By - Jon Brown

FERC and State Actions to Facilitate the Deployment of Energy Storage
August 19-20, 2019 | Denver, CO

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Overview

The U.S. energy storage market has grown significantly since FERC first authorized non-generator resources to provide ancillary services to the grid. Last year, the commission issued Order 841 that acknowledges the technological advances and recognizes the increased role that energy storage should play in the wholesale power markets. As such, the rules are intended to remove significant regulatory barriers so that energy storage can provide all market services, including capacity, energy and ancillary services in regions where the grid is operated by RTOs/ISOs.

With grid operators filing their official Order 841 compliance plans in 2019, the energy storage industry now has a more complete picture of how each ISO is planning to move forward. Mandated market changes that could be implemented this year are expected to open a new set of opportunities for storage devices to provide services in wholesale capacity, energy, and ancillary services markets. No surprise, though, that the details of how each ISO and RTO plans to implement FERC’s requirements have been the subject of much debate in the energy industry.  Besides this and other FERC measures to stimulate the deployment, some states have passed measures that have accomplished or set out to accomplish similar outcomes. 

This course will provide an update on how these new federal and state regulatory measures will allow batteries and other storage technologies to more fully participate in the multiple wholesale electricity markets. It will also capture a more complete picture of how these resources will offer, operate and settle in these wholesale energy and ancillary services markets as well as drive deployment in the applicable state jurisdictions.   

Learning Outcomes

  • Review Order 841 and the unique aspects of compliance across the RTOs/ISOs
  • Apply an analysis of how compliance plans may benefit storage
  • Explain the rules of the new FERC Order 841 and what’s being contemplated to implement the Order and facilitate its success.
  • Discuss how RTOs/ISOs are dealing with hybrid storage currently
  • Discuss Order 845 and Order 845a and how they benefit storage
  • Discuss storage acting as transmission and distribution infrastructure
  • Evaluate the dual-use of storage

Credits

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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 1.0 CEUs for this event and 0.4 CEUs for the workshop.

 

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

This program will include PowerPoint presentations and panel discussions

Agenda

Monday, August 19, 2019

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

8:30 – 8:45 a.m. :: Overview and Introductions

8:45 a.m. – 5:00 p.m. :: Course Timing

(includes two 15 minute breaks)

12:00 – 1:00 p.m. :: Group Luncheon


Review of Order 841 and Unique Aspects of Compliance Across the FERC-jurisdictional RTOs/ISOs

  • Common comments from interveners on the respective filings
  • FERC responses to filings and comments

Detailed Analysis of How Compliance Plans May Benefit Storage and Where the Industry Seeks Improvement

  • Market-to-market variations in proposed participation models for electric storage resources
  • Updated timelines for implementation
  • A more complete picture of how the grid operators are moving forward

A Critical Business Model Not Covered by Order 841 — Hybrid Storage

  • How RTOs/ISOs are dealing with hybrid storage now
  • What markets are taking active steps to better accommodate the platform
  • Beneficial coupling of two or more energy storage technologies and their supplementary operating characteristics

Order 845 and Order 845a

  • Review of Order 845 and Order 845a
  • How could the interconnection order benefit energy storage

Storage for Reliability Services

  • Storage acting as transmission and distribution infrastructure
  • Technical applications for storage as an NWA

Dual-use Storage

  • Storage acting as T&D while also earning revenues from market participation
  • Deferring or avoiding the need to upgrade T&D equipment

Tuesday, August 20, 2019

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

8:30 – 11:45 a.m. :: Course Timing

(includes 15 minute break)


“Follow the Money”

  • Examples of modeling the economic potential of energy storage under rules that allow for participation in all market products
  • Case studies in storage modeling

How Storage May be Enabled and Deployed in the Non-market WECC

  • Progression and predictions for the Western Energy Imbalance Market
  • What is required from commissions in non-wholesale market states?

Other State-Level Storage Measures and Engagement

  • Updates on the latest mandates
  • Texas taking its own steps

Final and Future…

  • What’s next
  • Where does storage go from here

Workshop

Storage as a Non-Wire Alternative (NWA) to Infrastructure Expansion

Tuesday, August 20, 2019 

1:00 – 4:30 p.m.

