demand response optimization · practices, access to industry experts, and extended opportunities...

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December 6-7, 2010 • InterContinental Miami • Miami, FL

DEMAND RESPONSE OPTIMIZATION: STRATEGIES IN PRICING, POLICY, TECHNOLOGY AND CUSTOMER ADOPTION

EUCI Presents a Conference on:

EUCI is authorized by IACET to offer 0.9 CEUs for for this conference, 0.3 CEUs for the pre-conference workshop, and 0.4 CEUs for the post-conference workshop.

TESTIMONIALS

“No other industry conference brings such a high level of clarity and overall speaker experience in one setting.” National Grid Attendee

“With detailed presentations of best practices, access to industry experts, and extended opportunities for education and networking, this is a conference that I highly recommend for regulatory staff, vendors, consultants, and electric service providers. The investment in attending has an immediate payback and returns benefits that no other two-day course can deliver.” Manager, Demand Response Program Development, Southern California Edison

“Excellent conference! All presentations were very informative, and the conference staff was very helpful and organized.” Policy Analyst, Missouri Public Service Commission

PRE-CONFERENCE WORKSHOP

THE IMPACT ON RESIDENTIAL CONSERVATION AND DEMAND MANAGEMENT PROGRAMS WITH THE ADOPTION OF THE SMART GRIDMonday, December 6, 2010

POST-CONFERENCE WORKSHOP

INTEGRATING DEMAND RESPONSE INTO UTILITY OPERATIONS AND WHOLESALE MARKETSWednesday, December 8, 2010

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2Register Today! Call (201) 871-0474


December 6-7, 2010 :: Miami, FL

OVERVIEWNew demand response strategies and technologies are enabling customers to manage consumption in ways that are dramatically evolving from traditional electricity production and usage. The ability of consumers, in coordination with utilities, to use these resources as alternatives to traditional generation signals a transformational change in our industry.

But what does this demand response and overall demand side management push mean to utilities and their customers? In addition to technology, what other pricing and policy issues must come together to create a unified demand response solution? One aspect is certain – to effectively take shape, all of these elements will have to work together to shift and reduce usage.

In this conference, you will hear from power companies, independent system operators (ISOs), and industry experts and regulators whose responsibilities correspond to energy and facility management, sustainability, demand response, research, and technology innovation.

The goal of this program is to share cutting-edge ideas, potential solutions, and challenges regarding this critical effort to revolutionize our energy portfolio.

LEARNING OUTCOMES• Explain FERC’s efforts to promote demand response• Demonstrate an insightful rate and AMI pilot at Northeast Utilities: How the

technology and pricing pilot was designed and executed• Create business process changes to strengthen customer adoption of demand

response and overall demand side management• Discuss first-hand experience of Consumers Energy, one of the largest combination

utilities in the US, and its commercialization of the smart grid• Evaluate strategies in educating, engaging, and empowering the customer in

demand response and demand side management• Discuss world-leading residential load management program at Florida Power &

Light• Identify what policies promote the development of demand side management• Demonstrate how demand side management is integrated into rates and pricing• Explain demand response’s true value proposition: What is the true reward of

demand response?• Report how Progress Energy is using demand response as a virtual power plant

WHO SHOULD ATTENDThis conference is designed for employees within utilities, government organizations, and energy demand vertical supply chains whose jobs include design, operation, and maintenance of conservation demand management and interest in the smart grid.

Specifically, employees working in the following areas will benefit from this conference: • Program design• Emerging load technologies• Smart-grid deployment• AMI/AMR• Metering/in-home devices• Regulations• Marketing• Energy efficiency and conservation

Other delegates may include consultants, attorneys, suppliers and vendors, academia, and government employees that work with or in demand management.

IACET

EUCI has been approved as an

Authorized Provider by the International Association for Continuing Education and Training (IACET), 1760 Old Meadow Road, Suite 500, McLean, VA 22102. In obtaining this approval, EUCI has demonstrated that it complies with the ANSI/IACET Standards, which are widely recognized as standards of good practice internationally.

