Harmonisation Working Group 6

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Presentation transcript:

Harmonisation Working Group 6 Retail Market Harmonisation Working Group 6 NIAUR Offices, Belfast 14 December 2009

Private and Confidential Agenda Minutes from HWG3a/4/5 Matters Arising & Outstanding from previous HWG meetings Proposal Agreements for Data Processing, Aggregation and Billing Technical Workstream Any Other Business Next Meeting 2 Private and Confidential

Issues Outstanding from Previous HWG – To Close Report back on differences in the check digit algorithm From samples ESB and NIE have been unable to reproduce a difference Population of interval timestamps NIE will harmonise arrangements with ESB wherever timestamps are used within market messages Register Type Code ESB and NIE codes have different meanings E.g. 50/52 refer to kW; IS/ES refer to kWh Incomplete withdrawn meter reading sets in NI NIE will modify processing with withdraw and replace all readings, even though only some readings are in error Timing of issue of message 301N by NIE NIE propose to generate on quotation issue (as ESB) Most Suppliers requested this approach 3 Private and Confidential

Issues Outstanding from Previous HWG – Carried Forward NIE MPRN Website Data Publication Legal Review Including NIE updates to medical equipment details CER Consultation & CoP on Objection & Debt De-energisation CoP review – to detailed design Domestic de-energisation for non-payment through NI SIG 12 January Interval metering installation charges in NI This will be addressed through NI SIG Extension of CoS customer read window to D-5 (IGG status) Correct population of MIC start date 4 Private and Confidential

Unmetered Data Processing Proposal Agreement on Data Processing Unmetered Data Processing Data Aggregation DUoS Billing

Proposal Agreement – DP; DA; Billing We will briefly review Proposals presented on 1st December Proposal changes and clarifications made as a result of comments made– highlighted in red We will then Seek general agreement List exceptions to agreement Work on the items agreed as outstanding – requiring further work Refer other exceptions to next HSG (18th December) for decision Issue message guides Issue document summarising procedural changes NIE and ESB will issue separate documents There may be no changes and hence no document for ESB 6 Private and Confidential

Customer and MP Data Summary What key items have changed since HWG5 DUoS re-estimation consumption thresh-hold in NI amended Clarification on how message 252 is used to dispute a CoS read Approach to EUF calculation in NI to match ESB approach MPRN counts may not be populated by NIE on aggregation messages What remains the same Messaging Items not in red type What remains outstanding and is excluded from agreement t.b.a. 7 Private and Confidential

Data Processing - Messaging NIE will introduce the following messages Message 208 CoS Read Disputes Message 342 Interval Meter Export Messages 306W, 307W, 310W, 320W and 332W – Withdrawn Reading Messages 303R and 305 were already introduced by Enduring Solution NIE will not introduce the following messages Message 308 Load Factor Exceptions NHH MD metering is to be phased out in NI 8 Private and Confidential

Private and Confidential Data Processing – NHH Estimation Method (credit and multi-rate keypad meters) NIE will further refine estimating approach as follows Use equivalent period of previous year for registers with switched profiles Use immediate previous period for registers with standard profiles Profiles 1 and 3 are standard, profiles 2 and 4 are switched Following provisions continue to apply Base period must be a minimum length Minimum to be reviewed, NIE tends to be shorter than ESB Period length weighting to be applied using profiles If no period can be found matching criteria NIE will continue to use trend default Default values in NIE are dynamically maintained by type of installation ESB uses static default values Estimating approach proposed above more closely aligns to ESB approach ESB can optionally use equivalent period of previous year Approach has been shown to deliver accurate results EAC / Profile approaches tend to inaccuracy at the individual Meter Point level 9 Private and Confidential

Data Processing – Estimation Application To align with RoI; NIE will apply the method described on the previous slide in all the following circumstances: Estimation for DUoS billing when there is no scheduled read Excluding single rate keypad metering Estimation for Change of Supplier; excluding disputes Estimation when a closing read at meter removal, exchange, replacement or de-energisation cannot be obtained or validated Estimation to complete a set of readings when there are missing or invalid reads (so that the valid reads can be used) Estimation for meter read validation NIE do not currently propose to use the above method to estimate readings When interpolation is to be used (e.g. CoS disputes, MCR0165) NIE do not estimate in the following circumstances Change of legal entity (unless Change of Supplier is also occuring) CoLE is not settlement or DUoS relevant Change of usage (a DUoS estimate may be re-used) These areas are not aligned with ESB 10 Private and Confidential

Data Processing – Meter Read Validation NIE propose to modify validation routines as follows To introduce a deminimus advance below which any advance on an energised meter will be considered valid This will more closely align with a similar routine in RoI NIE will review high limits above which a meter advance must be manually confirmed In both NI and RoI high limits are based on a multiple of expected consumption estimated as previously described Currently these limits vary between NIE and ESBN (for example HHU/HHT limits are tighter in NI than in RoI) 11 Private and Confidential

