Distributed Resource Pricing 101: NEM and Beyond

Distributed Resource Pricing 101: NEM and Beyond

April 27-28, 2022 | Online :: Central Time

“This was a well-rounded group of speakers with different backgrounds and perspectives — great choices.  It really helped me to fill in the solar ‘blanks’”. Utility Rate Analyst, Lodi Electric Utility

“A valuable resource from which to gain the most current industry knowledge from leading experts in the field.” Spokesperson, Arizona Public Service (APS)

“EUCI does a great job of providing continuing education for the utility sector. I learn new things at every event.” Tim Echols

“EUCI conferences are wonderful for gaining a broader understanding of your areas of interest.” IT & Monitoring Systems Manager, IMMODO Energy

“The knowledge and experience represented by the speakers was extensive and impressive. So great to have this brainpower all in one room.” Vice President – Solar Services, EcoMotion

“The speakers helped us to think about the bigger picture of the current state of the industry, and left us understanding the various options being used or considered in NEM and solar rate programs.” Manager – Financial Accounting, Lee County Electric Cooperative (LCEC)

“A wealth of information that’s useful in determining if we are on the track.” Policy Advisor, DC Public Service Commission

“Very good conference.” Director – System Planning & Consulting, UC Synergetic

“Superb conference in terms of content, speakers and relevance. Will help with understanding critical issues for NEM and provide many examples to learn from.” Senior Manager, CT Green Bank

“Comprehendible, relevant and educational for all!” Project Coordinator – Renewable Development

“An extremely helpful and professional opportunity for discussion.” Auditor, Michigan Public Service Commission

“Excellent discussion of the ways NEM is being addressed across the U.S.” Director, Clean Power Research

“A fantastic learning and networking opportunity. Well worth the expense for anyone who works on rates and regulatory issues.”

“Really helped my understanding of NEM issues. Glad I attended.” Manager – Energy & Finance, Sacramento Municipal Utility District

This net energy metering (NEM) and solar distributed resources (DER) utility course will explore common rate structures and alternate measures now receiving greater attention, study, and debate.  It will examine the array of options that utilities, regulatory commissions and stakeholders are looking to as a means for: 1) striking the necessary balance between promoting the advancement of solar policy and development, 2) facilitating appropriate rate recovery, 3) ensuring grid reliability, and 4) enabling consumer choice.  Finally, the program will consider how various jurisdictions are working through these challenges, and what the results have been or are projected to be.  Utilities, regulatory bodies, and project developers with active or anticipated NEM and DER-related cases will find this a must-attend forum to evaluate their options and the path forward.

Learning Outcomes

  • Appraise various utility solar rate designs and mechanisms in use
  • Identify common elements of regulatory costs, benefits and externalities that can be reflected in “retail” rate structures
  • Evaluate strategic utility challenges in establishing solar program revenue targets
  • Examine distributed solar valuation, avoided cost and levelized cost (LCOE) calculation metrics and assumptions
  • Discuss “in-progress” net energy metering, tariff and related “retail” solar rate proceedings and their prospective relevance to utility rate cases
  • Assess how the higher penetration of customer distributed generation solar impacts utility business models for the future



Wednesday, April 27, 2022 : Central Time

8:45 – 9:00 a.m.
Log In and Welcome

12:30 – 1:15 p.m.
Lunch Break

9:00 a.m. – 5:00 p.m.
Course Timing


9:00 a.m. – 9:20 a.m. :: Overview and Introductions

9:20 – 10:45 a.m. :: Principles of Solar DER/Net Energy Metering (NEM)

  • Context within broader DER class
  • Types and applications
  • Drivers
  • Cost recovery
  • Studies and analyses

The Function of Avoided Cost(s) in NEM Formulation

  • Demand vs. average usage
  • Revenue recovery under NEM
  • Efficient pricing
  • Why avoided costs matter
  • Costs avoided by DER
  • Calculating the value of solar components
  • Competing perspectives
  • Costing implications for rates

10:45 – 11:00 a.m. :: Morning Break

11:00 a.m. – 12:30 p.m. :: Solar DER & NEM Variations

  • Basic
  • Value of Solar Tariff (VOST)
  • 2.0
  • Net billing
  • Net billing + grid services
  • Buy all, sell all (BASA)
  • BASA + grid services

12:30 – 1:15 p.m. :: Lunch Break

1:15 – 2:45 p.m. :: Survey of U.S. Solar DER & NEM Pricing & Policy Initiatives

This segment will survey more or less current actions in the United States where there have been proposed and enacted legislative, regulatory policy, and rate design changes affecting the value proposition of distributed energy resources (DERs), with a special emphasis on solar and net energy metering (NEM).  Its content draws on a quarterly series of state policy updates from the North Carolina Clean Energy Technology Center, called the 50 States of Solar.

2:45 – 3:00 p.m. :: Afternoon Break

3:00 – 4:45 p.m. :: Wholesale & Retail Electricity Market Solar DER and NEM Pricing Dimensions

Technology innovations, expanding market revenue options and booming utility-scale capacity are exerting downward pressure on the marginal value of solar energy resources in wholesale markets.  Concurrently, residential and commercial/industrial solar and DER resources are flooding into the retail markets.  Layer in the eventual implementation of FERC’s Order 2222, which will blur the market boundaries for solar DER and NEM resources as availability increases.  This segment will assess the impact that converging wholesale and retail electricity market conditions have on utility rate and pricing decisions.


