=== dc2018-04-0009-pages-01.ppm === Republic of the Philippines DEPARTMENT OF ENERGY DEPARTMENT CIRCULAR NO. DC2018- 04 -0004 ADOPTING FURTHER AMENDMENTS TO THE RETAIL RULES AND ITS MARKET MANUAL ON METERING STANDARDS AND PROCEDURES FOR THE IMPLEMENTATION OF ENHANCEMENTS TO WESM DESIGN AND OPERATIONS WHEREAS, Section 30 and 37(f) of the Electric Power Industry Reform Act (EPIRA) provides that the DOE, jointly with the electric power industry participants, shall establish the Wholesale Electricity Spot Market (WESM) and formulate the detailed rules governing the operations thereof, WHEREAS, on 28 June 2002, the DOE, with the endorsement of the electric power industry panicipants, promulgated the WESM Rules through Department Circular No. DC2002-06-003, WHEREAS, on 09 January 2013, following the series of public consultations with stakeholders of the electric power industry, the DOE promulgated the Retail Rules through Department Circular No. DC20%3-01-0002, entitled “Promulgating the Retail Rules for the Integration of Retail Competition and Open Access in the Wholesale Electricity Spot Market”: WHEREAS, on 09 July 2013, after due consideration the comments and suggestion solicited from the stakeholders, the DOE adopted and promulgated the Retail Market Manuals through Department Circular No. DC2013-07-0014: WHEREAS, any changes, amendments, and modifications to the Retail Rules and Retail Market Manuals shall be undertaken in accordance with the provisions of Chapter 8 (Rules Change) of the WESM Rules: WHEREAS, the Rules Change Commiitee (RCC) received various proposed amendments to the Retail Rules and Retail Market Manual on Metering Standards and Procedures submitted by MERALCO and Philippine Electricity Market Corporation (PEMC): WHEREAS, the MERALCO's proposal aims to align the provisions of the Retail Manual on Metering Standards and Procedures with the relevant regulatory issuances for the smooth implementation of Retail Competition and Open Access (RCOA), WHEREAS, the PEMC's proposal aims to address the findings from the 5'" Market Operations Audit, which recommended the harmonization of the Retail Market Manual on Metering Standards and Procedures with the provisions of the Retail Energy Center. Rizal Drive. Bonifacio Global City, Taguig Cily Metro Manila. Philippines Tels (Trunks) 840-1401 to 40 Fax 840-2067, 840-2236, 840-2067 (Domesitc); 632-840-2173, 632-840-2236 632-840-2067 (International) === dc2018-04-0009-pages-02.ppm === Rules, and to amend the Retail Rules and the said metering Market Manual for the implementation of enhancements to the design and operations of the WESM; WHEREAS, on 01 October 2014, the RCC during its 93° RCC Meeting initially discussed the said proposal of MERALCO, which thereafter approved its publication in the WESM website to solicit comments from market participants and other interested parties; WHEREAS, on 03 December 2014, the RCC during its 95'"° RCC Meeting discussed and deliberated the MERALCO's proposal! giving due course to the comments received from the market participants, but it decided to put on hold while awaiting the results and recommendations of the 2" Metertng Audit Review, which was on-going at that time, regarding back-up meters at the wholesale and retail ievel: WHEREAS, on 07 December 2016, the RCC during its 122.7 RCC Meeting initially discussed the abovementioned proposal of PEMC. which thereafter approved their publications in the WESM website to solicit comments from market participants and other interested parties: WHEREAS, on 10 February, 03 and 17 March, and 11 April 2017, the RCC during its 124, 126". 427 and 128!" RCC Meetings, respectively, deliberated on the various proposed amendments of MERALCO and PEMC giving due course to the comments and recommendations received from the market participants and the DOE, and thereafter, it finalized and approved the integrated proposals for endorsement to the PEM Board: WHEREAS, on 18 September 2017, after due evaluation and deliberation, the PEM Board during its 127'* PEM Board Meeting approved for endorsement to the DOE the above stated RCC proposal: WHEREAS, on 02 October 2017, the above stated various amendments to the Retail Rules and Retail Manual on Metering Standards and Procedures Market were submitted to the DOE for final approval, in compliance with Chapter 8 of the WESM Rules, WHEREAS. the DOE reviewed the said PEM Board-approved proposal, and considered it consistent with the objectives of the WESM, RCOA and the DOE policies on the enhancements of WESM design and operations; WHEREAS, the DOE deemed it necessary to revise Section 2.41 of the Retail Market Manual on Metering Standards and Procedures for the effective implementation of back-up revenue meter for contestable customers: NOW THEREFORE, pursuant to its authority under the EPIRA, WESM Rules and the Retail Rules, the DOE hereby adopts, issues, and promulgates the following polices and amendments to the Retail Rules and Retail Market Manual on Metering Standards and Procedures: DC - Adopting Further Amendments To The Retatl Rules And Its Market Manual On Metering Standards And Procedures 2/19 === dc2018-04-0009-pages-03.ppm === Section 1. Amendments to the Retail Rules. The following provisions in the Retail Rules are hereby amended: (a) Clause 3.3.1 under Settlement Quantities And Amounts is amended to read as - "3.3.1 The settlement quantities, settlement prices, trading amounts and settlement amounts of Contestable Customers and Suppliers in each setilement interval of the billing period shall be determined in accordance with Chapter 3 of the WESM Rules and this Chapter 3." (b) Clause 3.3.2 under Settlement Quantities And Amounts is amended to read as - "3.3.2 Applicable Market Prices and Market trading nodes In calculating the trading amounts of Contestable Customers and _ their Suppliers, the applicable settlement prices shali be the final nodal energy dispatch prices at the market trading node associated with the grid off-take metering point to which the Contestable Customer is associated.” (c) Original Clause 3.3.3 and its Sub-clauses (Defining the Gross Ex-Ante Settlement Quantities) under Settlement Quantities And Amounts are hereby deleted. (d) Original Clause 3.3.4 (Deftning Gross Ex-Post Settlement Quantities) and its sub-clauses under Setthement Quantities And Amounts are renumbered and amended accordingly to read as - "3.3.3 Defining Gross Energy Settlement Quantities 3.3.3.1 The site specific foss adjustments determined at a grid off-take metering point shall be allocated to the Distribution Utility. 3.3.3.2 The gross energy settlement quantity of the Distribution Utility connected to a grid-off take point shall be the difference between the gross energy settlement quantity determined at such grid off-take metering point and the total gross energy settlement quantities of all Contestable Customers associated with such grid off-take metering point.” (e) Original Clause 3.3.5 (Determining the Metered Quantities of Contestable Customers) and its sub-clauses under Settlement Quantities And Amounts are renumbered and amended accordingly to read as - “3.3.4 Determining the Gross Energy Settlement Quantities of Contestable Customers 3.3.4.1 The gross energy settlement quantity of each Contestable Customer connected to a grid off-take metering point shall be determined as the net DC — Adopting Further Amendments To The Retail Rules And Its Market Manual On Metering Standards And Procedures 3/19 === dc2018-04-0009-pages-04.ppm === metered flows at their respective metering installations associated with such grid off-take metering point. 3.3.4.2 The Central Registration Body shall determine the gross energy settlement quantity of the Contestable Customers at a grid off-take metering point using the meter data provided by the relevant Metering Services Provider and Retail Metering Services Provider to the Central Registration Body in accordance with the billing and settlement timetable. 3.3.4.3 If no meter data is submitted by the relevant Mefering Services Provider or Retail Metering Services Provider in accordance with the billing and settlement timetable: a) The Central Registration Body shall determine the gross energy settlement quantity of a Contestable Customer using that Contesfable Customers historical load profiles, and the gross energy settlement quantity so determined shall be used for determining the Contestable Customers settlement quantities for the billing period. b) Upon provision by the Metering Services Provider or Retail Metering Services Provider of the meter data, a settlement revision shall be performed on the succeeding billing period using the metered quantities based on the meter data so provided. c) The Central Registration Body shall develop and publish the methodologies and procedures for determining gross energy settement quantity by using historical load profiles.” (f) Original Clause 3.3.6 (Declaration of Bilateral Contract Quantities) and its sub-clauses under Settlement Quantities And Amounts are renumbered accordingly to read as - “3.3.5 Declaration of Bilateral Contract Quantities 3.3.5.1 If a bilateral contract is entered into with a Generation Company for the supply of electricity to a Contestable Customer and the parties wish the contract to be accounted for in settlement, the Generation Company shail declare the bilateral! contract quantities tn accordance with the requirements, timetable and procedures set out in Chapter 3 of the WESM Rules and in relevant Market Manual. 3.3 5.2 Contracts entered into between Suppliers for the supply of electricity to a Contestable Customer shall not be accounted for in settlements but will be settled by the parties among themselves ” (g) Original Clause 3.3.7 (Determining the Trading Amount of Contestable Customers) under Settlement Quantities And Amounts is renumbered and amended accordingly to read as - “3.3.6 Determining the Trading Amount of Contestable Customers ale; - Adopting Further Amendments To The Retail Rules And Its Market Manual On Metering Standards And Procedures 4/19 === dc2018-04-0009-pages-05.ppm === The trading amount of a Contestable Customer for each settlement interval in the billing period shall be determined in accordance with the WESM Rules clause 3.13 using the settlement quantities and the settlement prices