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CESA Annual Strategy Meeting & Market Development Forum
Wednesday, January 23, 2013 at 8:00 AM - Thursday, January 24, 2013 at 9:00 PM (PST)
What: CESA Annual Meeting and Market Development Forum
Who: CESA members, event sponsors and invited guests/speakers
When: Wednesday-Thursday, January 23-24th, 2013
Where: David Brower Center, Berkeley CA (Goldman Theatre, 1st and 2nd floor conference room and patio).
Theme for 2013: Building the Ecosystem for Priority Applications of Energy Storage in California
Objectives Participants will attend the CESA event in order to:
Strategize: Determine CESA’S Advocacy and Organizational Agenda for 2013
Shape: Actively shape the market for grid storage applications in California
Network: Facilitate engagement both within CESA and with key industry stakeholders “Building the Ecosystem”
Learn: Explore timely and relevant topics affecting the market for grid storage
Confirmed Speakers CPUC Commissioner Mike Florio
Tom Brill, Director Strategic Analysis, SDG&E
Tom Bialek, Chief Engineer Smart Grid, SDG&E
Nicolas Chaset, Special Advisor for DG, CHP and Energy Storage,
Office of Governor Brown
Sachu Constantine – Director, California Center for Sustainable Energy
Heather Sanders, Director Smart Grid Technologies and Strategies, CAISO
Keoni Almeida, Account Manager –Stakeholder and Industry Affairs, CAISO
Arthur O Donnell, Senior Regulatory Analyst CPUC
Aloke Gupta, Senior Regulatory Analyst, CPUC
Nancy Ryan, Executive Director, CPUC
David Castle, Project Manager, Market Strategy and Resource Planning SCE
(Please see Appendix A) for speaker bios
Participants (Note: this event is not open to the public)
· CESA Members
· Special invited guests (energy storage eco system stakeholders)
· Invited speakers
· CESA Staff and Advisors
· Platinum: Calcef/Calcharge and German American Chamber of Commerce (confirmed)
· Gold: Trimark Corporation, Olivine (confirmed)
· Fee-based event, with a ticket price of $200 per attendee, with an “early-bird” discount of $175 per attendee if register and pre-pay by December 15, 2012
· Optional Workshops $595/attendee. $525 if register and pre-pay by December 15, 2012. Public sector or non profit invitees will receive a 50% discount.
· Complimentary Meeting Ticket for CESA Steering Committee members, Sponsors and Invited Speakers
· Additional Benefits for Steering Committee members include:
o VIP seating at lunch and dinner
o Opportunity to chair/lead specific panel discussions
o Early sign up for free on-site conference rooms for private meetings – book meeting room in advance
o Recognition in all meeting materials
Agenda (Agenda items in Blue are open to CESA members only)
- Day 1: Strategize and Learn
- 8:00am-9:00am – Continental breakfast for workshop attendees only
- 9:00am-12:00pm – Workshop sessions, includes short break in middle (please see Appendix B for detailed overviews and workshop presenter bios)
i. Accessing CAISO markets using Energy Storage (Jacqueline DeRosa, Customized Energy Solutions)
ii. Fundamentals of the Electric Power System (Sascha Von Meier, CIEE)
iii. Developing Compelling Value Propositions for Energy Storage (Giovanni Damato, Strategen Consulting)
iv. Storage and Smart Microgrids (Bob Russ, Enernex)
- 12:00-2:00pm – Working Welcome Lunch for the Steering Committee – agree on 2013 policy priorities based on input in advance of the meeting (CESA sponsored lunch)
- 12:00-2:00pm – Lunch on own for other Workshop Participants
- 2:00-2:30pm – Break/Free time
