Donny HelmDirector – Technology Strategy and ArchitectureOncor Electric Delivery

November 1, 2012

The Challenges of Establishing A Common AMS View In Texas

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Oncor’s Role in Texas

Generators Transmission & Distribution

RegulatedCompetitive

Retail Electric Providers (REP)

Competitive

Generators Transmission & Distribution

RegulatedCompetitive

Retail Electric Providers (REP)

Competitive

3,700 employees serving over 3.1 million homes & businesses

The largest regulated transmission & distribution utility in Texas – 6th largest in the U.S.

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Support energy conservation strategies

Provide environment for customers to make informed decisions

Improve reliability & efficiency of system

Create opportunities for customers, Retail Electric Providers & Third-Parties

TDSP Advanced Metering System (AMS) – Strategic Objective

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TDSP Advanced Metering System (AMS) - Requirements

Provide 15-minute VEE (e.g. Validate, Edit, Estimate) data to customers, REPs,

Third- Parties and ERCOT

Provide 2-way meter transactions (e.g. disconnects / re-connects, on-demand reads etc.)

Provide secured connections and services to Home-Area-Network (HAN) devices

via ZigBee SEP 1.0 (Up to 5 devices directly connected to the meter)

Provide a common Web Portal for REPs, customers, and customer authorized

3rd Parties (e.g. GUI and APIs)

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Public Utility Commission of Texas (PUCT) Project #34610 – Implementation Project Related to Advanced Metering

The purpose of this project is to identify and implement changes needed in retail and wholesale markets as a result of advanced metering. Issues relating to settlement, the Smart Meter Texas web portal, security, the Home Area Network (HAN), demand response, and customer education, among others, will be studied in this project.

Working Groups

• AMIT Steering Committee• Projects Working Group• Operations Working Group• Cyber Security Working Group

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TDSP Advanced Metering System (AMS) – State of Texas Regulations

Public Utility Regulatory Act – 1999 – Texas Deregulation

Section 39.101

• Prior to Customer Choice in 2002, these key retail customer protections were established that Entitled a Customer:

• to Privacy of customer consumption and credit information

• to Accuracy of metering and billing

Public Utility Regulatory Act - 2005 – Texas Advanced Metering

Section 39.107

• All Meter Data, including all data generated, provided, or otherwise made available, by advanced meters and meter information networks, Shall Belong To A Customer, including data used to calculate charges for service, historical load data, and any other proprietary customer information.

• A Customer may Authorize Its Data to be provided to one or more retail electric providers under rules and charges established by the commission.

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Over 6.1 million advance meters deployed

Over 2 million automated market-driven reads & remote disconnects / reconnects

Over 8 million vehicle miles saved

Over 13,000 Home-Area-Network (HAN) devices deployed with SEP 1.0

Over 39,000 residential users registered with the Smart Meter Texas portal (approx. 250 per week being added)

Over 6.1 million meter reads processed daily versus monthly

Over 585.6 million 15-minute interval reads processed daily

Meter Read Success Rate (98-99.5%)

ERCOT 15-minute Settlement

Advanced Metering System (AMS) – Texas Deployment Results-to-Date

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Customer Enablement – Oncor Services

Oncor support for Electric Vehicles

Give-away as part of Biggest Energy Saver program

Oncor support for HAN devices

24 devices from 16 manufacturers have been validated with Zigbee Smart Energy Profile 1.0

Two HAN devices were used for a 500 account demonstration

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Customer Enablement – Smart Meter Texas portal

Understand energy usage

Better manage usage

Lower electric bills

Provision HAN devices

Export functionality for additional

analytics

The web portal launched March, 2010

provides customers tools to:

www.smartmetertexas.com

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Customer Enablement – Third-Party Services, Tools & Programs

Retail Electric Provider

Bill Analysis

Summary e-mail

Mobile applications

Third-Party

Bill and Consumption Analysis

Home Energy Management Solutions

Vehicles & Appliances

Distributed Generation

Home Energy Management Solutions

Vehicles & AppliancesDistributed Generation

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Demand Response (DR) Potential in ERCOT

Source: FERC 2009 National Assessment of DR, page 42

FERC estimates >18 GW of DR potential in Texas by 2019

Attributed to high peak demand

This would represent 20-25% of total ERCOT peak!

