Transcript InfoNetrix Summit Part 1

T&D Management Solutions
Outlook A Sanity Check
Randy Rhodes
Manager, Network Planning
PacifiCorp
InfoNetrix TDMS Executive Market Summit
Dallas, Texas
September 7, 2003
Agenda
– Brief Corporate Background
– Power Delivery Business Technology Processes





CAPEX Strategy Formulation
Project Planning & Development
Project Review & Approvals
IT Project Management
Post-Investment Appraisal
EAI Standards
– Current Major Project Examples
– Sanity Check w/InfoNetrix
© 2003 PACIFICORP | PAGE 2

PacifiCorp’s Service Territory
4% 8%
Oregon
3%
33%
Washington
Utah
Glasgow
Portland
Idaho
Wyoming
352 Miles
44%
633 Miles
California
8%
London
Salt Lake City
Oregon
Washington
Utah
Idaho
Wyoming
California
FY-2003
505,098
119,666
680,163
58,171
122,576
42,699
Total Customers
1,528,373
Line Miles
Distribution
Transmission
69,400
15,000
© 2003 PACIFICORP | PAGE 3
Customers by State
Power Delivery Key Facts
$2.4B Retail Revenues in FY04
135,000 Square Miles Of Service Territory Covering Six States
Approximately 2,900 Employees in Power Delivery
39,000 New Customer Connects Projected for FY04
Assets - Billions $
Asset Breakdown FY-2003 Year-EndGross
Net
Distribution
Transmission
Other
Total T&D
$3.90
$2.30
$0.90
$7.10
$2.50
$1.50
$0.50
$4.50
– Average Annual Projected Ten-year Energy Sales Growth Of
2.6%.
Oregon
Washington
Utah
1.5%
1.9%
4.0%
Idaho
Wyoming
California
1.0%
1.6%
1.3%
© 2003 PACIFICORP | PAGE 4
–
–
–
–
–
PD I/T CAPEX
Power Delivery’s FY04
Capital Expenditure Plan (US GAAP)
FY04
T & D Plan
Driver
Discretionary?
Comments
New Customer
Connects
20%
Obligation to serve new
customer
Nondiscretionary
39,000 new connections
forecasted for FY04
Delivery System
Reinforcements
29%
Nondiscretionary
Includes Quantum Leap
Project
Public
Accommodations
5%
Nondiscretionary
Asset
Replacements
27%
Mandated undergrounding
of lines, relocations for
highway projects
Some replacements
required by code or
Commission rules
System Upgrades /
Reliability
10%
Information
Technology
9%
Inability of delivery
system to meet
increasing load
requirement
Regulatory or
jurisdictional
requirements
Deterioration or
obsolescence of aging
delivery system and
failed assets
Company objectives to
improve delivery system
reliability or economics
Primarily completion of
existing replacement and
economic projects
Total FY04
Mix of NonDiscretionary
(failed assets) and
Discretionary 1/
Partially
discretionary
Partially
discretionary
Includes merger
commitments to improve
reliability
Includes EMS/SCADA and
SPS
> $0.3B
1/ Note: Items that are discretionary in the short-term build risk exposure and are non-discretionary in the long-term.
© 2003 PACIFICORP | PAGE 5
Investment
Reasons
PD Business Technology CAPEX Budget Process
Corporate
CAPEX
Allocation
Project Prioritization
Business
Unit
Needs
PD IT Budget
© 2003 PACIFICORP | PAGE 6
PD IT Strategy
• Business Strategy
– Safety
– Customer Service / Reliability
– Efficiency / EBIT
• PD Organizational Alignment
• Technology Blueprint Alignment
Ten-Year PD I/T Budget – Areas of Focus
Project Forecasts Come From Business Unit Project Needs, Are Prioritized by
Business Unit Strategy, and Depend on Corporate CAPEX Allocation
FY04
% of PD I/T CAPEX
0 - 10%
10 - 20%
20 - 30%
> 30%
FY05
FY06
FY07
FY08
FY09
FY10
FY11
FY12
FY13
© 2003 PACIFICORP | PAGE 7
Power Delivery IT-Enabled Projects
EMS/SCADA
Single Person Scheduling
Pole Attachment Data Management System
Transmission Wholesale Billing System
Mapping & Connectivity Enabler
Outage Management System Upgrades
Asset Inspection/Reporting Systems
Graphical Information / Asset Register Systems
Crew & Resource Work Management
Customer Service Systems Upgrades/Replacements
Other Distribution Systems Upgrades/Replacements
Other Transmission Systems Upgrades/Replacements
Power Delivery Systems Upgrades/Replacements
PD IT Project Approval Process
PDTSC
PIC
–
Business Units Sponsor New
Projects
PD Controller & PD Business
Technology Director

