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Direct Access Meter Product Self-Certification Process

 

STATE OF CALIFORNIA GRAY DAVIS, Governor

 

PUBLIC UTILITIES COMMISSION

505 VAN NESS AVENUE

SAN FRANCISCO, CA 94102-3298

To: Meter Manufacturers and other interested persons

From: California Public Utilities Commission

      Energy Division

Date: March 19, 1999

SUBJECT: Direct Access Meter Product Self-Certification Process

In compliance with Commission Decision No. 98-12-080 ("Decision Regarding Permanent Standards for Metering and Meter Data"), Ordering Paragraphs 4.a. and 4.b., the Energy Division is today making available to interested persons the procedures that have been developed for accepting and reviewing the Meter Type Self-Certification Form that must be completed and submitted to the Energy Division by meter manufacturers who wish to demonstrate that their products are compliant with the applicable standards adopted by the Commission in its decision.

The attached documents, "Direct Access Meter Product Self-Certification Process" and "Direct Access Meter Product Self-Certification Form" provide the background and documentation format necessary for manufacturers to initiate the self-certification process. As directed by the Commission (D.98-12-080, mimeo, page 71), it is the intention of the Energy Division to post the model number of compliant meter types, along with the name of the meter manufacturer, on the Commission's web page. This task will begin no later than April 16th, 1999, the date by which direct access meter products must meet the requirements adopted in D.98-12-080 (see Ordering Paragraph 2).

Questions regarding this process should be directed to Steve Roscow of the Energy Division (phone 415-703-1189, e-mail scr@cpuc.ca.gov)

Direct Access Meter Product

Self-Certification Process

Introduction

In Decision No. 98-12-080, dated December 17, 1998, the California Public Utilities Commission (CPUC) adopted permanent standards for meter products that may be used in California's direct access market. These standards were based upon recommendations made to the Commission in a report by the "Permanent Standards Working Group" (PSWG).

After discussing and ordering adoption of the permanent standards, D.98-12-080 also ordered that all direct access meter products which meet the permanent meter product standards shall be "self-certified" by the meter product manufacturers. Under such a process, any meter manufacturer that wishes to demonstrate that its products meet California's standards for direct access meter products must certify that that its meter types meet the Certification Testing Requirements that were adopted in D.98-12-080. The Commission ordered the Energy Division to develop procedures for accepting and reviewing the self-certification documentation provided by manufacturers. The process required by the Energy Division is described in the next section.

Self-Certification Process

The adopted permanent standards are listed in Attachment A to this letter. The Certification Testing Requirements are listed in Attachment B to this letter. In order to self-certify that their meter products meet the Certification Testing Requirements that were adopted in D.98-12-080, meter product manufacturers must follow the steps listed below:

1. Assemble Documentation: Manufacturers must provide (1) either a cover letter or a copy of the actual letter indicating that a certified test report, documenting the tests conducted, and their results, is available and will be provided to any meter purchaser; (2) a completed "Direct Access Meter Product Self-Certification Form" (attached), including your list of the meter products which you are self-certifying as compliant with the Certification Testing Requirements and a completed "Declaration Form".

2. Mail the documentation and completed Declaration Form to:

Meter Product Certification Staff

California Public Utilities Commission, Energy Division

505 Van Ness Avenue, 4th Floor

San Francisco, CA 94102

Upon successful review of the materials, the Energy Division will notify the manufacturer and post the product information on the California Public Utilities Commission's website.

Direct Access Meter Product

Self-Certification Form

***PLEASE PRINT OR TYPE***

Name of Manufacturer:

Current Business Address:

Street Address

City

State

Zip Code

Contact Individual:

Contact's Telephone Number:

Contact's Fax Number:

Statement listing the Meter Product Types that have met the Certification Testing Requirements contained in Attachment B to this "Direct Access Meter Product Self-Certification Form":

Please attach a complete list of the meter products which you are self-certifying as compliant with the Certification Testing Requirements that were adopted in D.98-12-080. The identifying information you provide will be posted verbatim on the California Public Utilities Commission website. The attached list must be provided in the format shown below:

    Manufacturer Name

    Model Number

     

     

     

     

(use as many rows as necessary)

Direct Access Meter Product

Self-Certification Form

This self-certification document must be verified by an officer or authorized employee of the manufacturer by completing the following declaration:

DECLARATION

I, (print name and title) _________________________________, __________________________________________ hereby certify that I am empowered to act on behalf of __________________________________________ (manufacturer's name) and to submit this self-certification document on its behalf. I declare under penalty of perjury under the laws of the State of California that the above statements are true and correct, and that if any documents are furnished in connection with this self-certification document, that those documents are true and correct copies.

