Joint Meeting
Resource Planners' Forum
Committee on Regional Electric Power Cooperation
State-Provincial Steering Committee

The Westin Hotel, 400 West Broadway, San Diego

 October 3-5, 2012

Schedule of Meetings

October 3, 2012
12 noon - 5:30 p.m.

October 4, 2012
8:00 a.m. - 5:15 p.m. 

October 5, 2012
8:00 a.m. - 12:00 noon


Emerald Ballroom
Wednesday, October 3
12 noon - 5:30 p.m.


12:00 noon

Call to order / introductions / review agenda

             John Savage, Chair

12:15 p.m.

Resource planning trends - LBNL's review of utility resource plans

           Peter Larsen and Jordan Wilkerson, Lawrence Berkeley Nat'l Lab [pdf]
              ■   The future mix of planned capacity across WECC
              ■   How utilities are planning for uncertainty - a qualitative assessment
              ■   Comparison of methods and approaches in resource plans

12:45 p.m.

Integration of Variable Generation

            Moderator | Lisa Schwartz, Regulatory Assistance Project (RAP)
              ■   Michael Milligan, NREL [pdf]
              ■   Janice Frazier-Hampton, Pacific Gas & Electric
              ■   Scott Martin, Sacramento Municipal Utility District
              ■   Laura Beane, Iberdrola Renewables
              ■   Megan Mao, Southern California Edison
              ■   Udi Helman, BrightSource Energy
              ■   Steve Beuning, Xcel Energy
              ■   Ty Bettis, Portland General Electric 
         Panel discussion topics and questions
                  Integration of variable generation defined: What does this mean to resource planners? 
                       To developers? What are the key integration issues as we get to higher levels of penetration,
                       and how should our  integration tools change as we advance toward higher targets?
                  Planning the system with variable generation: 
          o How do we compare costs across resources and alternative portfolios in a way that
                                compares apples to apples?

          o What is the capacity value of variable energy resources and how do they contribute
                                to resource adequacy and affect LOLE/LOLP?
          o How do we estimate costs for integrating variable generation?
                  Technology improvements are changing the way we integrate variable generation
                        including demand-side measures that complement wind and solar resources and controls
                        for wind and solar facilities.  How should we address these advances in resource planning,
                       procurement and integration analyses?

                  Storage for electricity - is this part of the solution?
                  Planning the system for operational flexibility - options for the individual utility
          o The changing requirements and calculation of reserves with increasing levels of 
                                variable generation:  planning reserves and flexible reserves
                  Institutional and market innovations for flexibility - options requiring multi-utility
          o Intra-hour scheduling and dispatch 
          o Dynamic scheduling of generation outside of the utility Balancing Authority
          o New markets (e.g., imbalance energy, capacity / capabilities markets)
          o Reserve sharing agreements 
          o Expectations about contracting for variable generation 


     Meeting Renewable Energy Targets in the West at Least Cost
     The Integration Challenge: Final Report

3:15 p.m.


3:45 p.m.

Nexus between distribution and transmission level resource strategies

Potential for Solar PV in 2020

           Rob Jenks, McKinsey & Company [pdf]

The economics of DG relative to central station generation alternatives and 

challenges in aligning the planning processes

           Arne Olson, E3 [pdf]

The California Experience -- integrating distribution level resource planning

with transmission level resource planning

           Strategies for integrating DG resources from the transmission system viewpoint
     o Lorenzo Kristov, California ISO [pdf]
          Programs underway in CA and the multifaceted issues for integrating and
         balancing distribution level planning with transmission level resource planning
     o Kevin Dudney, CA PUC staff [pdf]

Southern California Edisons's DG case study - Solar Photovoltaic Program (SPVP)

           Rudy Perez, Southern California Edison [pdf]

Response panel

          ■   Brad Nickell, WECC
          ■   Mohan Kondragunta, Southern California Edison

           Panel discussion questions
             What are the feedback loops between distribution and transmission planning?
             What are the operational challenges of DG / PV / possible EV and two-way flows between
                  distribution and transmission systems?
             What value do resource planners place on WECC's 10- and 20-year transmission planning
                  processes and subregional planning under Order 1000?
             Do transmission planners consider distribution level actions when developing company
                  transmission plans?  Are distribution level actions considered when constructing SPG
                  Order 1000 transmission plans (e.g. cost allocation for regional projects vs. non-wire
            Do transmission planners use or consider future Demand Response and uncommitted energy
                  efficiency in transmission planning to possibly avoid future transmission investment?
            Does deep penetration of distribution generation present significant challenges for integration

                  and on reliability?

5:30 p.m.



Emerald Ballroom
Thursday, October 4
8:00 a.m. - 5:15 p.m.


7:00 a.m.

Continental Breakfast

8:00 a.m.

