=== rmu-pages-21.ppm ===
which submitted the switch request, and the incumbent Supplier. The notice
shall indicate the reasons for such failure.2!

3.2.3. Submission of Additional Requirements. The requesting Supplier may
submit the lacking requirements or remedy the conditions that lead to the
failure of customer switch within fifteen (15) calendar days upon receipt of the
notification as provided in Section 3.2.2 of this Manual.22

3.24. Approval of Previous Switch Request. In case of insufficient Prudential
Requirements, the party required to comply shall update its Prudential
Requirements to the satisfaction of the Market Operator and the switch can take
effect without need of resubmission of a Switch Request.

3.3. Maintenance and Updating of Central Registration Body Registry

3.3.1. The Central Registration Body shall maintain and update its registration records
of all switches in electronic copies. Retention, storage and destruction of
records shall be in accordance with prevailing company policies or relevant
market manuals. The Central Registration Body shall be responsible for
maintaining and ensuring completeness of registration records.

3.2.2. The Central Registration Body’s registration records shall include the following:

a. Switch Request Forms and Revisions

b. Notices and other communications to and from the requesting parties, and
other parties or agencies

Assessment forms and related internal communications

d. Document submissions from the requesting parties

Ill. CUSTOMER RELOCATION

1. COVERAGE

Q

This section provides for the conditions and procedures for implementing and giving effect
to customer relocation upon the request of a Contestable Customer.

2. OVERVIEW

2.1. A Contestable Customer that wishes to relocate to a new service address within the
same franchise area and wishes to continue to be served by its present Supplier shall
send a prior request for relocation of service to the Supplier and the relevant
Distribution Utility or Network Service Provider. 24

2.2. The relocation of a Contestable Customer shall apply only when the registered facility of
a Contestable Customer is transferred to a different service address and the
certification of contestability remains valid. However, if a new cettification of
contestability is issued by the Energy Regulatory Commission for the facility at its new
location, the Contestable Customer shall-

*t Clause 3.2.2.4 a, Retail Rules
2 Clause 3.2.3.4 b, Retail Rules
3 Clause 3.2.2.4 c, Retail Rules
4 Clause 3.2.3.1, Retail Rules

Page 6 of 11

=== rmu-pages-22.ppm ===
a. Apply for a new registration in respect to said facility, which registration shall
be governed by Chapter 2 of the Retail Rules and the Retail Manual: Registration
Criteria and Procedures; and

b. Send a notice to the Central Registration Body of the cessation of registration of
the previously-registered facility in accordance with Chapter 2 of the Retail
Rules and the WESM Manual: Registration, De-Registration and Suspension
Criteria and Procedures.

3. Procedures

3.1. If the present Supplier agrees to continue to provide service, the Contestable Customer
shall submit a Customer Relocation Form to the Central Registration Body evidencing

the concurrence of the Supplier and the relevant Distribution Utility or Network Service
Provider, 26

3.2. If the present Supplier does not agree to continue to provide service:

a. The Contestable Customer shall switch to a new Supplier in accordance with
the requirements and procedures set out in Clause 3.2.2 of the Retail Rules
and Chapter II of this Manual prior to relocation. In case of a Direct WESM
Member, the Contestable Customer shall submit additional securities required
by the Market Operator as necessary to fully satisfy the Prudential
Requirements set out in the WESM Rules.

b. Ifa Contestable Customer fails to comply with the conditions set out in the
previous paragraph, the Central Registration Body shall notify the Supplier
and the relevant Distribution Utility or Network Service Provider. The
Distribution Utility or Network Service Provider shall then not permit
relocation to a new service area or if the relocation has already been effected,
the Distribution Utility or Network Service Provider concerned shall cause
disconnection of the Contestable Customer, 27

IV. TERMINATION OF RETAIL SUPPLY CONTRACTS

1. COVERAGE

This section establishes the requirements and procedures for implementing and approving,
if necessary, the termination of Supplier service by the Supplier.

2, OVERVIEW
2.1. Types of Termination of Supply Contracts

2.1.1. Non-renewal - If the incumbent Supplier does not intend to renew the supply
contract upon its expiration, the Supplier shall send a notice of non-renewal to

® Clause 3.2.3.2, Retail Rules.
6 Clause 3.2.3.6, Retail Rules
*” Clause 3.2.3.7, Retail Rules

Page 7 of 11

=== rmu-pages-23.ppm ===
2.1.2.

the Contestable Customer and the Central Registration Body within thirty

calendar (30) days prior to the expiration of the said supply contract.
Pre-termination - If the incumbent Supplier intends to terminate the contract
prior to the expiration of its term, the Supplier shall send a notice of pre-
termination to the Contestable Customer in accordance with the terms specified
in the contract to the Central Registration Body and to the relevant Network
Service Provider and Retail Metering Services Provider.29

2.2. Options for Affected Contestable Customer in case of Termination of Supply
Contract

2.2.1. Switch option for Non-renewal or pre-termination - In case of non-renewal or

2.2.2.

