Effective B2B Working Group Strategies for Procedure Enhancement
Explore key insights from a B2B working group meeting led by Chris Cormack. Delve into agenda topics, attendee introductions, meeting schedules, and the review of draft terms of reference for procedure refinement.
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Presentation Transcript
B2B WORKING GROUP MEETING 3 August 2016 13:30 15:00 PRESENTED BY CHRIS CORMACK SLIDE 1
AGENDA 1. Welcome and Introduction 2. Review Terms of Reference and purpose of B2B working group 3. Define Meeting Schedule and Operating Rhythm 4. Review Rule change and scope of B2B changes 5. Outline Options for approach to updating B2B procedures 6. Principles for Procedure drafting 7. Participant Involvement Options 8. Next Meeting(s) Agenda and IEC meeting schedule SLIDE 2
WELCOME AND INTRODUCTION AEMO: Chris Cormack Procedure Lead, Lee Brown SME, Andrew Suwignjo SME, Paul LeFavi SME Retailer reps: Aakash Sembey Momentum Energy, Mark Riley AGL Energy, Mara Tenis Lumo/Red Energy, Additional Retail Rep Distributor reps: David Woods SA Power Networks, Brett McLean United Energy, David Sales TasNetworks, Anna Russo Endeavour Energy Metering or Third Party reps: Dean Van Gerrevink Vector, Michael Cruse Active Stream, Rod Jones itelliHub, Charles Coulson Metropolis Metering SLIDE 3
B2B MEETING SCHEDULE AUGUST/SEPTEMBER Meeting 2 17 August 10:00 -15:00 Meeting 3 25 August 12:00-16:00 Meeting 4 7 September 10:00-15:00 Meeting 5 16 September 12:00-16:00 (Subject to change) Meeting 6 28 September 10:00-15:00 All meetings to be held at Level 22, 530 Collins st, Melbourne (or via Video link) Meeting Agenda for next meeting and Minutes for previous meeting to be circulated 5 days after each meeting All papers, including drafting items, diagrams or information for review to be circulated with adequate time before meetings to allow participants to move quickly through items during working group meetings SLIDE 4
REVIEW DRAFT TERMS OF REFERENCE Current Purpose : To support the IEC in developing and recommending changes to the B2B procedures to accommodate the interrelated POC rule changes Review answering the following questions Imperative: Why do we need to change these procedures? Vision: What will these changes enable? Solution: How can we get to this outcome? SLIDE 5
REVIEW DRAFT TERMS OF REFERENCE Continued This is a formal working group reporting to the IEC (as per NER) Operate Primarily as a Working group to deliver draft B2B procedures to the IEC no later than 30 September 2016 Determine a POC implementation timetable, prioritisation of B2B services Consult with wider industry in preparations of draft B2B Procedures Review and respond to Stakeholder submissions received during consultation period SLIDE 6
PROCEDURE UPDATE OPTIONS OPTION S End-to-End Review Description Considerations 1. Services & Notifications Procedure Result in procedures that are better aligned, more consist, and with less duplication revised Service Orders, One Way Notification and PMD/VMD More effort required to update procedures new minimum service specification and market efficiency transactions Larger impact to existing procedures 2. Meter Data Process only covering standard meter data delivery 3. CSDN no material changes 4. Technical guideline document (not a procedure) elements such as Business Event Details moved into relevant procedure Moderate Change 1. Contestable Services Procedure new minimum service specification and market efficiency transactions Focus on updating existing and defining new services Minimise impact to existing procedures not affected by the rule changes 2. Non-Contestable Services Procedure retaining transactions not moved to item 1 Reduced risk of leaving insufficient time for market readiness activities 3. One Way Notification remove Meter Exchange transaction 4. Meter Data Process no material changes 5. CSDN no material changes 6. Technical guidelines document per option 1 Note: All procedures will be undergo Legal review and updated to the new AEMO template SLIDE 7
PRINCIPLES FOR PROCEDURE DRAFTING B2B Procedures simple communications to affect metering and market outcomes. Should be simple, efficient, reliable and easy to implement and promote innovation in advanced meter services. They do not impose barriers to entry or discriminate between parties. They do protect confidential information and ensure a uniform approach in all states. B2B factors; ask that the B2B procedures o come at a reasonable costs of compliance v benefits; o promote innovation and not restrict barriers to entry; o are able to be implemented in a reasonable timeframe. B2B Principles; provide procedures that o take a uniform approach in all jurisdictions; o are efficient, effective and reliable; o avoid discrimination between parties; o protect the confidentiality of commercially sensitive information. B2B communications; must include o data inputs/outputs; o timings and process maps; o content and format; o delivery method and backup. B2B Parties are: Distribution Network Service Providers, Retailers, Local Retailers, Metering Coordinators, Metering Providers, Metering Data Providers, Embedded Network Managers and other Third Party B2B Participants. SLIDE 8
PARTICIPANT INVOLVEMENT OPTIONS AEMO to complete draft procedures, B2B Working Group to review AEMO to draft with B2BWG to provide input AEMO Complete Framework providing structure and strategy for procedure update Convert procedures for existing communications and counterparties into new format SME review/ update of procedures for existing communications Legal review update procedures for existing communications Joint SME/Legal review Identify new procedures and core principles for procedure update Identify key information gaps Participants provide information to help in detailing B2B communications for procedures for new communications PROCEDURE UPDATE PROCESS Legal review update/ write new procedure AEMO Convert to new procedure template SME review update procedure (comments questions) B2BWG Joint SME/Legal review Get feedback from participants on redrafted procedures for existing communications Provide detailed document to B2BWG detailing changes for each procedure B2BWG Review detailed document for each procedure provided by AEMO AEMO Collect input from participants on new procedures and feedback on old and consolidate into new set of procedures Provide feedback Legal and SME review of New and Updated procedures draft for B2BWG Recommend changes B2BWG Complete review of draft New and Existing procedures for recommendations to the IEC AEMO Finalise procedure/Updates Get Sign-off from IEC for new draft procedures AEMO Final Joint Legal and SME review of procedures Start Consultation Get Sign-off from IEC for new draft procedures Start consultation SLIDE 9
DETAILED B2BWG/IEC MEETING SCHEDULE AUGUST/SEPTEMBER Strawman for B2B Procedure Changes Review First round updates to documents Progress Update and recap First Draft for discussion Complete Draft of new B2B procedures Review 2nd Round Updates to all procedures IEC recommendations 5th Meeting B2B Working 2nd B2B Working Group 3rd B2B working Group 4th B2B Working Group Meeting - 7 6th Meeting B2B working Group - Group - 16 Septemeber Meeting - 17 Aug Meeting - 25 August Outline Approach to B2B procedure update- document structure format, key elements and what is not changing Review procedures for existing communications and counterparties Finalise Drafting and instigate IEC/AEMO sign-off process September 28 September Any outstanding issues Identify Issues and agree amendments Review tasks allocated to create procedures for new communications Publish Draft procedures for consultation Review Draft procedures against MSATS procedures Review draft Glossary and Technical Specification document Agree work-plan for B2B procedure update tasks IEC Meeting on 30 September Prioritise Activity to meet deadline Review Draft procedures against B2B e-Hub business requirements Identify participants or AEMO to complete discreet B2B procedure update tasks Define any issues for escalation to IEC Meeting on 10 September SLIDE 10
