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					                                                                                                                                                                                                                                                         Retail Matrix




                                                                                                                                                                        This Section in below in Blue is meant to clarify and focus the M&V content to be filled in below

Changes from first draft are shown in italics,                                                                                                                                                                                       Data reporting-frequency and                                                                                                                                                                                                                                                                 Regulatory and market
                                                                                                                                                                        Qualification/ testing/ auditing                                                                            Meter and equipment standards                                    Performance/ baseline                                           Statistical sampling of non-interval metered loads                        Deployment Limitations
based on comments from the group                                                                                                                                                                                                     monitoring                                                                                                                                                                                                                                                                                   context



                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               Define any maximum number
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               of events or hours of program
                                                                                                                                                                                                                                     To ensure adequate information to                                                                                                                                               To ensure that the methodologies and techniques used to calculate                                            N/A This would be helpful to
                                                                                                                                                                        To ensure that the DR resources are capable of                                                              To ensure appropriate granularity (frequency of data             To ensure the methodologies and techniques used to                                                                                        deployment. Limitations of
                                                                                                                                                                                                                                     measure DR performance, accurate                                                                                                                                                load response and/or recovery create a statistically valid use                                               identify the different
                                                                                                                                                          Objective     performing, thereby delivering the product(s) being                                                         collection), frequency of data communication, accuracy and       calculate load response and/or recovery produce results                                                                                   the number of times the
                                                                                                                                                                                                                                     settlement and real-time operating data as                                                                                                                                      alternative to interval metering for measuring DR performance or                                             regulatory contexts under
                                                                                                                                                                        purchased.                                                                                                  validity of data.                                                that are within the required error tolerances (i.e., +/- X%).                                                                             event is called, the length of
                                                                                                                                                                                                                                     appropriate.                                                                                                                                                                    aggregations of loads, produce results that are statistically valid.                                         which programs operate.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               an event, the % of
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               participants


How to use this Matrix:                                                                                                                                   Frequency     Prior to participation in market, and ongoing.               Ongoing and/or event-driven.                   Ongoing or event-driven.                                         Ongoing or event-driven.                                        Ongoing or event-driven.                                                  N/A                                N/A




To the best of your ability fill in the white boxes below. If there are multiple programs or product names or triggers within a Class of DR                                                                                          Requirements around transmittal of meter
                                                                                                                                                                        Up front process to verify adequate infrastructure
Resource, please include their names in Column C and the trigger actions as appropriate in column D. If there are different M&V                                                                                                      and/or telemetry data to ISO/RTO and
                                                                                                                                                                                                                                                                                                                                                     Method(s) and techniques used to calculate the DR
                                                                                                                                                                        (measurement & data recording and communication
requirements within a Class of DR Resource include them separated by a notation as to which product name it applies. There is no                                                                                                     market. Includes validation, editing &
                                                                                                                                                                        equipment and data validation procedures) in place.                                                                                                                          resource's expected load absent the DR instruction or           Methodology for creating a statistically valid alternative to universal
                                                                                                                                                                                                                                     estimation (VEE). If reporting for a           Requirements for meter accuracy, calibration, precision &                                                                                                                                                  Restrictions of program            Context under which the service
limit to the amount of information you add for each box, (this should occur rarely) . The notes in red are resulting from the                             Description   May include on-site inspections, data transfers, actual                                                                                                                      request. Load response is the difference between its            interval metering, to include precision & accuracy requirements,
                                                                                                                                                                                                                                     particular product is differentiated by what   testing and frequency of above.                                                                                                                                                                            operation and /or participation.   or program is being offered.
conference call on November 21. Please note that the description text provided for specific programs is used as examples to                                             load reduction test to verify that the resource is able to                                                                                                                   actual metered load and the calculated baseline. How is         sample size and selection requirements and bias control.
                                                                                                                                                                                                                                     it is used for, e.g. operations, planning or
put the issue identified in the heading within context. Companies may have different or similar descriptions for programs.                                              deliver the committed reductions. Process &                                                                                                                                  the baseline calculated.
                                                                                                                                                                                                                                     settlement only. For VEE - addressing
                                                                                                                                                                        procedures for disqualification.
There may or may not have differences in program qualification versus program implementation.                                                                                                                                        missing values, high-low checks, etc..




