Project Nexus WorkgroupRead Validation following

Transfer of Ownership13th October 2015

1

Background

• Proposals raised via the ‘Requirements Log’ at September PN UNC, action (0904) taken to provide examples of the proposals

• Three process improvements have been identified around actual read submission following an estimated transfer read;– Read tolerance validation of a read following an estimated

transfer read– For Class 1 & 2, actual read following an estimated transfer read– Applying ‘Round the Clock Count’ (TTZ) following an estimated

transfer read

• The following slides provide the options & recommendations on the treatment of the above scenarios

2

Read Validation following an Estimated Transfer Read

• Where an actual read is received following an estimated transfer read the current tolerance validations will reject the actual read if less than the transfer read

• Options:1. Introduce negative tolerances

2. Reject the read, would need to continue to reject until the actual read is equal to or greater than the estimated read

3. Validate the read using the last actual read

3

Read Validation following an Estimated Transfer Read – Option 1

4

Transfer of OwnershipEstimated Opening

ReadActualread

Actualread

1500 25003500

• In order for the actual read to be accepted the Shipper would need to replace the estimated transfer read or

• Introduce negative tolerance checks for validating the read

Validate read usingNegative tolerances

Class 3 & 4

Read Validation following an Estimated Transfer Read – Option 2

5

Transfer of OwnershipEstimated Opening

ReadActualread

ActualRead

Accepted

1500 35103500

• Reject any actual reads until the read equals or is greater than the estimated transfer read

• Consumption & energy calculated between the actual read and the transfer read, the energy between the two reads used to validate the read against the read validation tolerances

• Reconciliation calculated from the transfer read

Class 3 & 4ActualRead

Rejected

2500

Read validation & Reconciliation

Read Validation following an Estimated Transfer Read – Option 3 - Recommended

6

Transfer of OwnershipEstimated Opening

ReadActualread

Actualread

1500 25003500

• Validate the read using the previous actual read• Consumption & energy calculated between the two actual

reads, the energy between the two reads used to validate the read against the read validation tolerances

• Reconciliation calculated from the transfer read

Validate read to the previous actual read

Class 3 & 4

Read Validation following an Estimated Transfer Read – Option 3 change in Class NDM to DM

7

Transfer of OwnershipEstimated Opening

ReadActualread

Actualread

1500 25003500

• Validate the read using the previous actual read• Consumption & energy calculated between the two actual

reads, the energy between the two reads used to validate the read against the read validation tolerances

Validate read to the previous actual read

Class 4 Class 2

Read Validation following an Estimated Transfer Read – Option 3 change in Class DM to NDM

8

Transfer of OwnershipEstimated Opening

ReadActualread

Actualread

1500 25003500

• Validate the read using the previous actual read• Consumption & energy calculated between the two actual

reads, the energy between the two reads used to validate the read against the read validation tolerances

• Reconciliation calculated from the transfer read

Validate read to the previous actual read

Class 2 Class 4

Class 1 & 2; Actual Read following an Estimated Transfer Read

• Where an actual read is received following an estimated transfer read, if the actual read is less than the estimate this will create a negative energy for allocation.

• Negative energy for a GFD should not be used for allocation processes, not correct & affects unidentified gas

• For normal daily processes, no transfer in ownership, ‘better estimates’ will be created between the two actual reads

• Proposal: Following an estimated transfer read, re-calculate the estimate(s) back to the previous actual read, including the estimated transfer read

9

Class 1 & 2; Actual Read following an Estimated Transfer Read

10

Transfer of OwnershipEstimated Opening

ReadActualread

Actualread

1500 27004500

Estimatedread

6500

Estimatedread

Estimatedread

3500

Estimatedread

2500 5500

- Actual daily reads not received for a period for a Class 1 or 2- On the transfer of ownership date an estimated read created as no

actual received & notified to the Outgoing Shipper- When the actual read received after the transfer date is less than

any of the estimated reads this will result in negative energy being used for allocation processes

-3800

Class 1 & 2; Actual Read following an Estimated Transfer Read - Recommended

11

Transfer of OwnershipEstimated Opening

Read

Actualread

Actualread

1500 27004500

Estimatedread

6500

Estimatedread

Estimatedread

3500

Estimatedread

2500 5500

1700 1900 2100 2300 2500

• All the estimated reads between the actuals are re-calculated to create new estimated reads: ‘Better Estimate’, including the transfer read

• The re-calculated estimated consumption within GFD+5 will be used for allocation processes, reads outside GFD+5 will be used for Reconciliation

• The new estimated transfer read will be notified to the outgoing Shipper and will create a Reconciliation.

• Estimated transfer read can be replaced which would create a Re-rec.

Class Change; Actual Read following an Estimated Transfer Read - Recommended

12

Transfer of OwnershipEstimated Opening

Read

Actualread

Actualread

1500 27004500

Estimatedread

6500

Estimatedread

5500

2100 2300 2500

• All the estimated reads between the actuals are re-calculated to create new estimated reads: ‘Better Estimate’, including the transfer read

• The re-calculated estimated consumption within GFD+5 will be used for allocation processes, reads outside GFD+5 will be used for Reconciliation

• The new estimated transfer read will be notified to the outgoing Shipper and will create a Reconciliation.

• Estimated transfer read can be replaced which would create a Re-rec.

Class 4 Class 2

Reconciliation

Class Change; Actual Read following an Estimated Transfer Read - Recommended

13

Transfer of OwnershipEstimated Opening

Read

Actualread

Actualread

1500 27004500

Estimatedread

3500

Estimatedread

2500

• Estimated transfer read would not be replaced as it does not feed Allocation processes

• Reconciliation from the actual read to the transfer read

Class 2 Class 4

Reconciliation

Applying ‘Round the Clock Count’ (TTZ) following an Estimated Transfer Read

• Where an actual read is received following an estimated transfer read, the TTZ count must be based on the estimated transfer read.

• If the estimate is higher than the actual read a negative TTZ must be provided

• Option:1. Continue to base the TTZ count on the estimated transfer read

2. Base the TTZ count on the previous actual read where the transfer read is an estimate

• Applies to all Classes of meter point

14

Applying ‘Round the Clock Count’ (TTZ) following an Estimated Transfer Read – Example Option 1

15

Transfer of OwnershipEstimated Opening

ReadActualread

Actualread

1500 25003500

• Use the estimated transfer read for applying the TTZ count• In the example above the Shipper would provide a TTZ

count of -1 • A negative TTZ has been allowed for in the file formats

TTZ count based onEstimated transfer read

All Classes

Applying ‘Round the Clock Count’ (TTZ) following an Estimated Transfer Read Example Option 2 -

Recommended

16

Transfer of OwnershipEstimated Opening

ReadActualread

Actualread

9500 05001500

• Use the previous actual read for applying the TTZ count• The Incoming Shipper will be notified of the previous

actual read• In the example above the Shipper would provide a TTZ

count of 1

TTZ count based on previous read

All Classes