NEM and Beyond: Distributed Resource Pricing 101

April 27-28, 2022 | Online ::

0422-net-metering

“This was a well-rounded group of speakers with different backgrounds and perspectives — great choices.  It really helped me to fill in the solar ‘blanks’”. Utility Rate Analyst, Lodi Electric Utility

“A valuable resource from which to gain the most current industry knowledge from leading experts in the field.” Spokesperson, Arizona Public Service (APS)

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“EUCI does a great job of providing continuing education for the utility sector. I learn new things at every event.” Tim Echols

“EUCI conferences are wonderful for gaining a broader understanding of your areas of interest.” IT & Monitoring Systems Manager, IMMODO Energy

“The knowledge and experience represented by the speakers was extensive and impressive. So great to have this brainpower all in one room.” Vice President – Solar Services, EcoMotion

“The speakers helped us to think about the bigger picture of the current state of the industry, and left us understanding the various options being used or considered in NEM and solar rate programs.” Manager – Financial Accounting, Lee County Electric Cooperative (LCEC)

“A wealth of information that’s useful in determining if we are on the track.” Policy Advisor, DC Public Service Commission

“Very good conference.” Director – System Planning & Consulting, UC Synergetic

“Superb conference in terms of content, speakers and relevance. Will help with understanding critical issues for NEM and provide many examples to learn from.” Senior Manager, CT Green Bank

“Comprehendible, relevant and educational for all!” Project Coordinator – Renewable Development

“An extremely helpful and professional opportunity for discussion.” Auditor, Michigan Public Service Commission

“Excellent discussion of the ways NEM is being addressed across the U.S.” Director, Clean Power Research

“A fantastic learning and networking opportunity. Well worth the expense for anyone who works on rates and regulatory issues.”

“Really helped my understanding of NEM issues. Glad I attended.” Manager – Energy & Finance, Sacramento Municipal Utility District

This net energy metering (NEM) and solar distributed resources (DER) utility course will explore common pricing, rate structures and alternate measures now receiving greater attention, study, and debate.  It will examine the array of options that utilities, regulatory commissions and stakeholders are looking to as a means for: 1) striking the necessary balance between promoting the advancement of solar policy and development, 2) facilitating appropriate rate recovery, 3) ensuring grid reliability, and 4) enabling consumer choice.  Finally, the program will consider how various jurisdictions are working through these challenges, and what the results have been or are projected to be.  Utilities, regulatory bodies, and project developers with active or anticipated NEM and DER-related cases will find this a must-attend forum to evaluate their options and the path forward.

Learning Outcomes

• Appraise various utility solar rate designs and mechanisms in use
• Identify common elements of regulatory costs, benefits and externalities that can be reflected in “retail” rate structures
• Evaluate strategic utility challenges in establishing solar program revenue targets
• Examine distributed solar valuation, avoided cost and levelized cost (LCOE) calculation metrics and assumptions
• Discuss “in-progress” net energy metering, tariff and related “retail” solar rate proceedings and their prospective relevance to utility rate cases
• Assess how the higher penetration of customer distributed generation solar impacts utility business models for the future

 

Wednesday, April 27, 2022 : Central Time

 

9:00 a.m. – 9:20 a.m. :: Overview and Introductions

9:20 – 10:45 a.m. :: Principles of Solar DER/Net Energy Metering (NEM)

• Context within broader DER class
• Types and applications
• Drivers
• Cost recovery
• Studies and analyses

The Function of Avoided Cost(s) in NEM Formulation

• Demand vs. average usage
• Revenue recovery under NEM
• Efficient pricing
• Why avoided costs matter
• Costs avoided by DER
• Calculating the value of solar components
• Competing perspectives
• Costing implications for rates

10:45 – 11:00 a.m. :: Morning Break

11:00 a.m. – 12:30 p.m. :: Solar DER & NEM Variations

• Basic
• Value of Solar Tariff (VOST)
• 2.0
• Net billing
• Net billing + grid services
• Buy all, sell all (BASA)
• BASA + grid services

12:30 – 1:15 p.m. :: Lunch Break

1:15 – 2:45 p.m. :: Survey of U.S. Solar DER & NEM Pricing & Policy Initiatives

This segment will survey more or less current actions in the United States where there have been proposed and enacted legislative, regulatory policy, and rate design changes affecting the value proposition of distributed energy resources (DERs), with a special emphasis on solar and net energy metering (NEM).  Its content draws on a quarterly series of state policy updates from the North Carolina Clean Energy Technology Center, called the 50 States of Solar.

