elab summit-utility business models · dress code —e-lab summit is a casual event (think: jeans)....
TRANSCRIPT
PAGE 1
WELCOME
welcometo New Mexico and to our second annual e-Lab Summit — the most expansiveconvening hosted by Rocky Mountain Institute as part of our Electricity InnovationLab (e-Lab). Over the next 48 hours, you’ll be joining 150 fellow decision makers andpractitioners from across the U.S. and around the world to advance the most criticalquestions we face in transitioning to a cleaner, more distributed, and more resilientelectricity system.
As the name suggests, e-Lab is a laboratory, a forum for working together in the spiritof experimentation and co-creation. We will be addressing eight timely topics fortransforming the electricity system through discussion “pods.” You have beeninvited to participate because you and your organization bring a unique perspective,critical expertise, and important resources to advance the concepts we will beworking to develop.
This year’s e-Lab Summit is designed to:
• Frame and advance actionable strategies to address the most pressing industryneeds
• Support key individuals and teams to address and affect change• Create and strengthen relationships amongst industry leaders and innovators to
support meaningful action
e-Lab Summit is a unique event, but even more so a unique process. We invite you tobe curious, to question your assumptions (and others’), to seek the uniqueperspectives of your fellow participants, and to critically and honestly assess thestrengths and weaknesses of our collaborative work.
We wish you a productive three days and great success, both for work here at e-LabSummit and beyond.
The e-Lab team
PAGE 2
WELCOME
agendaMONDAY OCT. 2ND
11:00 am / registration1:00 pm / kickoff2:00 pm / pod session #13:30 pm / break4:00 pm / plenary5:00 pm / networking6:30 pm / dinner8:30 pm / optional activities
TUESDAY OCT. 3RD
6:30am / optional activities7:30 am / breakfast8:30 am / plenary9:00 am / case clinics10:00 am / break10:30 am / pod session #212:00 pm / learning sessions1:00 pm / lunch & paired walk3:00 pm / pod session #35:00 pm / plenary6:00 pm / break7:00 pm / dinner8:30 pm / optional activities
WEDNESDAY OCT. 4TH
6:30am / optional activities7:30 am / breakfast8:30 am / plenary8:45 am / shift & share10:00 am / break10:15 am / pod session #412:00 pm / plenary close1:00 pm / adjourn
PAGE 3
WELCOME
logisticsTRANSPORTATION — You will be provided a complimentary Uber ride from the airport to the Tamaya Resort (specific instructions were emailed to you). Return shuttle service will be provided to the airport.
REGISTRATION — After checking in with the hotel, please proceed to our registration desk in front of the Tamaya Ballroom. Registration starts at 11 am.
DRESS CODE — e-Lab Summit is a casual event (think: jeans). Mornings and evenings will be chilly and some activities are outdoors, so please plan accordingly.
PARTICIPANT CONTACT BOOK — A full list of participants is included at the end of this document. We will be distributing contact information after the event.
QUESTIONS — For any logistics questions beforehand or en-route, please contact our event services company, Black Badger Events, [email protected] or (603) 714-0124.
PAGE 4
WELCOME
pod topicsSmart Heating Electrification
Infrastructure Planning and New Mobility
Blockchain and Transactive Energy
Rate Design Pathways
Value Stacking for DERs
Distributed Grid Infrastructure
Utility Business Model Pathways
LMI-Focused Utility Business
your pod’s pre-readis in next section
utility business model pathwayspod overview and framing
participants• James Fine, Environmental Defense Fund• Josh Gould, Consolidated Edison Company of New York• Rachel Huang, Sacramento Municipal Utility District• Val Jensen, Commonwealth Edison• Catherine Mitchell, University of Exeter, England• Melissa Miyashiro, Blue Planet Foundation• Michele Negley, CLEAResult Consulting• Rolf Nordstrom, Great Plains Institute• Michael O'Boyle, Energy Innovation Policy and Technology• Elaine Prause, Oregon Public Utility Commission (OPUC)• Justin Segall, Simple Energy• Ed Smeloff, Vote Solar• Robert Sipes, Duke Energy• Rudy Stegemoeller, NY Department of Public Service• Marisa Uchin, Oracle Utilities• Sarah Wright, Utah Clean Energy
PAGE 5
UTILITY BUSINESS MODEL PATHWAYS
pod objectivesFoster collaboration and learning to…
1. Review key features of the utility business model and identify options for reform
2. Explore recent experience with utility business model reforms to understand their approaches, progress made, and lessons to learn
3. Identify where there are needs and opportunities to advance the adoption of business model reforms in our work
PAGE 6
UTILITY BUSINESS MODEL PATHWAYS
where have we been?eLab previously explored options for the future of the utility business and laid out three models
Questions: • Where have these models been applied since publication in 2013?• What have we learned about their viability or limitations?