Overview

Industry interest in the use of storage as a Non-Wire Alternatives (NWA) is expanding in an effort to reduce costs, increase capacity, improve reliability, provide system benefits, and comply with regulatory directives. Over the past several years, some utilities have embraced this flexible, scalable, economically and operationally efficient approach to manage their energy delivery system because it allows them to defer the need for traditional infrastructure investments and achieve other system or state goals.  With the maturation of storage technologies and their corollary decline in cost, they now offer immediate value in the NWA equation.

This workshop will cover the strategic factors impacting storage NWA program design such as: the market and regulatory environment, utility operating procedures, business drivers and. A program implementation review will cover the tactics and methodologies used on recent storage NWA deployments across the country, including discussion of planning, and project implementation. The course will delve deep into the value proposition of NWAs and how they relate to fulfillment of energy, transmission or distribution needs.

The primary audience for the courses includes utility and regulatory staff as well as transmission developers and organizations seeking to improve their knowledge and understanding of how storage-based NWAs fit in the transmission and distribution (T&D) planning process.

Learning Outcomes

  • Explain what Non-Wires Alternatives (NWA) is and how to set up the framework
  • Discuss lessons learned from various case studies
  • Explain the structure of a typical NWA program development
  • Discuss the components of the storage NWA Value Stack
  • Discuss how to incorporate revenues from the market itself

 

Agenda

Setting up the NWA Framework

  • What is a Non-Wires Alternative?
  • How has storage as an NWA been treated in the past?

Challenges and Lessons Learned from Case Studies

  • What are the most viable technical applications for storage as an NWA?
  • What are some of the most common misleading assumptions when attempting to develop and deploy storage as an NWA?

The Typical Structure of a Storage NWA Program Development

  • Incorporation of storage into T&D planning
  • Ownership and cost allocation
  • Impacts on markets
  • Contract structures, operational authority, and performance requirements

Components of the Storage NWA Value Stack

  • Infrastructure-specific values
  • “Soft” values that storage can provide when compared to traditional infrastructure solutions

Dual-Use Storage: How to Incorporate Revenues from the Market Itself

  • FERC policy statement
  • Interconnection processes and agreements
  • Metering and accounting
  • Obligations to the system vs. the market

 

Instructors

Joe Fox, Market Director – Power, Ulteig

Joe’s career spans various engineering, technical sales, and market development leadership positions with diversified technology providers and renewable EPC / development firms.  His technical experience includes network planning and analysis, grid modelling, and dynamic simulation of various alternative energy solutions including energy storage, power electronics, renewable energy, FACTS, and microgrids.  Specific to energy storage, Joe has conducted numerous technical and commercial studies demonstrating energy storage use cases, including comprehensive studies for a large IOU in Texas and a large IOU in the Southeast U.S. that has led to multiple grid connected energy storage projects.  Joe holds a B.S. in Electrical Engineering from the University of Wisconsin-Madison.


John Fernandes, Senior Consultant – Emerging Technologies, Customized Energy Solutions (CES)

A recognized thought leader in energy storage policy and market development, John brings over a decade of broad experience in the energy industry with time spent at a public utility, the Federal Energy Regulatory Commission, and some of the country’s leading energy storage development companies.  John has operated in every US wholesale energy market and has offered expertise in international markets, including Canada, the UK, Mexico, and Australia.  He has helped shaped policy for numerous states as well as the US Department of Energy.  John has an MBA from the University of Delaware, a Master’s in Public Health from Johns Hopkins University, and is a guest lecturer for the University of Colorado at Denver Global Energy Management Program.

Speakers

John Fernandes, Senior Consultant – Emerging Technologies, Customized Energy Solutions (CES)

A recognized thought leader in energy storage policy and market development, John brings over a decade of broad experience in the energy industry with time spent at a public utility, the Federal Energy Regulatory Commission, and some of the country’s leading energy storage development companies.  John has operated in every US wholesale energy market and has offered expertise in international markets, including Canada, the UK, Mexico, and Australia.  He has helped shaped policy for numerous states as well as the US Department of Energy.  John has an MBA from the University of Delaware, a Master’s in Public Health from Johns Hopkins University, and is a guest lecturer for the University of Colorado at Denver Global Energy Management Program.


