PUBLIC MDP_MAN_0003

Market Manual 3: Metering

Part 3.0: Metering

Overview
Issue 11.0

This document provides an overview of the market

manual for Metering.

Public
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Document ID MDP_MAN_0003
Document Name Part 3.0: Metering Overview
Issue Issue 11.0
Reason for Issue Released for Baseline 28.0
Effective Date September 12, 2012
Part 3.0: Metering Overview Document Change History

Document Change History

Issue Reason for Issue Date
1.0 Approved by the IMO Board May 2, 2000
2.0 To reflect board-approved changes to other parts of the June 2, 2000
manual
3.0 Released for Baseline 5.0 January 5, 2001
4.0 Released for Baseline 6.0 February 20, 2001
5.0 Released for Baseline 6.2 May 17, 2001
6.0 Released for Baseline 6.3 July 16, 2001
7.0 Released for Baseline 6.5 October 09, 2001
8.0 Released for Baseline 7.0 January 16, 2002
9.0 Revisions following Baseline 7.0 March 25, 2002
10.0 Released for Baseline 12.1 December 8, 2004
11.0 Updated for Baseline 28.0 September 12, 2012

Related Documents
Document ID Document Title
N/A

Issue 11.0 – September 12, 2012 Public

Part 3.0: Metering Overview Table of Contents

Table of Contents
Table of Contents...................................................................................................... i

Table of Changes ..................................................................................................... ii

1. Market Manuals ................................................................................................ 1

2. About This Manual ........................................................................................... 2

2.1 Purpose ............................................................................................................... 2
2.2 Scope .................................................................................................................. 2
2.3 Who Should Use This Manual............................................................................. 3
2.4 Conventions ........................................................................................................ 3

3. Procedures Summary ...................................................................................... 4

3.1 Interrelationship of the Procedures ..................................................................... 4
3.2 Procedures for Registering a Metering Installation ............................................. 5
3.3 About the Procedures in this Manual .................................................................. 6
3.3.1 Part 3.1: MSP Registration, Revocation and De-registration .................. 6
3.3.2 Part 3.2: Meter Point Registration and Maintenance............................... 6
3.3.3 Part 3.4: Measurement Error Correction ................................................. 6
3.3.4 Part 3.5: Site-Specific Loss Adjustments ................................................ 6
3.3.5 Part 3.6: Conceptual Drawing Review ..................................................... 6
3.3.6 Part 3.7: Totalization Table Registration ................................................. 6
3.3.7 Part 3.8: Creating and Maintaining Delivery Point Relationships ............ 6
3.3.8 Part 3.9: Conformance Monitoring .......................................................... 7
3.3.9 Part 3.10: Transmission Grid – High Voltage Metering ........................... 7

4. Applicability of Procedures ............................................................................. 8

Issue 11.0 – September 12, 2012 Public i

Table of Changes MDP_MAN_0003

Table of Changes
Reference Description of Change
Throughout Replaced IMO with IESO in the document text and in the following diagrams:
document - Figure 3-1: Interrelationships of Procedures within the Metering Market
Manual
- Figure 3-2: Main Steps for Registering a Metering Installation in the IESO-
Administered Market
Section 2 Added Market Manual 3: Metering, Part 3.10 Transmission Grid – High Voltage
Metering.
Section 3.3.9 Added description of Market Manual 3: Metering, Part 3.10 Transmission Grid –
High Voltage Metering..
Section 4 Added reference to Market Manual 3: Metering, Part 3.10 Transmission Grid – High
Voltage Metering.

ii Public Issue 11.0 – September 12, 2012

Part 3.0: Metering Overview 1. Market Manuals

1. 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.

