CCIF Critical Consumer Issues Forum Policy Considerations Related to Distributed Energy Resources July 2013 CCIF: Policy Considerations Related to Distributed Energy Resources Table of Contents SECTION I: INTRODUCTION.................................................................................. 1 About CCIF..................................................................................................... 1 Importance of CCIF....................................................................................... 1 CCIF Track Record......................................................................................... 1 CCIF Initiative on DER................................................................................... 2 SECTION II: CCIF FRAMEWORK ON DER............................................................... 3 Focus & Objective of Initiative on DER.......................................................... 3 Potential Benefits & Challenges of DER....................................................... 3 Principles on DER.......................................................................................... 4 SECTION III: CONCLUSION.................................................................................... 6 Objective Met................................................................................................. 6 Disclaimer..................................................................................................... 6 Acknowledgments......................................................................................... 6 Future CCIF Initiatives................................................................................... 6 APPENDIX............................................................................................................ 7 Acknowledgment of Participants .................................................................... 7 CCIF Leadership.............................................................................................. 9 Executive Director ......................................................................................... 10 Events on DER................................................................................................ 11 Kickoff Agenda............................................................................................... 13 Sample Summit Agenda................................................................................ 14 iii CCIF: Policy Considerations Related to Distributed Energy Resources CCIF 2012 Kickoff Forum NASUCA President & Maryland People’s Counsel Paula Carmody welcomes the approximately 200-member audience to Baltimore. The “Public Policy Goals & Practices Concerning DER” panel included Ron Litzinger, President, Southern California Edison; Bill Levis, Consumer Counsel, Colorado Office of Consumer Counsel; Jeff Goltz, Commissioner, Washington Utilities & Transportation Commission; and David K. Owens, Executive Vice President of Business Operations, Edison Electric Institute (Moderator). The “Benefits & Challenges of DER” panel included Joseph L. Fiordaliso, Commissioner, New Jersey Board of Public Utilities; Joe Como, Director, California Division of Ratepayer Advocates; and Gregory Bollom, Assistant Vice President – Energy Planning, Madison Gas & Electric Company. Landis+Gyr’s Ward Camp, Hawaii Public Utilities Commission Chair Hermina Morita, and Oregon Public Utility Commission Chair Susan Ackerman continue discussion of DER policy issues. iv CCIF: Policy Considerations Related to Distributed Energy Resources I. Introduction About CCIF Formed in 2010, the Critical Consumer Issues Forum (CCIF) brings state commissioners, consumer advocates, and electric utility representatives together to tackle consumer-focused energy issues through interactive discourse and debate, to find consensus when possible, and at a minimum, to achieve a clearer understanding of—and appreciation for—each other’s perspectives and positions. To provide leadership, CCIF first organized Executive and Advisory Committees, each with balanced representation from the three core communities (see Appendices A & B). These committees guide each initiative from topic selection to issuance of the final report. Specifically, CCIF’s signature 3-step process entails: 1. A large open kickoff forum, typically collocated with the NARUC & NASUCA Annual Meetings, to introduce a topic and initiate discussion among CCIF’s three