2020 Study of Capital Expenditures (CAPEX) and Operations & Maintenance (O&M) Budgets in Electric Utilities

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* 1. Please let us know who is responding to the survey.

Name: *

Company: *

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* 2. CAPEX - 2020
Using 2019 as a baseline, please compare your CAPITAL EXPENDITURES in 2019 to your planned CAPITAL EXPENDITURES in 2020 for the following categories:

	increase	decrease	no change in project scope	No project underway or planned on this topic
Automation: SCADA/EMS/OMS Systems	Automation: SCADA/EMS/OMS Systems increase	Automation: SCADA/EMS/OMS Systems decrease	Automation: SCADA/EMS/OMS Systems no change in project scope	Automation: SCADA/EMS/OMS Systems No project underway or planned on this topic
Automation: Substation Automation/Integration	Automation: Substation Automation/Integration increase	Automation: Substation Automation/Integration decrease	Automation: Substation Automation/Integration no change in project scope	Automation: Substation Automation/Integration No project underway or planned on this topic
Automation: Protection and Control	Automation: Protection and Control increase	Automation: Protection and Control decrease	Automation: Protection and Control no change in project scope	Automation: Protection and Control No project underway or planned on this topic
Automation: Distribution Automation	Automation: Distribution Automation increase	Automation: Distribution Automation decrease	Automation: Distribution Automation no change in project scope	Automation: Distribution Automation No project underway or planned on this topic
Automation: AMR/AMI	Automation: AMR/AMI increase	Automation: AMR/AMI decrease	Automation: AMR/AMI no change in project scope	Automation: AMR/AMI No project underway or planned on this topic
Infrastructure: Transmission	Infrastructure: Transmission increase	Infrastructure: Transmission decrease	Infrastructure: Transmission no change in project scope	Infrastructure: Transmission No project underway or planned on this topic
Infrastructure: Distribution	Infrastructure: Distribution increase	Infrastructure: Distribution decrease	Infrastructure: Distribution no change in project scope	Infrastructure: Distribution No project underway or planned on this topic
Cybersecurity: Operations	Cybersecurity: Operations increase	Cybersecurity: Operations decrease	Cybersecurity: Operations no change in project scope	Cybersecurity: Operations No project underway or planned on this topic
Cybersecurity: Enterprise	Cybersecurity: Enterprise increase	Cybersecurity: Enterprise decrease	Cybersecurity: Enterprise no change in project scope	Cybersecurity: Enterprise No project underway or planned on this topic

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* 3. CAPEX - 2021
Using 2019 as a baseline, please compare your CAPITAL EXPENDITURES in 2019 to your planned CAPITAL EXPENDITURES in 2021 for the following categories:

	increase	decrease	no change in project scope	No projects underway or planned on this topic
Automation: SCADA/EMS/OMS Systems	Automation: SCADA/EMS/OMS Systems increase	Automation: SCADA/EMS/OMS Systems decrease	Automation: SCADA/EMS/OMS Systems no change in project scope	Automation: SCADA/EMS/OMS Systems No projects underway or planned on this topic
Automation: Substation Automation/Integration	Automation: Substation Automation/Integration increase	Automation: Substation Automation/Integration decrease	Automation: Substation Automation/Integration no change in project scope	Automation: Substation Automation/Integration No projects underway or planned on this topic
Automation: Protection and Control	Automation: Protection and Control increase	Automation: Protection and Control decrease	Automation: Protection and Control no change in project scope	Automation: Protection and Control No projects underway or planned on this topic
Automation: Distribution Automation	Automation: Distribution Automation increase	Automation: Distribution Automation decrease	Automation: Distribution Automation no change in project scope	Automation: Distribution Automation No projects underway or planned on this topic
Automation: AMR/AMI	Automation: AMR/AMI increase	Automation: AMR/AMI decrease	Automation: AMR/AMI no change in project scope	Automation: AMR/AMI No projects underway or planned on this topic
Infrastructure: Transmission	Infrastructure: Transmission increase	Infrastructure: Transmission decrease	Infrastructure: Transmission no change in project scope	Infrastructure: Transmission No projects underway or planned on this topic
Infrastructure: Distribution	Infrastructure: Distribution increase	Infrastructure: Distribution decrease	Infrastructure: Distribution no change in project scope	Infrastructure: Distribution No projects underway or planned on this topic
Cybersecurity: Operations	Cybersecurity: Operations increase	Cybersecurity: Operations decrease	Cybersecurity: Operations no change in project scope	Cybersecurity: Operations No projects underway or planned on this topic
Cybersecurity: Enterprise	Cybersecurity: Enterprise increase	Cybersecurity: Enterprise decrease	Cybersecurity: Enterprise no change in project scope	Cybersecurity: Enterprise No projects underway or planned on this topic

