Enhancement to Support Baseline Calculations for Net Metering Customers and Support Baseline Determination Based on Temperature

Currently, the application lets you configure baseline calculation rules to produce load-based baselines after an event, and those baselines are derived only from a customer’s consumption interval meter reads. This enhancement expands the baseline calculation framework in two important ways. First, it adds support for temperature-driven baseline configurations, enabling baseline selection and/or adjustments based on weather conditions so the reference baseline better reflects temperature-sensitive load behavior. Second, it introduces logic for net-metered customers by calculating net energy—the difference between interval consumption and generation—and using that net value to derive the customer’s baseline, improving accuracy for customers with behind-the-meter generation.

To enable temperature-driven baseline calculations, customers must first be linked to a reliable source of temperature data (a “weather hub”). To support this, the data model has been enhanced to associate each customer service point with a weather station entity, and to store the station’s temperature measurements for use in baseline and other calculations. In addition, the existing Network Location sync request has been extended to transmit weather station details alongside the transformer–feeder–substation attributes. This sync process will create (or update) the weather station record as needed and establish the association between the weather station and the service point. When configuring an “X of Y” baseline rule, if you set X Selection to Temperature, the application will use temperature as the selection criterion to choose the X days from the Y eligible baseline days. Specifically, it compares the temperature values over the event window on each candidate day and selects the X days that best meet the temperature-based criteria.

The baseline calculation process has been enhanced to also check for energy generation measurements (export) in addition to the existing energy consumption measurements (import) when it evaluates the event-period interval window. When generation interval reads are present — that is, an interval contains both consumption and generation values—the application computes a net consumption value for that interval (typically consumption minus generation) and uses this net value as the basis for constructing the customer’s baseline.

These enhancements improve baseline accuracy and credibility by selecting and/or adjusting reference baselines based on temperature values across the event window and by correctly handling net-metered customers through using net consumption. By linking each service point to a weather station and storing temperature measurements via an extended network location sync, the solution establishes a scalable, reusable data foundation for weather-aware analytics.

Steps to enable and configure

Refer to the Defining Program Settlement Calculation Rules and Baseline Calculation Rule sections in Administrative User Guide for more information.