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Presented to ERCOT Retail Market Subcommittee March 13, 2002

Load Profiling Operating Guides (LPOG). Profiling Working Group Darryl Nelson, Chair. Presented to ERCOT Retail Market Subcommittee March 13, 2002. Summary of Approved Sections. Sections of LPOG Approved by RMS: Change Control Process for LPOG (2) Purpose of Load Profiling (3)

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Presented to ERCOT Retail Market Subcommittee March 13, 2002

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  1. Load Profiling Operating Guides(LPOG) Profiling Working Group Darryl Nelson, Chair Presented to ERCOT Retail Market Subcommittee March 13, 2002

  2. Summary of Approved Sections • Sections of LPOG Approved by RMS: • Change Control Process for LPOG (2) • Purpose of Load Profiling (3) • Guidelines for Load Profile Development (5) • Request for Changes to Load Profile Methodology (7) • Request for Changes to Load Profile Models (8) • kVa to kW Conversion (10)

  3. Summary of Approved Sections (cont’d) • Sections of LPOG Approved by RMS: • Validation of Load Profile IDs (11) • Requests for Changes to Profile Segment Definitions (12) • Requests for Changes to Weather Zone Definitions (13) • Load Profile Dispute Resolution Process (14) • Access to Load Profiling Materials (18)

  4. Goal for Today • Approval of Approach for 6 sections: • Profiling Working Group (4) • Load Profiling Methodology (6) • Load Profile IDs (9) • Load Research Samples (15) • Supplemental Load Profiling(16) • Load Profile Metering (17)

  5. Profiling Working Group Brief Overview • Purpose of Profile Working Group (PWG) • PWG Responsibilities • PWG Reporting Structure • PWG Membership • PWG Contact Information

  6. Goal for Today • Approval of Approach for 6 sections: • Profiling Working Group (4) • Load Profiling Methodology (6) • Load Profile IDs (9) • Load Research Samples (15) • Supplemental Load Profiling(16) • Load Profile Metering (17)

  7. Load Profile Methodology Background • This section details periodic evaluation of Load Profiling Methodologies • Requests for changing methodologies addressed in LPOG Section 6 • No retroactive application of a new methodology for Settlements

  8. Load Profile Methodology Timing • ERCOT will evaluate annually • Special circumstances may warrant a more immediate review • Evaluations will be presented to the PWG

  9. Load Profile Methodology Considerations for Evaluations • Load Profile Model performance • Methodology performance • Effect of proposed methodology • Practical implementation of proposed methodology

  10. Load Profile Methodology Possible Results of Evaluation • No changes to methodologies • Modify existing methodology • Implement alternative methodology

  11. Goal for Today • Approval of Approach for 6 sections: • Profiling Working Group (4) • Load Profiling Methodology (6) • Load Profile IDs (9) • Load Research Samples (15) • Supplemental Load Profiling(16) • Load Profile Metering (17)

  12. Load Profile IDs Assignment of Load Profile ID • General: • TDSPs are responsible for assigning Load Profile ID • Profile Decision Tree provides direction (on website) • Components of Load Profile ID: • Profile Type • Weather Zone • Meter Data Type • Weather Sensitivity • Time-of-Use Schedule

  13. Load Profile IDs Initial Assignment of Load Profile IDs • Profile Type 2 Segments • - Res or NonRes • - Consumption ==> Mar2000 thru Feb2001 • Weather Zone Zip code mapping for 8 WZs • Meter Data Type IDR or NonIDR • Weather Sensitivity ERCOT determines • Time-of-Use NoTOU or TOUxx • where xx = TDSP TOU code

  14. Load Profile IDs Assignment for New ES IDs • Profile Type 2 Segments • - Res or NonRes • - Consumption ==> Default • Weather Zone Zip code mapping for 8 WZs • Meter Data Type IDR or NonIDR • Weather Sensitivity ERCOT determines • Time-of-Use NoTOU or TOUxx • where xx = TDSP TOU code

  15. Load Profile IDs Validation of Load Profile ID Assignment ERCOT will validate according to LPOG Section 11

  16. Load Profile IDs kVA Metered Loads • TDSPs are responsible for providing monthly usage and demand data (if available) • If kVA only is metered, then the TDSP shall convert kVA to kW for proper assignment of Load Profile Ids • Any TDSP that measures kVA instead of kW must coordinate with the PWG to determine the power factor that will be used to estimate kW demand.

  17. Load Profile IDs Load Profile ID Assignment for Non-ERCOT • TDSPs are required to assign ESI Ids for all service delivery points within Texas, not just ERCOT. • TDSPs then must submit a Profile ID to ERCOT, even though not used in ERCOT settlements • Profile Ids for non-ERCOT areas must be different from ERCOT Profile Ids. • TDSPs can submit their own Profile ID names for non-ERCOT ESI Ids • Complete list of non-ERCOT Profile Ids will be maintained in Profile Decision Tree

  18. Load Profile IDs Load Profile ID Assignment for NOIEs • Gray-box removed; Resource ID issue resolved • Submit Load Profile Ids for ESI Ids that represent NOIE metering points • Default values for four of the five Profile ID components • Only weather zone must be determined • Profile Decision Tree contains details

  19. Load Profile IDs Assignments for Opt-In Entities • Opt-in entities are subject to all requirements detailed in this section for assigning Load Profile Ids • Opt-in entities shall be responsible for assigning and submitting all ESI Ids and their corresponding Load Profile Ids • Submission at least 120 days prior to effective start date of entry into open market.

