AESO Measurement System Standard1

Alberta Electric System Operator Measurement System Standard
Revisions
Revision Description Author Date
1.0 Updated to include new in-situ testing Chris Connoly, P.Eng. Sept 18, 2007
requirements and changes to the data
provision process and data format.
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AESO Measurement System Standard

Table Of Contents
1.0 INTRODUCTION................................................................................................................ 6
1.1 Purpose...................................................................................................................6
1.2 Application ..............................................................................................................6
1.3 Definitions...............................................................................................................6
1.4 Modifications ..........................................................................................................6
1.5 Requirements For Review ...................................................................................6
1.6 Stakeholder Review Committee .........................................................................7
2.0 ROLES & ACCOUNTABILITIES .................................................................................... 8
2.1 Scope ......................................................................................................................8
2.2 Overview.................................................................................................................8
2.3 Measurement System...........................................................................................8
2.4 Data Centre ............................................................................................................9
2.5 Data Systems.........................................................................................................9
2.6 Metering Systems..................................................................................................9
3.0 MEASUREMENT SYSTEM............................................................................................ 10
3.1 Scope ....................................................................................................................10
3.2 Functional Overview ...........................................................................................10
3.3 Service Requirements ........................................................................................10
3.3.1 Measurement Point Definition Record................................................................. 10
3.3.2 Audits .................................................................................................................. 11
3.3.3 Check Metering ................................................................................................... 11
3.3.4 Disputes .............................................................................................................. 11
4.0 DATA CENTRE................................................................................................................ 13
4.1 Scope ....................................................................................................................13
Functional Overview .......................................................................................................13
4.3 System Requirements ........................................................................................13
4.3.1 Data Collection .................................................................................................... 13
4.3.2 Data Processing .................................................................................................. 14
4.3.3 Data Storage ....................................................................................................... 14
4.3.4 Data Access ........................................................................................................ 14
5.0 METERING DATA SERVICES...................................................................................... 15
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5.1 Purpose.................................................................................................................15
5.2 Service Scope......................................................................................................15
5.3.1 Data Collection .................................................................................................... 15
5.3.2 Data Validation, Verification, Estimation & Editing .............................................. 15
5.3.3 Data Storage ....................................................................................................... 16
5.3.4 Data Processing .................................................................................................. 16
5.3.5 Data Transfer ...................................................................................................... 16
5.3.6 General................................................................................................................ 16
6.0 METERING SYSTEM SERVICES ................................................................................ 18
6.1 Purpose.................................................................................................................18
6.2 Service Scope......................................................................................................18
6.3 System Requirements ........................................................................................18
6.3.1 General................................................................................................................ 19
6.3.2 Measurement Transformers ................................................................................ 19
6.3.3 Meter ................................................................................................................... 20
6.3.4 Recorder.............................................................................................................. 21
6.3.5 Remote Communications Equipment .................................................................. 21
6.4.1 General................................................................................................................ 22
6.4.2 Security & Access ............................................................................................... 22
6.4.3 Testing................................................................................................................. 23
6.4.4 Restoration .......................................................................................................... 25
6.4.5 Alternative Metering Data Sources...................................................................... 25
APPENDIX 1 SCHEDULE OF ACCURACIES FOR METERING EQUIPMENT
APPROVED UNDER SECTION 9(1) OF THE ELECTRICITY AND
GAS INSPECTION ACT ........................................................................... 27
(NON-DISPENSATED METERING EQUIPMENT) .............................................................. 27
APPENDIX 2 SCHEDULE OF ACCURACIES FOR METERS APPROVED UNDER
SECTION 9(3) OF THE ELECTRICITY AND GAS INSPECTION ACT
....................................................................................................................... 28
(DISPENSATED METERING EQUIPMENT) ........................................................................ 28
APPENDIX 3 GENERALLY ACCEPTED UTILITY METERING PRACTICES......... 29
APPENDIX 4 END-TO-END COMMISSIONING PROCESSES ................................. 31
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New Metering Point.........................................................................................................31

APPENDIX 5 METERING SYSTEM IN-SITU TESTING .............................................. 32
1. Metering System Testing Frequency ...............................................................32
2. Metering System Testing Procedures..............................................................33
3. Metering System Testing Reporting.................................................................34
4. Metering System Testing Compliance .............................................................35
5. Metering System In-Situ Test Record ..............................................................36
APPENDIX 6 CHECK METERING................................................................................... 38
APPENDIX 7 DAILY SYSTEM MEASUREMENT FILE FORMAT & SCHEDULE.. 39
File Format .......................................................................................................................39
File Delivery Schedule....................................................................................................40
APPENDIX 8 VALIDATION, VERIFICATION, EDITING & ESTIMATING
PROCESSES .............................................................................................. 41
V2E2 Overview ................................................................................................................41
Validation ..........................................................................................................................43
Validation Test Descriptions ..........................................................................................44
TVerification .....................................................................................................................45
Editing & Estimating........................................................................................................46
APPENDIX 9 MEASUREMENT POINT DEFINITION RECORD PROCESSES ...... 47
APPENDIX 10 25KV FEEDER METERING UPGRADE CRITERIA ............................ 53
APPENDIX 11 DEFINITIONS.............................................................................................. 55
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1.0 INTRODUCTION
1.1 PURPOSE
The purpose of this Standard is to define the accountabilities and obligations of
the:
(a) AESO, and
(b) Metering Service Providers, and
(c) Metering Data Providers
in respect to the provision and operation of the measurement system required

for the measurement, acquisition, processing and delivery of the measurement
data as required by the Data Recipients.
1.2 APPLICATION
This Standard applies to the AESO and any Metering Data Providers and
Metering Service Providers who currently have a valid service agreement
with the AESO.
1.3 DEFINITIONS
Defined terms are indicated in bold italic typeface. Appendix 11 contains all of
the definitions in this Standard.
1.4 MODIFICATIONS
In respect to this Standard, the AESO must:
(a) make and manage all changes and additions to the Standard;
(b) seek and consider the input and feedback of any affected parties
prior to making changes or additions to the Standard;
(c) make this Standard publicly available via the AESO’s website.
1.5 REQUIREMENTS FOR REVIEW

This Standard expires and must be reviewed within five (5) years of the
effective date given below. This Standard may, at the request of the AESO,
stay in force during the review period, but shall automatically cease to have
force twelve (12) months after the five (5) year expiry date.
The in-service or effective date for this Standard is July 1, 2004.
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1.6 STAKEHOLDER REVIEW COMMITTEE

The original version of this Standard has been reviewed and accepted by
committee members from the following companies:
AltaLink Management Ltd. City Of Red Deer
Aquila Networks Canada ENMAX Power Corporation
ATCO Electric Limited EPCOR Distribution Inc.
City Of Lethbridge MIDAS Metering Services Ltd.
City Of Medicine Hat Trackflow
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2.0 ROLES & ACCOUNTABILITIES
2.1 SCOPE
The purpose of this section is to define the general accountabilities associated
with the various roles involved in the operation of the Measurement System.
2.2 OVERVIEW
The roles and accountabilities associated with the Measurement System can
be viewed as follows:
Measurement System
Data Data System(s) Metering
AESO Metering Data Metering System
(data centre services) Provider(s) Provider(s)
AESO
(measurement system services)
2.3 MEASUREMENT SYSTEM

(a) The AESO is accountable for the administration of the Measurement
System and shall make whatever arrangements are necessary and
prudently sufficient to provide all the measurement system services, as
defined and required by this Standard.
(b) The AESO is accountable for the administration and maintenance of all
service agreements.
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2.4 DATA CENTRE

(a) The AESO is accountable for the administration and operation of the Data
Centre.
(b) The AESO shall make whatever arrangements are necessary and prudently
sufficient to provide all the data centre services, as defined and required
by this Standard.
2.5 DATA SYSTEMS

(a) A Metering Data Provider is accountable to the AESO for the
administration and operation of one or more data systems.
(b) A Metering Data Provider shall make whatever arrangements are
necessary and prudently sufficient to provide the metering data services,
as defined and required by this Standard, for those metering points and
measurement points for which a metering data services agreement
exists with the AESO.
2.6 METERING SYSTEMS

(a) A Metering System Provider is accountable to the AESO for the
administration and operation of one or more metering systems.
(b) A Metering System Provider shall make whatever arrangements are
necessary and prudently sufficient to provide the metering system
services, as defined and required by this Standard, for those metering
points for which a metering system services agreement exists with the
AESO.
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3.0 MEASUREMENT SYSTEM
3.1 SCOPE
The purpose of this section is to define the system and service requirements
related to the provision of measurement system services.
3.2 FUNCTIONAL OVERVIEW

