Advanced Metering Infrastructure
Phase I Summary & Status
Settlement Party Briefing
February 15, 2006
1
© Copyright 2006, Southern California Edison
www.sce.com/ami
SCE AMI Directional Cost/Benefit (August 2005)
 Address fundamental cost drivers for
last business case
 Telecom network coverage, performance,
reliability and system management
 Meter failures and life-cycle performance
 Interoperability & system security
 End-to-end data management
Price
Response
A/C Load
Control
 Re-evaluate Aug 1st added functionality
 Interface to A/C load control thru PCT
 Remote service turn on/off
Operations
Capital
 Develop new conceptual estimate of
overall business case
© Copyright 2006, Southern California Edison
O&M
Cust Svc
 Identify additional uses for system
based on tangible customer and
business value
AMI Program
SCE Proposal
AMI
2
(Meters,
Network,
IT)
Meter
Reading
Costs
Benefits
SCE Aug., 2005 Supplemental
Testimony supporting Phase I
Conceptual AIM System
SCE AIM system seeks to leverage a 2-way communications infrastructure
with 5 million intelligent devices on our distribution network for our
customers directly and our operations.
AMI Program
© Copyright 2006, Southern California Edison
3
Illustrative Example
AMI Phase I
AMI Program will use a multi-phased approach to development and deployment of
a next generation advanced metering infrastructure over a 7 ½ year timeframe.
Phase I
18 Mos.
12/2005
Phase II
18 Mos.
6/2007
AIMAIM
Requirements,
Requirements,
Design &
“Design”
&
Proof
of Concept
“Design
” & Proof
of Concept
Proof of Concept
Phase III A
12 Mos.
12/2008
© Copyright 2006, Southern California Edison
12/2009
Business
Case in Chief
Application
Beta Beta
Product
Development
Field Pilot
& Pilot
5/2013
Full
Deployment
Meter Trade &
Business Process
Feasibility Studies
Design & System Dev
Cost/Benefit
Analyses
Conceptual
Processes
Cost/Benefit AnalysesFinal Business Case
& SystemsReqs
AMI Program
Phase III B
42 mos.
Pre Deployment
Activities
4
Utility Driven Meter Development Challenges
Achieve the right balance among Marketability, Functionality and Openness
Develop a specification that is supported by multiple meter and
communications vendors and is commercially viable in the NA utility market
Marketability
Leverage OpenAMI, Intelligrid,
Gridwise, CEC PCT, ANSI &
other standards and reference
design initiatives
Engage other utilities & vendors
in development process to
generate interest and feedback
Openness
Functionality
Durable open design that will support a solid positive
business case that provides customer value
AMI Program
© Copyright 2006, Southern California Edison
5
Phase I Program Scope
External Engagement
System Design
Regulatory
Stakeholder
Engagement
Business & Functional
Requirements
Technology
Advisory Board
Industry
Standards
Technology Development
Vendor
Engagement
Technology
Evaluation
Reference
Architecture
Trade-off
Analysis
Vendor Product
Bench Testing
Utility
Collaboration
Cost/Benefit
Analysis
Preliminary Business Case & Regulatory Application
AMI Program
© Copyright 2006, Southern California Edison
6
AMI Phase I Summary Schedule
Oct-05
Jan-06
Apr-06
System Requirements, Architecture & Design
Define AMI Requirements
AIM Conceptual Architecture
Reference Design
Cost/Benefit Analysis
Preliminary Dynamic C/B Model Development
Preliminary Cost/Benefit Analysis
Feasibility and Trade-Off Analysis
Final Business Case
Vendor & Technology Assessment
Vendor Communication & Collaboration
Component/Feasibility Technology Trials
RFI Part I - Conceptual Feature Set
Monitor Vendor's Alpha Product Development
RFI Part II - Business Requirements
Beta Product Testing at SCE
AMI System RFP
Utility & Industry Engagement
Utility Outreach
Technology Advisory Board
External Communications
Tentative Phase II Regulatory Preparation
Application for Phase II
Motion to schedule Phase II Hearings
Pre-Hearing Conference
Possible Settlement Discussions
AMI Program
© Copyright 2006, Southern California Edison
7
Jul-06
Oct-06
Jan-07
Apr-07
AMI Program Status
(through Jan 31 2006)
Key Milestones
Date
Phase I Kick-off
Nov 2005
CPUC Phase I Approval
Dec 2005
AMI Technology Vendor Screen
Q1 2006
Business & Functional Requirements
Q2 2006
Conceptual System Architecture
Q2 2006
AMI Technology Evaluation
Q2 2006
Conceptual Feasibility
Q3 2006
Phase II Regulatory Application
Q4 2006
Beta Product Selection
Q1 2007
Preliminary Business Case
Q2 2007
Has Been Met
Expect to Meet
Undetermined
At Risk
Status
Not Met
Accomplishments
 Launched AMI Program formally on Nov. 7th
 CPUC Approval (5-0) on Dec.1st
 Began requirements workshops (75% complete)
 Screening RFI for AMI Technology released to vendors worldwide

