Inter-Staff Collaboration Summit Pacific Coast (and NV) Inter-Staff Collaboration Summit  May 24-25, 2017 www.morethansmart.org/engage/pcs We believe this mission is not achieved overnight, but gradually through thoughtful integration of DER into grid planning and operations. In our view DER are not something IOUs accommodate, they are something utilities rely on. This view requires utilities to think differently about how they plan and operate their systems and DER providers to think differently about what the resource they’re providing. Our Walk-jog-run framework, developed by utility and DER stakeholders collaboratively in More Than Smart led working groups, emobodies this idea: a gradual transition wherein DER deployent is complemented by complementary advancements to the grid, allowing for the maximum value of both DER and the Grid to benefit of the public. We believe this transition is often well served through stakeholder engagement processes that allow for greater understanding, and less animosity, b/w utilities, DER providers, and policy makers. Tony will briefly describe some of our experience with this approach and then walk you through today’s agenda.

Who is MTS? We believe this mission is not achieved overnight, but gradually through thoughtful integration of DER into grid planning and operations. In our view DER are not something IOUs accommodate, they are something utilities rely on. This view requires utilities to think differently about how they plan and operate their systems and DER providers to think differently about what the resource they’re providing. Our Walk-jog-run framework, developed by utility and DER stakeholders collaboratively in More Than Smart led working groups, emobodies this idea: a gradual transition wherein DER deployent is complemented by complementary advancements to the grid, allowing for the maximum value of both DER and the Grid to benefit of the public. We believe this transition is often well served through stakeholder engagement processes that allow for greater understanding, and less animosity, b/w utilities, DER providers, and policy makers. Tony will briefly describe some of our experience with this approach and then walk you through today’s agenda.

MTS Mission To support policy-makers and stakeholders pursuing cleaner, more reliable, and more affordable electricity service through the integration of distributed energy resources into electricity grids. A 501 (c)(3) non profit organization We believe this mission is not achieved overnight, but gradually through thoughtful integration of DER into grid planning and operations. In our view DER are not something IOUs accommodate, they are something utilities rely on. This view requires utilities to think differently about how they plan and operate their systems and DER providers to think differently about what the resource they’re providing. Our Walk-jog-run framework, developed by utility and DER stakeholders collaboratively in More Than Smart led working groups, emobodies this idea: a gradual transition wherein DER deployent is complemented by complementary advancements to the grid, allowing for the maximum value of both DER and the Grid to benefit of the public. We believe this transition is often well served through stakeholder engagement processes that allow for greater understanding, and less animosity, b/w utilities, DER providers, and policy makers. Tony will briefly describe some of our experience with this approach and then walk you through today’s agenda.

The Walk-Jog-Run Framework We believe this mission is not achieved overnight, but gradually through thoughtful integration of DER into grid planning and operations. In our view DER are not something IOUs accommodate, they are something utilities rely on. This view requires utilities to think differently about how they plan and operate their systems and DER providers to think differently about what the resource they’re providing. Our Walk-jog-run framework, developed by utility and DER stakeholders collaboratively in More Than Smart led working groups, emobodies this idea: a gradual transition wherein DER deployent is complemented by complementary advancements to the grid, allowing for the maximum value of both DER and the Grid to benefit of the public. We believe this transition is often well served through stakeholder engagement processes that allow for greater understanding, and less animosity, b/w utilities, DER providers, and policy makers. Tony will briefly describe some of our experience with this approach and then walk you through today’s agenda.

Engaging Nationwide California: Led stakeholders in producing foundational guidance documents used by the California Public Utilities Commission (CPUC) in directing the modernization of utility grids, including increased reliance on DER (Distribution Resource Plan); Facilitated two working groups for the CPUC developing first of their kind tools to optimize the placement and valuation of DER (Integrated Capacity Analysis and Locational Net Benefit Analysis); Guided the development of ground-breaking framework for technology neutral competitive DER solicitations targeted to meet the needs of distribution grids (Integrated DER); Facilitated a working group on operational challenges at the Transmission-Distribution Interface as DER penetration in California increases. Federal: MTS is a collaborator on the Distribution System Platform of the Future (DSPx) project led by DOE working to develop a platform that enables multiple markets and operational transactions on any future electricity distribution system. New York: MTS assisted in the development of their Distribution Service Implementation Plans that uses the Walk/Jog/Run, underpinning the landmark New York Renewable Energy Vision. In addition, MTS supported New York’s market design and platform working group; Hawaii: MTS is working with the University of Hawaii and the Hawaii PUC to support Commissioner roadmapping and the development of new markets for grid services ; and Minnesota: is following the MTS Walk/Jog/Run framework with collaborators.  And grid planning?

Schedule DAY 1 DAY 2 10-11:15 State Overviews 11:30-12:30 Industry Trends Overview and US DOE DSPx Project Overview 1:30-2:30 Grid Planning in California 2:30-5:00 EV and Battery Storage Panels 5:00-5:30 Wrap up 5:30-7:00 Reception at Jacknife Bar DAY 2 9:00 Start and Review 9:30-12:15 carbon pricing, IRP and EE roundtables 1:15-2:00 Discuss synergies for regional cooperation 2:00-2:45 Stakeholder Engagement opportunities 3:00-4:00 ID next steps and close of Summit