Part 2 - Allocation process
General provisions
26. General obligations of allocation participants
26.1 Every allocation participant must act reasonably in relation to its dealings with the allocation agent and other allocation participants and, in doing so, must use its reasonable endeavours to co-operate with the allocation agent and other allocation participants.
26.2 Every allocation participant must provide the information required under these rules in a manner that is:
26.2.1 Accurate and complete; and
26.2.2 Not misleading or likely to mislead; and
26.2.3 Timely.
26.3 Where an allocation participant is or becomes aware of a cause of UFG at a gas gate, it must use reasonable endeavours to remedy the cause of UFG or reduce the UFG occurring at the gas gate.
Meter owner obligations
27. Metering equipment accuracy
27.1 For the purposes of gas volume information required to be collected or provided under these rules:
27.1 Every meter owner must ensure that all metering equipment used to collect that volume information complies with NZS 5259:2004;
27.2 Metering equipment which has a margin of error of less than the relevant margins of error specified in NZS 5259:2004 is considered to be accurate; and
27.3 Any verification of accuracy must be in accordance with NZS 5259:2004.
retailer obligations
28. General obligations of retailers
28.1 Every retailer must ensure that metering equipment is installed and interrogated at each consumer installation to which that retailer is the responsible retailer in accordance with the requirements of the allocation group to which the consumer installation has been assigned.
28.2 Every retailer must ensure the conversion of measured volume to volume at standard conditions and the conversion of volume at standard conditions to energy complies with NZS 5259:2004 for metering equipment installed at each consumer installation for which the retailer is the responsible retailer.
28.3 Every retailer must supply consumption information in accordance with rules 29 to 40 for all consumer installations for which it was the responsible retailer to the allocation agent.
28.4 Every retailer must ensure that:
28.4.1 The consumption information supplied to the allocation agent in accordance with rules 29 to 40 is transferred and stored in such a manner that it cannot be altered without leaving a detailed audit trail; and
28.4.2 A copy of all register reading data is kept for a minimum period of 30 months and is made available to the allocation agent, industry body or an auditor on request.
28.4.3 For the purposes of these rules, a retailer continues to be responsible for gas supplied to all consumer installations during all or any part of the consumption period in respect of which it is the responsible retailer.
29. retailer to ensure certain metering interrogation requirements are met
29.1 For a consumer installation for which the rolling 12-months actual or expected consumption is greater than 10 TJ, every retailer that supplies that consumer installation must:
29.1 Ensure a TOU meter is installed as soon as practicable, and no later than 3 months, after becoming aware that the actual or expected consumption is greater than 10 TJ; and
29.2 Assign that consumer installation to allocation group 1 or 2.
29.2 For a consumer installation where the rolling 12-month actual or expected consumption is greater than 250 GJ, every retailer that supplies that consumer installation must either:
29.2.1 Ensure a TOU meter is installed and assign that consumer installation to allocation group 1 or 2; or
29.2.2 Ensure a non-TOU meter is installed and assign that consumer installation to allocation group 3 or 4.
29.3 For a consumer installation which has not been assigned to allocation groups 1 to 4 under rules 29.1 and 29.2, every retailer that supplies that consumer installation must ensure a TOU meter or non-TOU meter is installed and assign that consumer installation to allocation group 5 or 6.
29.4 Every retailer that supplies a consumer installation must ensure that the metering equipment installed at that consumer installation is interrogated as follows:
29.4.1 All consumer installations with TOU meters assigned to allocation groups 1 or 2 must have register readings or consumption recorded for each day commencing at 0000 hours and ending at 2400 hours (New Zealand standard time).
29.4.2 All consumer installations with non-TOU meters and an expected annual consumption of between 250 GJ and 10 TJ must have register readings recorded monthly.
29.4.3 All consumer installations with non-TOU meters to which the retailer has continuously supplied gas for the previous 12-month period must have register readings recorded at least once every 12-months unless exceptional circumstances prevent such an interrogation.
29.5 Every retailer must ensure that a validated register reading is obtained at least once every 4 months for 90% of the consumer installations with non-TOU meters to which the retailer has continuously supplied gas for the previous 4 months.
