Energy Storage Contracts

Energy Storage Contracts

October 11, 2022 | Online :: Mountain Time

“Seminars provide a high-level overview for current industry challenges.” Manager of Power Supply, Wolverine Power Cooperative

In the electric system, energy storage is a technology like no other because of the multiple, essential functions it performs as a generation resource, as load, and as transmission or distribution infrastructure.  Consequently, the structure of power purchase agreements (PPAs) employed for more traditional generating facilities do not necessarily translate to energy storage, or the PPA lacks flexibility to accommodate multiple uses. Therefore, when negotiating and forming an energy storage offtake agreement, it is critical for all parties to understand the ways in which the storage system will be used.

This storage course covers the key issues and contract provisions that need to be considered when negotiating storage projects. The course will help keep you abreast of the importance of energy storage and how to undertake necessary initiatives in a practical and manageable way. 

Learning Outcomes

  • Review the key issues and contract provisions for storage projects
  • Explain contract negotiations, contracting parties and managing operations
  • Evaluate the performance components of storage contracts
  • Discuss managing deadlines especially with supply chain issues
  • Review the energy storage functions as they relate to contracts
  • Discuss the various policy and institutional drivers for energy storage
  • Review the current environment for energy storage
  • Review several case studies and discuss future opportunities



Tuesday, October 11, 2022 : Mountain Time

8:15 – 8:30 a.m.

12:15 – 1:15 p.m.
Lunch Break

8:30 a.m. – 4:00 p.m.
Course Timing


8:15 – 8:45 a.m. :: Welcome Announcements

8:45 a.m. – 12:15 p.m. :: Morning Session (includes break)

Contract and Key Provisions for BESS Projects

  • Purchase vs. storage as a service option
  • Negotiations
  • Contracting parties
  • Managing operations
  • Warranty guarantees
  • Performance guarantees
  • Understanding contract clauses
  • Storage PPAs
  • Clarity on differences in the RFP and negotiations
  • Sorting out players and their legal responsibilities
  • Long term service agreements (LTSAs)

Ashley Wald, Partner, Holland & Hart LLP

Nic Gladd, Partner, Pierce Atwood LLP

    12:15 – 1:15 p.m. :: Lunch Break

    1:15 – 4:00 p.m. :: Afternoon Session (includes break)

    Energy Storage Functions as They Relate to Contracting Services

    • Background of storage
    • Key storage metrics
      • Terminology
      • Technology comparisons
      • Capital cost/life trends
    • Market Applications
      • ISO/RTOs
      • Hybrid storage
    • Storage as wires
    • Performance components of storage contracting
      • Warranty vs. performance guarantees
      • O&M and LTSA
      • Testing and Maintenance
    • Project Development
      • Participants
      • Competitive market evaluation
      • Capital costs
      • Model inputs
      • Sample projects

    Joel Berger, Senior Consultant – Emerging Technologies, Customized Energy Solutions (CES)

    Case Studies

    • Xcel Energy – the technical requirements of the RFP
    • Arizona Public Service – Integrating storage performance and tariffs into PPAs at APS

    Final Considerations

    • Next steps
    • Future Opportunities

    Nathan Kassees, P.E., Principal Engineer, Grid Storage and Emerging Technologies, Xcel Energy

    Daniel Clark, Energy Innovation Advisor, Arizona Public Service

    4:00 p.m. :: Course Adjourns


    Joel Berger, Senior Consultant – Emerging Technologies, Customized Energy Solutions (CES)

    Joel Berger is a Senior Consultant for the Emerging Technologies group at Customized Energy Solutions, joining the firm in 2019.  He utilizes and provides endorsement to the CoMETS asset modeling platform and evaluates various favorable opportunities for energy storage for both behind-the-meter and grid-connected applications. He also monitors and participates in ISO/RTO stakeholder processes to observe growth in market potential for energy storage, providing technical insight where possible and supplying cutting edge intelligence on storage opportunities.  Prior to coming to CES, Mr. Berger worked for an international renewable energy company participating in development, construction, operations and asset management of Energy Storage Projects in three ISO/RTOs.  He holds a M.S. degree in Mechanical Engineering from the University of Colorado, as well as a B.A. degree in Physics and Mathematics.

