Distribution Operations - Brief Use Cases

Develop strategic development alternatives for the distribution utility coordinated with the expansion alternatives of regional transmission systems and realistically possible market environment

Providing reliable service with self-healing distribution system

Standard power quality and competitive rates

directly involving

RTO/ISO

Local government entities

Major businesses

Relevant research institutions and other relevant parties

RTO expansion alternatives

Utility historic data

Local government development plans

Major business development plans

Energy conservation prospective

Distributed resources prospective

performing

Feasibility studies based on predictive simulation and optimization applications

with key interfaces between

DisCOs and TransCOs

DisCOs and RTO/ISO

Engineering and AM/FM/GIS/CIS databases within DisCo

DisCOs and DER owners

DisCOs and major customers

Utility departments within DisCOs

DisCos and local government

DisCos and area developers

DisCo and relevant research institutions and other relevant parties

with communication configuration requirements of

WAN

LAN

Internet

with quality of service requirements of

For DisCOs and TransCOs and DisCOs and RTO/ISO - high-volume databases including landbases and transmission system topology

Mapping

And operational parameters

For Engineering and AM/FM/GIS databases within DisCo - high volume AM/FM/GIS databases with detailed geographic maps displaying existing and future buildings

with security requirements of

High security due to sensitive information about area development and power supply plans

with data management requirements of

Geographic maps

Distribution and transmission AM/FM/GIS databases

Transmission expansion alternative databases (models)

with constraints of

Existence and comprehensiveness of applications for development of optimal expansion plans under conditions of uncertainty in the open market environment

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	2.0	2.0	3.0	2.0	2.0

COMMENTS:
The following comments were collected during the team rating review:

Quality of Service = 2 due to data accuracy and synchronization

Significant volume of exchange data between DisCO and multiple external parties

Security =2 due to sensitive information about area development and power supply plans

Data Management =3 due to high volume data exchange

Different data interfaces

And diverse databases

Constraints = 2 due to uncertainty of information and immature applications

D-1.1 Distribution planners forecast loads for the long term by area

The Purpose of Distribution planners forecast loads for the long term by area function
is to

Determine the demand and consumption of electricity by areas with a given resolution

Defining reasonable ranges of demand and consumption trends and distributed resources contribution

directly involving

Utility historic data

Local government development plans

Major business development plans

Energy conservation prospective

Distributed resources prospective

performing

Alternative simulation studies

with key interfaces between

DisCOs and DER owners

Engineering and CIS databases

DisCos and area developers

DisCOs and major customers

DisCos and local government

DisCo and relevant research institutions and other relevant parties

with communication configuration requirements of

WAN

LAN

Internet

with quality of service requirements of

High data volume

Including detailed area maps with buildings

Communications and utility facilities

with security requirements of

High security due to sensitive information about area development and power supply plans

with data management requirements of

Geographic maps

Distribution and transmission AM/FM/GIS databases

Transmission expansion alternative databases (models)

with constraints of

New consumption patterns due to market impacts

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	2.0	3.0	2.0	1.8

COMMENTS:
The following comments were collected during the team rating review:

Security =2 due to sensitive information about area development and power supply plans

Data Management =3 due to high volume data exchange

Different data interfaces

And diverse databases

Constraints = 2 due to uncertainty of information and immature applications

D-1.2 Distribution planners plan distribution upgrades and additions in accordance with the long-term transmission plan (using planning simulation and optimization software)

The Purpose of Distribution planners plan distribution upgrades and additions in accordance with the long-term transmission plan (using planning simulation and optimization software) function
is to

Plan new T/D substations

Distribution circuits

Transformers

Distributed generation

New feeder boundaries

Var compensation means

Sectionalizing switches

Etc

directly involving

Transmission owners

RTO/ISO

DR owners

Major customers

Local government

performing

Simulation and optimization studies

with key interfaces between

DisCOs and TransCOs

DisCOs and RTO/ISO

DisCos and area developers

DisCos and local government

Engineering and AM/FM/GIS databases within DisCo

Utility departments within DisCOs

DisCo and DER

with communication configuration requirements of

WAN

LAN

Internet

with quality of service requirements of

High data volume

Including detailed area maps with buildings

Communications and utility facilities

with security requirements of

Limited disclosure

with data management requirements of

Geographic maps

Distribution and transmission AM/FM/GIS databases

Transmission expansion alternative databases (models)

with constraints of

Existence and comprehensiveness of applications for development of optimal expansion plans under conditions of uncertainty in the open market environment

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	2.0	2.0	3.0	2.0	2.0

COMMENTS:
The following comments were collected during the team rating review:

Quality of Service = 2 due to data accuracy and synchronization

Security =2 due to sensitive information about area development and power supply plans

Data Management =3 due to high volume data exchange

Different data interfaces

And diverse databases

Constraints = 2 due to uncertainty of information and immature applications

D-1.2.1 New T/D substations

The Purpose of New T/D substations function
is similar to function (D-1.2) Distribution planners plan distribution upgrades and additions in accordance with the long-term transmission plan (using planning simulation and optimization software) above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	2.0	2.0	3.0	2.0	2.0

COMMENTS:

D-1.2.2 New distribution circuits/conductors

The Purpose of New distribution circuits/conductors function
is similar to function (D-1.2) Distribution planners plan distribution upgrades and additions in accordance with the long-term transmission plan (using planning simulation and optimization software) above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	2.0	2.0	3.0	2.0	2.0

COMMENTS:

D-1.2.3 New distribution transformers

The Purpose of New distribution transformers function
is similar to function (D-1.2) Distribution planners plan distribution upgrades and additions in accordance with the long-term transmission plan (using planning simulation and optimization software) above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	2.0	2.0	3.0	2.0	2.0

COMMENTS:

D-1.2.4 New distributed generation, including distributed resources impact studies

The Purpose of New distributed generation, including distributed resources impact studies function
is similar to function (D-1.2) Distribution planners plan distribution upgrades and additions in accordance with the long-term transmission plan (using planning simulation and optimization software) above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	2.0	2.0	3.0	2.0	2.0

COMMENTS:

D-1.2.4.1 DisCo plans utility-owned DR to meet reliability and power quality targets

The Purpose of DisCo plans utility-owned DR to meet reliability and power quality targets function
is similar to function (D-1.2.4) New distributed generation, including distributed resources impact studies above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	2.0	2.0	3.0	2.0	2.0

COMMENTS:

D-1.2.4.2 DisCo acquires DR base information (to provide ratings and device models)

The Purpose of DisCo acquires DR base information (to provide ratings and device models) function
is similar to function (D-1.2.4) New distributed generation, including distributed resources impact studies above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	2.0	2.0	3.0	2.0	2.0

COMMENTS:

D-1.2.4.3 DisCo analyzes DR interconnection to the power system

The Purpose of DisCo analyzes DR interconnection to the power system function
is similar to function (D-1.2.4) New distributed generation, including distributed resources impact studies above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	2.0	2.0	3.0	2.0	2.0

COMMENTS:

D-1.2.5 New circuit boundaries

The Purpose of New circuit boundaries function
is similar to function (D-1.2) Distribution planners plan distribution upgrades and additions in accordance with the long-term transmission plan (using planning simulation and optimization software) above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	2.0	2.0	3.0	2.0	2.0

COMMENTS:

D-1.2.6 New switch allocation

The Purpose of New switch allocation function
is similar to function (D-1.2) Distribution planners plan distribution upgrades and additions in accordance with the long-term transmission plan (using planning simulation and optimization software) above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	2.0	2.0	3.0	2.0	2.0

COMMENTS:

D-1.2.7 New capacitor allocation

The Purpose of New capacitor allocation function
is similar to function (D-1.2) Distribution planners plan distribution upgrades and additions in accordance with the long-term transmission plan (using planning simulation and optimization software) above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	2.0	2.0	3.0	2.0	2.0

COMMENTS:

D-1.3 Distribution planners plan distribution automation

The Purpose of Distribution planners plan distribution automation function
is to include distribution automation in the standard procedures of planning and procurement in conjunction with the long-term plans of distribution system development in order to benefit from distribution automation in the most efficient way
directly involving

Planning

Operation

And IT departments of the utility

Automation plans (requirements) of transmission owners and RTO/ISO

performing

Simulation and optimization studies for the alternative expansion scenarios

with key interfaces between

DisCOs and TransCOs

DisCOs and RTO/ISO

with communication configuration requirements of

WAN

LAN

Internet

with quality of service requirements of

Low data volume

with security requirements of

Limited disclosure

with data management requirements of

Large distribution system model with layers of alternative expansions

Storage

with constraints of

Legacy of planning procedures and immaturity of relevant applications

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	1.0	1.0	3.0	2.0	1.4

COMMENTS:
The following comments were collected during the team rating review:

Data Management =3

Due to high volume data for existing and future models

Data storage

Constraints = 2 due to immature applications ( no optimization and coordination)

D-1.3.1 SCADA

The Purpose of SCADA function
is similar to function (D-1.3) Distribution planners plan distribution automation above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	1.0	1.0	3.0	2.0	1.4

COMMENTS:

D-1.3.2 DA functions

The Purpose of DA functions function
is similar to function (D-1.3) Distribution planners plan distribution automation above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	1.0	1.0	3.0	2.0	1.4

COMMENTS:

D-1.3.2.1 Fault Location

The Purpose of Fault Location function
is similar to function (D-1.3.2) DA functions above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	1.0	1.0	3.0	2.0	1.4

COMMENTS:

D-1.3.2.2 Fault isolation and service restoration

The Purpose of Fault isolation and service restoration function
is similar to function (D-1.3.2) DA functions above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	1.0	1.0	3.0	2.0	1.4

COMMENTS:

D-1.3.2.3 Outage statistics calculations

The Purpose of Outage statistics calculations function
is similar to function (D-1.3.2) DA functions above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	1.0	1.0	3.0	2.0	1.4

COMMENTS:

D-1.3.2.4 Volt/Var control

The Purpose of Volt/Var control function
is similar to function (D-1.3.2) DA functions above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	1.0	1.0	3.0	2.0	1.4

COMMENTS:

D-1.3.2.5 Planned outage management

The Purpose of Planned outage management function
is similar to function (D-1.3.2) DA functions above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	1.0	1.0	3.0	2.0	1.4

COMMENTS:

D-1.3.2.6 Feeder reconfiguration

The Purpose of Feeder reconfiguration function
is similar to function (D-1.3.2) DA functions above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	1.0	1.0	3.0	2.0	1.4

COMMENTS:

D-1.3.2.7 Cold load pickup

The Purpose of Cold load pickup function
is similar to function (D-1.3.2) DA functions above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	1.0	1.0	3.0	2.0	1.4

COMMENTS:

D-1.3.2.8 Dynamic limit calculations

The Purpose of Dynamic limit calculations function
is similar to function (D-1.3.2) DA functions above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	1.0	1.0	3.0	2.0	1.4

COMMENTS:

D-1.3.2.9 Feeder paralleling

The Purpose of Feeder paralleling function
is similar to function (D-1.3.2) DA functions above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	1.0	1.0	3.0	2.0	1.4

COMMENTS:

D-1.3.2.10 Integration with EMS/MOS

The Purpose of Integration with EMS/MOS function
is similar to function (D-1.3.2) DA functions above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	1.0	1.0	3.0	2.0	1.4

COMMENTS:

D-1.3.2.11 Equipment monitoring and diagnostics

The Purpose of Equipment monitoring and diagnostics function
is similar to function (D-1.3.2) DA functions above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	1.0	1.0	3.0	2.0	1.4

COMMENTS:

D-1.3.2.12 Other

The Purpose of Other function
is similar to function (D-1.3.2) DA functions above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	1.0	1.0	3.0	2.0	1.4

COMMENTS:

D-1.4 Distribution planners prepare long-term contracts with transmission companies covering mutual obligations for the T&D interfaces, operation coordination, and information exchange

The Purpose of Distribution planners prepare long-term contracts with transmission companies covering mutual obligations for the T&D interfaces, operation coordination, and information exchange function
is to include in the planning process the possible alternative conditions of the T&D interfaces and select the most efficient combination of distribution facility upgrades and contractual obligations between D&T
directly involving

DIsCo and TransCo

performing

Simulation and optimization studies

with key interfaces between

DisCOs and TransCo

with communication configuration requirements of

WAN

LAN

with quality of service requirements of

Low volume and speed of data exchange

with security requirements of

Limited disclosure

with data management requirements of

Large distribution system model with layers of alternative expansions

with constraints of

Legacy of planning procedures and immaturity of relevant applications

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	1.0	1.0	3.0	2.0	1.4

COMMENTS:
The following comments were collected during the team rating review:

Data Management =3

Due to high volume data for existing and future models

Constraints = 2 due to immature applications ( no optimization and coordination)

D-1.5 Distribution planners prepare long-term contracts with generators connected to distribution

The Purpose of Distribution planners prepare long-term contracts with generators connected to distribution function
is to include in the planning process the possible alternative conditions of the D&DR interfaces and select the most efficient combination of distribution facility upgrades and contractual obligations between D&DR
directly involving

DIsCo and DR

performing

Simulation

Impact

And optimization studies

with key interfaces between

DisCOs and DER owners

with communication configuration requirements of

WAN

LAN

Internet

with quality of service requirements of

Low volume and low speed of data exchange

with security requirements of

Limited disclosure

with data management requirements of

Large distribution system model with layers of alternative expansions

with constraints of

Legacy of planning procedures and immaturity of relevant applications

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	1.0	1.0	3.0	2.0	1.4

COMMENTS:
The following comments were collected during the team rating review:

Data Management =3

Due to high volume data for existing and future models

Constraints = 2 due to immature applications ( no optimization and coordination)

D-1.6 Distribution planners prepare long-term contract with customers regarding service reliability and power quality

The Purpose of Distribution planners prepare long-term contract with customers regarding service reliability and power quality function
is to

Include in the planning process the possible alternative conditions of the DisCO&Customer interfaces and relationships and select the most efficient combination of distribution facility upgrades and contractual obligations between DisCO and major customers regarding load management

Reliability

Power quality

Var compensation

Etc

directly involving

DIsCo and major customers

performing

Simulation

Impact

And optimization studies

with key interfaces between

DisCOs and major customers

with communication configuration requirements of

WAN

LAN

Internet

with quality of service requirements of

Low volume and low speed of data exchange

with security requirements of

Limited disclosure

with data management requirements of

Large distribution system model with layers of alternative expansions

with constraints of

Legacy of planning procedures and immaturity of relevant applications

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	3.0	2.0	1.6

COMMENTS:
The following comments were collected during the team rating review:

Data Management =3

Due to high volume data for existing and future models

Constraints = 2 due to immature applications ( no optimization and coordination)

D-1.7 Distribution planners generate requirements for information support of distribution domain activities

The Purpose of Distribution planners generate requirements for information support of distribution domain activities function
is to prepare the system models of the future for the information support of the planned distribution operation processes
directly involving

Planning

Operation

And IT departments of the utility

Distribution expansion and automation plans

performing

Information model specifications

with key interfaces between

DisCOs and utility departments

with communication configuration requirements of

LAN

with quality of service requirements of

Low value and low speed of external information flows

with security requirements of

Limited disclosure

with data management requirements of

Low level

with constraints of

Legacy of planning procedures

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	0.0	1.0	0.8

COMMENTS:

