Utility Industry AMI Requirements Development: An Open Process HAN Task Force Kickoff Meeting

1. Utility Industry AMI Requirements Development: An Open ProcessHAN Task Force Kickoff Meeting Erich W. Gunther UtilityAMI Chairman/Facilitator Chairman/CTO – EnerNex Corporation erich@enernex.com Jerry Melcher Onsite facilitator for this meeting Consulting Engineer – EnerNex Corporation jerry@enernex.com

2. Agenda • OpenAMI Overview • Create HAN Task Force Scope • Identify Stakeholders / Collaborators • Specify Deliverables • Establish a Timeline

3. UtilityAMIDefinition, Mission and Goal • UtilityAMI is …A forum to define serviceability, security and interoperability guidelines for advanced metering infrastructure (AMI) and demand responsive infrastructure (DRI) from a utility / energy service provider perspective.

4. UtilityAMIDefinition, Mission and Goal • UtilityAMI will develop high level policy statements that can be used to facilitate efficient requirements and specification development using a common language that minimizes confusion and misunderstanding between utilities and vendors. UtilityAMI will also coordinate with other industry groups as required to efficiently carry out its mission.

5. UtilityAMIDefinition, Mission and Goal • UtilityAMI has a goal to utilize the UtilityAMI work products to influence the vendor community to produce products and services that utilities need to support their AMI and DRI initiatives.

6. Glossary: Definition of AMI • An advanced metering infrastructure is a comprehensive, integrated collection of devices, networks, computer systems, protocols and organizational processes dedicated to distributing highly accurate information about customer electricity and / or gas usage throughout the utility and back to the customers themselves.

7. Glossary: Definition of AMI • Such an infrastructure is considered “advanced” because it not only gathers customer data automatically but does so securely, reliably, and in a timely fashion while adhering to published, open standards and permitting simple, automated upgrading and expansion.

8. Glossary: Definition of AMI • A well-deployed advanced metering infrastructure enables a variety of utility applications to be performed more accurately and efficiently including time-differentiated tariffs, demand response, outage detection, theft detection, network optimization, and market operations.

9. UtilityAMI Tasks • Glossary and Common Language Framework • A universal AMI glossary of terms and definitions • A framework for technology capability evaluation • A common, minimum requirements definition document • Modular Meter InterfacePolicy for modular communication interfaces in meters • SecuritySecurity issues and their relationship to business needs • Consumer Interface – HAN Task ForcePolicy for Customer Portal interface to customer end user appliances • AMI Network InterfacePolicy for AMI network to MDMS interfacing • Back Office InterfacePolicy for MDMS to enterprise back office system connectivity • General Issues Forum   

10. Common Requirements Document • A short, easily reviewable summary of what UtilityAMI members consider important for an Advanced Metering Infrastructure. • The currently foreseeable requirements for AMI systems. • AMI vendors should consider taking the information in this document into account when designing or developing AMI Systems or components • Each utility will be making its own independent decision on infrastructure and technology; consequently specific requirements will vary from utility to utility. • Document intended to provide to vendors some general guidelines as to currently desired AMI system functionality.

11. Standard Communication Board Interface Standard Data Model Security Two-Way Communications Remote Download Time-of-Use Metering Bi-Directional and Net Metering Long-Term Data Storage Remote Disconnect Network Management Self-healing Network Home Area Network Gateway Multiple Clients Power Quality Measurement Tamper and Theft Detection Outage Detection Scalability Self locating The Requirements

12. Requirements Voting Results • American Electric Power (AEP) • Con Edison • Duke Energy • Electric Power Research Institute (EPRI) • Electricitie de France (EDF) • First Energy • Hawaiian Electric Company (HECO) • Keyspan Energy • Sempra Energy (SDG&E) • Southern California Edison (SCE) • 10 YES votes out of 10 voting – unanimous! • The utilities voting represent more than 20 million meters in North America and nearly 60 million meters worldwide.

13. Status and Next Steps • Task 1 complete • Glossary published on collaboration site • Web version of glossary accessible to members • Technology capability evaluation method published by SCE (http://www.sce.com/ami/ ) – no longer a UtilityAMI subtask • Common requirements approved August 4, 2006 • Task 2 (modular interface) – transferred to OpenAMI • Task 3 (Security) draft document being prepared • Task 4 (Consumer Interface) – this meeting!

14. HAN Task Force Scope • High level reference design/architecture • Utility Requirements • Information Models • Security • Open Discussion

15. Stakeholders and Collaborators • Utility driven • Vendor input required • Hardware – network, devices • Associations – e.g. ZigBee, ZWave, Etc. • Standards Groups • Open Discussion

16. Deliverables • HAN Requirements • Device Models • Security Model (build on CEC PCT?) • Open Discussion

17. Establish a Timeline • What is due when? • Who needs what when? • Future meetings – GridWeek – April 23 • Open Discussion

18. For any additional information, please do not hesitate to contact us Note: Full participation requires UCAIug membership – join at http://www.ucausersgroup.org/ Erich W. Gunther EnerNex Corporation Phone: 865-300-8690erich@enernex.com Terry Mohn UtilityAMI UtiliMember tmohn@semprautilities.com www.utilityami.org Contact Us