PD Controller
EVP Power
Delivery
& CIO
CEO PacifiCorp

–
Largest Projects Are Reviewed by
PacifiCorp Board, or Scottish Power Board
Allocate Project Planning And
Development Seed Money For
Preliminary Project Cost,
Schedule, Scope, And Business
Case
Assign Project Manager
Power Delivery Technology
Strategy Committee (PDTSC)


Directs Strategy And Priorities.
Reviews And Approves Projects
Based On Strategy Alignment,
Business Case,
And CAPEX Allocation
© 2003 PACIFICORP | PAGE 8
–
Power Delivery IT Project Life Cycle
Ongoing
Projects
Systems
Framework
Study
Project Brief
& Seed
Money
Request
Annual
Corp
Planning
Process
 Sets PD
project budget
for fiscal year.
New Project
Proposals
 Request to
fund Business
Case
Preparation.
 Task plan to
develop
project
approval
package.
PD BT
Approval
 Approval for
seed money
to develop
Business
Case.
Transition
Initiatives
Business
Case
Project
Definition
Document
PDTSC
Approval
 Proof of business
 Funding
concept.
Approval
 Data quality impacts
through
on budget must be
Alternatives
considered.
Analysis.
 Financial analysis.
 Set schedule,
 Cost benefit
benefits, scope,
worksheet.
and cost
 End-to-end schedule
expectations for
with detailed task
entire project.
plan through
alternative analysis
plus placeholders.


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

PDD
Sign-Off
Detailed User
Requirements
Formal Project Plan-  Proj. Mgr. &
 Data quality key
High-level work break- Proj. Sponsor
elements and
down and schedule.
agree to PDD
metrics defined.
Risks identified.
contract.
 "To Be" business
Resources & costs
 Risk & change
process maps at the
forecasted.
management
Operational
"As Is" and "To Be"
controls activated. Processes level
business process maps  (If cost, schedule,
(System Dynamics
documented at the
scope, or benefits
Model-SDM) with
Business Line
different than
Application
Processes level.
approved Business integration points
(Business Dynamic
Case, must return
noted. (Generic
Model-BDM)
to PDTSC for
Model-GEN).
Data quality
change approval.)  Detailed task plan
components identified.
and work packages
defined.
CBS
PDTSC
Approval
 Compiling &
 Go/No-Go
evaluating
Funding
custom &
Decision
vendor (RFP)
 May also
solutions.
require
 Solution
GTC and
RecommendGITEC
ation.
approval
 Vendor Package
functional gap
analysis.
Business
Functional
Specifications
Technical
Design
Build
IT Work Stream
 "To Be"
business process  Walk-through and
maps at the
formal sign-off to
Work Procedure
assure that
level (Function
Technical Design
Dynamics
will deliver
Model-FDM)
Business
with data
Functional
elements
Specifications
modeled on
before Build
Generic Model
phase begins.
for Rational
 Data Quality key
Rose
elements and
conversion.
metrics designed.
Test
 Unit
 System
 Integration
User
Acceptance
Testing
Training
Business
Acceptance
 Hand-over
preparation
completed.
 Formal review
of
deliverables
to business
functional
specifications.
Implementation
- Cutover
Project
Close
Post
Investment
Appraisal
Implementation - Cutover
Staging
"Go Live"
Cut Over
Commissioning
Formal
Certification
© 2003 PACIFICORP | PAGE 9
Alternatives
Analysis
PD IT Project Management
– Business Units Have Project Ownership

