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Net Billing: Credit expiry and same month credit application (Inflow/Outflow) #1200

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merged 4 commits into from
Aug 25, 2024

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berg-michael
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Iowa has an "Inflow/Outflow" regulatory scheme for distributed generation. I'm not familiar with other states but it appears Michigan has adopted a similar scheme (though I have not checked to see whether this PR conforms exactly to Michigan's standards).

A full description of this scheme can be found in the MidAmerican Tariffs under Rate IO.

The important parts are excerpted below, emphasis mine:

At the end of the monthly billing period:
• All inflow kWh will be summed and the Customer will be charged, at the
applicable tariffed rate for which the Customer is eligible, including
applicable adjustment clauses and riders, for the electricity delivered by the
Company.
• All outflow kWh will be summed and the Customer will receive an outflow
purchase credit, expressed in dollars, at the outflow purchase rate for
energy exported to the Company.
o The Customer may use the outflow purchase credits to offset any
applicable volumetric charges, including applicable adjustment
clauses and riders, billed on a kWh basis.

o Any unused outflow purchase credits may be carried forward,
expressed in dollars, and applied to subsequent billing periods to
offset any applicable volumetric charges, including applicable
adjustment clauses and riders, billed on a kWh basis, in those billing
periods until all outflow purchase credits are used or until the end of
the annual period or termination of service.
o At no time shall the Company be required to convert the outflow
purchase credits to cash.

It's possible current functionality of SAM allows for this kind of modelling, but if so, I missed it.

This PR includes two minor features that can be enabled only if Net billing with carryover to next month is selected under Metering and Billing in SAM.

  1. The banked credits can expire at the end of the true-up period. Instead of a lump sum payout they are voided.
  2. Any earned credit in a month can be applied to the energy charges of current month's bill (along with previously earned credit). After previously earned credits and any credit earned in the current month are applied to the energy charges, any excess rolls over to the next month (or is lost the current month is the end of the true up period.

These changes (IMO) make SAM much more useful for financial modelling under this regulatory scheme.

…ue up period, allow application of net billing credit to current month bill before rollover.
@brtietz
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brtietz commented Aug 8, 2024

@berg-michael Fantastic insight and addition! I agree that this is not a case that is handled in the current set of options in SAM. A few notes:

  1. This PR adds variables, and is therefore more appropriate to merge into NREL:develop instead of patch. We can work towards incorporating this into our fall release, when input variable changes are viable.
  2. I'm wondering if we need new variables here, or if we can just change the name of "ur_nm_credit_rollover" to handle both compensation types.

Can you send me an email at brian.mirletz (at) nrel.gov so we can discuss (2) on a call?

@berg-michael berg-michael changed the base branch from patch to develop August 9, 2024 02:58
@brtietz brtietz self-requested a review August 23, 2024 21:35
@brtietz brtietz added this to the SAM Fall 2024 Release milestone Aug 23, 2024
@brtietz brtietz merged commit 7ba2f9b into NREL:develop Aug 25, 2024
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cpaulgilman added a commit to NREL/SAM that referenced this pull request Dec 7, 2024
Grid limits do not affect electricity imports from the grid.

Revise IPH molten salt linear Fresnel topics

Power tower heliostast pivot point height definition.

New Financial Parameters topic for LCOH Calculator.

Wind wake loss inputs NREL/ssc#1186

Annual energy and monthly energy label updates: NREL/ssc#1236

Replace parentheses with commas for installation cost units

Battery availability loss. NREL/ssc#1241

Tidal Energy Converter page revisions for new options, see #1807.

New net billing with carryover options. NREL/ssc#1200

IPH MSLF revisions: #1444

Fix fuel cell model link https://www.nrel.gov/hydrogen/fuel-cell-power-model.html, replace with https://www.nrel.gov/docs/fy13osti/57457.pdf.

PV GCR affects output for bifacial modules.

Revise report generator topic to explain template not available for some configurations.

Add topics for IPH financial models

Generic system to custom generatio profile

Standalone battery time step

New autographs and default graphs for battery configurations: #1884

System Availability three hour option for marine, "hourly" to "time series"

## October 24, 2024

Update Cambium note about years for Cambium 2023

Battery dispatch (BTM and FOM) battery can charge from grid-limited system power

Grid limits battery can charge from grid-limited system power

Project with 100% debt results in IRR = NaN

Revise real discount rate description

Geothermal system availability losses

Revise metrics topics to facilitate navigation.

Revise weather file format to include CSV for wind

Revise PV subhourly clipping "Allen method"

Revise Cost of Acquiring Financing.
cpaulgilman added a commit to NREL/SAM that referenced this pull request Dec 10, 2024
* Help revisions for SAM 2024.12.12

Grid limits do not affect electricity imports from the grid.

Revise IPH molten salt linear Fresnel topics

Power tower heliostast pivot point height definition.

New Financial Parameters topic for LCOH Calculator.

Wind wake loss inputs NREL/ssc#1186

Annual energy and monthly energy label updates: NREL/ssc#1236

Replace parentheses with commas for installation cost units

Battery availability loss. NREL/ssc#1241

Tidal Energy Converter page revisions for new options, see #1807.

New net billing with carryover options. NREL/ssc#1200

IPH MSLF revisions: #1444

Fix fuel cell model link https://www.nrel.gov/hydrogen/fuel-cell-power-model.html, replace with https://www.nrel.gov/docs/fy13osti/57457.pdf.

PV GCR affects output for bifacial modules.

Revise report generator topic to explain template not available for some configurations.

Add topics for IPH financial models

Generic system to custom generatio profile

Standalone battery time step

New autographs and default graphs for battery configurations: #1884

System Availability three hour option for marine, "hourly" to "time series"

## October 24, 2024

Update Cambium note about years for Cambium 2023

Battery dispatch (BTM and FOM) battery can charge from grid-limited system power

Grid limits battery can charge from grid-limited system power

Project with 100% debt results in IRR = NaN

Revise real discount rate description

Geothermal system availability losses

Revise metrics topics to facilitate navigation.

Revise weather file format to include CSV for wind

Revise PV subhourly clipping "Allen method"

Revise Cost of Acquiring Financing.

* Help revisions

Revise "receiver startup delay time" and "receiver startup delay energy fraction" descriptions for trough and Fresnel models.

Fix remaining references to "generic system" model.

---------

Co-authored-by: Steven Janzou <steven@janzouconsulting.com>
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3 participants