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AMI Deployment – Planning, Reporting and Management Challenges

Sabrina Geary

CPS Energy

John O. Wambaugh

eMeter Corporation

About CPS Energy

• Located in San Antonio, Texas (7th largest city in US*) • Company Founded in 1860 • > 650K electric customers • > 300K gas customers • Nation’s largest municipally-owned energy company, providing both natural gas and electric service “Benefiting our Community by improving the quality of life of the people we serve” – CPS statement of core purpose Earned highest ranking in the national JD Powers residential customer satisfaction survey among Gas utilities; earned the second highest ranking nationally for business electric customers *US Census Bureau, 2005

CPS Energy: Diverse Generation Mix

Coal Nuclear Generation Mix Wind and Landfill Gas/Oil

SAP Implementation

• Go-live December 4, 2001 (three-year lifespan) • Two-phase implementation: • Phase 1 - SAP R/3 Release 4.6C

– FI (finance), CO (controlling), MM (materials management), PS (project systems), PM (plant maintenance), IM (inventory management), PCA (profit center accounting), HR Cross-Application Time Sheets (CATS) • (implemented complete SAP HR suite, 2006) • Phase 2 - Industry solutions: – Industry Solution-Customer Care System (ISU-CCS) – Federal Energy Regulatory Commission (FERC) Upgrades: – R/3 => ECC 6.0, May, 2008 – Business Warehouse => BI 7.0, July, 2008

The AMI Program at CPS Energy

• AMI Overview – Vision & Scope – Objectives • Benefits – Strategic – Customer – Operations – Financial

AMI System

CPS Customer AMI Network CPS Energy       

Billing Options TOU Rates In-Home Displays Home Area Networks Energy Conservation Demand Response Customer Web Portal

      

Local and Wide Area Network Smart meters Net Metering Remote Connect & Disconnect Voltage Monitoring Theft and Leak Detection Outage Notification

       

Meter Data Warehouse Real-Time Data Outage Management Asset Management Load Profiling Alarm Messaging Dynamic Pricing Load Forecasting

AMI Vision

Meter Comm Meter Comm Meter Comm

Communication Network SAP GIS OMS WMIS

Meter Comm Meter Comm Meter Comm

AMI Meter

Integrated or Retrofitted Register

Communication Network AMI Network

Communication & Data Collection

MDMS Enterprise Integration

AMI Scope

• Replace all electric meters with a smart meters & retrofit all gas meters with communication modules.

• Implement a two-way network to communicate real-time data between CPS Energy and the customer.

• Integrate SAP in phase I • Transform the CPS Energy organization through Change Management to realize the benefits of AMI.

AMI Objective

Select and implement an AMI and Meter Data Management System (MDMS) that will: • Align with technology & business vision enabling CPS to improve level of service to customers and maintain competiveness – Use AMI/MDMS as an enabler that can transform utility operations and customer services – Leverage AMI/MDMS as a catalyst to help CPS shape it’s business and technology vision and direction – Realize near-term, long-term and strategic benefits

Strategic Benefits

Customer Service Operational Efficiency Energy Efficiency Asset Performance AMI Demand Response Smart Grid    Rate Options Billing Proactive communications    Metering Operations Dist. Planning Outage Mgmt   In-Home Displays Load data for Engineering & Operations   Improved data for system planning Transformer Load Management  Customer choice for energy mgmt  Endpoint device management   Economic DR events Greenhouse Gas   Reliability DR events Substation/feeder overload relief  Proactive event mgmt – Voltage & Power Quality   Fault Isolation & service restoration System Reliability   Plug –In Hybrids Renewable Energy   Volt/VAR control Optimized feeder configuration 10

Customer Benefits

• Customer Care – Proactive customer communications – Flexible move-in/move-out dates – Billing inquiries – Trouble call handling – Energy efficiency improvement programs – Fewer but more complex customer calls • Credit & Collections – Remote and virtual disconnect/reconnect for revenue management

Operational Benefits

• Enabling future customer choices – Flexible Rate Options – Billing dates – Move-in/move-out dates • Increase customer satisfaction – Faster resolution of customer calls / first-call resolution – Improved emergency response – Enabling proactive customer communications • Improve T&D engineering & operations – Improve employee safety – Improved service reliability – Proactive power quality and service reliability improvements – Greater engineering confidence in load data and network modeling • Enabling Energy Efficiency programs

Financial Benefits

• Daily financial picture – Daily vs. Monthly consumption data > management dashboard • Improve calculating unbilled revenue with less reliance on estimates – Actual vs. Estimated • Reduce time for closing process – Able to use actual vs. estimates for data – more timely data • Reduction in theft, diversions, and unaccounted energy – Revenue Assurance

eMeter Overview

• Company Background & Qualifications – Corporate headquarters in Silicon Valley • • • 140 Employees and growing eMeter India development center in Noida eMeter APAC Sales and Support in Sydney – Executive Team – over 20 years experience in AMI – Leader in Advanced Metering Information Systems • • • Meter Data Management (MDM) Integration platform linking AMI systems to utility business systems AMI Business Process Management (BPM) – 100% dedicated to MDM software solutions • Our Business – EnergyIP™ software supporting AMI and Demand Response • • • License Implementation services Software support and maintenance services – AMI/Meter vendor-neutral eMeter HQ San Mateo, CA eMeter India Noida

An MDMS is….

