MeterSense Meter Data Management SmartWorks Compass .
Statement of WorkMeterSense Meter Data ManagementSmartWorks Compass Utility Decision ManagementCustomerConnect Web PresentmentPresented toCity of Lawrence KSFebruary 27, 2018Version: 0.7www.harrisutilities.com/smartworks
Revision ControlDocument Title:Author:City of Lawrence –SmartWorks Compass Statement of WorkHarris Utilities SmartWorks - Professional ServicesVersionVersion 0.1Version 0.2Version 0.3Date2018.01.102018.01.192018.01.24AuthorC. CraigV. GagnierV. GagnierVersion 0.4Version 0.5Version 0.6Version 0.72018.02.082018.02.142018.02.212018.02.27City of LawrenceV. GagnierCity of LawrenceV. GagnierDetails / CommentsInitial Draft.Review/EditIncluded Advanced MDM integration work as partof scope for Statement of WorkAdded comments as a follow up on 2018.02.07 callUpdates based on commentsProvided feedbackUpdates based on 2018.02.27 call with customerSmartWorks Compass SOW – City of LawrencePage 2
Table of ContentsContentsREVISION CONTROL . 2TABLE OF CONTENTS . 31 INTRODUCTION . 51.11.21.32Glossary of Terms. 5Roles and Responsibilities . 7Related Documents . 7SMARTWORKS COMPASS IMPLEMENTATION SCOPE . 82.12.2Software Modules . 8SmartWorks Compass Modules . 82.2.1 MeterSense MDM .82.2.2 Distribution Optimization Module .92.2.3 Process Automation Module Functionality.92.2.4 Weather Content . 102.32.42.53Compass and Connect Training and Discovery Sessions . 10Deliverables. 12Areas Out of Scope. 12CUSTOMERCONNECT IMPLEMENTATION SCOPE. 133.13.23.3CustomerConnect Modules . 13CustomerConnect Training . 15Project Deliverables, Milestones and Work Products . 153.3.1 Deliverables . 153.3.2 Work Products . 153.44Areas Out of Scope. 16SOFTWARE INTEGRATIONS . 174.14.2AMI Head End System . 17Customer Information System - Advanced’s CIS Infinity (v4.x) . 184.2.1 CIS Synchronization Integration between Advanced’s CIS Infinity and SmartWorks Compass . 184.2.2 CIS Synchronization Integration between Advanced CIS Infinity and AMI . 194.2.3 Billing Interface (MultiSpeak ): . 204.2.4 Service Order Integration . 204.2.5 Remote Actions . 204.34.44.54.64.75CustomerConnect Infinity.Link SSO Integration . 20CustomerConnect / MDM Integration (MeterSense) . 21Weather Integration . 21Distribution Optimization . 22Geographic Information System (GIS) . 22PROJECT MANAGEMENT APPROACH . 23SmartWorks Compass SOW – City of LawrencePage 3
5.15.25.35.45.56Communication/Relationship Management Approach . 23Work Management Approach . 24Change Management Approach . 25Risk Management Approach . 25Acceptance Management Approach . 27DELIVERY APPROACH. 286.16.26.36.4Implementation Approach – Phases, Deliverables, Key Milestones. 28Implementation Methodology. 28Implementation Timeline. 31Validation/Testing Approach . 316.4.1 Solution Acceptance Testing Procedure . 326.56.6Customer Resource Involvement. 34Engagement Completion Criteria. 367 ASSUMPTIONS . 378 DOCUMENT ACCEPTANCE AND SIGNOFF. 38APPENDIX A – CHANGE ORDER TEMPLATE. 39SmartWorks Compass SOW – City of LawrencePage 4
1. INTRODUCTIONThis Statement of Work (SOW) defines the work to be performed by the Harris Utilities, SmartWorks andAdvanced Utility Systems (Advanced) divisions of N.Harris Computer Corporation (Herein referred to as“Harris”) for City of Lawrence (Herein referred to as “Customer”). This SOW includes a high leveltimeline, fees, and other Terms and Conditions specific to the services requested by Customer.This document serves as the complete understanding, between Customer and Harris, as to what thecurrent Statement of Work entails. This document will be used as a reference by Harris for theconfiguration and implementation of SmartWorks Compass MDM (Herein referred to as the “HarrisSoftware”). This document will also be used by Customer to determine if the Harris Software providesthe functionality requested and agreed to, per this document. If there are any issues during the projectlifecycle, this document will be used to help determine if the issue is a configuration/development issueor if the issue was not included as part of the current Statement of Work.Changes to this document shall be made through a Change Management Process as described Section5.3.The implementation project will accomplish the following high level objectives:1. Install, configure and implement The Harris Software as defined in Section 2.1. This solution will beinstalled in a Harris Hosted environment.2. Initiate the collection and management of interval data from AMI Meters within the Harris Software.3. Integrate with Advanced’s CIS and Customer’s future AMI (to be selected after SOW signature) toimport meter usage, event and location data and provide the necessary meter, event, and billingdata as required.4. Deliver system training designed to develop competency with the use and configuration of theHarris Software.1.1Glossary of TermsAcceptance TestingPeriodHas the meaning given in Section 6.4.Actual SolutionAcceptance DateHas the meaning given in Section 6.4.1.Billing DeterminantThe measure of consumption used to calculate a customer’s bill. A billingdeterminant is either; A register read; or A value calculated by the MDM for billing purposes based on intervaland/or register read data. If rates are blocked, seasonallydifferentiated, or time-differentiated, then the billing determinantsare organized in the same fashion.SmartWorks Compass SOW – City of LawrencePage 5