D-1.8 Distribution planners update the future layers of relevant databases

The Purpose of Distribution planners update the future layers of relevant databases function
is to populate the future distribution model based on planning decisions
directly involving

Planning

Operation

And IT departments of the utility

Distribution expansion and automation plans

performing

Update of AM/FM/GIS and Asset Management databases

Data consistency checking

Error corrections

with key interfaces between

Utility departments within DisCOs

Engineering and AM/FM/GIS/CIS databases

with communication configuration requirements of

LAN

with quality of service requirements of

Low value and low speed of external information flows

with security requirements of

Limited disclosure

with data management requirements of

Average volume of incremental data

with constraints of

Legacy of database support

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	1.0	1.0	1.0

COMMENTS:

D-2 Short-term distribution planning (1 week to 1 year)

The Purpose of Short-term distribution planning (1 week to 1 year) function
is to

Update circuit boundaries

Switch placement

Capacitor placement

No-load tap positions

Phase load allocation

Controller and DA application settings

Contracts with other parties

Conduct DER impact studies

Issue permits for constructions

Prepare maintenance plans

And update databases

Providing reliable service with self-healing distribution system

Standard power quality and competitive rates

directly involving

Short-term load forecasts

Builder requests

Work

Maintenance requests

performing

Simulation and optimization studies

with key interfaces between

Engineering and AM/FM/GIS and CIS databases within DisCo

DisCOs and DER owners

DisCos and customer representatives (serving entities)

DisCos and area developers

DisCOs and TransCOs

Within DisCo's departments

DisCOs and RTO/ISO

DisCos and customers

DisCos and contractors

with communication configuration requirements of

WAN

LAN

Internet

with quality of service requirements of

Low volume data exchange

With somehow flexible timeframes

with security requirements of

Information exchange is limited to relevant parties due to sensitive information about area development and power supply plans

with data management requirements of

Geographic maps

Distribution and transmission AM/FM/GIS and CIS databases for internal use by utility departments

with constraints of

Existence and comprehensiveness of applications for development of optimal short-term plans under conditions of uncertainty in the open market environment

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	2.0	2.0	3.0	2.0	2.0

COMMENTS:
The following comments were collected during the team rating review:

Quality of service = 2 due to data accuracy and synchronization

Significant volume of exchange data between DisCO and multiple external parties

Security =2 due to sensitive information about area development and power supply plans

Data Management =3

Due to high volume data exchange

Archive data

Unique interfaces

And diverse database structures

Constraints = 2 due to uncertainty of information and immature applications

D-2.1 Short-term load forecast

The Purpose of Short-term load forecast function
is to update the demand and consumption forecast based on the latest available information
directly involving

Utility historic data

New development schedules

Major business predictions

Energy conservation actions

Distributed resources schedules

performing

Load forecast for existing nodal loads

Forecast of allocation and amount of new loads

Forecast/scheduling of distributed resources

with key interfaces between

Engineering and AM/FM/GIS and CIS databases within DisCo

DisCOs and DER owners

DisCos and major customers

DisCos and customer representatives (serving entities)

DisCos and area developers

with communication configuration requirements of

WAN

LAN

Internet

with quality of service requirements of

Low volume of external data exchange

With somehow flexible timeframes

with security requirements of

Information exchange is limited to relevant parties due to sensitive information about area development and power supply plans

with data management requirements of

Geographic maps

Distribution and transmission AM/FM/GIS and CIS databases for internal use by utility departments

with constraints of

Existence and comprehensiveness of applications for development of optimal short-term plans under conditions of uncertainty in the open market environment

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	2.0	3.0	2.0	1.8

COMMENTS:
The following comments were collected during the team rating review:

Security =2 due to sensitive information about area development and power supply plans

Data Management =3

Due to high volume data exchange

Archive data

Unique interfaces

And diverse database structures

Constraints = 2 due to uncertainty of information and immature applications

D-2.1.1 Load forecast for existing nodal loads

The Purpose of Load forecast for existing nodal loads function
is similar to function (D-2.1) Short-term load forecast above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	2.0	3.0	2.0	1.8

COMMENTS:

D-2.1.2 Forecast of allocation and amount of new loads

The Purpose of Forecast of allocation and amount of new loads function
is similar to function (D-2.1) Short-term load forecast above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	2.0	3.0	2.0	1.8

COMMENTS:

D-2.1.3 Forecast/scheduling of distributed resources

The Purpose of Forecast/scheduling of distributed resources function
is similar to function (D-2.1) Short-term load forecast above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	2.0	3.0	2.0	1.8

COMMENTS:

D-2.2 Update of circuit boundaries

The Purpose of Update of circuit boundaries function
is to

Enhance reliability

Power quality

Utilization of distribution facilities

And operational efficiency based on the latest load and facility data by adjusting the operating parameters not controllable in real time

directly involving

Planning

Operation

Engineering departments of the utility

performing

Multi-level feeder reconfiguration studies based on multiple criteria coordinated with other optimization planning studies

with key interfaces between

DisCOs and TransCOs

Engineering and AM/FM/GIS and CIS databases within DisCo

DisCOs and DER owners

DisCos and major customers

DisCos and customer representatives (serving entities)

with communication configuration requirements of

WAN

LAN

Internet

with quality of service requirements of

Low volume of external data exchange

With somehow flexible timeframes

with data management requirements of

Geographic maps

Distribution and transmission AM/FM/GIS and CIS databases for internal use by utility departments

with constraints of

Existence and comprehensiveness of applications for development of optimal short-term plans under conditions of uncertainty in the open market environment

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	2.0	3.0	2.0	1.8

COMMENTS:
The following comments were collected during the team rating review:

Security =2 due to sensitive information about area development and power supply plans

Data Management =3

Due to high volume data exchange

Archive data

Unique interfaces

And diverse database structures

Constraints = 2 due to uncertainty of information and immature applications

D-2.3 Update of switch placement

The Purpose of Update of switch placement function
is to

Enhance reliability

Power quality

Utilization of distribution facilities

And operational efficiency based on the latest load and facility data by adjusting the operating parameters not controllable in real time

directly involving

Planning

Operation

Engineering departments of the utility

performing

Predictive reliability assessment and sectionalizing optimization coordinated with other planning optimization functions

with key interfaces between

DisCOs and TransCOs

Planning and AM/FM/GIS and CIS databases within DisCo

DisCOs and DER owners

DisCos and major customers

DisCos and customer representatives (serving entities)

DisCos and area developers

with communication configuration requirements of

WAN

LAN

Internet

with quality of service requirements of

Low volume of external data exchange

With somehow flexible timeframes

with data management requirements of

Geographic maps

Distribution and transmission AM/FM/GIS and CIS databases for internal use by utility departments

with constraints of

Existence and comprehensiveness of applications for development of optimal short-term plans under conditions of uncertainty in the open market environment

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	2.0	3.0	2.0	1.8

COMMENTS:
The following comments were collected during the team rating review:

Security =2 due to sensitive information about area development and power supply plans

Data Management =3

Due to high volume data exchange

Archive data

Unique interfaces

And diverse database structures

Constraints = 2 due to uncertainty of information and immature applications

D-2.4 Update of capacitor placement and sizing

The Purpose of Update of capacitor placement and sizing function
is to

Enhance reliability

Power quality

Utilization of distribution facilities

And operational efficiency based on the latest load and facility data by adjusting the operating parameters not controllable in real time

directly involving

Planning

Operation

Engineering departments of the utility

performing

Multi-objective feeder capacitor optimization coordinated with other planning optimization functions

with key interfaces between

DisCOs and TransCOs

Planning and AM/FM/GIS and CIS databases within DisCo

DisCOs and DER owners

DisCos and major customers

DisCos and customer representatives (serving entities)

DisCos and area developers

with communication configuration requirements of

WAN

LAN

Internet

with quality of service requirements of

Low volume of external data exchange

With somehow flexible timeframes

with data management requirements of

Geographic maps

Distribution and transmission AM/FM/GIS and CIS databases for internal use by utility departments

with constraints of

Existence and comprehensiveness of applications for development of optimal short-term plans under conditions of uncertainty in the open market environment

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	2.0	3.0	2.0	1.8

COMMENTS:
The following comments were collected during the team rating review:

Security =2 due to sensitive information about area development and power supply plans

Data Management =3

Due to high volume data exchange

Archive data

Unique interfaces

And diverse database structures

Constraints = 2 due to uncertainty of information and immature applications

D-2.5 Update of no-load tap positions

The Purpose of Update of no-load tap positions function
is to

Enhance reliability

Power quality

Utilization of distribution facilities

And operational efficiency based on the latest load and facility data by adjusting the operating parameters not controllable in real time

directly involving

Planning

Operation

Engineering departments of the utility

performing

Multi-objective no-load tap position optimization coordinated with the capabilities of real-time multi-criteria volt-var control coordinated with other planning optimization functions

with key interfaces between

DisCOs and TransCOs

Planning and AM/FM/GIS and CIS databases within DisCo

DisCOs and DER owners

DisCos and major customers

DisCos and customer representatives (serving entities)

DisCos and area developers

with communication configuration requirements of

WAN

LAN

Internet

with quality of service requirements of

Low volume of external data exchange

With somehow flexible timeframes

with data management requirements of

Geographic maps

Distribution and transmission AM/FM/GIS and CIS databases for internal use by utility departments

with constraints of

Existence and comprehensiveness of applications for development of optimal short-term plans under conditions of uncertainty in the open market environment

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	2.0	3.0	2.0	1.8

COMMENTS:
The following comments were collected during the team rating review:

Security =2 due to sensitive information about area development and power supply plans

Data Management =3

Due to high volume data exchange

Archive data

Unique interfaces

And diverse database structures

Constraints = 2 due to uncertainty of information and immature applications

D-2.6 Update phase load allocation for better load and voltage balancing

The Purpose of Update phase load allocation for better load and voltage balancing function
is to

Enhance reliability

Power quality

Utilization of distribution facilities

And operational efficiency based on the latest load and facility data by adjusting the operating parameters not controllable in real time

directly involving

Planning

Operation

Engineering departments of the utility

performing

Phase loading optimization for the planning time frame coordinated with other planning optimization functions

with key interfaces between

Planning and AM/FM/GIS and CIS databases within DisCo

DisCOs and DER owners

DisCos and major customers

DisCos and customer representatives (serving entities)

with communication configuration requirements of

WAN

LAN

Internet

with quality of service requirements of

Low volume of external data exchange

With somehow flexible timeframes

with data management requirements of

Geographic maps

Distribution and transmission AM/FM/GIS and CIS databases for internal use by utility departments

with constraints of

Existence and comprehensiveness of applications for optimum load and voltage balancing due to uncertainty of the load forecast on per phase basis

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	2.0	3.0	2.0	1.8

COMMENTS:
The following comments were collected during the team rating review:

Security =2 due to sensitive information about area development and power supply plans

Data Management =3

Due to high volume data exchange

Archive data

Unique interfaces

And diverse database structures

Constraints = 2 due to uncertainty of information and immature applications

D-2.7 Update of contracts with transmission company

The Purpose of Update of contracts with transmission company function
is to

Adjust the contractual agreements to the latest available information

Based on the updated planned operating conditions and new information from other parties

directly involving

Planning

Operation

Engineering departments of the utility

TransCos

performing

Simulation and optimization studies of the alternative operational parameters in the DisCO-TransCO interfaces

with key interfaces between

DisCos and TransCo

with communication configuration requirements of

WAN

LAN

Internet

with quality of service requirements of

Low volume data exchange between external parties

with security requirements of

Limited disclosure

with data management requirements of

Large distribution system model

with constraints of

Legacy of planning procedures and immaturity of relevant applications

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	1.0	1.0	3.0	2.0	1.4

COMMENTS:
The following comments were collected during the team rating review:

Data Management =3

Due to high volume data for existing and future models

Constraints = 2 due to immature applications ( no optimization and coordination)

D-2.8 Update of automation settings

The Purpose of Update of automation settings function
is to

Adjust the relay protection settings and coordination

Load shedding amount

Its number and settings of groups

Distribution automation tuning parameters in accordance with the updated plans

directly involving

Planning

Operation

Engineering

Relay protection departments of the utility

TransCos

ISO/RTO

DER

Major customers

performing

Contingency analysis and relay coordination studies

with key interfaces between

Within DisCo's departments

DisCO and RTO/ISO

DisCo and TransCOs

DisCOs and DER owners

DisCos and major customers

DisCos and customer representatives (serving entities)

with communication configuration requirements of

WAN

LAN

Internet

with quality of service requirements of

Low volume of external data exchange

with security requirements of

Limited disclosure

with data management requirements of

Large distribution AM/FM databases

Transmission equivalents

DER and major customer parameters

with constraints of

Immature applications for complex distribution systems with multiple DERs

Looped circuits

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	2.0	2.0	1.4

COMMENTS:
The following comments were collected during the team rating review:

Data Management =2 due to high volume data for distribution models

Constraints = 2 due to immature applications

D-2.9 Short-term distributed resources impact studies

The Purpose of Short-term distributed resources impact studies function
is to determine the requirements for connection of a new DER
directly involving

DisCo planning

Relaying

And operation departments

DER owners

performing

Simulation and optimization studies

with key interfaces between

DisCos and DER owners

with communication configuration requirements of

LAN

Internet

with quality of service requirements of

Accurate data from DER owners

Limited time for DisCo response (about 2 weeks)

with security requirements of

Limited disclosure

with data management requirements of

Large distribution models synchronized with the time of requested connection and later

with constraints of

Comprehensiveness of applications

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	3.0	2.0	1.6

COMMENTS:
The following comments were collected during the team rating review:

Data Management =3 due to high volume data for distribution models

Synchronization with the required time frame, which may be different for different DERs

Constraints = 2 due to immature applications

D-2.10 Update of contracts with distribution generators

The Purpose of Update of contracts with distribution generators function
is to

Adjust the contractual agreements to the latest available information

Based on the updated planned operating conditions and new information from other parties

directly involving

Planning

Operation

Engineering departments of the utility

DER owners

performing

Simulation and optimization studies of the alternative operational parameters in the DisCO-DER interfaces

with key interfaces between

DisCos and DER owners

with communication configuration requirements of

LAN

Internet

with quality of service requirements of

Low volume data exchange between external parties

with security requirements of

Limited disclosure

with data management requirements of

Large distribution system model

Localized around the DER's locations

with constraints of

Legacy of planning procedures and immaturity of relevant applications

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	1.0	1.0	2.0	2.0	1.2

COMMENTS:
The following comments were collected during the team rating review:

Data Management =2

Due to high volume data for distribution models

Constraints = 2 due to immature applications ( no optimization and coordination)

The rating for Data Management does not match the comment. -- Peter Sanza - 05 Apr 2003

D-2.11 Update of contracts with customers

The Purpose of Update of contracts with customers function
is to

Adjust the contractual agreements to the latest available information

Based on the updated planned operating conditions and new information from other parties

directly involving

Planning

Operation

Engineering departments of the utility

Major customers

Customer representatives

performing

Simulation and optimization studies of the alternative operational parameters in the DisCO-customer interfaces