                                                        IRC/NERC Category
                                                        (Ancillary Services,
                                                                               ISO/RTO Program or Product         When is Product expected to                                                                                        Data reporting-frequency and                                                                                                                                                                                                                                                                 Regulatory and market
Class of DR Resources              Product Type         Capacity, Energy                                                                                                Qualification/ testing/ auditing                                                                            Meter and equipment standards                                    Performance/ baseline                                           Statistical sampling of non-interval metered loads                        Deployment Limitations
                                                                               Name                               perform -Trigger events                                                                                            monitoring                                                                                                                                                                                                                                                                                   context
                                                        Voluntary, Energy
                                                        Price



                                                                                                                                                                                                                                                                                                                                                      How is an acceptable default reached for a utility
                                                                                                                    Questionable on whether this is
                                                                                                                                                                                                                                     Utility best practices should be                                                                                operating in a non-ISO footprint? ISOs establish
                                                                                                                  needed for development of M&V
                                                                                                                                                                                                                                     followed in addressing missing data or                                                                          baselines and compare to usage immediately prior
                                                                                                                  model business practices for the                                                                                                                                  This could include support of ANSI standards for the
                                                                                                                                                                                                                                     questionable data with techniques                                                                               to an event. Not a common standard across ISOs at                                                                                         Limitations of the number of
                                                                                                                  retail market - this column is                                                                                                                                    performance of the meter equipment or control devices
                                                                               Need to compile a list of                                                                How do you verify that the equipment is operating            used to estimate or edit data. Retail                                                                           this time. Baselines may vary depending on age of      The data below is an example of this column could be filled in                     times the event is called, the
Notes:                                                                                                            needed for the ISO/RTO matrix.                                                                                                                                    for the equipment. There is a difference between the
                                                                               programs.                                                                                as expected?                                                 business practices may be developed                                                                             equipment and other criteria. ISO-NE has developed and highlights the issues that should be discussed.                                    length of an event, the % of
                                                                                                                  This trigger event will probably                                                                                                                                  sample population and the normal target population
                                                                                                                                                                                                                                     to define parameters supporting                                                                                 baselines directed to energy efficiency in addition to                                                                                    participants
                                                                                                                  vary from company to company.                                                                                                                                     and is dependent on the investment made by the utility.
                                                                                                                                                                                                                                     addressing estimates or editing to                                                                              demand response. Any program developed would
                                                                                                                  Triggers require date and time
                                                                                                                                                                                                                                     replace missing or questionable data.                                                                           benefit from a definition of how the baseline is
                                                                                                                  stamps.
                                                                                                                                                                                                                                                                                                                                                     calculated.



                                                                                                                                                                                                                                                                                                                                                                                                                     An initial sample of 250 homes will provide a reasonably accurate
                                                                                                                                                                                                                                                                                                                                                                                                                     estimate of load reduction that should be within =/- 5% of the true
                                                                                                                                                                        Verification: Operate a pilot program to determine that
                                                                                                                                                                                                                                                                                    The customer's meter will continue to be used for billing                                                                        mean at a 90% confidence interval. The estimate for each demand
                                                                                                                                                                        at least 95% of devices both receive and respond to
                                                                                                                                                                                                                                     Data from IDR will be collected on monthly     determinants. The WH control switches should be included                                                                         reduction should be calculated with a 90% confidence level and the
                                                                                                                                                                        signal to turn off WH at the beginning of the program.
                                                                                                                  when system load is critical (defined                                                                              meter reading route for pilot and sample       in the periodic meter tests to verify that 95% of the devices    The algorithm that provides a reasonable estimate of            accuracy determined for each load reduction. An average error
                                                                                                                                                                        Depending on the manufacturers and device, the
                                                                                                                  as ____) or when zone load is priced                                                                               accounts. When program is implemented,         remain operational. The communication signal must be tested      normal customer usage absent any water heater                   bound within +/- 10% will be considered to be accurate. If the net to
                                                                               Residential Water Heater Control                                                         verification may come from a signal back from device, a
Capacity                                                                                                          at or above $____ or transmission                                                                                  the profiled reduction from the sample will    annually. Accounts in the load profile sample should have an     interruption will be utility (and program specific). The        gross operability study has remained at or above 90%, a sample of
                                                                               Program                                                                                  data logger, or an IDR on the meter. Ongoing, a sample
                                                                                                                  constraints in zone (defined as                                                                                    be deemed to be the reduction for the          end-use recorder on the water heater as well as a whole          CBL formula that is approved by the utility's ISO should        100 homes will be adequate and should produce an error bound
                                                                                                                                                                        of at least 250 devices should be tested at least every 5
                                                                                                                  _______)                                                                                                           program population. Monthly data will be       house recorder. Thirty minute interval data is adequate,         be an acceptable default alternative.                           within =/- 5%. If net to gross operability drops below 90%, then a full
                                                                                                                                                                        years to determine the overall failure rate and to develop
                                                                                                                                                                                                                                     required for PJM settlement                    although fifteen minute data on the water heater is considered                                                                   sample of 250 homes will be required. If a tighter error bound is
                                                                                                                                                                        a net to gross ratio. This ratio will be applied to the
                                                                                                                                                                                                                                                                                    preferable.                                                                                                                      necessary, a larger sample will be required. (NOTE: This
                                                                                                                                                                        deemed kW per customer reduction from the load study.
                                                                                                                                                                                                                                                                                                                                                                                                                     recommendation based on "PJM Deemed Savings for Legacy
                                                                                                                                                                                                                                                                                                                                                                                                                     AC/WH Programs" report.)