A measurement system can be represented as follows:
Data Metering
Centre Data System(s) System(s)
Measurement System
where, in general, the AESO is responsible to:

(a) administer and enforce this Standard;
(b) ensure the consistent and continuous operation of the overall
measurement system;
(c) administer the development of and issue final approval on all measurement
point definition records for all measurement points;
(d) coordinate all audits and disputes concerning the measurement data.
3.3 SERVICE REQUIREMENTS

The AESO is responsible to provide whatever infrastructure is required to meet
the following service requirements:
3.3.1 Measurement Point Definition Record

Appendix 9 contains an overview of the general process flow associated with
the development and management of a measurement point definition
record.
In respect to the measurement point definition record, the AESO will have
operational policies, procedures and/or processes that:
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(a) ensure that the measurement point that it defines for a Data
Recipient meets the business requirements of the Data Recipient;
(b) define the number and type of measurement points that it requires
in order to receive the measurement data from the Data Systems;
(c) define the attributes (location, polarity,…) of any and all
measurement points that it requires in order to receive the
measurement data from the Data Systems;
(d) specify the measurement point definition record by which real
metering data and/or estimated data is manipulated to produce
measurement data;
(e) allow the AESO to exempt any metering point from requiring
metering equipment when, in the AESO’s opinion, the cost of
providing metering equipment would be unjustified with respect to
the commensurate gain in the accuracy of the associated
measurement data.
3.3.2 Audits
In respect to a request by any person requesting to audit measurement
data, the AESO will establish if such a person is an affected party with
respect to the measurement data and, if so, will:
(a) coordinate the efforts of all parties required to acquire the requested
measurement data;
(b) make whatever arrangements or agreements are necessary to
ensure the security of the provided measurement data;
(c) assess the cost(s) associated with providing the measurement data
and, if warranted, levy and recover those costs in a mutually
agreeable manner.
3.3.3 Check Metering

In respect to a request by any person requesting the installation of check
metering the AESO will establish if such a person is an affected party with
respect to the related measurement data and, if so, will:
(a) ensure that the requirements of Appendix 6 are understood and
adhered to by the requesting party;
(b) coordinate the efforts of all parties required to install the check
metering.
3.3.4 Disputes
The AESO will coordinate the resolution of any and all disputes that arise
and are related to the accuracy of the measurement data. Such disputes
will be administered in accordance with the following guidelines:
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(a) Any disputes that arise with respect to measurement data must be
communicated in writing to the AESO by the Data Recipient filing
the dispute;
(b) Whenever possible disputes will be resolved by mutual agreement
between the AESO and all affected parties;
(c) In the event that a resolution by mutual agreement, as per (b) above,
cannot be reached within twenty (20) business days of being first
communicated to the AESO, as per (a) above, the dispute may then
be raised by either the AESO or any affected party to:
(i) Arbitration conducted in accordance with the Arbitration Act

R.S.A., c. A-43.1.3, or
(ii) Measurement Canada to be resolved in accordance with the
Electricity & Gas Inspection Act and subject to the terms
and condition of any applicable dispensation(s).
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4.0 DATA CENTRE
4.1 SCOPE
The purpose of this section is to define the system and service requirements
related to the provision of data centre services.
FUNCTIONAL OVERVIEW
The data centre can be represented as follows:
Data
Collection,
Processing Data
& Internet System(s)
Storage DropChute
Data Centre
where, in general, the AESO is responsible to:

(a) collect, verify and load daily system measurement files;
(b) process measurement data;
(c) store measurement data.
4.3 SYSTEM REQUIREMENTS

The AESO is responsible to provide data collection, processing, storage and
access systems that meet the following requirements:
4.3.1 Data Collection

The Data Centre must incorporate data collection facilities that:
(a) provide a common, accessible, secure interface through which all
Metering Data Providers can present daily system measurement
files;
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(b) accept a daily system measurement file as defined in Appendix 7;

(c) provide an email receipt to the Metering Data Provider for each
daily system measurement file received.
4.3.2 Data Processing

The Data Centre must incorporate data processing facilities that:
(a) verify the structure and integrity of the daily system measurement
file;
(b) load the daily system measurement file data into the measurement
system database;
(c) provide an email receipt, within the same business day, to the
Metering Data Provider to confirm the success or failure of the data
loading process for each daily system measurement file
processed.
4.3.3 Data Storage

The Data Centre must incorporate data storage facilities that provide at
least:
(a) one (1) year of on-line, on-site measurement data available to a
Metering Data Provider, and
(b) six (6) years of archived, off-site measurement data available to a
Metering Data Provider.
4.3.4 Data Access
(a) Provide the Metering Data Providers with a month-end summary
report;
(b) Provide the Metering Data Providers with ad-hoc reports on request
within 3 business days of the request.
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5.0 METERING DATA SERVICES
5.1 PURPOSE
The purpose of this section is to define the metering data services that are
required of a Metering Data Provider.
5.2 SERVICE SCOPE

A Metering Data Provider is responsible to provide metering data services
which include:
(a) collecting metering data from metering systems;
(b) validating, verifying, estimating and editing metering data;
(c) storing metering data;
(d) processing metering data to produce measurement data;
(e) transferring and verifying measurement data.

A Metering Data Provider is responsible to provide metering data services
that meet all of the following specific requirements:
5.3.1 Data Collection

(a) collect metering data from all metering systems (or sources) specified
as part of any and all metering data services agreements to which
the Metering Data Provider is party, and
(b) unless specifically excluded from the applicable metering data
services agreement, ensure that the metering system interval time-
stamping clock date and time are maintained within +/- 1 minute from
quarter hour boundary as referenced to a standard clock, and
(c) communicate and coordinate with the applicable Metering System
Provider to resolve any metering system issues that affect the
collection of metering data from the metering systems.
5.3.2 Data Validation, Verification, Estimation & Editing

(a) provide metering data validation, verification, estimation and editing
systems and/or processes that meet all of the requirements defined in
Appendix 8, and
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(b) provide email notification to the AESO of any situation that requires, or
has the potential to require, the on-going estimation or editing of
metering data.
5.3.3 Data Storage

(a) maintain metering data in electronic format for a period of no less than
six (6) years and provide reasonable access to that data to the AESO
upon request, and
(b) maintain a record of any estimates of, or adjustments made to, the
metering data for a period of six (6) years and provide reasonable
access to those records to the AESO, and
(c) maintain a record of all information necessary to support the method
used to estimate or adjust metering data or measurement data for a
period of six (6) years and provide reasonable access to those records
to the AESO.
5.3.4 Data Processing

(a) process metering data in accordance with any associated
measurement point definition record algorithms for each
measurement point that is defined as part of a metering data
service agreement to which the Metering Data Provider is a party,
and
(b) create daily system measurement files in the form as defined in
Appendix 7.
5.3.5 Data Transfer

(a) send the daily system measurement files to the AESO as per the
timing requirements defined in Appendix 7, in a manner defined by the
AESO, and
(b) verify, using summary data and/or reports provided by the AESO, that
the measurement data received by the AESO and transacted by them
into their database is correct with respect to the measurement data
actually transferred via the daily system measurement files.
5.3.6 General
(a) provide email notification to the AESO of any significant events or
issues that may adversely impact the ability of the Metering Data
Provider to meet any of its obligations with respect to the provision of
metering data services, and
(b) cooperate with the Metering System Provider to complete any and all
testing required to confirm the correct operation of the data system or
the metering system, and
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(c) cooperate with the AESO in conducting audits of the metering data or
measurement data, and
(d) cooperate with the AESO in the resolution of disputes related to
measurement data, and
(e) cooperate with the AESO in conducting reviews and revisions of
measurement point definition records for measurement points
specified as part of any and all metering data services agreements
to which the Metering Data Provider is party, and
(f) ensure all systems used to meet the requirements of this Standard are
secure from unauthorized access, and
(g) provide access to the metering data to only those persons or entities
that are specifically granted access to the metering data as per the
applicable metering data services agreements.
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6.0 METERING SYSTEM SERVICES
6.1 PURPOSE
The purpose of this section is to define the metering system services that are
required of a Metering System Provider.
6.2 SERVICE SCOPE

