ADVANCED DISTRIBUTION MANAGEMENT SYSTEMS (ADMS) HOW TO SUCCESSFULLY ASSESS, PROCURE, IMPLEMENT, AND UPGRADE AN OMS, DMS OR A COMPLETE ADMS

Transcription

1 ADVANCED DISTRIBUTION MANAGEMENT SYSTEMS (ADMS) HOW TO SUCCESSFULLY ASSESS, PROCURE, IMPLEMENT, AND UPGRADE AN OMS, DMS OR A COMPLETE ADMS Millennium Knickerbocker Hotel Chicago Instructed by COURSE Baltimore Gas and Electric - Frank Tiburzi, Manager Engineering, Restoration Services and Operations Support GridBright - Terry Nielsen Kansas City Power and Light - Ryan Mulvany, Senior Manager of Distribution Operations Oracle Utilities - Network Management System - Andy Urtusuastegui, Director, Product Management Seattle City Light - Dr. Dirk E. Mahling, Chief Information Officer Sponsor EUCI is authorized by IACET to offer 1.0 CEUs for the course. 1

2 OVERVIEW/BACKGROUND Distribution operators face a formidable challenge in the coming years. They need to keep the lights on while facing some unprecedented changes: Increased frequency of extreme weather events Heightened physical and cyber security threats Aging utility infrastructure and workforce Increasing penetration of distributed energy resources (DER), including distributed generation, distributed storage, demand response, and microgrids Potential structural changes to the distribution business model LEARNING OUTCOMES Identify state-of-the-art in outage management systems (OMS), centralized or decentralized distribution management systems (DMS), distributed resources management systems (DERMS), and advanced distribution management systems (ADMS) Review how to successfully assess, procure, implement and upgrade these solutions WHO SHOULD ATTEND Utility personnel tasked with implementing new OMS, DMS, or DERMS solutions, or upgrading existing solutions Distribution operation executives and managers Emergency operation executives and managers 2

3 AGENDA Monday, September 21, :00 8:30 a.m. Registration and Continental Breakfast 8:30 a.m. 5:00 p.m. Course Timing 12:00 1:00 p.m. Group Luncheon INDUSTRY TRENDS AND OUTAGE MANAGEMENT BASICS Trends a. The upcoming dramatic changes facing the electric utility distribution business, the formidable challenges they present, and their implications for grid reliability b. Major forces transforming the distribution business c. Potential structural changes in the distribution business model driven by regulatory initiatives such as i. California Assembly Bill 327 ii. New York Reforming the Energy Vision (REV) d. Need for an entirely new set of business processes to operate in the new world e. Limitations of the existing computing, control, and communications infrastructure f. Other technical challenges (e.g., frequency regulation, relaying, harmonics) g. Changing workforce h. Potential threat to grid reliability i. Potential opportunity to improve grid operations OMS Topics a. Vendor landscape b. Outage call taking & processing c. Topology based & geospatial outage grouping d. Outage clearing device location prediction e. Outage tracking, filtering and sorting f. Outage restoration prioritization g. ERT management & calculation h. Outage restoration resource management & confirmation i. Outage cause/condition recording j. Reliability Metrics Calculations k. Outage restoration performance management l. Nested and Step Outage Management m. Planned outage management n. Outage communications via web, calls, maps, alerts and apps o. Integration with IVR/VRU, AMI, CIS, & GIS p. Integration with workforce management & asset management q. Damage assessment 3

4 AGENDA Monday, September 21, 2015 (Continued) INDUSTRY TRENDS AND OUTAGE MANAGEMENT BASICS (CONTINUED) New Technology Solutions that Could Help With: a. Emergency operation management i. Damage assessment ii. Interface with incident command system (ICS) iii. Working with emergency operations centers b. Multi-channel customer communications c. Telecommunications d. Operator training e. Operating technology (OT) Information technology (IT) integration f. Business intelligence (BI) g. Business process management and optimization h. Big data management DISTRIBUTION MANAGEMENT SYSTEMS BASICS Perspective on the DMS Marketplace Business Drivers for DMS DMS Functional Topics a. Switching management b. Permits, clearances, and tags c. Suggested switching d. Operator s power flow e. Volt-VAR optimization f. Fault locating and restoration g. Load modeling h. Use of AMI data i. Impacts of distributed resources and renewables j. Working with distribution automation and intelligent field devices Integrated OMS/DMS Topics a. Common distribution system model b. Training simulators c. Alerts and notifications d. Alarm processing e. Integration with SCADA, EMS, DA & DMS f. Business intelligence and analytics Future Directions and Drivers for Change in DMS Products 4