Results back on Dec. 16th exceeded SCE’s expectation in terms of vendor interest and activity on next generation development
including alignment with SCE

AMI products should be available in 2006 for bench testing
 Technology Advisory Board launched, 3rd meeting held Feb.2
 Initiated formation of a utility consortium regarding AMI product standards – initial list represents US and
international utilities representing over 75 million meters
AMI Program
© Copyright 2006, Southern California Edison
8
AMI System Design
AMI Program
© Copyright 2006, Southern California Edison
9
System Design: Business Use Cases (Scenarios)
SCE
Brainstorming
Billing &
Customer
Service
Customer
Interface
Delivery
Energy
Procurement
Field Services
/ System
Recovery
Multiple clients read
demand and energy
data automatically
from customer
premises
Customer reduces
demand in
response to
pricing event
Distribution
operator curtails
customer load
for grid
management
Real-time
operations
curtails (or limits)
load for
economic
dispatch (ES&M)
AMI system
recovers after
power outage,
communications
or equipment
failure
Utility remotely limits
or connects/
disconnects
customer
Customer reads
recent energy
usage and cost at
site
Distribution
operators
optimize network
based on data
collected by the
AMI system
Utility procures
energy and
settles wholesale
transactions
using data from
the AMI system
Utility detects
tampering or theft at
customer site
Customer uses
pre-payment
services
Customer
provides
distributed
generation
Multiple clients
use the AMI
system to read
data from devices
at customer site
Distribution
operator locates
outage using
AMI data and
restores service
Meter reading for
gas & water utilities
AMI Program
© Copyright 2006, Southern California Edison
10
Installation &
Maintenance
Utility installs,
provision and
configure the AMI
system
-
Utility maintains
the AMI system
over its entire lifecycle
-
-
Utility upgrades
AMI system to
address future
requirements
-
-
-
AMI System Design Overview
Business
Need
 Conducted
several
innovation
sessions to
identify
potential
business
value
 Studied
recent utility
experience
in creating
value from
AMI
systems
 Consultant
input on
value from
AMI
systems
 Conduct 40
AMI
workshops
 Develop 18
use cases
 Develop highlevel patterns
 Develop
Component
Architecture
 Generate
functional
requirements
 Map
requirements to
components
 Generate nonfunctional
requirements
 Iteratively refine
component
architecture
 Use Case
analysis
 Develop catalog
of standards
and
technologies
 Prioritize
requirements
 Develop Logical
(4+1)
Architecture
 Develop highlevel integration
architecture
 Map
technologies
and standards
to components
 Develop
subsystem cost
thresholds
 Test architecture
against use
 Determine
cases
trade-off criteria
 Publish Platform
Independent
Model
© Copyright 2006, Southern California Edison
11
 Refine to level
of detail
required to
communicate
with vendor
community
 Select
standards and
technologies for
estimation
 Develop
Platform
Specific Model
 Prepare cost
estimates &
benefits
 Prepare next
cost estimates &
benefits
AMI System scope is the meter and related communications
AMI Program
 Describe
subsystem
boundaries and
performance
limits
System Design: Process for Developing Requirements
Cost Tradeoff Teams
 Field Services
 Demand Response
 Energy Procurement
 Call Center
 Tariffs & Programs
 Billing
 IT
 Job Skill Training
 Customer Account Management
 Marketing & Communications
 Meter Services
 Procurement
 T&D
Workshop Preparation
Intelligrid ,Open AMI ,
Use Case , SCE
BRainstorming
Requirements Teams






