- Session 1: Energy Storage Roadmap Planning and Policy Approaches
- Session 2: Sizing and Designing Battery Energy Storage
- Session 3: Battery Energy Storage Valuation Techniques
- Session 4: Bess Procurement and Bidding Strategies
- Session 5: BESS Commissioning and Performance Testing
- Session 6: Forecasting, AI, and Blockchain Applications for Bess
Module-1: Energy Storage Roadmap Planning and Policy Approaches
What Will You Learn
- Overview of battery technologies
- Current battery trends
- Mapping of storage technologies with identified services - scorecard
- Storage technology mapping
- Application ranking
- Battery Energy Storage use cases like Energy Arbitrage, Spinning Reserve, Non-Sync Spinning Reserve, Regulation, Operating Reserve, Renewables Integration, EV Charging, Frequency Response, Black Start, and Others
- Energy storage benefits for the power system
- Identification of electricity storage services to enable higher penetration of VRE - covering methods, etc.
- System Value Stacking for Energy Storage
- Orienting to Value stacking - Financial benefits of Energy Systems Storage Optimizing and Stacking system values:
- Grid/ Utility values include transmission system, peaking replacement, frequency regulation, distribution, etc.
- Commercial values include microgrid, demand Charge Reduction - Peak demand shaving, optimizing RE use on site, resiliency - backup power for Utility outages, etc.
- Policy case studies with Energy Storage CA, MA, NY and others
- Microgrids and Island Grids Roadmap Planning and Policies
- Policy Approach's and Mechanisms
- Regulatory metrics
- Case studies on various BESS plant focus on utility scale.
- Analysis and methodology for the system value of electricity storage vs. other flexibility (ocgt, ccgt, engine, etc) options
- Competition for Battery Energy Storage? (e.g Hydrogen, LAES, etc.)
- Limitation of BESS and ways to create value stream.
Module-2: Sizing and Designing Battery Energy Storage
What Will You Learn
- Grid batteries why?, when?, where?, and how much?
- Incorporation of Batteries in Transmission Planning, Distribution Planning, and Integrated Resource Plans (IRPs)
- Battery Chemistries, Power-Density, Lifecycle.
- Comparison on other Competitive Storage Technologies of CSP and others
- Cooling, connection analysis, cycling, augmentation, balance of plant, standards, communication systems, software, testing
- Design considerations for battery projects such as augmentation
- BESS use cases: voltage support, congestion management, frequency management (spinning reserve and frequency regulation), energy arbitrage etc.
- Methodology to identify and determine energy storage services and sizing for various applications for the benefits of system - with exercise.
- Alternative Analysis Capacity Investment Analysis with BESS
- Production cost hourly and sub-hourly for BESS dispatch
- Stacked Services Emulator for temporal and simultaneous use cases.
- Evaluation and dispatch strategies for Stacked BESS applications with examples
- Power System Studies - BESS Modeling, Interconnection, and Impact Analysis
- Dispatch strategies in competitive markets for co-optimization of energy and ancillary services
Module-3: Battery Energy Storage Valuation Techniques
What Will You Learn
- Alternative Analysis of answering the Why, Where, When and How Much questions
- Production Cost for dispatch and analysis of batteries
- Stacked Services Emulator for co-optimization valuation of batteries in competitive markets.
- Battery Energy Storage valuation streams like Capacity deferral, fuel savings, VO&M savings, FO&M Savings, Primary, Secondary, and Tertiary Reserve Savings, Frequency Response, Black Start, T&D deferral, Cost to Load savings
- Cost Analysis with efficiency, cycles per day and cycles per year, losses, fade, augmentation, energy costs, capital costs, EPC costs, FOM, VOM, Battery End of Life Costs, others
- Assessing the viability of storage projects: System value vs. monetizable revenues - possible with case studies, example etc.
- Storage project viability analysis
- Project feasibility model
- Financial modeling
- Monetizable benefits and costs
- Assigning system value to individual storage projects
- Economic viability gap and missing money issue
- Understanding Financial Benefits of Energy Storage system with case studies
- Grid / Utility values (Transmission, peaking, frequency, voltage regulation, etc)
- Commercial Values (peak demand shaving, optimize RE, spinning reserve, backup power, demand charge reduction, etc.)
- How current or potential energy storage projects (BESS, etc) and value streams that they used to create positive ROI.