Resource planning with risk and uncertainty: alternative approaches and methodologies

in making risk assessments

         Resource Planners' Perspective
            ■   James Wilde, Arizona Public Service [pdf]
            ■   Phillip Popoff, Puget Sound Energy [pdf]
         Perspective on the role of regulators - "risk aware utility regulation" 
            ■   Ron Binz, Public Policy Consulting [pdf]
         Panel discussion questions
                What are the categories of risk faced by resource planners?
                How do resource planners develop resource plans in the face of increasing risk and uncertainty?
                What are the techniques for integrating risk management in IRPs and transmission plans
                     into a "least risk" strategy in terms of mitigating fuel price, supply and regulatory
                How should the resource planner value different resources (e.g., natural gas,coal, wind,
                    solar, etc) given changing assumptions of future prices and technological innovation?
                How should resource planners account for potential changes in policies (e.g. renewable
                     portfolio standards, carbon regulation, air quality regulations)?
                What are the different approaches and methodologies used by utilities?


     Ron Binz, Practicing Risk Aware Electricity Regulation

9:30 a.m.


9:50 a.m.

Natural Gas and Electric Interface

          SPSC / CREPC work on the gas electric interface
    o John Savage, Chair
          Resource planner's perspective on the adequacy and deliverability of this
         key resource
    o Phillip Popoff, Puget Sound Energy
          DOE's activities
    o Larry Mansueti, DOE [pdf]

Major actions underway by NERC and the Northwest on the Gas/Electric Interface

          NERC's Phase II of Gas/Electric Reliability Assessment
    o John Moura, NERC  [pdf]
          Pacific Northwest Utility Conference Committee / Northwest Gas Association
        Power and Natural Gas Task Force
    o Phillip Popoff /Clay Riding, Puget Sound Energy and Chair, Northwest
               Mutual Assistance Agreement [pdf]

Overview and insights on regional natural gas infrastructure assessment

          Kevin Petak, ICF International [pdf]

The potential need for and process of a Western infrastructure assessment

          Facilitator | Patrick Bean, American Clean Skies Foundation
            ■   Larry Mansueti, DOE
            ■   John Moura, NERC
            ■   Kevin Petak, ICF International
            ■   Phillip Popoff  / Clay Riding, PSE and Northwest Mutual Assistance Agreement chair
            ■   Jeff Miller, ColumbiaGrid
            ■   Mia Vu, Pacific Gas & Electric [pdf]
            ■   Greg Van Pelt, California ISO
            ■   Steven Hearn, TransWestern Pipeline
            ■   David Lemmons, Xcel Energy
            ■   Hardev Juj, BPA 
        Panel discussion questions
                What should the goals and objectives be for a regional assessment?
                What are the drivers of a Western assessment?
                What work has been done or is underway in the West for assessments?
                What should the parameters be for a Western assessment?
                Who should perform the infrastructure assessment?
Proposed Motion to authorize a Western Natural Gas Infrastructure Assessment


     Staff paper on proposed motion
     Summary of Regional Infrastructure Assessments
     Northwest Task Force Natural Gas-Electricity Primer, August 2012
     Northwest Mutual Assistance Agreement
     A Primer of the Natural Gas and Electric Power Interdependency in the US 
            (Phase I), NERC
     FERC Order 587-V, Issued July 19, 2012
     Report: NAESB Gas-Electric Harmonization Committee, August 2012
     FERC August 2012 Regional Conferences audio archive
     Cal-ISO Gas Transmission Pipeline Protocols, August 2012
     WECC November 12-13 Natural Gas-Electric Coordination Conference

12:00 noon


1:30 p.m.

FERC and DOE current activities

              Jon Wellinghoff, FERC Chairman
              Larry Mansueti, DOE
2:00 p.m.

Variable generation reforms

Order 764 panel

             Moderator | Rebecca Wagner, Nevada PUC Commissioner
            ■   Jon Wellinghoff, FERC Chairman 
            ■   David Lemmons, Xcel Energy
            ■   Natalie Hocken, PacifiCorp
          Panel discussion questions
                 Will 15-minute scheduling as provided in Order 764 be used?
                 Given the potential risk of low usage of 15 minute scheduling, are there more 
                      cost-effective alternatives that qualify under Order 764? 
                 Will non-jurisdictionals go to 15-minute scheduling?


     FERC Order 764 (priority 2)

Report of PUC EIM Group

             Jason Marks, NM PRC and PUC EIM Group Chair [pdf]
     o Cost/benefit results
     o Next steps for the PUC EIM group

Northwest Power Pool EIM evaluation

             Patrick Damiano, NWPP [pdf]
3:30 p.m.


3:45 p.m.

