PA 510 Smart Grid and Sustainable Communities

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PA 510 Smart Grid and Sustainable Communities: Version 4.0
A Two-Term Course Series, Winter and Spring Terms, 2013
Winter Term: (January 17-March 21) The Smart Grid and Sustainable
Communities: Making the Connections
Spring Term (April 4-June 13) Making the Smart Grid Work in the Real World
Course Syllabus for Winter Term
Thursday evenings, 6:30-9:40 PM
Urban Center, Room 204, 506 SW Mill
Public website: http://www.pdx.edu/cps/smart-grid-for-sustainable-communities
Link to Desire to Learn (D2L) course website for registered students with password: https://d2l.pdx.edu
Faculty and Staff (faculty bios at http://www.pdx.edu/cps/faculty-for-smart-grid-courses)
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Jeff Hammarlund, Lead Faculty, Adjunct Professor and Senior Research Fellow, Mark Hatfield
School of Government, PSU, and President, Northwest Energy and Environmental Strategies,
hammarj@pdx.edu, 503-249-0240
Lawrence Beaty, Executive Director and Chair of the Idaho State University Energy Systems
Technology and Education Center, beatkawr@isu.edu, 208-282-3265 (class advisor and guest
presenter)
Michael Jung, Policy Director, Silver Spring Networks, mjung@silverspringnet.com, 503-3603881 (class advisor and guest presenter)
James Mater, Co-founder and General Manager, Smart Grid Business, QualityLogic; founding
member and chair, Smart Grid Oregon, jmater@qualitylogic.com, 503-780-9796
Mark Osborn, Senior Vice President, Five Stars International, Ltd; formerly, Smart Grid
Manager, Portland General Electric, mark.osborn@fivestarsintl.com, 503-709-937
Lisa Harrison, Course Assistant, lisaharrison@mac.com, 503-206-4534
Bill Henry, Class Blogger, bill@eqlenergy.com, 503-475-0391
Stephanie Levine, Special Assistant to Lisa Harrison, stephanie@oregoncub.org, 773-307-1666
Scope, Approach, and Innovative Features
This two-term course series explores a set of emerging concepts, technologies, applications and
business models, and the related trade-off decisions involved in transforming the nation’s century-old,
centralized power grid into a climate and renewable energy-friendly “Smart Grid.” If offers a crossdisciplinary approach intended to deepen individual areas of expertise in the context of
multidisciplinary teamwork. The first term establishes a basic Smart Grid literacy, while the second
term applies this knowledge base to specific “real world” case studies.
Both terms include lectures, active learning strategies, individual and group projects, class
presentations from guest speakers and seminar participants, and field trips. The series closes with a
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small public forum during which student teams will present their recommendations to a select group of
community leaders.
Many visionaries informed about the world of energy policy believe that this emerging “internet for
energy” will enable individuals and businesses alike to participate in both the quality and quantity of
energy they use to live and work, generating and storing energy from multiple sources, and managing
the amount and timing of their use of that energy. The Smart Grid will integrate generation from both
directions – home/business and central station plant – and move it as needed to meet load while
incorporating solar panels, wind farms, fuel cells, plug-in hybrid electric vehicles, and other energy
sources. This intelligent electric network will manage load shape and will achieve greater utilization
than today. Its full value will be achieved when it is combined with an emerging participatory network
model that enables consumers to actively manage their electricity consumption and sell back to the
grid the surplus power they generate.
The concepts, technologies, and models addressed by this course hold the promise of a significant new
paradigm for the generation, use and delivery of electric power that is more efficient, sustainable,
robust, flexible, and environmentally sound, and that encourages a much higher level of consumer
participation and control. Converting to the Smart Grid also opens up additional opportunities to make
other infrastructures (including waste water, transportation, telecommunications, and natural gas)
greener and more sustainable during the Smart Grid conversion process.
This is the fourth year PSU has offered an interdisciplinary graduate level course on the smart grid. Past
editions have been heralded by all four governors and many members of Congress from the four
Northwest states, the Secretary of Energy, and numerous energy educators and experts for its
innovative features. We will continue and build upon many of these innovative features this year. For
example, the course:
 Serves two critical audiences: (1) graduate students in engineering, information technology,
public administration/policy, urban planning, business, economics, law, and related fields; and
(2) mid-career professionals from the utility, information technology, public administration,
architecture, urban and transportation planning, business, legal, and related communities who
are interested in getting up to speed on the smart grid as a part of their professional
development.
 Is taught by a multi-disciplinary and interdisciplinary faculty team that can offer academic
knowledge and practical experience in policy and planning, power engineering, information
technology, and business. We apply academic theory and research to address real world
challenges (“Making Oregon our Classroom”).
 Invites additional nationally known experts to offer their perspectives. For example,
underwriting in 2011 allowed us to invite some of the nation’s top smart grid experts who are
working in regions of the country that are ahead of Oregon on smart grid policy development,
at least in some respects. These speakers included the chairman of the Federal Energy
Regulatory Administration, the chairman of the Colorado Public Utilities Commission, and
smart grid leaders from California, Illinois, Texas, Ohio, New York and elsewhere. They offered
valuable insights and recommendations on what Oregon should and should not include in the
state’s Smart Grid Roadmap.
 Offers a cross-disciplinary approach that deepens individual areas of expertise in the context of
teamwork. For example, we establish interdisciplinary small group “learning communities” that
require communication, learning, and the completion of group assignments across traditional
disciplines. Each small group has a primary and back up faculty advisor, but most of the ‘heavy
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lifting” is done by the group members themselves. We believe that an ability to communicate
across traditional disciplines is critical to the successful development of the Smart Grid. It is
also a skill that is highly valued by employers interested in positioning their companies for a
successful future.
 Runs over two consecutive terms, with the second term building on the first. The first term
focuses on establishing the smart grid basics and learning how to function in multidisciplinary
student teams; the second term adds to the knowledge base but places primary emphasis on
applying this knowledge to help support “real world” projects that identify and test how the
smart grid can support sustainable development. Examples of actual projects our
multidisciplinary small group learning communities have addressed so far: PGE’s Salem Smart
Power Project, Strategies for the Smart Grid to Support Emerging EcoDistricts and District
Energy Systems in Portland; Exploring the Connections between Smart Grid and Vehicle-toGrid: Opportunities and Challenges in Oregon; The Smart Grid’s Role as an Enabler of
Renewable Energy Integration in Oregon and the Pacific Northwest; and Strategies to Include
Low-Income and Other Vulnerable Consumers as Smart Grid Beneficiaries. We do not require
seminar participants to enroll for both terms but we encourage them to do so.