– End of Section –

Issue 11.0 – September 12, 2012 Public 1

2. About This Manual MDP_MAN_0003

2. About This Manual

This document is Volume 3.0 of the market manuals, and provides an overview of “Market Manual 3:
Metering”.
The metering manual is composed of the following document set:

Market Manual 3: Metering

Document ID Part No. Name of Procedure Document

MDP_MAN_0003 3.0 Metering Overview
MDP_PRO_0007 3.1 Metering Service Provider (MSP) Registration, Revocation and
De-registration
MDP_PRO_0013 3.2 Meter Point Registration and Maintenance
MDP_PRO_0010 3.4 Measurement Error Correction
MDP_PRO_0011 3.5 Site-Specific Loss Adjustments
MDP_PRO_0012 3.6 Conceptual Drawing Review
IMP_PRO_0047 3.7 Totalization Table Registration
IMP_PRO_0057 3.8 Creating and Maintaining Delivery Point Relationships
IMP_PRO_0058 3.9 Conformance Monitoring
IESO_PRO_0573 3.10 Transmission Grid – High Voltage Metering
MDP_STD_0004 Wholesale Revenue Metering Standard - Hardware
MDP_STD_0005 Site-Specific Loss Adjustments Standard

2.1 Purpose
The metering manual is designed to provide an overview of the metering procedures required for
registering as a metering service provider (MSP) and for registering a metering installation in the
IESO-administered markets.

2.2 Scope
This overview is intended to provide a summary of the steps and interfaces for metering service
providers, metered market participants (MMPs), and the IESO, for metering-related registration
activities. Procedural work flows and steps described in component procedures serve as a roadmap
for metering service providers, metered market participants and the IESO, and reflect the
requirements set out in the market rules and applicable IESO policies and standards.
The information provided in the metering manual is not intended for use as training material for the
above referenced procedures, and specific procedures internal to the IESO are not provided.

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Part 3.0: Metering Overview 2. About This Manual

2.3 Who Should Use This Manual

The intended audiences for the metering manuals are metering service providers. Metered market
participants should refer to this manual for reference purposes.

2.4 Conventions
The standard conventions followed for market manuals are as follows:
• The word ‘shall’ denotes a mandatory requirement;
• Terms and acronyms used in this market manual including all Parts thereto that are
italicized have the meanings ascribed thereto in Chapter 11 of the “Market Rules”;
• Double quotation marks are used to indicate titles of legislation, publications, forms and
other documents.
Any procedure-specific convention(s) shall be identified within the procedure document itself.

– End of Section –

Issue 11.0 – September 12, 2012 Public 3

3. Procedures Summary MDP_MAN_0003

3. Procedures Summary

3.1 Interrelationship of the Procedures

Figure 3-1, below, shows the composition of this market manual and shows how the procedures
trigger events and how the metering manual relates to other market manuals.

Metering organization MSP or MMP wishes

MSP wishes to register a
wishes to register with IESO to review a single line
metering installation.
IESO as an MSP. diagram.

3.1 MSP 3.8 Creating and

Registration, Maintaining 3.6 Conceptual
Revocation and Delivery Point Drawing Review
De-registration Relationships

3.2 Meter Point

3.5 Site-Specific 3.4 Measurement
Registration &
Loss Adjustments Error Correction
Maintenance

3.7: Totalization
Table Registration

3.9: Conformance Monitoring

relates to monitoring of the
wholesale market in Market
Manual 3: Metering

Figure 3-1: Interrelationships of Procedures within the Metering Market Manuals

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Part 3.0: Metering Overview 3. Procedures Summary

3.2 Procedures for Registering a Metering Installation

Market Manual 3: Metering

Market Manual 1: Market Entry, Mtce. & Exit

1.1: Participant Authorization, 3.2: Meter Point Registration and Maintenance

Maintenance & Exit (associating the metering installation to a Meter Point)
MSP submits/IESO accepts SLD for new MI
MSP states MI is compliant, or completes Alternative Metering Installation
Application for Authorization Standard Checklist or General Exemption
Applicant becomes Authorized Market IESO creates Meter Point(s)
Participant (MP) MMP assigns MSP for the new Meter Point(s)
MSP submits/IESO accepts corrections/adjustments, as necessary (Part 3.4
for MEC and 3.5 for SSLA)
MSP submits TLF and DLF, if necessary
1.2: Facility Registration, Maintenance MSP submits/IESO accepts EITRP
& Exit Overview MSP submits/IESO validates MV-90 Master File via MIRT (telephone #,
password, multipliers, channel designation, etc.)
Application for Facility Registration IESO undertakes end-to-end test to assess correctness of meter readings
Resource (DP) created MSP signs the end-to-end test report
MP assigns RMP & MMP for new DP See procedures for more details

