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Proposal Agreement for Data Processing, Aggregation, and Billing

This document discusses the proposal agreement for data processing, aggregation, and billing in the harmonisation working group meeting. It covers outstanding issues, proposed changes, and messaging updates.

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Proposal Agreement for Data Processing, Aggregation, and Billing

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  1. Retail Market Harmonisation Working Group 6 NIAUR Offices, Belfast 14 December 2009

  2. Agenda Minutes from HWG3a/4/5 Matters Arising & Outstanding from previous HWG meetings Proposal Agreements for Data Processing, Aggregation and Billing Technical Workstream Any Other Business Next Meeting 2 Private and Confidential

  3. Issues Outstanding from Previous HWG – To Close • Report back on differences in the check digit algorithm • From samples ESB and NIE have been unable to reproduce a difference • Population of interval timestamps • NIE will harmonise arrangements with ESB wherever timestamps are used within market messages • Register Type Code • ESB and NIE codes have different meanings • E.g. 50/52 refer to kW; IS/ES refer to kWh • Incomplete withdrawn meter reading sets in NI • NIE will modify processing with withdraw and replace all readings, even though only some readings are in error • Timing of issue of message 301N by NIE • NIE propose to generate on quotation issue (as ESB) • Most Suppliers requested this approach 3 Private and Confidential

  4. Issues Outstanding from Previous HWG – Carried Forward • NIE MPRN Website Data Publication Legal Review • Including NIE updates to medical equipment details • CER Consultation & CoP on Objection & Debt • De-energisation CoP review – to detailed design • Domestic de-energisation for non-payment through NI SIG 12 January • Interval metering installation charges in NI • This will be addressed through NI SIG • Extension of CoS customer read window to D-5 (IGG status) • Correct population of MIC start date 4 Private and Confidential

  5. Proposal Agreement on Data Processing Unmetered Data Processing Data Aggregation DUoS Billing

  6. Proposal Agreement – DP; DA; Billing • We will briefly review • Proposals presented on 1st December • Proposal changes and clarifications made as a result of comments made– highlighted in red • We will then • Seek general agreement • List exceptions to agreement • Work on the items agreed as outstanding – requiring further work • Refer other exceptions to next HSG (18th December) for decision • Issue message guides • Issue document summarising procedural changes • NIE and ESB will issue separate documents • There may be no changes and hence no document for ESB 6 Private and Confidential

  7. Customer and MP Data Summary • What key items have changed since HWG5 • DUoS re-estimation consumption thresh-hold in NI amended • Clarification on how message 252 is used to dispute a CoS read • Approach to EUF calculation in NI to match ESB approach • MPRN counts may not be populated by NIE on aggregation messages • What remains the same • Messaging • Items not in red type • What remains outstanding and is excluded from agreement • t.b.a. 7 Private and Confidential

  8. Data Processing - Messaging • NIE will introduce the following messages • Message 208 CoS Read Disputes • Message 342 Interval Meter Export • Messages 306W, 307W, 310W, 320W and 332W – Withdrawn Reading • Messages 303R and 305 were already introduced by Enduring Solution • NIE will not introduce the following messages • Message 308 Load Factor Exceptions • NHH MD metering is to be phased out in NI 8 Private and Confidential

  9. Data Processing – NHH Estimation Method(credit and multi-rate keypad meters) • NIE will further refine estimating approach as follows • Use equivalent period of previous year for registers with switched profiles • Use immediate previous period for registers with standard profiles • Profiles 1 and 3 are standard, profiles 2 and 4 are switched • Following provisions continue to apply • Base period must be a minimum length • Minimum to be reviewed, NIE tends to be shorter than ESB • Period length weighting to be applied using profiles • If no period can be found matching criteria NIE will continue to use trend default • Default values in NIE are dynamically maintained by type of installation • ESB uses static default values • Estimating approach proposed above more closely aligns to ESB approach • ESB can optionally use equivalent period of previous year • Approach has been shown to deliver accurate results • EAC / Profile approaches tend to inaccuracy at the individual Meter Point level 9 Private and Confidential

  10. Data Processing – Estimation Application • To align with RoI; NIE will apply the method described on the previous slide in all the following circumstances: • Estimation for DUoS billing when there is no scheduled read • Excluding single rate keypad metering • Estimation for Change of Supplier; excluding disputes • Estimation when a closing read at meter removal, exchange, replacement or de-energisation cannot be obtained or validated • Estimation to complete a set of readings when there are missing or invalid reads (so that the valid reads can be used) • Estimation for meter read validation • NIE do not currently propose to use the above method to estimate readings • When interpolation is to be used (e.g. CoS disputes, MCR0165) • NIE do not estimate in the following circumstances • Change of legal entity (unless Change of Supplier is also occuring) • CoLE is not settlement or DUoS relevant • Change of usage (a DUoS estimate may be re-used) • These areas are not aligned with ESB 10 Private and Confidential

