SmartMeterTexas.com A Journey in Collaboration. CenterPoint Energy Robert B. Frazier Director of Technology Houston Electric

Transcription

1 SmartMeterTexas.com A Journey in Collaboration CenterPoint Energy Robert B. Frazier Director of Technology Houston Electric

2 WHO IS CENTERPOINT ENERGY? Public company traded on the New York Stock Exchange (CNP) Headquartered in Houston, TX Operating 6 business segments in six states Electric transmission and distribution Natural gas distribution Interstate pipelines and natural gas gathering Serving 5.3 million electric / gas customers $20 billion in assets $8.3 billion in revenue 8,800 employees Over 130 years of service to our communities Minneapolis Little Rock Houston To be recognized as America s Leading Energy Delivery Company and more Natural Gas Distribution Interstate Gas Pipelines Electric Transmission & Distribution

3 WHO IS CENTERPOINT ENERGY ELECTRIC? Houston Electric Division (CEHE) Houston (4th largest city in the US) Houston Metro Area (6th largest in US) 5,000 square mile service area Approximately 2.1 million electric meters Houston Electric Delivers 73.6 billion kilowatt hours yearly for about 100 certified Retail Electric Providers Transmission and Distribution System 3,640 miles of transmission lines 41,913 miles of distribution lines 225 substations Electric Challenge: Effectively monitor and control millions of meters, line devices and miles of delivery wire which, if laid end to end, almost circle the earth twice around the equator

4 AFTERMATH OF HURRICANE IKE 2.1 million customers lost power (93% of our service territory). All employees worked in the field or field support roles around the clock to restore power. First million customers restored in just 6 days. Major restoration of our entire electric system a week later. 11,000 mutual assistance personnel from 35 states and Canada 6,400 poles replaced 4,463 transformers 332,045 ft. of wire and cable 828,106 lbs. of wire and cable 7,000 vehicles 1.4 million gallons of fuel 94,155 nights in hotel room 859,543 meals served 2.1 million lbs. of ice consumed Houston Chronicle Editorial

5 Texas Electric Market is ERCOT (Electric Reliability Council of Texas) 5 SPP Retail Electric Providers WECC Transmission and Distribution Utilities SERC Generation Companies

6 P THE TEXAS ELECTRIC MARKET DEREGULATED SINCE JANUARY 2002 Solar Energy Retail Electric Providers Customer Relationship Retailer Retailer REP QSE Contracts Generator Generator Customer Appliances il ERCOT ISO TDSP Smart Meter Electricity Flow REP Retail Electric Provider QSE Qualified Scheduling Entity TDSP Transmission & Distribution Service Provider

7 SIGNIFICANT EVENTS LEADING TO ADVANCED METERING INITIATIVE IN TEXAS 1999: Public Utility Regulatory Act of Texas Senate Bill 7 (SB7) is Passed 2002: TX Deregulated Electric Market Goes Live on January 1st 2005: US Energy Policy Act - encourages time-based pricing and demand response 2005: TX House Bill 2129 is passed required the PUCT to plan for AMI in Texas 2007: PUCT Substantive Rule Advanced Metering rule provided the foundation for implementation activities involving: Automated Or Remote Meter Reading, Disconnect / Reconnect Time stamped Meter Data for Wholesale Market Settlement Near Real-Time Access To Customer Usage Data By Customer Or Customer s REP Meter Price Signal Updates Access to 15-minute Data by Customers, REP s, etc. On-Meter Storage Of Meter Data Home Area Network (HAN) Support Future Technology Advancement Support Access to Meter Information by ERCOT for Wholesale Market Settlement 7

8 UTILITY TRANSFORMATION OPPORTUNITY Utilities are at a crossroads.. According to the DOE Grid 2030 report, in the next 20 years, the U.S. will spend $450B on electric infrastructure, just to meet load growth Performance / Investment We have a choice Power Delivery System of Today Perpetuate a traditional 20 th Century Solution Grid Transformation OR Smart Grid Business Transformation Result Is Improved: Reliability Customer Satisfaction Safety Operations Costs Response to Regulators Workforce utilization Invest in a 21st Century system utilizing digital technology to improve reliability, enable productivity improvement and promote energy efficiency / conservation.