Thursday, April 29, 2022 : Central Time

8:45 – 9:00 a.m.
Log In

9:00 a.m. – 12:15 p.m.
Course Timing


9:00 – 11:00 a.m. :: NEM Case Studies Under Different Regulatory Structures

  • New York – retention of a lost revenue rider
  • California – 3.0 and the new frontier; plus, what a muni pursued after undergoing a thorough analytical and stakeholder vetting process
  • South Carolina and North Carolina – different approaches by the same utility
  • Hawaii – in a state that’s “tried it all”, has the elimination of NEM and the introduction of a TOU rate design achieved the desired outcome?
  • Independent power producer – operating NEM in different states and under different NEM structures

11:00 – 11:15 a.m. :: Morning Break

11:15 a.m. – 12:15 p.m. :: Regulatory, Utility & Third-Party NEM Developments

  • Seminal Studies – calculating the value of energy produced by customer-generators in order to establish a more precise credit rate for excess generation
  • Withdrawn proposals to adopt additional fees for solar customers
  • Longer transitions to net metering successors
  • Treatment of solar DER and NEM-resources in ISOs’ implementation of FERC 2222
  • Other FERC matters

12:15 p.m. :: Course Adjournment


Autumn Proudlove, Senior Policy Program Director, NC Clean Energy Technology Center (NCCETC)

Autumn Proudlove is the Senior Policy Program Director at the NC Clean Energy Technology Center (NCCETC), joining the Energy Policy team in 2014. She manages the Center’s energy policy research and analysis activities outside of the Database of State Incentives for Renewables and Efficiency (DSIRE).  Ms Proudlove leads the team’s quarterly policy tracking reports, the 50 States of Solar and the 50 States of Grid Modernization, as well as the development of new policy research initiatives. Autumn also contributes to DSIRE and previously managed the Center’s work on the SunShot Solar Outreach Partnership.

Eric Poff, Manager – Energy & Finance, Sacramento Municipal Utility District (SMUD)

Eric Poff is Manager of Energy & Finance at the Sacramento Municipal Utility District (SMUD), where he has served for the past eight years.  He has been in that position for more than two and a half years, with a previous assignment of assistant superintendent for the Solano Wind Project.

Lon Huber, Vice President – Rate Design and Strategic Solutions, Duke Energy (invited)

Lon Huber is Vice President of Rate Design and Strategic Solutions at Duke Energy Corp. He has been at Duke Energy since 2019, where he oversees the development and implementation of pricing and strategic solutions for the collection of more than $22 billion in regulated revenue per year. Prior to joining Duke, Mr. Huber led Navigant’s North American retail energy regulatory offering. In this capacity, he provided expert witness testimony, proceeding strategy, and pricing solutions on behalf of clients across the energy sector landscape. Mr. Huber With more than a decade in the energy industry, his experience spans public and private sectors, as well as academia. In addition to his work on behalf of industry clients, Mr. Huber has directly educated consumers on new rates and demand response options, designed tariffs, and consulted on education and communication strategy.  He has received numerous awards including being named Utility Dive’s Innovator of the Year for 2018 and is well known for his creative data-driven solutions to some of the energy industry’s most pressing issues, including rate design, DER pricing reform, RPS modernization, and energy storage.

Bruce R. Chapman, Vice President, Christensen Associates Energy Consulting

Bruce R. Chapman is Vice President at Christensen Associates Energy Consulting.  He assists utilities, regulatory agencies and other clients in the electricity and natural gas industries to improve their costing and pricing capabilities. Mr. Chapman advises clients in such areas of expertise as cost-of-service analysis and rate design based upon established regulatory and market-based principles; innovative rate design including demand response products, renewables pricing, fixed billing, and other market-based retail pricing products; load forecasting and load research analysis. Additionally, Mr. Chapman has supervised the development of software required for the implementation and support of innovative retail products.

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.


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 Seat - Distributed Resource Pricing 101: NEM and BeyondUS $ 1195.00
Pack of 5 SeatsUS $ 4,780.00
Pack of 10 SeatsUS $ 8,365.00
Pack of 20 SeatsUS $ 14,340.00
Call us at 303.770.8800 if you have any specific questions on the volume discounts
* all other discounts do not apply to seat packs

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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 March 25, 2022 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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EUCI is accredited by the International Accreditors for Continuing Education and Training (IACET) and offers IACET CEUs for its learning events that comply with the ANSI/IACET Continuing Education and Training Standard. IACET is recognized internationally as a standard development organization and accrediting body that promotes quality of continuing education and training.

EUCI is authorized by IACET to offer 1.0 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 

PowerPoint presentations and classroom discussion will be used in this course for each learning outcome.  

Upon successful completion of this event, program participants interested in receiving CPE credits will receive a certificate of completion.

Course CPE Credits: 11.0
There is no prerequisite for this Course.
Program field of study: Specialized Knowledge
Program Level: Beginner/Intermediate
Delivery Method: Group-Live presented online due to COVID-19
Advanced Preparation: None

CpeEUCI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

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