1. Working Group Meeting #2 Measurement, Metering and Settlement:
Storage Behind the Utility Meter
D in R
March 5, 2018
9:30 am to 4 pm

2. Remote Participation Conference Line: 1-866-830-4003
Participant Code:
WebEx
Meeting number:
Password: !Energy1

3. Agenda 9:30 – 10:00 am Introduction & Overview 10:00 – 11:00 am
Introductions and Safety Talk
Process Update
10:00 – 11:00 am
Informal Panel Discussion: Retail and Wholesale Measurement, Metering and Settlement for Storage Behind the Meter
PG&E
SCE CAISO
11:00 am – noon
Informal Panel Discussion: Issues and Recommendations for Modifications to Current Processes
Stem
CPUC
Noon – 1:15 pm
LUNCH
1:15 – 2:30 pm
Develop List of Issues & Venues
2:30 – 3:45 pm
Report Section Writing & Open Discussion
3:45 – 4 pm
Wrap up & Next Steps

4. Safety and Emergency Information
In the event of an emergency, please proceed calmly out the exits.
The evacuation site is the Garden Plaza area between Herbst Theater and the War Memorial Opera House Buildings, on Van Ness
Exit the building at the Main Entrance at Van Ness and McAllister streets, cross McAllister Street, pass Herbst Theater and enter the plaza.

6. Update – Schedule of Meetings
Meeting 3 – March 13th: Appropriate metering, measurement, and accounting for in front of the meter (IFOM) storage resources
Meeting 4 – March 28th: Ensuring Resource Performance:  Rules 6 – 10; Enabling Distribution Level Resources to Participate in a DERA
Meeting 5 – April 5th: Ensuring Resource Performance:  Rules 6 – 10,
changed from April 4th continued; DERA, continued
Meeting 6 – April 20th: Incrementality and Compensation:  Rule 11
changed from April 19th
Meeting 7 – May 3rd: Incrementality and Compensation:  Rule 11, Continued
Meeting 8 – May 17th: TBD
Meeting 9 – May 31st: TBD
Meeting 10 – June 7th: Report Update
Report Schedule
First Draft: June 29, 2018
Informal Comments on Report: July 13, 2018
Edited, Final Draft: August 1, 2018
Report due: August 9, 2018

7. Use Cases
BTM storage providing customer level services to the customer BTM as well as providing a load drop to the market, and providing RA to an IOU, as well as distribution level services to a DSO. NEM & Non-NEM. DERP & PDR.
BTM storage providing customer level services to the customer BTM as well as selling directly into the market, providing RA to an IOU, as well as distribution level services to a DSO. NEM & Non-NEM. DERP & NGR.
BTM storage providing customer level services to the customer BTM as well as providing a load drop to the market, providing RA to an IOU, as well as transmission level services to the ISO. NEM & Non-NEM. DERP & PDR.
BTM storage providing customer level services to the customer BTM as well as selling directly to the market, providing RA to an IOU, as well as transmission level services to the ISO. NEM & Non-NEM. DERP & PDR.
BTM storage providing customer level services to the customer BTM as well as distribution level service to the DSO and transmission level service to the ISO. NEM & Non-NEM.

8. Informal Panel Discussion Retail and Wholesale Measurement, Metering and Settlement for Storage Behind the Meter Current Rules and Practices

9. Panel 1: Current Processes & Configuration
Metering, Measurement and Settlement for Behind-The-Meter (BTM) Storage
Panel 1: Current Processes & Configuration
MUA Workshop – March 5, 2018

10. Focus on CAISO’s DR Provider Agreement for BTM Storage Wholesale Participation

11. Current Metering Rules for BTM Storage Participating in DR
Retail
(CPUC’s jurisdiction)
Wholesale DRP-A
(CAISO’s jurisdiction)
CPUC’s rules to be associated with CAISO’s MGO configuration need to be developed (cf. next panel discussion)
CAISO introduced other direct metering / sub-metering configurations for BTM storage with the Metering Generator Output (MGO) models in ESDER phase 1.
Both CPUC and CAISO allow metering at the whole premise level with one unique retail revenue meter. -

12. (CPUC’s jurisdiction) (CAISO’s jurisdiction)
Current Measurement / Baseline Rules for BTM Storage Participating in DR
Retail
(CPUC’s jurisdiction)
Wholesale DRP-A
(CAISO’s jurisdiction)
CPUC-approved alternative retail energy baselines to the 10-in-10 need to be developed (cf. next panel discussion)
CPUC retail capacity measurement are approved per DR tariffs and contracts
CAISO ESDER phase 2 proposed alternative wholesale energy baselines to the 10-in-10 (FERC’s approval pending)
No wholesale capacity measurement
Both CPUC and CAISO allow a retail & wholesale energy baseline based on a “10-in-10” methodology.