 Concludes with a conference or public forum at which we present our findings and
recommendations to government and business leaders. For example, in 2011, each of the
student teams offered a presentation and a briefing book for the members of simulated
“Governor’s Blue Ribbon Advisory Panel on Oregon’s Smart Grid Policy.” While the panel had
no official standing, it consisted of people who could easily serve on such a panel and was
chaired by the governor’s actual senior advisor on jobs and the economy. Some of these
recommendations have been incorporated in the governor’s actual Ten-Year Energy Plan.
Faculty member Michael Jung was asked to chair Governor Kitzhaber’s Ten Year Energy Plan
Task Force, and Jeff Hammarlund was asked to lead the smart grid workgroup associated with
this plan.
An additional innovative for this year involves making this course available in real time to other
interested parties in the Northwest region through PSU’s Distance Learning Center. This allows
interested students enrolled at partner universities and mid-career professionals working at partner
electric utilities to take this course as part of their university curriculum or professional development
training. Three Distance Learning options are available for students and mid-career professionals:
 Video Conference. Participants may view the class presentations and interact with the
faculty and guest speakers in real time at participating receiving Distance Learning Centers. This
is the recommended option when possible.
 Live Stream. Participants may view the class live but will not be able to interact with the faculty
and guest speakers in real time.
 Media Archive. Each class and presentation will be captured and stored for later viewing. A link
will be provided for access to the archived media, which should be available the next day.
Each year this two-term course sequence explores different aspects of the relationship between the
Smart Grid and sustainable development. However, we always begin our winter term class by setting a
firm foundation and emphasizing fundamentals. For example, we try to ensure that everyone has a
basic understanding of the Smart Grid’s historical links and precedents, utility governance and
regulation, the current grid and power system, and how the grid is currently managed. We also help
the students understand and grapple with the complexities of valuing and making decisions about
trade-offs among competing social, economic and environmental objectives. With this background, the
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class will be much better positioned to explore some of the key technical, policy and economic issues
and choices policy-makers must face as they sort out the Smart Grid’s role in the broader power
system.
Since the Smart Grid and its related concepts and benefits are advancing rapidly, our course must
evolve with them. After we establish a broad understanding of the Smart Grid’s expected benefits, we
take a deeper look at the latest developments in the relationship between the Smart Grid and demand
response, distributed generation, storage, and distributed automation. Next, we explore one of the
most important opportunities and challenges associated with the Smart Grid in the Pacific Northwest –
how the Smart Grid, linked with demand response and energy storage, can support the integration of
wind and other variable generation resources in the Pacific Northwest.
During weeks 5 and 6, we introduce such critical topics and challenges as interoperability, system
control and data acquisition (SCADA), and cybersecurity. In week 7, we take a fairly deep dive into the
important topic of the Smart Grid and the consumers. With the help of a panel of nationally known
experts, we will explore: the factors that affect how Smart Grid is viewed by consumers, the role of
consumer engagement in realizing Smart Grid benefits; and approaches to connecting with consumers
and influencing their energy behavior.
Week 8 - Square Peg Meets Round Hole: The Smart Grid Meets Traditional Regulation and Stakeholder
Politics - explores the important issues of how traditional utility regulation poses obstacles to the
development and implementation of the Smart Grid. Another panel of nationally known experts,
including the author of one of our two primary course texts, will help us address this topic. They will
also help us consider the advantages and disadvantages of alternative approaches to addressing this
dilemma.
Week 9 introduces the very important topic of Transactive Energy, a key feature of the Pacific
Northwest Smart Grid Demonstration Project. The term transactive energy has now being applied to a
number of efforts aimed at solving the architectural and policy challenges associated with the Smart
Grid. Two of the nation’s top experts will help us understand transactive energy and why is viewed as
vital to the success of the Smart Grid in some circles and as a controversial dead end in others.
Our final class during winter term explores Smart Grid jobs and business opportunities. We will also
complete the discussion of interoperability and students who are taking the course for academic credit
will turn in their take home final exam. Finally, we will discuss plans for the Spring Term class, which
will focus on applying this knowledge we have gained during the winter to “real world” projects that
identify and test how the smart grid can support sustainable development.
Course Sponsors
We could not offer a course with such a strong and diverse faculty team of recruit talented guest
speakers without the generous financial support from companies with a strong local and regional
presence that believe that the Smart Grid can make important contributions to a cleaner and more
sustainable energy future. We would like to thank Portland General Electric for offering leadership and
guidance, plus critical financial, faculty and technical support all four year’s we have offered this course,
Intel Corporation for offering valuable support for three years, and Veris Industries our newest
sponsor and underwriter.
With these underwriters support, we have been able to recruit a first-rate faculty team with a wide
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range of backgrounds and are recruiting additional guest speakers so we can continue to offer
the cross-disciplinary approach that allows students to both deepen their specific areas of expertise
with specialized faculty and work on projects in interdisciplinary teams with other graduate students
and mid-career professionals from diverse backgrounds. The faculty members are listed above.
Guest Speakers
Our course sponsors have also contributed some of the financial support needed to help us recruit a
stellar group of guest speakers. In some cases, we have been able to pay for their basic travel and
accommodations. In other cases, the guest speakers have agreed to contribute some or all of these
costs. In no cases, are the speakers requiring an honorarium. We want to acknowledge and appreciate
their generosity and passion for contributing to our efforts to help prepare the next generation of
leaders in this new and important endeavor.
Our guest speakers for winter Term include:
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Ron Binz, Principal, Public Policy Consulting, and former Chairman, Colorado Public Utilities
Commission
Andrew Campbell, Energy Policy Advocate and Advisor; former Senior Advisor to two California
Public Utilities Commission Commissioners
Ken Dragoon, Managing Consultant, Energy Systems & Markets Division, EcoFys-US; formerly
Manager of System Analysis and Generation Division, Northwest Power and Conservation
Council
Patty Durand, Executive Director, Smart Grid Consumers Collaborative
Dr. Conrad Eustis, Director, Retail Technology Development, Portland General Electric
Dr. Peter Fox-Penner, author of Smart Power, and Chairman Emeritus, The Brattle Group
Lee Hall, Smart Grid Manager, Bonneville Power Administration
Bob Jenks, Executive Director, Citizens Utility Board of Oregon
Lisa Magnuson, Senior Director of Marketing & Brand Programs, Silver Spring Networks
Dr. Ron Melton, Project Director, Pacific Northwest Smart Grid Demonstration Project,
GridWise® Architecture Council, and senior technical leader for Smart Grid Research and
Development Projects, Pacific Northwest National Laboratory
Terry Oliver, Chief Innovation Officer, Bonneville Power Administration
Dr. Robert Topping, Educational Consultant and Co-chair, Pacific Northwest Center of
Excellence for Clean Energy Curriculum Committee
Course Readings
We will use two course texts for both the winter and spring terms of this course. They are:
 Peter Fox-Penner, Smart Power: Climate Change, the Smart Grid, and the Future of Electric
Utilities, Island Press, 2010
 Fereidoon P. Sioshansi (ed.), Smart Grid: Integrating Renewable, Distributed & Efficient Energy,
Academic Press/Elsevier, 2012
In addition, we will use many studies and articles that are available on line or in journals that are
available electronically through the PSU library. When possible, we include links to the articles so
students can access the articles directly from an electronic version of the course syllabus. When this is
not possible, we post the article in the proper week on the Desire to Learn (D2L) course website
available to registered participants. Some of the articles we read in this class will not have been
written yet when the term begins. As a result, D2L will be updated regularly throughout the term.
