CAISO Metering Guideline

Transcription

1 Routine Testing/Maintenance of CAISO Meters PAGE 1 of 10 This guideline contains processes that must be followed to help safeguard the integrity of the CAISO-Controlled Grid I INTRODUCTION The purpose of this guideline is to provide CAISO Metered Entities with processes that prevent real-time telemetry errors and minimize revenue data losses during the performance of Meter work. It is important to avoid telemetry drops to prevent the erroneous dispatch/curtailment of energy. It is also important to keep the loss of Meter data to a minimum while performing Meter work to prevent the introduction of Unaccounted for Energy (UFE). The following items comprise the contents of this guideline: A request process for scheduling periodic Meter work with CAISO A set of recommendations to observe while performing Meter work A Meter work procedure with scenarios for different Meter arrangements Note: All CAISO Meter work performed at CAISOME sites requires CAISO approval. Active ISO Metered sites must have a activated SLIC outage. In the event a disagreement arises between the contents of this guideline and the contents of the CAISO Tariff and the BPM for Metering, the contents of the CAISO Tariff and the BPM for Metering shall prevail over the contents of this guideline II PARTIES OR AREAS AFFECTED CAISO CAISO Metered Entities CAISO Authorized Meter Inspectors Third Party Agents III REFERENCES CAISO Tariff Section 10 CAISO BPM For Metering Scheduling and Logging in California (SLIC) Metering Guideline Emergency Repair/Testing Page 1 of 10 Revised: 04/12/2010

2 Routine Testing/Maintenance of CAISO Meters PAGE 2 of 10 IV DEFINITIONS AND TERMINOLOGY This guideline uses terms and terminology listed below. The CAISO Tariff defines other terms and terminology not found here BPM for Metering means a CAISO Business Practice Manual that provides an expanded view of CAISO Tariff requirements and responsibilities applicable to revenue Metering CAISO means California ISO "CAISO Metered Entity" means a Generator (other than a Generator that sells all of its Energy and Ancillary Services to the UDC in whose Service Area it is located) CAISOME means CAISO Metered Entity Meter Engineer means a CAISO Meter Engineering Representative DPG means a Data Processing Gateway; a data telemetry device RIG means a Remote Intelligent Gateway; a data telemetry device RIG Engineer means a CAISO RIG Engineering Representative "RMDAPS" means CAISO's Revenue Metering Data Acquisition and Processing System. "Meter" means revenue meter and its related components, including instrument transformers, secondary wiring, and other secondary devices Meter Inspector means a CAISO Authorize Metering Inspector Meter work means any test, maintenance, troubleshooting, or invasive task performed on the Meter that causes the energy data the Meter collects/ reports to no longer represent actual conditions HHF means a meter data file using the Hand Held format to poll a meter UFE means Unaccounted For Energy "SC" means Scheduling Coordinator SLIC means the System Logging In California to track CAISO outages V RESPONSIBILITIES CAISOME Page 2 of 10 Revised: 04/12/2010

3 Routine Testing/Maintenance of CAISO Meters PAGE 3 of 10 Engages the services of a Meter Inspector Engages the services of a Meter technician to perform the Meter work Requests and secures SLIC outage number(s) for the Meter work Identifies to CAISO the name of the entity performing the Meter work Identifies to CAISO the name of the entity whose CAISO Authorized inspector will be inspecting the Meter work Meter Technician Performs meter and meter-related tests Retrieves both visual and electronic meter reads before and after the tests, to reduce the need for data estimation Collects at least 45 days of meter data in a HHF Format before work is started Retrieves and Stores Meter data in non volatile, electronic memory ISO Meter Inspector Contacts CAISO Meter Engineering at least 5 days before meter work is scheduled, and obtains CAISO s concurrence to proceed with scheduled work Contacts the CAISO Meter Engineer assigned to that site before meter work begins in order to receive approval from real time operations that the requested SLIC outage has been activated, and to ensure the CAISO meter has been read and data is validated Ensures that at least 45 days of data in HHF format from the CAISO Polled meter is retrieved before any changes, (testing, programming, etc.) are made to the meter Removes/installs CAISO Meter system seals Performs or observes Meter Technician performance of Meterwork, and completes CAISO s required documentation Submits Meter documentation to CAISO within five (5) business days following completion of the Meter work ISO Meter Engineer Page 3 of 10 Revised: 04/12/2010