• Responsible for the capture, processing and storing of meter reading data for the use by billing (and other applications) • It may also be responsible for: – Meter and network installation and planning – Installation process and exception reporting – Meter provisioning (add/modify/delete) of the AMI Systems – Cutover process from manual to AMI meter reading & billing – AMI control (connect/disconnect, re-programming, schedule mgmt) – Data distribution beyond billing – Tampering detection and reporting

Some system(s) have to do each of

– Outage and restoration event capture and reporting – Meter data analysis and automated service order requests

these!

– Data presentation to internal and external customers – AMI-related SLA/KPI tracking and reporting

AMI deployment involves many systems and processes

Planning • Who, What, Where & When Provisioning • Does it work?

• Can we bill from it?

Procurement & Distribution • PO and releases • Receiving Synchronization • What, where, when • Change information Installation • Appointments & retries

Issues will happen at each step

• Undiscovered meter • Wrong config • Defective meter Planning • Who, What, Where & When • Equipment availability • Shipping delays Provisioning • Does it work?

• Can we bill from it?

• Meter/SDP mismatch • Invalid read • Unknown meter • Service problem Procurement & Distribution • PO and releases • Receiving • Meter/SDP mismatch • Customer/Access Synchronization • What, where, when • Change information issue Installation • Appointments & retries • Lot rejection • Warranty returns • NOS discrepancy

AMI Meter Deployment

• Create and route work order requests to multiple field work management systems/MDT • Update legacy information systems with “as installed” results • Identify exceptions and track them through resolution

Network Engineering

Failed Devices

Network Install AMI Data Collection Planning/ Forecast Procurement/ Distribution

Received vs. Scheduled • Adjust schedules and plans in response to weather, labor or business impacts Installed vs. Scheduled • Ensure deployment of AMI network before AMI meters

Pre-Install Network Install Meter Install Post-Install

Skips, Misses, and Completes Warranty Returns

Meter Data Exchange

• Manage the simultaneous installation of multiple AMI technologies

Route Cutover

Planning is not always simple

• Considerations in the planning – Network installed before meters – Meters installed by meter reading route – Simultaneous area rollouts – Different meter types – C&I, gas, water – Pipeline and WIP requirements – Even distribution of billing cycles – Retirement criteria (gas and water) – Indoor/HTA

Deployment Planning Process

Business Rules Initial Plan Plan Review Release Routes Create Work Requests

Creating the initial plan

• Premise, Meter Asset, Account details – Already available via Synchronization interface with SAP • Installation organization – SLA, installer types/capabilities, WFM system • Installer work calendar • Installation rate • AMI coverage (and priorities where overlap) • Installation rate • Geographic priority/preference

Excel spreadsheet creates XML input to plan

Planner uses on-line reports to evaluate plan

AMI Meter Installation

Work Order Completed Work CPS Work Force Management Work Order Completed Work Contract Work Force Management

AMI Equipment Provisioning Process

• Identify newly installed AMI meters and network equipment – Only request provisioning if an AMI meter is associated with on-line AMI network • Issue technology-specific commands and data exchanges to provision AMI meter (and/or delete removed AMI meter) • Verify successful discovery and configuration of new AMI meter • Validate first AMI meter reads against configurable business rules (e.g. ADU, compare to manual read) • Notify CIS of AMI readiness and cutover to billing

AMI Integration (not “one size fits all”)

• Autodiscovery • Knowledge of meter type • Authentication • Data collection – Fixed schedule – Flexible schedule – Router only • Configurable meter data • Configurable events • Asynchronous events • Remote programming • Data identifier

AMI Provisioning

Provisioning exceptions • Undiscovered meter error • Misconfigured meter error • Unknown meter error • Defective meter error • AMI-specific configuration error

Device/Schedule Configuration First Meter Read Capture Historical Data AMI Headend Server

AMI Commissioning

Billing ready validations • Validation against manual read • Validation against ADU • Route/Sector completeness • Cycle date window

A complete picture is required!

Planned Commissioned

Common types of exceptions

• Bulk exceptions – Manufacturer mis-program – NOS doesn’t match delivery – Component problem (recall) – Received lot reject – Late/missing delivery • Individual exceptions – SDP-meter data error (crossed meters) – Exchanged meter data error – Exchanged meter read error • Individual exceptions (cont’d) – Meter failure on install – SDP failure – Install failure – Can’t install gas/water module – Gas/water module programming error – Data exchange error – Meter removed without notification – Meter failure after install

Summary

• CPS Energy is implementing AMI and MDMS expecting many operational and customer benefits • Deploying thousands of AMI meters per day requires automation and tight integration • Utilizing SAP and EnergyIP’s Deployment Planning module helps to manage the many challenges of deploying AMI • Reducing the challenges of deploying AMI allows the team to focus on benefits and the future of AMI.