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Liberalização de Mercados na Industria de Utilities e Unbundling

Miguel Gaspar SilvaIndustry Director, UtilitiesSAP EMEA

Luanda, Maio de 2010

© SAP AG 2009. All rights reserved. / Public

Tendências Globais que afectam a indústria de Utilities

Competitividade Crescente

Competitividade Crescente

Inovações Técnicas

Inovações Técnicas

Solicitações de Clientes

Solicitações de Clientes

Intervenção Política e

Regulação

Intervenção Política e

Regulação

Acelerar Crescimento

Acelerar Crescimento

� Risk of loosing customers and revenue

� New products and services

� Introduction of smart meter technology

� Renewable energy

� Customer Choice

� Price sensitivity

� Expectation of high service quality

� Enforcement of Market Liberalization

� Funding of renewable energy

� Promotion of Energy Efficiency

� Acquisition of new customers

� Adapting to business changes

� Introducing new business models

Liberalização de Mercados, Crescentes Solicitações de Clientes, Efficiencia Energética e Inovações Tecnologicas alteram radicalmente o contexto da indústria


Rumo ao Novo Modelo de Mercado: Do Incumbente…

2574 1

Geração

Transmissão

e Distribuição

Vendas e Contração,

Serviço a Cliente ,

Facturação e Cobrança

Cliente

Local de Consumo

Admnistração de Contadores

e Recolha de Leituras

Utility Integrada Verticalmente(“incumbente”)


. . . Que fornece todos os serviços ao longo da cadeia de valor. . .

Gestão de ActivosServiço a Cliente,

Facturação&CobrançaGestão de Energia

Plan, build, operate, monitor andmaintain

� Power plants of all types of energy resources

� Smart transmission and distribution grids and connections to premises

Execute procurement of assets,material, spare parts, services

Manage workforce

Sell and buy energy products to or from consumers

Provide customer service fulfilling the supply contracts

Billing of supply contracts and related services

Accounts Receivables, Credit & Collections

Meter management and meter reading

Collection, analysis, aggregation,

and combination of energy dataas the basis for

� Energy Retail

� Energy Trading

� Load Management

� Energy Portfolios

SAP para Utilities – Modelo de Processos de Alto Nível

Gestão Corporativa e Áreas de Suporte

Analytics Financials Human CapitalManagement

CorporateServices

OperationsSupport


Geração

1. Plant designer2. Plant engineer

& constructor3. Plant operator4. Maintenance

engineer5. Plant inspector6. Energy trader

1 2 6

Enterprise Management & Business Support

Operador de Redes(DSO)

1 2 3


1. Grid Access Provider2. Grid Operator 3. Metering Point Administrator4. Meter Administrator5. Metered Data Aggregator6. Metered Data Responsible7. Metered Data Collector8. Meter Operator

Enterprise

Asset

Management

Customer

Service

& Billing

Energy

Capital

Management

Enterprise

Asset

Management

Customer

Service

& Billing

Energy

Capital

Management

Comercial.

1 2 5Enterprise

Asset

Management

Customer

Service

& Billing


8

. . . para Empresas Especializadas focadas em elementos individuais da cadeia de valor

Mercado Competitivo

Monopólio Natural(regulado)

. . . . . . . .

. . . .

1. Customer ServiceAgent

2. Billing Agent3. Collection Agent4. Energy Trader 5. Balance Supplier

Energy

Capital

Management


Liberalização de Mercados – Objectivos e Impactos nos Mercados (Europeus) de Energia

� Competitividade� Escolha Livre e tranparencia dos mercados para os clientes finais� Comercialização de Energia entre estados� Sustentabilidade

� Há um modelo completo e práctico estabelecido?� As regras de mercado estabelecidas estão de facto implementadas e monitorizadas?� Quem define as regras de mercado?

� Regulador (enquadramento legislativo)� Participantes no Mercado

� O mercado está completamente aberto para todos os utilizadores?� Já há novos intervenientes estabelecidos como agentes de mercado?