as defined in this Chapter 3." (h) Original Clause 3.3.8 (Determining the Trading Amounts of the Distribution Utilities) Under Settlement Quantities And Amounts is renumbered and amended accordingly to read as - "3.3.7 Determining the Trading Amounts of the Distribution Utilities The trading amount of each Distribution Utility for each settlement interval in the billing period shall be the sum of all the trading amounts calculated using the settlement quantities determined in accordance with clause 3.3.3.3 of Chapter 3.” (i) Original Clause 3.3.9 (Determining the Trading Amounts of Suppliers) under Settlement Quantities And Amounts ts renumbered and amended accordingly to read as - “3.3.8 Determining the Trading Amounts of Suppliers The trading amount of each Supplier for each settlement interval in the billing period shall be its trading amount calculated in accordance with the WESM Rules Clause 3.13.11.2 plus the sum of all the trading amounts determined for each of the Contestable Customers for which such the Supplier is transacting as Direct WESM Member counterparty." (j) Original Clause 3.3.10 (Determining Settlement Amounts) and its sub-clauses under Settlement Quantities And Amounts are renumbered accordingly to read as - "3.3.9 Determining Settlement Amounts 3.3.9 1 For each billing period, the settlement amount for each Supplier shall be: a) The sum of the aggregate trading amounts determined in accordance with Clause 3.3.8; any market fees and transaction fees which the Supplier and its Contestable Customers are required to pay to the Market Operator and the Central Registration Body, and any other amounts payable to the Market Operator or the Central Registration Boay by the Supplier and its Contestable Customers: b) Less any amount payable by the Market Operator to the Supplier or its Contestable Customers, other than the trading amounts of said Contestable Customers. XXX XXX XXXX DC — Adopting Further Amendments To The Retail Rules And |ts Market Manual On Metering Standards And Procedures 5/19 === dc2018-04-0009-pages-06.ppm === 33.9.3 Settlement amounts of Distribution Utilities shall be determined in accordance with the WESM Rules and this Chapter 3.” (k) Original Clause 3.3.11 (Settlement Process) under Settlement Quantities And Amounts is renumbered accordingly to read as - "3 3.10 Settlement Process The settlement of the transactions of Suppliers and Contestable Customers in the WESM and the billing of Suppliers shall be performed by the Market Operator in accordance with the settlement process set out in Chapter 3 of the WESM Rules.” (l} Original Clause 3.3.12 (Settlement of Contestable Customers with their Suppliers) under Settlement Quantities And Amounts is renumbered accordingly to read as - "3.3.11 Settlement of Contestable Customers with their Suppliers Billing and settlement of the transactions of the Contestable Customers with their respective Suppliers shall be performed by the parties in accordance with their contracts and applicable rules and regulations promuigated by the ERC and other competent agencies.” (m) Original Clause 3.3.13 (Prudential Requirements) and its sub-clauses under Settlement Quantities And Amounts is renumbered accordingly to read as - “3.3 12 Prudential Requirements 3.3 12.1 Suppliers and Contestable Customers that are registered as Direct WESM Members shall comply with the prudential requirements as set out in Chapter 3 of the WESM Rules. 3.3.12.2 The amount of security that will be required of a Supplier shall be determined based on the aggregate trading limits and maximum exposure determined in accordance with Chapter 3 of the WESM Rules of all the Contestable Customers for which such Suppiier is transacting.” (n) Original Clause 3.3.14 (Settlement Information) and its sub-clauses under Settlement Quantities And Amounts is renumbered accordingly to read as - “3.3.13 Settlement Information 3.3.13.1 Settlement information identifiable to Trading Participant shall be treated as confidential information by the Market Operator and the Central Registration Body and shall be subject to the provisions of Chapter 5 of the WESM Rules. 3.3.13.2 Access to settlement information pertaining to Contestable Customers registered as Indirect Members shali be provided to their Dt 7 — Adopting Further Amendments To The Retail Rules And Its Market Manual On Metering Standards And Procedures 6/19 === dc2018-04-0009-pages-07.ppm === respective Supplier counterparties, provided, however that Indirect Members may be provided access to their own settlement information upon request from the Central Registration Body.” (0) Clause 4.3.2 and its Sub-clauses under Provision of Metering Installations are renumbered and amended accordingly to read as — "4.3.2 A metering installation shall: 4.3.2.1 Be registered in the WESM through the Central Registration Body, and 4.3.2.2 Have electronic data recording facilities such that all metering data can be measured and recorded each dispatch interval.” (p) Clause 4.3.7.2 under Performance of Metering Installations is amended to read as - “4.3.7.2 lf a metering installation malfunctions or defect occurs, the Retaif Metering Services