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E uropean forum for energy B usiness I nformation e X change

Overview of ebIX

®

work Goals and results to date

Name

Title

[email protected]

October, 2013

ebIX

®

vision

To be

the

standardisation body for data exchange in the European downstream energy market

Objective and goals

 For the retail market for both electricity and gas:   Define exchange of administrative data Make standards independent of syntax and communication  Promote and advance the standardisation process in the European energy market   Make process models and data exchange formats Contact and coordinate with other standardization organizations   Speak the language of software developers Follow the rules of the European Union

Benefits

 Background:    Serving customers in liberalised market requires IT-systems IT-systems are expensive The risks of mistakes and danger of stranded investments are real  Benefits from common standards:  Learning from the experiences of other ebIX needed nationally ® countries speeds up development of national systems and reduces the overall amount of work and discussions   Harmonising process descriptions with other countries reduces the risk of regulators imposing diverging rules Harmonised processes also open up the market, thus increasing competition and creating benefits for customers

How to succeed

 Understand common problems and markets        Formulate practical and efficient solutions Cooperate with the gas market to reach the goals Respect local market rules and solutions, i.e. make it possible to adapt to new standards Promote the ”lessons learned” Try to obtain unanimous decisions Try to become the de-facto European standardisation body for the energy market Base the work on voluntary participation, keeping the budget to a minimum

The ebIX

®

organization

ETC ebIX® Technical Committee Project Groups CuS ebIX® structuring of the energy market (Customer Switching) project Forum EMD ebIX® Exchange of Metered Data project MoU with ENTSO-E, Eurelectric and CEDEC ebIX ® , EFET and ENTSO-E Harmonization group Liaison with Eurelectric and IEC/TC57 Participation in UN/CEFACT working groups

Members of ebIX

®

Belgium,

Atrias

Denmark,

Energinet.dk, Danish Energy

Germany,

BDEW, RWE, E.ON

The Netherlands,

Tennet, EDSN

Norway,

Statnett

Slovenia,

Section IPET

Sweden,

Svenska Kraftnät

ebIX ® Vendor group

       To be informed by ebIX ® about its activities To review ebIX ® deliverables before publication and generate feedback: standards should be clear and technical sound solutions To exchange experiences with implementation of ebIX ® (related) standards in various countries To advise ebIX ® new work about its on-going work and possible Dissemination of the ebIX ® participants results to the market Encourage standardisation from a practical perspective Provide observers for ebIX ® working groups on request from one of the groups or on own initiative

The history of ebIX

®

(Ediel)

Nord Pool ASA starts EDI-project Co-operation Norway and Sweden Ediel Nordic Forum established incl. Denmark and Finland The Netherlands and Germany join Belgium joins ebIX ® is founded Switzerland joins Austria joins Slovenia joins 1993 1994 1995 1998 2001 2003 2004-2012 2005-2012 2011

ebIX

®

messages/day - Sweden

80000 70000 60000 50000 40000 30000 20000 10000 0 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005

Energy standardisation bodies

EASEE-gas TC57/WG16 Category “D” liaison organization ebIX ® /EFET/ENTSO-E Technical Work Group & Harmonisation group E uropean forum for energy B usiness I nformation e X change MoU Eurelectric and ebIX liaison group

Eurelectric and ebIX ® liaison group

   The liaison group have made a UseCase model describing the

Change of supplier process within the European liberalised electricity market

Eurelectric has the main responsibility for the business issues, while ebIX takes care of the technical (modelling) issues. The model may in a later stage be extended to other processes within the structuring phase of the energy market, i.e.:     customer move end of supply change of meter update of master data etc.

ebIX

®

, EFET and ENTSO-E

Harmonised role model 1. Harmonisation of vocabulary 2. Definition of terms 3. Identification of roles and domains 4. Shows responsibilities Identification of geographical and functional domains Identification of Roles of actors

ebIX ® , EFET and ENTSO-E Harmonised role model

  A role is of a logical nature (such as a Metered data responsible) which act within a given domain (such as a Metering grid area).

