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Capital Investment Planning Workshop report

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Capital Investment Planning Workshop 1.00 2.00 3.00 4.00 5.00 1.00 2.00 3.00 4.00 5.00 PICK Chart Implement Kill Possible Challenge 135 134 2 1 48 49 5 37 114 61 36 8 73 39 34 55 3 53 4 52 110 54 115 65 76 35 40 14 136 Grp 124 46 47 107 38 81 78 15 6 42 113 70 72 17 66 75 63 116 111 128 74 45 79 13 27 162 109 112 41 68 121 69 82 57 120 77 83 123 132 117 80 126 152 Grp 122 125 136 1.00 2.00 3.00 1.00 2.00 3.00 Implement Quadrant King / Queen For The Day Selections Workshop Objectives To facilitate a coordinated and collaborative working session with the Delivery and Operations Services (DOS) extended leadership team to identify, evaluate, and prioritize future opportunities for capital investments across Customer Operations & Services (COS) and Grid Modernization (GM). Specifically, capital investment opportunities were reviewed which seek to impact the DOS organization by: enabling enhanced efficiencies and continuing to drive value across the organization providing O&M cost savings in 2015 and beyond resulting in new revenue and/or new growth Workshop Summary A total of 162 capital investment ideas were submitted by leaders within COS and GM – 152 were submitted in advance of the workshop and the remaining 10 initiatives were identified dayof as a part of the brainstorming session. Workshop participants were tasked with prioritizing ideas by completing two exercises, “King/Queen for a Day” and “Quick Wins”. The responses to those exercises was aggregated and analyzed to identify the most tangible, highvalue capital investment opportunities for the DOS organization. PICK Chart Implement Quadrant Capital investment ideas placed in the Implement quadrant of the PICK chart represent those investment opportunities with the most favorable scores relative to value and implementation ability. These opportunities represent the quick wins and could be used to prioritize investment decisions. = Capital Investments = Investments chosen during King/Queen exercise PICK Chart Methodology PICK Chart: A PICK chart is a lean six sigma tool used to help identify an organization’s most useful opportunities. Based on an idea’s score, it is placed on a 2x2 grid which is comprised of the following four quadrants: Implement – easy implementation with high payoff Possible – easy implementation with low payoff Challenge – complex implementation with high payoff Kill – complex implementation with low payoff Note: The PICK chart above is based on aggregated individual data from the scoring exercise and does not adjust for scoring participation. Idea Scoring Exercise The objective of the scoring exercise was to gain a sense of each participant’s ‘gut feel’ of each idea. Participants were given handouts which included the list of all ideas collected prior to the workshop and then asked to score each idea on a scale of 15 based on 3 metrics: Financial Value, NonFinancial Value and Ease of Implementation. Scores were then aggregated within the three categories and plotted on a PICK Chart. Those that fell into the ‘implement’ quadrant of the PICK chart were then reviewed with the team. King / Queen for the Day Exercise The “King/Queen for a Day” exercise provided workshop participants the opportunity to provide their perspective on the top initiative(s) to be implemented were they leading the DOS organization, free from financial restraints or logistical challenges. Participants were asked to discuss with the group what their top initiative(s) would be and why.
Transcript
Page 1: Capital Investment Planning Workshop report

Capital Investment Planning Workshop

1.00

2.00

3.00

4.00

5.00

1.00 2.00 3.00 4.00 5.00

PICK Chart

Implement

KillPossible

Challenge

135134

2

1

48

49 5

37114

61

36

8

7339 34

55

353

4

52

11054

115

10

6576

35

40

14 136 Grp

124

4647107

38

81

78

15

6

42

113

70

72

17

66

75

63

116

111

128

74

4579

13

27

162

109

112

41

68

121 69

82

57

120

77

83

123

132

117

80

126 152 Grp

122

125

136 

71

1.00

2.00

3.00

1.00 2.00 3.00

Implement QuadrantKing / Queen For The Day Selections

Workshop ObjectivesTo facilitate a coordinated and collaborative working session with the Delivery and Operations Services (DOS) extended leadership team to identify, evaluate, and prioritize future opportunities for capital investments across Customer Operations & Services (COS) and Grid Modernization (GM).

Specifically, capital investment opportunities were reviewed which seek to impact the DOS organization by:• enabling enhanced efficiencies and continuing to drive value 

across the organization • providing O&M cost savings in 2015 and beyond• resulting in new revenue and/or new growth

Workshop SummaryA total of 162 capital investment ideas were submitted by leaders within COS and GM – 152 were submitted in advance of the workshop and the remaining 10 initiatives were identified day‐of as a part of the brainstorming session.

Workshop participants were tasked with prioritizing ideas by completing two exercises, “King/Queen for a Day” and “Quick Wins”. The responses to those exercises was aggregated and analyzed to identify the most tangible, high‐value capital investment opportunities for the DOS organization.

PICK Chart ‐ Implement Quadrant

Capital investment ideas placed in the Implement quadrant of the PICK chart represent those investment opportunities with the most favorable scores relative to value and implementation ability. These opportunities represent the quick wins and could be used to prioritize investment decisions. 

= Capital Investments= Investments chosen during King/Queen exercise

PICK Chart Methodology

PICK Chart: A PICK chart is a lean six sigma tool used to help identify an organization’s most useful opportunities. Based on an idea’s score, it is placed on a 2x2 grid which is comprised of the following four quadrants:• Implement – easy implementation with high payoff• Possible – easy implementation with low payoff• Challenge – complex implementation with high payoff• Kill – complex implementation with low payoff

Note: The PICK chart above is based on aggregated individual data from the scoring exercise and does not adjust for scoring participation.

Idea Scoring Exercise

The objective of the scoring exercise was to gain a sense of each participant’s ‘gut feel’ of each idea. Participants were given handouts which included the list of all ideas collected prior to the workshop and then asked to score each idea on a scale of 1‐5 based on 3 metrics: Financial Value, Non‐Financial Value and Ease of Implementation. Scores were then aggregated within the three categories and plotted on a PICK Chart.  Those that fell into the ‘implement’ quadrant of the PICK chart were then reviewed with the team.

King / Queen for the Day Exercise

The “King/Queen for a Day” exercise provided workshop participants the opportunity to provide their perspective on the top initiative(s) to be implemented were they leading the DOS organization, free from financial restraints or logistical challenges. Participants were asked to discuss with the group what their top initiative(s) would be and why.  

Page 2: Capital Investment Planning Workshop report

 Prioritization Index 

Top 25 Capital Investments Using the Index

Rank INDEX ID Category Item

1 3.79 135 T&D ToolsT

2 3.67 134 T&D ToolsC

3 2.65 2 AMII

4 2.52 1 AMIC

5 2.43 48 Distribution InfrastructureH

6 2.43 49 Distribution InfrastructureO

7 2.36 5 AMIM

8 2.29 37 Distribution Automation

D

9 2.22 114 Hardware & TelecomA

10 2.22 61 Electric VehiclesE

11 2.19 36 Distribution AutomationD

12 2.18 8 AMIA

13 2.01 73 Fleet

F

14 1.99 39 Distribution AutomationC

15 1.98 34 Distribution AutomationA

16 1.96 55 Distribution Infrastructure

R

Replace LineTracker units with Tollgrade sensors: Replace aging LineTracker units with Tollgrade 

sensors in DEC and extend to other jurisdictions (I&V Team idea)

DA Fla: Accelerate DA Florida project currently slated to start in 2015. 2014 proposed scope: Install 

30 electronic reclosers in targeted locations.

