EDEWG Change Request #105_Update2

This EDEWG Change Request can be found on the PUC website at http://www.puc.state.pa.us/electric/electric_edewg_download.aspx

Requester’s Name:
Brandon Siegel / EDC/EGS Name:
Ista / EDI Transaction Set Owner / Phone # :
412.817.8004
Date of Request:
3/7/13 / Affected EDI Transaction Set #(s):
867MU & 867IU / E-Mail Address:

Requested Priority (emergency/high/low):low / Requested Implementation Date:
6/7/2013 or w/CC103 implementation / Status:
Open / Pending EDEWG review

Brief Explanation (This will be copied into the description in the Change Control Summary Spreadsheet):

Explain process of ‘banked’ generation adjustments to the PA note section in the 867MU & 867IU transaction and add new code to QTY01 of 867IU to denote ‘banked’ adjustment interval.

Detail Explanation (Exactly what change is required? To which EDEWG Standards? Why?):

867MU / IU - Most EDCs (FirstEnergy, PPLEU, DLCO and UGI) will apply excess generation from a prior month(s) into the billed quantity (D1) in the BB (billed summary) loop. This process reduces the billed consumption which effectively ‘forces’ a supplier invoicing off the BB loop to ‘credit’ customer excess generation from a prior month. Suppliers should be aware of this practice and examine current billing practices for net metered customers. In most cases, the customer’s true consumption/generation is made available in the PM (meter) loops of the 867. Added sample X12 transactions for the ‘bank’ KH scenario in the 867MU

For Change Control Manager Use Only:

Date of EDEWG Discussion:
3/7/13, 4/4/13, 5/2/13, 6/13/13, 7/11/13, 8/18/13, 11/15/13 / Expected Implementation Date:

EDEWG Discussion and Resolution:

3/7/13-Brandon Siegel: Drafted change request, assigned #105 and added to 3/7 meeting agenda.

3/7/2013-Brandon Siegel: EDEWG discussed initial CC105 and decided a separate segment in the BB loop reporting the banked rollover is unnecessary. Instead it was agreed to add a summarization of the banked rollover process to the PA notes section of the 867MU/IU. Additionally FE is looking at either suppressing the bank adjustment in the BQ in the 867IU and will report back to EDEWG the feasibility and/or need for the new code in the QTY01. CC105 was updated and will be discussed in more detail during the April 2013 EDEWG call.

4/4/2013-Brandon Siegel: EDEWG reviewed and the PPL, FE, and DLC each apply banked KH rollover adjustments, PECO does not. Need to determine if all apply the adjustment to the BB loop only and if not, why. Also need to determine UGI’s practice. Lastly are there any settlement impacts to this banked KH adjustment. CC105 remains open pending these action items and further discussion.

5/2/2013-Brandon Siegel: EDEWG reviewed and polled each EDC on the bank process, which loop the bank is reported and what is being reported to PJM. The EDI change control has been updated to reflect this information and will be reviewed again during the June EDEWG meeting.

6/13/13-Brandon Siegel: EDEWG discussed and found it necessary for some EDCs to confirm the open items listed in the meeting minutes. CC105 remains open and will be discussed in more detail during the July meeting.

7/11/13-Brandon Siegel: EDCs confirmed PJM reporting. FirstEnergy continues to search for a sample to confirm the rollover KH looping structure. CC105 remains open pending FirstEnergy’s confirmation.

8/8/13-Brandon Siegel: FirstEnergy provided EDI samples to Brandon Siegel who will review and coordinate w/FirstEnergy.

10/26/13-Brandon Siegel: provided feedback to FirstEnergy regarding their EDI sample. Updated CC105 to include X12 sample of ‘bank’ KH scenario in the 867MU

11/15/13-Brandon Siegel: EDCs to review samples and provide feedback. EDEWG hopes to approve change during December meeting.

Priority Classifications

Emergency Priority / Implemented within 10 days or otherwise directed by EDEWG
High Priority / Changes / Enhancements implemented with 30 days. The next release, or as otherwise directed by EDEWG
Low Priority / Changes / Enhancements implemented no earlier than 90 days, Future Release, or as otherwise directed by EDEWG

Please submit this form via e-mail to both the PUC at and to the

Change Control Manager, Brandon Siegel at

Your request will be evaluated and prioritized at an upcoming EDEWG meeting or conference call.