As a result of their Authorized Provider membership status, EUCI is authorized to offer IACET CEUs for its programs that qualify under the ANSI/IACET Standards.

EUCI is authorized by IACET to offer 0.9 CEUs for this conference, 0.3 CEUs for the pre-conference workshop, and 0.4 CEUs for the post-conference workshop.

Requirements for Successful Completion of ProgramParticipants must sign in/out each day and be in attendance for the entirety of the conference to be eligible for continuing education credit.

Instructional MethodsThis program will feature case studies, PowerPoint presentations, and classroom discussion.




PROGRAM AGENDAMONDAY, DECEMBER 6, 2010

12:30 – 1:00 p.m. Registration

1:00 – 1:15 p.m. Welcome and Opening Remarks

SESSION I: FEDERAL AND STATE REGULATORY PERSPECTIVES ON DEMAND RESPONSE

1:15 – 2:00 p.m. Updates on FERC’s Efforts to Promote Demand Response – Philip Moeller, Commissioner, FERC

2:00 – 2:45 p.m. Update on State Initiatives to Promote Demand Response With a need to add new generation resources coupled with the uncertainties about climate

change legislation, demand response currently plays a more significant role in the integrated resource planning process. Emphasis on demand response requires innovative incentives to persuade consumers to participate and prompts serious discussion over the advisability of smart meters.

– Edward S. Finley, Jr., Chairman, North Carolina Utilities Commission

2:45 – 3:15 p.m. Networking Break

SESSION II: CUSTOMER RESPONSE TO DEMAND RESPONSE THE WILD CARD SESSION Moderated by David Tilson, Senior Manager, West Monroe Partners

3:15 – 4:00 p.m. Technology and Pricing: Helping Shape Customer Behavior Northeast Utilities (NU) will present results from a rate and AMI pilot conducted during the

summer of 2009 at one of its subsidiaries, Connecticut Light & Power (CL&P). The pilot involved both residential and small C&I customers and tested three different rate designs: TOU, PTR, and CPP. In addition, CL&P tested different technologies (i.e, smart thermostats, in-home displays).

This presentation will highlight how the pilot was designed and executed. NU also will present the results from the pilot in terms of how customers reacted, impact on peak loads, energy usage, and whether the different technologies had any meaningful statistical impact. A discussion of how customers were engaged before, during, and after the pilot will be presented as well. Finally, NU will share how the results of the pilot informed broad deployment recommendations around dynamic pricing, use of technologies, and customer education.

– Camilo Serna, Director Strategy and Business Development, Northeast Utilities

4:00 – 5:15 p.m. Moderated Group Discussion: Business Process Changes to Strengthen Customer Adoption of Demand Response and Overall Demand Side Management

In this group discussion, moderated by a utility process improvement expert, you will have the opportunity to identify customer communication and business process changes you have tried and talk with your peers about successes and “opportunities.” This session also gives you the opportunity to brainstorm new ideas that might work to develop new demand response and demand side management customer initiatives at your utility.

– Moderated By Lesa White, Process Improvement, Consumers Energy

5:15 – 6:15 p.m. Networking Reception




PROGRAM AGENDATUESDAY, DECEMBER 7, 2010

8:00 – 8:30 a.m. Continental Breakfast

8:30 – 9:15 a.m. Commercialization of the Smart Grid As utilities across the country deploy smart grid technology, the focus is moving from the

technology to its application and how consumers can be engaged. This engagement brings with it opportunities for commercialization and efficiency gains not possible before. It also brings significant risk as utilities step outside of their traditional role of commodity provider to one of information provider and advisor. This session will focus on the first-hand experience of one of the largest combination utilities in the country with this evolutionary process.

