How AMIS can support an existing CIS

Ron Hewlett

Customer Systems Manager

Oncor Electric Delivery

Dallas, Texas USA

April 21, 2008

Oncor Electric Delivery is powering Texas today and working on tomorrow.

• EFH (formally TXU Corp.), is a Dallas-based energy company, manages a portfolio of competitive and regulated energy businesses primarily in Texas. Oncor Electric Delivery, is an electric distribution and transmission business that uses superior asset management skills to provide reliable electricity delivery to consumers. Oncor Electric Delivery operates the largest distribution and transmission system in Texas, providing power to three million electric delivery points over more than 101,000 miles of distribution and 14,300 miles of transmission lines.

Oncor Electric Delivery

• Oncor Electric Delivery is the nation's sixth-largest U.S. transmission and distribution company, operating in a high-growth service area.

• Supplies electricity to over three million points of delivery, or about one third of the state's population.

• Operates in a 27,000 sq. mile service area in north central Texas with 402 incorporated municipalities and 92 counties.

~ 630 miles

~ 390 miles

Oncor Electric Delivery

Deregulation: Restructured Electric Industry

CompetitiveGeneration

CompetitiveRetail Electric Providers

(CRs)

Customer

Transmission & Distribution

Regulated

Prohibited from selling electricity or other competitively available energy services

OncorED

TDSP TDSP

TDSPCR CR

CRCR

CRCR

CRCR

CRCR

CR

CRCR

CRCR

CRCR

CRCR

CR

ERCOT

• Oncor Electric Delivery processes 178 Million trans actions each year

~ 70 Competitive Retailers

TX Retail Market Systems & Transactions

AMIS deployed as impetus for the Oncor SmartGrid

• Truly exciting times in Oncor Electric Delivery.• We are aggressively moving forward on a number of technology

initiatives that will – over time - transform our delivery system.• Examples of these initiatives include:

– Advanced Measurement Information Systems (AMIS - AMR and AMI), with broadband over power line (BPL), and Power Line Carrier (PLC) technologies

– Enterprise Service Bus, Data Warehouses, and distribution deviceautomation.

• These projects are one of the more significant systems development efforts undertaken in recent years. It truly touches every aspect of electric delivery operations and measurement services.

• It will truly lead a transformation of our business

Oncor’s AMI Rollout

FutureNear TermImmediate

Enables Market

Innovation

Pre-PaymentImproved ReliabilityProblem DetectionTamper Detection

Reduced Cost

Quicker Response

Customer Use Access

Automated Service Order

Completion

Market DesignImproved Asset UtilizationImproved SAIDIImproved Reliability

(Eliminates SKIPS)

Demand ManagementLoad ShiftingReduced Time to RestoreReduced Risks

Appliance ControlSystem MonitoringReduced Costs to Restore

Service

Redeploy Operating

Capital to Maintenance

Direct Customer

Interaction

Reduced Asset CostsImproved Customer

Satisfaction

Customer Security

Benefits

SOLUTION

SOLUTION

ENABLE

ENABLE

ENABLE

FutureNear TermImmediateCustomer Response Demand ManagementSystem OperationOutage DetectionBilling Reads

Function

Creating The 21st Century Smart Grid

Transforming TXU’s power distribution network into the nations first Smart Grid will allow a platform for a two way exchange of real time information.

Innovative technology such as automated meter reading and smart switches will enable Electric Delivery to move towards top decile in reliability.

What role will CIS systems play in the SMART GRID environment?

Portfolio: Present State Assessment• Oncor has over 175 major and

minor applications in its portfolio

• Many applications used by different internal departments cater to similar needs

– Same Commercial Off the Shelf products are utilized in a different manner by different departments

– Sub optimized processes developed by individual departments

– Separate solution researches and implementations covering similar areas

• Complex network of interfaces due to the large number of applications in the portfolio

• Inconsistent & inaccessible reporting issues

Major Integration Issues!

