PA 510 The Smart Grid and Sustainable …...and (2) mid-career professionals from the utility,...

Syllabus: PA 567 Energy Resources: Policy and Administration (NW Energy Policy and the Columbia River) Jeff Hammarlund | Spring 2014

PA 510 The Smart Grid and Sustainable Communities: Making the Connections This is the first term of our two-term course series called

Designing the Smart Grid for Sustainable Communities.

Winter 2015 (CRN 45650)

Wednesdays, 6:40 – 9:40 PM, from January 14 through March 18

URBN 204 (Distance Learning Center Classroom) – 506 SW Mill Street

The second term in the course series is called Making the Smart Grid Work in the Real World.

It will build on the winter term course and take place during Spring Term. It will also be on

Wednesday evenings from April 1 through June 10.

Faculty and Staff (detailed faculty bios available at http://www.pdx.edu/cps/faculty-for-

smart-grid-courses)

Core Faculty:

Jeff Hammarlund, Lead Faculty, Adjunct Professor and Senior Research Fellow, Mark

Hatfield School of Government, PSU, and President, Northwest Energy and Environmental

Strategies, [email protected], 503-249-0240;

Ken Dragoon, Principal, Flink Energy Consulting, LLC, [email protected], 503-

545-8172

Pamela Morgan, President and Principal Consultant Graceful Systems,

[email protected]; 503-701-2875

Mark Osborn, Senior Vice President, Five Stars International;

[email protected], 503-709-9373

Contributing Faculty:

Dr. Robert Bass, Associate Professor, Department of Electrical and Computer Engineering,

and Director, Power Engineering Laboratory, PSU, [email protected]; 503-867-4018

Michael Jung, Policy Director, Silver Spring Networks, [email protected], 503-360-3881

James Mater, Co-founder and General Manager of Smart Grid Business Unit, QualityLogic;

Chair, Board of Directors, Smart Grid Northwest, [email protected], 503-780-9796

Graduate Student Assistant: Laruen Patton, Masters of Urban & Regional Planning Candidate,

[email protected]; 503-726-6034

Scope, Approach, and Innovative Features

This two-term course series explores a set of emerging concepts, technologies, applications and

business models, and the related trade-off decisions involved in transforming the nation’s century-

old, centralized power grid into a climate and renewable energy-friendly “Smart Grid.” If offers a

cross-disciplinary approach intended to deepen individual areas of expertise in the context of

multidisciplinary teamwork. The first term establishes a basic Smart Grid literacy, while the second

term applies this knowledge base to specific “real world” case studies.

http://www.pdx.edu/cps/faculty-for-smart-grid-courses

http://www.pdx.edu/cps/faculty-for-smart-grid-courses

mailto:[email protected]








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2 Syllabus: PA 567 Energy Resources: Policy and Administration (NW Energy Policy and the Columbia River) Jeff Hammarlund | Spring 2014

Both terms include lectures, active learning strategies, individual and group projects, class

presentations from guest speakers and seminar participants, and field trips. The series closes with

a small public forum during which student teams will present their recommendations to a select

group of community leaders.

Many visionaries informed about the world of energy policy believe that this emerging “internet for

energy” will enable individuals and businesses alike to participate in both the quality and quantity

of energy they use to live and work, generating and storing energy from multiple sources, and

managing the amount and timing of their use of that energy. The Smart Grid will integrate

generation from both directions – home/business and central station plant – and move it as needed

to meet load while incorporating solar panels, wind farms, fuel cells, plug-in hybrid electric

vehicles, and other energy sources. This intelligent electric network will manage load shape and

will achieve greater utilization than today. Its full value will be achieved when it is combined with

an emerging participatory network model that enables consumers to actively manage their

electricity consumption and sell back to the grid the surplus power they generate.

The concepts, technologies, and models addressed by this course hold the promise of a significant

new paradigm for the generation, use and delivery of electric power that is more efficient,

sustainable, robust, flexible, and environmentally sound, and that encourages a much higher level

of consumer participation and control. Converting to the Smart Grid also opens up additional

opportunities to make other infrastructures (including waste water, transportation,

telecommunications, and natural gas) greener and more sustainable during the Smart Grid

conversion process.

This is the fifth year PSU has offered an interdisciplinary graduate level course on the smart grid.

Past editions have been heralded by all four governors and many members of Congress from the

four Northwest states, the Secretary of Energy, and numerous energy educators and experts for its

innovative features. We will continue and build upon many of these innovative features this year.

For example, the course:

Serves two critical audiences: (1) graduate students in engineering, information technology,

public administration/policy, urban planning, business, economics, law, and related fields;

and (2) mid-career professionals from the utility, information technology, public

administration, architecture, urban and transportation planning, business, legal, and related

communities who are interested in the topic as a part of their professional development.

Both audiences benefit from the other’s presence in the class.

Uses the different academic and experience backgrounds of its faculty to combine academic

theory and research with real world challenges (“Making Oregon and the Northwest our

Classroom”) for the benefit of the students.

