By - Jon Brown

Rate Innovation for Electric Cooperatives
March 24-25, 2021 | Online :: Central Time

Download PDFPrint Event Details
 

Overview

“It is always interesting to hear how utilities across the country are addressing the industry challenges we face. EUCI covers good content in conferences.” – Manager, Energy Services & Strategic Programs, East Central Energy

For the past century volumetric charges have been used to recover a large portion of fixed and variable costs in the electric utility sector.  Advances in communications technology and data analytics have created opportunities for electric utilities to better align costs with pricing.  At the same time, the proliferation of distributed energy resources (DER) compels utilities to develop innovative rates structures to provide incentives, optimize the system for both the customers and the utilities and maintain financial integrity.  Many coops have implemented new and innovative rates structures to support and incentivize demand response, energy efficiency and beneficial electrification initiatives.  How can utilities design tariff offerings in a manageable way to handle DER, customer site storage, electric vehicle charging (residential and commercial), time-varying rates and demand response? Which of these for their customers?

EUCI’s virtual conference will help you to keep abreast of these challenges and undertake rate innovation initiatives in a practical and manageable way. The conference will describe these rate innovations, set out their purpose and operational challenges, and their applicability to the world of cooperative distribution. The sessions will provide a combination of rate tutoring, distribution cooperative experience and experience elsewhere to help you identify the opportunities and pitfalls of these rapidly emerging rate innovations.

Learning Outcomes

  • Identify different rate design options for cooperatives
  • Discuss customer perspectives and their willingness to accept different rate design and pricing options
  • Evaluate different utilities’ offering of a demand rate to their residential customer base
  • Discuss the potential unintended consequences of certain rate designs
  • Explore new bundled offerings for the customers of tomorrow
  • Discuss accelerating the adoption of advanced residential rates

Credits

AP_Logo

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 1.3 CEUs for this event.

 

Requirements for Successful Completion of Program

Participants must log in each day and be in attendance for the entirety of the course to be eligible for continuing education credit.

Instructional Methods

Case Studies, Panel Discussions and PowerPoint presentations

Who Should Attend

This conference is designed for:

  • Utility executives
  • Corporate communication professionals
  • Contact center management professionals
  • Attorneys
  • Regulatory affairs managers
  • Pricing and load research managers
  • Customer representatives and organizations
  • Cost of service analysts
  • Financial analysts
  • Rate design, product development and customer strategy professionals

Agenda

Wednesday, March 24, 2021 : Central Time

8:45 – 9:00 a.m. :: Log In

9:00 a.m. – 4:45 p.m. :: Conference Timing

9:00 – 9:15 a.m. :: Opening Announcements


9:15 – 9:35 a.m. :: Opening Address

Allison Hamilton, Senior Principal Markets & Rates, NRECA


9:35 a.m. 12:45 p.m. :: Session I: Residential Demand Charges

(includes breaks between speakers)

Session I Overview

In most cases, utilities rely on two-part volumetric electric rates for residential customers to track electricity consumption. However, In the past few years, utilities across the country have proposed and implemented mandatory or voluntary demand charges for residential customers. By better aligning the price of electricity with the cost of delivering that electricity to customers, demand charges have the potential to reduce cross-subsidies embedded in today’s rates, incent smarter load management, and provide fair cost recovery to utilities. This session will explore the benefits and challenges of offering a residential demand charge as utilities that have existing demand charges share their experience and best practices.


Load Factor Adjustment at IREA

In this presentation, hear about IREA’s two residential demand rates that have been in place for many years, and also the Load Factor Adjustment that applies a small demand charge on peak demand if the customer’s monthly load factor falls below one half of the average for that customer class

David Stowe, Rates Analyst, Intermountain Rural Electric Association (IREA)


Residential Demand Charges at Mid-Carolina

In this presentation, Learn about the residential demand charge that Mid-Carolina implemented during its peak 3 to 4 hours that enables the utility to use a lower energy charge that better reflects cost to serve, while at the same time inducing members to better manage usage during the peak.

Matt Porth, Manager, Energy Services and Govt Relations, Mid-Carolina Electric Cooperative, Inc.