2.2.3.

pre-termination, the Contestable Customer shall switch to a new Supplier in
accordance with the requirements and procedures set out in Clause 3.2.2 of
the Retail Rules.3°

Application for Direct WESM Membership - Customer Category or
Additional Prudential Requirements for Direct WESM Member
Contestable Customer - A Contestable Customer who is registered as an
Indirect WESM member may apply as a Direct WESM Member to be able to
directly purchase its supply requirements from the spot market.

A Contestable Customer who is registered as a Direct WESM Member shall post
securities to satisfy the Prudential Requirements set out in the WESM Rules.3!

2.3. If the Contestable Customer is an Indirect WESM Member and it fails to successfully

switch to another Supplier prior to the expiration of the Retail Supply Contract, the
original Supplier shall:

2.3.1.

2.3.2

Initiate the disconnection of said Contestable Customer following prevailing
rules and procedures for disconnection; and22

Notify the Central Registration Body that it has initiated disconnection
procedures,3

2.4 Role of the Central Registration Body

The termination of the contract shall be given effect by the Central Registration Body only: if
the following conditions are met.

3. PROCEDURES
3.1. Submission of Notices
3.1.1. Notice of Non-renewal - The Supplier shall send the notice to the Contestable

3.1.2.

Customer and the Central Registration Body within thirty (30) working days prior
to the expiration of the said supply contract.

Notice of Pre-termination - The incumbent Supplier shall send a prior notice
of termination to the Contestable Customer in accordance with the terms

78 Clause 3,

.1, Retail Rutes

2.5.1
* Clause 3.2.5.2, Retail Rules
2.5.3

0 Clause 3.

a, Retail Rules

*' Clause 3.2.5.3 b, Retail Rules
* Clause 3.2.5.4 a, Retail Rules
* Clause 3.2.5.4 b, Retail Rules

Page 8 of 11

=== rmu-pages-24.ppm ===
3.2.

specified in the contract to the Central Registration Body and to the relevant
Network Service Provider and Metering Service Provider.

‘Procedures for Non-renewal or Termination

The Central Registration Body shall ensure that the following conditions are satisfied
before confirming the termination of the contract.

3.2.1.

3.2.2,

Switch to a New Supplier- If a Contestable Customer switches to a new
Supplier, the following procedures shall apply:

a. A new Supplier shall submit a switch request to the Central Registration
Body following the procedures for switching;

b. Central Registration Body shall process the Switch Request in accordance
with the switching procedures of this Manual;

c. Once the switch is successfully approved and implemented, the Central
Registration Body shall confirm the termination of the previous Retail
Supply Contract; and

d. Within two (2) working days of confirming the termination above, the

Central Registration Body shall send a notification letter to the previous
Supplier, Contestable Customer and its new Supplier.

Submission of Additional Securities by a Contestable Customer registered
as Direct WESM Member

a. Prior to the expiration of its Retail Supply Contract, the Contestable Customer
registered as Direct WESM Member shall post additional securities to meet
the Prudential Requirements set out in the WESM Rules.

b. Once the Contestable Customer provides the Prudential Requirements, the
Central Registration Body shall confirm the termination of the previous
Retail Supply Contract.

c. Within two (2) working days from giving effect to the termination, Central
Registration Body shall send a notification letter to the previous Supplier
and Contestable Customer.

3.2.3. Application as Direct WESM Member by Contestable Customer

A Contestable Customer may apply as Direct WESM Mentber in order to cover its
supply requirements and to avoid disconnection of Supplier by meeting the
criteria and procedures for the registration of WESM Members and Trading
Participants set forth in Chapter 2 of the WESM Rules and in the WESM Manual
on Registration, Suspension and De-Registration Criteria and Procedures.

Vv. TRANSFER TO A SUPPLIER OF LAST RESORT (SOLR)

1.

COVERAGE

This section establishes the requirements and procedures for implementing and approving,

if necessary,
SOLR.

