1. Market Operations Engagement Group EVSE Working Group
August 30, 2016
Presentation material does not represent the views of the Joint Utilities Engagement Group as the group is still in discussion on these topics. Please do not redistribute this deck.

2. Agenda Time Topic 10:00 – 10:15 Introductions & Schedule Review
10:15 – 10:30
Recap of August 16th EVSE Meeting
10:30 – 11:00
Stakeholder Presentation
11:00 – 11:15
Break
11:15– 12:15
JU Presentation on Principles for Utility Involvement
12:15 – 12:45
Discussion
12:45 – 1:00
Summary & Next Steps

3. Engagement Group Ground Rules*
All stakeholder engagement (Advisory Group and Engagement Group) meetings, webinars and information exchange are designed solely to provide an open forum or means for the expression of various points of view in compliance with antitrust laws.
Under no circumstances shall stakeholder engagement activities be used as a means for competing companies to reach any understanding, expressed or implied, which tends to restrict competition, or in any way, to impair the ability of participating members to exercise independent business judgment regarding matters affecting competition or regulatory positions.
Proprietary information shall not be disclosed by any participant during any stakeholder engagement meeting or its subgroups. In addition, no information of a secret or proprietary nature shall be made available to stakeholder engagement members.
All proprietary information which may nonetheless be publicly disclosed by any participant during any stakeholder engagement meeting or its subgroups shall be deemed to have been disclosed on a non-confidential basis, without any restrictions on use by anyone, except that no valid copyright or patent right shall be deemed to have been waived by such disclosure.
AG & EG discussions will be open forums without attribution and no public documents by the AG or EG will be produced unless publication is agreed upon by the group.
*Ground Rules adapted from the JU Advisory Group

4. Market Ops - Near term schedule (subject to revision)
8/1
8/8
8/15
8/22
8/29
9/5
9/12
9/19
9/26
Advisory Group
August 10 NYC
September 6 NYC
Stakeholder Engagement Conferences
August 18 (Webinar) Customer Data, Hosting Capacity, Monitoring & Control
September 15 (Webinar) Cyber Security, DER & Demand Forecasting
September 20 (Webinar)
DER Sourcing,
Granular Pricing
Customer Data
(Tuesday mornings)
DER Sourcing
(Tuesday afternoons)
Granular Pricing
EVSE
August 9
NYC
Additional Data Needs
August 9
NYC
Potential Refinements to NWA Procurement Approach
Sept. 20 (SE Conference)
August 16
NYC
Current State; Opportunities for Utility Collaboration
September 13 Albany
Forecasting Methodologies
August 30
Albany
Principles for Utility Involvement
September 6
(By Phone*)
TBD
*Additional phone sessions will be held as needed

5. Guidance Requirements to Address – Supplemental DSIP
The Supplemental DSIP also presents the opportunity for the utilities to collaborate in the development of initiatives that will have the effect of reducing carbon emissions, including de- carbonizing the transportation system. One such opportunity that should be addressed in the Supplemental DSIP is planning for, and enabling increased deployment of, electric vehicle supply equipment (EVSE). The market growth of plug-in electric vehicles (PEV) will be enhanced by the State’s PEV deployment goals resulting in increasing demand and adoption of PEVs and the corresponding need for EVSE will likewise increase (p. 25)
Coordinated statewide approaches by the utilities will directly contribute to market development and decreases in carbon emissions. In addition to new demand on the system resulting from PEV charging service, issues related to vehicle-grid integration will have direct impact on utility operations and planning. Therefore, it is appropriate for the utilities to include consideration of EVSE deployment as part of the DSIP process. (p. 26)
While PEV and corresponding EVSE market conditions may vary across the state, early planning should identify and address collaborative initiatives that can set the stage for accelerated market growth. The collaborative planning may also be supplemented by individual utility initiatives, consistent with the collaborative planning for the deployment and integration of EVSE in their service territory. (p. 26)
The required engagement plan should also include a description of plans to coordinate and engage with stakeholders including the industry and municipalities in investigating and developing their EVSE deployment approaches or proposals. (p. 26)