The Lifestyle Rate Program at Cobb EMC

This presentation will share Cobb EMC’s suite of rate options designed to reflect member lifestyles, including the revolutionary Niteflex rate for EV owners and a residential demand rate. This presentation will provide results of how customers are responding to this innovate rate. 

Charity Wilson, Senior Corporate Analyst, Cobb EMC


Session I Panel Discussion: Residential Demand Charges

This panel discussion will allow symposium attendees to ask specific questions of the presenters for discussion related to their experience residential demand charges and other similar innovative rates described in the preceding sessions

David Stowe, Rates Analyst, Intermountain Rural Electric Association (IREA)

Matt Porth, Manager, Energy Services and Govt Relations, Mid-Carolina Electric Cooperative, Inc.

Charity Wilson, Senior Corporate Analyst, Cobb EMC

12:45 – 1:30 p.m. :: Lunch Break


1:30 – 4:45 p.m. :: Session II: Pricing to Support Beneficial Electrification

(includes breaks between speakers)

Session II: Overview

Beneficial Electrification has emerged as an important strategy for co-ops, communities and businesses around the country.  The four key pillars of beneficial electrification are:

  • It saves consumers money over time.
  • It benefits the environment and reduces greenhouse gas emissions.
  • It improves product quality or consumer quality of life.
  • It fosters a more robust and resilient electrical grid.

Many co-ops are combining robust beneficial electrification programs with alternative rate structures to increase member participation and engagement.  This session examines how dynamic rate structures can help achieve beneficial electrification goals. 


Time of Day Rates at Berkeley Electric

In this presentation Berkeley Electric will share information on its Time-of-Day (TOD) rate and include an example of how TOD billing can affect the cost of charging a battery electric vehicle (BEV).

Eddie Plowden, Director, Marketing and Energy Services, Berkeley Electric Cooperative, Inc.


AMI Implementation at NPPD Enabling Innovative Rates

NPPD is currently in the middle of its full AMI implementation. In this session, hear how AMI is facilitating both prepay and Time-of-Use (TOU) rates for NPPD and its members.

Scott Jackson, Pricing & Rates Supervisor, Nebraska Public Power District


Improving Wholesale Price Signals to Support Retail Members

This presentation from Wolverine Power Cooperative will talk about the relationship of wholesale and retail rates and how the cooperative changed its wholesale rates to provide clear, flexible, and fair price signals to reflect and encourage beneficial electrification.

Zach Anderson, CFO, Wolverine Power Cooperative


Hydro-Québec’s Dynamic Pricing Experience: The First Year’s Results

Hydro-Quebec has implemented “dynamic” TOU pricing that alerts customers of periods of low energy reserves. Learn about these rates that offer special pricing at short notice and induce customers who volunteer for these services save money and lower utility costs by responding to energy price signals.

Julie Doonan, Rate and Regulatory Affairs Senior Analyst, Hydro-Québec


Session II Panel Discussion: Pricing to Support Home Energy Management

This panel discussion will allow symposium attendees to ask specific questions of the presenters related to their experience with EV charging pricing, and both static and dynamic TOU pricing.

Eddie Plowden, Director, Marketing and Energy Services, Berkeley Electric Cooperative, Inc.

Scott Jackson, Pricing & Rates Supervisor, Nebraska Public Power District

Zach Anderson, CFO, Wolverine Power Cooperative

Julie Doonan, Rate and Regulatory Affairs Senior Analyst, Hydro-Québec


Thursday, March 25, 2021 : Central Time

8:45 – 9:00 a.m. :: Log In and Welcome

9:00 a.m. – 4:30 p.m. :: Conference Timing


9:00 a.m. – 12:15 p.m. :: Session III: Distributed Energy Resources (DER) Pricing

(includes two short breaks)

Session III: Overview

Existing pricing of service to DER-owning customers – net metering and net billing – have facilitated adoption of DER but present challenges of fixed cost recovery and efficient pricing of generation services. This morning session is devoted to reviewing these current pricing structures and reviewing the candidate alternatives, including providing an overview of their strengths and weaknesses. The purpose of the session is to provide background information that will enable participants to be informed participants in the afternoon session.

