The Move to Operational Smart Metering v4 Move to... · The Move to Operational Smart Metering March 22 –25 ... • Just a small percentage of smart metering benefits can be attained

The Move toOperational Smart Metering

March 22 25, 2009 Miami, FL, USA 1March 22 25, 2009 Miami, FL, USA

Meir Shargal, Principal,Capgemini, Texas, US

Workshop Narrative Five years ago it was reasonable to think of a meter as purely part of the utilitys cash

register - the front end sensor that provided the information required to create a bill

Today utilities are looking to use the meter as a key sensor and control in the next generation smart grid.

Monitor the health of the network,

Manage power flow to homes and businesses

Help customers use power more wisely

Operational Smart Metering (OSM) is the next step in metering Receive alarms and alerts from the meters without having to poll them in near real time.

Allows the meter to store far more information that might be required on a daily basis, so the utilitys engineering team can pull data to analyze events after the fact with far more detail

March 22 25, 2009 Miami, FL, USA 2

team can pull data to analyze events after the fact with far more detail

OSM forms the core for the next generation smart grid and their new utility operating model

To support the future requirements (outage, collections, disconnects, direct load control, power quality monitoring, harmonics management, smart home gateway, etc.) - not only the technology have to change, the organization in the utility have to change to support these increased requirements.

More than 80 processes in the typical utility have been identified as being impacted by OSM

OSM will play a key role in providing intelligence and switching on the grid.

Just a small percentage of smart metering benefits can be attained with out addressing operational smart metering.

What We Are Going to Cover?

Capgemini

The Energy Situation

Scope of the Study

Ecosystem / Core Concept

Billing vs. Operational Metering

Meter History

Major Solution Components

Sample Solution Architecture

Impacted Processes

Capital Investment

Business Case Framework

Business Case Methodology

Cost (Reference and Investment Case)

Benefit Analysis

First Session Second Session


Major Solution Components

Gateways Scenarios

The French and the Nederland Approach

Future Grid Principals / Characteristics

Capability Analysis

What Does it Means (Meter, Systems)

Conceptual Architecture

Benefit Analysis

Maturity Framework

Transformation Success

How to Start a Program

Roadmap / Transformation Map

Capgemini Approach

Capgemini is One of the Worlds Largest Management and IT Consulting Firms

Revenue and personnel

7.7 billion

Over 75,000 Professionals

More than 300 offices in 30 countries

Geographic revenue distribution

77% Europe

22% North America

1% Asia

12%

11%

28%

27%

15%

Financial Services

Energy, Utilities and Chemicals

Telecom, Media, Transportation,

Other

Public Sector, Healthcare

Manufacturing, Retail & Dist

Industry revenue distribution

Other 7%


Annual results 2008

Business Mix

ConsultingServices13%

OutsourcingServices38%

TechnologyServices33%

Local Professional Services16%

Outsourcing

Consulting

Technology

ProfessionalServices

Transformation Consulting

Customer Relationship Management

Supply Chain Mgmt

Finance Transformation

Architecture & Infrastructure Services

Package Implementation

Application Development & Integration

Applications Management

Infrastructure Management

Business Process Outsourcing

Local IT Services (Staff Augmentation)

Hardware and Network Management

Our Services

A Few Facts

U.S. electricity demand growing 1.5 3.0 % annually

Invest $900B in Generation, Transmission & Distribution by 2020

U.S. needs 50,000 Mw of new generation by 2014 and 258,000 Mw (40% increase) by 2030

Less than half of this is currently planned

U.S. electricity prices will rise "fairly dramatically" over the next 3 to 5 years as rate caps put in place during an earlier wave of utility mergers expire

30 50% in the Northeast


30 50% in the Northeast

U.S. produce ~20% of the worlds greenhouse gases and the electric utilities produce 40 percent of that (8% of the world's greenhouse gases)

Foreign governments are demanding the U.S. reduce its production of such gases

Most practical way for utilities to add generation is to build coal- fired plants

It is Not realistic to think that we can build enough coal-fired plants to keep up with surging U.S. electrical demand given the rising opposition to global warming.

It is a very daunting task to reduce C02 while increasing generation capacity

Fact: World Population is Growing Exponentially Causing the World Energy Consumption to Increase

90% of fossil

Rnv Energy

Nuclear

Natural gas

Oil

Coal

Millions of ton

(1 Million tones oil = 11.6

MWh


90% of fossil energy

Millions of ton

(1 Million tones oil = 11.6

According to the World Energy Council To provide a reasonable quality of life for all people we will need 33 TW of power by 2050. That is:- 500 Million barrels of oil a day- Globally 18,500 additional 1 GW generation plants by 2050 = 1.3 plants a day

Source : IEA, Mai 2007

Fact: CO2 is a Major Concern In the Electric Power Industry

2,000

2,500

3,000

3,500 Residential Commercial Industrial

Transportation Electric Power

History Projections

Million Metric Tons


0

500

1,000

1,500

1990 2000 2010 2020 2030

Million Metric Tons

Recent and Projected Growth in U.S. GHG Emissions is Concentrated In the Transportation and Electric Power

Fact: Worlds Proven Oil Reserves is Limited, But World Consumption Continues to Grow

1200 billion barrels + 600 billion barrels (to extract from tar sands in Canada and Venezuela)


With a world oil consumption growth of 1% per year the oil reserves will be exhausted in less than 40 Years

Source : BP Statistical Review of World Energy 2007

Fact: Energy Consuming Devices in the Home have been grown over the last decades

Device 1980 Energy Star

Device 1980 Energy Star Device 1980 Energy Star

Refrigerators Yes Radio No Computer Monitor No No

Incandescent Yes Jacuzzi No Large Screen TV No No

Fluorescent Yes Television sets No Digital Camera No No

Pool heaters Yes Sewing Machine No Dehumidifier No No

Dishwashers Yes Water Bed No Microwave No No

Room A/C Yes Stereo No Clock Radio No No

Freezers Yes Vacuum No Hot Glue No No

Water (tank) heaters

Yes Water (tank less) Heater

No Garage Door Opener

No No


heaters Heater Opener

Cook tops/ovens Yes Water Pump No Trash Compactor No No

Clothes washers Yes Hair Dryer No Cable box No No

Clothes dryers Yes Ceiling Fan No Broadband No No

Central A/C No Electric Furnace No Portable Phones No No

DIY Tools No VCR No No Fax Machines No No

Toaster Oven No Portable Heater No No Ice Cream Maker No No

Coffer Maker No DVD No No Game Console No No

Electric Kettle No Computer No No Printer No No

Toaster No Laptop No No Home Security No No

Electric Blanket No MP3/Game Player No No Cellular Phone No No

Clothes Iron No Juicer No No Answering Machine No No

Thats Leads to an Energy Supply and Demand Dilemma

Many parts of the world are seeing their peak margin (reserve) disappear with a robust economy and residential demand for more power

Residential customers are buying ever more TVs and other gadgets that required energy, homes are getting larger, we want a more controlled environment.