Os próximos pacotes legislativos europeus e as iniciativas dirigidas pela ERGEG (European Regulators Group for Electricity and Gas) irão acentuar o processo de liberalização e criação de um mercado de energia único Europeu

Dependendo do modelo de mercado, das regras do mercado e do contexto histórico o impacto da liberalização varia de mercado para mercado. A evolução do mercado liberalizado de energia depende de diferentes factores:

Em 1996 a União Europeia iniciou o processo de liberalização da indústria com o objectivo de estabelecer um mercado Europeu unico de energia. Objectivos:Objectivos

Impacto

Contexto Futuro


Novos Requisitos

Impacto da Liberalização de Mercados nas Tecnologias de Informação

Novas soluções de execução de processos que não ultrapassem os limites estritos de

actuação dos novos agentes de mercado e que suportem a execução de processos em modo

colaborativo

Antes da Liberalização:

� Divisão da Cadeia de Valor

� Diversificação de Participantes no mercado

� Focus nas Competencias Nucleares

� Outsourcing de actividades específicas a terceiros – por exemplo, recolha de leituras

� Adopção de Novas Tecnologias – contadores inteligentes, micro-geração, etc.

Empresas de Utilities endereçam toda a cadeia de valor desde a geração de energia até à Geração, Distribuição e Comercialização

Após a Liberalização:

SAP Utilities & InterCompany Data Exchange

Soluções de IT para novos intervenientes no mercado


Unbundling: Implementação

Empresa de Distribuição

GDistribuidor

SNon-RegulatedSales Activity

GActividade de Redes

SComercializadorRegulado

SComercializador

Base de Dados de Clientes A

Base de Dados de Clientes B

Empresa de Comercialização


SAP Intercompany Data Exchange: Blocos Constituintes

Infrastrutura

Processos•Point of Delivery, Service Provider

•Supply Scenario

•Service Provider Agreement

•Switch document

•Data Exchange

•Monitoring

•Check Framework

•Exception handling framework

•List processing …

•customer win, customer loss

•change of supplier

•grid usage billing

•grid usage bill validation and payment

•change of device

•change of customer data

• …


Workflow configuration

Workflow

Implementação de um processo de negócio em Mercado Liberalizado – SAP IDE

SAP PI

IDE

IS-U

IDE config

IS-U Master dataIS-U Master data

IS-U Master data

SAP CRM

CRM Master dataCRM Master dataCRM Master data

IS-U config

CRM config

Workflow configuration

Workflow

IDEX-Country xyz

BPEM

BPEM events/alerts

ExceptionMonitor Exception

report

4

5

910

11

Mappings catalogue

External formatmapping1

Error catalogue

Err

orpr

oces

sing

Follow-upaction generator

Rule catalogue

12 1313

7

14

15

2

SAP BI

BWcube

BWcube

BWcube

6

8

3

14


Portugal: Processos no Mercado Liberalizado de Energia

III

Processos do Ponto de Entrega

III Facturação e Cobrança

Mudança de Fornecedor e Serviço a Cliente

3 Grupos de Processos que suportam a automatizaçao de processos


Ponto de Entrega: Acesso do Comercializador

I II III

Source: EDP


Mudança de Comercializador (Detalhe)

I II III

Source: EDP


Business Intelligence & Analytics

SAP Utilities: Uma Plataforma Modelar de Processos de Negócio

Business Intelligence Reports & Analytics

Meter Operations

Energy Data Management

AMI / Smart Grid Integration

Energy Portfolio Management

Reconciliation & Settlement

Energy Accounting

Selling of Energy & Services

Customer Service

Billing of Energy & Services

Customer Financials Management

Intercompany Data Exchange

Plant LifecycleManagement

Network LifecycleManagement

Resource & SupplierManagement

Gestão e EnergiaGestão de Activos CRM, Facturação e Cobrança


para Comercializaçãopara Geração


SAP for Utilities – Facts & Figures

39 of the top 50 utilities in Forbes2000* run SAP ERP

*Public listed companies on any publicly accessible stock exchange http://www.forbes.com/lists/2009/18/global-09_The-Global-2000_IndName_20.html

7 of the top 7 utilities in Forbes2000* run SAP ERP and Customer Relationship & Billing


Sumário

► Assegurar Conformidade Regulatória� Benefit from SAP’s cooperation with EU institutions

� Adapt to current and future regulatory rules

► Redução de Custos

Leverage existing solutions from other markets where possible

Share costs with other companies in your market while influencing the scope of your local IT solution directly

► Assegurar Retorno do Investimento em IT (sem riscos)

Count on SAP’s experienced solution architects and developers

Invest in a solution that is based on latest software architecture

Protect your investment with SAP maintenance options


Soluções SAP são core na a transformação da indústria de Utilities em África

Johannesburg City Power

Namibia Power

Kengen (Kenya)

KPLC (Kenya)

CEB (Mauritius)

Eskom (RSA)

City of Cape Town

Tshwane Metropolitan Council (Pretoria)

City of Johannesburg

ZESA (Zimbabwe)

Johannesburg Water

RandWater

Department of Water Affairs

Namibia Water

WUC (Botswana)

Capricorn District Council

Botswana Power Corporation


Questions ?

