utility standards board driving standardization in meter ... · the customer care research...

Utility Standards Board

Driving Standardization in Meter Data Management

November 9, 2007

Confidential & Proprietary, ©2007 Navigant Consulting, Inc. & Distributed Energy Financial Group


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• The Utility Standards Board (USB)

• Why Meter Data Management Standards?

• USB’s MDM Initiative

Agenda


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The Customer Care Research Consortium (CCRC)

•An executive forum for discussing strategy, co-funding research and acting collectively on select issues

•Seventeen leading utilities

•Project examples:

— Future “customer experience”models

— Service quality regulation

— Customer outage communications

— CIS strategies

— Customer contact automation


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Technology

Regulation and Public Policy

Customer Expectations

Financial Pressures

Fuel and EnergyPrices

Load & EconomicGrowth

Demographics

AgingInfrastructure

External Industry Forces

Culture

Service Portfolio

OperatingModel

Regulation

Technology

Customer Service Model Framework

The industry’s customer service model is undergoing a transformation…


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Technology

Regulation and Public Policy

Customer Expectations

Financial Pressures

Fuel and EnergyPrices

Load & EconomicGrowth

Demographics

AgingInfrastructure

External Industry Forces

Culture

Service Portfolio

OperatingModel

Regulation

Technology

Customer Service Model Framework

… And STANDARDIZATION is a key requirement for a smooth transition

STANDARDIZATIONSTANDARDIZATION


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Collaboration & information sharing:

• Discussion & creation of best practices related to potential standards

• Providing clarity around issues/areas that lend themselves to standardization

Standards development & application:

• Opportunities to influence & encourage the industry, including vendors & suppliers, to develop or adopt a standard through templates, white papers, etc.

• Opportunities to establish a specific standard would be beneficial to the group & industry

Charter: Pursue opportunities to standardize utility policies, processes and system interoperability, in the interests of utilities, customers and partners

The CCRC is focusing on standardization through a new working group:

The Utility Standards Board


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Back-Office Order-to-Cash Processing (CIS)

Back-Office Order-to-Cash Processing (CIS)

Prioritization of Standardization Opportunities

Prioritization of Standardization Opportunities

MDM Roles and Boundaries

MDM Roles and Boundaries

Utilities Standardization Board

Topic: MDM

•R&D Working Group

•Standards Development

Utilities Standardization Board

Topic: MDM

•R&D Working Group

•Standards Development

• Opportunity to learn & collaborate on definitions & standards todrive specific dimensions of an MDM solution package

Where we started…

The focus of the USB is on issues that require action now…

• High, near-term priority for all USB members

Why Meter Data Management Standards?

TODAY

• Investigations/activities ongoing with all members

• Neither standards nor a leading solution model exist in the marketplace


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We began to focus our thinking around what we want/need to accomplish through AMI/MDM deployment…

We spoke with a number of vendors:

—Flexibility —Scalability—Innovation—Interoperability—Standardization (MDM roles and boundaries)

• Understood their different views/approaches

• Decided what we need from AMI/MDM:


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• IEC & IEEE standards have thus far focused on communication protocols… USB is focused exclusively on meter and device data processing issues

• Utility input in some working groups has been limited… USB is focused driven by leading utilities, collaborates with vendors

• USB appears to fill a niche in this regard… will quickly become a key player in helping to shape industry standards

• There is a high level of enthusiasm to partner with the USB

Other groups are working on AMI/MDM standards, but the USB appears to be unique in key respects…


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• IEEE not focused on MDM

• NAESB has formed an energy efficiency standards group; software interoperability not a strength or focus

• UCA hosts multiple “Open” standards forums relating to AMI

• Linkage to IEC/CIM standards development

• A new “Open Enterprise” group—for utilities—has been proposed, but not yet formed… would look at MDM system interfaces specifically

• USB will work closely with UCA

• IEC has published CIM Standards, and are presently working on MDM system interface interoperability standards

• Process is in its infancy; two years away from MDM software interface standards

• USB will interact with IEC through our UCA membership

• This group chiefly focused on AMI network/communications interoperability

• Forum of US utilities. USB chartered to make progress towards standardization of MDM related issues

Utility StandardsBoard

Next StepsOrganization

We considered the activities of other groups…


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We agreed to a set of MDM “Principles”…

• MDM is one of several mission critical enterprise solutions required to enable business transformation enabled by Smart Grid concepts

• MDM must serve the needs our customers, multiple business functions within the utility, and other external stakeholders

• Due to rapidly evolving business needs, technologies & standards, the need for flexibility is paramount

• Ownership & operation of the MDM should be considered at time of design

• There is both ‘value’ & ‘risk’ associated with the volumes of data that MDM generates

• Changing business requirements/technologies require us to plan for possible obsolescence of the first generation MDM solution; key in this regard will be data portability & plug & play flexibility

• MDM design standards should avoid discouraging innovation

• Because multiple data networks are likely, MDM must be designed to process data from diverse network feeds


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We then considered what ‘belongs’ in the MDM, & what’s peripheral to it…

Meter Data Management -Core Functions

Validation, Estimation, Editing

Report/Publish

Billing DeterminateCalculations

Service Points

Traffic Cop

Meter & Premise Comms

Integration

Billing Determinants

Interval Meter Reads

Outage Events

Aggregated Load

Historical Data

Customer Information

Rev Protection Incidents

Power Quality Events

Service/ Work Orders

DSM Events

Connect/ Disconnect Events

BillingSystem

Other Mission CriticalSystems

Persistent DataStore &

Versioning

OutageMgmt

Pre-Paid Metering

Load Ctrl. System(s)

