AMI Toolbox
The Mid-Atlantic Distributed Resources Initiative (MADRI) Advanced Metering Infrastructure (AMI) Toolbox was developed in 2005 to provide Mid-Atlantic PUCs with additional resources for learning more about AMI.
The AMI Toolbox represents a compilation of reports and studies as well as other web- based resources that have been accumulated by MADRI support staff as they have evaluated AMI strategy options. The "toolbox" is not intended to provide a definitive library and should be viewed as a work-in-progress with the expectation that additional resources will be added as the MADRI states continue their evaluations of AMI opportunities. All of the documents contained in the "toolbox" are public documents and users should feel free to distribute or quote from these documents.
In May 2008, the AMI toolbox was updated with more than 40 new documents.
New: Smart Metering Projects Map
This interactive map shows smart metering initiatives around the world, including details of technology used, dates, volumes, etc.
Background Materials:
- MADRI AMI Toolbox Press Release (November 2, 2005)
- Presentation and Handout to NARUC Staff Committee on Electricity and Ad hoc Committee on Electric Reliability (November 13, 2005)
The materials in this section provide a broad overview of AMI and are an excellent source of reference material for those hoping to quickly learn more about AMI.
- FERC: 2008 Assessment of Demand Response & Advanced Metering (December 2008)
- FERC: 2007 Assessment of Demand Response & Advanced Metering (September 2007)
- Edison Electric Institute: Retail Electricity Pricing And Rate Design In Evolving Markets (July 2007)
- Regulatory Assistance Project: Status of Selected States' Involvement in AMI and Time-Sensitive Rates (Mid-2007)
- Barbara Alexander, Consumer Affairs Consultant: Smart Meters, Real Time Pricing, & Demand Response Programs: Implications for Low Income Electric Customers (May 2007)
- Edison Electric Institute: Deciding on "Smart" Meters: The Technology Implications of Section 1252 of the EPAct Of 2005 (September 2006)
- FERC: 2006 Assessment of Demand Response & Advanced Metering (August 2006)
- Edison Electric Institute: Responding to EPAct 2005: Looking at Smart Meters for Electricity, Time-Based Rate Structures, & Net Metering (May 2006)
- Rocky Mountain Institute/SWEEP: Demand Response: An Introduction – Overview of Programs, Technologies, & Lessons Learned (April 2006)
- PIER Demand Response Center: Scoping Study to Develop a DR Research Plan (February 2005)
- Chris King, eMeter: Overview of AMI System Features and Capabilities (September 2004)
- eMeter: Executive Brief: Advanced Metering Information Systems (Jun 2004)
- Capgemini: Advanced Metering Infrastructure Discussion (April 2004)
- WG3-Meter Function Group: Functional Requirements for the AMI System (March 2004)
- Metering America: California Initiative May Mandate AMI & Market Based Rates (February 2004)
- NYSERDA: A Primer on Smart Metering (September 2003)
- Pareto Associates:Smart Meters for Smart Competition–Australia (May 2001)
These papers provide a broad strategic perspective on the critical role that AMI could play in helping to enable markets for distributed resources as well as helping utility companies modernize their distribution systems and business practices.