2.

the transfer of Contestable Customers affected by a Last Resort Supply Event to a

OVERVIEW

Page 9 of 11

=== rmu-pages-25.ppm ===
2.1. A Contestable Customer shall be transferred to the SOLR upon occurrence of any of the
following Last Resort Supply Events:

a. The Supplier has ceased to operate;

b. The Supplier's license or authorization has been revoked by the Energy Regulatory
Commission;

c. The Supplier is no longer permitted to trade in the WESM due to suspension,
deregistration, or cessation of membership, or

d. The agreements for transmission, wheeling or distribution services with the
relevant Network Service Provider or Distribution Utility have been terminated .34

2.2, When the Central Registration Body determines the occurrence of any of the
aforementioned last resort events, a notification shall be sent to the affected
Contestable Customer/s, the SOLR, the Direct WESM Member counterparty/ies of the
Contestable Customer/s if applicable and the defaulting Supplier, if practicable, of the
occurrence and the effective date of the transfer to the SOLR 35

For the Contestable Customer that is an Indirect WESM Member and the defaulting
Supplier is its Direct WESM Member counterparty, the Contestable Customer shall notify

~

the Central Registration Body and the SOLR if it chooses to be served by the latter.3¢

For the Contestable Customer that is an Indirect WESM Meniber and the defaulting
Supplier is not its Direct WESM Member counterparty (due to existence of multiple
suppliers), the availment of SOLR service must be approved first by the Contestable
Customer’s Direct WESM Member counterparty before the Central Registration Body
and the SOLR are notified.

A Contestable Customer that is a Direct WESM Member may choose a) to be served by
the SOLR following the timeline set out in Clause 3.4.3; or, b) not to be served by the
SOLR. If it chooses the latter, the Contestable Customer shall submit additional
securities required by the Market Operator to fully satisfy the prudential requirements
set out in the WESM Rules. 37

The Central Registration Body shall be notified by the SOLR and the Contestable
Customer of the transfer no later than 48 hours after being notified of the occurrence
of the Last Resort Supply Event.38

3. PROCEDURES

3.1. Submission and Processing of Switch Request (Switch to SOLR) - Once all parties
agree, an accomplished switch request form shall be submitted by the SOLR to the
Central Registration Body no later than 48 hours after being notified of the occurrence
of the Last Resort Supply Event.

3.2. Assessment and Approval - Upon receipt of the request, the Central Registration Body

: shall evaluate the form. The Central Registration Body shall immediately notify the

* Clause 3.4.1, Retail Rules
*® Clause 3.4.2, Retail Rules
*© Clause 3.4.3, Retail Rules
* Clause 3.4.4, Retail Rules
* Clause 3.4.3.3, Retail Rules
Page 10 of 11

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3.3.

SOLR to provide the prudential requirements within three (3) working days from
receipt of the switch request/ notification.

Disconnection - The Central Registration Body shall initiate disconnection of a
Contestable Customer based on the following grounds:

a. Failure of the Contestable Customer to give notice within the period set out in the
Retail Rules;

b. Provision of notice that it elects not to be transferred to a SOLR within the period
set out in the Retail Rules; or
c. Failure to enter into a contract with the SOLR.

Page 11 of 11

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ANNEX “C”

Retail Manual
eee
Disclosure and Confidentiality of Contestable

_ Customer Information
ee

=== rmu-pages-28.ppm ===
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TABLE OF CONTENTS

PURPOSE & SCOPE OF APPLICATION o...csssssssssssssssssssssessssusssteseeteeeeeeeecteeeeeeecccc. 1
DEFINITIONS, REFERENCES AND INTERPRETATION ooccccscssccccccccceeeeeeeecccc. 1
GENERAL GUIDELINES .....-cccsccsssssssssssssssssessesssssssssussstssnttstestsvevtssttteeeeeeeeeeeeeeeeecccc 12
RESPONSIBILITIES ....sscccsosssscscsssssssseessensssssssssessssuussnsaressnsusussessstesteeseeesseseeeee 2
CONFIDENTIALITY AND DISCLOSURE POLICY .tessssssssessssstessssesteeeeeeec. 2
PROCEDURES FOR THE REQUEST AND RELEASE OF CONTESTABLE
CUSTOMER INFORMATION .....scssccsssssssssssssssssssssestnsesssssssessuusassistteteeeeeeeeecceec 3
AMENDMENTS .....cccssessssssssssssssssssstsessusssssesussssssssauansstsssuisastissuevassteeeeee 34
EFFECTIVITY AND PUBLICATION Q.cccssccccsssesssssssssssssesstessssssscsssssessssteeeesese 34

=== rmu-pages-29.ppm ===
1. PURPOSE & SCOPE OF APPLICATION

Pursuant to Clause 2.3.2.3 of the Rules for the Integration of Retail Competition in the
Wholesale Electricity Spot Market (Retail Rules), the Central Registration Body shall develop
and publish procedures for the request and release of Contestable Customer information and
the corresponding service fees,

This Manual covers the types of Contestable Customer information that may be subject to
disclosure and available for dissemination and the procedures for requesting and the release _
of Contestable Customer information.

