advanced metering (adi/ami/amr) implementation services
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March 29, 2004
Advanced Metering (ADI/AMI/AMR)Implementation Services
2
Topics for Discussion
• eMeter Overview
• AMI Implementation & Lifecycle Management
– Software
– Services
• Dynamic Pricing Project Implementation Example
3
eMeter Overview
Company• Founded in 1999, Redwood City, CA
Vision• Enabling utilities to implement large-scale Advanced Metering Infrastructure
(“AMI”) projects in support of demand response programs
• Making information available and useful to consumers, utility users, market participants and business processes
Technology - Power Information Platform™ by eMeter (PIPe)• eMeter’s advantage – integrating industry-leading, enterprise-class software,
energy data acquisition servers, databases and business processes
• Integrates with utility-selected AMI metering/communications technology
Strategic Partner – Landis+Gyr
• Consulting, implementation and operations support for L+G ADI solutions
Head Cheese NE – Ralph Amato
4
eMeter Experience and Expertise
Principals have > 20 yrs experience in advanced metering• Founded and led CellNet Data Systems 1984-1999
• Operating one of largest C&I metering programs in the US at PG&E
– Collecting and processing interval data for over 8,000 meters daily
• Speak, publish, and testify before state legislatures, PUC’s, and Congress on technical and regulatory aspects of advanced metering and demand response
• Chair the national Demand Response Coalition and California Consumer Empowerment Alliance which support utility cost recovery for demand response and AMI investments
Industry Specific Expertise• Business case development, feasibility analysis, and regulatory support
• Program & logistics management
• Real-time data & asset management
• Software & business process development
• Technology and systems integration
5
eMeter Business Services
Consulting Business Requirements
Consulting Business Requirements
Communication Planning Communication Planning
Value Realization Customer Services
Development
Value Realization Customer Services
Development
Program Planning Technology Selection
Process & System Design
Program Planning Technology Selection
Process & System Design
RegulatoryEnvironment
Analysis
RegulatoryEnvironment
Analysis
Deployment Prog. Mgmt. Technology Integration
System Integration
Deployment Prog. Mgmt. Technology Integration
System Integration
Systems Operations Maintenance Mgmt. Asset Management
Systems Operations Maintenance Mgmt. Asset Management
RegulatoryProcessSupport
RegulatoryProcessSupport
RegulatoryReporting
RegulatoryReporting
PLAN & DESIGN BUILD OPERATE
Flexible business model
• Consulting
• License
• Temporary Operations
• Outsource
Flexible scope of work
• Utility-selected
• eMeter, Utility or 3rd Party Data Center hosting
Power Information PlatformTM Technology
March 29, 2004
AMI Implementation & Lifecycle Management Software and Services
7
AMI Project Framework
OperateBuildDesign
Meters – Select, purchase, receive, distribute, install, maintain
Network – Select, purchase, receive, distribute, install, maintain
WAN – Select provider, activate, monitor
Data Collection – Select H/W and S/W, train, install SSHC, collect, maintain
Raw Data Store – Build database, store, backup, archive, maintain
Data Processing – VEE, billing determinants calculation , handoff to billing and other systems
Data Store and Interface to Legacy Systems
8
AMI Project Key Requirements for Success
Operate BuildDesign
• Program Schedule and Resource Planning
• Business Processes and Systems Planning
• Technology choices and due diligence
• Robust Business Case
• Internal Management and/or External Regulatory Approval
• If needed, technology pilot and certification
• “Go/No Go” Decision
• Not trivial• Cross-Dept Buy-in• Process, Techno-
logical and OrgChallenges
• Project management
• Overall planning and oversight
• Schedule and Activity tracking
• Logistics management
• Reporting
• Subcontractor coordination and oversight
• Problem resolution
• Process Development and Systems Configuration
• Processes
• Project , Multi-AMI Technology and Data Management System
• Utility Systems Upgrade and Integration
• Data Collection and Data Management O&M Service
• Data Collection O&M
• Data Center O&M
• WAN O&M
• Process and Data Management and Coordination
9
New role of metering
Was:• Registration of monthly
energy usage for billing purposes
Is or Will Be:• Registration of usage for billing
purposes
• Information resource for consumers
• Platform for outage and restoration event reporting
• Distribution asset management resource
