1. Integrated Distribution Planning Process
More Than Smart
September 8, 2015

2. Distribution planning fundamentals
Adapt grid to satisfy customer needs
Utilize engineering and planning criteria focused on safety and reliability
Explore and select alternatives balancing reliability, cost, and environmental goals
Solutions for capacity, must incorporate power quality measures
Not about supply-demand balance
Adapt grid to satisfy customer needs by identifying system requirements and mitigations, projects and alternatives

3. Future Distribution planning process
Develop Forecast
Customer growth
DER projections coordinated with CEC IEPR
Identify Distribution Needs
Current capacity assessment
Planned projects
Operational characteristics
Operating flexibility
System performance
Evaluate alternatives
Follow deferral framework
Traditional projects
DER options
Cost / Benefit
Integrated Distribution Plan
Set of projects
Grid modernization plan
Integrated Capacity Analysis
Optimal locations identification
Identified DER options and time frame
Develop Forecast
Customer Service Programs
Organic DER Growth
Econometric Data
Spatial Data (e.g. clustering)
Analysis of recorded circuit load profiles
Historical load growth
Incorporate procured DERs
Evaluate resource performance including dependability
8760 forecast by year
Forecast of DER by type with typical profiles
Identify Distribution Needs
Verify asset data – e.g. rating limits, age, etc.
Connectivity model verification – relationships between substations and substations and circuits.
Evaluate configuration changes
Incorporate Future Project Changes on Capacity –
Transformer Heat Run Database
Protection Database
Circuit Model Databases
Utilized for ICA, IVVC, circuit planning
Future bank increases
Future DER portfolios
Planned reconfigurations
Near-term re-configuration of circuitry to balance loading and/or generation
Evaluate project alternatives
Determine traditional project
Evaluate profile vs capacity
Determine capacity increased necessary to meet forecasted demand
Determine Deferral value per year (benefit)
Evaluate project cost and calculate deferral value per year (RECC method)
Determine other benefits
LNMB categories such as: energy, losses, gen capacity, ancillary services, T&D capex, voltage/pq, reliability/resiliency, environmental, rps, renewable integration costs, societal, public safety
Determine Portfolios of DERs
Determine profile needed to mitigate violation
Evaluate physical feasibility
Evaluate economic feasibility
Consider loading order
Evaluate assumed resource profile and compare to need
Determine resource mix
Perform PV assessment
Evaluate EE and DR potential
Determine interconnection constraints/limitations
Timing considerations
Evaluate Methods to Obtain Portfolio
Competitive offering
SCE owned deployment
Focused marketing
Incentive mechanisms
Determine Portfolio Cost per Year
Cost for portfolio obtainment
Cost for interconnection upgrades (e.g. breakers, reconductors)
Determine Net Benefit per Year
Determine which Project to Execute
Project initiation (traditional projects)
Document scope, cost, need data
Obtain approval and submit EPEF and PMWIF
Project initiation (DER portfolio)
Identify mix of SCE and 3rd party resources
Identify timing of resource need
Identify avenues of procurement
Schedule and launch RFOs
Execute Targeted DSM programs
Distribution plan
Projects to be initiated
Project initiation
Interconnection process
Competitive solicitations
Customer program design

4. Discussion Additional criteria? Resiliency metric?
Policy driven needs?