Current Information Infrastructure is Under Stress

InitiativesRequirementsCurrent

Infrastructure

Mobile Computing

External Syste ms

DIS

PMMS(Prolenium)

FIM

Transport ationReporting Syste m

employee info,

time reports

inventory,

bill of mat erials,material r equest s,

actuals

project ac counting,

transfor merfinancial data

materials,expenses,

purchasingtransacions

employee info

EZ Pay

approval r ights,employee info,

employee time

ATLAS

customer info,pre mise info,

street light data

service or der,

trouble tic ket,connectivity,customer info

service or ders

customer info

for outage call

IVRcustomer outage

entered via ATLAS

labor,vehicle usage,

time

purchasingcard

transactions

employee info,

employee time

employee info

wor k request,time reported

contractor

invoices

FMIS

CNO

Avenue (CRM)

TEEMESIID

me ter number,

me ter validation,me ter changes

customer infocreate trouble tic ket

outage

report

service or ders,

collection info,routing inf o

A/R,G/L

entries

Oncor GatewayeGate

REP

service charges, aggregate

DUoS charges

me ter dat a,

profile de mand

ITRON (MRMS)MV90

ARCS

Ercot

customer Info

me ter dat areroutes

IDR mete r data

TSN list of bushing parts to r etrieve

bushing parts update

order par ts

vehicle inf o

usage info

project c ost,project

info (start),GL accountvalidation

budgetexpenditures

A/Ptransactions

Gross Receipts Tax Syste m

gross rece ipts,tax info

wor k orde rs

MA XIM O(Transmiss ion & Pipeline)

TIRS (Manual

Keying)

TOATransfor mer Oil

Analysis

EMT

TADTED

FRED

Oil Condit ion Dat a

PSS/E TMS

Pi Historian

O E D M MW

wor k orde rs, locations,

equipment

wee klyload

TMIS

OTS

Outage Scheduler

MIS

CC

Switchingand

Tagging

Ercot

Clearance Trac king

ASPEN

Microstat ion

TDMS Doc

Storage

drawings

DFRClassificat ion

Engine

Report Viewer

prioritize d classified

faults

4 Second Load Dat a

RTU

Reporting

RAWD files

real-time

data using ICCP

real-time data using

ICCP

Generation

Monitor Points

Digital

FaultRecorder

restorations

Primaver a P3e

T-Portal

ASAP

SPBS

CATS

TroubleDensity

wor k orde rs,

status updates,equipment info

residentialcustomers

DEIS

AMi

ICCP

CC Infor mationSyste m

15 second load

using ICCP

maintenance

wor k orde r,oil sampleanalysis

project es timate (start),project cost (end),

estimate Info (labor)