Additional Meter Coverage: Swap out non‐mesh meters in Ohio where there is weak 

communications structure.

Fuel System Card Readers: Automated systems for no more than 19 that track fuel consumption for 

underground on‐site storage tanks currently in use in Midwest

CDO Tie Line Projects with Automation: Add tie lines to increase switching options and flexibility. 

Proposed 2014 scope: Pull highest value project forward.

Automatic disconnection of distributed generation (smart inverters): 

Transmission Tools: LLBH/Hot Sticks, Slings/Rigging Equipment, Portable Power Tools, Battery 

Operated Power Tools

C & M Climbing Tools: Safety equipment ‐ Belt, hooks, buck squeeze, pads, tool bag, tool pouch, 

Indiana AMI: Begin planning phase in Sept 2014 with Commit gate in Jan 2015.  2014 spend for 

Planning would be capital

Car West AMI ‐ added scope: Add scope of 20k meters to existing project and to 2014 plan. 

(Dependency on timely approvals including DOA and Itron ability to deliver)

Hydraulic Reclosers: Replace hydraulic reclosers with low/no maintenance solid dielectric/vacuum 

bottle reclosers

OH Line Sensors: Issue analysis and resolution for existing line sensors; CM, training, BPM to sustain 

(500 sensors that are not currently functioning …)

Marietta AMI Change out: Remove 2300 Echelon/Ambient meters and replace with Itron/Cisco 

standard solution

DEP Feeder Segmentation Project. In flight project: Full Scope: Install multiple upgraded and new 

electronic reclosers from 2011 ‐ 2014, including IPP locations. Proposed new 2014 scope: Install 

reclosers at 8 IPP locations recently targeted by Grid Management. 

Additional screens and technology for storm centers: As we leverage more technology in the storm 

centers, we will need more screens to display the information. 

Expand the fleet of plug‐in vehicles: Use as pool vehicles for employees travelling locally on business

Top 25 Capital Investments Using the Index

T&D Tools,12%

AMI, 28%

Distribution Infrastructure, 24%

DistributionAutomation, 

20%

Hardware & Telecom, 12%

Electric Vehicles, 8%

Hardware & Telecom, 12%

Fall Into Seven Categories

‐ Distribution Infrastructure

‐ AMI

‐ Distribution Automation

‐ T&D Tools

‐ Hardware & Telecom

‐ Electric Vehicles

Assigns a score for each potential investment based on perceived value and ease of implementation100

1 ∗  

Page 3: Capital Investment Planning Workshop report

Rank INDEX ID Category Item

17 1.95 3 AMI

A

18 1.92 53 Distribution Infrastructure

N

19 1.86 4 AMI

K

20 1.84 52 Distribution Infrastructure

N

21 1.74 110 Hardware & TelecomD

22 1.73 54 Distribution Infrastructure

T

23 1.73 115 Hardware & Telecom

P

24 1.72 10 AMIM

25 1.72 65 Electric VehiclesD

* Multiple capital investments grouped together based on equipment similarity and high correlation of participant scores

AMI project optimization in Car East and Fla: Scope addition to existing Car East / Florida AMI 

project to continue RF mesh optimization due to foilage increase since mesh deployment.

Neutral current CT’s on fixed (un‐switched) cap banks : It is my understanding Duke Midwest have 

been leveraging a Cooper “Outage Advisor” neutral current CT’s on fixed (un‐switched) cap banks for

years to help proactively identify questionable or failed capacitors/blown fuses. Duke West, Duke 

Florida and Duke Progress has never had the funding to add neutral CT monitoring on their fixed cap 

banks but I understand Duke Florida is considering such a project this year utilizing the Tollgrade 

sensor. My suggestion would be to add Communicating neutral CT’s on Duke Florida, Duke West and 

Duke Progress fixed capacitor banks at a cost of around $700‐$1000 each plus labor (price depends 

on vendor and technology).

Kentucky AMI Planning: Begin planning phase in ??? 2014 with Commit gate in???.  2014 spend for 

Planning would be capital

Neutral current CT’s on switched cap banks: Both Duke West and Duke Midwest have been 

leveraging neutral current CT’s of switched cap banks for years to help proactively identify 

questionable or failed capacitors/blown fuses. Duke Florida and Duke Progress has never had the 

funding to add neutral CT’s but their CBC is equipped with the neutral CT input. My suggestion would

be to add neutral CT’s on Duke Florida and Duke Progress switched capacitor banks at a cost of 

around $150 per site, plus labor

Duke WLAN Expansion at Op Centers: Increase Duke Wireless LAN coverage at Op Centers (prepares 

us for increased use of mobile devices), including dock areas.

Tollgrade current sensors behind non‐communicating hydraulic reclosers: Both Duke West and Duke 

Midwest have been leveraging Tollgrade current sensors behind non‐communicating hydraulic 

reclosers for the past 1‐2 years. I understand Duke Florida is considering such a project this year 

utilizing the Tollgrade sensor. I suggest Duke Progress be given the opportunity to leverage this 

proven sensing technology at hydraulic recloser sites. The combination of FMS and Tollgrade 

sensors at hydraulic recloser sites can be a powerful solution

Purchase more ruggedized laptops : Purchase more ruggedized laptops that are truly made for field 

use and mobility now that smart phones will no longer be the norm for the company.  Many 

employees I speak with think the company is going in the wrong direction with mobile technology 

and how it can help improve employee job performance in the field and response.

Move Forward MDM Work: Complete the Ohio Conversion and prepare for Indiana AMI rollout.

DE Fleet Charging Infrastructure: EV Charging Infrastructure to support DE fleet vehicles

Page 4: Capital Investment Planning Workshop report

Top Capital InvestmentRankings by IndividualUsing Index formula without "Scoring Participation"

Robert Sipes ID Category Item Index

79 Fleet Internet connectivity through entire garage: ability to connect to the internet 

no matter where you are within the garage

21.54

2 AMI Indiana AMI: Begin planning phase in Sept 2014 with Commit gate in Jan 

2015.  2014 spend for Planning would be capital

10.00

4 AMI Kentucky AMI Planning: Begin planning phase in ??? 2014 with Commit gate 

in???.  2014 spend for Planning would be capital

10.00

8 AMI Additional Meter Coverage: Swap out non‐mesh meters in Ohio where there 

is weak communications structure.

10.00

73 Fleet Fuel System Card Readers: Automated systems for no more than 19 that track 

fuel consumption for underground on‐site storage tanks currently in use in 

Midwest

10.00

74 Fleet Veeder‐Root Systems: Automated system that monitor and track fuel tank 

levels to offer additional protection from potential tank leaks in underground 

fuel tanks .  Reduce need for as frequent "sticking tanks' to measure 

inventory and increases accuracy of tank measurement

10.00

78 Fleet Fleet Management System : Software that assists with titling, licensing and 

registration

10.00

124 Software Veg Mgmt Land Based Asset Mgmt System: Utilize LIDAR technology to 

develop a corridor approach,  condition based VM maintenance program.

10.00

147 T&D Tools Transmission Line Level 1 Equipment: Magnetic Drill (DEF, DEMW) 10.00

148 T&D Tools Transmission Line Level 1 Equipment: Light Duty Pole Jacks (DEF, DEMW) 10.00

154 T&D Tools Substation Level Equipment: Infared Camera 10.00

Randy Parks  ID Category Item Index

(Ron A) 8 AMI Additional Meter Coverage: Swap out non‐mesh meters in Ohio where there 

is weak communications structure.

