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MDP_PRO_0032
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This market manual may contain a summary of a particular market rule. Where provided, the
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Document ID
MDP_PRO_0032
Document Name
Issue
Issue 26.0
Effective Date
Date
1.0
June 8, 2000
2.0
October 2, 2000
3.0
January 4, 2001
4.0
5.0
6.0
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8.0
9.0
10.0
11.0
12.0
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December 5, 2002
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June 4, 2003
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June 2, 2004
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September 1, 2004
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December 8, 2004
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December 7, 2005
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June 7, 2006
24.0
December 6, 2006
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26.0
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Related Documents
MDP_PRO_0032
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Document ID
Document Title
IMP_PRO_0058
MDP_PRO_0014
MDP_PRO_0033
MDP_PRO_0045
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Table of Contents
Table of Contents
Table of Contents...................................................................................................... i
List of Figures ......................................................................................................... iii
List of Tables .......................................................................................................... iv
Table of Changes ..................................................................................................... v
Market Manuals ........................................................................................................ 1
Market Procedures................................................................................................... 1
1.
2.
Introduction ...................................................................................................... 2
1.1
Purpose .............................................................................................................2
1.2
Scope ................................................................................................................2
1.3
1.4
1.5
1.6
1.7
2.2
2.3
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Table of Contents
2.4
3.
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3.2
3.3
3.4
ii
........................................................................................................... 1
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List of Figures
List of Figures
Figure 21: Work Flow for Metering Data Validation, Estimation, and Editing (VEE) ...........15
Figure 22: Work Flow for Meter Trouble Reports ...............................................................16
Figure 22: Work Flow for Meter Trouble Reports (continued) ............................................17
Figure 22: Work Flow for Meter Trouble Reports (continued) ............................................18
Figure 23: Work Flow for Quarantining a Meter .................................................................19
Figure 24: Work Flow for Managing the Effect of Power Switching (PS) Operations on
Metering Data ..............................................................................................................21
Figure 24: Work Flow for Managing the Effect of Power Switching (PS) Operations on
Metering Data (continued) ............................................................................................22
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iii
List of Tables
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List of Tables
Table 21: Legend for Procedural Work Flow Diagrams ..................................................... 14
Table 31: Metering Data Validation, Estimation, and Editing (VEE) ................................... 24
Table 32: Procedural Steps for Meter Trouble Reports ..................................................... 27
Table 33: Procedural Steps for Quarantining a Meter........................................................ 48
Table 34: Procedural Steps for Managing the Effect of Power Switching (PS) Operations
on Metering Data ......................................................................................................... 52
Table E1: Power Outage Meter Trouble Report Decision Table ..................................... E1
iv
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Market Manuals
Market Manuals
The market manuals consolidate the market procedures and associated forms, standards, and policies
that define certain elements relating to the operation of the IESO-administered markets. Market
procedures provide more detailed descriptions of the requirements for various activities than is
specified in the market rules. Where there is a discrepancy between the requirements in a document
within a market manual and the market rules, the market rules shall prevail. Standards and policies
appended to, or referenced in, these procedures provide a supporting framework.
Market Procedures
The "Settlements Manual" is Volume 5 of the market manuals, where this document forms "Part 5.2:
Metering Data Processing."
A list of the other component parts of the "Settlements Manual" is provided in "Part 5.0: Settlements
Overview", in Section 2, "About This Manual".
Conventions
The market manual standard conventions are defined in the "Market Manual Overview" document.
End of Section
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1. Introduction
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1.
Introduction
1.1
Purpose
This procedure provides market participants and their metering service providers (MSPs) with the
process for data collection and validation of revenue metering data for the purpose of settlements.
The procedure includes:
processing meter trouble reports (MTRs) to investigate potential problems with revenue
meters; and
All references in the remainder of this procedure to meters or metering data should be assumed to
refer to revenue meters and revenue metering data.
1.2
Scope
This procedure is intended to provide market participants and their metering service providers with a
summary of the steps and interfaces between the metered market participant (MMP), the IESO, the
metering service provider and other parties for data collection and validation. The procedural work
flows and steps described in this document serve as a roadmap for applicants and the IESO, and
reflect the requirements set out in the market rules and applicable IESO policies and standards.
The overview information in Section 1.3, below, is provided for context purposes only, highlighting
the main actions that comprise the procedure, as set out in Section 2.
1.3
Some of the procedures in metering data processing are fully automated and do not require manual
intervention. As such, these elements of the process are not captured in the work flow diagrams in
Section 2 and are described here to provide background information on the overall process.
1.3.1
Metered market participants are required to make metering data available to the IESO as specified by
the market rules. Revenue Wholesale Meters must be capable of electronic, remote communication
with the IESO's meter interrogation system to transfer metering data. The IESO will publish on its
Web site the time period during which interrogations are performed. Market participants are
responsible for making metering data available to the IESO during this period. The IESO will make
reasonable efforts to inform market participants if metering data collection occurs outside the
interrogation period posted on its Web site, normally by posting a special message on the IESO Web
site to this effect. If remote acquisition of metering data becomes unavailable, the IESO will contact
the metered market participant or metering service provider to arrange an alternate means of
transferring the data.
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Metering data is collected automatically by the IESO's meter data collection application 1, which
attempts three interrogations of all metering installations daily.
Once communication with the metering installation is established, the meter data collection
application collects metering data from the installation, synchronizes the clock to 5 seconds of EST,
and imports it into its database. Metering installations that could not be contacted are treated as
validation errors by the meter data collection application. Causes of this problem include defective
modems, changed communication protocols, telephone line breakdowns, or other switching problems.
See Subsection 1.3.2, "Metering Data Validation, Estimation, and Editing (VEE)" for further
information on the treatment of such problems.
All metering data must be recorded for each metering interval except as otherwise provided in the
market rules. An intertie metering point shall record metering data in a manner consistent with the
applicable interchange protocol.
1.3.2
The raw metering data collected or received by the IESO are checked using the Validation,
Estimation, and Editing (VEE) process. The VEE process, which operates according to the settlement
schedule specified in the market rules, results in validated, estimated, or edited "settlement-ready"
metering data suitable for use in determining settlement amounts. This allows errors to be detected in
metering data resulting from improper operational conditions and/or hardware/software malfunctions,
including failures of, or errors in, metering or communication hardware, and from metering data
exceeding pre-defined variances or tolerances. All validation tests are performed automatically by
the meter data collection application.
The VEE process applies to two types of metering installations:
main/alternate metering installation, which includes two revenue quality meters: one main
meter and one alternate meter;
The VEE process uses the revenue metering data collected or received by the IESO from the main
and alternate meter, or from the stand alone meter. The metering data are evaluated using criteria
provided by the metered market participant/metering service provider, as appropriate, to validate raw
metering data. Metering data that fail validation result in a meter trouble report being issued to the
metering service provider responsible for that meter. Meter trouble reports are discussed in greater
detail in Subsection 1.3.4.
Validation tests common to all types of metering installations (stand alone, main/alternate) appear in
Appendix A.1. Data channel assignments for conforming Main/Alternate meters appear in Appendix
A.2. The meter data collection application performs some additional validation tests on
main/alternate (Appendix A.3) metering installations.
Market rules, Chapter 11, Section 1.1.1.419 identifies the definition of VEE standard as the part of the market
manual pertaining to metering entitled "Validating, Estimating, and Editing - Requirements for Validating,
Estimating, and Editing of Revenue Metering Data in the IESO - Administered Market". Appendices B, C, and
D of this market manual (Market Manual 5, Metering, Part 5.2: Metering Data Processing) comprise the VEE
standard.
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"Estimating" refers to the automatic estimations and/or substitutions performed by the meter data
collection application on metering data from single or main meters when the following validation
errors occur:
when data from an alternate is substituted for main metering data that has failed validation.
These estimates or substitutions replace the data that have failed validation and remain in place until
the meter trouble report is resolved (see Subsection 1.3.4, "Meter Trouble Reports"). There is no
estimation or substitution for alternate. Based on the resolution of the meter trouble report, the
automatic estimates may be retained, or replaced by actual metering data or edited metering data.
After resolving the meter trouble report, the metering service provider may propose an adjustment to
the estimated value, or to metering data that has failed validation; this comprises the "editing"
process. The IESO must agree to any proposed change prior to editing the metering data. Guidelines
for editing metering data exist for stand alone metering installations (Appendix C.1) and for
main/alternate.(Appendix C.2).
Totalization
Metering data is submitted for totalization with the appropriate version number and failed validation
flags. Meter trouble report findings relating to data that failed initial validation may necessitate edits
to the metering data and require the data to be sent again for totalization with a new version number.