Load management studies

Power quality studies

with key interfaces between

DisCos and major customers

DisCos and customer representatives (serving entities)

with communication configuration requirements of

LAN

Internet

with quality of service requirements of

Average volume data exchange between external parties

with security requirements of

Limited disclosure

with data management requirements of

Large distribution system model

Localized around the major customer locations

with constraints of

Legacy of planning procedures and immaturity of relevant applications

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	2.0	1.0	3.0	2.0	1.6

COMMENTS:
The following comments were collected during the team rating review:

Quality of service = 2 due to significant volume of exchange data between DisCO and multiple external parties

Data Management =3

Due to high volume data for distribution models

Average volume data for external parties

And diverse nature of data

Constraints = 2 due to immature applications ( no optimization and coordination)

D-2.12 Contractor /Builder requests new service connection (see IEC WG14 Use Case #2 and 3)

The Purpose of Contractor /Builder requests new service connection (see IEC WG14 Use Case #2 and 3) function
is to determine the requirements for connection of a new major service connection
directly involving

DisCo planning

Relaying

And operation departments

Contractor/Builder/customer

performing

Simulation and optimization studies

with key interfaces between

DisCos and customers

DisCos and contractor

with communication configuration requirements of

LAN

Internet

with quality of service requirements of

Accurate data from builders

Limited time for DisCo response

with security requirements of

Limited disclosure

with data management requirements of

Large distribution models synchronized with the time of requested connection and later

with constraints of

Comprehensiveness of applications

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	3.0	2.0	1.6

COMMENTS:
The following comments were collected during the team rating review:

Data Management =3 due to high volume data for distribution models

Synchronization with the required time frame, which may be different for different constructions

Constraints = 2 due to immature applications

D-2.13 Update of relevant databases

The Purpose of Update of relevant databases function
is to populate the future distribution model based on updated planning decisions
directly involving

Planning

Operation

And IT departments of the utility

performing

Update of AM/FM/GIS

Asset Management and other relevant databases

Data consistency checking

Error corrections

with key interfaces between

DisCos and utility departments

with communication configuration requirements of

LAN

with quality of service requirements of

Low volume and low speed of external information flows

with security requirements of

Limited disclosure

with data management requirements of

Average volume of incremental data

with constraints of

Legacy of database support

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	1.0	1.0	1.0

COMMENTS:

D-2.14 Prepare maintenance plan

The Purpose of Prepare maintenance plan function
is to

Calculate system utilization based on forecast load and nameplate ratings

Schedule maintenance operations

Schedule equipment replacement

directly involving

Operation

Planning

Maintenance

IT departments of the utility

performing

Diagnostic analysis

Scheduling

Simulation

And optimization studies

with key interfaces between

DisCos and utility departments

DisCos and major customers

DisCos and DER owners

with communication configuration requirements of

LAN

Internet

with quality of service requirements of

Low volume and low speed of external information flows

with security requirements of

Limited disclosure

with data management requirements of

Large distribution models synchronized with the time of requested maintenance

with constraints of

Comprehensiveness of applications

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	0.0	1.0	3.0	2.0	1.2

COMMENTS:
The following comments were collected during the team rating review:

Data Management =3 due to high volume data for distribution models

Synchronization with the required time frame, which may be different for different constructions

Constraints = 2 due to immature applications

D-2.14.1 Calculate system utilization based on forecast load and nameplate ratings

The Purpose of Calculate system utilization based on forecast load and nameplate ratings function
is similar to function (D-2.14) Prepare maintenance plan above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	0.0	1.0	3.0	2.0	1.2

COMMENTS:

D-2.14.2 Schedule maintenance operations - time-based

The Purpose of Schedule maintenance operations - time-based function
is similar to function (D-2.14) Prepare maintenance plan above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	0.0	1.0	3.0	2.0	1.2

COMMENTS:

D-2.14.3 Schedule maintenance operations - predictive, based on data and models

The Purpose of Schedule maintenance operations - predictive, based on data and models function
is similar to function (D-2.14) Prepare maintenance plan above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	0.0	1.0	3.0	2.0	1.2

COMMENTS:

D-2.14.4 Schedule equipment replacement - based on age of equipment

The Purpose of Schedule equipment replacement - based on age of equipment function
is similar to function (D-2.14) Prepare maintenance plan above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	0.0	1.0	3.0	2.0	1.2

COMMENTS:

D-2.14.5 Schedule equipment replacement - predictive, based on data and models

The Purpose of Schedule equipment replacement - predictive, based on data and models function
is similar to function (D-2.14) Prepare maintenance plan above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	0.0	1.0	3.0	2.0	1.2

COMMENTS:

D-2.14.6 Schedule equipment replacement - based on contingency scenarios

The Purpose of Schedule equipment replacement - based on contingency scenarios function
is similar to function (D-2.14) Prepare maintenance plan above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	0.0	1.0	3.0	2.0	1.2

COMMENTS:

D-2.14.7 Schedule spare distribution, ensure sufficient at each site

The Purpose of Schedule spare distribution, ensure sufficient at each site function
is similar to function (D-2.14) Prepare maintenance plan above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	0.0	1.0	3.0	2.0	1.2

COMMENTS:

D-3 Operational planning (1 day to 1 week ahead)

The Purpose of Operational planning (1 day to 1 week ahead) function
is to

Optimally prepare the short-term operating conditions of the distribution system

Providing reliable service with self-healing distribution system

Standard power quality and competitive rates

directly involving

Short-term load forecasts

Information about on-going maintenance

Short-term outage requests

Real-time and nominal databases

performing

Simulation and optimization studies for the look-ahead time interval

with key interfaces between

Operation and Work management departments of DisCo

Within DisCo's departments

DisCo and contractor

DisCos and field crews

DisCos and customers

DisCos and weather system

DisCos and security institutions

DisCOs and TransCOs

DisCOs and RTO/ISO

Engineering and AM/FM/GIS databases within DisCo

DisCOs and DER owners

DisCos and major customers

DisCos and customer representatives (serving entities)

Operation planning databases and real-time databases

Operation planning databases and work management databases

with communication configuration requirements of

WAN

LAN

Internet

with quality of service requirements of

High availability and accuracy

Several times a day with due times

with security requirements of

Moderate security

with data management requirements of

Geographic maps

Distribution and transmission AM/FM/GIS and CIS databases for internal use by utility departments

with constraints of

Existence and comprehensiveness of applications for development of optimal operation plans under conditions of uncertainty in the open market environment

Necessity of taking into account coordination of different distribution operation processes (reconfiguration

Volt/var control

DER re-dispatch

Relay protection re-coordination)

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	2.0	3.0	3.0	2.4

COMMENTS:
The following comments were collected during the team rating review:

Configuration = 2 due to diversity of multiple communications

Quality of Service =2 due to accuracy and clarity requirements

Security =2 due to planning for major events including terror alarm conditions

Data Management =3

Due to high volume data model for look-ahead studies

Constraints = 3 due to immature applications ( no optimization and coordination)

D-3.1 Planned outage management by using DA applications in study/look-ahead mode and DA databases

The Purpose of Planned outage management by using DA applications in study/look-ahead mode and DA databases function
is to

Optimally arrange the planned outages based on the latest prediction of the operating conditions based on DisCO

TransCo

ISO/RTO

MOS information

Maximizing the reliability of service and power quality

directly involving

Operation planners

Maintenance department

performing

Analyses of expected loads

Transmission maintenance

Transmission operation support

ISO/RTO load management requirements

Ongoing maintenance in distribution

New outage request analyses and scheduling

Multi-level feeder reconfiguration

Contingency analysis

Reliability assessment

DER rescheduling

Relay protection re-coordination

And switching order creation

with key interfaces between

Operation and Work management departments of DisCo

DisCos and TransCo

DisCos and ISO/RTO

DisCos and DER owners

DisCos and major customers

DisCos and customer representatives (serving entities)

Operation planning databases and real-time databases

with communication configuration requirements of

WAN

LAN

Internet

with quality of service requirements of

Low volume of external exchanges

High accuracy of data

Timely response

with security requirements of

Moderate security

with data management requirements of

Geographic maps

Distribution and transmission AM/FM/GIS and CIS databases for internal use by utility departments

with constraints of

Existence and comprehensiveness of applications for development of optimal operation plans under conditions of uncertainty in the open market environment

Necessity of taking into account coordination of different distribution operation processes (reconfiguration

Volt/var control

DER re-dispatch

Relay protection re-coordination)

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	2.0	1.0	3.0	3.0	2.0

COMMENTS:
The following comments were collected during the team rating review:

Quality of Service =2 due to accuracy requirements

Data Management =3

Due to high volume data model for look-ahead studies

Constraints = 3 due to immature applications ( no optimization and coordination)

D-3.1.1 Outage request analysis and scheduling, taking into account the capabilities of real-time DA functions

The Purpose of Outage request analysis and scheduling, taking into account the capabilities of real-time DA functions function
is similar to function (D-3.1) Planned outage management by using DA applications in study/look-ahead mode and DA databases above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	2.0	1.0	3.0	3.0	2.0

COMMENTS:

D-3.1.2 Planners/operators perform load analysis of substation equipment based on data

The Purpose of Planners/operators perform load analysis of substation equipment based on data function
is similar to function (D-3.1) Planned outage management by using DA applications in study/look-ahead mode and DA databases above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	2.0	1.0	3.0	3.0	2.0

COMMENTS:

D-3.1.3 Multi-level feeder reconfiguration

The Purpose of Multi-level feeder reconfiguration function
is similar to function (D-3.1) Planned outage management by using DA applications in study/look-ahead mode and DA databases above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	2.0	1.0	3.0	3.0	2.0

COMMENTS:

D-3.1.4 Contingency analysis/reliability (risk) assessment

The Purpose of Contingency analysis/reliability (risk) assessment function
is similar to function (D-3.1) Planned outage management by using DA applications in study/look-ahead mode and DA databases above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	2.0	1.0	3.0	3.0	2.0

COMMENTS:

D-3.1.5 Distributed resources re-scheduling

The Purpose of Distributed resources re-scheduling function
is similar to function (D-3.1) Planned outage management by using DA applications in study/look-ahead mode and DA databases above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	2.0	1.0	3.0	3.0	2.0

COMMENTS:

D-3.1.6 Protection coordination analysis

The Purpose of Protection coordination analysis function
is similar to function (D-3.1) Planned outage management by using DA applications in study/look-ahead mode and DA databases above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	2.0	1.0	3.0	3.0	2.0

COMMENTS:

D-3.1.7 Switching order generation for facilitating the planned outages and for return to normal

The Purpose of Switching order generation for facilitating the planned outages and for return to normal function
is similar to function (D-3.1) Planned outage management by using DA applications in study/look-ahead mode and DA databases above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	2.0	1.0	3.0	3.0	2.0

COMMENTS:

D-3.2 Work management (planning stage)

The Purpose of Work management (planning stage) function
is to

Authorize scheduled work

Schedule work crews for authorized work

Identify assets required for the work

Design/plan work site for safety

Prepare working and switching orders

directly involving

Work management

Maintenance

Operation departments

And utility and contractor's field crews

performing

Verification of work and switching orders

Preparing work permits

Verifying conditions for recall of work

If needed

with key interfaces between

Within DisCo's departments

DisCo and contractor

DisCos and field crews

Engineering and AM/FM/GIS databases within DisCo

Operation planning databases and work management databases

with communication configuration requirements of

LAN

Internet

Mobile communications

with quality of service requirements of

High accuracy and clarity of operational and safety related information

with security requirements of

Limited disclosure

with data management requirements of

Drawing and maps transmitted over mobile communications

Sufficient time for verification of transmittal

with constraints of

Legacy procedures

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	1.0	1.0	1.0

COMMENTS:

D-3.2.1 Schedulers interface with contractors

The Purpose of Schedulers interface with contractors function
is similar to function (D-3.2) Work management (planning stage) above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	1.0	1.0	1.0

COMMENTS:

D-3.2.2 Schedulers schedule work crews for scheduled work

The Purpose of Schedulers schedule work crews for scheduled work function
is similar to function (D-3.2) Work management (planning stage) above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	1.0	1.0	1.0

COMMENTS:

D-3.2.3 System operators review and approve scheduled work

The Purpose of System operators review and approve scheduled work function
is similar to function (D-3.2) Work management (planning stage) above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	1.0	1.0	1.0

COMMENTS:

D-3.2.4 Schedulers identify assets required for scheduled work

The Purpose of Schedulers identify assets required for scheduled work function
is similar to function (D-3.2) Work management (planning stage) above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	1.0	1.0	1.0

COMMENTS:

D-3.2.5 Work crews perform scheduled work, coordinating with operators for switching operations

The Purpose of Work crews perform scheduled work, coordinating with operators for switching operations function
is similar to function (D-3.2) Work management (planning stage) above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	1.0	1.0	1.0

COMMENTS:

D-3.3 Operators prepare (plan) for storm conditions and other alerting situations based on weather data, other alarming systems, and history

The Purpose of Operators prepare (plan) for storm conditions and other alerting situations based on weather data, other alarming systems, and history function
is to

Prepare for major event conditions following relevant guidelines

Providing necessary information to relevant parties

Changing schedules

Settings

Work permits

Etc

directly involving

Different utility departments

Field crews

DERs

Major customers

performing

Warnings

Schedule changes

Work recalls

Setting changes

Changes of automated system modes of operation

Changing alarm tolerances

with key interfaces between

DisCos and TransCO

DisCos and ISO/RTO

DisCos and field crews

DisCos and customers

DisCos and DER owners

DisCos and weather systems

DisCos and security institutions

with communication configuration requirements of

WAN

LAN

Mobile

Internet

One-to-many

with quality of service requirements of

High availability

Data accuracy

with security requirements of

Prevention of interference

with data management requirements of

Different types of data over different types of communications

with constraints of

Diversity of non-standard situations

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	2.0	3.0	3.0	2.4

COMMENTS:
The following comments were collected during the team rating review:

Configuration = 2 due to diversity of multiple communications

Quality of Service =2 due to accuracy and clarity requirements

Security =2 due to planning for major events including terror alarm conditions

Data Management =3

Due to high volume data model for look-ahead studies

Constraints = 3 due to immature applications ( no optimization and coordination)

D-3.3.1 Change recloser settings

The Purpose of Change recloser settings function
is similar to function (D-3.3) Operators prepare (plan) for storm conditions and other alerting situations based on weather data, other alarming systems, and history above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	2.0	3.0	3.0	2.4

COMMENTS:

D-3.3.2 Change alarm thresholds

The Purpose of Change alarm thresholds function
is similar to function (D-3.3) Operators prepare (plan) for storm conditions and other alerting situations based on weather data, other alarming systems, and history above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	2.0	3.0	3.0	2.4

COMMENTS:

D-3.3.3 Prepare for transformer clipping (e.g. Solar wind raising ground DC offset)

The Purpose of Prepare for transformer clipping (e.g. Solar wind raising ground DC offset) function
is similar to function (D-3.3) Operators prepare (plan) for storm conditions and other alerting situations based on weather data, other alarming systems, and history above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	2.0	3.0	3.0	2.4

COMMENTS:

D-4 Real-time operations

The Purpose of Real-time operations function
is to

Monitor and control the distribution operations in real time providing timely and reliable information and control by the operators and automated applications

Implement scheduled working orders

Following reliability

Power quality

Safety

And efficiency standards

And provide adequate recording of the activities

directly involving

Field IEDs

Substation automation

Real-time databases

Data links to other real-time systems (EMS

OMS

MO)

