Case Study

Developing a Comprehensive AMI and Smart Grid Strategy for a PJM Utility, Including Vendor Selection, Business Case Development, and Regulatory Filings

Client Situation

Our client was faced with aging T&D infrastructure and a legislative mandate to implement AMI and aggressively reduce energy and demand through demand side management programs.


  • Analyzed the entire suite of Smart Grid and AMI technologies:
  • Advanced Metering Infrastructure (AMI) technology and Smart meters
  • Load Control Management System (LCMS) and the Home Area Networking (HAN) Devices
  • Distribution and substation automation
  • Wireless communication systems to connect the field components to Smart Grid IT Applications
  • Pre-screened vendors and developed and evaluated RFPs for technologies, including:
  • Smart Meters and two-way advanced metering infrastructure (AMI)
  • Load control relays for utility control of customer devices
  • Load Control Management System (LCMS)
  • Microwave and fiber backbone providing a 300Mbps IP backbone and broadband to all substations
  • Mobile voice, mobile data, and fixed data communication solutions
  • Home area network (HAN) devices and home energy displays
  • Programmable thermostats controllable via the web and by the utility
  • Developed a comprehensive suite of energy efficiency and demand response programs to achieve the aggressive legislative conservation mandates
  • Defined programs and associated channel strategies
  • Conducted RFPs for vendors and channel partners
  • Strongly supported implementation launch
  • Created the business case and regulatory filing for AMI, Smart Grid and DSM programs:
  • Built financial models
  • Drafted the business case
  • Prepared testimony and exhibits for key witnesses
  • Created workpapers


Comprehensive AMI, Smart Grid, and DSM plans will meet legislative and regulatory mandates, and deliver significant long-term economic benefits to shareholders and community.