PAGE 1 WELCOME
welcome to New Mexico and to our second annual e-Lab Summit — the most expansive convening hosted by Rocky Mountain Institute as part of our Electricity Innovation Lab (e-Lab). Over the next 48 hours, you’ll be joining 150 fellow decision makers and practitioners from across the U.S. and around the world to advance the most critical questions we face in transitioning to a cleaner, more distributed, and more resilient electricity system. As the name suggests, e-Lab is a laboratory, a forum for working together in the spirit of experimentation and co-creation. We will be addressing eight timely topics for transforming the electricity system through discussion “pods.” You have been invited to participate because you and your organization bring a unique perspective, critical expertise, and important resources to advance the concepts we will be working to develop. This year’s e-Lab Summit is designed to: • Frame and advance actionable strategies to address the most pressing industry
needs • 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 to be curious, to question your assumptions (and others’), to seek the unique perspectives of your fellow participants, and to critically and honestly assess the strengths and weaknesses of our collaborative work. We wish you a productive three days and great success, both for work here at e-Lab Summit and beyond. The e-Lab team !
PAGE 2 WELCOME
agenda MONDAY OCT. 2ND 11:00 am / registration 1:00 pm / kickoff 2:00 pm / pod session #1 3:30 pm / break 4:00 pm / plenary 5:00 pm / networking 6:30 pm / dinner 8:30 pm / optional activities TUESDAY OCT. 3RD 6:30am / optional activities 7:30 am / breakfast 8:30 am / plenary 9:00 am / case clinics 10:00 am / break 10:30 am / pod session #2 12:00 pm / learning sessions 1:00 pm / lunch & paired walk 3:00 pm / pod session #3 5:00 pm / plenary 6:00 pm / break 7:00 pm / dinner 8:30 pm / optional activities
WEDNESDAY OCT. 4TH 6:30am / optional activities 7:30 am / breakfast 8:30 am / plenary 8:45 am / shift & share 10:00 am / break 10:15 am / pod session #4 12:00 pm / plenary close 1:00 pm / adjourn !!
PAGE 3 WELCOME
logistics TRANSPORTATION — 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 topics Smart 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-read is in next section
rate design pathways Getting Out of the Stone Age
pod participants • Jan Ahlen, National Rural Electric Cooperative Association • Obadiah Bartholomy, Sacramento Municipal Utility District • Craig Berry, District of Columbia Public Service Commission • Sean Gallagher, Solar Energy Industries Association • Russ Garwacki, Southern California Edison • Daniel Harms, La Plata Electric Association • Anne Hoskins, Sunrun • Briana Kobor, Vote Solar • Karl Rabago, Pace Energy and Climate Center • Chris Rose, Renewable Energy Alaska Project • Leland Snook, Arizona Public Service Company • Beia Spiller, Environmental Defense Fund • Chris Villarreal, Plugged In Strategies
Facilitators: • James Sherwood, Rocky Mountain Institute • Rachel Gold, Rocky Mountain Institute
PAGE 5 RATE DESIGN: GETTING OUT OF THE STONE AGE
Summary Most customers still use flat, block, or tiered rate designs, despite ample evidence showing that modern rate designs (such as TOU and CPP rates) can be more effective at achieving key policy objectives, including peak reduction, conservation, and customer satisfaction. This pod will identify the barriers preventing a nationwide shift from 20th-century rates to 21st-century rates, solutions to those barriers, and the transition pathways needed to enable implementation.
PAGE 6 RATE DESIGN: GETTING OUT OF THE STONE AGE
summary & objectives Objectives 1) Identify the major barriers preventing implementation of better rates for consumption. 2) Explore options for solving the identified barriers. 3) Identify the most promising options for follow up action, research, or other next steps to drive transition.
framing context
PAGE 7 RATE DESIGN: GETTING OUT OF THE STONE AGE
Bifurcating the Rate Design Discussion Rate design is an enormous area that cuts across many important issues. To clarify the topic, we can divide “rate design” into two groups:
Rates for Consumption!