Change ManagementProcessCorrection PeriodDeliverableThe process outlined in section 5.3 of the SOW, which Harris will follow forany proposed changes to the SOW.Has the meaning given in Section 6.4.1.An item created during the engagement that requires formal review andapproval by the customer.DeliverableAcceptance CriteriaHas the meaning given in Section 5.5.DeliverableAcceptance CriteriaDocumentHas the meaning given in Section 5.5.Detailed Project PlanA plan jointly created and base lined by Customer and Harris during theInitiation/Definition phase of the project, which establishes theimplementation timeline (including certain milestones) for the project.Expected SolutionAcceptance DateThe date, identified in the Detailed Project Plan, by which the Partiesexpect Solution Acceptance to be achieved.Functional TestingGo-Live PlanDocumentIntegration TestingHas the meaning given in Section 6.4.A Deliverable identifying and describing the activities to be performedduring the Go-Live phase of the project.Has the meaning given in Section 6.4.A meter read showing the consumption over a defined period of time, orinterval, normally 1 hour, 30 minutes, 15 minutes or 5 minutes.Interval Read DataRegister Read DataTypical units of measure include Gallons/cubic foot or cubic meter forwater meters.A value provided by the meter that is shown on the meter’s faceplate, andhence can be validated by the customer by visual inspection of the meter.This can include: Cumulative Consumption Register Read – total measured consumptionsince the meter was manufactured or refurbished (Typical units ofmeasure include Gallons/cubic foot or cubic meter for water meters.) Time of Use Consumption Register (total consumption during aspecific time of use window)SmartWorks Compass SOW – City of LawrencePage 6
1.2Roles and ResponsibilitiesThe activites to be carried out are detailed in each section of this SOW. The table below defines theassociated roles and responsibilities at a high level. References the corresponding sections of the SOWare included when a more detailed description is required.ResponsibilityEstablish detailed project planRoleProject Managers(Harris/Lawrence)Ensure resources are available to carry out tasks defined in section Project Manager6.4.1 Customer Resource Involvement(Lawrence)Ensure resources are available to perform work as defined in SOWProject Managers (Harris)Ensure proper communication between Harris business unitsProject Managers (Harris)Ensure assistance and cooperation by Third Party VendorsProject Manager(Lawrence)Participate in weekly project callsProject Team(Harris/Lawrence)Ensure all VPN Tunnels are opened for communication between IT (Lawrence)integration pointsPerform initial install on Customer environment (in the Harris Data Infrastructure specialistCenter)(Harris)Install Software Modules as per section 2.1 of SOWSmartWorks Consultants(Harris)Provide deliverables as defined in section 2.4 of SOWSmartWorks Consultants(Harris)Provide AMI infrastructure and meter dataMetering (Lawrence)Provide input data for integration points as defined in section 4 Project Team (Lawrence)Software IntegrationsInstall and configure integration points as defined in 4 Software SmartWorks ConsultantsIntegrations(Harris)Engage in tasks defined in section 6.4.1 Customer Resource Project team (Lawrence)InvolvementPerform configuration updates once training has been delivered andProject team (Lawrence)User Acceptance Testing is completed1.3Related DocumentsRelated documents to the SOW are:1. This Statement of Work is Schedule C of the HARRIS-SMARTWORKS SAAS AGREEMENTBETWEEN N. HARRIS COMPUTER CORPORATION AND THE CITY OF LAWRENCE.SmartWorks Compass SOW – City of LawrencePage 7
2SmartWorks Compass Implementation ScopeThe scope of this Statement of Work is to implement the Harris Software solution for Customer and totrain the key people on the operation of the Harris Software. Customer will, at a yet to be determineddate, procure and install their respective advanced meters and supporting network infrastructure.Software Modules2.1The following Harris Software modules will be installed in the Harris DataCenter and configured as partof the scope of this engagement:1. SmartWorks Compass, including the following modules: MeterSense MDM Distribution Optimization Process Automation Weather2. CustomerConnect, including the following modules: HomeConnectHarris will deploy two instances of the Harris Software in Hosted environment: 1 Test instance and 1Production instance. CustomerConnect will be installed on a separate server. The Harris Software willbe capable of importing, processing and storing thirty six(36) months of data for hourly residentialmeters from 35,000 water meters and will be sized appropriately to manage this volume of data. (Serversizing will accomodate normal organic utility growth in the 2%-5% range) An archive and purge processwill be used for data older than 36 months. Archived data will be recoverable for no additional