  11. Data Processing – Meter Read Validation • NIE propose to modify validation routines as follows • To introduce a deminimus advance below which any advance on an energised meter will be considered valid • This will more closely align with a similar routine in RoI • NIE will review high limits above which a meter advance must be manually confirmed • In both NI and RoI high limits are based on a multiple of expected consumption estimated as previously described • Currently these limits vary between NIE and ESBN • (for example HHU/HHT limits are tighter in NI than in RoI) 11 Private and Confidential

  12. Data Processing – Estimation Application • Settlement Relevant Estimates • When an estimate is settlement relevant usage factors are calculated and communicated using messages 300, 300S,306, 307, 310, 320, 332 • Estimates are settlement relevant in NI and RoI when they are made: • for Change of Supplier; including disputes • when a closing read at meter removal, exchange, replacement or de-energisation cannot be obtained or validated • to complete a set of readings when there are missing or invalid reads • (so that other valid reads can be used) • for a Change of Usage 12 Private and Confidential

  13. Data Processing – Usage Factors • Calculation method for AUF (ESB) and AAC (NIE) aligns • Calculation method for EUF (ESB) and EAC (NIE) does not align • ESB use weighted average of previous 365 days AUF • Weighting is based on profile coefficients • NIE extrapolate from reading greater 46 weeks old • NIE propose to adopt the same approach as ESB • Weighting will be based on profile coefficients • Suppliers requested a harmonised calculation • Approach allows a future use of smoothing parameters • NIE will retain proposal to set EAC to zero for long term vacant sites as described for the Enduring Solution • When site becomes re-occupied EAC reset and message 300 is sent even if no reading 13 Private and Confidential

  14. Data Processing – Usage Factors • NIE proposes removal of usage factors at register level • UFs will be provided at Meter Point/Timeslot level but not Register level • Working practice will be developed to address issues that may arise • Similar to WP005 implemented by ESB • No Suppliers required retention of usage factors at register level • However; two issues were raised by Suppliers: to resolve these • Estimated consumption will be provided on message 320 at register level to help in first bill calculation • On message 332 when there is new metering or a new connection with the same timeslot on more than one register • EUF will be provided at timeslot but not register level • Suppliers can divide the Timeslot EUF by the number of registers affected to obtain a register specific EUF • In general NIE should not be fitting these metering configurations in future • NIE cannot commit to holding a register specific EUF 14 Private and Confidential

  15. Effective Dates Difference on re-energisation in NI enables re-energisation next day without a break in usage Design in RoI allows a short gap in usage for both next day re-energisation and for meter replacement and re-energisation on the same day

  16. Effective Dates – CoS and CoLE Reads • Change of Supplier • Reading and Required Date (D) on message 010 • Read Date = Required Date, at D, this is the Move Out Date • New Supplier Move In is D+1, EUF effective from D+1 • Change of Legal Entity • Reading and Required Date (D) on message 016 • Required Date is the Move In Date • Reading is dated at D-1, the Move Out Date • Move In Date is D, EUF effective from D

  17. Message 210 Supplier Provided Read Schema Serial number mandatory on 210 (and 208) but remains optional on 010 and 016 Message also contains Party Contact Details segment

  18. Message 303R Rejection of Supplier Provided Read • Message 303R is used as a rejection of readings submitted using messages 010, 016 and 210 • Message 303R is to be issued when • Meter details are incorrect (010, 016 and 210) • Readings are dated prior to the last DUoS bill (210 only in RoI) • Readings are future dated (010 and 210 only in RoI) • NIE will also issue message 303R as follows where ESB do not • When meter reads are implausible • Readings are provided for a CoLE with no date • ESB will estimate readings in this scenario • NIE do not estimate for CoLE • Available Meter ID segment contain the actual metering details provided when message 303R is issued in response: • When the meter details provided were incorrect

  19. Message 303R Schema

  20. Message 300 Meter Reading Schema(MPRN, Usage Factor and Remarks) Meter reader remarks used by NIEfor now vacant / now occupied

  21. Message 300 Meter Reading Schema(Meter and Register)

  22. Message 300S Special Read(MPRN, Usage Factor and Remarks) Meter ID and Register Data are the same as for message 300

  23. Message 305 Estimate Schema Used for non-settlement relevant estimates Therefore does not contain load profile (any profile change would be settlement relevant) Read status code, proposed by NIE in Enduring Solution, is not provided as has only one value

  24. Message 306 De-Energisation SchemaMessage 307 Re-Energisation Schema(MPRN and Usage Factors) Meter ID and Register Data are the same as for message 300

  25. Message 310 CoS Closing Read Schema (MPRN and Usage Factors) Meter ID and Register Data are the same as for message 300

  26. Message 320 CoS Opening Read Schema (MPRN and Usage Factors)

  27. Message 320 CoS Opening Read Schema (Meter ID and Register Data ) Estimated consumption provides details for first customer bill. It will be calculated by NIE using the same approach as an EUF

  28. Message 332 Meter Works Schema (MPRN and Usage Factors) Generally AUF are not present for a New Connection Generally EUF are not present when all meters are removed

  29. Message 332 Meter Works Schema (Removed Meters)

  30. Message 332 Meter Works Schema (New Meters)

  31. Message 332 Meter Works Schema (Retained Meters) Segment will be introduced into NI schema and used for retained meters Currently NI do not use the retained meter segment