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Week 1 (January 17)
 Introduction to the Topic and Class Participants
 Receive Individual Assignments 1 and 2
Agenda
6:30 Welcome
6:40 Student introductions
7:10 Faculty introductions and roundtable on what we find intriguing about the Smart Grid (15
minutes each faculty member)
8:25 Break
8:40 Course plan and logistics (Jeff)
9:00 Distribution of D2L usernames and password/An introduction to D2L (Jeff and Lisa)
9:15 Role of small group “learning communities” in this course (Jeff)
9:30 Delivery of Individual Assignments 1 and 2 (Jeff)
9:40 Adjourn
Week 2 (January 24)
 Wiring the Smart Grid into History: The historical precedents for the
Smart Grid
 An Introduction to Utility Governance and Regulation
 Creation of Smart Grid Learning Communities
 Small Groups Receive Group Assignment 1 (Data Analysis) and Connect
1. Learn one conceptual framework for supporting the launching the Smart Grid or other “clean
technology” based on a systems thinking approach.
2. Begin to develop a basic understanding of the relevant historical development of the electric
industry, particularly the institutional deals and arrangements established over time, that
Smart Grid proponents must address if they are to be successful in advancing the Smart Grid.
3. Be able to summarize the key historical developments of the electric industry, particularly the
institutional deals and arrangements established over time, that Smart Grid proponents must
address if they are to be successful in advancing the Smart Grid.
4. Know the basic types of electric utilities in the US; for each type of utility, be able to describe
the business model, governance structure, and how the utility is regulated and managed.
5. Meet, exchange contact information, and begin working with your Small Group Learning
Community.
Agenda
6:30 Announcements
6:35 Introduction of additional faculty member, Lawrence Beaty, Executive Director and Chair of the
Energy Systems Technology Information Center, Idaho State University
7:00 Wiring the Smart Grid into history: The historical precedents for the Smart Grid (Jeff)
8:10 Break
8:20 An introduction to utility governance and regulation and the implications for the Smart Grid
and how this may change with the smart grid (Jeff)
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9:00
9:10
9:15
Formation of multidisciplinary “learning communities” for small group assignments (Jeff)
Receive Small Group Learning Community Assignment 1 (data analysis-due February 14) (Jeff)
Small Groups meet, exchange contact information and get started with Small Group
Assignment 1 (Data Analysis)
Reading Assignment for Week 2:
Priority Reading:
Course text:
 Fox-Penner, Smart Power: Climate Change, the Smart Grid, and the Future of Electric Utilities,
chapters 1-2 (available at PSU bookstore textbooks under PA 510 and other booksellers)
 Sioshansi, Smart Grid: Integrating Renewable, Distributed, & Efficient Energy, chapter 2
(available at PSU bookstore textbooks under PA 510 and other booksellers)
Posted on Desire to Learn (D2L):
 US DOE, Smart Grid Vision Statement (A Vision for the Smart Grid/What Is the Smart Grid?)
 US DOE, Enhancing the Smart Grid: Integrating Clean Distributed and Renewable Generation
 Friedman-The Energy Internet: Where IT Meets ET
 Hammarlund, Oregon’s Role as an Energy Innovator: A Historical Perspective
 Johnson and Suskewicz, How to Jump-Start the Clean Tech Economy
Web links:
 Subscribe to free on-line Smart Grid Newsletter at
http://www.smartgridnews.com/artman/publish/index.html and review updates throughout
course.
 Litos Communications for US DOE, The Smart Grid: An Introduction
http://www.oe.energy.gov/DocumentsandMedia/DOE_SG_Book_Single_Pages.pdf
 Ebert, Customers Right to Be Wary of Smart Grid http://www.nwenergy.org/news/thetransformer-january-4-2011/
 US DOE, Enhancing the Smart Grid: Integrating Clean Distributed and Renewable Generation
http://energy.gov/sites/prod/files/oeprod/DocumentsandMedia/RDSI_fact_sheet-090209.pdf
Additional Recommended Reading:
Posted on D2L
 Johnson et al, Reinventing Your Business Model
 Hammarlund, Electricity, Institutions and Innovation: Oregon’s and the Northwest's Role in the
Development of National Electricity Policy
 Giordono & Fulli, A Business Case for Smart Grid Technologies: A Systemic Perspective
Week 3 (January 31)
 Grid 101, Part 1: An introduction to the current grid and power system
 Grid 101, Part 2: How the grid is managed and the current utility
environment
 Selected presentations from Individual Assignment 2
Class Objectives
1. Establish an appreciation for the already extensive and still blossoming Smart Grid literature.
2. Create a clear understanding between the technical differences between energy and power.
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3. Develop a basic understanding of the current electric grid and power system that may be
incrementally altered or transformed over time by the emerging Smart Grid.
4. Understand generally how generators work to produce electricity for the grid and how
electricity is delivered for your use and measured to calculate your current energy bill.
5. Gain appreciation for the technology and processes needed to deliver power reliably 24/7.
Agenda
6:30 Announcements
6:40 Grid 101, Part 1: An introduction to the current grid and power system operations (Mark)
8:00 Break
8:10 Grid 101, Part 2: How the grid is managed and current utility environment (Mark)
9:00 Presentations from 3 students on their literature review recommendations from Individual
Assignment 1 (Michael to facilitate)
9:20 Troubleshooting D2L, Google groups and small group learning communities (Lisa, faculty, and
class)
9:40 Adjourn
Reading Assignment for Week 3:
Priority Reading:
Course text:
 Fox-Penner, chapters 3 & 7
 Sioshansi, introduction and chapter 1
Posted on Desire to Learn (D2L):
 NETL Modern Grid Initiative, A Vision for the Modern Grid and Modern Grid Benefits
 NETL Modern Grid Initiative, Modern Grid Benefits
Web links:
 A Utility Application Implementation Strategy Using the EPRI IntelliGrid(sm) Methodology and
the GWAC Stack as a Model,
http://www.gridwiseac.org/pdfs/forum_papers11/simmins_paper_gi11.pdf
And http://www.gridwiseac.org/pdfs/forum_papers11/simmins_sgimm_pres_gi11.pdf
 If the electricity industry is completely new to you, we suggest you review Energy Quest, The
Energy Story, http://www.energyquest.ca.gov/story/index.html
 If you are unfamiliar with the fundamental electricity concepts, we suggest you review Energy
Information Administration, Electricity Explained
http://www.eia.doe.gov/basics/electricity_basics.html
and/or Science of Electricity
http://tonto.eia.doe.gov/kids/energy.cfm?page=electricity_science-basics
Week 4 (February 7)
 A Broad Look at Smart Grid Opportunities and Benefits
o Why demand response is a key element of smart grid and how it
works to integrate renewable energy supply
o The role of distributed generation, storage and distribution
automation for a smarter grid
 Trade Offs among Alternative Objectives
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 Class presentations of Small Group Assignment 1 (data analysis)
 Receive Individual Assignment 3 (tradeoffs among alternative objectives)
Class Objectives:
1. Review the concept of power plant efficiency and the implications for CO2 emission impacts
and appreciate the differences among main power plant variations.
