Tim JarrellAssociate Vice President

Cobb EnergyUSA

Scott SteinPrincipal ConsultantEnspiria Solutions

USA

Focus Statement

We have decided to acquire an MDMS solution, now how do we proceed to ensure we purchase what we need?

Identification of MDMS key drivers

Leverage Stakeholders throughout the process

Evaluate your current paradigms

Gain staff consensus of AMI goals

Prioritize your needs and potential phasing

Benefits enabled through MDM

Benefits accrue by

application area:

• Billing and customer service

• Billing Accuracy

• Bill Inquiry

• Move in, Move out

• Flexible rates

• Revenue Management

• Bill Validation, Estimation, Editing

• System Integrity/Energy Diversion

• System Planning andEngineering

• Virtual Metering• Peak Load Snapshots• Load Forecasts

• Transformer load management

• Outage Management• Outage Notifications• Outage Verifications• Load Transfers• Emergency & Planned Switching• Restoration Verification• Outage Frequency Reduction• Reliability Analysis & Reporting

• AMI Applications in Demand Response

• Customer enrollment and participation

• Intelligent Grid

• Adaptive, self-healing

• Optimized capacity utilization& system performance

Business Process and Technology Gaps

AMI Enabled Business Processes

� Billing

� Customer Care

� Meter operations

� Distribution operations and outage management

� Distribution planning & engineering

� Load research

� Demand response

� Ratemaking

� Energy management

� Data management (customer, meter, distribution network…)

IT Applications

� Complex billing (interval data, VEE, billing determinants, demand response…)

� Customer service (on-line presentment, peak pricing notification, HAN…)

� AMI metrics and testing (data collection, exception handling…)

� Asset management (AMI meters/modules, HAN devices, communication network equip…)

� Operational systems (DMS/OMS, Flexnet, WFMS…)

� Planning & engineering (CYME, TLM…)

� Rate analysis & design

What can an MDMS do for me?

What’s typically not part of the MDMS?

• DRMS w/predictive load shed analytics• Systems level DR event initiation• Misc. DRMS supplementary tools

• Enrollment• Marketing• Managing 3rd Party Installers

• BI Warehouse and ‘Complex’ Analytics • Energy Management Consumer Portal• Installation Management Tools• AMI Head End• AMI Network Management

Workshop goals

• Identify and capture business process needs that would be related to MDMS functionality

• Identify unique process requirements to your utility that would be related to MDMS functionality

• Capture supporting benefit case information through the discussion

• Capture potential gaps in system functionality to achieve AMI expectations

Plan your MDMS definition process

Legend:

