February 9 th , 2005

February 9th, 2005

Implementing Standards to Overcome Obstacles and Issues of a Smart Meter Initiative

Metering Billing CRMCIS AmericaApril 12, 2005

Confidential to The SPi Group Inc. For Internal Use Only. Copyright © The SPi Group Inc. 2005. All Rights Reserved.

Province of Ontario Smart Meter Initiative HighlightsDrivers

Demand increase outpacing supply Coal-fired generation closure commitments by 2007 (25% of electrical generation) Problems with existing nuclear plants Transmission system constraints Lack of investment in new generating plants

Plan Implement smart meters across Ontario for (virtually) all consumer segments

(accompanied by rate re-structuring)

Rationale Providing consumers with time-based energy consumption information and time-based

rates will motivate them to alter their consumption behavior using less energy at peak times of day.


Milestones (Current under consideration) 800,000 smart meters installed in urban areas by 2008 Remainder of 4.3 million smart meters installed by 2010 5% demand reduction

Metering (Current under consideration) Residential 60 min. interval / Commercial and Industrial 15 min. interval 2-way communications Interval presentment for first 4 months, TOU following Consumer presentment, AVR access to energy data by 8:00 am

Consumer Segments (Current under consideration) Residential & Small Commercial Mid Commercial (50kW to 200kW) Large Commercial (over 200kW)

Province of Ontario Smart Meter Initiative Highlights


Discussion TopicsSmart Metering Initiative Obstacles and Issues

Data collection, validation and rebuilding Storage, process interfaces Billing, consumer presentment, reporting Implementation timing, multiple vendors

Smart Meter Data Standard Benefits Risk mitigation Integration efficiencies Better cost control or reduction

Smart Meter Data Standards can mitigate risk, provide relief from implementation timelines, and lower costs associated with a Smart Meter Initiative

Obstacles and Issues


Smart Meter Data Collection Communications capacity, timing

and logistics

All formats of billing determinants (TOU, interval)

Data collection hybrids in terms of technology, features, data

Manage meter change-out process (re-verification, failures)

Issue: Risk of implementation delays due to testing and certification

Risk of proprietary technology commitment (Cost)

Local Distribution Company

Vendor “B” native Smart Meter Data

Vendor “A” native Smart Meter Data



Validation, Editing and Rebuilding

Editing and Rebuilding

Residential vs. C&I business rules Automated vs. manual intervention Access to history for rebuilding Data not processed by 8:00 a.m. Time limit to process / update MDR Audit trail

For Presentment Purposes

Portraying data correctly Updating already presented data

Validation

Residential vs. C&I business rules Dependent on data available Simple limits for “outliers” Cumulative to interval/TOU billing determinant

comparison More complex “missing data” rules


ValidationEditing and Rebuilding

MDR Smart Meter Data Repository



Risk of proprietary service commitment (Cost)



Smart Meter Data Storage Volumes (4.3 Million meters)

> 46.8 B interval readings per year > 1.65 TB of raw interval transaction data per year alone!

Types of metered data Interval (15 and 60 minutes) TOU cumulative energy (multi-register) Straight energy (single register)

Vendor formats Types of non-metered data

Audit Tamper Power Quality

Other billing determinant data• “Non smart” meters during implementation• Wholesale metering data • Consolidated meter data

Maintain consumer – meter – service address relationship

Consumer information store Relationship consumer – meter – service address –

data access

Issue: Cost of non-homogeneous data management

Wholesale Metering Systems


MDR Smart Meter Data Repository


Non-Smart Metering Systems



Process Interfaces

Energy Retailer


Government Reporting

IESO

LDC Billing & Settlement

Consumer Presentment/AVR Consumer Directory

Retail Metering Systems

Smart Meter Data Repository

MDR



Risk of proprietary technology commitment



Pre-billing Processing

TOU rate structures On/Off/Shoulder rate block Winter/Summer rate season

Interval Data Aggregation 15/60 min. interval to daily TOU Daily TOU to monthly TOU

Minimal requirements to aggregate Interval data

Billing and reporting Retail/franchise consumers Distribution loss factor correction Billing multipliers

Aggregation

Issue: Risk of proprietary service commitment (Cost)

LDC Billing & Settlement

MDR




Consumer-Facing Systems

Web presentment

Automatic voice response

Call centre customer reps

Consumer directory management (i.e. security)


Risk of proprietary technology commitment

Consumers via AVR

Consumers via Internet

MDR


Consumers via LDC call centre



Reporting Audit reporting

Changes to Smart Meter data Editing and rebuilding audit Tracking of rules applied, when by whom

Multiple information sources

Ad-Hoc reporting Standard tools Open access

Operations and Exception reporting


•Successful initialization of modules installed in the field•Discrepancies in modules and CIS links •Successful capture of meter reads – benchmark of 95%•Meter read reports •Module alarms and status indicators•Suspected tamper and trend reports •Communication link monitoring, and •Status indicators for regional collectors

•Validation results automated (e-file/email)•Network or communication link failures•Power failures •Memory capacity issues or meter failures•TOU time or communication module reprogram failures

Issue: Risk of unknown reporting requirements

Smart Meter Data Standards and Network Solution


Smart Meter Data StandardsFunctionality

1. Content Structure and format of data passed

between systems.2. Storage

Minimum requirements for amount of data to be stored and the corresponding retention periods.

3. Connectivity and Delivery Delivery methods required to

transport data between systems, including how systems locate and connect to each other.

Characteristics of Functionality1. Security

Storage and delivery must be secure, and systems and parties must be authenticated before data passes.

2. Certification Capabilities Minimum requirements to

demonstrate regulatory compliance.3. Audit Capabilities

Ability to audit delivery and content of data, and non-repudiation of parties, especially when using independent third parties.

4. Reliability Minimum requirements to ensure

availability of systems and methods of service-interruption recovery.

Network Solution


Smart Meter Data StandardsStandards mitigate risk by:

Providing clear testing and certification guidelines for vendor integration

Enabling participant choice to select tools and services

Simplifying system enhancement, replacement, or insertion

Network Solution


Smart Meter Data StandardsStandards provide relief from aggressive timelines by:

Establishing a clear set of testing and certification guidelines, which reduces implementation timelines

Reducing integration efforts between Smart Meter components

Aligning participants to achieve a common implementation strategy

Network Solution


Smart Meter Data StandardsStandards help lower costs by:

Fostering a competitive market where solution vendors can offer alternative systems

Reducing effort to switch from one vendor or service provider to another

Reducing implementation, testing and certification phases

Network Solution


Smart Meter Data Standards Smart Meter Data Standards Working Group

“To define the meter data workflow and data representation standards for the

Ontario Smart Meter Initiative.”

Network Solution


Smart Meter Network

LDC CIS

AMR Data Collection System(s)

EBT Retail Network

Retailer CIS

Billing and Settlement

Smart Meter XML standard (under development)

Possible interface

EBT XML standard (Existing but may need enhancement)

Software Solutions

Web presentment

Bill printing

Web presentment

Real Time

Audit Reporting

Automatic Voice

Response

AggregationEditing and Rebuilding

Meter Data Repository

Validation

Smart Meter Network Service

Consumer Directory

Network Solution


Questions?

Brent WilliamsSenior Strategic ManagerSmart Meter Integration416.408.1395 ext. [email protected]

Documents

February 9 th , 2005