21.54

5 AMI Marietta AMI Change out: Remove 2300 Echelon/Ambient meters and 

replace with Itron/Cisco standard solution

10.00

134 T&D Tools C & M Climbing Tools: Safety equipment ‐ Belt, hooks, buck squeeze, pads, 

tool bag, tool pouch, 

6.31

135 T&D Tools Transmission Tools: LLBH/Hot Sticks, Slings/Rigging Equipment, Portable 

Power Tools, Battery Operated Power Tools

6.31

21 Data More accurate GIS model: Convert from X‐Y Coordinate system to a Latitude‐

Longitude based system for better accuracy of GIS model (this can be helpful 

in streamlining the design process, tracking/location/maintenance of GIS 

assets, and trouble shooting) 

3.16

32 Distributed Energy Resources Duke sponsored/ owned PV farm in Florida: Potential location: former landfill 

site adjacent to I‐275 in St.Pete.  There is a large T/D/Transmission substation 

adjacent to the site and advertising could be set up along I275 indicating how 

much renewable power is being generated in real‐time.  This could be a 

partnership with Pinellas County as a “brown to green” initiative taking 

advantage of the large space covered by the former landfill.  It would also 

serve as our test bed here in Florida for renewal integration and impact, so if 

the legislation does change to become more like NC, then we will be better 

educated on the impacts to our system (Purchase land or other contractual 

commitments could be executed in 2014, with other work later)

3.16

47 Distribution Infrastructure House Power Panels: Replace current House Power Panels with standard 

breaker panel & meterbase

3.16

61 Electric Vehicles Expand the fleet of plug‐in vehicles: Use as pool vehicles for employees 

travelling locally on business

3.16

69 Fleet Facilities project mgmt: Identify a facilities major project requiring capital 

investments

3.16

Page 5: Capital Investment Planning Workshop report

Tony Adcock ID Category Item Index

136 Grp T&D Tools Relay Equipment: Megger MPRT 3 Phase Relay Test Set, CT Test Set Vanguard 

EZCT 2000C, Enoserv RTS Key for Megger MPRT, Megger Battery Ground Fault 

Tracer 2461008, Megger Battery Impediance Tester ‐ Bite 2, Oscilloscope 

Tektronics THS‐720A

3.73

142 Grp T&D Tools Transmission Line Level 1 Equipment: Capstan Hoist/Good Rigging System, 

Steel Pole Ladders (60), Conex Box for Storage, Wire Grips (12), Battery 

Operated Power tools (DEF, DEMW), Magnetic Drill (DEF, DEMW), Light Duty 

Pole Jacks (DEF, DEMW), Generator 4kw (DEF, DEMW), 60 Ton Press for line 

construction, dies (DEF, DEMW), Tool Barn to store tools and materials (25 x 

25) ‐ DEMW

3.73

152 Grp T&D Tools Substation Level Equipment: DGA Monitor (Portable for Transformer Oil, Hot 

Stick Tester, Infared Camera, Portable Oil Moisture Meter, Oil Moisture 

Tester, Phasing Sticks (Wireless 208‐88KV), SF6 Moisture Analyzer, 

Transformer Winding Resistance Tester, Oil Filter Press

3.73

162 Workforce Add additional line construction resources to achieve capital workplan: 0 3.73

34 Distribution Automation Automatic disconnection of distributed generation (smart inverters): 0 3.16

107 Hardware & Telecom Computer Hardware and Bandwidth Upgrades : Improvement to existing 

computer performance and communication bandwidth to correct current 

poor performance.

3.16

108 Hardware & Telecom Printing Solution: Request a review by Corporate IT to determine if additional 

print servers or new printers are needed to overcome the slowness in 

printing jobs, especially in the Midwest.

3.16

110 Hardware & Telecom Duke WLAN Expansion at Op Centers: Increase Duke Wireless LAN coverage 

at Op Centers (prepares us for increased use of mobile devices), including 

dock areas.

3.16

113 Hardware & Telecom Tablets to support damage assessment application: We plan to adopt an 

application that contract damage assessors can access from their own device, 

but will likely need some additional devices for employees in DA roles.

3.16

Keith Blanden ID Category Item Index

73 Fleet Fuel System Card Readers: Automated systems for no more than 19 that track 

fuel consumption for underground on‐site storage tanks currently in use in 

Midwest

100.00

76 Fleet Hydraulic Tools: Portable pin press, etc. 100.00

77 Fleet ABC software module: Software that assists in  design & development of 

training materials

100.00

78 Fleet Fleet Management System : Software that assists with titling, licensing and 

registration

100.00

80 Fleet Scheduling Too: A tool to help up schedule customer maintenance repairs  100.00

Page 6: Capital Investment Planning Workshop report

Bob Dollar ID Category Item Index

13 Billing Power Factor Billing: Begin calculating bills using data from the kVAR channel 4.64

14 Customer Hardware HOM ‐ DEO: Duke Energy take ownership of thermostats and capitalize the 

volume of units, plus install costs

4.64

46 Distribution Automation Expand DEP FMS type capabilities across the enterprise: Legacy Progress 

Energy’s DCC uses FMS to locate faults and communicate fault locations to 

dispatched crews.  Over 83% of the time, the DCC is able to put a crew at a 

fault location within one span in less than 3 minutes.  For the times when 

FMS cannot accurately locate the fault, Grid Engineers can do so with 

waveform data pulled in from FMS.  Legacy Progress’ Account Managers 

frequently use the query functions of the FMS to provide accurate 

date/time/magnitude/duration of events for any interval of time up to five 

years’ worth of data.  This system gives the Account Managers the tools to 

quickly and accurately provide pertinent event data to their customers 

without involving power delivery personnel.  Legacy Progress PQ Engineers 

typically use the waveform data to analyze events and abnormal disturbances 

on the system.  

4.64

17 Data Build Out Reporting Hubs: Build out additional reporting hubs to support 

cross‐DOS/T/G reporting.  For example, move remaining outage‐related data 

(ITR/ETR, Cause Code, Truck info, etc) into OMS History Datamart; move core 

transmission work info from Cascade/Primavera/eMax into new reporting 

hub;

2.51

47 Distribution Infrastructure House Power Panels: Replace current House Power Panels with standard 

breaker panel & meterbase

2.51

107 Hardware & Telecom Computer Hardware and Bandwidth Upgrades : Improvement to existing 

computer performance and communication bandwidth to correct current 

poor performance.

2.51

110 Hardware & Telecom Duke WLAN Expansion at Op Centers: Increase Duke Wireless LAN coverage 

at Op Centers (prepares us for increased use of mobile devices), including 

dock areas.

