Notes from INTERVAL VEE Conference Call 5/27/98 

Participants:
Jayne Collins, Duncan Cano - PG&E
Valerie Nibler - Energy Interactive
Tom Lofgren - Cellnet
Randy Powell - Schlumberger
Kathy Smith - ABB

Discussions:
•	Appendix A - the group discussed Lee Simmons proposal, but did not completely understand it.  The group discussion included the assumption that the usage reported in the intervals is accurate, just divided into intervals incorrectly (either too many or too few).  If there are too many intervals, only use the first n, where n is the expected number; calculate the usage in the remaining intervals, and prorate it over the first n intervals.  If there are too few intervals, add intervals at the end to reach the required number and use the linear interpolation estimation algorithm to put values in the added intervals.  Calculate the usage that was added by those intervals, and prorate all intervals down accordingly so the final total usage equals the initial total usage. Valerie Nibler agreed to document a revised proposal.
•	Irregular usage customers - the group reviewed previous discussions and agreed that the methods to deal with irregular usage customers should not be strictly limited.  The group agreed that a form of high/low usage check and spike check should always be performed; the MDMA may modify the test to duplicate their manual verification process after the process has been used successfully for three consecutive months.  The document should describe examples of the types of modifications that may be done, but not limit the MDMA to those.  The MDMA should be required to review irregular usage customers at least annually to determine if they are still irregular usage customers or should be placed back in the standard tests; note that the MDMA would want to look at 12 months of data to determine this as a customer may be irregular in certain seasons.
•	The group reviewed the proposed implementation schedule developed during the last conference call and agreed it looks good.
•	Kathy mentioned that she would write a separate document to describe the group’s comments and future recommendations for VEE.  This would include the guidelines to be considered when changing the rules, reviewing the results to see how they effective they are, etc.
•	PG&E reported that both meters and recorders mark intervals recorded during test mode, and they presently estimate those intervals.

Next Steps:
There will be a conference call Friday, June 5, at 10:30 am PDT (1:30 pm EDT).  The dial-in number is 888-232-0365, and the access code is 377722.  Topics to review include:
•	revised Appendix A from Valerie, 
•	holidays from Tom, 
•	future plans document, 
•	and a section by section review of the rules.  
There will be a FINAL REVIEW meeting in LA Thursday, June 18, at 9:00 am PDT.  This meeting will go through the document section by section to agree on final wording.  A final version will be presented to the PSWG MDMA subgroup Tuesday, June 23.  If you have any substantial comments, please do not wait until June 18 to bring them up!  If you have comments but are unable to participate in the conference call or meeting, please call Kathy Smith at 919-250-5429 or email them to kathy.smith@ustra.mail.abb.com.

Details for the meeting location TBA.

New INTERVAL Action Items: 
1.	Valerie Nibler to write up alternate proposal for Appendix A.
2.	Kathy Smith to draft document with future recommendations.
3.	Group to review interval rules.

INTERVAL Action Items from 5/18 Conference Call:
1.	Lee Simmons to write up alternate proposal for Appendix A.  CLOSED
2.	UDCs to provide their current policies on how they handle interval data when meter has been in test mode - PG&E reported
3.	Tom Lofgren to send Kathy Smith a list of holidays to be incorporated in the document. - OPEN
4.	Participants to review proposed implementation plan for discussion. - CLOSED.  Discussed 5/27/98.

Action Items from 5/8 INTERVAL Conference Call:
1.	Participants who use recorders to investigate how they report power failures.
2.	Participants to submit alternate proposals for Appendix A.
3.	Participants to consider how to best manage irregular usage customers. - CLOSED.  Subject discussed 5/18 conference call.
4.	Kathy Smith to update document. - CLOSED

Action Items from 5/6 MONTHLY Meeting:
1.	UDCs to provide what they presently do to estimate TOU data
2.	Kathy Smith to contact Steve Roscoe re: do load profiles contain average usage data and will there be a load profile for every TOU rate
3.	Kathy Smith to circulate a request to UDCs and MDMAs for areas where the 1.3 rules were unclear or led to confusion.

Action Items from 4/27 MONTHLY Meeting:
1.	PG&E to circulate information regarding monthly hi/lo usage check
2.	SDG&E to prepare data from hi/lo demand check based on data collected so far
3.	PG&E to prepare alternate proposal for demand reasonableness check
4.	Kathy to revise document based on meeting 

Action Items from 4/20 INTERVAL conference call:
1.	UDCs to review spike check thresholds of 10 pulses - CLOSED.  <= 10 pulses is ok)
2.	UDCs to prepare to present reasons why a whole day’s data should be considered suspect and not used for estimation if one interval of that day is estimated - CLOSED - partial days may be used subject to rules listed in document
3.	UDCs with rate schedules with different “like days” (i.e., MWF are like days, not MTWThF) are to consider the affect of sections 4.3.4 through 4.3.6 - CLOSED - like days will stay as they are
4.	Kathy Smith to revise VEE rules based on discussions - CLOSED - draft 4 was distributed
5.	Kathy Smith to send nationalization proposal to PSWG for vote - CLOSED - submitted to MDMA subgroup
6.	Kathy Smith to check with Bill Rush about eventually moving VEE to IEEE SCC 31 - OPEN
7.	Carmina Sara to check for additional purses for the kVARh check - OPEN
8.	Kathy Smith to check with Ed McCann about presentation at UDC/MDMA meeting - CLOSED.  VEE update was presented.
9.	Kathy Smith to check with SDG&E about having VEE meeting after UDC/MDMA meeting 5/5. - CLOSED.  Meeting was held for monthly data.

Action Items from 4/7/98 INTERVAL Conference Call:
1.	John VanderLinde to provide description of the proposed demand tolerance check p - CLOSED.  The proposal to add the additional check has been withdrawn.
2.	All participants to consider should VEE rules be moved toward national standardization - CLOSED.  
3.	UDCs to provide thresholds for spike and kVARh checks.  CLOSED
4.	Tom Lofgren to draft proposal to resolve timing of MDMA receipt of customer historical data for joint UDC/MDMA meeting.  OPEN
5.	Kathy Smith (with help from UDCs) to draft proposal to discuss adjustments for joint UDC/MDMA meeting.  CLOSED - draft submitted to SDG&E
6.	UDCs to prepare to present reasons why a whole day’s data should be considered suspect and not used for estimation if one interval of that day is estimated.  CLOSED
7.	UDCs with rate schedules with different “like days” (i.e., MWF are like days, not MTWThF) are to consider the affect of sections 4.3.4 through 4.3.6.  CLOSED
8.	Kathy Smith to revise VEE rules based on discussions.  CLOSED - Draft 2 of version 1.4 was published.