MARS 867_03F ROR vs. Settlement vs. 810 Scenarios

MARS 867_03F ROR vs. Settlement vs. 810 Scenarios

ERCOTSeptember 2008

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Purpose:

• Facilitate discussion of how the REP of Record (ROR) history is maintained for ESI IDs with AMI meters, how/what usage is used in settlement and what is affiliated with the 810

– Currently - NIDR 867_03F - ERCOT stops the REP history with the day prior to the date received in the 867_03F at 23:59:59.

– With AMI - NIDR 867_03F will continue to be used to complete service orders and maintain the REP history. Therefore, ERCOT will continue to stop the REP history with the day prior to the date received in the 867_03F at 23:59:59. AMI IDR data provided via LSE file could be available through the stop date provided in the NIDR 867_03F at 23:59:59. This would be an extra day of usage where there is no ROR.

– Currently - IDR 867_03F - ERCOT stops the REP history with the date received in the 867_03F at 23:59:59.

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7/22 23:59:59

7/21 23:59:59

REP A Relationship

867_03F NIDR Data

MVO requested for 7/22/2008TDSP reads meter for MVO 7/22/2008 14:03:00Non IDR 867_03F is sent in with date of 7/22/2008

Current ERCOT System: Move Out Non-IDR

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Current ERCOT System: Move Out Non-IDR

REP of Record history:• Rep A Relationship exists from 1/1/2007 to current.

• Rep A submits a MVO for 7/22/2008.• MVO for Rep A is Scheduled for 7/22/2008.• MVO occurred 7/22/2008 14:03:00 – TDSP reads meter at this time.• TDSP sends Non IDR 867_03F with a stop date of 7/22/2008, which includes the usage that occurred on 7/22/2008 in the total kWh.• Non IDR 867_03F completes MVO with a stop date of 7/21/2008 23:59:59.

• This ESIID is available for settlement of operating days 1/1/2007 through 7/21/2008 (inclusive).

Non IDR Usage/810:• ERCOT loads the Non IDR 867_03F from the TDSP for 6/22/2008 – 7/22/2008 , which includes the usage that occurred on 7/22/2008 in the total kWh. • The usage stop time is interpreted as 7/21/2008 23:59:59 for ERCOT settlement.• The 810 from the TDSP to LSE is for 6/22/2008 – 7/22/2008, which includes the changes that occurred on 7/22/2008.

Settlement using NIDR data:• For all operating days between 6/22/2008 and 7/21/2008 (inclusive), the NIDR usage read loaded for this example will be used to scale the NIDR profile for settlement for each operating day. The scalar ratio is the meter read total kWh divided by profile total kWh.• ERCOT applies the backcasted profile to the ESIID Non-IDR monthly cumulative read data to convert data to 15 minute intervals.

ROR START STOPA 01/01/2007 00:00:00 current

ROR START STOPA 01/01/2007 00:00:00 07/21/2008 23:59:59De-energized 07/22/2008 00:00:00 current

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Example Non-IDR Load Profile for settlement

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Move Out Non-IDR using AMI for settlement

MVO requested for 7/22/2008TDSP reads meter for MVO 7/22/2008 14:03:00Non IDR 867_03F is sent in with date of 7/22/2008 to complete MVOAMI Interval data sent in through 7/22/2008 23:59:59

7/22 23:59:59

7/21 23:59:59

REP A Relationship

867_03F NIDR Data

AMI IDR DataUFE

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Move Out Non-IDR using AMI for settlement


• Rep A submits a MVO for 7/22/2008.• MVO for Rep A is Scheduled for 7/22/2008.• MVO occurred 7/22/2008 14:03:00 – TDSP reads meter at this time.• TDSP sends Non IDR 867_03F with a stop date of 7/22/2008, which includes the usage that occurred on 7/22/2008 in the total kWh.• Non IDR 867_03F completes MVO with a stop date of 7/21/2008 23:59:59.


Non IDR Usage/810:• ERCOT loads the Non IDR 867_03F from the TDSP for 6/22/2008 – 7/22/2008, which includes the usage that occurred on 7/22/2008 in the total kWh. This is not used for settlement.• The 810 from the TDSP to LSE is for 6/22/2008 – 7/22/2008, which includes the activity that occurred on 7/22/2008.

AMI IDR data:• Since the MVO occurred 7/22/2008 14:03:00, the TDSP will provide data to ERCOT for the complete operating day of 7/22/2008.

Settlement using AMI IDR data:• Settlement is based on the ‘ACTIVE’ status of the ESIID, the characteristics assigned and the usage. • In this example, last operating day for this ESIID for settlement is 7/21/2008. The ESIID is de-energized starting 7/22/2008, therefore, the AMI IDR data for 7/22/2008 would not be used in settlement.