Includes nationally and regionally known experts in the curriculum to bring students

additional perspectives. In past classes, these speakers have included the chairman of the

Federal Energy Regulatory Administration, the chairman of the Colorado Public Utilities

Commission, and Smart Grid thought leaders from California, Illinois, Texas, Ohio, New York

and elsewhere. Other speakers have included the Executive Director, National Regulatory

Research Institute, the Managing Director of Global Smart Energy, and Executive Editor of

Smart Grid News; the Director of Pacific Northwest Smart Grid Demonstration Project; the

Chairman Emeritus, The Brattle Group, the authors of some of our texts; and many more. A

full list of previous course speakers is provided in the Course Fact Sheet. The experience

and insights of these speakers complement the multi-disciplinary faculty to provide a rich

experience for students and enable them to produce outstanding work on the policy topics

they tackle.

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Combines students into interdisciplinary small group “learning communities” that require

communication, learning, and the completion of group assignments across traditional

disciplines. We believe that an ability to communicate across traditional disciplines is critical

to designing electricity systems and services for empowered energy end-users and

sustainable communities. It is also a skill that is highly valued by employers interested in

positioning their companies for a successful future. We complement the inter-disciplinary

teams with small “affinity groups” that allow students to work on projects from within the

perspective of their traditional disciplines.

Covers two consecutive terms to deepen the learning experience. The first term focuses on

providing students the basics to engage with the issues of technology, empowered energy

end-users and sustainable communities and exposing them to work in multidisciplinary

student teams. The second term deepens students’ knowledge base, with a primary

emphasis on application of knowledge to “real world” projects that identify and test how to

progress toward empowered energy end-users and sustainable communities. Examples of

actual projects our multidisciplinary small group learning communities have addressed so

far include:

Three different projects associated with PGE’s Salem Smart Power Project;

Strategies for the Smart Grid to Support Emerging Eco-Districts and District Energy

Systems in Portland;

Exploring the Connections between Smart Grid and Vehicle-to-Grid: Opportunities

and Challenges in Oregon;

The Smart Grid’s Role as an Enabler of Renewable Energy Integration in Oregon and

the Pacific Northwest;

Strategies to Include Low-Income and Other Vulnerable Consumers as Smart Grid

Beneficiaries;

A Lighting Energy Efficiency and Demand Response Strategy for the Portland State

University Campus;

A Smart Meter Consumer Data Study.

We do not require seminar participants to enroll for both terms but we encourage them to

do so.

Concludes with a conference or public forum at which the student teams present their

findings and recommendations to government and business leaders. For example, in 2011,

each of the student teams offered a presentation and a briefing book for the members of

simulated “Governor’s Blue Ribbon Advisory Panel on Oregon’s Smart Grid Policy.” While

the panel had no official standing, it consisted of people who could easily serve on such a

panel and was chaired by the governor’s actual senior advisor on jobs and the economy.

Many of these recommendations were incorporated in the governor’s actual Ten-Year

Energy Plan. In most cases, the student teams are guided and supported by advisory teams

comprised of many of the region’s top technical and policy experts.

Reaches across the globe. Beginning in 2013, PSU expanded the availability of this course

to interested parties throughout the Northwest region and beyond with the capabilities of

PSU’s Distance Learning Center. Ultimately, our “distance learning participants” included

people from other parts of the United States and from universities in other nations,

including China, Mexico, and Iraq. We hope to expand the level of regional, national, and

international participation in 2015. PSU’s Center for Public Service is happy to work with

participating universities and utilities to provide graduate course level credit for students of

participating universities (4 credits per quarter) and Certificate of Completion for mid-career

professionals who are interested in advancing their careers but do not need university credit.

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Three Distance Learning options are available for interested graduate students and mid-career

professionals:

Video Conference. Participants who can access participating Distance Learning Centers

can see the class presentations and view and interact with the faculty, guest speakers, and

other students in real time on large screens.

Live Streaming. Participants can steam the class live on their computers. They can ask

questions and participate in discussions with the help of Gmail Chat or similar options.

Media Archive. Each class and presentation will be captured and stored for later viewing

on your computer. A link will be provided for access to the archived media, which should

be available the next day.

Plans for the 2015 Course Series

While each edition of this two-term course series built on the previous versions, they also

addressed new questions and challenges that fell within the broad intersection of electricity,

information technology, and sustainability. Each edition of this course series also reflects the

collective knowledge and views of that year’s particular faculty team. The electricity industry and

broader community of stakeholders that surround it continue to change at a breathtaking pace. As

these changes become clearer, the continuing members of the faculty team develop a better

understanding of the implications of these changes, and new members of the team bring new

insights, the course series gets updated as well. We plan to continue this “tradition of change” in

2015. In fact, the 2015 edition offers the most extensive transformation of this course since it was

launched in 2009. This is necessary because the amount of change and uncertainty the electricity

industry has witnessed over the past two years seems unpredicted in our lifetimes. There seems to

be a growing consensus that the traditional “utility 1.0” model with its centralized command and

control architecture and undifferentiated service for all ratepayers within a different class grid will

be replaced. Phrases like “utility of the future” and “utility 2.0” have entered the lexicon of even

the most mainstream utility leaders. What is less clear is what will replace it. In various public and

private forums, energy experts from both within and beyond the electric utility community are

trying to understand what comes next.