5 AGENDA Monday, September 21, 2015 (Continued) OUTAGE MANAGEMENT SYSTEMS SPECIAL TOPIC CASE STUDY Background and Current OMS Activities at Kansas City Power and Light Two Way OMS Integration with SCADA a. Detail 1 b. Using ICCP (?) c. Fault location analysis (?) 3. Implementing OMS Analytics and Business Intelligence a. Background and history of analytics at KCPL b. Detail 1 c. Detail 2 4. Summary Case Study OMS IMPLEMENTATIONS AND UPGRADES Background and Current OMS Projects and Activities at Large East Coast Utility Case Study Processes and Applications that Help with Restoration a. Changes and evolution of processes b. What worked well and what needed improvement based upon recent storms c. What changes are being made base upon discussions with other operating companies Gaps Often Found in Outage Management Systems and How They Have Been Filled Managing OMS Implementations a. Strategic planning b. Project governance c. Preparing a business case d. Requirements analysis e. Procurement process f. Implementation methodology g. System, integration, performance and user testing h. Migrations from legacy systems i. Configurations j. Planning for upgrades k. Organization change management and transitions l. Training approaches m. Go-live process n. Phased implementations o. Maintenance and support 5

6 AGENDA Monday, September 21, 2015 (Continued) OMS IMPLEMENTATIONS AND UPGRADES (CONTINUED) Case Study Case Study Case Studies of What is Changing in the OMS Area a. Approaches for mergers and acquisitions b. Customer communications c. Damage assessment d. Mutual aid e. Phased implementations f. Storm planning, checklists and storm drills Business Process Design for Major Events and Storms a. Case study on recent storms b. Challenges c. Training Tuesday, September 22, :00 8:30 a.m. Continental Breakfast 8:30 a.m. 12:00 p.m. Course Timing ADMS IMPLEMENTATIONS AND UPGRADES Case Study of Recent DMS Project a. Project objectives b. Project schedule c. Getting the DMS model right d. Working with SCADA measurement data e. Testing DMS functionality f. Training operators g. Approaches to going into production 6

7 AGENDA Tuesday, September 22, 2015 (Continued) INDUSTRY DIRECTION AND THE IT PERSPECTIVE Industry Trends a. Multi-channel customer communications b. Telecommunications c. Operator training d. Operating technology (OT) Information technology (IT) integration e. Business Intelligence (BI) f. Business process management and optimization g. Customer engagement h. Social media i. Applications of analytics big data management j. Distributed energy resources management k. Demand response management systems IT/OT Challenges a. Cyber security b. Disaster recovery c. Fault tolerance integration approaches d. Services Oriented Architecture (SOA) and Enteprise Service Bus (ESB) e. Application of interoperability standards (e.g., CIM, MultiSpeak) SUMMARY AND WRAP-UP Review of Industry Drivers Review of OMS/DMS/DERMS/ADMS Functionality Review of IT/OT Issues 7

8 INSTRUCTORS Terry Nielsen / GridBright Terry Nielsen is a world-class consultant specializing in power industry network management systems (NMS). He has served over 50 electric utilities in 5 continents, improving their (distribution) network management and emergency response. He has served on the DistribuTech Advisory Board since He is also active in the IEEE reliability working-group, the IEC CIM standard, the NRECA MultiSpeak specification, and NERC Electricity Sector Information Sharing Task Force. As a Senior Vice President of GridBright, Terry has the overall responsibility for service delivery to GridBright clients. Prior to GridBright he held senior leadership roles at UISOL, CES International, and SPL Worldgroup, and Oracle. He has also worked for ALSTOM, and Control Data Corporation (Now part of Siemens) as part of his 25 years career. Dr. Dirk E. Mahling / Chief Information Officer / Seattle City Light Dirk Mahling, Ph.D., is the Chief Information Officer at Seattle City Light. Dr. Mahling is a technology executive in the utility industry with a strategic management consulting background (ATKearney, UISOL), CTO for start-ups (WebGen, C-Power), and over 20 years of experience. He has guided energy management products (IUE, DR) from creation to installation to operation and every step in between. At Seattle City Light, Dirk is currently engaged in architectures for IT/OT convergence, renewable energies, customer system implementations, and cyber security/compliance. He is a recipient of the Frost and Sullivan Customer Service Award, as well as a BuilConn winner for Best New Product. He is a board member of the Energy Technology Institute at the University of New Mexico and the board of Fraunhofer CSE, the world s largest contract research company. In addition, Dirk has been published in over 20 books and journals related to the energy field. Dirk received his Ph.D., in Computer and Information Science from the University of Massachusetts and executive MBA from Boston University. Frank Tiburzi / Manager Engineering, Restoration Services and Operations Support / Baltimore Gas and Electric Frank Tiburzi currently serves as the Manager Engineering, Restoration Services and Operations Support, providing leadership and actively participating in developing and maintaining BGE s processes and procedures for storm response and emergency preparedness, interfacing with Regulatory and Emergency Management Agencies and Mutual Assistance Organizations. His organization is responsible for developing business processes to leverage new technologies to enhance customer experiences in regards to outage restoration and communications as well as maintaining operational databases and Operation Control Center interfaces for distribution and transmission electric models, system ratings and alarms for Outage Management, Energy Control and Distribution Automation systems and serving as business leads for system upgrades. Frank served as the Business Lead for BGE s initial OMS implementation and as the Business Sponsor for its subsequent OMS Switching and OMS AMI upgrades. Ryan Mulvany / Senior Manager of Distribution Operations / Kansas City Power and Light Ryan Mulvany is the Senior Manager of Distribution System Operations at Kansas City Power & Light. His career has spanned over 13 years with involvement in both the Work / Asset Management area and in Distribution Operations. Most recently, Ryan was the Lead on Kansas City Power & Light s Outage Management System (OMS) replacement that was completed on time and on budget. The project included implementing advanced applications include Switching, DSCADA, Business Intelligence, Fault Location Analysis, and Estimated Restoration Time calculations. Ryan holds a BS in Business and an MBA from the University of Kansas. 8

