PSC 185.77 (3) Meter retention. (a) Definitions. For purposes of this subsection, as found means retained, filled with water and capped without any other adjustments being made since the last test was performed.
(b) After a customer requested test. When a utility performs a customer requested test on a customer’s meter under sub. (1) or when the commission requests that a meter be tested, the utility shall keep the tested meter, in “as found” condition, at a designated location on the utility’s premises for at least one full billing period plus four weeks after the test result report is issued so that the meter is available should another meter test be requested. If the meter tests as accurate, the utility may choose to keep the tested meter installed at the customers premises for the designated time period rather than storing it at the utilitys premises.
(b) After a referee test. When a utility or third party retests a customer’s meter under sub. (2), the utility shall keep the tested meter, in “as found” condition, at a designated location on the utility’s premises for at least 10 business days after the test result report is issued so that the meter is available should further testing or review be needed. If the meter tests as accurate, the utility may choose to keep the tested meter installed at the customers premises for the designated time period rather than storing it at the utilitys premises.
(c) When a complaint or dispute occurs. When a utility receives a complaint under s. PSC 185.42 or is notified about a dispute under s. PSC 185.39 involving a meter-related issue, the utility shall keep the meter, in “as tested” condition, at a designated location on the utility’s premises for at least one full billing period plus four weeks after the complaint or dispute and any appeal of that dispute is resolved so that the meter is available should testing be requested. If the meter was tested during the complaint or dispute process, and it tested as accurate, the utility may choose to keep the tested meter installed at the customers premises for the designated time period rather than storing it at the utilitys premises.
SECTION 21. PSC 185.78 and (title) are renumbered 185.77 (2) and (2) (title).
SECTION 22. Effective date. This rule shall take effect on the first day of the month following publication in the Wisconsin Administrative Register as provided in s. 227.22 (2) (intro.), Stat..
Attachment A2 (See PDF for formatted document)
1-AC-227 Meter & Record Retention
Itemm
PSC Code
Public Service Commissionon of
WIisconsin
Proposed Changes
Comments and Questions
PSC Responses
1
WUA
113.0614(7)
& note
Preservation of records meter test
records
WUA members do not want to keep two records of meter tests. Often meters are tested in the field and those test results are entered into meter history records and then purged. (Suggested change) Modify period to be retained to See PSC 113.0919. Until the information is the meter test record is entered in the meter history record.”
Agree in part. The proposed language is not a change. Currently, a meter test record must be kept until the next test is performed, and a meter history record must be kept. The proposed language only clarified that the test record information must also be made a part of the meter history record before it is disposed of.
However, the language will be changed to make clear that a utility need only retain test record information until it is entered into the meter history record.
It is important to note that the meter history record need not be a separate, stand-alone document so long as the required information can be gathered from other sources.
2
WUA
113.0919(1)(b)
Location of the unit of metering
equipment
A clarification is needed. Is this part of where the meter was tested, or a history of location of meters, service address, etc. ?
Agree. Clarify that “location” is intended to mean the service address.
3
WUA
113.0919 (1) (j) 4.
A statement of repairs made, if any
If a product is returned to a manufacturer that fact is tracked however the details of the repair are not.
Agree. Language will be changed to require a statement of repairs made by the utility or a notation that the unit was returned to the manufacturer for repairs.
4
WUA
113.0921(1)(g)
Repeal
WUA members would oppose repeal of PSC 113.0921(1)(g). A clarification of when meters can be retired without a test is needed. As drafted the repeal could be costly to customers. Meters in sampling program with acceptable lot performance would be found to be accurate. A retention period for retired without test under PSC 113.0922 could be acceptable.
Agree. The new provisions about retaining meters at retirement and after other tests have been deleted.
5
WUA
113.0922(3)(d)
Meter retention when a complaint or dispute occurs
The proposed rule provision referring to meter-related issue is vague. The wording should refer to complaints related to meter accuracy.
Agree. Change made.
6
WUA
113.0922(3)(e)
When a meter is retired
The rule needs to clarify on when a meter can be retired without a test.
Agree. The new provisions about retaining meters at retirement and after other tests have been deleted.