2. DEFINITIONS, REFERENCES AND INTERPRETATION

2.1. Definitions

Unless otherwise defined or the context implies otherwise, the italicized terms used in this
Manual which are defined in the WESM Rules and Retail Rules will bear the same meaning
as defined in the WESM Rules and Retail Rules.

2.2. Giving of Notices

The guidelines set forth in WESM Rules Clause 9.6.1 shall govern the giving of notices
required in this Manual.

2.3. References
This Manual should be read in association with the -

a) Republic Act No. 9136

b) Implementing Rules and Regulations of Republic Act No. 9136

Cc) ERC's Transitory Rules on the Implementation of OARC

d) WESM Rules

e) Retail Rules

f) Department of Energy Circular No. 2010-05-006

g) Department of Energy Circular No. 2010-08-0010

h) Department of Energy Circular No. 2012-011-0010

i) Department of Energy Circular No. 2013-01-0002

j) WESM Manual: Market Operator Information Disclosure and Confidentiality

2.4. Interpretation

Any reference to a section or clause in any Chapter of this Manual shall refer to the
particular section or clause of the same Chapter in which the reference is made, unless
otherwise specified or the context provides otherwise.

3. GENERAL GUIDELINES
The provisions of Chapter 5 of the WESM Rules and WESM Manual on Market Operator

Information Disclosure and Confidentiality (Information Disclosure and Confidentiality
Manual) relating to confidentiality and disclosure policies of market information shall be

Page 1 of 3

=== rmu-pages-30.ppm ===
similarly applicable with regard to the disclosure and confidentiality of Contestable Customer
information.

4.

RESPONSIBILITIES

The Central Registration Body shall be responsible for implementing the guidelines and
procedures set forth in this Manual.

5.

5.1.

5.2.

5.3,

5.4.

CONFIDENTIALITY AND DISCLOSURE POLICY

Upon prior authorization, provided in written or electronic form, the Central
Registration Body shall provide the information so required to the Supplier or to such
other person or entity authorized by the Contestable Customer. The information shall
be provided in such form and upon payment of fees as the Central Registration Body

deems appropriate.

Subject to the procedures and permitted disclosures set forth in this Manual and
Chapter 5 of the WESM Rules and Information Disclosure and Confidentiality
Manual, the following Contestable Customer information are available for
dissemination-

5.2.1. Administrative details such as but not limited to a) name of entity that owns
the registered facility; b) service address of the registered facility and c) contact
details;

5.2.2. Supply details such as a) incumbent Supplier; b) past Supplier/s; c) duration of
contract and names of counterparties;

5.2.3. Details contained in the ERC's Certificates of Contestability;

5.2.4. Bilateral contract details;

9.2.5. Contestable Customer load data such as a) metered quantities and b) load

profile; and
5.2.6. Contestable Customer metering and connection details.

In accordance with the WESM Rules and Information Disclosure and Confidentiality
Manual, the following Comtestable Customer information are considered confidential-~

9.3.1. Bilateral contract data;
5.3.2. Contestable Customer load data; and
5.3.3. Contestable Customer metering and connection details.

In accordance with the WESM Rules and Information Disclosure and Confidentiality
Manual, the following Contestable Customer information are considered public or non-
confidential~

9.4.1. Administrative details such as but not limited to a) name of entity that owns
the registered facility; b) service address of the registered facility and c) contact
details;

94.2. Supply details such as a) incumbent Supplier; b) past Supplier/s; c) duration of
supply contract and names of counterparties; and

' Clause 2.3.2.1, Retail Rules
* Clause 2.3.2.2, Retail Rules

Page 2 of 3

=== rmu-pages-31.ppm ===
5.5.

6.1.

6.2,

7.

5.4.3.

Details contained in the ERC's Certificates of Contestability.

Contestable Customer information shall be made available by the Central Registration
Body through any of the following means-

5.9.1.

5.5.2.

Market information website at www.wesm.ph for public or non-confidential
information; and

In printed or electronic copies for confidential information upon
authorization by the Contestable Customer.

