1. Erich W. Gunther UtilityAMI Chairman/Facilitator Chairman/CTO – EnerNex Corporation erich@enernex.com Jerry Melcher Onsite facilitator for this meeting Consulting Engineer – EnerNex Corporation jerry@enernex.com Utility Industry AMI Requirements Development: An Open Process HAN Task Force Kickoff Meeting

2. Copyright © 2006 EnerNex Corporation. All rights reserved. Agenda  OpenAMI Overview  Create HAN Task Force Scope  Identify Stakeholders / Collaborators  Specify Deliverables  Establish a Timeline

3. Copyright © 2006 EnerNex Corporation. All rights reserved. UtilityAMI Definition, Mission and Goal  UtilityAMI is …A forum to define serviceability, security and interoperability guidelines for advanced metering infrastructure (AMI) and demand responsive infrastructure (DRI) from a utility / energy service provider perspective.

4. Copyright © 2006 EnerNex Corporation. All rights reserved. UtilityAMI Definition, Mission and Goal  UtilityAMI will develop high level policy statements that can be used to facilitate efficient requirements and specification development using a common language that minimizes confusion and misunderstanding between utilities and vendors. UtilityAMI will also coordinate with other industry groups as required to efficiently carry out its mission.

5. Copyright © 2006 EnerNex Corporation. All rights reserved. UtilityAMI Definition, Mission and Goal  UtilityAMI has a goal to utilize the UtilityAMI work products to influence the vendor community to produce products and services that utilities need to support their AMI and DRI initiatives.

6. Copyright © 2006 EnerNex Corporation. All rights reserved. Glossary: Definition of AMI  An advanced metering infrastructure is a comprehensive, integrated collection of devices, networks, computer systems, protocols and organizational processes dedicated to distributing highly accurate information about customer electricity and / or gas usage throughout the utility and back to the customers themselves.

7. Copyright © 2006 EnerNex Corporation. All rights reserved. Glossary: Definition of AMI  Such an infrastructure is considered “advanced” because it not only gathers customer data automatically but does so securely, reliably, and in a timely fashion while adhering to published, open standards and permitting simple, automated upgrading and expansion.

8. Copyright © 2006 EnerNex Corporation. All rights reserved. Glossary: Definition of AMI  A well-deployed advanced metering infrastructure enables a variety of utility applications to be performed more accurately and efficiently including time-differentiated tariffs, demand response, outage detection, theft detection, network optimization, and market operations.

9. Copyright © 2006 EnerNex Corporation. All rights reserved. UtilityAMI Tasks 1.Glossary and Common Language Framework a)A universal AMI glossary of terms and definitions b)A framework for technology capability evaluation c)A common, minimum requirements definition document 2.Modular Meter Interface Policy for modular communication interfaces in meters 3.Security Security issues and their relationship to business needs 4.Consumer Interface – HAN Task Force Policy for Customer Portal interface to customer end user appliances 5.AMI Network Interface Policy for AMI network to MDMS interfacing 6.Back Office Interface Policy for MDMS to enterprise back office system connectivity 7.General Issues Forum  

10. Copyright © 2006 EnerNex Corporation. All rights reserved. Common Requirements Document  A short, easily reviewable summary of what UtilityAMI members consider important for an Advanced Metering Infrastructure.  The currently foreseeable requirements for AMI systems.  AMI vendors should consider taking the information in this document into account when designing or developing AMI Systems or components  Each utility will be making its own independent decision on infrastructure and technology; consequently specific requirements will vary from utility to utility.  Document intended to provide to vendors some general guidelines as to currently desired AMI system functionality.

11. Copyright © 2006 EnerNex Corporation. All rights reserved. The Requirements 1)Standard Communication Board Interface 2)Standard Data Model 3)Security 4)Two-Way Communications 5)Remote Download 6)Time-of-Use Metering 7)Bi-Directional and Net Metering 8)Long-Term Data Storage 9)Remote Disconnect 10) Network Management 11) Self-healing Network 12) Home Area Network Gateway 13) Multiple Clients 14) Power Quality Measurement 15) Tamper and Theft Detection 16) Outage Detection 17) Scalability 18) Self locating

12. Copyright © 2006 EnerNex Corporation. All rights reserved. Requirements Voting Results  10 YES votes out of 10 voting – unanimous!  The utilities voting represent more than 20 million meters in North America and nearly 60 million meters worldwide. 1.American Electric Power (AEP) 2.Con Edison 3.Duke Energy 4.Electric Power Research Institute (EPRI) 5.Electricitie de France (EDF) 6.First Energy 7.Hawaiian Electric Company (HECO) 8.Keyspan Energy 9.Sempra Energy (SDG&E) 10.Southern California Edison (SCE)

13. Copyright © 2006 EnerNex Corporation. All rights reserved. Status and Next Steps  Task 1 complete  Glossary published on collaboration site  Web version of glossary accessible to members  Technology capability evaluation method published by SCE (http://www.sce.com/ami/ ) – no longer a UtilityAMI subtaskhttp://www.sce.com/ami/  Common requirements approved August 4, 2006  Task 2 (modular interface) – transferred to OpenAMI  Task 3 (Security) draft document being prepared  Task 4 (Consumer Interface) – this meeting!

14. Copyright © 2006 EnerNex Corporation. All rights reserved. HAN Task Force Scope  High level reference design/architecture  Utility Requirements  Information Models  Security  Open Discussion

15. Copyright © 2006 EnerNex Corporation. All rights reserved. Stakeholders and Collaborators  Utility driven  Vendor input required  Hardware – network, devices  Associations – e.g. ZigBee, ZWave, Etc.  Standards Groups  Open Discussion

16. Copyright © 2006 EnerNex Corporation. All rights reserved. Deliverables  HAN Requirements  Device Models  Security Model (build on CEC PCT?)  Open Discussion

17. Copyright © 2006 EnerNex Corporation. All rights reserved. Establish a Timeline  What is due when?  Who needs what when?  Future meetings – GridWeek – April 23  Open Discussion

18. Copyright © 2006 EnerNex Corporation. All rights reserved. For any additional information, please do not hesitate to contact us Note: Full participation requires UCAIug membership – join at http://www.ucauser sgroup.org/ Erich W. Gunther EnerNex Corporation Phone: 865-300-8690 erich@enernex.com erich@enernex.com Terry Mohn UtilityAMI UtiliMember tmohn@semprautilities.com www.utilityami.org Contact Us