core communities and other stakeholders; 2. A series of smaller, invitation-only spring summits in which the three communities engage in facilitated dialogue; and 3. A report issued in the summer to share key takeaways with the broader stakeholder community. Importance of CCIF Consumer issues are at the forefront of the energy policy debate. State commissioners, consumer advocates, and electric utilities are uniquely positioned to understand those issues and how to best mitigate any potential negative impacts on consumers. These three groups play an important role in influencing the policies and decisions with respect to energy at the state level, and these state policies and decisions are often drivers of broader energy policy. Therefore, it stands to reason that they take the lead on addressing key energy issues so that our policies benefit from their experience, expertise, and insights on consumer preferences and concerns. CCIF provides these three core groups a unique opportunity to take that lead— by providing a non-adversarial, collaborative environment in which they can candidly discuss and proactively address a variety of energy issues with potentially broad impacts on electric consumers. CCIF Track Record The CCIF formula has proven successful and its reports have contributed to the energy policy debate. Through this collaborative effort, CCIF has previously addressed topics including grid modernization and the regulatory process. In 2011, CCIF released its first report, which contained 30 consensus principles on grid modernization. CCIF’s 2012 report explored whether and how transparency, communication, prioritization, and collaboration may be used to improve the regulatory process. Both reports are available at www.CCIForum.com. 1 June 201 CCIF: Policy Considerations Related to Distributed Energy Resources CCIF Initiative on Distributed Energy Resources In late 2012, CCIF leadership identified the challenging topic of distributed energy resources (DER) as ripe for discussion among the three core groups. Without question, state commissioners, consumer advocates, and electric utilities have both individual and collective perspectives that should be considered as policies are formed in this area. Therefore, CCIF kicked off its latest initiative on DER in November 2012 with a program that examined our distributed future, the benefits and challenges of DER, and relevant public policy initiatives and regulatory actions. The forum provided a solid foundation for the series of facilitated two-day dialogues that followed as well as the framework that ultimately was developed by the approximately 100 summit participants (state commissioners, consumer advocates, and electric utility representatives featured on page 7-8). This report is a compilation of their collective perspective on some of the critical issues pertaining to DER. In addition, it demonstrates that these groups are clearly able and ready to help lead the state and national debates on challenging and complex energy issues—those pertaining to DER and countless others. The following is an overview of the framework on DER that constitutes the body of this report. Focus & Objective While recognizing that DER typically includes energy efficiency and demand response, participants from the three core communities chose to narrow CCIF’s focus to distributed generation. In addition, they identified CCIF’s objective with respect to this new topic. Specifically, they wanted to develop a framework to assist policymakers and other stakeholders in evaluating issues related to the potentials and challenges of DER in providing safe, reliable, affordable, cost-effective, and environmentally sound energy supply. Potential Benefits & Challenges Participants thoughtfully identified balanced lists of potential benefits and challenges of DER. As reflected in the framework, when paired with appropriate public policies, DER has the potential to provide direct and indirect benefits to consumers, both individually and collectively. Likewise, the challenges associated with DER merit consideration as well. Principles Finally, CCIF identified 21 principles in the following four areas: Financial & Regulatory Issues; Market Development & Deployment Issues; Consumer Issues; and Safety, Reliability & System Planning Issues. These principles memorialize the hard work of a significant number of state commissioners, consumer advocates, and electric utility representatives who participated in the CCIF process to collectively address a number of DER issues. CCIF trusts that the valuable perspectives reflected within these principles will be instrumental as we continue to build upon these ideas through further constructive dialogue with the broader stakeholder community. 