29.6 For the purposes of rules 29.4.3 and 29.5, any reference to non-TOU meters includes a TOU meter assigned to allocation group 5 or 6.
30. General requirements for provision of retailer consumption information
30.1 For consumer installations in allocation groups 1 or 2, –
30.1 Daily consumption information provided to the allocation agent must commence at 0000 hours and end at 2400 hours (New Zealand standard time) on that day.
30.2 Where a consumer installation is supplied by a retailer for a part month, the retailer is only required to supply consumption information to the allocation agent for the days that the retailer supplied that consumer installation.
30.2 For consumer installations in allocation groups 3 to 6, –
30.2.1 A register reading obtained during any day will be deemed to have been obtained at 2400 hours on that day.
30.2.2 Monthly consumption information provided to the allocation agent must commence at 2400 hours on the last day of the previous month and end at 2400 hours on the last day of the month to which the consumption information relates.
30.2.3 Where a consumer installation is supplied by a retailer for a part month, the consumption information provided to the allocation agent for that part month will be deemed to be the monthly consumption information for that month supplied by that retailer for that consumer installation.
30.3 If for any reason whatsoever a retailer is not able to comply with the requirement in rules 31, 32.1 and 33.1 to provide actual daily energy quantities for a consumer installation in allocation groups 1 or 2, –
30.3.1 The retailer must provide its best estimate of consumption information to the allocation agent and advise the allocation agent of the fact that it is an estimate under this rule.
30.3.2 Compliance with rule 30.3.1 does not mean that the retailer has complied with the requirement to provide actual daily energy quantities.
31. Provision of consumption information for initial allocation
To enable the allocation agent to perform an initial allocation for each consumption period, every retailer must provide, in respect of the consumer installations for which it is the responsible retailer, the following consumption information to the allocation agent by 0800 hours on the 4th business day of the month that immediately follows the consumption period to which the information relates:
31.1 Actual daily energy quantities for each consumer installation in allocation groups 1 and 2:
31.2 Estimated daily energy quantities for each consumer installation in allocation group 3:
31.3 The aggregate estimated daily energy quantities by gas gate by profile for consumer installations in allocation group 5 and the number of consumer installations included:
31.4 The aggregate estimated energy quantities by gas gate for all consumer installations in allocation groups 4 and 6.
32. Provision of consumption information for interim allocation
To enable the allocation agent to perform an interim allocation for each consumption period, every retailer must provide, in respect of the consumer installations for which it is the responsible retailer, the following consumption information to the allocation agent by 0800 hours on the 9th business day of the 4th month that follows the consumption period to which the information relates:
32.1 Actual daily energy quantities for each consumer installation in allocation groups 1 and 2:
32.2 Estimated daily energy quantities for each consumer installation in allocation group 3:
32.3 The aggregate estimated daily energy quantities by gas gate by profile for consumer installations in allocation group 5 and the number of consumer installations included:
32.4 The aggregate estimated energy quantities by gas gate for all consumer installations in allocation groups 4 and 6.
33. Provision of consumption information for final allocation
To enable the allocation agent to perform a final allocation for each consumption period, every retailer must provide, in respect of the consumer installations for which it is the responsible retailer, the following consumption information to the allocation agent by 0800 hours on the 14th business day of the 13th month that follows the consumption period to which the information relates:
33.1 Actual daily energy quantities for each consumer installation in allocation groups 1 and 2:
33.2 Estimated daily energy quantities for each consumer installation in allocation group 3:
33.3 The aggregate estimated daily energy quantities by gas gate by profile for consumer installations in allocation group 5 and the number of consumer installations included:
33.4 The aggregate estimated energy quantities by gas gate for all consumer installations in allocation groups 4 and 6.
34. Historic and forward estimates
34.1 When providing consumption information to the allocation agent for consumer installations in allocation groups 3 to 6, every retailer must derive that consumption information from validated register readings using:
34.1 rule 35 to create historic estimates; or
34.2 rule 36 to create forward estimates, where applicable.
34.2 Consumption information for consumer installations in allocation groups 3 to 6 may contain a combination of historic and forward estimates provided that they are calculated in accordance with rules 35 and 36.