  20. Load Profile IDs Processes to Change Profile ID Assignments • Outline • General info • Changes from Initial Validation • Changes from CR disputes • Changes from Annual Validation • Changes from Meter Changes • Changes away from Default Load Profile ID

  21. Load Profile IDs Processes to Change Profile ID Assignments • General info • ERCOT, a TDSP, or a CR may initiate a change • Assignments based on criteria in Profile Decision Tree • All communication via EDI specified by Texas SET, except for alternatives detailed in these LPOG • Changes to Load Profile ID assignment shall be effective with a specific meter read date • Known errors in assignment shall be changed retroactively to the meter read date when no error existed or six months, whichever is less

  22. Load Profile IDs Processes to Change Profile ID Assignments • Changes from Initial Validation • Currently in process • ERCOT will notify TDSPs of Profile ID discrepancies via an email with attached text file • Details of process are in Section 11, Validation

  23. Load Profile IDs Processes to Change Profile ID Assignments • Changes from CR disputes • CRs shall submit any requested change to the appropriate TDSP, in accordance with the procedures of the TDSP • If TDSP disallows requested change, CR can dispute to ERCOT • ERCOT makes final determination • TDSP submits change within 3 business days

  24. Load Profile IDs Processes to Change Profile ID Assignments Changes from Annual Validation This subsection is gray-boxed due to on-going discussions within PWG for implementation later this year.

  25. Load Profile IDs Processes to Change Profile ID Assignments • Changes from Meter Changes • Initial ESI ID creation and meter sets • Non-IDR to IDR • - IDR Requirement (> 1 MW) • - ERCOT monitors and produces monthly report • - CRs are responsible for requesting installation (30 days) • - TDSPs install IDR once request received • (60 days)

  26. Load Profile IDs Processes to Change Profile ID Assignments • Changes from Meter Changes (cont’d) • No TOU to TOU • - CR requests TDSP to install TOU meter • - TDSP has until second regularly scheduled meter read date to install • - Available TOU schedules can be found in the Profile Decision Tree • TOU to No TOU • - TDSP has option to replace TOU meter or leave in place, “virtual meter change”

  27. Load Profile IDs Processes to Change Profile ID Assignments • Changes from Meter Changes (cont’d) • Demand to No Demand • Gray-boxed while waiting on PRR309 approval • No Demand to Demand • - CR requests TDSP to install demand meter • - TDSP has until second regularly scheduled meter read date to install • - TDSP communicates to CR when expected meter change will take place

  28. Load Profile IDs Processes to Change Profile ID Assignments • Changes away from Default Load Profile ID • New ESI ID is initially assigned default Profile ID • - ResLowWR • - BusDemMedLF • Once 12 months of consumption is available, CR may request a change to the appropriate Profile ID • Residential ESI Ids can use 7 months from October to April to calculate winter ratio. • Criteria in Profile Decision Tree must be followed

  29. Goal for Today • Approval of Approach for 6 sections: • Profiling Working Group (4) • Load Profiling Methodology (6) • Load Profile IDs (9) • Load Research Samples (15) • Supplemental Load Profiling(16) • Load Profile Metering (17)

  30. Load Research Samples General Info • Load research sample data is required by ERCOT as the basis for developing and evaluating load profiles. • In the interest of reducing time of development and lowering associated costs for profiles in an open market, TDSPs and NOIEs provided all load research data to ERCOT used in the initial development of load profiles. • ERCOT will make use of TDSP and NOIE load research data to the extent such data are available and useful. • ERCOT plans to develop and arrange for implementation of its own load research samples.

  31. Load Research Samples TDSP Samples • Maintenance of existing samples • TDSPs are required by Protocols to maintain these samples to accuracy designed. • - Replacing sample points • - Replacing or repairing malfunctioning data collection equipment • - Maintaining and operating data collection and processing systems • - Providing annual reports to ERCOT

  32. Load Research Samples TDSP Samples • Notification to ERCOT • Any major change to the design of a sample requires TDSP to give ERCOT one year notice • Whenever practical, TDSPs shall give ERCOT one year notice for the following changes: • - New sample • - Rotating a sample • - Adding supplemental strata • - Bulk replacement of equipment or data collection systems • - Other changes to sample design or implementatiion

  33. Load Research Samples TDSP Samples • General Reporting Procedures • By April 1 of each year, TDSP will report to ERCOT the status of its load research samples and future plans for these samples, plus provide load research data • By September 1 of each year, TDSPs will report to ERCOT any major changes to the samples planned for the next year • When requested by ERCOT, TDSPs will provide load research data within 60 days • Data provided includes both individual premise and aggregated class estimates.