7
WUA
113.0922(6)
Records Retention Requirements
WUA members do not want to keep two records of the meter tests. Often meters are tested in the field and those test results are then recorded in the meter history records and purged from the field test records.
Agree in part. The proposed language is not a change. Currently, a meter test record must be kept until the next test is performed, and a meter history record must be kept. The proposed language only clarified that the test record information must also be made a part of the meter history record before it is disposed of.
However, the language will be changed to make clear that a utility need only retain test record information until it is entered into the meter history record.
It is important to note that the meter history record need not be a separate, stand-alone document so long as the required information can be gathered from other sources.
8
WUA
113.0922
Records Retention Requirements
The draft rule includes 1-3 and 6 but does not include 4 and 5.
Agree. Provisions have been renumbered as necessary
9
WUA
134.19(1)
Meter Test Records
The requirement to create a record every time a meter is tested implies a redundant recordkeeping system that would add to costs. WUA would prefer changing the term from create to keep” a record so that entries in the meter history record are sufficient for compliance.
Agree in part. The proposed language is not a change. Currently, a meter test record must be kept until the next test is performed, and a meter history record must be kept. The proposed language only clarified that the test record information must also be made a part of the meter history record before it is disposed of.
However, the language will be changed to make clear that a utility need only retain test record information until it is entered into the meter history record.
It is important to note that the meter history record need not be a separate, stand-alone document so long as the required information can be gathered from other sources.
10
WUA
134.19(1)(a)4
Meter Test Records
The provision needs to recognize that certain meters (rotary and turbine) are tested by methods that do not calculate meter accuracy. They test the functioning of the meter. WUA would prefer language that requires a test record to include the results” of measurement instead of “accuracy of measurement.
Agree. Change made.
11
WUA
134.20
Preservation of Records
Also see WUA comment on PSC 113.0614(7). WUA would support a note similar to that being proposed for 113.0614 but referring to meter history records under PSC 134.19(2)
Agree in part. The proposed language is not a change. Currently, a meter test record must be kept until the next test is performed, and a meter history record must be kept. The proposed language only clarified that the test record information must also be made a part of the meter history record before it is disposed of.
However, the language will be changed to make clear that a utility need only retain test record information until it is entered into the meter history record.
It is important to note that the meter history record need not be a separate, stand-alone document so long as the required information can be gathered from other sources.
12
WUA
134.31(4)(a)
Meter Retention
Some meters will need to be left in place following a test and it would be preferable for them to be adjusted for accuracy instead of requiring them to remain in “as tested condition. The rule needs to accommodate adjustment of a field-tested meter and the time of a test.
Disagree. The goal of this rule is to have meters available in “as tested” condition in case further testing is requested or required. This requires that inaccurate meters be removed rather than adjusted in the field.
13
WUA
134.31(4)(c)
Meter Retention
PSC 134.31(4)(c) should be modified to specify that it is when the meter is tested for an “accuracy reason and the test results in a backbilling or credit that meter retention is required. WUA would also like clarification on the exact start of the retention period.
Agree. The new provisions about retaining meters at retirement and after other tests have been deleted.
14
WUA
134.31(4)(d)
Meter Retention
The use of the terms meter-related issue is too vague and should instead refer to meter accuracy. (see WUA comment on PSC 113.0922(3)(d)) Also would like clarification of when retention period starts. Is the date of the meter test the start of the retention period?
Agree. The new provisions about retaining meters at retirement and after other tests have been deleted.
15
WUA
134.31
Drafting issue
We notice that the rule seems to be drafted without a (5) but continues to a (6)
Agree. The new provisions about retaining meters at retirement and after other tests have been deleted.
16
WUA
134.31(6)
Record retention requirement
WUA would like a clarification as to whether the retention time period requirement applies to meter history records, meter test records, or both?
Agree in part. This provision has been deleted. A note has been added referring readers to the records retention chart.