34.3 Every retailer must retain sufficient information to be able to clearly identify each estimate as being either a historic or a forward estimate, or a combination of both estimates, if requested to by the allocation agent.
35. Application of profiles and seasonal adjustments for historic estimates
35.1 Historic estimates are derived by applying to the difference in gas quantities between two validated register readings for the relevant gas gate either:
35.1 The applicable registered deemed profile; or
35.2 If no applicable registered deemed profile exists, subject to rule 35.3, the seasonal adjustment daily shape values for that consumption period or part of the consumption period.
35.2 The following methodologies must be used to calculate a historic estimate of consumption information for a consumer installation:
35.2.1 Where the period between any two consecutive validated register readings encompasses an entire consumption period:
HECI = GJP x A / B
Where:
HECI is the quantity of gas in GJ allocated to a consumption period for a consumer installation
GJP is the gas quantity in GJ calculated from the difference between the last validated register reading prior to the consumption period and the first validated register reading after the consumption period
A is the sum of the applicable registered deemed profile or seasonal adjustment daily shape values for the relevant gas gate during the consumption period
B is the sum of the applicable registered deemed profile or seasonal adjustment daily shape values for the relevant gas gate during the same time period as is covered by GJP.
35.2.2 Where a validated register reading falls within the consumption period:
HECI = (GJP1 x A1 / B1) + (GJP2 x A2 / B2)
Where:
HECI is the gas quantity in GJ allocated to a consumption period for a consumer installation
GJP1 is the gas quantity in GJ calculated from the difference between the last validated register reading prior to the consumption period and the validated register reading falling within the consumption period
A1 is the sum of the applicable registered deemed profile or seasonal adjustment daily shape values for the relevant gas gate for the period from the first day of the consumption period to the day of the validated register reading falling within the consumption period
B1 is the sum of the applicable registered deemed profile or seasonal adjustment daily shape values for the relevant gas gate for the same time period as is covered by GJP1
GJP2 is the gas quantity in GJ calculated from the difference between the validated register reading falling within the consumption period and the first validated register reading after the consumption period
A2 is the sum of the applicable registered deemed profile or seasonal adjustment daily shape values for the relevant gas gate for the period from the day of the validated register reading falling within the consumption period to the final day of the consumption period
B2 is the sum of the applicable registered deemed profile or seasonal adjustment daily shape values for the relevant gas gate for the same time period as is covered by GJP2.
35.3 If a retailer is preparing a historic estimate in accordance with rule 35.2 and the seasonal adjustment daily shape values for the relevant gas gate are not available for the consumption period, the retailer must use the methodology set out in rule 35.2.1 and 35.2.2 (as applicable) but the seasonal adjustment daily shape values may be substituted by the retailer using its own seasonal shape methodology or pro-rated on a flat shape basis using the number of days.
36. Forward estimates
36.1 A retailer may only use a forward estimate to calculate the consumption information for a consumer installation in allocation groups 3 to 6 where it is not possible to calculate that consumption information using a historic estimate.
36.2 A retailer may determine the method used for calculating a forward estimate at its discretion.
37. Accuracy of consumption information for initial allocation
37.1 This rule applies to consumption information at a gas gate provided to the allocation agent for consumer installations in allocation groups 3 to 6 in respect of a consumption period.
37.2 For a consumption period, the accuracy of the consumption information provided by a retailer under rule 31 for initial allocation must, when compared with the consumption information provided by that retailer under rule 33 for final allocation, fall within the percentage of error determined and published by the industry body under rule 37.3.
37.3 Prior to the beginning of each gas year, the industry body must, after consulting with allocation participants, determine and publish the percentage of error for the accuracy of the consumption information provided for initial allocation to be applied to the consumption periods in the following gas year in accordance with rule 37.2.
37.4 In making its determination under rule 37.3, the industry body must have regard to the following matters:
37.4.1 The primary aim of ensuring consumption information provided for initial allocation is as accurate as possible when compared with consumption information provided for final allocation;
37.4.2 The extent to which retailers are able to comply with the percentage of error for the accuracy of consumption information provided for initial allocation;
37.4.3 Any expected costs that would be reasonably incurred by retailers to achieve compliance with the percentage of error for the accuracy of consumption information provided for initial allocation; and
37.4.4 Any other matter it considers relevant to its determination.
38. Application of deemed profiles
38.1 In accordance with rules 35 and 36, a registered deemed profile, being either a static deemed profile or a dynamic deemed profile, must be used by each retailer to calculate daily consumption information for every consumer installation in allocation group 3 or 5.