  34. Load Research Samples TDSP Samples • Required Information • For annual reporting and data transmittal • Certain fields in data files • Data dictionary • Sample design description • Key stats for each stratum • Estimates of annual peak load and accuracy measures • Plans for any future major changes • Description of any major changes in preceding 12 months

  35. Load Research Samples TDSP Samples • Additional Requested Information • For each stratum, alternate sample points installed and fraction of intervals with missing or bad data • For each class sample, definitions of rate classes applicable to the sample • Description of sample coverage

  36. Load Research Samples TDSP Samples Availability of Data Load research data provided to ERCOT from the TDSP will only be available to ERCOT for its use in load profiling.

  37. Load Research Samples TDSP Samples • Creation of New TDSP Samples • TDSPs that develop a new load research sample shall inform ERCOT of the plan to develop the sample • TDSPs will provide to ERCOT basic information about the population and sample design

  38. Load Research Samples ERCOT Samples General Info According to the Protocols, ERCOT is responsible for developing new load research samples if it determines that existing load research data are insufficient for profile development and maintenance.

  39. Load Research Samples ERCOT Samples • Availability of Data • ERCOT will provide descriptive information available on load research samples, in support of load profiling, according to Protocols 18.3.1. • Aggregate data from load research samples will also be made available to market participants by ERCOT • Gray-boxed language addresses availability of individual sample point data. This issue and possibly this whole subsection (15.2.2) might be superceded by rulings from new PUC Docket No. 25516

  40. Load Research Samples ERCOT Samples • Criteria of Standards • Samples will be designed to meet a standard of +/- 10% accuracy at 90% confidence • Review of achieved accuracy include: • - Accuracy of energy within certain time-of-use periods • - Demand at peak hour in each month • - Total energy consumption in each month • - Accuracy of load-weighted average price

  41. Load Research Samples ERCOT Samples • Creation of New Samples • Gray-boxed language addresses rights of data use by a third party. This issue and possibly this whole subsection (15.2.4) might be superceded by rulings from new PUC Docket No. 25516 • ERCOT will provide to the PWG basic information about the population and sample design

  42. Load Research Samples ERCOT Samples • Guidelines for Installing and Refreshing Samples • Decision to develop new load research samples will be based on ERCOT’s annual evaluation of models and methods. • Triggers include: • - Poor model performance in areas that have inadequate load research data • - TDSP plans to discontinue load research programs • - Current models are based on old load research data

  43. Goal for Today • Approval of Approach for 6 sections: • Profiling Working Group (4) • Load Profiling Methodology (6) • Load Profile IDs (9) • Load Research Samples (15) • Supplemental Load Profiling(16) • Load Profile Metering (17)

  44. Supplemental Profiling General Info According to Protocols 18.7, supplemental profiles should be developed for programs or pricing schemes that encourage a demand response to price in the retail market. Protocols details the development of two supplemental profiles and allows for development of other future supplemental profiles. The two supplemental profiles are: - Time-of-Use ==> currently available to CRs - Direct Load Control==>available in late 2002

  45. Supplemental Profiling Load Profiling for Time-of-Use • General Info • Per the Protocols 18.7.1.4: • CRs have the right to offer time-of-use schedules, but only those schedules associated with an existing TOU tariff within a TDSP service territory OR new schedules agreed to by the TDSP. • Implementation of new TOU schedules subject to ERCOT and Texas SET change control process • All TOU schedules must approved by PUCT • Restrictions on TOU schedules may change when metering becomes competitive

  46. Supplemental Profiling Load Profiling for Time-of-Use • Establishing New TOU Schedules • PUCT approval • MP submits approved TOU schedule to ERCOT • ERCOT makes necessary system changes to accommodate new schedule • Limitation of four TOU periods

  47. Supplemental Profiling Load Profiling for Time-of-Use • Timing of New TOU Schedule Implementation • ERCOT will implement new schedule within seven business days • Once TOU meter is installed and programmed to record kWh per the new schedule, the CR may begin submitting ESI Ids with a Load Profile ID reflecting this TOU schedule to ERCOT

  48. Supplemental Profiling Load Profiling for Time-of-Use Chunking Profiling Methodology Description Standard load profile is applied to monthly consumption, but energy for each TOU period in the load profile is scaled to equal metered energy for the TOU period.

  49. Supplemental Profiling Load Profiling for Time-of-Use • Evaluation of the Chunking Profiles • Assess general method based on profiles from other areas • Assess using load research data within ERCOT • Assess using data on customer characteristics within ERCOT • Revisions to TOU Profile methods

  50. Supplemental Profiling Direct Load Control • General Info • Each direct load control program is required to use a statistically representative load research sample on the DLC population as a load profile, per Protocols 18.7.2 • Unique process to determine DLC load profiles

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