welcome to New Mexico and to our second annual e-Lab Summit — the most expansive convening hosted by Rocky Mountain Institute as part of our Electricity Innovation Lab (e-Lab). Over the next 48 hours, you’ll be joining 150 fellow decision makers and practitioners from across the U.S. and around the world to advance the most critical questions we face in transitioning to a cleaner, more distributed, and more resilient electricity system.

As the name suggests, e-Lab is a laboratory, a forum for working together in the spirit of experimentation and co-creation. We will be addressing eight timely topics for transforming the electricity system through discussion “pods.” You have been invited to participate because you and your organization bring a unique perspective, critical expertise, and important resources to advance the concepts we will be working to develop.

This year’s e-Lab Summit is designed to:

• Frame and advance actionable strategies to address the most pressing industry needs • Support key individuals and teams to address and afect change. • Create and strengthen relationships amongst industry leaders and innovators to support meaningful action e-Lab Summit is a unique event, but even more so a unique process. We invite you to be curious, to question your assumptions (and others’), to seek the unique perspectives of your fellow participants, and to critically and honestly assess the strengths and weaknesses of our collaborative work. PAGE 1

We wish you a productive three days and great success, both for work here at e-Lab WELCOME Summit and beyond.

The e-Lab team ! agenda

MONDAY OCT. 2ND WEDNESDAY OCT. 4TH

11:00 am / registration 6:30am / optional activities 1:00 pm / kickof 7:30 am / breakfast 2:00 pm / pod session #1 8:30 am / plenary 3:30 pm / break 8:45 am / shift & share 4:00 pm / plenary 10:00 am / break 5:00 pm / networking 10:15 am / pod session #4 6:30 pm / dinner 12:00 pm / plenary close 8:30 pm / optional activities 1:00 pm / adjourn

TUESDAY OCT. 3RD ! ! 6:30am / optional activities 7:30 am / breakfast 8:30 am / plenary 9:00 am / case clinics 10:00 am / break 10:30 am / pod session #2 12:00 pm / learning sessions 1:00 pm / lunch & paired walk PAGE 2

3:00 pm / pod session #3 WELCOME 5:00 pm / plenary 6:00 pm / break 7:00 pm / dinner 8:30 pm / optional activities logistics

TRANSPORTATION — You will be provided a complimentary Uber ride from the airport to the Tamaya Resort (specifc instructions were emailed to you). Return shuttle service will be provided to the airport.

REGISTRATION — After checking in with the hotel, please proceed to our registration desk in front of the Tamaya Ballroom. Registration starts at 11 am.

DRESS CODE — e-Lab Summit is a casual event (think: jeans). Mornings and evenings will be chilly and some activities are outdoors, so please plan accordingly.

PARTICIPANT CONTACT BOOK — A full list of participants is included at the end of this document. We will be distributing contact information after the event.

QUESTIONS — For any logistics questions beforehand or en-route, please contact our event services company, Black Badger Events, [email protected] or (603) 714-0124. !

PAGE 3

WELCOME pod topics

Smart Heating Electrification your pod’s Infrastructure Planning and New Mobility pre-read Blockchain and Transactive Energy is in next Rate Design Pathways section Value Stacking for DERs

Distributed Grid Infrastructure

Utility Business Model Pathways

LMI-Focused Utility Business

PAGE 4

WELCOME infrastructure planning for a new mobility future

When, Where, and How EVs will charge… And what that means for the grid? participant roster Pod Facilitator: Garrett Fitzgerald, RMI

Jonathan Levy Vision Ridge Mike Backstorm Southern California Edison Ari Kahn Consolidated Edison Company of New York Matt Lehrman City of Boulder Lang Reynolds Duke Energy Lincoln Wood Southern Company David Almeida Pacifc Gas & Electric Doublas Jester 5 Lakes Energy, LLC Erika Myers Smart Electric Power Alliance Pete O'Connor Union of Concerned Scientists Clement Rames National Renewable Energy Laboratory Gabriel Petlin California Public Utilities Commission Max Tyler Colorado House of Representatives Phil Jones Phil Jones Consulting Mark Ferron California Independent System Operator Tom Ashley Greenlots Kevin Miller ChargePoint PAGE 5