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Example AMI IDR Load for settlement

7/21/08 - Used in Settlement 7/22/08 - Not used in Settlement

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7/22 23:59:59

REP A Relationship

867_03F IDR Data

MVO requested for 7/22/2008TDSP reads meter for MVO 7/22/2008 14:03:00IDR 867_03F is sent in with date of 7/22/2008 23:59:59

Current ERCOT System: Move Out IDR

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Current ERCOT System: Move Out IDR


• Rep A submits a MVO for 7/22/2008.• MVO for Rep A is Scheduled for 7/22/2008.• MVO occurred 7/22/2008 14:03:00 – TDSP reads the meter at this time.• TDSP sends IDR 867_03F with a stop date of 7/22/2008 23:59:59.• IDR 867_03F completes MVO with a stop date of 7/22/2008 23:59:59.


IDR Usage/810:• ERCOT loads the IDR 867_03F from the TDSP for 6/22/2008 00:00:00 – 7/22/2008 23:59:59.• The 810 from the TDSP to LSE is for 6/22/2008 00:00:00 – 7/22/2008 23:59:59.

Settlement using IDR data:• For all operating days between 6/22/2008 and 7/22/2008 (inclusive), the associated 96 intervals for each operating day in the IDR usage read loaded for this example will be used for each settlement.



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Example IDR Load for settlement

7/21/08 - Used in Settlement 7/22/08 - Used in Settlement

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Summary of all 3 examples

Scenario - MVO schedule for 7/22/2008 and TDSP reads meter 7/22/2008

14:03:00

ESIID Characteristics for Settlement

Rep of Record History

Profile Code Meter Type

867_03F Non-Interval

Usage867_03F

Interval DataAMI Interval Data

(LSE File) 810 Comments#1

Current – Using 867_03F NIDR to complete Service Order and NIDR usage for Settlements

start - 01/01/2008 00:00:00 stop - 07/21/2008 23:59:59

NIDR

start - 06/22/2008stop - 07/22/2008 (interpreted as 07/21/08 23:59:59)

-- --start - 06/22/2008 stop - 07/22/2008 (interpreted as 07/21/08 23:59:59)

#2

Using 867_03F NIDR to complete Service Order and AMIT LSE usage for Settlements

start - 01/01/2008 00:00:00 stop - 07/21/2008 23:59:59

IDR

start - 06/22/2008stop - 07/22/2008 (interpreted as 07/21/08 23:59:59)

--daily reads through 7/22/2008 23:59:59

start - 06/22/2008 stop - 07/22/2008 (interpreted as 07/21/08 23:59:59) ESIID not included in the

07/22 settlement due to stop time on service instance although usage is available.

#3

Current –Using 867_03F IDR to complete Service Order and IDR usage for Settlement

start - 01/01/2008 00:00:00 stop - 07/22/2008 23:59:59

IDR --start - 06/22/2008 00:00:00 stop - 07/22/2008 23:59:59

--start - 06/22/2008 00:00:00stop - 07/22/2008 23:59:59

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Number of orders completed by 867_03F

Orders Completed by 867_03 Final

Note: The number of MVOs where a MVI completed within one day was around 1,000 for a 3 month period.

countMove In Move Out

Move Out to CSA

SwitchMass Transition

Drops

Jun-08 12,168 78,458 1,654 2,387 45

May-08 11,811 70,052 1,847 3,702 562

Apr-08 10,775 71,131 1,572 4,274 n/a

Percentage

OfTotal

Completed Orders

Move In Move OutMove Out to

CSASwitch

Mass Transition Drops

Jun-08 5.53% 100.00% 4.42% 3.63% 0.14%

May-08 6.27% 100.00% 5.64% 7.33% 6.82%

Apr-08 5.87% 100.00% 4.96% 7.19% n/a

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Food for thought

• This presentation shows the example of a MVO completing with an 867_03F, as well as what happens in settlements and the 810.

• You could take this same example and apply it to MVI, MVO to CSA, Switch, etc.

• Options:

– Do nothing• Consider impacts to:

– UFE for settlement for MVO– Who is settled in the instance of a MVI, MVO to CSA, SWITCH, etc.

– Change the ROR date logic• Consider impacts to:

– MVO only solution – consider impact to ‘leap frogging’. – Stacking logic – What happens if we apply this across SWITCH, MVI, etc. as well? (a much larger impact)– Increase the volume of Siebel exceptions that ERCOT manages, if there is no change to TDSPs

sending data

• What’s next? For the interim AMI solution (PR 80027), are there any changes to the order completion process to account for AMI interval data available for settlement that need to be included in the project requirements?

Documents

MARS 867_03F ROR vs. Settlement vs. 810 Scenarios