1. Load Shift Working Group
November 14, 2018
10AM – 4:30PM PST
CPUC Goldengate room

2. https://gridworks.org/initiatives/load-shift-working-group/
Agenda
10:00AM-10:30AM: Intros, Updates, and Purpose 
Reg Updates
Energy Division remarks on what happens after the report is finalized
MIDAS call recap
Proposal updates: anything that changed since last meeting
 10:30AM-11:00AM: Summary of comments received on outline
Discussion
 11:00AM-12:30PM: Exercise Comparing Products
Dispatch method (CAISO market dispatch <--> out of market dispatch)
Settlement level (aggregation <--> device)
Dispatch geographic granularity (DLAP/zone <--> circuit)
Dispatch time granularity (hourly <--> seconds)

3. https://gridworks.org/initiatives/load-shift-working-group/
Agenda
12:30PM-1:30PM: Lunch
 1:30PM-3:00PM: Exercise Continued
Role of IOU (large <--> small)
Role of aggregator (large <--> small)
Role of customer (large <--> small) 
3:00PM-3:15PM: Break
 3:15PM-3:45PM: Exercise Continued
Launch viability (hard <--> hardest)
 3:45PM-4:30PM: Putting the Pieces Together
Discuss cross-cutting insights

4. Introduction and Purpose
Roll call
DR Regulatory Updates

5. https://gridworks.org/initiatives/load-shift-working-group/
ED Remarks D
Goal for demand response programs:
Commission-regulated demand response programs shall assist the State in meeting its environmental objectives, cost‑effectively meet the needs of the grid, and enable customers to meet their energy needs at a reduced cost.
Principals for demand response programs:
Demand response shall be flexible and reliable to support renewable integration and emission reductions;
Demand response shall evolve to complement the continuous changing needs of the grid;
Demand response customers shall have the right to provide demand response through a service provider of their choice and Utilities shall support their choice by eliminating barriers to data access;
Demand response shall be implemented in coordination with rate design;
Demand response processes shall be transparent; and
Demand response shall be market‑driven leading to a competitive, technology‑neutral, open‑market in California with a preference for services provided by third‑parties through performance‑based contracts at competitively determined prices, and dispatched pursuant to wholesale or distribution market instructions, superseded only for emergency grid conditions.

6. https://gridworks.org/initiatives/load-shift-working-group/
ED Remarks D
Commission must undertake several activities before launching new models of demand response.
Final report may inform a future rulemaking on new models of demand response.
Developing a proposal for a foundation that the Commission can use to inform the rulemaking to adopt policies and designs for new models of demand response.
The final report may be used to inform a new rulemaking to develop a foundation for new models of demand response.

7. https://gridworks.org/initiatives/load-shift-working-group/
MIDAS Call Recap
Webinar was held on 11.7
Agenda included:
What would a pilot look like?
Who should bear the risk in such a pilot?
How could MIDAS interact with a Distribution System Operator (DSO)?
Are there any distribution level considerations for the MIDAS group?
How can avoided capacity payments be rolled into these products (estimating the capacity value of market informed products)?

8. https://gridworks.org/initiatives/load-shift-working-group/
Proposal Updates
Product comparison matrix has been updated (11.6)
Has anything that changed since last meeting?

9. https://gridworks.org/initiatives/load-shift-working-group/
Report Outline
Comments received from:
CAISO
CLECA
CPower
Peter Alstone (Schatz/LBNL)
PG&E
Public Advocates Office
SCE
Organizational comments
Put “why load shift” section ahead of “introduction”
Suggest including most of “why shift load” section as an appendix

10. Report Outline – Comments
Differences of perspective on RA section:
Current RA framework already reflects value of raising minimum load (albeit indirectly)
Curtailment works, too.
Gridworks Draft Recommendations:
Long-term commitment to Load Shift may be premature
Consider more detailed procedural recommendations (e.g., how to invite pilot proposals, give further consideration to demand charges)
Suggested additions:
More complete data access section
Load Shift relative to rates, EIM, XSP, DERMs
Consideration of whether pilots are scalable
GHG impact data form Shatz/LBNL
Consideration of how exporting resources create unique value and performance evaluation dynamics
Acknowledge potential costs and need for consideration of cost-effectiveness
Highlight differences between PDR-LSR and LSR 2.0

11. Report Outline – Requests for Clarifications
SCE to CLECA: clarify what customer receives/pays when real time prices swing
SCE to CLECA: DA clearing price, not forecast, right? What notification time needed to make this possible… 2pm or 4pm?
CLECA on CCP: Suggest 3-4pm, “This would allow 2 hours after CAISO’s IFM, but early enough so customers can plan on changes for the next day.”
PG&E on LSR 2.0: bidding at positive prices allowed under proposal, correct?
CAISO on LSR 2.0: clarify existing performance evaluation methodologies are for curtailment only.
CPower on LSR 2.0: Yes, but they are being used for consumption in XSP and seem to be working.
CAISO on MIDAS: need a suggested performance evaluation methodology before asserting market revenues
CAISO on Sunrun Integrated: clarify the difference b/w this proposal and LSR whether it’s supply-side bid (PDR) or load bid.
CLECA on CCP: underlying ratemaking has complexities not captured in the summary and needing further review