INFRA- Ged Moody Brightfeld Transportation Solutions STRUCTURE PLANNING FOR Robert Welch Schnieder Electric NEW MOBILITY Fred Hill Robertson Foundation Holmes Hummel Clean Energy Works state of the EVSE industry

Pod participants expressed the following thoughts about the state of the industry

• Need more of it [EVSE] faster; Completely inadequate volume and visibility of infrastructure

• Need to integrate and manage charging

• DCFC should be the overwhelming focus of investment

• L1 and L2 are under appreciated

• Technology and vision developing faster than policy and infrastructure; requires policy decisions supporting rapid expansion

• Market failure in multi-unit dwellings

• Don’t over invest in a model that assumes todays mobility paradigm PAGE 6

INFRA- STRUCTURE • Several companies and multiple competing protocols; No cohesive plan exists; PLANNING FOR NEW MOBILITY needs coordinated stimulus pod objectives Based on the results of the needs assessment survey the group collectively identifed the following objectives for Summit

• Strategic direction for utilities, OEMs, EVSE service providers, and mobility providers to communicate and collaborate on infrastructure deployment and EV program development

• Identify pathways that meet near term EVSE needs while planning for a shared and autonomous future

• Inform policy on EVSE planning

• Foster collaboration and partnerships across stakeholder groups that go beyond the event

• A collaborative approach/document to addressing the EV infrastructure needs of the US over the next 10 years PAGE 7

• INFRA- Recommendations for private and public sector incentives and public policies to STRUCTURE PLANNING FOR accelerate EV demand NEW MOBILITY key topics

Pod participants identifed the following topics to address during Summit

• The role of: utilities, municipalities, OEMs, EVSE providers, mobility providers in infrastructure planning, investment, and deployment

• Business models (DCFC, Shared, Autonomous)

• Demand charge management

• The concept of a competitive market

• Regulatory reform

• Incentives and policies to accelerate EV adoption (feets, shared, and autonomous)

• Future-proofng investments

• Shared feets: car-sharing and ride-hailing PAGE 8

• Wireless charging INFRA- STRUCTURE PLANNING FOR NEW MOBILITY • Highway / corridor charging recommended reading

• Gas to Grid: Building Charging Infrastructure to Power Demand [EMBARGOED]

• Utilities and Electric Vehicles: The case for managed charging

• RethinkX: Disruption, Implications and Choices – Rethinking Transportation 2020-2030 PAGE 9

INFRA- STRUCTURE PLANNING FOR NEW MOBILITY contact book

Blockchain and Transactive Energy

Ben Tejblum Associate K&L Gates [email protected]

Ben Farrow Manager, Product Development Puget Sound Energy [email protected]

Curtis Kirkeby Fellow Engineer Avista Utilities [email protected]

Dylan Cutler Senior Engineer National Renewable Energy Laboratory (NREL) [email protected]

Erwin Smole Senior Advisor Energy Web Foundation [email protected]

Holger Kley Product Manager Spirae [email protected]

John Zachary Gibson Chief R&D Engineer Avista Utilities [email protected]

Matthew Hiser Corporate Development Envision Energy [email protected]

Michael Mylrea Manager Pacifc Northwest National Laboratory [email protected]

Molly Suda Partner K&L Gates [email protected]

Neil Gerber Director, New Energy & Environment IBM [email protected]

Rushad Nanavatty Principal Rocky Mountain Institute [email protected]

Scott Carmichael Researcher National Renewable Energy Laboratory (NREL) [email protected]

Sergio Islas DER Portfolio Design and Acquisition Lead Southern California Edison [email protected]

Tod O'Connor Sr. Policy Advisor Regulatory Afairs CLEAResult [email protected] Distributed Grid Infrastructure

Ben Edgar Microgrid & DER Business Development Manager Black & Veatch [email protected]

Betsy Kaufman Sector Lead - Renewable Energy Energy Trust of Oregon [email protected]