2:45 – 3:00 p.m. :: Afternoon Break

3:00 – 4:45 p.m. :: Wholesale & Retail Electricity Market Solar DER and NEM Pricing Dimensions

Technology innovations, expanding access to wholesale markets and booming utility-scale capacity are exerting downward pressure on the marginal value and worth of generation. in wholesale markets.  Concurrently, residential and commercial/industrial solar and DER resources are flooding into the retail markets.  Next, layer in the eventual implementation of FERC’s Order 2222, which appears to blur further the market boundaries.  for solar DER and NEM resources as availability increases.  This segment will identify challenges and gauge the potential impact that converging wholesale and retail electricity markets may have on utility tariff design and pricing.

 

Thursday, April 28, 2022 : Central Time

 

9:00 – 11:00 a.m. :: NEM Case Studies Under Different Regulatory Structures

• New York – the relationship between NEM, DER and ISO market measures
• California – 2.0, 3.0 (in suspended animation) and the new frontier; plus, what NEM approach a large muni pursued after undergoing a thorough analytical and stakeholder vetting process
• South Carolina, North Carolina and Florida – different approaches in 3 different states by the same utility
• Hawaii – in a state that’s “tried it all”, has the elimination of NEM and the introduction of a TOU rate design achieved the desired outcome?

11:00 – 11:15 a.m. :: Morning Break

11:15 a.m. – 12:15 p.m. :: Regulatory, Utility & Third-Party NEM Developments

• Seminal Studies – calculating the value of energy produced by customer-generators in order to establish a more precise credit rate for excess generation
• Withdrawn proposals to adopt additional fees for solar customers
• Longer transitions to net metering successors
• Treatment of solar DER and NEM-resources in ISOs’ implementation of FERC 2222
• Other FERC matters

12:15 p.m. :: Course Adjournment

 

Lon Huber, Vice President – Rate Design and Strategic Solutions, Duke Energy

Lon Huber is Vice President of Rate Design and Strategic Solutions at Duke Energy Corp. He has been at Duke Energy since 2019, where he oversees the development and implementation of pricing and strategic solutions for the collection of more than $22 billion in regulated revenue per year. Prior to joining Duke, Mr. Huber led Navigant’s North American retail energy regulatory offering. In this capacity, he provided expert witness testimony, proceeding strategy, and pricing solutions on behalf of clients across the energy sector landscape. Mr. Huber With more than a decade in the energy industry, his experience spans public and private sectors, as well as academia. In addition to his work on behalf of industry clients, Mr. Huber has directly educated consumers on new rates and demand response options, designed tariffs, and consulted on education and communication strategy.  He has received numerous awards including being named Utility Dive’s Innovator of the Year for 2018 and is well known for his creative data-driven solutions to some of the energy industry’s most pressing issues, including rate design, DER pricing reform, RPS modernization, and energy storage.

Zeryai Hagos, Deputy Director – Office of Markets & Innovations, New York State Dept of Public Service (DPS)

Zeryai Hagos is the Deputy Director of the Office of Markets and Innovations at the New York State Department of Public Service (DPS), where he leads the Wholesale Market Issues, Clean Energy Standard and (Retail) Market Structure sections of the Office of Markets and Innovations.  Prior to his appointment to the DPS, he was the Senior Director of Business Development at Tendril (Uplight), where he helped grow a new distributed energy resources platform called Orchestrated Energy.  Mr. Hagos began his career at General Electric, where he most recently served as the Growth & Strategy Director for GE’s Power business in the US.  His responsibilities at GE included leading cross-business growth initiatives in the electric power sector, managing GE’s long-term power market forecast in North America and serving as a subject matter expert for the US power markets in support of corporate strategy.  He holds a bachelor’s degree in computer science and political science from Bucknell University and a master’s degree in economic forecasting at the State University of New York at Albany.

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Bruce R. Chapman, Vice President, Christensen Associates Energy Consulting

Bruce R. Chapman is Vice President at Christensen Associates Energy Consulting.  He assists utilities, regulatory agencies and other clients in the electricity and natural gas industries to improve their costing and pricing capabilities. Mr. Chapman advises clients in such areas of expertise as cost-of-service analysis and rate design based upon established regulatory and market-based principles; innovative rate design including demand response products, renewables pricing, fixed billing, and other market-based retail pricing products; load forecasting and load research analysis. Additionally, Mr. Chapman has supervised the development of software required for the implementation and support of innovative retail products.

