STRATEGIC ALLIANCE
May 20, 2019
AGENDA Discussion Topic
Moderator
Duration
• Welcome & Introductions
All
05 Min
• Panasonic & COS Strategic Partnership
Jarrett Wendt
05 Min
• CSU Strategies & Priorities
Arum Benyamin
20 Min
• CityNOW Applied Innovation
George Karayannis
05 Min
• Utility Advisory Services
Dexter Gauntlett
15 Min
• Project Alignment & Next Steps
All
10 Min
TEAM PANASONIC CITYNOW
Jarrett Wendt | Executive Vice President
Alan Gotcher | Sr. Architect, Energy Storage
Dexter Gauntlett | Director Utilities
Jarrett is charged with leading Panasonic’s Smart Cities initiative CityNOW leveraging the strengths of Panasonic’s history in smart and sustainable solutions, including solar, battery storage, micro-grids, mobility solutions, healthcare. He also leads corporate partnerships for Panasonic providing large-scale solutions. Jarrett created Panasonic’s Connected Vehicle business, signing the largest CV contract in US DOT history with Colorado Department of Transportation.
Alan is responsible for creating and building CityNOW’s Energy Storage business and Energy Storage product development and delivery for utility, C&I and residential markets. He has a proven track record in product and business development having lead public and private company teams to design, build, monitor and operate over 44 battery power plants providing 275+ MWs of power for micro-grids to Utility companies, IPPs and C&I customers in the USA, Germany, the United Kingdom, Italy and Portugal.
Dexter leads CityNOW’s Smart City Utility Advisory Services, to deliver transformational smart city offerings across distributed energy resources, mobility, decarbonization, and social equity. Dexter has 15 years experience working at the nexus of clean-tech, IoT, water, and utilities in the US and overseas. He previously led Navigant Research’s custom research division and has directed more than 50 market research and strategy engagements with leading utilities, Fortune 500’s, startups, and investors.
George Karayannis | Executive Director George’s team helps utilities define smart city strategies and implement innovative new products and services for their municipal and real estate developer customers. Previously, George led Schneider Electric’s smart city team and Lockheed Martin’s smart grid team, and his background is in emerging technologies and complex systems.
Chris Gustafson | Sr Manager, Quality & EHS Project planning and execution for optimal stakeholder and key partner outcomes. Experienced in the public and private sector for delivering high quality projects for long term operations and reliability. Key stakeholder relationship development and maintenance to ensure project front end goals are succinctly defined and successful roll out and completion of complex products is achieved.
Harris Kalofonos | Project Manager, COS Harris is relationship architect. He is responsible for all smart city initiatives for Olympic City USA (Colorado Springs). Prior to joining Panasonic Harris worked at five Olympic Games and has see first hand city level transformations. Harris is a ULI member and has founded a youth Olympic leadership education program. His extensive Olympic experience and branding background is a key asset for customer relationships and sharing the story of CITYNOW.
Timeline Colorado Springs & Panasonic Strategic Alliance Smart City Planning
US Olympic Museum
Jan 2018
SW Downtown District Master Plan
Oct 2018
Dec 2018
Fire Station Microgrid Proposed
JAN 2019
APR 2019
Smart City Solution Pilot Program Proposed
MAY 2019
Airport Parking Microgrid Proposed
FUJISAWA
PENA STATION NEXT
UTILITY
APPLIED INNOVATION
CityNOW Utility Advisory Services: Applied Innovation in the Public Good May 20, 2019
Dexter Gauntlett
Straddling Eras and the Democratization of Energy Renewables & Distributed Generation Era
100% Era: Connected, Resilient, Decarbonized
Drivers: Universal access to Safe, Reliable, affordable Electricity
Drivers: Climate, Pollution, CostEffectiveness
Drivers: Customer Demand, Disaster Preparedness, City goals, Decarbonize
Can we invent it?
Can we invent it?
Can we connect it?
Can we build it?
Can we build it?
Can we protect it?
Can we scale it?
Can we scale it?
Can we store + stack it?
Central Generation Era
Zero-Carbon by 2050
Full Muni: Go/No-Go by 2020
Can we ratebase it? Can we future-proof it? Will it improve city “-ities”?: • Equity issues • Housing affordability • Mobility
12% EE, 20% RE by 2024, Decom. Drake
CSU Strategic Plan “The combination of evolving customer expectations, emerging technologies, changing demographics...“ “Essentially flat projected energy and water unit usage and resulting low revenue growth rates create a challenge to fund existing operations and growing customer needs.” “Renewable energy and battery storage costs continue to decline while electric vehicle technologies are advancing quickly.