When a communication failure occurs, no metering data may exist and the meter data collection
application creates estimates that it substitutes for the gaps (in main and single meters only). These
estimates are sent for adjustment and totalization until the meter trouble report is resolved and an edit
The IESO's meter data viewing application is MV-WEB. See the MV-WEB User Guide on the Technical
Interfaces page on the IESO Web site for more details on this application.
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is agreed to by the metering service provider and the IESO. Once the appropriate edit is performed,
the updated metering data is submitted for totalization with a new version number.
1.3.3
Metering Database
The IESO has established and maintains a metering database containing metering data transferred
from each registered wholesale meter.
The metering database includes original energy readings, substitutions, estimations, and calculated
values for that meter point and the totalized, adjusted, and allocated quantities at the summary meters
and delivery point for that metered market participant.
The metering data recorded in the metering database with respect to a registered wholesale meter is
confidential information and will only be made available to:
any market participant whose settlement statement is determined on the basis of the
metering data recorded in that registered wholesale meter;
any transmitter or distributor to whose system a facility with respect to which the registered
wholesale meter relates is connected; and
in addition, metered market participants may authorize other market participants to access
their specific delivery point data.
The market participant or metered market participant may query the metering database for the
purpose of reviewing the metering data to determine its correctness. Requests for meter data can be
made through the meter data viewing application, accessed via the IESO's market participant
interface system, or via a file transfer protocol (FTP) scripted by the market participant. Meter
readings may be requested by a single delivery point or for all delivery points to which a market
participant has access.
Market Participants can receive the meter data response file in EDI-867 format or, if using the meter
data viewing application, in ASCII text space delimited file format. The response file is downloaded
during the session using the meter data viewing application (or placed on the FTP server for
download by the market participant, where this mechanism is used). Multiple requests for individual
delivery points will result in multiple response files. A single request for all delivery points to which
the market participant has access will result in a single response file. See the "MV-WEB User
Guide" for more information on this application and the meter data that can be requested. A sample
EDI-867 meter data request file is available on the Technical Interfaces page on the IESO Web site
(http://www.ieso.ca/).
The market participant must advise the IESO if they have concerns about the validity of data. The
IESO can issue a meter trouble report to the metered market participants metering service provider
to resolve the issue.
The IESO may use collection systems operated by meter data agencies to collect metering data for its
metering database.
1.3.4
The IESO issues a meter trouble report to the metering service provider for each meter for which it is
responsible with data that fail the validation process, including missing data. Although most meter
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MDP_PRO_0032
trouble reports are initiated by the IESO, metering service providers and metered market participants
who experience difficulties communicating with a metering installation or validating their data may
also trigger a meter trouble report by contacting the IESO and requesting that the IESO issue a meter
trouble report. The metering service provider/metered market participant may request the IESO to
issue a meter trouble report for a meter that is suspect, has failed or has invalid data by sending a
request to the IESO MTR mailbox: MTR.Requests@ieso.ca Where the IESO has not already issued a
meter trouble report to address the problem identified by the metered market participant, it will do so,
where this is deemed necessary to resolve the problem. Where the IESO determines that a meter
trouble report is not required, it notifies the metered market participant and/or metering service
provider of its decision.
Market Participants should review the entries in the metering database in a timely manner so that
discrepancies can be addressed before the preliminary settlement statement is issued by the IESO.
Upon discovery of a metering error, the metered market participant shall immediately notify the
IESO of the error. If the metered market participant believes that the problem was caused by a
hardware or software malfunction at the metering installation, the metered market participant must
inform the IESO of this problem within one business day. The IESO will issue a meter trouble report
to the metering service provider for the affected meter to investigate the problem, perform repairs as
required, and provide substitute metering data in accordance with this procedure.
The market rules contain strict timelines with respect to meter trouble report processing. These
timelines are required to ensure prompt resolution of all meter trouble reports and maintain the
integrity of the settlements process. Metering service providers are expected to meet these timelines
and all exceptions are tracked by the IESO. Meter trouble reports that are not resolved within
timelines specified in the market rules can trigger sanctions and data estimates provided for in
Chapter 6, Section 11 against the metered market participant for the metering installation.
To access the meter trouble report system, individuals in a metered market participant or metering
service provider organization, require a User ID and password. To obtain a User ID, download the
following form from the IESO Web site and complete it as directed including the appropriate
signatures. Return the completed form to the IESO. The IESO will notify the user of the User ID and
password.
1.3.4.1
"IESO Workflow Access and User Identification" (IMO-FORM-1314): Check the box for
access to Meter Trouble Report.
IESO-generated MTR:
Day of Meter Trouble Report. The IESO is required to issue a meter trouble report to the
associated metering service provider and promptly notify the metered market participant
when it becomes aware of a potential defect or malfunction at a metering installation. This
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will normally happen the first business day following a trade day, when the IESO processes
validations from the data collection system and issues the meter trouble report.
One Business day Post Meter Trouble Report Notification. The metering service
provider is required to acknowledge receipt of a meter trouble report within one business
day of notification by the IESO. This rule ensures that receipt of the meter trouble report is
confirmed by the metering service provider.
Two Business days Post Meter Trouble Report Notification. The metering service
provider is required to resolve a meter trouble report within two business days of receipt of
notification of a meter trouble report from the IESO, unless the cause of the meter trouble
report is a malfunction of the instrument transformers. Note: In order to close a meter
trouble report, the IESO must agree to its resolution.
In the event of an instrument transformer failure, the metering service provider is required
to implement the Emergency Restoration Plan for the metering installation within two
business days post meter trouble report instead, and inform the IESO of the plan. The
market rules then allow the metering service provider up to twelve weeks to rectify an
instrument transformer malfunction.
Three Business days Post Meter Trouble Report Notification. Meter trouble reports that
remain open three business days or more post notification can trigger special provisions of
the "Market Rules" (Chapter 6, Section 11) dealing with late meter trouble reports that are
likely to have a significant impact on other market participants. The IESO sends a
notification, under these circumstances, to the metered market participant to which the
metered market participant must respond within one business day of receipt.
The notification requires the metered market participant to clarify that its metering service
provider will rectify the problem. Chapter 6, Section 11 of the "Market Rules" empowers
the IESO to implement data estimates if the meter trouble report remains open more than
three business days following issuance of this warning (two business days if the metered
market participant does not respond to the warning within one business day).
Four Business days Post Meter Trouble Report Notification. When the "significant
impact" provision has been triggered, the market rules require the metered market
participant to respond to the IESO notification by this day (one business day after the
warning).
Seven Business days Post Meter Trouble Report Notification. If the meter trouble report
is still unresolved by this day, the "Market Rules", Chapter 6, Section 11 empowers the
IESO to implement estimates referred to above.
1.3.4.2
The VEE and meter trouble report procedures intersect at several important points. These connections
are illustrated on the respective work flow diagrams in each procedure.
Validation failures trigger meter trouble reports. A meter trouble report is issued to the metering
service provider, and the metered market participant is notified that the report has been issued.
Most editing of metering data occurs because the metering service provider, has responded to the
meter trouble report, investigated the source of the validation error, and proposed amending the
metering data, or retaining the estimate or original data.
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1.3.4.3
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Metering Outages
All metered market participants may use the MMP Metering Outage Form to notify their metering
service provider and the IESO of any outages that will affect metering. The metering service
provider will use this information to resolve MTRs that have been issued. Appendix D shows a
sample of the form and instructions for completion.
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2. The alternate meter is compliant with market rules and Measurement Canada. It should be used
for settlement in the absence of validated main meter where possible to minimize the work effort
and maintain market rule timeliness in the meter trouble reporting process.
3. When main meter or stand alone meter has missing data:
where possible, the estimation market rules are used to establish the metering data, and
Treatment
Table E1 in Appendix Esets out the possible combinations of main / alternate and stand alone
situations that could exist and the proposed treatment, based on duration, by the IESO and MSP.
1.3.5
Quarantining a Meter
1.4
The market rules contain special requirements affecting metering data when certain conditions occur.
These conditions are described below.
1.4.1
As described in Section 1.3.4 of this document, the IESO can implement estimates of metering data,
when meter trouble reports are not resolved within specific periods. These estimates are described in
Chapter 6 Section 11.1.4, 11.1.4A, 11.1.4B, and 11.1.5 of the "Market Rules". These estimates
remain in place until the meter trouble report is rectified to the IESO's satisfaction. The following
rules apply to metering data subject to these estimates:
Metering data at a load are estimated at 1.8 times the self-cooled rating of the power
transformer or, if none exists, the highest hourly level of energy recorded for the load
during the 12-month period preceding the original meter trouble report date.
