CA/NV AWWA SCADA Seminar SCADA Master Planning Presented by: Philip Gaberdiel Cell: 818-843-1855 ext. 8435 phil.gaberdiel@we-inc.com
Presentation Outline SCADA Master Plan Goals and Objectives SCADA Master Plan Methodology Questions and Answers 2
Presentation Outline SCADA Master Plan Goals and Objectives SCADA Master Plan Methodology Questions and Answers 3
Role of SCADA in Utility Operations Critical Need Meet Regulatory Compliance Protect Public Health and Safety Maintain Service Levels Operate Efficiently Capture and Retain Knowledge Plan Capital Improvements Role of SCADA/Control Monitor and report regulatory compliance Control process within regulatory constraints Early detection and warning of process upsets Prevent processes and equipment from reaching dangerous levels of operation Operational flexibility and tight control Staffing levels and experience Unattended operations Process optimization Historian maintains operational history Operational experience captured in control strategies and narratives Equipment condition and performance data Data to calibrate the hydraulic model 4
What is a SCADA Master Plan? Proactive plan to manage one of the Utility s most critical assets to: Align SCADA technology and governance with business requirements Plan for the required budget, time and resources Set priorities, schedules and interdependencies of projects
Do you need a SCADA Master Plan? Technical Business Procedure Frequent and sustained system downtime Lack of support and maintenance for obsolete hardware and software Accessing historical data for regulatory and operational reporting requires a SCADA specialist Number of nuisance alarms and alarm floods Minor system/component upgrades cause failures in other components Uncertainty about which automation platform/vendor fits requirements Pending retirement of experienced operating or maintenance staff New regulations or business requirements High costs for maintenance and support Inaccurate or non-existent documentation Significant system expansion Staff are too hard-pressed meeting the needs of operational support and capital delivery to do effective planning Difficulty in defining, prioritizing and justifying SCADA projects Lack of change management, revision control and back-up procedures put the Utility s continuity of operations at risk SCADA standards do not exist or not enforced resulting in significant variability What are your challenges? 6
Aligns Technology with Business Need A proactive plan aligns SCADA technology and governance with the business requirements of the Utility. Business Strategy Technology Strategy Business Performance Technology Performance 7
Bringing Order to Chaos A logically sequenced, SCADA program meets business needs within the resource constraints of the Utility. 8
Build Stakeholder Consensus 9
What is the Utility s Vision for SCADA? 10
Presentation Outline SCADA Master Plan Goals and Objectives SCADA Master Plan Methodology Questions and Answers 11
SCADA Planning Methodology 1 Project Initiation 5 Alternative Analysis 6 SCADA Master Plan 2 Current State 3 Requirements 4 System Assessment 12
SCADA Planning Methodology 1 Project Initiation 5 Alternative Analysis 6 SCADA Master Plan 2 Current State 3 Requirements 4 System Assessment Key Activities Kickoff Meeting Establish Core Planning Team Establish Executive Steering Committee Review Project Plan & Schedule Deliverables Project Charter Project Plan Project Website Document Templates Review Project Deliverables 13
SCADA Planning Methodology 1 Project Initiation 5 Alternative Analysis 6 SCADA Master Plan 2 Current State 3 Requirements 4 System Assessment Key Activities Review Existing Documentation Field Survey of Representative Sites Staff Interviews Current State TM Review Workshop Deliverables Current State Tech Memo As-Is SCADA Block Diagram Facility/Process Summary Table Prevalent Standards and Exceptions Technology and Governance 14
SCADA Planning Methodology 1 Project Initiation 5 Alternative Analysis 6 SCADA Master Plan 2 Current State 3 Requirements 4 System Assessment Key Activities Stakeholder Workshops Visioning Workshop Requirements Validation Workshop Deliverables SCADA Requirements Tech Memo Executive Summary Utility Vision for SCADA Business Requirements Technical Requirements Governance Requirements 15
SCADA Planning Methodology 1 Project Initiation 5 Alternative Analysis 6 SCADA Master Plan 2 Current State 3 Requirements 4 System Assessment Key Activities Assessment Review Workshop Presentation to Steering Committee Deliverables System Assessment Tech Memo Executive Summary Existing System Overview Best Practices Benchmark Initial Recommendations 16
SCADA Planning Methodology 1 Project Initiation 5 Alternative Analysis 6 SCADA Master Plan 2 Current State 3 Requirements 4 System Assessment Key Activities Prioritize Requirements Alternatives Review Workshops Vendor Presentations Alternatives Validation Workshop Deliverables Alternatives Tech Memo Executive Summary High Priority Requirements Alternatives Analysis Functional Requirements Evaluation Process Recommended Alternatives 17
SCADA Planning Methodology 1 Project Initiation 5 Alternative Analysis 6 SCADA Master Plan 2 Current State 3 Requirements 4 System Assessment Key Activities Review of Recommended Projects Master Plan Review Workshops Presentation to Steering Committee Deliverables SCADA Master Plan Executive Summary Current State Summary Requirements Summary Recommended Alternatives Program Plan Scope Definition Cost Estimate Schedule & Dependencies 18
Lifecycle Management of SCADA People and Practices required to manage and maintain the SCADA system in an evergreen state over its entire lifecycle 19
In Summary Due to the criticality of SCADA to Utility operations, every Utility should have a formal SCADA Master Plan Master Plans should be reviewed and updated on an annual basis. Major updates or revisions should be peformed approximately every five years. 20
Thank You for Your Time! Questions?