"The Basics" Practical Regulatory Training for the Electric Industry & the Natural Gas Local Distribution (LDC) Industry.
Click on the industry below for specific course information:
ELECTRIC INDUSTRY AGENDA
Click on the day below for a detailed description of the day.
Monday • Tuesday • Wednesday • Thursday • Friday
All times are shown in Mountain Time
Monday, May 12
6:30 am • REGISTRATION BEGINS
- Registration begins on the first floor of the hotel. Breakfast is available in the ABQ Grill.
8:00-10:00 am • INTRODUCTION TO THE TECHNOLOGY, INSTITUTIONS, AND HISTORY OF THE ELECTRIC INDUSTRY: Instructor, John Caldwell
- Electricity, Generation Technologies, Network Components
- System Operations, Ancillary Services & Interconnected Utilities
- The Basic Structure of Electric Utility Regulation
- Key Federal Statutes Affecting the Industry and FERC Orders 888 & 2000
- Wholesale & Retail Restructuring
- Regional Differences in Industry Structure
- Distribution-Only Utilities vs. Vertically Integrated Utilities
10:15-11:45 am • INTRODUCTION TO THE TECHNOLOGY, INSTITUTIONS, AND HISTORY OF THE ELECTRIC INDUSTRY (continued): Instructor, John Caldwell
Lunch
1:00-3:00 pm • OVERVIEW OF REVENUE REQUIREMENTS: Instructors, Gary Duncan & Bill Steele
- Components of Revenue Requirements
- Rate Base, Expenses, Taxes, Depreciation and Net Operating Income
- The Components of the Weighted Average Cost of Capital/ Overall Rate of Return (ROR)
- What triggers a Rate Case and who are the Players?
- The Book Data, Uniform System of Accounts & FERC Form 1
- Adjusted Test-Year Revenue Requirements at Present and Proposed Rates
3:15-5:15 pm • OVERVIEW OF REVENUE REQUIREMENTS (continued): Instructors, Gary Duncan & Bill Steele
Welcome Reception
Tuesday, May 13
8:00 am - 12:00 pm • REVENUE REQUIREMENT PROBLEM: Instructors, Gary Duncan, Doug Gegax, & Bill Steele
Lunch
1:00-2:45 pm • OVERVIEW OF THE CLASS-COST-OF-SERVICE STUDIES: Instructors, John Caldwell & Bill Steele
- Average Demand
- Coincidental Peak Demand (1CP, 3CP, 4CP, 12CP)
- Non-Coincidental Peak Demand
- Average–Excess Demand
- Non-Fuel and Fuel Base Revenues
- Cost Functionalization
- Cost Classification
- Cost Allocation at Equalized ROR
- Cost Allocation with Class Rate Increase Constraints/Bands
3:00-5:15 pm • OVERVIEW OF THE CLASS-COST-OF-SERVICE STUDIES (continued): Instructors, John Caldwell & Bill Steele
Wednesday, May 14
8:00-10:00 am • CLASS-COST-OF-SERVICE STUDIES PROBLEM: Instructors, Doug Gegax & Bill Steele
10:15 am – 12:00 pm • RATE DESIGN: Instructor, Larry Blank
- Development of Base Rates for Different Customer Classes
- Billing Determinants
- Customer, Energy and Demand Charges
- Block Rate Design
- Time-of-Use Rates
Lunch & Trip to New Mexico's State Capital - Santa Fe, NM
Thursday, May 15
8:00 am – 12:00 pm • RATE DESIGN (continued): Instructor, Larry Blank
Lunch
1:00-2:30 pm • LOW INCOME & ENERGY JUSTICE: Instructor: Shubha Muralidhara Harris
- Overview of LIHEAP and utility energy assistance programs.
- Case Study of Pilot Initiative aimed at reducing barriers and improving access to energy assistance.
- Introduction to principles of energy justice.
- Ways to achieve increased participation and access in the clean energy transition.
2:30-3:00 pm • CLEAN ELECTRICITY & TRANSPORTATION AND REGULATORY POLICY: Instructor, Jamal Mamkehezri
- Types of Renewable Generation Technologies
- Utility Scale: Power Purchase Agreements,
- Rate Base Investments
- Renewable Portfolio Standards & Renewable Energy Credits
- Storage
- Electric Vehicle (EV) Charging Tariffs
- Green Tariffs
- Voluntary Renewable Programs
- Community Solar
- Distributed Generation
- Net Metering
- Regulatory Treatment of Small Net Metering Customers: Cost Allocation & Rate Design Issues
- Zero Carbon
3:15-5:15 pm • CLEAN ELECTRICITY & TRANSPORTATION AND REGULATORY POLICY (continued): Instructor, Jamal Mamkehezri
Farewell Social
Friday, May 16
Combined Session for Electric and LDC
8:00-11:00 am • STEP-BY-STEP PROCESS AND PROCESS OF A RATE CASE: Instructors, Larry Blank Cholla Khoury
- The Utility Application, Building the Record, Discovery, Written Testimony
- Cross Examination, Settlement vs. Contested Hearing
- The Final Order and Grounds for Appeals
- Open Meeting Laws and Ex Parte Communication