Bruce Chapman, Vice President, Christensen Associates Energy Consulting

12:15 – 1:00 p.m. :: Lunch Break


1:00 – 4:30 p.m. :: Session IV: DER Pricing: Utility Case Studies

(includes breaks between speakers)

Session IV: Overview

This session provides presentations by current practitioners of DER pricing who have updated their pricing approach in a variety of ways. The session will facilitate comparison of the alternatives and show how the choices made reflect each utility’s considerations and preferences.


Duke Energy’s Alternative to Net Energy Metering (NEM)

This presentation will share Duke Energy’s new framework that treats self-consumed solar paired with demand response as energy efficiency and includes rate design innovations in dynamic pricing.

Lon Huber, VP, Rate Design & Strategic Solutions, Duke Energy


Experimenting with Different Rate Structures at PVREA

This presentation will share some of the results from the pilot rate programs that PVREA implemented because of the exponential growth of DERs and as the continued movement towards carbon free energy.

Milton Geiger, Energy Resources Director, Poudre Valley Rural Electric Association, Inc.


Austin Energy’s Value of Solar Rates

This presentation will share the drivers for renewable energy innovation at Austin Energy and include the challenges of net metering with inclining block rates and the shift from net metering to the value of solar approach.

Tim Harvey, Customer Renewable Solutions Manager, Austin Energy


Salt River Project’s Portfolio of Residential Solar Rates

This presentation will share the history of solar pricing at SRP including: standard residential tariffs with a net-metering rider for the first 10 years, followed by required participation on a customer generation rate for four years up to the present alternatives of an existing customer generation rate or non-demand rate.

Mark Carroll, Principal Financial Analyst, Salt River Project (SRP)


Session IV Panel Discussion: DER Pricing Alternatives

This panel discussion will allow symposium attendees to ask specific questions of the presenters related to the alternative approaches to distributed energy resources pricing

Lon Huber, VP, Rate Design & Strategic Solutions, Duke Energy

Milton Geiger, Energy Resources Director, Poudre Valley Rural Electric Association, Inc.

Tim Harvey, Customer Renewable Solutions Manager, Austin Energy

Mark Carroll, Principal Financial Analyst, Salt River Project (SRP)

4:30 p.m. :: Conference Concludes

Workshop

Implementing Innovative Rates

Friday, March 26, 2021 : Central Time

Overview

This workshop is designed to acquaint conference participants with the implementation challenges associated with innovative rates. These challenges are multidisciplinary from the utility’s perspective, requiring enhanced data management and customer support capability and an understanding of the marginal costs that underpin innovative pricing.

Learning Outcomes

  • Examine how to market new innovative rates to your customer base
  • Discuss new online tools to help customers understand the best rate plan for them
  • Discuss using bold, creative, and easy to understand messaging to help customers embrace new rate options
  • Examine the elements of customer service as they pertain to the incremental costs of providing services, by service type
  • Discuss the concepts and definitions of marginal cost
  • Review the various electricity services including generation, transmission, distribution, and customer as well as output metrics

 

Agenda

8:45 – 9:00 a.m ::  Workshop Log In and Welcome

9:00 – 9:10 a.m. :: Opening Announcements

9:00 a.m. – 12:00 p.m. :: Workshop Timing


9:10 – 10:10 a.m. Survey of Cooperative Rate Design

In today’s shifting energy landscape, electric cooperatives are evaluating new approaches to rate design in order to strategically prioritize ratemaking objectives and ensure financial stability.  This session will cover key principles of effective and innovative rate design, including rate design options, schools of thought and implementation.  This session will also provide an overview of current trends in the electric cooperative industry.

Jason Strong, Vice President-Regulator Affairs, National Rural Utilities Cooperative Finance Corporation

Maryanne Hatch, Sr. Rate & Business Consultant, National Rural Utilities Cooperative Finance Corporation

10:10 – 10:15 a.m. :: Break


10:15 – 11:05 a.m. :: Customer Information and Support: Evergy’s Experience of Marketing New Residential Rate Options and Supporting Customer Decision-Making

In preparation for new time of use (TOU) and demand rates for residential customers, Evergy developed a comprehensive marketing plan to help drive awareness and adoption of the new rate options. In this session, learn how Evergy used a multi-phase education and marketing approach, paired with new interactive tools, to help test messages, educate employees, build early customer advocates, and ensure customer success.