Caroline McAndrews Director, Preferred Resources Pilot Southern California Edison [email protected]

Chris Hickman CEO Innovari [email protected]

VP of System Operations, Resource Planning and David Hawkins El Paso Electric Management

David Millar Director of Energy Analytics Ascend Analytics [email protected]

David Parsons Chief of Policy and Research Hawaii Public Utilities Commission [email protected]

Dylan Sullivan Senior Scientist Natural Resources Defense Council (NRDC) [email protected]

Emerson Reiter Project Leader National Renewable Energy Laboratory (NREL) [email protected]

Eric Toler CFO & EVP Corporate Development Enbala Power Networks [email protected]

Eric Maurer Product Developer Xcel Energy [email protected]

Gary McAulife SVP Sales and Marketing Innovari [email protected]

Grifn Reilly Section Manager of Targeted Demand Management Consolidated Edison [email protected]

North Carolina Association Ivan Urlaub Executive Director [email protected] (NCSEA)

Jackie Baum Power Systems Engineer Spirae [email protected]

Jenny Edwards Director, Innovation Exchange Center for Energy & Environment (CEE) [email protected] Distributed Grid Infrastructure

Johanna Zetterberg Coordinator U.S. Department of Energy [email protected]

Jon Wellinghof CEO and Founder Policy/DER Inc. [email protected]

Kurt Stogdill Director, Green Building and Emerging Technologies Austin Energy [email protected]

Larry Sherwood President and CEO Interstate Renewable Energy Council [email protected]

Lily Henning Project manager Pacifc Northwest National Laboratory [email protected]

Louis Ting Director Power Planning and Development [email protected]

Marc Monbouquette Senior Analyst California Public Utilities Commission [email protected]

Matthew Plante President Voltus, Inc. [email protected]

Mike Weadley Product Manager for Orchestrated Energy Tendril [email protected]

Patrick O'Connell Director, Planning and Resources Public Service Company of New Mexico [email protected]

Sarah Ryan Project Manager, Clean Energy Environmental Defense Fund [email protected]

Stephan Dolezalek Managing Director Resourcient Capital Partners [email protected]

Steven Moftt President, Distributed Energy Resources NRG Energy, Inc. [email protected]

Tammy Mitchell Deputy Director, Electric New York Department of Public Service [email protected]

Trevor Drake Project Manager Great Plains Institute [email protected]

Tripp Hyde President Hyde Engineering Services, Inc. [email protected]

Yeye Zhang Head of West Coast Energy Partnerships Nest [email protected] Infrastructure Planning and New Mobility

Ari Kahn Project Specialist Consolidated Edison [email protected]

Clement Rames Sustainable Mobility Systems Researcher NREL [email protected]

David Almeida Manager, Electric Vehicles PG&E [email protected]

Douglas Jester Partner 5 Lakes Energy [email protected]

Erika Myers Director, Research Smart Electric Power Alliance [email protected]

Frederica Hill Program Analyst Robertson Foundation [email protected]

Ged Moody VP Informatics and Strategic Partnerships Brightfeld Transportation Solutions [email protected]

Holmes Hummel Principle Clean Energy Works [email protected]

Jonathan Levy Director of Policy and Strategy Vision Ridge Partners [email protected]

Kevin Miller Director, Public Policy ChargePoint [email protected] Infrastructure Planning and New Mobility

Lang Reynolds Electric Transportation Manager Duke Energy [email protected]

Lincoln Wood Product Manager Southern Company [email protected]

Mark Ferron Member, Board of Governors CAISO [email protected]

Matthew Lehrman Energy Strategy Coordinator City of Boulder [email protected]

Max Tyler Climate Activist [email protected]

Mike Backstrom Managing Director Southern California Edison [email protected]

Pete O'Connor Energy Analyst Union of Concerned Scientists [email protected]

Philip Jones Board Advisor Energy Impact Partners (EIP) [email protected]

Robert Welch President - Prime Mover Energy Crafters [email protected]

Thomas Ashley VP, Policy Greenlots [email protected] LMI-Focused Utility Business Models

