September 13 – 14, 2018The Citizen Hotel Sacramento, CA

EUCI is authorized by IACET to offer 1.5 CEUs for the conference, 0.8 CEUs for the workshop

CONFERENCE

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PRE-CONFERENCE WORKSHOP

Smart Inverters and Bulk Power System

ConsiderationsWEDNESDAY, SEPTEMBER 12, 2018

IEEE 1547 – 2018 STANDARDS, RELATED CODES AND ADVANCED INVERTERS: What the Power Industry Needs to Know to Leverage for DERs on the Grid and Behind-The-Meter

SPONSOR

“A condensate of expertise and knowledge in a 1 ½ day conference! I feel like I have learned so much in such a short time.”

Energy Analyst – PV Modeling, EDF

IEEE 1547 – 2018 STANDARDS, RELATED CODES AND ADVANCED INVERTERSSeptember 13 – 14, 2018 | Sacramento, CA

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OVERVIEWIn almost every utility or electric power systems area, increasing penetrations of solar photovoltaic (PV) and other distributed generation systems require a more flexible grid management approach. Two key elements of facilitating this transition to a power delivery system with multi-directional flows involve:

1. Conforming to updated interconnection standards — IEEE 1547, UL 1741 SA and others — that recognize how the system should accommodate this evolving generation and energy storage resources landscape

2. Implementing advanced (smart) inverter technology that will appropriately “flex” with the legacy distribution and transmission systems to integrate with a new power delivery paradigm

This conference will examine the power system impacts triggered by the advancing penetration of solar and distributed energy resources. It will identify how utilities, bulk power system operators, service providers and project developers must conform their practices to address the technology challenges triggered by these behind-the-meter and customer-originating power conditions.

Many of the industry’s foremost technical experts at utilities, grid operators, research institutes, national laboratories and technology service providers will consider these issues:

• Exactly what problems are stakeholders trying to solve with “smart inverter functions”? Which ones have only been theorized, and which have been seen in real-world systems — local issues and wide-area issues?

• Which “smart inverter functions” correlate to which problems? How effective are they in solving the problems they target? How do utilities and other electric power system operators determine the settings needed to deploy a particular “smart inverter function” to solve a specific problem?

• What are the tradeoffs involved in using “smart inverter functions”? When using a particular “smart inverter function” to solve a specific problem, what unintended consequences or secondary problems may be triggered? Are those avoidable?

• Do “smart inverter functions” move the industry — and society — toward a more distributed future, such as microgrids, transactive energy, blockchain and so forth? If so, how do they do that, and how would they be used in those environments? What other functions are needed?

LEARNING OUTCOMESUtilities, leading national lab research specialists and technology service providers will cover these topics:

• Review IEEE 1547-2018 and IEEE 1547 family of Standards and related codes• Examine advanced inverter performance under conditions of growing DER penetration • Discuss real-time DER performance monitoring and appropriate communications protocols• Discuss regulatory changes just adopted and still under consideration for smart inverter implementation• Identify operational challenges and opportunities created by smart inverters• Review of standards and codes driving smart inverters • Assess distribution system operators’ views and considerations of smart inverter deployment• Compare utility applications of standards and adoption of smart inverters• Examine case studies of utility implementation of smart inverters • Evaluate what’s next for advanced inverter codes and standards• Consider the role(s) that utilities play in smart inverter grid Implementation

WHO SHOULD ATTENDThe information and strategies discussed in this workshop will be particularly important to industry practitioners supporting the following organizations:

• Bulk power and ISO system operators• Utilities, load-serving and other generation businesses• Technology and OEM providers• Regulatory and legislative policymakers• Standards-issuing bodies• Market-setting organizations• Project developers

IEEE 1547 – 2018 STANDARDS, RELATED CODES AND ADVANCED INVERTERSSeptember 13 – 14, 2018 | Sacramento, CA

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AGENDATHURSDAY, SEPTEMBER 13, 2018

7:30 – 8:00 am Registration and Continental Breakfast

I. The Relevance of System Operability & Standards to Utility and Area Electric Power Systems (EPS)

8:00 – 9:00 am • National interconnection standards and related codes update o IEEE 1547–2018 o UL 1741 / SA• NERC and FERC level DERs interconnection performance requirements • State rules for DERs interconnection • Utility standards guide and processesMike Coddington, Principal Engineer, National Renewable Energy Laboratory (NREL)Brian Lydic, Regulatory Program Engineer, Interstate Renewable Energy Council (IREC)

9:00 – 10:30 am IEEE 1547 Series of Standards & Guides• Major (especially, disruptive) standards changes adopted and/or under consideration• What will be the benefits to the system?• How will these revisions impact utility and EPS operations?• What will they require utilities and project developers to do differently?• How much will it cost and who will pay?David Narang, IEEE 1547 Chair and Section Manager – Applied Power Systems, National Renewable Energy Laboratory (NREL)John Berdner, Vice President – Regulatory and Policy Strategy, Enphase Energy