Ancillary Services


                                                                                                                                                                        Each customer site will provide a dedicated IBM
                                                                                                                                                                        compatible PC with a modem in order to receive the
                                                                                                                                                                        price transmissions and the telecommunication
                                                                                                                                                                        equipment needed for the company to communicate
                                                                                                                  when system load is critical (defined                 with the meter (dedicated phone line, cellular phone
                                                                                                                                                                                                                                                                                                                                                     See Dominion VA Power rate sch.. RTP, paragraph V.
                                                                                                                  as ____) or when zone load is priced                  modem, etc.) The company will provide the software to The company will maintain access through
                                                                                                                                                                                                                                                                                    Standard billing meter and IDR, meeting company standards        DETERMINATION OF BASELINE KW LEVELS,
Energy Price                                                                   Real Time Pricing rate (RTP)       at or above $____ or transmission                     allow receipt of the RTP prices as well as to perform   the provided phone line and will collected                                                                                                                                           Not sampled.
                                                                                                                                                                                                                                                                                    for accuracy. Modem and phone line provided by customer.         BASELINE ENERGY LEVELS, AND INCREMENTAL
                                                                                                                  constraints in zone (defined as                       analytical and graphical functions. The company will    half-hourly load data every 24 hours.
                                                                                                                                                                                                                                                                                                                                                     ENERGY USAGE.
                                                                                                                  _______)                                              install an IDR . A rate contract will be executed to
                                                                                                                                                                        insure that the customer fully understands the rate and
                                                                                                                                                                        agrees to a one year minimum commitment. (NOTE:
                                                                                                                                                                        the existing RTP rate is currently closed to new
                                                                                                                                                                        customers.)


Energy Voluntary


                                                                               Explanation                        Explanation
                                                                                                                                                                                                                                                            Retail Matrix




                                                                                                                                                                           This Section in below in Blue is meant to clarify and focus the M&V content to be filled in below

Changes from first draft are shown in italics,                                                                                                                                                                                          Data reporting-frequency and                                                                                                                                                                                                                                                             Regulatory and market
                                                                                                                                                                           Qualification/ testing/ auditing                                                                            Meter and equipment standards                                Performance/ baseline                                           Statistical sampling of non-interval metered loads                        Deployment Limitations
based on comments from the group                                                                                                                                                                                                        monitoring                                                                                                                                                                                                                                                                               context



                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Define any maximum number
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              of events or hours of program
                                                                                                                                                                                                                                        To ensure adequate information to                                                                                                                                           To ensure that the methodologies and techniques used to calculate                                            N/A This would be helpful to
                                                                                                                                                                           To ensure that the DR resources are capable of                                                              To ensure appropriate granularity (frequency of data         To ensure the methodologies and techniques used to                                                                                        deployment. Limitations of
                                                                                                                                                                                                                                        measure DR performance, accurate                                                                                                                                            load response and/or recovery create a statistically valid use                                               identify the different
                                                                                                                                                             Objective     performing, thereby delivering the product(s) being                                                         collection), frequency of data communication, accuracy and   calculate load response and/or recovery produce results                                                                                   the number of times the
                                                                                                                                                                                                                                        settlement and real-time operating data as                                                                                                                                  alternative to interval metering for measuring DR performance or                                             regulatory contexts under
                                                                                                                                                                           purchased.                                                                                                  validity of data.                                            that are within the required error tolerances (i.e., +/- X%).                                                                             event is called, the length of
                                                                                                                                                                                                                                        appropriate.                                                                                                                                                                aggregations of loads, produce results that are statistically valid.                                         which programs operate.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              an event, the % of
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              participants


How to use this Matrix:                                                                                                                                      Frequency     Prior to participation in market, and ongoing.               Ongoing and/or event-driven.                   Ongoing or event-driven.                                     Ongoing or event-driven.                                        Ongoing or event-driven.                                                  N/A                                N/A