Danielle Murray Solar Manager Austin Energy [email protected]

Debra Roepke Project Manager, SUNDA National Rural Electric Cooperative Association [email protected]

Eleanor Stein Professor Albany Law School [email protected]

[email protected] Isabelle Hazlewood Associate Manager Connecticut Green Bank m

Jef Mauk Executive Director National Caucus of Environmental Legislators [email protected]

jessica@allianceforagreeneconomy. Jessica Azulay Program Director Alliance for a Green Economy org

John Farrell Director, Energy Democracy Institute for Local Self-Reliance [email protected]

Judd Moritz Senior Vice President Simple Energy [email protected]

Larsen Plano Principal, Integrated Grid Planing PG&E [email protected]

Laurie Vaudreuil CEO Mosaic Power [email protected]

Luis Reyes Chief Executive Ofcer Kit Carson Electric Cooperative, Inc. [email protected]

Santiago- Melanie Program Director, Low-Income Solar Access Vote Solar [email protected] Mosier

Michael Smith VP Tech and Business Strategy Electric Cooperatives of South Carolina [email protected]

Michael DiRamio Manager, Strategic & Interagency Initiatives U.S. Department of Energy [email protected]

Stephan Roundtree Environmental Policy and Advocacy Coordinator WE ACT for Environmental Justice [email protected]

Tamara Bryan Project Specialist Consolidated Edison [email protected]

Tom Figel Policy & Regulatory Manager - Community Solar GRID Alternatives [email protected] Rate Design Pathways

Anne Hoskins CPO Sunrun

Beia Spiller Senior Economist Environmental Defense Fund

Briana Kobor Regulatory Director Vote Solar

Chris Rose Executive Director Renewable Energy Alaska Project (REAP)

Christopher Villarreal President Plugged In Strategies

Craig Berry Attorney Advisor District of Columbia Public Service Commission

Daniel Harms Manager of Rate, Technology & La Plata Electric

Jan Ahlen Senior Regulatory Afairs Manager National Rural Electric Cooperative Association (NRECA)

Karl Rabago Executive Director Pace Energy and Climate Center

Leland Snook Director, Rates & Rate Strategy Arizona Public Service

Obadiah Bartholomy Manager, Distributed Energy Stragegy Sacramento Municipal Utility District

Russell Garwacki Director Southern California Edison

Sean Gallagher VP State Afairs Solar Energy Industries Association (SEIA) Smart Heating Electrification

Alec Mesdag VP & Director of Energy Services Alaska Electric Light & Power Co. [email protected]

Matt Carlson CEO Aquanta Inc. [email protected]

Ankur Maheshwari Sr. Product Manager Rheem [email protected]

Brett KenCairn Senior Climate + Coordinator City of Boulder [email protected]

David Lis Director of Technology and Market Solutions Northeast Energy Efciency Partnerships (NEEP) [email protected]

Devra Wang Program Director Heising-Simons Foundation [email protected]

Dylan Heerema Technical and Policy Analyst Pembina Institute [email protected]

Eric Dubin Sr. Dir Utilities and Performance Construction Mitsubishi Electric Cooling and Heating [email protected]

Kevin Schwain Director, Program Strategy & Development Xcel Energy [email protected]

Micah Lang Senior Green Building Planner City of Vancouver [email protected]

Neil Veilleux Vice President Meister Consultants Group [email protected]

Pierre Delforge Senior Scientist Natural Resources Defense Council (NRDC) [email protected]

Sean Armstrong Managing Principal Redwood Energy [email protected]

Steven Corneli Principal SCEI [email protected] Utility Business Model Pathways

Catherine Mitchell Professor of Energy Policy University of Exeter [email protected]

Edward Smelof Managing Director Vote Solar [email protected]

Public Utility Commission of Elaine Prause Senior Regulatory Advisor [email protected] Oregon

James Fine Senior Economist Environmental Defense Fund [email protected]

Josh Gould Department Manager, Utility of the Future Consolidated Edison [email protected]

Justin Segall President and Founder Simple Energy [email protected]