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* 4. O&M - 2020
Using 2019 as a baseline, please compare your O&M SPENDING in 2019 to your planned O&M SPENDING in 2020 for the following categories:

	increase	decrease	no change
Automation: SCADA/EMS/OMS Systems	Automation: SCADA/EMS/OMS Systems increase	Automation: SCADA/EMS/OMS Systems decrease	Automation: SCADA/EMS/OMS Systems no change
Automation: Substation Automation/Integration	Automation: Substation Automation/Integration increase	Automation: Substation Automation/Integration decrease	Automation: Substation Automation/Integration no change
Automation: Protection and Control	Automation: Protection and Control increase	Automation: Protection and Control decrease	Automation: Protection and Control no change
Automation: Distribution Automation	Automation: Distribution Automation increase	Automation: Distribution Automation decrease	Automation: Distribution Automation no change
Automation: AMR/AMI	Automation: AMR/AMI increase	Automation: AMR/AMI decrease	Automation: AMR/AMI no change
Infrastructure: Transmission	Infrastructure: Transmission increase	Infrastructure: Transmission decrease	Infrastructure: Transmission no change
Infrastructure: Distribution	Infrastructure: Distribution increase	Infrastructure: Distribution decrease	Infrastructure: Distribution no change
Cybersecurity: Operations	Cybersecurity: Operations increase	Cybersecurity: Operations decrease	Cybersecurity: Operations no change
Cybersecurity: Enterprise	Cybersecurity: Enterprise increase	Cybersecurity: Enterprise decrease	Cybersecurity: Enterprise no change

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* 5. O&M - 2021
Using 2019 as a baseline, please compare your O&M SPENDING in 2019 to your planned O&M SPENDING in 2021 for the following categories:

	increase	decrease	no change
Automation: SCADA/EMS/OMS Systems	Automation: SCADA/EMS/OMS Systems increase	Automation: SCADA/EMS/OMS Systems decrease	Automation: SCADA/EMS/OMS Systems no change
Automation: Substation Automation/Integration	Automation: Substation Automation/Integration increase	Automation: Substation Automation/Integration decrease	Automation: Substation Automation/Integration no change
Automation: Protection and Control	Automation: Protection and Control increase	Automation: Protection and Control decrease	Automation: Protection and Control no change
Automation: Distribution Automation	Automation: Distribution Automation increase	Automation: Distribution Automation decrease	Automation: Distribution Automation no change
Automation: AMR/AMI	Automation: AMR/AMI increase	Automation: AMR/AMI decrease	Automation: AMR/AMI no change
Infrastructure: Transmission	Infrastructure: Transmission increase	Infrastructure: Transmission decrease	Infrastructure: Transmission no change
Infrastructure: Distribution	Infrastructure: Distribution increase	Infrastructure: Distribution decrease	Infrastructure: Distribution no change
Cybersecurity: Operations	Cybersecurity: Operations increase	Cybersecurity: Operations decrease	Cybersecurity: Operations no change
Cybersecurity: Enterprise	Cybersecurity: Enterprise increase	Cybersecurity: Enterprise decrease	Cybersecurity: Enterprise no change

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* 6. If your response is either a CAPEX INCREASE or NO CHANGE in any of the above, is this due to:

	Yes	No
(For 2020) Regulatory Mandates	(For 2020) Regulatory Mandates Yes	(For 2020) Regulatory Mandates No
(For 2020) Smart Grid Initiatives	(For 2020) Smart Grid Initiatives Yes	(For 2020) Smart Grid Initiatives No
(For 2020) Fed or State Government Stimulus	(For 2020) Fed or State Government Stimulus Yes	(For 2020) Fed or State Government Stimulus No
(For 2021) Regulatory Mandates	(For 2021) Regulatory Mandates Yes	(For 2021) Regulatory Mandates No
(For 2021) Smart Grid Initiatives	(For 2021) Smart Grid Initiatives Yes	(For 2021) Smart Grid Initiatives No
F (For 2021) Fed or State Government Stimulus	F (For 2021) Fed or State Government Stimulus Yes	F (For 2021) Fed or State Government Stimulus No

Other (please specify)

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* 7. If your response is a CAPEX DECREASE in any of the categories, is this due to:

	Yes	No
Economic Outlook/Revenue Forecast	Economic Outlook/Revenue Forecast Yes	Economic Outlook/Revenue Forecast No
All Planned Project(s) Now Completed	All Planned Project(s) Now Completed Yes	All Planned Project(s) Now Completed No
Project Deferred Until 2021	Project Deferred Until 2021 Yes	Project Deferred Until 2021 No
Manpower Resources Not Available	Manpower Resources Not Available Yes	Manpower Resources Not Available No

Other (please specify)

If your utility’s CAPEX expenditures include Smart Grid Projects, please answer the following 3 questions.

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* 8. Are there plans to start a new smart grid project during either 2020 or 2021??

Yes

Uncertain at this time

Year project will start: Project Type (e.g. new relays, substation automation, grid monitoring system, et al)

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* 9. If you have plans to start one or more new smart grid projects, what will be the areas of focus?

Distribution Automation

Substation Automation

Smart Meters

Wide Area Protection

Synchrophasors

Demand Response

Field Telecommunications

DMS/ADMS

DERMS - Distributed Energy Resources Management System

Microgrids

Renewables Integration Efforts

Other (please specify)

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* 10. CAPEX
Please provide an estimated forecast of planned 2020 CAPITAL EXPENDITURES ($USD) investment range for the following T&D categories, OR estimate your overall T&D total on the bottom line.

	<$25million	$26-$50m	$51-$100m	$101-$250m	$251-$500m	>$500m
Total T&D Automation	Total T&D Automation <$25million	Total T&D Automation $26-$50m	Total T&D Automation $51-$100m	Total T&D Automation $101-$250m	Total T&D Automation $251-$500m	Total T&D Automation >$500m
Total Transmission Infrastructure	Total Transmission Infrastructure <$25million	Total Transmission Infrastructure $26-$50m	Total Transmission Infrastructure $51-$100m	Total Transmission Infrastructure $101-$250m	Total Transmission Infrastructure $251-$500m	Total Transmission Infrastructure >$500m
Total Distribution Infrastructure	Total Distribution Infrastructure <$25million	Total Distribution Infrastructure $26-$50m	Total Distribution Infrastructure $51-$100m	Total Distribution Infrastructure $101-$250m	Total Distribution Infrastructure $251-$500m	Total Distribution Infrastructure >$500m
Overall T&D Total	Overall T&D Total <$25million	Overall T&D Total $26-$50m	Overall T&D Total $51-$100m	Overall T&D Total $101-$250m	Overall T&D Total $251-$500m	Overall T&D Total >$500m

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* 11. O&M SPENDING
Please provide an estimated forecast of planned 2020 O&M SPENDING ($USD) range for the following T&D categories, OR estimate your overall T&D total on the bottom line.

	<$10million	$11-$25m	$26-$50m	$51-$125m	$126-$250m	>$250m
Total T&D Automation	Total T&D Automation <$10million	Total T&D Automation $11-$25m	Total T&D Automation $26-$50m	Total T&D Automation $51-$125m	Total T&D Automation $126-$250m	Total T&D Automation >$250m
Total Transmission Infrastructure	Total Transmission Infrastructure <$10million	Total Transmission Infrastructure $11-$25m	Total Transmission Infrastructure $26-$50m	Total Transmission Infrastructure $51-$125m	Total Transmission Infrastructure $126-$250m	Total Transmission Infrastructure >$250m
Total Distribution Infrastructure	Total Distribution Infrastructure <$10million	Total Distribution Infrastructure $11-$25m	Total Distribution Infrastructure $26-$50m	Total Distribution Infrastructure $51-$125m	Total Distribution Infrastructure $126-$250m	Total Distribution Infrastructure >$250m
Overall T&D Total	Overall T&D Total <$10million	Overall T&D Total $11-$25m	Overall T&D Total $26-$50m	Overall T&D Total $51-$125m	Overall T&D Total $126-$250m	Overall T&D Total >$250m

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* 12. What is the approximate percentage change in your 2020 CAPEX planning caused by the coronavirus pandemic?

