Utility Standards Board Driving Standardization in Meter ... · The Customer Care Research...
Transcript of 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
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]