2.51

154 T&D Tools Substation Level Equipment: Infared Camera 2.51

155 T&D Tools Substation Level Equipment: Portable Oil Moisture Meter 2.51

156 T&D Tools Substation Level Equipment: oil Moisture Tester 2.51

Bob McCall ID Category Item Index

133 T&D Tools Storage Area for WG Florida: New Hire Supplies ‐ restock tools, equipment, 

attire

10.00

134 T&D Tools C & M Climbing Tools: Safety equipment ‐ Belt, hooks, buck squeeze, pads, 

tool bag, tool pouch, 

10.00

135 T&D Tools Transmission Tools: LLBH/Hot Sticks, Slings/Rigging Equipment, Portable 

Power Tools, Battery Operated Power Tools

10.00

136 Grp T&D Tools Relay Equipment: Megger MPRT 3 Phase Relay Test Set, CT Test Set Vanguard 

EZCT 2000C, Enoserv RTS Key for Megger MPRT, Megger Battery Ground Fault 

Tracer 2461008, Megger Battery Impediance Tester ‐ Bite 2, Oscilloscope 

Tektronics THS‐720A

10.00

142 Grp T&D Tools Transmission Line Level 1 Equipment: Capstan Hoist/Good Rigging System, 

Steel Pole Ladders (60), Conex Box for Storage, Wire Grips (12), Battery 

Operated Power tools (DEF, DEMW), Magnetic Drill (DEF, DEMW), Light Duty 

Pole Jacks (DEF, DEMW), Generator 4kw (DEF, DEMW), 60 Ton Press for line 

construction, dies (DEF, DEMW), Tool Barn to store tools and materials (25 x 

25) ‐ DEMW

10.00

152 Grp T&D Tools Substation Level Equipment: DGA Monitor (Portable for Transformer Oil, Hot 

Stick Tester, Infared Camera, Portable Oil Moisture Meter, Oil Moisture 

Tester, Phasing Sticks (Wireless 208‐88KV), SF6 Moisture Analyzer, 

Transformer Winding Resistance Tester, Oil Filter Press

10.00

162 Workforce Add additional line construction resources to achieve capital workplan 10.00

Page 7: Capital Investment Planning Workshop report

Rick Race ID Category Item Index

162 Workforce Add additional line construction resources to achieve capital workplan 100.00

5 AMI Marietta AMI Change out: Remove 2300 Echelon/Ambient meters and 

replace with Itron/Cisco standard solution

21.54

66 Facilities Facilities: Mold remediation at Lancaster grew from $750K to almost $2M 21.54

79 Fleet Internet connectivity through entire garage: ability to connect to the internet 

no matter where you are within the garage

21.54

134 T&D Tools C & M Climbing Tools: Safety equipment ‐ Belt, hooks, buck squeeze, pads, 

tool bag, tool pouch, 

21.54

135 T&D Tools Transmission Tools: LLBH/Hot Sticks, Slings/Rigging Equipment, Portable 

Power Tools, Battery Operated Power Tools

21.54

136 T&D Tools Relay Equipment: Megger MPRT 3 Phase Relay Test Set 21.54

137 T&D Tools Relay Equipment: CT Test Set Vanguard EZCT 2000C 21.54

142 T&D Tools Transmission Line Level 1 Equipment: Capstan Hoist/Good Rigging System 21.54

Jim Rainear ID Category Item Index

2 AMI Indiana AMI: Begin planning phase in Sept 2014 with Commit gate in Jan 

2015.  2014 spend for Planning would be capital

100.00

1 AMI Car West AMI ‐ added scope: Add scope of 20k meters to existing project and 

to 2014 plan. (Dependency on timely approvals including DOA and Itron 

ability to deliver)

10.00

4 AMI Kentucky AMI Planning: Begin planning phase in ??? 2014 with Commit gate 

in???.  2014 spend for Planning would be capital

6.31

41 Distribution Automation N‐Rel Smart Inverters: Modeling simulation of smart inverters working with N‐

Rel's power hardware in the loop and Alstom's DMS

6.31

49 Distribution Infrastructure OH Line Sensors: Issue analysis and resolution for existing line sensors; CM, 

training, BPM to sustain (500 sensors that are not currently functioning …)

6.31

Will Lowder ID Category Item Index

3 AMI AMI project optimization in Car East and Fla: Scope addition to existing Car 

East / Florida AMI project to continue RF mesh optimization due to foilage 

increase since mesh deployment.

21.54

4 AMI Kentucky AMI Planning: Begin planning phase in ??? 2014 with Commit gate 

in???.  2014 spend for Planning would be capital

21.54

43 Distribution Automation DMS operability in various modes: DMS is configurable and could be operated 

in different modes.  Circuits have their unique characteristics and thus have 

unique volt‐var configurations.  Examine existing functionality within the DMS 

applications (Alstom,Telvent) that would give us the ability and flexibility to 

operate IVVC in various modes simultaneously, such that the same operating 

model would not necessarily apply to all circuits

21.54

5 AMI Marietta AMI Change out: Remove 2300 Echelon/Ambient meters and 

replace with Itron/Cisco standard solution

10.00

14 Customer Hardware HOM ‐ DEO: Duke Energy take ownership of thermostats and capitalize the 

volume of units, plus install costs

10.00

Page 8: Capital Investment Planning Workshop report

Tim Morgan  ID Category Item Index

(Brent G) 1 AMI Car West AMI ‐ added scope: Add scope of 20k meters to existing project and 

to 2014 plan. (Dependency on timely approvals including DOA and Itron 

ability to deliver)

100.00

36 Distribution Automation DA Fla: Accelerate DA Florida project currently slated to start in 2015. 2014 

proposed scope: Install 30 electronic reclosers in targeted locations.

100.00

40 Distribution Automation IVVC Burlington Pre‐Deployment: Pre‐Deployment of IVVC in Carolinas; BPM, 

Modeling, CM, training development for full deployment

100.00

42 Distribution Automation Install regulators : accelerate IVVC locations and get the benefit of the 

regulator now

100.00

48 Distribution Infrastructure Hydraulic Reclosers: Replace hydraulic reclosers with low/no maintenance 

solid dielectric/vacuum bottle reclosers

100.00

49 Distribution Infrastructure OH Line Sensors: Issue analysis and resolution for existing line sensors; CM, 

training, BPM to sustain (500 sensors that are not currently functioning …)

100.00

54 Distribution Infrastructure Tollgrade current sensors behind non‐communicating hydraulic reclosers: 

Both Duke West and Duke Midwest have been leveraging Tollgrade current 

sensors behind non‐communicating hydraulic reclosers for the past 1‐2 years. 

I understand Duke Florida is considering such a project this year utilizing the 

Tollgrade sensor. I suggest Duke Progress be given the opportunity to 

leverage this proven sensing technology at hydraulic recloser sites. The 

combination of FMS and Tollgrade sensors at hydraulic recloser sites can be a 

powerful solution

100.00

55 Distribution Infrastructure Replace LineTracker units with Tollgrade sensors: Replace aging LineTracker 

units with Tollgrade sensors in DEC and extend to other jurisdictions (I&V 

Team idea)

100.00

70 Fleet AMI: Additional advanced meter infrastucture assets for Carolinas  100.00

Jay Oliver  ID Category Item Index

(Hershell M) 36 Distribution Automation DA Fla: Accelerate DA Florida project currently slated to start in 2015. 2014 

proposed scope: Install 30 electronic reclosers in targeted locations.

100.00

37 Distribution Automation DEP Feeder Segmentation Project. In flight project: Full Scope: Install multiple 

upgraded and new electronic reclosers from 2011 ‐ 2014, including IPP 

locations. Proposed new 2014 scope: Install reclosers at 8 IPP locations 

recently targeted by Grid Management. 