Many agree that the future includes a more decentralize grid architecture that will devote more

attention and resources to localized customer needs. Some experts, including the some of our

guest speakers and authors, describe their vision of the future as a “clean disruption” that will be

triggered by the “exponential cost and performance improvement of technologies that convert,

manage, store and share clean energy”. For example, Stanford University’s Tony Seba, one of our

primary authors and invited speakers, argues that just as the Internet and cell phone turned the

architecture of information upside-down, the combination of digital (bit) and clean energy

(electron) technologies will create a “new energy architecture” that is “distribute, mobile, intelligent,

and participatory.” Greener technologies, such as solar, wind, electric vehicles, and a few years

later, autonomous (self-diving) vehicles, will be combined with new business models, the

democratization of energy generation, finance and access, and exponential market growth.

Together they will ”disrupt and sweep away the energy industry as we know it.” The existing

energy architecture, which Seba describes as “centralized, command-and-control oriented,

secretive and extractive” will be replaced with one that is “distribute, mobile, intelligent and

participatory.”

A less sanguine variation of Seba’s “clean disruption” vision is the “utility death-spiral”, in which

the costs of renewable and distributed energy resources continue to plummet just as traditional

central utility services become more expensive. As customers become their own generators, they

drop their previous share of the utility’s fixed costs onto the backs of other ratepayers, driving

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more to seek decentralized alternatives to utility power. At some point, the electric utility industry

ceases to be a viable business and no responsible party is left to maintain and manage the grid.

Other experts, including Peter Fox-Penner, principal and chairman emeritus of The Brattle Group,

and another of our authors and invited speakers, agree that more power will be produced locally,

most likely within smaller scale versions of our current grid known as microgrids. The new edition

of Fox-Penner’s book, Smart Power, still focuses primarily on changes he envisions to the

ownership, operation, and governance of the central grid. But he does not deny that the ownership

and operation of what is frequently called the “grid edge” is “of equal importance and could

ultimately replace the core notion of utilities entirely.” But while Seba heralds the disruptive

transition, Fox-Penner cautions that while he too wants to create a modern, carbon-free energy

system, he also wants to make sure that adequate supplies of electricity – the oxygen of modern

life – continues to reach us reliability and whenever we want it.

Fox-Penner agrees with Seba that the addition of digital sensing and control that comes with the

Smart Grid “gives customers and non-utility ‘third parties’ the unparalleled ability to understand

and control electricity use, relegating the old utility to the backfield.” However, he warns that the

Smart Grid also “increases the importance of the traditional utility’s role of operating the local grid,

and likewise the importance of state regulators, who continue to oversee this portion of the

industry.” He notes the paradox that the Smart Grid, combined with the other developments Seba

discusses, creates two contradictory pressures. It forces electric utilities away from their traditional

retail role, while at the same time intensifying the need for them (or some new party) to invest in

the local grid even as more customers find ways to buy less of the utility’s primary product. The

likely result, says Fox-Penner, is likely to be a “slow moving train wreck.”

Given these and many other related developments, we plan to adopt a broader definition of the

Smart Grid to include a growing set of new energy technologies and approaches that can empower

end-users and support sustainable communities. The boundaries of the “Grid” no longer hold all of

the possible technologies or choices that could help lead us toward more sustainable communities.

While the “smart” aspects of the “Smart Grid” will continue to be a major focus, we will also

explore the implications of recent events, new approaches, and additional challenges and

opportunities that have made this an exciting field of study. These include the “Grid Edge”, the

distributed intelligence of other new technologies, and the commitment of people, organizations,

and communities to pursue new and empowering ways to influence their energy future. We will

continue to use the adopted title for this course series – Designing the Smart Grid for

Sustainable Communities – but we could just as easily suggested a new name, such as

Applying Energy Technology and Empowering Energy End Users for Sustainable

Communities.

Since the title of the overall course series – Designing the Smart Grid for Sustainable

Communities – will remain the same, the winter term course will still be called The Smart Grid

and Sustainable Communities: Making the Connections and the spring term course will still

be called Making the Smart Grid Work in the Real World. While both courses will be

significantly different than previous editions, they will follow the same basic pattern. The first term

will still focus on providing students the basics to engage with the issues of technology, empowered

energy end-users and sustainable communities and exposing them to work in multidisciplinary

student teams. The second term will still deepen students’ knowledge base, but place primary

emphasis on applying this knowledge to “real world” projects that identify and test how to progress

toward empowered energy end-users and sustainable communities.

We have already identified two potential projects for the Spring term. The first is helping the

Northwest Power and Conservation Council staff develop the sections of the draft Seventh Power

Plan that related to the smart grid, demand response, distributed generation, and energy storage.

The second is helping Smart Grid Northwest, Oregon Best, and other partners develop what is

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currently being called the “policy pillar” of the proposed Pacific Northwest Transactive Energy

Initiative. Depending on the class composition, expertise, and interest we may work on some of the

other pillars as well. The scope of both of these projects is Northwest region-wide to be attractive

to Northwest students and mid-career professionals who are not based in the Portland metro area

and would be expected to participate through one of the distance learning options. We have also

approached some of our local partners and friends, such as Portland General Electric, BPA, Intel,

and the Oregon Convention Center to see if they would like us to partner with them on a specific

project.