If the metering service provider resolves the meter trouble report and subsequently provides metering
data acceptable to the IESO for the period in which the estimates were created, the IESO replaces
those estimates with that metering data. The metered market participant/metering service provider
must make the metering data available to the IESO at least three business days before the final
statement date(s) for the trade day(s) affected. If the metered market participant/metering service
provider does not make the metering data available to the IESO by this deadline, the Chapter 6
Section 11.1.4 estimates will appear on the final statement.
1.4.2
When an error is discovered during an audit, test, or inspection of a metering installation, the market
rules require the IESO to determine the materiality of the error and make appropriate corrections to
metering data in the metering database. Errors are defined to be material when they exceed
prescribed limits of any measurement standard in the market rules.
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If the IESO cannot determine when the error arose, Chapter 6: Section 10.4.1 of the "Market Rules",
deems that the error arose half way between the most recent test or audit demonstrating compliance
with the relevant measurement standard and the time when the error was detected.
If the error is less than the prescribed measurement standard, the market rules require the IESO to
perform a "significant impact" assessment of the error on other market participants. If the error is
determined to have significant impact, the IESO must effect a correction to the metering data in
respect to the period in which the error occurred, or is deemed to have occurred.
1.4.3
Segregated mode of operation refers to registered generating facilities that use a portion of the IESOcontrolled grid to deliver electricity or physical services to a neighboring control area.
Market participants must obtain prior approval from the IESO before operating in segregated mode of
operation. Market participants have an obligation to zero the meter at the affected metering
installation when operating in this mode; this ensures that the participant is not paid by the IESO for
energy being delivered to another (non-IESO) control area. (Appendix 6.1, Section 1.2.1.7)
Because the power flow direction for transformers spans several intervals, metering data will be
adjusted to the following limits:
The IESO will deem metering data to read zero in cases where the market participant was operating
in segregated mode of operation but failed to set the metering data to zero during that period.
1.4.4
The operation of power switching (PS) devices at facilities with non-compliant metering installations
(MI) may affect the accuracy and integrity of metering data. Possible causes include the following:
Electrical separation of the Voltage Transformers (VTs) and Current Transformers (CTs)
that are part of a metering installation, causing the affected meter to read incorrect values as
the VT no longer measures the voltage at the CT connection point; and
By-passing of VTs while the CTs remain in service, and vice versa.
If not properly addressed, the above situations may result in metering errors and the issuance of
unnecessary meter trouble reports.
In order to ensure a minimum impact on the accuracy and integrity of metering data during power
switching operations, the market rules require the following:
1. The metering service provider is required to submit a power switching plan that identifies all
power switching devices that may affect the integrity and accuracy of metering data, and provide
an alternate source of metering data and any previously-approved adjustment required to correct
the affected data, including previously-approved loss adjustment factors. (See the "Market
Rules", Appendix 6.2, Subsections 1.1.1.2 and 1.6.11.6.3.)
2. The metering service provider is required to inform the IESO of any power switching operations
no later than 24 hours after the operation has taken place. (Appendix 6.2, Section 1.6.3.1 of the
Market Rules)
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3. The metering service provider submits the power switching information on "IMO-FORM-1464:
Notification of Power Switching Form" and emails it to the IESO at power.switching@ieso.ca.
4. Where power switching operations that affect metering data occur more than twice in any 12
month period, the metered market participant shall bring the installation into compliance within 8
weeks of notification by the IESO. (Appendix 6.2, Section 1.6.3.2)
1.5
1.5.1
This tool enables the metering service provider to provide the IESO, via email, with an MV-90
Master File. Metering service providers can either create the MV-90 Master File in MIRT, or import
the Master File into MIRT from MV-90, complete it, and then send it to the IESO.
1.5.2
MV-90
The MV-90 Production module is employed by IESO in order to collect, validate, estimate, and edit
metering interval data that is then transmitted to MV Star. In addition, the MV-90 Production module
will provide the information required to produce trouble reports.
1.5.3
MV-STAR receives metering data validated by MV-90 and generates totalization tables. MV-WEB is
the tool market participants can use to view and download market transactions.
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1.5.4
CDMS
The Customer Data Management System (CDMS) is designed to meet the business requirements for
the following business groups: System Capability, Market Entry and Metering Installation. The
CDMS system is used by the three groups for the creation and maintenance of facility technical data:
The CDMS system maintains relationships between Metered Market Participants (MMP), Metering
Service Providers (MSP), transmitters and/or distributors, and a delivery point (Resource).
Also, the CDMS system maintains profiles, permissions, privileges and accounts for MSPs,
MMPs. Once created and validated in CDMS, metering-relevant information, such as the delivery
point relationships, is replicated to other IESO systems, such as MV-STAR.
1.5.5
This system allows the IESO to issue a meter trouble report automatically with a failed validation or
manually as required in Settlements. The IESO and the metering service provider can communicate
to resolve an issue through the use of this tool.
1.6
12
identifying to the IESO an associated metering service provider for any metering data
errors discovered via metering database queries; and
obtaining prior approval from the IESO if operating in segregated mode of operation
and setting the meter to zero while in segregated mode of operation.
metering service providers (MSPs), who are responsible for responding to meter trouble
calls issued by the IESO for registered wholesale meters.
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1.7
1. Introduction
Contact Information
As part of the participant authorization and registration process, applicants are able to identify a range
of contacts within their organization that address specific areas of market operations. For Metering
Data Processing this contact will most likely be the Revenue Metering Market Contact Type as
indicated in CDMS, (Person/Section/Organization). If a market participant has not identified a
specific contact, the IESO will seek to contact the Main Contact in CDMS that is established during
the participant authorization process. The IESO will seek to contact these individuals for activities
within this procedure, unless alternative arrangements have been established between the IESO and
the market participant. For more information on CDMS and the participant authorization process see
Market Entry, Maintenance & Exit, Part 1.1 Participant Authorization Maintenance & Exit.
If the market participant wishes to contact the IESO, the market participant can contact the IESO
Customer Relations via email at customer.relations@ieso.caor via telephone, mail or courier to the
numbers and addresses given on the IESO Web site (www.ieso.ca or click on 'Have a question?' to
go to the 'Contacting the IESO' page). If outside the IESO Customer Relations normal business
hours, telephone messages or emails may be left in relevant voice or electronic IESO mailboxes,
which will be answered as soon as possible by Customer Relations staff.
End of Section
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2.
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The diagrams in this section represent the flow of work and information related to the data collection
and validation procedure between the IESO, the primary external participant involved in the
procedure, and any other parties.
Table 21: Legend for Procedural Work Flow Diagrams
Legend
Description
Oval
An event that triggers task or that completes task. Trigger events and
completion events are numbered sequentially within procedure (01 to 99)
Task Box
Shows reference number, party responsible for performing task (if "other
party"), and task name or brief summary of task. Reference number (e.g.,
1A.02) indicates procedure number within current Market Manual (1), subprocedure identifier (if applicable) (A), and task number (02)
Solid horizontal
line
Broken line
2.1
The following diagram represents the flow of work and information related to metering data
validation, estimation, and editing between the IESO, metering service providers, and metered market
participants.
The steps shown in the following figure are described in detail in Section 3, Table 3-1.
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MMP
MSP
IESO
01
Metering data error
suspected during
CR, audits, or tests
02
Meter data collected
from interogations
2A.01
Investigate error source
If MTR not required
If MTR required
2A.02
Correct error
03
Error corrected
Validation
passed
2A.03
Perform applicable validation as
per Appendix B
Validation
failed
04
Receive estimated
data
2A.04
Estimate, substitute or retain
metering data, as described in
Appendix C, and initiate meter
trouble report.
Meter trouble report
resolved within
applicable periods
2A.05
Perform edits based on meter trouble
report findings as per Appendix D
Meter trouble report
not resolved within
applicable periods
2A.06
Estimate metering data as provided in
CH 6 S 11.1.4A until meter trouble report
resolved to IESO satisfaction
2A.07
Submit metering data to meter
database.
05
VEE procedure
completed
Figure 21: Work Flow for Metering Data Validation, Estimation, and Editing (VEE)
Public
15
2.2
MDP_PRO_0032
The following diagram represents the flow of work and information related to meter trouble reports
between the IESO, metering service providers and metered market participants.
The steps shown in the following figure are described in detail in Section 3, Table 3-2.
MMP
MSP
IESO
02
MSP discovers
problem onsite
during meter
maintenance
01
MMP believes
metering data are
incorrect
2B.01
Request IESO perform meter audit
(see Part 3.9: Conformance
Monitoring) or ask MSP to
investigate problem
MSP
contacted
2B.02
Inform IESO of problem at
metering installation
03
Data fail validations
(From 2A.02) or
metering data error
identified during CR
2B.03
Review request to issue a MTR
and determine whether MTR is
required
Yes
No
Audit
requested
08
MMP notified of
decision
07
MSP notified of
decision
04
IESO cannot
comunicate
with meter or does
not receive data from
a check meter
06
Problem identified
through
performance
monitoring
2B.05
Receive and open MTR.