21.54

48 Distribution Infrastructure Hydraulic Reclosers: Replace hydraulic reclosers with low/no maintenance 

solid dielectric/vacuum bottle reclosers

21.54

49 Distribution Infrastructure OH Line Sensors: Issue analysis and resolution for existing line sensors; CM, 

training, BPM to sustain (500 sensors that are not currently functioning …)

21.54

73 Fleet Fuel System Card Readers: Automated systems for no more than 19 that track 

fuel consumption for underground on‐site storage tanks currently in use in 

Midwest

21.54

Page 9: Capital Investment Planning Workshop report

Joe Thomas ID Category Item Index

1 AMI Car West AMI ‐ added scope: Add scope of 20k meters to existing project and 

to 2014 plan. (Dependency on timely approvals including DOA and Itron 

ability to deliver)

10.00

128 Software Enterprise: Enterprise – Cisco – License for 4.0M Endpoints in NMS ‐ 2014 3.73

2 AMI Indiana AMI: Begin planning phase in Sept 2014 with Commit gate in Jan 

2015.  2014 spend for Planning would be capital

3.16

4 AMI Kentucky AMI Planning: Begin planning phase in ??? 2014 with Commit gate 

in???.  2014 spend for Planning would be capital

3.16

8 AMI Additional Meter Coverage: Swap out non‐mesh meters in Ohio where there 

is weak communications structure.

3.16

13 Billing Power Factor Billing: Begin calculating bills using data from the kVAR channel 3.16

28 Data Data Analytics: Implement Asset Management Data Analytics Use Case 3.16

36 Distribution Automation DA Fla: Accelerate DA Florida project currently slated to start in 2015. 2014 

proposed scope: Install 30 electronic reclosers in targeted locations.

3.16

70 Fleet AMI: Additional advanced meter infrastucture assets for Carolinas  3.16

111 Hardware & Telecom Mobility tools with camera functionality: Install Tablets in trucks with MIFI 3.16

134 T&D Tools C & M Climbing Tools: Safety equipment ‐ Belt, hooks, buck squeeze, pads, 

tool bag, tool pouch, 

3.16

135 T&D Tools Transmission Tools: LLBH/Hot Sticks, Slings/Rigging Equipment, Portable 

Power Tools, Battery Operated Power Tools

3.16

Ted Thomas ID Category Item Index

23 Data Data Analytics: Data Virtualization\Federation ‐ ALT 100.00

25 Data Data Analytics: Metadata Repository ‐ ALT 100.00

26 Data Data Analytics: Informatica Big Data Edition ‐ ALT 100.00

27 Data Data Analytics: Implement Revenue Protection Data Analytics Use Case 100.00

35 Distribution Automation IVVC Car West: Begin planning, engineering, and data validation 100.00

114 Hardware & Telecom Additional screens and technology for storm centers: As we leverage more 

technology in the storm centers, we will need more screens to display the 

information. 

100.00

Page 10: Capital Investment Planning Workshop report

Mark Wimberly ID Category Item Index

1 AMI Car West AMI ‐ added scope: Add scope of 20k meters to existing project and 

to 2014 plan. (Dependency on timely approvals including DOA and Itron 

ability to deliver)

100.00

3 AMI AMI project optimization in Car East and Fla: Scope addition to existing Car 

East / Florida AMI project to continue RF mesh optimization due to foilage 

increase since mesh deployment.

100.00

15 Customer Hardware HOM ‐ DEC/DEP: Expand HOM into the Carolinas in 2015.  100.00

16 Cyber Security Cybersecurity: With the increased proliferation of computing devices and 

automation of equipment, the company needs to do due diligence to identify 

and test for potential vulnerabilities .  Invest in proper/additional layers of 

protection needed for robust response and rapid recovery plans to protect 

against/prevent the occurrence of cyber‐attacks

100.00

37 Distribution Automation DEP Feeder Segmentation Project. In flight project: Full Scope: Install multiple 

upgraded and new electronic reclosers from 2011 ‐ 2014, including IPP 

locations. Proposed new 2014 scope: Install reclosers at 8 IPP locations 

recently targeted by Grid Management. 

100.00

38 Distribution Automation CDO Self Healing Teams: Expand Self Healing team penetration in Car East 

jurisdiction. 90 targets identified. Proposed 2014 scope: Install 20 tie point 

reclosers.

100.00

39 Distribution Automation CDO Tie Line Projects with Automation: Add tie lines to increase switching 

options and flexibility. Proposed 2014 scope: Pull highest value project 

forward.

100.00

40 Distribution Automation IVVC Burlington Pre‐Deployment: Pre‐Deployment of IVVC in Carolinas; BPM, 

Modeling, CM, training development for full deployment

100.00

41 Distribution Automation N‐Rel Smart Inverters: Modeling simulation of smart inverters working with N‐

Rel's power hardware in the loop and Alstom's DMS

100.00

43 Distribution Automation DMS operability in various modes: DMS is configurable and could be operated 

in different modes.  Circuits have their unique characteristics and thus have 

unique volt‐var configurations.  Examine existing functionality within the DMS 

applications (Alstom,Telvent) that would give us the ability and flexibility to 

operate IVVC in various modes simultaneously, such that the same operating 

model would not necessarily apply to all circuits

100.00

72 Fleet Barcoding functionality of inventory in Maximo: Ability to receive inventory 

into Maximo and issue inventory to an asset in a Maximo work order

100.00

73 Fleet Fuel System Card Readers: Automated systems for no more than 19 that track 

fuel consumption for underground on‐site storage tanks currently in use in 

Midwest

100.00

Page 11: Capital Investment Planning Workshop report

Dan Woodall ID Category Item Index

1 AMI Car West AMI ‐ added scope: Add scope of 20k meters to existing project and 

to 2014 plan. (Dependency on timely approvals including DOA and Itron 

ability to deliver)

100.00

2 AMI Indiana AMI: Begin planning phase in Sept 2014 with Commit gate in Jan 

2015.  2014 spend for Planning would be capital

100.00

5 AMI Marietta AMI Change out: Remove 2300 Echelon/Ambient meters and 

replace with Itron/Cisco standard solution

100.00

6 AMI IPv6 Itron NMS Pre‐Deployment: IPv6 Pre‐Deployment for Itron NMS 100.00

38 Distribution Automation CDO Self Healing Teams: Expand Self Healing team penetration in Car East 

jurisdiction. 90 targets identified. Proposed 2014 scope: Install 20 tie point 

reclosers.

100.00

41 Distribution Automation N‐Rel Smart Inverters: Modeling simulation of smart inverters working with N‐

Rel's power hardware in the loop and Alstom's DMS

100.00

55 Distribution Infrastructure Replace LineTracker units with Tollgrade sensors: Replace aging LineTracker 

units with Tollgrade sensors in DEC and extend to other jurisdictions (I&V 

Team idea)

100.00

56 Distribution Infrastructure RDR Project ‐ FL DLC Switch Purchases: RDR Project purchase 2Function Wi‐Fi 

DLC Switches for 2015 installation.  

100.00

65 Electric Vehicles DE Fleet Charging Infrastructure: EV Charging Infrastructure to support DE 

fleet vehicles

100.00

66 Facilities Facilities: Mold remediation at Lancaster grew from $750K to almost $2M 100.00

109 Hardware & Telecom Midwest Microwave Buidout: Request a review by IT Telecom for 

opportunities to ramp up the microwave system in the Midwest in order to 

reduce ongoing third party telecom cost for data lines.  In so doing, this 

would likely enable greater bandwidth at our sites, while 

reducing/eliminating some third party leased data lines.

