (SMOG Appendix B) On Site Work • On Site work to EPS Metering Facilities • Planned Maintenance or Testing of Equipment • The primary and the backup meters shall not be taken out of service during the same settlement interval (15 minute time interval) • Before removing an EPS meter from service, the TDSP EPS Meter Inspector shall • Notify ERCOT that the meter shall be removed from service by calling ERCOT MDAS @ (512) 248-6500. A voice mail message is considered adequate notification • If there is not a certified back-up meter, ensure that interval data is downloaded from the meter. This can be accomplished by: • a.ERCOT polling the meter • b.The TDSP polling the meter • c.The TDSP downloading the interval data • Such meter download shall be in a format that allows the creation of an MDAS compatible file format (Example: HHF File, P-File, E-File, CSV file) for such data. March 19, 2013 Version 13.0

  35. Settlement Metering Process - 020 (SMOG Appendix B) On Site Work • On Site work to EPS Metering Facilities • Planned Maintenance or Testing of Equipment (continued) • If the EPS meter is an ONLY meter or the changes/maintenance cannot be performed without pulling the Primary and Backup meter(s) out of service during the same 15-minute time interval • The TDSP shall make arrangements to assist ERCOT in the estimation of meter data for the metering point before the meter is removed from service • ERCOT will ask the TDSP to provide 15-minute interval data to be utilized to perform the edit in the ERCOT MDAS system • If the TDSP determines that 15-minute interval data cannot be provided, ERCOT will perform the edit with the assistance of the TDSP so that reasonable data is available as per Protocols for Settlement billing • ERCOT recommends that during normal business hours, the TDSP should request to have ERCOT poll the meters to see that they are back in proper working condition and perform a load verification March 19, 2013 Version 13.0

  36. TDSP Access Notification Form TDSP ACCESS TO EPS METERING FACILITY NOTIFICATION FORM Version 13.0

  37. TDSP EPS Access Notification Form TDSP ACCESS TO EPS METERING FACILITY NOTIFICATION FORM Version 13.0

  38. Settlement Metering Access Communication –Settlement Metering Process – 030 (SMOG Appendix A) • Communication Requirements after Access to EPS Metering Facilities • Immediate Information Requirements After Site Access • The TDSP must communicate closely with ERCOT • During access periods to EPS Metering Facilities • To ensure accurate data is available for Initial Settlement • Such information shall be conveyed using voice communications • ERCOT MDAS (512-248-6500) at the conclusion of the access period • With a follow-up email sent to mreads@ercot.com March 19, 2013 Version 13.0

  39. Settlement Metering Access Communication – Settlement Metering Process – 030 (SMOG Appendix A) • Communication Requirements after Access to EPS Metering Facilities • Immediate Information Requirements After Site Access (continued) • Minimum information required following site access • Site name “as specified on the approved EPS Metering Design Proposal” • Meter serial number • Date and time period access occurred • Including the time the metering was out of service • Description of the performed work during such access period • The source the Settlement data will be available for such access period • Affects on metering accuracy and meter data • Including the time frames that accuracy or data was affected • The TDSP will assist ERCOT in the edit of any missing meter data Version 13.0

  40. Settlement Metering Access Communication – Settlement Metering Process – 030 (SMOG Appendix A) • Communication Requirements after Access to EPS Metering Facilities • Immediate Information Requirements After Site Access (continued) • Interval data requirements to support initial settlement after site access • Primary and Back-up meter existing at the location and only one meter’s data will be affected during the same settlement interval • ERCOT will use the data from the other meter to fill in missing data • Primary and Back-up meters exist at the location, BUT data is affected on BOTH meters during the same settlement interval or there is not a certified back-up meter • The TDSP shall provide other information and data to assist ERCOT in performing edits or estimation for missing intervals of meter data • Such information or data should be available by close of business the business day following access to EPS Metering Facilities • ERCOT will perform the edit with the assistance of the TDSP, so that reasonable data is available for Initial Settlement March 19, 2013 Version 13.0

  41. Review • A meter test was performed on 5-30-2012 with a standard that was certified traceable to NIST on 1-15-2012. Is the meter test valid? • What is the required notice for accessing an EPS metering Facility for an annual meter test? • Can NON-EPS equipment connected in the EPS metering circuit be accessed without notifying ERCOT? • What is the required notice for accessing NON-EPS equipment connected in the EPS metering circuit for planned maintenance? • Is the TDSP EPS Meter Inspector required to notify ERCOT before an EPS meter is removed from service? • Should a primary and back-up meter for any EPS metering point be removed during the same settlement interval? • For planned testing or maintenance of meter points where a certified back-up EPS meter is not available, is the TDSP required to make arrangements to assist ERCOT in the estimation of meter data for the metering point before the meter is removed from service? March 19, 2013 Version 13.0