Kate Strickland Senior Associate, 51st State Initiative Smart Electric Power Alliance [email protected]

Marisa Uchin Senior Director, Global Regulatory Afairs Oracle Utilities [email protected]

Melissa Miyashiro Chief of Staf Blue Planet Foundation [email protected]

Michael O'Boyle Power Sector Transformation Expert Energy Innovation [email protected]

Michele Negley Senior Vice President CLEAResult [email protected]

Director, Energy Strategy, Research & Rachel Huang SMUD [email protected] Development

Robert Sipes VP Western Carolinas Modernization Duke Energy [email protected]

Rolf Nordstrom President, CEO Great Plains Institute [email protected]

New York Department of Public Rudy Stegemoeller Special Assistant for Energy Policy [email protected] Service

Sarah Wright Executive Director Utah Clean Energy [email protected]

Val Jensen SVP Customer Operations ComEd [email protected] Value Stacking for DERs

Allison Clements Founder goodgrid, LLC [email protected]

Andrew Merton Statistician and System Analyst Spirae [email protected]

Carl Linvill Principal Regulatory Assistance Project [email protected]

Clare Magee Principal GTM/Wood Mackenzie [email protected]

Danielle Byrnett Senior Advisor/Energy Efciency U.S. Department of Energy [email protected]

Elizabeth Wilson Director, Irving Institute for Energy and Society Dartmouth College [email protected]

Eric Lockhart Project Leader NREL [email protected]

Gabriel Petlin Supervisor Grid Planning and Reliability California Public Utilities Commission [email protected]

H Ward Camp Principal East Fork Group [email protected]

Jessica Harrison Director of R&D MISO [email protected]

Jhi-Young Joo Research Scientist Lawrence Berkeley National Laboratory [email protected]

[email protected] Kevin Hernandez Manager ScottMadden, Inc. m

Lizzie Rubado Program Strategies Manager Energy Trust of Oregon [email protected]

Lorenzo Kristov Principal California Independent System Operator [email protected]

norman.sendler@libertyutilitie Norm Sendler Director, Strategic Development Liberty Utilities s.com

Scott Vogt V.P. Energy Acquisition ComEd [email protected]

Tanguy Hubert Senior Engineer Electric Power Research Institute (EPRI) [email protected]

Troy Anatra VP Strategic Accounts Enbala Power Networks [email protected] RMI Staff and Host Team

Anthony Teixeira Rocky Mountain Institute Value Stacking for DERs [email protected]

Claire Henly Rocky Mountain Institute Blockchain and Transactive Energy [email protected]

Coreina Chan Rocky Mountain Institute Host Team [email protected]

Dan Cross-Call Rocky Mountain Institute Utility Business Model Pathways [email protected]

Elizabeth Pinnington Reos Partners Host Team [email protected]

Garrett Fitzgerald Rocky Mountain Institute Infrastructure Planning and New Mobility [email protected]

James Newcomb Rocky Mountain Institute Host Team [email protected]

James Sherwood Rocky Mountain Institute Rate Design Pathways [email protected]

Jamil Farbes Rocky Mountain Institute Distributed Grid Infrastructure [email protected]

Jason Meyer Rocky Mountain Institute Host Team [email protected]

Joe McCarron Reos Partners Host Team [email protected]

Lauren Black Black Badger Events Logistics [email protected]

Leia Guccione Rocky Mountain Institute Host Team [email protected]

Mark Silberg Rocky Mountain Institute Host Team [email protected]

Mark Dyson Rocky Mountain Institute Distributed Grid Infrastructure [email protected]

Mike Henchen Rocky Mountain Institute Smart Heating Electrifcation [email protected]

Rachel Gold Rocky Mountain Institute Rate Design Pathways [email protected]

Sherri Billimoria Rocky Mountain Institute LMI-Focused Utility Business Models [email protected]

Todd Zeranski Rocky Mountain Institute Marketing and Communications [email protected]

Virginia Lacy Rocky Mountain Institute Host Team [email protected]

Justin Barbin Photographer

Stefan Wisnoski Videographer