867MU / 867IU– PA Notes Section

Banked KH adjustment for excess customer generation: / / FirstEnergy, PPLEU, Duquesne and UGI (PECO does NOT bank)
The LDC will apply excess generation KH from a prior month(s) into the billed quantity (D1) segment of the billed summary (BB) loop of the 867MU/IU transaction sets. This process reduces the billed consumption which effectively ‘forces’ a supplier invoicing off the BB loop to ‘credit’ customer excess generation from a prior month(s). When this occurs, the sum of the metered services (PM) loops will not equal the KH being reporting in the BB loop. Suppliers should understand this practice and examine current billing practices for net metered customers. In most cases, the customer’s true consumption/generation is made available in the PM (meter) loops of the 867.
For settlement purposes, each of the EDCs applying the banked KH adjustment reports the net KH to PJM or zero KH if net negative on a monthly basis.

867MU Example Section

Scenario is for single meter reading both consumption and generation. Month 1 is net generation applied into ‘bank’. Month 2 is net consumption with bank applied to bill but not fully exhausted. Month 3 is net consumption with bank applied to bill and exhausted with remaining consumption billed to customer.

Month 1- Customer net generates 800KH into ‘bank’, billed KH is zero.

BPT*00*700707626195E*20130530*DD

DTM*649*20130604*1834

N1*SJ*SUPPLIER NAME*9*123456789ABCD

N1*8S*UTILITY NAME*1*001234567

N1*8R*CUSTOMER NAME

REF*12*12345678901234567

REF*BLT*LDC

REF*PC*DUAL

PTD*BB

DTM*150*20130427

DTM*151*20130529

QTY*D1*0*KH

PTD*SU

DTM*150*20130427

DTM*151*20130529

QTY*87*700.00000*KH

PTD*PM

DTM*150*20130427

DTM*151*20130529

REF*MG*M123456789

REF*NH*RATECLASS1

REF*JH*A

REF*IX*5.0

QTY*QD*100.00000*KH

MEA*AA*PRQ*100.00000*KH*32400.00000*32500.00000*51

PTD*PM

DTM*150*20130427

DTM*151*20130529

REF*MG*M123456789

REF*NH*RATECLASS1

REF*JH*S

REF*IX*5.0

QTY*87*900.00000*KH

MEA*AA*PRQ*900.00000*KH*16974.00000*17874.00000*51

Month 2- Customer net consumes 500KH reducing the ‘bank’ by 500KH, billed 0KH.

BPT*00*700707626195E*20130530*DD

DTM*649*20130604*1834

N1*SJ*SUPPLIER NAME*9*123456789ABCD

N1*8S*UTILITY NAME*1*001234567

N1*8R*CUSTOMER NAME

REF*12*12345678901234567

REF*BLT*LDC

REF*PC*DUAL

PTD*BB

DTM*150*20130427

DTM*151*20130529

QTY*D1*0*KH

PTD*SU

DTM*150*20130427

DTM*151*20130529

QTY*QD*500.00000*KH

PTD*PM

DTM*150*20130427

DTM*151*20130529

REF*MG*M123456789

REF*NH*RATECLASS1

REF*JH*A

REF*IX*5.0

QTY*QD*700.00000*KH

MEA*AA*PRQ*700.00000*KH*32500.00000*33200.00000*51

PTD*PM

DTM*150*20130427

DTM*151*20130529

REF*MG*M123456789

REF*NH*RATECLASS1

REF*JH*S

REF*IX*5.0

QTY*87*200.00000*KH

MEA*AA*PRQ*200.00000*KH*17874.00000*18204.00000*51

Month 3- Customer net consumes 500KH, empties the ‘bank’ of 300KH, billed net of consumption and the bank which is 200KH.

BPT*00*700707626195E*20130530*DD

DTM*649*20130604*1834

N1*SJ*SUPPLIER NAME*9*123456789ABCD

N1*8S*UTILITY NAME*1*001234567

N1*8R*CUSTOMER NAME

REF*12*12345678901234567

REF*BLT*LDC

REF*PC*DUAL

PTD*BB

DTM*150*20130427

DTM*151*20130529

QTY*D1*200*KH

PTD*SU

DTM*150*20130427

DTM*151*20130529

QTY*QD*500.00000*KH

PTD*PM

DTM*150*20130427

DTM*151*20130529

REF*MG*M123456789

REF*NH*RATECLASS1

REF*JH*A

REF*IX*5.0

QTY*QD*800.00000*KH

MEA*AA*PRQ*800.00000*KH*33200.00000*34000.00000*51

PTD*PM

DTM*150*20130427

DTM*151*20130529

REF*MG*M123456789

REF*NH*RATECLASS1

REF*JH*S

REF*IX*5.0

QTY*87*300.00000*KH

MEA*AA*PRQ*300.00000*KH*18204.00000*18504.00000*51

867IU Example will be added once EDEWG agrees on the 867MU sample.

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