fee.A set of test meters in the production environment will be defined by Customer as being eligible fortesting disconnect/reconnect functionality. This will occur as soon as practical after the selection of theAMI vendor, within the timelines defined in section 6.3.2.2SmartWorks Compass ModulesAt the end of the implementation, Harris will have delivered the Harris Software as described in thissection.2.2.1MeterSense MDMMeterSense MDM stores, manages and maintains data identified in section 4, Software Integrations.After installation of MeterSense MDM by Harris, meter reads validation routines (VEE – Validate, edit,estimate) as defined in SmartWorks User-Guide VEE will be available for configuration. Customer willalso have access to core MDM reports. Data will be presented on the core reports based on: modules identified in this Statement of Work availability of the data described in section 4, Software IntegrationsSmartWorks Compass SOW – City of LawrencePage 8
No custom reports were identified at the time of writing this Statement of Work.2.2.2Distribution Optimization ModuleHarris will install and configure the Distribution Optimization module.Functionality delivered: Enabling of Distribution Optimization reports (non-electric): Meter Usage Comparison Loss Analysis Line Graph Analysis Coincident Peaks Continuous Usage report (water) High Water Usage (water)Assumptions and prerequisites Hourly or sub-hourly interval data must be loaded into the system for all metered end points. Themeter reads must be provided by one of the reading system documented in the SoftwareIntegrations section. To enable accurate Loss Analysis, meter reads for parent meters (e.g. feeder, plant meters,etc) must be availableTo enable the Loss Analysis functionality, one of the utilitie’s System of Record documented in theSoftware integration section must provide: a list of parent and child meters a date-driven relationship (meter hierarchy) with corresponding multipliers2.2.3 Process Automation Module FunctionalityHarris will install and configure the Process Automation module, including the rules editor userinterface.The Functional and Process Training will include a Process Automation module Overview session of up tofour(4)hrs. The Process Automation Module is a technical module on rules development designed toenable participants to become familiar with the functionality of the Rules Engine. This module is ofparticular interest to department leads, who will identify opportunities for business processoptimization. The topics include:1. Overview of Rules Engine as a tool, Lifecycle of a Rule, Rule Components2. Using the Rules Engine to run rules and evaluate the resultsAdvanced training will also be provided as defined in section 2.3 of this SOW.SmartWorks Compass SOW – City of LawrencePage 9
In addition to training, the project scope includes up to 20hrs of services to define requirements relatedto the integration of KPI metrics currently used in the SCADA dashboard (e.g. max day hour by customerclass and individual customers). This level of effort includes: KPI Discovery session(s) with Customer Requirement document Integration requirements Expected outputs Effort estimates Calls with Customer to validate requirements (document iterations)At the end of the KPI discovery session, it is possible that the recommendations include solutions thatwould leverage modules other than the Process Automation module.Upon request, Harris can provide additional services for the development and implementation ofcomplex rules (rules that require a level of effort greater than 4hrs to develop and test), with theadditional fee based on the scope of services for this effort.2.2.4 Weather ContentHarris will install and configure the Weather content module and enable the overlay of observedweather data on usage reports.With the Weather Content module, the Harris Software will integrate weather data services with dailyfeed of observed weather data received from the Weather Network weather station determined to beclosest to Customer’s location.2.3Compass and Connect Training and Discovery SessionsHarris will deliver the following training courses:Overview Training Session (1 day Remote)The Overview Training is held with the core user group when initial configuration is complete. Thissession is held remotely and provides users an overview of current system functionality.Upon conclusion of this session, users are able to dive into the Compass and Connect platforms andunderstand existing configuration.Discovery Session (3 days onsite)The purpose of the discovery session is to demonstrate existing functionality and elicit feedback forupdates to functionality. Emphasis is placed on understanding existing customer business process andthe impact to the process due to Compass is documented in the Functional requirement documents.Functional and Process TrainingOption A (3 days onsite – Functional training, remote UAT support)During the onsite Functional and Process Training, up to 10 users will be provided training on the HarrisSoftware. System Navigation will be reviewed as well as the main business functions of the solutions.SmartWorks Compass SOW – City of LawrencePage 10
