All-Source Renewable Energy RFP Solicitations

All-Source Renewable Energy RFP Solicitations

Fundamentals & Best Practices

June 22-23, 2022 | Online :: Central Time

When it comes to utility resource procurements, all-source competitive solicitations (ASCS) are emerging as the instruments of choice. Though they can prove significantly more complex to administer than targeted, resource-specific procurement RFPs, they are driving exceptionally favorable outcomes across the board.  Utilities and load serving entities, oversight commissions and stakeholders mostly agree that they yield superior outcomes.

This course will provide all soliciting and bidding parties with an overview of best practices and tools to strategically prepare, design, and respond to these all-source procurement solicitations.  Those active in project development will find the course useful also, as they prepare and position their offering most advantageously. Subject matter experts from utilities, project developers, EPCs and others will share their experiences and strategies to ensure the most competitive and transparent all-source procurement RFPs.

Learning Outcomes

  • Describe a typical all-source RFP procurement process
  • Construct a template for preparing and designing an all-source RFP procurement process
  • Define products for procurement
  • Assess administrative elements
  • Determine protocols
  • Identify terms and conditions
  • Discuss project evaluation criteria
  • Review project short-listing elements for negotiation
  • Examine after-the-project-award actions

Agenda

Wednesday, June 22, 2022 : Central Time

12:45 – 1:00 p.m.
Log In

1:00 – 4:45 p.m.
Course Timing

 

1:00 – 1:20 p.m. :: Overview and Introductions

1:20 – 2:45 p.m. :: ASCS Starting Point – The Resource Plan

  • Basis and identification of resource need(s)
  • Capacity
  • Energy
  • Reserves
  • Resource attributes

ASCS Design & Structure

  • Define products
  • Description and characteristics
  • Satisfying the need(s)
  • Schedule(s)
  • Needed online date(s)

2:45 – 3:00 p.m. :: Afternoon Break

3:00 – 4:45 p.m. :: ASCS Resource Evaluation Priorities (Spec)

  • Net value vs. lowest cost
  • Calculating capacity credits
  • Integration costs
  • Assigning value of real-time flexibility
  • Congestion costs and benefits
  • Transmission and distribution deferral
  • Factoring in natural gas price risk
  • Contribution to system resiliency

Ensuring a Fair and Robust ASCS Process

  • Ownership structure
  • Affiliate inclusion
  • Contractual elements
  • Assembling cohesive internal team
  • Formulating transparent process
  • Diversified marketing channels and outreach
  • Engaging expansive supplier participation
  • Conducting vigorous stakeholder involvement
  • Coherent bidder requirements
  • Evaluation metrics
  • Rational timelines

4:45 p.m. :: Course Adjourns for Day

 

Thursday, June 23, 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. – 4:30 p.m.
Course Timing

 

9:00 – 10:45 a.m. :: ASCS Bidders Engagement

  • Bidder information and documentation
  • Proposal submission procedures
  • Process for soliciting offers
  • Eligibility requirements
  • Timelines
  • Documents
  • Pre-qualification requirements
  • Communication protocols
  • Evaluation approaches
    • portfolio
    • resource
  • Evaluation criteria
    • Quantitative
    • Qualitative (non-price)
  • Bidders conference and question/answer period
  • Offer selection
  • Contract negotiations and execution

10:45 – 11:00 a.m. :: Morning Break

11:00 a.m. – 12:30 p.m. :: Function of Independent Evaluators (Spec)

  • “Administrator” or “Monitor/Observer”?
  • Review of solicitation materials
  • Facilitate communications with bidders
  • Monitor solicitation process
  • Verify utility evaluation results
  • Contract negotiations oversight

Role of Regulatory Oversight Commission

  • Review of ASCS design and process
  • Engagement of independent evaluator
  • Approval of results

12:30 – 1:15 p.m. :: Lunch Break 

1:15 – 2:45 p.m. :: Externalities That May Not Be Reflected in Bidding Process but Could Impact Selection

  • Scalability
  • Transmission access
  • Siting
  • Curtailment
  • Risks associated with project development and resource delivery
  • Availability of storage and recognition of value contribution
  • Supply chain knots