“...lower costs for natural gas. This low fuel-cost environment, along with increased regulations and customer expectations, will likely result in a fundamental shift in the electric generation portfolio.” “…we must now increase our investment in new technologies. This will allow us to operate more efficiently, enable customer connectivity and provide advanced utility services for the next generation of customers.
CSU Strategic Plan Forcing Functions / Opportunities EIRP due in 2020 Drake Transmission Plan AMI Infrastructure Upgrade Critical Infrastructure + Military Resiliency Distributed Energy Resources E-mobility
Panasonic Operational Approach CityNOW specializes in Applied Innovation in the public interest
Operating as an internal change agent, accelerating current plans, understanding constraints
To unlock shared outcomes
2) Smart City Technical Support 3) MultiStakeholder Alignment 4) Utility Innovation Platforms
Utility Challenges Panasonic Off-Grid Wireless Resiliency (POWR) Products
Future Solutions (e.g. Resiliency-as-aService)
Regulatory Transformation
Innovation
Climate Change & Resiliency
1) Business Model
Direct Access to Subject Matter Experts for In-Scope Projects
Increasing Customer Demands
Full-Time CityNOW Program Manager Onsite with Utility
Legacy Fossil Power Plants
CityNOW Utility Advisory Services
Approach
CityNOW Utility Innovation & Advisory Services accelerate the development and deployment of innovative smart city strategies and solutions that will be successful today and support an evolving regulatory structure. Extensive Expertise Bringing Innovation to Market
Strategy, Market Research, Competitive Landscape, Multiparty Financial & Value Stream Analyses, Smart City & Resiliency Solutions & Service Models, Senior Leadership Coaching
Future-Ready Business Models
Direct On-Call Technical Support (e.g. Microgrid Design, Battery Sizing, 5G Planning, etc.), RFP Support, Technology Identification & Vetting, Smart City Solution Implementation
Successful Smart City Deployment
Ensure utility priorities represented with developers, cities, transportation and econ. development agencies, while building capacity of utility staff to realize shared vision of future
Org. Transformation, Thought Leadership
Jointly Identify high-value new smart city products and services co-developed & incubated with strategic utility partners and Panasonic, leveraging Panasonic R&D and partner capabilities
New Rate-Based Products & Services
Panasonic Value Added
Outcomes
Portland General Electric Situation: • • • • • •
Crawl
50% Renewable Portfolio Standard (2016) New CEO, Maria Pope (2018) 5 Large-Scale Real Estate Development Projects Portlandia Effect (“-ities rule the city”) Bungled Natural Gas Power Plant Construction Cap & Invest, Clean Energy Fund, Decarbonization
Walk
Run
CSU-Panasonic Project Alignment
Appendix
DEEP DIVE
PANASONIC Off-grid Wireless Resiliency (POWR) Platform 1 CONTROL PLATFORM + 3 PRODUCTS POLE | PACK | PAVILION INTEGRATED MANAGEMENT PLATFORM
KEY VALUE PROPOSITION TARGET CUSTOMERS UTILITIES CITIES DEVELOPERS
• • • • • •
New Revenue Stream Platform of Innovation Peak Demand Community Resiliency 5G Acceleration Public Relations
POLE
KEY STAKEHOLDER BENEFITS
PRODUCT DETAILS PRODUCT FEATURES • 11.5 kVA, 50kWh
UTILITY New Service Revenue Resource Adequacy Load Following Outage Mitigation Frequency Regulation Voltage Management PV Integration
CITY
•
Up to (2) 5G Small Cells
Streetlight / Traffic System Backup Public Safety Communications Resiliency – Disaster Recovery
•
IoT Integration
Community Aesthetic - Right-of-Way Stewardship
•
Inherently Safe Design
CUSTOMER
•
Fits Existing O&M Processes
•
Naturally Cooled
TOU Charge Reduction Demand Charge Reduction Peak Demand Reduction Operational Resiliency PV Integration
PACK
KEY STAKEHOLDER BENEFITS
PRODUCT DETAILS PRODUCT FEATURES • 11.5 kFA, 50kWh • Inherently save design • Underground protection • Easy to Install • 24/7 Monitoring
UTILITIES New Service Revenue Resource Adequacy Load Following Outage Mitigation Frequency Regulation Voltage Management PV Integration
