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

• 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.

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