PROCEDURES FOR THE REQUEST AND RELEASE OF CONTESTABLE
CUSTOMER INFORMATION

The Central Registration Body shall regularly update its Registry List of Contestable
Customers together with information that are considered public or non-confidential
as set forth in this Manual and publish the same in the market information website.

For confidential Contestable Customer information-

6.2.1.

6.2.2.

6.2.3.

The requesting party shall submit a letter addressed to the Central Registration
Body stating the reasons for the request and the proof of authorization from
the Contestable Customer allowing the Central Registration Body to release the
requested information.

Within two (2) working days from receipt of the request, the Central
Registration Body shall seek confirmation from the authorized contact person
of the Contestable Customer through electronic mail.

Within ten (10) working days from receipt of the confirmation by the
Contestable Customer, the Central Registration Body shall process the requested
data and release the information to the requesting party. An acknowledgment
by the requesting party shall be made upon the release of the requested
information.

AMENDMENTS

Amendments to this Manual shall be submitted to the WESM Rules Change Committee and
shall be acted upon pursuant to Section 1.8 of the Retail Rules and relevant market manuals.

8.

EFFECTIVITY AND PUBLICATION

This Manual shall take effect upon promulgation by the DOE. Thereafter, it shall be
published in the market information website.

Page 3 of 3

=== rmu-pages-32.ppm ===
ANNEX “D”

Retail Manual _
a
Metering Standards and Procedures

eee

=== rmu-pages-33.ppm ===
Table of Contents

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Installation Database oo... cccceeccsssesecssssssesssssesssssstvssstissssastiessesseesessseeeesteeceeee.. 25
COLLECTION AND SUBMISSION PROCEDURE eeesecssssssssssssessssecereeseeeeeeeeeeeececcc. 25

Requirement ....cccccccccccssseessssssnessssstisssesuusssnsssestsssesessraisssassuvassssiessestiesssssteeseessee. 26

Daily Process... ccceccccssseessescssssssesessssssiusesssssissssssssusssssssiitssssssviissssastivesesesstensee 26

Monthly Process ...ceccccccceccssescssseessssseesssssssssisssssetsasssssisseassvessssessesesseseessasecesseeee 27
EMERGENCY PROCEDURES .....cesesssssesssssseseessssseessssessessssissssssisssssssssssstieesesseeeeeesece 27

Failure of the Meter Data Retrieval System.....cccccccsccssssccsecsssssscsssssssecesscssseeeeeesse 27

Transfer to Emergency Back-up System ....ccccecsssscesssssssesssssssesssssessersessssssteccsssseee 28
DATA VALIDATION, ESTIMATION AND EDITING vecccssccccsssssssccsscssssecsesssssecccessee 28
COVERAGE woe eiceeecceeseeeees sssseesaeeeveneuseeaeaesescseneseseneucsaecaceseessuensssssussccseasavavacatenavavavas 28
GENERAL DESCRIPTION o...ccssssssssssssssessesssssssssssseveesssssssistsvissssssssssisvesssesssssseveeeeeeeesees 29
VALIDATION PROCEDURES..u.sscssssssssssssssssssssssesssssssessessessavissssssisivesecesseecseceerseeeeceees 29

Daly Validation .ccccccecceeccsssssesssessssesssssesssssessssessssesstissasisesssiesssressasiecesiveseesec. 29

Monthly Validation... cecccccceeessesssssseecsssssssensusssssiitesessaseransssesssvussesssriissssessseeeeee 30

Validation of Grid Off-Take Metering Points ...cccccccccsscsssssessesssscsssssesesssseeecsssseee 31

Metering Installation Validation Tests .....0...ccccccsccscsssssssseesssssessessscessssseesssseeseessee. 31
ESTIMATION PROCEDURES o.ssecssssssssssssesssssssssssssssssssusessssiusssesssiseesessiateesessieeeeeceee 32

Monthly Process ...cccccccee: sicseseseseeeeeseeeeeeceeeeessesuersescsesssssestesavseatanisitetseesssesseesnee dd
EDITING PROCEDURE .....cccccscsseessssssseessssiasessssuesssssicsssssvesssssisssassusssssiesssstivseseseeeceee 34
APPROVAL AND EXPORTING Wovsescesssssssssvsssnsresetstssssssseseteessssssssseseessssssstiesereesesessssss 34
METER TROUBLE REPORT. 0....cccccssscssssssssssessesessssssvessssesssesseteesestecsssssisesssseesssssseseesss 3b
ISSUANCE ooo ceeeeceteeseseecsssseesessesesssssscansnsssstisssssuessssistsssessstsussstissssvessssiessstassesesseseecesseece 35
RESOLUTION. cccsceccssessssessssesssseessnssssisessnussssssssivssasessssmsarsesssrsssesssisseseesareeseteceeeece 35

