ECHO – Energy Control for Household Optimisation Close-Down Report CARBON TRACING CLOSEDOWN REPORT Carbon Tracing CLOSEDOWN REPORT CLOSEDOWN REPORT Report Title : CARBON TRACING CLOSEDOWN REPORT Report Status : FINAL Project Ref : WPD_NIA_022 Date : 06/07/2018 Document Control Name Date Prepared by: P Charleton, J Samways, 23/07/2018 M Ravishankar, O Richards Reviewed by: Roger Hey 25/07/2018 Approved (WPD): Roger Hey 31/07/2018 Revision History Date Issue Status 05/03/2018 V0.1 WPD Draft 07/03/2018 V0.2 WPD Draft 04/07/2018 V0.4 CT Inputs Draft 06/07/2018 V0.5 Final Draft 23/07/2018 V1.0 Final review 31/07/2018 V3.2 Final Page 2 of 94 Carbon Tracing CLOSEDOWN REPORT Contents CLOSEDOWN REPORT Executive Summary ............................................................................................................. 5 1 Project Background ....................................................................................................... 6 1.1 Previous and Related Projects ...................................................................................... 6 1.2 Statement of Problem .................................................................................................. 6 1.3 Method ......................................................................................................................... 6 1.4 Approach ...................................................................................................................... 7 2 Scope & Objectives ....................................................................................................... 8 3 Success Criteria ............................................................................................................. 9 4 Details of the Work Carried Out .................................................................................... 10 4.1 Background Research and Feature Analysis ................................................................ 10 4.2 Requirements Gathering .............................................................................................. 12 4.3 Requirements Analysis ................................................................................................. 12 4.4 Scoping, Agreements and Team Formation ................................................................. 13 4.5 Design, Development & Test ........................................................................................ 13 4.6 Marketing ..................................................................................................................... 39 4.7 Live Operations & Support ........................................................................................... 43 5 Performance Compared to Original Aims, Objectives and Success Criteria ..................... 61 6 Required modifications to the planned approach during the course of the project ......... 64 7 Project Costs ................................................................................................................. 65 8 Lessons Learnt for Future Projects ................................................................................. 66 8.1 App Design .................................................................................................................... 73 8.2 User Interaction and Feedback .................................................................................... 76 8.3 App Development......................................................................................................... 79 8.4 Data Sourcing and Management .................................................................................. 81 8.5 Testing .......................................................................................................................... 81 8.6 Marketing ..................................................................................................................... 82 8.7 Operations .................................................................................................................... 83 8.8 Future iterations / next steps ....................................................................................... 84 9 The Outcomes of the Project ......................................................................................... 85 9.1 Products/Services Required ......................................................................................... 86 10 Data Access Details ....................................................................................................... 87 Page 3 of 94 Carbon Tracing CLOSEDOWN REPORT 11 Foreground IPR ................................................................................................CLOSEDOWN REPORT............. 87 12 Planned Implementation .............................................................................................. 88 12.1 Knowledge Required .................................................................................................... 88 13 Other Comments .......................................................................................................... 90 13.1 Acknowledgements ...................................................................................................... 90 DISCLAIMER Neither WPD, nor any person acting on its behalf, makes any warranty, express or implied, with respect to the use of any information, method or process disclosed in this document or that such use may not infringe the rights of any third party or assumes any liabilities with respect to the use of, or for damage resulting in any way from the use of, any information, apparatus, method or process disclosed in the document. © Western Power Distribution 2018 No part of this publication may be reproduced, stored in a retrieval system or transmitted, in any form or by any means electronic, mechanical, photocopying, recording or otherwise, without the written permission of the Future Networks Manager, Western Power Distribution, Herald Way, Pegasus Business Park, Castle Donington. DE74 2TU. Telephone +44 (0) 1332 827446. E-mail [email protected] Page 4 of 94 Carbon Tracing CLOSEDOWN REPORT Executive Summary CLOSEDOWN REPORT The Carbon Tracer project successfully delivered an App and shadow website which enables customers (or other interested parties) to choose any location in the WPD remit area and find out the instantaneous energy mix, and therefore the carbon intensity for their selected location. This is provided as a 7 day History or Forecast, and in a Now and more detailed Today mode. The main challenges for the project were the sourcing of the data required to “power” the app and the creation of a design for the deployment of the app functionality which was simple yet engaging. We worked with internal projects which had prepared data under the umbrella of the strategic studies programme to address the former, and for the latter we used consultancy from Carbon Trust to investigate ergonomics for the app and to prepare a view of the sort of GUI that was required. Enigma Interactive have experience in app production and as well as app implementation, test and rollout, and were also able to add to the planned design at an early stage. Take up of the app was very encouraging from the start, assisted by planned marketing activities by both WPD and Carbon Trust using social media, press releases, internal publications, standard search engine and app store “tags”. The usage analytics are being studied on an ongoing basis to obtain information on how customers interact with such apps and the extent to which they are prepared to modify their behaviour as a result, including their willingness to shift energy usage on the basis of carbon intensity projections (effectively DSR under NIA rules). At the time of preparation of this report, over 2200 distinct downloads/users had been seen and customer feedback showed that it has been well received. The project found that up to 15% of users of the app can be expected to consult the application and are prepared take deferment action for discretionary energy use. In terms of the educational value of the app, we also found that in all of the main categories that were put to the users, the proportion of responses indicating awareness of the attendant issues was raised by between 10 to 20 points. Given these positive outcomes and the likelihood that automation will result in even better take-up for Demand Side Response (DSR) actions, this clearly points to there being sufficient potential to deliver further value through the Carbon Portal follow-on project. The development project described in this document proceeded to budget and plan, and the deployed app and website are continuing in use following implementation project closedown. Page 5 of 94 Carbon Tracing CLOSEDOWN REPORT 1 Project Background CLOSEDOWN REPORT 1.1 Previous and Related Projects Prior to the project implementation phase commencing, WPD Future Networks had developed an update to the WPD public facing website to add the capability to see a generation capacity map. The map website used mapping capabilities to display (at the primary substation level), available values for parameters such as reverse power flow, load and attached generation with a RAG status where this was helpful to visualise the data. The data from this earlier project (specifically the WPD-GEN-INFO.TXT overnight file) and elements of the approach were able to be used to design the new Carbon Tracer App and supporting website. Significant assistance was made