• Foundation for demand response/rate choice programs
• Basis for new customer services
• Power quality & performance monitoring
10
Metering Lifecycle – Then and Now
Blanketorders
Commoditypurchase
Shop/TruckInventory
MeterInstall
MeterIn Service
MeterTest
RetireScrap
ComplexContracts
DetailedProduct
Procurement
Site-specificWork Order
MeterInstall
MeterIn Service
Requisitionfrom inventory
ProductConfiguration
NetworkActivation
NetworkConfiguration
VerifyProvisioning
DataCollection
TroubleReport
Meter TestRepair
/ReplaceCommunications
Test
ProductConfiguration
NetworkDe-Activation
RetireScrap
Was: relativelysimple commodityprocess
Is: highly tailored and configured process
11
AMI – Managing complex relationships
NetworkNetwork
User Name
Circuit
Meter
Network ModuleCarrier
Contact
Premise
Service Point
Account
Service Provider
Outage App
Billing App
Web App
Dist. AppDataCenter
Static and Dynamic relationships must be
maintained for meter data to be useful
Channel
12
Necessary Services & Software
Implementation PartnerDesign-Build-Operate
•SSoftware•DData Model•PProcesses
•SServices
1. Meter Data Collection Hardware and Software, and Data Warehouse
4. Integration Software to Billing
and other Applications
2. Meters and Meter Communications Modules
3. Meter Communications
Networks
13
AMI IT Architecture
Meter NetworkManagement
DataManagement
ProcessManagement
InterfacesManagement
Project ManagementInformation System
WirelessData
Collection
PagingData
Collection
Public WirelessWAN - PagingGPRS/1xRTT
Billing
OutageManagement
System
CSRDesktop
WorkManagement
System
DistributionEngineering
Public/PrivateWide AreaNetworks
Application-specificMetering Network
Data Center Existing UtilityInformation Systems
Internet DataPresentation
End-Customer
InternetInternet
PSTN
TelephoneData
Collection
Meter & NetworkInterface Devices
Power LineData
Collection
Usage DataRepository
Uti
lity
EA
I
PrivateWireless
WAN
Project Management Software and Interfaces
000,000’s 000’s SeveralWAN
Solutions
Hundreds of applications, databases,and usersMultiple Meter and Field
Network Technologies
AMI ITInfrastructure
Utility UserDesktop
14
Various CommunicationsNetworks
Internet
DataCollection
Adapter
DataValidation
Engine
Data Est.Engine
AMISystemsManager
CISAdapter
OutageEvent
Engine
BillingDeterm
Calculator
WMSAdapter
OutageAdapter
CustomerWeb AppAdapter
Metered UsageData Repository
AMIManagement
DatabaseData
CollectionAdapter
CISERPWMS Web site OMS
WebServices
ReportGenerator
CSRMeterTech
Proj. Mgr
DataCollection
Adapter
Meter DataCollection
Server
Meter DataCollection
Server
Meter DataCollection
Server
Install Mgr
AssetMgmt
Adapter
Meter Information Systems Architecture – Must Haves
Relationships maintained in
AMI data model
Multiple technology
support
Web-based access utility &
3rd party
Support for legacy systems
integration
Generalized access to usage
database
15
AMI Implementation Services
Operate BuildDesign
Flexible business model
• Consulting
• License
• Temporary Operations
• Outsource
Flexible scope of work
• Utility-selected
• eMeter, Utility or 3rd Party Data Center hosting
• Consulting
• Program Planning
• Business Processes and Systems Planning
• Technology choices
• Business Case
• Internal Management and/or External Regulatory Approval
• Technology pilot and certification
• Program Management
• Overall planning
• Schedule and Activity tracking
• Logistics management
• Reporting
• Subcontractor coordination
• Problem resolution
• Process Development & Systems Configuration
• Automated Processes
• Project, Multi-AMR Technology and Data Management System
• Data Collection and Data Management O&M Service
• Data Collection O&M
• Data Center O&M
• WAN O&M
• Process and Data Management and Coordination
• Meter lifecycle management
• Coordination with Utility Systems Upgrade and Integration
16
AMI Project Roles with “Utility as Prime”
Role/Element Proposed Provider(s)
Prime contractor, including budgetary and contract control Utility
Implementation Management Project management and overall project quality assurance Logistics management
Utility along with implementation partner
New meters Meter manufacturer
Meter-specific communications network, including hardware and data collection software
Meter communications network vendor
Field installation and maintenance-meters/comm. equip. Utility or installation/ maintenance contractor
WAN communications linking Utility and meter-specific network nodes
Wireless and wired communications carriers
AMI Data Center hardware and equipment maintenance Hosting contractor and/or Utility
Integration of data collection communications and software including AMI system configuration