38.2 A retailer may only use a static deemed profile or a dynamic deemed profile in relation to a consumer installation or class of consumer installations if that profile is a registered deemed profile (where it has been approved by the allocation agent and has been registered for use by the retailer under Part 3 of these rules) in relation to that consumer installation or class of consumer installations.
38.3 If a retailer wishes to use a different deemed profile for a consumer installation to that previously used for the provision of consumption information under rules 31 to 33 to the allocation agent, the retailer must have that deemed profile registered as a registered deemed profile by the allocation agent in accordance with rule 59 before it may use that different deemed profile.
39. retailer to give gas gate notice to allocation agent
39.1 A retailer must give notice to the allocation agent when the retailer –
39.1 Commences to supply gas to a consumer installation at a gas gate at which it has not previously supplied gas; or
39.2 Ceases to supply gas to any consumer installations at a gas gate.
39.2 The notice must –
39.2.3 Be given no later than the final business day of the month in which the acts specified in rules 39.1 and 39.2, as applicable, occur.
40. retailer reporting requirements
Each retailer must provide the following reports to the allocation agent –
40.1 By 0800 hours on the 1st business day of each month a report on the proportion (in terms of volume) of historic estimates contained within the consumption information provided by the retailer to the allocation agent for the previous initial, interim and final allocation in accordance with rules 31 to 33 for each gas gate for consumer installations in allocation groups 3 to 6.
40.2 By 1200 hours on the 10th business day of October in each gas year a report on the number and percentage of validated register readings obtained in accordance with rule 29.4.3 and 29.5 during the previous gas year.
Transmission system owner obligations
41. Provision of daily injection information
Every transmission system owner must provide to the allocation agent by 0800 hours on the 4th business day of the month that immediately follows a consumption period the actual daily energy quantities injected at each gas gate connected to its transmission system for that consumption period.
42. Publication of estimated day-end volume injection quantities each day
By 1000 hours each day and at any other time on that day as required and notified by the industry body, for each gas gate connected to its transmission system, a transmission system owner must give notice to each retailer receiving gas at a particular gas gate of the estimated daily energy quantities that were injected on the previous day at that gas gate.
allocation agent obligations
43. allocation agent to use estimates
43.1 For the purpose of performing allocations under these rules, the allocation agent must estimate:
43.1 The consumption information if a retailer has failed to provide the consumption information for the relevant allocation by the times and on the days specified in rules 31 to 33; and
43.2 The actual daily energy quantities if a transmission system owner has failed to provide the actual daily energy quantities for the relevant allocation by the times and on the days specified in rule 4
43.2 If, in accordance with rule 43.1, the allocation agent uses estimated information or quantities in the allocation process, the allocation agent must include a notation with the allocation results that the allocation results include information or quantities that have been estimated by the allocation agent.
43.3 For the purposes of rules 45, 46 and 79, any references to "actual daily energy quantities" and "consumption information" in those rules include any necessary estimates by the allocation agent of such quantities or information made in accordance with this rule.
44. Correction of allocations by allocation agent
44.1 Where an allocation participant discovers that consumption information previously provided to the allocation agent in respect of a gas gate included a material error, the allocation participant must immediately advise the allocation agent of the nature and extent of the error and provide the corrected consumption information.
44.2 Subject to rules 44.3 and 44.4, adjustments reflecting the correction of errors are to be included in the next allocation, being either an interim or final allocation, for that consumption period.
44.3 The allocation agent may amend any allocation result provided under these rules if, by 1730 hours on the next business day after the allocation result was provided, the allocation agent makes the amendment and notifies all affected allocation participants of the amended allocation result.
44.4 If an error is subsequently discovered later than the deadline specified in rule 44.3, and the allocation agent acting reasonably considers that correction of that error would have resulted in a materially different allocation, then:
44.4.1 The allocation agent shall as soon as practicable pass the relevant information on to the appropriate allocation participants and the industry body; and
44.4.2 The industry body must consider whether or not to direct a special allocation in accordance with rule 51 to rectify the error.