- FERC: Assessment of Demand Response & Advanced Metering Staff Report (December 2008)
- NRRI: Advanced Metering Infrastructure: What Regulators Need to Know About Its Value to Residential Customers (February 2008)
- NRRI: Advanced Metering Infrastructure: What Regulators Need to Know About Its Value to Residential Customers (February 2008)
- Brad Johnson: Proposed Regional Approach for Smart Grid Deployment In the Mid-Atlantic Region – A White Paper (August 2007)
- The Brattle Group: The Power of Five Percent - How Dynamic Pricing Can Save $35 Billion in Electricity Costs (May 2007)
- The Brattle Group: The Power of Five Percent - How Dynamic Pricing Can Save $35 Billion in Electricity Costs (May 2007)
- FERC: Assessment of Demand Response & Advanced Metering Staff Report (Docket AD06-2-000) (August 2006)
- MADRI Action Items: Pricing to Induce Customer Demand Response (June 2006)
- U.S. DOE: Benefits of Demand Response in Electricity Markets and Recommendations for Achieving Them (February 2006)
- Rich Sedano/Calvin Timmerman: Demand Response and Advanced Metering Infrastructure in CA: A Problem, a Solution, and a Program (December 2005)
- Itron: Critical Role of Advanced Metering Technology (May 2005)
- Patrick Mazza: The Smart Energy Network: Electricity's 3rd Great Revolution (2004)
- Center for Study of Energy Markets: Dynamic Pricing, Advance Meter & Demand Response in Electricity Markets (October 2002)
- Roger Levy: Meter Scoping Study (March 2002)
AMI investments require substantial investments of capital. The resources in this section provide a wealth of information on the process California has undertaken to ensure that AMI represents a prudent investment. This section also contains the actual AMI business cases that California's largest three investor owned electric utilities have filed with the California Public Utility Commission.
- San Diego Gas & Electric: Proposed Decision for AMI Deployment – Draft (October 2007)
- Southern California Edison: Edison SmartConnect™ Deployment Funding & Cost Recovery – Vol 5: Cost Recovery Proposal (July 2007)
- Southern California Edison: Edison SmartConnect™ Deployment Funding & Cost Recovery – Vol 4: Demand Response (July 2007)
- Southern California Edison: Edison SmartConnect™ Deployment Funding & Cost Recovery – Exhibit 3: Financial Assessment & Cost Benefit Analysis: (July 2007)
- Southern California Edison: Edison SmartConnect™ Deployment Funding & Cost Recovery – Vol 2: Deployment Plan (July 2007)
- Southern California Edison: Edison SmartConnect™ Deployment Funding & Cost Recovery – Vol 1: Policy (July 2007)
- Southern California Edison: Application for Approval of AMI Deployment Activities & Cost Recovery Mechanism (July 2007)
- San Diego Gas & Electric: Appendix A: Settlement Agreement Regarding SDG&E's AMI Application – Draft (March 2007)
- San Diego Gas & Electric: Proposed Decision for AMI Deployment – Draft (March 2007)
- San Diego Gas & Electric: Final AMI Business Case (March 2005)
- Southern California Edison: Final AMI Business Case (March 2005)
- Pacific Gas & Electric: Final AMI Business Case (March 2005)
- Southern California Edison: Revised AMI Business Case (January 2005)
- Pacific Gas & Electric: Revised AMI Business Case (January 2005)
- San Diego Gas & Electric: Revised AMI Business Case (January 2005)
- PPL Electric Utilities: Direct Testimony of Doug Krall regarding AMI cost recovery (2004)
- PPL Electric Utilities: Rebuttal Testimony of Doug Krall regarding AMI cost recovery (2004)
- Pacific Gas & Electric: Initial AMI Business Case (October 2004)
- Southern California Edison: Initial AMI Business Case (October 2004)
- Southern California Edison: Delivering Cost-Effective Demand Response (September 2004)
- CPUC: Rulemaking on Policies & Practices for AMI & DR (June 2004)
- CPUC & CEC: Recommended Framework for AMI Business Case Analysis (April 2004)
- California PUC: Guidelines for AMI Business Case Analysis (February 2004)
- Roger Levy: Establishing the Scope for the Business Case Structure to Evaluate AMI (September 2003)
This section contains information relating to the plan the Ontario Energy Board in Canada announced in January of 2005 for deploying 800,000 smart electricity meters by December 31, 2007.