6. Market Operations Engagement Group Charter
Purpose: Explore the Joint Utilities' approaches for facilitating market mechanisms that effectively support and encourage the adoption of Distributed Energy Resources while meeting customers’ needs and complying with the DSIP Guidance Order.
Topic & Scope: Electric Vehicle Supply Equipment (EVSE)
EVSE
Describe and discuss current or planned areas of JU collaboration on EVSE issues:
REV and other demonstration projects
Customer outreach and education efforts
Involvement or coordination with EV-related state and local partnerships, programs and initiatives
Discuss the opportunity for the JUs to contribute to a coordinated collaborative effort around the broader EV market issues in New York
Discuss various forecasting methodology and tools related to EV adoption, and explore JU input into a shared view for New York State, considering transportation sector impacts as well as state and federal requirements
Discuss potential principles for utility facilitation of EV infrastructure

7. Recap of 8/16 EVSE Stakeholder Session

8. Background & Purpose
The Joint Utilities (JU) convened a meeting with stakeholders on the topic of EVSE August 16, 2016 at ConEd’s NYC offices
The theme of the discussion was Current State and Opportunities for Joint Utility Collaboration
This document is intended to capture the main discussion points and serve as a basis for discussion. It is not intended to serve as meeting minutes
The JU would like stakeholder review and feedback on these observations, with the objective of clarifying any points or identifying anything that may have been missed.

9. EVSE – Key Takeaways from 8/16 Session
EVSE Stakeholder Engagement Group Purpose and Focus
Stakeholders commented that the EVSE Charter is aligned with and appropriately focused on the benefits of JU coordination and collaboration across the JU as well as with Stakeholders.
Stakeholders believe the JU have an opportunity to guide and shape the EV-related regulatory landscape on EVs through discussions under the topics in the Charter
The specifics of program design, rate design, BCA, incentives, etc. should and will be dealt with by the utilities and other stakeholders in other forums and proceedings as appropriate
The JU agree with Stakeholders on this approach for the SEG and the topics under the Charter

10. EVSE – Key Takeaways from 8/16 Session
Key Market Conditions & Opportunities
Stakeholders inquired about the progress that has been made toward the ChargeNY program's goal of 3,000 EVs by 2018
Adam Ruder of NYSERDA noted that New York is roughly halfway toward achieving this goal, which can only be realized with contributions from other investors (in addition to NYSERDA)
Stakeholders offered an informative case study from Amsterdam, in which incentives were initially needed to facilitate installation of EV charging stations but with successful adoption of more EVs, vendors in Amsterdam today pay the city for the right to install EV chargers.
Stakeholders inquired if the utilities use specific payback periods when evaluating the expected internal Return on Investment associated with a potential EVSE project. Stakeholders' perception was that early investments in EV-related demonstration projects were not governed by payback period expectations or hurdles.
The JU commented that no specific payback period is currently in place for early EV demonstration projects, and that any future payback period requirement would be subject to the anticipated benefits of the project as well as further research
Stakeholders suggested the JU collaborate and work with stakeholders to support solicitation of EV funding opportunities from the federal government, DoE loan programs, and the Volkswagen EPA settlement

11. EVSE – Key Takeaways from 8/16 Session
Stakeholder Collaboration & Customer Communication, Engagement & Education
Stakeholders commented that it is critical that the JU collaborate not only among the JU, but with a broad base of Stakeholders since many aspects of the EV industry are outside the realm of traditional utility business and operations. Thus, continued engagement with industry stakeholders, automakers, EV dealerships, EV infrastructure providers, EV driver groups, government and other utilities is imperative.
The JU agree that collaboration within the JU as well as with other stakeholders across multiple platforms is highly valuable
Stakeholders suggested the creation of a separate regulatory docket/matter number under REV to track all EV-related proceedings and developments
Stakeholders identified several JU engagement opportunities:
Disseminate information on the benefits of EVs and TOU rates to their customers via bills, etc.
Engage with EV driving groups and other communities to understand their interests and feedback on the need for EVSE plans
Plan an EV awareness event
Support the development of EVSE interoperability specifications and standards for EV charging spaces
Support a centralized mechanism or platform for communicating the status of utility EV initiatives and demo projects (e.g. REV Connect). The platform could also be a medium for stakeholders to present ideas, feedback and proposals.

