Tariff Evolution Roundtable & World Cafe
Introduction
On Nov. 10, 2022, the Alberta Utilities Commission (AUC) issued its Bulk and Regional Tariff Design Decision,[1] which denied the AESO’s Oct. 15, 2021 rate design application. Having considered the Decision, the AESO is starting a new process to collaborate with stakeholders to reconsider what principles and objectives should guide the ISO tariff rate design for the benefit of Albertans.
Reflecting on stakeholder feedback received across our engagements we identified areas of enhancements to further strengthen our engagement approach and drive value, including:
- Conducting in-person forums to enable more in-depth discussions with the AESO and amongst fellow industry members;
- More fully utilizing industry expertise in framing the issue and approach, prioritization, as well as solution development and refinement; and
- Improving how we demonstrate that stakeholder feedback has been considered.
The AESO is committed to applying these learnings to this engagement. To this end, we hosted a Tariff Evolution Roundtable and World Café forum on Feb. 14, 2023, to kick off an industry discussion on industry perceptions, needs, and priorities for tariff evolution in the years to come.
We hope this session offered opportunities to discuss, listen and learn from one another, to strengthen our relationships and to reset for this next stage of tariff evolution and how we work together.
[1] Decision 26911-D01-2022, AESO Bulk and Regional Rate Design and Modernized DOS Rate Design Application (November 10, 2022)
Introduction
On Nov. 10, 2022, the Alberta Utilities Commission (AUC) issued its Bulk and Regional Tariff Design Decision,[1] which denied the AESO’s Oct. 15, 2021 rate design application. Having considered the Decision, the AESO is starting a new process to collaborate with stakeholders to reconsider what principles and objectives should guide the ISO tariff rate design for the benefit of Albertans.
Reflecting on stakeholder feedback received across our engagements we identified areas of enhancements to further strengthen our engagement approach and drive value, including:
- Conducting in-person forums to enable more in-depth discussions with the AESO and amongst fellow industry members;
- More fully utilizing industry expertise in framing the issue and approach, prioritization, as well as solution development and refinement; and
- Improving how we demonstrate that stakeholder feedback has been considered.
The AESO is committed to applying these learnings to this engagement. To this end, we hosted a Tariff Evolution Roundtable and World Café forum on Feb. 14, 2023, to kick off an industry discussion on industry perceptions, needs, and priorities for tariff evolution in the years to come.
We hope this session offered opportunities to discuss, listen and learn from one another, to strengthen our relationships and to reset for this next stage of tariff evolution and how we work together.
[1] Decision 26911-D01-2022, AESO Bulk and Regional Rate Design and Modernized DOS Rate Design Application (November 10, 2022)
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CLOSED: This survey has concluded.
All registered participants now have the opportunity to vote for the representative(s) they wish to sit on the working group for the oversubscribed category. The voting window will open at 6:30 p.m. on April 17, 2023, and will close at 6:30 p.m. on April 20, 2023.
Organizations will be limited to one seat on the working group. The AESO seeks to finalize the list of members by April 21, 2023, and plans to announce the working group members on April 24, 2023.
Instructions
- To submit your working group member selection, you will need to be registered and signed in on the AESO Engage platform.
- Please click on the "Complete Working Group Member Selection" box below to submit your vote.
- Registered participants will have one vote per seat for the following category:
- You will have three votes (one for each seat) for the Energy Storage Proponents and Developer Representatives category;
- The seats were uncontested for all other categories; no voting will occur for these categories.
- Voting results will be posted on AESO Engage.
- Panelists will be announced on April 24, 2023.
- Voting window closes by 6pm on Thursday, April 20, 2023.
Panelist Selection
Category Organization Industry Representative Member Seats Available Voting Open or Seats Uncontested Energy Storage Proponents and Developer Representatives
(2-3 members)CanREA Vittoria Bellissimo 3 Seats Voting Open Energy Storage Canada Robert Tremblay Enfinite Mike Schoenenberger Northland Power Scott Perry TransAlta Corporation Akira Yamamoto Load Representatives
(3-4 members)ADC Colette Chekerda 4 Seats Seats Uncontested IPCAA Richard Penn Suncor Horst Klinkenborg UCA Richard Stout Other Representatives including Generation Owners/Developers, TFO/DFO
(2-3 members)AltaLink Hao Liu 3 Seats Seats Uncontested ENMAX Corporation Wesley Manfro Heartland Generation Kurtis Glasier AESO
(2-3 members)AESO Steven Everett 3 Seats n/a Steve Waller LaRhonda Papworth -
CLOSED: This survey has concluded.