2. Understand the classical economic evaluation of power plant worth for energy and capacity
(power).
3. Understand the concept of “levelized cost of energy” and how this tool can be used to evaluate
and compare “traditional “(such as coal or hydro) and “new” (such as demand response or
wind generation) energy resource options.
4. Learn the basic distributed energy resources elements and how these “demand side” resources
work to benefit the grid, including demand response resources and distributed generation.
5. Learn the benefits and issues associated with microgrids and energy storage.
Agenda:
6:40 Class Announcements
6:50 Sustainability, Balancing, and Trade-Offs Among Alternative Objectives & LCOE (Conrad Eustis,
Director, Retail Technology Development, Portland General Electric)
Receive and discuss Individual Assignment 3 (Trade-Offs Among Alternative Objectives; Due
February
14; no in class presentations on this assignment) (Conrad)
7:20
Smart Meters: how they work, benefits and issues (Conrad)
7:50
Key Smart Grid concepts of renewable resource integration using demand response and
distributed generation (Mark)
8:10 Break
8:20 An introduction to demand response and the regional benefits of water heater storage
(Conrad)
9:00 Class presentations on Small Group Assignment 1 (Data Analysis). Part 1 (Jeff to facilitate)
9:25 An introduction to distributed generation, microgrids/distribution automation and energy
storage. Part 1 (Mark)
9:40 Adjourn
Reading Assignments for Week 4:
Priority Reading:
Course text:
 Fox-Penner, chapters 8-9, and 11 plus Appendix A & B
 Sioshansi, chapters 4-8
Web links:
 Wikipedia, Triple Bottom Line, http://en.wikipedia.org/wiki/Triple_bottom_line
Additional Recommended Reading:
Web links:
 Hammerstrom et al, Pacific Northwest GridWise Testbed Demonstration Projects, Part I.
Olympic Peninsula Project (executive summary),
http://gridwise.pnl.gov/docs/op_project_final_report_pnnl17167.pdf
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Week 5 (February 14)
 The Smart Grid Meets Sustainability: Opportunities and Challenges
 The Challenge of Interoperability, Part 1
 Receive Small Group Assignment 2 (Smart Grid opportunities in the
Pacific Northwest)
Class Objectives:
1. Develop a basic understanding of the opportunities and challenges involved in using the smart
grid and demand response to support the integration of wind and other variable generation
resources in the Pacific Northwest.
2. Learn about alternative strategies and approaches to address this issue that are being
evaluated by other countries.
3. Learn about BPA-supported smart grid and demand response programs and the progress it is
making in establishing “commercial grade” DR programs.
4. Learn about BPA’s plan’s for a portfolio of energy storage options and how this relates to the
Smart Grid
5. Develop a basic understanding for the importance of information technology (IT)
interoperability, standards and open protocols with strict cybersecurity.
6. Understand the history of information technology standards in the electric utility industry and
the state of development today.
7. Gain an understanding of the costs and benefits of non-standardized IT versus standards-based
IT in the smart grid.
Agenda:
6:30 Class Announcements
6:35 Class presentations on Small Group Assignment 1 (Data Analysis), Part 2
6:55 The Smart Grid Meets Sustainability: Opportunities and Challenges
6:55 How the Smart Grid and Demand Response can support the integration of wind and other
variable generation resources (Ken Dragoon, Managing Consultant, Energy Systems & Markets
Division, EcoFys-US; formerly Manager of System Analysis and Generation Division, Northwest
Power and Conservation Council)
7:50 Break
8:00 A progress report on BPA-supported demand response programs and BPA’s plan’s for a
portfolio of energy storage options (including a discussion of how the Smart Grid supports
these efforts) (Lee Hall, Smart Grid Manager, Bonneville Power Administration)
8:50 Interoperability in the Smart Grid (James Mater)
9:30 Receive Group Assignment 2: Smart Grid Opportunities in the Pacific Northwest (James Mater)
9:40 Adjourn
Description of the Challenge of Interoperability Session:
While the electrical utility industry has developed electrical and mechanical standards for the power
system for years (think of the standard 110V outlet and standard plugs), the information technology
side of the industry was treated as a set of unique requirements and developed as a set of custom
systems that did not need to nor were designed to communicate with one another. Why, for instance,
did it matter if information in a customer bill was kept in an industry standard format (and such
formats don’t even exist) when such systems were inexpensive compared to a new substation and
could be custom-developed to meet a utilities specific needs? Or why would it matter if the dispatch
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system for line workers communicated with a meter data sensing system when such systems didn’t
even exist and the dispatch was its own “islanded” department in a utility?
In order to develop a smarter grid one of the critical path issues is the standardization of the
information technology communications in the industry. This enables more vendors to produce
competing products, thus reducing the time and expense of implementing new systems while insuring
lower maintenance costs and bringing the benefits of the best of breed applications to all utilities. But
interoperability and standards in this industry are a complex undertaking for numerous reasons that
this session will explore.