A Metering System Provider is responsible to provide metering system
services which include:
(a) designing metering systems;
(b) installing metering systems;
(c) testing and maintaining metering systems;
(d) restoring metering systems.
6.3 SYSTEM REQUIREMENTS

services that meet all of the following specific system requirements:
(a) provide the AESO with a written metering system(s) design overview that
describes, or otherwise indicates, the manner in which the requirements of
the measurement point definition record will be met by the metering
system(s) design;
(b) receive pre-approval from the AESO, that the metering system(s) will meet
the requirements of the measurement point definition record prior to
commencing the installation of the metering system(s);
(c) ensure that all the required metering system(s) are installed and operational
prior to the operation of any power transmission equipment that would
cause active energy or reactive energy to be transferred in a manner that
would otherwise have been registered by the metering system(s) had it
(they) been installed;
(d) ensure that the metering system design will allow for the measurement and
collection of the metering data necessary to derive the measurement data
as defined by the measurement point definition record;
(e) inform the AESO of any modifications to either the metering system for any
metering point or the metering point(s) associated with any measurement
point that would result in changes to the associated measurement point
definition record;
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(f) involve the Metering Data Provider in the design and installation process to
whatever degree may be necessary to ensure that the data system is fully
functional and operational;
(g) inform the Metering Data Provider of any modifications to any aspect of the
metering system(s) that could, either directly or as a consequence, affect
the ability of the Metering Data Provider to gain access to or acquire the
metering data in a timely and efficient manner;
(h) gain the express written approval of the AESO to provide, or cause to be
used, any metering point(s), metering data or readings that are not
otherwise allowed for by this Standard including, but not necessarily be
limited to the use of, readings from unsealed interval meters, check
meters, non-interval meters etc;
(i) ensure that the metering system is configured, installed and operated in
accordance with generally accepted Canadian utility metering practices as
per Appendix 3;
(j) be commissioned in accordance with the process set out in Appendix 4.
6.3.1 General
The metering equipment must:
(a) conform to the most recent version of the Electricity and Gas
Inspection Act and this Standard;
(b) be suitable for use in the environmental conditions reasonably
expected to occur, at the installation site, over the course of a typical
year;
(c) be appropriate for the power system characteristics reasonably
expected to exist at the installation site under all power system
conditions and events;
(d) have a single ground point.
6.3.2 Measurement Transformers

The applicable winding(s) of the current and potential instrument
transformers must:
(a) be Measurement Canada approved under Section 9(1), Section 9(2) or
Section 9(3) of the Electricity and Gas Inspection Act;
(b) be selected for optimum accuracy and resolution with respect to the
expected values of the energy metrics to be measured;
(c) be burdened to a degree that does not compromise the accuracy
required by this Standard;
(d) be located and connected in a manner that, wherever practically
possible, avoids compensation methods and produces a real metering
point;
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(e) have an accuracy class rating that equals or exceeds the values
specified in Appendix 1 for non-dispensated metering equipment;
The current and potential instrument transformer arrangement must:

(f) be configured as either 2 element or 3 element depending upon the
electrical arrangement being metered (Note: 2 ½ element
configurations are not acceptable.);
(g) include a test switch that enable the isolation of potentials and the
shorting of all currents to the meter;
(h) employ wiring that is colour coded or clearly and unambiguously
labeled at all interfaces.
6.3.3 Meter
The meter must:
(b) be (re)verified and sealed in accordance with the Electricity and Gas
Inspections Act subject to the terms and conditions of any applicable
dispensation(s).
(c) measure all quantities required to determine active energy and
reactive energy transferred in both directions at the metering point;
(d) provide a separate register to maintain the continuously cumulative
readings of the active energy and reactive energy transferred in the
required directions at the metering point;
(e) provide reasonable security against unauthorized access for all
methods of local access to the meter;
(f) provide a communications port if the meter provides the remote
communications equipment interface;
(g) have an accuracy class rating for active energy measurement that
equals or exceeds the values specified in Appendix 1 for non-
dispensated metering equipment and Appendix 2 for dispensated
metering equipment;
(h) have an accuracy class rating for reactive energy measurement that
equals or exceeds the values specified in Appendix 1 for non-
dispensated metering equipment and Appendix 2 for dispensated
metering equipment.
(i) be labeled as being loss compensated if transformer and/or line losses
are calculated internally by the meter and affect displayed and/or
recorded energy values;
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(j) be labeled with an overall multiplier if the meter bases it’s displayed or
recorded energy values on unity current transformer and/or potential
transformer ratios;
6.3.4 Recorder
The recorder may be or may not be an integral part of the meter but must:
(b) be (re)verified and sealed in accordance with the Electricity and Gas
Inspections Act subject to the terms and conditions of any applicable
dispensation(s);
(c) include an interval time-stamping clock, if the recorder provides the
interval data time-stamping function, capable of maintaining the
interval boundaries within 60 seconds of the hour and every quarter
hour thereafter;
(d) have sufficient storage to store interval data for a period of at least
fourteen (14) days;
(e) retain readings and, if applicable, all clock functions for at least
fourteen (14) days in the absence of line power;
(f) provide reasonable security against unauthorized access for all
methods of local access to the recorder;
(g) provide a communications port if the recorder provides the remote
communications equipment interface.
6.3.5 Remote Communications Equipment

The remote communications equipment may or may not be an integral part
of the meter or the recorder but must:
(a) be of sufficient reliability to meet the data transfer requirements of this
Standard;
(b) provide reasonable security against unauthorized access for all
methods of remote access to the metering equipment;
(c) incorporate protocol schemes suitable for the type/nature of the
communications media/path that will prevent the corruption of data
during interval data transmission.

services that meet all of the following specific service requirements:
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6.4.1 General
The Metering System Provider must:
(a) provide written notification to the AESO of any situation pertaining to
the integrity or operation of the metering system that will result, or has
the potential to result, in the continued loss or corruption of metering
data;
(b) provide reasonable response to a Metering Data Provider's requests
related to the checking or repair of any remote communications
equipment that affects that Metering Data Provider's ability to acquire
the metering data in a timely and efficient manner;
6.4.2 Security & Access

In relation to insuring the physical security of the metering system:
(a) the Metering System Provider must make a reasonable effort to
protect the metering system from unauthorized access or interference
by other persons;
(b) the Metering System Provider must provide seals and other
appropriate devices to detect such interference where such seals may
be broken only by the Metering System Provider or its authorized
representative;
(c) any person that finds that a metering system meter seal has been
broken, other than by the Metering System Provider, must notify the
Metering System Provider, within one (1) business day;
(d) the Metering System Provider must, upon being notified of a broken
metering system meter seal, ensure that testing is carried out in
accordance with Section 6.4.3;
(e) any person who has broken a seal or otherwise interfered with a
metering system without approval of the relevant Metering System
Provider must pay the relevant Metering System Provider its
reasonable costs of the repair, replacement and testing of the affected
metering equipment. In the event that the person which caused the
breakage or interference cannot be identified, the Metering System
Provider must pay such costs.
In relation to physical access to the metering system:

(f) the Metering System Provider must provide access to the metering
system installation site to any representative(s) of the AESO, for the
purpose of verifying that the metering equipment complies with this
Standard by visual inspection, witnessing of tests or checking of seals;
(g) the AESO must ensure that its representatives do not interfere with
operation of the metering system except as required to fulfill its
obligations under this Standard.
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In relation to remote communications access to the metering system for the

purpose of acquiring metering data:
(h) the Metering System Provider must provide preferential read access,
via the remote communications equipment, to the metering system to
the Metering Data Provider and ensure that such access is available
at all reasonable times except when the equipment is being maintained
or tested;
(i) the Metering System Provider must provide reasonable read-only
access, via the remote communications equipment, to the metering
system, to any person granted the right to such access by the AESO
subject to conditions defined by, and at the sole discretion of, the
AESO;
(j) any person granted read-only access to a metering system via the
remote communications equipment must be provided with all
information required to enable that person to access and acquire the
associated metering data, including details of computer software
required, any special procedures which must be used, telephone
numbers for meters/recorders and passwords by the Metering
System Provider;
(k) the Metering System Provider is under no obligation to provide
remote communications equipment other than at the site of the
metering system;
(l) any person granted the right to access a metering system via the
remote communications equipment must bear all communication
charges related to the acquisition of the metering data that they
themselves initiate;
(m)any person granted the right to access a metering system via the
remote communications equipment must only download metering
data that is associated with their energy transfers.
6.4.3 Testing
In relation to general matters related to metering equipment and metering
system testing, the Metering System Provider must:
(a) pay the costs of all tests on its metering equipment. Testing costs
will be reimbursed by the AESO to the Metering System Provider for
any and all test(s), not defined by this Standard, that were specifically
requested by the AESO where such test(s) show that the metering
equipment complies with the relevant sections of this Standard.
In relation to the shop testing of meters and recorders, the Metering