Provider shall ensure that repairs shall be made as soon as practicable and in any event within one (1) week for the meter and within three (3) months for the instrument transformer from occurrence of the defect or malfunction, unless otherwise extended by the Centra/ Registration Body upon request of the Retail Metering Services Provider.” (q) Appendix A.2. (Calculation of Settlement Quantities And Amounts) under Appendix A: Settlement Quantities And Amounts is amended to read as - “A.2. CALCULATION OF SETTLEMENT QUANTITIES AND AMOUNTS Pursuant to Section 3.3.1 of this Retail Rules, the settlement quantities, settlement prices, trading amounts and settlement amounts of Contestable Customers and Suppliers in each settlement interval of the billing period shall be determined in accordance with Chapter 3 of the WESM Rules and Chapter 3 of this Retail Rules ” (r) Original Appendices A.3. (Catculation of the Ex-Ante Energy Trading Amounts), A.4. (Allocation of Gross Ex-Ante Settlement Quantities), A.5. (Calculation Of The Ex-Post Energy Trading Amounts), and A.6. (Allocation of Ex-Post Energy Settlement Quantities} under Appendix A: Settlement Quantities And Amounts are hereby deleted. (s) Original Appendix A.7. (Determination of the Metered Quantities for Distribution Utilities) under Appendix A: Settlement Quantities And Amounts is renumbered and amended to read as - “A.3. DETERMINATION OF THE METERED QUANTITIES FOR DISTRIBUTION UTILITIES 0c - Adopting Further Amendments To The Retail Rules And Its Market Manuai On Metering Standards And Procedures 7/19 === dc2018-04-0009-pages-08.ppm === The gross energy settlement quantities for Distribution Utilities is calculated based on the difference of the gross energy settlement quantities at the grid off-take metering point GESY,,.” = GESO” ~YGESQ, .” Where: GESO ,, ,” is the metered gross energy settlement quantity of Distribution Utility “du” for dispatch interval “i” and = grid off-take metering point “m’”: GESO..” is the metered gross energy settlement . quantity of Contestable Customer “cc” for dispatch interval ‘i? and grid off-take metering point “rm”, S)GESO,, ." is fhe summation of the metered gross energy settlement quantity of each Contestable Customer “cc” in dispatch interval “i” and market trading node “m” associated with the grid off-take metering point "m’." ({t) Original Appendix A.8. (Calculation Of The Line Rental Trading Amounts) under Appendix A: Settlement Quantities And Amounts is hereby deleted Section 2. Amendments to the Retail! Market Manual on Metering Standards and Procedures. The following provisions in the Retail Market Manual on Metering Standards and Procedures are hereby amended: (a) Section 1.2 under Scope of Application is amended to read as - “1.2 This Manual covers the metering procedures and standards for metering installations of Contestable Customers only.” (b} Section 2.4.1 under Meters is amended to read as - “2.4.1 Redundancy Requirement The Retail Metering Services Provider shail provide for a back-up revenue meter upon the request of the Contestable Customer. Tne back-up revenue meter may have a different make and model (i.e. different brand) from the main revenue meter. Provided, further, That the Retail Metenng Services Provider shall use its reasonable endeavors to install and maintain the back- up revenue meter in a least-cost manner, which will be on the account of the concerned Contestable Customer.” DC — Adopting Furlher Amendments To The Retail Rules And Its Market Manual On Metenng Standards And Procedures 8/19 === dc2018-04-0009-pages-09.ppm === (c) Section 3 1 under Site Equioment Identification Number (SEIN) is amended to read as — “3.1 Coverage This section describes the standard numbering system established by the Central Registration Body that the Retail Metering Services Providers must follow when identifying their metering installations and individual equipment.” (d) Section 3.3 under Site Equipment identification Number is amended to read as — "3.3 Guidelines The Central Registration Body and the Retail Metering Services Providers shall follow the procedures listed in this Section when numbering and identifying metering installations and its individual equipment.” (e) Section 4 4.1 under Registration Procedures is amended to read as — "44.1 Submission of Application Form and Pertinent Documents To initiate the registration of a metering installation of a Contestable Customer, its Retail Metering Services Provider, on behalf of the Supplier or Contestable Customer, shall submit the following to the Central Registration Body by courier: a) Accomplished Metering Installation Registration Form (MIRF) per metering point as published in the market information website signed by both Retail Metering Services Provider and Contestable Customer, b) Load Profile of the metering installation during the previous twelve (12) months as well as its maximum and minimum demand: c) Single Line Diagram Simplified Single Line Diagram of the Distribution Utility's network showing the connection of the Contestable Customer's metering point to the default grid off-fake metering point and other nearest grid off- fake