Wor k Order Trac king

Tree Manager

ATT Inter active Advantage EDIFY

Rooftop

Right Now

SymposiumNICE

wor korder

trouble

tic ket

Invoice

wor krequest

time sheet s,labor info

FTP

service inf o,

guard light data

TXU repC&I custome rs

Leasing VALTRA N

Allocations,

Chargebac ks,Loading

BudgetingGeneralLedger

FAM

AccountsReceivable

BillingProjectCosting

AspenLearning

Center

NASTape

Aerial

InspectionSyste m

map number

for routing

Electric C IS

HR Nucle ar Edify

MSS HR Base

Tessaract

ESS

Position

ManagerPayrollHR Manager

Benefits Manager

Material

Requests

Engineering

Change C ontrol

Bill of Material

Manufact urers

Part Number

Bid Syste m

Approval Routing

Kitting

Ite m

Consignment

De mand

Forecasting

Inventory Planning

Distribution Require ment

Planning

Inventory Control and Accounting

Accounts

Payable

Procure ment Match

Vendor Syste m

Doc k To Stoc k

Corporat e Ite m

Lotus Not esRightNow

Manager Express

Must provide more real time information Must provide more

real time information

Must align my technology to

support the business

Must align my technology to

support the business

Must reduce IT complexity

Must reduce IT complexity

Must be able to assimilate these

technologies

Must be able to assimilate these

technologies

Must enable cost effective changes to my IT environment

Must enable cost effective changes to my IT environment

DPS

TLM

SQ M/ERM

CYME

E-Portal

Ercot net wor k map,TXU netw or k map

TMS Logger

Events Logger

Weather Collector & Sign Display

DEMS

wor k orde rs,updates

CIS+

Mobile Clients

BPL Network Communication

Fabric

BPL Network Communication

Fabric

AMIS DeploymentAMIS Deployment

Smart Grid TechnologySmart Grid Technology

Future initiatives with joint partners that provide other Capabilities and Intellectual

Capital

Future initiatives with joint partners that provide other Capabilities and Intellectual

Capital

8- v1

24 hours

5 days .

DistributionApplications

TransmissionApplications

Oncor’s business is undergoing many changes

Many changes are affecting our business• Outsourcing 6 business lines in 2004 to Cap Gemini Energy {CgE}

(Rev Mgmt, CCC, IT, HR, SC, F&A)

• Started rolling out AMR / AMI in 2005• Continuous Texas Market Rule Changes (post 2001) have cause dramatic process and

system changes. (Tx. Set 2.0, 2.1, 3.0, T&C’s, AMR rule)

• Mass Retailer Transition estimation• New Market Metrics

• Old home grown systems are sagging

under the load of required new functionality• All would have cause massive changes

to the home grown legacy CIS

Re-Missioned Strategy for Oncor• Going to a Components Based Architecture using an ESB to link applications together

• Oncor’s strategy is to buy Vendor COTS with long term Vendor support

Usage Reconciliation

Usage dataManagement

Usage Calculation &

Validation

MeterReading

ServiceOrder

Management

Commercial Products are Overkill for Oncor

Call CenterCustomer Care

SystemControls

Reconciliation

Dispute Tracking

Order TrackingAnd

Workflow

Premise & Consumer Repository

Bill Calculation

Payments/Allocations

Account Receivables

Market TransactionProcessing

OnlineUsage

Websales

ProductCatalog

Provisioning

Call CenterSales

Credit &Collections

BillPresentment

WebSelf-Service

Commercial CIS products are a culmination of the needs of traditional vertically-integrated utilities and retail companies. These products are functionally rich and highly-integrated. They contain substantially more functionality than that required by a TDSP doing business in Texas.

Commercial CIS products are a culmination of the needs of traditional vertically-integrated utilities and retail companies. These products are functionally rich and highly-integrated. They contain substantially more functionality than that required by a TDSP doing business in Texas.

CRM-Sales

MarketingAnalytics

GIS

WorkManagement

MeterManagement

Energy/DMDForecasting

ComplexPricing/rating

DSMDR Programs

BPMERPEDI

TransactionHub

Outage Management

AssetManagement

SCADA

EMSTrading RiskManagement

AMR/Smart Grid

SystemControls

SystemControls

DataIntegration

Utility FunctionalityUtility Functionality Provided by Commercial CIS ApplicationsUtility Functionality Provided by Commercial CIS Applications and not a CIS Requirement for TX TDSPs

Usage Reconciliation

Usage dataManagement

Usage Calculation &

Validation

MeterReading

ServiceOrder

Management

Market requirements on TDSP necessitatean MDMS/AMIS

Call CenterCustomer Care

SystemControls

Reconciliation

Dispute Tracking

Order TrackingAnd

Workflow

Premise & Consumer Repository

Bill Calculation

Payments/Allocations

Account Receivables

Market TransactionProcessing

Meter Data Management Systems provide isolation of the variability of AMI management and data from CIS business needs, flexible meter data processing as needed to produce billing data.MDMS also provides meter data processing and delivery for other utility systems

Meter Data Management Systems provide isolation of the variability of AMI management and data from CIS business needs, flexible meter data processing as needed to produce billing data.MDMS also provides meter data processing and delivery for other utility systems

