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Sustainable Energy Advocates’ Conference/Summit

Wholesale Market Integration of Energy Efficiency/Demand Resources

Meeting Goals/Objectives

  • Understand the current status of, and agree on opportunities for, energy efficiency and demand resource (EE & DR) integration into wholesale markets and regional planning
  • Develop strategic initiatives and identify resources needed to tap the opportunities for EE & DR integration – i.e., regional advocacy initiatives foundations may want to support in late-2007 and 2008
  • Determine what follow-up steps/tasks will be needed to facilitate the strategic initiatives and assure greater integration of energy efficiency and demand resources

Day #1 (July 26) – Brief Presentations followed by Guided Discussions

8:00am – Breakfast

8:30am – Introductions & Meeting Overview

8:40am – Session 1 – Overview of FERC initiatives on EE/DR integration to provide context and background information for substantive presentations and discussion:

  • FERC rules, orders and initiatives on Demand Resource Integration – e.g.,
    • OATT Final Rule, ISO-NE FCM orders, PJM orders, NEDRI, etc.
  • FERC rules, orders and initiatives on Technology Neutral Regional Planning
    • OATT Final Rule, ISO-NE orders, PJM orders, etc.
    Presenter: Suedeen Kelly, Commissioner (FERC) [12 to 15 minutes]

8:55am – Clarification Q&A and Discussion of FERC’s recent initiatives

9:15am – Session 2 – Presentations on key EE/DR integration issues (including what is possible to accomplish and likely benefits) by EE/DR experts who will review the issue areas, note successes, and discuss potential solutions and strategies to increase EE/DR integration in different regions:


9:15am – Presentation #1 – Overview of EE/DR resource contribution by region and type of program or tariff; customer load response strategies; how EE and DR have been integrated by demand-side program administrators and customers; key drivers for integration; and major barriers to additional and more widespread integration. Issues include – how dispatchable and non-dispatchable technologies are integrated into various types of organized wholesale markets (capacity, energy, emergency, ancillary services) and wholesale markets without ISO/RTOs; and how traditional/retail EE/DR may be adapted by LSEs, CSPs and others to be integrated into wholesale markets and regional planning processes.
Presenter: Chuck Goldman (LBL) [20-25 minutes]

9:40am – Clarification Q&A and Discussion of Presentation #1 issues

10:00am – Presentation #2 – How EE and DR can be fully integrated into short- and long-term wholesale capacity, energy, emergency and ancillary services markets. The issues include – special characteristics that must be considered for market rules to assure comparability; barriers in organized and non-organized markets; regulatory actions that would facilitate integration in various regions.
Presenters: Paul Peterson (Synapse) & Bill Prindle ( ACEEE) [7-10 minutes each]; Respondent: David Kathan (FERC) [3-5 minutes]


10:30am – Snack Break

10:40am – Clarification Q&A and Discussion of Presentation #2 issues

11:15am – Presentation #3 – How EE and DR can be fully integrated into regional grid and resource planning processes. Issues include – comparability
-non-comparability of EE & DR to other resource options; data & analyses needed to support reliance on EE/DR in grid planning; critical monitoring and verification protocols; regulatory actions that would facilitate integration.
Presenters: Bill Pascoe (consult) & Tom Foley (consult) [7-10 minutes each]
Respondent: David Kathan (FERC) [3-5 minutes]

11:45am – 12:30pm – Luncheon

12:30pm – Clarification Q&A and Discussion of Presentation #3 issues

1:00pm – Presentation #4 – Current technologies and business models that enable and facilitate integration of EE and DR into retail and wholesale power markets – where they are integrated, the costs of their integration, and their demonstrated system/market impacts in various regions.
Presenters: Dan Sharplin (Site Controls) & John Rossi (Comverge) [7-10 minutes each]; Respondent: David Kathan (FERC) [3-5 minutes]

1:25pm – Clarification Q&A and Discussion of Presentation #4 issues

2:00pm – Presentation #5 – Additional FERC actions that could encourage broader system integration of EE and DR into RTO, non-RTO and other regions – modifications of FERC’s current approach or a new paradigm?
Presenters: Alison Silverstein (consult) & Bob Lieberman (ICC commissioner) [7-10 minutes each]

2:20pm – Clarification Q&A and Discussion of Presentation #5 issues

3:00pm – Snack Break

3:15pm – Session 3 – Presentations on the status of EE/DR integration in key regions, addressing half-dozen or so specific questions on the following matters:

  • proceedings/negotiations/FERC orders (e.g., ISO-NE’s FCM and grid planning processes; PJM’s RPM & planning processes; BPA’s non-wires solutions initiatives; and MISO’s stakeholder efforts)
  • progress on EE/DR integration – e.g., approaches, rules & procedures
  • issues remaining to be resolved and timelines/strategies for resolution

Presenters: New England – Seth Kaplan (CLF); Northwest – Steve Weiss (NWEC); PJM – John Hanger (PennFuture); MISO – John Moore (ELPC); Rockies/SW – Tom Darin (Western Resources) [5-7 minute summaries]

3:45pm – Discussion of Session 3 Issues

4:30pm – Plenary/General Discussion of Issues, Questions & Policies Raised

5:30pm – Reception at ELPC Office, Suite 1300

7:30pm – Group Dinner at Wildfire Restaurant courtesy of The Energy Foundation

Day #2 (July 27) – Presentations & Plenary Facilitated Discussion

8:00am – Breakfast

8:30am – Session 4 – Presentations on key state EE plans – e.g., New York, Vermont, California, etc.
Presenters: New York – Fred Zalcman; Vermont – Rich Sedano; California – Ralph Cavanagh; Others – Bill Prindle, ACEEE [7-10 minute presentations]

9:15am – Discussion of state EE plan presentations

10:15am – Snack Break

10:30am – Session 5 – Discussion of near-term actions/steps and priorities, needed resources and action timelines for EE/DR advocates in each region – including CAISO, NYISO, & MISO (as well as ISO-NE, PJM and the NW)
Discussion Framer: Rich Sedano [7-10 presentation]

12:30pm – Adjournment

Sponsoring Organizations – The Energy Foundation, Environmental Law & Policy Center, and Project for Sustainable FERC Energy Policy