System Provider must:
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(b) ensure that the meter and/or recorder are tested and sealed as
required by Measurement Canada and that the meter complies with
the accuracy requirements in Section 6.3.3 of this Standard prior to
placing such meter or recorder into service;
(c) provide written notification of, and test results for, any re-tested
meter that demonstrates an error of measurement of more than three
(3) times the error permitted in Section 6.3.3 of this Standard to the
AESO within five (5) business days of the test results first becoming
available;
(d) maintain a record of all metering equipment tests to verify that its
metering equipment complies with this Standard (including details of
the equipment tested, measurement point, the reference standards
used, test procedure, meter register readings, test certificate and test
results);
(e) at the request of the AESO, undertake and complete tests on any
metering equipment, specified by the AESO, within thirty (30)
business days of receiving such a request;
(f) at the request of the AESO, forward a copy of the test results related to
any metering equipment, specified by the AESO, within thirty (30)
In relation to the in-situ testing of metering systems, the Metering

System Provider must:
(g) perform an in-situ test, in accordance with the procedures described
in Appendix 5, when the metering system is commissioned and at the
intervals specified in Appendix 5 thereafter, for all instrument type
interval metering systems. Self contained and/or cumulative
metering systems do not fall under these testing standards;
(h) file an in-situ Metering System Test Form with the AESO, in
accordance with Appendix 5
(i) file an Annual Metering Systems Testing Compliance Plan with the
AESO, in accordance with Appendix 5;
(j) provide written notification of, and test results for, any in-situ test that
demonstrates an error of measurement of more than ten (10) times the
error permitted in Section 6.3.3 of this Standard to the AESO;
(k) maintain a record of all metering system tests to verify that its
metering system complies with this Standard (including details of the
equipment tested, measurement point, reference standards used,
test procedures, meter register readings, test results);
(l) at the request of the AESO, undertake and complete tests, as
specified by the AESO, on the metering system within thirty (30)
Page 24 of 59

(m)at the request of the AESO, forward a copy of the test results related to
a metering system, as specified by the AESO, within thirty (30)
6.4.4 Restoration
A metering system is considered to have failed if:
(a) any of the associated metering equipment has failed in a manner that
causes the metering system to be unable to measure, record or
transfer the metering data as required by this Standard;
(b) any of the associated metering equipment is found to operate in a
manner, or under any condition, that compromises, or has the potential
to compromise, the ability of the metering system to measure, record
or transfer the metering data as required by this Standard;
(c) any of the associated metering equipment fails to pass any of the
tests as required by this Standard;
(d) the AESO deems the metering system to have failed.
In response to first becoming aware of the failure, or alleged failure, of a

metering system, the Metering System Provider must notify the AESO
immediately and within five (5) business days:
(e) investigate and determine the exact nature and extent of the metering
system failure;
(f) provide the AESO with written notification detailing the nature and
extent of the failure as well as the plan to restore the metering
system;
In respect to the restoration of a failed metering system, the Metering
System Provider must, within a time frame proposed by the Metering
System Provider and approved by the AESO:
(g) restore the failed metering system to meet requirements of this
Standard or provide an alternate metering system, that meets the
approval of the AESO, until such a time as the repairs of, or
replacements to, the normal metering system can be affected.
6.4.5 Alternative Metering Data Sources

In the event that metering data is unavailable for a metering point, the
Metering System Provider must cooperate with and support both the
Metering Data Provider and the AESO in whatever manner may be
required to:
(a) establish the best acceptable alternative source for the metering data
required to determine the missing measurement data, or if no such
source is available;
Page 25 of 59

(b) assist the Metering Data Provider and AESO in establishing a basis
from which to estimate or adjust the metering data or measurement
data based upon the best available information until either an
alternative metering data source is established or the failed metering
system is restored.
Page 26 of 59

APPENDIX 1 SCHEDULE OF ACCURACIES FOR METERING

EQUIPMENT APPROVED UNDER SECTION 9(1)
OF THE ELECTRICITY AND GAS INSPECTION
ACT
(NON-DISPENSATED METERING EQUIPMENT)
Metering Point
Capacity Watthour Meter Varhour Meter Measurement
(MVA) Accuracy Class Accuracy Class Transformers
Accuracy Class
1.0 and Above 0.2 % 0.5 % 0.3 %
Below 1.0 0.5 % 1.0 % 0.3 %
Notes:
1. The columns apply to requirements set out in Section 6.3.2 and 6.3.3.
2. If an alternate measurement is used to determine reactive energy, the accuracy

class of the alternate measurement must be equal to or better than the accuracy
class set out for reactive energy.
3. This schedule applies only to all new metering systems installed on or after July 1,
2004.
Page 27 of 59

APPENDIX 2 SCHEDULE OF ACCURACIES FOR METERS

APPROVED UNDER SECTION 9(3) OF THE
ELECTRICITY AND GAS INSPECTION ACT
(DISPENSATED METERING EQUIPMENT)
Meter Accuracy
Metering Point Capacity

(MVA) Points of Delivery Points of Supply
10 and Above 1.0 % 1.0 %
Below 10 1.0 % 1.0 %
Notes:
1. The columns apply to requirements set out in Section 6.3.3.
2. If an alternate measurement is used to determine reactive energy, the accuracy

class of the alternate measurement must be equal to or better than the accuracy
class set out for reactive energy.
Page 28 of 59

APPENDIX 3 GENERALLY ACCEPTED UTILITY METERING

PRACTICES
The following are a number of ‘key’ generally accepted utility metering practices for
instrument transformer-rated interval metering systems:
• Sealed revenue approved meter(s)/recorder(s) are used on all installations
• Revenue approved instrument transformers or cores are used on all installations
• Either 2 element or 3 element metering configuration are used depending upon

the electrical arrangement being metered (no 2 ½ element configurations are
used)
• A test switch is provided that enables the isolation of potentials and the shorting
of all currents to the meter
• Wiring from instrument transformers is either colour coded or clearly and

unambiguously labeled at all interfaces
• All meter enclosures are lockable and kept locked.
• Test switch covers are sealed.
• Metering and instrument transformer cabinets are sealed.
• Meter demand reset mechanisms are sealed.
• Wherever possible, the meter/recorder always remain powered.
• Recorders have a interval data storage capacity of no less than 14 days.
• Meters/recorders have a backup battery (or other) system that will maintain data
and clock integrity for no less than 14 days in the absence of line power.
• Instrument transformers are not over burdened by the meter and any other
devices/wiring that may be included as part of the instrument transformer/meter
circuit.
• Meters that are loss compensated are labeled as such.
• Meters that have unity PT and or CT ratios have the appropriate multiplier
labeled.
• Local meter clock displays should be in prevailing clock time.
Page 29 of 59

• Metering enclosures that contain voltages in excess of 120V are clearly labeled as
containing ‘High Voltage’ (277/480, 347/600).
• Metering system wiring diagrams should either be included within the metering
enclosure or available upon request.
• The metering system must have a single ground point.
Page 30 of 59

APPENDIX 4 END-TO-END COMMISSIONING PROCESSES

This document contains a flowcharts that outlines and describes the AESO end-to-end
commissioning process for metering points.
NEW METERING POINT
TFO informs the AESO that

it is now ready to transfer
Start
energy through a new
metering point.
AESO confirms that the

MPDR
MPDR for the associated
Complete No
measurement point is
?
complete and correct.
Yes
MDP confirms with the

AESO that it's data system
Data
is fully operational and ready
System
to poll and process metering No
Ready
data from the new metering
?
point in accordance with the
MPDR.
Yes
MSP confirms with the

AESO that it's metering
Metering
system for the new metering
System
point is fully operational and No
Ready
ready to measure and record
?
energy transfer data required
by the MPDR.
Yes
TFO energizes the facility
such that energy is
Energize
transferred through the new
metering point.
MSP completes and

Metering
confirms a successful in-situ
System
test on the new metering
Test
system.
MDP completes and This test must be completed,

Remote
confirms successful remote documented and confirmed
Communications
communications to the new successful within 5 business
Test
metering system. days of energization.
This test must be completed,

AESO completes and
Measurement documented and confirmed
confirms successful
Point successful within 5 business
measurement point
Test days of the month following
calculations.
energization.
Stop
Page 31 of 59

APPENDIX 5 METERING SYSTEM IN-SITU TESTING

A metering system in-situ test is an on site test of the metering system and is
intended to verify and document the proper installation and operation of the metering
system. It should be noted that an in-situ test is NOT intended or designed to verify
the accuracy of a meter to the manufacturer’s specifications. The accuracy of the
meter itself is tested as part of the (re)-verification process that occurs under the
supervision of an accredited meter shop prior to sealing.
1. METERING SYSTEM TESTING FREQUENCY

The metering system provider must perform a test on a metering system at each of
the following trigger points:
a) Prior to the energization of a new metering system (commissioning tests only).
b) Within four weeks of the energization of a new or altered metering system.
c) Upon the change of any equipment associated with a metering system.
d) Within the time period specified in the following table:
MW Class MW Range Testing Interval
A <1 6 years
B 1 up to 10 3 years
C 10 up to 20 2 years
D 20 up to 50 1 year
E 50 + 6 months
• This frequency table refers to individual metering systems.

