Trends in North American UVM Trends in North American Utility Vegetation Management (UVM) William Porter Principal Author of CN Utility Consulting Utility Vegetation Management Benchmark & Industry Intelligence (2010) Trends in North American UVM Overview Some Metrics We Are Covering Today: I. II. III. IV. V. VI. VII. VIII. IX. X. Snapshot of North American Utilities UVM Program Drivers Cycles and Scheduling Methodology Clearance Requirements UVM Methods Production Customer Issues Reliability Regulations Conclusion Introduction Communication of Research and Development in 2009 I. Basic Trend In North American UVM: Right Tree-Right Place Sponsors Have Exclusive Rights to Publication of Results Published in a Journal, Periodical or Trade Publication Research Was Inconclusive Presentation at an Industry Meeting II. CNUC Objective: Discover Industry Best Management Practices (BMPs) Results Were Used to Change Company UVM Practices Informally Shared with Peers at Other Companies Research Is Still in Progress Communicated Internally 0% 0% Introduction Introduction SNAPSHOT OF NORTH AMERICAN UTILITIES Company Type Company Type 48 Companies Investor Owned Utility (IOU) 73% Municipal or Local Utility (MUNI) (PUD) 13% State or Provincial Utility 8% State Owned, Investor Participation 2% Federal 2% Rural Electric Cooperative Utility (COOP) 2% 0% 10% 20% 30% 40% 50% 60% 70% 80% SNAPSHOT OF NORTH AMERICAN UTILITIES Utility Type Utility Type Transmission and Generation Company 2% 48 Companies Distribution and Generation Company 4% Distribution Only 10% Transmission and Distribution Company 21% Transmission, Distribution and Generation Company 63% SNAPSHOT OF NORTH AMERICAN UTILITIES Service Territory Service Territory in Square Miles Average: 43,538 Square Miles 180,000 160,000 140,000 120,000 100,000 80,000 60,000 0 Company Code Companies #9 and #12 exceed the axis Company #9 has 2,190,223 square miles Company #12 has 412,584 square miles 527 719 1,404 470 800 900 1,534 20,000 42 40,000 667 Service Territory in Square Miles 200,000 SNAPSHOT OF NORTH AMERICAN UTILITIES Service Territory Description – Customer Density Service Territory Description – Customer Density Averages: 33% Urban 21% Suburban 38% Rural 44.3 Customers per Kilometre 8% Remote 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 1 2 3 4 5 6 7 8 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 27 28 29 30 31 32 33 34 35 36 37 38 40 41 42 44 45 46 47 Remote (Less Than 5 Customers per Mile/Kilometer) Rural (Approximately 5-25 Customers per Mile/Kilometer) Suburban (Approximately 25-50 Customers per Line Mile/Kilometer) Urban (More Than 50 Customers per Mile/Kilometer) SNAPSHOT OF NORTH AMERICAN UTILITIES Overhead System Circuit Kilometres Number of Overhead System Circuit Kilometres Average: 51,749 Kilometres 300,000 250,000 200,000 150,000 0 Company Code 3,945 1,719 1,636 6,498 4,917 3,365 2,650 2,476 258 50,000 11,911 100,000 5,997 Number of Overhead Circuit Kilometres 350,000 SNAPSHOT OF NORTH AMERICAN UTILITIES Overhead System Span Kilometres Number of Overhead System Span Kilometres Average Excluding Company #16: 22,313 Kilometres Number of Pole Span Line Kilometres 80,000 70,000 60,000 50,000 40,000 30,000 20,000 10,000 0 #16 Exceeds the Axis #16 Has 331,607 Kilometres Company Code SNAPSHOT OF NORTH AMERICAN UTILITIES Tree Population Number of Trees Managed in System 7,000,000 6,000,000 Number of Trees 5,000,000 4,000,000 3,000,000 #18 Exceeds the Axis #18: 10,000,00 15 17 18 20 21 25 Company Code 250,000 13 100,000 12 66,464 10 200,000 9 8,500 7 200,000 6 222,356 1 12,000 0 40,000 1,000,000 285,000 2,000,000 26 28 29 35 38 40 41 45 46 48 SNAPSHOT OF NORTH AMERICAN UTILITIES Tree Population How is your Tree Population Quantified? Based on Written Responses Describing Tree Inventories Other 9% Independent Survey 19% Random Sampling 29% Line Clearance Crews 29% Work Planner 14% UVM PROGRAM DRIVERS Program Drivers Ranked in Order of