44.5 Where any part of the metering equipment installed at a consumer installation is found to be in error, quantities measured during the period when the device is shown to have been in error are to be corrected in accordance with the Schedule to these rules. If no reliable data is available to confirm the period when the device was in error or the amount by which it was in error:
44.5.1 Where the device concerned is a TOU meter installed at a consumer installation in allocation group 1 or 2, the allocation agent must estimate the expected period of the error based on the best available information; and
44.5.2 For any other device, the responsible retailer must estimate the expected period of the error based on the best available information;
provided the estimated correction cannot extend back further than 13 months from when the error was first notified or detected.
45. Global method of allocation
45.1 For the purposes of these rules, a gas gate residual profile means a profile that is created each month by the allocation agent in accordance with rule 45.2.5 as part of the allocation process.
45.2 The allocation agent must use the following global method of allocation in order to conduct an initial allocation, an interim allocation, and a final allocation:
45.2.1 Receive the actual daily energy quantities injected at each gas gate for each day for that consumption period provided by transmission system owners in accordance with rule 41;
45.2.2 Receive the consumption information for each day for that consumption period provided by retailers in accordance with rules 31 to 33;
45.2.3 Calculate the allocated quantities for each day in the consumption period for allocation groups 1 and 2 for each gas gate and retailer in accordance with the following formula:
AQ1 & 2 = AUFG x CI1 & 2
Where:
AQ1 & 2 is the quantity of gas in GJ to be allocated to allocation groups 1 and 2 for the day
AUFG is the applicable annual UFG factor calculated in accordance with rule 46
CI1 & 2 is the consumption information for allocation groups 1 and 2 for the day in GJ provided in accordance with rules 31 to 33;
45.2.4 Calculate the allocated quantities for each day in the consumption period for allocation groups 3 and 5 for each gas gate and retailer in accordance with the following formula:
AQ3 & 5 = MUFG x CI3 & 5
Where:
AQ3 & 5 is the quantity of gas in GJ to be allocated to allocation groups 3 and 5 for the day
MUFG is the applicable monthly UFG factor calculated in accordance with rule 46
CI3 & 5 is the consumption information for allocation groups 3 and 5 for the day in GJ provided in accordance with rules 31 to 33;
45.2.5 Calculate the gas gate residual profile for the consumption period for each gas gate in accordance with the following formula:
GRPP = GRPd(1), GRPd(2), GRPd(3),, GRPd(4)… GRPd(final)
Where:
GRPP is the gas gate residual profile for the consumption period
GRPd(1,2…final) is the gas gate residual profile quantity in GJ for a day in the consumption period, being EId − AQ1, 2, 3 & 5 where:
EId is the actual daily energy injection quantity in GJ provided by transmission system owners in accordance with rule 41 for the day
AQ1, 2, 3 & 5 is the sum of the daily allocated quantities for allocation groups 1, 2, 3 and 5 for the day in GJ as calculated in accordance with rules 45.2.3 and 45.2.4;
45.2.6 Calculate the allocated quantities for each day in the consumption period for allocation groups 4 and 6 for each gas gate and retailer in accordance with the following formula:
AQ4 & 6 = (MUFG x ∑CI4 & 6)) x (GRPd(1,2…final) / ∑GRPd(1,2…final))
Where:
AQ4 & 6 is the quantity of gas in GJ to be allocated to allocation groups 4 and 6 for the day
MUFG is the applicable monthly UFG factor calculated in accordance with rule 46
∑CI4 & 6 is the sum of the consumption information for allocation groups 4 and 6 for the consumption period in GJ provided in accordance with rules 31 to 33
GRPd(1,2…final) is the gas gate residual profile quantity for a day in the consumption period in GJ as per rule 45.2.5
∑GRPd(1,2...final) is the sum of the gas gate residual profile daily quantities for the consumption period in GJ;
45.2.7 Aggregate for each retailer, for each gas gate and for each day, the allocated quantities for each allocation group to produce total allocated quantities by retailer by gas gate.