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Oncor AMS Environment – Integration Overview

Enterprise Service Bus

API API

APIAPI

Ecologic Analytics

MDMS

CISMAXIMO

MIS

ODS

API

Web Support

Tools

API

L+G Command

Center

Meter and HAN Transactions

Meter Data Replication

(ETL)

Common Meter Data

Smart Meter Texas Portal

Security

API

ERCOT

Meter And HAN Transactions

15 Minute Settlement

Data

ETL ETL

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Smart Meter Texas Portal – Overview(Approx. 170 Functional Requirements)

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The Texas AMS Landscape

Consumers (7.2 million &Potential 36 million HAN

Devices)

Retail Electric Providers (90+) Third-Parties (90+)

ERCOTTDSP IT System

(4)

SMART METER TEXAS

Host (IBM)

( Monthly Meter Readings and Daily 15 Minute VEE Data )

Daily 15 Minute Settlement

Transactions and Market Transactions

Meter / HAN Services

( Daily and 15 Minute Meter Data)

Optional Path for Retail

ElectricProvider

HAN Services

Historic Daily 15 Minute VEE Meter Data and limited Meter / HAN

Services

Meter / HAN Services (thru Oncor system) and Daily 15 Minute VEE Meter Data

Daily and 15 Minute Meter Data

Market Transactions

Perform HAN Transactions

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Texas AMS Environment – HAN Testing

MDMSMeter Head-End

Smart Meter Texas Portal

Third-Party

Consumer Electric UtilityOncorAEPCNP

TNMP

Utility ConsortiumOncorAEPCNP

TNMP

Third-PartyREP

Energy MgmtOther

ANSISEP 1.0

ANSI (C12.xx)SEP 1.0

ANSI (C12.xx)SEP 1.0

UBPSEP 1.0

SEP 1.0Utility B.F.

T.P.B.F.SMT B.F.

Cons. B.F.

SEP 1.0T.P.B.F.

SMT B.F.Cons. B.F.

SEP 1.0T.P.B.F.

SEP 1.0 SEP 1.0

SEP 1.0End-to-End Business Functions

SEP 1.0Utility B.F.

T.P.B.F.SMT B.F.

Cons. B.F.

SEP 1.0Utility B.F.

T.P.B.F.SMT B.F.

Cons. B.F.

Oncor – IBM Integration Team IBM Dev. TeamZigFest

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ZigBee Smart Energy Specification

The nature of the Standard Specification:

“All SE messages/directives (Demand Response events, price publishing, messaging) are assumed to be created by the same entity, e.g., utility or energy management entity, or set of coordinated entities.”

The nature of the Texas Market:

• There are no limits on the number of HAN Service Providers that could participate in sending HAN messages to customers’ HAN devices

• HAN Service Providers have options of communicating with customers’ HAN devices either through the SMT / TDSP systems or through the Internet – controls placed in one environment will not affect what is done from the other environment

Versus

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Texas Market HAN Operational Considerations

Load Control messages submitted by one Service Provider may be overridden by a second Service Provider

Load Control message might target an unintended device

Load Control messages submitted by one Service Provider may override a Pricing Message of a second Service Provider

Pricing Message submitted by one Service Provider may override a Pricing Message of a second Service Provider

Service Providers will not be able to target specific HAN devices with Pricing messages

Service Providers will not be able to target specific HAN devices with Text messages

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Challenges / Lessons Learned

Managing Meter Firmware

Managing data volumes / retention / transport

Managing solution scale (Network, Communications, Servers etc.)

Managing deployment schedules

Managing Customer experience and communications

Managing solution as a SCADA system

Managing convergence of IT and OT

Managing security and Customer privacy requirements

Managing employee skills

Understanding meter functionality

Understanding how to use the new data

Understanding how to use the new tools

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Challenges / Lessons Learned

Understanding evolving Industry Standards and associated gaps

Understanding Regulatory requirements and associated gaps

Understanding new Customer programs

Understanding new Vendor programs / products

Managing Change

Identifying skills for higher order functions

Identifying a common set of requirements for all parties

Collaboration

Establishing a common implementation philosophy

Using a common set of standards based on different technologies

Establishing a baseline platform capable of expansion

Lack of conformance product / end-to-end testing programs

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Item to Consider

It is no longer just about managing customers, meters or assets. It is about establishing new services and processes across business functions and markets.

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Questions ???