Many parts of the world are trying to reduce carbon and other emissions into the environment

The last 10% of generation used in a peak situation can generate 30% or more of the emissions


The ability to build more infrastructure is limited by law, environmental concerns and public opinion

New power plants can take a decade or more to complete from the opening discussion given permit and hearing requirements

Many old plants, built after World War II are now nearing the end of their useful life span, even with the excellent maintenance that they have had

Gas fired plants, the rage in the 1990s are too expensive to run, except at peak times

so, What is the Answer?

Scope of The Study

30 Utilities in North America, Europe, Australia, and Asia

More than 70 Million meters deployed or planed

Mix of Billing and Operational Metering

Network technology included Mesh, RF, Cellular, PLC, and DLC


Network technology included Mesh, RF, Cellular, PLC, and DLC

Smart Metering: The Ecosystem

Advanced Metering Infrastructure (AMI)

Meter Data Management

Meters

Advanced Meters

Wide Area Network (WAN)

Advanced Metering Control Computer (AMCC)

Local Areas Network (LAN)

Collector

AMRC


Monitors, In-Home Displays

Third Parties

Retailers, Energy Service Companies

Customer Information& Billing Systems

Meter DataRepository

Meter Data Management System (MDMS)

Wide Area Network (WAN)

Smart Grid: The Core Concept

OBJECTIVES & CONSTRAINTS

DATA, TRIG

GERS, FLAGS ETC.

1 Day

1 Month

1 Hour

Interrelated Own

Cycles / Loops

Number

100s

Create One View of the World

Smart Grid Dashboard

1

OFFICECentra

lVIRTUAL GENERATIO

N



DATA, TRIG

GERS, FLAGS ETC.

1 Min

1 Sec

1 mS

Number

1,000,000s

1,000s

ASSETS

Distrib

uted

VIRTUAL GENERATIO

N

Billing vs. Operational Metering

Feature Billing Meter Operations Meter

Usage / Demand R R

Data Storage R O

Fixed Network O R

Power Quality O R

Near Real-Time O R

Outage / Restoration O R


Outage / Restoration O R

Remote Disconnect O O

Exception Report O R

Two Way O R

Downstream Device O R

Typical Price ~ 60 $ ~ 100+ $

R = Required O = Optional

The History of the Major Smart Meter System Components

The Meter

Measurement Instrument

1900 to 1990The Meter


Communications Card


Communications Card

Home Area Network


1900 to 19901990 to 2005

The Meter

Disconnect - Limiter

2006 - ?

Information Collected from the Meter

Month(s) Collections

Rate Cases

Tariff Design

Week(s) Billing

1900 to 1990

Month(s) Collections

Rate Cases

Tariff Design

Week(s) Billing

1990 to 2005

Rate Cases

Tariff Design

Long-Term Forecasting

Billing

Meter Reading

GIS - Connectivity/Locations

CollectionsODS /

Month(s)

Week(s)


1900 to 1990 1990 to 2005 Wholesale SettlementTOU Billing

Load Scheduling

Curtailment Planning

Automatic Shutoff

Theft

Real-Time Pricing

Closing Verification

ODS /

MDMS

Day(s)

Hours

10s of

2006 to ?

Data Available in the Meter

Rate Cases

Tariff Design


Billing

Meter Reading


Month(s)

Week(s)

Theory

Maintenance Planning

Design Standards

Rate Cases

Tariff Design


IEEE Indices

Billing

Meter Reading

Simulation


Collections

Asset Loading

Wholesale Settlement

TOU Billing

Vegetation Management

Load Scheduling

ODS /

MDMS

Month(s)

Week(s)

Day(s)


Collections

Wholesale Settlement

TOU Billing

Load Scheduling


Automatic Shutoff

Theft

Real-Time Pricing


ODS /

MDMS

Day(s)

Hours

10s of

Practice

Load Scheduling


Automatic Shutoff

Dispatch

Theft

Real-Time Pricing


RTO Forecasting

Service Verification

Power Quality

Asset Monitoring

Site/Line Status

Remote Disconnect

On Demand / Call Center

System Security

Outage

Restoration

System Protection

Event

Manager

Seconds

Hours

10s of

Minutes

Minutes

Most utilities use less than 50% of the data that is available

Major Smart Meter System Components


Communications Card

Home Area Network


Collector

WAN Connector

Event Manager

MDMS


The Home

The Meter

Home Gateway

In Home Display/Portal

Controllers

The Concentrator

Collector

Short Term Storage

WAN Connector

Central Office

MDMS

Operator Consoles

Portal

Market Simulator

Scenario A: The Meter as Gateway

Private Fixed NetworksWAN/LAN

Meter

2-way

T24 PCT

RDS/FM or pager broadcast(disabled when utility network operational)

1-way

Interval energy Time Billing start time Peak power Messages Acknowledgements Price signals Reliability signals

Third-Party Provider

Utility Owned


Consumer Owned

Appliance

Sub-meter

Display Devices

1.e.g., 802.11b, proven mesh LAN protocol, etc.

2-wayRF-TX1

Utility Owned

Scenario B: Evolution to Multiple Gateway Model

Private Fixed NetworksWAN/LAN

Anyintervalmeteror

PSTN/DSL/Cable/SatelliteWAN/LAN

2-way2-way

Any gateway (protocol xfr)Special boxInternet modem

HAN ProtocolsZigbeeZ-waveInsteonWi-FiEIA709

2-wayT24 PCT

RDS/FM or pager broadcast

1-way

2-way






2-way


Utility Owned

Consumer Owned

orpole-topcollector

Internet modemRouterMedia PCSecurity panel ..

EIA709HomePlugBluetooth

2-way

HAN access using expansion port

Sub-meter

Appliances

Display Devices

1.e.g., 802.11b, proven mesh LAN protocol, etc.

2.To be determined

3.Up to 45 active protocols worldwide

Broadband TV, music

2-way

2-way

RF-TX1

PLC-TX

and/or

2-way

2-way

Scenario C: 3rd Party Communication Channel/Gateways Only

Private Fixed Networks2

WAN/LAN

PSTN/DSL/Cable/SatelliteWAN/LAN

2-way

2-way

Any gateway (protocol xfr)Special box

HAN ProtocolsZigbeeZ-waveInsteonWi-FiEIA709

2-wayT24 PCT

RDS/FM or pager broadcast

1-way

2-way






Utility.com


Utility Owned

Consumer Owned

Anyintervalmeter

Special boxInternet modemRouterMedia PCSecurity panel ..