  32. Message 300W Withdrawn Reading Schema(MPRN Level)

  33. Message 300W Withdrawn Reading Schema(Meter ID and Register Data ) Meter ID and Register Data schema are the same as for message 300 This was not previously the case in NI

  34. Message 306W Withdrawn De-Energisation SchemaMessage 307W Withdrawn Re-Energisation Schema (MPRN Level) Replaces message 300W in NI Read date will no longer be available in NI Meter ID and Register Data are the same as for message 300W

  35. Message 310W Withdrawn CoS Read Schema(MPRN Level) Replaces message 300W in NI Meter ID and Register Data are the same as for message 300W

  36. Message 320W Withdrawn CoS Read Schema(MPRN Level) Replaces message 300W in NI

  37. Message 320W Withdrawn CoS Read Schema(Meter and Register Level) Replaces message 300W in NI

  38. Message 332W Withdrawn Meter Works Schema(MPRN Level) Replaces message 300W in NI Read date will no longer be available in NI Removed, new and retained meter segments follow the same format as 332 Usage factors will be removed from ESB message 332W (they are not used)

  39. CoS Reading Dispute • NIE to introduce message 208 to enable a Supplier to submit a replacement reading to settle a CoS dispute • Only one Supplier is required to submit the 208 message • NIE MRS will contact the other Supplier to obtain agreement • Assuming agreement responses are: • 310W and 310 to Old Supplier and 320W and 320 to New Supplier • NIE to introduce a usage of message 252 to resolve a CoS reading dispute • Read type E is used with reason code 04 to request estimate from an actual read • NIE MRS will contact the other Supplier to obtain agreement to use of an estimate • If NIE hold an actual read collected after the CoS, that read is used • If NIE do not hold an actual read collected after the CoS, a special read is obtained • Estimates are created by interpolation from the special read or actual read • The special read may be chargeable if the original CoS read is upheld • The special read is sent to the registered Supplier using message 300S. • Responses containing the interpolated estimated CoS read are as per 208 • Proposals match ESB processing and will be reflected in AP102a • NB: In general where an actual read is less than an estimated or Supplier provided customer reading used for a Change of Supplier, the Change of Supplier reading will be reversed and replaced

  40. Message 208 Replacement Reading Schema Serial number mandatory on 208 (and 210) but remains optional on 010 and 016 Message also contains Party Contact Details segment

  41. Message 331 Interval Meter – ex Meter Works & CoS

  42. Message 341 Interval Import Schema Alert Flag replaces Channel Status in NI (channel status had valid and invalid status codes) Both NIE and ESB accumulate data from multiple outstations into one record

  43. Message 342 Interval Export Schema Both NIE and ESB accumulate data from multiple outstations into one record This message is sent to Suppliers nominated to receive data of distribution connected (NPE) Participant Generators and those registered in a Non Participant Export Arrangement

  44. Unmetered Supplies • NIE will introduce the following messages • Message 701 Unmetered Consumption • Will be used by NIE as a result of Billing including CoS Loss • Messages 700W and 701W – Withdrawn Inventory/Consumption • Messages 700 was already introduced by Enduring Solution • Will be further used to communicate changes after energisations/de-energisations have occurred • Unmetered processes will remain unchanged in NIE for • Annual confirmation • Inventory update • Inventory splits • Inventory clarifications • Message 700 was introduced for use under the enduring solution for these processes 44 Private and Confidential

  45. Unmetered Supplies - Data • Decisions on consumption determination remain open • ESB use Burning Hours Calendar • NIE may use Burning Hours or Profile depending on Procured System • Methods are Equivalent • NIE will not populate Group MPRN • Group MPRN is optional field • NIE does not group unmetered MPRNs • Technical MPRN will always be populated • This MPRN should also be used on registration messaging • Meter Point Address is populated with Billing Address in NI 45 Private and Confidential

  46. Use of 700 series messages • Message 700 Inventory • New unmetered connection • Change of inventory • including energisation or de-energisation of all or part of the inventory • Change of Supplier - Gain • Message 701 Consumption • Monthly billing • Change of Legal Entity • Change of Supplier – Loss – to Old Supplier • Message 700W Inventory Withdrawal • Reversal across a change of inventory • Reversal across a Change of Supplier – Gain • Message 701W Consumption (Billing) Withdrawal • Billing reversal across monthly billing • Billing reversal across a Change of Legal Entity • Billing reversal across a Change of Supplier - Loss - to Old Supplier 46 Private and Confidential

  47. Message 700 Unmetered Inventory Schema Unmetered Type Code has been changed to eight characters Message also contains Meter Point Address segment

  48. Message 701 Unmetered Consumption Schema Consumption at MPRN level is the sum of consumptions at detail level Unmetered Type Code has been changed to eight character

  49. Message 700W Withdrawn Inventory Schema Unmetered Type Code has been changed to eight characters Message also contains Meter Point Address segment

  50. Message 701W Withdrawn Consumption Schema Unmetered Type Code has been changed to eight character

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