Course Sponsors

We could not offer a course with such a strong and diverse faculty team of recruit talented guest

speakers without the generous financial support from companies with a strong local and regional

presence that believe that the Smart Grid can make important contributions to a cleaner and more

sustainable energy future. We would like to thank Portland General Electric for offering

leadership and guidance, plus critical financial, faculty and technical support all five year’s we have

offered this course, and Intel Corporation for offering valuable support for four years. In addition,

Smart Grid Northwest and Climate Solutions have helped us inform potential students about

the availability and value of this course series. Other companies with a strong Northwest presence

are currently in the midst of deciding whether they will join us as course sponsors.

Guest Presenters

Our course sponsors have also contributed some of the financial support needed to help us recruit a stellar group of guest presenters. In some cases, we have been able to pay

for their basic travel and accommodations. In other cases, the guest speakers have agreed to contribute some or all of these costs. In no cases, are the speakers requiring an honorarium. We want to acknowledge and appreciate their generosity and passion for

contributing to our efforts to help prepare the next generation of leaders in this new and important endeavor.

Our guest speakers for Winter Term include:

(In process. You can view list of guest speakers from previous years for examples. They are included in the Course Fact Sheet available on the course website.)

Course Readings

We will use three course texts for both the winter and spring terms of this course. They are:

Peter Fox-Penner, Smart Power: Climate Change, the Smart Grid, and the Future of Electric

Utilities, Island Press, 2014 (make sure you get the new 2014 anniversary edition.)

Tony Seba, Clean Disruption of Energy and Transportation, 2014

Fereidoon P. Sioshansi (ed.), Smart Grid: Integrating Renewable, Distributed & Efficient

Energy, Academic Press/Elsevier, 2012

They are available at the PSU Bookstore and other booksellers.

In addition, we will use many studies and articles that are available on line or in journals that are

available electronically through the PSU library. When possible, we include links to the articles so

students can access the articles directly from an electronic version of the course syllabus. When

this is not possible, we post the article in the proper week on the Desire to Learn (D2L) course

website available to registered participants. Some of the articles we read in this class will not have

been written yet when the term begins. As a result, D2L will be updated regularly throughout the

term.

http://www.portlandgeneral.com/our_company/default.aspx

http://www.intel.com/content/www/us/en/company-overview/company-overview.html

http://smartgridnw.org/

http://www.climatesolutions.org/

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Draft Course Schedule

(Note: this preliminary course schedule will be modified now that we know the class will proceed

over ten sessions rather than eleven. It will also be reformatted and additional readings and

speakers will be added. Consider this current draft to be a basic course plan that will be modified

and converted into a course syllabus. In its current form it will still be useful as a guide to the

faculty’s intentions.)

Week 1 (January 14)

Introduction to Professors and Class Participants Frameworks for working with the topic of the course Overview of the course Receive Individual Assignments 1 and 2

Class Objectives

1. Understand a systems approach to learning and working with the topics that comprise this

course; to crafting designs; and to identifying and deciding upon actions in furtherance of

the designs. Practice Observation through listening and inquiry.

2. Learn about a tool for organizing learning and thinking about the elements in designing the

smart grid for sustainable communities. Use the map to learn about some of your fellow

classmates.

Agenda

6:40 Welcome

Faculty and Student Brief Introductions

7:10 Module 1: Frameworks for Approaching the Topic

8:25 Break – including D2L usernames and password for those without and tutorial on D2L for

that that need it

8:40 Module 2: Course Plan: A Topographical Map

9:00 Role of Small Group Learning Communities and Course Logistics

9:30 Delivery of Individual Assignments 1 (due Jan 9) & 2 (due Jan 16)

9:40 Adjourn

Priority Reading:

Posted on Desire to Learn (D2L):

Burr et al, Public Utilities Fortnightly, Reinventing the Grid: How to Find a Future that Works

Week 2 (January 21)

The physical grid – what is there and what it does Operating the grid – how all the pieces work together and

who does what Creation of Small Group Learning Communities (SGLCs) SGLCs Receive Group Assignment 1 (Data Analysis) and

Connect

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Class Objectives

The theme of this session is “What Is.” You will understand:

1. How electricity is produced delivered and sold

2. The roles of generation, transmission, distribution and metering in the energy delivered to

you and calculation of your bill

3. The technical difference between energy (kWh) and power (kW)

4. The basic design of the grid that may be altered by the emerging “Smart Grid”

5. The technology and processes used to deliver power reliably 24/7

Agenda

6:40 Announcements

6:45 Module 3: The physical grid – what is there and what it does

8:15 Break

8:25 Module 4: Operating the grid – how all the pieces work together and who does what

9:05 Formation of Small Group Learning Communities and work on Group Assignment 1

9:40 Adjourn

Priority Reading (and Viewing)

Modules 3 & 4

Course text:

Fox-Penner, Part Two, chapters 7-9, pp. 79-136

Sioshansi, Introduction and Chapter 1, pp. 3-26

How the National Grid Responds to Demand (video of British National Grid Control Center,

4.5 minutes)

Posted on Desire to Learn (D2L):

Vardi, Smart Grid 101- Understanding the Key Players, Parts 1 and 2

Vardi, Smart Grid 101- Understanding System Operations

Vardi, Smart Grid 101- How the Smart Grid Is Changing System Operations, Parts 1 and 2

Vardi, Smart Grid 101- Understanding the Key Players, Parts 1 and 2

Vardi, Smart Grid 101- The Key Drivers of the Smart Grid

Ardis, Smart Grid 101: The Internet of Things and the Smart Grid, Part 1

Ardis, Smart Grid: Where (and How) It Fits in the Internet of Things Transition, Part 2

Ardis, Smart Grid 101: Smart Grid, the Internet of Things and Security – An Inside Look,

Part 3

Berst, The Future of Utilities – Death Dpiral or Reinvention?