• MW Range refers to the average MW flowing through an individual metering
system, where the methodology used to determine the average MW will be
documented in the Annual Metering Systems Testing Compliance plan as
detailed in Appendex 5 Section 4.
• Testing Interval refers to the amount of time allowed between tests of an
individual metering system. This time period begins on the first of the calendar
month following the completion of a test of that metering system. The next test
of that metering system must be completed by the end of the calendar month
determined by the table.
Page 32 of 59

2. METERING SYSTEM TESTING PROCEDURES

The metering system provider is required to perform each of the listed procedures as
part of a test on a metering system. Pass/Fail criteria and exemptions/alternatives to
these procedures must be included as part of the Annual Metering Systems Testing
Compliance Plan filed with the AESO under Appendix 5 Section 4. Note that not all
procedures are possible to perform during every test, depending on the physical
limitations of the installation at the site. Tests are not to be performed if clearance or
safety is considered an issue.
Metering System Test Procedures
1. Confirm that the metering equipment installed matches that documented on the
current Measurement Point Definition Record. To be performed on all
equipment at installation, and on visible equipment afterwards. Meters must
always be verified, while Current Transformers (CTs) and Potential Tranformers
(PTs) may not be accessible.
2. Check the wiring connections:
a. on all equipment at installation or on the changing of instrument
transformers, check that the wiring connections from the meter to each
piece of metering equipment are correct.
b. during scheduled tests, a visual inspection of the meter connection wiring
to ensure that appropriate connections apply must be performed.
3. Check to confirm that the inventory taken during the test matches the inventory in
the metering system provider main database and the inventory that was last
submitted to the AESO for that point. The meter number must always be
explicitly confirmed. To be performed on all equipment at installation, whenever
equipment is changed and during regularly scheduled tests.
4. Check of the CT ratios by all of the following:
a. Injection test. To be performed at installation or lab tested prior to
installation.
b. Comparison of primary clip on to metering secondary, only if a primary clip
on is physically possible. To be performed during all tests.
c. Comparison of metering secondary to a second independent source (such
as protection). To be performed during all tests.
5. Check of the CT performance by measuring the burden of the CT circuit to
ensure that it falls within manufacturing accuracy specifications. To be
performed at installation. The burden may also be calculated from drawings and
specs when additional pieces of equipment are added to the CT circuit.
6. Check to confirm that the voltage reading is reasonable compared to the rated
voltage. To be performed during all tests.
Page 33 of 59

7. Check to confirm that the meter has a valid seal from Measurement Canada, in
accordance with Measurement Canada requirements. To be performed during
all tests.
8. Check of power measurements compared to test equipment validated against a
test standard for reasonability. To be performed during all tests. There may be
limitations to this test when there is extremely low load, or rapidly fluctuating
load. If the analyzer can accept pulses this should be used to calculate the
accuracy (works well under fluctuating loads).
9. Check of the central data collection system (i.e. MV-90 operators) to ensure that
the load measured on site in engineering units based on the test equipment
validated against a test standard (ie PT x CT x test standard measurement) is
within reason of the load recorded by the data collection system (ie MV-90), and
that the channel mapping in the central data collection system match those of the
meter. To be performed during all tests. There may be limitations to this test
when there is extremely low load, or rapidly fluctuating load.
The above test procedures do not limit any other tests that the meter system provider
may wish to perform.
3. METERING SYSTEM TESTING REPORTING

Each time a metering system has undergone a test the AESO requires the metering
system provider to file a Metering System Test Form with the AESO by the end of the
quarter following the month in which the test was performed. This form is not intended
to replace the detailed metering in-situ test records used by the metering system
provider.
The Metering System Test Form must contain the following components:
a) The AESO’s Real Metering Point ID associated with the metering system, as
referred to in the Measurement Point Definition Records.
b) The date the test was performed on the metering system.
c) A list of which tests specified in Appendix 5 Section 2 were performed, and an
explanation for any tests that were not performed.
d) A list of which tests specified in the Testing Procedures passed, and an
explanation of any test that did not pass, including planned/taken remedial
action.
The above information must be filed with the AESO electronically in a standardized
form, available on the AESO website.
Page 34 of 59

Upon receipt of the Metering System Test Report the AESO will:
a) File the report in an AESO tracking system.
b) Issue a Request For Information to the metering system provider for any tests
that have failed. The information requested by the AESO may vary depending
on the nature of the failure described in the Metering System Test Form.
c) File the report with the EUB.
4. METERING SYSTEM TESTING COMPLIANCE

The metering system provider must file an Annual Metering Systems Testing
Compliance Plan for approval by the AESO and the EUB between October 1st and
December 31st of each year. This plan must include the following components:
a) A list of metering systems that the metering system provider will be
responsible for as of December 31st of the year of filing, identified by the AESO
Real Metering Point ID associated with each metering system as referred to in
the Measurement Point Definition Records.
b) The installation type of each metering system described in part a).
c) The associated MW Class for each metering system described in part a), as
described in Appendix 5 Section 1 d), for those metering systems described as
being instrument type installations in part b).
d) The date of the most recent test that was carried out in accordance with the
testing procedures listed in Appendix 5 Section 2, on each metering system
described in part a), for those metering systems described as being instrument
type installations in part b).
e) An indication of any metering systems that will be out of compliance with either
Appendix 5 Section 1 or 2 as of December 31st of the year of filing, an
explanation of the non-compliant status of those metering systems, and a plan
to bring those metering systems into compliance.
f) The methodology used by the metering system provider to determine the MW
Class identified in part b).
g) A description of the testing procedures followed by the metering system
provider in accordance with the testing procedures described in Appendix 5
Section 2, including the pass/fail criteria of each test. Testing procedures that
differ from those described in Appendix 5 Section 2 must be shown to be of
equivalent or superior functionality. These are the procedures that are to be
used for testing in the following calendar year.
The information described in part a) to part e) must be filed with the AESO electronically
in a standardized form, available on the AESO website. The information for part f) and
part g) may be filed in a format chosen by the metering system provider.
Page 35 of 59

Upon receipt of the Annual Metering Systems Testing Compliance Plan, the AESO will
communicate the following to the metering system provider and the EUB no later than
March 1st:
a) Conditions or requirements not met in the submitted Annual Metering Systems
Testing Compliance Plan.
b) Acceptance of the Annual Metering Systems Testing Compliance Plan as any
conditions and requirements identified in a) are met.
c) A summary of Metering Systems from the previous calendar year that were not
tested in compliance with either Appendix 5 Section 1 or 2.
5. METERING SYSTEM IN-SITU TEST RECORD

The following information shall be included in the metering point in-situ test record:
1. General
⎯ Date test completed.
⎯ Name of person completing the in-situ test record.
2. Site Data
⎯ Measurement point identification.
⎯ Metering point identification.
3. Meter Data
⎯ Company #, Serial #, Make, Model, Ampere rating, Voltage rating, # of
Elements, Kh, Kp, Multiplier, Seal Date
4. Instrument Transformer Data
⎯ Company #, Serial #, Make, Model, Voltage Class, Ratio, Accuracy
5. Metering Equipment Physical Checks
⎯ Meter: Seals, Wiring, Displays.
⎯ Recorder: Seals, Wiring.
⎯ CTs: Wiring, polarity, other checks.
⎯ PTs: Wiring, polarity, other checks.
6. Operational Checks
⎯ Current Transformers:
i. Measure secondary current and using the CT ratio, calculate
primary current. Compare this primary current with primary
current from other source if available and calculate % error. If
current is stable, the acceptable error would be +/- 3%.
⎯ Potential Transformers:
i. Measure secondary voltage and using the PT ratio, calculate
primary voltage. Compare this primary voltage with primary
Page 36 of 59

voltage from other source if available and calculate % error.

