Ice Energy's Smart Grid Infrastructure Brian Parsonnet VP Technology, CTO

OSIsoft ( ) and Ice Energy (i e) i Youre Irrational!! Get Real!! e i + 1 = 0

Ice Bear: A Distributed Energy Resource The Ideal Battery – Reduces ~6 kW of On-Peak demand – Shifts 32 kWh (95%) of A/C energy to off-peak 5 MWH of Peak Shift Annually – Reduces Carbon & NOx Emissions by ~50% – Consumes the same amount of energy as a standard DX HVAC system Provides cooling for 6 – 10 hours – Nominal settings are from 12 noon to 6 pm (6 hours) – Runs autonomously, or can be remotely dispatched SmartGrid Ready – Aggregated to Multi-MW scale – 100% on-line

Ice Bear: Typical Rooftop Installation

kW Demand over 24-Hour Cooling Cycle Standard Cooling (8 kW) Fan Only during Ice Melt (1.7 kW) Ice Make Ice Melt Cooling (.3 kW)

Ice Energy is more than just the Ice Bear The power grid is the largest machine ever made by mankind – Millions of components working together, in true synchrony, yet fault tolerant

Ice Energy is more than just the Ice Bear Utilities have their ways of integrating and controlling this massive resource – Secure, complex, tightly integrated control environment – Historically, a closed architecture New technologies and drivers are forcing change – Renewable Sources, Internet, Deregulation, Smart Devices, Open Architectures… – Industry response…the Smart Grid. – How we facilitate integration is critical to large scale deployment

Ice Energy is more than just the Ice Bear Integrating at the device level is difficult – Burdened with communication, safety, control, and security issues Smart Meter, PCT, RAS, Local Generation examples The Ice Bear has avoided these issues, as a device behind the meter – Influx of new players to address this problem We can anticipate 20 years of development, new standards, changing industry structure Integrating within SCADA is comparatively easy – Supervisory Control is common, and easily integrated – Data Historians are a ubiquitous tool for Data Access

Utility Requirements Can we control it? – The prospect of controlling 20,000 separate Ice Bears is daunting Can we rely on it? – Availability is critical. And can you really manage 20,000 units? Can you prove it? – Information / Data Reporting Does it work with what I have? – Regulated and closed architecture Will it work with SmartGrid? – This is a moving target, with lots of players. How do we fit?

The Utilitys Perspective: SCADA

Ice Energy Utility Solution Integrate simply with utility SCADA Systems (Supervisory Control And Data Acquisition) – Supervisory Control Phase 1: Utility defines standard Ice Bear Operation Phase 2: Utility modifies control strategy monthly, weekly, daily, or hourly – Provide an interface as per each utilitys needs – Data Acquisition Provide PI connectivity to the utility to serve results Connects securely, seamlessly to our server Utility middleware is bypassed – Reducing risk, constraints, complexity, and time

Ice Energy Software Infrastructure Web Portal Business Logic Database Presentation Layer Field Data Access CoolData Controller Field Assets User Interface (Computer, hand-held, phone) Utilities, Users, Field Service, Vendors, Builders… Ice Bear & 3 rd Party Assets Ice Bear & 3 rd Party Asset Control, Data Logging HVAC & FMS Integration, Field Network Integ. Data Upload, Control, Programming, Configuration Data Historian, Customer Configuration & Rules, Service Records, Tariffs, ETL, … Integration (Utilities, Service, Market Data) M&V, Diagnostics, Analytics, DER Optimization Business Automation (Billing, Reporting…) Visualization, Presentation Logic Security, Personality

Ice Energy Software Technologies Microsoft, Apple Ice Bear & Customer Assets NI Lab View, Lua, C, C++, … SQL Server, Custom Drivers OSISoft PI, Sharepoint, SQL, Solomon Analytica, Ultimus, Microsoft LogiFusion,.NET 3.5 Web Portal Business Logic Database Presentation Layer Field Data Access CoolData Controller Field Assets

Device data Operational Systems Works System Integration Monitoring Services LogiWorks Application Server Enterprise applications Application Access Services WorksOffice Integration Enterprise data Data Central Services WorksDataPortal Works Services Business Information Services Works Process Business Process Services Works Integration Business Integration Points Works Modules Business Presentation Services Works Messaging Process Services Community Services User Interaction Services Information Services Works Studio Designer Tools Design Model Deploy Works Solutions Application Portal Works Manage Application Management Tool Manage Monitor Works Portal Business Application Services Application Framework Services