2 CCIF: Policy Considerations Related to Distributed Energy Resources II. CCIF Framework on DER Focus & Objective of CCIF Initiative on DER What is DER? Distributed Energy Resources (DER) include distributed generation, which are non-centralized sources of electricity generation generally interconnected to the distribution system and located at or near customers’ homes or businesses. While DER can include energy efficiency and demand response, this collaborative process focuses on distributed generation. Examples of DER addressed by this collaborative include solar panels, energy storage devices, fuel cells, microturbines, reciprocating engines, small wind, backup generation, CHP systems, etc. What is CCIF’s Objective? The role of DER is growing and may require new approaches for providing and regulating electricity services. We recognize the need for a better understanding of costs and benefits of DER. Our goal is to develop a framework to assist policymakers and other stakeholders in evaluating issues related to the potentials and challenges of DER in providing safe, reliable, affordable, cost-effective, and environmentally sound energy supply. In developing this framework, we recognize the differing regulatory and market structures (e.g., vertically integrated, wires-only utilities, etc.) of the states, as well as the potential significance of regional and federal requirements. Potential Benefits & Challenges of DER When paired with appropriate public policies, DER has the potential to provide direct and indirect benefits to consumers, both individually and collectively. Depending on the type of DER, benefits that may be realized include: 1. Cost and risk reduction benefits; 2. Security and reliability; 3. Environmental benefits; 4. I nnovation, expanded research and development, and other economic benefits; and 5. Expanded customer choice and control. Likewise, the challenges associated with DER should be considered. Depending on type of DER, such challenges may include: 1. Financial impacts on utilities and customers, including increased costs, revenue losses, and cost-shifting; 2. Safety, security, operational control, reliability, and planning; 3. Siting, permitting, and other environmental issues; 4. Maintaining consumer protection standards; and 5. Jurisdictional and regulatory issues. 3 CCIF: Policy Considerations Related to Distributed Energy Resources Principles on DER Financial & Regulatory Issues 1. G enerally, DER costs imposed on utilities should be borne by those who cause the costs. For example, backup or standby utility costs (particularly regarding intermittent DER technologies) should be borne by the operator of the DER. 2. A ny required allocation of costs to others should be rational, transparent, based on benefits received, and not unduly burdensome. 3. DER incentives1 should be based on clear policy objectives and periodically reevaluated based on market conditions. Once the underlying policy objectives are met or as the technologies become cost-competitive or cost-prohibitive, such incentives should be modified or discontinued. 4. Any incentives, through ratemaking practices, taxes, or otherwise, should be fair, transparent, and appropriate. 5. Utility investments required to accomplish DER deployment should be consistent with state policies and recovered in a manner consistent with state laws and regulatory policies. 6. To the extent that state commissions evaluate new regulatory policies and procedures in light of increased emphasis on DER, they should take into account the interests and concerns of all stakeholders. Market Development & Deployment Issues 7. Utility and regulatory processes and requirements should allow for customer deployment of DER technologies subject to reasonable rules and regulations. 8. Utility participation in DER markets should be fair, reasonable, non-discriminatory, and overseen and approved by the appropriate regulatory authority. 9. Policies related to DER interconnection or deployment should be fair, reasonable, not unduly discriminatory, and overseen and approved by the appropriate regulatory authorities. 