Energy Storage: Utility Best Practices

Energy Storage: Utility Best Practices

October 25-26, 2022 | Online :: Central Time

Advanced energy storage technologies have matured rapidly in recent years and installations continue to gain momentum across North America and the world. The interest in energy storage continues to expand for number of reasons including solving the intermittency problem as utilities continue to add renewables to the grid. Evolving technology now gives consumers more control of their energy use, which has spawned companies to take advantage of this movement. Many companies continue to pursue market and regulatory changes to integrate more storage.

Multiple power companies have committed to significant carbon reduction goals in the next two decades. To achieve these goals, power companies and utilities will increasingly rely on energy storage to assuage volatility in wholesale markets as well as support additional renewables on the grid. This conference will include policy updates, multiple utility case studies, ISO/RTO market updates and procurement for energy storage. The presentations shared during this conference will provide valuable information on a full spectrum of applications for utilities, regulatory agencies, project developers, private investors, and wholesale market participants.

Learning Outcomes

  • Review the history of energy storage and economic performance metrics
  • Discuss policy updates on energy storage and grid modernization across the country
  • Demonstrate best practices for utilities with multiple case studies
  • Review the necessary steps taken for safe deployment of energy storage systems
  • Discuss updates for energy storage in the ISO/RTO markets
  • Examine storage procurement best practices
  • Discuss the role of regulators as it pertains to energy storage
  • Review some of the emerging legal issues associated with storage

 

Agenda

Tuesday, October 25, 2022 : Central Time

8:45 – 9:00 a.m.
Log In and Welcome

12:15 – 1:00 p.m.
Lunch Break

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

 

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

9:15 – 10:15 a.m. :: Setting the Stage for Energy Storage Deployment

This opening presentation will provide some historical context of energy storage and set the stage for continued deployment of storage. Topics regarding energy storage include:

  • Benefits and values
  • Economic performance metrics
  • Technologies and approaches

Doug Houseman, Utility Modernization Lead, Burns & McDonnell

10:15 – 11:00 a.m. :: Updates on Energy Storage in the ISO/RTO Markets

How storage is treated by U.S. organized wholesale markets is of critical importance to the future of the sector and how storage can benefit the grid. This session will share how approaches to energy storage market design have varied regionally, and what ISOs & RTOs and FERC have done to enable market participation by energy storage.

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

11:00 – 11:15 a.m. :: Break

11:15 a.m. – 12:45 p.m. :: Utility Case Studies

Energy storage systems support several electric utility use cases, including grid support, outage mitigation, capital deferral, and improved services to end users. Energy storage is the ultimate in malleable grid resources, acting as generation, load, and a grid reliability resource. This presents unique planning challenges to utilities and requires significant rethinking of planning processes to capture the full resource value for utilities’ customers and shareholders. This session will explore the stackable benefit streams of storage, and how planning must evolve to appropriately value the system and ratepayer benefits that storage can provide.

Presentations:

APS Lessons Learned on Deployment of Owned and Contracted BESS

APS is currently installing 141 MW, 423 MWh of BESS across 5 different sites at their existing solar PV facilities to be finished by Q3 2022.  Significant supply chain issues have delays the project COD needed prior to summer run.  Additionally, by pushing increased safety standards onto contracted resources, APS is also providing support for 100MW, 400MWh and 50MW, 200 MWh BESS facilities, planned to be online in 2022, which have encountered significant permitting resistance from AHJs.

Dan Clark, PE, Energy Innovation Advisor, Renewable Generation, Arizona Public Service

Major Energy Storage Projects at Con Edison

To prepare for the incoming wave of renewable power, electrification and the storage that will be necessary to support it, Con Edison is in the middle of several major projects that will impact the future of the state’s Transmission and Distributed grid. In this session, learn how the utility is doing its part to help New York achieve its landmark “Climate Act – CLCPA” with one of the most aggressive energy storage targets in the country.

Jessica Barcco, Senior Engineer – Energy Storage, Con Edison

Categorization and Valuation of Stacked Benefits in a Vertically Integrated/Regulated Utility

While most future storage investments may be justified solely by legislation-enabled Carbon Emission Goals and Portfolio Standards, a significant number of projects will require the stacking of values by executing multiple and varied use cases throughout project life to demonstrate a positive cost-benefit ratio. To define and value these different benefits is a challenge, especially for vertically integrated, regulated utilities. In this session, learn about how Duke Energy has worked to categorize and quantify stacked benefits to its generation, transmission, and distribution plants in its regulated service territories.

Gray Tompson, CEM, Business Development Manager – CHP & Energy Storage, Duke Energy

12:45 – 1:30 p.m. :: Lunch Break

1:30 – 3:15 p.m. :: Utility Case Studies Continued

Journey from Implementing Solar to a Microgrid on Cobb EMC Campus

Cobb EMC has been preparing for the grid of the future through the development of innovative technologies. In 2020, Cobb EMC completed a DER project that consisted of the rooftop solar, solar canopy, solar Smartflower, and a battery energy storage system – all on its campus. In September of 2022, Cobb EMC also went live with its campus microgrid project consisting of solar, storage, and a natural gas generator that can power the campus for longer periods during major outage events. The author will share the technical challenges and best practices for implementing the solar plus storage and microgrid project. The presenter will discuss the learnings from technical design, safety measures, the microgrid’s sequence of operations, and any challenges experienced in implementing battery storage and microgrid projects.