- 2:30-4:30pm – CESA General Member meeting – discuss policy priorities, solicit additional input from General Members
- 4:30-5:30pm – Break/Free time
- 5:30-7:00pm – Sponsored Reception and Informal networking (Sponsor: TRIMARK CORPORATION)
- 7:00-9:00pm – Market Development Forum Welcome Dinner (All Members, Sponsors & Invited Guest Speakers Welcome)
i. Keynote speaker: Assemblymember Nancy Skinner - Realizing the Goals of AB 2514 (pending confirmation)
ii. Keynote speaker: Dr. Stotzer or Dr. Simon, Lessons learned and Current Trends For Energy Storage in Germany’s Energy Policy (pending confirmation)
- Day 2: Interactive Market Development Forum: Building the Ecosystem for Priority Applications of Energy Storage in California
- 8:00-8:45 am – Sponsored Networking Breakfast
- 8:45 - 9:00am – Welcome remarks by CESA’s Executive Director – set context/goals for day
- 9:00 -9:20 am – Role of Energy Storage in California’s Clean Energy Future – Nicolas Chaset, Special Advisor for DG, CHP, and Energy Storage. Office of Governor Jerry Brown (invited)
- 9:20-9:40 am - Potential New Funding Sources for Energy Storage from Prop 39 and California’s Carbon Auction. Panama Bartholomy, Special Advisor to Speaker of the Assembly Perez
- 9:40-10:00 am – Implementing AB 2514 at the CPUC – CPUC Storage OIR Staff report: A Model for Multi party Engagement. What to expect near term and how to effectively engage going forward. Arthur O’Donnell, Senior Regulatory Analyst (Energy Storage OIR)
- 10:00-10:30 am – Sponsored coffee Break and snacks
- 10:30-11:15 am - Ecosystem Dynamics: CAISO’s Role in Planning, Markets, Reliability and Renewables (session lead: CESA’s CAISO Working Group Chair, Eric Hsieh, A123)
The CAISO is responsible for facilitating wholesale energy operations, which represented $8.2 billion in load costs last year (2011). From 10-year transmission plans to real-time generator dispatch, CAISO markets and processes provide an onramp to storage resource revenues from multiple locations and applications of storage on the grid. Heather will discuss the current challenges facing the ISO, highlighting specific recent and upcoming reforms that improve storage market access while promoting market efficiency and grid reliability. Keoni will present and discuss the importance of CAISO’s new Distributed Energy Resources web portal.
i. Heather Sanders, Director Smart Grid Technologies and Strategy, CAISO
ii. Keoni Almeida, Account Manager Stakeholder and Industry Affairs, CAISO
- 11:15 am-12:30 pm – Bulk and Generation Sited Storage (Session Lead: Joshua Bar Lev, Energy Policy Advisor, Primus Power – invited)
i. Daidipya Patwa, Renewable Integration, PG&E (invited)
ii. Modesto Irrigation District (invited)
iii. Praveen Kathpal, VP Energy Storage, AES (confirmed)
iv. Aloke Gupta, Regulator Analyst CPUC energy Division (Energy Storage Rulemaking Co-lead)
v. Kevin Snyder, HDR DTA (invited)
- 12:30-2:00pm – Lunch and Keynote speakers: “Sacramento Update on Energy Storage”
i. New Funding Opportunities for Energy Storage – Overview of California’s New EPIC Program – Mike Gravely, Business Manager, California Energy Commission (invited)
ii. Keynote speaker: Tom Brill, SDGE – How Energy Storage Fits Into the Utility Vision for the Future or Nancy Skinner of Senator Corbett (pending confirmation)
- 2:00-3:15pm – Applications of Distribution Level Storage (Session lead: Amanda Brown, Xtreme) Possible speakers:
i. SDG&E Energy Storage Application Priorities and GRC Update (Tom Bialek Phd, Chief Engineer –Smart Grid, SDG&E – confirmed)
ii. SCE and Distribution storage – Progress and Plans (David Castle).