    Dated ___________________,

    At _______________________________.

    (date)

    (place of execution)

Signature: _______________________________

Note: if this document is verified outside California, the verification must be made by an affidavit sworn or affirmed before a notary public.

Return this document with required attachments to:

Meter Product Certification Staff

California Public Utilities Commission, Energy Division

505 Van Ness Avenue, 4th Floor

San Francisco, CA 94102

ATTACHMENT A

    Permanent Meter Product Standards

    (excerpted from D.98-12-080, Attachment A, pages 1-2)

    Definition of "Meter Product": A device which measures, calculates, records and/or communicates energy consumption data for the purpose of determining the financial obligation for an entity consuming energy. Shall include any optional circuit boards, devices, or modules enclosed within the meter cover. (PSWG Report, Appendix A, p. 1)

    Appendix A, p. 1)

Standards

Comments/Reference

ANSI C12.1-1995, Code for Electricity Metering

To be used in conjunction with Certification Testing Requirements in Section II of Appendix A to PSWG Workshop Report.

ANSI C12.7-1993, Watt-hour Meter Socket

Applies only if a meter socket is being used.

ANSI C.12.8-1981 (R1997) Test Blocks and Cabinets for Installation of Self-Contained A-Base Meters

Applies only is an A-base meter is used.

ANSI C12.9-1993, Test Switches for Transformer-rated Meters

 

ANSI C12.10-1997, Electromechanical Watt-hour Meters

 

ANSI C12.11-1987(1993), Instrument Transformers for Revenue Metering, 10 kV-350 kV VIL (0.6-69 kV NSV)

 

ANSI C12.13-1991, Electronic TOU Registers for Electricity Meters

Applies only if the meter has a time-of-use register.

ANSI C12.20-1998, 0.2% & 0.5% Accuracy Class Meters (approved but not yet published)

To be used in conjunction with Certification Testing Requirements in Section II of Appendix A to PSWG Workshop Report.

ANSI C37.90.1-1989(R1994), Surge Withstand Capability (SWC) Test

Adds to ANSI C12.1.

ANSI C57.13-1978(1987), C57.13.1-1981(1992), C57.13.2-1991, C57.13.3-1983 (1991), Instrument Transformers

These accuracy and safety performance standards are used in conjunction with ANSI C12.11.

ANSI C12.18-1996, Protocol Specification for ANSI Type 2 Optical Port

Applies only if a Type 2 Optical Port is being used.

Applicable FCC Regulations

All meters and associated equipment are to meet all applicable FCC regulations.

Certification Testing Requirements.

Discussed in Section II of Appendix A to the Permanent Standards Working Group Report. See Attachment B, immediately following.

Submission of meter type self-certification document to the Energy Division. Meter product manufacturer to make available all backup documentation that is related to the certification testing requirements for the meter type that is being certified.

Section III of Appendix A to the Workshop Report, and as discussed in the text of D.98-12-080.

Stickers, sealing and locking hardware requirements

These requirements are set forth in Section IV of Appendix A to the Permanent Standards Working Group Report.

Manufacturing date to be included on all new meter products.

Section V of Appendix A to the Permanent Standards Working Group Report.

Procedures to follow when rebuilding, retrofitting, or repairing a meter product.

Section VI of Appendix A to the Permanent Standards Working Group Report.

For meter products which store and provide interval meter data, the meter must be capable of providing and storing the interval meter data for a minimum of 35 days.

Contained in the text of D.98-12-080.

(END OF ATTACHMENT A)

 ATTACHMENT B

CERTIFICATION TESTING REQUIREMENTS

    The text below is reprinted from the Permanent Standards Working Group Report, Appendix A, "Requirements for Meter Products Used in Direct Access". These requirements were incorporated into the Permanent Standards for meter products by the California Public Utilities Commission in D.98-12-080, Ordering Paragraph 3.a.