3.8: Creating and Maintaining DP 3.7: Totalization Table Registration

Relationships (establishing Delivery Point - Meter Point relationships)

MMP assigns/IESO assesses relationships MSP submits/IESO accepts Totalization Table for new DP
(MSP and Transmitter or Distributor) for new IESO enters Totalization Table into meter registry with an effective date
DP MSP and transmitter (where applicable) sign the Site Registration Report
(SRR)
MMP submits starting date for settlement See procedures for more details
IESO accepts MMP for new DP

Metering Installation Registered

and ready for Settlement

Figure 3-2: Main Steps for Registering a Metering Installation in the IESO-Administered Market

Issue 11.0 – September 12, 2012 Public 5

3. Procedures Summary MDP_MAN_0003

3.3 About the Procedures in this Manual

The following is a synopsis of each of the procedures that comprise the ”Metering Manual”.

3.3.1 Part 3.1: MSP Registration, Revocation and De-registration

This procedure provides an overview of the metering service provider registration process, and
describes the requirements, forms and steps to register as a metering service provider. Maintenance
processes, such as revocation and de-registration are also described.

3.3.2 Part 3.2: Meter Point Registration and Maintenance

This procedure is the second step in registering a metering installation and follows the procedure
described in “Part 3.8: Creating and Maintaining Delivery Point”. This procedure defines the
registration processes for meter points. Procedures are also defined for registering changes to a
metering installation.

3.3.3 Part 3.4: Measurement Error Correction

This procedure explains what measurement error corrections are, and how to calculate and submit
them for the purposes of metering installation registration or upgrades.

3.3.4 Part 3.5: Site-Specific Loss Adjustments

This procedure explains what site-specific loss adjustments are, and how to calculate and submit them
for the purposes of metering installation registration.

3.3.5 Part 3.6: Conceptual Drawing Review

This procedure describes how to prepare and submit single line diagrams to the IESO for preliminary
review. The single line diagram can be for a proposed metering installation or for proposed changes
to an existing metering installation. The IESO provides this review as a service to metering service
providers and metered market participants.

3.3.6 Part 3.7: Totalization Table Registration

This procedure describes how to register totalization tables with the IESO. Totalization table
registration is the third step of the metering installation registration process.

3.3.7 Part 3.8: Creating and Maintaining Delivery Point

Relationships
This procedure describes how to create and modify delivery points for both the energy market and
transmission tariffs. Creating a delivery point is the first step in the metering installation registration
process.

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Part 3.0: Metering Overview 3. Procedures Summary

3.3.8 Part 3.9: Conformance Monitoring

This procedure describes how the IESO monitors the conformance of metering installations and
metering service providers to the ”Market Rules” and provides the steps required to comply for
market participants, metered market participants and metering service providers.

3.3.9 Part 3.10: Transmission Grid – High Voltage Metering

This manual describes the implementation and registration process for transmission grid high voltage
metering installations, which is part of the registration process for a metering installation in the IESO
marketplace.

– End of Section –

Issue 11.0 – September 12, 2012 Public 7

4. Applicability of Procedures MDP_MAN_0003

4. Applicability of Procedures
The table below summarizes the most common situations or events that are likely to trigger activities
described in this market manual. To use this table, select the event that most closely matches your
area of interest under the “Event” column; then refer to the appropriate Procedures document listed in
the “Procedure” column. A list of all Procedures documents that comprise this market manual is
found in Section 3 of this document.

Table 4-1: Events and Procedures

Event Procedure
Metering organization wishes to register with the Part 3.1: Metering Service Provider (MSP) Registration,
IESO as a metering service provider. Revocation and De-registration
Metering service provider or metered market Part 3.6: Conceptual Drawing Review
participant wishes the IESO to review a single
line diagram for a proposed metering installation,
or proposed changes to a metering installation.
Metering service provider wishes to register a Part 3.0: Metering Overview
metering installation. Part 3.2: Meter Point Registration and Maintenance
Part 3.4: Measurement Error Correction
Part 3.5: Site-Specific Loss Adjustments
Part 3.7: Totalization Table Registration
Part 3.8: Creating and Maintaining Relationships
Part 3.10: Transmission Grid – High Voltage Metering

– End of Document –

8 Public Issue 11.0 – September 12, 2012