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Robert Camfield, Senior Regulatory Consultant, Christensen Associates

Robert Camfield is Senior Regulatory Consultant at Christensen Associates.  He has extensive experience in the energy industry and the economics of regulation, including resource decisions, regulatory governance and incentive plans, market restructuring, cost allocation, energy contracts, cost of capital, and performance benchmarking. Mr. Camfield has managed numerous projects involving wholesale and retail markets, including market restructuring in Central Europe.  He served as the program director for EEI’s Transmission and Wholesale Markets summer program from 1999 – 2008, and is credited with innovations related to web-based energy services, cost analysis, and two-part tariffs for transmission. Prior to joining Christensen Associates, he served as system economist for Southern Company and chief economist for New Hampshire Public Utilities Commission.

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Vincent Potter, Policy Analyst, NC Clean Energy Technology Center

Vincent Potter is a Policy Analyst at the NC Clean Energy Technology Center. He joined the Center’s Energy Policy Team in November 2021. Vincent authors the DSIRE entries for DE, MD, MN, ND, NE, NJ, PA, SD, VA, and WV. Vincent received a B.S. in Environmental Sciences from NC State where he focused on Energy Policy and Sustainable Energy Systems. He previously worked in the energy management and engineering sector on utility metering infrastructure, distributed energy systems, energy performance measurement and verification, and energy data analysis.

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Scott Murtishaw, Policy Director, Independent Energy Producers Association (IEP)

Scott Murtishaw is Policy Director at the Independent Energy Producers Association (IEP).  He has two decades of experience working on a wide range of electricity sector policy issues. At IEP he works on electric reliability and long-term planning and helps formulate IEP’s positions on pending legislation. Prior to IEP, Mr. Murtishaw led efforts to establish real-time pricing options for California customers, played a key role in shaping the state’s storage incentive programs, and provided thought leadership on emerging microgrid policies as an advisor to the California Solar & Storage Association. He also served as a senior analyst in the Energy Division and an advisor to Presidents Peevey and Picker at the CPUC, where he initiated the transition to time-of-use rates for residential customers and oversaw development of the CPUC’s distributed energy and storage, distribution planning, and cap and trade policies. Mr. Murtishaw began his energy career as a researcher at the Lawrence Berkeley National Laboratory and a guest researcher at the International Energy Agency producing and contributing to several journal articles and conference papers on residential and industrial energy efficiency and carbon accounting and offset protocol development for the electricity sector.   He holds a BA in International Relations from Stanford University and a Master’s in Public Policy from the University of California, Berkeley.

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Matthew McDonnell, Managing Director – US Consulting, Strategen

Matthew McDonnell serves as Managing Director of US Consulting at Strategen.  For five years, he served as Commission Counsel at the Hawaii Public Utilities Commission (HPUC), a regulatory body that is a global leader in market design for the deployment of clean energy technologies.  There Mr. McDonnell supported the thought leadership, organization, and execution for critical projects from advanced DER program design, to establishing a statewide community solar framework, to articulating guidance for innovative grid modernization that earned the Hawaiian Electric Companies SEPAs 2018 Utility of the Year.  He also led the HPUCs investigation into performance-based regulation (PBR) as process architect, project manager, and thought leader. He designed a regulatory process approach that won broad support from local stakeholders as well as national acclaim. The PBR template has since been adopted for similar efforts in Minnesota, Nevada, and North Carolina and continues to gain traction nation-wide.  After departing the HPUC, Mr. McDonnell served as Associate Director at Navigant (n/k/a Guidehouse). There, he authored a forthcoming report for the Edison Electric Institute (EEI) that provides in-depth analysis of alternative regulatory mechanisms available to regulators, with a section dedicated to examining regulatory sandbox best practices.  He earned a Juris Doctor from the James E. Rogers College of Law at the University of Arizona and a B.A. in Finance from Michigan State University.

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.

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:

NEM and Beyond: Distributed Resource Pricing 101

April 27-28, 2022 | Online

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 March 25, 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

Credits

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 1.0 CEUs for this event.

Requirements for Successful Completion of Program  

Participants must log in each day and be in attendance for the entirety of the course to be eligible for continuing education credit.  

Instructional Methods 

PowerPoint presentations and classroom discussion will be used in this course for each learning outcome.  

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Upon successful completion of this event, program participants interested in receiving CPE credits will receive a certificate of completion.

Course CPE Credits: 11.0
There is no prerequisite for this Course.
Program field of study: Specialized Knowledge
Program Level: Basic
Delivery Method: Group Internet Based
Advanced Preparation: None

EUCI 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