iii. POU speaker on distributed thermal storage – pending (or John Frederick, CEO Silent Power)
iv. Nancy Ryan, Executive Director, CPUC -- regulatory issues regarding creative ownership and control models in IOU service territory, especially for utility control of behind the meter assets (Nancy Ryan, Executive Director, CPUC)
- 3:15-3:45pm – Sponsored afternoon coffee break and snacks
- 3:45-5:00pm – Behind the Meter Energy Storage (session lead: Mas Fukumoto, EVP Samsung SDI)
i. CCSE – SGIP update, lessons learned and prognosis for future funding (Sachu Constantine, Director CCSE)
ii. Role of EV charging BTM (Adam Langton, CPUC speaker)
iii. Behind the meter customer – Harry Hobbs, Intercontinental Hotel (invited)
iv. Behind the meter systems integrator – Stacey Reineccius, Founder, Powertree (invited)
- 5:00-6:30pm – Sponsored Evening Reception
- 6:30-8:30pm – Sponsored Networking Dinner and Confirmed Keynote speaker CPUC Commissioner Mike Florio
Heather Sanders, Director of Smart Grid Technologies and Strategies, CAISO
Heather Sanders is the Director of Smart Grid Technologies and Strategy at the California Independent System Operator in Folsom, CA. Her organization is responsible for demonstration, research and promotion of smart grid and other technologies supporting ISO reliability, market efficiency, and transmission utilization objectives. She also leads a corporate initiative to incorporate distributed energy resources focused on understanding the opportunity these resources provide as well as impacts.
Ms. Sanders has worked in the wholesale electricity for over 15 years in consulting and software. She holds a BS in Electrical Engineering from South Dakota School of Mines & Technology an MBA from the University of Utah.
Michael Florio, CPUC Commissioner
Mike Florio was appointed to the California Public Utilities Commission on January 25, 2011, by Governor Jerry Brown. Prior to this appointment, Commissioner Florio was a senior attorney at The Utility Reform Network, and served in that capacity since 1978. Commissioner Florio is a member of California Conference of Public Utility Counsel. He was also a member of the board of governors of the California Independent System Operator from 1997 to 2005. Commissioner Florio holds a J.D. from New York University School of Law, a M.P.A. from the Woodrow Wilson School at Princeton University and a B.A. from Bowling Green State University.
Thomas Owen Bialek, PhD, PE, Chief Engineer-Smart Grid, SDG&E
Tom received a Bachelor and Master of Science Degree in Electrical Engineering from the University of Manitoba in 1982 and 1986 respectively. He also obtained a Doctor of Philosophy in Electrical Engineering from Mississippi State University in 2005.
He is currently employed by San Diego Gas & Electric Company ("SDG&E") as a Chief Engineer on the Smart Grid Team. His present responsibilities involve smart grid strategy and policy for transmission and distribution issues including equipment, operations, planning, distributed generation and development of new technologies. He is also the Principal Investigator on DOE and CEC funded Micro Grid projects. He is also a frequently requested external speaker and DOE R&D peer reviewer. Tom was also recognized by Greentech Media in its inaugural 100 Top Movers and Shakers in Smart Grid. In 2009 Tom was recognized with SDG&E’s Cornerstone award and in 2010 received the Outstanding Engineer award from the San Diego County Engineering Council.
He has held various positions with other North American utilities and equipment manufacturers since graduating in 1982. His experience includes electric utility design, planning and operation and equipment design, development and manufacturing.
Tom is an IEEE Power Engineering and Dielectric and Electrical Insulation Society member. Tom was also the former Failure Mechanism Technical Committee Chair and Secretary of the Dielectrics and Electrical Insulation Society and Working Group Member for Surge Arresters. Tom is also a member of Phi Kappa Phi Honors Society. He is also a registered Professional Engineer, Electrical Engineering, in the State of California. He has authored a variety papers on a diverse of subjects such as distribution fault location, surge protection of equipment and testing of cables and has a pending patent application.