– Steve Hirsch, Manager, Smart Grid Demand Response Programs, Consumers Energy

9:15 – 10:00 a.m. Educating, Engaging, and Empowering the Customer In 2009, the City of Naperville was the only municipality in the state of Illinois awarded a Smart

Grid Investment Grant from the U.S. Department of Energy to accomplish its Naperville Smart Grid Initiative (NSGI). The NSGI will be implemented within a three-year timeframe, greatly accelerating initial plans for the smart grid to be put into full operation. Utility customers will realize the benefits of improved reliability, more informed control of energy usage, and a positive impact on the environment. In early 2010, West Monroe Partners partnered with the city to help manage the $22 million project, architect and implement the smart grid, help facilitate public education and community engagement processes, and develop the necessary demand-side management programs. This discussion will focus on the process, lessons learned, key drivers, stakeholders, and critical success factors of our experience in educating, engaging, and empowering the customer.

– Nadja Lalvani, Community Relations Manager, City of Naperville, Department of Public Utilities – David Tilson, Senior Manager, West Monroe Partners

10:00 – 10:30 a.m. Networking Break

10:30 – 11:15 a.m. World-Leading Residential Load Management For more than 20 years, Florida Power & Light (FPL) has operated “On Call,” one of the world's

largest residential direct-load-control programs, with 800,000 customers participating and one million appliances connected. In this session, FPL shares insights from this successful initiative, plus its planned in-home technology pilot funded by DOE and ARRA.

– Leo Herrera, Manager, Residential Demand Side Management, Florida Power & Light – Patrick Agnew, Technical Manager, FPL In-home Technology Pilot, Florida Power & Light

SESSION III: THE VALUE AND EVOLUTION OF DEMAND RESPONSE Session Moderated by Comverge

11:15 a.m. – 12:00 p.m. Moving Toward a Comprehensive Energy Planning Process Demand response and demand side management practices are commanding more attention

across the nation. Florida has been a leader in the movement to expand these strategies as part of a comprehensive energy planning process. In this session, Commissioner Edgar will discuss:

• What policies promote the development of DSM in Florida? • How can utility customers become involved? • How is DSM integrated into rates and pricing? • Where do we go from here? – Lisa Polak Edgar, Commissioner, Florida Public Service Commission

12:00 – 1:00 p.m. Group Luncheon




PROGRAM AGENDATUESDAY, DECEMBER 7, 2010 (CONTINUED)

1:00 – 1:45 p.m. Pennsylvania Act 129 Legislation • Overview and timeline of the Act • Reduction criteria for EDC’s and PPL Electric Utilities (PPLEU) • Specific programs launched by PPLEU • Results of programs to date • Measurement and verification protocols • Overview of demand response programs being offered by PPLEU — direct load control and

load curtailment – Dirk Chiles, Customer Program Specialist, Demand Response, PPL Electric Utilities

1:45 – 2:30 p.m. Value Proposition: What is the True Reward of Demand Response? This presentation will summarize the methods for estimating demand response potential in

commercial and industrial facilities. First, methods for characterizing building loads will be presented. These include simple visual observation of the load profile to a more involved statistical study of weather sensitivity and load variability analysis. Engineering calculations that are used to determine DR potential will be introduced. Finally, the use of physical building models with detailed information using specific building simulation software will be presented, along with examples of applications of these models.

– Rish Ghatikar, Program Manager, Lawrence Berkeley National Laboratory

2:30 – 3:00 p.m. Networking Break

3:00 – 3:45 p.m. The Evolution of Demand Response in the Midwest • How demand response is evolving at different rates in Midwestern states • Participation levels and trends for DRR-I and DRR-II • New models and options for performance evaluation • The Midwest ISO’s new demand response management system – Mike Robinson, Manager of Market Development, Midwest ISO – Scott Coe, Vice President, Utility Integration Solutions

3:45 – 4:30 p.m. Demand Response as the Virtual Power Plant Progress Energy has approximately 3.2 million meters in Florida and the Carolinas. They have

a long history in operating demand response systems since the early 1980s and currently have over 700 MW of DR capacity. There have been many lessons learned over the years that have provided many benefits to the company, its customers, and the local electric grid. These benefits and future plans will be discussed.

