1. Smart Grid Maturity Model Assessment (SGMM) SAIEE Smart Grids Conference Mr. Teslim Yusuf February 2016 SANEDI Smart Grids Programme

2. Smart Grid Maturity Model Assessment & Baseline Assessment
SGMM was developed by the Global Intelligent Utility Network Coalition (GIUNC) and APQC, the Software Engineering Institute (SEI) are the steward of the model
The Baseline Assessment is a locally developed tool developed by SANEDI Smart Grids Team and Dr. Willem de Beer for local municipalities with a much smaller customer base
Leverages on the principles of the SGMM
Considers the IDP (5 years plan), SDBIP (12 months Budget Implementation Plan)
Adopts standard value chain principle for consistency of evaluation

3. Determine your driver for change
Low carbon Transition
Renewable Resources
Demand Response
Environment
Reliability
Operational Excellence
Ageing
Infrastructure
Capacity
Energy
Resources
Workforce
Operational
Efficiency
Customer
Satisfaction

4. The Smart Grid Maturity Model is
A management tool
that provides a
common language and framework
for defining key elements of
smart grid transformation
and helping utilities develop a
programmatic approach
and track their progress

5. Not just all talk
The Smart Grid Maturity Model Assessment (SGMM) has been carried out in 9 Municipalities within South Africa.
Municipality
Type of SGMM Version
City Power Johannesburg
Standard Assessment
Ethekwini
Mogale City
Msunduzi
Nelson Mandela Bay
Thabazimbi
Locally Developed
Govan Mbeki
Nala
Naledi

6. SGMM timeline
2007
2008
2009
2010
2011
2012
Global Intelligent Utility Network Coalition (GIUNC) develops SGMM
Utilities use SGMM v1.0
v1.1
v1.2
Software Engineering Institute serves as model steward
GIUNC:
CenterPoint Energy
Progress Energy
DONG Energy
North Delhi Power Ltd
Country Energy
Sempra Energy
Pepco Holdings
IBM
APQC
SEI releases SGMM v1.1 product suite
Licensing & certification program
for SGMM Navigation begins
Genesis - the model was developed by utilities for utilities – the genesis. Then show the steady state of SEI stewardship. Good that it was started by utilities, the SEI has added value as stewards. The next phase is put the model in the hands of expert Navigators.
Sep 2007: Idea conceived by Centerpoint Energy . APQC engaged to assist. Seven utilities from four continents provide SMEs over six months to develop, debate, pilot and validate the SGMM content
Sep 2007 – Jun 2008: GIUNC developed SGMM
Jun 2008: Opened to broad industry use
Mar 2009 – Mar 2010: SEI gathers input to update and improve SGMM
October 2010: SEI releases SGMM V product suite released
* APQC is a nonprofit member-based research organization with over 30 years of quality and process improvement research
SEI releases SGMM v1.2 product suite
Developed by utilities for utilities

7. SGMM at a glance 5 4 3 2 1 SMR Strategy, Management, & Regulatory
6 Maturity Levels: Defined sets of characteristics and outcomes 5 4 3
175 Characteristics: Features you would expect to see at each stage of the smart grid journey 2 1
SMR Strategy, Management, & Regulatory
OS Organization & Structure
GO Grid Operations
WAM Work & Asset Management
TECH Technology
CUST Customer
VCI Value Chain Integration
SE Societal & Environmental
8 Domains: Logical groupings of smart grid related characteristics

8. Smart Grid Maturity Model – levels
PIONEERING
OPTIMIZING
INTEGRATING
ENABLING
INITIATING
DEFAULT
Breaking new ground; industry-leading innovation
Optimizing smart grid to benefit entire organization; may reach beyond organization; increased automation
Investing based on clear strategy, implementing first projects to enable smart grid (may be compartmentalized)
Taking the first steps, exploring options, conducting experiments, developing smart grid vision
Default level (status quo)
Integrating smart grid deployments across the organization, realizing measurably improved performance

9. Smart Grid Maturity Model – domains
Strategy, Mgmt & Regulatory
SMR
Vision, planning, governance, stakeholder collaboration
Technology
TECH
IT architecture, standards, infrastructure, integration, tools
Organization and Structure OS
Culture, structure, training, communications, knowledge mgmt
Customer
CUST
Pricing, customer participation & experience, advanced services
Grid Operations GO
Reliability, efficiency, security, safety, observability, control
Value Chain Integration
VCI
Demand & supply management, leveraging market opportunities
Work & Asset Management
WAM
Asset monitoring, tracking & maintenance, mobile workforce
Societal & Environmental SE
Responsibility, sustainability, critical infrastructure, efficiency

10. SGMM Navigation: five-phase, expert-led process
Stakeholders complete SGMM Compass survey
Discussion and consensus answers lead to internal alignment on current state
Stakeholders review survey findings & set aspirational profile
Consensus on aspirational state and identification of motivations, actions, and obstacles to achieve it

11. Compass results: maturity profile example results3 3 2 2 2 2 1
SGMM maturity profile includes a maturity score for each domain

12. Strategy, Mgmt, & Regulatory
Example results Fictitious organization
Aspiration Setting Tool
Strategy, Mgmt, & Regulatory 5 4 3 2 1
What motivates this aspiration?
What actions must happen to achieve this aspiration?
What obstacles must be overcome to achieve this aspiration?
Aspiration
Current

13. Navigation results: consensus aspirations example results
This is where we aspire to be in X years 4 4 4 3 3 3 3 3 2 2 2 2 2 2
This is where we are today 1
NOTE: There is no “correct” target profile implied in the model; the optimal profile will vary by utility.

14. Key findings Internal Management and structure Revenue Management
Integrated value chain approach lacking
Revenue Management
Tariff redesign, cost reflective tariffs, customer segmentation
Asset Management practice
Maintenance and refurbishment, Life Cycle Asset management practice, workforce management
High non-technical losses
Electromechanical meters, calibration on CT’s, billing accuracy, customer information, fault detection,
Grid visibility and control
Advanced Metering Infrastructure, Control Centre/Back-office, Load limiting, DR
Project Management Units

15. Comprehensive Framework to guide the Smart Grid implementation in South Africa

16. Recommendations
Business Sustainability: Business units must be ring-fenced and detailed income and expenditure records must be kept. Municipalities must conduct network/grid studies perform cost of supply studies and thereafter align their tariff structures accordingly, through the approval mechanism
Customer: Participation and effective communication in general must be addressed and that technology deployment be leveraged to improve customer participation and the customer experience in interfacing with the utility
Methodology: Standardize the SGMM as an industry tool to benchmark and to drive investments. Use the SGMM as a motivation to initiate smart grid projects
Compliance and enforcement: NERSA, NT, DoE, CoGTA, must enforce compliance to established initiatives and regulation
Policy and Regulation: Policy and Regulation to drive change, efficiency use of energy, embedded generation, adopt the SGMM as a standard for motivating for investment and project initiation

17. Continued….
Technical: Integrated demand response, load management and energy profile solutions must be investigated and implemented. Maintenance performance must be evaluated, measured and tracked to address root causes, hedge against plant failure, and improve electricity reliability, availability, and supply.
Technology: Municipalities must enable technology deployment by setting a smart grid vision and strategy prior to embarking on a smart grid journey. Technology should incorporate interoperability, upgradability, security, safety, cost and performance must form part of the evaluation and award criteria.

18. Nicholas Charles Trublet
To select well among old things, is almost equal to inventing new ones.
Nicholas Charles Trublet