In Customer Data Report, PUC's Consultant Recommends Utilities Be Required To Use Customer AMI Data For Wholesale Settlement Values Of Retail Supplier Customers (Load Profiles Currently Used)

A Data and Modern Grid Workgroup (DWG) report by a consultant retained by the Public Utilities Commission of Ohio has recommended that the electric utilities be required to use customer AMI data for wholesale settlement purposes, and not the current generic load profiles

For CRES (retail) Providers to access wholesale settlement values (THEO, PLC, NSPL), the consultant recommends that the use of existing methods be maintained, i.e. PJM’s Market Settlements Reporting System, Business Partner Portals, Electronic Data Interchange, and the Pre-Enrollment List.

Through the DWG discussions, the consultant said that, "it became clear that access to the wholesale settlement values is not the issue; instead, the issue is the EDU using generic load profiles when interval CEUD [customer energy usage data] is available."

Therefore, the consultant recommends that each EDU update its systems and processes to calculate wholesale settlement values for THEO, PLC and NSPL using individual usage information for all customers with advanced meters.

For CRES and third-party access to CEUD, the consultant recommends that, "Green Button Connect My Data (CMD) should be the methodology for CRES Providers and Third Parties to obtain CEUD for existing and prospective customers."

"Green Button CMD should be implemented through upgrades to existing EDU Business Partner Portals. As compared to other application programming interfaces (API), Green Button CMD is standards-based. As detailed in Appendix B, the North American Energy Standard Board’s (NAESB) Energy Services Provider Interface (ESPI) standard, Retail Energy Quadrant REQ.21 serves as the basis for Green Button technology by providing a model for business practices, use cases, and an eXtensible Markup Language (XML) schema for the standard. Further, Green Button CMD permits Customers to authorize CRES Providers and Third Parties to obtain the Customer’s CEUD directly from the EDU in a business-to-business fashion using secure web technologies," the consultant said

The report was filed in Case 18-1597-EL-GRD