Data Processing – Estimation Application Settlement Relevant Estimates When an estimate is settlement relevant usage factors are calculated and communicated using messages 300, 300S, 306, 307, 310, 320, 332 Estimates are settlement relevant in NI and RoI when they are made: for Change of Supplier; including disputes when a closing read at meter removal, exchange, replacement or de-energisation cannot be obtained or validated to complete a set of readings when there are missing or invalid reads (so that other valid reads can be used) for a Change of Usage 12 Private and Confidential

Data Processing – Usage Factors Calculation method for AUF (ESB) and AAC (NIE) aligns Calculation method for EUF (ESB) and EAC (NIE) does not align ESB use weighted average of previous 365 days AUF Weighting is based on profile coefficients NIE extrapolate from reading greater 46 weeks old NIE propose to adopt the same approach as ESB Weighting will be based on profile coefficients Suppliers requested a harmonised calculation Approach allows a future use of smoothing parameters NIE will retain proposal to set EAC to zero for long term vacant sites as described for the Enduring Solution When site becomes re-occupied EAC reset and message 300 is sent even if no reading 13 Private and Confidential

Data Processing – Usage Factors NIE proposes removal of usage factors at register level UFs will be provided at Meter Point/Timeslot level but not Register level Working practice will be developed to address issues that may arise Similar to WP005 implemented by ESB No Suppliers required retention of usage factors at register level However; two issues were raised by Suppliers: to resolve these Estimated consumption will be provided on message 320 at register level to help in first bill calculation On message 332 when there is new metering or a new connection with the same timeslot on more than one register EUF will be provided at timeslot but not register level Suppliers can divide the Timeslot EUF by the number of registers affected to obtain a register specific EUF In general NIE should not be fitting these metering configurations in future NIE cannot commit to holding a register specific EUF 14 Private and Confidential

Effective Dates Difference on re-energisation in NI enables re-energisation next day without a break in usage Design in RoI allows a short gap in usage for both next day re-energisation and for meter replacement and re-energisation on the same day

Effective Dates – CoS and CoLE Reads Change of Supplier Reading and Required Date (D) on message 010 Read Date = Required Date, at D, this is the Move Out Date New Supplier Move In is D+1, EUF effective from D+1 Change of Legal Entity Reading and Required Date (D) on message 016 Required Date is the Move In Date Reading is dated at D-1, the Move Out Date Move In Date is D, EUF effective from D

Message 210 Supplier Provided Read Schema Serial number mandatory on 210 (and 208) but remains optional on 010 and 016 Message also contains Party Contact Details segment

Message 303R Rejection of Supplier Provided Read Message 303R is used as a rejection of readings submitted using messages 010, 016 and 210 Message 303R is to be issued when Meter details are incorrect (010, 016 and 210) Readings are dated prior to the last DUoS bill (210 only in RoI) Readings are future dated (010 and 210 only in RoI) NIE will also issue message 303R as follows where ESB do not When meter reads are implausible Readings are provided for a CoLE with no date ESB will estimate readings in this scenario NIE do not estimate for CoLE Available Meter ID segment contain the actual metering details provided when message 303R is issued in response: When the meter details provided were incorrect

Message 303R Schema

Message 300 Meter Reading Schema (MPRN, Usage Factor and Remarks) Meter reader remarks used by NIE for now vacant / now occupied

Message 300 Meter Reading Schema (Meter and Register)

Message 300S Special Read (MPRN, Usage Factor and Remarks) Meter ID and Register Data are the same as for message 300

Message 305 Estimate Schema Used for non-settlement relevant estimates Therefore does not contain load profile (any profile change would be settlement relevant) Read status code, proposed by NIE in Enduring Solution, is not provided as has only one value

Message 306 De-Energisation Schema Message 307 Re-Energisation Schema (MPRN and Usage Factors) Meter ID and Register Data are the same as for message 300

Message 310 CoS Closing Read Schema (MPRN and Usage Factors) Meter ID and Register Data are the same as for message 300

Message 320 CoS Opening Read Schema (MPRN and Usage Factors)

Message 320 CoS Opening Read Schema (Meter ID and Register Data ) Estimated consumption provides details for first customer bill. It will be calculated by NIE using the same approach as an EUF

Message 332 Meter Works Schema (MPRN and Usage Factors) Generally AUF are not present for a New Connection Generally EUF are not present when all meters are removed

Message 332 Meter Works Schema (Removed Meters)

Message 332 Meter Works Schema (New Meters)