2:45 – 3:00 p.m. :: Afternoon Break

3:00 – 4:30 p.m. :: After the Project Award

  • Administration
  • Monitoring
  • Scheduling
  • Risk optimization

4:30 p.m. :: Course Adjournment

Workshop

Features & Benefits of All-Source Competitive Solicitations (ASCS)

Wednesday, June 22, 2022 : Central Time

Overview

Under what conditions does a utility or other load serving entity (LSE) determine to engage in an all-source competitive solicitation (ASCS) vs. a more traditional competitive, resource-specific RFP?  What alterations are necessary when conducting an ASCS by utilities or LSEs in different utility operating or regulatory contexts? Do ASCS solicitations effectively accommodate non-generation resources such as demand response, DERs, storage and non-wire alternatives (NWAs)?   How effective are ASCS in yielding low-cost resources compared to more traditional competitive, resource-specific RFPs?

This workshop will explore how the concept of resource procurements has evolved over the years, and why it’s important to understand that evolution.  It will also explain when utilities and LSEs might choose to conduct an ASCS or more traditional competitive, resource-specific RFP. And, through case studies of utilities that have conducted such procurement solicitations, it will detail the sometimes-dramatic improvements these ASCS efforts have yielded over previous resource-specific RFPs.

Learning Outcomes

  • Review the historical perspective on competitive solicitations by electric utilities and why that’s important to the administration of ASCS
  • Identify how ASCS solicitations differ based on the regulatory context in which the utility or LSE operates
  • Examine when it makes sense to procure resources through ASCS rather than directed resource procurement RFPs
  • Explore how ASCS must be formulated to accommodate non-generation resources such as demand response, storage and distribute energy resources

Agenda

8:45 – 9:00 a.m.
Log In

9:00 a.m. – 12:15 p.m.
Workshop Timing

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

9:20 – 10:30 a.m. :: Distinctions between Resource-Specified vs All-Source Competitive Solicitations (ASCS)

  • Historical perspective on competitive solicitations by electric utilities
  • Recent technology, policy, and market trends and how they have motivated renewed interest in all-source competitive solicitations (ASCS)
  • Recent trends in ASCS
  • When it makes sense to procure resources through ASCS rather than directed resource procurement RFPs

ASCS In Different Utility Operating Contexts

  • Market participating utilities (ISOs, RTOs and EIMs)
  • Non-market participating utilities
  • IOUs
  • Public power
  • Cooperatives and G&Ts

10:30 – 10:45 am :: Morning Break

10:45 a.m. – 12:15 p.m. :: Accommodation of Non-Generation Resources in All-Source Procurements

  • Demand response (DR)
  • Distributed Energy Resources (DERs)
  • Non-wires Alternatives (NWAs)
  • Storage

Resource Price Discovery as an Output: Case Studies

  • Xcel Energy
  • Northern Indiana Public Service (NIPSCO)
  • Portland General Electric (PGE)
  • Hawaiian Electric
  • Public Service of New Mexico (PNM)

12:15 p.m. :: Workshop Adjournment

Instructors

Kathryn Bohn, Project Manager – Solar & Storage, 8minuteenergy

Katheryn Bohn is Project Manager of Solar & Storage at project developer 8minuteenergy.  She joined the firm in 2021.  Previously she spent seven years at Burns & McDonnell, first as Assistant Mechanical Engineer then as Staff Mechanical Engineer.  She also filled brief engineering assignments at Phillips 66 and Eaton Corp.  She earned a Bachelor of Science degree in Mechanical Engineering from Cal Poly San Luis Obispo and a master’s degree in engineering management from Penn State University.


Lauren Shwisberg, Manager – Carbon-Free Electricity, RMI

Lauren Shwisberg is a Manager in RMI’s Carbon-Free Electricity Practice, leading research and collaboration projects to support the rapid transition to a low-carbon electricity system. Her work examines the roles that renewable energy and distributed energy resources can play in grid planning and investment.  She has experience as a facilitator for RMI’s Electricity Innovation Lab (eLab), an assembly of thought leaders and decision makers from across the US electricity sector focused collaborative innovation to address critical barriers to clean energy deployment.  Prior to joining RMI, Ms. Schwisberg received her master’s degree from Stanford University in Civil and Environmental Engineering, focused on Atmosphere and Energy. While in graduate school, she worked at RMI as a Schneider Fellow with eLab Leap. She was also an intern at Tesla where she worked on the Powerpack product team, building models to assess large-scale energy storage applications.  Before returning to graduate school, she worked as a civilian engineer for the United States Navy. With Naval Sea Systems Command, Ms. Shwisberg primarily worked in program management on shipbuilding programs, and pursued her interest in renewable energy through execution of the energy efficiency portfolio for large amphibious ships, and energy and environmental policy at the Pentagon. While living in Washington D.C., she was a fellow with the Clean Energy Leadership Institute.