II. CERTIFICATION TESTING REQUIREMENTS

    This Section describes the certification testing requirements that Meter Products used in direct access metering must comply with. [out-of-date text deleted by Energy Division] This Section shall be used in conjunction with ANSI C12.1 and C12.20 Standards to cover issues that are not currently addressed in the ANSI C12.1 and C12.20 Standards. Some of these issues are: 1) duplication of the field electrical and environmental conditions is necessary to assure safety, 2) not all components of a meter product are required to be included in the meter product during certification testing, 3) reporting of certification tests is not based on all meter products tested, 4) no certification rejection criteria is provided for declaration of success or failure upon completion of certification tests.

II.1. General

      II.1.1. The tests specified shall be conducted by qualified facilities. A qualified facility is a facility that has access to the necessary equipment and personnel to perform the testing requirements specified in this document.

      II.1.2. Complete performance testing is required for new meter types and for major design changes to existing meter types. If an incremental change or changes are made to an existing meter type, applicable tests shall be performed to assure that Meter Products meet the certification testing requirements as stated in this section.

       

      II.1.3. The manufacturer shall provide a certified test report documenting the tests and their results to the purchaser. The test report shall be signed by the appropriate manufacturer representative(s) and shall include appropriate charts, graphs, and data recorded during testing.

      II.1.4. No Meter Products and metering equipment shall be installed before all tests, as outlined in this section, are conducted.

      II.1.5. Meter Products selected for certification testing must be representative of production run Meter Products.

      II.1.6. The following tests shall be conducted in sequence using the same Meter Products selected as specified in II.1.5 above: Insulation, Voltage Interruptions, Effect of High Voltage Line Surges, Effect of Fast Transient/Burst, Effect of Electrostatic Discharge (ESD), Effect of Operating Temperature, Effect of Relative Humidity, and ANSI C37.90.1 (Surge Withstand). Other tests required by ANSI C12.1 and C12.20 may be done either in parallel or in sequence with the same Meter Products or a separate group of Meter Products; however, with the understanding that the same Meter Products must be used for all test procedures within each ANSI-numbered or FCC-numbered test.

      II.1.7. All test Meter Products shall be kept as a certification proof for one year after the conclusion of the testing. These test Meter Products shall be made available during this period to any purchaser for inspection, if requested.

      II.1.8. Meter Products which fail during the test shall not be repaired or tested further, but can be analyzed to identify the cause of failure.

      II.1.9. When the test Meter Products fail to meet these testing requirements and after any correction is made on the new test Meter Products, all tests shall be re-started with the new test Meter Products.

      II.1.10. If requested by the purchaser, the manufacturer shall notify the purchaser of the certification test schedule for purchaser's test witnessing.

      II.1.11. If more than a minimum number of Meter Products are certification tested, the test results shall be based on and reported for all Meter Products tested.

II.2. Meter Product Failure Definition

      A Meter Product shall be designated as failed if any of the following events occur during or after any certification test:

      II.2.1. Failure of the Meter Product to perform all functions as specified in a test procedure.

      II.2.2. Failure of the Meter Product to meet the fundamental technical performance specifications as specified by the manufacturer. The fundamental performance must include safety, accuracy and reliability of the Meter Product, and any other functions included in the Meter Product.

      II.2.3. Signs of physical damage as a result of a test procedure.

      II.2.4. The occurrence of a loss of data or other unacceptable mode of operation for the Meter Product as a consequence of a test procedure.

      II.2.5. Failures of either hardware, firmware or software, or a combination thereof.

    II.3. Meter Type Certification Rejection Criteria

      The meter type certification will be rejected if any of the following events occur:

      II.3.1. The Meter Products fail the certification tests as specified in Table II.3.1-a below:

    Table II.3.1-a: Table of failures based on Meter Products tested

        # Meter Products

         

        Failures in different tests individually

        Tested

        0

        1

        2

        3 or more

        3

         

         

         

         

        4

         

         

         

        5

         

         

         

         

        6

         

         

         

        7

         

         

         

         

        8

         

         

         

         

        9 or more

         

         

         

         

        Examples: The following examples explain how to apply Table II.3.1-a. Also, reference to "the series tests" in this paragraph means tests required to be performed in the series manner as specified in Section II.1.6., and reference to "the parallel tests" means testing is not required to be performed in any particular sequence (either series or parallel).

        Example 1: If 3 Meter Products are selected for the series testing and one failure occurs in any test procedure, the meter type certification will be rejected and the entire eight series tests will be started over from the beginning.