10. DER should be permitted on either the customer side or the utility side of the meter in accordance with interconnection rules and other applicable regulations. 11. While policies and their application may vary by state, DER programs, grants, or subsidies should be periodically evaluated for cost-effectiveness and adjusted by the appropriate regulatory authority as market conditions and policy objectives or requirements change. 1 For purposes of this discussion, participants considered “incentives” as benefits received by or cost reductions to a DER project, such as tax subsidies, rebates, subsidized financing, any net metering arrangement that provides benefits exceeding the underlying value of the energy received from that DER, etc. 4 CCIF: Policy Considerations Related to Distributed Energy Resources 12. Utilities and DER providers should work toward appropriate and reasonable data sharing that facilitates capturing system benefits and identifying costs of DER. Consumer Issues 13. As DER technologies are deployed, consumer protection policies should be periodically reviewed and revised as appropriate. In any event, consumers should be given a clear avenue to resolve complaints. 14. Utilities and DER providers, with the participation of state regulatory bodies and consumer advocates, should develop standards for data protection, access, and disclosure consistent with state requirements. 15. States, consumer advocates, and utilities should coordinate education and customer engagement programs and make available objective information associated with DER technologies. 16. In developing DER policies, particular attention should be given to the cost impacts on all utility customers, including those not participating and those least able to afford such costs. Safety, Reliability & System Planning Issues 17. Utilities should be aware that changes to utility system planning and operations may be required because of greater integration of DER technologies. 18. DER interconnection standards, procedures, and practices must ensure the safety of the public, first responders, and electric utility workers. These standards, procedures, and practices must also protect utility and customer assets. 19. DER deployment must be accomplished in a manner that does not compromise the continued reliability of utility infrastructure and operating systems. 20. DER deployment should not diminish infrastructure security or cybersecurity. 21. Transmission and distribution planning entities should consider and incorporate as appropriate state DER requirements into their planning processes. 5 CCIF: Policy Considerations Related to Distributed Energy Resources III. Conclusion Objective Met Recognizing that this framework and the principles therein do not address all issues with respect to the expansive topic of DER, the consensus achieved by participating state commissioners, consumer advocates, and utility representatives is significant nonetheless. Consistent with the participants’ stated objective, the framework provides a solid foundation upon which to build future constructive discussion and good policy. Disclaimer Please note that these principles are not intended to override any individual or collective policies or positions developed by state commissioners, consumer advocates, electric utility representatives, or by the National Association of Regulatory Utility Commissioners (NARUC), the National Association of State Utility Consumer Advocates (NASUCA), Edison Electric Institute (EEI), or any other organizations referenced herein. Instead, CCIF work products are meant only to complement such policies or positions and provide a framework for additional discussion and policy development. Acknowledgments The CCIF Executive and Advisory Committees would like to acknowledge the valuable contributions of the following individuals and organizations: „„NARUC, NASUCA, and EEI, particularly the guidance of their respective leaders and the valuable input and hard work of their respective teams. „„All state commissioners, consumer advocates, and electric utility participants who worked tirelessly to draft and revise the CCIF Framework on DER both during and after the Spring Summits in San Mateo, Atlanta, and Newark (see page 7). „„All speakers, panelists, and attendees who participated in the November 2012 Kickoff Forum in Baltimore, where many of the issues addressed within this report were first introduced (see page 13). Future CCIF Initiatives CCIF offers participants the