100.00

128 Software Enterprise: Enterprise – Cisco – License for 4.0M Endpoints in NMS ‐ 2014 100.00

134 T&D Tools C & M Climbing Tools: Safety equipment ‐ Belt, hooks, buck squeeze, pads, 

tool bag, tool pouch, 

100.00

135 T&D Tools Transmission Tools: LLBH/Hot Sticks, Slings/Rigging Equipment, Portable 

Power Tools, Battery Operated Power Tools

100.00

136 T&D Tools Relay Equipment: Megger MPRT 3 Phase Relay Test Set 100.00

137 T&D Tools Relay Equipment: CT Test Set Vanguard EZCT 2000C 100.00

Page 12: Capital Investment Planning Workshop report

Appendix

Complete Capital Investment Ranking List

RankIndex

ScoreID Category Item

1 3.79 135 T&D ToolsTransmission Tools: LLBH/Hot Sticks, Slings/Rigging Equipment, Portable Power Tools, Battery

Operated Power Tools

2 3.67 134 T&D Tools C & M Climbing Tools: Safety equipment - Belt, hooks, buck squeeze, pads, tool bag, tool pouch,

3 2.65 2 AMIIndiana AMI: Begin planning phase in Sept 2014 with Commit gate in Jan 2015. 2014 spend for

Planning would be capital

4 2.52 1 AMICar West AMI - added scope: Add scope of 20k meters to existing project and to 2014 plan.

(Dependency on timely approvals including DOA and Itron ability to deliver)

5 2.43 48 Distribution InfrastructureHydraulic Reclosers: Replace hydraulic reclosers with low/no maintenance solid dielectric/vacuum

bottle reclosers

6 2.43 49 Distribution InfrastructureOH Line Sensors: Issue analysis and resolution for existing line sensors; CM, training, BPM to sustain

(500 sensors that are not currently functioning …)

7 2.36 5 AMIMarietta AMI Change out: Remove 2300 Echelon/Ambient meters and replace with Itron/Cisco

standard solution

8 2.29 37 Distribution Automation

DEP Feeder Segmentation Project. In flight project: Full Scope: Install multiple upgraded and new

electronic reclosers from 2011 - 2014, including IPP locations. Proposed new 2014 scope: Install

reclosers at 8 IPP locations recently targeted by Grid Management.

9 2.22 114 Hardware & TelecomAdditional screens and technology for storm centers: As we leverage more technology in the storm

centers, we will need more screens to display the information.

10 2.22 61 Electric Vehicles Expand the fleet of plug-in vehicles: Use as pool vehicles for employees travelling locally on business

11 2.19 36 Distribution AutomationDA Fla: Accelerate DA Florida project currently slated to start in 2015. 2014 proposed scope: Install 30

electronic reclosers in targeted locations.

12 2.18 8 AMIAdditional Meter Coverage: Swap out non-mesh meters in Ohio where there is weak communications

structure.

13 2.01 73 FleetFuel System Card Readers: Automated systems for no more than 19 that track fuel consumption for

underground on-site storage tanks currently in use in Midwest

14 1.99 39 Distribution AutomationCDO Tie Line Projects with Automation: Add tie lines to increase switching options and flexibility.

Proposed 2014 scope: Pull highest value project forward.

15 1.98 34 Distribution Automation Automatic disconnection of distributed generation (smart inverters):

16 1.96 55 Distribution InfrastructureReplace LineTracker units with Tollgrade sensors: Replace aging LineTracker units with Tollgrade

sensors in DEC and extend to other jurisdictions (I&V Team idea)

17 1.95 3 AMIAMI project optimization in Car East and Fla: Scope addition to existing Car East / Florida AMI project

to continue RF mesh optimization due to foilage increase since mesh deployment.

18 1.92 53 Distribution Infrastructure

Neutral current CT’s on fixed (un-switched) cap banks : It is my understanding Duke Midwest have

been leveraging a Cooper “Outage Advisor” neutral current CT’s on fixed (un-switched) cap banks for

years to help proactively identify questionable or failed capacitors/blown fuses. Duke West, Duke

Florida and Duke Progress has never had the funding to add neutral CT monitoring on their fixed cap

banks but I understand Duke Florida is considering such a project this year utilizing the Tollgrade

sensor. My suggestion would be to add Communicating neutral CT’s on Duke Florida, Duke West and

Duke Progress fixed capacitor banks at a cost of around $700-$1000 each plus labor (price depends on

vendor and technology).

19 1.86 4 AMIKentucky AMI Planning: Begin planning phase in ??? 2014 with Commit gate in???. 2014 spend for

Planning would be capital

20 1.84 52 Distribution Infrastructure

Neutral current CT’s on switched cap banks: Both Duke West and Duke Midwest have been leveraging

neutral current CT’s of switched cap banks for years to help proactively identify questionable or failed

capacitors/blown fuses. Duke Florida and Duke Progress has never had the funding to add neutral CT’s

but their CBC is equipped with the neutral CT input. My suggestion would be to add neutral CT’s on

Duke Florida and Duke Progress switched capacitor banks at a cost of around $150 per site, plus labor

21 1.74 110 Hardware & TelecomDuke WLAN Expansion at Op Centers: Increase Duke Wireless LAN coverage at Op Centers (prepares

us for increased use of mobile devices), including dock areas.

Only 110 capital investments represented in the list due to the grouping of

three categories within T&D Tools and new project ideas which weren't scored.

Page 13: Capital Investment Planning Workshop report

RankIndex

ScoreID Category Item

22 1.73 54 Distribution Infrastructure

Tollgrade current sensors behind non-communicating hydraulic reclosers: Both Duke West and Duke

Midwest have been leveraging Tollgrade current sensors behind non-communicating hydraulic

reclosers for the past 1-2 years. I understand Duke Florida is considering such a project this year

utilizing the Tollgrade sensor. I suggest Duke Progress be given the opportunity to leverage this proven

sensing technology at hydraulic recloser sites. The combination of FMS and Tollgrade sensors at

hydraulic recloser sites can be a powerful solution

23 1.73 115 Hardware & Telecom

Purchase more ruggedized laptops : Purchase more ruggedized laptops that are truly made for field

use and mobility now that smart phones will no longer be the norm for the company.  Many

employees I speak with think the company is going in the wrong direction with mobile technology and

how it can help improve employee job performance in the field and response.

24 1.72 10 AMI Move Forward MDM Work: Complete the Ohio Conversion and prepare for Indiana AMI rollout.

25 1.72 65 Electric Vehicles DE Fleet Charging Infrastructure: EV Charging Infrastructure to support DE fleet vehicles

26 1.72 18 DataGIS Cleanup: Validate and correct all GIS data points from substation to meter in all jurisdictions;

process development and training for ongoing maintenance/sustainment

27 1.71 76 Fleet Hydraulic Tools: Portable pin press, etc.

28 1.71 35 Distribution Automation IVVC Car West: Begin planning, engineering, and data validation

29 1.71 40 Distribution AutomationIVVC Burlington Pre-Deployment: Pre-Deployment of IVVC in Carolinas; BPM, Modeling, CM, training

development for full deployment

30 1.71 62 Electric VehiclesEmployee/Workplace Charging Infrastructure at DE Facilities: EV Charging Infrastructure to support DE

employees at company facilities

31 1.65 19 Data

PI Historian functionality: Determine ways to better leverage, utilize, and capture more information in

the enterprise PI Historian that could be used for Planning, PQR&I, Grid Mod purposes and help us

make better business decisions and operate our systems more efficiently.  For example, having

enough information to determine the load factor of a circuit/feeder can be used a criteria for

identifying how effectively and efficiently a circuit is utilized and identify high candidate circuits for

IVVC that bring the most value

32 1.65 43 Distribution Automation

DMS operability in various modes: DMS is configurable and could be operated in different modes. 

