Advanced Metering Advanced Metering RuleRule

Christine WrightPublic Utility Commission of TexasJune 6, 2007

Retail Market WorkshopCOMET WG Meeting

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OverviewOverviewBackgroundHB 2129Staff’s GoalsRequirementsImplementation

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HB 2129HB 2129

Metering service to be provided by transmission and distribution utilities

PUC directed to establish surcharge for advanced metering– Recover costs of deploying advanced meters

to residential and non-residential customers (non-IDR)

– Rates based on costs, charged to customer classes receiving the service

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Advanced Metering RuleAdvanced Metering Rule Project initiated July 2005 Extensive consultation

– Manufacturers, retail providers, utilities, customer representatives

Rule proposed for formal comments November 2006

Reply comments January 2007 Workshops held in February & March Rule adopted May 2007

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PurposePurpose

Benefits of AMS to utility, retail providers, and customers

Permit utilities to recover costs though surcharge

Increase reliability of network Encourage dynamic pricing and demand

response Make better use of generation transmission

and distribution Provide more choices for consumers

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Applicability & DefinitionsApplicability & Definitions All electric utilities, except an electric

utility pursuant to § PURA 39.542(d)(1), is not subject to § PURA 39.107

Advanced Metering System (AMS): meters, associated hardware, software, communications systems, meter information networks, collects time-differentiated energy usage

Dynamic Pricing: retail pricing for electricity that varies during different times of day

Non-standard advanced meter: meter with functions in addition to AMS features in deployment plan approved by the commission

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DeploymentDeployment Rule does not require deployment,

but PUC by separate rule could order it

Deployment consistent with rule or PUC waiver is condition for surcharge

Six months prior to deployment or as soon as practicable an electric utility needs to file:

1. Statement of AMS Functionality2. Either a Notice of Deployment or Request for

Approval of Deployment3. Request for surcharge may be included

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Deployment PlanDeployment Plan Type of meter technology Type and description of communications

equipment Systems to be developed during

deployment period Timeline for web portal development Deployment schedule by specific area When monthly status reports will

commence Schedule for deployment of web portal

functionalities

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Progress ReportsProgress Reports

Available to market on a monthly basis following filing of its Deployment plan– Number of meters installed, listed by ESI

ID– Additional information can be listed but

is not required:•County•City•Zip code•Feeder numbers•Other geographic identification

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Mandatory FunctionsMandatory Functions

AMS features 25.130(g)Sets a floor, not a ceilingTechnology requirements:

– Utility shall not deploy AMS that has not been successfully installed previously

– At least 500 advanced meters in North America, Australia, Japan, or Western Europe

Waiver Provision

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Mandatory FunctionsMandatory Functions Remote meter reading Two-way communications Remote connection and disconnection* Time-stamping of meter data Direct, real-time access of customer and

retailer to meter data Fifteen-minute data Storage of data Open standards and protocols Communication with premises devices Upgrade capability

*Exception 25.130 (g)(1)(C)

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Meter Data AccessMeter Data Access

Capability to provide direct, real-time access to usage data to the customer and the customer’s REP:– Hourly data transmitted to the web

portal on a day-after basis– Staff using a stakeholder process, as

soon as practicable, subject to Commission approval, when and how 15-minute IDR data shall be made available

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CommunicationsCommunications

Capability to communicate with devices inside the premises, including but not limited to:– Usage monitoring devices– Load control devices– Prepayment systems through the

home area network (HAN)– Open standards and protocols

•ZigBee, Home-Plug, or the equivalent

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CommunicationsCommunications

Slide presented by TXU ED, March 2007

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SettlementSettlement

25.130 (h)It is the objective of this rule that ERCOT shall be able to use 15-minute meter information from advanced metering systems for wholesale settlement, not later than January 31, 2010

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Cost RecoveryCost Recovery

Surcharge to recover costs, following filing of deployment plan

Costs for customer class to be recovered from class

Surcharge recovers capital costs (and carrying costs) less expected operating cost savings

Surcharge may not exceed amount based on deploying one-third of meters each year

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Time of Use ScheduleTime of Use Schedule

Commission approval of a time of use schedule (TOUS) pursuant to ERCOT protocols is not necessary prior to implementation of the new TOUS

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ImplementationImplementation

Discussion forumhttps://www-1.ibm.com/QuickPlace/txprototype/Main.nsf

Continued WorkshopsImplementation ProceedingStakeholder Process

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ContactContact

Christine Wrightchristine.wright@puc.state.tx.us

David Smithsondavid.smithson@puc.state.tx.us

Rulemaking Project Webpagehttp://www.puc.state.tx.us/rules/rulemake/31418/31418.cfm