The Challenges of Establishing
A Common AMS View In Texas
Donny Helm
Director – Technology Strategy and Architecture
Oncor Electric Delivery
November 1, 2012
Oncor’s Role in Texas
Competitive
Regulated
Competitive
Generators
Transmission &
Distribution
Retail Electric
Providers (REP)
The largest regulated transmission & distribution utility in Texas – 6th largest in the U.S.
3,700 employees serving over 3.1 million homes & businesses
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TDSP Advanced Metering System (AMS) –
Strategic Objective
 Support energy conservation
strategies
 Provide environment for customers
to make informed decisions
 Improve reliability & efficiency of
system
 Create opportunities for customers,
Retail Electric Providers & ThirdParties
2
TDSP Advanced Metering System (AMS) Requirements
 Provide 15-minute VEE (e.g. Validate, Edit,
Estimate) data to customers, REPs, ThirdParties 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)
3
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
4
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.
5
Advanced Metering System (AMS) –
Texas Deployment Results-to-Date
 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
6
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
The web portal launched March, 2010
provides customers tools to:
 Understand energy usage
 Better manage usage
 Lower electric bills
 Provision HAN devices
 Export functionality for additional
analytics
www.smartmetertexas.com
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Customer Enablement –
Third-Party Services, Tools & Programs
Retail Electric Provider
 Bill Analysis
 Summary e-mail
 Mobile applications
Home Energy
Management Solutions
Third-Party
 Bill and Consumption Analysis
 Home Energy Management Solutions
 Vehicles & Appliances
 Distributed Generation
Distributed Generation
Vehicles & Appliances
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Demand Response (DR) Potential in ERCOT
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!
Source: FERC 2009 National Assessment of DR, page 42
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Oncor AMS Environment – Integration Overview
Web
Support
Tools
MAXIMO
MIS
CIS
API
API
Smart Meter
Texas Portal
API
Meter and HAN
Transactions
Enterprise Service Bus
API
API
ETL
L+G
Command
Center
API
ETL
Ecologic
Analytics
MDMS
ODS
Common
Meter Data
API
Meter Data
Replication
(ETL)
ERCOT
Security
15 Minute
Settlement
Data
Meter And HAN Transactions
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Smart Meter Texas Portal – Overview
(Approx. 170 Functional Requirements)
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The Texas AMS Landscape
Daily 15 Minute
Settlement
Transactions and
Market Transactions
TDSP IT System
(4)
Retail Electric Providers (90+)
Third-Parties (90+)
ERCOT
Optional Path
for Retail
Electric
Provider
HAN Services
( Monthly Meter Readings and
Daily 15 Minute VEE Data )
Market Transactions
Meter / HAN
Services
( Daily and 15
Minute Meter Data)
Meter / HAN Services (thru Oncor system) and
Daily 15 Minute VEE Meter Data
Historic Daily 15 Minute VEE Meter
Data and limited Meter / HAN
Services
SMART METER TEXAS
Host (IBM)
Daily and 15 Minute Meter Data
Perform HAN Transactions
Consumers
(7.2 million &
Potential 36
million HAN
Devices) 13
Texas AMS Environment – HAN Testing
SEP 1.0
End-to-End Business Functions
SEP 1.0
Utility B.F.
T.P.B.F.
SMT B.F.
Cons. B.F.
ANSI
SEP 1.0
SEP 1.0
Utility B.F.
T.P.B.F.
SMT B.F.
Cons. B.F.
ANSI (C12.xx)
SEP 1.0
SEP 1.0
Utility B.F.
T.P.B.F.
SMT B.F.
Cons. B.F.
ANSI (C12.xx)
SEP 1.0
Meter
Head-End
ZigFest
Consumer
SEP 1.0
T.P.B.F.
SMT B.F.
Cons. B.F.
UBP
SEP 1.0
MDMS
SEP 1.0
T.P.B.F.
SEP 1.0
SEP 1.0
Smart Meter
Texas Portal
Third-Party
Oncor – IBM Integration Team
IBM Dev. Team
Electric Utility
Oncor
AEP
CNP
TNMP
Utility Consortium
Oncor
AEP
CNP
TNMP
Third-Party
REP
Energy Mgmt
Other
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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.”
Versus
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
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environment
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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