– Gary Freeman, General Manager, DSM/EE Operations, Progress Energy

4:30 – 4:45 p.m. Closing Remarks and Conference Adjourns




PRE-CONFERENCE WORKSHOP

THE IMPACT ON RESIDENTIAL CONSERVATION AND DEMAND MANAGEMENT PROGRAMS WITH THE ADOPTION OF THE SMART GRIDMONDAY, DECEMBER 6, 2010

AGENDA

Workshop Timing: 8:30 – 11:45 a.m.Registration and Continental Breakfast: 8:00 – 8:30 a.m. Honeywell and Cooper Power Systems, industry leaders in demand response, energy efficiency, and the smart grid, will be hosting a pre-conference workshop session to share information with utilities, and stimulate an engaging dialogue among peers.

Discussion will include the evolution of technologies for the smart grid infrastructure of today and for the near-term future, including methods of communication. Utilities are empowered with new tools through advancements in distributed generation, automation, in-home devices, and demand response. Honeywell and Cooper Power will discuss how to enhance the services utilities provide and transform customer behavior through the smart grid.

Key discussion topics will include:• Existing demand response and how to enhance it• Demand response potential with the emergence of two-way networks• Merging AMI and demand response networks• ZigBee and other HAN-specific communications• Customer perceptions and expectations for the smart grid and HANs

We will also make time available for questions and answers.

WORKSHOP INSTRUCTORSSteve Smith, Director of Sales and Marketing, Honeywell Utility Solutions Honeywell Utility Solutions specializes in delivering turnkey utility projects for energy conservation, demand response, and meter automation. During his 17-year career at Honeywell, Steve has been a key player in designing and implementing Honeywell’s growth strategies specific to the utility market. He and his team have developed solutions for numerous high profile projects throughout the US and Canada. Steve has an MBA from Northeastern University and a B.S. in electrical engineering from the University of New Hampshire.

Dan Merilatt, Manager Demand Response Programs, Cooper Power Systems Dan Merilatt joined Cannon Technologies/Cooper Power Systems in 2007. He has been a professional economist for 30 years, 28 of which have been within the energy industry. His experience includes designing, proposing, and promoting demand response programs for electric utilities. Dan has a B.A. in economics from the University of Colorado and an M.A. in economics from DePaul University, and he has pursued doctoral work in economics at the University of Chicago.

Ann Perreault, Demand Response Program Consultant, Cooper Power Systems Ann Perreault joined Cannon Technologies/Cooper Power Systems in 2007. Ann brings her experience and industry knowledge to utilities across North America, assisting with program design, program management, system maintenance, and marketing. Prior to Cannon Technologies, Ann spent seven years with Xcel Energy managing their regulated DR program portfolio, one of the largest in the nation with over 1,000 MW of controllable and interruptible load. The program portfolio included more than 400,000 residential, commercial, and industrial customers operating across a five-state region. She also led the business development effort for DR expansion to other utilities plus load control products for commercial and industrial customers.




POST-CONFERENCE WORKSHOP

INTEGRATING DEMAND RESPONSE INTO UTILITY OPERATIONS AND WHOLESALE MARKETSWEDNESDAY, DECEMBER 8, 2010

AGENDA

Registration and Continental Breakfast: 7:30 – 8:00 a.m.Workshop Timing: 8:00 a.m. – 12:00 p.m. LEARNING OBJECTIVES• Identify the issues and solutions for integrating retail demand response (DR) in FERC mandated wholesale DR markets• Review the issues and solutions for scaling isolated DR pilot programs into an integrated, future-proof, enterprise

capability

KEY DISCUSSION TOPICS• Integrating DR into wholesale markets o Wholesale DR concepts and business drivers o Measurement and verification (M&V) standards o Wholesale demand response business processes o Comparison of wholesale DR markets in North America o Linking retail and wholesale DR resources o Aggregating DR • Integrating DR into utility operations o Why DR is getting more complex to manage o Managing the process dimension of DR o Cataloguing, diagnosing, and optimizing DR processes o Enabling technologies for DR management and integration

