Energy Storage for T&D Planning & Operations

Energy Storage for T&D Planning & Operations

Regulatory Requirements & Technical Applications

December 8, 2020 | Online :: Central Time

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The traditional definition of “transmission and distribution infrastructure”, miles of wire connecting large generators and substations, is being challenged by technological advancements and public acceptance.  If there are load centers that have power needs met by remote, grid-connected generators, there will always be a need to move electrons from source to sink.  However, there are other needs on the electric grid related to dynamics such as power quality and stability that can be addressed without the buildout of more wires and larger substations. Furthermore, electric customers continue to seek these more efficient, less costly, and more environmentally friendly solutions.

Once as simple as wires and poles, today’s distribution systems can reflect a wide range of changing realities. The successful deployment of energy storage systems (ESSs) within specific jurisdictions of local regulators and system operators is a significant avenue for maximizing the energy efficiency of a distribution network. FERC has been supportive but not specific as to the requirements for the approval of energy storage as transmission infrastructure.  Then, in 2020, FERC approved Tariff changes submitted by MISO that formalized the submission, study, approval, and operations of storage as a transmission asset. This course will examine how energy storage can be regarded as both a generation asset as it reduces peak load and a transmission asset as it can move electricity in time thus reducing congestion.

Learning Outcomes

  • Review the transmission and distribution challenges
  • Identify the major components in an Energy Storage System (ESS)
  • Discuss project successes and use cases
  • Examine the process that MISO used to determine the changes to their tariff
  • Discuss the potential benefits of dual-use storage
  • Review the different types of energy storage technology
  • Review how to model energy storage for wires applications
  • Discuss how an optimally sized and placed ESS can facilitate many benefits



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 and out each session and be in attendance for the entirety of the course to be eligible for continuing education credit.

Instructional Methods

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


Tuesday, December 8, 2020 : Central Time

9:00 a.m. – 4:00 p.m. :: Course Timing

8:45 – 9:00 a.m. :: Log In

9:00 – 9:15 a.m. :: Welcome and Announcements

12:15 – 1:00 p.m. :: Lunch Break

9:15 a.m. – 12:15 p.m. :: Energy Storage’s Role in Transmission & Distribution Applications and Network Planning

The morning session of this course will examine the economic, and social drivers that are bringing storage-as-wires to fruition; it will also highlight projects that have been successfully deployed around the world. This session will then outline the process that MISO used to determine the changes to the Tariff that would be required to support these types of projects and some of the questions that will need to be address as other regions seek to establish their own rules.

  • Transmission and Distribution Challenges
    • Local community opposition
    • Lengthy (multiyear) planning, permitting and development process
    • Uncertain load growth rates and demand patterns
    • Regulations across local jurisdictions
    • Single use case of expanding grid capacity
  • Project Successes
    • What worked well and why
    • Case studies
  • MISO’s Storage-as-Transmission Tariff Changes
    • Challenges and requirements raised in the stakeholder process
    • Final processes and structures for storage-as-transmission
    • Protests in front of FERC
    • Final Order
  • Dual-Use Storage
    • Economics of combining applications for wires and market services

12:15 – 1:00 p.m. :: Lunch Break

1:00 – 4:00 p.m. :: Energy Storage’s Role in Transmission & Distribution Applications and Network Planning

The afternoon session will consider the role of ESS in transmission and distribution planning and operations and explain how overall network performance can be enhanced by the optimal placement, sizing, and operation of an ESS.  This part of the course will explain how an optimally sized and placed ESS can facilitate peak energy demand fulfilment, enhance the benefits from the integration of renewables and distributed energy sources, aid power quality management, and reduce distribution network expansion costs.

  • Overview of Energy Storage Technology
    • Technical characteristics
    • Capabilities
  • T&D Applications
    • How to model energy storage for wires applications
    • Reliability vs. economic projects
  • Enhanced Network Performance
    • Objectives and approach
    • Optimal placement
    • Properly sizing a system
    • Operating the energy storage system
  • Example Projects
    • Energy storage technical analysis use case
    • Energy storage economic analysis use case


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, Director, Transmission and Distribution, Siemens

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.

Matt Heimann, Power System Development – West Region – Siemens Energy, Inc.

Mr. Heimann is a Mechanical Engineer focused on supporting the energy transition from conventional generation to renewable alternatives while maintaining viability from a technical and financial perspective. Matt has been with Siemens Energy, a global technology conglomerate, for three years. His purview in the Western US is providing industry leading technology solutions such as battery storage, solar components, green hydrogen and electric vehicle infrastructure to the energy market to drive progress and create alignment with project development.

Andrew O. Kaplan, Partner, Pierce Atwood LLP 

Andrew Kaplan focuses his practice 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. Andrew has won significant rulings before FERC that helped to pave the way for growth among leaders in the energy storage industry. 

With more than 25 years of energy law experience, Andrew acts as a strategic advisor to companies seeking private equity, venture capital, and government loans, and provides legal and business guidance to help obtain key U.S. Department of Energy (DOE) loans, state grants, and incentive tax credits/production tax credits for renewable projects. He also helps facilitate the approval process for federal, state, and local permits, assuring compliance with state siting and grid interconnection requirements. 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.  

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.

  • 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.



Energy Storage for T&D Planning & Operations

December 8, 2020 | Online
Individual attendee(s) - $ 795.00 each

Buy 4 in-person seats and only pay for 3! For this event every fourth in-person attendee is free!

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 November 06, 2020 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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