Message 332 Meter Works Schema (Retained Meters) Segment will be introduced into NI schema and used for retained meters Currently NI do not use the retained meter segment

Message 300W Withdrawn Reading Schema (MPRN Level)

Message 300W Withdrawn Reading Schema (Meter ID and Register Data ) Meter ID and Register Data schema are the same as for message 300 This was not previously the case in NI

Message 306W Withdrawn De-Energisation Schema Message 307W Withdrawn Re-Energisation Schema (MPRN Level) Replaces message 300W in NI Read date will no longer be available in NI Meter ID and Register Data are the same as for message 300W

Message 310W Withdrawn CoS Read Schema (MPRN Level) Replaces message 300W in NI Meter ID and Register Data are the same as for message 300W

Message 320W Withdrawn CoS Read Schema (MPRN Level) Replaces message 300W in NI

Message 320W Withdrawn CoS Read Schema (Meter and Register Level) Replaces message 300W in NI

Message 332W Withdrawn Meter Works Schema (MPRN Level) Replaces message 300W in NI Read date will no longer be available in NI Removed, new and retained meter segments follow the same format as 332 Usage factors will be removed from ESB message 332W (they are not used)

CoS Reading Dispute NIE to introduce message 208 to enable a Supplier to submit a replacement reading to settle a CoS dispute Only one Supplier is required to submit the 208 message NIE MRS will contact the other Supplier to obtain agreement Assuming agreement responses are: 310W and 310 to Old Supplier and 320W and 320 to New Supplier NIE to introduce a usage of message 252 to resolve a CoS reading dispute Read type E is used with reason code 04 to request estimate from an actual read NIE MRS will contact the other Supplier to obtain agreement to use of an estimate If NIE hold an actual read collected after the CoS, that read is used If NIE do not hold an actual read collected after the CoS, a special read is obtained Estimates are created by interpolation from the special read or actual read The special read may be chargeable if the original CoS read is upheld The special read is sent to the registered Supplier using message 300S. Responses containing the interpolated estimated CoS read are as per 208 Proposals match ESB processing and will be reflected in AP102a NB: In general where an actual read is less than an estimated or Supplier provided customer reading used for a Change of Supplier, the Change of Supplier reading will be reversed and replaced

Message 208 Replacement Reading Schema Serial number mandatory on 208 (and 210) but remains optional on 010 and 016 Message also contains Party Contact Details segment

Message 331 Interval Meter – ex Meter Works & CoS

Message 341 Interval Import Schema Alert Flag replaces Channel Status in NI (channel status had valid and invalid status codes) Both NIE and ESB accumulate data from multiple outstations into one record

Message 342 Interval Export Schema Both NIE and ESB accumulate data from multiple outstations into one record This message is sent to Suppliers nominated to receive data of distribution connected (NPE) Participant Generators and those registered in a Non Participant Export Arrangement

Private and Confidential Unmetered Supplies NIE will introduce the following messages Message 701 Unmetered Consumption Will be used by NIE as a result of Billing including CoS Loss Messages 700W and 701W – Withdrawn Inventory/Consumption Messages 700 was already introduced by Enduring Solution Will be further used to communicate changes after energisations/de-energisations have occurred Unmetered processes will remain unchanged in NIE for Annual confirmation Inventory update Inventory splits Inventory clarifications Message 700 was introduced for use under the enduring solution for these processes 44 Private and Confidential

Unmetered Supplies - Data Decisions on consumption determination remain open ESB use Burning Hours Calendar NIE may use Burning Hours or Profile depending on Procured System Methods are Equivalent NIE will not populate Group MPRN Group MPRN is optional field NIE does not group unmetered MPRNs Technical MPRN will always be populated This MPRN should also be used on registration messaging Meter Point Address is populated with Billing Address in NI 45 Private and Confidential

Private and Confidential Use of 700 series messages Message 700 Inventory New unmetered connection Change of inventory including energisation or de-energisation of all or part of the inventory Change of Supplier - Gain Message 701 Consumption Monthly billing Change of Legal Entity Change of Supplier – Loss – to Old Supplier Message 700W Inventory Withdrawal Reversal across a change of inventory Reversal across a Change of Supplier – Gain Message 701W Consumption (Billing) Withdrawal Billing reversal across monthly billing Billing reversal across a Change of Legal Entity Billing reversal across a Change of Supplier - Loss - to Old Supplier 46 Private and Confidential

Message 700 Unmetered Inventory Schema Unmetered Type Code has been changed to eight characters Message also contains Meter Point Address segment

Message 701 Unmetered Consumption Schema Consumption at MPRN level is the sum of consumptions at detail level Unmetered Type Code has been changed to eight character

Message 700W Withdrawn Inventory Schema Unmetered Type Code has been changed to eight characters Message also contains Meter Point Address segment