12. EVSE – Key Takeaways from 8/16 Session
Utility Planning
Stakeholders identified NYSERDA's Evaluate NY tool as a potentially valuable input for utility EV planning.
The tool provides information about EVs including registration data, number of charging stations and customer demographics, by service territory.
Central Hudson used this tool to forecast EV adoption rates in their initial DSIP filing
Stakeholders suggested the JU incorporate national examples such as FAST Act (Designation of corridor program) and the White House Principles on EV Infrastructure Deployment into their planning practices.
Stakeholders pointed out the importance of auto dealers’ role in advancing EV adoption in NY through promotion and utility notification (e.g. rebate program registration), and noted that dealers are not always well-informed about EVs
Stakeholders commented that the planned NY EV vehicle rebate program would incorporate a process to share vehicle registration details with utilities for planning purposes
Stakeholders observed that EV battery sizes and EV driving ranges are rapidly increasing, and that the utilities should investigate how fast DC charging can improve EV scalability, reliability and infrastructure planning to reduce EV driver “range anxiety” and encourage adoption of EVs as a reliable “single car”
Stakeholders expressed interest in learning how the utilities were considering aggregating EVs and using them to provide grid services, similar to other DERs.
The JU commented that aggregation and utilization as suggested has been discussed at a conceptual level, but is well beyond the scope of current planning efforts and considerations.

13. EVSE – Key Takeaways from 8/16 Session
Demonstration Projects
Stakeholders noted that rapid technological advances and the considerable variety of EVs on the market today require the utilities to begin planning immediately for EVSE issues. Stakeholders commented that practical demonstration projects will likely form the basis of JU planning around EVSE issues.
The JU acknowledged the difficulty of anticipating policy and technology change in the EV sector. The JU commented that they have several projects underway and planned for 2017, and welcome ideas for additional projects
Stakeholders suggested the JU specifically use demo projects to target high-density apartment dwellings

14. Stakeholder Presentation

15. Break

16. Joint Utilities Presentation Principles for Utility Involvement

17. The White House: Guiding Principles to Promote Electric Vehicles and Charging Infrastructure
Building on existing partnerships among federal government, states and communities, electric vehicle and charging infrastructure manufacturers and retailers, electric utilities, national laboratories, universities, and nongovernmental organizations, we endorse the following guiding principles to enhance electric vehicle use and create a national, household, workplace, and urban charging infrastructure that is available to all Americans:
Drive the market transformation to electric vehicles by making it easy for consumers to charge their vehicles with grid- connected infrastructure that is accessible, affordable, available and reliable, and interconnected with other low-carbon transportation options where feasible.
Promote electric vehicle adoption by increasing access to charging infrastructure and supporting the development of plug-in electric vehicles that are as accessible, available, and convenient as gasoline-powered vehicles.
Promote a robust market for vehicle manufacturers, utilities, equipment service providers, and support industries that ensures a consistent user experience, customer choice, and allows for a streamlined permitting process.
Enhance American manufacturing competitiveness, innovation, and the development of advanced technology. 
Attract and leverage private, State, and Federal investment in electric vehicle deployment, infrastructure, research and development, and education and outreach.
Enable smart charging and vehicle grid integration through solutions such as demand response, and other energy storage and load management strategies.
Source:

18. Stakeholder Suggested Principles
June 17 Stakeholder letter(1) to PSC
Urged the Commission to expressly require utilities to submit EV projects and/or EV investment plans with the goal of accelerating build-out of EV charging infrastructure in their respective service territories and clarify its expectation that utilities will in fact submit EV infrastructure demonstration projects.
Recommended that the Commission establish a new matter number within REV to ensure utility proposals are reviewed and evaluated in a manner that will promote the Commission’s envisioned coordinated statewide approach
Recommended adding EV-specific criteria to the existing REV demonstration project criteria to ensure that EV charging infrastructure development maximizes economic and environmental benefits for the broadest array of New Yorkers:
Price signals and load management practices
Equitable deployment of services
Fostering a competitive market for EVSE
Increase EV charging in multi-family dwellings, workplaces and public “fast charge” locations
(1) Sierra Club, NRDC, Pace Energy & Climate Center, Environmental Advocates of New York, NY League of Conservation Voters, Westchester County Board of Legislators, Acadia Center