GTM Research, Grid Edge – Utility Modernization in the Age of

Distributed Generation (executive summary and section 1; we will read more of this piece

later)

Web links:

Crosby, RMI Outlet, An Airbnb or Uber for the Electricity Grid?

Dubrow, EnergyBeat, 5 Innovative Technologies that Are Changing How We Consume

Energy

Additional Recommended Reading

Begin Smart Grid Sioshansi, Part III, Chapters [to come]

If the electricity industry is completely new to you, we suggest you review Energy Quest,

The Energy Story, http://www.energyquest.ca.gov/story/index.html

Another high level source is National Grid: Fully Charged (video, 11.5 mins)

https://www.youtube.com/watch?v=UTM2Ck6XWHg

http://blog.rmi.org/blog_2014_09_02_an_airbnb_or_uber_for_the_electricity_grid

http://energybeat.aquicore.com/6-innovative-technologies-changing-energy-consumption

http://energybeat.aquicore.com/6-innovative-technologies-changing-energy-consumption

http://www.energyquest.ca.gov/story/index.html

https://www.youtube.com/watch?v=vX0G9F42puY

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If you are unfamiliar with the fundamental electricity concepts, we suggest you review

Energy Information Administration, Electricity Explained

http://www.eia.doe.gov/basics/electricity_basics.html

and/or Science of Electricity

http://tonto.eia.doe.gov/kids/energy.cfm?page=electricity_science-basics

Week 3 (January 28)

A whirlwind history of the grid – technology, markets, and regulation

Selected presentations from Individual Assignment 2

Delivery of SGLC’s assignment 1

Class Objectives

The theme of this session is “How did things come to be the way they are?” You will understand:

1. The technological, regulatory and market changes in the industry over time

2. The structure anyone designing the smart grid for sustainable communities must

understand and either work within or around

Agenda

6:40 Announcements

6:45 Module 5: A whirlwind history of the grid – technology, markets and regulation

8:15 Break (including troubleshooting issues with D2L, Google groups and small nearing

communities)

8:25 Module 5: A whirlwind history of the grid – technology, markets and regulation

9:05 Presentations from 3 students on their literature review recommendations from Individual

Assignment 1

9:35 Delivery of small group assignment 1

9:40 Adjourn

Priority Reading for Module 5

Course Text:

Fox-Penner, Chapters 1 & 2

Posted on D2L:

Hammarlund, Oregon’s Role as an Energy Innovator: A Historical Perspective, Oregon’s

Future Journal, 2002

Hammarlund, Electricity, Institutions and Innovation: Oregon’s Role in the Development of

National Electricity Policy (a more developed web edition version of same article) 2002


Dan Ogden, The Development of Federal Policy in the Pacific Northwest, Volumes 1 and 2

(volume 1 was Ogden’s original 1949 PhD dissertation; volume 2 was published in 2012.

Both are self-published available from the author and from Jeff Hammarlund)

Harold L. Platt, The Electric City,

Week 4 (February 4)

Planning for the grid – current processes Wholesale markets and managing variable resources in a

fixed obligation world

http://www.eia.doe.gov/basics/electricity_basics.html

http://tonto.eia.doe.gov/kids/energy.cfm?page=electricity_science-basics

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Visioning community energy sustainability Receive Individual Assignment 3 (tradeoffs among

alternative objectives)

Class Objectives

Modules 7 through 9 complete the foundation information necessary to beginning a design of the

smart grid for sustainable communities. You will understand:

1. The major planning processes used in the industry today and what they do and do not cover

2. The basics of wholesale power markets, which both do and do not relate to the planning

3. How to focus design efforts by adopting a definition of sustainability and then developing

the outcomes by which a community could determine the relationship of its current

sustainability to its desired sustainability

Agenda

6:40 Announcements

6:50 Module 7: Planning for the grid – current processes

7:45 Module 8: Wholesale markets and managing variable resources in a fixed obligation world

8:30 Break

8:40 Continuing Wholesale markets and managing variable resources in a fixed obligation world

8:55 Module 9: Visioning community sustainability with respect to energy

9:30 Delivery of Individual Assignment 3

9:40 Adjourn

Priority Reading

Course text:

Module 7

[to be determined]

Module 8

[to be determined]

Module 9

None

D2L:

Module 7

[to be determined]

Module 8

Balancing and Intraday Market Design: Options for Wind Integration, Climate Policy Initiative, 2011.

Module 9

Hammarlund and Ozowa, City Life (Sustainable Portland), Fast Thinking, (Australia), 2008

Hammarlund and Ozowa, The Sustainability Challenge: The Experience of One American City,

(submitted for publication in a book on the world’s twelve most sustainable cities)

White House Council on Sustainable Development, Sustainable Communities Task Force

Report,(Read Introduction and Appendix A-Definitions and Principles of Sustainable

Communities).