Reading Assignment for Week 5:
Priority Reading:
Course text:
 Fox-Penner, chapters 5, 10
 Sioshansi, chapters 5, 7-10, 17-19
Readings for the Smart Grid Meets Sustainability: Opportunities and Challenges Module:
Priority Readings:
Web Links:
 Broad, Dragoon, et al, Smart End-Use Energy Storage and Integration of Renewable Energy: A
Pilot Project Overview, http://www.ecofys.com/files/files/ecofys_2012_smart-end-use-energystorage_bpa_project_overview.pdf
 Northwest Power and Conservation Council, Sixth Northwest Conservation and Power Plan,
Appendix K The Smart Grid,
http://www.nwcouncil.org/energy/powerplan/6/final/SixthPowerPlan_Appendix_K.pdf
 BPA, Demand Response and BPA, http://www.bpa.gov/Energy/N/Smart_GridDemand_Response/Smart_Grid/Resources_Links/DemandResponseNov2011-final.pdf
 BPA, Smart Grid/Demand Response, http://www.bpa.gov/Energy/N/Smart_GridDemand_Response/index.cfm
 BPA, Smart Grid,
http://www.bpa.gov/Energy/N/Smart_GridDemand_Response/Smart_Grid/index.cfm;
 BPA, Smart Grid Fact Sheet, http://www.bpa.gov/Energy/N/Smart_GridDemand_Response/Smart_Grid/Resources_Links/SmartGrid-revisedJan%202012.pdf;
 BPA, Fact Sheet-Demand Response and BPA, http://www.bpa.gov/Energy/N/Smart_GridDemand_Response/Smart_Grid/Resources_Links/DemandResponseNov2011-final.pdf
Additional Recommended Reading:
On D2L:
 Hammarlund, -Electric Vehicles, the Smart Grid and Renewables Integration
Web link:
 Smart Grid News, FERC Unveils Proposed Rule Reforms for Integrating Renewable Energy
http://www.smartgridnews.com/artman/publish/Technologies_DG_Renewables/FERC-unveilsproposed-rule-reforms-for-integrating-renewable-energy-3299.html
Reading for the Interoperability and the Smart Grid Module:
Priority Reading:
Web Links:
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National Institute of Standards and Technology, Overview of the Smart Grid Interoperability
Standards Project http://www.nist.gov/smartgrid
National Institute of Standards and Technology, Smart Grid: A Beginner’s Guide,
http://www.nist.gov/smartgrid/upload/SmartGrid_guide.pdf
National Institute of Standards and Technology, NIST Framework and Roadmap for Smart Grid
Interoperability Standards, Release 2.0, Chapters 1 and 2,
http://www.nist.gov/smartgrid/upload/NIST_Framework_Release_2-0_corr.pdf
GridWise Architecture Council, GridWise Interoperability Context-Setting Framework. March
2008, Chapters 1-3, http://www.gridwiseac.org/pdfs/interopframework_v1_1.pdf
Additional Recommended Reading:
 National Institute of Standards and Technology (NIST), Introduction to NISTIR 7628 Guidelines
for Smart Grid Cyber Security, chapter 1, http://www.nist.gov/smartgrid/upload/nistir7628_total.pdf
Week 6 (February 21)
The Intersection of Electricity and Communications for the Smart Grid
Class Objectives:
1. Develop a basic understanding of what utility System Control and Data Acquisition (SCADA) is
used for today
2. Understand how a utility SCADA System differs from a utility Energy Management System
(EMS) and why a utility EMS is completely different from a commercial building EMS.
3. Have a deeper understanding of the control strategy options that are available for distributed
resources and demand response.
4. Learn how PGE incorporated sophisticated communications to manage and control their
distributed generation, demand response and battery energy storage.
5. Understand the role of communications for distribution automation.
6. Gain appreciation for the “real world” opportunities and challenges that have emerged so far
with research and demonstration, and pilot testing of new smart grid communications systems.
Agenda:
6:30 Class Announcements
6:40 System Control and Data Acquisition (SCADA) today and Utility Energy Management Systems
(Lawrence)
8:00 Break
8:15 Use of sophisticated communications and controls for managing distributed energy resources.
PGE’s Salem Smart Power Project with energy storage.
An introduction to distributed generation, microgrids/distribution automation and energy
storage, Part 2 (Mark)
9:40 Adjourn
Reading Assignment for Week 6:
Priority Reading:
Course text:
 Fox-Penner, chapter, 9
 Sioshansi, chapters 8-11
Web links:
Designing the Smart Grid for Sustainable Development
Course Syllabus, Winter Term, 2013
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
Wang, et al, “A survey on the communication architectures in smart grid,”; Department of
Electrical and Computer Engineering, North Carolina State University
http://www.ece.ncsu.edu/netwis/papers/11wxk-comnet.pdf
Additional Recommended Reading:
D2L:
 FERC, Final Rule-Availability of E-Tag Information for Commission Staff
 NERC, Communications Standards
 NERC, Cyber Security Critical Cyber Asset Identification Standards
 Joint Electric Scheduling Subcommittee, Electronic Tagging Functional Specification
Week 7 (February 28)
 The Smart Grid Meets Consumers (Panel Discussion with Guest Speakers)
 Small Group Learning Community Session
Class Objectives
1. Understand the factors that affect how Smart Grid is viewed by consumers
2. Appreciate the role of consumer engagement in realizing Smart Grid benefits
3. Consider approaches to connecting with consumers and influencing their energy behavior
Agenda
6:30 Class Announcements
6:40 Introduction to and overview of topic and panel (Michael)
6:50 Patty Durand, Executive Director, Smart Grid Consumers Collaborative
7:20 Bob Jenks, Executive Director, Citizens Utility Board of Oregon
7:50 Lisa Magnuson, Senior Director of Marketing & Brand Programs, Silver Spring Networks
8:20 Break, chat with guest speakers
8:40 Moderated discussion and Q&A
9:00 Small group learning community sessions with faculty and guest speakers
9:40 Adjourn
Reading Assignment for Week 7:
Priority Reading: TBD by guest speakers
Course texts:
 Fox-Penner, pages 186-188
 Sioshansi, chapters 14-16
Web links:
 Lotich, Articulating Smart Grid Benefits to End-Consumers, The Energy Collective,
http://theenergycollective.com/slontoh/182666/super-bowl-outage-smart-grid
 Ebert, Customers Right to Be Wary of Smart Grid, http://www.nwenergy.org/news/thetransformer-january-4-2011,/
 How many consumers still don't get smart grid? Survey says 54%, Smart Grid News,
http://www.smartgridnews.com/artman/publish/Business_Consumer_Engagement/Howmany-consumers-don-t-get-smart-grid-Survey-says-54-5219.html#.URl0IKV0CkV