9 1. Security ADVANCED METERING IMPLEMENTATION TEAMS (AMIT) Late 2007: PUCT Initiated Project #34610 to address changes in retail and wholesale markets as a result of advanced metering. Plan for settlement, Customer web portals, security, the Home Area Network, etc. Workshops all of 2008 and Access to data 3. Web Portal 4. Standardization of Functionality 5. Home Area Network (HAN) 6. Retail Transactions 7. Settlement 8. Customer Education 9

10 Solutions Cube Group An industry leader offering facilitated project meetings and project management training Our services are founded on the recognition that there are as many ways to look at problems as there are to solve them We provide our Customers multi-faceted approaches, leveraging Collaboration and Consensus, for discovering their real needs and developing the best solutions to address these needs Solutions Cube Group LLC Contact: Jenina Smith

11 Chacteristics Of Solutions Cube Group Customers Culture of participatory decision making Run projects with multiple stakeholders Foster continuous process improvement Strive to get to market faster Focus on understanding and meeting their customers expectations Solutions Cube Group LLC Contact: Jenina Smith

12 Business Requirement - Example Parent ID REQUIREMENT BP XREF UI PRT Y BR- 017 Ability for the user to electronically set up and maintain a user ID and password for accessing appropriate web portal information Y M1 BR BR BR Note: This will need to address the Customer Protection and Security requirements. Ability to request a temporary password when the original password is corrupt, forgotten, etc. Ability to require a minimum and maximum number of characters for the user id Ability to set up and store a user specified password security question and answer Y M Y M Y M1 Child BR Ability for a user to restore their access when their user id and / or password is forgotten. See TSK Y M1 Note: The password reset will be initiated only after answering one or more security questions. BR Ability for a user to reset their password Y M1 BR Ability to require a user to change their Y M1 temporary password after the first log-in with their temporary password Solutions Cube Group LLC Contact: Jenina Smith Jenina.Smith@solutionscubegroup.com 12

13 Business Requirements Business Requirements define the What s or the business needs for a project. They describe what the customer wants to be able to do after the project is completed. All projects have business needs even technical projects Business requirements are not limited by potential solutions Business requirements do not address physical characteristics: How, When, Who, or Where Solutions Cube Group LLC Contact: Jenina Smith Jenina.Smith@solutionscubegroup.com 13

14 Uncovering Gaps In Requirements Reporting Requirement Business Questions Business Requirement Use Case / User Interface User Interactions / Inputs & Outputs Map these supporting requirement deliverables to Business Requirements User Acceptance Test Objective Solution Acceptance Solutions Cube Group LLC Contact: Jenina Smith Jenina.Smith@solutionscubegroup.com 14

15 User Interfaces User Interfaces describe the unique interactions and goals a stakeholder or user of a system is attempting to perform and achieve to satisfy a specific need. Represent scenarios for Users to perform functions associated with the solution Used as a foundation for Use Cases and Screen / Web Page Mock Ups Constrained by the project scope Linked to Business Requirements Solutions Cube Group LLC Contact: Jenina Smith Jenina.Smith@solutionscubegroup.com 15

16 User Interface Example ID USER INTERFACE BR INFORMATION PRESENTED UI- 001 Initial Registration Password and Reset Password This will allow any authorized user to reset their existing password (could be temporary password) to a permanent password. Requires both English and Spanish Default is English Every field will have context sensitive help where appropriate Existing Password (could be the temporary password) New Password Re-enter of new password Reset security question Reset security answer UI- 002 Log On Interface (Ongoing) This will allow any authorized user to access the web portal system. Requires both English and Spanish Default is English Every field will have context sensitive help where appropriate User ID Password Forgot Password Forgot User ID Submit Language Preference Solutions Cube Group LLC Contact: Jenina Smith Jenina.Smith@solutionscubegroup.com 16

17 Screen / Web Page Mock Up Screen / Web Page Mock Ups provide a graphical view of the input and out interfaces associated with satisfying Business Requirements. Enable stakeholders to visualize how information may be presented Conceptual presentation of information Form the basis for detail graphical interfaces (web page / screen) Clarify the understanding and intent of Business Requirements Solutions Cube Group LLC Contact: Jenina Smith Jenina.Smith@solutionscubegroup.com 17

