Advanced Distribution Automation Systems Discussion Topic -- Webinar #1

June 18, 2014

Webinar Purpose and Agenda

Purpose•Bring together subject matter experts on the topic and allow them to share experiences, practices and insights•Today’s subject: Advanced Distribution Automation Systems – Where are We?

Today’s Agenda•Introductions•Overview of questions to be answered through our three webinars on this topic•Deliverables and Schedule of Events•Background on Advanced DA Topic, including a review of information collected through the main T&D survey questionnaire•Webinar #1: Input from all participating companies•Next Steps

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Detailed Discussion Topic Process

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Primary Purpose•Plan 2014 Program•Determine Discussion Topics

•Review Questionnaire

Deliverables•Discussion Topics to pursue

•Draft Questionnaire

Deliverables•Schedule of events

• Interview questions

• Identify questions in core questionnaire that provide information

•Plan analysis•Deliverables expected

Primary Purpose•Flesh out Discussion Topic and expectations

Leader’s Conference

Discussion Topic Plan

Webinar: Set Plan

Primary Purpose•Discussion groups on Discussion Topics

•Review analysis so far

Actions/Deliverables•Group Discussions•Analysis and synthesis of data

•Presentations

Primary Purpose•Share learning

Actions/Deliverables•Presentations by stand-out companies

•Analysis/synthesis of data•Discussion groups•Action Steps •Using the analysis template

Review Meeting

Insights ConferenceOn-site

Presentations

Primary Purpose•Review Discussion Topic Plan for alignment with utility expectations

Webinar: Review Plan

Primary Purpose•Review results of discussion group

•Prepare for Insights Conference

Discussion Webinars

Primary Purpose•Run a series of webinars that brings together subject matter experts on the topic and allows them to share practices and insights

Discussion Webinars

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Overview of Advanced DA Webinars – Questions to be answered

Webinar #1 Where are We?Today

Webinar #2How Did We Get Here?June 25 (at DRC)

Webinar #3Where are We Going?June 26 (at DRC)

• Technologies now in place o Pilotso Widespread

• Customer impact and acceptance

• Integration levels• Time in service• Documented benefits

• Driving forces• Evaluation of progress• Biggest obstacles

encountered• System performance

issues• Organization and

staffing impacts

• Planned installations over next 5 years o Pilotso Widespread

• Expected costs• Business cases• Regulatory or legislative

mandates• Integration with other

asset management plans

Discussion Topic Deliverables

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◼ Recordings and summaries of all webinar discussions

◼ Listing or presentation of key insights/practices or “learning” gleaned from the webinars

◼ Presentations of practices/ initiatives from companies

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Schedule of Events: Advanced DA Discussion Topic

Dates Time Webinar Topic

Today Now Webinar #1: Where Are We?

Data Review Conference:

June 25 11am PT/2pm ET Webinar #2: How Did We Get Here?

June 26 11am PT/2pm ET Webinar #3: Where Are We Going?

Insights Conference:

August Summary of results from all three webinarsCompany presentations with practice examples

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Background

◼ We conducted Research Topics on “Intelligent Grid” in 2008 and “Distribution Automation” in 2011.

◼ Information on what our panel companies have been doing in this area has been collected annually through the main T&D benchmarking survey

◼ On the surface, our panel companies do not seem to be progressing as quickly in implementing advanced distribution automation systems as was anticipated several years ago

◼ This year, we have made some modifications to the questionnaire and are also conducting three discussion topic webinars to better understand:

1. What our companies have accomplished to date through their DA initiatives 2. What obstacles and challenges our companies have encountered while

implementing these systems3. The specific goals, plans and business cases that will be driving activity in this

area over the next several years

Summary of 2010-2013 T&D Questionnaire Responses on “Top 5* Smart Grid Technologies”

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 Survey Year: 2013 2012 2011 2010AMI: Smart meters 75% 68% 65%  94%AMI: AMI DMS integration 38% 26% 29% 0% AMI: Summer Saver Air conditioning 13% 16% 12% 18%AMI: Net Metering program  13% 5% 18% 6% DA: Remote controllers of switches and breakers 63% 68% 82%  82%DA: DMS/OMS 56% 68% 77% 53% DA: Automated capacitor controllers 44% 32% 18% 18% DA: Voltage and VAR control 50% 58% 47% 47% DA: Fault location based on wave shape analysis 19% 16% 18% 12% DA: Demand Response 19% 21% 29% 53% DA: Other 13% 5% 0 0DG: Distributed Storage [battery] 19% 5% 6% 12% DG: Distributed Generation Integration 38% 32% 35% 29% DG: Plug-in Hybrid vehicles 13% 16% 29% 19%DG: other 0 0 0 6% Other Technology 13% 11% 12% 0 