The acceptable error would be +/- 3%.
7. Meters:
⎯ Measure W, Wh, Var, Varh, pf, Q, Qh or other quantities (as required)
in each applicable direction and compare them to the equivalent
quantities measured with the field metering test standard. Calculate
% errors. If the load is stable, the acceptable error between the meter
and the test standard would be +/- 3% for each measured quantity.
8. Recorders:
⎯ Check the recorder for accurate pulse recording.
9. Vector Checks:
⎯ With phase A as reference, at the meter test switch, check voltage
and current vectors for proper phase sequence and direction of
measurement.
10. Communications:
⎯ Verify that the Metering Data Provider is able to successfully poll the
meter/recorder and successfully collect metering data.
11. Data System
- Verify that the units of measure for each channel of the meter
correspond to the same units of measure for each channel collected
by the data collection system.
- Verify that the interval energy data collected from each energy
channel by the Metering Data Provider is equivalent to the difference
between the corresponding energy register values over one or more
consecutive intervals.
With respect to the in-situ test records for metering systems a Metering System
Provider must:
(a) store the in-situ test reports for a period of no less than six (6) years, and
(b) provide the AESO with a copy of any requested in-situ test reports or metering
system wiring diagrams within five (5) business days of that request.
Page 37 of 59

APPENDIX 6 CHECK METERING

Subject to Section 3.3.4, any affected party may at its own cost provide metering
approved and installed by the Metering System Provider at or near a metering
point to which it is an affected party, for the purpose of checking the
measurement system metering or substitution for readings thereof. Existing
measurement systems metering measurement transformers may be shared
provided the additional burden does not exceed the limits of the measurement
transformers.
The provider of check metering must notify the Metering System Provider of its
intention to install check metering at least ninety (90) days prior to the installation
date and must ensure that its check metering complies with the requirements of
this Standard.
In the event that check metering equipment is transferred between affected

parties, all obligations of the provider of that equipment transfer to the affected
party to which the equipment is transferred.
An owner of metering equipment forming part of check metering must notify the
Metering System Provider of any transfer of its check metering to another
affected party.
The Metering System Provider who owns or controls the site at which the
metering point is located must co-operate with any affected party connected at
that metering point wishing to install check metering at that site.
metering point is located has the right to remove from service the check metering
causing physical problems with the measurement system metering equipment.
The Metering System Provider must notify the affected party as soon as
reasonably possible that the parties equipment has been removed from service.
metering point is located must install, operate and maintain the check metering
equipment for the affected party and charge all reasonable costs to the affected
party.
The Metering System Provider and the affected party must have an agreement
for all costs prior to commencing any check metering work.
Page 38 of 59

APPENDIX 7 DAILY SYSTEM MEASUREMENT FILE FORMAT

& SCHEDULE
FILE FORMAT
The daily system measurement files, as sent from the Metering Data Providers to
the Data Centre, must have the format as described in schedule B.6.2.4 System Level
Measurement Data Provision of the Settlement System Code.
Notes:
1. All measurement data must be transferred as fifteen minute interval data
regardless of the interval at which it may have been metered, recorded or
aggregated.
2. Measurement data (zero or non-zero) must be transferred for every interval of
every hour of every day for all active measurement points.
3. There should only be 96 records per day per measurement point transferred on all
days that are not also days on which DST time changes take place. There should
be 92 records (in 23 hours) transferred per measurement point on the spring DST
time change day and 100 records (in 25 hours) transferred per measurement point
on the fall DST time change day.
4. The term "net energy" implies the difference between the amount of energy transfer
that took place in one direction at a measurement point in a particular fifteen
minute interval and the amount of like energy transfer that took place in the
opposite direction at that same measurement point during the same fifteen minute
interval.
5. The naming of daily files will be as described in schedule B.4.2 File Naming
Convention of the Settlement System Code.
6. The MWh and MVARh source flags are defined as follows:
M: The value is derived from metered data only (normal condition).
E: The value is derived, in whole or in part, from estimated data due to the
failure of a metering system or data system (abnormal condition).
Page 39 of 59

FILE DELIVERY SCHEDULE

Daily
A Metering Data Provider must complete the transmission of all the

measurement data day to the Data Centre by 23:59 on the 3rd business day
following the day of flow, as described in section 4.4.2 (A) Initial Daily Settlement
of the Settlement System Code
For non-business days, the daily schedule may be postponed to the first
business day following the non-business day(s). Any Metering Data Provider
choosing this option will provide a daily file for the previous day and for each
postponed day.
Monthly
A Metering Data Provider has the option to provide the previous month's
reconciled measurement data to the Data Centre; however, this measurement
data must be received by the Data Centre Provider by 23:59 on the 7th
business day following the last day of the month to be settled, as described in
section 4.4.3 (A)Initial Monthly Settlement of the Settlement System Code
After the 8th business day, changes to the measurement data will be accepted
only by exception and approval of the Measurement System Provider.
Page 40 of 59

APPENDIX 8 VALIDATION, VERIFICATION, EDITING &

ESTIMATING PROCESSES
The following flowcharts outline and describe the overall validation, verification, editing
and estimating (V2E2) guidelines that the AESO requires Metering Data Providers to
incorporate into their validation systems and processes.
V2E2 OVERVIEW
Start
Validation
Validation
failed No
?
Yes
Verification
Validation
failure No
valid
?
Yes
Estimation
&
Editing
Stop
Page 41 of 59

Page 42 of 59

VALIDATION
Start
Quantity Validation Tests

Quantity
Validation
Compulsory
Testing
Interval Count
Quantity
validation
No
passed
?
Quality Validation Tests
Compulsory
Maximum Transfer Capacity Yes
Optional
Unusually High Peak
Quality
Unusually Low Load Factor
Validation
Zero Interval
Testing
Interval Step
Demand Limit
Energy Limit
Load Factor Limit
Voltage Unbalance
Other MDP Tests
Quality
validation
No
passed
?
Yes
Validation Passed Validation Failed
Stop
Page 43 of 59

VALIDATION TEST DESCRIPTIONS

Test Basis Test Name Description
Determines if the correct number of interval

Interval
records have been received for the metering
Count
point for the day.
Determines if the number of consecutive

interval records that report a zero active
Zero Interval
energy volume exceeds a user-defined
value for the metering point for the day.
Determines if the interval-to-interval step

Interval Interval Step change exceeds a user-defined value for any
interval for the metering point for the day.
Determines if the active energy based

demand falls outside a user-defined range
Demand Limits
for any interval for the metering point for
the day.
Determines if there is an unbalanced voltage

Voltage
present which is usually indicative of a loss
Unbalance
of phase potential to the meter
Determines if the active energy volume falls

Energy Limits outside a user-defined range for the
metering point for the day.
Day
Determines if the load factor (Average
Load Factor Demand/ Peak Demand) falls outside a user-
Limits defined range for the metering point for the
day.
Page 44 of 59

VERIFICATION
Start
Investigate the
failed validation
test result(s) and
assess the validity
of the validation
failure.
Validation
failure No
valid
?
Yes
Validation Validation
Failure Failure
Valid Invalid
Validation Failure
Document the Invalidity
validation failure Acceptance
invalidity and Documentation
acceptance.
Stop
Page 45 of 59

EDITING & ESTIMATING
Start
Are measured quantities available from

any of the following sources:
y another revenue meter coincident
with the metering point
y a check meter coincident with the
metering point
y other data acquisition devices
coincident with the metering point
Select the most accurate metered
y an upstream or downstream Yes
data source.
revenue meter compensated to
the metering point
y an upstream or downstream
check meter compensated to the
metering point
y an upstream or downstream data
acquisition device compensated
to the metering point
No
Is the nature of the metering point such

that proxy measured data from a
Select the most accurate previous
previous period would accurately Yes
period energy data source.
represent the period for which
validation has failed?
No
Are there any sources of facility

operational information that would
provide reasonable support for the Use any available operational status
Yes
energy transfer across the metering and energy transfer information.
point for the period for which validation
has failed?
No
Establish an educated estimate for the

energy flow.
Create a data file

for the period for Data
which validation File
failed and
estimation is
required.
Fully document
the estimation/ Estimation/Editing
editing process Documentation
and data required
to create the edit
data file.
Stop
Page 46 of 59