 Tweed, 5 Ways to Sell the Smart Grid to Consumers, Greentechmedia,
http://www.greentechmedia.com/articles/read/5-ways-consumers-will-embrace-smart-grid
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
Durand, Cracking the consumer messaging code, Smart Grid News,
http://www.smartgridnews.com/artman/publish/Business_Consumer_Engagement/Crackingthe-consumer-messaging-code-4944.html#.URl01qV0CkU
 GridWise Global Forum, September 22, view session on Engaging the Consumer (Parts 1-3)
http://www.gridwiseglobalforum.org/agenda/
 Videos raising consumer concerns:
 http://www.youtube.com/watch?v=8JNFr_j6kdI&sns=em
 http://articles.mercola.com/sites/articles/archive/2012/12/05/smart-utilitymeters.aspx?e_cid=20121205_DNL_art_1
 http://www.youtube.com/watch?v=8JNFr_j6kdI
D2L:
 Smart Grid Consumer Collaborative (SGCC), 2013 State of the Consumer Report, January 21,
2013
 Durand, The Smart Grid Requires Educated Consumers, ElectricityPolicy.com
 Lineweber, Understanding Residential Customer Support for – and Opposition to – Smart Grid
Investments
 Yackira, Deleney, Sang and Binz-Smart Homes, Smart Customers-A Solid Case Study and Further
Thoughts, ElectricityPolicy.com
 SGCC, Smart Grid Consumer Benefits Fact Sheet (Smart Grid Benefits You Today… and
Tomorrow)
 SGCC, Spotlight on Low Income Consumers (Final Report)
 SGCC, Consumer Voices (Summary of Key Findings)
 Swaminathan and Ting, Customer Focused Approach to Implementing Smart Grid Applications
for Publicly Owned Utilities
 Levis, A Consumer Advocate Looks at Dynamic Pricing, Utility Services, and Consumers,
ElectricityPolicy.com
Additional Recommended Reading:
Web links:
 Fehrenbacher, Smart Meter Backlash, Again: This Time in Texas,
http://gigaom.com/2010/03/10/smart-meter-backlash-again-this-time-in-texas/
 Westoff, Confronting the Smart Meter and Health Issue Link, Greentechmedia,
http://www.greentechmedia.com/articles/read/sg-health-issues
 Silbey, Utility industry bets on smart grid by 2030, but concerns remain, SmartPlanet,
http://www.smartplanet.com/blog/thinking-tech/utility-industry-bets-on-smart-grid-by-2030but-concerns-remain/11325
 IBM-2011 Global Utility Survey Fact Sheet,
http://www.smartgridnews.com/artman/uploads/1/IBM_2011_Global_Utility_Survey_Fact_Sh
eet.pdf
 Valocchi, Juliano, and Schurr, Lighting the Way: Understanding the Smart Energy Consumer,
IBM Global Business Services, https://www-935.ibm.com/services/us/gbs/bus/html/gbsemerging-energy-preferences.html
 Valocchi, Schurr, Juliano & Nelson, Plugging in the Consumer: Innovating Utility Business
Models for the Future, IBM Global Business Services, https://www935.ibm.com/services/us/gbs/bus/pdf/ibv_g510-7872-00_plugging_in.pdf
 Berst, Feeling the Smart Grid Love,
http://www.smartgridnews.com/artman/publish/News_Commentary/Feeling-the-smart-gridlove-3506.html
 Smart Grid Consumer Collaborative, A Smart Grid Even a Child Can Understand,
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

D2L:













http://smartgridcc.org/consumer-engagement/a-smart-grid-even-a-child-can-understand
LaMonica, Are Consumers Ready for the Smart Grid http://news.cnet.com/8301-11128_310287240-54.html
California PUC, Independent PG&E Smart Meter Testing Website,
http://www.cpuc.ca.gov/PUC/energy/Demand+Response/solicit.htm
Hemphill, Dynamic Pricing Programs at ComEd –– Data for a More Efficient Future,
ElectricityPolicy.com
Faruqui, For Customer Savings and Economic Efficiency, the Time for Dynamic Rates Is Now,
ElectricityPolicy.com
Rokach, Smart Houses in a World of Smart Grids
King, Prepaid Electricity Service: Smart Grid-Enabled Customer Choice, ElectricityPolicy.com
Bunzel, Is Flat Fair?
Faruqui, The Ethics of Dynamic Pricing
Hogan, Fairness and Dynamic Pricing
Hanser, On Dynamic Prices- A Clash of Beliefs?
Alexander, Dynamic Pricing? Not So Fast! A Residential Consumer Perspective
Brand, Dynamic Pricing for Residential Electric Customers- A Ratepayer Advocate’s Perspective
Ablondi, Consumer Attitudes and the Benefits of Smart Grid Technologies
Carson, Consumer Advocates at the Smart Grid Table
Carson, Consumer Concerns About Smart Grid
Week 8 (March 7) Square Peg Meets Round Hole: The Smart Grid Meets
Traditional Regulation and Stakeholder Politics (A Panel Discussion)
Class Objectives:
1. Gain an appreciation for how traditional utility regulation poses obstacles to the development
and implementation of the Smart Grid.
2.
3.
Explore the advantages and disadvantages of alternative strategies to address this dilemma.
Additional objectives to be offered by guest speakers.
Agenda:
6:30 Class Announcements
6:40 Introduction to and overview of topic and panel (Michael)
6:45 Dr. Peter Fox-Penner, author of Smart Power, and Chairman Emeritus, The Brattle Group
7:40 Break
8:00 Andrew Campbell, Energy Policy Advocate and Advisor; former Senior Advisor to two California
Public Utilities Commission Commissioners; and Ron Binz, Principal, Public Policy Consulting,
and Former Chairman, Colorado Public Utilities Commission; Includes Q and A time
9:40 Adjourn
Reading Assignment for Week 8:
Course Texts:
 Fox-Penner, chapters 5-6
 Shoshansi, chapter 4
D2L:
 Faraqui, Fox-Penner, and Hledik, Quantifying Benefits-Modeling the Value of Various
Technologies and Applications
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



Fox-Penner, Is Smarter Greener?
Fox-Penner, Fix Utilities before the Need a Rescue
Fox-Penner, The Smart Meter Backslide
Binz and Mullen, Risk-Aware Planning and a New Model for the Utility-Regulator Relationship,
ElectricityPolicy.com
 California Public Utilities Commission, Excerpts of Decision on PG&E's Proposed Upgrade of
Smart Meter Program (Note from Andrew Campbell: “The excerpted 5 pages lays out the kinds
of benefits the regulators are expecting to see from smart grid investments, describes
legislative requirements, and sets other utility requirements.”)
 California Public Utilities Commission, Excerpts of Decision Directing Utilities to Develop and File
Smart Grid Investment Plans (Note from Andrew Campbell: “The excerpted 5 pages lays out the
kinds of benefits the regulators are expecting to see from smart grid investments, describes
legislative requirements, and sets other utility requirements.”)