46. Calculation of UFG factor
46.1 When performing an initial allocation, an interim allocation or a final allocation, the allocation agent must calculate the UFG factor in accordance with this rule.
46.2 The allocation agent must apply in accordance with rule 45 –
46.2.1 The annual UFG factor to allocation groups 1 and 2; and
46.2.2 The monthly UFG factor to allocation groups 3, 4, 5 and 6.
46.3 For the purposes of these rules –
46.3.1 The annual UFG factor means the factor determined in accordance with the following formula:
AUFG = ∑EIA / ∑CIA
Where:
AUFG is the applicable annual UFG factor for the gas gate for the consumption period
∑EIA is the sum of the actual daily energy quantities injected for a particular gas gate during the 12-months up to and including February of the previous gas year (in GJ)
∑CIA is the sum of the best available consumption information for all allocation groups for the gas gate during the 12-months up to and including February of the previous gas year (in GJ).
46.3.2 The monthly UFG factor means the factor determined in accordance with the following formula:
MUFG = (∑EIm − ∑ AQ1 & 2) / ∑CI3-6
Where:
MUFG is the applicable monthly UFG factor for the gas gate for the consumption period
∑EIm is the sum of the actual daily energy quantities injected at a particular gas gate for the consumption period provided by the transmission system owner under rule 41 (in GJ)
∑AQ1 & 2 is the sum of daily allocated quantities of gas allocated to allocation groups 1 and 2 for the gas gate for the consumption period under rule 45.2.3 (in GJ)
∑CI3-6 is the sum of the consumption information for allocation groups 3, 4, 5 and 6 for the gas gate for the consumption period provided in accordance with rules 31 to 33 (in GJ).
46.4 The allocation agent must determine and publish:
46.4.1 The monthly UFG factor which applies for each month –
- for initial allocations by 0800 hours on the 5th business day of each month;
- for interim allocations by 0800 hours on the 11th business day of each month;
- for final allocations by 0800 hours on the 16th business day of each month; and
46.4.2 The annual UFG factor which will apply for each gas year by the 1st business day of July in the previous gas year.
47. Force majeure event during consumption period
47.1 In this rule, force majeure event means an event or circumstance:
47.1.1 Beyond the reasonable control of an allocation participant and that was not reasonably foreseeable in the circumstances; and
47.1.2 Which substantially affects the information relied on to determine the annual UFG factor in rule 46 so that it no longer will result in a fair and representative calculation of the annual UFG factor for a particular gas gate.
47.2 No later than 10 business days prior to determining and publishing the annual UFG factor in accordance with rule 46.4.2, the allocation agent may give notice to the industry body that it considers that a force majeure event has occurred.
47.3 As soon as practicable after receiving such notice and after consulting with affected allocation participants to the extent reasonably practicable in the time available:
47.3.1 The industry body must determine an annual UFG factor which it considers will result in a fair and representative calculation of the annual UFG factor for that gas gate for the gas year and give notice to the allocation agent of that determination; and
47.3.2 The allocation agent must publish the annual UFG factor determined in accordance with rule 47.3.1 and include a notation that the annual UFG factor has been determined by the industry body under that rule.
48. initial allocation
48.1 For the purposes of these rules, an initial allocation means, in relation to a gas gate, the allocation of gas quantities in accordance with rule 45 in the month immediately after the relevant consumption period.
48.2 By 0800 hours on the 5th business day of each month, the allocation agent must –
48.2.1 Perform the initial allocation with respect to each gas gate; and
48.2.2 Provide the following reports to each retailer:
-
a report setting out the quantities of gas allocated to that retailer at each gas gate for the previous month; and
-
a report of the gas gate residual profile calculated during the initial allocation.
49. interim allocation
49.1 For the purposes of these rules, an interim allocation means, in relation to a gas gate, the allocation of gas quantities in accordance with rule 45 in the month that is 4 months after the relevant consumption period.
49.2 By 0800 hours on the 11th business day of each month, the allocation agent must –
49.2.1 Perform the interim allocation with respect to each gas gate; and
49.2.2 Provide the following reports to each retailer:
- a report setting out the quantities of gas allocated to that retailer at each gas gate for the month that is the subject of the interim allocation; and
- a report of the revised gas gate residual profile calculated during the interim allocation.