To the best of your ability fill in the white boxes below. If there are multiple programs or product names or triggers within a Class of DR                                                                                             Requirements around transmittal of meter
                                                                                                                                                                           Up front process to verify adequate infrastructure
Resource, please include their names in Column C and the trigger actions as appropriate in column D. If there are different M&V                                                                                                         and/or telemetry data to ISO/RTO and
                                                                                                                                                                                                                                                                                                                                                    Method(s) and techniques used to calculate the DR
                                                                                                                                                                           (measurement & data recording and communication
requirements within a Class of DR Resource include them separated by a notation as to which product name it applies. There is no                                                                                                        market. Includes validation, editing &
                                                                                                                                                                           equipment and data validation procedures) in place.                                                                                                                      resource's expected load absent the DR instruction or           Methodology for creating a statistically valid alternative to universal
                                                                                                                                                                                                                                        estimation (VEE). If reporting for a           Requirements for meter accuracy, calibration, precision &                                                                                                                                              Restrictions of program            Context under which the service
limit to the amount of information you add for each box, (this should occur rarely) . The notes in red are resulting from the                                Description   May include on-site inspections, data transfers, actual                                                                                                                  request. Load response is the difference between its            interval metering, to include precision & accuracy requirements,
                                                                                                                                                                                                                                        particular product is differentiated by what   testing and frequency of above.                                                                                                                                                                        operation and /or participation.   or program is being offered.
conference call on November 21. Please note that the description text provided for specific programs is used as examples to                                                load reduction test to verify that the resource is able to                                                                                                               actual metered load and the calculated baseline. How is         sample size and selection requirements and bias control.
                                                                                                                                                                                                                                        it is used for, e.g. operations, planning or
put the issue identified in the heading within context. Companies may have different or similar descriptions for programs.                                                 deliver the committed reductions. Process &                                                                                                                              the baseline calculated.
                                                                                                                                                                                                                                        settlement only. For VEE - addressing
                                                                                                                                                                           procedures for disqualification.
There may or may not have differences in program qualification versus program implementation.                                                                                                                                           missing values, high-low checks, etc..




                                                          IRC/NERC Category
                                                          (Ancillary Services,
                                                                                 ISO/RTO Program or Product          When is Product expected to                                                                                        Data reporting-frequency and                                                                                                                                                                                                                                                             Regulatory and market
Class of DR Resources                      Product Type   Capacity, Energy                                                                                                 Qualification/ testing/ auditing                                                                            Meter and equipment standards                                Performance/ baseline                                           Statistical sampling of non-interval metered loads                        Deployment Limitations
                                                                                 Name                                perform -Trigger events                                                                                            monitoring                                                                                                                                                                                                                                                                               context
                                                          Voluntary, Energy
                                                          Price
                                                                                                                     Each ISO/RTO program or product
                                                                                 Each ISO/RTO calls their
                                                                                                                     has unique trigger events their
                                                                                 products and programs different
                                                                                                                     products and programs different
                                                                                 things. In order to track and
                                                                                                                     things. In order to track and define
                                                                                 define similarities and then
                                                                                                                     similarities and then translate that
                                                                                 translate that back to each
                                                                                                                     back to each ISO/RTO this field
                                                                                 ISO/RTO this field should include
                                                                                                                     should include the trigger action for
                                                                                 the program or product name
                                                                                                                     the program or product.
DR/LM Programs for retail - all of which
have two aspects:
M&V aspect - Derivation of planning
estimates
M&V aspect - Measurement of
evaluation estimates
Residential Direct Load Control
Examples:
water heaters
air conditioners
heat pumps
smart thermostats
information displays to allow consumer
to respond on energy consumption

Program Aspects:

Who initiates - LSE or customer based
on signal from LSE or customer initiated
price oriented programs
DR distinction is more of a dispatch
function
To the extent that NAESB can provide
some protocols that would assist groups
such as ISOs in evaluating the
effectiveness of programs would be
helpful.
Time of Use
Examples:
Schedule of prices published such the
consumer can determine his energy
consumption based in part on price
signals published.