Project Sponsor Is Primary Stakeholder Who Owns Outcomes,
Benefits, & Business Process.
– Project Management Is Performed by PD Project
Management Office (PMO)
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PD PMO Reports On Approved Cost, Schedule, Requirements,
Expectations, Risk And Quality
Professional PMs (Often PMI Certified)


Sets Strategy, Assigns Priority, Approves Projects
Risk Is Reduced By:
• Rigorous Planning And Definition Of Projects Up Front
• Focused Tracking Of Progress Against Expenditures for The Life Of The
Project
© 2003 PACIFICORP | PAGE 10
– PD Technology Strategy Committee
Power Delivery IT Project Governance
Power Delivery
Technology Strategy Committee
Power Delivery Business
Technology
Project
Mgr.
P.D.D.
"CONTRACT"
Project
Sponsor
Project
Planner
CBS IT
Lead
Information
Technology
Project
Components
Project
Mgr.
P.D.D.
"CONTRACT"
Project
Sponsor
Project
Planner
Functional
Area "A"
Non-IT
Components
Functional
Area "Z"
Non-IT
Components
CBS IT
Lead
Project
Mgr.
P.D.D.
"CONTRACT"
Project
Sponsor
Project
Planner
Functional
Area "A"
Non-IT
Components
Functional
Area "Z"
Non-IT
Components
Information
Technology
Project
Components
CBS IT
Lead
Information
Technology
Project
Components
CBS IT Power Delivery Systems
CIO
Functional
Area "A"
Non-IT
Components
Functional
Area "Z"
Non-IT
Components
After PD IT Projects Are Implemented...
– Upon Completion, Project Sponsor And Project Manager
Presents Project Close-out To PDTSC
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Review Of Project Implementation
Lessons Learned
ID Areas For Future Development
– Business Improvement Groups Track On-going Benefit KPI’s
And Business Process Improvement Implementation
– Business Units Become System Experts And Identify
Incremental System Capabilities To Leverage For Further
Benefits
– Post Investment Appraisals Required For Selected Projects

1-Year Following Implementation To Validate On-going Benefits, And
Process Improvements, With New Recommendations As Needed.
© 2003 PACIFICORP | PAGE 12