17
WEPCO
113.0921 (1) (g)
PSC 113.0921(1)(g) appears in the portion of ch. PSC 113 that defines the statistical sample test plan for in-service electric meters and currently reads "Any meter that is included in this plan, which is removed from service for retirement, may be retired without a test." We do not understand the rationale for and do not agree with the repeal of this portion of the code. From a meter retention perspective, meter retirement without a test is addressed in the proposed PSC 113.0922 (3) (e).
Since PSC 113.0921 (1) (g) was implemented in 2000 we have retained meters for multiple billing periods when meters are removed from service for retirement to allow for customer requested tests and have received very few test requests.
Staffing in our meter shop has been reduced based on PSC 113.0921 (1) (g). Repeal of PSC 113.0921 (1) (g) will significantly increase the number of meters that require a test, will require additional meter shop staff and will result in additional cost for the utility and our customers. We do not believe this additional cost adds significant value to our overall customer service.
We agree the retention of the meters before retirement should remain in order to allow customer-requested tests but feel that PSC 113.0921 (1) (g) should be retained.
Agree. The new provisions about retaining meters at retirement and after other tests have been deleted.
18
WEPCO
134.19 (1)
PSC 134.19(1) defines the creation of a "Meter test record". PSC 134.19(2) defines the creation of a "Meter History Record" which includes "the dates and results of all tests". PSC 134.19(1) requires the utility to create a redundant record since we are required to keep a record of the same information in the meter history record. We recommend PSC 134.19(1) be eliminated and all references to "meter test record" be removed and replaced with a reference to the "meter history record" when appropriate.
Agree in part. The proposed language is not a change. Currently, a meter test record must be kept until the next test is performed, and a meter history record must be kept. The proposed language only clarified that the test record information must also be made a part of the meter history record before it is disposed of.
However, the language will be changed to make clear that a utility need only retain test record information until it is entered into the meter history record.
It is important to note that the meter history record need not be a separate, stand-alone document so long as the required information can be gathered from other sources. As
19
Nicolas E. Kumm
Electric, Communi-cations, & Gas Manager
Marshfield Utilities
113.0911 (1) (d), 113.0912 (1) (d), 113.0913 (1) (d)
 
Currently, PSC 113.0911 (1) (d), PSC 113.0912 (1) (d), PSC113.0913 (1)(d), and PSC113.0914(1)(d) require utilities to test every electric meter that is removed from service or retired.  The proposed rule in PSC 113.0922(3)(e) states retired meters do not need to be tested if the meter is kept by the utility in the “as found” condition for a period of time.  The existing rules and the proposed rules appear to contradict each other. 
Agree. The new provisions about retaining meters at retirement and after other tests have been deleted.
20
Daniel Duchniak Waukesha Water Utility
185.77
Request and referee tests, tests at retirement
This adds an unnecessary burden and cost to the utilities to address an issue that is limited in nature.
Agree. The new provisions about retaining meters at retirement and after other tests have been deleted.
21
Julie Bohen Watertown
185.77
Request and referee tests, tests at retirement
Storing meters for 4 months is a bad idea. The benefit is really, really small as very few if any customers ever inquire about their old meters. The potential detriment is very, very large. The extra storage costs and labor needed to handle all the old meters will add up quickly. These extra costs could be passed on to ratepayers. Please consider getting rid of the language that requires water utilities to store meters four 4 months.
Agree. The new provisions about retaining meters at retirement and after other tests have been deleted.
22
Kelly Zylstra Waukesha.
185.77
Request and referee tests, tests at retirement
Why spend the money when less than 0.2% of customers who had retired meters replaced had concerns over the accuracy of their new meter? Those funds could be spent in much better ways to help our failing infrastructure.
Agree. The new provisions about retaining meters at retirement and after other tests have been deleted.
23
Valerie Kraemer Oconomo-woc
185.77
Request and referee tests, tests at retirement
I do not support the new requirement in PSC 185.77 (3) (e).
Agree. The new provisions about retaining meters at retirement and after other tests have been deleted.