 Centolella, A Pricing Strategy for a Lean and Agile Electric Power Industry, ElectricityPolicy.com
Web links:
 Jung, Nichols, and Rankin, Rethinking Regulation-Five Challenges to Aligning the Smart Grid and
Utility Regulation, Smart Grid
Oregon,http://www.smartgridoregon.org/Resources/Documents/Rethinking%20Regulation%2
0V6A%20011611.pdf
 Berst, Google spending millions to influence smart grid regulations, SmartGridNews.Com,
www.smartgridnews.com/artman/publish/Business_Policy_Regulation/Google-spendingmillions-to-influence-smart-grid-regulations-5460.html#.USFqQKV0CN8
 Berst, Silicon Valley: We Can Do the Smart Grid Better than You,
http://www.smartgridnews.com/artman/publish/End_Use_Efficiency/Silicon-Valley-We-cando-smart-grid-better-than-you-5427.html#.USFrdKV0CN8
 Helper, Google, Yahoo To Get Their Own Smart Grid with Help of Valley Think Tank,
http://www.bizjournals.com/sanjose/news/2013/01/15/google-yahoo-set-to-build-theirown.html?page=all
 Peeples, The Next 10 Years: What We Can (and Can't) Expect from Regulators and Policymakers,
SmartGridNews.com,
http://www.smartgridnews.com/artman/publish/Business_Policy_Regulation/Next-10-YearsWhat-we-can-and-can-t-expect-from-regulators-and-policy-makers-5348.html#.USFut6V0CN8
 Dresselhuys, The Next Ten Years: Silver Spring Exec Insists We Need to Go Faster,
SmartGridNews.com,
http://www.smartgridnews.com/artman/publish/News_Commentary/The-Next-10-YearsSilver-Spring-Networks-exec-insists-we-need-to-go-faster-5335.html/?fpt#.USFtfaV0CN9
 Enbysk, The Next 10 Years: Empowered "Digital Natives" Become a Force to Reckon With,
SmartGridNews.com,
http://www.smartgridnews.com/artman/publish/Business_Consumer_Engagement/The-Next10-Years-Empowered-digital-natives-become-a-force-to-reckon-with5340.html/?fpt#.USFvH6V0CN8
 Berst, Google Spending Millions to Influence Smart Grid Regulations, SmartGridNews.Com,
www.smartgridnews.com/artman/publish/Business_Policy_Regulation/Google-spendingmillions-to-influence-smart-grid-regulations-5460.html#.USFqQKV0CN8
Additional Recommended Reading:
Web links:
 Brown and Salter, Smart Grid Issues in State Law and Regulation, September, 2010,
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http://www.galvinpower.org/smart-grid-issues-state-law-regulation-white-paper
 Schwartz, Regulatory Assistance Project, Smart Policies Before Smart Grids: How State
Regulators Can Steer Investments Toward Customer-Side Solutions, August, 2010,
http://raponline.org/docs/RAP_Schwartz_SmartGrid_ACEEE_paper_2010_08_23.pdf
 Moskowitz and Schwartz, Regulatory Assistance Project, Smart Grid or Smart Policies-Which
Comes First? July, 2009,
http://www.raponline.org/docs/RAP_IssuesletterSmartGridPolicy_2009_07.pdf
 Enbysk, The Next 10 Years: Where We’ve Come (And How it Shapes Where We’ll Be Going Next),
SmartGridNews.com,
http://www.smartgridnews.com/artman/publish/News_Commentary/The-Next-10-YearsWhere-we-ve-come-from-and-how-it-shapes-where-we-ll-go-next5331.html/?fpt#.USFwcKV0CN9
 Stanton-Smart Grid Strategy: How Can State Commission Procedures Produce the Necessary
Utility Performance? http://www.nrri.org/pubs/electricity/NRRI_smart_grid_strategy_feb1105.pdf
D2L:
 Binz et al, How State Regulatory Policies Can Recognize and Address the Risk in Electric
Utility Resource Selection, Ceres Report
 Chassin, What Can the Smart Grid Do for You? And What Can You Do for the Smart Grid?
 Honebein et al, From Authority to Trusted Advisor-The Utility’s Changing Role,
ElectricityPolicy.com
 Rudden, Sustainable Utility Regulation and Socio-Economic Success, ElectricityPolicy.com
Week 9 (March 14) Tranactive Energy: The Future of the Smart Grid? (A Panel
Discussion)
 Class presentations on Group Assignment 2
 Distribute and discuss Final Exam
Class Objectives:
1. Develop a basic understanding of the electrical grid control architecture and its limitations in
integrating distributed renewable energy, intermittent energy sources, controllable loads, and
prosumers into grid operations
2. Have a deeper understanding of the control strategy options that are available for distributed
resources and demand response
3. Gain an appreciation for the challenge of re-thinking the way that the grid is managed in order
to accommodate new power sources, new pricing models and consumer behaviors.
4. Understand the “real world” opportunities and challenges that have emerged so far with
research and demonstration, and pilot testing of new smart grid architectural systems.
Agenda:
6:40 Class announcements
6:45 Distribute and discuss final exam: due March 21.
7:00 Introduction of Panel Speakers (James)
7:05 What is Transactive Energy and Why Does it Matter? (time includes 15 minutes Q&A) Dr. Ron
Melton, Project Director, Pacific Northwest Smart Grid Demonstration Project, GridWise®
Architecture Council, and senior technical leader for Smart Grid Research and Development
Projects, Pacific Northwest National Laboratory
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8:00
8:10
9:00
9:40
Break
Transactive Control and It’s Importance to BPA and the Pacific Northwest (Terry Oliver, Chief
Innovation Officer, BPA) (time includes 15 Q&A)
Class Presentations on Group Assignment 2 (facilitated by James)
Adjourn
Description:
Over the past two years the GridWise® Architecture Council has been developing a body of knowledge
aimed at addressing one of the major challenges to the electrical system. Traditionally, power system
operations have been centrally managed with a focus on maintaining adequate capacity, power and
reliability through bulk power markets, wholesale generation, and transmission centralized operations.
Distribution and retail operations have generally been based on a one-way supply model with little or
no operational or market-based mechanisms for adjusting the demand side of the system. This
structure is inadequate for future high penetrations of intermittent renewable and distributed energy
resources (DER) integrated conventionally or through micro-grids. Distributed and hierarchical controls,
services and pricing methods spanning bulk power and distribution system operations, retail markets
with coordinated reliability and economic objectives, are needed to enable the 21st century power
system.
A number of research and development efforts related to Transactive Energy architecture, market
designs, systems, services, pricing and standards are underway by universities, national labs, utilities
and technology firms across the world. The term “transactive energy” is used here to refer to
techniques for managing the generation, consumption or flow of electric power within an electric
power system through the use of economic or market based constructs while considering grid
reliability constraints. The term “transactive” comes from considering that decisions are made based on
a value.
Transactive Energy has become a convenient “bucket” for collecting the various disparate efforts aimed
at solving the architectural and policy challenges we are currently facing. Indeed, the very descriptions
that have been used for “Smart Grid” turn out to describe what we are calling “Transactive Energy”.
Think of Transactive Energy as simply the theory and practice of implementing some of the key
concepts of the Smart Grid.