P = Principle

S = Stakeholder

IT

Applications

IT

Infrastructure Security

Credit &

Collections

Corporate

Communications Rates

Billing

Services

Call

Center

Distribution

Operations

Field

Services

Meter

Ops

Planning

and

Engineering

MDMS Subject Area

Sample Subject Area

Business and Operational

Processes

Estimate

d

Duration

Schedule

Date

Billing Residential Rates, Estimation Routines,

billing windows, VEE, MVRS,

Demand Response Rates,

meter multipliers

2-hrs July 1st

8:30 -

11:30John Strawberry Tony Honey, Ed Kiwi

Larry Peach,

Kelly Cherry

Jeff Squash, Monica

GrapeKyle Pea, Gloria Cracker

Mary Chip,

Marie Onion

Tony Water, Gary

Wine, Renne Tea

Chip Sugar,

Tony TomatoBlake Corn Jeff Squash

Jeff Squash, Kent

Pear

Sally Ginger, Brad

Pepper, Bob Cookie

Billing C&I Rates, Estimation Routines,

billing windows, VEE, MVRS,

Demand Response Rates,

meter multipliers

1 hr

John Strawberry Tony Honey, Ed KiwiLarry Peach,

Kelly Cherry

Jeff Squash, Monica

GrapeKyle Pea, Gloria Cracker

Mary Chip,

Marie OnionGeorge Beer

Chip Sugar,

Tony TomatoBlake Corn Jeff Squash

Jeff Squash, Kent

Pear

Sally Ginger, Brad

Pepper, Bob Cookie

Exception Reporting Service Orders, billing, meter

read, usage alerts, abnormal

usage, Hi-Lo,

1.5 hrs July 1st

1:30 -4:30 Julie Orange Tony Honey, Ed KiwiLarry Peach,

Kelly Cherry

Jeff Squash, Monica

GrapeKyle Pea, Gloria Cracker

Mary Chip,

Marie Onion

Tony Water, Gary

Wine, Renne Tea,

Dawn Flour

Chip Sugar,

Tony TomatoBlake Corn Jeff Squash

Jeff Squash, Kent

Pear

Sally Ginger, Brad

Pepper, Bob Cookie

Asset Management Inventory, Premise History,

Endpoint F/W Versions,

Device Warranty

1.5 hrsJohn Strawberry, Julie

Orange, David Garlic Tony Honey, Ed Kiwi

Larry Peach,

Kelly Cherry

Jeff Squash, Monica

GrapeKyle Pea, Gloria Cracker

Mary Chip,

Marie Onion

Tony Water, Gary

Wine

Chip Sugar,

Tony TomatoBlake Corn Rich Fish

Jeff Squash, Kent

Pear

Sally Ginger, Brad

Pepper, Bob Cookie

Audit disconnect, installation, data

collection, data delivery,

data entries

1 hr July 2nd

8:00 -

11:00

Julie Orange, Liz Olive Tony Honey, Ed KiwiLarry Peach,

Kelly Cherry

Jeff Squash, Monica

GrapeKyle Pea, Gloria Cracker

Mary Chip,

Marie Onion

Renne Tea, Jan

Bread

Chip Sugar,

Tony TomatoBlake Corn Rich Fish

Jeff Squash, Kent

Pear

Sally Ginger, Brad

Pepper, Bob Cookie

Customer Service On-demand, disconnect/re-

connect, power outage, hard

or soft closes

2 hrs

Brad Pepper, Julie

Orange, Chuck SaltTony Honey, Ed Kiwi

Larry Peach,

Kelly Cherry,

Brad Pepper

Jeff Squash, Monica

GrapeKyle Pea, Gloria Cracker

Mary Chip,

Marie Onion

Tony Water, Gary

Wine, Renne Tea

Chip Sugar,

Tony TomatoBlake Corn Rich Fish

Jeff Squash, Kent

Pear

Sally Ginger, Brad

Pepper, Bob Cookie

Outage

Management

Outage alerts, filters,

instantaneous, bellwether,

restoration

1.5 hrs July 2nd

1:00 - 4:30 Brad Pepper, Julie

Orange, Chuck SaltSally Ginger, Brad Pepper

Brad Pepper,

Sally Ginger

Jeff Squash, Monica

GrapeKyle Pea, Gloria Cracker

Mary Chip,

Marie Onion

Chip Sugar,

Tony TomatoBlake Corn Rich Fish

Jeff Squash, Kent

Pear

Sally Ginger, Brad

Pepper, Bob Cookie

Planning and

Engineering

Usage aggregation, multi-

channel load, voltage, power

quality

1 hr

Sally Ginger, Blake Corn Sally Ginger, Brad Pepper

Brad Pepper,

Sally Ginger,

Blake Corn

Jeff Squash, Monica

GrapeKyle Pea, Gloria Cracker

Mary Chip,

Marie Onion

Chip Sugar,

Tony TomatoBlake Corn Rich Fish

Jeff Squash, Kent

Pear

Sally Ginger, Brad

Pepper, Bob Cookie

Load Research Load profiles by various

classes

1 hr

Blake Corn Sally Ginger, Brad Pepper

Brad Pepper,

Sally Ginger,

Blake Corn

Jeff Squash, Monica

GrapeKyle Pea, Gloria Cracker

Mary Chip,

Marie Onion

Tony Water, Gary

Wine, Renne Tea

Chip Sugar,

Tony TomatoBlake Corn Rich Fish

Jeff Squash, Kent

Pear

Sally Ginger, Brad

Pepper, Bob Cookie

Requirements Register for Evaluation

Utility Data Systems Architecture RequirementsCategory Business Requirement Requirement Description

Data

Management

Hourly consumption by consumer (kwh) Upload and storage of interval load dataVEE of interval load dataTOU billing determinants

Data

Management

Direct load control switches by consumers Customer initated load control signalSystem executed load control signalSystem verification of Load Control execution

Data

Management

Home Area Network (HAN) activation status IHD pairing and device management

Demand

Response

Cobb EMC cycles load through 40,000 load control switches. Direct load control switches will have two way

communications. These switches will receive control commands though FlexServer and will send back the status changes.