24
Earl Smith Milwaukee Water Works
185.77
Request and referee tests, tests at retirement
Endorse and support the concept of ensuring that meters used to prepare a customer’s bill are performing their designed function accurately, thus providing the customer for an accurate bill. That being said, MWW tests meters as they are retired on a routine basis and always tests them upon customer request. Current PSC code more than adequately promotes this, therefore it is the opinion of MWW that the rule changes proposed address a scenario that happens very rarely. The adoption of these proposed changes will not benefit the majority of ratepayers of MWW. This is especially true since it is the understanding of MWW that a meter that tests within the PSC accuracy limits for a removed meter that will not result in an adjustment to a customer bill can be destroyed immediately with no requirement to retain them.
Agree. The new provisions about retaining meters at retirement and after other tests have been deleted.
25
Municipal Environ-mental Group - Water Division (MEG)
185.77
Request and referee tests, tests at retirement
MEG-water supports the meter retention requirements applicable after a customer-requested test, after a referee test, when performing other tests, and when a complaint or dispute occurs.
Agree. The new provisions about retaining meters at retirement and after other tests have been deleted.
26
MEG
185.77
Request and referee tests, tests at retirement
Does not support the new requirement in PSC 185.77 (3) (e) that requires a utility to test or retain all meters that have been retired. This is burdensome, increases costs, will increase utility rates, and would provide no benefit customers in most cases. The limit to benefits that would be provided by this requirement do not justify the additional costs and burdens that would be imposed by this requirement.
A better, more targeted, approach would be to require the utility to test or retain an untested retired meter only if 1) the utility issues the customer a backbill for service provided while the retired meter was used or 2) the bill issued prior to the meter replacement was estimated.
In those cases, a customer request for a meter test could be reasonably anticipated and might provide useful information to the customer. This targeted approach would only require those retired meters that meet the specified conditions to be tested are retained. This would limit the utility’s costs, while providing customer protection in those situations where an issue might arise. MEG believes this is a better, more cost effective approach that focuses utility resources on those situations where meaningful benefits might be provided.
Agree. The new provisions about retaining meters at retirement and after other tests have been deleted.
27
Waukesha Water Utility
185.77
Request and referee tests, tests at retirement
PSC 185.77 (3) (e) is over-arching. This language is proposed to address only a few specific events. It reacts to a special cause as if it were common.
Customer requests to check retired meters are not common. WWU only received two requests from customers to test meters in 2012 (rate of 0.13%). If WWU is accepted as a sample of the state, it appears unnecessary to implement a procedure that would provide very little value to the general public.
If the PSC does receive a complaint related to a retired, untested meter, the WWU would like to suggest that a settlement be negotiated between the involved parties.
Agree. The new provisions about retaining meters at retirement and after other tests have been deleted.
28
Waukesha Water Utility
185.77
Request and referee tests, tests at retirement
PSC 185.77 (3) (e) adds cost to the system.
Testing showed that capping and storing was ineffective and costly.
While there is an opportunity for a utility to request a waiver, this is yet another unnecessary and costly process for a utility to engage in.
Agree. The new provisions about retaining meters at retirement and after other tests have been deleted.
29
Sen. Paul Farrow
185.77
Request and referee tests, tests at retirement
The proposed rule for retired water meters appears to be an overbroad and costly burden for the state’s water utilities and their customers, especially considering the small number of water users who could potentially see any benefit. In addition, it appears that the storage requirements may actually be ineffective in preserving the meter. If effective preservation is possible, any requirements should be limited to those cases where customers had water use estimated or were issued a backbill for past unmetered use.
The State has an obligation to ensure the wise use of financial resources and to avoid regulations that are overly burdensome or unnecessary. The PSC should work with utilities to find a better way to address its limited concern. I urge the Commission to carefully review the public comments and to consider needed revisions to the proposed rule before submitting it for legislative review.
Agree. The new provisions about retaining meters at retirement and after other tests have been deleted.
