Chapter 10 Certified Supplier Guidebook
Certified Supplier Guidebook Chapter 10: Load Profiling, Imbalance, and Settlement Introduction
This chapter describes the load profiling, imbalance, and settlement process used to bill the transmission scheduling agent (TSA) for transmission and ancillary services and other services. The certified supplier (or TSA) should review the applicable tariff’s for details concerning the major components of the settlement process.
Topics in this chapter include:
Load Profiling Process
Weather Response Functions for Forecasting
Duke Energy will prepare in advance and post on Duke Energy's website, weather response functions representative of each profile class and daytype (weekday or weekend) for each month of the year.
Weather Response Function Updates
Duke Energy will periodically review these weather response functions for accuracy to ensure they are statistically representative of the segment class and updated as more recent data is collected, processed and analyzed. The weather response functions will be updated at a minimum on an annual basis.
Use of Dynamic Modeling for Settlement
Each end-use customer of a certified supplier with a non-interval meter has a segment designation corresponding to the profile template used for settlement. Dynamic models are created using weather response functions (WRFs as posted on the Duke Energy Supplier website) and actual weather data collected for the settlement month. Applying the certified supplier customer's monthly consumption to the appropriate class/segment dynamic model for the same period results in an hourly usage profile for the customer. When creating the individual customer profiles, the settlement system ensures the certified supplier that the sum of the hourly measurements equals the actual usage for that calendar month.
These end-use customer usage profiles, as well as the certified supplier interval meter customer usage, are summed across all the certified supplier customers for the hours of the settlement month. In this manner, an hour-by-hour certified supplier usage profile is created for settlement.
Duke Energy and/or the transmission provider will settle with TSAs for transmission, ancillary, and other services described in Chapter 9: Transmission Reservation and Energy Scheduling of this guidebook. Settlement involves the collection of all information on transmission and ancillary service reservations, schedules, hourly prices, end-use customer usage data, hourly metering data, and tariffed prices required to calculate applicable charges for settlement.
The certified supplier-to-TSA relationship is important for calculating settlement charges as the TSA is the entity contracting for transmission and ancillary services under the applicable tariff. Duke Energy and/or the transmission provider will bill the TSA for transmission service, ancillary services, and other transmission related services and charges based on the usage of the end-use customers who are enrolled to the certified supplier and covered under the TSA Network Transmission Service Agreement.
Billing Items
Transmission Reservations
Duke Energy and/or the transmission provider will calculate charges for transmission service and ancillary services for each network integration service agreement. Charges are calculated pursuant to the terms of the transmission reservation and in accordance with the applicable tariff.
Schedules
TSAs will schedule energy to their load in accordance with the rules set forth by the Midwest ISO.
Real Time Balancing Service
Load balancing service will be procured from the Midwest Market, which is administered by the Midwest ISO.
Energy Imbalances Calculation
For each entity acting as TSA, the aggregated hourly profiled load is added to the hourly interval metered loads and both are adjusted for losses. Hourly profiled load is adjusted for unaccounted for energy. These adjusted load values are supplied to the Midwest ISO for Energy Market Settlements, which includes balancing services. Actual calculation algorithms and related information must be obtained from the Midwest ISO.
Real Time Balancing Service Charges
The charges for energy balancing services are described in the applicable Midwest ISO tariff.
Billing and Payments
Duke Energy and/or the transmission provider will submit an invoice to the TSA for all services rendered during a calendar month. All payments must be made in immediately available funds, payable to Duke Energy or the transmission provider in accordance with the applicable tariff.
Late Payment Charges
Interest on delinquent amounts will be calculated monthly in accordance with the applicable tariff.