Sustainable Communities (Wikipedia) this article, like many Wikipedia articles on fast moving

topics, is regularly updated and is thus one of the best resources for this topic

Web:

Module 7

[to be determined]

Module 8

http://climatepolicyinitiative.org/wp-content/uploads/2011/12/Intraday-and-Wind-Integration-Paper.pdf

http://clinton2.nara.gov/PCSD/Publications/suscomm/suscoint.html

http://clinton2.nara.gov/PCSD/Publications/suscomm/suscoa.html

http://clinton2.nara.gov/PCSD/Publications/suscomm/suscoa.html

http://en.wikipedia.org/wiki/Sustainable_community

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[to be determined]

Module 9

Schwartz, Net Energy Analysis Should Become a Standard Policy Tool (Stanford University,

2014)


D2L:

Module 7

[to be determined]

Module 8

[to be determined]

Module 9

Ecodistrict, The Ecodistict Protocol Executive Summary

Seltzer et al, Making Ecodistricts: Concepts & Methods for Advancing Sustainability in

Neighborhoods, PSU, 2010

Web:

Module 7

[to be determined]

Module 8

PNUCC Council Report, April 11, 2012 (Oversupply)

https://www.nwcouncil.org/history/ColumbiaRiverTreaty

http://variablegen.org/wp-content/uploads/2012/11/windinmarketstableOct2011.pdf

[to be determined]

Module 9

Sustainable Development (Wikipedia)

Sustainable Energy (Wikipedia)

Northwest Power and Conservation Council, Seventh Power Plan Issue Paper: Methodology

for Determining Quantifiable Environmental Costs and Benefits, September 2014 (Skim to

get a sense of the complexity of the issues when trying to identify costs and benefits of

energy options. Many of the comments to the Council from various stakeholders are also

illuminating.)

Week 5 (February 11)

Putting “smart” within the core grid Putting “smart” at the edge of the grid Class presentations of SGLC Assignment 1 (data analysis) Receive Individual Assignment 3 (tradeoffs among


Class Objectives

These modules introduce the technologies within and at the edge of the grid that are included

within the idea of “smart grid.” You will understand:

1. Which technologies will make the core grid operate better and how we will know that

2. The role of smart metering in system operations and what is necessary for it to serve this

role

3. How customer-sided technological additions and changes are creating the need for smart

grid technology within the grid

Agenda

http://news.stanford.edu/news/2014/june/net-energy-analysis-062414.html

http://www.pnucc.org/sites/default/files/Apr%202012%20Report%20CM_0.pdf

https://www.nwcouncil.org/history/ColumbiaRiverTreaty

http://en.wikipedia.org/wiki/Sustainable_development

http://en.wikipedia.org/wiki/Sustainable_energy

https://www.nwcouncil.org/energy/powerplan/7/environmental-paper

https://www.nwcouncil.org/energy/powerplan/7/environmental-paper

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6:30 Announcements

6:40 Module 10: Putting “smart” within the core grid

8:10 Break

8:25 Module 11: Putting smart at the edge of the grid

9:05 Report out by groups on SGLC assignment 1

9:35 Delivery of SGLC assignment 2

9:40 Adjourn

Priority Reading

Course text:

Module 10

[to be determined]

Module 11

[to be determined]

D2L:

Module 10

[to be determined]

Module 11

[to be determined]

Web:

Module 10

[to be determined]

Module 11

[to be determined]


To be prepared for modules 12 and 13, start reading Smart Grid, Sioshansi – Part III (pp 259-397)


Demand manipulation by technology Demand manipulation by pricing Further discussion of SGLC Assignment 2 Receive Individual Assignment 3 (tradeoffs among


Class Objectives

These two modules address one of the hottest topics within the “smart grid” today: demand

manipulation. The current regulatory compact promises energy end-users “as much as you want,

whenever you want it.” If that remains the promise, then DR is critical to prevent making massive

infrastructure and investment for very short periods of use. You will understand:

The ways in which utilities, consumers and others are using technology to manipulate

demand

A basic overview of the pricing of utility services

The ways in which utilities and others suggest that pricing be used to manipulate demand

proposing

13


Agenda

6:40 Announcements

6:45 Module 12: Demand manipulation by technology

8:10 Break

8:25 Module 12 con’d: Demand manipulation by technology

8:50 Module 13: Demand manipulation by pricing – old and new

9:30 Delivery of individual assignment 3 Receive and discuss Individual Assignment 3 (Trade-Offs

Among Alternative Objectives, due February 18, no in class presentations on this

assignment); further discussion of SGA 2 if needed

9:40 Adjourn

Priority Reading

Course text:

Module 12

Smart Power, Fox Penner – Chapter Four (pp 39-49)

Complete reading Smart Grid, Sioshansi – Part III (pp 259-397)

Module 13

[to be determined]

D2L:

Module 12

[to be determined]

Module 13

[to be determined]

Web:

Module 12

[to be determined]

Module 13

[to be determined]


Module 12

Case Studies & Demand Response & DG Programs

http://www.pnl.gov/main/publications/external/technical_reports/PNNL-18111.pdf

https://www.nvenergy.com/home/saveenergy/rebates/coolshare.cfm

“Reaching for the Sun”, Oregon Business, September 2012, a photo essay on the Oregon