13. Current Settlement Rules for BTM Storage Participating in DR
Retail
(CPUC’s jurisdiction)
Wholesale DRP-A
(CAISO’s jurisdiction)
Settlement with DRP-A is strictly on the dispatched load reduction. The charging and discharging of the BTM battery enrolled in DR remains governed by the customer’s retail rate: DRP-A allows the LSE function to remain intact and eliminates the risk of wholesale / retail bleeding.

14. R.15-03-011: Storage MUA working group
Jill Powers
Infrastructure and Regulatory Policy manager
3/5/2018

15. Topics What is EDAS? ISOME vs SCME
Distributed energy resource SCME process and the SQMD plan
Sub-metering and the Meter Generator Output performance methodology requirements

16. What is EDAS? Revenue Metering via: Direct Telemetry via:
Energy Data Acquisition Systems Team (EDAS) is responsible for engineering requirements and standards for:
Revenue Metering via:
Approved CAISO Meters
CAISO Inspected and Certified
Direct Telemetry via:
DNP devices using SSL or Dispersive Technology™
RTUs, PLC’s, Control Systems
SSL Terminators e.g. Load balancers
Resource Interconnection Fair on March 6, 2018 at its headquarters in Folsom, California.  This event is open to the public

17. ISO Metered Entity (ISOME) Vs SC Metered Entity (SCME)
ISOME: The CAISO directly polls the meters, and the ISO performs the validation, estimation and editing to produce Settlement Quality Metered Data (SQMD).
SCME: The Scheduling Coordinator polls the meters, performs the validation, estimation and editing and submits the resulting SQMD to the CAISO.
Applies to all demand response and distributed energy resource aggregations

18. Metering Rules Enhancement (April 2017)
Expanded the SCME option to
Participating Generators
Qualifying Facility
Metered Subsystem
Utility Distribution Company
Tie Point meters
EIM entities.
Enabled market participants to forego certain costs associated with ISOME
Installing ISO Approved meters is not required
ISO Metering Inspection services are not required

19. SCME requirements applicable to distributed energy resource aggregations (DERA)
SQMD plan template captures
meter devices and configuration with single line drawing
data collection process
SQMD development process (calculation)
Must meet any local regulatory authority (LRA) requirements
Follows ISO new resource implementation (NRI) process
Modifications to approved SQMD plan require re-submittal
Includes additions to a DERA

20. BPM for Metering includes attachment G: technical metering specifications for DER Devices (if no LRA standards exist)
The standards referred to in this section apply when the relevant Local Regulatory Authority (LRA) has not set any standards.
General standards
revenue quality with 0.2 accuracy class
factory calibration
test equipment
accuracy test
safety
BPM for Metering

21. Additional information for SQMD Plan submission
SQMD Template
SQMD Template Tutorial
Operating Procedure 5750 – Submission and Approval Process

22. For demand response resources, the SQMD plan is met through the registration process
Approval required for use of Meter Generator Output options – ensures SCME sub-metering requirements are met

23. Sub-metering configuration enables use of a MGO performance evaluation method for PDR/RDRR
Demand response at the location can be separated into a pure load (facility) response and a behind-the-meter generation device’s response.
Measurement of the load’s response would employ a standard ISO Type 1 baseline using N minus G as a derived “virtual” meter quantity.
Measurement of the load offset by the generation device would use the MGO method using physical meter G.

24. Three options are supported with a sub-meter configuration
Option 1 – load reduction only
Load baseline is established using a derived meter value (N-G)
Option 2 – generation offset only
Performance is attributed to response of generation device (G)
Option 3 – load reduction and generation offset
Response of the load and generation device can be measured separately and combined

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26. Informal Panel Discussion Retail and Wholesale Measurement, Metering and Settlement for Storage Behind the Meter Recommendations for Modifications to Current Processes

27. Panel 2: Open Issues & Challenges
Metering, Measurement and Settlement for Behind-The-Meter (BTM) Storage
Panel 2: Open Issues & Challenges
MUA Workshop – March 5, 2018

28. Proposed Approach
Identify all/ most open issues on Metering, Measurement and Settlement for BTM storage participating in wholesale market via DRP-A
PG&E has started to identify here some challenges
List can be developed further in the afternoon session, with the goal to build consensus on the open issues that need to be addressed
Establish where the resolution of the identified open issues should be tackled. Coordination may be required between MUA & other proceedings
PG&E has made here an initial straw proposal 
Straw proposal can be amended further in the afternoon session, with the goal to build consensus on where to resolve open issues

29. Metering Open Issues (1/2)
CAISO MGO Model A is “essentially identical to today’s PDR / RDRR configuration” and does not sub-meter the BTM storage.
CAISO MGO Model B has 3 distinct configurations (B1) where the load reduction only is participating and sub-metered (B2) where the BTM storage only is participating and sub-metered, and (B3) where both load and BTM storage are participating and sub-metered
CAISO MGO Model C severs the tie between the storage and the rest of the load on the customer premise, which essentially results into making the previously BTM storage into an IFM storage. The IFM storage then participates as NGR or participating generator.

