ERCOT-Polled Settlement Metering

Find processes, forms and additional information related to ERCOT Polled Settlement metering.


Processes


These processes are now located in the Settlement Metering Operating Guide Appendix.


  • Settlement Metering Process 030 (version 3.0) - Details information submittals required by the TDSP after site access to EPS Metering Facilities to ensure accurate data for initial settlements and maintain approval of the EPS Metering Facility.

  • Settlement Metering Process 020 (version 2.0) - Established process to meet advance notification requirements for accessing EPS Metering Facilities. Includes requirements for removing EPS Meters from service and ensuring data quality is maintained for

  • Settlement Metering Process 000 (version 2.0) - Established process for communication needs between ERCOT and the TDSP in regards to EPS meter communication failures. Includes requirements for TDSP confirmation of repairs and changes to the TDSP repair

Forms

  • EPS Meter Test Report
    Version 4.0 - This is the form that the TDSP submits to ERCOT to document that the TDSP has tested an EPS Meter.
    (11/30/10, .xls, 221 KB)
  • EPS Metering Design Proposal
    The EPS Metering Design Proposal is the initial document required from a Transmission and/or Distribution Provider (TDSP), to obtain ERCOT approval of a proposed EPS Metering Facility design.
    (10/19/10, .doc, 264 KB)
  • EPS Site Certification Form
    Version 3.0 - This is the form that the TDSP submits to ERCOT to document that the TDSP has certified an EPS Metering Facility in compliance with Protocols.
    (11/30/10, .xls, 82.5 KB)
  • ERCOT Polled Settlement MDAS Configuration Form
    Version 4.0 - This is the form that the TDSP submits to ERCOT to document the information ERCOT needs to set the meter up in the ERCOT Data Acquisition System so that the EPS meter data can be retrieved and processed for the metering point.
    (11/30/10, .xls, 53 KB)
  • TDSP Access to EPS Metering Facilities Notification Form
    Version 2.0 - Form submitted by the TDSP to provide notification to ERCOT of access to EPS Metering Facilities.
    (10/19/10, .doc, 104.5 KB)
  • TDSP Cutover Form for EPS Metering Points
    This form shall be submitted by the TDSP to facilitate the transfer of information required to add or remove an EPS meter point in Lodestar for generation facilities, NOIE boundary metering points, or other qualified metering points.
    (10/19/10, .doc, 125.5 KB)
  • TDSP version of Audit checklist ver 4.3
    This spreadsheet is provided to assist the TDSP in certification of EPS Metering facilities.
    (03/17/06, .xls, 81 KB)
  • Temporary Exemption Request Application Form
    Form that is submitted to ERCOT to request a temporary exemption from Protocols for in service EPS Metering Facilities.
    (10/19/10, .doc, 104 KB)
  • Transformer and Line Losses Calculation Spreadsheet
    Spreadsheet for loss compensation calculations.
    (07/26/04, .xls, 43.5 KB)