10:30 – 10:45 am Morning Break

10:45 am – 12:00 pm NERC and FERC Level DER Performance Requirements• Measures to ensure resilience and rapid recovery• NERC Inverter-based resource performance task force (IRPTF) o Drivers o Goals • NERC DER task force• Wholesale power market adjustments to accommodate DERs• Removing barriers to participation of aggregated and inverter-based devicesClyde Loutan, Principal – Renewable Energy Integration, California ISO (CAISO)Robert Cummings, Senior Director – Engineering and Reliability Initiatives, North American Electric Reliability Organization (NERC) Charlie Vartanian, Generation Sales Manager – Energy Storage, Mitsubishi Electric Power Products, Inc. (MEPPI)

12:00 – 1:00 pm Group Luncheon

“This was the most technically focused conf I have ever been to. I really appreciated feeling like I wasn’t just wasting time away from work.”

Electrical Engineer, Avista Corp

IEEE 1547 – 2018 STANDARDS, RELATED CODES AND ADVANCED INVERTERSSeptember 13 – 14, 2018 | Sacramento, CA

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THURSDAY, SEPTEMBER 13, 2018 (CONTINUED)

II. Aligning Inverter Functions and Codes Associated with the Standards

1:00 – 2:45 pm • UL 1741 / SA o Purpose and functions o Process for creation o Tests o Differentiating utility interactive products o Timeline projections of grid support interconnection certifications o Interim measures o Relationship to other standards o Harmonization with IEEE 1547.1Dr Andy Hoke, Senior Research Engineer, National Renewable Energy Laboratory (NREL) Tim Zgonena, Principal Engineer – Distributed Energy Resources Equipment & Systems, Underwriters Laboratories invited

2:45 – 3:15 pm Networking Break

3:15 – 5:00 pm DER Interconnection Guides• State Rules for o Rule 14 (Hawaii) o Rule 21 (Calif ) o Section 215 (Minn)• Utility-specific Implementation o Case studiesRoger Salas, Principal Advisor – Distribution Engineering Department, Southern California Edison (SCE)Brian Lydic, Regulatory Program Engineer, Interstate Renewable Energy Council (IREC)

5:00 – 6:00 pm Networking Reception

AGENDA

“Provided an excellent mix of smart inverter expert speakers for standards, applications and information exchange.”

President, Ward Bower Innovations LLC

“Great technical conference.”

Engineer, JEM Engineering Services

“Excellent conference. Would attend again.”

Electrical Engineer, Power Engineers Inc

IEEE 1547 – 2018 STANDARDS, RELATED CODES AND ADVANCED INVERTERSSeptember 13 – 14, 2018 | Sacramento, CA

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FRIDAY, SEPTEMBER 14, 2018

8:00 – 8:30 am Continental Breakfast

III. How the Power System Must Adjust to Advanced (Smart) Inverters as a Class

8:30 – 10:00 am • Autonomous grid support functions (adopted) o Individual component performance profile o Cumulative and interactive aspects• Advanced functions (under study) o Anticipated process, implementation and timeline• Resource management attributes o Renewable energy o Storage • System management attributes o Distribution o Transmission o Energy balancingJohn Berdner, Vice President – Regulatory and Policy Strategy, Enphase EnergyDr Andy Hoke, Senior Research Engineer, National Renewable Energy Laboratory (NREL)Dr. Michael Ropp, President and Principal Engineer, Northern Plains Power TechnologiesLeo Casey, Power Systems Lead Engineer, GoogleX

10:00 – 10:15 am Morning Break

IV. Balancing the Scale of Communications Transparency vs Privacy

10:15 – 11:45 am • Communication requirements• Internet communications protocol• Certification test standard for communication protocols• How secure are operations and data?Frances Cleveland, President & Principal Consultant, XanthusBrian Seal, Technical Executive – Information and Communication Technology, Electric Power Research Institute (EPRI) invitedRoman-Alexander Brück, Laboratory Head – Solar Components, TÜV Rheinland Thomas Tansy, Chairman, SunSpec Alliance

11:45 am – 1:00 pm Group Luncheon

V. The Relationship of Updated Standards and Inverter Functions to Hosting Capacity Analysis

1:00 – 2:30 pm • General methodology• Costs and benefits• Unintended consequences of Standards updates• What limitations and system issues inverters alone can and can’t resolve• State and utility case studiesRoger Salas, Principal Advisor – Distribution Engineering Department, Southern California Edison (SCE)Chase Sun, Principal Engineer, Pacific Gas & Electric (PG&E) invitedMike Coddington, Principal Engineer, National Renewable Energy Laboratory (NREL)