Less than 10% decrease likely

10-25% decrease likely

26-50% decrease likely

More than 50% decrease likely

Less than 10% Increase likely

10-25% Increase likely

26-50% Increase likely

More than 50% Increase likely

Likely to continue with our early 2020 CAPEX plans during second half of 2020

Likely to defer some CAPEX to 2021 and beyond

Other (please comment on CAPEX plans)

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* 13. Thank you for participating in our CAPEX/OPEX survey. Please select your choice of stipend.

Amazon gift certificate ($25.00)

American Red Cross ($25.00 Donation)

$25 honorarium check

Starbucks Gift Card ($25.00)

Not Required - But please send the final report in May!

If you selected a check or prefer your gift card to be mailed, please provide your address.

Question Title

* 1. Please let us know who is responding to the survey.

Question Title

* 2. CAPEX - 2020 Using 2019 as a baseline, please compare your CAPITAL EXPENDITURES in 2019 to your planned CAPITAL EXPENDITURES in 2020 for the following categories:

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* 3. CAPEX - 2021 Using 2019 as a baseline, please compare your CAPITAL EXPENDITURES in 2019 to your planned CAPITAL EXPENDITURES in 2021 for the following categories:

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* 4. O&M - 2020 Using 2019 as a baseline, please compare your O&M SPENDING in 2019 to your planned O&M SPENDING in 2020 for the following categories:

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* 5. O&M - 2021 Using 2019 as a baseline, please compare your O&M SPENDING in 2019 to your planned O&M SPENDING in 2021 for the following categories:

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* 6. If your response is either a CAPEX INCREASE or NO CHANGE in any of the above, is this due to:

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* 7. If your response is a CAPEX DECREASE in any of the categories, is this due to:

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* 8. Are there plans to start a new smart grid project during either 2020 or 2021??

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* 9. If you have plans to start one or more new smart grid projects, what will be the areas of focus?

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* 10. CAPEX Please provide an estimated forecast of planned 2020 CAPITAL EXPENDITURES ($USD) investment range for the following T&D categories, OR estimate your overall T&D total on the bottom line.

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* 11. O&M SPENDING Please provide an estimated forecast of planned 2020 O&M SPENDING ($USD) range for the following T&D categories, OR estimate your overall T&D total on the bottom line.

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* 12. What is the approximate percentage change in your 2020 CAPEX planning caused by the coronavirus pandemic?

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* 13. Thank you for participating in our CAPEX/OPEX survey. Please select your choice of stipend.

* 2. CAPEX - 2020
Using 2019 as a baseline, please compare your CAPITAL EXPENDITURES in 2019 to your planned CAPITAL EXPENDITURES in 2020 for the following categories:

* 3. CAPEX - 2021
Using 2019 as a baseline, please compare your CAPITAL EXPENDITURES in 2019 to your planned CAPITAL EXPENDITURES in 2021 for the following categories:

* 4. O&M - 2020
Using 2019 as a baseline, please compare your O&M SPENDING in 2019 to your planned O&M SPENDING in 2020 for the following categories:

* 5. O&M - 2021
Using 2019 as a baseline, please compare your O&M SPENDING in 2019 to your planned O&M SPENDING in 2021 for the following categories:

* 10. CAPEX
Please provide an estimated forecast of planned 2020 CAPITAL EXPENDITURES ($USD) investment range for the following T&D categories, OR estimate your overall T&D total on the bottom line.

* 11. O&M SPENDING
Please provide an estimated forecast of planned 2020 O&M SPENDING ($USD) range for the following T&D categories, OR estimate your overall T&D total on the bottom line.