metering points. If tne Contestable Cuslfomer is a grid-connected customer, it shall submit the Single Line Diagram showing the connection of the Contestable Customer's metering point to the main grid substation: d) Meter Testing For Contestable Cusfomers having an average monthly peak demand of 1MW and above, the Retail Metering Services Provider shall submit all prior test results of its meter within the last two (2) years. e) Instrument Transformer Testing For Metering Instrument Transformers, the Retail Metering Services Provider shall submit to the Central Registration Body the pre- installation manufacturer's test and calibration reports and updated accuracy test (Ratio Accuracy Test or Transformation Ratio Test). A ee een ee DC - Adopting Further Amendments To The Retail Rules And Its Market Manual On Metering Standards And Procedures 9/19 === dc2018-04-0009-pages-10.ppm === DC Retail Metering Services Provider or Contestable Customer may have its instrument transformer re-tested prior to the registration, f) Pro-forma Agreement between the Coniestable Customer or Supplier and its Retail Metering Services Provider, and g) Documentation of other special features of the meter.” (f) Section 4.4 3 under Registration Procedures is amended to read as — "4.4.3 Testing In addition to the transmittal of the notification of conformance to the Retail Metering Services Provider, the Central Registration Body shall also request the Retail Metering Services Provider to perform End-to-End Test on the metering installation for registration. Upon notification from the Central Registration Body, the Retail Metering Services Provider shall then conduct the required tests.” (g) New Section 4.4.4 under Registration Procedures is added to read as — "4 4.4 Determination of Market Trading Node Prior to registration, the Retail Metering Services Provider shalt indicate the grid off-take metering point of the Contestable Customer in the Metering Installation Registration Form. Upon identification of the grid off-take metering point, the Central Registration Body shall determine the Market Trading Node of the Contestable Customer by following the Market Trading Node of the assigned grid off-take metering point pursuant to Clause 2.5 3 of the Retail Rules.” (h) Original Section 4.4.4 under Registration Procedures is renumbered accordingly to read as - “4.4.5. Approval of Application XXX XXX XXXX" Section 5.1 under Metering Data Collection is amended to read as — “5.1 Coverage Pursuant to Retail Rules Clause 4.4.2.1, the Retail Metering Services Provider, on behalf of its associated Supplier or Contestable Customer, shall retrieve the metering data from the meter and transmit the metering data to the Central Registration Body. The Retail Metering Services Provider shall use all reasonable endeavors to — Adooting Funher Amendments To The Retail Rules And Its Market Manual On Metering Standards And Procedures 10/19 === dc2018-04-0009-pages-11.ppm === ensure that metering data will be transmitted to the metering database of the Central Registration Body from its metering installation pursuant to Retail Rules Clause 4.3.7.1: a) Within the applicable accuracy parameters described in the Philippine Grid Code, the Philippine Distribution Code and relevant Market Manuals, and b) Within the time required for settlement and at a level of availability of at least ninety-nine percent (99%) per annum or as otherwise agreed between the Cenfral Registration Body and the Retail Metering Services Provider. This section provides the procedures to be followed by the Central Registration Body, Contestable Customers, Supplier, and Retail Metering Services Providers in the collection and submission of metering data to Central Registration Body.” New Section 5.2.1.4 under Databases is added to read as — "5.2.1.4 Payment for Access to Metering Data Except for costs incurred in the transmission and access of data to the Central Registration Body, the Market Operator. Suppliers, Distribution Utilities and Contestable Customers for purposes of settlement, ail reasonable costs that will be incurred by the Retaif Metering Services Provider or by the Central Registration Body in providing meter data shall be paid by the person or entity to whom the metering data information was provided, as described in Retail Rules Clause 4.5.5." (k) Section 5.3.1 1 under Requirements is amended to read as — DC “531.1 Data The metering data shall contain the following. a) Date and time, or time series, of the meter readings received for each Contestable Customer meter, b) Active energy (kWh), active power (kW), reactive energy (KVARh), and reactive power (KVAR) data in 5-minute resolution with assigned cnannel number, and XXX XXX XXXX” — Adopting Further Amendments To The Retail Rules And Its Market Manual On Metenng Standards And Procedures 11/19 === dc2018-04-0009-pages-12.ppm === Be (1) Section 5.3.1.2 under Requirements is amended to read as — "6 3.1.2 Format The Retail Metering Services Provider shall supmit the metering data in a format prescribed by the Cenira/ Registration Body.” (m)Section 5.3.2.2 under Daily Process is amended to read as — "5.3.2.2 