Circuits have their unique characteristics and thus have unique volt-var configurations.  Examine

existing functionality within the DMS applications (Alstom,Telvent) that would give us the ability and

flexibility to operate IVVC in various modes simultaneously, such that the same operating model

would not necessarily apply to all circuits

33 1.65 14 Customer HardwareHOM - DEO: Duke Energy take ownership of thermostats and capitalize the volume of units, plus

install costs

34 1.20 136 Grp T&D Tools

Relay Equipment: Megger MPRT 3 Phase Relay Test Set, CT Test Set Vanguard EZCT 2000C, Enoserv

RTS Key for Megger MPRT, Megger Battery Ground Fault Tracer 2461008, Megger Battery Impediance

Tester - Bite 2, Oscilloscope Tektronics THS-720A

35 1.64 124 SoftwareVeg Mgmt Land Based Asset Mgmt System: Utilize LIDAR technology to develop a corridor approach,

condition based VM maintenance program.

36 1.63 46 Distribution Automation

Expand DEP FMS type capabilities across the enterprise: Legacy Progress Energy’s DCC uses FMS to

locate faults and communicate fault locations to dispatched crews.  Over 83% of the time, the DCC is

able to put a crew at a fault location within one span in less than 3 minutes.  For the times when FMS

cannot accurately locate the fault, Grid Engineers can do so with waveform data pulled in from FMS. 

Legacy Progress’ Account Managers frequently use the query functions of the FMS to provide accurate

date/time/magnitude/duration of events for any interval of time up to five years’ worth of data. This

system gives the Account Managers the tools to quickly and accurately provide pertinent event data

to their customers without involving power delivery personnel.  Legacy Progress PQ Engineers

typically use the waveform data to analyze events and abnormal disturbances on the system. 

37 1.58 47 Distribution Infrastructure House Power Panels: Replace current House Power Panels with standard breaker panel & meterbase

38 1.58 107 Hardware & TelecomComputer Hardware and Bandwidth Upgrades : Improvement to existing computer performance and

communication bandwidth to correct current poor performance.

39 1.55 108 Hardware & TelecomPrinting Solution: Request a review by Corporate IT to determine if additional print servers or new

printers are needed to overcome the slowness in printing jobs, especially in the Midwest.

40 1.55 38 Distribution AutomationCDO Self Healing Teams: Expand Self Healing team penetration in Car East jurisdiction. 90 targets

identified. Proposed 2014 scope: Install 20 tie point reclosers.

Page 14: Capital Investment Planning Workshop report

RankIndex

ScoreID Category Item

41 1.55 81 Fleet Additional Laptops for Garage use: ability to control the loading and updating of diagnostic programs

42 1.54 133 T&D Tools Storage Area for WG Florida: New Hire Supplies - restock tools, equipment, attire

43 1.53 78 Fleet Fleet Management System : Software that assists with titling, licensing and registration

44 1.52 29 Distributed Energy ResourcesSolar Modeling: Model solar in GIS/DMS for all jurisdictions; process development and training to

sustain

45 1.52 15 Customer Hardware HOM - DEC/DEP: Expand HOM into the Carolinas in 2015.

46 1.51 6 AMI IPv6 Itron NMS Pre-Deployment: IPv6 Pre-Deployment for Itron NMS

47 1.48 56 Distribution InfrastructureRDR Project - FL DLC Switch Purchases: RDR Project purchase 2Function Wi-Fi DLC Switches for 2015

installation.

48 1.47 28 Data Data Analytics: Implement Asset Management Data Analytics Use Case

49 1.47 42 Distribution Automation Install regulators : accelerate IVVC locations and get the benefit of the regulator now

50 1.46 113 Hardware & Telecom

Tablets to support damage assessment application: We plan to adopt an application that contract

damage assessors can access from their own device, but will likely need some additional devices for

employees in DA roles.

51 1.46 20 Data

AMI-Distribution Automation integration: Determine how to leverage AMI data for distribution

automation purposes.  This could help lower the quantity (and cost) of end-of-line medium voltage

sensors on the distribution line

52 1.45 70 Fleet AMI: Additional advanced meter infrastucture assets for Carolinas

53 1.45 31 Distributed Energy ResourcesDG: Customer Energy Storage - Integration of thermal energy storage for summer peak reduction.

Devices (Ice Bear) would be located on customer commercial roofs with PTAC HVAC installations.

54 1.44 72 FleetBarcoding functionality of inventory in Maximo: Ability to receive inventory into Maximo and issue

inventory to an asset in a Maximo work order

55 1.44 17 Data

Build Out Reporting Hubs: Build out additional reporting hubs to support cross-DOS/T/G reporting.

For example, move remaining outage-related data (ITR/ETR, Cause Code, Truck info, etc) into OMS

History Datamart; move core transmission work info from Cascade/Primavera/eMax into new

reporting hub;

56 1.43 66 Facilities Facilities: Mold remediation at Lancaster grew from $750K to almost $2M

57 1.42 75 Fleet Hydraulic Filter Carts: for all Florida garages and garages that do not currently have them

58 1.41 63 Electric VehiclesCustomer EV Charging Solutions: Residential: EV charging infrastructure solutions to support DE

residential customers

59 1.41 116 SoftwareDamage Assesment Tool: Purchase and deploy a Damage Assessment tool that aligns with our mobile

strategy.

60 1.40 9 AMIEnd to End Net Metering: Develop an end to end (meter to cash) platform to enable Net Metering at

scale.

61 1.39 111 Hardware & Telecom Mobility tools with camera functionality: Install Tablets in trucks with MIFI

62 1.39 7 AMI AMI: AMI through Broadband - Cable Vendor Partnership

63 1.37 128 Software Enterprise: Enterprise – Cisco – License for 4.0M Endpoints in NMS - 2014

64 1.36 74 Fleet

Veeder-Root Systems: Automated system that monitor and track fuel tank levels to offer additional

protection from potential tank leaks in underground fuel tanks . Reduce need for as frequent "sticking

tanks' to measure inventory and increases accuracy of tank measurement

65 1.36 45 Distribution Automation

Distribution test areas need to be established in the other Duke areas (Duke Florida, Duke Progress

and Duke Midwest): While listening to the Emerging Technology organization talk about their many

projects and field trials, there seems to be one common denominator and that is all work is taking

place around Charlotte or at least in the Duke West area. I think distribution test areas need to be

established in the other Duke areas (Duke Florida, Duke Progress and Duke Midwest) in order to get

the diverse feedback and input these areas can add. I think moving technology from the Emerging

Technology group to Grid Mod and ultimately to the business will be more successful if other

geographic areas can be participants at the Emerging Technology level.

66 1.35 79 FleetInternet connectivity through entire garage: ability to connect to the internet no matter where you

are within the garage

67 1.35 67 Facilities

Additional Mobile Storm Command Centers: DEP and DEF have two mobile command centers in each

area, but DEC and Midwest do not. DEC team said they do not see value in owning mobile command

centers because they have been satisfied with renting RV's when needed.

68 1.32 50 Distribution InfrastructureBacklot OH conversions: There are a lot of back lot, small wire areas that need to be converted to

front lot UG. These areas are nightmares for storm problems and most are extremely old – end of life.

69 1.32 13 Billing Power Factor Billing: Begin calculating bills using data from the kVAR channel

Page 15: Capital Investment Planning Workshop report

RankIndex

ScoreID Category Item

70 1.30 27 Data Data Analytics: Implement Revenue Protection Data Analytics Use Case

71 1.30 162 Workforce Add additional line construction resources to achieve capital workplan:

72 1.30 21 Data More accurate GIS model:

73 1.30 30 Distributed Energy Resources

DG: Distributed Generation for Customers with Intermittent Renewables (PV) - Proposed program for

supply of Duke owned energy storage systems for customers with intermittent renewable systems.