TRIM CLG osc eeeceeeceecseteessesesseessnnecssnssssnssssisssssesssussssvussstuestusssissasesssecsssesssiessstessseeeese 39

Unresolved Meter Trouble Reports ...ccccceccccccscsessssessstesssessstssercssssesssesssessssesseeen 35
PERFORMANCE MANAGEMENT .u.ccccccssesecsssosecsssasseessessseesessetesesresesessesesesssseeseesseeeec36
COVERAGE oo eecc cece tececseesossessessvesessnnsesssasecsssussusvusssstavtssvvssssatessissssisasivesssesssssvessareecee 36
OBLIGATIONS wo... ceeccecceecssssneesesssinesesstnsssssssuessssuesssssivissssuassntisssassasesssisssessieeseaseeseee 36
OVERVIEW o...cececsssteecsseeeecessenscesssveesesnstssecsatiussssssussantusesssiutesaristasssisesssvivesesisessessseeeee 36
PERFORMANCE MEASURES |... ccccssssssscssssessssseessssessssiesssivessssisessvessssessssvessaressaseeece 37

=== rmu-pages-35.ppm ===
BA, Service DOLIVCLY cose ceceesssttnstttssesiesstinnsttissssiineannssinissesnseese 37

8.4.2. Customer SASFACHON a scseceteeseeeeceesesestttensessseuvunnsesettuassaseesvtseeee 37
8.4.3. SUMMA vrscscccensetnsstaetsnetetnsiinstisstissnustistisrise 38
8.44. Computation of Overall Performance ....ccccssseceeseccceec 39

8.5. MONITORING PROCEDURES teste tess neresteeseeseseetecessestetseecsescetssasseatscseeesuevavavavavsvecanee 39
8.5.1. Monthly Performance MONULOVING .seeececesccssseeesesssstuseesssssseessesstisssasssseeessesteeeeeeces 39
8.5.2. Semi-Annual Customer Satisfaction MOnUItOVING oo. cccecesscteceseessesseeseseesees 39
8.5.3. Annual Performance MONUOTIN Geese eeeecsssseesssesevtesensttsesessetteeseeeseeee cc 39
Appendix A Site Equipment Identification Number Tables ceccccccccccccec A-1
Appendix B Metered Participant ID Guidelines wc. B-]

List of Tables

Table 1. Minimum Technical Requirements for Main and Backu p Revenue Meters... 5
Table 2. Minimum Technical Specifications for Current Transformet$. ccc. 9
Table 3. Minimum Specifications for Voltage Transformers. -occccccsssscscssssssssecsssseeee. 10
Table 4. Minimum Requirements for Lightning Arresters...ccccccccccssssssssssssssesssssssseeeeesssseecc. 11
Table 5. Summary of Retail Metering Services Provider Performance Measures... 38
Table A-1. Meter Purpose Desi BMALIONS. ooo eeceecseesecescsssnseesesssssusssssasevessssnssiieesssssveeessaseeeeeecec A-]
Table A-2. Metering Equipment, Devices and Auxiliaries Designations. ......cccccccccssssceecss cose A-1

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SECTION1 INTRODUCTION

11. PURPOSE

Pursuant to Clause 4.9 of the Retail Rules, the Central Registration Body shall formulate and
publish a market manual that:

a)
b)

c)

d)

Describes the class and accu racy requirements of meters;

Defines the procedures that Retail Metering Services Providers must undertake
to validate, estimate, correct or substitute erroneous meter data;

Defines the information that must be contained in the installation database of a
Retail Meterin @ Services Provider; and

Other relevant procedures to implement the metering provisions of the Retail
Rules

As complied, this Manual consolidates the pertinent metering procedures and standards
applicable forContestable Customers and for the reference ofDistribiition Utilities!, Suppliers,
Retail Metering Services Providers, other WESM Members and the public. More specifically, this
Manual, in compliancewith Clause 4.9 of the Retail Rules, will:

a)

b)

Define the metering installation standards that a Contestable Customermeter
installation must comply with to be eligible for registration in accordance with
Retail Rules Clause 4.3.2;

Describe the standard numbering system that Retail Metering Services
Providers must follow when numbering and identifying their metering
installations;

Describe the procedures that the Central Registration Body, Coittestable
Customers, and Suppliers must follow when registering Cortestable
Customernetering installationsin the WESM in accordance with Retail Rules
Clause 4.3.2.1;

Describe the procedures that the Central Registration Body and the Retail
Metering Services Providers must follow to ensure Contestable Customermetering
data is collected in a timely and efficient manner:

Describe the procedures of the Ceitral Registration Bodyfor the validation,
estimation, and revision of mneteriig data to make it settlement ready;

Describe the reporting procedures in cases where there are errors associated
with metering dataor meter trouble; and

Describe the procedures of the Central Registration Body for the measurement
and monitoring of the annual performance of Retail Metering Services
Providers.