Submission The Retail Metering Services Provider shall submit the collected metering data of the trading day to the Central Registration Body at O400H of the succeeding trading day. The Retail Metering Services Provider shall transmit the meter data from the metering facilities to the Central Registration Body’s database via the data exchange protocol prescribed by the Central Registration Body (refer to Appendix C). For cases of questionable meter data and the Central Registration Body requires the submission of secured meter data language, the Retail Meter Service Provider shall submit and open the secured meter data language in the presence of tne Centra! Registration Body using the Retail Meter Service Provider software for purposes of validation,” (n) Section 5.3.2.2.1 under Submission is amended to read as — “5 3.2.2.1 Normal In the event that no metering data was received by O800H, the Cenfra/ Registration Body shalt immediately call the attention of the Retail Metering Services Provider to transmit the data through the same method." (0) Section 6.2 under Data Validation, Estimation and Editing is amended to read as — “6.2 GENERAL DESCRIPTION All metering data received by the Central Registration Body shall be evaluated using the Validation, Estimation and Editing process described in this section. When metering data contains missing values, uncertain values, or exceeds the maximum or minimum of the load profile values of the registered meter, such metering data shall undergo estimation and editing wherein substitutions of metering data shall be made using historical data XXX XXX XXXX" — Adopting Further Amendments To The Retail Rules And Its Market Manual On Metering Standards And Procedures 12/19 === dc2018-04-0009-pages-13.ppm === (p) Section 6.3.1.2 under Daily Validation is amended to read as — “6.3.1.2 Validation Checks The following checks shall be performed by the Central Registration Body for the above validation error categories: a) Check for uncertain vatues. b) Check for missing values. c) Check for values in the metering data which fall outside the maximum and minimum range of the historical data. The historical data used in this check are as follows: i. Value during the same dispatch interval of last week, tl. Value during the same dispatch interval of the previous day, and iii. Average of the values during the whole previous day. d) Check for values in the metering data whose meter is not registered in the Central Registration Body.” (q) Section 6.3.3 under Validation Procedures is amended to read as — “6.3.3 Validation of Grid Off-Take Metering Points If the aggregate metered quantity of all facilities of Contestable Customers assigned to the grid off-fake metering point exceeds the metered quantity at that grid off-take metering point, the Central Registration Body shall issue a meter trouble report to the concerned Refail Metering Services Provider. In case of any changes in the grid off-take metering point connectivity, it shall be the responsibility of the Retail Metering Services Provider to inform the Central Registration Body that the facilities of the Contestable Cusfomers have been connected to a different grid off-take metering point.” (r) New Section 6.3.4 under Validation Procedures is added to read as — "6.3.4 Virtual Grid Off-take Metering Point Alt Contestable Customers with grid off-take metering points that are associated ta the same market trading node shall be mapped to a virtual grid off-take metering point. This virtual grid off-take metering point shall have a metered quantity equal to the sum of the metered quantity measured at the individual grid off-take metering points. To determine the metered quantity of the Distribution Uiilities, the aggregated metered quantity of all Contestable Customers assigned to the grid off-take metering points, shall be deducted from the metered quantity of the virtual grid off-take metering point." DC - Adopting Further Amencments To The Retail Rules And {ts Market Manual On Metering Standards And Procedures 12/19 === dc2018-04-0009-pages-14.ppm === DC 6.3.5. Metering Installation Validation Tests XXX XXX XXXX 6.3.5.1. Current and Voltage Check XXX XXX XXXX 6.3.5.2. Load Profile vs. Meter Reading XXX XXX XXXX 6.3.5.3. Intervals Found vs. Interval Expected XXX XXX XXXX 6.3.5.4. Time Synchronization XXX XXX XXXX 6.3.5.5. Number of Power Outage Intervals XXX XXX XXXX (s) Original Section 6.3.4 and its Subsections under Metering Installation Validation Tests are renumbered accordingly to read as — 6.3.5.6. Cyclic Redundancy Check / Read-Only Memory / Random Access Memory XXX XXX XXXX 6.3.5.7. Meter Clock Overflow XXX XXX XXXX 6.3.5.8. Hardware Reset XXX XXX XXXX 6.3.5.9. Time Reset XXX XXX XXXX 6.3.5.10. Data Overflow on Interval XXX XXX XXXX 6.3.5.11. Number of Channels XXX XXX XXKXX - Adepiing Further Amendments To The Retail Rules And Its Market Manual On Metering Standards And Procedures 14/19 === dc2018-04-0009-pages-15.ppm === DC (t (v) (w ~— ~~ 6.3.5.12. Changed Device ID XXX XXX XXXX 6.3 5.13. Watchdog Time Out XXX XXX XXXX 6.3.5.14. Parity Error XXX XXX XXXX 6.3 5 15. Event Log Check XXX XXX XXXX" Section 6.4.1.1.1 