Communication systems

Field crews

Other utility departments

TransCos

ISO/RTO

DER's

Major customers

Market participants

performing

Fast data acquisition

Reasonability check

Alarm processing

Crew dispatching

Coordination with TransCOs

ISO/RTO

And market participants

Event recording

Supervisory status and setpoint control

with key interfaces between

SCADA and field IEDs

SCADA and mobile computers

DisCOs and TransCOs

DisCOs and RTO/ISO

DisCOs and DER owners

Distribution Automation System (DAS) and SCADA+G82

DisCos and major customers

DisCos and customer representatives (serving entities)

SCADA and OMS

Real-time databases and work management databases

Operation

Work management

Relay protection

Power quality

And OMS departments of DisCo

DisCos and MOS

DisCos and customers

with communication configuration requirements of

WAN

LAN

Internet

One-to-many

Mobile

Special media

with quality of service requirements of

High availability

Response

Data accuracy

Data frequency

with security requirements of

Prevention of interference

with data management requirements of

Timely access

Large historic databases

with constraints of

Difficult to change legacy field IEDs

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:
The following comments were collected during the team rating review:

Configuration = 3 due to data gathering from multiple sources via different communication systems

Quality = 3 due to high availability

Response

Data accuracy

Data frequency

Security = 3 for prevention of interference

Data Management =3 for timely access

Large historic databases

Constraints/concerns = 2 due to difficulty to change legacy field IEDs

D-4.1 SCADA system monitors distribution system

The Purpose of SCADA system monitors distribution system function
is to

Monitor and control the distribution operations in real time providing timely and reliable information and control by the operators and automated applications

Implement scheduled working orders

Following reliability

Power quality

Safety

And efficiency standards

And provide adequate recording of the activities

directly involving

Field IEDs

Substation automation

Real-time databases

Data links to other real-time systems (EMS

OMS

MO)

Communication systems

performing

Fast data acquisition

Reasonability check

Alarm processing

Event recording

Supervisory status and setpoint control

with key interfaces between

SCADA and field IEDs

SCADA and mobile computers

DisCOs and TransCOs

DisCOs and RTO/ISO

DisCOs and DER owners

DisCos and major customers

DisCos and customer representatives (serving entities)

SCADA and OMS

Real-time databases and work management databases

with communication configuration requirements of

WAN

LAN

Internet

One-to-many

Mobile

Special media

with quality of service requirements of

High availability

Response

Data accuracy

Data frequency

with security requirements of

Prevention of interference

with data management requirements of

Timely access

Large historic databases

with constraints of

Difficult to change legacy field IEDs

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:
The following comments were collected during the team rating review:

Configuration = 3 due to data gathering from multiple sources via different communication systems

Quality = 3 due to high availability

Response

Data accuracy

Data frequency

Security = 3 for prevention of interference

Data Management =3 for timely access

Large historic databases

Constraints/concerns = 3 due to difficulty to change legacy field IEDs

D-4.1.1 Monitor plant state (open/close)

The Purpose of Monitor plant state (open/close) function
is similar to function (D-4.1) SCADA system monitors distribution system above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-4.1.2 Monitor system activity and load (current, voltage, frequency, energy)

The Purpose of Monitor system activity and load (current, voltage, frequency, energy) function
is similar to function (D-4.1) SCADA system monitors distribution system above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-4.1.3 Monitor equipment condition (overheat, overload, battery level, capacity)

The Purpose of Monitor equipment condition (overheat, overload, battery level, capacity) function
is similar to function (D-4.1) SCADA system monitors distribution system above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-4.1.4 Monitor environmental (fire, smoke, temperature, sump level)

The Purpose of Monitor environmental (fire, smoke, temperature, sump level) function
is similar to function (D-4.1) SCADA system monitors distribution system above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-4.1.5 Monitor security (door alarm, intrusion, cyber attack, audio/video recording)

The Purpose of Monitor security (door alarm, intrusion, cyber attack, audio/video recording) function
is similar to function (D-4.1) SCADA system monitors distribution system above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-4.2 Operators handle alarms

The Purpose of Operators handle alarms function
is to

Time notice

React

And acknowledge alarming situation in the power system

directly involving

SCADA

Shift operators

Work management

Relay protection

Power quality department

OMS

DisCo management

Field crews

performing

Intelligent alarm processing

Reporting

Acknowledgement

with key interfaces between

Operation

Work management

Relay protection

Power quality

And OMS departments of DisCo

DisCos and TransCo

DisCos and ISO/RTO

DisCos and DER owners

DisCos and major customers

DisCos and customer representatives (serving entities)

DisCos and field crews

with communication configuration requirements of

WAN

LAN

Mobile

Internet

One-to-many

with quality of service requirements of

High availability

Accuracy

Possible high volume (many parameters changing- high activity conditions)

with security requirements of

Authorized access

with data management requirements of

High speed processing of multiple data

with constraints of

Immature applications for intelligent alarm processing

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:
The following comments were collected during the team rating review:

Configuration = 3 due to data gathering from multiple sources via different communication systems

Quality = 3 due to high availability

Fast response

Data accuracy

Security = 3 for prevention of interference

Authorized access

Data Management =3 for timely access

Speed of processing high volumes of data

Constraints/concerns =3 due to immaturity of intelligent alarm processing

D-4.2.1 Intelligent alarm processing by SCADA system

The Purpose of Intelligent alarm processing by SCADA system function
is similar to function (D-4.2) Operators handle alarms above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-4.2.2 Distribution of alarms to non-operators

The Purpose of Distribution of alarms to non-operators function
is similar to function (D-4.2) Operators handle alarms above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-4.3 Operators dispatch field crews for scheduled work

The Purpose of Operators dispatch field crews for scheduled work function
is to to timely and safely implement scheduled work
directly involving

Operators

Field crews

performing

Work permits

Work description

Authorization of switching orders

Verification of safety rules and actions

with key interfaces between

DisCos and field crews

DisCos and major customers

with communication configuration requirements of

LAN

Mobile

Internet

with quality of service requirements of

Accuracy and clarity of information

with security requirements of

Authorized access

with data management requirements of

Transmitting drawings and maps over mobile communications

with constraints of

Diverse data nature

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	3.0	2.0	2.0	2.2

COMMENTS:
The following comments were collected during the team rating review:

Configuration = 2 due to data gathering and transmitting via multiple and different communication systems

Quality = 2 due to data accuracy and clarity

Security = 3 for prevention of interference

Authorized access

Data Management =2 due transmitting maps and drawings over mobile

Constraints/concerns =2 diverse structure of data

D-4.3.1 Crew acquires drawings, previous records, customer profile

The Purpose of Crew acquires drawings, previous records, customer profile function
is similar to function (D-4.3) Operators dispatch field crews for scheduled work above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	3.0	2.0	2.0	2.2

COMMENTS:

D-4.3.2 Operator establishes limits on what crew is permitted to do

The Purpose of Operator establishes limits on what crew is permitted to do function
is similar to function (D-4.3) Operators dispatch field crews for scheduled work above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	3.0	2.0	2.0	2.2

COMMENTS:

D-4.3.3 Using mobile radio system

The Purpose of Using mobile radio system function
is similar to function (D-4.3) Operators dispatch field crews for scheduled work above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	3.0	2.0	2.0	2.2

COMMENTS:

D-4.3.4 Using mobile computing

The Purpose of Using mobile computing function
is similar to function (D-4.3) Operators dispatch field crews for scheduled work above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	3.0	2.0	2.0	2.2

COMMENTS:

D-4.4 Work crews provide information for updating relevant databases

The Purpose of Work crews provide information for updating relevant databases function
is to

To update databases in the course of the work progress and, as soon, as possible after completion

Before the facility is put in service

directly involving

Field crews

IT personnel

Maintenance management

performing

Recording data using standard forms

Transmitting form via available communications

Populating databases

And verifying consistency of data

with key interfaces between

DIsCo operation

Work management

Maintenance

And IT departments

DisCos and field crews

with communication configuration requirements of

LAN

Internet

Mobile communications

with quality of service requirements of

High accuracy and clarity of information

with security requirements of

Limited disclosure

with data management requirements of

Drawing and maps transmitted over mobile communications

Limited time for verification of transmittal

with constraints of

Legacy performance

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	2.0	1.0	1.2

COMMENTS:
The following comments were collected during the team rating review:

Data Management = 2 due to transmittal of graphic data over mobile communications

D-4.4.1 Work crews log activities and results of tests

The Purpose of Work crews log activities and results of tests function
is similar to function (D-4.4) Work crews provide information for updating relevant databases above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	2.0	1.0	1.2

COMMENTS:

D-4.4.2 Work crews identifies assets installed and/or removed

The Purpose of Work crews identifies assets installed and/or removed function
is similar to function (D-4.4) Work crews provide information for updating relevant databases above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	2.0	1.0	1.2

COMMENTS:

D-4.5 Operators perform supervisory and/or manual (using field crews) control of switching operations, load tap changers and voltage controllers, capacitor statuses

The Purpose of Operators perform supervisory and/or manual (using field crews) control of switching operations, load tap changers and voltage controllers, capacitor statuses function
is to

Controlling the distribution operations in real time providing implementation of scheduled working orders

Load balancing

Power quality

Meeting contractual obligations with TransCos and

DERs

And customers

Following reliability

Power quality

Safety

And efficiency standards

directly involving

Shift operators

Field crews

SCADA

TransCos

Major customers

performing

Monitoring operating conditions

Generating switching orders

Dispatching and managing field crews

with key interfaces between

DisCos and field crews

DisCos and TransCos

DisCos and major customers

SCADA and field IEDs

with communication configuration requirements of

WAN

LAN

Mobile

SCADA communications

Internet

with quality of service requirements of

High availability

Data accuracy

Data clarity

High frequency

with security requirements of

Prevention of interference

Authorized access

with data management requirements of

Timely access

with constraints of

Limited time and ability for optimal decision making in complex situation

Lack of experience of new personnel

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:
The following comments were collected during the team rating review:

Configuration = 3 due to data gathering from multiple sources via different communication systems

Quality = 3 due to high availability

Response

Data accuracy

Data frequency

Security = 3 for prevention of interference

Data Management =3 for timely access

Large historic databases

Constraints/concerns = 3 due to difficulty to change legacy field IEDs

D-4.6 Operator defines objectives and other parameters of DA functions, e.g

The Purpose of Operator defines objectives and other parameters of DA functions, e.g function
is to

Use the flexibility of advanced distribution automation applications to adjust to the changing objectives and needs of DisCos

Customers

TransCos

ISO/RTO

And MOS

directly involving

Distribution Automation Systems

EMS

MOS

OMS

TransCos

ISO/RTO

DER

Customers

performing

Adjustment of option provided by the DA applications

with key interfaces between

DisCos and EMS

DisCos and MOS

Distribution Automation System (DAS) and SCADA

with communication configuration requirements of

WAN

LAN

with quality of service requirements of

High availability

Data accuracy

User-friendly interface

with security requirements of

Authorized access

with data management requirements of

Timely access

with constraints of

User-friendly interface

New applications

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	2.0	3.0	1.0	2.0	1.8

COMMENTS:
The following comments were collected during the team rating review:

Quality = 2 due to high availability

Response

Data accuracy

User-friendly interface

Security = 3 for prevention of interference

Authorized access

Constraints/concerns = 2 due to new applications

D-4.6.1 Closed-loop control of service restoration function

The Purpose of Closed-loop control of service restoration function function
is similar to function (D-4.6) Operator defines objectives and other parameters of DA functions, e.g above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	2.0	3.0	1.0	2.0	1.8

COMMENTS:

D-4.6.2 Use emergency limits for service restoration

The Purpose of Use emergency limits for service restoration function
is similar to function (D-4.6) Operator defines objectives and other parameters of DA functions, e.g above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	2.0	3.0	1.0	2.0	1.8

COMMENTS:

D-4.6.3 Provide volt/var support for transmission

The Purpose of Provide volt/var support for transmission function
is similar to function (D-4.6) Operator defines objectives and other parameters of DA functions, e.g above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	2.0	3.0	1.0	2.0	1.8

COMMENTS:

D-4.6.4 Provide Peak Load reduction within voltage quality limits

The Purpose of Provide Peak Load reduction within voltage quality limits function
is similar to function (D-4.6) Operator defines objectives and other parameters of DA functions, e.g above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	2.0	3.0	1.0	2.0	1.8

COMMENTS:

D-4.6.5 Provide Peak Load reduction within voltage emergency limits

The Purpose of Provide Peak Load reduction within voltage emergency limits function
is similar to function (D-4.6) Operator defines objectives and other parameters of DA functions, e.g above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	2.0	3.0	1.0	2.0	1.8

COMMENTS:

D-5 Automation of distribution operations

The Purpose of Automation of distribution operations function
is to

Automate data preparation

Optimal decision making

And control of distribution operations in a coordinated with other power systems manner

directly involving

Interfacing with different corporate databases

EMS

OMS

CIS

MOS

Comprehensive near real-time simulations of the operating conditions

Near real-time optimization

And real-time control of distribution operations

performing

Database consistency checking and corrections

Power system model integrity checking

Periodic and by-event system modeling and analysis

Current and predictive alarming

Contingency analysis

Volt/var optimization

Fault location

Isolation

And service restoration

Multi-level feeder reconfiguration

Operation diagnostic

Logging and reporting

Etc

with key interfaces between

Distribution Automation System (DAS) and SCADA

DisCOs/DAS and WMS

DAS and field crews

DAS and field IEDs

DisCOs/DAS and DER owners

DisCOs/DAS and TransCOs/EMS

DisCOs/DAS and RTO/ISO/EMS

DisCOs/DAS and MOS

DisCos/DAS and major customers

DisCos/DAS and customer representatives (serving entities)

DAS and OMS

DAS and AM/FM/GIS/CIS databases

Real-time databases and work management databases

with communication configuration requirements of

WAN

LAN

Internet

One-to-many

Mobile

Special media

with quality of service requirements of

High availability

Response

Data accuracy

Data frequency

High volume of databases

And high speed of processing high volume data

with security requirements of

High security

with data management requirements of

Management of many large databases in a synchronized manner with strict time constraints

with constraints of

Legacy paradigm of the utility personnel

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:
The following comments were collected during the team rating review:

Configuration = 3 due to data gathering from multiple sources via different communication systems, interfaces with other real-time databases, integration into transmission and market

Quality = 3 due to high availability, response, data accuracy, data frequency

Security = 3 for prevention of interference Data Management =3 for timely access, coordination of different databases, time updates without interruption of operations, Constraints/concerns = 3 due to difficulty to change legacy paradigm of the utility personnel, high performance requirements for the applications

D-5.1 DA system updates power system model and analyzes distribution operations

The Purpose of DA system updates power system model and analyzes distribution operations function
is to

Running in real-time unbalanced distribution power flow for the dynamically changing distribution operating conditions

Analyze the results

And provide the operator with the summary results of the analysis and the DA applications with pseudo-measurements for each element of the distribution system down to the load centers in the secondaries

directly involving

SCADA

AF/FM

CIS

DA real-time power database

And other corporate databases

performing

Load modeling

Topology modeling

State estimation

Facility modeling

Power calculations and analyses of its results

And reporting

with key interfaces between

DAS and SCADA

DisCOs/DAS and TransCOs/EMS

DisCOs/DAS and RTO/ISO/EMS

DAS and OMS

DAS and AM/FM/GIS/CIS databases

DisCOs/DAS and MOS

DisCos/DAS and major customers

DisCos/DAS and customer representatives (serving entities)

with communication configuration requirements of

WAN

LAN

SCADA communications

with quality of service requirements of

High availability

Response

Data accuracy

Data volume

Data frequency (every 5 minutes)