        Example 2: If 9 Meter Products are selected for the series tests and the first, second, and third failures occur separately in three different tests or test procedures, the meter type certification will be rejected. These failures described here mean that a failure of the first Meter Product during one test procedure, a failure of a second Meter Product during another test procedure, and a failure of a third Meter Product during another test procedure different from the tests that the first two Meter Products have failed previously. Once such failures occur, the entire eight series tests will be started over from the beginning.

        However, if 3 Meter Products are selected for a parallel test performed concurrently with the 9 Meter Products selected for the series tests, the rejection criteria for the 3 Meter Products tested in a parallel test shall not apply to the 9 Meter Products tested in series, or vice versa. In addition, if a group of Meter Products tested in a parallel test(s) fails according to the rejection criteria, only the particular failed test(s) needs to be repeated.

      II.3.2. The failure of two or more Meter Products during the same test procedure.

    II.4. Test Setup

      II.4.1. The Meter Product shall be connected to its normal operating supply voltage with a fully charged power failure backup system and shall be energized throughout the duration of the test procedures, unless otherwise stated.

      II.4.2. Before testing commences, if necessary, the Meter Product shall be energized for a reasonable period at room temperature for stress relief.

II.5. ANSI C12.1 Tests

      All Meter Product certifications shall be performed in accordance with the certification tests described in ANSI C12.1 (NEMA, 1995), unless noted otherwise below.

      * Tests 1 through 29: no clarifications required.

      * Test 30: meter covers removed during test, temperature limits are defined for operations under California weather conditions as

              +85_ C = T oper-max,

              -20_ C = T stor-min

      * Test 31 through 38: no clarifications required

 

      * Additional test A1: sunlight interference test is needed for optical pick-up type retrofit modules (not within scope of existing ANSI C12.1-1995 tests) and is further defined below.

      * Additional test A2: ANSI C37.90.1 Surge Withstand Testing

      The same set of selected Meter Products, as defined by unique meter numbers, will be tested with the following tests performed in series: 15, 16, 17, 25, 28, 30, 31 and A2. Other tests required by ANSI C12.1 may be done either in parallel or in sequence with the same Meter Products or a separate group of Meter Products; however, with the understanding, however, that the same Meter Products must be used for all test procedures within each ANSI-numbered or FCC-numbered test.

      These ANSI C12.1 tests are listed and described in Table I-3 above.

    II.6. ANSI C12.20 Tests

      All Meter Product certifications shall be performed in accordance with the certification tests described in ANSI C12.20 (NEMA, 1998) for 0.2% and 0.5% accuracy class meters, unless noted otherwise below.

      * Tests 1 through 26: no clarifications required.

      * Test 27: meter covers removed during test, temperature limits are defined for operations under California weather conditions as

              +85_ C = T oper-max,

              -20_ C = t stor-min

      * Test 28 through 35: no clarifications required

 

      * Additional test A1: sunlight interference test is needed for optical pick-up type retrofit modules (not within scope of existing ANSI C12.20, NEMA-1998 tests) and is further defined below.

      * Additional test A2: ANSI C37.90.1 Surge Withstand Testing

      The same set of selected Meter Products, as defined by unique meter numbers, will be tested with the following tests performed in series: 12, 13, 14, 22, 25, 27, 28 and A2. Other tests required by ANSI C12.20 may be done either in parallel or in sequence with the same Meter Products or a separate group of Meter Products; however, with the understanding that the same Meter Products must be used for all test procedures within each ANSI-numbered or FCC-numbered test.

      These ANSI C12.20 tests are listed and described in Table I-3 above.

II.7. Test A1 - Sunlight Interference Test

      A. This test verifies the Meter Product accuracy and full functional operations under direct sun light.

      B. The meter cover shall be removed during this test.

      C. The Meter Product shall be exposed to both the incandescent light source (Lab Test) and sunlight (Outdoor Sunlight Test).

Lab Test:

      D. The incandescent light source, Smith Vector #710 or equivalent, shall be used to simulate the sunlight. The incandescent light shall be 600 watt and 3,200_ K blackbody radiation as a minimum.

      E. The Meter Product shall be exposed to the incandescent light source for a minimum of five minutes for each position of the incandescent light source.