APPENDIX 9 MEASUREMENT POINT DEFINITION RECORD

PROCESSES
Process For Adding Or Modifying A Measurement Point Where The Addition Or Modification
Is The Result Of Changes To One Or More Physical Metering Systems
Start NOTE:
The MPDR (Measurement Point Definition Record)
process for the addition or modification of a
measurement point that is required as the result of
changes to one or more physical metering systems
begins when the AESO authorizes either:
MSP provides the AESO No y the addition of a new transmission system facility
with an MSLD. which can include, but is not necessarily limited
to, any one of the following events:
y the construction of a new transmission to
distribution system substation (POD), or
MSLD y the interconnection of a new generation
acceptable facility to the transmission system (POS), or
? y the construction of a new interconnection
with a nieghboring transmission or
distribution control area (POI), or
y the creation of an ISD that requires new or
Yes modified metering points
y the modification of a transmission system facility
which can include, but is not necessarily limited
AESO (re)drafts an MPDR
to, any one of the following events:
based upon the MSLD and
y the addition/removal of a distribution feeder
any specific technical and/or
in a transmission to distribution substation
commercial terms that may
where feeder metering is being used to
be applicable to, or included
provide metering data for a measurement
as part of, the agreemeent
NOTE: point, or
between the AESO and their
This is a continuous revision y changes to a transmission substation
Customers/Participants.
process that must be No configuration that result from permanent
completed before any end- switching or reconfiguration operations, or
to-end testing can be carried y the installation of new metering points to
out on the measurement AESO provides a copy of the replace those formerly used for
point or underlying metering draft MPDR to the MSP and measurement point calculation purposes
points. MDP associated with the
new/modified measurement
point to which the MPDR
applies.
MPDR
finalized
?
Yes
NOTE:
An MSLD (Metering Single Line Diagram) is a AESO provides a copy of the NOTE:
standard electrical facility single line diagram that final MPDR to the MSP and At this point, the AESO,
indicates, all metering systems included within MDP associated with the MSP and MDP all have a
the scope of the facility, the: new/modified measurement final MPDR and end-to-end
y CT location and polarity point to which the MPDR metering/measurement point
y PT location and polarity applies. testing can commence.
y METER make/model
y CT/PT interconnections with METER and
any non-revenue metering equipment Stop
y RECORDER make/model (if applicable)
y TOTALIZER make/model (if applicable)
y pulse output connections between all
meters, totalizers and recorder (if
applicable)
Page 47 of 59

Process For Adding Or Modifying A Measurement Point Where The Addition Or

Modification Is NOT The Result Of Changes To Any Physical Metering Systems
Start NOTE:
process for a measurement point that is being added/
modified where such addition/modification is NOT the
result of any physical metering system changes can
only be initiated by the AESO and may include, but
AESO (re)drafts the MPDR not necessarily be limited to, any one of the following
based upon the existing events:
MSLD and any specific y a single POD being split
commercial terms that may y multiple PODs being combined
now be applicable to, or y loss compensation requirements
included as part of, y the consolidation of one or more existing
NOTE: agreements between the measurement points through an Industrial
This is a continuous revision AESO and their Customers/ System Designation application where no new or
process that must be No Participants. modified metering points are required
completed before any end-
to-end testing can be carried
out on the measurement
point. AESO provides a copy of the
draft MPDR to the MSP and
MDP associated with the
new/modified measurement
point to which the MPDR
applies.
MPDR
finalized
?
Yes
AESO provides a copy of the NOTE:

final MPDR to the MSP and At this point, the AESO,
MDP associated with the MSP and MDP all have a
new/modified measurement final MPDR and end-to-end
point to which the MPDR measurement point testing
applies. can commence.
NOTE:
An MSLD (Metering Single Line Diagram) is a Stop
standard electrical facility single line diagram that
indicates, for all revenue metering systems
included within the scope of the facility, the:
y CT location and polarity
y PT location and polarity
y METER make/model
y CT/PT interconnections with METER and
any non-revenue metering equipment
y RECORDER make/model (if applicable)
y TOTALIZER make/model (if applicable)
y pulse output connections between all
meters, totalizers and recorder (if
applicable)
Page 48 of 59

Process For Deleting A Measurement Point
Start NOTE:
process for deleting a measurement point can only be
initiated by the AESO.
AESO provides a copy of the

current MPDR marked and
dated as deleted to both the
MSP and MDP along with
any special instructions that
may be applicable to the
metering system/data
management operations as
part of, or in connection with,
the measurement point
decommissioning process.
MDP discontinues any

metering data mangament
processes associated with
the provision of
measurement data for the
deleted measurement point
as of the date and in
accordance with any special
instructions provided by the
AESO.
MSP discontinues any

metering system
management processes
associated with the deleted
measurement point as of the
date and in accordance with
any special instructions
provided by the AESO.
Stop
Page 49 of 59

Page 50 of 59

Page 51 of 59

1 Activation date: This date is when the MPDR comes into force, this date is
based on any one of three things:
• The energization of the equipment that the MPDR refers to
• The starting date of the contract that the MPDR has been written to reflect
• The start of a contract that required changing the name or a change in the
metering arrangement that is currently in place.
2 Measurement Point (MP): The Measurement Point refers to two parts of the
MPDR:
MPID: This MPID is the identifier used by the AESO for billing purposes
Name: This is the name of the substation or facility that the MPDR refers to,
usually the name given to a facility or substation by the contract holder.
3 Type: Type identifies the MPDR as either a POD or POS
POD: Point of Delivery. Where the electricity flows out of the Transmission
system to meet load.
POS: Point of Supply. A point where electricity is generated.
4 Contract Holder: This indicates the company or entity that has signed a contract
with the AESO (usually the owner of the facility) to buy and/or sell electricity.
5 LSA: Load Settlement agent. This indicates which company the contract holder
has arranged to settle the financial details of this measurement point.
6 MDP: Meter data provider. Indicates the company that is responsible for collecting
and transporting the data collected from revenue meters to the AESO.
7 Capacity: Indicates the capacity of the contract for either supply or demand that
has been signed with the AESO. This number should be expressed as the MW value of
the contract that has been signed with the AESO
Page 52 of 59

APPENDIX 10 25KV FEEDER METERING UPGRADE

CRITERIA
The following criteria will be used by the AESO in assessing the Transmission Facility
Owner’s (TFO) Proposals to Provide Service (PPS) for proposed upgrades to existing
25 kV feeder revenue metering and addition of 25kV feeders requiring revenue
metering.
These criteria will be used in the development of AESO functional specifications as well
as the PPS of the TFOs.
(a) Revenue Metering is applied to two types of distribution circuits which can be
classified as Urban and Rural. Urban circuits have lumped metering, i.e. the
revenue metering is located on the secondary of the transformer which in turn feeds
one or more feeders. Rural feeders cover a large geographic area and
consequently require individual circuit metering, i.e. revenue meters are applied to
each circuit.
(b) New 25 kV feeders require Measurement Canada approved revenue class metering
equipment as per the AESO’s current revenue metering standard.
(c) Upgrading of existing 25 kV feeders with dispensated metering equipment is

required if the existing meter is a two and half element meter, i.e. revenue meters
applied to the AIES are to be three element and the TFO is adding or changing
equipment in a substation.
(d) Changes to dispensated equipment (CT’s and PT’s) on existing 25 kV feeders is not
required where the CT’s and PT’s are subject to the Measurements Canada
dispensation obtained by the AESO and the equipment is functioning as designed.
The use of existing dispensated (CT’s and PT’s) equipment is encouraged.
(e) Existing 25 kV feeders will only have metering equipment (CT’s and PT’s) replaced
where the existing metering equipment has failed and will be replaced in kind.
That is, a failed dispensated CT or PT will be replaced by a dispensated CT or PT.
Where this is not possible or practical, the AESO will give consideration to replacing
the failed metering equipment with Measurement Canada approved equipment.
The equipment owner will contact the AESO only for those cases where the
metering equipment can not be replaced with like equipment.
(f) Individual feeder metering shall be installed at all new Rural substations. Individual
feeder metering may be applied to Urban feeders where the TFO requires such
metering. Substation totalized metering will be achieved through the Measurement
Point Definition Record (MPDR) and a virtual metering point.
Page 53 of 59

(g) All metering equipment on new feeders must be revenue class. Metering
equipment must comply with Measurement Canada standards and be maintained
by the TFO in accordance with those standards.
(h) The AESO will review metering replacements as contained in the TFO’s PPS on a
case by case basis.
Page 54 of 59

APPENDIX 11 DEFINITIONS
“accuracy class”: The upper limit of error demonstrated when a meter or instrument
transformer is tested in accordance with this Standard.
“Act”: The Electric Utilities Act (Alberta) as amended from time to time.
“active energy”: The capability of electricity to do work. Expressed in units of watthours