Billing and Customer Service
Customer Interface
Energy Delivery
Energy Procurement
Field Services / System Recovery
Meter Installation and Maintenance
Narratives
merged , Refined
18 Use Cases
Workshops :

1-2 scenarios in agenda scope depending
on complexity

4 hours per workshop
Megalead ,
Facillitator tune to
SCE Terminology ,
approach
Workshop
Agenda
Prior
Requirements
Work
Products
# TBD
Functional
Requirements
Work Shop
Minutes
OpenAMI
Requirements
Non Functional
Requirements
/ Criteria
Prior Cost
Tradeoff
Items
Action
Items
© Copyright 2006, Southern California Edison
Department
to
Requirement
& Cost
Tradeoff
Coorelation
Affirmed /
Appended
Cost Tradeoff
Candidates
Workshop Execution
AMI Program
Cost Tradeoff
Workshops
12
Post Workshop Execution
Requirements Determination & Evaluation
Business Need
Functional Requirement
Remote
Service Turnon/turn-off
Labor savings,
Reduced UFE &
Improved
Customer
Service
Remote
Controllable
Premise
Level Switch
© Copyright 2006, Southern California Edison
Technical Requirements
•Switch adjustable to
service (e.g., 200/100A)
•Remotely Programmable
•On-board and remotely
triggerable
•Component hardware
housed under the meter
cover
Feature
Benefits
AMI Program
Functional Attribute
•Dimensions
•Weight
•Performance rating
•Temperature rating
•Latching speed
•Shielding requirements
Benefit
Values
•Field Services
•$$
•Call Center
•$$
•Credit/Payment
•$$$
•Customer
•Satisfaction
13
Costs
Trade-off
Analysis
$ Component
$ System
$ Ongoing O&M
$ Total
AMI Technology Assessment
AMI Program
© Copyright 2006, Southern California Edison
14
Technology Assessment/Procurement Plan
Identify Potential Vendors Worldwide
Initial Candidate Vendor Screen
Goal:
Competitive commercial products available from
at least three meter and three communication
vendors that meet SCE’s minimum requirements
for performance and price by the end of Phase I
Jan 06
Candidate Vendor Due Diligence
Vendor Development Screen
Business Requirements
Gap Analysis
Beta Product Testing
Beta Product Selection
AMI Program
© Copyright 2006, Southern California Edison
Objectives:
 Proactively engage in a close collaborative
process with selected vendors with the most
promising products in development
 Rationalize the number of vendors that SCE
wants to engage on product development
 In recognition of long procurement cycle (3-4
years), provide on-ramp for promising products
and off ramp for non-performing products
 Ensure level playing field for relevant vendor
information such as requirements, architecture
and future procurements
15
Candidate Vendor Identification
Technology Market Structure
(representative vendor list)
Technology Assessment Focus
“Open”
Meter
Partial List of Suppliers
Communications
• Local Area Network
• Wide Area Network Interface
• Home Area Network Interface
(HAN)
• Metrology
• PQ Metrics
• Remote Disconnect
• MCU / Memory
In-Home
Display
Devices
Bayard
USCL
Etc…
Load
Switches
Software
132 Solicitations Sent
GE
Landis+Gyr
*ITRON
*Elster
*Echelon
*Sensus
(I-210)
(Focus, S4e)
(Centron / Sentinel)
(Rex / Alpha 3)
(NES meter)
(Icon)
BPL?
Current
Mitsubishi
Motorola
Other…..
• 57% North American Firms
• 43% International
32 Qualified Responses Received
AMI Program
© Copyright 2006, Southern California Edison
Amron
Cannon
CellNet
Itron
Hunt
DCSI
Echelon
16
Comverge
Trilliant/Nertec
Sensus
Silver Springs
SmartSynch
Elster
PowerOneData
Intermatic
Leviton
RAM Ind.
Baco Controls
SCE’s LS supplier
Invensys
Smart
T-stat
Carrier
Honeywell
Johnson Controls
Invensys
Etc…
SCE AMI Technology Assessment Approach
ID “Next Gen”
development
Due Diligence
Reviews
Q1-’06
L1 Key Criteria:
- Functional Capabilities
- Product Timing
- Commercial availability
- 3 X 3 Interoperability
- 2-way
- Reliability & Availability
- Security
- Serviceability
- HAN Capabilities
- WAN Options
- Target price range
- MTTF
- Other
AMI Program
© Copyright 2006, Southern California Edison
Q2-’06
Product
Availability &
Testing
Q4-’06
L2 Key Criteria:
- Design Development
- Production Capabilities
- Financial Condition
- Processes:
Business / Development
Manufacturing (NPI)
- Supply Chain
- Small Requirements Gaps
- Other
17
Phase II
Phase III
L3 Key Criteria:
- Successful Lab Test
- Added functionality
- Flexibility
- Commercial Terms
- Other
Initial RFI Observations – Significant Market Developments
2004