1. The Integrated Distributed Resource Manager (DER Dispatcher)
2. The Distributed Resource Finance Aggregator
3. The Independent Distribution Network Operator
https://www.rmi.org/insights/new-business-models-distribution-edge/ PAGE 7
UTILITY BUSINESS MODEL PATHWAYS
what is needed?
Kristov and De Martini lay out a new set of functions needed for the distribution system and suggest a staged evolution to serve those by “distribution owners” (DO) and possibly new “distribution system operators (DSO).”
Distribution Systems in a High Distributed Energy Resources Future. LBNL, Future
Electric Utility Regulations, Report No. 2 (2015)
Distribution Functions Total DSO
Minimal DSO
Market DSO
1. PlanningA. Scenario based, probabilistic distribution engineering DO DO DO
B. DER Interconnection studies and procedures DO DO DO
C. DER Hosting capacity analysis DO DO DO
D. DER Locational value analysis TSO DSO DSO
E. Integrated T&D planning TSO TSO/DSO TSO/DSO
2. OperationsA. Design-build and ownership of distribution grid DO DO DO
B. Switching, outage restoration & dist. maintenance DO DO DO
C. Physical coordination of DER schedules DO/TSO DO/TSO DSO
D. Real-time coordination with ISO at T-D interface DO/TSO DO/TSO DSO
3. MarketA. Sourcing distribution grid services TSO DSO DSO
B. Optimally dispatch DER provided dist. grid services TSO DSO DSO
C. Aggregation of DER for wholesale market participation TSO Aggregators DSO (C2)
D. Creation & operation of distribution level energy markets; transactions among DER
TSO TSO/Others DSO
E. Clearing & settlements for inter-DER transactions TSO TSO/Others DSO
F. Market facilitation services TSO TSO/Others DSO
Questions: • Which functions are appropriate for the future utility?• How should utilities and market participants be compensated for the
provision of these and other services?
Stages 1-3Stages 2-3
Stage 3
monopoly or competition?Recent RMI work lays out a spectrum for the future utility business ranging from consolidated monopoly functions to deliver expanded energy needs, to a transformed utility that is a platform for integration of competitive distribution services.
Hybrid options include:• Utility procurement of third-party services• Split roles by product scope or activity• Utility competition with third-parties• Utility-hosted micro platforms
PAGE 9
UTILITY BUSINESS MODEL PATHWAYS
• Decoupling
• Multi-year rate plans
• Performance incentive mechanisms
• Benchmarking
• Earnings sharing mechanisms
performance-based regulation offers a set of tools to guide utility reform
The most prominent PBR tools include the following
Questions: • Can PBR tools achieve the electricity system reform that we
need?• What other tools or approaches are essential to guide reforms?
PAGE 10
UTILITY BUSINESS MODEL PATHWAYS
some key decision variablesUtility business models, and especially individual investments and program proposals, can be evaluated against some of the following variables to understand market implications.
Questions: • What are the implications for where programs sit on each variable?• What other variables should be considered?
PAGE 11
UTILITY BUSINESS MODEL PATHWAYS
suggested reading(for all your abundant free time)
• Rocky Mountain Institute. “New Business Models for the Distribution Edge.” 2013. https://www.rmi.org/insights/new-business-models-distribution-edge/
• Kristov, L. & De Martini, P. “Distribution Systems in a High Distributed Energy Resources Future,” LBNL, 2015. https://emp.lbl.gov/sites/all/files/lbnl-1003797.pdf
• Corneli, S. & Kihm, S. “Electric Industry Structure and Regulatory Responses in a High Distributed Energy Resources Future,” LBNL, 2015.https://emp.lbl.gov/sites/all/files/lbnl-1003823_0.pdf
• Fox-Penner, P. “Smart Power: Climate Change, The Smart Grid, and the Future of Electric Utilities,” Island Press, 2014.