EIA709HomePlugBluetooth

2-way

HAN access using expansion port

Other

Appliances

Display Devices

1.Utility information to/from utility network

2.Up to 45 active protocols worldwide

Broadband TV, music

2-way

2-way

French Approach

The Meter


Home Area Network


Communications Card EDF has decided to split the meter

Create a distribution meter and a retail access box


Energy Box

The Home

Communications Card

Home Gateway


Controllers

Netherlands Approach

Utilities and retailers are determined to provide a single standard for communications to the meters, with access for both retailers and distribution companies


P3-Communications Card

P1-Home Area Network


P2-Other Meters


The Home

The Meter

Home Gateway


Controllers

Duke Approach


Future Grid Principals / Characteristics (1)

Principal / Characteristics Requirements

Self Restoring Efficient asset management System wide remote control

Knowledge of how to adapt to failures

Resists Attack Network management and operation control Automatic recovery from disruptions

No single point of failure

Supports Distributed Generation

Micro-generation opportunities

Local energy management

Efficient management of cross border and transit network congestion

Improving the long-distance transport and integration of renewable energy sources


Improving the long-distance transport and integration of renewable energy sources

Supports Renewable Energy Sources

Losses and emissions reduction

Integration within power networks

Renewal of the existing power-plants - efficiency improvements

Optimizing visual impact and land-use

Supports Demand Management

Increase the interest in electricity market opportunities by providing value added services

Increase social responsibility and sustainability

Lower electricity prices

Develop strategies for local demand

Modulation and load control

Continuing development and harmonization of policies and regulatory frameworks

Future Grid Principals / Characteristics (2)

Principal / Characteristics Requirements

Provides For Power Quality Increasing the degree of automation

Efficient investment in ageing infrastructure

Reduce electricity losses

Provides Security of Supply Flexible storage

Increase network and generation capacity

Strengthening European security of supply through enhanced transfer capabilities

Supports Lower Operation Costs

Increasing the degree of automation

Maintenance being done on an as-recognized basis


Costs Maintenance being done on an as-recognized basis

Minimizes Technical Losses Deploy new equipment and capabilities without having to completely redeploy or replace existing technologies or to do a wholesale system hardware upgrade

Adapt to changing conditions and needs over time, so that as the needs of customers evolve, so does the grid

Minimizes Manual Maintenance and Intervention

Minimize the duration and severity of the failure

Application that able monitor, manage and act on different situation

Capabilities Analysis

Old Billing Meter

SmartBilling Meter

Smart Operational Meter

Disconnect Switch

Demand Response

HomeArea Network

Meter reading X X X

Net metering X X X

Non-technical losses X X

Vegetation management X X

IEEE Outage indices X X

Tariff Design X X

Rate Case Support X X


Rate Case Support X X

Critical & Complex Tariff Design X X

Cross subsidation X X

Investment decision support X X

Customer segmentation X X

Prepayment X X

Time of use pricing X X

Critical peak pricing X X

Real time pricing X

Bill - paycheck matching X X


Old Billing Meter

SmartBilling Meter


Disconnect Switch

Demand Response

HomeArea Network

Customer Advisory X X

Load Forecasting X X

Simulation X X

Asset Load Analysis X X

Load Scheduling X X

Curtailment Planning X X

Planned outage scheduling X X


Planned outage scheduling X X

Design standards X X

Maintenance standards X X

Rebuild cycle X X

Replacement planning X X

Net and Gross Generation monitoring X X

Connectivity Validation X

Closing Verification X

Geo-location X


Old Billing Meter

SmartBilling Meter


Disconnect Switch

Demand Response

HomeArea Network

Power Quality monitoring X

Asset load monitoring X

Phase balancing X

Load balancing X

Work Dispatch improvement X

Order completion automation X

Site/line status X


Site/line status X

Call Center unloading X

Restoration Verification X

Distribution SCADA X

System security X

Outage notification X

Islanding verfication for DG X

Distributed Capacitor Bank mgmt X

Field worker data access X

Remote disconnect X X


Old Billing Meter

SmartBilling Meter


Disconnect Switch

Demand Response

HomeArea Network

Customer price display X X

Remote issue validation X

Customer dispute management X

Outbound customer issue notification X

Feeder ratings X

Leak detection X

Battery management X


Battery management X

Automation of emergency response X

System protection X X X

Flood prevention X

Gas leak isolation X

Pressure management X X X

Selective load management X X

Demand Side Management X X

Direct load control X X

Real-time customer information X


Old Billing Meter

SmartBilling Meter


Disconnect Switch

Demand Response

HomeArea Network

Storage fill/draw management X

Plug in hybrid mgmt X

Small fossil source mgmt X

Appliance monitoring X

Home security monitoring X

Home control gateway X

Medical equipment monitoring X


Medical equipment monitoring X

Capabilities, Communication Infrastructure and Equipment/Technology have to match for the solution to work, they all dependent on each other

Capabilities are determined prior to deployment

Communications Infrastructure drives latency and bandwidth

Equipment/Technology drives features

What Does this Mean to the Meter?

Firewalls in the meters and the collectors security becomes important

Ability to install new firmware remotely with very high take rate

Improved sensors in the meters voltage, VARS, outage counters, quadrant in the residential meter

Measured not inferred

Probably 2 levels of residential instruments a high end SCADA meter and a lower quality main population meter

Distributed Generation interface built into the meter including islanding


Distributed Generation interface built into the meter including islanding

Integrated disconnect

Integrated home area networks

Integrated high quality antennas

Autonomous alerts and alarming

Strong self check capability

and to the Systems?

Data passed through the system in seconds not held in the collector or meter

Assured round trip times for requests

Smart use of bandwidth

Path and communications monitoring and management alarms for lost path

Ability to associate each meter at all times to a path in the system and to allow a single outbound interface to ALL meters


to allow a single outbound interface to ALL meters

Ability to manage SCADA meters (0.05 to 1% of the population)

Data push from the head ends to operational systems (e.g. outage, etc) automatically