In support of MEG’s comments:
Lori Sweet   Waukesha Water Utility       Chris Hardy, Administrator, Winneconne     Lake Como Sanitary District
Scott Osborne   Oconomowoc         Jerry Weisnicht, Shawano Lake Sanitary Dist.   David Botts, Janesville
Keith Haas   Racine           Steve Berndt, Public Works, Bonduel     Deb Geier, Wausau Water Works
Mark Simon   Brookfield         Amy Barrilleaux, Madison Water Utility     Wally Thorn, Rice Lake Utilities
Frank Miller, Cudahy Water Utility         Dan Knapp, Dir. Pub. Works, Chetek     Chris Stempa, Dept of Utils, Appleton
Travis Coenen, Super. Public Works, Wrightstown     Raymond Hyde, Pub. Works, Dir., Ashland     Edward St. Peter, Kenosha Water Util
Donna Scholl, Oconomowoc         Randy Kerkman, Bristol      
Keith Mueller, Comptroller, Green Bay Water Utility     Daniel Duchniak, Franklin
FORM 2
(See PDF for image)WISCONSIN LEGISLATIVE COUNCIL
RULES CLEARINGHOUSE
Scott Grosz and Jessica Karls-Ruplinger
Clearinghouse Co-Directors
Terry C. Anderson
Legislative Council Director
Laura D. Rose
Legislative Council Deputy Director
(See PDF for image)
Attachement A3
CLEARINGHOUSE REPORT TO AGENCY
[THIS REPORT HAS BEEN PREPARED PURSUANT TO S. 227.15, STATS. THIS IS A REPORT ON A RULE AS ORIGINALLY PROPOSED BY THE AGENCY; THE REPORT MAY NOT REFLECT THE FINAL CONTENT OF THE RULE IN FINAL DRAFT FORM AS IT WILL BE SUBMITTED TO THE LEGISLATURE. THIS REPORT CONSTITUTES A REVIEW OF, BUT NOT APPROVAL OR DISAPPROVAL OF, THE SUBSTANTIVE CONTENT AND TECHNICAL ACCURACY OF THE RULE.]
CLEARINGHOUSE RULE 13-033
AN ORDER to repeal PSC 113.0921 (1) (g); to renumber PSC 113.0923 and (title) and 185.78 and (title); to renumber and amend PSC 185.77; to amend PSC 113.0614, 113.0921 (1) (e) and (f), 113.0922 (title), 134.20, 134.31 (3), 185.19 (1), 185.73 (2) and (4), and 185.77 (title); to repeal and recreate PSC 113.0919 (1) and (2), 134.19 (1) and (2), and 185.46 (1) and (2); and to create 113.0919 (1) (title), (2) (title), (3) (title), and (4) (title), 113.0922 (1) (title), (3), and (6),
134.19 (1) (title), (2) (title), and (3) (title), 134.31 (4) and (6), 185.46 (1) (title) and (2) (title),
185.76 (6) (Note), 185.761 (2) (Note), and 185.77 (3) and (5), relating to the retention of customer meters so that they are available for testing.
Submitted by PUBLIC SERVICE COMMISSION
04-29-2013   RECEIVED BY LEGISLATIVE COUNCIL.
05-22-2013   REPORT SENT TO AGENCY.
SG:LAK
(See PDF for image)One East Main Street, Suite 401 P.O. Box 2536 Madison, WI 53701–2536 (608) 2661304 Fax: (608) 2663830 Email: leg.council@legis.wisconsin.gov http://legis.wisconsin.gov/lc/
Clearinghouse Rule No. 13-033
Form 2 – page 2
LEGISLATIVE COUNCIL RULES CLEARINGHOUSE REPORT
This rule has been reviewed by the Rules Clearinghouse. Based on that review, comments are reported as noted below:
1.   STATUTORY AUTHORITY [s. 227.15 (2) (a)]
(See PDF for image)(See PDF for image)Comment Attached   YES   NO  
(See PDF for image)(See PDF for image)2.   FORM, STYLE AND PLACEMENT IN ADMINISTRATIVE CODE [s. 227.15 (2) (c)] Comment AttachedYES   NO  
(See PDF for image)(See PDF for image)3.   CONFLICT WITH OR DUPLICATION OF EXISTING RULES [s. 227.15 (2) (d)] Comment AttachedYES   NO  
4.   ADEQUACY OF REFERENCES TO RELATED STATUTES, RULES AND FORMS [s. 227.15 (2) (e)]
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