AGENDA

IEEE 1547 – 2018 STANDARDS, RELATED CODES AND ADVANCED INVERTERSSeptember 13 – 14, 2018 | Sacramento, CA

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FRIDAY, SEPTEMBER 14, 2018 (CONTINUED)

2:30 – 2:45 pm Afternoon Break

VI. The Influence of Blockchain and Transactive Energy on the Deployment of Inverter Advances

2:45 – 4:30 pm • Relationship to standards adoption and advanced inverter implementation o IEEE P825 o Rule 21 (Calif ) SIWG phase 3• Peer-to-peer energy trading• Consumer exposures/benefits• Business model/grid defection threat o Load serving entities (LSEs) o Retail electric providers (REPs) o Providers of last resort (POLRs) • Wholesale market impacts o Reserve requirements o Negative pricing o Curtailment • Implications for project developers o Financial models o Long-term power purchase agreements (PPAs)Zafer Sahinoglu, Senior Principal Member – Technical Staff, Mitsubishi Electric U.S.Frances Cleveland, President & Principal Consultant, Xanthus ConsultingBob Fox, Principal Engineer, SunSpec AllianceJoshua Binus, Policy Strategist, Bonneville Power Authority (BPA)

AGENDA

“Great conference. Lots of very relevant technical presentations on current questions in DG.”

Mgr – Project Dev, FPL

IEEE 1547 – 2018 STANDARDS, RELATED CODES AND ADVANCED INVERTERSSeptember 13 – 14, 2018 | Sacramento, CA

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PRE-CONFERENCE WORKSHOPSmart Inverters and Bulk Power System ConsiderationsWEDNESDAY, SEPTEMBER 12, 2018

OVERVIEWThis one-day workshop will address the expanding challenges and opportunities brought on by inverter-based resources connected to bulk power systems (BPS)— the networked transmission systems under the jurisdiction and oversight of FERC, NERC, and ISO/RTO’s. As the recent so-called Blue Cut and Canyon Fire events in the Western Interconnect affirmed, inverter-based resources do impact the BPS. Under present conditions, these impacts are within acceptable BPS performance criteria. However, to the degree that technology capabilities, technical standards, and market designs are aligned (or not), future outcomes will vary drastically from quite positive to potentially quite negative. These outcomes will be evidenced in terms of relative changes in grid performance and the cost of delivering energy from smart inverter-connected resources across power systems to loads. The workshop instructors, who have been actively engaged in managing and guiding the rapid adoption and increase of inverter-based resources, will examine approaches to an optimal future from five perspectives:

1. Technology 2. BPS impacts 3. Standards advancement 4. Market considerations5. FERC Order 841

LEARNING OUTCOMES• Evaluate the shift to power electronics-based grid interfaces embodied in distributed energy resource (DER) technology • Discuss inverter resource-related BPS (non-distribution connected resource) events in the Western Interconnect that

prompted significant revisions in IEEE 1547 Standards and related codes• Assess how the policy drivers for ISO market enhancements to account for DERs will ultimately improve system

reliability• Examine a case study of one utility to incorporate the updated and revised Standards in an initiative to substantially

electrify its power delivery system• Assess what further steps are advisable or necessary to continue the level of integration across all networked power

systems that culminate in the bulk power system

IEEE 1547 – 2018 STANDARDS, RELATED CODES AND ADVANCED INVERTERSSeptember 13 – 14, 2018 | Sacramento, CA

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WORKSHOP AGENDAWEDNESDAY, SEPTEMBER 12, 2018

8:00 – 8:30 am Registration and Continental Breakfast

8:30 am – 12:00 pm Workshop Timing

12:00 – 1:00 pm Group Luncheon

1:00 – 5:00 pm Workshop Timing

5:00 pm Program Adjournment

I. Technology and Impacts Distributed energy resource technology – a shift to power electronics-based grid interfaces • Key technology features o Functions o Types o Operating characteristics • Costs o Trends o Drivers • DER and BPS impacts o Penetration level dimensions o Inertia and reliability

II. National (Grid) Perspective Inverter resource-related BPS (non-distribution connected resource) events • Blue cut fire o Findings o Implications o NERC Recommendations • Oct 2017 Canyon wildfire o Actions that triggered failure o Implications o NERC Recommendations High-voltage coordinating with distributed resources standards • Industry and regulatory collaboration and outcomes • Translation into guidelines and IEEE 1547

IEEE 1547 – 2018 STANDARDS, RELATED CODES AND ADVANCED INVERTERSSeptember 13 – 14, 2018 | Sacramento, CA

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WEDNESDAY, SEPTEMBER 12, 2018 (CONTINUED)