Conceptual Architecture

Data Standards

Common Information Model Multi-Speak

Data Management

Storage Routing / Integration Events

Knowledge Continuum

Operational/Analytical Front Office Back Office


Grid Hardware

Load Management Control Alarm Notification

Distributed Rescores Revenue Metering Protection

Communication Backbone

Networks Transport - Wired Transport - Wireless

(CIM) for UtilitiesMulti-Speak

Grid Hardware: Load Management

Data Standards


Data Management


Knowledge Continuum


Second Generation Remote Load Control Devices

Appliance Reporting

Device to Manage Load Shapes -Remote Control


Grid Hardware





(CIM) for UtilitiesMulti-SpeakRemote Control

Intelligent Building

Load Management

Grid Hardware: Control

Data Standards


Data Management


Knowledge Continuum


Regulators - Power Flow

Capacitor Bank Remote Operators

Management of Supply Remote

Broadband over Power Line

SCADA Network Penetration


Grid Hardware






SCADA Network Penetration

Capacitors Switched

Control

Grid Hardware: Alarm Notification

Data Standards


Data Management


Knowledge Continuum


Fault Anticipators

Device - Self Reporting

Fault Detecting and Reporting

Sensors Wireline, Wireless

Auto Sensing Voltage Sag Correctors


Grid Hardware






Correctors

Auto Sensing Grid Segmentation

Alarm Notification

Grid Hardware: Distributed Resources

Data Standards


Data Management


Knowledge Continuum


Distributed Resource Interconnection

Low cost DG Interconnect Kit


Grid Hardware






Low cost DG Interconnect Kit

Distributed Resources

Grid Hardware: Revenue Metering

Data Standards


Data Management


Knowledge Continuum


Smart Metering - Fixed Read System, Fixed Network, Networked, Broadband

Metering - Two Way, Pre Paid


Grid Hardware






Revenue Metering

Grid Hardware: Protection

Data Standards


Data Management


Knowledge Continuum


Capacitor Protection

Circuit Breakers for Feeders w/Automatic Sensing & Re-closing

Re-closer, Single Phase


Grid Hardware






Re-closer, Single Phase

Protection

Communication Backbone: Networks

Data Standards


Data Management


Knowledge Continuum


WAN: Wide Area Network

MAN: Metropolitan Area Network

LAN: Local Area Network

VAN: Vehicle Area Network


Grid Hardware






Networks

Communication Backbone: Transport - Wire

Data Standards


Data Management


Knowledge Continuum

Operational/Analytical Front Office Back Office POTS (Plain Old Telephone System)

PSTN (Public Switch Telephone Network)

DSL (Digital Subscriber Line)

Fiber Optic

PLC (Power Line Carrier)


Grid Hardware






Transport - Wire

Communication Backbone: Transport - Wireless

Data Standards


Data Management


Knowledge Continuum


Mobile Radio (RF) 800/900 Mhz Bands

Cellular Technologies (GSM/GPRS)

Wireless LAN (WiFi)

Wireless WAN (WiMAX)

ZigBee

Free Space Optical (FSO)


Grid Hardware






Transport - Wireless

Communication Backbone Options (1)

Standard / Technology Data Transport Method Data Communication Network

Plain Old Telephone / Public Switched Telephone Network (PSTN) Wired LAN, MAN, WAN

Digital Subscriber Line (DSL) Wired LAN, MAN, WAN

Fiber Optics Wired LAN, MAN, WAN

Power line Carrier (PLC) Wired LFN

Broadband over Power line (BPL) Wired LFN, MAN, WAN

Radio Frequency (RF) 800 Mhz Trunk Radio Wireless MAN, WAN

Radio Frequency (RF) 900 Mhz Conventional Radio Wireless MAN, WAN

Cellular GRPS/GSM Wireless MAN, WAN

Wireless LAN (WiFi) 1 Watt RMS WiFi Wireless HAN

Wireless WAN (WiMAX) 700 Mhz WiMax Wireless LFN, LAN, MAN, WAN, VAN


Wireless WAN (WiMAX) 700 Mhz WiMax Wireless LFN, LAN, MAN, WAN, VAN

Wireless WAN (WiMAX) 2/5 Ghz WiMax Wireless LFN, LAN, MAN, WAN, VAN

Low Watt ZigBee Wireless HAN

Free Space Optical (FSO) Laser Wireless MAN, WAN

Multi-channel Multi-point Distribution System (MMDS) 2.6 Ghz Wireless MAN, WAN

Satellites Wireless WAN

IPv6 over Low power Wireless Personal Area Networks (6LoWPAN) Wireless HAN

Zwave Wireless HAN

X-10 Wireless HAN

Home Plug Wired HAN

Home PNA (Home Phoneline Networking Alliance) Wired HAN

Universal Powerline Bus (UPB) Wired HAN

Communication Backbone Options (2)

WiMax

Sp

eed

(M

issio

n C

riti

cal

Perf

orm

an

ce o

f N

etw

ork

)

1 Mbps

10 Mbps

100 Mbps

BPL

Ultra Wideband for short range Personal Area

Networks PANs

AMI Backhaul Data Rate

Requirements

Campus-Wide HAN Solution

Data


Sp

eed

(M

issio

n C

riti

cal

Perf

orm

an

ce o

f N

etw

ork

)

Range (Distance Between Nodes)

10 M 100 M 1 Km 10 Km

10,000 Kbps

Aclara/HuntTraditional PLC

iPLC

Fixed RF

Ce

llu

lar

AMI Endpoint Data Rate

Requirements

Data Requirements

Adapted from Donnell Research

100 Km

Impact of Weather and Natural Environment

Heavy Rain

Heavy Wind

Lightning Solar Ice Storms

Snow Storms

Heavy Smoke (Fog)

Earth Quakes

Trees Power Outages

Civil Emer

Total

Power line Carrier 1 3 3 2 4 1 1 2 1 1 1 20

Broadband over Power line 1 3 3 2 4 1 1 2 1 4 1 23

Low Watt ZigBee 1 1 2 2 2 4 1 1 2 4 1 21

1 Watt RMS WiFi 1 1 2 2 3 2 1 1 3 2 1 19

GRPS/GSM 1 1 2 2 4 2 1 4 3 4 4 28

700 Mhz WiMax 1 1 2 2 3 2 1 1 1 3 3 20

2/5 Ghz WiMax 1 1 2 2 3 2 1 1 3 3 3 22

800 Mhz Trunk Radio 1 1 2 2 1 1 1 1 2 2 1 15

900 Mhz Conventional Radio 1 1 2 2 1 1 1 1 2 2 1 15


900 Mhz Conventional Radio 1 1 2 2 1 1 1 1 2 2 1 15

2.6 Ghz MMDS Wireless 1 1 2 2 2 1 1 4 4 4 3 25

Satellites 3 2 1 3 3 3 1 4 2 2 3 27

Free Space Optical (Laser) 3 3 3 2 3 3 4 4 4 2 1 32

Plain Old Telephone 2 1 2 1 2 2 1 3 1 2 4 21

Digital Subscriber Line 1 1 1 1 2 1 1 3 1 3 2 17

Fiber Optics 1 1 2 1 1 1 1 3 3 1 2 17

4 = High Impact (Failure)

3 = Med Impact (Partial)

