March 29, 2004

Advanced Metering (ADI/AMI/AMR)Implementation Services

2

Topics for Discussion

• eMeter Overview

• AMI Implementation & Lifecycle Management

– Software

– Services

• Dynamic Pricing Project Implementation Example

3

eMeter Overview

Company• Founded in 1999, Redwood City, CA

Vision• Enabling utilities to implement large-scale Advanced Metering Infrastructure

(“AMI”) projects in support of demand response programs

• Making information available and useful to consumers, utility users, market participants and business processes

Technology - Power Information Platform™ by eMeter (PIPe)• eMeter’s advantage – integrating industry-leading, enterprise-class software,

energy data acquisition servers, databases and business processes

• Integrates with utility-selected AMI metering/communications technology

Strategic Partner – Landis+Gyr

• Consulting, implementation and operations support for L+G ADI solutions

Head Cheese NE – Ralph Amato

4

eMeter Experience and Expertise

Principals have > 20 yrs experience in advanced metering• Founded and led CellNet Data Systems 1984-1999

• Operating one of largest C&I metering programs in the US at PG&E

– Collecting and processing interval data for over 8,000 meters daily

• Speak, publish, and testify before state legislatures, PUC’s, and Congress on technical and regulatory aspects of advanced metering and demand response

• Chair the national Demand Response Coalition and California Consumer Empowerment Alliance which support utility cost recovery for demand response and AMI investments

Industry Specific Expertise• Business case development, feasibility analysis, and regulatory support

• Program & logistics management

• Real-time data & asset management

• Software & business process development

• Technology and systems integration

5

eMeter Business Services

Consulting Business Requirements

Consulting Business Requirements

Communication Planning Communication Planning

Value Realization Customer Services

Development

Value Realization Customer Services

Development

Program Planning Technology Selection

Process & System Design

Program Planning Technology Selection

Process & System Design

RegulatoryEnvironment

Analysis

RegulatoryEnvironment

Analysis

Deployment Prog. Mgmt. Technology Integration

System Integration

Deployment Prog. Mgmt. Technology Integration

System Integration

Systems Operations Maintenance Mgmt. Asset Management

Systems Operations Maintenance Mgmt. Asset Management

RegulatoryProcessSupport

RegulatoryProcessSupport

RegulatoryReporting

RegulatoryReporting

PLAN & DESIGN BUILD OPERATE

Flexible business model

• Consulting

• License

• Temporary Operations

• Outsource

Flexible scope of work

• Utility-selected

• eMeter, Utility or 3rd Party Data Center hosting

Power Information PlatformTM Technology

March 29, 2004

AMI Implementation & Lifecycle Management Software and Services

7

AMI Project Framework

OperateBuildDesign

Meters – Select, purchase, receive, distribute, install, maintain

Network – Select, purchase, receive, distribute, install, maintain

WAN – Select provider, activate, monitor

Data Collection – Select H/W and S/W, train, install SSHC, collect, maintain

Raw Data Store – Build database, store, backup, archive, maintain

Data Processing – VEE, billing determinants calculation , handoff to billing and other systems

