Integrated Capacity Analysis Working Group - June 9, 2016

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

3. Agenda 2

4. 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

5. 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

6. 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

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

8. 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