4 Routine Testing/Maintenance of CAISO Meters PAGE 4 of 10 Schedules Meter Inspector Meter work with RMDAPS Verifies the issue and approval of SLIC ticket(s) for planned Meter work Informs RIG Engineers of scheduled Meter work approvals Reviews and approves submitted Meter work plan(s) Polls affected CAISO Meter(s) before and after the Meter work Conducts communication tests between the Meter and RMDAPS Reviews submitted CAISO Site Verification Data sheets and other related documentation such as; HHF files, meter data files, and program files Audits CAISOME after major changes for continued Meter compliance Ensures required documentation has been completed and received for Meter work performed VI GUIDELINE A. Scheduling: Planned periodic Meter work shall be scheduled with CAISO at least five (5) business days in advance Generating Plants should perform periodic maintenance and/or tests during unit outages In general, CAISOMEs are encouraged to conduct Meter work while off line CAISO Outage (SLIC) Requests are required for all CAISO-Metered units, using the CAISO SLIC 72-Hour notice Planned periodic maintenance and/or tests performed on Intertie and certain Intratie Meters must also be coordinated with the CAISO SLIC 72- Hour notice B. Notification: CAISO Metering and RIG personnel are available by telephone by calling the Meter and/or RIG Engineer assigned the site as follows: James Alford Meter Engineer in Alhambra Jesus Ceja Meter Engineer in Folsom David Harmon RIG Engineer in Folsom Rizwarn Sahib RIG Engineer in Folsom Pat Patterson Meter Engineer in Folsom Page 4 of 10 Revised: 04/12/2010

5 Routine Testing/Maintenance of CAISO Meters PAGE 5 of 10 Ron Olson RIG Engineer in Folsom Allen Jaschke Lead Field Data Acquisition Engineer in Folsom Meter and RIG Engineers are available from 8:00 AM until 5:00 PM Monday through Friday, except holidays. Meter work activities that affect real time telemetry between the site and CAISO require CAISO real time operations authorization through the submittal of a SLIC Outage Request. Note: Meter technician and/or ISO Meter Inspector will work in compliance with the site s clearance, safety, and operations rules. They will also work within CAISO operating procedure during a CAISO declared Restricted Maintenance Operation period. See procedure located at The CAISOME will make the SLIC outage number(s) available to CAISO personnel and to the Meter Inspector upon request Each day of the planned maintenance and prior to beginning that days Meter work, the Meter Inspector will contact the assigned Meter/RIG Engineer to poll and verify Meter(s) and verify real time telemetry to the CAISO EMS During a period of Restricted Maintenance Operation and/or staged alerts, warnings or emergencies, the Meter Inspector will contact the assigned Meter/RIG Engineer to receive express permission immediately before disabling equipment or starting work The CAISOME will provide CAISO personnel with the name of the entity it has contracted to perform the Meter work The Meter Inspector will advise CAISO when testing will commence, the present energy flow (if any), and the anticipated length of the test(s) The Meter Inspector will advise the RIG or Meter Engineer if real-time energy levels change from manually represented levels A. Recommendations: Meters may provide real time data telemetry to CAISO EMS and are typically subject to the advanced notice, outage request process (SLIC). At a Page 5 of 10 Revised: 04/12/2010

6 Routine Testing/Maintenance of CAISO Meters PAGE 6 of 10 minimum, the ISO Meter Inspector requests the site to produce a SLIC outage number and provides notification according to section VI. B. prior to starting any Meter work ISO Meter Inspector must be on site to observe the Meter work. In some cases, the ISO Meter Inspector will also perform the Meter Technician's role In cases where a Backup Meter is in place, it is recommended that the Backup Meter be tested first so its data may later be used to plug data gaps inserted on the main Meter during testing In cases where Parent/Child Meter relationships exist, it may be desirable to test the Meter with the least number of inputs first, and continue until the Meter with the greatest number of inputs is tested last The Meter Inspector retrieves Meter reads and records Meter data from affected Meter(s) before and after a test and collects an HHF file of 45 days prior to working on any CAISO-polled Meter The Meter Inspector also retrieves the Meter s configuration image file and submits this information to the Meter Engineer assigned to that site If RMDAPS did not read the data from a polled meter, then the Certified Meter Inspector must send an HHF file to the CAISO Meter Engineer within the next 5 business days or sooner A. Procedures Scenario 1: Recommended process for planned maintenance and or testing of a CAISO Metered Entity with polled CAISO Meters. CAISO Certified Inspector contacts Meter Engineering and RIG Engineering (see Section VI.B.). A SLIC outage number is confirmed and outage activated before meter work can begin Test only one meter at a time The Meter Technician and the Meter Inspector discuss all aspects of the Meter work during a tailboard meeting with site personnel. The Meter Inspector keeps site personnel informed of work status and timeline changes Page 6 of 10 Revised: 04/12/2010