2 = Low Impact

1 = No Impact

Characteristics

Latency Reliability Cost Maturity Maintenance Resiliency Total Setting

Power line Carrier 4 4 3 1 1 4 17 E

Broadband over Power line 3 4 4 2 4 3 20 B

Low Watt ZigBee 3 2 1 1 1 2 10 B, C

1 Watt RMS WiFi 2 3 1 1 1 2 10 A

GRPS/GSM 4 2 4 1 3 2 16 E

700 Mhz WiMax 2 2 2 3 2 3 14 A, B, C

2/5 Ghz WiMax 2 6 1 4 3 2 18 B, C, D

800 Mhz Trunk Radio 3 3 3 3 4 3 19 A, B, C

900 Mhz Conventional Radio 3 3 3 3 4 3 19 A, B, C

2.6 Ghz MMDS Wireless 2 2 1 3 2 3 13 C, D


2.6 Ghz MMDS Wireless 2 2 1 3 2 3 13 C, D

Satellites 4 3 3 3 4 4 21 D

Free Space Optical (Laser) 1 3 3 3 3 3 16 A, B, C

Plain Old Telephone 2 2 4 1 2 2 13 E

Digital Subscriber Line 2 2 2 3 3 2 14 A, B, C

Fiber Optics 1 1 4 1 2 1 10 E

6 = To New

5 = Not Applicable

4 = Poor

3 = Good

2 = Better

1 = Best

A = Mega Urban

B = Urban

C = Suburban

B = Rural

E = All

Deployment

Mega Urban

Urban Suburban Rural WAN Total

Mega Urban

Urban Suburban Rural MAN Total

Power line Carrier 4 4 4 3 15 4 4 4 4 16

Broadband over Power line 3 4 4 5 16 5 5 5 5 20

Low Watt ZigBee 5 5 5 5 20 2 3 3 4 12

1 Watt RMS WiFi 5 5 5 5 20 3 3 4 5 15

GRPS/GSM 3 3 3 4 13 5 5 5 5 20

700 Mhz WiMax 2 2 2 3 9 3 3 2 2 10

2/5 Ghz WiMax 4 3 2 2 11 4 2 2 2 10

800 Mhz Trunk Radio 4 3 2 2 11 4 3 2 2 11

900 Mhz Conventional Radio 3 2 2 3 10 5 5 5 5 20


2.6 Ghz MMDS Wireless 5 5 5 3 18 5 5 2 1 13

Satellites 4 3 3 2 12 5 5 5 5 20

Free Space Optical (Laser) 5 5 5 5 20 3 5 5 5 18

Plain Old Telephone 3 3 3 3 12 3 3 3 3 12

Digital Subscriber Line 3 3 3 5 14 2 2 2 5 11

Fiber Optics 1 1 1 1 4 1 1 1 1 4

6 = To New

5 = Not Applicable

4 = Poor

3 = Good

2 = Better

1 = Best

Data Standards

Data Standards


Data Management


Knowledge Continuum


Data Standards


Grid Hardware






IEC 61968: Common Information Model (CIM)

Multi-Speak 3.0: Interface and Messaging standards

IEC 62056: Device Communication Standards

IEC 61850: Substation Communications

IEC 61334: Power Line Communications Standards

DLMS/COSEM: as the new smart metering standard?

Data Management: Storage

Data Standards


Data Management


Knowledge Continuum


Storage

Exponential growth of data volumes


Grid Hardware






Exponential growth of data volumes

Increased demand to structure, architect and store massive amounts of data for fast and real time access to users

High emphasis on data quality, accuracy, and availability

Need to explore data appliance technologies

Data Management: Routing / Integration

Data Standards


Data Management


Knowledge Continuum


Routing/Integration

Enterprise Approach To Integration


Grid Hardware





(CIM) for UtilitiesMulti-Speak Enterprise Approach To Integration

Leverage Enterprise Information Management (EIM) framework, Enterprise Service Bus (ESB), and relevant semantic model such as CIM

Full integration at both real-time and historical timeframes across the Enterprise

Data Management: Events

Data Standards


Data Management


Knowledge Continuum


Appropriate triggers, alarms and notifications

Events


Grid Hardware





(CIM) for UtilitiesMulti-Speak Appropriate triggers, alarms and notifications

corresponding to the events should be incorporated into the data management aspects

User interface applications may be necessary to monitor and modify the business parameters that affect the events

Provide ability to view historical events, watch current trends and model the future

Data ManagementD

ata

Vo

lum

e

High

Da

ta V

olu

me

High

Customer AssetsCustomer

Today Smart Grid

Operations


Da

ta V

olu

me

TimeReal Time Days

LowD

ata

Vo

lum

e

TimeReal Time Days

Low

Assets

Operations

Data Lifecycle

Integral

PhysicalGrid Asset

Decisions

& Plans

Data

Data

management

Data

transmission

Measurement

& monitoring

Decision

management

Activity

management

Control

systems

1 Day

1 Month

1 Hour


DATA, TRIG

GERS, FLAGS ETC.

Interrelated Own

Cycles / Loops


Integral

management

ModelsDecisions

& Plans

Data

Analysis

tools

Interpretation

& modeling

Data

processing

management

Model

management

Model

visualization

Uncertainty

analysis

Decision

support

1 Min

1 Sec

1 mS


DATA, TRIG

GERS, FLAGS ETC.

Adapted from presentation POSC SIG -L. Dodge, S. Daum, 22 May 2003 London

Knowledge Continuum: Operational Analytics

Data Standards


Data Management


Knowledge Continuum


Real-time/near real-time operational type of applications that monitor / manage and act

Operational Analytics


Grid Hardware





(CIM) for UtilitiesMulti-Speakthat monitor / manage and act

base on events that comes from the smart grid hardware.

Most of the applications in this category are SCADA applications that sit at the operation center and used for monitoring the Transmission and Distribution Grid.

Knowledge Continuum: Front Office

Data Standards


Data Management


Knowledge Continuum


Help the business operate beyond management of the grid in real time load data to feed

Front Office


Grid Hardware





(CIM) for UtilitiesMulti-Speakin real time load data to feed

to forecasting models that support generation planning and spot market power purchases or demand management programs

Knowledge Continuum: Back Office

Data Standards


Data Management


Knowledge Continuum


Non real-time applications that provide rate analysis and/or

Back Office


Grid Hardware





(CIM) for UtilitiesMulti-Speakprovide rate analysis and/or

decision support, based on the processing of intelligent Smart Grid data.

The analytics functions transform data into actionable information.

Knowledge Continuum Sample Logical Systems (1)

Distribution Monitoring and Control System (DMCS): Takes feeds from all the other systems in the grid, to provide a single view of what is going on in the grid. Single view for the distribution operations manager

Distribution Substation Monitoring System (DSMS): Manage all of the data from the substations and feed the DMCS. It would also relay the orders to the controls in the substation. With many utilities there are multiple vendors of substation equipment already installed.

Automated Feeder Switch System (AFSS): Monitor, operate and control the automated feeder switches. Typically it would be autonomous in its control and operation, feeding changes to the DMCS. Unlike many implementations today, it would not only balance


changes to the DMCS. Unlike many implementations today, it would not only balance substation and system load but have the ability to balance circuit loadings between phases, a functionality that wise future grid designers will leverage.

Distributed Generation Monitoring System (DGMS): Monitor the status of the various distributed generation sources on the grid. It would feed status to the DMCS and to the Distribution Forecasting System.

Automated Meter Operations System (AMOS): Real-time monitoring system for meters and other devices deployed beyond the meters. Manage the meter operations, conduct outage determinations, manage demand management events and communicate to end user devices. Feeds the Outage Management System (OMS) and DMCS.