CoolData ® SmartGrid Controller SmartGrid ready Network communications Local scheduling and remote dispatch Direct load control for demand response of other building assets Real-time status, sub-metering, and data monitoring of customer equipment Performance analysis and automated diagnostics Configuration management Physical & Cyber security 1-Wire Dallas Sensor Network NI LabVIEW Application Layer Web Server OSIsoft, PI Enterprise Layer The CoolData Controller is part of the CoolData Network

OSIsofts PI system Power Generation, Transmission & Distribution – 100% of US ISOs – 50% of the mid and large sized power producers – Over 200 GW of total 350 GW average power generated & transmitted in US daily is monitored by PI software – Over 50% of ITOs – Heavily involved in SmartGrid PI Features – Can process 20,000,000 continuous data streams – Stores 250,000 events per second – Serves 8,000,000 points per second to clients and other applications Architecture – Uptime % (100% with 3-server collective) – Shadow Servers for auto-replication at remote locations

OSIsoft PI at Ice Energy Ice Energy PI Infrastructure: Reliable, Scalable – Heart of Ice Energys CoolData Architecture – Supports 30,000 On-line Users – Supports 100 GW of Ice Bear distributed resource – Supports on-site shadow servers at utilities for local data access Strategic Relationship – Ice Energy and OSIsoft entered into an Enterprise Licensing Agreement Dec 07 – Unlimited use of OSIsoft technologies – Proactive monitoring of the PI infrastructure by OSIsoft – Access to OSIsofts Center of Excellence

Portal Monitoring & Diags OSIsoft PI Customer / Site DB Data Viewer CoolData Server FMS CoolData Controller Service Marketing Scheduler, Optimizer Workflow PI is at the heart of the CoolData system

Monitoring & Diagnostics Absolute Sensor Limits (ACE) Modal Sensor Limits (ACE) Op Mode (ACE) KPIs (ACE) Auto Fault Diagnostics Application Data (AF) PI Notifications Raw & Cleansed Data (PI)

Monitoring Upper Bound Signal Lower Bound

Our Infrastructure is SCADA compatible PI PN IE Lan Supervisory Control, M&V IEDs Field Controller Corporate Apps Internet, Wireless, BPL Comm Server DER Optimizer Field Networks Non-IED LT Web Portal Business Logic Database Presentation Layer Field Data Access CoolData Controller Field Assets Utility Soltn PI

Diagnostic Migration Phase 1 Remote engineer creates off-line tool Results daily / weekly Phase 2 Algorithm moves to the server, applied to all units Results are hourly Phase 3 Algorithm moves to the CoolData Controller Results are immediate Web Portal Business Logic Database Presentation Layer Field Data Access CoolData Controller Field Assets

DER Control: Phase 1 – Autonomous 1) Utility defines operating schedule 3) Units control themselves, as per daily schedule 4) CoolData M&V 2) CoolData infrastructure distributes configurations 5) Utility dashboard Web Portal Business Logic Database Presentation Layer Field Data Access CoolData Controller Field Assets

Web Portal Business Logic Database Presentation Layer Field Data Access CoolData Controller Field Assets DER Control: Phase 2 – SCADA 6) Utility creates special loading orders, as needed 8) Units override default behavior as per request 9) CoolData M&V 7) DER Optimizer determines method, and acknowledges orders 10) Utility reporting Utility issues loading order: For immediate or scheduled deployment Shed or add load Scoped by region, transmission, other… Temporary or permanent changes DER Optimizer understands: GIS and T&D locations Maintenance / operational status Customer imposed restrictions Historical performance / expectation Communication limitations Additional DR assets

Large Scale Utility Requirements Can we control it? – Phase 1: Utility provides nothing more than a standard operating schedule – Phase 2: We provide a Supervisory Control interface to the utility, designed to meet their specific needs Can we rely on it? – OSIsoft is a proven reliable backbone, already vetted and accepted by the utility industry. – Ice Bear reliability has been proven in Utility-sponsored pilots and customer installations Can you prove it? – You have all your data via a dedicated PI Server at your site. Does it work with what I have? – Our solution integrates PI-to-PI, and does not require integration to SCADA middleware. In fact, we enable a faster, easier path for connectivity to additional DSM resources. Will it work with SmartGrid? – Yes. We dont impose ourselves on the architecture, rather, we are designed to fill in the gaps and dovetail with what exists.

Thank You Questions?