Solar Highway project at the Baldock Safety Rest Area, Oregon’s most visited rest area and

the largest solar highway project in America.

http://orbusiness.journalgraphicsdigital.com/sep12/

“Paving the Solar Highway”, Photon Magazine.

http://www.oregon.gov/ODOT/HWY/OIPP/docs/Solar_PhotonProfile.pdf

“Solar to the Grid”, Transmission & Distribution World; April 2011, Vol. 63, Issue 4, p58,

“Portland General Electric (PGE) Solar Highway Project; Advanced Island Detection and

Control”, Electric Energy T&D Magazine, January-February 2011, Vol. 15, Issue 1, p32,

“A Statistically-Based Method of Control of Distributed Photovoltaics Using Synchrophasors”,

IEEE 2012GM0369, 7/26/12,

“Putting Standby Generators to Work on Grid Support”, Power Engineering; March 2001, Vol.

105 Issue 3, p37

Economic Grid Support Services by Wind and Solar PV, REserviceS, September 2014

Module 13

[to be determined]

http://www.pnl.gov/main/publications/external/technical_reports/PNNL-18111.pdf

https://www.nvenergy.com/home/saveenergy/rebates/coolshare.cfm

http://www.ewea.org/fileadmin/files/library/publications/reports/REserviceS.pdf

14



Interoperability Transformative change – a systems approach

Class Objectives

Module 14

1. Develop a basic understanding for the importance of information technology (IT)

interoperability, standards and open protocols with strict cybersecurity.

2. Understand the history of information technology standards in the electric utility industry

and the state of development today.

3. Gain an understanding of the costs and benefits of non-standardized IT versus standards-

based IT in the smart grid.

Module 15

This session asks the class to consider whether, given the industry’s history and all of the

technology we have discussed, change will be incremental or transformative. You will understand:

1. The systemic factors academics have identified as necessary to transformative change

2. How the absence or presence of these factors have operated in the electricity industry and

other industries to enable or block transformative change

3. Some of the possibilities for transformative change in the community power movement

Agenda

6:30 Announcements

6:40 Module 14: Interoperability (James Mater)

8:10 Break

8:25 Module 15: Transformative change – a systems approach

9:40 Adjourn

Priority Reading

Course text:

Module 14

[to be determined]

Module 15

[to be determined]

D2L:

Module 14

[to be determined]

Module 15

[to be determined]

Web:

Module 14

National Institute of Standards and Technology, Overview of the Smart Grid Interoperability

Standards Project http://www.nist.gov/smartgrid

National Institute of Standards and Technology, Smart Grid: A Beginner’s Guide,

http://www.nist.gov/smartgrid/upload/SmartGrid_guide.pdf

http://www.nist.gov/smartgrid

http://www.nist.gov/smartgrid/upload/SmartGrid_guide.pdf

15


National Institute of Standards and Technology, NIST Framework and Roadmap for Smart

Grid Interoperability Standards, Release 2.0, Chapters 1 and 2,

http://www.nist.gov/smartgrid/upload/NIST_Framework_Release_2-0_corr.pdf

GridWise Architecture Council, GridWise Interoperability Context-Setting Framework. March

2008, Chapters 1-3, http://www.gridwiseac.org/pdfs/interopframework_v1_1.pdf

Module 15

[to be determined]


Module 14

National Institute of Standards and Technology (NIST), Introduction to NISTIR 7628

Guidelines for Smart Grid Cyber Security, chapter 1,

http://www.nist.gov/smartgrid/upload/nistir-7628_total.pdf

Module 15

[to be determined]

Week 8 (March 4)

A moderated panel discussion of stakeholder hopes for and concerns with the “smart grid”

SGLC session with faculty and guest speakers

Report out on SGLC assignment 2

Class Objectives

Module 16

This module is all about perspectives. The outcomes we experience are the result of many

interactions, including the new technology with the “old” technology and people with both sets of

technology and with each other. You will understand:

1. Why different smart grid stakeholders hope for and are concerned about different outcomes

when they consider the smart grid

2. What this might mean for smart grid development in the NW

Agenda

6:30 Announcements

6:40 Module 16: A moderated panel discussion of stakeholder hopes for and concerns with the

smart grid – (speakers being invited)

8:25 Break (chat with guest speakers)

8:40 SGLC sessions with faculty and guest speakers

9:00 Report out on SGLC assignment 2

9:40 Adjourn

Priority Reading

Course text:

Module 16

[to be determined]

D2L:

Module 16

[to be determined]

Web:

http://www.nist.gov/smartgrid/upload/NIST_Framework_Release_2-0_corr.pdf

http://www.gridwiseac.org/pdfs/interopframework_v1_1.pdf

http://www.nist.gov/smartgrid/upload/nistir-7628_total.pdf

16


Module 16

[to be determined]


Module 16

[to be determined]

Week 9 (March 11)

The business model question – what will utilities do and how will they earn income from it?

The role of solar

Report out on SGLC assignment 2

Class Objectives

Module 17

Technological change and the business model offerings of new entrants, along with other changes

in the general business environment, are challenging the traditional utility business model. This

session explores what to do next. You will understand:

1. The nature of the traditional utility business model and why/from what it is under pressure

2. The primary ideas circulating regarding next steps for utilities

3. A framework for thinking about the issue of new business models

Module 18

Solar – whether distributed or central station and regardless of which “type,” is rapidly growing in

adoption and importance. One cannot think about designing the grid without reference to solar

and how it is likely to look in the next 5 – 10 years. After this session, you will understand:

1. [to be determined]

Agenda

6:40 Announcements

6:45 Module 17: The business model question -- what will utilities do and how will they earn

income from it?