September 8, 2011 outage and the future of WECC

Outage discussion

            ■   Gerry Cauley, NERC CEO, on NERC/FERC outage inquiry findings
                  and recommendations and next steps
            ■   Jon Wellinghoff, FERC Chair
            ■   Mark Maher, WECC CEO, on WECC's response to the outage [pdf]
            ■   Mike Niggli, SDG&E President & Western Electricity Industry Leaders Group
            ■   Doug Larson, WIEB, on WIRAB's advice to WECC and NERC [pdf]
            ■   Other comments: Marsha Smith, WECC Chair | John Stout, WECC Vice-Chair


      NERC/FERC September 8, 2011 outage report, April, 2012
     WECC High Level Summary of September 8, 2011 Pacific Southwest
          Outage Survey Results, July 20, 2012
     NERC letter to WECC requesting report on actions in response to outage
          July 26, 2012
     WIRAB advice to WECC and NERC, August 23, 2012
     WECC preliminary response to Arizona-California Outages, August 31, 2012
          Panel discussion questions
                  The NERC/FERC outage report and the WECC survey of Western companies identified
                      many shortcomings in current practices in the Western electricity industry.  What are
                      your three top reforms that are needed?
                  Will enforcement actions resulting from the outage provide insight into which, if any,
                      standards were violated and the degree to which the violation contributed to the outage?
Future of WECC discussion
            ■   John Stout, WECC Board Vice Chair
            ■   Mark Maher, WECC CEO
            ■   Discussion with outage panel members
        Panel discussion questions
                Why will rearranging the boxes on an organization chart into two new entities:
                     (1) Result in a new focus on reliability rather than standards compliance? If  WECC has been
                            more focused on reliability rather than standards compliance? 
                     (2)  Improve budgeting decisions to ensure consumers are getting a "bang for the buck"
                            being spent on reliability?
                     (3) Change the culture in the Western industry to share information and improve real-time grid
                     (4) Fix current problems at WECC created by addressing issues in member committee "silos"?
               The proposed bifurcation of WECC into two organizations (a Regional Entity that focuses on
                    standards, compliance, event analysis, reliability assessments and a Non-Regional Entity that
                    operates the Reliability Coordinator and potentially other functions such as transmission
                    planning) is based, in part, on an expectation that the Regional Entity organization will focus
                    more on reliability and less on standards compliance.  What changes are needed to cause that
                    shift focus?  Why should we expect that shift to occur when it hasnít happened under the existing 
                Will the functions of the Non-Regional Entity be adequately funded through a tariff where
                    companies pay for the services they request from the NRE? Why would companies pay for
                    services that aren't mandated by law or standards?  Under current NERC standards, which
                    entities are liable for not funding a Reliability Coordinator, an Interchange Administrator,
                    interconnection-wide transmission expansion  planning base case development?  Under the
                    tariff, what happens when a company elects not to pay for a service which it deems is not
                    needed or required?  Are non-jurisdictional U.S. entities subject to tariff? 
               What are the potential unintended consequences from bifurcation (e.g., competing
                    organizations that don't share data and analysis, current functions such as transmission             
                    planning not being funded, a new RE that evolves into strictly a standards enforcement arm
                   of NERC, Canadian and Mexican entities opting out of current interconnection-wide functions.
     WECC strategic planning white paper, August 24, 2012
     Materials and recording from the August 29 WECC webinar on structure
          and governance of current WECC functions 
     September 6-7 resolutions adopted by the WECC Board on restructuring WECC

5:15 p.m.



Emerald Ballroom
Friday, October 5
8:00 a.m. - 12 noon


7:00 a.m.

Continental Breakfast

8:00 a.m.

Order 1000

             Subregion planning group filings to comply with Order 1000.  What are the major
          changes in your planning processes? Plans for interregional coordination?
      o Charlie Reinhold, WestConnect [pdf]
      o Jeff Miller, Columbia Grid [pdf]
      o Rich Bayless, NTTG [pdf]
      o Neil Millar, California ISO [pdf]
      o Sue Henderson, SCG chair [pdf]
      o Sue Henderson on behalf of the Interregional Coordination 
                    Team [pdf]

9:00 a.m.

NEW WREZ3 report

             Transmission and Renewable Energy Planning in California:  Opportunities for 
           Regional Stakeholder Engagement
      o Lisa Schwartz, Regulatory Assistance Project [pdf]

9:20 a.m.


9:35 a.m.

SPSC study case inputs and WECC modeling results
             SPSC study cases and technical inputs
      o Overview and context - Tom Carr, WIEB
      o Low carbon case inputs
                    ■   Arne Olson, E3 [pdf]
      o DSM / DR / DG inputs
                    ■   Galen Barbose, LBNL [pdf]
      o Breakthrough technologies and WREZ model update
                    ■   David Hurlbut, NREL [pdf]
             WECC 2012 study program: 10-year cases and 20-year cases
      o Modeling results - SPSC stress test cases
      o Long term planning tool - SPSG and SPSC cases [pdf]
                    ■   Brad Nickell / Keegan Moyer / Byron Woertz, WECC

11:15 a.m.

SPSC business meeting

             Election of SPSC Vice Chair

             Consulting fund proposals

     o Report on consulting fund proposals [pdf]

                 ■   Historical flow/schedule/ATC internet tool (approved)

                 ■   Variable energy resources internet dashboard (authorized)

                 ■   Transmission technology forum (authorized)

     o New ideas for consulting fund proposals and establishment of RFP work groups

                 ■   Natural gas/electric infrastructure adequacy/operational reliability assessment

                 ■   Opportunities in the West for using demand response for integration of variable 

              >Ken Dragoon, Ecofys [pdf]

             Budget report [pdf]

12:00 p.m.