Since 2012, half or more of responding companies have been working with AMI Smart Meters, Remote Switching, Voltage/VAR Control and integrated DMS/OMS systems. Also, more than a third were pursuing AMI/DMS Integration, Automated Capacitor Controls and Distributed Generation Integration

*This table shows the percent of responding companies reporting that a technology was “in the Top 5” of technologies being worked on

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2014 Survey – Preliminary Results

The 2014 questionnaire requests more complete information on technology status . More than 70% of the responding companies have now installed the technologies shaded in dark blue and more than 40% have installed the technologies shaded in light blue

* This table shows the percent of responding companies reporting each technology at each status level

(Responses from 7 companies)

2014 Company Technology Status* :Now Pilot /Limited

Now Widespread

Planned Pilot/Limited

Planned Widespread

AMI: Smart meters 29% 57% 0%  29%AMI: AMI DMS integration 14% 29% 14% 14% AMI: Summer Saver Air conditioning 14% 0% 0% 0%AMI: Net Metering program  0% 29% 0% 14% DA: Remote controllers of switches and breakers 43% 57% 14%  14%DA: DMS/OMS 29% 43% 0% 57% DA: Automated capacitor controllers 57% 14% 0% 29% DA: Voltage and VAR control 57% 14% 14% 14% DA: Fault location based on wave shape analysis 43% 0% 14% 0% DA: Demand Response 29% 14% 0% 0% DA: Other 0% 14% 0% 0% DG: Distributed Storage [battery] 43% 0% 0% 0% DG: Distributed Generation Integration 29% 43% 0% 0%DG: Plug-in Hybrid vehicles 29% 14% 0% 0%Other Technology 14% 0% 0% 14% 

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Gaps in Our Understanding

The benchmarking survey provides a great deal of information, but leaves some major gaps in our understanding of the DA topic. In particular, we want to know more about:

◼ Why companies have chosen to implement (or not implement) the various technologies

◼ The level of customer acceptance of the technologies◼ How well the installed technologies are performing◼ How/whether the various technologies have been integrated ◼ What benefits have been achieved and documented◼ What obstacles, if any, are hindering the implementation of these technologies◼ What impact the technologies have had or are expected to have on company

staffing requirements◼ What is each company’s overall business case for moving forward

The year’s webinars are designed to fill in the above gaps

Advanced DA Discussion Topic Scope

Functions:

1. Remote Monitoring & Control of Feeder Devices (Breakers, Switches, Sectionalizers, Reclosers)

2. Automated Fault Location & Fault Isolation between Feeder Devices

3. Automatic Restoration via Centralized or Field Localized Intelligence

4. Remote Monitoring & Control of Capacitors

5. Automatic Voltage & VAR Control at the Circuit Level

6. Automatic Protection Reconfiguration

7. Remote Monitoring & Control of Customer Load Shedding (Demand Response)

8. Distribution Transformer Monitoring

9. Remote Monitoring & Control of Distributed Generation

10. Integration of Distributed Storage (batteries)

11. Automatic Islanding and Resynchronization

12. Real‐Time Communications from the Utility to the Customer

Related Systems:

13. GIS

14. OMS

15. DMS

16. AMI

17. Demand Response

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System Integration Model

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Webinar #1: Where Are We?

Please answer the following questions about the current status of DA technologies at your company :

1. What specific DA functions/systems are now installed and operational at your company:• On a pilot or limited basis?• On a wide-scale basis?

Why were these specific functions/systems implemented as opposed to others in the overall scope of the DA topic (see page 11)?

2. Approximately what % of your customers are now impacted by DA functions/systems? What is their level of acceptance?

3. How long have these DA functions/systems been in service? Are any due for replacement?

4. What benefits have been achieved and documented?

5. To what extent have you integrated the various systems that support DA?

Next Steps

1.1QC will prepare notes of today’s webinar discussions. These notes and an audio recording of the webinar will be posted to the 1QC website no later than Tuesday, June 24

2.All company representatives who participated today are strongly encouraged to participate in the next two webinars:

These webinars will be conducted on June 25 and 26, during the Data Review Conference in Nashville, TN. (see last page for entire conference schedule)

If you are not attending the conference in person and have not already registered for the Advanced DA webinars, please go to the 1QC events website to do so (one registration required for entire series of webinars on this topic)

https://1qconsulting.webex.com

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Data Review Conference Agenda

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Thank you for your Input and Participation!

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About 1QC

Satellite Offices

Debi McLain Debi.McLain@1QConsulting.com760-272-7277

Tim. SzybalskiTim.Szybalski@1QConsulting.com301-535-0590

Dave CanonDave.Canon@1qconsulting.com817-980-7909

Dave CarterDave.Carter@1qconsulting.com414-881-8641

Your Presenters

Ken Buckstaff Ken.Buckstaff@1QConsulting.com310-922-0783