18 Screen / Web Page Navigation UI-029 Log On To System UI-042 Present Home Page UI-011 Set Up Profile UI-099 Provide User Help UI-024 Place Orders UI-013 Request Refunds UI-008 Compare Products UI-018 Provide Cust. Service UI-001 Reset Password UI-019 Init. Service Request UI-015 Work Service Request UI-012 Retrieve Service Hist. UI-030 Escalate. Service Request Solutions Cube Group LLC Contact: Jenina Smith Jenina.Smith@solutionscubegroup.com 18

19 Screen / Web Page Mockup - Example UI Reset Password This will allow any authorized user to reset their existing password (could be temporary password) to a permanent password. Requires both English and Spanish. Default is English. Every field will have context sensitive help where appropriate. Update Solutions Cube Group LLC Contact: Jenina Smith Jenina.Smith@solutionscubegroup.com 19

20 Use Case Use Cases capture the goals (expected outcome) in terms of interactions between a stakeholder Actor and a system under design SuD. They clarify how the system responds to satisfy requests of the stakeholder. Ideally written in simple text form Clear Use Cases can be defined in 5 10 steps Provides details for delivering User Interface Scenarios Might be developed as an alternative to Business Requirements Preference is to develop Business Requirements first Solutions Cube Group LLC Contact: Jenina Smith Jenina.Smith@solutionscubegroup.com 20

21 Use Case - Example TRIGGER EVENT PRIMARY ACTOR PRE-CONDITION POST-CONDITION The name of the event that triggers the scenario The Actor s whose point of view is used to describe the steps Pre-existing states that must be present for the scenario to begin The significant result after completing the scenario required for the scenario to be complete A user desires access to the portal but cannot remember their Password. Supports BR Any User The user must have previously successfully registered in the portal. The user will be provided a Password to gain temporary access to the portal, along with instructions to reset the Password in order to have permanent access to the portal. STEP # ACTOR STEP DESCRIPTION (Normal Path) STEP NOTES / EXCEPTIONS UC-001 The Primary Actor responsible for Describe the normal path actions that take place. Describe them in Additional descriptions, as needed, to help support or understand the step the activity in the step active present tense (avoid the words something is performed by UC Any User User navigates to the Log On Screen UI 029 is the Log On Interface webpage. Interface webpage UC Any User User selects the Forgot Password selection button. Program control can go to Step 1.03, or optionally, go directly to step UC Web Portal The portal displays a popup screen, prompting the user for an address. This is an Optional Step. See TSK-027 UC Any User User enters a valid address for the account associated with the User Id. UC Web Portal The portal compares the address with the address associated with the User Id account. UC Web Portal The portal sends an to the User - address associated with the User Id This is an Optional Step. See TSK-027 If the user exits the popup screen without supplying an address, portal program control will revert back to the Log On Interface. This is an Optional Step. See TSK-027 If the address is valid, then the process will proceed to the next step. If the address is invalid, then the process will display an error message that the address is invalid and is not associated with a valid account, and instruct the user to either register or seek help Message Includes: o Notification that a request has been made to retrieve the Password for the account o A temporary Password Solutions Cube Group LLC Contact: Jenina Smith Jenina.Smith@solutionscubegroup.com 21

22 Follow Up Tasks Follow Up Tasks set the expectations for what needs to happen next once the meeting ends. Tasks are captured throughout the meeting and serve as placeholders for decisions that could not be made during the meeting but require resolutions in order for the project to move forward. Placeholders for work that cannot or should not be completed during the meeting Task responsibilities are assigned only to people in the meeting (ownership) Realistic due dates are based on relevance to complete the next major project milestone Tasks that are not completed increase the risk of project failure Solutions Cube Group LLC Contact: Jenina Smith