under Uncertain Value Checking is amended to read as — "6.4.1.4.1 Historical Values The values with ‘uncertain’ status may be replaced using the following historical! data: a) Value during the same dispatch interval of last week, 6) Value during the same dispatch interval of the previous day, and c) Average of the values during the whole previous day.” Section 6.4.1.1.2 under Uncertain Value Checking is amended to read as — “6.4.1.1.2 Back-up Meter The values with ‘uncertain’ status may be replaced with the values from the back-up meter during the same dispatch interval.” Section 6.4.1.1.3 under Uncertain Value Checking is amended to read as — “6.4.1 1.3 Previous Dispatch Interval Data The values with ‘uncertain’ status may be replaced using the reading from the previous dispatch interval.” Section 6 4.2.1 under Monthly Process is amended to read as — "6.4.2.1 Interpolation of Metering Data \f metering data of one (1) to twelve (12) consecutive five-minute intervals are missing, metering data shall be estimated by means of interpolation between the available intervals.” - Adopting Further Amendments To The Retail Rules And Its Market Manual On Metering Standards And Procedures 15/19 === dc2018-04-0009-pages-16.ppm === (x) Section 6.4.2.2 under Monthly Process is amended to read as — “6 4.2.2 Back-up Meter Data If metering data of more than twelve (12) consecutive five-minute intervals are missing, metering data from the back-up meter can be directly substituted for the missing data from the main meter provided that the historical difference of metering data between the main and back-up meters does not exceed more than 0.2%. If the historical deviation exceeds 0.2% but not more than 0.6%, a correction factor based on the historical difference between the main and back-up meters shall be applied on the metering data from the back-up meter before it is substituted for the missing data." (y) Section 6.4.2.3 under Monthly Process is amended to read as — "6 4.2.3 From Grid Off-Take Meter lf both the main and back-up meters fail, the metering data on the metering point of the facility of the Contestable Customer shall be estimated using the metering data from its grid off-take meter. The metering data of the Contestable Customer shall be estimated by adjusting the metering data of its grid off-take meter using a histortcal factor obtained through tne comparison of the historical grid off-lake metering data and historical Contestable Customer main metering data as prescribed in Retail Rules Clause 3.3.5.2. This method of estimation is not applicable for variable joads whose historical load profile is indeterminate.” (z) Section 6.4.2.5 under Monthly Process is amended to read as — “6.4.2.5 Historical Meter Data lf the above methods do not provide reasonable values, the following historical data from the main meter may be used for estimating missing values: a) Values during the same dispatch interval of the previous day with the same day type (i.e . weekday or weekend), b) Values during the same dispatch interval of the same day last week recorded by the same meter (i.e. Saturday, Sunday, Holidays), and c) Average value of the values during the same dispatch interval of the same day of the three (3) previous weeks recorded by the same meter. This method of estimation shall not be applicable for variable toad whose historical load profile is indeterminate.” NN DC — Adopting Further Amendments To The Retail Rules Ano lis Market Manual On Metering Standards And Procedures 16/19 === dc2018-04-0009-pages-17.ppm === (aa) New Section 6.6 under Data Validation, Estimation and Editing is added to read as — “6.6. Determining the Metered Quantities of Contestable Customers The metered quantity of each Contestable Customer shall be determined as the net metered flows at their respective metering points, before adjustment for site specific losses as stated in Retail Rules Clause 3.3.5.1.” (bb) (cc) New Section 6.7 and its Subsections 6.7.1 to 6.7.2 under Data Validation, Estimation and Editing are added to read as — “6.7 Use of Meters As stated in Retail Rules Clause 4.3.4, the registered metering installation shall be used by the Central Registration Body as the primary source of metering data for the settlement of the transactions of Contestable Customers and their Suppliers in the WESM. Notwithstanding any other provision of Chapter 4 of the Retail Rules, the Central Registration Body shall not be liable to any person or entity tn respect of any inaccuracies, discrepancies or other defects in metering data, including metering data which is stored in the mefering database. provided that these do not arise from the grass negligence or willful misconduct of the Central Registration Body. Where a metering installation is used for purposes in addition to the provision of metering data to the Central Registration Body then: 6 7.1. That use shall not be inconsistent with, or cause any WESM member to breach any requirements of the WESM Rules, the Philippine Grid Code and Philippine Distribution Code or any applicable laws; and 67.2 The Retail Metering Services Provider shall coordinate with the entities that use the metering