- Ontario Energy Board Ontario Smart Price Pilot – Final Report (July 2007)
- Ontario Energy Board Smart Meter Implementation Plan (January 2005)
- Ontario Energy Board Press Release – AMI Implementation Plan (January 2005)
- Ontario Energy Board Summary – Ontario Smart Meter Implementation Plan (January 2005)
- Navigant Consulting Blueprint for Demand Response in Ontario (April 2003)
Smart meters have little value unless they are accompanied by smart rates. The resources in this section examine the potential for new rate structures supported by advanced metering infrastructure and also provide summaries of studies that have evaluated how electric consumers respond to new pricing structures.
- The Brattle Group: Bringing Dynamic Pricing to the Mass Market (March 2008)
- Idaho Power: 2007 Energy Watch and Time-of-Day Programs Annual Report (February 2008)
- EEI: Appendix E: Comparison of Results Across Dynamic Pricing & Time-Based Rate Pilot Programs (January 2008)
- EEI: Quantifying the Benefits of Dynamic Pricing in the Mass Market (January 2008)
- Summit Blue Consulting, LLC: Final Report for the MyPower Pricing Segments Evaluation (December 2007)
- PNNL: PNNL GridWise™ Testbed Demo Projects – Part I. Olympic Peninsula Project (October 2007)
- CRA International: California's Statewide Pricing Pilot: Commercial & Industrial Analysis Update (June 2006)
- RLW Analytics: AmerenUE Residential TOU Pilot Study: Load Research Analysis – 2005 Program Results (June 2006)
- Boice Dunham Group: Advanced Demand Response System Field Trial – 2005 Market Research for the Statewide Pricing Pilot (April 2006)
- KEMA: 2005 Smart Thermostat Program Impact Evaluation (April 2006)
- Southern CA Edison Company: SPP Program Final Report: Additional Control Technologies (ACT) for Small/Medium Commercial Customers (April 2006)
- Rocky Mountain Inst.: Automated Demand Response System Pilot, Volume 1 – Intro & Exec Summary (March 2006)
- Roger Levy: California Statewide Pricing Pilot (2005)
- Christensen Associates Energy Consulting, LLC: Evaluation of California's Real-Time Energy Metering (RTEM) Program (August 2005)
- UtiliPoint: Is Real Time Pricing Worth the Effort? (March 2005)
- CRA International: Impact Evaluation of the California Statewide Pricing Pilot (March 2005)
- Nexus Energy Software, Opinion Dynamics, & Primen: Information Display Pilot – California Statewide Pricing Pilot (January 2005)
- RLW Analytics: Program Impact Evaluation of the 2004 SCE EnergySmart ThermostatSM Program (January 2005)
- Workshop Issues: Advanced Metering & Dynamic Rates (October 2004)
- California Energy Commission: Response of Residential Customers to CPP & TOU Rates (September 2004)
- Community Energy Cooperative: Evaluation of the Energy-Smart Pricing Plan – Project Summary & Research Issues (February 2004)
- CPUC: Summary Report on Experiential Workshops (September 2002)
The reports provided in this section provide a useful historical perspective on AMI. During the early days of electric utility restructuring, many believed that advanced meters and related communications infrastructure would receive a substantial boost from newly unleashed competitive forces. These reports provide a useful insight into why AMI development evolved down a different path.
Materials in this section summarize current efforts to provide greater standardization for equipment platforms, communication architecture and user interfaces related to AMI deployments.
- California Energy Commission: Network Security Architecture for Demand Response/Sensor Networks (October 2005)
- EPRI: Intelligrid Consortium Consumer Portal Project (April 2005)
- EPRI: Consumer Portal Stakeholder FAQ & Summary (March 2005)
- EnerNex: Open AMI Task Force (January 2005)
- EnerNex: Strawman Reference Design for Demand Response Info Exchange (October 2004)
MADRI, with financial support from DOE, commissioned the "Installed Meter Survey" to develop a better understanding of what types of meters were currently installed in the Mid-Atlantic region and how these meters were currently being used. The report that was produced as a result of the survey presents a summary of the survey results.
This section contains web links for industry associations whose activities include AMI.