Name Title January, 2008 Overview of ebIX work Goals and results to date European forum for energy Business Information eXchange

Customer choice crucial since it helps achieve the other goals. Enabling customers in the different Member States to choose and change their electricity suppliers freely: One of the most important goals for the IEM. Why is data exchange important? EU Internal Market perspective: Main benefits for the European economies and citizens of competitive energy markets within the European internal market: Cost effective use of generation resources, including optimal Europe-wide power plant dispatch Optimal and sufficient investment in new generation resources Customer choice

What enables customer choice? EU Internal Market perspective: The ability for suppliers to offer their products to customers in other countries cost-effectively This necessitates an easy understanding of the rules for customer switching, i.e. rules that are harmonised and well-known Clear and harmonised definitions of the data needed for switching a customer from one supplier to another, and of the way the meter data get transferred to the suppliers In short: Harmonised data exchange processes, ebIX’ raison d`etre: Advance, develop and standardise the use of electronic information exchange in the energy industry

Speak the language of software developers Objective and goals Make standards independent of syntax and communication Cover exchange of administrative data Cover both the whole-sale and retail market for both gas and electricity Promote and advance the standardisation process in the European energy market Contact and coordination with other EDI/XML standardization organizations Follow the rules of the European Union

Why is the ebIX work important to the market partners? The danger of stranded investments is high: If things do not work, customers complain. If things do not work, national regulators and the EU Commission get tempted to impose rules and deadlines. These may or may not be compatible with prior IT investments. Learning from the experiences of other ebIX countries may speed development of national systems and reduce the overall amount of work and discussions needed nationally. Harmonising process descriptions with other countries reduces the risk of regulators imposing diverging rules. The software needed to implement a liberalised household customer market is very costly.

The ebIX organisation CuS EMVR National ebIX groups National projects ETC Members: Belgium Denmark Germany Norway Netherlands Switzerland Sweden ETCebIX Technical Committee EMDebIX Exchange of Metered Data project CuSebIX structuring of the energy market (Customer Switching) project EMVRebIX and ETSO Metered Value Report project Observers: Austria Bulgaria Estonia Finland France Greece Nord Pool EMD Eurelectric/ebIX Liaison group ebIX, EFET and ETSO Harmonisation group

The history of ebIX (Ediel) Nord Pool ASA starts EDI-project 1993 Co-operation Norway and Sweden1994 Ediel Nordic Forum established1995 The Netherlands and Germany become observers1998 France joins the CoS project 2000 Belgium becomes observer2001 ebIX (European forum for energy Business Information eXchange) is formed as a European standardisation body2003 Switzerland becomes member2004

ebIX messages/day - Sweden

Energy standardisation bodies European forum for energy Business Information eXchange Observer ebIX structuring of the energy market project EMD ebIX metered data prosjekt ebIX Technical Committee MoU CuSETC TCG TF-EDI TC57/WG16 Category “D” liaison organization? EMVR ebIX Metered Value report EASEE-gas ebIX/EFET/ETSO Harmonisation group “CC project” Eurelectric and ebIX liaison group

Why is data exchange difficult? It used to be easy in the integrated utility! Production Network Supply Metering Settlement Reconciliation Billing Competition

Why is data exchange difficult? Splitting between DGO, TSO and supplier DGO: Metering Metering Point administration TSO: Settlement reconciliation Maintain Balance:  Split TSO from regulated net  Need for scheduling and metering Trader Supplier Producer Balance Responsible Unique Metering Point Identification