• Poulter, H. “The RIIO EDI Review: Just how successful is RIIO?” iGov Team, University of Exeter, June 6, 2017. http://projects.exeter.ac.uk/igov/new-thinking-the-riio-edi-review-just-how-successful-is-riio/
• Lowry, M. & Woolf, T. ”Performance-based Regulation in a High Distributed Energy Resources Future,” LBNL, 2016. https://emp.lbl.gov/sites/all/files/lbnl-1004130.pdf
• Lowry, MN., Makos, M., Deason, J. & Schwartz, L. “State Performance-Based Regulation Using Multiyear Rate Plans for U.S. Electric Utilities,” Grid Modernization Laboratory Consortium, 2017. https://emp.lbl.gov/sites/default/files/multiyear_rate_plan_gmlc_1.4.29_final_report071217.pdf
• Choudary, S., Parker, G. & Van Alstyne, M. “The Rise of the Platform: A Seismic Shift in Business Models,” Pipes to Platform. http://platformed.info/platform-economics/
contact book
Ben Tejblum Associate K&L Gates [email protected]
Ben Farrow Manager, Product Development Puget Sound Energy [email protected]
Curtis Kirkeby Fellow Engineer Avista Utilities [email protected]
Dylan Cutler Senior Engineer National Renewable Energy Laboratory (NREL) [email protected]
Erwin Smole Senior Advisor Energy Web Foundation [email protected]
Holger Kley Product Manager Spirae [email protected]
John Zachary Gibson Chief R&D Engineer Avista Utilities [email protected]
Matthew Hiser Corporate Development Envision Energy [email protected]
Michael Mylrea Manager Pacific Northwest National Laboratory [email protected]
Molly Suda Partner K&L Gates [email protected]
Neil Gerber Director, New Energy & Environment IBM [email protected]
Rushad Nanavatty Principal Rocky Mountain Institute [email protected]
Scott Carmichael Researcher National Renewable Energy Laboratory (NREL) [email protected]
Sergio Islas DER Portfolio Design and Acquisition Lead Southern California Edison [email protected]
Tod O'Connor Sr. Policy Advisor Regulatory Affairs CLEAResult [email protected]
blockchain and transactive energy
distributed grid infrastructure
Ben Edgar Microgrid & DER Business Development Manager Black & Veatch [email protected]
Betsy Kauffman Sector Lead - Renewable Energy Energy Trust of Oregon [email protected]
Caroline McAndrews Director, Preferred Resources Pilot Southern California Edison [email protected]
Chris Hickman CEO Innovari [email protected]
David Hawkins VP of System Operations, Resource Planning and Management El Paso Electric
David Millar Director of Energy Analytics Ascend Analytics [email protected]
David Parsons Chief of Policy and Research Hawaii Public Utilities Commission [email protected]
Dylan Sullivan Senior Scientist Natural Resources Defense Council (NRDC) [email protected]
Emerson Reiter Project Leader National Renewable Energy Laboratory (NREL) [email protected]
Eric Toler CFO & EVP Corporate Development Enbala Power Networks [email protected]
Eric Maurer Product Developer Xcel Energy [email protected]
Gary McAuliffe SVP Sales and Marketing Innovari [email protected]
Griffin Reilly Section Manager of Targeted Demand Management Consolidated Edison [email protected]
Ivan Urlaub Executive Director North Carolina Sustainable Energy Association (NCSEA) [email protected]
Jackie Baum Power Systems Engineer Spirae [email protected]
Jenny Edwards Director, Innovation Exchange Center for Energy & Environment (CEE) [email protected]
Johanna Zetterberg Coordinator U.S. Department of Energy [email protected]
Jon Wellinghoff CEO and Founder Policy/DER Inc. [email protected]
Kurt Stogdill Director, Green Building and Emerging Technologies Austin Energy [email protected]
Larry Sherwood President and CEO Interstate Renewable Energy Council [email protected]
Lily Henning Project manager Pacific Northwest National Laboratory [email protected]
Louis Ting Director Power Planning and Development [email protected]
Marc Monbouquette Senior Analyst California Public Utilities Commission [email protected]
Matthew Plante President Voltus, Inc. [email protected]
Mike Weadley Product Manager for Orchestrated Energy Tendril [email protected]
Patrick O'Connell Director, Planning and Resources Public Service Company of New Mexico [email protected]
Sarah Ryan Project Manager, Clean Energy Environmental Defense Fund [email protected]
Stephan Dolezalek Managing Director Resourcient Capital Partners [email protected]
Steven Moffitt President, Distributed Energy Resources NRG Energy, Inc. [email protected]
Tammy Mitchell Deputy Director, Electric New York Department of Public Service [email protected]
Trevor Drake Project Manager Great Plains Institute [email protected]
Tripp Hyde President Hyde Engineering Services, Inc. [email protected]
Yeye Zhang Head of West Coast Energy Partnerships Nest [email protected]