Reading Assignment for Week 9:
 Attend the January 28 Smart Grid Oregon Session on Transactive Energy (see
http://www.smartgridoregon.org/Events?eventId=603878&EventViewMode=EventDetails)
Priority Reading:
Course texts:
 Fox-Penner, chapter 3
 Shoshansi, chapters 9-11
Web links:
 CalTech Resnick Institute Report, September, 2012, Grid 2020: Towards a Policy of Renewable
and Distributed Energy Resources,
http://resnick.caltech.edu/learn/docs/GRID_2020_Resnick%20Report.pdf
 Cisco, Taft and Martini, Ultra Large-Scale Power System Control Architecture: A Strategic
Framework for Integrating Advanced Grid Functionality,
http://www.cisco.com/web/strategy/docs/energy/control_architecture.pdf
 Marritz, Five-state, 11-participant PNW smart grid pilot is poised to show big benefits,
http://electricitypolicy.com/news/5185-five-state,-11-participant-pnw-smart-grid-pilot-isDesigning the Smart Grid for Sustainable Development
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poised-to-show-big-benefits
D2L:
Imhoff, Transactional Signals, Customer Engagement, and the Path Toward a Smarter, More Efficient
Power Grid, ElectricityPolicy.com
Groenfeldt, Big Data Meets The Smart Electrical Grid, Forbes
Additional Recommended Reading:
Web link:
• Pacific Northwest Smart Grid Demonstration Project, 2011 Annual Report,
http://www.pnwsmartgrid.org/docs/2011_annual_report.pdf
Week 10 (March 21) Smart Grid Jobs and Business Opportunities/Our Plans for
Spring Term
 The Challenge of Interoperability, Part 2
 Class Evaluations and Receive Certificates of Completion
 Turn in Final Exam
Agenda:
6:40 Class announcements
6:45 Smart Grid Jobs and Business Opportunities (Dr. Robert Topping, Educational Consultant and
Co-chair, Pacific Northwest Center of Excellence for Clean Energy Curriculum Committee)
7:45 Break
7:55 The Challenge of Interoperability, Part 2 (James Mater)
8:40 Class Guidance to Faculty on Content and Approach for Spring Term Class (all of us)
9:10 Class discussion on final exam questions
9:20 Complete course evaluations and distribute certificates of completion (all of us)
9:40 Adjourn
Reading Assignment for Week 10
Priority Reading:
Web links:
 KEMA for the GridWise Alliance, The US Smart Grid Revolution: Smart Grid Workfoce Trends
2011, http://www.gridwise.org/documents/GWA_2011_SG_Workforce_Trends_Overview.pdf
 Pacific Northwest Center of Excellence for Clean Energy (browse website),
http://cleanenergyexcellence.org
 American Public Power Association, Public Power Utilities: Ensuring Resources to Meet
Projected Needs,
http://www.publicpower.org/files/pdfs/workforceplanningforpublicpowerutilities.pdf
 US Department of Energy, Workforce Trends in the Electric Utility Industry,
http://energy.gov/sites/prod/files/oeprod/DocumentsandMedia/Workforce_Trends_Report_0
90706_FINAL.pdf
 Arnold, et al for National Institute of Standards and Technology, NIST Framework and Roadmap
for Smart Grid Interoperability Standards, Release 2.0 (at least skim to get a flavor)
http://www.nist.gov/manuscript-publication-search.cfm?pub_id=910824
D2L:
BPA, 2011-2012 Talent Management Strategy
HIRE Education Conference, Meeting Future Energy Workforce Challenges
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Additional Recommended Reading:
 Pernick et al, Carbon Free Prosperity 2025- How the Northwest Can Create Green Jobs, Deliver
Energy Security, and Thrive in the Global Clean-Tech Marketplace (see especially chapter on
Smart Grid) http://www.cleanedge.com/reports/carbon-free-prosperity-2025
 Clean Edge, 2012 State Clean Energy Index, http://www.cleanedge.com/research/state-index
 Northwest Energy Efficiency Task Force, Work Group #5, Building the Energy Efficiency
Workforce of the Future, Final Report,
http://www.nwcouncil.org/energy/neet/workgroups/5/Default.htm
 Pew Charitable Trusts, The Clean Energy Economy: Repowering Jobs, Businesses and
Investments Across America, http://www.pewenvironment.org/news-room/compilations/theclean-energy-economy-repowering-jobs-businesses-and-investments-across-america8589943002
 Goldman, Peters, et al, Energy Efficiency Services Sector-Workforce Education and Training
Need, Lawrence Berkley National Laboratory, (executive summary),
http://eetd.lbl.gov/ea/ems/reports/lbnl-3163e.pdf
Other Course Information
Optional Field Trip:
There will be an optional class field trip to view Portland General Electric’s Smart Grid-related facilities
and control centers and speak with PGE experts. This field trip is scheduled for Saturday morning 16.
More information will be provided in class.
Evaluation of student work:
Course evaluations and grades will be based on student performance in four areas: the individual and
group assignments as a whole will count for 40% of the grade, the take home final exam will count for
40%, and class participation, observance of due dates, and attendance will count for the remaining 20%.
Students taking the course for professional development are strongly urged to participate actively in
their small group learning communities. This is where a significant amount of your learning will take
place. Some organizational sponsors may require an evaluation of performance as a condition for
reimbursing course payment. Faculty will follow their direction and/or we will establish an
understanding with the organizational sponsor. Unless the company sponsor advises us otherwise, we
will assume that professional development students will not take the final exam. However, we will
expect all students to participate in and complete other group and individual assignments. Faculty will
ask all students to complete an anonymous evaluation of the small group leaning community process
as a whole and of the participation level and performance of each small group member. This
information will be factored into the evaluation of each student’s performance in the course.
Final exam:
The take home final exam will be delivered in class on March 14; it will be due before the beginning of
our final class on March 21. The exam will include one or more essay questions that seek to help you
demonstrated that you have pondered over and integrated many of the key questions that we have
addressed during the Winter term. Hopefully, it will also be a bit fun. Further instructions will be
included with the exam. Unless arrangements have been made with the faulty well in advance, late
assignments and exams will be assessed a late penalty of one grade increment for every day late.
Please plan your schedule accordingly. Grades re due on March 26 so the faculty will have limited
Designing the Smart Grid for Sustainable Development
Course Syllabus, Winter Term, 2013
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time to read and comment on the final exam. As a result, it is important that it is posted on time.
Please observe posted instructions about avoiding plagiarism.
Attendance and Etiquette: Please email Jeff Hammarlund and Lisa Harrison in advance if you will need
to miss a class session. Arrange for someone else in class to pick up the class handouts for the missed
session. Please come to class on time and turn all cell phones off.
Faculty office hours:
Jeff Hammarlund: Wednesday 1-3 pm and by appointment, 503-249-0240 and hammarj@pdx.edu
Lawrence Beaty, beatkawr@isu.edu, 208-282-3265
Michael Jung: By appointment, mjung@silverspringnet.com, 503-360-3881
James Mater: By appointment, jmater@qualitylogic.com, 503-780-9796
Mark Osborn, mark.osborn@fivestarsintl.com, 503-709-937
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Course Syllabus, Winter Term, 2013
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