  42. Lunch Version 13.0

  43. Settlement Metering Process 030 (SMOG Appendix A) Documentation • Documentation Requirements after Access to EPS Metering Facilities • Documentation Submission Requirements After Site Access • Any access to approved EPS metering Facilities shall be thoroughly documented by the TDSP • Documentation submitted to ERCOT • Timeframe for submittal of documentation • Dependent on the exact nature of the performed work • And the implications such work has on initial settlement • Example events to assist in understanding the documentation required after access to EPS metering Facilities on the following slides • Other documentation may be required depending on the nature of the performed work March 19, 2013 Version 13.0

  44. Settlement Metering Process 030 (SMOG Appendix A) Documentation • Documentation Requirements after Access to EPS Metering Facilities • EPS Meter Test (no changes to the meter) • EPS Meter Test Report • EPS Meter reprogramming that downloads “meter configuration files” • EPS Meter Test Report • MDAS Configuration Form • Pulse Multiplier Calculation Sheet (if changed) • Meter Multiplier Calculation Sheet (if changed) • EPS Meter Program details as downloaded from the certified meter March 19, 2013 Version 13.0

  45. Settlement Metering Process 030 (SMOG Appendix A) Documentation • Documentation Requirements after Access to EPS Metering Facilities • EPS Meter reprogramming that uses a specific command to set a specific parameter in the meter that is not used in the calculation of energy or does not map the storage of settlement data in the meter. • Confirmation that the explanation of the planned work on the “notification e-mail” was the actual work performed • E-mail confirmation of the date and time period the maintenance was performed • Confirmation statement that the meter program was not altered, except as specifically documented in the actual work performed March 19, 2013 Version 13.0

  46. Settlement Metering Process 030 (SMOG Appendix A) Documentation • Documentation Requirements after Access to EPS Metering Facilities • EPS Meter replacements • EPS Meter Test Report • MDAS Configuration Form • EPS Site Certification Form • Pulse Multiplier Calculation Sheet (if changed) • Meter Multiplier Calculation Sheet (if changed) • EPS Meter Program details in a text file format as downloaded from the certified meter March 19, 2013 Version 13.0

  47. Settlement Metering Process 030 (SMOG Appendix A) Documentation • Documentation Requirements after Access to EPS Metering Facilities • EPS instrument transformer replacements • If no ratio is not changed, following documentations are required: • EPS Site Certification Form • EPS Meter Test Report (Only phase angle and burden test data required) • Certification of instrument transformers by the TDSP (Manufacturer Test Report or PE letter) • If ratio is changed, following documentations are also required: • EPS Metering Design Proposal • EPS Meter Program details with EPS Meter Test Report (Accuracy test and phase angle/burden test) or updated multiplier calculation sheets. • MDAS Configuration Form (if changed) March 19, 2013 Version 13.0

  48. Settlement Metering Process 030 (SMOG Appendix A) Documentation • Documentation Requirements after Access to EPS Metering Facilities • Removal of any Facility wiring for site certification or site testing purposes • EPS Site Certification Form • Note: To get approval, phase angle data will be required. Otherwise, ERCOT will give provisional approval. • Communication failure that is external to the EPS Meter • E-mail confirmation of repairs including the following information • Site name • Meter serial number • Date and time period the repair was performed • Explanation of the performed repairs March 19, 2013 Version 13.0

  49. Settlement Metering Process 030 (SMOG Appendix A) Documentation • Documentation Requirements after Access to EPS Metering Facilities • Maintenance to non-EPS metering equipment that is connected to the EPS metering circuit • Testing or programming that does not require the removal of EPS Meter Seals • Note: The testing of this equipment must not interfere with the accuracy of the energy measured and recorded by the EPS meter, while such equipment is being tested. • Confirmation that the explanation of the planned work on the “notification e-mail” was the actual work performed • E-mail confirmation of the date and time period the maintenance was performed • Replacement, removal or addition of non-EPS metering equipment that is connected to the EPS metering circuit • Explanation of the planned work on the “notification e-mail” • Confirmation of the date and time period the maintenance was performed • EPS Meter Site Certification Form March 19, 2013 Version 13.0

  50. Access Notification Tracking • ERCOT will enter the information about the site access in a database and send the TDSP an e-mail which will list the required documentation for the type of access that ERCOT believes has taken place • ERCOT will document the date that they receive the documentation from the TDSP in the database. ERCOT will send another e-mail to the TDSP once all documentation has been received informing them ERCOT has received the documentation and it is pending review by ERCOT • If ERCOT does not received the documentation within 30 days they will send an e-mail reminding the TDSP about the required documentation and continue to send e-mail reminders every 30 days thereafter until the documentation is received March 19, 2013 Version 13.0

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