WORKSHOP INSTRUCTORSScott Coe is a vice president at UISOL. He has over a decade of experience in wholesale electricity markets, and his background includes a wide range of experiences from process improvements to highly technical design. For the past several years, Scott has been helping the ISO/RTO Council (IRC) develop standards for a variety of initiatives, including demand response measurement and verification standards at NAESB and application communication standards at CIGRÉ. Scott holds an M.S. in engineering physics from Rensselaer Polytechnic Institute and a Ph.D. in physics from Yale University.

Ali Vojdani is the CEO and founder of UISOL He has 30 years of experience in the utility industry focusing on business integration services. In the demand response arena, he has managed the implementation and demonstration of the California Demand Response Business Network (DRBizNet), which is currently installed at the California ISO DR Lab and is also implemented at PJM Interconnection, supporting the participation of more than 8,000 demand resources into the largest wholesale power market in the world. Dr. Vojdani is a senior member of the IEEE. He has authored more than 60 technical articles and reports. He has been the chairman of the Utility Integration Conference (UIC) since 2004. He has a Ph.D. in electrical engineering from McGill University in Canada.

is the utility industry systems integration specialist. UISOL offers a range of integration services and software solutions to help its utility clients transform their business performance through the power of smart integration for demand response, smart grid, advanced metering, meter data management, market operations and more. UISOL DRBizNet is the leading software platform for DR management and the integration of distributed energy resources in the utility industry. Its implementation at PJM

Interconnection was selected as a 2010 “Project of the Year” from Pennwell Publication’s POWERGRID International Magazine. Visit www.uisol.com or call 925-939-0449.

Register Today! Call (201) 871-0474

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Demand Response Optimization, December 6-7, 2010 Conference and both Workshops: US $2195Early Bird on or Before November 24, 2010: US $1995

Conference and Pre-Conference Workshop: US $1795Early Bird on or Before November 24, 2010: US $1595

Conference and Post-Conference Workshop: US $1595Early Bird on or Before November 24, 2010: US $1795

Conference only: US $1395, Early Bird on or Before November 24, 2010: US $1195

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PROCEEDINGS

A copy of the conference proceedings will be distributed to attendees at the event. If you are unable to attend or would like to purchase additional copies, flash drives are available two weeks after the conference is complete. The cost per flash drive is US $395 (add US $50 for international shipments). Flash drives include visual presentations only. Upon receipt of order and payment, the flash drive will be shipped to you.NOTE: All presentation flash drivesales are final and are non-refundable.

EVENT LOCATION

A room block has been reserved at the InterContinental Miami, 100 Chopin Plaza, Miami, FL 33131, for the nights of December 5-9, 2010. Room rates are $189, plus applicable tax. Call 305-577-1000 for reservations and mention the EUCI course to get the group rate. Make your reservations prior to November 13, 2010. There are a limited number of rooms available at the group rate. Please make your reservations early.

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REGISTRATION INFORMATION

REMEMBER, EVERY FOURTH REGISTRANT IS FREEFor instant registration, call (201) 871-0474 or fax the registration form to (253) 663-7224. Register Three, Send Fourth Free! Any organization wishing to send multiple attendees to this course may send one FREE for every three delegates registered. Please note that all registrations must be made at the same time to qualify.

All cancellations received on or before November 5, 2010 will be subject to a US $195 processing fee. Written cancellations received after this date will create a credit of the tuition (less processing fee) good toward any other EUCI event or publication. This credit will be good for six months. In case of event cancellation, Electric Utility Consultants’ 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 (201) 871-0474.

EUCI reserves the right to alter this program without prior notice.

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demand response optimization · practices, access to industry experts, and extended opportunities...

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