Extension to April 17, 2023
We added the Energy Storage Tariff Module Scope of Work questions below and extended the deadline for feedback to April 17, 2023, to allow stakeholders the opportunity to include the Energy Storage Tariff Module Scope of Work feedback along with the Proposed 2023 Tariff Work Plan feedback in a single submission. The AESO values stakeholder input and invites all interested stakeholders to provide their comments via the following Stakeholder Feedback form on or before April 17, 2023. Please be as specific as possible with your responses. Thank you for your input.
I. Proposed 2023 Tariff Work Plan
The proposed 2023 Tariff Work Plan represents the AESO’s recommendation for the prioritization and timing of tariff-related initiatives in 2023 and beyond. THE AESO is seeking written feedback from stakeholders on their perspectives as it relates to the proposed work plan and the prioritization and timing of the initiatives.
II. Energy Storage Tariff Module Scope of Work
The AESO has developed a proposed Energy Storage Tariff Module Scope of Work which represents the AESO’s recommendation and proposed process for advancing a tariff treatment for energy storage. The AESO is seeking written feedback from stakeholders on the proposed engagement process and high-level scope of work.
Instructions
- To submit your feedback, you will need to be registered and signed in on the AESO Engage platform.
- Please click on the "Complete Stakeholder Feedback" box below to provide your specific comments.
- Please submit one completed Stakeholder Feedback form per organization.
- Stakeholder Feedback results will be posted on AESO Engage, in their original state.
- Responses due on or before April 17, 2023
Stakeholder Feedback Questions
Proposed 2023 Tariff Work Plan
- Are these the right priorities from a tariff perspective?
- Are these the right priorities from an overall Industry perspective?
- Were any tariff-related priorities, initiatives, or projects missed?
- Is the sequencing of priorities (i.e., the Gantt chart) appropriate?
Energy Storage Tariff Module Scope of Work
- Are the objectives of the engagement appropriate and clearly defined?
- Are the proposed steps, timelines, and stakeholder involvement appropriate? If not, what changes would you propose?
- How can the proposed process be made more efficient and/or more transparent?
- How should the process address differences of opinion if/when agreement cannot be reached?
- Are the initial questions and scope of work the AESO has described appropriate? If not how should they be modified?
- I would like to be considered for membership in the working group for the following category (include your first and last name and email):
- Energy storage proponents and developer representatives
- Load representatives
- Other representatives including generation owners/developers, TFO/DFO
- What advance work can the AESO or stakeholders undertake before the working group sessions begin?
Upload Formatted Version of Survey Responses
- If you would like to upload a formatted version of your survey responses, please do so here.
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CLOSED: This survey has concluded.
The Session Summary captured the summarized themes that were discussed at the moderated industry roundtable and the breakout discussions (i.e., the World Café rotations) on Feb. 14, 2023. The AESO is seeking feedback from attendees on the overall themes summarized in this document. In particular, the AESO would like to know if any major or key themes were omitted and whether any of the summaries materially misrepresent the discussions of the day. In addition, the AESO is seeking feedback on the session format.
The AESO values stakeholder input and thanks all stakeholder who provided their comments. Stakeholder feedback can be found in the AESO Materials section.
Instructions
- To submit your feedback, you will need to be registered and signed in on the AESO Engage platform.
- Please click on the "Complete Attendee Feedback" box below to provide your specific comments.
- Please submit one completed Attendee Feedback form per organization.
- Attendee Feedback results will be posted on AESO Engage, in their original state.
- Responses due on or before March 31, 2023
Attendee Feedback Questions
Session Summary
- Are the themes as summarized materially representative of the discussions that took place during the industry forum on Feb. 14, 2023?
- Were any major or key themes omitted? If yes, please be specific on what theme(s) you feel were missed.
Session Format
- Did you attend in-person or virtually?
- Did you find the hybrid-format of the session valuable? Was there something the AESO could have done to make the hybrid session more helpful?
- Did you find the panelist discussion valuable? Why or why not?
- Did you find World Café breakout rotations valuable? Why or why not?
- Other comments or suggestions on the forum
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CLOSED: This survey has concluded.
All registered participants now have the opportunity to vote for the Roundtable Panelists that they most want to hear from. The voting window will open on Feb. 2, 2023 and will close on Feb. 6, 2023.
Organizations will be limited to one seat on the Panel. Panelists will be announced on Feb. 7, 2023. Stakeholders that apply to be a panelist that are unsuccessful will automatically be registered as General Participant.
Instructions
- To submit your panelist selection, you will need to be registered and signed in on the AESO Engage platform.
- Please click on the "Complete Panelist Selection" box below to submit your vote.