      F. The incandescent light source shall be pointed directly toward the Meter Product and positioned at a maximum direct distance of 19 inches from the center of the meter rotor shaft as follows:

        1. Twelve positions around the meter base.

        2. Eight positions at a 45_ angle from the meter base.

        3. One position at a perpendicular to the face of the meter.

      G. Verify the Meter Product operations and report the direct and remote meter reads before and after each incandescent light exposure.

Outdoor Sunlight Test:

      H. The sunlight conditions shall be outdoors, clear sky, bright sunny day, and no shades over the Meter Product.

      I. The Meter Product shall be exposed to sunlight conditions for 24 hours.

      J. The Meter Product shall be set in a position as normally installed the field. All Meter Products under test shall be exposed to the sunlight conditions at the same time and evenly face different directions starting with one Meter Product facing towards the sunrise direction.

      K. Record and compare direct and remote meter reads at every hour under the sunlight conditions.

      L. To pass this test the Meter Product shall operate as specified with no observed anomalies and have an accuracy of _0.3% on both direct and remote meter reads.

List of Tests in ANSI C12.1 and C12.20 Standards

 

 

Tests performed in series (Sections II.1.6., II.5. & II.6.)

Descriptions of Certification Tests

ANSI C12.1

ANSI C12.20

1.

 

No Load

Test #1

Test #1

2.

 

Starting Load

Test #2

Test #2

3.

 

Load Performance

Test #3

Test #3

4.

 

Effect of Variation of Power Factor

Test #4

Test #4

5.

 

Effect of Variation of Voltage

Test #5

Test #5

6.

 

Effect of Variation of Frequency

Test #6

Test #6

7.

 

Equality of Current Circuits

Test #7

Test #7

8.

 

Internal Meter Losses

Test #8

Test #8

9.

 

Temperature Rise

Test #9

Test #9

10.

 

Effect of Register Friction

Test #10

Test #10

11.

 

Effect of Internal Heating

Test #11

Not applicable

12.

 

Effect of Polyphase Loading

Not applicable

Test #11

13.

 

Effect of Tilt

Test #12

Not applicable

14.

 

Stability of Performance

Test #13

Not applicable

15.

 

Independence of Elements

Test #14

Not applicable

16.

_

Insulation

Test #15

Test #12

17.

_

Voltage Interruptions

Test #16

Test #13

18.

_

Effect of High Voltage Line Surges

Test #17

Test #14

19.

 

Effect of External Magnetic Field

Test #18

Test #15

20.

 

Effect of Variation of Ambient Temperature

Test #19

Test #16

21.

 

Effect of Temporary Overloads

Test #20

Test #17

22.

 

Effect of Current Surges in Ground Conductors

Test #21

Test #18

23.

 

Effect of Superimposed Signals

Test #22

Test #19

24.

 

Effect of Voltage Variation-secondary Time Base

Test #23

Test #20

25.

 

Effect of Variation of Amb. Temp.-second. Time Base

Test #24

Test #21

26.

_

Electrical Fast Transient/Burst

Test #25

Test #22

27.

 

Effect of Radio Frequency Interference

Test #26

Test #23

28.

 

Radio Frequency Conducted and Radiated Emission

Test #27

Test #24

29.

_

Effect of Electrostatic Discharge (ESD)

Test #28

Test #25

30.

 

Effect of Storage Temperature

Test #29

Test #26

31.

_

Effect of Operating Temperature

Test #30

Test #27

32.

_

Effect of Relative Humidity

Test #31

Test #28

33.

 

Mechanical Shock

Test #32

Test #29

34.

 

Transportation Drop

Test #33

Test #30

35.

 

Mechanical Vibration

Test #34

Test #31

36.

 

Transportation Vibration

Test #35

Test #32

37.

 

Weather Simulation

Test #36

Test #33

38.

 

Salt-spray

Test #37

Test #34

39.

 

Raintightness

Test #38

Test #35

40.

 

Test #A1: Sunlight Interference

Not yet included

Not yet included

41.

_

Test #A2: ANSI C37.90.1, Surge Withstand

Not yet included

Not yet included

    (END OF ATTACHMENT B)

 

3 The PSWG was formed in response to Commission Decision No. 97-12-048, dated December 3, 1997. That decision adopted interim standards for direct access meter products, and directed the formation of the PSWG in order to allow interested parties to work together to develop permanent meter and data communication standards for the California market.

  

Last Modified: 1/10/2008


 
 
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