Acknowledge MTR receipt.
09
MTR notification
received
2B.04
Generate, log and send MTR to
MSP and notify MMP
By 3.00 pm next
business day
10
VEE process
triggered
11
3.00 pm next
business day
after MTR issuance
2B.06
Verify whether MSP received and
opened the MTR
2B.07
Determine whether MTR due to
failure of CT or PT
Within two
business days if
not due to CT/PT
failure
Within two
business days if
due to CT/PT
failure
2B.08
Implement Emergency Instrument
Transformer Restoration Plan
(EITRP) within two business days
of TR notification, notify IESO of
the implemented plan, and
perform applicable registration
procedure
12
Receipt status
confirmed
2B.10
Verify whether MSP satisfactorily
resolved MTR or notification of
EITRP implementation submitted
MTR
resolved
MTR not
resolved or
EITRP not
submitted
If EITRP
submitted
D
B
2B.09
Resolve MTR, submit MTR
resolution report, and metering
data adjustments, if applicable
13
Two business
days after MTR
issuance
C
Need to Quarantine
meter
14
Quarantine
meter process
16
Public
MSP
MMP
15
Within twelve weeks
of MTR issuance
IESO
16
Within twelve weeks
of MTR issuance
A
D
2B.12
Determine whether MTR resolved
within twelve weeks of MTR
notification
2B.11
Resolve MTR, submit MTR
resolution report, and metering
data adjustments, if applicable
No
significantt
impact
17
Outstanding MTR,
previously
determined to be not
significant by IESO,
is resolved
If MTR resolved
If MTR not
resolved
2B.16
Determine whether malfunction/
defect will have a significant
impact on other Market
Participants
Significantt
impact
F
2B.17
Submit MTR resolution report
and metering data
adjustments, if applicable
B
2B.13
Determine whether metering
data adjustments were
recommended
Yes
2B.15
Respond to clarifications from
IESO regarding recommended
adjustments
If adjustments
recommended
No
2B.14
Evaluate recommended
adjustments in consultation with
MSP. Agree to and record final
values
E
17
VEE process
triggered
Public
17
MDP_PRO_0032
MMP
MSP
IESO
18
Fourth business
day following MTR
notification
2B.19
2B.18
Notify MMP of its requirement to
inform IESO of its intended
remedy within one business day
MSP to
perform
remedy
19
One
business day after
remedy issuance
MSP to
perform
remedy
2B.21
Perform remedy and submit
metering data adjustments, if
applicable
2B.20
Verify whether MMP has indicated
its selected remedy
MMP does
not respond
or does not
remedy
problem
Remedy
completed
B
20
within
specified period
Remedy
completed
2B.22
Apply estimates provided for
in CH 6 S 11.1.4A after
specified periods
21
VEE process
triggered
22
VEE process edit
completed
(from 10 & 17)
2B.23
2B.25
Perform applicable procedure(s) in
Meter Point Registration
procedure and submit required
registration files
2B.28
2B.27
2B.24
Request MSP to perform
applicable procedure(s) in Meter
Point Registration procedure
2B.26
18
Public
2.3
Quarantining a Meter
The following diagram represents the flow of work and information related quarantining a meter.
The steps shown in the following chart are described in detail in Section 3, Table 3-3.
MSP
MMP
IESO
01
Meter is detected
as faulty or suspect
while conducting
tests or inspections
02
Determine need to
quarantine suspect or
faulty removed meter
2C.01
2C.02
Notification sent
Receive notification
2C.03
Receive notification
Quarantine the meter
Notification sent
2C.04
2C.05
Receive information
Evaluate results
Notify MMP of decision
Results
sent
2C.06
Receive decision
Determine if agree or
disagree with decision
Notify IESO of decision
Notification sent
2C.07
Recieve MMP decision
If MMP agreed, proceed to
closing MTR
Decision sent
Disagrees
06
Notice of
dispute
resolved
2C.11
2C.10
If MMP not satisfied, may
initiate a notice of dispute
Test results
failed
2C.08
Complete the edits using
estimates
05
If dispute not
resolved, MMP may
request Measurement
Canada to investigate
Results
passed
2C.12
Measurement Canada
notification
Notification
sent
03
Two business
days after notice
of dispute deadline
or resolution of
dispute
2C.09
04
Meter removed from
quarantine
Notification
sent
Public
19
2.4
MDP_PRO_0032
The following diagram represents the flow of work and information between market participants,
metered market participants, metering service providers, and the IESO, related to managing the effect
of power switching operations on metering data.
The steps shown in the following chart are described in detail in Section 3.5.
20
Public
MSP
MMP
IESO
01
MSP suspects that impending power
switching operation resulting from
operational planning may affect
integrity or accuracy of metering data,
and will not be automatically reported
to the IESO or corrected by
automated validation
02
Within 24 hours of
emergency power
switching operation
2E.01
A
2E.02
Receive notification;
acknowledge receipt and provide
MSP with logging number
2E.03
Receive acknowledgement and
logging number
2E.04
Evaluate proposed PS operation;
assess effect on metering data
and determine whether to disable
specific MTR triggers
03
Acknowledgement
and logging number
received
05
On scheduled date
of PS operation
2E.05
04
PS operation
evaluated; MTR
triggers to be disabled
identified, if required
2E.06
2E.07
2E.08
06
Data collection
monitored
Figure 24: Work Flow for Managing the Effect of Power Switching (PS) Operations on
Metering Data
Public
21
MDP_PRO_0032
MMP
MSP
IESO
B
A
Upon
restoration of
normal
conditions
2E.09
Notify IESO of emergency PS
operation; submit metering data
adjustments for the duration of
the PS operation; submit
totalization table information;
resolve any further issues with
the IESO
2E.11
2E.10
Receive notification; restore MTR
triggers, if appropriate; evaluate
adjustments as submitted;
resolve any inconsistencies with
the MSP. Register a new
totalization table, if required
2E.12
07
Metering data
adjustments submitted
and outstanding
issues resolved
2E.14
If PS
operations
occurred more
than twice
during the last
12 months
If PS
operations
have not
occurred more
than twice
during the last
12 months
2E.13
Notify MMP of requirement to
install new metering installation
or to bring existing installation to
full compliance
2E.15
Receive notification of intended
action
08
End of
procedure
Figure 24: Work Flow for Managing the Effect of Power Switching (PS) Operations on
Metering Data (continued)
End of Section
22
Public
3.
3. Procedural Steps
Procedural Steps
This section contains detail on the tasks (steps) that comprise the data collection and validation
procedure. The tasks in the following tables are illustrated in Section 2.
The tables contain seven columns, as follows:
Ref.
The numerical reference to the task.
Task Name
The task name as identified in Section 2.
Task Detail
Detail about the task.
When
A list of all the events that can trigger commencement of the task.
Resulting Information
A list of the information flows that may or must result from the task.
Method
The format and method for each information flow are specified.
Completion Events
A list of all the circumstances in which the task should be deemed finished.
Public
23
3. Procedural Steps
3.1
MDP_PRO_0032
The following table details the flow of work and information related to metering data validation, estimation, and editing between the IESO,
metering service providers and metered market participants. This is an internal process to the IESO that is provided for information.
The steps in the following table are illustrated in Section 2.1, Figure 2-1.
Table 31: Metering Data Validation, Estimation, and Editing (VEE)
Ref.
Task Name
2A.01
Investigate error
source.
Upon
identification of an
error in the
metering data
during the
Commercial
Reconciliation
process.
None.
None.
Error source
investigated by the
IESO.
2A.02
Correct error.
Following Step
2A.01, if meter
trouble report not
required.
None.
None.
Error corrected
internally by the
IESO.
2A.03
Perform applicable
validation as per
Appendix A.
Upon collection of
the interrogation
readings from
metering
installations at
each metering
interval.
None.
None.
Metering data
validated by the
meter data collection
application.
24
Task Detail
When
Public
Resulting Information
Method
Completion Events
3. Procedural Steps
Task Name
Task Detail
When
2A.04
Estimate, substitute
or retain, metering
data as described in
Appendix C, and
initiate meter
trouble report.
Upon metering
data failure of
validations
conducted in Step
2A.03.
2A.05
Upon
determination in
Step 2A.04 that
the meter trouble
report was
resolved within
applicable periods.
Public
Resulting Information
Method
Completion Events
MV-90 response to
metering data that
fails validation.
Meter trouble report
issued to the metering
service provider and
estimated data sent to
the metered market
participant.