insfallation for such other purposes to ensure compliance with this Retail Rules Clause 4.3.4.3.” Original Section 6.6 under Data Validation, Estimation and Editing, Approval and Exporting Is renumbered accordingly to read as — “6.8 Approval and Exporting XXX XXX XXXX" (dd) Section 7.4.2.4 under Unsolved Meter Trouble Reports is amended to read as — “7 .4,2.4 Metering Installation Malfunction DC — Adopting Further Amendments To The Reta Rules And Its Market Manuai On Metering Standards And Procedures 17/19 === dc2018-04-0009-pages-18.ppm === In cases where there is an unintentional meter error (e.g., meter multiplier) that causes a meter malfunction, the Retail Mefering Services Provider shall reconcile the metering data of the affected trading intervals within one (1) year after the date of discovery of Such error. The Retail Metering Services Provider shall ensure that replacements of the defective meter or its affected equipment shall be made as soon as practicable and in any event within one (1) week for the meter and within three (3) months for the instrument transformer from occurrence of the defect or malfunction, unless otherwise extended by the Central Registration Body upon request of the Retail Metering Services Provider. A Contestable Customer who becomes aware of their meter or equipment maifunction, shall report the same to the Retai/ Metering Services Provider and the Central Registration Body immediately after it was detected as stated in Retail Rules Clause 4.3.7.3." (ee)New Section 8.5.4 under Monitoring Procedures is amended to read as — “8.5.4. Reportorial Requirements The Retail Metering Services Provider shall submit a report on any change in the metering facilities and the new Meter and Instrument Transformer Test Results to the Centra! Registration Body as part of its continuing compliance.” (ff) New Appendix C in connection with the Metering Process is added to the Retail Market Manual on Metering Standards and Procedures, and presented as Annex A to this Circular. Section 3. Transitory Provisions. These amended Retail Rules and its Market Manual on Metering Standards and Procedures shall be initially used for the development of the WESM’s New Market Management System (NMMS) and provide guidance for the stakeholders and WESM participants on the implementation of the enhancements to WESM design and operations. For clarity, the current Retail Ruies and the Retail Market Manual on Metering Standards and Procedures Issue No. 2.0 shall remain effective for the commercial operation of the integrated WESM and Retail Market using the present MMS. Section 4. Responsibilities of the Distribution Utilities as Retail Metering Services Providers. Within 30 working days from the effectivity of this Circular, each Retail Metering Services Provider (RMSP) shall submit to the DOE and ERC its compliance program on the upgrading of the Contestable Customer's metering installations for the implementation of the 5-minute dispatch interval in the WESM and retail market. Al} RMSPs shall incorporate the said compliance program in the Distribution Utilities rate applications to be filed with the ERC for recovery of cost Dc - Adopting Further Amendments To The Retail Rules And Its Market Manual On Metering Standards And Procedures 18/19 === dc2018-04-0009-pages-19.ppm === Prior to the approval of the ERC and completion of upgrading the said metering installations, the RMSPs shall submit a S-minute interval data requirement to the Market Operator by dividing the current 15-minute interval energy meter data by three (3) Section 5. Regulatory Support. For effective and efficient implementation of the policies set herein and the implementation of enhancements to WESM design and operations, the ERC is hereby enjoined to prioritize the timely review and approval! of the necessary funding requirement or rate application of the Distribution Utilities as the RMSP. Section 6. Separability Clause. If for any reason, any section or provision of this Circular is declared unconstitutional or invalid, such parts not affected shall remain valid and subsisting Section 7. Effectivity. This Circular shall take into effect fifteen (15) days from its publication in at least two (2) newspapers of genera! circulation and shall remain in effect until ofherwise revoked. Issued this February 2018 at the DOE, Energy Center, Rizal Drive, Banifacio Global City, Taguig City, Metro Manila. 4 S FONSU BtusI ecretary oa Republic of Ihe Philippines T. DEPARTMENT OF ENERGY IN REPLYIG PLS CITE RUT TT MAR 28 201% DC ___~ Adopting Further Amendments To The Retail Rules And Its Marke: Manual On Metering Standards And Procedures 19/19 === dc2018-04-0009-pages-20.ppm === “Annex A” Proposed Appendix C a! the Manual RCOA METERING PROCESS Retail Metering Services Provider Central Registration Body fissal Elacaricay Savoia Receive mater data and validate Collect meter data and submit to CRB Receive MTR and pertorm own validation tssue Meter Trouble Report to _ MSP NG Submit correc? | meter data to . CRB | SSLA , Allocation Estimate mater data Receive Raw and Allocated Send Ravan _ > Meter-Dala Allocation meter dala Mater Data Reconciliation