23 Follow Up Tasks - Example ID TASK ASSIGNED TO DATE DUE YYYY/MM/DD TSK-026 MILESTONE: Sign Off on Functional Bob Frazier 2009/09/30 Requirements List. TSK-027 Evaluate the security issues with the user being allowed to reset their password directly in the web portal versus being sent an with a temporary password they are required to change on their log in experience. See BR , UC , UC , UC Jessica Baker Robert Jackson 2009/08/01 Resolution: When user indicate they have forgotten their password, the password cannot be reset by the user. They will be sent an with a new temporary password they have to change when the log on the next time. Create a new requirement to provide the ability to generate a temporary password and provide it to the user via the method they have requested for communication (e.g., , text, mail) TSK- 028 Determine if changes to regulatory guidelines are anticipated prior to project launch and if so assess the impact of these changes to the project. See BR-044 Phil Lawler John Roberts Lisa Stone Complete Resolution: Regulatory changes are not expected until mid-year 2011, 3 months after product launch Solutions Cube Group LLC Contact: Jenina Smith Jenina.Smith@solutionscubegroup.com 23

24 Lessons Learned Lessons Learned describe significant learnings acquired during the project along with the future actions that will be taken to leverage or address these learnings. Lessons can be for the entire project lifecycle or for a phase of the project lifecycle (e.g. Design) Questions to help uncover learnings: What did we do that worked well? What did we do that did not work well? What did we do but wish we hadn t done and don t want to do on future efforts? What didn t we do but we wish we had done and should do on future efforts? Solutions Cube Group LLC Contact: Jenina Smith Jenina.Smith@solutionscubegroup.com 24

25 Solutions Cube Group LLC Lessons Learned - Example What did we do that worked well ID LESSON LESSON LEARNED ACTION PROJECT CATEGORY LL We learned as a group to not jump to Focus on the business need All solution at the front end of the process. This identified the requirements, whether or not we knew the technical solution. first LL Having Solutions Cube Group and a process to run meetings and develop deliverables has been helpful to guide the conversation and drive toward resolution and provide clear documentation. This allowed people to participate rather than worry about taking their own notes. It helped us know at the end of the day that if it wasn t documented, it didn t happen. Use a third party unbiased meeting facilitator All What did we do that didn t work well? ID LESSON LESSON LEARNED ACTION PROJECT CATEGORY LL Task resolutions were not always Make sure all the cross All documented in the effected business requirements referencing is utilized in updating business requirements LL We had red-lined documents, but never had versioning or finalization of the documents. Documents from meetings should be sent in both redline and clean format. Staff will have a final version section based on the project on the AMIT webpage Staff will file in final versions of the documents. All Contact: Jenina Smith Jenina.Smith@solutionscubegroup.com 25

26 Solutions Cube Group Focused Offerings FACILITATED MEETINGS Collaboration Impartial facilitation Group owned solutions JAD TECHNIQUES Consensus Alignment Buy-in PROJECT MANAGEMENT TRAINING and CERTIFICATION Coaching Mentoring Skills Transfer PROJECT ORIENTED CONSULTING Best practices Solutions Cube Group LLC Experience on over 700 projects helping our Customers successfully implement change Contact: Jenina Smith

27 TEXAS COMMON REPOSITORY AND PORTAL FUTURE PROCESSING ENVIRONMENT CNP Meter Attribute, Usage & Misc Data (ABC) Oncor Meter Attribute, Usage & Misc Data (CBA) AEP Meter Attribute, Usage & Misc Data (BCA) TNMP Meter Attribute, Usage & Misc Data (ACB) ODR & HAN Market Trans via EDI ODR & HAN ODR & HAN Usage Data ODR & HAN Market Trans via EDI Usage Data Market Trans via EDI Usage Data Market Trans via EDI Usage Data CNP Meter Replication (Temp storage) Oncor Meter Replication (Temp storage) AEP Meter Replication (Temp storage) TNMP Meter Replication (Temp storage) Host E A I p r o c e s s Texas Meter Data Repos itory ABCD 27 Market Portal Market Participants Automated Processes (including settlement & REP billing to customers) 27

28 SMARTMETERTEXAS.COM (SMT) COMMONE PORTAL TO AMI FOR TEXAS 28

29 COMPETITIVE BID PROCESS 11 Major vendors solicited 8 opted in 75 page RFP with 3 weeks to reply Bidders conference 10 days before due date 7 bids received over 1,000 pages Development and Host Had to be same Vendor Data Center site visits to top four Follow-up questions with presentations Functionality and cost clarification for bidding consistency Hired outside lawyer to help negotiate 5 different contracts Daily activity for 4 weeks 5 yr contract awarded to IBM at fixed price 29