Data Store and Interface to Legacy Systems

8

AMI Project Key Requirements for Success

Operate BuildDesign

• Program Schedule and Resource Planning

• Business Processes and Systems Planning

• Technology choices and due diligence

• Robust Business Case

• Internal Management and/or External Regulatory Approval

• If needed, technology pilot and certification

• “Go/No Go” Decision

• Not trivial• Cross-Dept Buy-in• Process, Techno-

logical and OrgChallenges

• Project management

• Overall planning and oversight

• Schedule and Activity tracking

• Logistics management

• Reporting

• Subcontractor coordination and oversight

• Problem resolution

• Process Development and Systems Configuration

• Processes

• Project , Multi-AMI Technology and Data Management System

• Utility Systems Upgrade and Integration

• Data Collection and Data Management O&M Service

• Data Collection O&M

• Data Center O&M

• WAN O&M

• Process and Data Management and Coordination

9

New role of metering

Was:• Registration of monthly

energy usage for billing purposes

Is or Will Be:• Registration of usage for billing

purposes

• Information resource for consumers

• Platform for outage and restoration event reporting

• Distribution asset management resource

• Foundation for demand response/rate choice programs

• Basis for new customer services

• Power quality & performance monitoring

10

Metering Lifecycle – Then and Now

Blanketorders

Commoditypurchase

Shop/TruckInventory

MeterInstall

MeterIn Service

MeterTest

RetireScrap

ComplexContracts

DetailedProduct

Procurement

Site-specificWork Order

MeterInstall

MeterIn Service

Requisitionfrom inventory

ProductConfiguration

NetworkActivation

NetworkConfiguration

VerifyProvisioning

DataCollection

TroubleReport

Meter TestRepair

/ReplaceCommunications

Test

ProductConfiguration

NetworkDe-Activation

RetireScrap

Was: relativelysimple commodityprocess

Is: highly tailored and configured process

11

AMI – Managing complex relationships

NetworkNetwork

User Name

Circuit

Meter

Network ModuleCarrier

Contact

Premise

Service Point

Account

Service Provider

Outage App

Billing App

Web App

Dist. AppDataCenter

Static and Dynamic relationships must be

maintained for meter data to be useful

Channel

12

Necessary Services & Software

Implementation PartnerDesign-Build-Operate

•SSoftware•DData Model•PProcesses

•SServices

1. Meter Data Collection Hardware and Software, and Data Warehouse

4. Integration Software to Billing

and other Applications

2. Meters and Meter Communications Modules

3. Meter Communications

Networks

13

AMI IT Architecture

Meter NetworkManagement

DataManagement

ProcessManagement

InterfacesManagement

Project ManagementInformation System

WirelessData

Collection

PagingData

Collection

Public WirelessWAN - PagingGPRS/1xRTT

Billing

OutageManagement

System

CSRDesktop

WorkManagement

System

DistributionEngineering

Public/PrivateWide AreaNetworks

Application-specificMetering Network

Data Center Existing UtilityInformation Systems

Internet DataPresentation

End-Customer

InternetInternet

PSTN

TelephoneData

Collection

Meter & NetworkInterface Devices

Power LineData

Collection

Usage DataRepository

Uti

lity

EA

I

PrivateWireless

WAN

Project Management Software and Interfaces

000,000’s 000’s SeveralWAN

Solutions

Hundreds of applications, databases,and usersMultiple Meter and Field

Network Technologies

AMI ITInfrastructure

Utility UserDesktop

14

Various CommunicationsNetworks

Internet

DataCollection

Adapter

DataValidation

Engine

Data Est.Engine

AMISystemsManager

CISAdapter

OutageEvent

Engine

BillingDeterm

Calculator

WMSAdapter

OutageAdapter

CustomerWeb AppAdapter

Metered UsageData Repository

AMIManagement

DatabaseData

CollectionAdapter

CISERPWMS Web site OMS

WebServices

ReportGenerator

CSRMeterTech

Proj. Mgr

DataCollection

Adapter

Meter DataCollection

Server

Meter DataCollection

Server

Meter DataCollection

Server

Install Mgr

AssetMgmt

Adapter

Meter Information Systems Architecture – Must Haves

Relationships maintained in

AMI data model

Multiple technology

support

Web-based access utility &

3rd party

Support for legacy systems

integration

Generalized access to usage

database

15

AMI Implementation Services

Operate BuildDesign

Flexible business model

• Consulting

• License

• Temporary Operations

• Outsource

Flexible scope of work

• Utility-selected

• eMeter, Utility or 3rd Party Data Center hosting

• Consulting

• Program Planning

• Business Processes and Systems Planning

• Technology choices

• Business Case

• Internal Management and/or External Regulatory Approval

• Technology pilot and certification

• Program Management

• Overall planning

• Schedule and Activity tracking

• Logistics management

• Reporting

• Subcontractor coordination

• Problem resolution

• Process Development & Systems Configuration

• Automated Processes

• Project, Multi-AMR Technology and Data Management System

• Data Collection and Data Management O&M Service

• Data Collection O&M

• Data Center O&M

• WAN O&M

• Process and Data Management and Coordination

• Meter lifecycle management

• Coordination with Utility Systems Upgrade and Integration

16

AMI Project Roles with “Utility as Prime”

Role/Element Proposed Provider(s)

Prime contractor, including budgetary and contract control Utility

Implementation Management Project management and overall project quality assurance Logistics management