    Nic Gladd, Partner, Pierce Atwood LLP

    Mr. Gladd represents clients in complex transactional, regulatory, and litigation matters spanning the energy industry. Nic is experienced in structuring and negotiating commercial agreements for energy projects and operating assets, counseling on power market design and cost-of-service ratemaking, and representing clients before administrative agencies and appellate courts. Nic has advised clients on over 40 energy and infrastructure transactions, representing more than $25 billion in capital. He has advised clients nationally on energy storage matters involving RTOs/ISOs, FERC, state public utilities commissions, and municipalities. Before private practice, he held several high-level positions at FERC, including serving as legal advisor to FERC Chairman Kevin J. McIntyre, for whom he oversaw FERC’s landmark energy storage rulemaking, Order No. 841. Prior to joining Chairman McIntyres staff, Nic was a litigation attorney in FERC’s Solicitors Office, where he defended FERC in the U.S. Court of Appeals for the D.C. Circuit and in U.S. district courts.

    Ashley Wald, Partner, Holland & Hart LLP

    Ms. Wald provides guidance to clients in the solar, wind, hydropower, and natural gas industries as they develop energy projects and related infrastructure across the United States.  She negotiates power purchase agreements on behalf of clients seeking to buy renewable power, including municipal utilities and electric cooperatives, and she is uniquely positioned to provide insights and strategic solutions based on her experience sitting on both sides of the negotiating table.  In addition, Ms. Wald counsels clients in the purchase and sale of energy project assets and project companies.

    Nathan Kassees, P.E., Principal Engineer, Grid Storage and Emerging Technologies, Xcel Energy

    Mr. Kassees is a subject matter expert for battery storage and microgrid systems at Xcel Energy. Prior to joining Xcel in 2021, he was a consulting engineer with Oncor Electric Delivery. At Oncor, Nathan performed root cause analysis and provided solutions for system power quality issues related to voltage stability, harmonics, voltage flicker, over/under voltage, equipment malfunctions, and more for Oncor’s system. He has a BS in Electrical Engineering from the University of Texas and an AS in Science from Collin College.

    Daniel Clark, Energy Innovation Advisor, Arizona Public Service

    Mr. Clark is an Energy Innovation Program Consultant at Arizona Public Service.  He has experience across a broad swath of the power industry, including solar OE, design and development, energy storage development and design, as well as fossil generation and T & D.  Since 2018, he has evaluated and implemented new technologies to help improve the utility’s grid reliability, safety, and ability to accommodate more clean energy.  His current primary efforts are on installing battery energy storage systems at both the distribution level (power quality, deferment, DER capacity) and the transmission level (resource capacity, balancing).  Prior to joining APS, Mr. Clark was a senior electrical engineer at Burns & McDonnell, where he had been an employee-owner for 9 1/2 years.  He also served 3 1/2 years at Project Controls, where he was responsible for Client Program cost control, cash flow, budget reporting, change management, contract management, material management, invoice tracking, procurement, and KPI tracking


    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


    Energy Storage Contracts

    October 11, 2022 | Online
    Individual attendee(s) - $ 995.00 each

    Volume pricing also available

    Call us at 1.303.770.8800 to find out if we can customize a package for you

    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 September 9, 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




    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 0.6 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 conference to be eligible for continuing education credit.

    Instructional Methods

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

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

    Course CPE Credits: 7.0
    There is no prerequisite for this Course.
    Program field of study: Specialized Knowledge
    Program Level: Basic
    Delivery Method: Group Internet Based
    Advanced Preperation: 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:



    Who Should Attend

    Individuals working in the following areas will benefit from attending this event:

    • Distributed level renewable energy project developers
    • Grid level renewable energy project developers
    • Utility management
    • Technical staff
    • Regulators
    • RTOs/ISOs
    • Consultants
    • Equipment manufacturers
    • Renewable systems
    • Solicitation / Procurement staff
    • Resource Planning staff
    • Transmission staff
    • Distribution staff
    • Regulatory staff
    • Storage vendors

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