User-friendly interface

with security requirements of

Authorized access

with data management requirements of

Large databases

Comprehensive modeling

with constraints of

New application

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:
The following comments were collected during the team rating review:

Configuration = 3 due to data gathering from multiple sources via different communication systems, interfaces with other and different databases

Quality = 3 due to high availability, response, data accuracy, data frequency

Security = 3 for prevention of interference

Data Management =3 for timely access, coordination of different databases of large volumes, time updates without interruption of operations

Constraints/concerns = 3 due to difficulty to change legacy paradigm of the utility personnel, high performance requirements for the applications

D-5.1.1 Update topology model

The Purpose of Update topology model function
is similar to function (D-5.1) DA system updates power system model and analyzes distribution operations above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-5.1.2 Update facilities model

The Purpose of Update facilities model function
is similar to function (D-5.1) DA system updates power system model and analyzes distribution operations above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-5.1.3 Update load model

The Purpose of Update load model function
is similar to function (D-5.1) DA system updates power system model and analyzes distribution operations above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-5.1.4 Update relevant transmission model

The Purpose of Update relevant transmission model function
is similar to function (D-5.1) DA system updates power system model and analyzes distribution operations above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-5.1.5 Update and analyze real-time operating conditions using distribution power flow/state estimation

The Purpose of Update and analyze real-time operating conditions using distribution power flow/state estimation function
is similar to function (D-5.1) DA system updates power system model and analyzes distribution operations above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-5.1.6 Update system capacity based on real-time equipment monitoring data

The Purpose of Update system capacity based on real-time equipment monitoring data function
is similar to function (D-5.1) DA system updates power system model and analyzes distribution operations above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-5.1.7 Issue alarming/warning messages to the operator

The Purpose of Issue alarming/warning messages to the operator function
is similar to function (D-5.1) DA system updates power system model and analyzes distribution operations above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-5.1.8 Generate distribution operation reports and logs

The Purpose of Generate distribution operation reports and logs function
is similar to function (D-5.1) DA system updates power system model and analyzes distribution operations above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-5.2 DA system performs fault location, fault isolation, and service restoration

The Purpose of DA system performs fault location, fault isolation, and service restoration function
is to

Automatically define

Isolate the faulted section(s)) of the distribution system and maximally and optimally restore service to the customers utilizing all available distribution facilities for the backup of de-energized customers without unacceptable violations of the operating parameters

directly involving

SCADA

AF/FM

CIS

OMS

DA real-time power database

And other corporate databases

performing

Fault data analysis

Status changes analysis

Comprehensive search of alternative supply for the de-energized portion of distribution system

Switching order generation

Recommendation and/or execution

with key interfaces between

DAS and SCADA

DisCOs/DAS and TransCOs/EMS

DisCOs/DAS and RTO/ISO/EMS

DAS and OMS

DAS and AM/FM/GIS/CIS databases

with communication configuration requirements of

WAN

LAN

SCADA communications

with quality of service requirements of

High availability

Response

Data accuracy

Data volume

Data frequency (every 5 minutes)

User-friendly interface

with security requirements of

Authorized Access

Prevention of interference

with data management requirements of

Management of high volume database and numerous alternative solutions within seconds

with constraints of

New application

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:
The following comments were collected during the team rating review:

Configuration = 3 due to data gathering from multiple sources via different communication systems, interfaces with other real-time databases

Quality = 3 due to high availability, response, data accuracy, data frequency, user-friendly interface

Security = 3 for prevention of interference

Data Management =3 for management of high volume database and numerous alternative solutions within seconds

Constraints/concerns = 3 due to difficulty to change legacy paradigm of the utility personnel, high performance requirements for the application

D-5.2.1 DA indicates the faults cleared by controllable protective devices

The Purpose of DA indicates the faults cleared by controllable protective devices function
is similar to function (D-5.2) DA system performs fault location, fault isolation, and service restoration above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-5.2.1.1 Distinguish faults cleared by fuses

The Purpose of Distinguish faults cleared by fuses function
is similar to function (D-5.2.1) DA indicates the faults cleared by controllable protective devices above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-5.2.1.2 Distinguish momentary outages

The Purpose of Distinguish momentary outages function
is similar to function (D-5.2.1) DA indicates the faults cleared by controllable protective devices above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-5.2.1.3 Distinguish inrush/cold load current

The Purpose of Distinguish inrush/cold load current function
is similar to function (D-5.2.1) DA indicates the faults cleared by controllable protective devices above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-5.2.2 DA determines the faulted sections based on SCADA fault indications and protection lockout signals

The Purpose of DA determines the faulted sections based on SCADA fault indications and protection lockout signals function
is similar to function (D-5.2) DA system performs fault location, fault isolation, and service restoration above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-5.2.3 DA estimates the probable fault locations based on SCADA fault current measurements and real-time fault analysis

The Purpose of DA estimates the probable fault locations based on SCADA fault current measurements and real-time fault analysis function
is similar to function (D-5.2) DA system performs fault location, fault isolation, and service restoration above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-5.2.4 DA determines the fault-clearing non-monitored protective device based on trouble call inputs and dynamic connectivity model

The Purpose of DA determines the fault-clearing non-monitored protective device based on trouble call inputs and dynamic connectivity model function
is similar to function (D-5.2) DA system performs fault location, fault isolation, and service restoration above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-5.2.5 DA generates switching orders for fault isolation, service restoration, and return to normal (taking into account the availability of remotely controlled switching devices, feeder paralleling, and cold-load pickup)

The Purpose of DA generates switching orders for fault isolation, service restoration, and return to normal (taking into account the availability of remotely controlled switching devices, feeder paralleling, and cold-load pickup) function
is similar to function (D-5.2) DA system performs fault location, fault isolation, and service restoration above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-5.2.5.1 Operators executes switching orders by using SCADA

The Purpose of Operators executes switching orders by using SCADA function
is similar to function (D-5.2.5) DA generates switching orders for fault isolation, service restoration, and return to normal (taking into account the availability of remotely controlled switching devices, feeder paralleling, and cold-load pickup) above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-5.2.5.2 Operator authorizes the DA application to execute the switching orders in closed-loop mode

The Purpose of Operator authorizes the DA application to execute the switching orders in closed-loop mode function
is similar to function (D-5.2.5) DA generates switching orders for fault isolation, service restoration, and return to normal (taking into account the availability of remotely controlled switching devices, feeder paralleling, and cold-load pickup) above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-5.2.6 DA system isolates the fault and restores service automatically by-passing the operator based on operator’s authorization in advance

The Purpose of DA system isolates the fault and restores service automatically by-passing the operator based on operator’s authorization in advance function
is similar to function (D-5.2) DA system performs fault location, fault isolation, and service restoration above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-5.2.7 DA considers creation of islands supported by distributed resources for service restoration

The Purpose of DA considers creation of islands supported by distributed resources for service restoration function
is similar to function (D-5.2) DA system performs fault location, fault isolation, and service restoration above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-5.3 DA system performs multi-level feeder reconfiguration for different objectives

The Purpose of DA system performs multi-level feeder reconfiguration for different objectives function
is to

Maximally and optimally utilize all available distribution facilities for load balancing

Voltage equalization

Reliability maximization

Loss minimization transmission unloading under normal

Maintenance

And emergency conditions

Without unacceptable violations of the operating parameters

directly involving

SCADA

AF/FM

CIS

OMS

WMS

DA real-time power database

And other corporate databases

Field crews

DERs

performing

Status changes analysis

Comprehensive search of alternative supply connectivity

Switching order generation

Recommendation and/or execution

with key interfaces between

DAS and SCADA

DisCOs/DAS and TransCOs/EMS

DisCOs/DAS and RTO/ISO/EMS

DAS and OMS

DAS and AM/FM/GIS/CIS databases

DisCos/DAS and WMS

DisCos/DAS and field crews

DisCos/DAS and major customers

Real-time databases and work management databases

with communication configuration requirements of

WAN

LAN

SCADA communications

Internet

Mobile

with quality of service requirements of

High availability

Response

Data accuracy

Data volume

User-friendly interface

with security requirements of

Authorized Access

Prevention of interference

with data management requirements of

Management of high volume database and numerous alternative solutions

with constraints of

New application

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	2.0	2.0	2.0	2.0

COMMENTS:
The following comments were collected during the team rating review:

Configuration =2due to data gathering from multiple sources via different communication systems, interfaces with other real-time databases

Quality = 2 due to high availability, response, data accuracy, user-friendly interface

Security = 2 for prevention of interference

Data Management =2 for management of high volume database and numerous alternative solutions

Constraints/concerns = 2 due to difficulty to change legacy paradigm of the utility personnel, high performance requirements for the application

D-5.3.1 Service restoration

The Purpose of Service restoration function
is similar to function (D-5.3) DA system performs multi-level feeder reconfiguration for different objectives above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	2.0	2.0	2.0	2.0

COMMENTS:

D-5.3.2 Overload elimination

The Purpose of Overload elimination function
is similar to function (D-5.3) DA system performs multi-level feeder reconfiguration for different objectives above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	2.0	2.0	2.0	2.0

COMMENTS:

D-5.3.3 Load balancing

The Purpose of Load balancing function
is similar to function (D-5.3) DA system performs multi-level feeder reconfiguration for different objectives above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	2.0	2.0	2.0	2.0

COMMENTS:

D-5.3.4 Transmission facilities overload

The Purpose of Transmission facilities overload function
is similar to function (D-5.3) DA system performs multi-level feeder reconfiguration for different objectives above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	2.0	2.0	2.0	2.0

COMMENTS:

D-5.3.5 Loss minimization

The Purpose of Loss minimization function
is similar to function (D-5.3) DA system performs multi-level feeder reconfiguration for different objectives above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	2.0	2.0	2.0	2.0

COMMENTS:

D-5.3.6 Voltage balancing

The Purpose of Voltage balancing function
is similar to function (D-5.3) DA system performs multi-level feeder reconfiguration for different objectives above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	2.0	2.0	2.0	2.0

COMMENTS:

D-5.3.7 Reliability improvement

The Purpose of Reliability improvement function
is similar to function (D-5.3) DA system performs multi-level feeder reconfiguration for different objectives above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	2.0	2.0	2.0	2.0

COMMENTS:

D-5.4 DA performs relay protection re-coordination

The Purpose of DA performs relay protection re-coordination function
is to adjust relay protection settings to the real-time conditions based on preset rules
directly involving

Real-time connectivity models

SCADA

DERs

performing

Relay protection settings and switch mode operation analyses for real-time connectivity tagging and weather conditions

with key interfaces between

DAS and SCADA

DisCos/DAS and field IEDs

DisCo and DER

with communication configuration requirements of

LAN

SCADA

with quality of service requirements of

High availability

Response

Data accuracy

User-friendly interface

with security requirements of

Authorized Access

Prevention of interference

with data management requirements of

Management of high volume data for seeking optimal solutions

with constraints of

New application

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	2.0	2.0	2.0	2.0

COMMENTS:
The following comments were collected during the team rating review:

Configuration =2 due to data gathering from multiple sources via different communication systems, interfaces with other real-time databases

Quality = 2 due to high availability, response, data accuracy, user-friendly interface

Security = 2 for prevention of interference

Data Management =2 for management of high volume data for optimization

Constraints/concerns = 2 due to difficulty to change legacy paradigm of the utility personnel

D-5.4.1 After feeder reconfiguration

The Purpose of After feeder reconfiguration function
is similar to function (D-5.4) DA performs relay protection re-coordination above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	2.0	2.0	2.0	2.0

COMMENTS:

D-5.4.2 In case of changed conditions for fuse saving

The Purpose of In case of changed conditions for fuse saving function
is similar to function (D-5.4) DA performs relay protection re-coordination above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	2.0	2.0	2.0	2.0

COMMENTS:

D-5.5 DA system optimally controls volt/var by changing the states of voltage controllers, shunts, and distributed resources in a coordinated manner for different objectives under normal and emergency conditions

The Purpose of DA system optimally controls volt/var by changing the states of voltage controllers, shunts, and distributed resources in a coordinated manner for different objectives under normal and emergency conditions function
is to

Power quality improvement

Non-intrusive load management

Load balancing

Transmission operation support

directly involving

SCADA

AF/FM

CIS

DA real-time power database

And other corporate databases

Voltage and capacitor controller

DERs

performing

Simulation and optimization calculations

Implementation of optimal settings and statuses of controllable devices in coordinated manner in closed-loop mode of operations

with key interfaces between

DAS and SCADA

DAS and DER owners

DisCos/DAS and field IEDs

DisCOs/DAS and TransCOs/EMS

DisCOs/DAS and RTO/ISO/EMS

DisCOs/DAS and MOS

DisCos/DAS and major customers

DisCos/DAS and customer representatives (serving entities)

with communication configuration requirements of

WAN

LAN

SCADA

with quality of service requirements of

High availability

Response

Data accuracy

Data volume

High frequency

User-friendly interface

with security requirements of

Authorized Access

Prevention of interference

with data management requirements of

Management of high volume database and numerous alternative solutions

with constraints of

New application with high performance requirements

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:
The following comments were collected during the team rating review:

Configuration = 3 due to data gathering from multiple sources via different communication systems, interfaces with other real-time databases

Quality = 3 due to high availability, response, data accuracy, data frequency, user-friendly interface

Security = 3 for prevention of interference

Data Management =3 for management of high volume database and numerous alternative solutions within seconds

Constraints/concerns = 3 due to difficulty to change legacy paradigm of the utility personnel, high performance requirements for the application

D-5.5.1 Power quality improvement

The Purpose of Power quality improvement function
is similar to function (D-5.5) DA system optimally controls volt/var by changing the states of voltage controllers, shunts, and distributed resources in a coordinated manner for different objectives under normal and emergency conditions above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-5.5.2 Overload elimination/reduction

The Purpose of Overload elimination/reduction function
is similar to function (D-5.5) DA system optimally controls volt/var by changing the states of voltage controllers, shunts, and distributed resources in a coordinated manner for different objectives under normal and emergency conditions above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-5.5.3 Load management

The Purpose of Load management function
is similar to function (D-5.5) DA system optimally controls volt/var by changing the states of voltage controllers, shunts, and distributed resources in a coordinated manner for different objectives under normal and emergency conditions above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-5.5.4 Transmission operation support in accordance with T&D contracts

The Purpose of Transmission operation support in accordance with T&D contracts function
is similar to function (D-5.5) DA system optimally controls volt/var by changing the states of voltage controllers, shunts, and distributed resources in a coordinated manner for different objectives under normal and emergency conditions above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-5.5.5 Loss minimization in distribution and transmission

The Purpose of Loss minimization in distribution and transmission function
is similar to function (D-5.5) DA system optimally controls volt/var by changing the states of voltage controllers, shunts, and distributed resources in a coordinated manner for different objectives under normal and emergency conditions above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-6 Real-time emergency operations

The Purpose of Real-time emergency operations function
is to provide maximally possible self-healing properties of distribution systems including disaster conditions
directly involving

