FERC and State Actions to Facilitate the Deployment of Energy Storage

August 19-20, 2019


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


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


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


Order 845 and Order 845a


Storage for Reliability Services


Dual-use Storage


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”


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


Other State-Level Storage Measures and Engagement


Final and Future…


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

 

Agenda

Setting up the NWA Framework


Challenges and Lessons Learned from Case Studies


The Typical Structure of a Storage NWA Program Development


Components of the Storage NWA Value Stack


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

 

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.


David South, Senior Principal, West Monroe Partners LLC

David South is a senior principal in the Energy & Utilities Practice at West Monroe Partners and leads its Sustainability practice.  He has more than 40 years of market, strategic, policy, technology and regulatory experience in the energy/utility industries. In the recent past he  has focused on assessing DER and EEDM technologies, markets and programs, developed go-to-market strategies, built pro-forma models and benefit/cost tools, devised innovative rates and mechanisms, and monetized externalities. David also has considerable experience with DERMS, non-wire/non-transmission solutions, grid modernization, microgrids, interconnection/hosting capacity, Benefit/Cost Analysis, Business Case Analysis, and environmental sustainability.  Prior to joining West Monroe in 2013, David worked for several other consulting practices, including his own--Technology & Market Solutions—an air pollution control vendor, an electric utility, the US Department of Energy, and a government energy research laboratory.


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

 

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