Importance to UVM Average Ranks With 1 Most Important and 6 Least Important Prevent Personal Accidents, Property Damage or Electrocutions Related to Trees in Close Proximity to Power Lines Electric Service Reliability Comply with Specific Laws Lower Costs Customer/Property Owner Service Prevent Fires Related to Tree Power Line Conflicts 0.00 0.50 1.00 1.50 2.00 2.50 3.00 3.50 4.00 4.50 5.00 Average Rankings The Most Important Program Driver Is at the Top of the Graph CYCLES AND SCHEDULING METHODOLOGY Cycle Definitions Cycle Definitions 43 Companies Gave Written Responses Elapsed or Historical Time Measurement 65% Other 4% No Response 10% Specified Length 21% CYCLES AND SCHEDULING METHODOLOGY Cycle Lengths Average Distribution Cycle Length in Years Average: 4.4 Years Median:4 Years 12 Cycle Length in Years 10 8 6 4 2 0 Company Code Mode: 4 Years CYCLES AND SCHEDULING METHODOLOGY Cycle Scheduling Methodology Cycle Scheduling Methodology in 2002 Cycle Scheduling Methodology in 2006 4% 14% 22% 11% 46% 32% Circuit Only 71% Grid Only Combination By Circuit Reliability By Grid Other CLEARANCE REQUIREMENTS California’s Clearance Requirements Mandatory Clearance Requirements 48 Companies Yes 19% No 81% GO 95 Rule 35: California has the most comprehensive UVM regulation in North America Comments made by utilities with requirements: • This enhances cycle times. • They are our major negotiating tool for obtaining what is proper clearance. • Clearance requirements set clear expectations and assist with funding requests. CLEARANCE REQUIREMENTS Mandatory Clearance Requirements Opinions are Changing Feelings Towards Mandatory Clearance Requirements in 2002 No Opinion 25% Positive 16% Negative 59% Feelings Towards Mandatory Clearance Requirements in 2006 No Opinion 38% Positive 26% Negative 36% CLEARANCE REQUIREMENTS Do They Work? Companies Were Asked, “ Could You Achieve 100% Compliance with a Mandatory Clearance Requirement?” Companies That Do NOT Have Mandatory Clearance Requirements Don't Know 21% No 50% Yes 29% Companies That Do Have Mandatory Clearance Requirements Don't Know 11% No 22% Yes 67% UVM METHODS Crew Type Crews by Category for Distribution Crews by Category for SubTransmission/Transmission 60 kV and Above 0-59 kV 80% 50% 69% 40% 20% Aerial 1% Other in 2006 Climbing 2002 Ground 2006 Herbicide 8% 4% 1% 8% 10% 4% 0% 13% 26% 15% 10% 27% 40% 25% 30% 20% 32% 47% 40% 30% 23% 50% 32% 35% 19% 60% 47% 45% 70% 5% 0% Aerial Climbing 2002 Ground 2006 Herbicide UVM METHODS Herbicide Usage Do You Chemically Treat ROWs? Outer: Transmission Inner: Distribution Herbicide Application Methods Used In 2008 Aerial 1% Low Volume Foliar 15% No 11% No 42% Basal 55% Yes 58% Yes 89% High Volume Foliar 29% UVM METHODS Special Programs Included in Routine Maintenance Programs Included in Regular Maintenance of Lines in 2008 Percent of Companies That Have the Following Programs Hazard Tree Assessments and/or Treatments Oak Wilt rescheduling Diseased Tree programs Tree mortality programs (Pine beetle, emerald ash borer, winter kill etc.) Tree replacement program Other (please specify) 0% 10% 20% 30% 40% 50% 60% 70% PRODUCTION Cost per System Span Kilometre Total UVM Cost per Distribution System Managed Kilometres in 2008 Average: £524 per Kilometre Median: £624/km per Kilometre £1,600 £1,400 Cost/km in GBD £1,200 £1,000 £800 £600 £400 £200 £0 1 3 12 15 27 30 31 32 33 36 45 72 Company Code 73 74 75 76 77 78 79 80 81 PRODUCTION Relative Efficiency Cost per Labour Hour in GBP and Labour Hours per Kilometre 160 £4,000 £3,500 140 £3,000 120 £2,500 100 £2,000 80 £1,500 60 £1,000 40 £500 20 0 £0 1 12 18 27 30 45 46 72 73 74 75 76 77 78 79 80 81 Company Code cost/manhour Averages: £28.16/Labour Hour Manhours/km cost/km 80.73 Labour Hours/km £1,993/km Cost per Kilometre in GBP 180 Cost per Labour Hour, Labour Hours per Kilometre and Cost per Kilometre for Line Clearance in 2008 CUSTOMER ISSUES UVM Inquiries per Year Percent of Total