12. https://gridworks.org/initiatives/load-shift-working-group/
Product Comparison

13. Objectives & Assumptions
Draw out key similarities and differences between products
Show the diversity of products and how they complement other programs/initiatives
Enable the Commission to weigh relative strengths of the products
Postpone premature determinations on 'good' or 'bad' in favor of relative advantages
Begin evaluating the viability of products
Gridworks assumptions:
Proposals lie on a spectrum
Deciding between them isn't required at this time
Funding determinations will require more detail but we have enough info to  decide whether to take the appropriate next steps
A portfolio of approaches hedges risk

14. https://gridworks.org/initiatives/load-shift-working-group/
Key Questions
Where do the proposals sit on the spectrum?
Why is this a key criteria? What’s important about it?
Does a product’s capabilities relative to this criterion impact its ability to meet certain grid needs? If so, which ones?
Are there barriers associated with this criterion that need to be reported?

15. https://gridworks.org/initiatives/load-shift-working-group/
Evaluation Criteria
Dispatch method (CAISO market dispatch <--> out of market dispatch)
Settlement level (aggregation <--> device)
Dispatch geo-granularity (zone <--> circuit)
Dispatch time granularity (hourly <--> seconds)
Role of IOU (large <--> small)
Role of aggregator (large <--> small)
Role of customer (large <--> small) 
Launch viability (hard <--> hardest)

16. https://gridworks.org/initiatives/load-shift-working-group/
Comparing Products
Evaluation Criteria:
Dispatch method (CAISO market dispatch <--> out of market dispatch)
Settlement level (aggregation <--> device)
Dispatch geo-granularity (zone <--> circuit)
Dispatch time granularity (hourly <--> seconds)
Role of IOU (large <--> small)
Role of aggregator (large <--> small)
Role of customer (large <--> small) 
Launch viability (hard <--> hardest)
Key Questions:
Where do the proposals sit on the spectrum?
Why is this a key criteria? What’s important about it?
Does a product’s capabilities relative to this criterion impact its ability to meet certain grid needs? If so, which ones?
Are there barriers associated with this criterion that need to be reported?

17. Cross-cutting Considerations
What does the whole analysis say about the relative merits of product proposals?
What does this evaluation tell us about the main recommendations the group would make to the Commission?
Are there examples where these proposal are already implemented?

18. https://gridworks.org/initiatives/load-shift-working-group/
Next Steps
Final Report Timeline
Update on Future Sessions

19. https://gridworks.org/initiatives/load-shift-working-group/
Next Steps
Date
Milestone
Topics  
Notes
Friday, Nov. 30
Report Draft to WG
 Gridwork to WG
Monday, Dec. 10
Stakeholder Submissions
WG comments on first draft of report
Deadline for stakeholders to provide written feedback on report draft
Wednesday, Dec. 12 CPUC’s Courtyard Room
Working Group Meeting
Review draft 1 and stakeholder comments on it
Consider if a phone or in-person meeting is needed in January on the report
Dec. 14
Report Draft V2 to WG
Gridwork to WG
Friday, Dec. 21
WG comments due on report draft V2
Deadline for stakeholders to provide written feedback on report V2 draft
Monday, Dec. 31
Final report to working group
Gridwork to WG Redline + clean draft for transparency
Jan, 2019
Admin time to submit report
Possible phone or in-person meeting to discuss the

20. Appendices

21. https://gridworks.org/initiatives/load-shift-working-group/A B C D E F G H
Dispatch Method
Dispatch Geo-Granularity
Negative Pricing?
Transaction Settles at...
Settlement & Performance Evaluation
Role of IOU
Role of Third-party Aggregators
PDR LSR
Market
Sublap
Yes
Aggregated Resource
Metered + Typical-Use Adjustment
Program Administrator
Aggregate, Bid, Coordinate, Settle
LSR 2.0
Baseline
Support Rule 24; LSE
CCP
Program Administrator Signal Based on Day-Ahead Market Price
Nodal
Partial
Premise
Aggregate, coordinate, settle
MIDAS
Program Administrator Signal Based on Market Price or Other Grid State Indicators
Scalable
MIDAS group to provide feedback
Aggregate, Coordinate
Sunrun Integrated
Program Administrator Signal Based on Market Price or Grid Condition Price
Device (solar vs storage)
Metered plus...
Active DSO
Sunrun Informed
Permanent/Scheduled
Device
Metered
Passive DSO
P4LS
Scheduled
Premise or Aggregated
Participant pool vs. average (control group)
Determine Schedule
Aggregate & coordinate

22. Primary Identified Barriers
LSR 2.0
Approval by CAISO and FERC following a subsequent stakeholder initiative considering how technological neutrality.
CCP
Mitigation for an increase in a customer maximum non-coincident demand charge caused by increased load from a CCP event.
MIDAS
More granular/accurate grid state indicators.
Sunrun Integrated
CPUC needs to expand RA beyond peak load and enable alignment with capacity planning needs within all time and grid domains.
Sunrun Informed
CPUC would need to expand RA beyond peak load and enable alignment with capacity planning needs within all time and grid domains.
P4LS
Developing load shape schedules and measuring performance.