Standards and EAI at PacifiCorp
The “common language” is based on the common information
model (CIM) specified in IEC standards. The meta data for this
language is maintained In the information exchange model (IEM).
The physical implementation of the IEM varies based on selected
technologies.
Information
Exchange
Model
Outage
Reporting
SCADA
EMS
Dist
Wires
Model
VRU
Outage
Management
Distribution
Automation
The “Integration Bus” = EAI + Common Language
Event History
AM/FM/GIS
Human
Resources
Work
Management
Substation
Automation
= Application Connector
CSS
© 2003 PACIFICORP | PAGE 13
Transmission
Wires
Model
...
Data
Warehouse
Power Delivery CIM Implementation
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Retail Access
OCHIP – Outage Call Handling Improvement Project
Single Person Scheduling
Transmission Wholesale Billing System
Enterprise Data Warehouse
SCHOOL – Substation And Circuit History of Operational Loading
© 2003 PACIFICORP | PAGE 14
– Pacificorp Has Successfully Used The CIM To Model Both
Interfaces And Databases For Power Delivery
– We Are Well-positioned To Continue Using This Model
– CIM Has Been Used In Power Delivery Projects
Example Project: SCADA/EMS Replacement
New State Of The Art System:
– Single EMS System At Each Location
With Disaster Recovery Capability
– Fully Integrated With Existing Systems
– Adaptable To Future Business Change
– Vendor Supported Integration With
Outage Management Systems
PCC EMS LAN
SCC EMS LAN
KWH
SCC
EMS/SCADA
PCC
EMS/SCADA
To SCC
OASIS
To PCC
ROUTER
ROUTER
3 T 1 and 256 K
3 T 1 and 256 K
Dispatch WAN
CADOPS
FEP
To RTU
To RTU
FEP
To WCC FEP
To WCC FEP
PDS
ROUTER
ROUTER
256 K and 56K
256 K and 56 K
DTS
ETAG
ICCP
Gateway
BPA
CAL ISO
RTO West
WSCC
HCC
256 K and 56K
BPA
CAL ISO
RTO West
WSCC
HCC
ICCP
Gateway
ROUTER
WCC FEP
Corporate WAN
Corporate WAN
To RTU
SA
LMS
CADOPS
Fire
wall
Fire
wall
© 2003 PACIFICORP | PAGE 15
Existing Obsolete Systems:
– 7 Disparate Systems
– Not Supported By Vendor
– 20-year Old Technology
– No Integration Capability
– SCADA Components Failing
– Spare Parts Not Available
Example Project: Single Person Scheduling
Mobility Configuration
PacificCorp SPS System
CIS
District One
Street-Level
Routing
Server
TIBCO - XML
Backup
SL Routing
Server
Dispatch
Workstations
Backup
Scheduling
Server
Backup
Webserver
Webserver
Dispatch
Server
Mobility
Router
Backup
Mobility Router
Dispatch
Workstations
Backup
OLAP Server
SAN / Data
Warehouse
Backup
Comms Server
Mirror
Connection
Comms
Server
Mobility Router
Planner
Workstations
Wireless
LAN 802.11
ClickAnalyze Reporting
OLAP Server
Dispatch
Server
District x
Scheduling
Server
Scheduling
Server
CDPD
Radio Tower
SL Routing
Server
Color Code
Production
SAN / Data
Warehouse
Webserver
ClickAnalyze Reporting
OLAP Server
Test - Development & Emergency Backup Environment
Off-Site Location
Mirrored Backup
Comms
Server
PacificCorp
LAN / WAN
Connection
Proprietary and Competition Sensitive - The
information contained within this document
is competition sensitive and contains
information proprietary to Axiom
Corporation. This information is not to be
disclosed
21
Emergency Backup /
Development & Test
Host Systems
© 2003 PACIFICORP | PAGE 16
Backup
Dispatch
Server
Planner
Workstations
Example Project: SCHOOL
– What Is SCHOOL?



Substation/Circuit History Of Operational Loading
Essentially, a Load Data Historian to the Asset Management Desktop
Built on OSIsoft PI Software Platform
• Off-the-Shelf Software Designed for Efficient Storage and Fast Retrieval of Time Series Data
• 45 Gigabytes of Load Data Inspected and Imported
• 65,000 Tags of Load Information