19. Proposed Principles for Utility Involvement
The JU will commit to collaboration between the utilities to develop a consistent EV Readiness Framework that is aligned with and responsive to New York State initiatives for advancing the adoption of Electric Vehicles
The development of this Framework will be directed and guided by Federal, State and PSC policies for advancing the adoption of EVs (e.g. State Energy Plan goals and requirements under the Clean Air Act §177 Zero-Emission Vehicle Program)
The JU EV Readiness Framework may include the following objectives:
Create a positive customer experience beginning with education and outreach
Identify and develop communication channels for outreach through utility programs as well as through collaboration with stakeholders
Address infrastructure planning considerations including:
Technology
Local ordinances
Building codes
EV Charging station design guidelines
Interoperability standards
Deployment timing and dependencies
Develop EV-related offerings and BCA methodology
Develop processes and procedures to support planning for, as well as efficient and timely installation of, EV charging systems

20. Proposed Principles for Utility Involvement
The JU EV Readiness Framework will incorporate and leverage utility core business strengths, such as:
Anticipating load growth and timing, determining technical specifications and interoperability standards for EVSE infrastructure hardware and software
Using customer communication channels to share information about electric transportation options and charging options and promote billing functions that support EV “roaming” and driver transaction convenience
Identifying local ordinance and code requirements
Identifying and developing EV demonstration projects
Identifying and planning for stakeholder engagement
The JU and each utility is one of many stakeholders that must collaborate to support the achievement of State/regional EV market objectives. The JU will participate in local, regional and state-wide EV market development activities.

21. Proposed Principles for Utility Involvement
The JU can support NY State’s GHG, ZEV, and air quality, and other energy policy goals by facilitating EV infrastructure deployment approaches that:
Support New York State’s ZEV goal of increasing EV adoption by 40 times by 2025
Maximize long-term net benefits to utility customers by enabling the improved asset utilization that EVs offer, while mitigating incremental peak load impacts and supporting local, state and federal energy policy goals
At current levels of EV adoption, revenues collected from charging services may not provide a return of capital or a return on capital. Under REV, the JU will advance EVSE objectives through the identification and potential implementation of EV demonstration projects

22. Proposed Principles for Utility Involvement
The existing REV demonstration framework enables New York utilities to propose new utility-facilitated approaches to increasing EV adoption and EVSE deployment
REV demonstration projects may propose ways in which private investment can participate in EV deployment and leverage near-term utility ratepayer investment
Demonstration projects may be used to develop and test pricing mechanisms, load management practices and customer experience
Demonstration projects should be used to develop and test business models that may ultimately foster a competitive market for EVSE investment
Utilities should be permitted to test and develop different deployment approaches that consider the unique characteristics of their service territories, and will collaborate and work to identify any best practices that can be adopted across the JUs (where appropriate)

23. Q&A - Discussion

24. Summary and Next Steps

25. Thank you for joining us!
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26. Appendix

27. Engagement Process Overview
Stakeholder Engagement Schedule
Jan 2016
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2017
DSIP Final Guidance
Initial DSIP Filings
Supplemental DSIP Filing
Advisory Group Mtgs
Initial DSIP
Stakeholder Engagement*
Supplemental DSIP
Engagement Groups
Distribution Planning**
Grid Operations
Market Operations
Stakeholder
Conferences***
*Initial DSIP engagements dates based on individual JU workshop schedule during this period. **ITWG beginning in March, EG begins in May.
*** Stakeholder engagement conferences to engage a wider set of participants to inform technical discussions and share Engagement Group results, as needed and in consultation with the Advisory Group
Source: Updated plan for stakeholder engagement process as reflected in May 5th DSIP filing