30 HIGH LEVEL HOSTING REQUIREMENTS Class 1 data center with prime site in Texas Data retained on-line 4 years Data retained off-line 3 more years 24/7 availability with 1/Qtr maintenance windows Backup Data Center for Disaster Recover RPO of 1 hour and RTO of 4 hours Use of standard IT products for common functionality Active Directory, Secure FTP, NAESB, Java or.net, etc. Customer Call Center Support in Texas 24/7 Support 500 concurrent active users growing to 2,500 Outbound /text notification at 1,000 / min Must use Oracle database (leveled the playing field and enables possibility ERCOT may eventually assume ownership) 30

31 SMARTMETERTEXAS.COM (SMT) COST Joint Development and Operations formal agreement between TDSP companies All parties signed contract with IBM Split expenses based on existing base of meters to be converted to AMI - adjusted annually for territory growth Update PUCT staff monthly Overall portal and hosting cost is a fixed price contract. HAN cost is additional. SMT expected to cost between $50 to $60 million over next 5 years. CNP pays a portion. Part of CNP s overall AMI cost. Cost recovered via monthly surcharge on all bills. Functionality and costs negotiated in settlement with all parties (cities, REPs, consumer advocates, PUC staff). Surcharge started Feb and meter installation in March of

32 SMART METER TEXAS SCHEDULE April May June July Aug Sept Oct Nov Dec Jan Feb March April May June July Aug Sept M1, M2 and M3 Macro Design M1 Micro Design M1 Build/Unit Test M1 System and Integration Test M1 User Acceptance Test M1 Operability Test M1 Deployment Settlement Macro and Micro Design Settlement Build, Test, Deployment HAN Baseline Macro and Micro Design HAN Baseline Build, Test, Deployment M2 and M3 Design, Develop, and Deployment (TBD) H2 Design, Develop, and Deployment (TBD Target May 2010) H3 Design, Develop, and Deployment (TBD)?? 32

33 ADVANCED METERING MARKET PORTAL SMARTMETERTEXAS.COM Meter Interval Usage HAN Messages Meter Attributes Customer Premise Detailed Usage Demand Response Settlement Customer Messaging Meter Provisioning 33

34 SMART METER TEXAS - PORTAL TO AMI 34

35 SMART METER TEXAS - PORTAL TO AMI 35

36 Alternative Emergency Load Curtailment Alternatives 36 BENEFITS Retail Electric Providers (REPs) Development Of Additional Pricing Options Pay in advance, Time of Use, etc. Home Area Network (HAN) devices (thermostats, pool pumps, water heaters, displays) Settlement On Actual Usage At 15 Minute Intervals More Innovation / Competition CenterPoint Energy Houston Electric Complete all orders on desired date including same day orders Less intrusion into your property Less company pollution with fewer truck rolls Automated outage detection and repair dispatch Higher electric availability - less and shorter service disruptions (automated switching, correct dispatch)

37 Christine Wright Public Utility Commission, Competitive Markets Division Advanced Metering Implementation Project Advanced Metering Rulemaking Project Webpage HB

38 Thank you for allowing me to share the Texas advanced metering Smart Grid story QUESTIONS?

39 APPENDIX

40 Customer Self-Service Retail Apps Utility Apps CONNECTIVITY METER TO HOME AREA NETWORK (HAN) - ZIGBEE Itron Openway meter is also a communication portal that enables demand side energy management and monitoring Water Heater Smart Thermostat LV V Celular Relay BPL Repeater Portal RF RF (Radio Frequency) (Radio Frequency) Zigbee Zigbee Pool Pump Compressor

41 SYSTEMS AND ARCHITECTURE TO SUPPORT CNP S S ADVANCED METERING AUTOMATION REP & Customer Portal Functionality Automated Meter Infrastructure (AMI) Electronic Customer Orders, Billing & A/R Intelligent Grid (IG) Power Reliability (Preventative & Reactive) SAP 2007 / Page 41