8:00 Break

8:15 Module 18: The Role of Solar (Speakers being invited)

9:40 Adjourn

Priority Reading

Course text:

Module 17

Seba: Introduction and chapters 1 – 3

Fox-Penner: Chapters [to be determined]

Module 18

[to be determined]

D2L:

Module 17

[to be determined]

Module 18

[to be determined]

Web:

17


Module 17

[to be determined]

Module 18

[to be determined]


Module 17

[to be determined]

Module 18

[to be determined]

Week 10 (March 18)

Alternate views on our energy/electricity future: Peter Fox-Penner and Tony Seba (invited)

SGLC sessions with faculty and guest speakers

Class Objectives

Utility evolution or disruption and death spiral? This issue will likely take center stage over the

next five years. Through this session with the authors of two of our course textbooks, you will

understand:

1. [to be developed]

Agenda

6:30 Announcements

6:40 Module 19: Alternate Views on Our Energy/Electricity Future: Peter Fox-Penner and Tony

Seba [being invited]

8:10 Break

8:25 Module 19 con’d: Alternate Views on Our Energy/Electricity Future: Peter Fox-Penner and

Tony Seba

9:00 SGLC sessions with faculty and guest speakers

9:40 Adjourn

Priority Reading

Course text:

Seba: [to be determined]

Fox-Penner: Chapters [to be determined]

D2L:

[to be determined]

Web:

[to be determined]


[to be determined]

Alternate Week 10 (March 18) Note: An earlier class session or another will be moved to Spring Term to allow this session to

18


take place on March 18. The faculty is in the process of sorting

this out.

Smart grid jobs and business opportunities Class guidance to faculty on Spring term course

Optional class discussion of final exam questions

Class Objectives

1. [to be determined]

Agenda

6:30 Announcements

6:40 Module 20: Smart Grid Jobs and Business Opportunities (Dr. Robert Topping (invited),

Educational Consultant and Co-Chair, Pacific Northwest Center of Excellence for Clean

Energy Curriculum Committee)

7:40 Class guidance to faculty on content and approach for Spring term

8:10 Complete course evaluations and distribute certificates of completion

8:25 Adjourn

8:40 Optional – class discussion of final exam questions

Priority Reading

Course text:

[to be determined]

D2L:

[to be determined]

Web:

[to be determined]


Module 19

[to be determined]

Other Course Information

Optional Field Trip:

We are anticipating an optional class field trip. Further details will be discussed in class.

Final exam:

The take home final exam will be provided in class on March 11; it will be due just before the

beginning of our final class on March 18. The exam will include essay questions that seek to help

you demonstrated that you have pondered over and integrated many of the key questions that we

have addressed during the Winter term. Hopefully, it will also be a bit fun. Further instructions will

be included with the exam. Unless arrangements have been made with the faulty well in

advance, late assignments and exams will be assessed a late penalty of one grade

increment for every day late. Please plan your schedule accordingly.

Grades are due on March 24, so the faculty will have limited time to read and comment on the final

exam. As a result, it is important that it is posted on time. Please observe posted instructions about

avoiding plagiarism.

19


Attendance and Etiquette: Please email Jeff Hammarlund and Loren Patton in advance if you will

need to miss a class session. Arrange for someone else in class to pick up the class handouts for

the missed session. Please come to class on time and turn off all cell phones.

Grading Criteria

Course evaluations and grades will be based on student performance in four areas: the mid-term

exam will count for 30% of the grade, the final exam will count for 30%, the research paper and

presentation will count for 30%, and class participation, observance of due dates, and attendance

will count for 10%. Please email me in advance if you will need to miss a class session. Arrange

for someone else in class to pick up the class handouts for the missed session.

The following methods of evaluation will determine your course grade:

Assignment Graduate

Credit

Professional Development

Attendance, participation, & observance of

due dates, and completion of Individual

Assignment 2

20% Attendance at most sessions and

completion of Individual

Assignment 2 required to receive

Certificate of Completion

Individual and Small Group Assignments 40% Optional

Take home final exam 40% Optional

Grades will be determined as follows:

A = 93% A- = 90% B+ = 87% B = 83% B- = 80 C+ = 77%

C = 73% C- = 70% D+ = 67% D = 63% D- = 60% F = below 60%

Late Paper and Exam Submission Policy

Unless arrangements have been made with us well in advance, late papers and exams will be

assessed a late penalty of one grade increment for every day late. Please plan your schedule

accordingly.

Desire2Learn (D2L)

We have activated a D2L site for this course. If this is the first time you are using the D2L, please

go to the following site for instructions.

http://www.pdx.edu/psuonline/d2l-tips-and-tools-help-students

To log in, go to the following site: https://d2l.pdx.edu.

http://www.pdx.edu/psuonline/d2l-tips-and-tools-help-students

https://d2l.pdx.edu/

PA 510 The Smart Grid and Sustainable …...and (2) mid-career professionals from the utility,...

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