Message 701W Withdrawn Consumption Schema Unmetered Type Code has been changed to eight character

Data Aggregation - Messaging NIE will provide Suppliers with the 59x series of aggregation messages Messages 591, 595, 596 and 598 to Suppliers Messages 591, 595 and 598 contain gross import / export Message 596 will include import net of non-participant export Messages 594 and 597 to Participant Generators or to Suppliers nominated to receive messages on their behalf All responding Suppliers operating in the RoI market required consistency between RoI and NI and require messaging in order to: Reconcile settlement Reconcile purchases from generators Transact business with deminimus generators At least one Supplier preferred retention of NIE secure server files A potential design solution is to: Retain the current aggregation processes to generate secure server files Use the secure server files as an input to generating market messages Consequently NIE also proposes to retain the secure server files 51 Private and Confidential

Message 591 Non Interval Aggregation (by SU) MPRN Tally will not be used by NIE, subject to detailed design

Message 595 Interval Aggregation (by SU) Percentage of MPRN estimated is now optional to be used by ESB only. MPRN Tally will not be used by NIE, subject to detailed design

Message 598 Non Participant GU Aggregation It is also confirmed that Message 594 (Participant GU Aggregation) has the same structure as message 598 Messages can be provided to an associated Supplier

Message 596 Supply Copy SMO SU Aggregation

Message 597 Generator Copy SMO GU Aggregation Can be provided to an associated Supplier

Data Aggregation - Other NIE to provide EAC/AAC effective date on aggregation audit trail 57 Private and Confidential

Private and Confidential DUoS Billing The following processes remain unchanged in both jurisdictions: Tariff determination Billing and invoicing cycles NIE will not be introducing messages 507 or 507C Message 507C relates to designated disputes Thresshold for designated disputes in NI is 5% of entire bill Highly unlikely many disputes will reach this level Disputes continue to be handled manually Message 507 adds little value as a reconciliation if message 507C is not used 58 Private and Confidential

Private and Confidential MCR0165 MCR0165 was approved in RoI for adjustments to estimated bills NIE will align with the general intent of MCR0165 as follows Will apply when: The AUF calculated for a timeslot from a set of meter readings exceeds twice the value of the previous EUF for the timeslot This accounts for profiling and the longer read cycle in NI Two or more consecutive quarterly bills have been estimated ESB use a rule of three bi-monthly bills No actual readings or settlement relevant estimates have been billed in the last six months In the above circumstances NIE will Cancel and rebill all DUoS estimates since the last billed actual read Interpolate estimates on the basis of the current actual read Use message 305 to communicate re-estimates 59 Private and Confidential

DUoS Billing – Cancel and ReBill NIE cancel and rebill scenarios will be broadly consistent with ESB Examples of where cancel and rebilling occurs are: Valid actual read less than previous estimate (including Supplier provided reads) CoS readings are agreed to be replaced Meter readings are found to be incorrect Wrong Supplier is billed (e.g. CoS cancelled) Late capture of fieldwork completions completed before last DUoS bill MCR0165 scenario previous described 60 Private and Confidential

Private and Confidential DUoS Billing Previously communicated changes to be implemented by NIE are: Proposed as part of Enduring Solution Continuous Billing NIE to move to time-slicing approach when tariff changes occur This is the current ESB approach Change of usage to be handled as agreed at HWG5 Charges following a request to de-energise to be handled as agreed in HWG3a and 4 Estimation approach for billing NHH credit metering described earlier Use of message 305 when DUoS consumption is re-estimated and is not settlement relevant No further changes are proposed 61 Private and Confidential

Agreements and Exceptions Supplier exceptions to proposals for changes to NI processes 62 Private and Confidential

Technical Workgroup Issues Discussions ongoing regarding the following issues: Alternative Supplier ID Currently used for Supplier IDs under which electricity is traded through SEM and meters points are registered, but for which a physical EMMA does not exist Not used for suppliers who do not register meter points and trade through SEM Meter points where energy is retailed through third party (e.g. supermarket) that does not trade through SEM, must be registered under the Supplier ID that trades through SEM Technical / receipt acknowledgments Message reconciliation (message 602) Character sets Approach to validating / rejecting jurisdiction specific data codes used in other jurisdiction 63 Private and Confidential

Private and Confidential Any Other Business Messages and data fields renamed to be independent of interval length Baseline to include Message Schema - substantively complete single common document Data Codes - now agreed between ESB and NIE Data Definition Catalogue Message Guides – in progress initially separate for each jurisdiction Agreed Changes Document (for Market Procedures) separate for each jurisdiction 64 Private and Confidential

Private and Confidential Next Meetings To be announced 65 Private and Confidential