1.2. SCOPE OF APPLICATION

This Manual
Customersonly.

covers the metering procedures and standards for ieters of Cortestable

' As the default Retail Metering Services Provider

Page I of 40

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This Manual does not cover the procedure for the registration of Retail Metering Services
Providers, which is covered by the Retail Manual on Registration Criteria and Procedures?.

1.3. CONVENTIONS and DEFINITIONS
1.3.1. Conventions
The standard conventions to be followed in this Manual are as follows:

a) The word ‘shall’ denotes a mandatory requirement;

b) . Unless otherwise defined or the context implies otherwise, the italicized
terms used in this Manual which are defined in the (VESM Rules, Retail Rules,
WESM Manual on Metering Standards and Procedures’, Philippine Grid Code
or Philippine Distribution Code will bear the same meaning as defined in the
IVESM Rules, Retail Rules, WESM Manual on Metering Standards and
Procedures Issue, Plulippine Grid Code or Philippine Distribution Code. Italicized
terms that are used in this Manual but are not defined in the WESM Rules,
Retail Rules, WESM Manual on Metering Standards and Procedures Issue,
Philippine Grid Code or Philippine Distribution Code are defined in Section 1.3.2
of this Manual.

c) Double quotation marks are used to indicate titles of publications, legislation,
forms, and other documents; and
d) Any procedure-specific convention(s) shall be identified within the specific

document itself.
1.3.2. Definition of Terms

American National Standards Institute (ANSI). A private non-profit organization that
oversees the development of voluntary consensus standards for products, services,
processes, systems, and personnel in the United States.

End-to-End Test.A continuity test of data transfer from the meter to the Meter Data Retrieval
System of the Retail Metering Services Provider and then to the Meter Data Collection System
of the Ceitral Registration Body.

Grid Off-Take Metering Point. Metering point at a grid at which the settlement quantity of
a Contestable Customer connected to a distribution system will be determined.

Grid Off-Take Meter.the device which measures and records the consumption or
production of electricity at the grid off-take metering point.

International Electro technical Commission (IEC).A non-profit, non-governmental
international standards organization that prepares and publishes International Standards for
all electrical, electronic and related technologies - collectively known as “electrotechnology".

Institute of Electrical and Electronics Engineers (IEEE).A professional association that is
dedicated to advancing technological innovation and excellence.

2 Issue 1.0 WESM-RCOAM-001
* Issue 7.0 WESM-MSDM-MM-07

Page 2 of 40

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Instrument Transformers. A general term for current transformers and voltage
transformers. ;

Meter Trouble. Any error associated with ietertig data.

Meter Trouble Report.A report issued by the Central Registration Body to a Retail Metering

Services Providerfor the correction of detected nietertiig data errors.
14. RESPONSIBILITIES
1.4.1, Compliance and Implementation
a) The Central Registration Body shall be responsible for the development,

validation, maintenance, publication, and revision of this document in
coordination with IWESM Members;

b) The Retail Metering Services Provider shall provide the necessary information
and references for subsequent revisions and validation of this document;

c) The Rules Change Committee shall be responsible for the initial approval of the
subsequent revisions and issuances of this Manual;

d) The PEM Board shall be responsible for the initial approval and endorsement
to the DOE of the subsequent revisions and issuances of this Manual;

e) TheDispute Resolution Administrator shall be responsible for the

investigation of any infraction by a Retail Metering Services Providerof
aContestable Customer, cases where disputes involved sietering data, and
tampering of any mictering installation that is detrimental to the integrity of the
metering data; and

f) Any other responsibilities of technical or legal committees or groups as stated
in the IVESM Rulesand Retail Rules, the Philippine Grid Code or the Philippine
Distribution Code which may affect the relevant provision of this Manual.

1.4.2. Amendments

Amendments to this Manual shall be submitted to the WESM Rules Change Connnittee and
shall be acted upon pursuant to Section 1.8 of the RetailRules and relevant market manuals.

1.5. EFFECTIVITY AND PUBLICATION

This Manual shail take effect upon approval by the Department of Energy. Thereafter, it shall
be published in the market information cwebsites.