28. Market Operations Engagement Group Charter
Purpose: Explore the Joint Utilities' approaches for facilitating market mechanisms that effectively support and encourage the adoption of Distributed Energy Resources while meeting customers’ needs and complying with the DSIP Guidance Order.
Topics and Scope: Customer Data, Electric Vehicle Support Equipment (EVSE)
Customer Data
EVSE
Collection Frequency, Reporting Frequency and Availability of Usage Data
Discuss how often usage data might be collected by the utility, and how often it would be made available to customers/authorized agents, and at what quality level
Discuss customer data platform-related sensitivities (e.g. AMI versus non-AMI systems)
Aggregation of Usage Data
Discuss standardized aggregated data offerings (e.g. rate class, kW, kWh, circuit, tax district, zip code)
Discuss utility sided aggregated data system automation efforts and reporting methods
Discuss standards for anonymizing aggregated data to protect individual customer privacy (e.g. 15/15 rule)
Additional Data Needs
Explore and identify additional useful customer information beyond usage data
The Commission-approved Track 2 Order defined Basic Data as "the usage for each applicable rate element, including usage bands specified in the applicable tariff. This is the level of data necessary to render, reconstruct and understand the customer's bill"
Note: pricing for basic and Value-Added data is a Track 2 matter
Describe and discuss current or planned areas of JU collaboration on EVSE issues:
REV and other demonstration projects
Customer outreach and education efforts
Involvement or coordination with EV-related state and local partnerships, programs and initiatives
Discuss the opportunity for the JUs to contribute to a coordinated collaborative effort around the broader EV market issues in New York
Discuss various forecasting methodology and tools related to EV adoption, and explore JU input into a shared view for New York State, considering transportation sector impacts as well as state and federal requirements
Discuss potential principles for utility facilitation of EV infrastructure

29. Market Operations Advisory Group Topics
Purpose: Explore the Joint Utilities' approaches for facilitating market mechanisms that effectively support and encourage the adoption of Distributed Energy Resources while meeting customers’ needs and complying with the DSIP Guidance Order.
Topic & Scope: Granular Pricing, Distributed Energy Resources (DER) Sourcing
Granular Pricing
DER Sourcing
Discuss NYISO initiative for revealing subzonal LMPs
Background
Explore stakeholder's views on:
What locational naming convention might be provided to easily identify the price point?
Ways to make pricing data accessible and available
Discuss price variability expectations
Explore and discuss timing of current initiative and criteria and considerations for moving forward
Describe and discuss the existing approaches the Joint Utilities may use to support adoption of DER
Pricing approaches, such as Net Energy Metering and Time of Use pricing
Program approaches, such as distribution-level Demand Response tariffs and Energy Efficiency Transition Implementation Plans
Procurement approaches using structured solicitations
Discuss potential refinement of the Procurement approaches to improve efficiency and effectiveness and the potential for common implementation by the Joint Utilities
Describe and discuss dependencies with other REV and REV-related proceedings

30. Market Operations Topic Descriptions
Customer Data: may identify the person, entity or location to which it applies. Customer information may include usage data, account/profile data, end-use and other qualitative data, and results from customer specific analyses. Customer usage data is a subset of customer information and contains a customer's usage or production of energy. This usage data can be aggregated by various groupings for use by authorized third parties, or used for the benefit of public needs.
DER Sourcing: market actions taken by the utility to increase the amount of installed DER on its system. This may be done to address specific system deficiencies (i.e. Non-Wires Alternatives), and/or to secure the environmental or other attributes of DERs. The chief mechanisms for DER Sourcing are Pricing (e.g. Net Energy Metering tariffs, TOU pricing), Programs (e.g. distribution-level Demand Response tariffs) and Procurement (e.g. bilateral contracts, RFPs/RFIs/RFOs).
Granular Pricing: the distribution-level marginal prices that reflect the value of a specific DER, or portfolio of DERs, to the distribution system at a given location and point in time. Granular prices will likely be unbundled, i.e. there will be separate prices for energy, capacity, reliability and other services offered by DERs. Utilities will work with NYSIO to develop a methodology for revealing subzonal wholesale LMPS, on either an hourly or sub-hourly basis. Note: this definition is pending the outcomes of Case 15-E-0751, "Value of D" Proceeding.
Electric Vehicle Supply Equipment (EVSE): planning for and developing an engagement plan for the increased deployment of EVSE on utilities’ distribution system which supports the State’s deployment and market growth goals for plug-in electric vehicles (PEVs) with the intent of reduced carbon emissions. Planning for deployment of EVSE is responsive to expected growth in PEVs as well as represents an opportunity to address the distribution planning and operational issues of vehicle-grid integration. Early planning should identify and address collaborative initiatives that set the stage for accelerated market growth of PEVs.