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

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

2. OSIsoft () and Ice Energy (i e)  i ei + 1 = 0 “You’re Irrational!!” “Get Real!!”

3. 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

4. Ice Bear: Typical Rooftop Installation

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

6. 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

7. 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

8. 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

9. 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?

10. The Utility’s Perspective: SCADA

11. 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 utility’s 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

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

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

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

15. 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

16. OSIsoft’s 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 99.995% (100% with 3-server collective) • Shadow Servers for auto-replication at remote locations

17. OSIsoft PI at Ice Energy • Ice Energy PI Infrastructure: Reliable, Scalable • Heart of Ice Energy’s 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 OSIsoft’s Center of Excellence

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

19. Monitoring & Diagnostics Raw & Cleansed Data (PI) Absolute Sensor Limits (ACE) Op Mode (ACE) Modal Sensor Limits (ACE) PI Notifications Application Data (AF) KPI’s (ACE) Auto Fault Diagnostics

20. Monitoring Upper Bound Signal Lower Bound

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

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

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

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

25. 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 don’t impose ourselves on the architecture, rather, we are designed to fill in the gaps and dovetail with what exists.

26. Thank You Questions?