CUSTOMER TOU Charge Reduction Demand Charge Reduction Peak Demand Reduction Operational Resiliency PV Integration
CITY Streetlight / Traffic System Backup Public Safety Communications Resiliency – Disaster Recovery Community Aesthetic - Right-of-Way Stewardship
PAVILION CONCEPT
KEY STAKEHOLDER BENEFITS UTILITIES New Service Revenue
PRODUCT FEATURES • • • • •
50kWh Microgrid + 12k Solar PV New Utility Revenue Easy to Install Community Point 24/7 Monitoring
Resource Adequacy Load Following Outage Mitigation Frequency Regulation Voltage Management PV Integration
CUSTOMER TOU Charge Reduction Demand Charge Reduction Peak Demand Reduction Operational Resiliency PV Integration
CITY Streetlight / Traffic System Backup Public Safety Communications Resiliency – Disaster Recovery Community Aesthetic - Right-of-Way Stewardship
POWR
FEATURE MATRIX Key Features 11.4kW / 50kWh BESS Encased in NEMA 6P Steel Vault X Concrete Caisson X
POWR Pack
POWR Pavilion X X
POWR Pole X X
NEMA 4 Above-Ground EncloSure X 4G / 5G and IoT System Integration
X
Video Surveillance Camera
X
12kW Solar PV Array (approximately a 20’ x 40’)
X
Weatherproof Tables and Seating
X
Outdoor Rated 120VAC and USB Charging Outlets
X
1 Year O&M and Data Monitoring Services X
X
X
10 Year Warranty on Battery X
X
X
1 Year Warranty on Balance of System X
X
X 18
SOFTWARE MANAGEMENT SYSTEM
BASE FEATURES • • • • • • • • • •
Live Monitoring Data Aggregation Notification Access Analysis Modeling Reporting Resilient Safe Scalable
ENERGY SOLUTIONS
GROUND MOUNT SOLAR
ROOFTOP SOLAR
CARPORT SOLAR
EV INFRASTRUCTURE
ENERGY STORAGE & MICROGRIDS
FUELING STATION FOR THE FUTURE
Components • • • •
DC Fast Chargers Battery Energy Storage Solar PV Canopies Energy Management Software
City of San Luis Obispo: 2035 Net Zero Goal 1. Research & Identify Gaps
2. Align Stakeholders & Organize Findings
Electricit y
Transport
Waste
Buildings
3. Prioritize
Adaptive Learning
CCA
HIP Investors Foundations
PG&E
5. Operationalize
1
City Engineering Dept. + Vendors
4. Link to CAP & Budgeting
Public Process
CALTRANS
County
Pooling Resources
Land Use
2
Business Models + Technolog y
• Climate Action Plan • Carbon Neutral City Plan • Financial Planning
Policy & Regulatory
3
Capital
System Integrators Developers
Crawl
Walk
• Vendors • Capex vs. Opex • Right of Way
Run
• Code • Regulations • Developer Engagement
• P3 Engagement • Capital Planning • 1-2 yr, 6-7 yr
Technology: Renewables, Gas, Batteries, Corporate PPAs 88 GW Flexible BTM Assets by 2023
66% Renewables, 34% Gas (2019 Forecast)
(Source: EIA)
(Source: GTM)
184 Corporate PPA’s (14 GW)
13 Services for Batteries (T&D, BTM)
(Source: RMI)
(Source: GTM)
Power to (and from) the People
Disintermediation: Cleaner, Faster, Cheaper • “CCAs are expected to serve 16% of the electrical load in California in 2020. But, it’s highly likely more CCAs will launch in the coming years, which could put this number at over 50% in 2020.” • CCAs could lead to achieving 2030 RPS 10 years sooner
• In California, every CCA (so far) has chosen to provide customers with more renewable energy than the competing utility and has done so at lower rates.
Climate Change & Resiliency
2003
25% of People in ModerateHigh Risk Fire Zone
2015
$600B In Damages
Utilities Pressured to Align with “-ities” (Livability, Equity, Mobility), Energy Goals
• Affordability (housing) • Equity: Energy Burden on Low Income Homes, People of Color • Mobility and EV Infrastructure • 100% is the new 50%
Energy Majors: More to Come Total Invests in SunPower, stem, Acquires Saft
Shell $2B War Chest: Sonnen, Greenlots, First Utility
Smart Cities is the Framework to Enable Co-Existence Community Innovation The CityNOW Pillar Process • Aligns Senior Executives and staff from diverse stakeholder organizations to produce integrated strategies and goals • Unlocks transformative P3 business models that produce highly impactful solutions.
Engagements
Southwest Downtown Smart District Master Planning
US Olympic Museum
Fire Station 21 Microgrid
Colorado Springs Airport Parking Microgrid
Colorado Springs Streetlight Pilots