None.
None.
Edits performed on
data that failed
validation.
25
3. Procedural Steps
MDP_PRO_0032
Task Name
Task Detail
When
2A.06
Estimate metering
data as provided in
CH 6 S 11.1.4 until
meter trouble report
resolved to IESO
satisfaction.
Upon
determination in
Step 2A.05 that
the meter trouble
report was not
resolved within
applicable periods.
None.
None.
IESO begins
estimates provided
for in CH 6 S 11.1.4.
2A.07
Submit metering
data to the
metering database.
None.
None.
VEE procedure
completed.
26
Public
Resulting Information
Method
Completion Events
3.2
3. Procedural Steps
The following table details the flow of work and information related to the issuing, tracking and resolution of meter trouble reports between the
IESO, metering service providers and metered market participants.
The steps in the following table are illustrated in Section 2.2, Figure 2-2.
Table 32: Procedural Steps for Meter Trouble Reports
Ref.
Task Name
Task Detail
The metered market
participant either requests
that the IESO perform an
audit of the metering
installation (as set out in
"Market Manual Metering,
Part 3.9: Conformance
Monitoring") or instructs
its metering service
provider to investigate the
problem.
When
Upon suspicion by the
metered market
participant that the
metering data are
incorrect.
Resulting
Information
Method
If audit required:
Request for Meter
Audit.
Metering service
provider instructed
to investigate.
As cited in "Market
Manual 3: Metering,
Part 3.9: Conformance
Monitoring".
Completion Events
Public
Audit requested of
IESO or metering
service provider
instructed to
investigate
problem.
Audit report
produced.
27
3. Procedural Steps
MDP_PRO_0032
Task Name
Task Detail
28
When
Resulting
Information
Method
Completion Events
MTR.Requests@ieso.ca
Public
3. Procedural Steps
Task Name
Task Detail
When
Resulting
Information
Upon receipt of a
request for a meter
trouble report from a
metered market
participant or metering
service provider or,
upon identification of an
error in the metering
data during the
Commercial
Reconciliation process.
Public
Method
Completion Events
Decision as to whether
meter trouble report is
warranted and actions
logged.
29
3. Procedural Steps
MDP_PRO_0032
Task Name
30
Task Detail
When
Resulting
Information
Method
Completion Events
Upon a determination in
Step 2B.03 that a meter
trouble report is
warranted.
Upon failing VEE
process validations
(from Step 2A.02).
Upon failure of the
metering data collection
application to
communicate with a
metering installation.
Upon identification of a
problem at a metering
installation through
performance
monitoring.
Upon failure of an audit
by a metering
installation or upon
determination that a
meter is not compliant
with requirements.
Data required to
complete the fields
of a Meter Trouble
Report form. Issue
it to the metering
service provider
for resolution, and
notify the metered
market participant.
Automatic completion
and issue via Internet
of a Meter Trouble
Report form for a
selection of
Communication or
Validation Failures;
Or
Automatic completion
and manual issue via
Internet of the meter
trouble report form for
a selection of
Communication or
Validation Failures;
Or
Manual completion and
issue via Internet of the
meter trouble report
form for reports of
failed Data Audits,
problems at a metering
installation, non
compliant meters, CR
data discrepancies.
Public
3. Procedural Steps
Task Name
Task Detail
When
Resulting
Information
Completion Events
Acknowledgement
of meter trouble
report Receipt.
If applicable, Late
Acknowledgement
message displayed on
IESO system.
Receipt status
confirmed by IESO.
Method
Public
31
3. Procedural Steps
MDP_PRO_0032
Task Name
32
Task Detail
When
Public
Resulting
Information
None.
Method
The metering service
provider conducts its
own investigation.
Completion Events
Determination rendered
as to whether meter
trouble report is due to
failure of CT or PT.
3. Procedural Steps
Task Name
2B.08 Implement
Emergency
Instrument
Transformer
Restoration Plan
(EITRP) within two
business days of
meter trouble report
notification, notify
IESO of the
implemented plan,
and perform
applicable
registration
procedure.
Task Detail
The metering service
provider implements an
Emergency Instrument
Transformer Restoration
plan (EITRP) to remedy the
meter trouble report within
two business days of meter
trouble report notification,
notifies the IESO of the
implemented plan, and
performs the applicable
registration procedure. The
EITRP must remain in
place until the CT or PT is
replaced.
When
Resulting
Information
Notification of
Within two days of
Implementation of
determining in Step
2B.07 that meter trouble EITRP.
report is due to the
failure of a CT or PT.
Public
Method
Completion Events
provider selects
"Yes" in boxes.
"Failure Type is PT
or CT?" & "EITRP
Implemented"
attaches pertinent
information if
required and returns
the meter trouble
report form to the
IESO via Internet.
The metering service
provider phones the
IESO Metering
Group, then sends an
email to
Metering.Installatio
ns@ieso.ca with
pertinent registration
details.
Transformer
Restoration Plan
implemented and
applicable registration
procedure performed
by the metering service
provider.
33
3. Procedural Steps
MDP_PRO_0032
Task Detail
When
None.
Verification of meter
trouble report
resolution or
Emergency Instrument
Transformer
Restoration Plan
submission completed.
34
Task Name
Public
Resulting
Information
Method
Completion Events
3. Procedural Steps
Task Name
Task Detail
When
Resulting
Information
Restoration Plan.
If the meter trouble report
is resolved, the IESO
proceeds to Step 2B.13.
If the meter trouble report
is not resolved (and an
EITRP notification has not
been submitted), the IESO
proceeds to Step 2B.16.
If the metering service
provider submitted an
EITRP, the IESO proceeds
to Step 2B.12.
If the meter trouble report
requires that the meter be
quarantined, the Quarantine
Meter process is followed.
Method
Completion Events
cause of problem
does not persist and
metering service
provider has
provided accurate,
accessible, complete
information,
or
If metering service
provider has selected
"Yes" in boxes.
"Failure Type is PT
or CT?" and
"EITRP
Implemented" of the
Meter Trouble
Report form, IESO
verifies that meter
Quarantine and reregistration have
processes have been
initiated.
Public
35
3. Procedural Steps
MDP_PRO_0032
Task Name
36
Task Detail
The metering service
provider resolves the meter
trouble report and submits
a report documenting the
actions taken to resolve the
meter trouble report to the
IESO The metering service
provider may also submit
metering data adjustments
to the IESO, if applicable.
When
Following Step 2B.08,
within twelve weeks of
meter trouble report
notification.
Public
Resulting
Information
Meter Trouble
Report resolution
report, and
metering data
adjustments, if
applicable, duly
justified by the
metering service
provider
Method
Completion Events
3. Procedural Steps
Task Name
Task Detail
The IESO determines
whether the meter trouble
report was resolved within
twelve weeks of meter
trouble report notification.
If the meter trouble report
was resolved, the IESO
proceeds to Step 2B.13.
If the meter trouble report
was not resolved, the IESO
proceeds to Step 2B.16.
When
Resulting
Information
None.
Following Step 2B.10
and within twelve weeks
of determining in Step
2B.07 that meter trouble
report is due to the
failure of a CT or PT.
Public
Method
Completion Events
Determination rendered
as to whether meter
trouble report was
resolved within twelve
weeks of notification.
37
3. Procedural Steps
MDP_PRO_0032
Task Name
38
Task Detail
When
Upon determination in
Step 2B.10 that meter
trouble report was
resolved; or
upon determination in
Step 2B.12 that meter
trouble report was
resolved; or
following resolution of
meter trouble report in
Step 2B.17; or
after remedy performed
by metering service
provider in Step 2B.21.
Public
Resulting
Information
None.
Method
Completion Events
Determination rendered
as to whether the
metering service
provider recommended
metering data
adjustments.
3. Procedural Steps
Task Name
Task Detail
When
Resulting
Information
Upon determination in
Step 2B.13 that the
metering service
provider submitted
metering data
adjustments.
2B.14 Evaluate
recommended
adjustments in
consultation with
metering service
provider Agree to
and record final
values.
2B.15 Respond to
clarifications from
the IESO regarding
recommended
adjustments.
Public
Method
Completion Events
Proposed
adjustments and
final values.
Clarifications
regarding
recommended
adjustments.
Telephone
conversations, followed
by emails to record
exchanges and agreed
adjustment values.
Clarifications
responded to by the
metering service
provider.
39
3. Procedural Steps
MDP_PRO_0032
Task Name
40
Task Detail
Where an metering service
provider does not:
resolve a meter trouble
report within two
business days;
implement an
Emergency Restoration
Plan within two
business days of
notification of a CT/PT
failure; or
install and register a
new PT or CT, as
required, within twelve
weeks of meter trouble
report notification,
The IESO assesses the
potential impacts/risks for
other market participants.