ability to engage in constructive debate on important energy topics. CCIF provides a forum for state commissioners, consumer advocates, and electric utility representatives to collectively develop sound energy policies that fully consider impacts on consumers and other stakeholders. CCIF is designed to be a continuing, long-term effort to facilitate such leadership by these core groups and to address a variety of important energy issues in a collaborative, proactive manner. Therefore, we urge all interested stakeholders to stay tuned for future CCIF initiatives and events, and we specifically invite all NARUC and NASUCA Annual Meeting attendees to join us the afternoon of Saturday, November 16, 2013, in Orlando (more details at www.CCIForum.com in the coming months). 6 CCIF: Policy Considerations Related to Distributed Energy Resources—Appendix Appendix Acknowledgment of CCIF Participants Due to the nature of the collaborative process and the extensive degree of participation, specific principles developed within this process should not be attributed to specific individuals or to the organizations that he or she represents. With that understanding, the Critical Consumer Issues Forum (CCIF) would like to acknowledge the following individuals who participated in CCIF events focused on the topic of Distributed Energy Resources (DER): Hon. Susan Ackerman Hon. Swati A. Dandekar Ms. Linda Gervais Mr. Charles A. Acquard Mr. Laurence C. Daniels Ms. Sheri Givens Hon. Lorraine H. Akiba Mr. Evan Dean Hon. Jeffrey Goltz Hon. Bob Anthony Mr. Philip J. Dion Mr. Noel Black Mr. Tom Donadio Mr. Gregory Bollom Hon. Patrice Douglas Ms. Stefanie A. Brand Mr. Bruce Edelston Ms. Delanie Breuer Mr. Tim Fagan Ms. Janee Briesemeister Mr. Simon ffitch Hon. Eric Callisto Hon. Joseph L. Fiordaliso Oregon Public Utility Commission NASUCA Hawaii Public Utilities Commission Oklahoma Corporation Commission Southern Company Madison Gas & Electric Company New Jersey Division of Rate Counsel Public Service Commission of Wisconsin AARP Public Service Commission of Wisconsin Ms. Paula M. Carmody Maryland Office of People’s Counsel Mr. Joe Como California Division of Ratepayer Advocates Mr. Larry Cook Kentucky Office of the Attorney General Mr. David Crews East Kentucky Power Cooperative Iowa Utilities Board DC Office of the People’s Counsel Edison Electric Institute UNS Energy Corporation First Energy Oklahoma Corporation Commission Energy Policy Group, LLC PSEG Washington Office of Attorney General New Jersey Board of Public Utilities Hon. Mike Florio California Public Utilities Commission Mr. Joseph Forline PSEG Mr. Daniel Francis American Electric Power Mr. Bryce Freeman Wyoming Office of Consumer Advocate Hon. Wayne E. Gardner Avista Corporation Texas Office of Public Utility Counsel Washington Utilities & Transportation Commission Mr. Craig Graziano Iowa Office of the Consumer Advocate Ms. Janice D. Hager Duke Energy Hon. Darrell Hanson Iowa Utilities Board Mr. Wayne Harbaugh Baltimore Gas & Electric Company Ms. Becky Harsh Edison Electric Institute Mr. Charlie Higley Citizens Utility Board of Wisconsin Mr. Timothy A. Hoffman Consumers Energy Hon. Mary-Anna Holden New Jersey Board of Public Utilities Mr. Michael Hoover Southern California Edison Ms. Anne E. Hoskins PSEG Services Corporation Hon. John E. “Butch” Howard South Carolina Public Service Commission Pennsylvania Public Utility Commission 7 CCIF: Policy Considerations Related to Distributed Energy Resources—Appendix Hon. Orjiakor N. Isiogu Ms. Kristin Munsch Mr. Mark R. Schuling Mr. Craig S. Ivey Ms. Cheryl Murray Hon. Doug Scott Hon. Elizabeth (Libby) S. Jacobs Mr. Stuart Nachmias Mr. Dennis Sewell Mr. Bob Jenks Ms. Pamela A. Nelson Hon. Mark Sievers Mr. Aaron Johnson Mr. Robert A. Nelson Mr. Tyson Slocum Hon. Philip B. Jones Hon. Ellen Nowak Ms. Holly Rachel Smith Hon. Erin M. O’Connell-Diaz Mr. Scott R. Smith Mr. Andrew Owens Ms. Sarah H. Steindel Mr. David K. Owens Mr. Gary Stern Mr. James R. Padgett Ms. Elizabeth Stipnieks Ms. Jeanine Penticoff Hon. Bob Stump Ms. Hilda Pinnix-Ragland Mr. Rick Tempchin Mr. Randy Pratt Mr. Richard T. Thigpen Hon. John D. Quackenbush Ms. Martha Thompson Mr. Charles J. Rehwinkel Mr. Matthew Tisdale Mr. Robert Revelle Hon. Betsy Wergin Ms. Martha Rowley Hon. Greg R. White Mr. David E. Rubin Ms. Maria Zazzera Michigan Public Service Commission Consolidated Edison Co. of New York Iowa Utilities Board Citizens’ Utility Board of Oregon Pacific Gas & Electric Company Washington Utilities & Transportation Commission Hon. Betty Ann Kane DC Public Service Commission Ms. Elin Swanson Katz Connecticut Office of Consumer Counsel Mr. J.R. Kelly Florida Office of Public Counsel Hon. Robert S. Kenney Missouri Public Service Commission Ms. Kimberly (Kim) G. King Alliant Energy Mr. Allen Krug Xcel Energy Hon. Lauren McDonald, Jr. Georgia Public Service Commission Ms. Katrina McMurrian Critical Consumer Issues Forum Mr. Lewis Mills Missouri Office of the Public Counsel Hon. Phil Montgomery Public Service Commission of Wisconsin Ms. Jodi Moskowitz PSEG Services Corporation Mr. Colin Mount First Energy Ms. Diane Munns MidAmerican Energy Company 8 Illinois Citizens Utility Board Utah Office of Consumer Services Consolidated Edison Co. of New York DC Office of the People’s Counsel Montana Consumer Counsel Public Service Commission of Wisconsin Illinois Commerce Commission Entergy Edison Electric Institute DTE Energy Alliant Energy Duke Energy Corporation Vermont Electric Cooperative Michigan Public Service Commission Florida Office of Public Counsel Pepco Holdings, Inc. Edison Electric Institute Pacific Gas & Electric Company Mr. Joel Schmidt Alliant Energy Iowa Office of the Consumer Advocate Illinois Commerce Commission Georgia Public Service Commission Kansas Corporation Commission Public Citizen NARUC Alliant Energy New Jersey Division of Rate Counsel Southern California Edison Edison Electric Institute Arizona Corporation Commission Edison Electric Institute PSEG Services Corporation Duke Energy California Public Utilities Commission Minnesota Public Utilities Commission Michigan Public Service Commission New Jersey Board of Public Utilities CCIF: Policy Considerations Related to Distributed Energy Resources—Appendix CCIF Leadership Executive Committee Philip B. Jones Washington UTC Commissioner & NARUC President Paula M. Carmody David K. Owens Robert S. Kenney Betsy Wergin Maryland People’s Counsel & NASUCA President EEI Executive Vice President, Business Operations Advisory Committee Jeffrey D. Goltz Commissioner Washington Utilities & Transp. Commission Chairman Missouri Public Service Commission Commissioner Minnesota Public Utilities Commission Joe Como Craig F. Graziano Lewis Mills Wayne Harbaugh Phillip R. May Diane Munns Director California Division of Ratepayer Advocates VP of Pricing & Regulatory Baltimore Gas & Electric Co. Attorney Iowa Office of Consumer Advocate President & CEO Entergy Louisiana, LLC and Entergy Gulf States Louisiana, LLC Public Counsel Missouri Office of Public Counsel VP of Reg. Relations & Energy Efficiency MidAmerican Energy Company 9 CCIF: Policy Considerations Related to Distributed Energy Resources—Appendix CCIF Executive Director Katrina McMurrian Executive Director Critical Consumer Issues Forum (CCIF) Contact Information: 4818 Weaver Road Lake Charles, LA 70605 Office: 337.656.8518 Fax: 888.526.6883 Email: katrina@CCIForum.com Web: www.CCIForum.com Twitter: @CCIForum former Florida Public Service Commissioner (2006-2009), A Katrina McMurrian draws upon extensive regulatory experience to organize and facilitate relevant policy forums and to advise an array of entities on key regulatory and public policy matters. McMurrian currently serves as the Executive Director of the Critical Consumer Issues Forum (CCIF), a unique forum in which state commissioners, consumer advocates, and utility service providers collectively address, via a series of interactive dialogues, real world issues of importance to consumers and policymakers. McMurrian also serves as Executive Director of the Nuclear Waste Strategy Coalition, an ad hoc organization representing the collective interests of state utility regulators, consumer advocates, tribal governments, local governments, nuclear-generating utilities, and other stakeholders on nuclear waste policy matters. As a commissioner, McMurrian decided numerous multi-million dollar cases, appeared before Congress, worked with other state and federal agencies, and participated on a number of influential national policy boards.  She served on several National Association of Regulatory Utility Commissioners (NARUC) committees, including Electricity, Nuclear Issues (Vice Chair), Consumer Affairs, and Education & Research, as well as on collaboratives with FERC, including Demand Response (Co-Chair), Smart Grid, and Competitive Procurement.  