Manish Murudkar, Director, DER Strategy, Cobb EMC

Xcel Energy Microgrid Initiatives – Best Practices and Lessons Learned

Xcel Energy is currently installing 6 microgrids across Colorado to support community resiliency at locations such as a homeless shelter, evacuation hubs, and the DEN airport terminal trains.  The unique conditions of each of these locations has led to a variety of engineering challenges and solutions that will be valuable lessons learned for future projects.  The presenter will give background on these cases and the guidelines that have developed as a result.

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

Best Practices for Pre-Incident Planning at Salt River Project

Utilities everywhere are evaluating when it makes sense to invest in energy storage and under what configuration, size, and operational use case to do so. Salt River Project (SRP) prides itself on working safely for our families, for our health and for each other. Therefore, a tremendous amount of time and preparation goes into pre-incident planning at the utility before deploying energy storage. In this presentation, hear from Sharon Bonesteel who leads an enterprise-wide energy storage team on the safe deployment of energy storage systems at SRP.

Sharon A. Bonesteel, Energy Storage System Safety & Codes WG Leader, Salt River Project

3:15 – 3:30 p.m. :: Break

3:30 – 4:15 p.m. :: Utility Session Recap Panel Discussion

This closing panel discussion for the first day will allow symposium attendees to ask specific questions of the utility session presenters for discussion related to this session and their presentations.

Dan Clark, PE, Energy Innovation Advisor, Renewable Generation, Arizona Public Service

Jessica Barcco, Senior Engineer – Energy Storage, Con Edison

Gray Tompson, CEM, Business Development Manager – CHP & Energy Storage, Duke Energy

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

Manish Murudkar, Director, DER Strategy, Cobb EMC

Sharon A. Bonesteel, Energy Storage System Safety & Codes WG Leader, Salt River Project

4:15 p.m. :: Day One Concludes

 

Wednesday, October 26, 2022 : Central Time

8:45 – 9:00 a.m.
Log In

9:00 – 11:45 a.m.
Conference Timing

 

9:00 a.m. – 11:45 a.m. :: Session II: Market Updates/Storage Procurement/Legal Matters

(Includes breaks between speakers)

The energy storage market continues to grow significantly every year even during a worldwide pandemic with supply chain issues. Energy storage resources continue to advance technologically and utilities, developers, integrators, manufactures, etc. are working on and implementing more storage projects than ever before. Many of the states have also recognized the importance of energy storage and have issued regulations that, among other things, mandate procurement targets and are working with grid operators to achieve these targets. This session will provide storage updates in the ISO/RTO markets, provide best practices for storage procurement, and look at legal issues and storage contracts.

Presentations:

U.S. Policy Update: Energy Storage and Grid Modernization

States across the U.S. are embarking on efforts to modernize the electric grid, including efforts to better consider and implement the use of energy storage. This session will review recent policy action across the country related to energy storage and grid modernization.

Brian Lips, Senior Project Manager, DSIRE, NC Clean Energy Technology Center

Recent Developments in Electric Co-op Energy Storage Deployments

As prices continue to decline for battery storage systems, electric cooperatives are exploring various new use-cases, ranging from peak demand reduction and energy resilience to renewable energy integration and infrastructure deferral. This segment will provide an overview of the latest efforts and the impacts they are having on the service territories of these co-ops.

Jan Ahlen, Vice President, Utility Research & Policy, National Rural Utilities Cooperative Finance Corporation (NRUCFC)

Best Practices in Energy Storage Procurement – How to Avoid Common Pitfalls in Implementing Energy Storage Systems

Procuring energy storage is unlike other assets. The newness of the technology combined with its unique characteristics pose several challenges that require careful planning to ensure successful project implementation. Considerations such as siting, permitting, contracting and operations are just some of the areas that utilities need to be aware of before procuring a storage system. In this session, you will hear from energy storage experts at ScottMadden who will share their experiences implementing storage project and some of the common challenges they faced and strategies for how you can overcome them.

Evan Fairmont, Manager, ScottMadden

Legal Issues and Contracts for Energy Storage

The continued growth in energy storage is considerable and will be for years. However, there is not legal uniformity across the country as state governments are inconsistent. Furthermore, the government has been remiss to implement nationwide uniform regulations. Developers, utilities, and integrators, need to be aware of contracts and key provisions for energy storage projects. In this presentation, learn about the state and federal jurisdictional breakdowns as well as the key issues and contract provisions that need to be considered for storage projects.

Nic Gladd, Partner, Pierce Atwood LLP

11:45 a.m. :: Conference Adjourns

Speakers

  • Jan Ahlen, Vice President, Utility Research & Policy, National Rural Utilities Cooperative Finance Corporation (NRUCFC)

  • Jessica Barcco, Senior Engineer – Energy Storage, Con Edison

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

  • Sharon A. Bonesteel, Energy Storage System Safety & Codes WG Leader, Salt River Project

  • Dan Clark, PE, Energy Innovation Advisor, Renewable Generation, Arizona Public Service

  • Evan Fairmont, Manager, ScottMadden

  • Nic Gladd, Partner, Pierce Atwood LLP

  • Manish Murudkar, Director, DER Strategy, Cobb EMC

  • Doug Houseman, Utility Modernization Lead, Burns & McDonnell

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

  • Brian Lips, Senior Project Manager, DSIRE, NC Clean Energy Technology Center

  • Gray Tompson, CEM, Business Development Manager – CHP & Energy Storage, Duke Energy

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 attendees for 7 days after the event

REGISTER NOW FOR THIS EVENT:

Energy Storage: Utility Best Practices

October 25-26, 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)

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 08, 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 event

Requirements For Successful Completion Of Program

Participants must login 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: 10.5
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

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
  • Renewables system
  • Solicitation / Procurement staff
  • Resource Planning staff
  • Transmission staff
  • Distribution staff
  • Regulatory staff
  • Storage vendors