The IESO assumes that the
unresolved
malfunction/defect has a
significant impact on other
market participants unless
it is determined that the
metering data affected are
not significant.
If the unresolved meter
When
Resulting
Information
None.
Upon determination in
Step 2B.12 that the
metering service
provider has not
satisfactorily resolved
the meter trouble report;
or, upon determination
in Step 2B.10 that the
metering service
provider has not
satisfactorily resolved
the meter trouble report.
Public
Method
By default, late meter
trouble reports have a
significant impact on
other market
participants.
Exceptions are
determined by the
IESO.
Completion Events
Determination rendered
as to whether
malfunction/defect will
have a significant
impact on other market
participants.
3. Procedural Steps
Task Name
Task Detail
When
Resulting
Information
Method
Completion Events
Public
41
3. Procedural Steps
MDP_PRO_0032
Task Name
42
Task Detail
When
Following resolution of
outstanding meter
trouble report,
previously assessed to
not impact other market
participants.
Public
Resulting
Information
Method
Meter Trouble
The metering service
Report resolution
provider:
report and metering Completes the "MTR
data adjustments, if
Resolution Report"
applicable.
in the Meter Trouble
Report form,
attaches pertinent
information,
If applicable, selects
"Yes" in the box
"Metering Data
Adjustments"
submits proposed
data adjustments and
justification,
Returns meter
trouble report form
to the IESO via
Internet.
Completion Events
Meter trouble report
resolved and Meter
Trouble Report
resolution report and
applicable metering
data adjustments
submitted to the IESO.
3. Procedural Steps
Task Name
Task Detail
When
Resulting
Information
Notification letter.
Public
Method
Completion Events
Email to metered
market participant.
Metered market
participant completes
appropriate section of
the notification form,
sends it to IESO via
Internet.
Notification received
by the metered market
participant and
selected remedy for
meter trouble report
communicated to the
IESO.
43
3. Procedural Steps
MDP_PRO_0032
Task Name
44
Task Detail
The IESO verifies whether
the metered market
participant has
communicated its selected
remedy to the IESO within
one business day.
If the metered market
participant has responded
and has chosen to rectify
the problem, the metering
service provider proceeds
to Step 2B.21.
If the metered market
participant has not
responded within three
business days of receiving
the notification, or fails to
rectify the problem within
three business days of
receiving the notification,
the IESO proceeds to Step
2B.22.
When
One business day after
notice issued in Step
2B.18.
Public
Resulting
Information
None.
Method
Completion Events
as to whether metered
market participant has
communicated its
selected remedy to the
IESO.
3. Procedural Steps
Task Name
Task Detail
When
Resulting
Information
Following determination
in Step 2B.20 that the
metering service
provider will perform
the remedy within the
required timeframe.
Public
Method
Meter Trouble
The metering service
Report resolution
provider:
report and metering Completes the "MTR
data adjustments, if
Resolution Report"
applicable.
in the Meter Trouble
Report form,
attaches pertinent
information,
If applicable, selects
"Yes" in the box
"Metering Data
Adjustments"
submits proposed
data adjustments and
justification,
Returns Meter
Trouble Report form
to the IESO via
Internet.
Completion Events
Meter trouble report
resolved and Meter
Trouble Report
resolution report and
applicable metering
data adjustments
submitted to the IESO.
45
3. Procedural Steps
MDP_PRO_0032
Task Name
Task Detail
When
Resulting
Information
46
Public
None.
Method
Completion Events
Estimates applied.
IESO calculates and
applies estimates per
Chapter 6, S. 11.1.1.4A
for Preliminary
Statement of Trade
Days from the business
day Pre-Meter Trouble
Report until the meter
trouble report is
resolved to its
satisfaction.
Entries in Meter
Trouble Report form.
3. Procedural Steps
Task Name
Task Detail
When
Resulting
Information
Method
Completion Events
Request to
metering service
provider.
Notification by meter
trouble report.
Request sent to
metering service
provider.
Required
registration files.
As cited in Market
Manual 3: Metering,
Part 3.2: Meter Point
Registration and
Maintenance.
Applicable "Changes to
Metering installation
Registration" subprocedure conducted
and required
registration files
submitted to the IESO.
Public
Metered market
participant and
metering service
provider receive
notification from IESO
that meter trouble
report is formally
closed.
47
3. Procedural Steps
3.3
MDP_PRO_0032
Quarantining a Meter
The following table details the flow of work and information related to the quarantining a meter.
The steps in the following table are illustrated in Section 2.3, Figure 2-3.
Table 33: Procedural Steps for Quarantining a Meter
Ref.
Task Name
Task Detail
When
2C.01
Notify metering
service provider to
quarantine meter by
meter trouble
report; copy
Wholesale
Metering Group.
Upon the
discovery that a
meter is measuring
energy incorrectly.
2C.02
Receive
notification.
Following 2C.01.
2C.03
Receive
notification.
Quarantine the
meter.
Notification
received and meter
placed in
quarantine.
2C.04
Notify IESO of
accredited meter
verifiers test
results and provide
estimate, if failed
meter.
48
Public
Resulting Information
Request to metering
service provider.
Quarantined meter.
Method
Completion Events
Notification by meter
trouble report.
Notification by meter
trouble report.
Metered market
participant notified
of quarantined meter.
Notification by meter
trouble report.
Notification received
by the metering
service provider and
meter quarantined.
Information attached
to meter trouble
report by metering
service provider.
3. Procedural Steps
Task Name
Task Detail
2C.05
Receive
information.
Evaluate results.
Notify metered
market participant
of decision.
Following receipt
of the metering
service provider
submission.
Decision concerning
correct metering data.
Email.
Metered market
participant notified
of IESO decision.
2C.06
Receive decision.
Determine if
agree or disagree
with decision.
Notify IESO of
decision.
Following 2C.05.
Metered market
participant agreed or
disagreed with the IESO
decision.
Email.
Decision sent to
IESO.
2C.07
Receive metered
market participant
decision.
If metered market
participant agreed,
proceed to closing
the meter trouble
report.
Upon receiving
metered market
participant
decision.
Notification of decision.
Email.
IESO notified of
metered market
participant decision.
If metered market
participant agreed
with the IESO
decision, proceed to
2C.08 and .09.
2C.08
Meter failure
required estimate.
Data estimated or
retained.
Meter trouble report.
Edits to metering
data completed.
When
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Resulting Information
Method
Completion Events
49
3. Procedural Steps
MDP_PRO_0032
Task Name
2C.09
Trigger at two
business days after
the notice of
dispute deadline or
a dispute has been
resolved.
Removal notification
sent.
2C.10
If metered market
participant is not
satisfied, may
initiate notice of
dispute.
Following 2C.06.
Notice of dispute.
2C.11
Receive notice of
dispute.
Following 2C.10.
50
Task Detail
When
Public
Resulting Information
Method
Completion Events
Approval to remove
the meter from
quarantine sent to
metering service
provider. Meter
trouble report is
closed.
Notice of dispute
initiated.
Receipt of notice of
dispute.
3. Procedural Steps
Task Name
Notify IESO of
Measurement
Canada timelines.
Task Detail
If the dispute has not been
resolved with the IESO the
metered market participant
may request Measurement
Canada to investigate.
Measurement Canada will
inform the metering service
provider of the timelines for
the quarantined meter. The
metering service provider
sends notification to the
IESO.
When
Resulting Information
Method
Following
Measurement
Canada informing
the metering
service provider of
the timelines for
the quarantined
meter.
Public
Completion Events
Notification sent.
51
3. Procedural Steps
3.4
MDP_PRO_0032
Task Name
Task Detail
When
Resulting Information
Method
Completion Events
IMO-FORM1464, submitted
via email to
power.switching
@ieso.ca.
Submit IMOFORM-1310
"Totalization
Table Form" via
email to
totalizationtables
@ieso.ca
Notification of
impending power
switching operation
submitted to IESO.
Following Step
2E.01.
Acknowledgement of receipt;
logging number.
Email.
Notification of
impending power
switching operation
received by the IESO
acknowledgement
and logging number
sent to the metering
service provider.
None.
None.
Acknowledgement
and logging number
2E.03 Receive
The market participant
Following Step
acknowledgement and receives the acknowledgement
52
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3. Procedural Steps
Table 34: Procedural Steps for Managing the Effect of Power Switching (PS) Operations on Metering Data
Ref.
Task Name
logging number.
Task Detail
and logging number from the
IESO.
When
Resulting Information
Method
2E.02.
None.
Proposed power
switching operation
evaluated;
determination
rendered as to
whether the IESO
should disable
certain MTR
triggers.
Phone.