9 INSTRUCTORS Andy Urtusuastegui / Director, Product Management / Oracle Utilities - Network Management System Andy recently joined Oracle Utilities to lead the ADMS product management roadmap, working with product strategy. Andy has over 30 years of experience at Southern California Edison, the past 23 years working with Grid Operations technology. He contributed to bringing to market one of the first client-server Outage Management Systems in He continues to further the advancement of OMS to this day. In addition to OMS, Andy has lead the complete project life cycle (business process, requirement definition, proposal evaluation, vendor selection, contract negotiations, project planning, and implementation) of major grid operations projects. These include: The first Operations GIS at SCE, which included over 4,100 feeder maps and streetlight assets; one of the largest implementations of an Energy Management System in North America, including SCADA, Advanced Applications and Training simulator. At the distribution level, a Distribution SCADA integrated with OMS, including Volt/VAR control along with distribution applications and training simulator. In the Demand Response area, assisted with implementing the first DRMS at SCE in partnership with a major vendor. INSTRUCTIONAL METHODS PowerPoint presentations, case studies and group discussion will be used in this course. REQUIREMENTS FOR SUCCESSFUL COMPLETION OF PROGRAM Participants must sign in/out each day and be in attendance for the entirety of the course to be eligible for continuing education credit. 9

10 PROCEEDINGS The proceedings of the course will be published, and one copy will be distributed to each registrant at the course. CREDITS EUCI has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET). In obtaining this accreditation, EUCI has demonstrated that it complies with the ANSI/IACET Standard which is recognized internationally as a standard of good practice. As a result of their Authorized Provider status, EUCI is authorized to offer IACET CEUs for its programs that qualify under the ANSI/IACET Standard. EUCI is authorized by IACET to offer 1.0 CEUs for the course. EVENT LOCATION A room block has been reserved at the Millennium Knickerbocker Hotel Chicago, 163 East Walton Place, 60611, for the nights of September 20-21, Room rates are $199, plus applicable tax. Call for reservations and mention the EUCI course to get the group rate. The cutoff date to receive the group rate is August 30, 2015, but as there are a limited number of rooms available at this rate, the room block may close sooner. Please make your reservations early. REGISTER 3 SEND 4TH FREE Any organization wishing to send multiple attendees to these conferences may send 1 FREE for every 3 delegates registered. Please note that all registrations must be made at the same time to qualify. 10

11 Please make checks payable to: PMA" EVENT LOCATION P: F: PLEASE REGISTER THE FOLLOWING A room block has been reserved at the Millennium Knickerbocker Hotel Chicago, 163 East Walton Place, 60611, for the nights of September 20-21, Room rates are $199, plus applicable tax. Call for reservations and mention the EUCI course to get the group rate. The cutoff date to receive the group rate is August 30, 2015, but as there are a limited number of rooms available at this rate, the room block may close sooner. Please make your reservations early. ADVANCED DISTRIBUTION MANAGEMENT SYSTEMS (ADMS) SEPTEMBER 21-22, 2015: US $1395 EARLY BIRD ON OR BEFORE SEPTEMBER 11, 2015: US $1195 EUCI s Energize Weekly newsletter compiles and reports on the latest news and trends in the energy industry. Newsletter recipients also receive a different, complimentary conference presentation every week on a relevant industry topic. The presentations are selected from a massive library of more than 1,000 current presentations that EUCI has gathered during its 28 years organizing conferences. Sign me up for Energize Weekly. How did you hear about this event? (direct , colleague, speaker(s), etc.) Print Name Job Title Company What name do you prefer on your name badge? Address City State/Province Zip/Postal Code Country Telephone List any dietary or accessibility needs here CREDIT CARD Name on Card Account Number Billing Address Billing City Billing State Billing Zip Code/Postal Code Exp. Date Security Code (last 3 digits on the back of Visa and MC or 4 digits on front of AmEx) OR Enclosed is a check for $ to cover registrations. All cancellations received on or before August 21, 2015, will be subject to a US $195 processing fee. Written cancellations received after this date will create a credit of the tuition (less processing fee) good toward any other EUCI event or publication. This credit will be good for six months. In case of event cancellation, EUCI s liability is limited to refund of the event registration fee only. For more information regarding administrative policies, such as complaints and refunds, please contact our offices at (201) EUCI reserves the right to alter this program without prior notice. 11