- How existing market monetized value streams refers to the non-monetized value streams available to Utilities.
- Grid Battery Market Revenue Calculations: ERCOT, PJM, ISO-NE, NYISO, CAISO, IESO, AESO, SPP, MISO
- Calculating frequency response and ancillary services revenues
- Valuation of Capacity Value
- Cost and benefit analysis for storage
- Detailed financial models for batteries including NPV, IRR, payback, gearing, and others.
- Discussion and comparisons on relevant incentive mechanism to support the BESS project, citing examples from international projects implementation.
- Assessment Techniques for Hybrid Battery Systems paired with Flow Batteries, Thermal Plant and Renewables
- Energy Storage Project Cost (for various application) and LCOE derivation for Worldwide and Asia - with exercise
- Energy Storage Life Cycle calculation / analysis / projection - with exercise
- Calculating PPA pricing for renewables plus batteries
Module-4: Procurement and Bidding Strategies
What Will You Learn
- The good, the bad, and the ugly of battery vendors
- Insights into the good, the bad, and the ugly for inverters
- Power batteries and Energy Batteries, LFP, Conventional Lithium Ion, Flow Batteries, others
- Battery characteristics and costs
- Battery Pack Technical Specifications: Storage size, optimum SOC windows, C-rate, battery configuration (series/parallel redundancy; AC or DC couple for hybrid configuration), cell temperature, battery types, relevant degradation issues, location, etc.
- PCS, BMS and EMS Technical Specifications: Operation mode, Charging and discharging strategies, monitoring and control of BESS requirements, SCADA requirement and other relevant components.
- Bid Strategy working with battery vendors.
- Evaluation of potential project bidders, partners, developer - methodology, key items, etc.
- Procurement Strategies
- EPC, IPP, Storage-as-a-service,
- Project Development covering system design, specification, manufacturers, etc:
- Grid intertied (Parallel generation and operation)
- Stand Alone such as Off grid, Micro grids (islands,etc) , Load dedicated (Mines, etc), hybrid
- Battery chemistries
- AC vs DC Coupling
- Layouts and three lines
- Space planning (kWh/kW per sq ft)
- Initial cost considerations / differences
- Safety Requirements: Fire/safety design aspects and concern of BESS, disposal strategies (end of its useful life), popular standards.
- Waste Management for BESS - cost impact to LCOE etc.
- Functional specification - sample and review
- Origination documents, connection agreements
- Sample RFP / Tender documents / Template / Review
- Procurement auctions, bid strategy, auctions results, supply and demand, competitive differences
- Review of innovative ownership models and how to price them
- Stylized facts of auctions for procurement of batteries
- Project Implementation - process flow to deploy ESS plant
- Analysis and recommendation on energy storage operation
- 3rd party aggregators for ESS plant
- Available financing options for ESS plants with application mapping - added with case studies - for utilities, commercial industrial, and residential.
- Ways to attracts 3rd party financing options (any program or key enabler to boost the development of ESS plants)
- Example available experts
- EPC/ Consultants
- Commissioning Agent
- O&M Team
- Site Prep process
- Land Acquisition / Permits
- Foundation / Pad
- Equipment delivery / installation
Module-5: BESS Commissioning and Performance Testing
What Will You Learn
- Use-cases and Performance Compliance Testing
- Battery testing standards as part of the commissioning of battery projects
- Grid BESS Performance measures - types of compliance and typical tests to demonstrate use cases.
- Commissioning Procedures
- Advance battery controls and automation
- Testing Protocols
- Testing Signals
- Battery Communication Systems
- IoT Testing Analyzer and Data Collection
- Examples of Live
Dr. Randell Johnson - Acelerex
Dr. Johnson has expertise and experience in the Valuation, Design, Procurement, and Operations of Grid Batteries
Dr. Johnson has been involved in the Energy Storage Road Map for the Maldives, Bermuda Energy Storage Sizing Study, New York Energy Storage Road Map, Massachusetts State of Charge Study, MISO Energy Storage Study, Ontario Energy Storage Study, and numerous other energy storage studies. He was selected by the World Bank to study 100% carbon-free grids with energy storage and Acelerex software and methods were selected by the International Renewable Energy Agency for increasing penetration of renewables with energy storage. Dr. Johnson has invented and developed software for battery analytics and battery real time control. He is expert at power markets and valuation of energy storage to maximize utilization of existing transmission systems and co-optimization of transmission and other resources in addition of co-optimization of energy and ancillary services. A Harvard Business Case has been written for energy storage that includes methods pioneered by Dr. Johnson.