Marie Fontenot, Senior Director – Power Resources, East Bay Community Energy

Marie Fontenot is Senior Director of Power Resources at East Bay Community Energy in Oakland, Calif.  She sets the procurement strategy for all wholesale power products and leads a team to execute this strategy, ensuring EBCE delivers upon its commitments to the Board of Directors and communities it serves to provide customers with clean, affordable electricity. She also ensures EBCE complies with California’s renewable portfolio standard, resource adequacy and electric system reliability requirements.  Prior to joining EBCE, Ms. Fontenot served as Chief of Staff to PG&E’s Executive Vice President and General Counsel; she also led PG&E’s Competitive Solicitations team, negotiated long-term energy storage and renewable energy contracts, and stood up PG&E’s renewable energy credit (REC) trading program. Her career in energy began at Xcel Energy as a NERC-certified Power Systems Trader responsible for bidding supply and demand into the MISO and SPP energy markets, performing generation control and dispatch and trading physical electricity.


Dean Koujak, Principal, CRA International

Dean Koujak is Principal of CRA International, providing energy market and procurement advisory services to utilities, developers, investors, and other stakeholders in the electric power industry.  Prior to joining CRA, he was a director in the Energy Practice of Navigant, which was later acquired and re-branded as Guidehouse, Inc.  While at the firm, he served as a consultant to utilities and other stakeholders in the industry advising on procurement, large-scale renewable development, renewable portfolio standards compliance, utility business strategy, decarbonization pathways, transmission infrastructure planning, grid modernization, non-wires solutions, power markets matters (NYISO/PJM/ISO-NE/MISO), energy efficiency program implementation, utility contract negotiations, electric resource planning, regulatory compliance strategy, M&A, and industry litigation.  Mr. Koujak is highly qualified in independent procurement oversight and implementation and has served in a variety of capacities in this regard including as an independent evaluator, administrator, independent monitor, and independent observer. He earned a bachelor’s degree in engineering management for New York Institute of Technology, an MBA from Stony Brook University and his law degree from Hofstra University.

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: 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

REGISTER NOW FOR THIS EVENT:

All-Source Renewable Energy RFP Solicitations

June 22-23, 2022 | Online
Individual attendee(s) - $ 1195.00 each

Volume pricing also available

Individual attendee tickets can be mixed with ticket packs for complete flexibility

Pack of 5 attendees - $ 4,780.00 (20% discount)
Pack of 10 attendees - $ 8,365.00 (30% discount)
Pack of 20 attendees - $ 14,340.00 (40% discount)

RELATED WORKSHOPS:

Features & Benefits of All-Source Competitive Solicitations (ASCS)

June 22
Individual attendee(s) - $ 495.00 each

Volume pricing also available

Individual attendee tickets can be mixed with ticket packs for complete flexibility

Pack of 20 attendees - $ 1980.00
Pack of 20 attendees - $ 3465.00
Pack of 20 attendees - $ 5940.00

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 May 20, 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

CEUs

Credits

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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 0.9 CEUs for this course and 0.3 CEUs for the workshop

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, PowerPoint presentations, and group discussion will be used in this event.  


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

Course CPE Credits: 11.0
Workshop CPE Credits: 3.5
There is no prerequisite for this Course.
Program field of study: Specialized Knowledge
Program Level: Basic
Delivery Method: Group Internet Based
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. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

 

 

Who Should Attend

In utilities and other power systems procuring renewable energy resources…

  • Procurement staff
  • Contract administration staff
  • Renewable energy planning staff
  • Integrated resource planning staff
  • (Resource) origination staff
  • Project management staff
  • Compliance staff

In the power project development sector providing renewable energy resources…

  • Business development
  • Project management

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