No Data Ambiguity
Easy Access and Navigation
Powerful Analytical Tools
Replaces Paper Reporting and
Thousands of Excel Files
Used for Transformer Load
Analysis
© 2003 PACIFICORP | PAGE 17
– Benefits:
SCHOOL Project Architecture
Substation / Circuit History of Operational Loading
(SCHOOL)
4
(Phase 1: Interim State - (3/03 - 11/03)
RTU
SCADA (SCC)
L & G 8500
1
1 minute interval
RTU
EMS (SCC)
3
OC/S (SCC)
Ingress DB
(Ver. 2.1.0.6)
EMS (WCC)
VAX
2
RTU
CADOPS
PI Integration via TIBCO
SLC Operations Data Center
EMS (PCC)
Time Series Data
VAX
RTU
v
Analog
v
Digital
Automated Hourly Load Data - (Minimum)
RTU
PI Clients
DataLink
ProcessBook
1 Minute Interval
RTU
OC/S (PCC)
RTU
PI Integration via TIBCO
LCT Data Center
TCP / IP
Ingress DB
(Ver. 2.1.0.6)
SCADA (PCC)
L & G 6800
Windows 2000
Analysis Workstation
ActiveView
Load History, Hourly Averages
Meters & Recorders
Time Series Data
v
Analog
v
Digital
Automated Load Data - (Hourly / Minimum)
(CSV File Transfer via TIBCO)
Substation
PI Interface
Batch
PI Server Modules (50,000 tags)
Data Archive
UDS
Xcellenet - Afaria
MDB
Handheld Software Distribution Mgmt.
Performance Equations
(UNDER REVIEW)
Windows 2000
Data Access Pack – ODBC, OLEDB, SDK
OSI-PI Server Batch Server
(Production)
LCT Data Center Real-Time SQC Server
TCP / IP
Modem Bank
PI to PI Integration
MV-90
Commercial
BatchView
ODBC Client
Real-Time SQC
Profiles
MVStar
(Ver. 3.1 - SP 2)
Windows 2000
OSI-PI Server
TCP / IP
(Development)
LCT Data Center
Industrial
PI Server Modules (1,000 tags)
Data Archive
UDS
MDB
Performance Equations
Data Access Pack – ODBC, OLEDB, SDK
Batch Server
Real-Time SQC Server
PI Clients with Handheld Device
DataLink
ProcessBook
BatchView
ODBC Client
Real-Time SQC
Profiles
ActiveView
Handheld Terminal
Manual Logger
Time Series Data
v
Analog
v
Digital
Monthly Peak Load Data - (Minimum)
Windows 2000
Windows CE 3.0 or PocketPC
Handheld Device
Auto download
(50 Handheld Devices)
Field Workstation / Analysis
Substation Load & Operating Parameters
(50 workstations)
Area / DIstrict Offices
Printer
© 2003 PACIFICORP | PAGE 18
VAX
RTU
SCHOOL – Integration with New EMS
Pacif iCorp
Transmission & Distribution Netw ork
Substation / Circuit History of Operational Load
(SCHOOL)
(Future State - (11/03 - Future)
RTU
CADOPS
RTU
SCC EMS (ABB Ranger)
Ref er to Detailed Conf iguration Diagrams
OSI PI Historian
OSI PI Historian
(Inside Firewall)
(Outside Firewall )
Analysis
Load History, Hourly
Averages
RTU
(ProcessBook / DataLink
EMS / SCADA Replacement Project
RTU
Analysis
Load Forecasting , Special
Reports
( PTI)
RTU
RTU
PCC EMS (ABB Ranger)
Ref er to Detailed Conf iguration Diagrams
OSI PI Historian
OSI PI Historian
(Inside Firewall)
(Outside Firewall )
Analysis
Load History, Hourly
Averages
(Excel)
Frontline Project
RTU
Meters & Recorders
SAP
(Work Management)
OSI PI Server
OSI-PI Server
(Development)
(Production)
Substation
Modem Bank
Analysis
MV-90 Load History
Pow er Operations
Oracle
MV-90
MVStar
Commercial
Handheld Device
Auto dow nload
Printer
Industrial
Analysis
Substation Load & Operating
Parameters
© 2003 PACIFICORP | PAGE 19
RTU
– Special Load Studies
 Load Research Using
Deployable Monitors
 Improved Forecast
Granularity
– Improved Asset Utilization
 Support for Monitoring
and Dynamic Rating of
Transformers
 Substation Equipment
Inspection Using
SCHOOL System
Handhelds
© 2003 PACIFICORP | PAGE 20
SCHOOL System Future Development
InfoNetrix Predictions – A Sanity Check
InfoNetrix Says
PacifiCorp’s Position
Top Market Factor Is Regulatory
Policy & Governance
Our 6-State Regulatory Environment
+ RTO Development Is a Key Factor
Brain Drain Will Affect Utilities’
Ability to Implement Technology
Absolutely. Response: PowerLearning Centers, First-Career
Programs
System Reliability Emphasis Will
Drive Automation Requirements
Yes, But Not Immediately – Still
Getting Asset Management in Place
Future Stress on the Power Grid May
Produce Events Mandating
Emergency Measures
Bingo!!!
Stay Tuned!!!
© 2003 PACIFICORP | PAGE 21
Record Levels of Project Activity Are Economy is On the Upturn – but
Coming Soon
Capital Markets Are Still Tight for Us