Real Time Pricing

Demand Charges

Peak Time Rebates

Planning Peak Alerts

Interruptible/Curtailable Management
Rates
Thermal Storage/Energy Storage
                                                                                                                                                                                                                                             Retail Matrix




                                                                                                                                                            This Section in below in Blue is meant to clarify and focus the M&V content to be filled in below

Changes from first draft are shown in italics,                                                                                                                                                                           Data reporting-frequency and                                                                                                                                                                                                                                                             Regulatory and market
                                                                                                                                                            Qualification/ testing/ auditing                                                                            Meter and equipment standards                                Performance/ baseline                                           Statistical sampling of non-interval metered loads                        Deployment Limitations
based on comments from the group                                                                                                                                                                                         monitoring                                                                                                                                                                                                                                                                               context



                                                                                                                                                                                                                                                                                                                                                                                                                                                                               Define any maximum number
                                                                                                                                                                                                                                                                                                                                                                                                                                                                               of events or hours of program
                                                                                                                                                                                                                         To ensure adequate information to                                                                                                                                           To ensure that the methodologies and techniques used to calculate                                            N/A This would be helpful to
                                                                                                                                                            To ensure that the DR resources are capable of                                                              To ensure appropriate granularity (frequency of data         To ensure the methodologies and techniques used to                                                                                        deployment. Limitations of
                                                                                                                                                                                                                         measure DR performance, accurate                                                                                                                                            load response and/or recovery create a statistically valid use                                               identify the different
                                                                                                                                              Objective     performing, thereby delivering the product(s) being                                                         collection), frequency of data communication, accuracy and   calculate load response and/or recovery produce results                                                                                   the number of times the
                                                                                                                                                                                                                         settlement and real-time operating data as                                                                                                                                  alternative to interval metering for measuring DR performance or                                             regulatory contexts under
                                                                                                                                                            purchased.                                                                                                  validity of data.                                            that are within the required error tolerances (i.e., +/- X%).                                                                             event is called, the length of
                                                                                                                                                                                                                         appropriate.                                                                                                                                                                aggregations of loads, produce results that are statistically valid.                                         which programs operate.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                               an event, the % of
                                                                                                                                                                                                                                                                                                                                                                                                                                                                               participants


How to use this Matrix:                                                                                                                       Frequency     Prior to participation in market, and ongoing.               Ongoing and/or event-driven.                   Ongoing or event-driven.                                     Ongoing or event-driven.                                        Ongoing or event-driven.                                                  N/A                                N/A




To the best of your ability fill in the white boxes below. If there are multiple programs or product names or triggers within a Class of DR                                                                              Requirements around transmittal of meter
                                                                                                                                                            Up front process to verify adequate infrastructure
Resource, please include their names in Column C and the trigger actions as appropriate in column D. If there are different M&V                                                                                          and/or telemetry data to ISO/RTO and
                                                                                                                                                                                                                                                                                                                                     Method(s) and techniques used to calculate the DR
                                                                                                                                                            (measurement & data recording and communication
requirements within a Class of DR Resource include them separated by a notation as to which product name it applies. There is no                                                                                         market. Includes validation, editing &
                                                                                                                                                            equipment and data validation procedures) in place.                                                                                                                      resource's expected load absent the DR instruction or           Methodology for creating a statistically valid alternative to universal
                                                                                                                                                                                                                         estimation (VEE). If reporting for a           Requirements for meter accuracy, calibration, precision &                                                                                                                                              Restrictions of program            Context under which the service
limit to the amount of information you add for each box, (this should occur rarely) . The notes in red are resulting from the                 Description   May include on-site inspections, data transfers, actual                                                                                                                  request. Load response is the difference between its            interval metering, to include precision & accuracy requirements,
                                                                                                                                                                                                                         particular product is differentiated by what   testing and frequency of above.                                                                                                                                                                        operation and /or participation.   or program is being offered.
conference call on November 21. Please note that the description text provided for specific programs is used as examples to                                 load reduction test to verify that the resource is able to                                                                                                               actual metered load and the calculated baseline. How is         sample size and selection requirements and bias control.
                                                                                                                                                                                                                         it is used for, e.g. operations, planning or
put the issue identified in the heading within context. Companies may have different or similar descriptions for programs.                                  deliver the committed reductions. Process &                                                                                                                              the baseline calculated.
                                                                                                                                                                                                                         settlement only. For VEE - addressing
                                                                                                                                                            procedures for disqualification.
There may or may not have differences in program qualification versus program implementation.                                                                                                                            missing values, high-low checks, etc..




                                                        IRC/NERC Category
                                                        (Ancillary Services,
                                                                               ISO/RTO Program or Product   When is Product expected to                                                                                  Data reporting-frequency and                                                                                                                                                                                                                                                             Regulatory and market
Class of DR Resources                    Product Type   Capacity, Energy                                                                                    Qualification/ testing/ auditing                                                                            Meter and equipment standards                                Performance/ baseline                                           Statistical sampling of non-interval metered loads                        Deployment Limitations
                                                                               Name                         perform -Trigger events                                                                                      monitoring                                                                                                                                                                                                                                                                               context
                                                        Voluntary, Energy
                                                        Price

Standby Generation Rates (emergency
generators and distributed generators)

Smart Appliances

Ancillary Programs

				
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