By - Jon Brown

Energy Storage Project Due Diligence
February 24, 2020 | Raleigh, NC

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If this event is of interest you may also be interested in this related event

Southeast Clean Power Summit 2020, February 25-26, 2020 in Raleigh, NC

Time doesn’t stand still, especially not within the dynamic environment of energy storage projects. As a result, the need for quality, systematic due diligence is essential. Such thorough due diligence is complex. Without it, even the smallest issue can trip up new players and industry veterans alike. While all phases of the project require this scrutiny, systematic due diligence is especially critical for those entities inexperienced in developing or partnering in storage projects.

This symposium will focus on the core areas of due diligence for storage projects including how to value a storage project, key inspection & review items, the market for storage and making a final determination. It covers aspects of storage project development not tackled by instructional programs that focus strictly on financing issues, thereby ensuring that the design and performance are properly aligned.

Learning Outcomes

  • Review different types of storage and what is the value of storage moving forward
  • Discuss how to value a storage project
  • Identify Key inspection and review items including physical, legal and market
  • Discuss loans and financing arrangements
  • Discuss scheduled and unscheduled maintenance
  • Discuss changes in laws and regulations
  • Evaluate how to make a final determination



EUCI has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).  In obtaining this accreditation, EUCI has demonstrated that it  complies with the ANSI/IACET Standard which is recognized internationally as a standard of good practice. As a result of their Authorized Provider status, EUCI is authorized to offer IACET CEUs for its programs that qualify under the ANSI/IACET Standard.

EUCI is authorized by IACET to offer 0.8 CEUs for this event.


Requirements For Successful Completion Of Program

Participants must sign in/out each day and be in attendance for the entirety of the conference to be eligible for continuing education credit.

Instructional Methods

Case studies and PowerPoint presentations will be used in this program.


Monday, February 24, 2020

8:00 – 8:30 a.m. :: Registration and Continental Breakfast

8:30 a.m. – 5:00 p.m. :: Course Timing

12:00 – 1:00 p.m. :: Group Luncheon

What is storage and why do I care?

  1. Types of storage a quick overview
    • Thermal
    • Chemical
    • Kinetic
    • Potential
  2. What is the value of storage moving forward?
    • More renewables
    • More variable supply and load
    • Electrification

How to value a storage project

  1. Market products
    • Shifting – e.g. arbitrage by time
    • Supporting – voltage or energy support
    • Smoothing – e.g. frequency support
  2. Other values
    • Firm power
    • On-site energy
    • Resiliency
    • Restoration
    • Short term capacity
    • Non-wires alternatives
  3. Values that can’t be monetized
    • Social
    • Environmental
    • Neighborhood

Key inspection and review items

  1. Physical
    • Condition of the system
    • Location of the system & supporting land contracts
    • Fire protection and setbacks (NFPA 855)
    • Interconnection & supporting agreements
    • Lab testing to do
    • On-site testing to do
    • Disposal and dismantlement
  2. Legal
    • Warranties & conditions of same
    • Operating permits & terms
    • PPA’s and terms
    • Wheeling agreements
    • Parallel operating agreements
    • Other
  3. Market
    • At a facility site
      • Health of the company at the facility
      • Potential for re-use
      • Operations schedule
    • In a distribution grid
      • Terms of contract with the grid operator (e.g. PURPA?)
      • Competing facilities
    • In a wholesale market
      • 5-year review of market prices and supports
      • New and planned competitors
      • Changes in load
      • Other

Other key items

  1. Life remaining
    • Battery
    • Balance of plant
    • Other storage types
  2. Loans and financing arrangements
  3. Balance sheet over the last “X” years
  4. Scheduled but not performed maintenance
  5. Maintenance that is required to be performed to stay operating
  6. Changes in laws and regulations
    • Local/County
    • State
    • ISO/RTO
    • Standards organization (e.g. building codes, NEC, interconnection, etc.)

Making a final determination

  1. Actual cost vs. revenue
  2. Maintenance pending
  3. Market trends
  4. Need for return on investment
  5. Meeting a regulatory requirement
  6. Other factors


Doug Houseman, Utility Modernization Lead, Burns & McDonnell

Doug Houseman is a long-time industry veteran who is a member of the Gridwise Architecture Council (GWAC), chair of the IEEE Power & Energy Society (PES) Intelligent Grid and Emerging Technology Coordinating Committee, and a NIST Resiliency Fellow. He has been working on storage issues since 1980, when he was involved with several DOD projects.

Katlyn Meggers Utility Planning Specialist, Burns & McDonnell

Katlyn Meggers is a Utility Planning Specialist at Burns & McDonnell, specializing in energy storage technology, power generation benchmarking insights, capital asset planning solutions (CAPS), power plant decommissioning, and due diligence studies. She earned her Bachelor of Science in Chemical Engineering from the University of Kansas.


Raleigh Marriott Crabtree Valley

4500 Marriott Dr

Raleight, NC 27612

Reserve your room:

please call 1-919-781-7000

Room Block Reserved For:

Nights of February 23 – 25, 2020

Room rate through EUCI:

$189.00 single or double plus applicable taxes
Make your reservations prior to February 3, 2020.

Venue Information

Getting to and from the hotel

Dining options


Please Note: Confirmed speakers do not need to register and are encouraged to participate in all sessions of the event. If you are a speaker and have any questions please contact our offices at 1.303.770.8800

EventEarly Bird Before
Friday, February 07, 2020
Standard RateAttendees
Energy Storage Project Due DiligenceUS $ 895.00 US $ 995.00

This event has the following related events:

Southeast Clean Power Summit 2020US $ 1195.00 US $ 1395.00

Take advantage of these discounts!

  • Attend the Course and Southeast Clean Power Summit 2020 and pay US $ 1,995.00 per attendee (save US $ 95.00 each)

Cancellation Policy

Your registration may be transferred to a member of your organization up to 24 hours in advance of the event. Cancellations must be received on or before January 24, 2020 in order to be refunded and will be subject to a US $195.00 processing fee per registrant. No refunds will be made after this date. Cancellations received after this date will create a credit of the tuition (less processing fee) good toward any other EUCI event. This credit will be good for six months from the cancellation date. In the event of non-attendance, all registration fees will be forfeited. In case of conference cancellation, EUCIs liability is limited to refund of the event registration fee only. For more information regarding administrative policies, such as complaints and refunds, please contact our offices at 303-770-8800

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