Emergency automatic schemes and devices

More reliable distribution system structures

Distributed resources

Distribution automation

Fast and high capacity communications

performing

Fast (automatic) location and isolation of faults

Backup of services

And automatic or automated service restoration

with key interfaces between

Substation and feeder relay protection schemes and SCADA/DAS

SCADA/DAS and DER owners

Operators and SCADA

Operators and DER owners

Operators and TransCo

Operators and DAS

Operators and DIsCo operation

Work management

Maintenance

And IT departments

Operators and field crews

Operators and customers

Operators and OMS

Operators and Maintenance department

DisCo and customers

OMS and Customer Information System

OMS and SCADA

OMS and AMR system

OMS and call in fault detection system

DAS and OMS

OMS and WMS

OMS and field crews

DisCo and affected customers

DisCo and external warning systems

DAS and SCADA

DisCOs/DAS and TransCOs/EMS

DisCOs/DAS and RTO/ISO/EMS

DisCOs/DAS and MOS

DisCos/DAS and DER owners

DisCos/DAS and major customers

DisCos/DAS and customer representatives (serving entities)

DAS and AM/FM/GIS/CIS databases

SCADA and field IEDs

with communication configuration requirements of

WAN

LAN

Internet

One-to-many

SCADA communications

Mobile

High speed

High capacity

Two-way special media

with quality of service requirements of

High availability

Extremely fast response

Data accuracy

High data frequency

High volume of databases

And high speed of processing high volume data

with security requirements of

High security

with data management requirements of

Management of many large databases and high intensity of real-time data in a synchronized manner with strict time constraints

with constraints of

Legacy paradigm of the utility personnel

Safety requirements

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:
The following comments were collected during the team rating review:

Configuration = 3 due to data gathering from multiple sources via different communication systems, interfaces with other real-time databases, integration into transmission

Quality = 3 due to high availability, response, data accuracy, data frequency

Security =3 for prevention of interference due to safety concerns, data

Data Management =3 for timely access, coordination of different databases, time updates without interruption of operations,

Constraints/concerns = 3 due to difficulty to change legacy paradigm of the utility personnel, high performance requirements for the applications and due to the fact that a self-healing distribution system under disastrous conditions is the most challenging function in the power system operations

The comments indicate a similar interface (and rating) to a non-existent or mis-labeled function. -- Peter Sanza - 05 Apr 2003

D-6.1 Protection equipment performs system protection actions

The Purpose of Protection equipment performs system protection actions function
is to fast detection of disturbances and automatic actions minimizing the damage
directly involving

Relay protection schemes

Automatic load shedding systems

DER separation schemes

Pre-arming applications

performing

Fast disconnection of faulted facilities

Automatic load balancing based on local voltage and frequency measurements

And other fast acting automatic actions based on local measurements and on locally or remotely installed settings and adjustment of the setup of the automatic schemes by DA applications

with key interfaces between

Substation and feeder relay protection schemes and SCADA/DAS/EMS

SCADA/DAS/EMS and DER owners

with communication configuration requirements of

SCADA communications

with quality of service requirements of

Availability

Response

Accuracy

Frequency

with security requirements of

Prevention of interference

Authorized access

with data management requirements of

Timely access

with constraints of

New applications for pre-arming and intelligence of the local devices

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:
The following comments were collected during the team rating review:

Configuration = 3 due to data gathering from multiple sources via different communication systems, interfaces with other real-time databases, integration into transmission

Quality = 3 due to high availability, response, data accuracy, data frequency

Security =3 for prevention of interference due to safety concerns, data

Data Management =3 for timely access, coordination of different databases, time updates without interruption of operations,

D-6.1.1 Fault detection, clearing, and reclosing

The Purpose of Fault detection, clearing, and reclosing function
is similar to function (D-6.1) Protection equipment performs system protection actions above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-6.1.2 Under-frequency load-shedding

The Purpose of Under-frequency load-shedding function
is similar to function (D-6.1) Protection equipment performs system protection actions above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-6.1.3 Under-voltage load-shedding

The Purpose of Under-voltage load-shedding function
is similar to function (D-6.1) Protection equipment performs system protection actions above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:

D-6.2 Operators manage multiple emergency alarms

The Purpose of Operators manage multiple emergency alarms function
is to

Timely detect the disturbance

Prioritize the events

directly involving

SCADA

DA applications

performing

Intelligent alarm processing

Reporting

Acknowledgement

with key interfaces between

Operators and SCADA

Operators and field IEDs

Operators and DER owners

Operators and TransCo

Operators and DAS

with communication configuration requirements of

SCADA communications

WAN

with quality of service requirements of

Availability

Response

Accuracy

Frequency

with security requirements of

Prevention of interference

Authorized access

with data management requirements of

Timely access

with constraints of

New applications for intelligent and fast alarm processing

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	2.0	2.0	2.0	2.0

COMMENTS:
The following comments were collected during the team rating review:

Configuration = 2 due to data gathering from multiple sources via different communication systems

Quality = 2 due to high availability

Response

Data accuracy

Data frequency

Security =2 for prevention of interference

Data Management =2 for timely access

Constraints/concerns = 2 due high performance requirements for the applications

D-6.2.1 Intelligent alarm processing by SCADA system

The Purpose of Intelligent alarm processing by SCADA system function
is similar to function (D-6.2) Operators manage multiple emergency alarms above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	2.0	2.0	2.0	2.0

COMMENTS:

D-6.3 SCADA system performs disturbance monitoring

The Purpose of SCADA system performs disturbance monitoring function
is to

Recording and analysis of the performance of distribution system and its components during contingencies

Providing reliable and accurate data storage and analysis

directly involving

SCADA

DA applications

performing

Event recording

Disturbance analysis

with key interfaces between

SCADA and field IEDs

DAS and SCADA

with communication configuration requirements of

SCADA communications

with quality of service requirements of

Response

Accuracy

with security requirements of

Prevention of interference

Authorized access

with data management requirements of

Timely access

with constraints of

New applications

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	2.0	2.0	2.0	2.0

COMMENTS:
The following comments were collected during the team rating review:

Configuration = 2 due to data gathering from multiple IEDs within short time frame

Quality = 2 due to high availability

Response

Data accuracy

Security =2 for prevention of interference

Data Management =2 for timely access

Constraints/concerns = 2 due high performance requirements for the applications

D-6.3.1 Fault current recording

The Purpose of Fault current recording function
is similar to function (D-6.3) SCADA system performs disturbance monitoring above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	2.0	2.0	2.0	2.0

COMMENTS:

D-6.3.2 Fault location

The Purpose of Fault location function
is similar to function (D-6.3) SCADA system performs disturbance monitoring above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	2.0	2.0	2.0	2.0

COMMENTS:

D-6.3.3 Event recording

The Purpose of Event recording function
is similar to function (D-6.3) SCADA system performs disturbance monitoring above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	2.0	2.0	2.0	2.0

COMMENTS:

D-6.4 Operators dispatch field crews to troubleshoot system and customer power problems

The Purpose of Operators dispatch field crews to troubleshoot system and customer power problems function
is to rapidly restore normal operating conditions
directly involving

DisCo operators

Field crews

Customers

performing

Issuing working orders

Working permits

Monitoring progress of work

with key interfaces between

Operators and DIsCo operation

Work management

Maintenance

And IT departments

Operators and field crews

Operators and customers

with communication configuration requirements of

SCADA

Mobile communications

Internet

with quality of service requirements of

Data accuracy

Data frequency during the major event

with security requirements of

Authentication

Prevention of interference

with data management requirements of

Timely access

with constraints of

Mobile computing

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	2.0	2.0	2.0	2.0

COMMENTS:
The following comments were collected during the team rating review:

Configuration = 2 due to data transferring over multiple links within short time frame

Quality = 2 due to high availability

Response

Data accuracy

Security =2 for prevention of interference

Data Management =2 for timely access

Constraints/concerns = 2 due high performance requirements for the mobile computing applications

D-6.4.1 Mobile radio system

The Purpose of Mobile radio system function
is similar to function (D-6.4) Operators dispatch field crews to troubleshoot system and customer power problems above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	2.0	2.0	2.0	2.0

COMMENTS:

D-6.4.2 Mobile computing

The Purpose of Mobile computing function
is similar to function (D-6.4) Operators dispatch field crews to troubleshoot system and customer power problems above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	2.0	2.0	2.0	2.0

COMMENTS:

D-6.5 Operators perform emergency switching operations

The Purpose of Operators perform emergency switching operations function
is to rapidly restore normal operating conditions
directly involving

SCADA

DA applications

Field crews information

DER information

Major customers' information

performing

Analysis of emergency situation

Creation of switching orders providing safety under rapidly changing operating conditions

with key interfaces between

Operators and DIsCo operation

Work management

Maintenance

And IT departments

Operators and SCADA

Operators and OMS

Operators and field crews

Operators and customers

with communication configuration requirements of

LAN

Mobile

Internet

with quality of service requirements of

Availability

Response

Accuracy

Frequency during major events

with security requirements of

Prevention of interference

Authorized access

with data management requirements of

Timely access to real-time and OMS databases

with constraints of

New applications

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:
The following comments were collected during the team rating review:

Configuration = 3 due to data gathering from multiple sources via different communication systems

Interfaces with other real-time databases

Quality = 3 due to high availability

Response

Data accuracy

Data frequency during limited time-frame

Security =3 for prevention of interference due to safety concerns

Data integrity

Data Management =3 for timely access

Coordination of different databases

Timely updates without interruption of operations

Constraints/concerns = 3 due to high performance requirements for the applications and due to the fact, that a self-healing distribution system under disastrous conditions is the most challenging function in the power system operations

D-6.6 Operators performs intrusive load management activities

The Purpose of Operators performs intrusive load management activities function
is to balance load with available supply under severe emergency conditions
directly involving

DisCo operators

Customers

DA applications

performing

Direct load control

Load curtailment

Load interruption

Load shedding

Emergency volt/var control

with key interfaces between

Operators and customer

Operators and field crews

Operators and SCADA

Operators and DAS

with communication configuration requirements of

LAN

One-to-many

Mobile

SCADA

with quality of service requirements of

Availability

with security requirements of

Limited disclosure

with data management requirements of

Timely access

with constraints of

New applications

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	1.0	1.0	1.0	2.0	1.4

COMMENTS:
The following comments were collected during the team rating review:

Configuration = 2 due to data transferring over multiple links within short time frame

Constraints/concerns = 2 due high performance requirements for the applications

D-6.6.1 Operators or planners identify critical loads (hospitals, etc.) ahead of time

The Purpose of Operators or planners identify critical loads (hospitals, etc.) ahead of time function
is similar to function (D-6.6) Operators performs intrusive load management activities above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	1.0	1.0	1.0	2.0	1.4

COMMENTS:

D-6.6.2 DA system locks out load shedding of critical loads

The Purpose of DA system locks out load shedding of critical loads function
is similar to function (D-6.6) Operators performs intrusive load management activities above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	1.0	1.0	1.0	2.0	1.4

COMMENTS:

D-6.6.3 Operator activates direct load control

The Purpose of Operator activates direct load control function
is similar to function (D-6.6) Operators performs intrusive load management activities above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	1.0	1.0	1.0	2.0	1.4

COMMENTS:

D-6.6.4 Operator activates load curtailment

The Purpose of Operator activates load curtailment function
is similar to function (D-6.6) Operators performs intrusive load management activities above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	1.0	1.0	1.0	2.0	1.4

COMMENTS:

D-6.6.5 Operator applies load interruption

The Purpose of Operator applies load interruption function
is similar to function (D-6.6) Operators performs intrusive load management activities above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	1.0	1.0	1.0	2.0	1.4

COMMENTS:

D-6.6.6 Operators enables emergency load reduction via volt/var control

The Purpose of Operators enables emergency load reduction via volt/var control function
is similar to function (D-6.6) Operators performs intrusive load management activities above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	1.0	1.0	1.0	2.0	1.4

COMMENTS:

D-6.6.7 Operator applies manual rolling blackouts

The Purpose of Operator applies manual rolling blackouts function
is similar to function (D-6.6) Operators performs intrusive load management activities above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	1.0	1.0	1.0	2.0	1.4

COMMENTS:

D-6.7 Operator enables emergency (major event) mode of operations of operation and maintenance personnel, and enables major event emergency mode of operation of DA applications

The Purpose of Operator enables emergency (major event) mode of operations of operation and maintenance personnel, and enables major event emergency mode of operation of DA applications function
is to prepare the personnel and automated system for actions under severe emergency conditions
directly involving

DisCo operation and maintenance personnel

DA applications

performing

Announcements of expected conditions

Guidelines to be used

Changes of the setup of DA applications

with key interfaces between

Operators and field crews

Operators and maintenance department

Operators and DAS

with communication configuration requirements of

LAN

One-to-many

Mobile

SCADA

with quality of service requirements of

Availability

with security requirements of

Limited disclosure

with data management requirements of

Low volume

with constraints of

New applications

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	1.0	1.0	1.0	2.0	1.4

COMMENTS:
The following comments were collected during the team rating review:

Configuration = 2 due to data transferring over multiple links within short time frame

Constraints/concerns = 2 due high performance requirements for the applications

D-6.8 Outage management systems collect trouble calls, generate outage information, arrange work for trouble shooting

The Purpose of Outage management systems collect trouble calls, generate outage information, arrange work for trouble shooting function
is to expedite fault location based on customer call in information by using dynamic connectivity models
directly involving

Troublecall personnel

OMS

Operation personnel

SCADA

performing

Tracing deeenrgized customer locations to the closest common protective device based on real-time connectivity model supported by SCADA and DMS

Work management

Crew dispatching

with key interfaces between

DisCo and customers

OMS and Customer Information System

OMS and SCADA

OMS and AMR system

OMS and call in fault detection system

DAS and OMS

OMS and WMS

OMS and field crews

with communication configuration requirements of

LAN

Internet

Telephone systems

Mobile communications

with quality of service requirements of

High availability

Response

Data frequency

Data volumes

with security requirements of

Authentication

Prevention of interference

with data management requirements of

Large databases for dynamic support of the connectivity model

Timely access

with constraints of

New applications for integration of information from different sources: SCADA

Customers via telephone

Internet

Call in systems

DA applications

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	2.0	2.0	3.0	2.0	2.4

COMMENTS:
The following comments were collected during the team rating review:

Configuration = 3 due to data gathering from multiple sources via different communication systems

Interfaces with other real-time databases

Quality = 2 due to high availability

Response

Data frequency during limited time-frame

Security =2 for prevention of interference due to safety concerns

Data Management =3 for timely access

Coordination of different databases

High volume

Timely updates without interruption of operations

Constraints/concerns = 2 due to high performance requirements for the applications

D-6.9 Interactive utility-customer systems inform the customers about the progress of events

The Purpose of Interactive utility-customer systems inform the customers about the progress of events function
is to timely updating the customers about the progress of their service restoration
directly involving

Interactive communication systems between DisCO and customers

performing

Automated messaging based on service restoration progress and association of the customers' communication nodes with the faulted area

with key interfaces between

DisCo and affected customers

with communication configuration requirements of

Telephone systems

Internet

with quality of service requirements of

Availability

Response

Data volume

Data frequency (several times per hour)

with security requirements of

Authentication

Access

with data management requirements of

Large databases for dynamic support of the association model

Timely access

with constraints of

New application

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	2.0	2.0	2.0	2.0	2.2

COMMENTS:
The following comments were collected during the team rating review:

Configuration = 3 due to data gathering from multiple sources and data transmittals via different communication systems

Quality = 2 due to high availability

Response

Data frequency during limited time-frame

Security =2 authentication

Data Management =2 for timely access

High volume

Timely updates

Constraints/concerns = 2 due to new applications

The rating for Configuration does not match the comment. -- Peter Sanza - 05 Apr 2003

D-6.10 DA performs in major event emergency mode

The Purpose of DA performs in major event emergency mode function
is to

Automate data preparation

Optimal decision making

And control of distribution operations in a coordinated with other power systems manner under conditions of major events with more challenging safety and timing requirements

directly involving

High speed communication systems

Local and centralized automatic/automated systems

DAS applications

performing

Pre-arming of the automatic/automated systems for the operations under major event conditions and fast acting fault location

Isolation

Service restoration

Feeder reconfiguration

Volt and var control

And operation analysis

with key interfaces between

DisCo and external warning systems

DAS and SCADA

DisCOs/DAS and TransCOs/EMS

DisCOs/DAS and RTO/ISO/EMS

DisCOs/DAS and MOS

DisCOs/DAS and DER owners

DisCos/DAS and major customers

DisCos/DAS and customer representatives (serving entities)

DAS and OMS

DAS and AM/FM/GIS/CIS databases

Real-time databases and work management databases

with communication configuration requirements of

WAN

LAN

Internet

One-to-many

SCADA communications

Mobile

High speed

High capacity

Two-way special media

with quality of service requirements of

High availability

Extremely fast response

Data accuracy

High data frequency

High volume of databases

And high speed of processing high volume data

with security requirements of

High security

with data management requirements of

Management of many large databases and high intensity of real-time data in a synchronized manner with strict time constraints

with constraints of

Legacy paradigm of the utility personnel

Safety requirements

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
3.0	3.0	3.0	3.0	3.0	3.0

COMMENTS:
The following comments were collected during the team rating review:

Configuration = 3 due to data gathering from multiple sources via different communication systems, interfaces with other real-time databases, integration into transmission

Quality = 3 due to high availability, response, data accuracy, data frequency

Security =3 for prevention of interference due to safety concerns, data

Data Management =3 for timely access, coordination of different databases, time updates without interruption of operations,

D-7 Post operations

The Purpose of Post operations function
is to recording and analysis of the performance of distribution system and its components providing reliable and accurate data storage and comprehensive analysis
directly involving

All automated systems

Historic databases

D-7.1 All systems create and archive logs and reports

The Purpose of All systems create and archive logs and reports function
is similar to function (D-7) Post operations above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	2.0	2.0	1.4

COMMENTS:

D-7.2 System records voice logs of interaction between operators and field crews

The Purpose of System records voice logs of interaction between operators and field crews function
is similar to function (D-7) Post operations above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	2.0	2.0	1.4

COMMENTS:

D-7.3 All systems transmit reports to key parties

The Purpose of All systems transmit reports to key parties function
is similar to function (D-7) Post operations above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	2.0	2.0	1.4

COMMENTS:

D-7.4 Maintenance personnel of the automated systems (DAS, OMS, WMS) performs diagnostic analysis of system performance

The Purpose of Maintenance personnel of the automated systems (DAS, OMS, WMS) performs diagnostic analysis of system performance function
is to

Timely determine system performance problems and fix them

Learn about additional functional requirements for the systems

directly involving

System maintenance personnel

Maintenance contractors

System performance reports

performing

Regular and by-event report analyses

Generation of statistics

Evaluation of the system performance

Recommendations for improvement

with key interfaces between

SCADA and historic databases

DAS and historic databases

OMS and historic databases

WMS and historic databases

Historic databases and maintenance personnel

Historic databases and contractors

with communication configuration requirements of

WAN

LAN

Internet

Other remote-access communication systems

with quality of service requirements of

Data volumes

Frequency several times per day

with security requirements of

Authentication

Authorized access

with data management requirements of

Large logs and reports

with constraints of

Easy search of relevant data

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	1.0	1.0	1.0

COMMENTS:

D-7.5 Diagnostic analysis based on real-time equipment monitoring data, e.g. using predictive models to determine when the equipment needs maintenance

The Purpose of Diagnostic analysis based on real-time equipment monitoring data, e.g. using predictive models to determine when the equipment needs maintenance function
is to perform diagnostic-based maintenance instead of time-based in order to enhance the reliability of service and to extend the lifetime of the equipment
directly involving

SCADA

local monitoring and/or diagnostic systems (

g, for power transformers)

applications for predictive assessment of the state of equipment

performing

Event recording uploading

Analysis

And predictive assessment modeling

with key interfaces between

SCADA and historic databases

DAS and historic databases

OMS and historic databases

WMS and historic databases

Historic databases and maintenance personnel

Historic databases and contractors

with communication configuration requirements of

WAN

LAN

Mobile

SCADA communications

Internet

with quality of service requirements of

Frequency several times per day

with security requirements of

Authorized access

with data management requirements of

Small to average volumes

with constraints of

New applications for predictive assessment

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	1.0	2.0	1.2

COMMENTS:
The following comments were collected during the team rating review:

Constraints/Concerns = 2 due to new applications for predictive assessment

D-8 Power system equipment maintenance

The Purpose of Power system equipment maintenance function
is to provide reliable and quality power to the customers in the most efficient way based on reliable performance of distribution facilities within their nominal or extended life expectancy
directly involving

Maintenance departments

Utility and contracted personnel

performing

Time and condition-based maintenance

with key interfaces between

DAS and SCADA (diagnostics)

DisCOs and TransCOs

DisCOs and RTO/ISO

DisCOs and MOS

DisCos/DAS and DER owners

DisCos and major customers

DisCos and customer representatives (serving entities)

DAS and OMS

DAS and AM/FM/GIS/CIS databases

Real-time databases and work management databases

AM/FM/GIS/CIS databases and work management databases

Maintenance field crews and DISCo databases

WMS and maintenance personnel

with communication configuration requirements of

WAN

LAN

Internet

One-to-many

Mobile

Special media

Site with limited access

with quality of service requirements of

Low volume data

High availability

Low frequency

with security requirements of

High security

with data management requirements of

Timely access

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	1.0	2.0	1.0	2.0	1.6

COMMENTS:
The following comments were collected during the team rating review:

Configuration =2 due to mobile computing

Security =2 due to authentication

Constraints/concerns =2 due to mobile computing

Incremental updates of the databases and consistency checking

D-8.1 Maintenance staff maintain distribution equipment and lines

The Purpose of Maintenance staff maintain distribution equipment and lines function
is to provide reliable and quality power to the customers in the most efficient way based on reliable performance of distribution facilities within their nominal or extended life expectancy
directly involving

Maintenance departments

Utility and contracted personnel

performing

Time and condition-based maintenance

with key interfaces between

DAS and SCADA (diagnostics)

DisCOs and TransCOs

DisCOs and RTO/ISO

DisCOs and MOS

DisCos/DAS and DER owners

DisCos and major customers

DisCos and customer representatives (serving entities)

DAS and OMS

DAS and AM/FM/GIS/CIS databases

Real-time databases and work management databases

AM/FM/GIS/CIS databases and work management databases

with communication configuration requirements of

WAN

LAN

Internet

One-to-many

Mobile

Special media

Site with limited access

with quality of service requirements of

Low volume data

High availability

Low frequency

with security requirements of

Authentication

with data management requirements of

Timely access

with constraints of

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	1.0	2.0	1.0	1.0	1.4

COMMENTS:
The following comments were collected during the team rating review:

Configuration =2 due to mobile computing

Security =2 due to authentication

D-8.1.1 Maintenance staff analyzes equipment diagnostic results, compares it with the predictive models

The Purpose of Maintenance staff analyzes equipment diagnostic results, compares it with the predictive models function
is similar to function (D-8.1) Maintenance staff maintain distribution equipment and lines above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	1.0	2.0	1.0	1.0	1.4

COMMENTS:

D-8.1.2 Maintenance staff prepares outage requests based on time and condition criteria

The Purpose of Maintenance staff prepares outage requests based on time and condition criteria function
is similar to function (D-8.1) Maintenance staff maintain distribution equipment and lines above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	1.0	2.0	1.0	1.0	1.4

COMMENTS:

D-8.1.3 Operations staff review and approve outage requests

The Purpose of Operations staff review and approve outage requests function
is similar to function (D-8.1) Maintenance staff maintain distribution equipment and lines above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	1.0	2.0	1.0	1.0	1.4

COMMENTS:

D-8.1.4 Maintenance staff identifies assets and work crew requirements

The Purpose of Maintenance staff identifies assets and work crew requirements function
is similar to function (D-8.1) Maintenance staff maintain distribution equipment and lines above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	1.0	2.0	1.0	1.0	1.4

COMMENTS:

D-8.1.5 Work crew carries out maintenance, coordinating with operators for switching

The Purpose of Work crew carries out maintenance, coordinating with operators for switching function
is similar to function (D-8.1) Maintenance staff maintain distribution equipment and lines above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	1.0	2.0	1.0	1.0	1.4

COMMENTS:

D-8.2 Maintenance staff provides information for updating relevant databases

The Purpose of Maintenance staff provides information for updating relevant databases function
is to timely and accurately update relevant databases in accord with the changes implemented by the maintenance activity and verify the correctness of the data existing in the databases
directly involving

Maintenance personnel

IT personnel

WMS

Corporate databases

performing

Preparation of forms for the maintenance personnel by the work management personnel (system)

Completion of prepared forms by the maintenance personnel based on changes made and parameters observed

Transmission of the forms to the relevant IT interfaces (AM/FM/GIS/Asset management system (AMS))

with key interfaces between

Maintenance field crews and DISCo databases

WMS and maintenance personnel

with communication configuration requirements of

WAN

LAN

Mobile communications

Internet

with quality of service requirements of

Data accuracy

Data frequency during the major event

with security requirements of

Authentication

with data management requirements of

Low volume

with constraints of

Incremental update of databases and consistency checking

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	1.0	1.0	1.0	2.0	1.4

COMMENTS:
The following comments were collected during the team rating review:

Configuration = 2 due to mobile communications

Constraints/concerns =2 due to mobile computing

Incremental updates of the databases and consistency checking

D-8.2.1 Work crew logs activities and results of tests

The Purpose of Work crew logs activities and results of tests function
is similar to function (D-8.2) Maintenance staff provides information for updating relevant databases above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	1.0	1.0	1.0	2.0	1.4

COMMENTS:

D-8.2.2 Work crew identifies assets removed and/or installed

The Purpose of Work crew identifies assets removed and/or installed function
is similar to function (D-8.2) Maintenance staff provides information for updating relevant databases above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	1.0	1.0	1.0	2.0	1.4

COMMENTS:

D-8.2.3 Maintenance staff identifies errors in documentation and maps

The Purpose of Maintenance staff identifies errors in documentation and maps function
is similar to function (D-8.2) Maintenance staff provides information for updating relevant databases above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	1.0	1.0	1.0	2.0	1.4

COMMENTS:

D-8.2.4 Maintenance staff identifies marks up documentation ("red/green")

The Purpose of Maintenance staff identifies marks up documentation ("red/green") function
is similar to function (D-8.2) Maintenance staff provides information for updating relevant databases above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	1.0	1.0	1.0	2.0	1.4

COMMENTS:

D-8.2.5 Maintenance staff indicates permanent versus temporary changes

The Purpose of Maintenance staff indicates permanent versus temporary changes function
is similar to function (D-8.2) Maintenance staff provides information for updating relevant databases above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	1.0	1.0	1.0	2.0	1.4

COMMENTS:

D-9 Engineering

The Purpose of Engineering function
is to provide reliability and power quality based modern distribution facility designs
directly involving

Distribution facility design standards

Manufacturers' information

Upgrade and new construction requirements

performing

Field inspections

Equipment specifications

Automated design

Relevant database updates (AM/FM/GIS/AMS)

Cost optimization

with key interfaces between

Engineering and other DisCo departments

DisCo and equipment manufacturers

DisCo and contractors

DisCo and builders

with communication configuration requirements of

WAN

LAN

Internet

with quality of service requirements of

High data accuracy and completeness (provide all necessary information for engineering)

with security requirements of

Moderate security

with data management requirements of

Moderate information support with transmittal of drawings

with constraints of

May need a change of legacy approach

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	1.0	1.0	1.0

COMMENTS:

D-9.1 Engineering personnel perform distribution system engineering

The Purpose of Engineering personnel perform distribution system engineering function
is similar to function (D-9) Engineering above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	1.0	1.0	1.0

COMMENTS:

D-9.2 Engineering personnel specifies distribution power and control equipment

The Purpose of Engineering personnel specifies distribution power and control equipment function
is similar to function (D-9) Engineering above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
0.0	0.0	0.0	0.0	0.0	0.0

COMMENTS:

D-9.3 Engineering personnel provides information for updating relevant databases

The Purpose of Engineering personnel provides information for updating relevant databases function
is similar to function (D-9) Engineering above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	1.0	1.0	1.0

COMMENTS:

D-10 Construction management

The Purpose of Construction management function
is to timely upgrade the distribution system
directly involving

Construction department and contractors

Major customers

performing

Management and construction work

with key interfaces between

DisCO and contractor

DisCo and customers

with communication configuration requirements of

LAN

WAN

Internet

Mobile

with quality of service requirements of

High data accuracy

with security requirements of

Moderate security

with data management requirements of

Moderate information support with transmittal of drawings

with constraints of

May need a change of legacy approach

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	2.0	1.0	1.2

COMMENTS:
The following comments were collected during the team rating review:

Data Management = 2 due to interfacing with asset management database

Does the comment regarding asset management correspond to the rating of 2 for Data Management ? -- Peter Sanza - 05 Apr 2003

D-10.1 Construction managers manage assets purchases

The Purpose of Construction managers manage assets purchases function
is similar to function (D-10) Construction management above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	2.0	1.0	1.2

COMMENTS:

D-10.2 Construction managers plan construction projects

The Purpose of Construction managers plan construction projects function
is similar to function (D-10) Construction management above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	2.0	1.0	1.2

COMMENTS:

D-10.3 Construction managers manage crew assignments

The Purpose of Construction managers manage crew assignments function
is similar to function (D-10) Construction management above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	2.0	1.0	1.2

COMMENTS:

D-10.4 Construction personnel provides information for relevant databases

The Purpose of Construction personnel provides information for relevant databases function
is similar to function (D-10) Construction management above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	2.0	1.0	1.2

COMMENTS:

D-11 Power Quality Management

The Purpose of Power Quality Management function
is to

Evaluate actual power quality

Determine the sources of power quality disturbances

Provide customers with power quality needed (custom power)

Coordinate power quality with customer systems

Provide power quality reports and real time information to customers

Manage power quality in real time

Provide information for managing long term power quality

directly involving

Distribution operations

Planning

Monitoring systems

Modeling and simulation systems

Power conditioning equipment

Controlling equipment

performing

Field monitoring

Real-time modeling

Analysis and optimization of power quality

Predictive modeling

Analysis and optimization studies

Power quality focused control of distribution operations

Reporting to the customers about the utility performance

Managing power quality through interfacing customer equipment

Populating relevant databases (monitoring information

Distribution system information

Customer system information

Asset management information)

with key interfaces between

DisCo and customers

DAS and OMS

A variety of different types of permanently installed monitoring equipment and DisCo databases

