Smart Grid s ADMS Implementations: Lessons Learned

Presenter Rafael Ochoa Managing Director @ Accenture since January 2015 Distribution Operations & Automation Global Lead Previously, a Partner at The Structure Group for 8 years 27 Years Experience in real-time systems Lead Architect of several ADMS deployments Author or co-author of several papers in Distribution Operations, Planning and Engineering Experience in ADMS, OMS, SCADA, EMS, GIS and Distribution Planning Tools BS, MS and PhD in Electrical Engineering Copyright 2015 Accenture All rights reserved. 2

Smart Grid: Comprehensive Technology Footprint Asset Investment Planning and Management Network Planning and Modeling Advanced Maintenance Strategies Supervisor Enablement and Performance Management Work Planning and Management Work Readiness and Support Resource Management and Strategic Sourcing Asset Information and Analytics Asset focused Grid focused Outage Management and Communications Distribution Management and Optimization Advanced and Emerging Technologies Energy Management and Control Copyright 2015 Accenture All rights reserved. Improve return on capital and optimize asset reliability Value from Smart Optimize revenue on energy delivered and system reliability Cyber Security and Testing Increase productivity, safety and efficiency of field and support work Improve distribution efficiency and optimize energy usage Smart Grid Analytics Home Energy Management Field Workforce Management Dispatch, Route and Appointment Management Process focused Customer focused Smart Meter Design, Integration and Deployment Support Demand Response, Efficiency, and Commercial Optimization Energy Visualization and Customer Analytics Customer Operations and Operational Support Services Integrated Smart Network Operations Center 4

North American ADMS Implementations Projects In Progress Detroit, MI Toronto, ON Madison, WI Reliability Improvement / Situational Awareness DG Integration and Reliability Improvement Volt/VAr Chattanooga, TN Volt/Var; Demand Reduction Austin, TX Reliability Improvement / Situational Awareness Raleigh, NC Volt/Var & Reliability Improvement Dallas, TX Operator efficiency / reliability improvement Atlanta, GA Reliability Improvement Rapid City, SD Planned Switching Charlotte, NC Volt/Var, DER Integration Birmingham, AL Electronic operating maps Vancouver, BC Customer Energy Reduction Nashville, TN Volt/VAr San Diego, CA Outage Management and Planned Switching Allentown, PA Reliability Improvement Juno Beach, FL Reliability Improvement; Power Flow Oklahoma City, OK Raleigh, NC Everett, WA Volt/Var; Demand Volt/Var; Demand Customer Reduction Reduction satisfaction and renewables Marietta, GA Reliability Improvement These utilities serve over 38 million customers Copyright 2015 Accenture All rights reserved. 10

ADMS Roadmap to an Implementation Client Strategy & Roadmap Data Readiness Business Case Planning Implementation Arizona Public Service * United Illuminating * CenterPoint Energy * First Energy Xcel Energy * Electricity Northwest (UK) Kansas City Power & Light Oklahoma Gas & Electric * DTE Energy * PECO Energy * O&R 12

ADMS Implementation Value Drivers Utility D Power Flow / State Estimation DMS Modules Being Implemented Restoration Switching Analysis Fault Volt-VAR Location FLISR 1 Optimization BC Hydro x x x x x CenterPoint Energy x x x x Duke Energy x x x Florida Power & Light x x x National Grid x x x x x Oklahoma Gas & Electric x x x Pacific Gas & Electric x x Load Reduction Value Driver CAIDI / SAIDI Improvement 2 Other 3 PECO Energy x PPL x x x Progress Energy x x x San Diego Gas & Electric Southern Company x x x x 1 FLISR here refers to centralized and DMS driven Fault Location, Isolation, and Service Restoration. 2 This includes improvement in customer communication and customer contact functions related to outage management, as well as fault isolation and restoration. 3 Other includes power quality improvement, distributed energy resource integration, operator productivity, etc. x Copyright 2015 Accenture All rights reserved. 13

REV - is ADMS the foundational platform? Enhanced customer tools AMI Integration Outage Management Damage Assessment Social media integration Advanced Analytics Fuel & resource diversity DG integration Demand Response Load Management Market animation Dynamic network Power Flow/ State Estimation Network modeling & control DG integration Load Management Simulation/ Study mode REV System reliability & resiliency Power Flow/ State Estimation FLISR Dynamic network Outage Management Load Management System-wide efficiency Load Management Crew Management Switch Management Integrated DSCADA Training simulation Reduction of carbon emissions FLISR Switch Management Integrated DSCADA Volt/ Var Optimization Copyright 2015 Accenture All rights reserved. 14

An Advanced Distribution Management System Project Results Successful deployment of the DMS Phase 1 (like for like of a legacy, aging DMS. In addition, successful deployment of the new operational and support processes. Phase 2 (implementation of smart Apps) has been approved by PECO s Management and will start in Q3/15. Project Overview The DMS Project included: 1) Gathering and confirmation of functional, business and technical requirements 2) Development of the DMS roadmap 3) Data readiness assessment 4) Business processes assessment 5) RFP development 6) Technology selection & System implementation Our Responsibilities Structure s responsibilities included: 1) Project Management 2) Development of business case and roadmap 3) Development of technical requirements for a DMS (including an interface to their legacy OMS) 4) Implementation of the DMS solution, including a DMS and the interface to their legacy OMS. Lessons Learned 1) Accurate and complete data is required for a DMS 2) A DMS needs dedicated staff 3) Creation of a clear vision and the corresponding roadmap are key 4) Early identification of affected and new business processes is necessary 5) Review of legacy OMS within the context of a DMS is key 15

