Solutions for Meter Data Management Layne Nelson Product

Solutions for Meter Data Management Layne Nelson Product Manager LODESTAR Corporation Copyright © 2005 LODESTAR Corporation - All Rights Reserved LODESTAR Corporation - Confidential and Proprietary Copyright © 2007 LODESTAR Corporation – All rights reserved LODESTAR Corporation – Confidential and Proprietary

Agenda • What is Meter Data Management (MDM)? • Market Trends • Components of an effective Meter Data Management (MDM) Solution • Will Ontario Distribution Companies need a local operational data store?

What is Meter Data Management? • MDM solutions provide comprehensive functionality to support the loading, validating, storing, estimating, and publishing of meter data • Often serving as an enterprise wide operational data store • Meter Data - the lifeblood of any Energy Company Distribution Planning Pricing Forecasting Web based Customer Care Billing Meter Data Repository Meter Data Settlement

What is Meter Data Management? A system to manage large volumes of data supplied by a variety of metering systems • Data collection • Profiling scalar meter reads • Validating and editing reads • Aggregating meter reads • Exception Management • Tracking meter inventory • Storing Meter Events • Providing information directly to end-users • Estimating invalid or missing reads • Performing revenue protection analysis • Providing data to downstream systems • Distribution Planning and Support

Why is MDM a Hot Topic? • Companies are looking for operational efficiencies – MDM handles details of meter data collection system – MDM provides data as needed to other applications – Limit changes to legacy systems • Customer Service – Provide all internal and external customers with access to meter data • Better Asset Management • Distribution Planning Support – Sizing of equipment -- transformers, feeders, substations

Why is MDM a Hot Topic? • Companies looking for Revenue Protection Opportunities – Find missing revenue – Identify possible theft for further investigation – Reduce field service orders • Support for AMI Programs – Smart meters, AMR, interval meters, etc. • Market Initiatives – Ontario Smart Metering Program – EPAct 2005 • Support Demand Response Programs – Time based: TOU, CPP, RTP – Incentive based: Direct Load Control, Interruptible / Curtailment Programs, etc.

Trends in the Market • Increase Use of Time Series Data – Increase use due to AMI and Demand Reponses Programs • • Daily Readings More time series meters Critical Peak Pricing Aggregated usage data by TOU & bill period to support billing • Market prices – More interval data is used for downstream business processes • • • Settlement results Pricing data Weather data Load profiles Forecast

Solution Overview = LODESTAR CCS AMI Solutions AMR Drive-by VEE Exception Management Un-Metered Customers Billing Determinants Data Analysis Automated Processes Handheld Downstream Systems MDM Un-Billed Energy Transformer Load Management Auditing Reports Demand Response Customer Information PLC Broadband Over Power Line Etc. Revenue Protection Meter Asset Load Profiles Service/Work Order Processing Revenue Protection Meter Data Repository (Interval & Monthly Read) Data Billing Determinants Interval Meter Reads Online Presentment CIS Billing & Call Center Complex Billing Settlement Aggregated Load Historical Data Customer Information Revenue Protection Incidents Service/ Work Orders Demand Response Signals Distribution Planning & Analysis Pricing/ New Product Offerings Forecasting & Energy Procurement Rate Analysis & Cost of Service/Work Orders Outage Management

Solution Overview: Data Gathering & Processing Gate Keeper for all Inbound Meter Data – Data Collection • Collect data from various meter types and technologies AMI Solutions AMR – VEE • Automated Validation & Data Cleansing Handheld – Exception Management • Identifies & Routes Meter Exceptions to Appropriate Users and/or Queues • Meter Events – Revenue Protection • Identifies Impending Revenue Protection Events – Service/Work Order Processing • Interface with Service Order System – During VEE Process Routes Select Meter Events to Service Order System – Initiate from Work Queues as a result of Exception Management Investigation – Service Order Completion Feedback from Service Order system Drive-by PLC Broadband Over Power Line Etc. Automated Processes VEE Exception Management Revenue Protection Service/Work Order Processing