Jeff Beeson, Manager Marketing, Evergy

Elena Johnston, Senior Product Manager, Evergy

11:05 – 11:10 a.m. :: Break


11:05 a.m. – 12:00 p.m. :: Marginal Costs: The Cost Underpinnings of Innovative Rate Design

In this session, attendees will learn how new rates like those supporting DER, electric vehicle charging service, and dynamic TOU pricing must rely on knowledge of the marginal cost of generation services. This presentation will help you understand how such marginal costs are developed to support pricing and what capabilities utilities need in order to provide innovative rates to their customers.

Robert Camfield, Senior Regulatory Consultant, Christensen Associates

12:00 p.m. :: Workshop Concludes

Instructors

Jason Strong, Vice President of Regulatory Affairs, National Rural Utilities Cooperative Finance Corporation (NRUCFCor CFC)

Mr. Strong leads and directs a staff of electric utility consultants and analysts providing federal and state regulatory expertise and solutions to CFC electric cooperative members and internal stakeholders.  Jason is responsible for regulatory affairs, regulatory accounting, rate of return, revenue requirement determinations, cost-of-service, wholesale and retail rate design, tariff and rate administration, and econometric modeling and advanced data analytics. Prior to joining CFC, Jason was an Economist in the Office of Energy Market Regulation at the Federal Energy Regulatory Commission (FERC).  During his twelve-year tenure at the FERC, Jason led inter-disciplinary teams in efforts concerning Commission regulations and policies advising numerous Chairman, Commissioners and keydecision makers in hundreds of proceedings involving cost-of-service and rate design, cost allocation methods, regional transmission organization energy and capacity auctions, transmission planning processes.  He holds a Master of Science in Applied Economics with a Sequence in Electricity, Natural Gas and Telecommunications Economics and a Bachelor of Science in Economics—both from Illinois State University.


Maryanne Hatch, Senior Rate and Business Consultant, National Rural Utilities Cooperative Finance Corporation (NRUCFC orCFC) 

Ms. Hatch provides business solutions and state and federal regulatory and policy expertise to CFC electric cooperatives and internal stakeholders.  Maryanne is responsible for providing guidance on contemporary retail rate strategies and options; analyzing industry trends, policies and regulatory activities to identify how they impact CFC and its members; litigation support and expert testimony; advocating for CFC and member positions; and developing and delivering educational programs to diverse constituents. Prior to joining CFC, Maryanne was a Senior Director with FTI Consulting (FTI) where she specialized in business and regulatory strategies for clients related to the electricity and natural gas industries. Prior to FTI Maryanne worked at the Edison Electric Institute (EEI) and before this she was an Economist with the Federal Energy Regulatory Commission (FERC), serving in both the Office of Energy Market Regulation and the Office of Administrative Litigation. 

Maryanne holds a Dual Master of Science degree in Economics and Finance, as well as Bachelor of Arts degree in Business Economics—both from the University of Wyoming.


Jeffrey Beeson, Manager of Marketing, Evergy

Jeff Beeson leads Evergy’s marketing and analytics teams, overseeing the marketing strategy for all regulated and non-regulated products and services. In this role, he manages marketing, enrollment and communication efforts for the companies’ electric vehicle, energy-efficiency, home protection, rate options and renewable subscription programs. Prior to Evergy, Jeff managed marketing and communication efforts for the KC Board for Public Utilities, WireCo WorldGroup and the University of Missouri.


Elena Johnston, Senior Product Manager, Evergy

Elena Johnston is a Senior Product Manager at Evergy and has been with the company for to 5 ½ years. Her primary areas of responsibility include the overall implementation and management of selected new products, programs, pilots or services and/or improvement of existing products, programs or services for residential and business customers. Elena stays current on energy efficiency and demand response/grid-edge technologies and other related trends and incorporates them into company capabilities where cost effective and appropriate to increase customer satisfaction. She has a B.S. in Business Administration and Marketing as well as an MBA from the University of St. Mary