IESO contacted at
least 30 minutes
before scheduled
power switching
operation time.
Following Step
2E.05.
None.
MV-90
None.
None.
Data collection
monitored up to and
throughout power
switching operation.
None.
None.
Data collection
Following Step
2E.02.
Following Step
Public
None.
Completion Events
received by the
metering service
provider.
53
3. Procedural Steps
MDP_PRO_0032
Table 34: Procedural Steps for Managing the Effect of Power Switching (PS) Operations on Metering Data
Ref.
Task Name
Task Detail
When
are collected up to and metering data are collected up 2E.05.
throughout the power to and throughout the power
switching operation.
switching operation.
54
Resulting Information
Public
Resolution of outstanding
inconsistencies.
Method
Completion Events
monitored up to and
throughout power
switching operation.
IMO-FORM1464;
Submit IMOFORM-1310
"Totalization
Table Form" via
email;
Notifications
received, MTR
triggers restored,
metering data
adjustments
evaluated, and
outstanding issues
resolved with the
metering service
provider.
A new totalization
table is registered, if
required.
3. Procedural Steps
Table 34: Procedural Steps for Managing the Effect of Power Switching (PS) Operations on Metering Data
Ref.
Task Name
Task Detail
When
Resulting Information
Method
Completion Events
Following Step
2E.07, upon
restoration of
normal conditions.
Notification of restoration of
normal conditions, metering
data adjustments, resolution of
outstanding inconsistencies.
Phone (IESO MR
Hotline), fax
(metering data
adjustments).
IESO notified of
restoration of normal
conditions, metering
data adjustments
submitted, and
outstanding issues
resolved with the
IESO.
None.
MV-90
Metering data
adjustments applied
and recorded.
Upon
determination in
Step 2E.12 that
power switching
operations
occurred more than
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Notification sent to
metered market
participant.
55
3. Procedural Steps
MDP_PRO_0032
Table 34: Procedural Steps for Managing the Effect of Power Switching (PS) Operations on Metering Data
Ref.
Task Name
full compliance.
Task Detail
When
twice during the
last 12 months.
Resulting Information
Following Step
2E.13.
None.
Following Step
2E.14.
None.
Method
Completion Events
Notification received
by metered market
participant
notification of
intended actions sent
to the IESO.
None.
Notification of
metered market
participants
intended actions
received by the
IESO.
End of Section
56
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A.1
Overview
The validation software must be able to handle two types of metering installations:
1. Main/Alternate
2. Stand Alone
Only conforming meters make up a Main/Alternate, and stand alone metering installations.
Non-conforming meters make up a Non-conforming Main/Alternate, and Non-conforming stand
alone metering installations.
The main meter in any of these installations transmits the data to be validated. There are two general
methodologies for validating the main data:
3. Comparing it to another meter measuring the same power flow; or
4.
Comparing it to data previously gathered from the main. Data previously gathered from
the main is often referred to as historical data.
Data from the alternate meter in a main/alternate metering installation is of revenue quality and can
be substituted for the main meter data without legal implications. Because the two meters measure the
same power flow, and the loss between the installations is essentially zero, direct comparison to
alternate data provides the strongest possible assurance that the main data is correct.
The system will record the source of the data as redundant until the meter trouble report process
resolves the cause of validation failure.
The IESO shall limit comparison checks to one meter. If alternate is installed, the installation is
defined as main/alternate and the IESO shall collect data from the alternate.
In stand alone installations, no alternate data exists. The validation criteria is based on the historical
load pattern and alarms from the stand alone meter.
For stand alone installations, the metered market participant shall specify the criteria for some
validation tests. The metered market participant shall select the actual test criteria from the list of
options provided in the following sections and shall notify the IESO of the chosen process at the time
of registration. The default values specified below are based on operating experience and may be used
if the metered market participant has not specified test criteria.
Some validation criteria, deemed essential by the IESO, shall be mandatory. Trigger values for these
criteria may also be set by the IESO.
The above also applies to Non-conforming Main/Alternate and Non-conforming stand alone metering
installations.
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MDP_PRO_0032
A.2
A.2.1
A.2.2
A.3
The following tests are required for validation of main/alternate metering installations.
The assignment of channel numbers from Table 5.1 and Table 5.2 of Wholesale Revenue Metering
Standard Hardware ensures the main and alternate meters carry the same unit of measure and in the
same direction of energy flow.
If the assignments of channel numbers are different than those specified in the above referenced
Tables, then the meters are non-conforming, and the IESO should be consulted. 1
Energy Comparison in a main/alternate metering installation, for each one hour interval, the value in
channel 1 of the main shall be compared to the value in channel 1 of the alternate. If the difference
exceeds a predefined limit, validation fails and a meter trouble report shall be issued. The process
shall be repeated for channels 2, 3, and 4 of the main. The predefined limit shall be associated with
the main meter. The trigger level shall be changeable by the IESO and shall have a default value of
2% for channels 1 and 3 (kWh Delivered and kWh Received respectively) and a default value of
10% or less for channels 2 and 4 (knar Delivered and kVar Received respectively).
In a non-conforming main/alternate metering installation, for each one hour interval, the value of the
non-conforming main shall be compared to the corresponding value of the alternate. If the difference
exceeds a predefined limit, validation fails and a meter trouble report shall be issued. The process
shall be repeated for all kWh channels of the main meter. The predefined limit shall be associated
with the main meter. The trigger level shall be changeable by the IESO and shall have a default value
of 3% for all kWh channels (Delivered and Received). The kVar channels are not compared.
Voltage Check
The presence of V2h check is performed for each one hour interval on main meters only.
The V2h check consists of three steps (example for a three element meter):
1.
All three channels are summed and divided by three to calculate the average V2h value.
The assignment of channel numbers for a non-conforming main/alternate is much more difficult and should be
discussed with IESO staff prior to implementation.
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2.
Validation shall succeed, if the calculated average V2h value is between 17425
(132volts) and 10000 (100volts). In addition, validation shall succeed if the calculated
average V2h value equals zero. This validation is termed V2Havg.
3.
Each V2h channel (channel 5, 6, 7) is compared to the calculated average V2h value.
Validation for each channel shall succeed, if the value is between 6%. This validation
is termed V2H CHnn.
If the validation fails, a meter trouble report shall be issued indicating that loss of measuring voltage
is suspected.
Meters installed in delta power systems may have two voltage transformers instead of three. The
voltage check would be carried out on two channels but the process is identical.
Current Check
The presence of I2h is performed for each one hour interval on main meters only.
The current check consists of three steps that are procedurally the same as the voltage check (three
element meter):
1.
2.
3.
All three channels are summed and divided by three to calculate the average I2h value.
Validation shall succeed, if the calculated average I2h value is less than 56.25 (7.5amps).
This validation is termed I2Havg.
Each I2h channel (channel 8, 9, 10) is compared to the calculated average I2h value.
Validation for each channel shall succeed, if the value is between 50%. This validation
is termed I2H CHnn.
If the validation fails, a meter trouble report shall be issued indicating that loss of measuring current
is suspected.
Meters installed in delta power systems may have two current transformers instead of three. In this
case, the current check would be carried out on two channels but the process is identical.
The presence of V2h and I2h together is performed for each one hour interval on main
meters only. Validation shall fail, if the calculated average V2h value equals zero and the
calculated average I2h value is greater than zero. This validation is termed I2H V2H.
If the validation fails, a meter trouble report shall be issued indicating that loss of measuring voltage
is suspected.
a critical problem with the meter, including but not limited to:
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MDP_PRO_0032
parity error.
If any of the above error messages are detected, a meter trouble report shall be issued.
Alternate Meter: If the data is available in the event log of the alternate meter, the test shall be
repeated for the alternate meter.
For non-conforming meters, voltage and current checks are not validated.
Time Tolerance
All registered wholesale revenue meters will be validated for time tolerance. Three possible
conditions may occur:
1.
2.
The meter is greater than 5 seconds but less than 60 seconds, a time reset is
performed. 2
3.
A.4
The data collection system will carry out the following validation tests on the metering data
immediately following the data collection and delivery processes. These tests, which indicate possible
hardware concerns, will be carried out if supported by the remote end metering hardware and will be
applied to data originating from main/alternate, and stand alone metering installations.
1. Data Not Collected or Delivered
Validation failure if the data was not collected, or delivered, to the IESO and is termed
missing data.
2. Current and Voltage Checks
Detects loss of current and or voltage to the meter due to a failure of the supply from
one or more instrument transformers or tampering.
3. Meter Reading Vs Load Profile Type M
Checks for corruption introduced by the telecom system and checks the meter multiplier
If the meter can provide energy self reads this test is automated (Chapter 6 Section,
7.2.6 of the "Market Rules"). If the meter does not support energy self reads the
metering service provider provides readings according to Chapter 6 Section, 7.2.5 of
the "Market Rules".