Utility along with implementation partner

New meters Meter manufacturer

Meter-specific communications network, including hardware and data collection software

Meter communications network vendor

Field installation and maintenance-meters/comm. equip. Utility or installation/ maintenance contractor

WAN communications linking Utility and meter-specific network nodes

Wireless and wired communications carriers

AMI Data Center hardware and equipment maintenance Hosting contractor and/or Utility

Integration of data collection communications and software including AMI system configuration

Implementation partner

AMI System software for installation, operations, and maintenance management

Implementation partner

Operation of data collection software and communications networks, including WAN communications management

Implementation partner

AMI data management, including configuration, setup, and exception management

Implementation partner

Integration of AMI data into Utility systems Utility and system integrators

Utilize AMI data in billing and Utility billing processes Utility

March 29, 2004

 

Dynamic Pricing Project Implementation Example

18

Program Management Example

Process• Target customers

• Contact and begin enrollment

• Install & activate meter

• Provide Educational materials

• Verify notification info

• Generate savings estimate

• Generate billing summary

• Conduct survey

• Evaluate customer response

$-

$0.10

$0.20

$0.30

$0.40

$0.50

$0.60

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

Pri

ce

per

kWh

Objective: Determine residential and small commercial customer responsiveness to price signals

Requirements: Track and manage all processes and capture data for program analysis.

California Statewide Pricing Pilot (SPP) project

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Supporting Information Platform

POTS

Various CommunicationsNetworks

Internet

AMISystemsManager

CISAdapter

WMSAdapter

EventAdapter

MeteredUsage DataRepository

AMIManagement

Database

CIS/Billing WMS

WebServices

ReportGenerator

CSRsMeterTech

Proj. Mgr

Meter DataCollection

Server

Meter DataCollection

Server

Meter DataCollection

Server

AssetMgmt

Adapter

EnrollmentContractors

AdvancedBilling

Consumers

NotificationService

ConsumerTelephone

CISAdapterCIS

AdapterDataCollectionAdapter

DataValidation

Engine

BillSummaryRendering

Outsourced AMI Mgmt, Meter Data Collection and Notification Services

Multiple Meter Data Collection Technologies –

phone & wireless

Interval data – to consumer web site,

to billing, to research team

Customer, meter, enrollment,

contact, installation and

status info

Interfaces to CIS, Billing, Notification

Systems

Web access for utility,

contractors, consumers

20

Pilot Project Process Management

Process and status trackingHistory retainedCross-functional coordinationWeb access

21

Customer Information – Billing Summary

• Metered usage data collected daily

• Billing Cycle maintained

• Pre-processing of usage data generates billing determinants

• Bill computation, taxes, surcharges added

• Billing information provided to rendering engine to generate billing summary pages

• .PDF rendered and posted to web site for customer viewing

• Billing summary mailed to customer on billing cycle

22

Customer Information – Web site

Web servicesView interval usage dataView billing summariesView/update notification infoDownload education materialsLinks to related information

Future – online survey forms

March 29, 2004

The Value of Managed AMI Data ServicesforC&I Applications

24

Dynamic Environment for C&I Metering Today

• Regulatory requirements– Demand response

– Customer web requirements

• Uncertainty and confusion on new technology choices– CDPD and analog cellular going away

– GPRS, 1xRTT on the way but when?

• Future of MV-90 uncertain– Upgrade

– Support for next generation communications technologies

Many utilities are trying to figure out the best way to handle multiple technology/interfaces, leverage existing infrastructure, and prepare to migrate to future technologies while meeting customer and regulatory

requirements

25

Integrated Managed AMI Data Service

Public Wireless

2-way PagingAnalog CellularDigital Cellular

InternetPSTN

Public Wireless

2-way PagingAnalog CellularDigital Cellular

InternetPSTN

Data Center

Utility User

Consumer

C&I Metering• Paging e.g. SkyTel• GSM/GPRS e.g. AT&T• CDMA/1xRTT e.g. Sprint• Telco/Cellular• Internet