Customers that Make Inquiries Each Year Average: 0.73% 4.50% 4.00% 3.50% 3.00% 2.50% 2.00% 1.50% 1.00% 0.50% 0.02% 0.00% 0.03% 0.01%0.02% Company Code CUSTOMER ISSUES UVM Complaints per Year Percent of Total Customers That Have Complaints Each Year Average: 0.0375% 0.16% 0.14% 0.12% 0.10% 0.08% 0.06% 0.04% 0.02% 0.0003% 0.00% 3 4 5 6 7 9 0.0013% 0.0017% 0.0013% 12 13 14 18 22 24 25 28 29 30 31 32 33 36 38 40 44 46 47 Company Code CUSTOMER ISSUES Perceived Customer Disconnect Is There a Disconnect Between Industry Standards and Customers and Is This a Significant Issue for the Utility Arborist? 80% Commentary by Utilities: 70% Percent Yes 60% • Customer equates aesthetics with proper tree pruning, not aware of utility best management practices for line clearance. 50% 40% 30% 20% 10% 0% Disconnect with Public 2002 Issue for Utility Arborist 2006 • Although it is getting better, customer expectations are often not in sync with safety and reliability requirements. CUSTOMER ISSUES UVM Problem Solving That Requires the Most Time Ranked the Fifth Activity Out of 40 That Requires the Most Problem Solving Customer Relations Ranks Tenth Activities That Require The Most Problem Solving Federal Regulations Paperwork Environmental Issues Budget Procurement Customer Complaints Cost Local Regulations VM Program Changes Data Management 0% None 10% 20% Very Little 30% 40% Some 50% 60% More than Should Be 70% 80% 90% Way Too Much 100% RELIABILITY Causes for Outages 2008 Causes for Tree Related Outages Averages: 35% Grow-in 65% Fall-in 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 1 3 12 13 15 18 21 30 31 32 33 36 41 72 73 74 75 76 77 78 79 80 81 Company Code Percent of Total Tree Related Outages Due to Fall-in 2008 Percent of Total Tree Related Outages Due to Grow-in 2008 RELIABILITY US Reliability Metrics SAIDI = SAIFI = CAIDI = RELIABILITY Frequency of Outages Caused by Trees Percent of SAIFI that is Tree Related in 2006 - 2008 Averages: 33% in 2006 30% in 2007 39% in 2008 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 12 13 15 18 21 30 31 32 33 36 72 73 74 75 76 77 78 79 Company Code 2006 Tree-Related SAIFI/SAIFI 2007 Tree-Related SAIFI/SAIFI 2008 Tree-Related SAIFI/SAIFI 80 81 LAWS AND REGULATIONS FAC-0003-1 Effect of FAC-003-1 on Reliability Outages Increased 0% Large Decrease in Outages 8% No Effect Because No Outages 56% Small Decrease in Outages 20% Outages Stayed the Same 16% Change in Refusals, Special Agreements, Temporary Plans or Postponements Since the Adoption of FAC-003-1 Decreased Substantially 4% Stayed the Same 50% Decreased 17% Increased Slightly 25% Increased Substantially 4% LAWS AND REGULATIONS Increase in Activities Due to Federal Regulations UVM Activities that Changed Since FAC-003-1 Became Enforceable Herbicide Usage Mowing Media Attention Off-ROW Pruning Off-ROW Removals Property Owner Complaints Inspections Enforcing Easement Rights Audits 0% 10% Not Applicable 20% 30% Stayed the Same 40% 50% Decreased 60% 70% Increased 80% 90% CONCLUSION Measuring Progress Number of Tree Removals in Thousands Tree Removals versus SAIFI 200 2000 180 2002 160 2005 140 2001 2004 120 • This Graph Only Includes Companies with an Established Hazard Tree Removal Program 2003 1999 1997 100 1998 80 • Relatively High Correlation of -0.76 Which Means: The More Trees Removed, The Better The Reliability (In other words: SAIFI is Reduced) y = -358415x + 242616 R² = 0.5761 60 40 20 0 0 0.1 Tree Related SAIFI 0.2 0.3 0.4 0.5 CONCLUSION BMPs and Regulations for Right Tree in The Right Place 1. Clear Concept of Cycle Based Scheduling or a Replacement for Cycle Scheduling. 2. Cost Effective and Standardized Method of Tree Inventory/ Work Load Assessment. 3. Capture and Disseminate Research and Development Results. 4. Address the Customer Complaints Proactively, Recognizing the Political Force of an Insignificant Number of Complaints. 5. Keep Open and Debate the Concept of Mandatory Clearance Distances.