Notes from INTERVAL VEE Conference Call 6/5/98 

Participants:
Jayne Collins, Duncan Cano - PG&E
Valerie Nibler - Energy Interactive
John VanderLinde - SDG&E
Tom Chen - eT
Kathy Smith - ABB

Discussions:
•	Appendix A - the group discussed Valerie Nibler’s proposal and agreed it should be added as an alternate way to prorate data when the meter time is off.  Examples will be added to clarify it, and “adjust” will be changed to “scale” to avoid confusion with adjusted data.
•	Jayne will provide a list of holidays.
•	The group discussed the document, and agreed it should be kept as one document instead of splitting interval and monthly rules into two different documents.  The group also agreed it would be good to try to reformat the document to make it easier to read.  Valerie Nibler agreed to try to reformat the interval section of the document.  For the final review June 18, the group can review both versions (original and reformatted) side by side.
•	The group reviewed the interval check and estimation portions of the document section by section:
1.	The group discussed test mode again.  The agreement was that the customer should not be charged for the test load.  Most equipment records zeroes for revenue data quantities while the meter is in test mode.  It was agreed that reporting zeroes was ok rather than estimating the data.  If the meter is inadvertently left in test mode, the data needs to be estimated.
2.	The group discussed High/low check - section 3.5.1.  Valerie will provide a summary of previous discussions on doing this check before and after estimation.
3.	The group discussed the need to report the actual estimation algorithm in CMEP (or whatever the interface standard is).  The group believes it is sufficient to report that the data was estimated, and that the MDMA must maintain records of the estimation algorithm used for each interval.  Kathy will check with Jim Price to see if he remembers the reasons for requiring the estimation algorithm originally.
4.	The group discussed which days should be used for estimation in 4.2.1 through 4.2.6.  The agreement was to always use the present billing period first, even if there were other days “closer” to the day needing estimation in the previous month.  For consistency and ease of MDMA acceptance testing, if two days are the same “distance” from the day requiring estimation and are both in the same billing month, the earlier day has precedence.  This should be implemented by 6/1/99.  Examples will be added.

Next Steps:
There will be a conference call Friday, June 12, at 10:30 am PDT (1:30 pm EDT).  The dial-in number will be provided.  Topics to review include:
•	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.	Jayne to provide list of holidays
2.	Kathy to contact Jim Price regarding including specific estimation algorithm when data is published
3.	Valerie to reformat
4.	Kathy to revise original document

INTERVAL Action Items from 5/27 conference call: 
1.	Valerie Nibler to write up alternate proposal for Appendix A. - CLOSED
2.	Kathy Smith to draft document with future recommendations. - CLOSED
3.	Group to review interval rules. - CLOSED

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.