2, METERING INSTALLATION STANDARDS

—

2.1. COVERAGE

This section defines the metering tustallation standards that a Coitestable Customer meter
imstallation must comply with to be eligible for registration in the |Vholesale Electricity Spot
Market.

Awww.wesm.ph

Page 3 of 40

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The section also covers certain electrical, dimensional, and mechanical characteristics and
designs, and takes into consideration certain safety features of current and inductively-
coupled voltage transformers of types generally used in the measurement of electricity
associated with revenue metering.

2.2. OVERVIEW

a) A metering installation shall be accurate in accordance with the Retail Rules, the
Philippine Grid Code, the Philippine Distribution Code, the WESM Rules and this
Manual.

b) - A metering installation shall be secured®,
c) A metering installation shall have facilities to enable metering data to be

transmitted from the metering installation to the Retail Metering Services
Provider’smetering database, and be capable of communicating with the Retail
Metering Services Provider'smetering database’.

d) A ietertig installation shall contain a device which has a visible or an
equivalently accessible display of ietertiig data or which allows the mleteriig
data to be accessed and read at the same time by portable computer or other
equipment of a type or specification reasonably acceptable to all entities that
are entitled to have access to that metering datas,

e) A metering installation shall have electronic data recording facilities such that
all nietering data can be measured and recorded in trading intervals.

f) A metering tistallation shall, where bi-directional active energy flows occur, be
capable of separately registering and recording flows in each direction",

g) A metering installation shall have a nicter having an internal data logger

capable of storing the metering data for at least sixty days and have a back-up
storage facility enabling sietering data to be stored for forty-eight hours in the
event of external power failure!!,

h) A metering installation shall have an active energy meter, and, if required in
accordance with the Philippine Grid Code or Philippine Distribution Code, a
reactive energy meter having an internal data logger!?,

2.3. GENERAL COMPLIANCE

This Manual supplements the minimum requirements in the Philippine Distribution Code
formetering tistallations of Coutestable Costusers. Any metertitg tistallation of a higher level of
accuracy or functionality than the standardsin the Philippine Distribution Codeand this
standard may also be installed.

24. METERS

> Retail Rules Clause 4.3.2.2
® Retail Rules Clause 4.3.2.3

'© Retail Rules Clause 4.3.2.7
" Retail Rules Clause 4.3.2.8

Page 4 of 40

=== rmu-pages-40.ppm ===
This section provides the standards for meters located within the metering tistallation. These
standards will enable a metering installation to complywith Clause 4.3.2 and Clause 4.3.3 of

the Retail Rules.

24.1.

The Retail Metering Services Provider may provide for a backup revenue meter upon the
request of the Cortestable Customer. The backup revenue meter shall have a different make

Redundancy Requirement

and model (i.e. different brand) from the main revenue sueter.

2.4.2, Technical Requirements

Meters,both installed as the main revenue micter and backup revenue meter, shall meet the

minimum requirements listed in Table 1,

Table 1. Minimum Technical Requirements for Main and Backup Revenue Meters

OrEM | _______ SPECIFICATIONS shox REFERENCE
MAIN METER METER DOCUMENTS
Accuracy Class | IEC 687 Class 0.2 / ANSI 12.20 | Same as the | ANSI or IEC
Class 0.3 or better main meter
No. of Stator Corresponds to the service} Same as the Plulippine
type and complying with | main meter Distribution Code
_ Blondel's Theorem ANSE
Voltage Rating Corresponds to the secondary |Same as __ the | Philippine
voltage rating of voltage | main meter Distribution Code
— _ transformers used ee ee ; ;
Current Rating Corresponds to the secondary | Same as the | ANSI or IEC
; current rating of current | main meter
transformers used (typically
Ar 5A) |
Frequency | 60 Hz Same as the } Philippine
L main meter Distribution Code
Measurement Unidirectional active metering | Same asthe | Philippine
(delivered and 2-quadrant | main meter Distribution Code
reactive metering) or, where | Retail Rules
bi-directional energy flows,bi- |
7 7 | directional active metering | - 7 te - _
Interval Data Programmable to 5,15, 30 Same as the | Philippine

minute interval

main meter

Distribution Code
L

No. of Channels

At least four (4) channels for
bi-directional meters:

a. kWh (Delivered)

b. kVARh (Delivered)
| C. kWh (Received)
| d. kVARh (Received)

| At least two (2) channels for
unidirectional meters:
a. kWh (Received)

Same as
main meter

Philippine
Distribution Code

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