Implementation partner
AMI System software for installation, operations, and maintenance management
Implementation partner
Operation of data collection software and communications networks, including WAN communications management
Implementation partner
AMI data management, including configuration, setup, and exception management
Implementation partner
Integration of AMI data into Utility systems Utility and system integrators
Utilize AMI data in billing and Utility billing processes Utility
March 29, 2004
Dynamic Pricing Project Implementation Example
18
Program Management Example
Process• Target customers
• Contact and begin enrollment
• Install & activate meter
• Provide Educational materials
• Verify notification info
• Generate savings estimate
• Generate billing summary
• Conduct survey
• Evaluate customer response
$-
$0.10
$0.20
$0.30
$0.40
$0.50
$0.60
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
Pri
ce
per
kWh
Objective: Determine residential and small commercial customer responsiveness to price signals
Requirements: Track and manage all processes and capture data for program analysis.
California Statewide Pricing Pilot (SPP) project
19
Supporting Information Platform
POTS
Various CommunicationsNetworks
Internet
AMISystemsManager
CISAdapter
WMSAdapter
EventAdapter
MeteredUsage DataRepository
AMIManagement
Database
CIS/Billing WMS
WebServices
ReportGenerator
CSRsMeterTech
Proj. Mgr
Meter DataCollection
Server
Meter DataCollection
Server
Meter DataCollection
Server
AssetMgmt
Adapter
EnrollmentContractors
AdvancedBilling
Consumers
NotificationService
ConsumerTelephone
CISAdapterCIS
AdapterDataCollectionAdapter
DataValidation
Engine
BillSummaryRendering
Outsourced AMI Mgmt, Meter Data Collection and Notification Services
Multiple Meter Data Collection Technologies –
phone & wireless
Interval data – to consumer web site,
to billing, to research team
Customer, meter, enrollment,
contact, installation and
status info
Interfaces to CIS, Billing, Notification
Systems
Web access for utility,
contractors, consumers
20
Pilot Project Process Management
Process and status trackingHistory retainedCross-functional coordinationWeb access
21
Customer Information – Billing Summary
• Metered usage data collected daily
• Billing Cycle maintained
• Pre-processing of usage data generates billing determinants
• Bill computation, taxes, surcharges added
• Billing information provided to rendering engine to generate billing summary pages
• .PDF rendered and posted to web site for customer viewing
• Billing summary mailed to customer on billing cycle
22
Customer Information – Web site
Web servicesView interval usage dataView billing summariesView/update notification infoDownload education materialsLinks to related information
Future – online survey forms
March 29, 2004
The Value of Managed AMI Data ServicesforC&I Applications
24
Dynamic Environment for C&I Metering Today
• Regulatory requirements– Demand response
– Customer web requirements
• Uncertainty and confusion on new technology choices– CDPD and analog cellular going away
– GPRS, 1xRTT on the way but when?
• Future of MV-90 uncertain– Upgrade
– Support for next generation communications technologies
Many utilities are trying to figure out the best way to handle multiple technology/interfaces, leverage existing infrastructure, and prepare to migrate to future technologies while meeting customer and regulatory
requirements
25
Integrated Managed AMI Data Service
Public Wireless
2-way PagingAnalog CellularDigital Cellular
InternetPSTN
Public Wireless
2-way PagingAnalog CellularDigital Cellular
InternetPSTN
Data Center
Utility User
Consumer
C&I Metering• Paging e.g. SkyTel• GSM/GPRS e.g. AT&T• CDMA/1xRTT e.g. Sprint• Telco/Cellular• Internet
StatSignal
Wireless
Server
StatSignal
Wireless
Server
PLC
Server
PLC
Server
InternetInternet
eMeterProcess
Mgmt Center
SmartSynch
Paging
Server
SmartSynch
Paging
Server
Comverge
PowerCAMP
Server
Comverge
PowerCAMP
Server
Power Information Platform™
Residential/Commercial900 mHz Mesh
Other
Digital Cell
Server
Other
Digital Cell
Server
L+G Envoy
Paging
Server
L+G Envoy
Paging
Server
Residential/C&IDistribution Line Carrier
CommStar
Multi-Vendor
Multi-Network
CommStar
Multi-Vendor
Multi-Network
26
Common Objections/Misperceptions
• “This is no more than just running a 3rd party data collection server”
• “We would never outsource data collection for my largest customers”
• “We won’t buy anything that MV-90 can’t read”
• “We want to have control of the system”
• “It costs more than our meter reading costs”
• “Oh no, it’s Keith Jones again!”