Panama Bartholomy, Special Advisor, Speaker of the Assembly Perez
Panama Bartholomy is the Advisor on Energy and Natural Resources to California Assembly Speaker John A. Perez. Prior to this position, Bartholomy served as Deputy Director of the California Energy Commission’s Efficiency and Renewables Division. He spent four years as an advisor for Chairmen Douglas and Pfannenstiel, where he led efforts on their behalf on the American Recovery and Reinvestment Act, on clean energy workforce development, land use, renewable energy, and green building. He previously worked for the California Conservation Corps on vocational environmental education and the Division of the State Architect where he ran the Sustainable Schools program. He served on the City of Sacramento Planning Commission and the County of Sacramento Environmental Commission, and is a current board member and past president of the Northern California Chapter of the U.S. Green Building Council. Bartholomy holds an M.S. in Community Development from the University of California, Davis, and a B.S. in Restorative Development from Humboldt State University.
Tom Brill, Director Strategic Analysis, SDG&E
Thomas R. Brill is the Director of Strategic Analysis at San Diego Gas and Electric Company. In this role, Tom leads strategic analysis and strategic plan development work at a time of significant industry changes in both the electricity and natural gas markets and also heads SDG&E’s Rates, Load Analysis, and Demand Forecasting Departments.
Mike Gravely, Manager, Energy Systems Research Office, CEC
CESA 2013 Annual Market Forum Workshop Descriptions and
Workshop 1. Accessing CAISO Markets Using Energy Storage
A deep dive into the specifics of how the various CAISO markets function in relation to storage, what their rules and regulations are, and how your business can succeed through market participation. Gain access to people on the inside of market scheduling and clearing to learn how your company fits into the market structures, and what developments will be beneficial to the broader deployment of energy storage in the coming years.
Customized Energy Solutions
Director of Regulatory Affairs - CA
As the Director of Regulatory Affairs for Customized Energy Solutions, Jacquie provides consulting services to help clients navigate through complex changes in California’s energy regulatory and policy arena. At Customized, Jacquie works with organizations who are integrating new technologies into the wholesale markets. Jacquie has over twenty five years of experience in the energy industry. Prior to joining Customized Energy Solutions, she worked for the California ISO in the areas of market design and account management. Jacquie’s experience also includes work in the international arena on energy sector regulatory reform and restructuring matters for the United States Agency for International Development. She has also worked in project development for an independent power producer, and has worked for the Federal Energy Regulatory Commission. Jacquie has a B.A. from Rutgers University and an M.B.A. from George Washington University.
Customized Energy Solutions
Director of Wholesale Services - CA
As the Director of Wholesale Services for CA, Mike works with clients to understand the complexities of the CAISO market rules and their impact on his clients’ settlements. Mike is actively involved in the CAISO market design implementation efforts including direct participation in the market simulations and testing. He also advises his clients on market design changes and how and when these changes will impact their business. Prior to joining Customized Energy Solutions, Mike led efforts at Shell to implement the major CAISO MRTU software and business process modifications. Mike began his career at the California ISO in the settlements area. Mike has a BS in Finance from the University of the Pacific.
Customized Energy Solutions
Director of Wholesale Services - CA
Joanne has worked in the California energy arena for 15 years. Joanne joined Customized Energy Solutions in April 2010 and works with clients to explain the California ISO market rules and implications on their business. She provides specialized expertise in the areas of transmission planning and generation interconnection. She also directly manages the interface between clients and the CAISO and the CPUC in the areas of Resource Adequacy, metering, and settlements. Prior to joining Customized Energy Solutions, Joanne worked directly for the California ISO for 11 years where she held various positions in Settlements, Market Analysis, Customer Services and Client Training. Joanne earned her BS degree in Strategic Management from California State University-Chico.
Workshop 2: Fundamentals of the Electric Power System
Participants will come away from this workshop with a fundamental, systemic understanding of how the AC grid works, including a variety of important features: the physical interaction of grid components, what the concerns of grid operators are, how the grid is changing, and the operational aspects of dispatching and ramp rates. Workshop attendees will gain valuable knowledge about reactive power, inertia in generating resources, power flow, how components on one end of the grid affect things on the other, and how these factors may determine the dollar value and use of storage on the grid. An excellent workshop for anyone new to the electric power system.
