Full-service consultants

Rate and Cost of Service Seminar

Full-service consultants

Develop a robust understanding of traditional and non-traditional rate design concepts that will prepare you to effectively address current and future challenges.

October 10 - 11, 2013Thursday: 9:00 am - 4:00 pm, Friday: 8:30 am - 11:30 am

Bloomington, MN

EXPERIENCED INDEPENDENT RESPECTED

This course will provide a thorough understanding of the basic purposes, concepts, challenges, and solutions needed for ratemaking in today’s dynamic electric industry landscape. Topics to be covered include; establishing revenue requirements, assigning cost responsibility, and designing retail rates. Specific attention will be given to issues of financial planning, demand-side management, customer engagement programs, contract rates, line extension policies, AMI data applications, standby and DG rates, rate structure options, and rate change communication strategies. The course is appropriate for utility staff, regulators, and other electric industry participants that are involved in or have an interest in the development, management, or communication of utility rates, policies and finances.

Why Attend?n Understand the various approaches and perspectives for ratemaking.nUnderstand the inter-relationship of various management objectives.nLearn how to use the cost of service results to determine line extension policy, standby rates and special rate programs.nGain insights on ratemaking and policy solutions to current and future industry challenges concerning reduced sales growth, infrastructure investment needs and DG penetration.

Seminar Fee: $195.00Fee includes all course materials, plus: Day 1 includes morning and afternoon refreshments, and lunch; and Day 2 includes continental breakfast. Fee does not include lodging, travel, or other incidental expenses.

Register by September 25, 2013 to reserve your spot.

– See next page for additional information –


Seminar Instructors:Richard J. MackeVice President, Economics, Rates, and Business PlanningMr. Macke has a Masters of Business Administration degree from the University of Minnesota’s Carlson School of Management at Minneapolis, Minnesota. He leads PSE’s Economics, Rates and Business Planning Department. Mr. Macke has expertise in numerous areas including business strategy, financial analysis and planning, cost of service studies, rate design, dynamic pricing, demand-side management, large load rates, contracts, mergers and acquisitions, regulatory support and expert testimony. He is frequently called upon to speak to utility management, directors, commissioners, and industry associations on a broad range of topics related to utility economics, finance, rates and business strategy. Mr. Macke serves on PSE’s Board of Directors and Executive Committee.

Shaurice MoormanSenior Financial ConsultantMs. Moorman earned a BS degree in Industrial Administration/Accounting from Iowa State University, Ames, Iowa. Her focus is on performing complex financial analyses, such as rate studies consisting of determination of revenue requirements, cost of service analysis, and rate design. Ms. Moorman’s other responsibilities include performing analysis of special large load contract rates, development of dynamic time-of-use pricing pilots, key account analyses, financial forecasting, automatic adjustment mechanisms, policy development and evaluation, and other financial analysis for PSE clients.



Bloomington, MN

Topics Covered:

Revenue Requirement• TestYearConcepts• OperatingExpenses• RevenueRequirements

Cost of Service (COS)• COSMethods• DataRequirementsandAMI• FunctionalizationofCosts• ClassificationofCosts• AllocationofCosts• StandbyGeneration/DGCOS• LineExtensionPolicies• LoadManagementCOS

Rate Design• RateDesignObjectives• DefinitionofRateClasses• RateStructureApproaches• SpecialRate/ProgramDesign• CustomerEngagementPrograms

Industry Challenges• EnergyEfficiency• RenewableEnergy/DistributedGeneration• Regulatory/LegislativeIssues• RateChangeCommunicationStrategies

– See next page for registration information –




Bloomington, MN

Registration Form

Seminar Fee: $195.00

Fee includes all course materials, plus: Day 1 includes morning and afternoon refreshments, and lunch; and Day 2 includes continental breakfast. Fee does not include lodging, travel, or other incidental expenses.

Registration deadline: September 25, 2013.

Hotel group rate available until September 18, 2013. When registering, use Group Code: PSE to receive discounted rate.

Payment Method:Complete the form, include a check made payable to Power System Engineering, Inc. and mail to:Power System Engineering, Inc. Attn: Shaurice Moorman10710 Town Square Dr., NESuite 201Blaine, MN 55449

For more information, please contact:[email protected]

Course Location:Crowne PlazaThree Appletree SquareBloomington, MN 55425877-227-6963

Visitwww.powersystem.orgtoregisteronline.Atthetopofthehomepageonourwebsite,clickonnews&eventsthenCalendarofEvents.LocateRateandCostofServiceSeminaronthecalendarandfollowtheprompts.Orifyouprefer,youcancompletetheformbelowandmailitalongwiththeseminarfeetotheaddresslistedunderpaymentmethod.

_________________________________________________________________Company

_________________________________________________________________BusinessAddress

_________________________________________________________________CityStateZip

1._______________________________________________________________NameTitle

_______________________________________________________________PhoneEmailAddress

2._______________________________________________________________NameTitle


3._______________________________________________________________NameTitle


4._______________________________________________________________NameTitle


NumberofAttendees________AmountDue$_________________________

Documents

Full-service consultants