StatSignal

Wireless

Server

StatSignal

Wireless

Server

PLC

Server

PLC

Server

InternetInternet

eMeterProcess

Mgmt Center

SmartSynch

Paging

Server

SmartSynch

Paging

Server

Comverge

PowerCAMP

Server

Comverge

PowerCAMP

Server

Power Information Platform™

Residential/Commercial900 mHz Mesh

Other

Digital Cell

Server

Other

Digital Cell

Server

L+G Envoy

Paging

Server

L+G Envoy

Paging

Server

Residential/C&IDistribution Line Carrier

CommStar

Multi-Vendor

Multi-Network

CommStar

Multi-Vendor

Multi-Network

26

Common Objections/Misperceptions

• “This is no more than just running a 3rd party data collection server”

• “We would never outsource data collection for my largest customers”

• “We won’t buy anything that MV-90 can’t read”

• “We want to have control of the system”

• “It costs more than our meter reading costs”

• “Oh no, it’s Keith Jones again!”

27

C&I AMI ServicesProject set-up & meter/account configuration

Usage data collection

• Hourly/Daily delivery of 15/30 min interval data

Data management and monitoring

• Sum checks and 1st level validation

Asset tracking and maintenance management

Trouble ticketing

Event data collection and notification

Data export and transfer via secure FTP server

Performance & summary reporting

• Daily data checker email

Technical support help desk

• Meter shop programming support

• Field installation support and communications validation

User web access into the Power Information Platform• Project monitoring & eService capabilities

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User Information Access

Power Information Platform™

Interval Data

Interval Data

Service Point History

Meter HistoryLoad History

Service Point History

Meter HistoryLoad History

End-Users

Meter Services

Load Research

Key Acct Reps and CSRs

29

Power Information Platform – Interfaces

eMeter Power Information Platform eMeter Power Information Platform

File ExchangesFTPHHF, MV9, XML, ASCII

Direct DB QuerySQL

Real-time MessagingTIBCO RendezvousOther

PIPe Process Mgmt CenterSystem Administration

PIPe+Utility UsersSub-contactors

MyEnergyDataCustomers

30

PIPe+ Online Access to Utility and Partners

31

PIPe+ Account – SDP – Meter – Channel

32

PIPe+ Services

33

PIPe+ Services Routing

34

PIPe+ Service Requests

35

PIPe+ Service Request Activity Tracking

36

Value Proposition to Utility by Partnering with eMeter

Multi-Network Integrated Solution: Optimize metering and communications choices based on required functionality and cost

Minimize investment in multiple software systems Select best communications technology per site

Enhanced Information Access: User access to complete meter lifecycle management data and project performance metrics through common interface

Reduced Risk: Minimize financial and technological risk eMeter Service Level Agreement (SLA) provides Support of multiple technologies minimizes technology obsolescence

Positive Budget Impact: Consolidation of operations into a common platform with performance-based contract will reduce operations costs

Speed of implementation Minimal disruption to current operations Lowest risk approach Lowest TCO

37

Economic Value to Utility

Direct Budgetary Costs• Minimize upfront licenses and setup costs

• Avoid annual maintenance and version upgrades

• Avoid backup/restore capabilities

• Avoid ongoing IT support

• Avoid communications links with carriers

• Minimize vendor training & support

• Avoid staffing for operations

Improve “Hidden” Cost of Performance• Minimize manual reads

• Minimize manual billing entry

• Improve diagnostics and trouble-shooting

• Avoid airtime cost overruns

• Minimize lost revenue (carrying charges for late bills)

38

Common Objections/Misperceptions

• “This is no more than just running a set of data collection servers”

– Comprehensive service with Integrated architecture including servers, databases, business processes, seamless interface and single data file

• “We would never outsource data collection for my largest customers”

– Documented and proven performance in CA exceeded utility in-house data reliability and at a lower total cost of ownership

• “We won’t buy anything that MV-90 can’t read”

– Defer new software investment by leverage eMeter economies of scale during ramp up of new technology and transfer in-house once scale economies are achieved or if expectations aren’t met.

– Uncertainty around if and when MV-90 will support and how much

• “We want to have control of the system”

– User access the Power Information Platform for monitoring, reporting, service requests

• “It costs more than our meter reading costs”

– Economic analysis of ALL costs associated with the operation should yield a positive result

• “Oh no, it’s Keith Jones again!”

– Hired Ralph and Jack as my agent and leveraging L+G Sales!!!