Alexandra von Meier
California Institute for Energy and Environment
University of California, Berkeley
Dr. Alexandra “Sascha” von Meier is Co-Director for Electric Grid Research at the California Institute for Energy and Environment (http://uc-ciee.org), and adjunct faculty member in the Department of Electrical Engineering at UC Berkeley. She is currently studying technical and operational issues related to the integration of high levels of renewable resources in “smart grids,” in particular, increasing the visibility on power distribution circuits through advanced instrumentation. Her past research has addressed engineering and cultural dimensions of energy technology, including electric power distribution, grid-connected photovoltaics, electric demand response, nuclear power plant operation, nuclear materials management, and green building performance. Her textbook, Electric Power Systems: A Conceptual Introduction (Wiley-IEEE, 2006), has been used in university courses and industry to help explain the complexities of operating the electric grid. An award-winning educator, she regularly presents tutorials on electric power delivery to academic and professional audiences. Sascha received her Ph.D. in energy and resources (1995) and her B.A. in physics (1986) from the University of California, Berkeley.
Workshop 3: Developing Compelling Value Propositions for Energy Storage
Go beyond the basics of making a case for how the energy storage value proposition works at your company. Understand the bigger picture and learn how to convey the value of storage to the stakeholders that matter: utilities, end customers, system operators, and system integrators. Workshop participants will gain a better understanding of the key drivers related to the cost effectiveness of energy storage on the grid, diving into policy, technology, and economics. Ultimately, an attendee should walk away with an understanding of how to better convey a storage technology's value proposition with the proper financial tools.
Giovanni has led Strategen’s Value Proposition Practice in distributed energy storage since 2005. Storage technology providers, global solar integrators, leading real estate developers, and public utility commissions have sought out his expertise to make critical strategic decisions about distributed storage markets, including the integration of storage with renewable energy resources. He is currently advising suppliers and developers as well as clean energy end-users to develop the value proposition and strategic implications of photovoltaic, solar thermal, and advanced energy storage systems for a wide range of key stakeholders.
Giovanni brings practical and analytical skills to Strategen from the construction industry. Prior to joining Strategen, Giovanni founded a custom homebuilding business and is a licensed General Contractor in the State of California. On the regulatory front at Strategen, Giovanni played an integral role in building the business case for including Advanced Energy Storage in California’s Self-Generation Incentive Program (SGIP), which led to the Public Utility Commission’s (CPUC) favorable ruling to include energy storage in the SGIP program.
Giovanni holds an MBA from the Stanford Graduate School of Business and a B.S. in Civil Engineering from California Polytechnic State University, San Luis Obispo.
Workshop 4: Storage and Smart Microgrids
This workshop will take a closer look at the benefits and challenges associated with integrating storage into the ecosystem of smart microgrids. In addition to energy storage and other DER elements, a microgrid ecosystem is a 'system of systems' and also includes: the microgrid controller, building/campus management system, load shedding, high-resolution data monitoring, and others. Workshop participants should come away with a better understanding of some of the core issues and considerations (both technical and economic) associated with microgrids including: key architectural issues, use case requirements determination (e.g. business objectives, RFP development, and vendor evaluation), best industry practices and standards compliance (e.g. IEEE 1547, etc.), power modeling (e.g. transients, fault-current, power quality, sync, etc.), reliability and other performance metrics, and load and generation analysis (e.g. variability, N-1, critical, etc.). Several microgrid scenarios are analyzed and provide 'lessons learned' for improving microgrid designs and reliability, flexibility, and economic market plays going forward.
Director of Consulting Services
Bob Russ has been involved in the Energy Industry for over 25 years. Based in California's Silicon Valley, he has been involved in many leading-edge companies ranging from one of the first home automation startups to product development consulting/engineering companies to advanced metering infrastructure (AMI) startups and advanced variable speed motor technologies, and more recently microgrid development. Over the years, Bob has also done extensive work on behalf of EPRI, Gas Researc