Why is data exchange difficult? Organize Metering Grid area DGO: Settlement Reconciliation Organize Settlement Supply TSOProduction Messwandlerzähler Zählerangaben Stromwandler Spannungswandler W HT M1 DrehstromzählerCl. 2 7EC6352-0CA5-1 AA0 / D06 Nr x 230 / 400 V 10 (60) A 50 Hz RL= Imp./ kWh Schltg.S45 20 RL DÜ PAR RÜCK Eigentum des Elektrizitätswerkes Messwandlerzähler Zählerangaben Stromwandler Spannungswandler W HT M1 DrehstromzählerCl. 2 7EC6352-0CA5-1 AA0 / D06 Nr x 230 / 400 V 10 (60) A 50 Hz RL= Imp./ kWh Schltg.S45 20 RL DÜ PAR RÜCK Eigentum des Elektrizitätswerkes Messwandlerzähler Zählerangaben Stromwandler Spannungswandler W HT M1 DrehstromzählerCl. 2 7EC6352-0CA5-1 AA0 / D06 Nr x 230 / 400 V 10 (60) A 50 Hz RL= Imp./ kWh Schltg.S45 20 RL DÜ PAR RÜCK Eigentum des Elektrizitätswerkes Messwandlerzähler Zählerangaben Stromwandler Spannungswandler W HT M1 DrehstromzählerCl. 2 7EC6352-0CA5-1 AA0 / D06 Nr x 230 / 400 V 10 (60) A 50 Hz RL= Imp./ kWh Schltg.S45 20 RL DÜ PAR RÜCK Eigentum des Elektrizitätswerkes Messwandlerzähler Zählerangaben Stromwandler Spannungswandler W HT M1 DrehstromzählerCl. 2 7EC6352-0CA5-1 AA0 / D06 Nr x 230 / 400 V 10 (60) A 50 Hz RL= Imp./ kWh Schltg.S45 20 RL DÜ PAR RÜCK Eigentum des Elektrizitätswerkes Messwandlerzähler Zählerangaben Stromwandler Spannungswandler W HT M1 DrehstromzählerCl. 2 7EC6352-0CA5-1 AA0 / D06 Nr x 230 / 400 V 10 (60) A 50 Hz RL= Imp./ kWh Schltg.S45 20 RL DÜ PAR RÜCK Eigentum des Elektrizitätswerkes AMR/Profiled

ebIX, EFET and ETSO Harmonised role model A role is of a logical nature (such as a Metered data responsible) which act within a given domain (such as a Metering grid area). A role represents the external intended behaviour of a party. A single party may assume multiple roles. The role model shall be the formal means of identifying roles and domains used in information interchange. The role model permits a processes to be analysed within the context of identified roles and not within the context of parties. A domain represents a delimited area that is uniquely identified for a specific purpose.

ebIX, EFET and ETSO Harmonised role model 1.Harmonisation of vocabulary 2.Definition of terms 3.Identification of roles and domains 4.Shows responsibilities Identification of Roles of actors Identification of geographical and functional domains

ebIX Technical Committee (ETC) A permanent ebIX working group Responsible for the technical part of the ebIX standards, such as: how to create and manage ebIX projects how to model according to ebIX rules ebIX Modelling methodology e bIX European energy domain model ebIX Business information models (technical) ebIX Core Components ebIX Registry and repository ebIX Common rules and recommendations ebIX XML and EDIFACT Implementation Guides

ebIX Technical Committee (ETC) Modelling Methodology A guide for ebIX projects and wg’s Describes: how to create and manage ebIX projects how to model according to ebIX rules how to make syntax specific business documents how to maintain and change models and business document Based on: UN/CEFACT Modelling Methodology (UMM) UN/CEFACT XML Naming and Design Rules (NDR) UN/CEFACT Core Components Technical Specification (CCTS) ebIX, EFET and ETSO Harmonised role model

ebIX Technical Committee (ETC) Data exchange architecture Basic building blocks for data exchange Process design based upon Uniform methodology based on UMM (CEFACT) (e.g. Standard Transaction patterns) Graphic language : UML ebIX rules and recommendations Naming and design rules Translation of models to syntax-dependent messages (EDIFACT/XML) Identification schemes for metering points, parties and roles,… Code lists for data elements

ebIX Technical Committee (ETC) Architecture Layers Implementation Process models Building blocks Methodology UMM (UN/CEFACT Modelling Methodology) NDR (UN/CEFCAT XML Naming and design rules) ebIX Core ComponentsebIX Code lists External CCExternal Code lists Specific (Customer switching, Metering) NDR (UN/CEFCAT XML Naming and design rules ) EDIFACT (Implementation guides) XML (Schemas )

ebIX Technical Committee (ETC) Energy business domain model

ebIX Technical Committee (ETC) UMM Artefacts Sequence diagram A UseCase is described by an Activity diagram and a Sequence diagram Activity diagram Action state An Activity diagram may have one or more Subactivity diagrams linked through Subactivity states Subactivity state A message is detailed in a Class diagram Class diagram

ebIX, EMD ebIX Metered data project Making a model for the exchange of metered data between parties in the upstream European energy market: Fit into the overall ebIX model of the deregulated European energy market Give a basis for a common way of exchanging metered data in the upstream energy market Models available for Measure for imbalance settlement Measure for reconciliation Measure for billing Measure for determine switch stand

ebIX, EMD EMD UseCases (processes)

ebIX, EMD Example of detailed use case

ebIX, Customer Switching (CuS) Making a model for the exchange of structuring data in the European energy market Many characteristics of an object in the energy sector change over time: Customer switching Customer move End of supply Maintenance of master data Switch of roles, such as Balance responsible and Metered data collector Switch of attributes, such as Standard Load Profile, Annual consumption, Metering method ….