MeterManagement

AMR/Smart Grid

Utility Functionality Provided by Commercial Meter Data Management System

New Functionality will be required in the Smart Grid environment that doesn’t exist today

eMeter Overview

• Company Background & Qualifications– Founded in Silicon Valley in 1999 by original Cellnet executive group

with nearly two decades experience in advanced meters– Leader in Advanced Metering Information Systems (AMIS)

• Meter Data Management (MDM)• AMI-related Business Process Management (BPM)• Integration platform linking AMI systems to utility legacy systems

– Vendor-neutral technology and business strategy

• Business Focus on Software & Services supporting AMI– EnergyIP™ software

• License• Implementation services• Software support and maintenance services• Software commercially available and in production

– Strategic consulting on AMI and mass market demand response

Where an AMIS fits

Integrating AMIS with Oncor Systems

OMS

CISCustomer

Portal

Market

Systems

Asset MgmtGIS

Demand

Response

Mgmt

Field

WMS

AMIS

(EnergyIP™)

Distribution

Planning

Enterprise Message Bus

•AMIS represents the AMI Services to the Enterprise•AMIS delivers business functions and services – not just meter reads•AMIS compliments other enterprise components to complete the function

Oncor’s MDMS ProjectTimeline

CIS integration and impacts

• Here’s what we accomplished :– Move the meter data information and collection processes out of our

CIS system into the MDMS– Reduce system maintenance cost– Allows better estimation and business rule control– Better control of AMI implementation processes

– Move manual validation of meter reading/usage and exception handling into the MDMS

– Reduce service order creation overhead and delays– Creates trust in the meter investigation orders for the field– Provides better controlled error handling

– Allow business processes in our LCIS to be independent of the type of technology and functionality of AMR

– Allows data to be seamlessly interfaced to any system that needs the data

- Identify data and relationship discrepancies between CIS, GIS and AMI

Accommodating Market Changes

2007 Market rule changes requires tracking and reporting of consecutive estimated bills, estimation reasons and re-estimation after actual reads

• Significant changes to legacy CIS necessary to meet requirements

• Enhancements to MDMS to track and report meter reading details

• Focus CIS changes on market interface only

• Result – faster compliance at lower cost

A Component Based Architecture Will Use an Enterprise Service Bus [ESB] to Link the Various

Components Together

Component View of Major CIS Functionality

Network Billing

SCADAOMS FinancialsMeter

Management

ReconciliationService Orders

Security Service

Workflow Service

PI HistorianAsset

Repository

EnergyIP

ESB - standard compliant integration bus

Enterprise Bus Level Services

Asset Management Library

Provided by EnergyIP

Engineering Cleansing

Engine

High Level Illustration

Consumption Data Repository

Network Billing Data Repository

ESB Engine ESB Engine ESB Engine ESB Engine ESB Engine ESB Engine ESB Engine ESB Engine

ESB Engine ESB Engine ESB Engine ESB Engine ESB Engine ESB Engine ESB Engine ESB Engine

ESB (Transport & Messaging Layer)

NAESB PGP

BC Engine

EDI Gateway Implementation

Enterprise Service Bus

Enterprise Components ESB Business Connect

ESB Business Works

ESB Adapter

Oncor Applications

OMS

Adapter

DMSMarket

Validation RM

Adapter Adapter Adapter

CDW

Adapter

Meter Management

Adapter

Consumption

Adapter

NBS &Rating

Adapter

Service Orders

Adapter

Reconciliation

Adapter

Order Mgt

Adapter

CIS

Adapter

AssetRepository

Adapter

Historian

Adapter

FutureApplication

Adapter

Auditing &Reporting Svc.

Adapter

ExceptionHandling Svc.

Adapter

SecurityService

Adapter

WorkflowService

Adapter

SmartGrid – Enterprise IntegrationEnterprise Integration