Smart Water Heater Project Update. Residential Two-way Water Heater Load Control Pilot

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Smart Water Heater Project Update EPRI Smart Grid Advisory Meeting Albuquerque, New Mexico October 13, 2009 1 Residential Two-way Water Heater Load Control Pilot Purpose Demonstrate a two-way water heater load control system Shift peak load minimizing customer impact Capture operational data and usage profiles to support Measurement & Verification Project participants Bristol Essential Services (BTES) including BTES selected water heater program customers Carina Technology, Inc. (Communications, AMI, and controls development) EPRI (Project analysis and evaluation) TVA (Project development and management) 2

Technical Report Available Report 1020213, available to members for download 1020213 Final Report, September 2009 3 Residential Water Heater Controller Development Project Phases Phase I - Alpha version controller 25 units Phase II - Beta 1.0 units 250 units gather demographic and baseline comfort data, develop a plan to test Load Control Schemes, analyzing preliminary data Phase III Beta 2.0 units - testing of 5000 units develop seasonal data and baseline data validate actual peak shifting, fine tune Load Control Schemes for various demographic user groups obtain third-party analysis and validation, 4

System Installation 5 All Installs were Retrofits Existing AMI System, Remove 1-way WH System, Install 2-way WISE Unit Install ZigBee Module Remove one-way Control Device Install WISE Unit 6

System Hardware Meter Collar Communications Box (Optical Network Terminal) Meter: L&G Focus Water Heater Information Solution (WISE) Unit 7 Installation Lessons Learned ~4 Installations per day per installer (Retrofit) Average install time ~1 hour (all from 1/2 hour 3 hour) BTES strong relationship with customers invaluable Installation schedule & management very important Training & Staging critical to reduce install time No issues with ZigBee wireless connection Considering Pre-Install Walkthru Thermocouple Routing (Outside vs. Inside) End-to-End Verification Bottlenecks 8

Water Heater Control Example Shift as much load as possible without causing discomfort 160 140 120 100 Temperature 80 60 40 20 0 9 0:00 0:40 1:20 2:00 2:40 3:20 4:00 4:40 5:20 6:00 6:40 7:20 8:00 8:40 9:20 10:00 10:40 11:20 12:00 Time TopTemp BottomTemp AverageTemp Top Set Point Bottom Set Point 12:40 13:20 14:00 14:40 15:20 16:00 16:40 17:20 18:00 18:40 19:20 20:00 20:40 21:20 22:00 22:40 23:20 Controlled vs. Non-Controlled Mode Water Heater & House kwh Customer X *Note: Not a controlled data set, but from same customer 10

Controlled vs. Non-Controlled Mode Water Heater & House kwh. 5-Day *Note: Not a controlled data set, but from same customer 11 Water Heater Load Shape Impacts Thursday, August 27, 2009 7.000 Actual BTES Water Heater Load Shape @ 110 Control 6.000 On-Peak Rebound 5.000 kw 4.000 3.000 ΔkWh = 3.3kWh ΔkW hr(17-18) =.85kW 2.000 1.000 12 0.000 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 Hour of the Day

Water Heater Data Interactions 1. Type of dwelling (3) 2. WH Capacity (GAL) (3) 3. Clothes Washer? (2) 4. Dishwasher? (2) 5. # of persons in household (5) a) Ages: 0-5 b) Ages 6-13 c) Ages 14-18 d) Ages 18-65 e) Ages over 65 Initial stratifications suggests 190 stratification cells. Total sample size would need to be far in excess of expected 250 sites in the initial evaluation Source: Modeling Patterns of Hot Water Use in Households, Lutz et al., Ernest Orlando Lawrence Berkeley National Laboratory, November 1996 Customer Satisfaction = f( draw ) Utility value = f (shifted kwh) less rebound Shifted kwh = f(usage, script) Usage = f( # people, their ages, dishwasher, washer, ownership) Draw = f( usage, WH Capacity, recovery time, script, script duration) Exogenous Variables Usage 13 Control Variables Script Script duration Proposed Scripts 120 110 105 Final BTES Summer 09 Stratification Number of Monitored Sites = 117 (Sites per Cell / Control Sites in ( ) ) Sites w/ Dishwasher Sites w/o Dishwasher No Seniors Seniors No Seniors Seniors 1-3 Occupants 50 (24) 20 (9) 13 (4) 6 (3) 4 or more Occupants 20 (10) 0 8 (4) 0 14

Satisfaction Survey Weekly Survey How satisfied were they with the quantity of hot water delivered when needed Points awarded based on timeliness of survey completion Awarded $25 or $50 gift card based on points Points applied towards entry for a grand-prize: Flat Screen HDTV Satisfaction Rating: 4.64 (1-5, 5 being best) Email response rate was 67.9% over the five week trial. 15 Customer Surveys Sample of Customer Comments: We did lose hot water on a Sunday Morning - after all family had showers I am really pleased to be part of your new monitoring system. I think it is a great way to manage water heaters It is taking longer to get hot water and with new baby this is NOT convenient Our water heats up quickly and do not have to worry about running out. We love the hot water heater, any time we need hot water we don't wait which is wonderful Water is too HOT! 16

Next Steps Full scale impact assessment planned for coming winter and following summer Interim report on load shifting impacts for summer 09 and review of rebound impacts Summer Pilot Results will help refine stratification Review of rebound effects and test of potential mitigation strategies Other Tech Transfer Requests? Webcast on interim summer results? Webcast on Technology Details (Carina, BTES, TVA, EPRI) Other? 17 Questions? 18