Dr. Johnson holds a Ph.D. in Power Engineering from Rensselaer Polytechnic Institute and an MS in Economics from Cass Business School, UK, and a Utility Corporate Finance Certificate for Gas and Electric Utilities from UConn Business School. Dr. Johnson has background in strategy, regulatory finance, economic optimizations, quantitative finance, electricity and energy markets, public policy, technical grid design, real-time optimizations, and high-performance computing.
This two-day seminar will be held at the hotels listed below or can be conducted on-site at your facilities.
The seminar will start promptly at 8:00 AM and will finish at 4:30 PM on the first day.
On the second day, the seminar will resume at 8:00 AM and will finish at 3:00 PM.
The program includes continental breakfast, lunch, and coffee breaks on the first day.
On the second day a continental breakfast, snack and coffee breaks are included.
Attendees also receive a professionally produced seminar manual that can serve as a valuable office reference.
Dress is casual for all seminars.
COVID 19 Information:
Please click here
for the PGS Covid-19 policy.
You can confirm each hotel's specific COVID 19 policy using the link(s) provided below.
October 11 & 12
Hotel Indigo Houston at the Galleria
5160 Hidalgo Street
, TX 77056
December 6 & 7
Hotel Indigo Houston at the Galleria
5160 Hidalgo Street
, TX 77056
The price for this comprehensive
Save $100 per seminar order if you register before the cutoff date.
Houston - October 11 & 12
Cutoff date for discount: September 21, 2022
Houston - December 6 & 7
Cutoff date for discount: November 16, 2022
- Additional attendees and government employees receive a 10% discount.
Register 4 or more attendees and receive 20% Off.
Special pricing is available for groups of 5 or more.
If you want attendees to pay with separate credit cards or have other questions,
please call (440) 853-1038 for assistance.
Payment is due prior to the start of the seminar by Visa, Master Card, American Express, or corporate check.
Seminar fees will be charged to your credit card at the time of registration unless other arrangements have been made.
Please make checks payable to "PGS Energy Training" 26 Teal Lane • Hilton Head Island, SC 29926.
Cancellations will result in a credit that is good for 2 years which can be transferred to a colleague.
Substitutions may be made at any time.
For more information on PGS policies regarding administrative matters and complaint resolution, please contact our offices at (440) 853-1038.
This live group seminar is eligible for 12.0 CPE credits.
Be aware that state boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
As of January 1, 2002, sponsored learning activities are measured by program length, with one 50-minute period equal to one CPE credit.
One-half CPE credit increments (equal to 25 minutes) are permitted after the first credit has been earned in a given learning activity.
You may want to verify that the state board from which your participants will be receiving credit accept one-half credits.
PGS Energy Training is registered with the National Association of State Boards of Accountancy (NASBA)
as a sponsor of continuing professional education on the National Registry of CPE Sponsors.
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Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
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Please inform PGS Energy Training that you are a GARP CPE participant upon seminar registration.
The Global Association of Risk Professionals (GARP) is a not-for-profit membership association dedicated
to preparing professionals and organizations for making better-informed risk decisions.
GARP's membership represents more than 150,000 risk management practitioners and researchers at academic institutions,
banks, corporations, government agencies, and investment management firms in 195 countries and territories.
GARP administers the Financial Risk Manager (FRM) and Energy Risk Professional (ERP)
Exams – certifications recognized by risk professionals worldwide.
Among those who will benefit from this training program include energy and electric power executives; attorneys; government regulators; traders & trading support staff; marketing, sales, purchasing & risk management personnel; accountants & auditors; plant operators; engineers; and corporate planners.
Types of companies that typically attend this program include energy producers and marketers; utilities; banks & financial houses; industrial companies; accounting, law firms; municipal utilities; government regulators and electric generators.
This fundamental online training program has no prerequisites. No advance preparation is required.
PGS seminars are known for their clear explanations and in-depth content. Register for a PGS class today, and join the over 10,000 energy professionals who have already attended one of PGS's proven programs.
Basic level. This fundamental course begins with basic material and then proceeds to the intermediate level. Delivery method is "Group-Live.”