Rates for DERs!
Rates for DERs, including designs like: § Net energy metering § Value of DER rate § Smart home rate § Demand response program
Rates for consumption, which includes designs like: § Volumetric § Demand charges § Time of use § Critical peak pricing § Real-time pricing
While there can be overlap between both groups (for instance, net metering based on a volumetric consumption rate), fundamentally they can be considered separately.
framing context
PAGE 8 RATE DESIGN: GETTING OUT OF THE STONE AGE
Focusing on Better Rates for Consumption With this pod, we propose to focus the discussion on rates for consumption. While rates for DERs are critically important to unlocking new markets for DERs, many key methodological questions are currently being worked out in various proceedings across the US.
In contrast, the types of pricing structures most common today for residential and small commercial customers—bundled, volumetric block rates—provide little or no incentive for beneficial customer behavior. Approaches to better rates for consumption have been well-tested over decades, yet adoption remains minimal (for example, less than 2% of customers are enrolled in time-based rates in most of the US). This is an important and tractable problem to solve in the near term.
Time-Based Rate Enrollment in US!
framing context
PAGE 9 RATE DESIGN: GETTING OUT OF THE STONE AGE
Focusing on Default Rates for Mass-Market Customers We further propose to focus the discussion at Summit to default rates for mass-market customers.
It’s appropriate to focus on transition pathways for mass-market customers because existing rates for this customer class do not provide price signals for better behavior. In contrast, many commercial and industrial rates already include time-varying energy charges and/or demand charges.
Default rates are an important target because they can achieve far greater cumulative impact than opt-in rates. For example, studies have shown that default TOU rates can achieve enrollment of 87–98% (avg. 93%), compared with 6–38% (avg. 24%) from opt-in. The per-customer impact of a default rate tends to be smaller (e.g., 6% vs. 12%), but deployed at scale the total effect is larger.
Default!
Opt-In!
All Customers!
Opt-In! Default!
Enrollment Rate! 17%! 98%!
Customer Peak Reduction! 12%! 6%!
# Residential Customers! 1,000,000! 1,000,000!
Avg. Customer Peak Load! 2.5 kW! 2.5 kW!
Aggregate Peak Reduction! 50 MW! 150 MW!
Illustrative Impact of Opt-In vs. Default Rate!
framing context
PAGE 10 RATE DESIGN: GETTING OUT OF THE STONE AGE
Focusing on Deployment Pathways There is not yet industry-wide consensus on the “best” default consumption rate for mass-market customers—many advocate for time-of-use rates, others for demand charges, still others for critical peak pricing. We do not believe that we necessarily need to reach consensus on this topic at eLab Summit.
Rather, any of these alternative rate designs face the same challenge of implementation. With that in mind, we propose to focus on deployment pathways—what is preventing better rates from being deployed? What needs to happen to overcome those barriers?
agenda Monday PM • Align on objectives for our work together • Begin to identify barriers preventing default adoption of better rates Tuesday AM • Continue barrier identification • Prioritize and understand most critical barriers, both broadly and in specific
contexts Tuesday PM • Explore strategies for solving the barriers Wednesday AM • Mobilize efforts to support most promising solutions
PAGE 11 RATE DESIGN: GETTING OUT OF THE STONE AGE
additional reading
PAGE 12 RATE DESIGN: GETTING OUT OF THE STONE AGE
Several selected references for additional information A Review of Alternative Rate Designs, RMI, 2016
Distributed Energy Resources Rate Design and Compensation, NARUC, 2016
Final Report on Customer Acceptance, Retention, and Response to Time-Based Rates from Consumer Behavior Studies, LBNL, 2016
Guidance for Utilities Commissions on Time of Use Rates: A Shared Perspective from Consumer and Clean Energy Advocates, USPIRG, 2017
Rate Design for the Distribution Edge, RMI, 2014
Video: eLab Webinar: Doing Rate Design Better, RMI, 2016
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