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Integrated Capacity Analysis Working Group

This document provides an agenda and background information for the Integrated Capacity Analysis (ICA) Working Group meeting held on June 9, 2016. The purpose of the meeting was to refine integration capacity analysis methodologies and requirements, authorize a demonstration project, and ensure coordination with other agencies.

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Integrated Capacity Analysis Working Group

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  1. Integrated Capacity Analysis Working Group June 9, 2016 9 am – 12 pm CPUC Golden Gate Hearing Room drpwg.org

  2. Agenda 2

  3. ICA Working Group Background • ICA WG PURPOSE- Pursuant to the May 2, 2016, Assigned Commissioner’s Ruling (ACR) in DRP proceeding (R.14-08-013), the Joint Utilities are required to convene the ICA WG to: • Refine Integration Capacity Analysis Methodologies and Requirements • Authorize Demonstration Project A • CPUC Energy Division role • Oversight to ensure balance and achievement of State objective • Coordination with both related CPUC activities and activities in other agencies (CEC, CAISO) • Steward WG agreements into CPUC decisions when necessary • More Than Smart role • Engaged by Joint Utilities to facilitate both the ICA & LBNA working groups. This leverages the previous work of MTS facilitating stakeholder discussions on ICA and LBNA topics. 3

  4. ICA Working Group Schedule To Date • May 2nd, 2016 - Assigned Commissioner Ruling on ICA • May 12th, 2016 – First Joint Utility meeting on ICA and LNBA • May 18th, 2016 – Joint Utility meeting seeking input on (1) use of abstraction analysis or power flow analysis, and (2) level of granularity desired • June 1, 2016 – First in person meeting to get input on: proposed Joint WG Recommendation for Demonstration A; input into ICA Implementation plans; discuss Comparative Analysis • June 9, 2016 (today) – In person meeting to discuss ICA Plans before submittal • June 16, 2016 – Joint Utilities file 3 separate ICA plans to CPUC • July, 2016 – Q2, 2017 – Monthly ICA WG meetings re/ICA implementation • Q4, 2016 – Final Demo A report due • Q4, 2016 – Long-term ICA refinement intermediate status report due • Q2, 2017 – Utilities submit long-term ICA refinement final report due 3

  5. ICA WG Schedule - May 2nd CPUC ruling Short Term: May 2nd–end of Q4 2016 • Update schedule for Demo A Results • Recommend methods for evaluation of hosting capacity for 1) DER bundles or portfolios, responding to CAISO dispatch; and 2) Facilities using smart inverters • Recommend format for ICA maps to be consistent and readable to all CA stakeholders • Evaluate and recommend new methods that may improve computational efficiency of ICA tools and process • Evaluate ORA’s recommendation to require establishment of reference circuits and reference use cases for comparative analyses of Demo Project A results • Establish method for use of customer load data to develop more localized load shapes • Establish definite timelines for future achievement of ICA milestones Long Term: May 2nd-end of Q2 2017 • Suggested topics include, but are not limited to: expansion to single phase feeders; data sharing; interactive ICA maps; market sensitive information; method for reflecting effect of load modifying resources; independent verification of ICA results; quality assurance and control measures • Ongoing discussion in parallel with short term WG activities 3

  6. Proposed schedule for ICA WG topics Ongoing monthly discussion on continued refinement of ICA methodology 3

  7. ICA Working Group Participation • How will the Working Group provide ongoing input into Demo Project A development and ICA methodology? • IOU ongoing solicitation and incorporation of feedback • Stakeholder submitted comments • Consensus recommendations to CPUC • How should Working Group participants continue to stay engaged between monthly meetings? • Do you have comments/suggestions on proposed schedule of monthly ICA WG topics for discussion? Today’s attendance list will be available online at http://www.drpwg.org 3

  8. Joint IOU Motion • Status update

  9. Draft IOU Implementation Plans • IOU presentations: see PDFs

  10. EPRI study • Jeff Smith presentation: see PDF 3

  11. Joint IOU Comparative Analysis Proposal ICA Working Group June 9, 2016

  12. Comparative Analysis Proposal • Comparative analysis of consistency between IOUs • Complete analysis on one IEEE Distribution System Test Feeder using the streamlined and iterative power flow methodologies • Compare results on a node-by-node basis, utilizing metrics similar to the EPRI Hosting Capacity study as a starting point • Comparative analysis of capability and accuracy between calculation techniques utilized in each IOU Demo A • Complete streamlined and iterative power flow studies on feeders within each IOU demo plan • Compare results on a node-by-node basis, utilizing metrics similar to the EPRI Hosting Capacity study as a starting point • Compare processing times between techniques

  13. Comparative Analysis Considerations • Processing capabilities of methods to meet identified use cases and requirements of ACR • Accuracy of limitation criteria between streamlined and iterative power flow methods • e.g. Streamlined method’s calculated value vs iterative power flow method-determined voltage • Evaluation of both methods as a possible enhancement to the Rule 21 “fast track” process • Sample generation projects in queue tested for fast track using both methods • Other technical considerations in methodology • Impact of Phase Imbalance (voltage and current) • Impact of line capacitance and charging current • Determining the impact of voltage regulation devices • Determining the impact of capacitor banks

  14. DRP Data Proposal 3

  15. Data needs for statutory compliance • 769(a) [Applies to] distributed renewable generation resources, energy efficiency, energy storage, electric vehicles, and demand response technologies. • 769(b) [DRP's shall] identify optimal locations for the deployment of distributed resources [by evaluating] locational benefits and costs of distributed resources [...] based on reductions or increases in local generation capacity needs, avoided or increased investments in distribution infrastructure, safety benefits, reliability benefits, and any other savings [...] to ratepayers [...]. • 769(c) The commission shall review each distribution resources plan proposal submitted by an electrical corporation and approve, or modify and approve, a distribution resources plan for the corporation. • The commission may modify any plan as appropriate to minimize overall system costs and maximize ratepayer benefit from investments in distributed resources. • 769(d) Any electrical corporation spending on distribution infrastructure necessary to accomplish the distribution resources plan shall be proposed and considered as part of the next general rate case for the corporation. • The commission may approve proposed spending if it concludes that ratepayers would realize net benefits and the associated costs are just and reasonable. • The commission may also adopt criteria, benchmarks, and accountability mechanisms to evaluate the success of any investment authorized pursuant to a distribution resources plan. 3

  16. Data needs for DRP market transactions • applies to all distributed renewable generation resources, energy efficiency, energy storage, electric vehicles, and demand response technologies. • Identifies optimal locations for the deployment of distributed resources by evaluating locational benefits and costs of distributed resources based on reductions or increases in local generation capacity needs, avoided or increased investments in distribution infrastructure, safety benefits, reliability benefits, and any other savings to ratepayers. • Clear visibility into an individual project’s ability to realize net benefits. • The ability to propose criteria, benchmarks, and accountability mechanisms to evaluate the success of any investment authorized pursuant to a distribution resources plan to the Commission. 3

  17. Data needs to improve DER integration • From utilities: identification of proposed methodologies’ limitations • Foundation for broader conversation on best practices • Blue sky for “perfect data” • Survey of alternatives from other markets • Initial assessment of market solutions for increased data integration • From market participants: • Neutral as to type of technology solution • Full spectrum of possible data for improving DER integration • Market mechanisms for data from other jurisdictions 3

  18. Data needs - next steps • Ongoing stakeholder coordination on data needs (working groups, draft filings) • July MTS working paper on data needs • Proposed path to operationalization of data requirements 3

  19. Next steps 3

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