Option B (remote Functional training, 3 days onsite UAT support)Alternatively, if the customer prefers, functional training can be scheduled remotely with up to 7individual WebEx sessions scheduled over a 2 week span in order to provide training at a slower pace.With option B, the 3 days onsite will be provided closer to the end of the UAT phase (User AcceptanceTesting) in order to help close out activities and provide ad-hoc training if training is provided remotely.Training includes system administration and maintenance. Following the functional training, theBusiness processes and use cases applicable to Customer will be reviewed.SessionHarris Software OverviewAdministrator FunctionsData SetupMeter Reads & Validating, Estimating, Editing – VEEUsing Maps and ReportsAdvanced ReportingSystem AdministrationBilling & Customer Service FunctionsProcess Automation module OverviewSuggested AttendeesAll Compass Users (Core Team, CustomerService (CS), Billing, Metering, IT)Core Team, ITCore Team, including Billing & MeteringCore Team, including Billing & MeteringAll Compass Users (Core Team, CustomerService (CSR), Billing, Metering, ITCore Team, ITCore Team, ITCore Team, Billing and Customer Service(CSR)Core Team, MeteringAdvanced Process Automation Module Rules Training (2 days onsite)The Advanced Process Automation Rules Training course is a two day technical course on rulesdevelopment designed to enable participants to become competent at developing rules for MeterSenseand Compass modules.The topics include:1. Overview of Rules Engine as a tool, Lifecycle of a Rule, Rule Components2. MeterSense Data Schema/Data Flow/ Rules Performance Managementa. Applications of Rulesb. AMI System Performancec. Responding to VEE exceptionsd. Meter Events and Alarms3. Data Analysis4. Data Safety PracticesThe course will be delivered following rules design themes so that participants understand theconstruction of rules and can apply those design themes to any functional application and will includehands on exercises and an exam.The Advanced Process Automation Module Rules Training course will be delivered to up to 2participants. The intent is to train individuals within an organization to create a “rules engineSmartWorks Compass SOW – City of LawrencePage 11
technician”, who can take business requirements from business lines develop a rule that meets thebusiness needs. An organization should only need 1 or 2 technicians.Competency with SQL and a basic understanding of databases are pre-requisites for participants in theAdvanced Process Automation Module Rules Training course.Customer should also have a number of “rules champions”, who represent a business unit. The ruleschampions will be trained on the capabilities of the Rules Engine during the Functional and Processtraining course. These business unit rules ‘champions’ would be responsible for finding ways to improvetheir business and then passing the requirements to the rules engine technician (i.e. the 1 or 2 peopletrained by this course). The technician creates the rule. The champion tests and signs off on the rule.2.4DeliverablesThe following list identifies the key deliverables associated with this project: SmartWorks Compass Functional and Integration Requirements Document Advanced’s CIS Integration to MeterSense MDM & Customer Connect - Business RequirementsDocuments Harris Software Testing Plan Harris Software installation in Hosted Environment Harris Software configuration Harris Software integration Harris Software Training DeliveredThe following list identifies the key work product documentation associated with this project: Project Schedule Acceptance Criteria Document SmartWorks Compass Test Cases Advanced CIS to Compass & Customer Connect Integration Test Cases Go-Live Approach Document Harris Software Test Results Harris Software User guides2.5Areas Out of ScopeAnything in this section and not listed in the above “Areas within Scope” is considered out of scope forthis SOW. Specific items that are currently out of scope of this engagement include: Development and implementation of custom reports and custom rules not identified in this SOW.SmartWorks Compass SOW – City of LawrencePage 12
3CustomerConnect Implementation ScopeThe scope of this project is to implement CustomerConnect for Customer and to train the key people onthe operation of the CustomerConnect solution.The project scope includes:1. Install and configure the HomeConnect module;2. Train Customer staff.3.1CustomerConnect ModulesThe following CustomerConnect modules will be installed and configured in a hosted environment aspart of the scope of this engagement: HomeConnectHarris will deploy two instances of the CustomerConnect solution in the Hosted environment: one Testinstance and one Production instance.3.1.1.1 CustomerConnect PlatformThe CustomerConnect platform module is the administrative framework that the entire suite will workfrom.List of Features: Administration of userso Search for an Existing Usero Administrators Setupo CSRs Setupo Make changes to a customer profileo Integrate through CIS for direct logino Disallow access to certain VIP accounts (i.e. Water Director/Mayor/etc.) Configure password policy Integration of Google Analytics View and Manage Account Informationo View Billing Informationo Update Notification Settingso Login/out of CustomerConnecto Switching of accounts for customers with multiple accounts Library Widgeto Create a New Library Itemo Edit an Existing Library Itemo Feature an Existing Library Itemo Unpublished an Existing Library Itemo Remove an Existing Library Itemo End user view of any published Library ItemSmartWorks Compass SOW – City of LawrencePage 13