Meter Data Management System (MDMS): Management the data collected from the automated meters, supports billing operations. MDMS systems are expected to be one-way systems data flows in from the meters and is managed within the system. Note that many vendors view themselves as two-way systems, serving as the point of integration between the back-office systems and a number of heterogeneous field head-end systems. Push them to do outage management and pro-active restoration or any near real time activity and most will fail with todays products.

Distribution Forecasting System (DFS): Take information from the DGMS and the MDMS to support load and supply forecasting on the grid.

Smart Grid Work Management System (SGWMS): Manage work orders for parts of the


Smart Grid Work Management System (SGWMS): Manage work orders for parts of the Smart Grid sensor network (meters, controls, communications network, etc) that are in need of maintenance or repair. It would normally feed the overall distribution work management system.

Communications Network Monitoring System (CNMS): Talks to the various communications vendors systems to determine communications outages and manages the information on communications outages. It feeds the DMCS information on communications blackout areas, the AMOS to allow for the removal of communications related meter failures, and the DSMS for the same purpose.


Minor Equipment Monitoring System (MEMS): Monitors capacitor banks, transformers, voltage regulators, re-closers, sectionalizers, and other minor equipment that are outside the substation fence. The system supports the DMCS with fault reports and in the cases where the minor equipment has controls, allows for operation of those controls.

Smart Grid Planning System (SGPS): Records long-term trends and fault patterns so that they can be reviewed by planning and engineering as a baseline for construction, maintenance and other activities.

Smart Grid Operational Data Store (SGODS): Houses the historical data from all the systems that are used to manage the Smart Grid. This allows data mining, engineering studies, regulatory reporting (e.g. IEEE SAIDI, CAIDI, etc.) and other activities where large


studies, regulatory reporting (e.g. IEEE SAIDI, CAIDI, etc.) and other activities where large amounts of historical data are useful for analysis.

Example Solution Architecture


Example Solution Architecture (Smart Grid)


More than 80 Processes are ImpactedManage Customer Service Conduct Field Work Manage Meter-to-Cash Manage Assets Manage Operations Manage General Issues

Manage Work

Manage Supply Chain

Manage Service Orders

Manage Emergencies

Manage Short Cycle Maintenance

Manage Long Cycle Maintenance

Manage New Construction

Manage Strategic Sourcing

Manage Rebuild Work

Dispatch Field Resources

Manage Rate Design

Manage Billing

Process Bills

Manually Process Bills

Manage Tariffing

Forecast Revenue

Manage Measurement

Schedule Meter Readings

Manage Routing & Reading

Manage VEE

Manage Communications

Manage Network Operations

Forecast Demand Needs

Manage Laboratory Activities

Manage Engineering Activities

Manage Process Controls

Negotiate Supply Agreements

Develop Supply Plan

Electricity Supply

Manage Facilities

Manage Regulatory Compliance Activities

Manage Governance

Manage Labor Relations

Manage Reporting

Manage Permits

Manage Budgeting

Manage Legal Processes

Manage Tariffs / Rate Cases

Manage Auditing

Manage Union

Establish Company Policies & Procedures

Recover from DisastersManage Risks

Deliver on Investments

Analyze Issues & Risks

Select and Prioritize Risks

Manage Planning & Budgeting

Manage Contracts and Procurement

Generate Mitigation Solutions/Investments

Prioritize Investments

Manage Customers

Manage Customer Accounts

Manage Third Parties (ABCD)

Manage Contracting

Manage Customer Contacts

Manage Collections

Assess Credit / Manage Risks

Manage Security Deposits

Manage Payment Plans

Manage Operating Activities

Manage Fraud

Manage Balancing

Manage Sourcing

Manage Service Request

System Planning

Risk Assessment

Plan Investments


Manage Service Provisioning

Oversee Logistics

Manage Warehousing / Inventory Planning

Administer Individual Permits

Manage Disposal Activities

Manage Vendors

Manage Fleet and Tools

Manage Engineering Activities

Manage Inspections

Manage Budget Billing

Invoice & Print Bills

Manage Payments

Process Payments

Manage General Leger / Reconcile

Manage Exceptions

Agreements

Plan Transportation Activities

Manage Union Relationships

Manage Training

Manage Health, Safety & Environment

Administer Public Safety and Education Programs

Manage Public Service, Commercials & Ads

Administer In school Education Programs

Manage Real Estate

Procure / Sell land

Pay Taxes

Manage Real Estate

Manage Physical Security

Manage Projects

Manage Engineering Documents

Manage Legislation Documents

Manage Standards

Manage Documents

Manage Customer Complaints

Manage Problems

Recover from Natural Disasters

Recover from Accidents

Manage Public Relations

Manage Retailer Transactions

Manage EBT Processing

Manage Financial Settlements

Manage Exceptions

Develop Equipment Strategies

Implement Equipment Strategies

Manage Equipment

Manage Third Party Billing

Manage Support Services

Mega process

Major process

Sub-process component

Effected by AMI

Legend

Manage Purchasing

Manage IT, Finance, and HR

Initial Capital Outlay Is A Foundation for the Future

Incremental investments

Communications bandwidth

Business development capital

Incremental utility-side capital

Programmatic, customer-facing and physical device management systems

Capital Build-Up

Demand Response

Extended Utility Roles

Incremental Value Capture


Incremental field capital and knowledge-based applications

Sensors & device controllers

Distribution operations and automation

Information management

Initial capital outlay

Meter functionality

Communications infrastructure

Head-end and legacy systems modifications

Ex

pe

cte

d V

alu

e

Incremental Capital Commitment

Distribution Grid Management

AMI

The Business Case and the Initiative Lifecycle

Evolution of Decisions Across the Initiative Life Cycle

Provide input on the relative value across opportunities/ initiatives

Weed out misaligned

Provide summary level estimates of costs and benefits across all phases of an initiative to:

Inform ongoing decision making, in terms of prioritization, ranking, and

Establish a more rigorous understanding of costs, potential benefits and the anticipated timing of benefit realization

Prepare managers to handle

Strategic Implementation

Obje

ctive

s o

f a B

usin

ess C

ase

Tactical

Program Development & Justification

Project Development & Justification

Performance & Risk Management


initiatives and set priorities for remaining ones

Justify investment in an initiative and get funding

prioritization, ranking, and sequencing of initiatives/phases

Select the best implementation approach

Understand funding tranches to inform budgeting and funding allocation decisions

Achieve greater organizational buy-in

Prepare managers to handle implementation risks

Establish specific operational targets and performance metrics that drive organizational behavior and manage performance