She also served on the Executive Committee of the Nuclear Waste Strategy Coalition, Advisory Council to the Electric Power Research Institute (EPRI) Board, EPRI Energy Efficiency/Smart Grid Group, Keystone Energy Board, Eastern Interconnect States Planning Council, and the Southeastern Association of Regulatory Utility Commissioners (SEARUC).  Additionally, McMurrian Co-Chaired the 2009 NARUC/DOE National Electricity Delivery Forum.  A Northwest Florida native, McMurrian received a Bachelor’s degree in finance from Florida State University in 1994 and an MBA from FSU in 1998. 10 CCIF: Policy Considerations Related to Distributed Energy Resources—Appendix CCIF Events on DER Fall Kickoff Forum Spring Summit 2 Spring Summit 1 Spring Summit 3 November 15, 2012 Renaissance St. Louis Grand Hotel Baltimore, MD Collocated with the NARUC and NASUCA Annual Meetings in Baltimore Approximately 200 participants March 25-26, 2013 San Mateo Marriott San Francisco Airport Hotel San Mateo, CA 16 State Commissioners + 2 Staff 9 Consumer Advocates 10 Utility Reps DC Public Service Commission Chair Betty Ann Kane listens as the speakers respond to her question at the CCIF 2012 Kickoff Forum in Baltimore. April 10-11, 2013 Renaissance Concourse Atlanta Airport Hotel Atlanta, GA 5 State Commissioners + 2 Staff 7 Consumer Advocates 11 Utility Reps May 6-7, 2013 Newark Liberty International Airport Marriott Hotel Newark, NJ 8 State Commissioners + 2 Staff 13 Consumer Advocates 18 Utility Reps Illinois Commerce Commissioner Erin O’Connell-Diaz, Michigan Public Service Commissioner Greg White, and Southern Company’s Noel Black enjoy spirited debate of DER issues at the CCIF 2012 Kickoff Forum. Connecticut Consumer Counsel Elin Swanson Katz, Consolidated Edison Company of New York’s President Craig S. Ivey, and Washington Utilities & Transportation Commissioner Jeff Goltz open the dialogue at the CCIF 2013 Summit in Newark. 11 CCIF: Policy Considerations Related to Distributed Energy Resources—Appendix CCIF 2013 Summits Consolidated Edison Company of New York’s President Craig S. Ivey shares recommendations to best prepare for the growth of DER. PSEG’s Tim Fagan, NASUCA President & Maryland People’s Counsel Paula Carmody, and Duke Energy’s Hilda Pinnix-Ragland consider proposed consensus language. Entergy’s Andrew Owens and New Jersey Board of Public Utilities Commissioner Mary-Anna Holden are engaged in the summit dialogue. Pepco’s Robert Revelle (left) and FirstEnergy’s Colin Mount (right) listen intently as Wisconsin Public Service Commissioner Eric Callisto shares his perspective with the group. AARP’s Janee Briesemeister proposes an edit to a principle related to cost impacts on consumers. 12 CCIF: Policy Considerations Related to Distributed Energy Resources—Appendix CCIF Kickoff Agenda APPPPEENNDDIIXX F: CCIF KIICCKKOOFFFF AGGEENNDDAA Presents the CCIF 3rd Annual Kickoff Forum: Policy Considerations Related to Distributed Energy Resources Saturday, November 10, 2012 ♦ 2:00 pm – 5:00 pm Baltimore Hilton � 401 West Pratt Street � Baltimore, MD 21201 Key Ballroom 5 & 6 (2nd Floor) AGENDA 2:00 – 2:05 Welcome to Baltimore Paula M. Carmody, NASUCA President & Maryland People’s Counsel 2:05 – 2:10 Introduction & Expectations David A. Wright, NARUC President & South Carolina Public Service Commission Chairman 2:10 – 2:30 Keynote: What are Distributed Energy Resources (DER)? To provide an overview of the technologies (including those fueled by more traditional means, such as gasfired distributed generation and combined heat and power; those designed to reduce load; and those using newer resources like renewables) and policies (such as net metering, RPS, tax incentives, and rebates) that are contributing to the increased use of distributed energy resources. Jesse Berst, Founder & Chief Analyst, Smart Grid News 2:30 – 3:15 Benefits & Challenges of DER Panelists will discuss the benefits and challenges presented by alternative supply options on consumers, utilities, and regulators. Consumers are increasingly becoming more informed and engaged on choices about how they receive energy and how they manage their usage, but not all consumers choose to or are in positions to invest in these technologies. Utilities can benefit from new technologies but may also see increased costs as these technologies further develop. Regulators face the challenge of facilitating new consumer demands while minimizing any negative impacts to the electric delivery system and consumers. Moderator: Erin