Provide smoothing, energy shifting and backup for selected loads during outages.

74 1.28 12 Billing

Challenge/ Change the traditional billing model of Cost per KiloWatt-Hour: The company revenues are

tied to load.  With a slow economy and more customer focus on energy efficiency and renewable

resources (distributed generation), the company is challenged with low load growth.  The traditional

model of charging customers on a cost per kiloWatt-Hour basis may need to revisited so that

customers pay their equal share of energy consumption.  This is not a quick and simple fix but worth

looking into for future.  Are there ways to leverage the new technology meters to do more than just

serve as a KiloWatt Hour meter

75 1.28 64 Electric VehiclesCustomer EV Charging Solutions: Commercial: EV charging infrastructure solutions to support DE

commercial customers (e.g. public charging)

76 1.28 109 Hardware & Telecom

Midwest Microwave Buidout: Request a review by IT Telecom for opportunities to ramp up the

microwave system in the Midwest in order to reduce ongoing third party telecom cost for data lines.

In so doing, this would likely enable greater bandwidth at our sites, while reducing/eliminating some

third party leased data lines.

77 1.27 112 Hardware & Telecom Tablets with a Duke APP to include safety, procedures, maps, etc. for contractors working storms. Etc.:

78 1.26 32 Distributed Energy Resources Duke sponsored/ owned PV farm in Florida:

79 1.24 41 Distribution AutomationN-Rel Smart Inverters: Modeling simulation of smart inverters working with N-Rel's power hardware

in the loop and Alstom's DMS

80 1.24 22 DataOrder Hub: Database where order data from the CIS, eMax, MWMS, etc is stored so that applications

have a view into field/remote orders.

81 1.23 68 Facilities Facilities project mgmt: Identify a facilities major project requiring capital investments

82 1.19 121 Software

Transmission Line Level 1 Equipment: Capstan Hoist/Good Rigging System, Steel Pole Ladders (60),

Conex Box for Storage, Wire Grips (12), Battery Operated Power tools (DEF, DEMW), Magnetic Drill

(DEF, DEMW), Light Duty Pole Jacks (DEF, DEMW), Generator 4kw (DEF, DEMW), 60 Ton Press for line

construction, dies (DEF, DEMW), Tool Barn to store tools and materials (25 x 25) - DEMW

83 1.18 69 Fleet Facilities project mgmt: Identify a facilities major project requiring capital investments

84 1.17 82 FleetParts Software: ability to use manufacturer parts numbers for our data entry and if needed a cross

reference interface to convert to existing part numbering

85 1.17 57 Distribution InfrastructureRelocate Breaker & Storage Area for Inglis Florida: Relocate Breakers to Brick Building for Training &

Build Pole Barn for outside Training Activities

86 1.16 120 SoftwareClaims Billing Tool : Purchase an "off the shelf" tool to replace the microsoft access database that is

being developed

87 1.14 142 Grp T&D Tools

Transmission Line Level 1 Equipment: Capstan Hoist/Good Rigging System, Steel Pole Ladders (60),

Conex Box for Storage, Wire Grips (12), Battery Operated Power tools (DEF, DEMW), Magnetic Drill

(DEF, DEMW), Light Duty Pole Jacks (DEF, DEMW), Generator 4kw (DEF, DEMW), 60 Ton Press for line

construction, dies (DEF, DEMW), Tool Barn to store tools and materials (25 x 25) - DEMW

88 1.15 44 Distribution Automation

IVVC as a standardized PQR&I resilience program: As the cost of Distributed Renewable Resources

decreases, there could be higher penetration levels of distributed technologies on the Grid.  Dynamic

capabilities of IVVC within DMS (Distribution Management System) will help mitigate the potential

overvoltage and intermittent challenges on the system.  IVVC could become part of a normal PQR&I

program for system resilience

89 1.15 33 Distribution AutomationLighting power source identification: To know where lights are located, so it can be disconnect and re-

connect

90 1.14 77 Fleet ABC software module: Software that assists in design & development of training materials

91 1.14 83 Fleet

Fleet Training Room/supplies: With all projected fleet turnover and existing fleet training needs having

dedicated props for training purposes. Hydraulic boards with pump, valves, cylinders, motors and the

like are available where you hook on the hoses and test equipment with quick couplers. This is a great

tool for teaching someone about hydraulics.

92 1.12 123 Software Vehicle Management System: Optimize routing, equipment use and dispatching operations.

Page 16: Capital Investment Planning Workshop report

RankIndex

ScoreID Category Item

93 1.11 132 T&D Tools

Logistics Materials: I did not poll all areas, but DEC logistics suggested the following:

• We would like consideration for the purchase of John Deere gators to be used at large staging sites;

may need to evaluate purchase vs rent

• Knowing how communications can be sketchy in the West Zone, should we consider additional

telecomm mobile units for better radio coverage

• Additional items for storm kits (we can provide a list if approved)

• Staging site signage

• Portable generators

• Scanners

• Two-way radios

• Enclosed trailers

94 1.10 117 Software BPM tool: Analysis & modeling tool to help map & optimize existing processes.

95 1.10 16 Cyber Security

Cybersecurity: With the increased proliferation of computing devices and automation of equipment,

the company needs to do due diligence to identify and test for potential vulnerabilities .  Invest in

proper/additional layers of protection needed for robust response and rapid recovery plans to protect

against/prevent the occurrence of cyber-attacks

96 1.09 80 Fleet Scheduling Too: A tool to help up schedule customer maintenance repairs

97 1.07 23 Data Data Analytics: Data Virtualization\Federation - ALT

98 1.06 51 Distribution Infrastructure OH Feeder Conversions: UG feeders in heavily treed areas

99 1.05 126 SoftwareARCOS SOS module or update of RSVP tool: Module to capture and manage storm support roles for

employees not in line organizations.

100 1.17 152 Grp T&D Tools

Substation Level Equipment: DGA Monitor (Portable for Transformer Oil, Hot Stick Tester, Infared

Camera, Portable Oil Moisture Meter, Oil Moisture Tester, Phasing Sticks (Wireless 208-88KV), SF6

Moisture Analyzer, Transformer Winding Resistance Tester, Oil Filter Press

101 0.99 127 Software

Crew location tracking during storms: Resource teams have not expressed interest in this capability,

but other utilities are adopting it to improve situational awareness about location of resources relative

to outages. Could invest in GPS units to issue to crews or install GPS capability in trucks not equipped

today. Technology already exists to track smartphones if owner grants permission.

102 0.94 122 Software Communications Tool: Purchase a communications development and distribution tool

103 0.94 125 SoftwareInterface between ARCOS and RoD: Build an interface between ARCOS and RoD to eliminate the

manual data entry into RoD.

104 0.92 26 Data Data Analytics: Informatica Big Data Edition - ALT

105 0.86 25 Data Data Analytics:

106 0.84 119 Software Predictive analytics of assets:

107 0.72 24 Data Data Analytics: Advanced Analytics Foundation / Big Data Platform / ALT

108 0.70 71 Fleet BPM tool: Analysis & modeling tool to help map & optimize existing processes.

109 0.55 118 Software Consolidated, common Customer Management software:

110 0.25 129 Software DR: Commercial Auto DR SAAS (Solution As A Service) Opportunity

* Multiple capital investments grouped together based on equipment similarity and high correlation of participant scores


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