27
C&I AMI ServicesProject set-up & meter/account configuration
Usage data collection
• Hourly/Daily delivery of 15/30 min interval data
Data management and monitoring
• Sum checks and 1st level validation
Asset tracking and maintenance management
Trouble ticketing
Event data collection and notification
Data export and transfer via secure FTP server
Performance & summary reporting
• Daily data checker email
Technical support help desk
• Meter shop programming support
• Field installation support and communications validation
User web access into the Power Information Platform• Project monitoring & eService capabilities
28
User Information Access
Power Information Platform™
Interval Data
Interval Data
Service Point History
Meter HistoryLoad History
Service Point History
Meter HistoryLoad History
End-Users
Meter Services
Load Research
Key Acct Reps and CSRs
29
Power Information Platform – Interfaces
eMeter Power Information Platform eMeter Power Information Platform
File ExchangesFTPHHF, MV9, XML, ASCII
Direct DB QuerySQL
Real-time MessagingTIBCO RendezvousOther
PIPe Process Mgmt CenterSystem Administration
PIPe+Utility UsersSub-contactors
MyEnergyDataCustomers
30
PIPe+ Online Access to Utility and Partners
31
PIPe+ Account – SDP – Meter – Channel
32
PIPe+ Services
33
PIPe+ Services Routing
34
PIPe+ Service Requests
35
PIPe+ Service Request Activity Tracking
36
Value Proposition to Utility by Partnering with eMeter
Multi-Network Integrated Solution: Optimize metering and communications choices based on required functionality and cost
Minimize investment in multiple software systems Select best communications technology per site
Enhanced Information Access: User access to complete meter lifecycle management data and project performance metrics through common interface
Reduced Risk: Minimize financial and technological risk eMeter Service Level Agreement (SLA) provides Support of multiple technologies minimizes technology obsolescence
Positive Budget Impact: Consolidation of operations into a common platform with performance-based contract will reduce operations costs
Speed of implementation Minimal disruption to current operations Lowest risk approach Lowest TCO
37
Economic Value to Utility
Direct Budgetary Costs• Minimize upfront licenses and setup costs
• Avoid annual maintenance and version upgrades
• Avoid backup/restore capabilities
• Avoid ongoing IT support
• Avoid communications links with carriers
• Minimize vendor training & support
• Avoid staffing for operations
Improve “Hidden” Cost of Performance• Minimize manual reads
• Minimize manual billing entry
• Improve diagnostics and trouble-shooting
• Avoid airtime cost overruns
• Minimize lost revenue (carrying charges for late bills)
38
Common Objections/Misperceptions
• “This is no more than just running a set of data collection servers”
– Comprehensive service with Integrated architecture including servers, databases, business processes, seamless interface and single data file
• “We would never outsource data collection for my largest customers”
– Documented and proven performance in CA exceeded utility in-house data reliability and at a lower total cost of ownership
• “We won’t buy anything that MV-90 can’t read”
– Defer new software investment by leverage eMeter economies of scale during ramp up of new technology and transfer in-house once scale economies are achieved or if expectations aren’t met.
– Uncertainty around if and when MV-90 will support and how much
• “We want to have control of the system”
– User access the Power Information Platform for monitoring, reporting, service requests
• “It costs more than our meter reading costs”
– Economic analysis of ALL costs associated with the operation should yield a positive result
• “Oh no, it’s Keith Jones again!”
– Hired Ralph and Jack as my agent and leveraging L+G Sales!!!
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