OMS DER Workshop: Retail Meets Wholesale

August 1, 2017 @ 8:00 am – 4:30 pm
Rm 1106/Auditorium of the
Mechanical Engineering Building
1513 University Ave, Madison, WI 53706
Registration for this program is complete; we are no longer accepting new registrations.
Colleen Dougherty/OMS

 Thank you for your interest in this program.

Registration for this program is complete;

we are no longer accepting new registrations.




The Organization of MISO States (OMS) is leading the discussion of Distributed Energy Resources (DER) within the MISO footprint. The amount of distributed resources is increasing for a wide variety of reasons and has the potential to impact state-jurisdictional utilities and the MISO transmission system and wholesale markets. State regulators are uniquely situated to facilitate the exchange of information between MISO, the utilities, and the broader stakeholder community to develop policy on this issue. The workshop is intended to gather information, share ideas, and ensure any changes occur in an efficient and reliable manner.

Please join the discussion with regulators, RTOs, technology experts, academics, and industry thought leaders.
Additional information on this OMS-led initiative can be found here.



Please join us for a Welcome Reception
Mon. July 31, 2017, 5:30-7:00pm, in the Atrium of the Wisconsin Energy Institute.
This reception is open to all who register for this program.
Look for the invitation during the program registration process and indicate whether you will attend.



A note about transportation: UW-Madison is a very busy place in the summer. In particular,
thousands of incoming freshman, transfer students and foreign professional students visit
to tour campus. As a result, parking is at a premium; indeed, it is very likely that there
will be no parking available in the UW ramps/lots near the Mechanical Engineering building.

If you are staying in a hotel, we recommend that you use the hotel’s shuttle service or call
a cab/Uber. There is also the Madison Metro bus system which your hotel should be able to help you navigate.

If you are considering driving from home/office to campus, we suggest that you park away from campus
and plan to take a cab/Uber, a Madison Metro bus or even bike!



Wisconsin Energy Institute

Wisconsin Energy Institute

 Monday July 31

5:30 – 7:00pm

Welcome Reception hosted by OMS in the Atrium of the WEI building

  1552 University Ave | Appetizers will be served | All registrants are welcome!





Mechanical Engineering from University Ave.

Mechanical Engineering from University Ave.

Draft Agenda

Tuesday August 1

8:00am 4:30pm

0.6 CEUs

Mechanical Engineering Building, Rm 1106/Auditorium
1513 University Ave., Madison WI


8:00 – 8:30                 Welcome Coffee and registration

Mechanical Engineering south entrance

Mechanical Engineering south entrance

8:30 – 9:00                 Welcome and Keynote

  • Welcome to Wisconsin: Comm. Mike Huebsch (WI)
  • OMS Welcome: Chair Daniel Hall (MO)
  • Morning Keynote: Lauren Azar – How States Take the Lead

Technological advances and customer preferences are increasing the use of distributed energy resources. DER is most often connected to the distribution system but, in greater numbers, can impact regional transmission planning, operations and markets. This workshop will explore the issues, concerns, and opportunities of DER at the intersection of state-jurisdictionally-connected resources that must be accounted for by federally-regulated RTOs.

9:00 – 10:15               Panel 1: RTO Perspectives

Moderator: Chair Daniel Hall (MO)

  • Todd Ramey, VP of System Operations – MISO
  • Cheryl Mele, COO – ERCOT
  • Andrew Levitt, Senior Market Strategist – PJM
  • Jeff Billinton, Manager of Transmission Planning – CAISO

RTOs have broad responsibility in the areas of reliability, transmission planning, and ensuring efficient wholesale markets. The type and location of distributed resources can impact all of these areas, but are squarely within the purview of state regulators and local utilities. Proper planning at both the distribution and transmission-level will require appropriate sharing of information between the two. This panel will address the policies and structures that will be needed to accommodate greater amounts of local DER at the regional level while respecting the jurisdictional boundaries of all entities involved.

10:15 – 10:30             Break

10:30 – 11:45       Panel 2: Utility Perspectives

Moderator: Comm. Mike Huebsch (WI)

  • Chris Foley, Director of Energy Policy – ComEd
  • Joe McGovern, Director of Electrical Engineering – Alliant
  • Andrew Owens, Director of Regulatory Research – Entergy
  • Tim Noeldner, Vice President, Rates and Special Projects – WPPI

Increasing of smaller, distributed resources on local distributions systems is changing the way utilities plan for the future. Regardless of whether the change is occurring for regulatory compliance or the need to maintain reliable operations, utilities are adapting in a multitude of ways to the changing landscape. This panel will investigate the approach that each of these utilities is taking to adapt and how they are working with their regulator and RTO to reliably and efficiently integrate these resources at the regional level.

11:45 – 12:30pm          Lunch in the Atrium

12:30 – 1:00                  Afternoon Keynote, Speaker: Tony Clark, Wilkinson, Barker, Knauer

1:00 – 2:00                    Panel 3: Tech Talk

Moderator:  Comm. Matt Schuerger (MN)

  • Bob Lasseter, Emeritus Professor, College of Engineering – UW-Madison
  • Aaron Berndt, Business Development – Nest Labs
  • Jacquie DeRosa, VP of Emerging Technology – CES
  • Troy Miller, Director, Grid Solutions – S&C Electric

Rapid advancements in performance, communications, and declining costs have combined to make distributed resources more efficient, reliable, and cost effective. Although adoption rates vary, if these trends continue, what impacts and opportunities can be expected in the future? This panel investigates a wide variety of technologies and the factors that impact their deployment and performance on both the distribution and bulk electric system levels.

2:00 – 3:00                 Panel 4: Customer Perspectives

Moderator:  Comm. Nick Wagner (IA)

  • Tyler Huebner, Executive Director – Renew Wisconsin
  • Greg Geller, Director of Regulatory Affairs – EnerNOC
  • Amy Heart, Director of Public Policy – SunRun
  • Jeff Rich, Executive Director, GL Envision – Gundersen Health System

Independent actions and the expectations of customers are increasingly shaping the utility business model. In most instances, a utility’s rate structure or other Commission policies can have a large impact. More than ever, utilities are working together with their customers to create and implement new approaches. This panel will examine the impacts of retail and wholesale policies on customer decisions that impact the deployment of DER.

3:00 – 3:15                 Break

3:15 – 4:30                 Panel 5: Policy Perspectives

Moderator: Chair Ted Thomas (AR)

  • Suedeen Kelly, Partner – Jenner & Block LLP
  • Sally Talberg, Chairman – Michigan PSC
  • Mike Bull, Director of Policy – CEE

Greater implementation of DER and the impact on the utility business model is forcing an examination of existing state and federal policies. The overlapping jurisdictional framework between states — retail rate structures, PURPA avoided cost determinations, and resource adequacy — and federal entities — regional transmission planning and operations and wholesale markets — complicates this process. This panel will investigate how to establish appropriate policies to govern the reliable and efficient integration of DERs within this jurisdictional framework.

4:30                             Adjourn


Included in your registration fee:  the Monday 7/31/17 evening reception, breaks and lunch during the program, and access to materials electronically.

To confirm whether your organization is a member of WPUI, please see our membership page.

Current Registrants 


This workshop is a program of the Organization of MISO States.
It is co-hosted by the Wisconsin Public Utility Institute (WPUI) and the Wisconsin Energy Institute (WEI).
WPUI and WEI are not responsible for the content of this program.


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