50. final allocation
50.1 For the purposes of these rules, a final allocation means, in relation to a gas gate, the allocation of gas quantities in accordance with rule 45 in the month that is 13 months after the relevant consumption period.
50.2 By 0800 hours on the 16th business day of each month, the allocation agent must –
50.2.1 Perform the final allocation with respect to each gas gate; and
50.2.2 Provide the following reports to each retailer:
- a report setting out the quantities of gas allocated to that retailer at each gas gate for the month that is the subject of the final allocation; and
- a report of the revised gas gate residual profile calculated during the final allocation.
51. special allocation
51.1 At any time during the period after an initial allocation has been performed up to 12-months after a final allocation has been performed, the industry body may require the allocation agent to perform a special allocation for the relevant consumption period in addition to an initial allocation, an interim allocation, or a final allocation for that same consumption period.
51.2 Before the industry body makes a request under rule 51 –
51.2.1 The industry body must be of the opinion that the current allocation information or allocation results are sufficiently unfair that it is not appropriate to wait until the next (if any) scheduled interim allocation or final allocation is performed; and
51.2.2 The industry body must balance the unfairness of the current allocation information or allocation results against any commercial reasons for retaining the current allocation results.
51.3 Subject to rule 51 and 52, the industry body may determine any specific procedures that will apply to a special allocation.
52. annual reconciliation
52.1 The purpose of an annual reconciliation is to verify, on a monthly basis, the accuracy and completeness of quantities billed to consumers when compared with consumption information provided to the allocation agent for the previous 12 billing months.
52.2 For the purposes of an annual reconciliation:
52.2.1 Each retailer must, by 0800 hours on the 11th business day of each month, provide to the allocation agent the total quantities billed, by gas gate and aggregated by invoice month, for the previous billing month.
52.2.2 The allocation agent must, by 1700 hours on the 13th business day of each month, compare:
- the total quantities billed provided by each retailer for each gas gate in accordance with rule 52.2.1 for the previous 12 billing months; with
- the sum of best available consumption information provided by each retailer for each gas gate in accordance with rules 31 to 33 for the previous 12 billing months.
52.2.3 The allocation agent must publish the results of the comparison performed under rule 52.2.2 by 0800 hours on the 14th business day of each month.
52.3 In this rule, any reference to –
52.3.1 "previous billing month" or "previous 12 billing months" refers to the month or 12 months, as applicable, prior to the previous consumption period; and
52.3.2 "quantities billed" includes, for any particular period, the quantities of gas supplied by a retailer across consumer installations to consumers, sourced directly from the retailer's financial records, including quantities:
- supplied through normal customer supply and billing arrangements;
- supplied under sponsorship arrangements; and
- supplied under any other arrangement.
53. allocation agent reports
53.1 By 1200 hours on the 1st business day of each month, the allocation agent must publish the seasonal adjustment daily shape values for every gas gate.
53.2 In respect of each gas gate, by 0800 hours on the last business day of each month, the allocation agent must publish the following reports for each initial allocation, interim allocation, final allocation or special allocation performed in that month:
53.2.1 The sum of the actual daily energy quantities injected at each gas gate for each of the relevant consumption periods as provided by the transmission system owner under rule 41 (or, where necessary, estimated by the allocation agent in accordance with rule 43); and
53.2.2 The sum of the quantities of gas allocated to each retailer in the previous month, in respect of each of the relevant consumption periods, under rules 48 to 51; and
53.2.3 The total amount of, and the percentage of, UFG at each gas gate for the previous month and previous 12-months.
53.3 By 1200 hours on the 5th business day of each month, in respect of each consumption period for which a final allocation has been performed in the previous 12-months, the allocation agent must provide a report for each gas gate to retailers and the industry body on the percentage of error in the accuracy between:
53.3.1 The aggregated consumption information for consumer installations in allocation groups 3 to 6 provided under rule 31 by each retailer to the allocation agent for initial allocation; and
53.3.2 The aggregated consumption information for consumer installations in allocation groups 3 to 6 provided under rule 33 by each retailer to the allocation agent for final allocation.
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