M. O’Connell-Diaz, Commissioner, Illinois Commerce Commission Panelists: • Joseph L. Fiordaliso, Commissioner, New Jersey Board of Public Utilities • Joe Como, Director, California Division of Ratepayer Advocates • Gregory Bollom, Assistant Vice President – Energy Planning, Madison Gas & Electric Company 3:15 – 3:30 Break 3:30 – 4:55 Public Policy Goals & Practices Concerning DER This panel will focus on public policy initiatives and regulatory actions concerning DER, such as net metering, rebates, tax incentives, performance-based incentives, and low-cost financing. Moderator: David K. Owens, EEI Executive Vice President, Business Operations Panelists: • Jeff Goltz, Chairman, Washington Utilities & Transportation Commission • Bill Levis, Consumer Counsel, Colorado Office of Consumer Counsel • Ron Litzinger, President, Southern California Edison 4:55 – 5:00 Closing & Next Steps Paula M. Carmody, NASUCA President & Maryland People’s Counsel 13 CCIF: Policy Considerations Related to Distributed Energy Resources—Appendix APPPPEENNAgenda DDIIXX G: CCIF SAAM GEENNDDAA MPPLLEE SUUM MM MIITT AG CCIF Sample Summit Presents… Policy Considerations Related to Distributed Energy Resources (DER) May 6-7, 2013 Newark Liberty International Airport Marriott Hotel Salons E-H Agenda The electric industry is facing transformative technological and economic changes whose effects are increasingly converging at the distribution side of the business. Customers are beginning to have a range of alternative supply options, including demand resources, distributed generation, energy storage, electric vehicles, microgrids, virtual power plants, and others. And as with any new transformational technology, distributed energy resources (DER) offer a great many opportunities and challenges. During CCIF’s 2013 summit series, state commissioners, consumer advocates, and electric utility representatives will come together to discuss the potential impacts of DER on customers and to ensure that the proper policies are in place so that the integration of DER occurs safely, fairly, and reliably. Monday, May 6th 9:00 – 10:00 Continental Breakfast (Salons E-H) (Please note that meeting begins at 10:00 AM in Salons E-H.) 10:00 – 10:05 Welcome & Introductions Katrina McMurrian, CCIF Executive Director 10:05 – 12:00 DER: Setting the Stage Panel & Group Discussion From their unique perspectives, panelists will set the stage by identifying and discussing the primary issues of importance pertaining to DER, by predicting its impact on the future, and by recommending actions to best prepare for the integration of DER. All participants are encouraged to join in on the dialogue in preparation for the principles development process to follow. Moderator: Katrina McMurrian, CCIF Executive Director Panelists: • The Honorable Jeff Goltz, Commissioner, Washington Utilities & Transportation Commission • Ms. Elin Swanson Katz, Consumers' Counsel, Connecticut Office of Consumer Counsel • Mr. Craig S. Ivey, President, Consolidated Edison Company of New York, Inc. 12:00 – 12:30 Deli Lunch (Salons E-H) 14 CCIF: Policy Considerations Related to Distributed Energy Resources—Appendix 12:30 – 1:00 Overview over Lunch: CCIF Goals & Principles Process Katrina McMurrian, CCIF Executive Director • CCIF Background (Leadership, Participation, Purpose, Process, Past Initiatives) • Goals for Summit Series on DER • Expectations for Post-Summit Report on DER • Principles Process and Constraints 1:00 – 3:00 DER Principles Discussion I: Financial Issues Facilitated Group Discussion 3:00 – 3:15 Break 3:15 – 5:15 DER Principles Discussion II: Market Development & Deployment Issues Facilitated Group Discussion 5:30 – 6:30 Networking Reception (Grand Ballroom Foyer) 6:30 – 8:30 Plated Dinner & Continued Issue Discussion (Salon D) Tuesday, May 7th 7:00 – 8:00 Hot Breakfast Buffet (Salons E-H) (Please note that meeting begins at 8:00 AM in Salons E-H.) 8:00 – 10:00 DER Principles Discussion III: Consumer Issues Facilitated Group Discussion 10:00 – 10:15 Break 10:15 – 12:15 DER Principles Discussion IV: Safety, Reliability & System Planning Issues Facilitated Group Discussion 12:15 – 12:30 Boxed Lunch (Salons E-H) 12:30 – 2:00 Working Lunch: Principles Review & Final Touches; Communications Plan; Next Steps Facilitated Group Discussion 2:00 Meeting Adjourns 15 For more information about CCIF or this report: Katrina J. McMurrian CCIF Executive Director (337) 656-8518 Katrina@CCIForum.com www.CCIForum.com