Business Case refinement yields increasing accuracy and detail over time

Obje

ctive

s o

f a B

usin

ess C

ase

Typical Business Case Components

Minimum

Common

Exhaustive

Project description

Cost analysis

Alignment to business plan

Stakeholder requirements

Implementation alternatives

Industry/Market environment

Products and services

Marketing

Management

3 Year plan

Business model


Benefit analysis

Cost benefit summary

Project impact assessment

Risk analysis

Detailed recommendation

Executive summary

Cash flow analysis

Client needs

Development

Servicing model

Total market

Competitive assessment

Entry strategy

Hiring plan

Business Case Framework

Current State Support Costs (Internal and

External)

Future State Support Costs (Internal and

External)

Current State Operations Performance

Future State Operations Performance

-

- =

= Change in Support Costs

Change in Operating Performance (Financial)

+

Roadmap

=+


RoadmapFuture State Technology

Analysis= Future State Implementation Costs (Internal and External)

+

Analysis and Assessment of non-

financial benefits=

Qualitative / Strategic Advantages, Future Opportunities

+

Business Case

Business Case Logic (Example)

Cost elements Result

Costs

Investment costs

Material costs

Installation costs

Installation training costs

Information system costs

Stranded cost of meters

Customer service costs

Maintenance costs


Benefit elements

Financial impact

Benefits

Running costs

Network Optimization and Technical Losses

Call Centre

Field Service Management

Customer Meter Reading

Data transfer costs

Running benefits

Customer service costs

Business Case Challenges

Uncertain technology performance and costs

Interdependent benefits

Valuing risk reduction resilience, reliability

Valuing creation of options for future functionality

Valuing deferred / foregone expenditures


Valuing deferred / foregone expenditures

Valuing (un-priced) environmental externalities

Cost Methodology (Reference and Investment Cases)

IT Reference Case: IT Cost data (how much cost you to

support the business today with current application footprint)

Business Reference Case: Business cost (that is operation

cost in todays environment)

IT Investment Case: IT Cost (future footprint technologies,


implementation and on-going maintenance)

Business Investment Case: Business Cost (new operating

model including change management)

Benefits (1)

Process/ Function Benchmark Cost Savings/ Cost Avoidance

Benefits Apply to

Billing and Customer Service

Automation of On/ Offs

High Bill Complaint Investigations 2-7% Field customer services costs

Metering

Field meter reading 2-4% Field meter reading costs

Collections

Nonpayment and theft prevention 15-25% Non-collectible expense

Settlement


Settlement

Retail and wholesale reconciliation 2-4% Loss/unaccounted retail revenue

Demand Management

Peak demand reduction/shift 2-22% Marginal peak capacity costs

System Control

System automation

Power quality management

4-11% System line loss and associated energy costs

Outage Restoration

Trouble response and restoration 3-8% Trouble field labor

Benefits (2)

Process/ Function Benchmark Cost Savings/ Cost Avoidance

Benefits Apply to

Standards and Construction

System design optimization 15-25% Distribution new construction and capacity strengthening capital

Asset Management

System and equipment life-cycle management

4-19% Field system inspection and maintenance costs


Trimming requirements optimization 3-7% Field vegetation management costs

Field Work Management


Field Work Management

Field resource optimization 3-7% Customer service field labor

Safety

Live-line verification 3-7% Field labor preventable accident costs

Load Forecasting

System capacity and reliability planning 9-14% Forecast accuracy

Tariff and Regulatory

Tariff administration and compliance reporting/ analysis

1-4% Tariff administration costs

Benefit Areas Identified

Geographic Information System

Regulatory

Forecasting

Metering

Engineering

Scheduling

Call Center


Outage Management

Field Communication

(Mobile Workforce)

Meter Reading

Outage NotificationRestoration Verification

Remote DisconnectDemand

Management

Load Forecasting

Current Diversion

TOU Billing

Design Standards

Power Quality

Load Scheduling


Outage Planning

Tariff Design

Rate Case Support

Connectivity Validation


IEEE Indices

Live Line Verification

Service VerificationBlink Target Trimming

Trim effect verificationCritical & Complex

Tariff

Asset Loading

Remote Issue ValidationSimulation


Collection Billing Dispatch SCADA Asset Management

Order Completion Asset Load ProfilingRevenue Lift Prepay

Real Time Pricing

Weekly Billing

Automatic Shut-off

System Security

Load Protection

Selective Load Mgmt

Infer Cap Bank Status


Site/Line Status

RarelyMost In 50%

Benefit Areas Realized

Geographic Information System

Regulatory

Forecasting

Metering

Engineering

Scheduling

Call Center


Outage Management

Field Communication

(Mobile Workforce)

Meter Reading

Outage NotificationRestoration Verification

Remote DisconnectDemand

Management

Load Forecasting

Current Diversion

TOU Billing

Design Standards

Power Quality

Load Scheduling


Outage Planning

Tariff Design

Rate Case Support

Connectivity Validation


IEEE Indices

Live Line Verification

Service VerificationBlink Target Trimming

Trim effect verificationCritical & Complex

Tariff

Asset Loading

Remote Issue ValidationSimulation


Note: Not all benefits are being applied to all customers of the utility

Collection Billing Dispatch SCADA Asset Management

Order Completion Asset Load Profiling

TOU Billing

Revenue Lift Prepay

Real Time Pricing

Weekly Billing

Outage Planning

Automatic Shut-off

System Security

Load Protection

Selective Load Mgmt

Infer Cap Bank Status


Site/Line Status

Tariff

RarelyMost In 50% In 25%

Benefit Methodology

Developed a spreadsheet that contain all the potential benefits

Tag each benefit, whether it is valid

1

2


Calculating the overall benefit becomes a simple exercise of adding up the numbers

3

Benefit Methodology: Metering


Benefit Methodology: Operations


Benefit Methodology: Regulatory


Benefit Methodology: Customer Operations


Benefit Methodology: Forecasting & Scheduling


Benefit Methodology: Construction and Standards


Benefit Methodology: Distributed Resources Integration


Benefit Methodology: Gas and Water


Benefit Methodology: Other


Benefit Bandwidth Requirements


Benefit Bandwidth Requirements: Metering


Benefit Bandwidth Requirements: Operations


Benefit Bandwidth Requirements: Regulatory


Benefit Bandwidth Requirements: Customer Operations


Benefit Bandwidth Requirements: Forecasting & Scheduling


Benefit Bandwidth Requirements: Construction and Standards


Benefit Bandwidth Requirements: Distributed Resources Integration


Benefit Bandwidth Requirements: Gas and Water


Benefit Bandwidth Requirements: Other


Business Case Toolkit


Business Case Toolkit: Program Cost


Business Case Toolkit: Benefits


Business Case Toolkit: Benefits Calculations Reduce Technical Losses


Business Case Toolkit: Benefits Calculations Meter Reads


Business Case Toolkit: Benefits Calculations Demand Response


Business Case Toolkit: Benefits Calculations Social Benefits


Maturity Model

III. Advanced Customer Functionality w/BPL Gateway Broadband Internet (Wholesale/Retail)

IV. Advanced Grid Functionality w/BPL and Fiber Backbone Automated Switching and System Protection Distribution and Substation Automation Power Quality/Line Loss/Distr SCADA Real-time Network Monitoring and Failure/Predictive Maintenance Asset Management