ebIX, Customer Switching (CuS) UseCase: Structure

ebIX, Customer Switching (CuS) Sequence: Customer switching

ebIX, Customer Switching (CuS) Activities: Customer switching New balance supplier Make contract with new consumer > Send request for change of metering point master data > Handle negative confirmation of start of supply > Start supply To be continued.... Old balance supplier > Stop supply Metering point administrator > Notify of end of relation > Process switch > Update metering point db 414/E03 (negative) 414/E03 (positive) 392/E03 Is there a balance supplier connected to the MP? E44/E03 End Switch OK? Start End Yes No

ebIX, Customer Switching (CuS) Activities: Customer switching, continued New balance supplier > Update DB Metering point administrator Exchange master data > Send master data, metering point Exchange switch stand E07/E03 End

ebIX, Customer Switching (CuS) Class diagram: 392, Request for change of metering point master data (E03)

Energy Measured Values Report Foreseen deliverables first phase: Model for Exchange of Metered Data for Billing between TSOs Common Core Components for Metered Data Joint project by ebIX and ETSO (with cooperation from EFET and UCTE)

Eurelectricand ebIX liaison group Eurelectric has the main responsibility for the business issues, while ebIX takes care of the technical (modelling) issues. The model may in a later stage be extended to other processes within the structuring phase of the energy market, i.e.: customer move end of supply change of meter update of master data etc. The liaison group have made a UseCase model describing the Change of supplier process within the European liberalised electricity market

Eurelectric and ebIX liaison group UseCase: Change of supplier

ebIX Vendor group To review ebIX deliverables before publication and generate feedback: standards should be clear and technical sound solutions To exchange experiences with implementation of ebIX (related) standards in various countries To advise ebIX about its on-going work and possible new work Dissemination of the ebIX results to the market participants Encourage standardisation from a practical perspective Provide observers for ebIX working groups on request from one of the groups or on own initiative To be informed by ebIX about its activities

General results of the ebIX work The ebIX framework is implemented in Austria, Belgium, Denmark, Finland, Germany, Netherlands, Norway, Sweden and Switzerland Millions of messages are exchanged between hundreds of actors in the above mentioned countries About 80 million messages a year in Sweden About 1000 actors in Germany and 300 in Norway The implemented processes include Structuring, including customer switching Metered data for settlement, reconciliation and billing Bidding on the Nordic power exchange (NordPool) Scheduling (in some countries)

Technical documents available on : ebIX Methodology ebIX Recommended identification schemes for the European energy industry ebIX Common rules and recommendations ebIX Recommendations for acknowledgement and error handling Implementation guides for UTILMD and UTILTS Results, Technical documents

Results, Benefits The only European alternative for the downstream energy domain Reuse of relevant experience We have a modelled solution: Quick development of national models Cost-efficient implementation using fixed elements

Harmonisation challenges Several bodies are involved in making e-business standards in the European energy market The rules, legislation, organisation and level of deregulation differs between countries and regions Complex and changing business processes Cooperation across boundaries: Electricity and gas Whole-sale (upstream) and retail (downstream) Moving towards ONE European energy market Special planning requirements for electricity Huge data volumes

How to succeed Understand common problems and markets Formulate practical and efficient solutions Cooperate with the gas market to reach the goals Respect local market rules and solutions, i.e. make it possible to adapt to new standards Promote the ”lessons learned” Try to obtain unanimous decisions Try to become the de-facto European standardisation- body for the energy market Base the work on voluntary participation, keeping the budget to a minimum

Conclusions Process descriptions and syntax are detailed and hard work ebIX syntax is open and modern (EDIFACT, XML) ebIX process descriptions are harmonised and open The processes cover much of the member countries need The process can be modified to fit new countries Without open and harmonised process descriptions (and syntax), much duplication of effort and of software will occur, and customer choice would suffer Harmonised process descriptions are especially important for open household customer markets Within the 3rd EU Internal Energy Market package, several items support the work and the goals of ebIX Harmonised data exchange is very important for IEM-wide customer choice and overall success of liberalisation

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