System initated load control signalSystem executed load control signalSystem verification of Load Control executionSystem M&V of load drop via interval data

Demand

Response

Reporting - Cobb EMC will provide the number, percentage of consumers and the magnitude of total load in its service

territory served by HAN and load management program

IHD device management

Demand

Response

Measure and analyze the amount of load reduced during critical peak hours and on-peak hours Historical Usage DataDaily / Interval VEESystem M&V of load drop via interval data

Distributed

Generation

Ability to connect, monitor and manage DER (Distribution Energy Resources). Upload and storage of multi-channel interval dataBi-directional and net power flow measurementsVirtual (summing) meteringDistribution System Power Flow modelingDistribution Management control signaling

In Home Customers will be able to go on-line and receive detailed information regarding their hourly and daily use, as well as their

savings toward electric costs.

Daily / Interval VEEDaily/Interval data storageCustomer presentmentTranslation of usage information to bill-to-date cost estimates for presentment to the customer

In Home Working couples will be able to sign up for outage notifications that can be sent by phone or to their electronic devices. Threshold monitoring & on-event notificationCustomer presentment and notification

In Home The consumers on critical peak pricing (CPP) and time of use (TOU) rate structures will be offered a home display device.

This home display device will indicate the peaking time intervals, the cost of power and other messages to engage the

consumers in energy conservation.

Daily / Interval VEECustomer presentmentTranslation of usage information to bill-to-date cost estimates for presentment to the customerIHD pairing and device managementIHD capability to apply rate to usage

In Home A day ahead of possible peaking prices, Consumers will be notified via internet and via their choice of e-mail, text

messages or an automated phone call. Consumers will be notified again an hour ahead of actual peaking prices.

Customer presentment and event notification

In Home Consumers who voluntarily would like to replace their thermostats with home area network capabilities will be given

authenticated secure web portal access to manage their energy usage over the internet.

Daily / Interval VEECustomer presentmentTranslation of usage information to bill-to-date cost estimates

Sample use case assessment

� Customer Benefit

� Final, non-estimated move-out bill based on date specified by customer

� Accurate move-in bill based on date specified by customer

� Reduction in unaccounted for electricity (UFE)

� How it works

� Collect AMI Meter read on move-out date for closing bill

� If move-in is not registered for the same day:

� Remote disconnect of premise OR

� Virtual disconnect of premise

� Mark premise as inactive

� Monitor daily reads & alerts when excessive usage is detected

� Send notice to premise requesting account registration

� When move-in is registered

� Remote reconnect premise

� Collect AMI Meter read on move-in date for opening billing read

� Use vacancy monitoring to determine back dues if applicable

� Operational Benefit

� Reduction in UFE

� Reduction in labor associated with special meter reads or with physical disconnect of vacated premise

System Context Diagram

Additional Considerations to Discuss

• Demand Response: New technology in standalone DRMS• System of record for in-home device pairing• Predictive demand response load shed analytics• Consumer portal

• Business Intelligence: New drivers for standalone BI• Expansive load research analytics• Proactive Cap-Ex project funding and prioritization analytics

• CIM, MultiSpeak and MDUS Integration Standards• CIM IEC and MultiSpeak are now working together• MDUS is an SAP specific integration standard

• ESB and SOA Technologies: • Could have impact to MDMS functionality and services

Defining MDMS AMI Roadmap

• Allow for Vendor Selection – 9-months

• Allow for Integration Design:

• 12-15 months for initial “meter-to-cash”

• Additional 6 month cycles for average phased approach

• Define IT architectural approach with an MDMS

• SOR (system of record) definitions for the enterprise

• Best source/path for BI, consumer portal, other data management

• Impact to other IT projects

• Budget appropriately for MDMS solution purchase and additional hidden costs

• Oracle or SQL licensing

• Integration SI design, configuration, SOA development, test and implementation

• Impact to personnel resources

Organizing Business Release Phases

• Supporting Pre-Deployment or Pilot

• What are the goals of Pre-Deployment? What’s in a name?

• Pilot? Proof of Technology? Proof of Business Case/Regulatory Requirements? Phase 0? Phase 1? Demonstration? FAT? SAT?

• Preparing for a full-scale AMI deployment

• Running and maintaining the AMI deployment

• Realizing additional AMI benefits

• Enabling AMI business transformation

Summary

• Define your MDMS business drivers under a structured approach

• Identify and include your organizational stakeholders to access their knowledge and garner support

• Re-evaluate and solidify your architectural roadmap

JB

Q&A