V. Advanced Functionality w/ High Bandwidth Wireless System Broadband Mobile Data and Communication Real-time Workforce/Fleet Monitoring and Optimization Workforce Safety and Asset Monitoring (RFID) Mobile Mapping and Streaming video

Inc

rea

sin

g C

os

t


I. AMR Base Functionality Automated Metering Outage Detection Low bandwidth Comm

II. AMI Advanced Functionality Remote Connect/Disconnect Critical Peak Pricing Load Limiting/Load Control Theft Prevention/Revenue Management New Retail Services (Home Security) Real-time Outage Management

Broadband Internet (Wholesale/Retail) Smart Home Automation Advanced Retail and B2C Services

Inc

rea

sin

g C

os

t

Increasing Bandwidth

Transformation success Factors


Program LifecycleE

ffo

rt (

Ho

urs

)


Eff

ort

(H

ou

rs)

Time (Years)

Str

ate

gy

Bu

sin

es

s C

as

e

Pro

cu

rem

en

t

Co

ntr

ac

t

Program Management Office (PMO)

Change Management and Integration

Performance and benefits analysis

Innovation / Smart Grid

Pil

ots

How to Start a Program

Define requirements & objectives

Craft the system architectural plan

Develop the final business case

Evaluate AMI & IT technologies

Develop the implementation plan

Define strategic, business, and technical requirements for AMI system or its integration within the utility enterprise

Prioritize these requirements.

Align with the utility

Develop a complete system plan with sufficient details for finalizing the business case and crafting the implementation plan.

Develop the solution architecture footprintand enterprise

Identify the most suitable AMI and IT technologiesand system designs

Compare functional capabilities and technical performance of available technologies.

Assess system integration and process

Conduct a sufficiently detailed cost/benefit analysis of the AMRsolution to support recommendations to the utilitys executive leadership.

Categorize the costs and benefits into capital.

Formulate plans for implementing the recommended AMI solutions, from development to production and benefits realization.

Develop the system development plan, including AMI technologies and information systems such as a meter data management system (MDMS).

Develop the system deployment,


Align with the utility business strategies.

Establish preferences in business options (e.g., build vs. buy, own vs. fee for service, etc.).

Assess gaps between current and future AMI-enabled business processes.

Assess gaps in IT systems to enable AMI benefits.

Analyze customer segmentations for deployment priorities and business case planning

and enterprise integration plan for information systems and business processes.

Identify major risks, their likelihood and potential impact.

integration and process alignment possibilities.

Assess system development, deployment, and ongoing operations and maintenance costs.

Estimate total costs of ownership. Adjust benefits to be commensurate with technology capabilities.

Assess costs/benefits of the different technologies.

and benefits into capital. Allot the costs and benefits to the appropriate timeline.

Identify all direct and indirect costs. Adjust the cost and benefits for regulatory, human resource and other constraints (e.g., labor commitments regarding FTE reductions).

Finalize business caseand associated documentations.

Develop the system deployment, including the meters, communication network equipment and IT systems.

Develop the system integration plan, integrating MDMS with the AMI head-end systems and the customer information and billing systems, outage management system, work management system, engineering applications, etc.

Develop a plan for benefits realizationincluding process reengineering, change management, training or retraining, and risk management, etc.

Planning Phase Sample Timeline

1st Month 2nd Month 3rd Month 4th Month 5th Month 6th Month 7th Month 8th Month 9th Month

Project Startup

Process Assessment and Definition (Process Inventory, Detailed Process Maps, To-Be Process Workshops, Functional Specification)

AMI Technologies RFPs (Meter, Communication, MDM, Asset Mange, etc)

Regulatory Submission

Business Case Modeling for Input into Regulatory Models

Decision on key AMI Technologies

Install and test Pilot Platform (Meters, Communication, MDMS, Test System, etc.)

Pilot Lessons Learned

Go/No Go


Change Management Strategy (End User Training Analysis and Materials, Internal and External Communication, Change Management Implementation)

Benefits Realization Tracing Strategy (Policies and Procedures, Governance, SLAs)

Quantitative Risk Assessment & Risk Management (Mitigation Plan)

Mass Rollout Planning (Release Plan, Cutover Methodology, Rollout process and procedures)

Solution Architecture (As-Is Review existing platforms, Functional, Technical, Integration, Operation, Application, Network, Security, Data, Testing)

Application Integration Assessment and Definition

Sample Deliverables

Deliverable Description

Current State Architecture

Current state snapshot of the application landscape and how current applications support the people and processes

Focuses/drills down in AMI related areas of the business

Short description of each of the application identified

Business and Technology Context Diagram

High-level overview of functional processes

Focuses/drills down in metering related areas of the business

High-level overview of the application supports those functional process

Business Case Analysis of program cost estimates, including risks of implementation time and cost overruns

Analysis of value creation over time by key functional area, including sensitivity analysis for various outcomes

Will be fed by AMI Objectives, vendor assumptions, benchmarking and analysis


Solution Architecture / Future State Architecture

Solution architecture required to support the AMI Requirements & Business Processes, focusing in the following key areas: Functional Architecture, Technical Architecture, Integration Architecture, Operations Architecture, Application Architecture, Network Architecture, Security Architecture, Data Architecture, Testing Architecture

Selected technologies and how they are integrated to deliver on the AMI vision

Will serve as the objective to guide and evaluate future systems projects against. Focuses/drills down in AMI related areas of the business

Program Roadmap Timeline view of projects required to meet Advanced Metering deployment objectives

Program will consider implementation difficulties, resource constraints and high level dependencies between projects

Technologies Selection Meter equipment, Communication infrastructure, Meter Data Management System (MDMS), etc.)

Issue and evaluate Request for Proposal (RFP) documents if needed provide evaluation process and framework for evaluating vendor RFP response with associated scoring and weighting parameters

Assessment of the commercial viability of the leading AMI vendors

Sample Transformation Map


Capgemini Takes an Holistic Approach to Address The Smart Grid Vision

Radical changes to the utility model: Virtual utility, Microgrids low voltage with DG sources

Security processes

Regulatory & Legal changes in process

Supply & Procurement

Process Technology People

Adequate Architecture

New network technologies that facilitate increased power transfers and losses reduction (e.g. GIL, superconductivity, high operating temperatures, FACTS technologies, etc.)

Wide deployment of communications to enable grid

Educations and Skills

Wide area adoption, through commercial mechanisms, is needed to attain its benefits

Funding

Public awareness

Strategy


Supply & Procurement changes in process

Flexible framework approach

communications to enable grid automation, on-line services, active operation, demand response and DSM

Power electronic technologies for quality of supply

Stationary energy storage devices

It is not just about technology

Thank You


Meir [email protected]

214. 929-8072