4. Intervals Found Vs Intervals Expected
Calculates the number of intervals expected.
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5. Time Tolerance
Checks for synchronism of meter clock to EST
6. Number of Power Outage Intervals
Allows periods of zero primary power to be identified
7. Missing Intervals
Allows periods of missing data to be identified.
8. CRC/ROM RAM
Flag generated by the meter indicating failure of the internal electronics
9. Meter Clock Over Flow
Flag generated by the meter indicating failure of the internal electronics
10. Hardware Reset
Flag generated by the meter indicating failure of the internal electronics
11. Time Reset
Indicates the interval in which the meter clock time has been changed by an MV90
system, creating either a shorter or longer interval
12. Data Overflow on an Interval
Indicates that the meter is creating more pulses than it can record in an interval or
MV90 can accommodate in an interval
13. Number of Channels
The actual number of data channels from the meter does not match the number expected
at the data collector
14. Changed Device ID
The internal device identifier does not match the value registered at the data collector
15. Watch Dog Time Out
Reported by some recorders when a watchdog register is tripped or activated.
16. Parity Error
Determined by a parity error bit that is set by a recorder on a channel of data during
status check or read/write function.
A.5
Parameters for these validation tests are normally metering service provider defined, and submitted
during registration of the metering installation.
1. High/Low Limit on Interval
Specifies maximum and minimum interval demand, which if exceeded results in a
meter trouble report.
2. High/Low Limit on Energy
Specifies maximum and minimum energy, which if exceeded over the time period
being validated, results in a meter trouble report.
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MDP_PRO_0032
A.6
The following energy comparison test is carried out after the tests in Appendix A.1. It is applied to
data originating from a main meter and an alternate.
A.7
On an hourly basis the active and reactive energy or demand values in each channel of the
main meter is compared to the corresponding channel of an alternate.
The IESO uses these MV-90 settings to validate metering data from market participants.
Validation - General
Zero Interval Tolerance
Automatic Schedule Edit
Power Outage Interval Toler
Load Research File Update
Previous Peak Tolerance (%)
Demand/Energy File Update
Visual Demand Tolerance (%)
Print Events w/Validation
Billing Cycle Tolerance (Days)
Print Edit Log w/Validation
Automatic Validation
Extended Validation Report
Tolerance Type
Print Validation RPT
Spike Tolerance (%)
Spike Reference Peak
High/Low Usage Tolerance (%)
Max hours for PT to PT Est
A6
0
Yes
1
No
0
No
0
Yes
0
Yes
Yes
Yes
Multiplier Method
Rejected Only
0
0
0
1
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Validation - Editing
** Auto Plug **
Auto Plug Enabled
Auto Plug Option
Auto Plug Missing Days Limit
Auto Plug Reference Data %
Auto Plug Power Outage
Yes
Current Month
30
0
No
Engineering Units
1
Yes
Yes
Yes
No
Yes
No
Yes
No
Yes
No
Yes
Yes
Yes
Yes
Yes
Yes
Yes
No
No
Yes
No
Yes
No
No
Yes
Yes
No
Yes
Yes
Yes
Compare By Day **
Yesterday
Last Week
Last Month
**
Yes
No
No
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To Last Year
Compare
Curr To
Curr To
Curr To
MDP_PRO_0032
No
By Bill/TOU Period **
Extended Parameters No
Prev Period
No
Same Period Prev Yr No
End of Section
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Metering data that fail validation trigger MV-90 to retain, estimate, or substitute the data, depending
on the type of metering installation and validation error. The IESO submits this provisional metering
data to its metering database and initiates a meter trouble report to investigate the problem. Once the
meter trouble report is resolved, the metering service provider may suggest retaining or editing the
estimated or substituted data as described in Appendix C.
Main/Alternate
Communication Failures
Main meter passes validation, but alternate fails validation
MV-90 uses the main metering data "as is" and flags the alternate data with an appropriate flag.
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MDP_PRO_0032
End of Section
B2
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C.1
Under normal circumstances the metering service provider will have carried out a site investigation
within two business days of the meter trouble report and have determined the cause of the validation
failure. Based on the findings of the metering service provider the IESO shall manually edit the
metering data where necessary. The metering service provider may request that the metering data be
adjusted based on the findings on site. The adjustment shall be one or more of (1) a multiplier, (2) an
adder/subtractor or (3) an absolute value for each interval affected. The request for an adjustment
shall be supported by auditable documentation.
Alternatively, the metering service provider may request that the IESO prepare an estimate based on
the estimating method described in the VEE procedure.
In deciding which method to adopt and the values to be used the overall consideration will be to try
and achieve the closest approximation to the actual energy delivered or received for the intervals
concerned. In the event of any doubt, the IESO shall err in favour of the market and market
participants in general rather than the registered metered market participant for the affected metering
installation.
Missing Data
The IESO shall agree with the metering service provider an adjustment as described above if the site
investigation reveals a more accurate source of data than the estimation procedure. Otherwise, the
original estimate shall be retained.
C.2
Under normal circumstances the metering service provider will have carried out a site investigation
within two business days of the meter trouble report and have determined the cause of the validation
failure. Based on the findings of the metering service provider the IESO shall manually edit the
metering data where necessary. The metering service provider may request that the metering data be
adjusted based on the findings on site. The adjustment shall be one or more of (1) a multiplier, (2) an
adder/subtractor or (3) an absolute value for each interval affected. The request for an adjustment
shall be supported by auditable documentation.
Alternatively, the metering service provider may request that the IESO prepare an estimate based on
the estimating method described in the VEE procedure.
Issue 26.0 September 10, 2014
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MDP_PRO_0032
In deciding which method to adopt and the values to be used the overall consideration will be to try
and achieve the closest approximation to the actual energy delivered or received for the intervals
concerned. In the event of any doubt, the IESO shall err in favour of the market and market
participants in general rather than the registered metered market participant for the affected metering
installation.
End of Section
C2
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metering.outages@ieso.ca
MTR Closed:
MTR Close Date:
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D1
MDP_PRO_0032
End of Section
D2
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Main
PO
Alternate
PO
Manual Edit
of data in
MV90
No edit
required
unless MSP
provides data
file
MSP action
response to MTR
MAIN: If MAIN
and ALT are both
powered by phase
voltage and have
same outage
(within 1 interval),
then no MTRs are
issued.
Otherwise note the
PO also affected
the ALT, add the
time of outage and
issue MTR on
main.ALT: Add
the MAIN MTR #
and reject.
Confirm PO is
valid for time
specified or supply
data file if invalid.
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Case
Main
PO
Alternate
LOAD
Manual Edit
of data in
MV90
**Copy from
ALT
(Channels 1 to
4 and zero out
ch 5-8 (10)
MDP_PRO_0032
MSP action
response to MTR
E2
PO
PO (2)
ZERO
Not
available
Confirm PO is
valid for time
specified or supply
data file if invalid.
No edit
required
No edit
required
Confirm PO is
valid for time
specified or supply
data file if invalid.
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Case
11
13
Main
LOAD
ZERO
Alternate
PO
PO
Manual Edit
of data in
MV90
MSP action
response to MTR
MSP checks
alternate meter for
proper operation
and continued use.
MSP to confirm
whether PO in
alternate meter is
valid and that the
main meter data as
received is valid
for settlement.
Main: Check
channels for
current presenceif so apply
min/max to ch 1-4,
zero out channels
5-8(10). Create
and issue Current
Presence MTR
and reference Alt
has Case 13 PO.
ALT: Add time of
outage; indicate
MAIN has zero
measured load and
reject.
None. No MTR
will be issued
unless Current
Presence MTR and
then edit must be
accepted or data
file provided.
No edit
required
No edit
required
unless current
presence, then
apply
Min/Max to
Ch 1-4 and
zero out
channel 58(10).
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E3
Case
15
17
E4
Main
Not
available
Not
available
(2)
Alternate
PO
Manual Edit
of data in
MV90
Copy from
ALT
(Channels 1 to
4) (ALT
initially is
rejected)
MDP_PRO_0032
MSP action
response to MTR
MSP to validate
data file prior to
providing to the
IESO. Confirm PO
is valid for time
specified or supply
data file if invalid.
If MSP supplies
data file and it has
PO, add time of
outage and return
to MSP.
None
Public
References
References
Document ID
Document Title
MDP_RUL_0002
MDP_PRO_0014
MDP_MAN_0005
MDP_PRO_0013
IMP_PRO_0047
IMP_PRO_0058
MDP_PRO_0017
Vendor document
IMO_FORM_1310
- End of Document -
Public
References-1