distributed grid infrastructure
infrastructure planning and new mobility
Ari Kahn Project Specialist Consolidated Edison [email protected]
Clement Rames Sustainable Mobility Systems Researcher NREL [email protected]
David Almeida Manager, Electric Vehicles PG&E [email protected]
Douglas Jester Partner 5 Lakes Energy [email protected]
Erika Myers Director, Research Smart Electric Power Alliance [email protected]
Frederica Hill Program Analyst Robertson Foundation [email protected]
Ged Moody VP Informatics and Strategic Partnerships Brightfield Transportation Solutions [email protected]
Holmes Hummel Principle Clean Energy Works [email protected]
Jonathan Levy Director of Policy and Strategy Vision Ridge Partners [email protected]
Kevin Miller Director, Public Policy ChargePoint [email protected]
infrastructure planning and new mobility
Lang Reynolds Electric Transportation Manager Duke Energy [email protected]
Lincoln Wood Product Manager Southern Company [email protected]
Mark Ferron Member, Board of Governors CAISO [email protected]
Matthew Lehrman Energy Strategy Coordinator City of Boulder [email protected]
Max Tyler Climate Activist [email protected]
Mike Backstrom Managing Director Southern California Edison [email protected]
Pete O'Connor Energy Analyst Union of Concerned Scientists [email protected]
Philip Jones Board Advisor Energy Impact Partners (EIP) [email protected]
Robert Welch President - Prime Mover Energy Crafters [email protected]
Thomas Ashley VP, Policy Greenlots [email protected]
LMI-focused utility business models
Danielle Murray Solar Manager Austin Energy [email protected]
Debra Roepke Project Manager, SUNDA National Rural Electric Cooperative Association [email protected]
Eleanor Stein Professor Albany Law School [email protected]
Isabelle Hazlewood Associate Manager Connecticut Green Bank [email protected]
Jeff Mauk Executive Director National Caucus of Environmental Legislators [email protected]
Jessica Azulay Program Director Alliance for a Green Economy [email protected]
John Farrell Director, Energy Democracy Institute for Local Self-Reliance [email protected]
Judd Moritz Senior Vice President Simple Energy [email protected]
Larsen Plano Principal, Integrated Grid Planing PG&E [email protected]
Laurie Vaudreuil CEO Mosaic Power [email protected]
Luis Reyes Chief Executive Officer Kit Carson Electric Cooperative, Inc. [email protected]
Melanie Santiago-Mosier Program Director, Low-Income Solar Access Vote Solar [email protected]
Michael Smith VP Tech and Business Strategy Electric Cooperatives of South Carolina [email protected]
Michael DiRamio Manager, Strategic & Interagency Initiatives U.S. Department of Energy [email protected]
Stephan Roundtree Environmental Policy and Advocacy Coordinator WE ACT for Environmental Justice [email protected]
Tamara Bryan Project Specialist Consolidated Edison [email protected]
Tom Figel Policy & Regulatory Manager - Community Solar GRID Alternatives [email protected]
rate design pathways
Anne Hoskins CPO Sunrun
Beia Spiller Senior Economist Environmental Defense Fund
Briana Kobor Regulatory Director Vote Solar
Chris Rose Executive Director Renewable Energy Alaska Project (REAP)
Christopher Villarreal President Plugged In Strategies
Craig Berry Attorney Advisor District of Columbia Public Service Commission
Daniel Harms Manager of Rate, Technology & Energy Policy La Plata Electric
Jan Ahlen Senior Regulatory Affairs Manager National Rural Electric Cooperative Association (NRECA)
Karl Rabago Executive Director Pace Energy and Climate Center
Leland Snook Director, Rates & Rate Strategy Arizona Public Service
Obadiah Bartholomy Manager, Distributed Energy Stragegy Sacramento Municipal Utility District
Russell Garwacki Director Southern California Edison
Sean Gallagher VP State Affairs Solar Energy Industries Association (SEIA)
smart heating electrification
Alec Mesdag VP & Director of Energy Services Alaska Electric Light & Power Co. [email protected]
Matt Carlson CEO Aquanta Inc. [email protected]
Ankur Maheshwari Sr. Product Manager Rheem [email protected]
Brett KenCairn Senior Climate + Sustainability Coordinator City of Boulder [email protected]
David Lis Director of Technology and Market Solutions Northeast Energy Efficiency Partnerships (NEEP) [email protected]
Devra Wang Program Director Heising-Simons Foundation [email protected]
Dylan Heerema Technical and Policy Analyst Pembina Institute [email protected]
Eric Dubin Sr. Dir Utilities and Performance Construction Mitsubishi Electric Cooling and Heating [email protected]
Kevin Schwain Director, Program Strategy & Development Xcel Energy [email protected]
Micah Lang Senior Green Building Planner City of Vancouver [email protected]