Solution Management: Data Repository Customer Information – – Customer Account Service Delivery Points Service Point Classification Billing Cycles & Cycle Dates SIC Codes Meter Asset – Meter Events (Current & Historical) – Meter Diagnostic Data Load Profile – Class Profiles Revenue Protection Events – Historical archive of Revenue Protection Incidents Meter Data Repository – – Meter Configuration Meter Reads Consumption & Interval Power Quality Data – Kvar, power factors, etc. Meter Errors and Event Codes • Revenue Protection Events Theft/Tamper Indicator Customer Information Meter Asset Load Profiles Revenue Protection Events Meter Data Repository (Interval & Monthly Read)

Solution Overview: Advanced Functionality Un-Metered Customers – Street Lights Data Analysis – Business Intelligence on Analysis of Meter Data – Graph/Trend view of consumption meter reads Transformer Load Management – Aggregation of Load Data to the secondary transformer level – Additional Aggregation for Feeder, Substation levels – Transformer Rating & Identification of Transformers exceeding rating. Reports – Standard Reports for Operational & Business Intelligence Bill Determinants Un-Metered Customers Data Analysis Transformer Load Management Reports Billing Determinants Un-Billed Energy – Calculation of Billing Determinants Un-Billed Energy – Energy consumed but not invoiced – Typically created at the end-of-month Auditing – Complete Audit Trail of all Changes Demand Response – Critical Peak Pricing and Time-of-Use Pricing data Auditing Demand Response

Interface Data Billing Determinants Interval Meter Reads Aggregated Load Historical Data Customer Information Revenue Protection Incidents Service/ Work Orders Demand Response Signals Billing Determinants & Complex Billing – Calculated on Bill-Cycle based on Customer’s Tariffs – Off-Cycle calculation Bill Determinant are also supported Interval Meter Data – Clean Interval Meter Data Sent to various systems – Aggregated Data at various levels are supported • E. g. , Aggregation performed at the transformer & substation levels Aggregated Load – Customer load may be aggregated for various downstream systems like Transformer Load Management & Distribution Planning – Additional aggregation level may be configured Historical Data – MDM Data Repository includes historical meter data – Downstream system will have this data available

Interface Data Billing Determinants Interval Meter Reads Aggregated Load Historical Data Customer Information Revenue Protection Incidents Service/ Work Orders Demand Response Signals Customer Information – MDM Data Repository includes customer information – Useful for identifying Revenue Protection events/incidents Revenue Protection Incidents – Customers with Revenue Protection Incidents are reported for proper processing Service / Work Orders – Meter events requiring service or work orders are routed through the appropriate system – Feedback response from that system closes the loop Demand Response Signals – Demand response data may be routed to the appropriate application.

Functionality Summary • Meter Data Collection – Collect data from various meter types and technologies – Handle equipment changes including meter change outs • Validation, Estimation and Editing – Industry standard rules to validate and estimate meter data – Sophisticated analysis tool for assessing and making any manual edits – A framework to additional rules via standard configuration • Revenue Protection Monitoring – Revenue protection events are logged – Profile comparisons

Functionality Summary • Exception Management – Usage exceptions and Work Queues – Issue Service Orders • Interfaces – Standard file and programmatic interfaces – Feature rich configuration tool for adding new interfaces • Aggregation – Calculate complex billing determinants – Aggregations can also be performed for business processes: settlement, forecasting, distribution planning, etc. • Reports – Standard, parameter driven reports and report tools for configuring additional reports • Auditing – Who made the change & when the change was made – Show changes to meter reads & meter attributes (before and after)

Proven Solutions • Key selection criteria – Flexible solutions that will evolve with the market – Solutions that support current and evolving technologies: Smart Meters, and Demand Response – Making the correct software investment will ensure your solution works today and tomorrow – Proven scalable products – Open Technologies

Will Ontario Utilities need a local operational data store? • Realize the full potential of your Smart Meters – Issue AMI head-end system commands directly – Store and utilize interval data – Perform custom VEE – Store meter events – Perform Revenue Protection Analysis – Service Order Management – Perform in-house data analysis and aggregation • Forecasting, Distribution planning, Etc. – Maintain meter inventory and testing records

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