Robert Camfield Senior Regulatory Consultant, Christensen Associates

Robert Camfield is Senior Regulatory Consultant at Christensen Associates.  He has extensive experience in the energy industry and the economics of regulation, including resource decisions, regulatory governance and incentive plans, market restructuring, cost allocation, energy contracts, cost of capital, and performance benchmarking. Mr. Camfield has managed numerous projects involving wholesale and retail markets, including market restructuring in Central Europe.  He served as the program director for EEI’s Transmission and Wholesale Markets summer program from 1999 – 2008 and is credited with innovations related to web-based energy services, cost analysis, and two-part tariffs for transmission. Prior to joining Christensen Associates, he served as system economist for Southern Company and chief economist for New Hampshire Public Utilities Commission.

Speakers

  • Zach Anderson, CFO, Wolverine Power Cooperative

  • Mark Carroll, Principal Financial Analyst, Salt River Project (SRP)

  • Bruce Chapman, Vice President, Christensen Associates Energy Consulting

  • Julie Doonan, Rate and Regulatory Affairs Senior Analyst, Hydro-Québec

  • Milton Geiger, Energy Resources Director, Poudre Valley Rural Electric Association, Inc.

  • Allison Hamilton, Senior Principal Markets & Rates, NRECA

  • Tim Harvey, Customer Renewable Solutions Manager, Austin Energy

  • Lon Huber, VP, Rate Design & Strategic Solutions, Duke Energy

  • Scott Jackson, Pricing & Rates Supervisor, Nebraska Public Power District

  • Eddie Plowden, Director, Marketing and Energy Services, Berkeley Electric Cooperative, Inc.

  • Matt Porth, Manager, Energy Services and Govt Relations, Mid-Carolina Electric Cooperative, Inc.

  • David Stowe, Rates Analyst, Intermountain Rural Electric Association (IREA)

  • Charity Wilson, Senior Corporate Analyst, Cobb EMC

Online Delivery

We will be using Microsoft Teams to facilitate your participation in the upcoming event. You do not need to have an existing Teams account in order to participate in the broadcast – the course will play in your browser and you will have the option of using a microphone to speak with the room and ask questions, or type any questions in via the chat window and our on-site representative will relay your question to the instructor.

  • IMPORTANT NOTE: After November 30 you will not be able to join a Teams meeting using Internet Explorer 11. Microsoft recommends downloading and installing the Teams app if possible. You may also use the Edge browser or Chrome.
  • You will receive a meeting invitation will include a link to join the meeting.
  • Separate meeting invitations will be sent for the morning and afternoon sessions of the course.
    • You will need to join the appropriate meeting at the appropriate time.
  • If you are using a microphone, please ensure that it is muted until such time as you need to ask a question.
  • The remote meeting connection will be open approximately 30 minutes before the start of the course. We encourage you to connect as early as possible in case you experience any unforeseen problems.

Register

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

Please Note: This event is being conducted entirely online. All attendees will connect and attend from their computer, one connection per purchase. For details please see our FAQ

If you are unable to attend at the scheduled date and time, we make recordings available to all registrants for three business days after the event

Event Standard RateAttendees
Single Connection - Rate Innovation for Electric CooperativesUS $ 1295.00
Pack of 5 connectionsUS $ 5,180.00
Pack of 10 ConnectionsUS $ 9,065.00
Pack of 20 ConnectionsUS $ 15,540.00
Call us at 303.770.8800 if you have any specific questions on the volume discounts
* all other discounts do not apply to license packs

This event has the following workshops:

Implementing Innovative RatesUS $ 495.00

By registering I indicate I agree with EUCI's privacy policy and understand I may receive emailed reports, articles, event invitations and other information related to products and services from EUCI and any of our business partners. I understand I may unsubscribe at any time by clicking the link included in emails.

Take advantage of these discounts!

  • Attend the Conference and workshop and pay US $ 1,695.00 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 February 23, 2021 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

Supporting Organization

By clicking Accept or closing this message, you consent to our cookies on this device in accordance with our cookie policy unless you have disabled them. more information

By clicking Accept or closing this message, you consent to our cookies on this device in accordance with our cookie policy unless you have disabled them. You can change your cookie settings at any time but parts of our site will not function correctly without them. We use cookies during the registration process and to remember member settings.

Close