30. Metering Open Issues (2/2)
Development of CPUC’s rules to be associated with CAISO’s MGO configuration Model B
Open Issue
Proposed Forum(s) for Resolution
Requirements for the sub-meter equipment
Rules and responsibilities for the sub-meter equipment
Sub-meter data accuracy requirements
Certification of the sub-meter
Demand Response Proceeding? General Rate Case?
Requirements for the sub-metered data
Rules and responsibilities for for data collection, vetting / VEE to applicable standards, storage
Coordination, management and processing of sub-metered data
General Rate Case?
Primary retail meter and Sub-meter interactions
Reconciliation of meter data management between the sub-meter and the whole meter premise for billing and settlement purposes
Enhancements to Utility’s systems
Enhancements to billing and other utility systems to provide a new Service Agreement / UUID to tag each BTM storage (and possibly other BTM devices in the future) so that it can be enrolled in CAISO’s DRRS.
General Rate Case? Electric Rule 24?
Cost Recovery
Identification of all related costs to the item listed above
Determination of who will bear the costs of direct metering initial implementation
Determination of who will bear the costs of direct metering Operations & Maintenance

31. Measurement Open Issues
Development of CPUC’s rules associated with measurement
Open Issue
Proposed Forum(s) for Resolution
FERC’s approval of CAISO’s alternative baseline methods (ESDER2) for energy settlements
CPUC’s approval of new wholesale energy baseline to be used for retail settlements
Requires FERC approval
CPUC DR proceeding
Should capacity measurement be different or de-coupled from energy baseline methodology
CPUC DR Proceeding

32. Suggestion for Afternoon Session
Brainstorm additional items that require attention and add to the list of open
Identify formal forums for resolution

33. Develop List of Issues and Venues

34. Use Cases
BTM storage providing customer level services to the customer BTM as well as providing a load drop to the market, and providing RA to an IOU, as well as distribution level services to a DSO. NEM & Non-NEM. DERP & PDR.
BTM storage providing customer level services to the customer BTM as well as selling directly into the market, providing RA to an IOU, as well as distribution level services to a DSO. NEM & Non-NEM. DERP & NGR.
BTM storage providing customer level services to the customer BTM as well as providing a load drop to the market, providing RA to an IOU, as well as transmission level services to the ISO. NEM & Non-NEM. DERP & PDR.
BTM storage providing customer level services to the customer BTM as well as selling directly to the market, providing RA to an IOU, as well as transmission level services to the ISO. NEM & Non-NEM. DERP & PDR.
BTM storage providing customer level services to the customer BTM as well as distribution level service to the DSO and transmission level service to the ISO. NEM & Non-NEM.

35. Venues and Issues Venue CPUC-approved contracts
CPUC-approved tariffs or program rules
CPUC rules & decisions
IOU/DSO practices
CAISO BPM
CAISO Tariff
ISO practices
Statute

36. Report Writing Process
Format: Report template distributed Friday, March 2nd.
Section Draft:
Designate 1-2 volunteers to lead drafting report section on issues discussed at this meeting, with input from WG.
First draft produced by April 5th meeting;
Discuss progress at that meeting, time permitting.
Distribute draft to Service List for R for comments.

37. Thank You! Rachel McMahon rachel.mcmahon@cpuc.ca.gov 415-703-1606

38. D – Remaining Issues
Compensation for CPUC jurisdictional services (narrowed to incrementality by OP 4);
Appropriate metering, measurement, and accounting for Multiple-Use Applications beginning with time-differentiated Multiple-Use Application first, then capacity-differentiated and, finally, simultaneous Multiple-Use Application. (WG expected to include BTM storage systems participating in NGR in this discussion.)
CPUC-jurisdictional enforcement of Multiple-Use Application rules, beyond that which is stated in this proposal. Such enforcement includes, but is not limited to, contract provisions;
Incrementality – any refinements to the preliminary rule set forth in this proposal;
Any modifications to CPUC-jurisdictional rules or tariffs in order to actualize the rules and principles set forth in this proposal;
Enabling a subset of a distributed energy resource aggregation to provide distribution-level services; and
Any other issues within the CPUC’s jurisdiction that the working group identifies.