17 Responses received
Very little new product development
No Home Area Network capabilities
Very limited load control interface
No integrated disconnects
Not remotely programmable / upgradeable
Predominately 1-way fixed RF
communications
Very limited interoperability
2006










AMI Program
© Copyright 2006, Southern California Edison
18
32 Responses received
All are working on “Next Generation” technology
17 indicated an integrated HAN in development
12 indicated development of integrated disconnect
Most communications in development are 2-way
and RF peer-to-peer networks
Most are incorporating remote software upgrade
capability
Vast majority of vendors expect to commercial
product by year-end 2006 for test
California & Ontario are no longer alone in AMI –
Texas, New York and others are pursuing it
Several AMI procurements are currently on the
street or in evaluation – (e.g., SDG&E, Portland
G&E, Nstar, LIPA, TXU)
Market is moving to a more sophisticated AMI
product based utility needs and underlying
component technology capabilities
External Engagement
AMI Program
© Copyright 2006, Southern California Edison
19
External Engagement
 Utility Consortium
 Organized within the existing international standards body, UCA® International Users Group.
UCA® is the parent organization to OpenAMI
 OpenAMI charter has a role defined for an utility advisory board to provide feedback related to
utility needs and application of reference design work products
 Focus of group is on expedited review and adoption of existing standards/reference design work
from OpenAMI, and various related group (EEI, IEEE, ANSI, Intelligrid, and Gridwise)
 Proposed charter jointly developed by UCA® and SCE (reviewed by Law)
 Potential charter members represent over 75 million meters worldwide:
•
•
•
•
•
•
SDG&E
PG&E
EdF
DTE
Xcel Energy
Alliant
- AEP
- ConEd
- TXU
- HydroOne
- PacificCorp
- Hawaiian Electric
- FPL
- NationalGrid
- LIPA
- Exelon
- BCHydro
- Entergy
 Technology Advisory Board
 Objective is to leverage existing reference design and standards efforts for SCE
 Membership:
•
•
•
•
•
•
Carnegie Mellon University: Dr. R. Tongia
CEC PEIR/Lawrence Berkeley Labs: D. Watson
OpenAMI: R. Bell
Intelligrid/EPRI: J. Hughes
Gridwise Architecture Council: S. Widergren
IEC/EDF: R. Schomberg
AMI Program
© Copyright 2006, Southern California Edison
20
AMI technology & policy & Asia insights
CEC demand response research
AMI reference design effort
Utility systems interoperability & security
DOE smart grid reference architecture
International standards & European insights