Joe Fox, Market Director – Power, Ulteig

Joe’s career spans various engineering, technical sales, and market development leadership positions with diversified technology providers and renewable EPC / development firms.  His technical experience includes network planning and analysis, grid modelling, and dynamic simulation of various alternative energy solutions including energy storage, power electronics, renewable energy, FACTS, and microgrids.  Specific to energy storage, Joe has conducted numerous technical and commercial studies demonstrating energy storage use cases, including comprehensive studies for a large IOU in Texas and a large IOU in the Southeast U.S. that has led to multiple grid connected energy storage projects.  Joe holds a B.S. in Electrical Engineering from the University of Wisconsin-Madison.


Dan Williams, Director, Market Intelligence – West, Customized Energy Solutions (CES)

Prior to joining Customized, Dan was a Senior Policy Analyst for Portland General Electric’s Power Supply Operations, engaging with the CAISO and regional partners to evolve policy and market design components of the Energy Imbalance Market and working to successfully position PGE’s Power Supply Operations group in both the EIM and the CAISO’s Day-Ahead market.  Before joining PGE, he worked for Puget Sound Energy where he helped develop and direct their Federal regulatory and compliance strategy. Dan has also worked as a real-time energy trader for both Puget Sound Energy and Tri-State Generation and Transmission, gaining broad experience in the wholesale bilateral energy markets of the Western United States.


Andrew O. Kaplan, Partner, Pierce Atwood LLP

Andrew Kaplan is Partner at the law firm, Pierce Atwood LLP.  His practice focuses on providers of energy storage, demand response, ancillary services, and electricity and gas transmission and supply, both in the wholesale and retail markets. He regularly represents clients before the Federal Energy Regulatory Commission (FERC) and Independent System Operators/Regional Transmission Operators (NYISO, ISO-NE, PJM, Midcontinent ISO, California ISO, SPP and ERCOT), and many state public utility commissions. Mr. Kaplan has won significant rulings before FERC that helped to pave the way for growth among leaders in the energy storage industry.  Before he affiliated with Pierce Atwood, his background experience in both the private sector and as General Counsel and Chief of Staff with the Massachusetts Department of Telecommunications and Energy (now the Department of Public Utilities).  He earned his J.D. from the University of Miami School of Law and his B.A. from the State University of New York at Stony Brook.

Location

EUCI Office Building Conference Center

4601 DTC Blvd, B-100

Denver CO, 80237

 

Suggested Hotel

Hyatt Place Denver Tech Center
8300 E. Crescent Parkway
Greenwood Village, CO 80111
0.9 miles away

Call Central Reservations at 1-888-492-8847 and ask for the corporate rate under the Group Code: EUCI or visit https://denvertechcenter.place.hyatt.com/en/hotel/home.html?corp_id=102338 for the current EUCI rate.
(Hot Breakfast included and Free Shuttle to and from EUCI)

Other Nearby Hotels

Hyatt Regency Denver Tech Center
7800 E Tufts Ave
Denver, CO 80237
Phone: 303-779-1234
0.3 miles away

Hilton Garden Inn Denver Tech Center
7675 E Union Ave
Denver, CO 80237
Phone: 303-770-4200
0.6 miles away

Denver Marriott Tech Center
4900 S Syracuse St
Denver, CO 80237
Phone: 303-779-1100
0.7 miles away

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

EventEarly Bird Before
Friday, August 02, 2019
Standard RateAttendees
FERC and State Actions to Facilitate the Deployment of Energy StorageUS $ 1195.00 US $ 1395.00

This event has the following workshops:

Storage as a Non-Wire Alternative (NWA) to Infrastructure ExpansionUS $ 495.00
US $ 595.00

*Please note: all attendees of the conference will receive a link to downlaod all presentations that are made available by the presenters. If you cannot attend the conference but would still like a copy of these materials, please consider purchasing the proceedings package listed below

I cannot attend but would like a copy of the proceedings

Proceedings package US $ 395.00

Take advantage of these discounts!

  • Attend the Conference and workshop and pay US $ 1,595.00 per attendee (save US $ 95.00 each)

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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 July 19, 2019 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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