(Wh).
“affected party”: In relation to the measurement data for a measurement point:
(a) the AESO, or
(b) any Metering Service Provider who provides metering services that affect,
or have the potential to affect, the measurement data, or
(c) any Operator whose financial settlement with a Data Recipient is

determined based upon the measurement data, or
(d) any Data Recipient who uses the measurement data for financial settlement
purposes.
“AESO”: The Alberta Electric System Operator.
“AIES”: The Alberta “interconnected electric system” as defined in the Act.
“business day”: A day other than a Saturday, a Sunday, a statutory holiday in the
province of Alberta, or a Monday when a statutory holiday occurs on a Saturday or
Sunday and the following Monday is a day during which financial banking privileges are
suspended.
“check metering”: In relation to a metering point, a metering system provided for that
metering point in accordance with Appendix 6 of this Standard.
“data centre”: All the computer and communications related equipment and systems,
that are not part of either a metering system or a data system, necessary to provide
data centre services.
“Data Centre Provider”: The person who is, by virtue of a data centre services
agreement, accountable for the provision of data centre services.
“data centre services”: All services related to the operation of the data centre
necessary to meet the requirements of this Standard.
“data centre services agreement”: An agreement between the AESO and the Data
Centre Provider that defines the applicable metering points and measurement
Page 55 of 59

points along with the terms and conditions of service related to the provision of the
associated data centre services.
“Data Recipient”: Any person who has a measurement services agreement with the
AESO.
“data system”: All the computer and communications related equipment, that is not part
of either the data centre or any metering system, required to collect and process
metering data from one or more metering systems and transfer the metering data or
the resultant derived measurement data to the data centre.
“dispensated metering equipment”: Any metering equipment that has received

Measurement Canada approval under Section 9(2) or 9(3) of the Electricity & Gas
Inspection Act.
“Electricity & Gas Inspection Act”: The federal Electricity & Gas Inspections Act and
Regulations.
“energy metric”: Either an active energy or reactive energy quantity.
“daily system measurement file”: An electronic data file, containing metering data
and/or measurement data arranged in a pre-defined format, that is transferred from a
Metering Data Provider to the Data Centre Provider.
“in-situ test”: A test made on equipment that is still installed at the site where it
normally operates.
“interval”: A period of time over which an energy metric is accumulated.
“interval data”: A data set consisting of one or more records where each such record
contains, as a minimum:
(a) the volumes of one or more energy metrics that have accumulated over a
common specific interval, and
(b) an interval time-stamp
“interval time-stamp”: A time-stamp that indicates the end of an interval.
“measurement data”: The interval data associated with a measurement point.
“measurement point”: A measurement point is either a:
(a) singular, physically realizable point on the interconnected electric system

where active energy or reactive energy is measured, or deemed to have
been measured, for the purpose of financial settlement with a Data
Recipient, or
Page 56 of 59

(b) singular, non-physically realizable point considered to be effectively on the

interconnected electric system where active energy or reactive energy is
deemed to have been measured, for the purpose of financial settlement with
a Data Recipient.
“measurement point definition record”: A specification that defines the physical

arrangement of the metering system(s) as well as any algorithms used to manipulate
the metering data to produce the measurement data associated with the
measurement point to which the specification applies.
“measurement services agreement”: An agreement between the AESO and a Data

Recipient that defines the applicable measurement points along with the terms and
conditions of service related to the provision of the associated measurement data.
“measurement system”: The data centre in conjunction with a collection of one or

more data systems and one or more metering systems such that:
(a) for each metering system there exists one, and only one, related data
system, and
(b) for each data system there exists at least one related metering system.
“measurement system metering”: In relation to a measurement point, a metering

system required to provide some or all of the metering data necessary to produce the
measurement data for a measurement point that is defined as part of a metering
system services agreement.
“measurement system services”: Includes all:
(a) data centre services, and
(b) metering data services, and
(c) metering system services, and
(d) maintenance and enforcement of all aspects of this Standard
“measurement transformer”: A current or voltage transformer required to connect high

voltage equipment to a meter.
“meter”: The apparatus which measures active energy or reactive energy or both,
including any internal recorder, remote communications equipment, clock or current
or voltage transformers which are normally tested as a part of the apparatus.
“metering data”: The interval data associated with a metering point.
“Metering Data Provider”: A person who is, by virtue of a metering data services
agreement, accountable for the provision of metering data services.
Page 57 of 59

“metering data services”: All services related to the operation of the data systems
necessary to meet the requirements of this Standard.
“metering data services agreement”: An agreement between the AESO and a

Metering Data Provider that defines the applicable metering points and
measurement points along with the terms and conditions of service related to the
provision of the associated metering data services.
“metering equipment”: In relation to a metering system means all measurement

transformers, meters, recorders, remote communication equipment and associated
wiring provided for that metering system.
“metering point”: Either a real metering point or a virtual metering point.
“Metering Service Provider”: A Metering System Provider and/or a Metering Data

Provider.
“metering system”: All the metering equipment required for the measurement and, if
applicable, remote storage of the active energy and reactive energy interval data for
a single metering point.
“Metering System Provider”: A person who is, by virtue of a metering system

services agreement, accountable for the provision of metering system services.
“metering system services”: All services related to the design, installation, operation
and maintenance of the metering systems necessary to meet the requirements of this
Standard.
“metering system services agreement”: An agreement between the AESO and a

Metering System Provider that defines the applicable metering points along with the
terms and conditions of service related to the provision of the associated metering
system services.
“Mountain Daylight Time”: Mountain Standard Time plus one hour.
“Mountain Standard Time”: The mean time at the 105th meridian of longitude west of
Greenwich, England.
“non-dispensated metering equipment”: Any metering equipment that is not

dispensated metering equipment.
“Owner”: "Owner" as defined in the Act.
“power transmission equipment”: Any electrical equipment that transfers electrical

energy for the purpose of the distribution of electricity.
Page 58 of 59

“reactive energy”: The power which performs no useful work, but which periodically
shifts back and forth between the generator and the magnetic or dielectric field.
Expressed in units of varhours (VARh).
“reading”: In relation to a meter, means the record made or quantity displayed by that
meter of active energy or reactive energy transferred in a particular direction at a real
metering point during a particular period of time.
“real metering point”: The physical point of electrical connection of the primary circuit
of a current transformer that forms part of the metering system used to measure the
active energy or reactive energy transferred through that point.
“recorder”: An apparatus that stores interval data records obtained through a direct
internal or external connection to a meter that allows such interval data to be retrieved
at a future point in time.
“representative”: In relation to a person, means any employee, agent or consultant of

that person or of a third party contractor to that person.
“service agreement”: A metering system services agreement, metering data

services agreement or a data centre services agreement.
“Standard”: This document, namely, the Measurement System Standard.
“standard clock”: An NSERC, or equivalent, clock reference.
“time-stamp”: A record of the date and time of an event in a format as defined by this
Standard.
“virtual metering point”: An effective point of measurement, that may or may not be
physically locatable, where active energy or reactive energy deemed to have been
transferred through the point is derived from an algorithmical manipulation of the active
energy and reactive energy data of one or more metering points.
“written notification”: Includes any written notice delivered via letter mail, courier,
facsimile or email.
Page 59 of 59

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Alberta Electric System Operator Measurement System Standard

Revision Description Author Date

AESO Measurement System Standard

AESO Measurement System Standard

AESO Measurement System Standard

New Metering Point.........................................................................................................31

AESO Measurement System Standard

in respect to the provision and operation of the measurement system required

1.5 REQUIREMENTS FOR REVIEW

The in-service or effective date for this Standard is July 1, 2004.

AESO Measurement System Standard

1.6 STAKEHOLDER REVIEW COMMITTEE

AESO Measurement System Standard

2.0 ROLES & ACCOUNTABILITIES

Data Data System(s) Metering

AESO Metering Data Metering System

(data centre services) Provider(s) Provider(s)

(measurement system services)

2.3 MEASUREMENT SYSTEM

AESO Measurement System Standard

2.4 DATA CENTRE

2.5 DATA SYSTEMS

2.6 METERING SYSTEMS

AESO Measurement System Standard

3.0 MEASUREMENT SYSTEM

3.2 FUNCTIONAL OVERVIEW

where, in general, the AESO is responsible to:

3.3 SERVICE REQUIREMENTS

3.3.1 Measurement Point Definition Record

AESO Measurement System Standard

3.3.3 Check Metering

AESO Measurement System Standard

(i) Arbitration conducted in accordance with the Arbitration Act

AESO Measurement System Standard

4.0 DATA CENTRE

where, in general, the AESO is responsible to:

4.3 SYSTEM REQUIREMENTS

4.3.1 Data Collection

AESO Measurement System Standard

(b) accept a daily system measurement file as defined in Appendix 7;

4.3.2 Data Processing

4.3.3 Data Storage

AESO Measurement System Standard

5.0 METERING DATA SERVICES

5.2 SERVICE SCOPE

5.3 SERVICE REQUIREMENTS

5.3.1 Data Collection

5.3.2 Data Validation, Verification, Estimation & Editing

AESO Measurement System Standard

5.3.3 Data Storage

5.3.4 Data Processing

5.3.5 Data Transfer

AESO Measurement System Standard

AESO Measurement System Standard

6.0 METERING SYSTEM SERVICES

6.2 SERVICE SCOPE

6.3 SYSTEM REQUIREMENTS

AESO Measurement System Standard

6.3.2 Measurement Transformers