Neil Veilleux Vice President Meister Consultants Group [email protected]
Pierre Delforge Senior Scientist Natural Resources Defense Council (NRDC) [email protected]
Sean Armstrong Managing Principal Redwood Energy [email protected]
Steven Corneli Principal SCEI [email protected]
utility business model pathways
Catherine Mitchell Professor of Energy Policy University of Exeter [email protected]
Edward Smeloff Managing Director Vote Solar [email protected]
Elaine Prause Senior Regulatory Advisor Public Utility Commission of Oregon [email protected]
James Fine Senior Economist Environmental Defense Fund [email protected]
Josh Gould Department Manager, Utility of the Future Consolidated Edison [email protected]
Justin Segall President and Founder Simple Energy [email protected]
Kate Strickland Senior Associate, 51st State Initiative Smart Electric Power Alliance [email protected]
Marisa Uchin Senior Director, Global Regulatory Affairs Oracle Utilities [email protected]
Melissa Miyashiro Chief of Staff Blue Planet Foundation [email protected]
Michael O'Boyle Power Sector Transformation Expert Energy Innovation [email protected]
Michele Negley Senior Vice President CLEAResult [email protected]
Rachel Huang Director, Energy Strategy, Research & Development SMUD [email protected]
Robert Sipes VP Western Carolinas Modernization Duke Energy [email protected]
Rolf Nordstrom President, CEO Great Plains Institute [email protected]
Rudy Stegemoeller Special Assistant for Energy Policy New York Department of Public Service [email protected]
Sarah Wright Executive Director Utah Clean Energy [email protected]
Val Jensen SVP Customer Operations ComEd [email protected]
value stacking for DERs
Allison Clements Founder goodgrid, LLC [email protected]
Andrew Merton Statistician and System Analyst Spirae [email protected]
Carl Linvill Principal Regulatory Assistance Project [email protected]
Clare Magee Principal GTM/Wood Mackenzie [email protected]
Danielle Byrnett Senior Advisor/Energy Efficiency U.S. Department of Energy [email protected]
Elizabeth Wilson Director, Irving Institute for Energy and Society Dartmouth College [email protected]
Eric Lockhart Project Leader NREL [email protected]
Gabriel Petlin Supervisor Grid Planning and Reliability California Public Utilities Commission [email protected]
H Ward Camp Principal East Fork Group [email protected]
Jessica Harrison Director of R&D MISO [email protected]
Jhi-Young Joo Research Scientist Lawrence Berkeley National Laboratory [email protected]
Kevin Hernandez Manager ScottMadden, Inc. [email protected]
Lizzie Rubado Program Strategies Manager Energy Trust of Oregon [email protected]
Lorenzo Kristov Principal California Independent System Operator [email protected]
Norm Sendler Director, Strategic Development Liberty Utilities [email protected]
Scott Vogt V.P. Energy Acquisition ComEd [email protected]
Tanguy Hubert Senior Engineer Electric Power Research Institute (EPRI) [email protected]
Troy Anatra VP Strategic Accounts Enbala Power Networks [email protected]
RMI staff and host team
Anthony Teixeira Rocky Mountain Institute Value Stacking for DERs [email protected]
Claire Henly Rocky Mountain Institute Blockchain and Transactive Energy [email protected]
Coreina Chan Rocky Mountain Institute Host Team [email protected]
Dan Cross-Call Rocky Mountain Institute Utility Business Model Pathways [email protected]
Elizabeth Pinnington Reos Partners Host Team [email protected]
Garrett Fitzgerald Rocky Mountain Institute Infrastructure Planning and New Mobility [email protected]
James Newcomb Rocky Mountain Institute Host Team [email protected]
James Sherwood Rocky Mountain Institute Rate Design Pathways [email protected]
Jamil Farbes Rocky Mountain Institute Distributed Grid Infrastructure [email protected]
Jason Meyer Rocky Mountain Institute Host Team [email protected]
Joe McCarron Reos Partners Host Team [email protected]
Lauren Black Black Badger Events Logistics [email protected]
Leia Guccione Rocky Mountain Institute Host Team [email protected]
Mark Silberg Rocky Mountain Institute Host Team [email protected]
Mark Dyson Rocky Mountain Institute Distributed Grid Infrastructure [email protected]
Mike Henchen Rocky Mountain Institute Smart Heating Electrification [email protected]
Rachel Gold Rocky Mountain Institute Rate Design Pathways [email protected]
Sherri Billimoria Rocky Mountain Institute LMI-Focused Utility Business Models [email protected]
Todd Zeranski Rocky Mountain Institute Marketing and Communications [email protected]
Virginia Lacy Rocky Mountain Institute Host Team [email protected]
Justin Barbin Photographer
Stefan Wisnoski Videographer