A role represents the external intended behaviour of a party. A single party may assume multiple roles.

 The role model shall be the formal means of identifying roles and domains used in information interchange.

 The role model permits processes to be analysed within the context of identified roles and not within the context of parties.

 A domain represents a delimited area that is uniquely identified for a specific purpose.

ebIX ® Technical Committee (ETC)

        A permanent ebIX ® working group Responsible for the technical part of the ebIX ® standards, such as:   how to create and manage ebIX ® how to model according to ebIX ® projects rules ebIX ® Rules for the use of UMM-2.0

e bIX ® ebIX ® ebIX ® ebIX ® ebIX ® European energy domain model Business information models (technical) Core Components Common rules and recommendations XML and EDIFACT Implementation Guides

ebIX

®

Modelling Methodology

 Business requirements for various processes made by business representatives  Business information models made by modellers for technical implementers  Exchange formats, such as XML, derived from the information models

ebIX ® , EMD ebIX ® Exchange Metered data project

 Have made a model for the exchange of metered data between parties in the upstream European energy market:  Fits into the overall ebIX ® energy market model of the deregulated European  Gives a basis for a common way of exchanging metered data in the upstream energy market  Models available for        Measure for imbalance settlement Measure for reconciliation Measure for billing Measure determine meter read for switch Settle reconciliation Collected data Labelling

ebIX ® , Customer Switching (CuS)

 Have made a model for the exchange of structuring data in the European energy market  The structuring data in the energy sector change over time:  Customer switching  Customer move   End of supply Maintenance of master data  Switch of roles, such as Balance responsible and Metered data collector  Switch of attributes, such as Standard Load Profile, Annual consumption, Metering method … .

ebIX

®

– some published documents and tools

 The ebIX ® UMM Model for Change of supplier (CuS) and Exchange Metered Data (EMD)   Based on international standards Including standard, ebIX ® the ebIX ® Code list Core Components and  The ebIX ® XML schemas for CuS and EMD  The ebIX ® Transformation tool – for conversion of the ebIX ® UMM Model, including national extensions, to ebIX ® XML schemas

www.ebix.org

General results of the ebIX ® work

 The ebIX ® framework is implemented in Austria, Belgium, Denmark, Finland, Germany, the Netherlands, Norway, Sweden and Switzerland  Millions of messages are exchanged between hundreds of actors in the above mentioned countries  About 80 million messages a year in Sweden  About 1000 actors in Germany and 300 in Norway  The implemented processes include     Structuring, including customer switching Metered data for settlement, reconciliation and billing Bidding on the Nordic power exchange (NordPoolSpot) Scheduling (in some countries)

Results to benefit from

 We have a modelled solution:  Quick development of national models  Cost-efficient implementation using fixed elements  The only European alternative for the downstream energy domain  Reuse of relevant experience

Harmonisation challenges

 Several bodies are involved in making e-business standards in the European energy market  The rules, legislation, organisation and level of deregulation differs between countries and regions   Complex and changing business processes Cooperation across boundaries:   Electricity and gas Whole-sale (upstream) and retail (downstream)  Moving towards

ONE

European energy market   Special planning requirements for electricity Huge data volumes

Conclusions

 Harmonised data exchange is very important for IEM-wide customer choice and overall success of liberalisation    Process descriptions and syntax are detailed and hard work ebIX ® ebIX ® syntax is open and modern (EDIFACT, XML) process descriptions are harmonised and open  The processes cover much of the member countries need   The process can be modified to fit new countries Without open and harmonised process descriptions (and syntax), much duplication of effort and of software will occur, and customer choice would suffer   Harmonised process descriptions are especially important for open household customer markets Within the 3 rd EU Internal Energy Market package, several items support the work and the goals of ebIX ®

Thank you for your kind attention

www.ebix.org