WorkforceMgmt

DR Mgmt

Transformer Load Mgmt

WorkMgmt System

Connect/Disconnect

DRAnalytics

Smart GridAnalytics

Meter AssetMgmt

Customer SelfServe & CSR

Tools

Tamper & Theft

Analytics

Settlement Planning&

Analysis

Legacy Metering Systems

Networks

Advanced Metering Systems

Networks

Integration Bus


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Service Point

Traffic Cop

DataRepository

� Data gathering� Integration with legacy metering/collection systems� Two-way communication with all AMI meters

� Gatekeeper for flow of data to & from the meter (build in capability for 3rd party access)

� Integration BUS for communication to multiple AMI & AMR head endsystems with standard connectors & to the EAI upstream

� Enable streaming of 15 minute interval data (KW & kWh)� Data repository for normalized meter data (system of record)� Collector & repository for data from meters

o Loado Events

� Collect meter usage data from multiple head end AMR/AMI solutions & networks

� Validated storage – UOM� Repository for meter data� Hourly interval data available on day-after basis on all customers

� On-cycle/on-demand meter reads

� Communications devices connected to the service point � Meter configuration, i.e. Multipliers� Meter changes

� Tariff changes

� Delivery pressure (gas)� Billing schedules� On-demand meter test

� Remote connect/disconnect

We developed a list of functional requirements for the MDMS based on CURRENT industry wants/requirements…


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VEE

Report/Publish

Billing Determinants

� Publish data to support other analytic & work processing applications

� Status/exceptions reporting� Online data viewing� Allow queries to meter data

o By utility personnelo By non-utility personnel

� Calculation of billing determinants o Houro Peako Off-peako Critical peak

� Reporting of data exceptions

� High / low� Spike� Demand� Tou� TOU zero consumption� # of dials on meter

� Load factor > 100%

We developed a list of functional requirements for the MDMS based on CURRENT industry wants/requirements…(cont.)


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Integration

� Interfaces

o CAO (control area operations – basically ‘distribution control’)

o LRo Rateso CISo Etc…

� Basic logic (filter)

o Outage notificationo Service restoration

� Event� On demand

o Remote connects & disconnectso Service orders & store closure flags

o Revenue assurance� Tamper flags� Phase reporting� Theft investigation

o Energy conservation event� Provide pricing signals to the customer

We developed a list of functional requirements for the MDMS based on CURRENT industry wants/requirements…(cont.)


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HAN/Device

Comms.

Data Scalability

3rd PartyAccess

� LT MDM needs to store meter data � Data management (system size)

� Data acquisition from 3rd party certified MDMS (maybe) � LT – MDM needs to AGGREGATE meter data for the wires

company. Data may come from/through a 3rd party system

� Provide means by which retail electric provider can provide price signals to customer

� Utility may not be gatekeeper for flow of data to & from the meter

� Communication protocol with a HAN home area network connected device

� Enable ability to store attributes of devices connected to the service point

We also developed a list of functional requirements for the MDMS based on FUTURE industry wants/requirements…


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Step 2: Ongoing Operations

Building Bridges -Defining/establishing working relationships with other industry groups, reviewing existing standards, etc

Promoting Views -Researching/recommending options, preparing inaugural white paper, presenting at Smart Metering conference, etc

Initiating Interface Standards Working Team –Selecting interface(s) for standardization, reviewing existing standards, aligning group with on-going standards activities, etc

Conducting Quarterly Meetings -Identifying areas for collaboration & standardization, sharing best practices, liaising with vendors, etc

Facilitating Working Teams -Commissioning ‘Collaboration’ & ‘Standardization’ Working Teams, etc

Promoting USB Standards -Implementing Branding Plan, outreach to utilities/vendors & suppliers, presentations, collaboration with other associations, etc

Soliciting New USB Members -Preparing promotional materials, conducting membership drive, etc

Step 1: Start-up

Q4 2007 2008

We are focusing our immediate attention on “Interfaces”…


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In addition to the collaboration activities of the Leadership Team, the USB commissions focused work teams…

•Areas for potential standardization identified•Teams selected based on skill requirements•Work plan & budget for investigation established•Deliverables established

Collaboration Work TeamsAssign task force to further investigate a specific standardization

opportunity

•Teams charged with the review of/development of standards

•Teams selected based on skill requirements•Work plan & budget for developing standards•Standards developed & presented to USB for approval

Standards Work TeamsAssign task force to review and/or develop standards

Types of Deliverables

•Research Briefings

•Vendor Discovery

•Process templates

•Publications

•Approved USB Standards


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Several areas of potential focus were identified for the next stage of this initiative…

• System interoperability standards

• Official System of Record

• Data Retention

• Data Ownership

• Data Model

• Definitions & Industry Protocols

• Functional Requirements

• VEE

• Algorithms for Theft Identification

• Common Business Processes

• Regulatory Outreach


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Peter Shaw

Director

Navigant Consulting, Inc

Tel: 215.832.4429

Email: [email protected]

Contact Information

Tom Brunetto

Managing Partner

DEFG, LLC

Tel: 301.926.0198

Email: [email protected]

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