A variety of different types of temporary installed monitoring equipment and DisCo databases

Multi-functional AMR and DisCo databases

Call in devices and DisCo databases

DAS and PQ databases

PQ management system and various corporate and real-time databases

DisCO and individual customers

DisCo and WEB servers

Lighting system and PQ database

Weather system and PQ database

SCADA and PQ database

PQ management systems and PQ database

Between different utility departments

PQ management systems and TransCo

PQ management systems and SCADA

PQ management systems and DAS

PQ management systems and equipment diagnostic systems

PQ and other corporate databases

with communication configuration requirements of

WAN

LAN

One-to-many

Mobile

Special media

Internet

Customer communication systems

with quality of service requirements of

High data accuracy

High data volumes

with security requirements of

Moderate security

with data management requirements of

Large databases

Comprehensive modeling

Sophisticated optimization procedures

with constraints of

Challenge of coordinating directly with customer systems

Challenge of optimizing system performance in the real time based on customer priorities and conditions

New systems without significant precedent

Large databases and computation requirements

Interfaces between real time databases and system model databases

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	3.0	2.0	2.0	3.0	2.4

COMMENTS:
The following comments were collected during the team rating review:

Configuration =2 due to variety of data sources and communication systems

Service quality =3 due to high volume data (1-5 MB/day), high data accuracy, high frequency of data transfers, high availability, time sensitive data Security =2 due to privacy policies for PQ data exchange with individual customers Data management =2 due to large databases, comprehensive modeling, sophisticated optimization procedures Constraints/Concerns =3 due to difficult-to-change legacy, challenges of new applications and systems (

new conditioning equipment coordinated with DRs, PQ state estimation) of data integration and recovery in case of loss of original

(data deleted from most PQ meters after read so transfer error results in data loss - can't read again to recover like a SCADA point misread)

D-11.1 Utility measures power quality parameters, transmits them to central location, processes data, and stores data in PQ database in real time

The Purpose of Utility measures power quality parameters, transmits them to central location, processes data, and stores data in PQ database in real time function
is to collect and manage power quality monitoring information for entire system
directly involving

Monitoring system equipment

Distribution automation systems (DAS)

CIS and other corporate databases

performing

Monitoring

Transmitting

Processing

And storing PQ data

with key interfaces between

A variety of different types of permanently installed monitoring equipment and DisCo databases

A variety of different types of temporary installed monitoring equipment and DisCo databases

Multi-functional AMR and DisCo databases

Call in devices and DisCo databases

DAS and PQ databases

with communication configuration requirements of

WAN

LAN

Internet

Mobile

Special media

Telephone systems

Customer communication systems

with quality of service requirements of

High data accuracy

Real time data collection

High data volume

with security requirements of

Limited disclosure

with data management requirements of

Large databases

with constraints of

Diversity of data structures

Existing infrastructures and databases for separate monitoring systems must be incorporated into a common system for overall data collection and database management

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	3.0	1.0	2.0	2.0	2.0

COMMENTS:
The following comments were collected during the team rating review:

Configuration =2 due to variety of data sources and communication systems

Service quality =3 due to high volume data (1-5 MB/day)

High data accuracy

High frequency of data transfers

High availability

Time sensitive data

Data management =2 due to large databases

Comprehensive modeling

Sophisticated optimization procedures

Constraints/Concerns =2 due to challenges of data integration and recovery in case of loss of original measurements

D-11.2 Real time power quality state estimation system calculates power quality characteristics based on limited monitoring information from substations, distribution systems, and customer systems and models (pseudo-measurements) supplementing to the needed redundancy

The Purpose of Real time power quality state estimation system calculates power quality characteristics based on limited monitoring information from substations, distribution systems, and customer systems and models (pseudo-measurements) supplementing to the needed redundancy function
is to

In addition to the DA applications

Expands the value of power quality monitoring (especially for higher harmonics and rapid transient processes) by calculating the power quality levels throughout the system using a combination of limited monitoring information and models of the electrical system

Providing reasonable estimates of the power quality characteristics and relationships

directly involving

Real time monitoring systems

PQ databases

Real time database of system electrical characteristics

Modeling and optimization algorithms

performing

State-estimation like procedures based on simulation and optimization algorithms

with key interfaces between

PQ management system and various corporate and real-time databases

with communication configuration requirements of

WAN

LAN

Internet

Mobile

Special media

Telephone systems

Customer communication systems

with quality of service requirements of

High data accuracy

Real time data collection

High data volume

with security requirements of

Limited disclosure

with data management requirements of

Large databases of monitoring data combined with databases describing system electrical system configuration and characteristics

with constraints of

System models incorporate a wide variety of components (GIS

Load characteristic models

Including higher frequencies component

Short circuit models

Load flow models

Including for higher harmonics

Equipment databases), that must be combined for real time state estimation

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	3.0	1.0	2.0	3.0	2.2

COMMENTS:
The following comments were collected during the team rating review:

Configuration =2 due to variety of data sources and communication systems

Service quality =3 due to high volume data (1-5 MB/day), high data accuracy, high frequency of data transfers, high availability, time sensitive data Data management =2 due to large databases, comprehensive modeling, sophisticated optimization procedures Constraints/Concerns =3 due to difficult-to-change legacy, challenges of new applications and systems (

new conditioning equipment coordinated with DRs, PQ state estimation)

D-11.3 Utility exposes historical and real-time power quality data to customers

The Purpose of Utility exposes historical and real-time power quality data to customers function
is to provide real time and statistic PQ Information to customers
directly involving

PQ databases

Communication systems

Customers

performing

Selection of customer-customized data of power quality following privacy policies and preparation of general performance characteristics for all customers of the utility

with key interfaces between

DisCO and individual customers

DisCo and WEB servers

with communication configuration requirements of

LAN

Internet

Telephone systems

with quality of service requirements of

Real time access to the PQ monitoring database

Data accuracy

Data volumes

with security requirements of

Authentication and security for customers to access their own PQ data

with data management requirements of

Individual customer based

with constraints of

Legacy reluctance of the utilities to provide access to this type of database information

New applications

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	2.0	2.0	1.0	2.0	1.6

COMMENTS:
The following comments were collected during the team rating review:

Service quality = 2 due to high volume data

High data accuracy

High frequency of data transfers

High availability

Time sensitive data

Security =2 due to privacy policies for PQ data exchange with individual customers

Constraints/Concerns =2 due to difficult-to-change legacy

Challenges of new applications

D-11.4 Utility correlates data from utility operations database, lightning database, and other operations related database with PQ event database and generates reports and/or stores analysis results for future reporting

The Purpose of Utility correlates data from utility operations database, lightning database, and other operations related database with PQ event database and generates reports and/or stores analysis results for future reporting function
is to automatically identify cause and possible impacts for different disturbances and conditions on PQ
directly involving

Weather systems

Lighting systems

SCADA disturbance monitoring system

SOE systems

Event recorders

PQ monitoring systems and database

performing

Correlation of disturbances with power quality characteristics

with key interfaces between

Lighting system and PQ database

Weather system and PQ database

SCADA and PQ database

PQ management systems and PQ database

with communication configuration requirements of

WAN

LAN

Internet

Mobile

Special media

Telephone systems

Customer communication systems

with quality of service requirements of

Timely availability

Data volumes during major events

Data frequency during limited time

with security requirements of

Low level

with data management requirements of

Coordination of data according relevant associations

with constraints of

Different multiple systems and access requirements

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	3.0	1.0	2.0	2.0	2.0

COMMENTS:
The following comments were collected during the team rating review:

Configuration =2 due to variety of data sources and communication systems

Service quality =3 due to high volume data

High frequency of data transfers

High availability

Time-synchronization sensitive data

Data management =2 due to large databases and data coordination

Constraints/Concerns =2 due to challenges of data integration from different systems

D-11.5 The utility PQ evaluation system analyzes PQ events, trends, and profiles of power quality levels of the supply system against planning limits and operation objectives. The system is used to generate recommendations and priorities for system improvements

The Purpose of The utility PQ evaluation system analyzes PQ events, trends, and profiles of power quality levels of the supply system against planning limits and operation objectives. The system is used to generate recommendations and priorities for system improvements function
is to provide power quality performance reports for use in distribution planning and asset management
directly involving

Distribution planning

Asset management

And maintenance personnel

performing

Performance reports focused on prioritizing system improvements, that can improve power quality levels

with key interfaces between

Between different utility departments

with communication configuration requirements of

LAN

Internet

with quality of service requirements of

Availability of access to power quality monitoring database along with functions to evaluate effect of system improvements on expected power quality levels in the future

with security requirements of

Low level

with data management requirements of

Several databases

with constraints of

Difficult to change legacy approach (power quality has generally not been considered in the past for prioritizing maintenance and system improvements)

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	1.0	1.0	1.0

COMMENTS:

D-11.6 The power quality management system analyzes PQ events and profiles to identify causes of PQ problems and possible equipment problems that could be corrected. Detailed recommendations are developed and automatic responses are implemented where possible

The Purpose of The power quality management system analyzes PQ events and profiles to identify causes of PQ problems and possible equipment problems that could be corrected. Detailed recommendations are developed and automatic responses are implemented where possible function
is to

automatically identify possible equipment problems and operational problems based on power quality event characteristics (

breaker problems, arrester problems, transformer problems, capacitor problems, cable insulation problems, line problems such as lines slapping together, regulator problems

)

directly involving

Distribution operations systems

Asset management systems

Power quality monitoring database

Equipment diagnostic systems and databases

performing

Analysis and reporting of possible equipment problems

Recommendations for DA system to implement remedial measures where possible

with key interfaces between

PQ management systems and TransCo

PQ management systems and SCADA

PQ management systems and DAS

PQ management systems and PQ databases

PQ management systems and equipment diagnostic systems

with communication configuration requirements of

WAN

LAN

SCADA communications

with quality of service requirements of

Real time availability of monitoring data and equipment status information for evaluation in expert systems and timely identification of possible problems

with security requirements of

Low level

with data management requirements of

Several databases (monitoring database

Equipment databases

Expert systems)

Timely access

with constraints of

Configuration of expert systems to identify equipment problems requires extensive monitoring and correlation of problems with actual events

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	1.0	1.0	1.0

COMMENTS:

D-11.7 The power quality information is evaluated with respect to specific customer requirements on the specific system. Coordination with equipment and power conditioning equipment within customer facilities is implemented to improve productivity and reliability of customer systems. (See description in Customer Services Domain)

The Purpose of The power quality information is evaluated with respect to specific customer requirements on the specific system. Coordination with equipment and power conditioning equipment within customer facilities is implemented to improve productivity and reliability of customer systems. (See description in Customer Services Domain) function
is similar to function (D-11) Power Quality Management above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	3.0	2.0	2.0	3.0	2.4

COMMENTS:

D-11.8 Utility accesses PQ database and generates bill/refund/penalty statement for events that exceed contract limits. (see description in the Customer Services Domain)

The Purpose of Utility accesses PQ database and generates bill/refund/penalty statement for events that exceed contract limits. (see description in the Customer Services Domain) function
is similar to function (D-11) Power Quality Management above.

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	3.0	2.0	2.0	3.0	2.4

COMMENTS:

D-11.9 Utility generates various reports from PQ database for operation, management, engineering, and customer consumption via e-mail and web interfaces

The Purpose of Utility generates various reports from PQ database for operation, management, engineering, and customer consumption via e-mail and web interfaces function
is to reporting on power quality conditions and causes/effects
directly involving

Management

Distribution planning

Distribution operations

Marketing

Customers

performing

Summary analyses of large databases of information in useful forms for decision making and assessment and preparation of reports of power quality conditions for use in assessing system performance

Power quality impacts

Economic impacts

And improvement alternatives

with key interfaces between

PQ and other corporate databases

with communication configuration requirements of

WAN

LAN

Internet

with quality of service requirements of

Availability

with security requirements of

Limited disclosure

with data management requirements of

Using large power quality monitoring databases and integrating results of intelligent analysis systems

State estimation systems

And equipment effect analysis

Etc

with constraints of

Needs of understanding of economic issues associated with PQ parameters, as well, as technical issues

And r importance of impacts of power quality conditions

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	1.0	1.0	1.0

COMMENTS:

D-12 Dispatcher Training Simulator

The Purpose of Dispatcher Training Simulator function
is to

Provide the distribution operation personnel with a comprehensive training means to analyze a variety of practically possible operating conditions

The individual and coordinated behavior of the distribution automation systems

The interrelationships of different operational parameters

The role of information support of the computing applications

And the user interfaces of the systems in use

directly involving

The operation

Operation planning

DAS maintenance personnel

SCADA

DAS

OMS

WMS

AM/FM systems

performing

"what if" studies of the distribution system operation based either on real-time information or on other base-cases

with key interfaces between

DTS and SCADA/DA

DTS and MOS

DTS and OMS

DTS and AM/FM/GIS/CIS databases

DTS and WMS

DTS and other Utility Departments

with communication configuration requirements of

WAN

LAN

Internet

with quality of service requirements of

Transferring large volumes of data

with security requirements of

Limited disclosure

with data management requirements of

Creating large models combining existing models with hypothetical scenarios without disrupting the operations of the automated systems in production

with constraints of

New sophisticated applications

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
1.0	1.0	1.0	2.0	3.0	1.6

COMMENTS:
The following comments were collected during the team rating review:

Data Management =2 due to combination of data of different time frames

Constraints/Concerns =3 due to the need to develop new sophisticated applications

D-13 Distribution Asset Management

The Purpose of Distribution Asset Management function
is to store asset information in one centralized database providing access to all relevant parties
directly involving

System planners

Engineers

Operation personnel

Maintenance personnel

Construction personnel

Power quality personnel

IT personnel

performing

Recording of asset data

Up-front consistency checking

Updating records

Adding and cloning new assets

Submitting defaults

Asset tracking

Sorting

Filtering

Finding required information about assets

Identifying trends in asset usage and replacement

Monitoring maintenance periodicity

Contract progress

And life cycles of assets

Alarming and announcement about asset conditions

Generating reports

Providing total and incremental extracts for different users

Output consistency checking

Preparing forms for different input data providers

Etc

with key interfaces between

Asset Management System (AMS) and other utility departments

AMS and DAS

AMS and PQ database

AMS and OMS

AMS and WMS

with communication configuration requirements of

WAN

LAN

Mobile

Internet

One-to-many

with quality of service requirements of

Availability

Data accuracy

Data volumes

with security requirements of

Authentication

Access Control

Information Integrity

Confidentiality

with data management requirements of

Large database

Timely update

Timely access

with constraints of

Difficult-to-change legacy system

New applications

On a scale of 0 (does not involve significant architectural challenges) to 3 (highly likely to involve architectural challenges) this function was rated as follows:

Configuration	Quality of Service	Security	Data Management	Constraints	Average
2.0	2.0	2.0	3.0	3.0	2.4

COMMENTS:
The following comments were collected during the team rating review:

Configuration = 2 due to different communication systems

Quality of service = 2 due to accuracy

Data volumes

Security = 2 due to access control

Confidentiality

Data management= 3 due to large database

Timely update and access

Constraints = 3 due to need of significant changes in existing databases to accommodate new applications