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Donny Helm Director – Technology Strategy and Architecture Oncor Electric Delivery November 1, 2012

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

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Donny Helm Director – Technology Strategy and Architecture Oncor Electric Delivery November 1, 2012

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  1. The Challenges of Establishing A Common AMS View In Texas Donny HelmDirector – Technology Strategy and Architecture Oncor Electric Delivery November 1, 2012

  2. Oncor’s Role in Texas The largest regulated transmission & distribution utility in Texas – 6th largest in the U.S. 3,700 employees serving over 3.1 million homes & businesses

  3. TDSP Advanced Metering System (AMS) – Strategic Objective • Support energyconservation strategies • Provide environment for customers to make informeddecisions • Improve reliability & efficiency of system • Create opportunities for customers, Retail Electric Providers & Third-Parties

  4. TDSP Advanced Metering System (AMS) - Requirements • Provide 15-minuteVEE (e.g. Validate, Edit, Estimate)data to customers, REPs, Third- Parties and ERCOT • Provide 2-waymetertransactions (e.g. disconnects / re-connects, on-demand reads etc.) • Provide securedconnections and services to Home-Area-Network (HAN) devices via ZigBee SEP 1.0 (Up to 5 devices directly connected to the meter) • Provide a commonWebPortal for REPs, customers, and customer authorized 3rd Parties (e.g. GUI and APIs)

  5. 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

  6. 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 EntitledaCustomer: • 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 MeterData, including all data generated, provided, or otherwise made available, by advanced meters and meter information networks, ShallBelongToACustomer, including data used to calculate charges for service, historical load data, and any other proprietary customer information. • A Customer may AuthorizeItsDatato be provided to one or more retail electric providers under rules and charges established by the commission.

  7. 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

  8. 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

  9. 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

  10. 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 ConsumptionAnalysis • Home Energy Management Solutions • Vehicles & Appliances • Distributed Generation Vehicles & Appliances Distributed Generation

  11. 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

  12. Oncor AMS Environment – Integration Overview Enterprise Service Bus CIS MAXIMO MIS Web Support Tools Smart Meter Texas Portal API API API Common Meter Data Meter and HAN Transactions API API API API Meter Data Replication (ETL) ERCOT Security ETL 15 Minute Settlement Data ETL L+G Command Center Ecologic Analytics MDMS ODS Meter And HAN Transactions

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

  14. The Texas AMS Landscape Retail Electric Providers (90+) Third-Parties (90+) Daily 15 Minute Settlement Transactions and Market Transactions TDSP IT System (4) ERCOT Optional Path for Retail Electric Provider HAN Services ( Monthly Meter Readings and Daily 15 Minute VEE Data ) Market Transactions Meter / HAN Services (thru Oncor system) and Daily 15 Minute VEE Meter Data Meter / HAN Services ( Daily and 15 Minute Meter Data) Historic Daily 15 Minute VEE Meter Data and limited Meter / HAN Services SMART METER TEXAS Host (IBM) Consumers (7.2 million & Potential 36 million HAN Devices) Daily and 15 Minute Meter Data Perform HAN Transactions

  15. 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. SEP 1.0 Utility B.F. T.P.B.F. SMT B.F. Cons. B.F. SEP 1.0 Utility B.F. T.P.B.F. SMT B.F. Cons. B.F. SEP 1.0 T.P.B.F. SMT B.F. Cons. B.F. SEP 1.0 T.P.B.F. ANSI SEP 1.0 ANSI (C12.xx) SEP 1.0 ANSI (C12.xx) SEP 1.0 UBP SEP 1.0 SEP 1.0 SEP 1.0 Smart Meter Texas Portal Third-Party MDMS Meter Head-End ZigFest IBM Dev. Team Oncor – IBM Integration Team Consumer Electric Utility Oncor AEP CNP TNMP Utility Consortium Oncor AEP CNP TNMP Third-Party REP Energy Mgmt Other

  16. 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 environment

  17. 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

  18. 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

  19. 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

  20. 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.

  21. Questions ???

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