ENW ADMS Project Highlights Project Overview Replacement of their legacy DMS: 1) Development of system replacement strategy 2) Development of business case and roadmap 3) Gathering / confirmation of requirements 4) Development of RFP 5) Solution selection 6) Data Readiness 7) Implementation & integration of new system next phase Project Results Business Case approved Project Budget approved Development of a SOW with Technology Vendor Identification of resources needed for project implementation phase and after go-live Established a broad team Foundation for utility of the Future including DR and Outage Faster Response process Our Responsibilities Our responsibilities included: 1) Program Management 2) Development of technical requirements for the ADMS 3) Development of business case 4) Development of system implementation plan 5) Data Readiness Assessment & Data Augmentation 6) Change Management Activities Lessons Learned 1) Detailed requirements for the replacement of legacy system 2) Third Party SI resources needed for the implementation project 3) Data Cleansing effort will be large 4) Change Management is key for a successful deployment of an ADMS Copyright 2015 Accenture All rights reserved. 16

An ADMS: Smart Grid Program Project Overview Broad Smart Grid Program that included: 1) Development & approval process of the business case and vision 2) Development of business case and roadmap 3) Gathering of requirements 4) Development of RFPs 5) Solution selection 6) Implementation & integration of DMS, MDM, DR, DA, AMI, and smart meters. Project Results Successful deployment of all technologies as well as fulfilment of the envisioned business case. Program ended on budget and on time. OG&E s Smart Grid Program is widely considered one of the best programs in the US. Our Responsibilities Our responsibilities included: 1) Overall Program Management 2) Development of technical requirements for all technologies (including a DMS and an interface to their legacy OMS) 3) Implementation of all technologies, including a DMS and the interface to their legacy OMS Lessons Learned 1) A DMS (or any similar complex technology implementation) needs dedicated staff 2) Creation of a clear vision and the corresponding roadmap are key 3) Definition of success criteria to consider the implementation of a DMS (or any similar technology) successful 4) Review of the role of the legacy OMS Copyright 2015 Accenture All rights reserved. 17

ADMS: Operations Impact Existing Summary Displays RTU Communications One-Line and Schematic Views Alarms, Quality Codes, Tagging, Notes Load Shedding* Trending Geographic view with Landbase Operator Training Simulator Simulation New Switching Validation Load Relief Topology Analyzer Load Flow Operator Log State Estimation Temporary Elements Copyright 2015 Accenture All rights reserved. 18

ADMS Functionality by Phases SCADA Functionality One-Line & Schematic views* Geographic view with Land base* Summary Displays (alarms, events, etc.)* Alarms, Quality Codes, Tagging, Notes* Load Flow* State Estimation* Network Reconfiguration Load Relief* Phase Balancing Load Shedding* Optimal Capacitor Placement Optimal Voltage Regulator Placement Topology Analyzer* Operator Training Simulator* Temporary Elements* RTU Communications* Switching Validation* Trending* DMS Applications Switch Order Management* Circuit Order Restrictions* Element Isolation* Supply Restoration* Maintenance Isolation* Large Area Restoration* Available at Go-Live Phase 1, Post Go-Live Phase 2, Post Go-Live *Used by D-Ops Study/Simulation Mode* Operator Log* Proposed Facilities View* Secondary, Cable, Conduits, Duct, Customer One-lines* Fault Location, Isolation, & Restoration* Fault Location* Fault Localization* Volt Var Optimization Voltage Reduction Phase 3, Post Go-Live Future Phase Copyright 2015 Accenture All rights reserved. 19

ADMS Technology Selection Process: Methodologies & Tools Asset Vendor Landscape Description Analysis and viewpoint on major technology vendors including their offerings, strengths and weaknesses. Includes market share analysis and an assessment of functional and non-functional capabilities of each vendor. System Selection Methodology Proven methodology for conducting systems selection (procurement) process for complex technology solutions. Inventory of functional and technical requirements for complex market processes, and template-driven approach for capturing new or unique requirements. Business Case Tool Proven tool for the development of business cases for a DMS, OMS, or any other technology in the D- Ops space. Easy to define benefits and technology costs for the evaluation of ROI over the life of the technology. Copyright 2015 Accenture All rights reserved. 20

Phased Integrated ADMS & Grid Automation Deployment Yearly Cost Breakout Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 Year 11 OMS Deployment Data Readiness GIS Update DMS and D-SCADA Deployment Grid Automation Steady State O&M For Illustrative Purposes Only FUNCTIONALITY vs. TIME Modern OMS / Reports Basic SCADA Functions Basic Operating Efficiencies (e.g., Load Balancing) Basic Switching Management Improved GIS Export VVO Demand Reduction Fault Location Advanced Switching Management Automated Switching (e.g., FLISR) Advanced SCADA Functions Broad Optimal Operating Point 100% Functionality & 100% System Wide Benefits Copyright 2015 Accenture All rights reserved. 21

ADMS Implementations: Things to Get Right 10101 01010 10010 Strong Executive Support and Leadership One Team Implementation Partners Xcel Energy / Schneider Electric / Accenture Rigorous Project Governance & Scope Control External Dependency Management Data Readiness Design Decisions Balance between Flexibility & Offthe-Shelf Capability Integrated Business Readiness Technology and Business Processes Keep implementation on-time, on-budget Deliver the right solution Deliver a solution that is embraced by the business and effectively supported by IT Manage effectively Change Management and Training Ensure efficient and effective transfer of knowledge 22

Ensuring Success of an ADMS: Key Points Industry Expertise Right Team and Technology Experience Cost Effective Approach & Solution Right Right Team Team Benefits to : Right Experience Long-term Vendor as a Strategic Partner Define all players Governance Strategic Partnership Reduced Risk Smoother Implementation More Synergies realized Cost Effective Clear Program Management Structure Copyright 2015 Accenture All rights reserved. 23