Miguel Gaspar SilvaIndustry Director Utilities

SAP EMEALisboa, Portugal

T: +351214465500M: +351 [email protected]


Roadmap to the European Energy Market

Central South Liberalization Hub (Connecting markets)

Central East Central West

Baltic UK & Ireland

Northern South WestERGEG regional market initiatives (electricity):

time

Today Future(as to ERGEG)


Energy Standardization Bodies

European forum for energy Business Information eXchange

WGRetail Market

observer

ebIX structuring of the energy market project

EMDebIX metereddata project

ebIX TechnicalCommittee

CommonHarmonisationGroup and members

Member

CuS ETC

EEG1

eBES

TF-14

TF-IT

TC57/WG16

?MoU

?


The ebIX Organization

CuS EMD

NationalebIX groups

National projects

ETC

Members:BelgiumDenmarkGermany

NetherlandsNorwaySweden

Switzerland

ebIX projectsand working groups

...

ETC ebIX Technical CommitteeEMD ebIX Exchange of Metered Data projectCuS ebIX structuring of the energy market (Customer Switching) project

Regular Observers:

AustriaFinland

Nord Pool


The ebIX Goals

Promote and advance the standardisation process in the European energy market, following the rules of the European Union

Cover exchange of administrative data for electricity/gas and wholesale/retail market

Approval by international and national authorities

User responsibility for implementations and usage

Software vendors offering solutions based on the standard

Contact and coordination with other international EDI/XML standardization organizations

Develop e-Business Standards for theEuropean Energy Market


ERGEG

“The process of data exchange has to be cost efficient and standardized for the suppliers and the distribution system operators”

“Clear roles and responsibilities among actors are of vital importance throughout the entire procedure”

“Furthermore every metering point should have a unique identification number(e.g. based on the EAN standard Global Service Relation Number, GSRN) to facilitate data exchange and avoid misunderstandings”

ERGEG Best Practice Proposition for the Supplier Switching Process


Regulators

ERGEG Regionalnitiatives

European Institutions & IDE/X activities

Advice

Political Goals

Non EURegulators

National EURegulator 1

Regional Regulators

Associations

ERRA/EDIEL/ETC

European CommissionDirectorate for Energy

and Transport

ERGEG European Regulators Group for electricity and gas

Congestion management

E

CEER Council of European Energy Regulators

Network access

charges E/G

Storage management

G

Customer protection

Customer switching

issues

Consistency framework

Interested publicConsultation guideline

Markets

National Markets

(National) Companies

Internat.Industry Unions

etso

ebIX

Eurelectric

EUROGAS

EDIG@S

EASEE – GAS

Con

trol

sM

onito

ring

Gui

danc

e

Working Groups


National EURegulator …


SAP Participation


SAP for Utilities Liberalization Competence Center

� Consists of a dedicated team of SAP experts that bundles know how about the liberalized market

� Works closely with customers in deregulated markets around the world to identify and translate the new specific regional needs

� Offers solutions (IDEX Add-Ons) that enhance the SAP for Utilities solution to support the new local market rules of deregulated markets

SAP for Utilities Liberalization Competence Center (LCC)

Commitment & Thought Leadership

Henning Kagermann announced at the Sixth SAP International Utilities Conference (Feb. 2007):

SAP has launched the SAP for Utilities Liberalization Competence Center


Legal Liberalization Requirements are Changing in Shorter Intervals

Increasing market communication due to growing number of market participants

■ High costs for change management

■ Short timeframe for implementation of new legal requirements

Lack of flexibility within current business applica tions

■ Decreasing system performance due to high data volume

■ Increasing data exchange due to new market participants

Current standard processes do not cover all market requirements

■ Increasing contractual relationships due to new market participants

■ High system load through high-volume billing

■ Manual process handling almost impossible due to rising switch rates

High costs-to-serve through process complexity


Increased Flexibility to Meet Requirements of Liberalized Markets

■ Enhanced billing for energy products

■ Flexible management of grid usage registrations and terminations

■ Preparation of grid usage services and grid usage management

Alignment of processes to increasing market complex ity

■ Increased flexibility through SOA architecture

■Simple deployment of country-specific web services

Introduction of new architecture

New architecture reduces effort to adapt processes to new market requirements

■ System configuration according to the role of enterprise in deregulated market

■ More effective service provider management

■ High speed billing

■ Enhanced automated market communication

Cost reduction through efficient process adoption

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