7 Routine Testing/Maintenance of CAISO Meters PAGE 7 of 10 Meter accuracy tests should be performed with the Meter isolated from its instrument transformers, and operating on its Test Mode to prevent erroneous telemetry signals and corrupted energy reports 1. Meter Inspector contacts the Plant Operator and secures a steady flow of energy during the Meter work period 2. Meter Inspector obtains concurrence from the Plant Operator, the Meter Engineer, and the RIG Engineer to proceed with the Meter work 3. Meter Engineer polls RMDAPS-polled Meter and: Removes Meter passwords to permit Meter access Sets RMDAPS to read the Meter every 15 minutes Confirms successful polling to Meter Inspector 4. Meter Inspector removes Meter seals to permit Meter work and retrieves a HHF, UNA, and TBF or their equivalent files. (It is recommended that an HHF file with 45 days of prior data be taken from the polled meter(s) and 10 days for no polled meters before work is started) 5. Meter Technician performs the Meter work 6. Meter Technician informs the Meter Inspector of work completion and returns the Meter to normal service 7. Meter Inspector contacts Meter Engineer, RIG Engineer, Plant Operator and informs them that Meter work is complete 8. Meter Inspector provides Meter Engineer with energy flow levels that occurred during the Meter work period 9. Meter Engineer polls RMDAPS-polled Meter to verify the extent of gaps to plug in data streams and, with concurrence from the RIG Engineer, acknowledges successful Meter work completion to the Meter Inspector 10. Meter Inspector installs new Meter seals as necessary and as needed retrieves HHF, UNA, and TBF or their equivalent files 11. Meter Engineer polls the Meter one last time to validate the data and verify proper operation, and restores Meter access passwords 12. Meter Engineer confirms to the Meter Inspector successful Meter communications following completion of the Meter work Page 7 of 10 Revised: 04/12/2010

8 Routine Testing/Maintenance of CAISO Meters PAGE 8 of Meter Inspector completes CAISO-required forms and submits stamped, dated, and signed forms to CAISO within five (5) business days Scenario 2. This is a process to follow for planned Meter Work on non-polled Meter(s) at a CAISOME site. CAISO Certified Inspector contacts Meter Engineering and RIG Engineering (see Section VI.B.) when the SLIC outage number is confirmed and the outage has been activated before meter work can begin Test only one meter at a time The Meter Technician and the Meter Inspector discuss all aspects of the Meter work during a tailboard meeting with site personnel. The Meter Inspector keeps site personnel informed of work status and timeline changes Meter accuracy tests should be performed with the Meter isolated from its instrument transformers, and operating on its Test Mode to prevent erroneous telemetry signals and corrupted energy reports 1. Meter Inspector contacts the Plant Operator and secures a steady flow of energy during the Meter work period 2. Meter Inspector obtains concurrence from the Plant Operator, the Meter Engineer, and the RIG Engineer to proceed with the Meter work 3. Meter Inspector removes Meter seals to permit Meter work and retrieves a 10-day HHF, UNA, and TBF or their equivalent files. (It is recommended that an HHF file with 45 days of prior data be taken from the polled meter(s) before work is started) 4. Meter Technician performs the Meter work 5. Meter Technician informs the Meter Inspector of work completion and returns the Meter to normal service 6. Meter Inspector contacts Meter Engineer, RIG Engineer, Plant Operator and informs them that Meter work is complete 7. Meter Inspector provides Meter Engineer with energy flow levels that occurred during the Meter work period Page 8 of 10 Revised: 04/12/2010

9 Routine Testing/Maintenance of CAISO Meters PAGE 9 of Meter Inspector installs new Meter seals as necessary and as needed retrieves HHF, UNA, and TBF or their equivalent files 9. Meter Inspector completes CAISO-required forms and submits stamped, dated, and signed forms to CAISO within five (5) business days Page 9 of 10 Revised: 04/12/2010

10 Routine Testing/Maintenance of CAISO Meters PAGE 10 of 10 VII APPROVALS and HISTORY A. Procedure History Version Change By Date 1.0 Original release of document. Allen Jaschke 4/20/ Revised for publication Dan Wimberly 6/4/ Revised for publication Meter Engineering 05/05/ Revised for publication Meter Engineering 04/12/2010 B. Approval Signatures Activity Name Signature Date Approved by Meter Engineering Approved by EMAA Manager: Allen Jaschke Signed by Allen Jaschke 08/11/06 Jill Powers Signed by Jill Powers 08/11/06 Page 10 of 10 Revised: 04/12/2010