III. Regional (System Operator) Perspective Policy drivers for market enhancements for distributed resources • Intent Operators of the transmission and distribution systems need to coordinate and communicate with each other in new ways to maintain reliable operation of their respective systems Market measures to allow wholesale market participation by distributed resources aggregation • CAISO policy initiatives anticipated to span 3 years o Non-Generator Resource Model o Proxy Demand Resource Model (PDR) o Distributed Energy Resource Provider (DERP) designation Enhanced operation coordination requirements to maintain reliability • Accurate real-time forecasting and local management of distributed resources variability • Contributions to meeting operational challenges

IV. Local (Utility) Perspective Case study – The clean power and electrification pathway • SCE-adopted integrated approach to address climate change via reductions in greenhouse gas (GHG) emissions and improving air quality by taking action in three California economic sectors o Transform the electric grid to supply 80 percent carbon-free energy o Facilitate the mobilization of more than 7 million electric vehicles on California roads o Align practices so that electricity powers nearly one-third of space and water heaters, in increasingly energy-efficient buildings

V. National Distributed Resource Technical Standards Development Intent: to strike an appropriate balance between distribution system needs vs. bulk power system needs Extensive collaboration to update IEEE Std 1547 • Full revision • Harmonized with key interconnection standards at the state level • Related full revision of IEEE 1547-2018, applicable to the distribution connected-resources • Detailed breakdown of specific revisions and their impact on the BPS o Traditional distribution concerns addressed o Normal and abnormal performance categories

VI. Where Does the Power Industry Go from Here? The content matter experts discuss what further steps are advisable or necessary to continue the level of integration across all networked power systems that culminate in the bulk power system

WORKSHOP AGENDA

IEEE 1547 – 2018 STANDARDS, RELATED CODES AND ADVANCED INVERTERSSeptember 13 – 14, 2018 | Sacramento, CA

PAGE 10

WORKSHOP INSTRUCTORSRich BauerSenior Manager of Reliability & Risk Management – Event Analysis North American Electric Reliability Organization (NERC)

Leo CaseyPower Systems Lead Engineer, GoogleX

Mike CoddingtonPrincipal Engineer, National Renewable Energy Laboratory (NREL)

Clyde LoutanPrincipal – Renewable Energy Integration, California ISO (CAISO)

Zafer SahinogluSenior Principal Member – Technical Staff, Mitsubishi Electric U.S.

Charlie VartanianGeneration Sales Manager – Energy Storage, Mitsubishi Electric Power Products, Inc. (MEPPI)

IEEE 1547 – 2018 STANDARDS, RELATED CODES AND ADVANCED INVERTERSSeptember 13 – 14, 2018 | Sacramento, CA

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INSTRUCTIONAL METHODSPowerPoint presentations and case studies will be used in this program.

REQUIREMENTS FOR SUCCESSFUL COMPLETIONParticipants must sign in/out each day and be in attendance for the entirety of the conference to be eligible for continuing education credit.

IACET CREDITSEUCI has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET). In obtaining this accreditation, EUCI has demonstrated that it complies with the ANSI/IACET Standard which is recognized internationally as a standard of good practice. As a result of their Authorized Provider status, EUCI is authorized to offer IACET CEUs for its programs that qualify under the ANSI/IACET Standard.

EUCI is authorized by IACET to offer 1.5 CEUs for the conference, 0.8 CEUs for the workshop.

REGISTER 3, SEND THE 4TH FREEAny organization wishing to send multiple attendees to this event may send 1 FREE for every 3 delegates registered. Please note that all registrations must be made at the same time to qualify.

EVENT LOCATIONA room block has been reserved at the The Citizen Hotel, 926 J St, Sacramento, CA 95814, for the nights of September 11-13, 2018. Room rates are $219 plus applicable tax. Call 1-916-447-2700 for reservations and mention the EUCI event to get the group rate. The cutoff date to receive the group rate is August 11, 2018 but as there are a limited number of rooms available at this rate, the room block may close sooner. Please make your reservations early

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WWW.EUCI.COMp: 303-770-8800f: 303-741-0849

A room block has been reserved at the The Citizen Hotel, 926 J St, Sacramento, CA 95814, for the nights of September 11-13, 2018. Room rates are $219 plus applicable tax. Call 1-916-447-2700 for reservations and mention the EUCI event to get the group rate. The cutoff date to receive the group rate is August 11, 2018 but as there are a limited number of rooms available at this rate, the room block may close sooner. Please make your reservations early.

Substitutions & CancellationsYour registration may be transferred to a member of your organization up to 24 hours in advance of the event. Cancellations must be received on or before August 10, 2018 in order to be refunded and will be subject to a US $195.00 processing fee per registrant. No refunds will be made after this date. Cancellations received after this date will create a credit of the tuition (less processing fee) good toward any other EUCI event. This credit will be good for six months from the cancellation date. In the event of non-attendance, all registration fees will be forfeited. In case of course cancellation, EUCI’s 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 303-770-8800. EUCI reserves the right to alter this program without prior notice.

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