Manage Target Audienceso Search for an Existing Target Audienceo Create a New Target Audienceo Edit Target Audience Memberso Remove an Existing Target AudienceManage Notifications (email and UI notification included in scope)o Create a New Notificationo View/Edit/Remove an Existing Notificationo Reschedule a NotificationManage Time of Use (TOU) Windows and RatesManage Appearance of CustomerConnect Pageso Customize the General Appearanceo Customize the Headero Customize the Navigation MenuManage Contentso Customize the Page Sectionso Customize the Marketing Footer3.1.1.2 HomeConnect Application ModuleHomeConnect consists of functionality that relates to the evolving requirements of the smart grid,including display of usage history in graphical and tabular formats, content targeted for the education ofusers towards reducing their bills, targeted alerts and notifications based on defined thresholds andgeneral managing of the user’s home environment. Rate Period Indicator (For Dynamic Pricing)Usage Reporto Temperature Overlayo Previous Period Overlayo Average Usage Overlayo Cost/Usage Based ReportingUsage Based Threshold NotificationsEducation LibraryRate ComparisonConsumption TrackerDynamic Pricing Definition (Time-of-use based pricing display)As part of the HomeConnect implementation the following modules will be installed and configured;1.2.3.4.DataSync with CISWeather DataServer EnvironmentSecurity CertificatesSmartWorks Compass SOW – City of LawrencePage 14
5. Integration with source of read data (AMI)6. Single sign on or registration3.2CustomerConnect TrainingHarris recommends that CustomerConnect training be provided to CSRs and solution administrators.Harris recommends that solution administrator has the following skills and knowledge: Substantial understanding of the business aspects of the portal, and Substantial understanding of the data presented.The following training sessions (all via WebEx) will be provided to Customer as part of this engagement: HomeConnect Solution Overview Session (2 Hours) CustomerConnect Administration training Session (4 Hours) – Recommended maximum of 10trainees CustomerConnect Platform Solution End-User Training Session (4 Hours)As part of the training, Harris will provide user manuals.3.3Project Deliverables, Milestones and Work ProductsThe following deliverables, milestones and work products are included in this project. Deliverables areitems created during the engagement that may require formal review and approval by the customer.Work products are items created during the engagement that are reviewed by the customer but do notrequire formal approval by the customer.3.3.1 DeliverablesThe following list identifies the key deliverables associated with this project:o Functional and Integration Requirements Documento CustomerConnect Platform Installationo HomeConnect Software Installationo Software Configurationo Functional User Training3.3.2 Work ProductsThe following list identifies the key work product documentation associated with this project:o Acceptance Criteria Documento Project Scheduleo Test Case Scenario Checklisto Testing Plano Training Plano Training Manualo Go-Live Approach DocumentSmartWorks Compass SOW – City of LawrencePage 15
3.4Areas Out of Sc
Feb 27, 2018 · Version Date Author Details / Comments Version 0.1 2018.01.10 C. Craig Initial Draft. Version 0.2 2018.01.19 V. Gagnier Review/Edit Version 0.3 2018.01.24 V. Gagnier Included Advanced MDM integration work as part of scope for Statement of Work Version 0.4 2018.02.08 City of Lawr
Software This guide covers the following release: NICE Uptivity, v5.6 or later Additional third-party software is required for the Ai-Logix digital station integration: AudioCodes SmartWORKS v3.11 – 5.4 AudioCodes SmartWORKS v5.9 in MS 2012 environments Licensing One (1) Voice Seat license per trunk channel to be recorded
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BC Hydro Meter Choices Program 10 The following test procedure was utilized: 1. Smart meter was installed in meter base with AC power connection 2. Smart meter was configured using local programming port to set the test meter's RFLAN and HAN radios to active state 3. Smart meter confirmed to be communicating with the collector through the RFLAN
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Japanese teachers of the foreign language as specified by the supervisor and/or principal of the board of education and/or school. The following is a general outline of duties, though they may vary from one Contracting Organisation to another. (1) Assistance in foreign language classes, etc. taught in elementary, junior high and senior high schools. (2) Assistance in foreign language .