42 EFFECTIVE COMMUNICATION NETWORK The CenterPoint Energy backhaul communications network can be segregated into four distinct segments or tiers. Tier 1 - Major backhaul: Data Center to the substations (Take Out Points) Tier 2 - Minor backhaul: Substations to the cellular router (Utility Grade Cellular) Tier 3 - Radio Wireless Meter Data Router communicates with the meter Tier 4 - Meter to ZigBee wireless connections to home energy management devices Data Center Tier 1 Tier 2 Tier 3 Tier Mbps High IT network bandwidth 3-5 Mbps Cellular RF - Low Bandwidth ZigBee into the premise Fiber or Microwave Substation Take Out Point LV V RF Wireless Data Router Cellular Gas & Electric Meters Zigbee into the home

43

44 SMART METER INSTALLS BEGAN FEB 2009

45 45 FUTURE CONCEPTS Consumer Pricing Signals Energy Management / Conservation Financial Incentive Real-Time Load Management ERCOT Integrate With Existing Load Settlement Processes Eventual ERCOT Governance Of The Smart Meter Texas Portal Opens Possibilities Settlement Outside Whole Day Ownership (Move Out at 3:15 PM) Real-Time Transactions Move Out, Move In, Switches Reduce Database Production Copies Enhancing Portal Concept To Support Authorized 3 rd Parties For Other Services

46 CNP INTELLIGENT GRID ELECTRIC DELIVERY ROADMAP/JOURNEY The CenterPoint Energy Intelligent Grid Roadmap aligns with the DOE s Grid 2030 and EPRI s IntelliGrid Framework Self Healing Grid Objectives The self healing grid is an important building block of the smart power delivery system Preventive Identify and repair intermittent grid problems to minimize outages Real Time Sensing & Responding Quickly react to disturbances to minimize impact Continuous Monitoring Dynamically optimize the performance and robustness of the system CenterPoint Energy INTELLIGENT GRID ROADMAP Event Avoidance Remote Load Profiling / Mgmt Grid Event Diagnostics Advanced Data Analysis Grid Condition Sensing & Predictive Response Self-Healing Grid Improved Asset Mgmt / Visibility Real time Grid Condition Monitoring Automated Grid switching, etc. Meter as a Sensor Transformer Load Mgmt Condition Based Crew Dispatching Grid Event Detection and Location Automated Meter Infrastructure (AMI) Meters Meter Interrogation Meter Connect / Disconnect 46

47 Infrastructure Deployment Meters Provisioned 150,745 Accepted & Approved 112,431 Cell Relays Installed 773 Service Order Performance Truck rolls eliminated 33,474 Percent of service orders successfully executed electronically 89% Read Rate Performance Take Out Points Installed

48 Issue 3 Issue 5 Issue 6 Issue 7 Issue 1 Issue 2 Issue 8 Read Processing Issue (12/6-12/7) Issue 4 48

49 Outage Tracker on our web site

50 Outbound Outage Communication - Proposed Radio Freq Smart Meter Radio Freq Grid Sensing IG Distr Sensor Cell Relay Radio Freq Radio take out points Fiber or Microwave Systems Analysis Mobile Data Outage Analysis Distribution Mangt Sys DMS PONs, PRNs, Tamper DCE Work Mangt Sys CIS, TMH, Crit Load Specific ESIIDs with outage or power restore notification to the market Phone apps Retail Electric Providers Web Sites General Storm Information. Not ESIID specific. Outbound only RB Frazier v 5 Outbound Outage Communication Cell text, Twitter & Facebook Smart Meter Texas Sends s and SMS to registered ESIID owners who have requested notification Voice Response Unit Tells callers we are aware of their outage, fix scheduled and any other associated information Outage Tracker Graphical allows user to enter address and see outage status as well as neighbors and grid Customer Interaction Center (CNP) Web registration ties to gas account and electric ESIID for outage notification via phone, and text Social Comm Types Set up CNP accounts on these sites. Encourage customers to link for important messages. (non-specific one-way)

51 One meter One 15 minute period 12:30:00 to 12:45:00 One Day 96 / day Meter Data Usage Repository Push down data stack (versioning) no data overwritten or deleted Old data is available All updates are date / time stamped Extract report data by ESID * For a given period (Tuesday ) * For all database updates after mm/dd/yy:hh.mm 51

52 CUSTOMER MODIFIED METER INSTALLS

53 WORSE SITUATION 53