- Registered participants will have one vote per seat per category:
- You will have two votes (one for each seat) for the Large / Industrial Load Organizations or Advocacy Group category;
- You will have two votes (one for each seat) for the Consultant, Independent or Other category;
- The seats were uncontested for all other categories; no voting will occur for these categories.
- Voting results will be posted on AESO Engage.
- Panelists will be announced on Feb. 7, 2023.
- Voting window closes by end of day on Monday, Feb. 6, 2023.
Panelist Selection
Organization First Name Last Name Category Panel Seats Available Voting or Seats Uncontested 1 Enbridge pipelines inc Peter Chan Large / Industrial Load Organizations or Advocacy Group 2 Seats Voting Open 2 Industrial Power Consumers Association of Alberta (IPCAA) Richard Penn 3 Suncor Energy Marketing Inc. Horst Klinkenborg 4 Office of the Utilities Consumer Advocate Nola Ruzycki Small / Residential Load Organizations or Advocacy Group 2 Seats Seats Uncontested 5 Consumers Coalition of Alberta (CCA) James Wachowich 6 Capital Power Matthew Davis Generation / Distribution Connected Generation 2 Seats 7 Lionstooth Energy Geoff Lester 8 AltaLink Hao Liu Transmission Facility Owner / Distribution Facility Owner 2 Seats 9 CanREA Vittoria Bellissimo Energy Storage 1 Seat 10 ASCENT Energy Partners Ltd. Robert Henry Consultant, Independent or Other 2 Seats Voting Open 11 Canada West Ski Areas Association Rick Cowburn 12 Ronin Utility Consulting Ltd. Richard Stout 13 TC Energy on behalf of Joint Parties (Exports) Mark Thompson 14 The Brattle Group Tom Chapman
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Level of Engagement
Consult: Gather input and feedback from stakeholders
Refer to the AESO’s Engagement Framework for our approach to engagement
Lifecycle
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Stakeholder Consultation | Feb. 14, 2023
Tariff Evolution Roundtable & World Cafe has finished this stageIndustry forum to discuss perceptions, needs, and priorities for tariff evolution in the coming years.
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2023 Tariff Work Plan Written Consultation | March 9-April 17, 2023
Tariff Evolution Roundtable & World Cafe has finished this stageGather written feedback from stakeholders on proposed 2023 Tariff Work Plan as well as feedback from attendees on Feb. 14, 2023 Session Summary & Format.
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Energy Storage Tariff Module Written Consultation | March 29-April 17, 2023
Tariff Evolution Roundtable & World Cafe has finished this stageGather written feedback from stakeholders on proposed Energy Storage Tariff Module Scope of Work and self-nominate for a seat on the working group.
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Q&A Session | April 12, 2023
Tariff Evolution Roundtable & World Cafe has finished this stageVirtual Q&A session to offer stakeholders an opportunity to ask further questions and explore any areas where clarification is still required on the Energy Storage Tariff Module Scope of Work.
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Working Group Member Selection | April 17-20, 2023
Tariff Evolution Roundtable & World Cafe has finished this stageStakeholders have the opportunity to vote for the representatives they wish to sit on the Energy Storage Tariff Module Working Group for any oversubscribed category.
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Review & Analysis | April-June 2023
Tariff Evolution Roundtable & World Cafe has finished this stageReview and consider submissions as the AESO finalizes its 2023 Tariff Work Plan, Session Summary and Energy Storage Scope of Work. A directional summary report back will be shared.
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Next Steps | June 2023
Tariff Evolution Roundtable & World Cafe has finished this stageDetermine and communicate next steps.
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Energy Storage Tariff and DOS Module
Tariff Evolution Roundtable & World Cafe is currently at this stagePlease see the Demand Opportunity Service (DOS), formerly the Energy Storage Tariff Working Group Engage page.
AESO Materials
- Energy Storage Tariff Module | March 29-April 17, 2023
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Tariff Evolution Roundtable & World Cafe | Feb. 14, 2023
- 14FEB2023 Themes Summary Tariff Evolution Roundtable and World Cafe- Final [Posted: April 28, 2023] (427 KB) (pdf)
- Proposed 2023 Tariff Work Plan [Posted: March 9, 2023] (226 KB) (pdf)
- Session Summary [Posted: March 9, 2023] (303 KB) (pdf)
- Final Session Details [Posted: Feb. 12, 2023] (879 KB) (pdf)
- Agenda [Posted: Feb. 12, 2023] (175 KB) (pdf)
- Session Overview Roundtable and World Café [Posted: Jan. 24, 2023] (194 KB) (pdf)
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If you have any other questions, please contact stakeholder.relations@aeso.ca