Powering Strong Communities
Virtual Course

Strategic Rate Design: Trends and Distributed Generation Impacts

Part two of the Cost of Service and Rate Design Virtual Series. Review rate trends and strategies from utilities across the nation, and hear how others are integrating distributed energy resources and restructuring rates for electric vehicles, solar valuation, and fixed and variable cost recovery.
August 8, 2023
11:00am - 4:30pm Eastern

Register now!

Virtual Training

Join us as we hold this popular course as an interactive virtual session. It’s a convenient way to 'attend' the course, while still having the opportunity to interact with the instructor, your industry peers, and earn 5.6 CPE credits. This course combines real-time presentation, polling questions, real-world examples, Q&A and group discussion.

Timing

Attend the real-time session from 11 a.m.-4:30 p.m. Eastern on August 8. There will be two, 10-minute breaks and one 30-minute break from 1:30-2 p.m. ET.

Unable to make the live session? Recordings will be made available (automatically to those who register) a week after the session takes place.

Course Overview

The electric industry is changing, and policies related to customer rate structures are no longer consistent with how a utility’s costs are incurred. Rate setting in community-owned public power utilities must promote revenue stability while reflecting the community’s needs and goals, which may include environmental sustainability, economic development, fairness to customers, and rate stability. Catch up on industry rate trends and discover how other utilities are identifying and implementing rate strategies to promote energy efficiency, electric vehicles, solar generation, and customer satisfaction.

Course Topics

  • Considerations when developing a long-term rate strategy
  • Rate options for utilities both with and without AMI
  • Developing a strategic rate plan to meet long-term utility goals and properly recover costs
  • Valuation and billing methodologies for rooftop solar customers and battery storage
  • Rate structures and strategies for electric vehicle charging stations
  • Evaluating customer and demand charges, time of use rates, real-time pricing, coincident peak demand rates, identifying marginal costs, and setting a proper price signal
  • Special rates: economic development, rates for large customers, standby rates, rate structures to promote electric vehicles, etc.
  • Understanding power cost adjustment mechanisms
  • Developing standby rates for customers installing combined heat and power generators
  • Educating staff, management, governing bodies, and customers about long-term rate strategies
  • Utility rate trends and real-world examples

Course Level

Basic: No prerequisites; no advance preparation.

Attendees may also be interested in the Basic Cost of Service & Key Financial Concepts (August 1) virtual course. Register for both classes at a discounted rate!

Instructor

 Mark Beauchamp HeadshotMark Beauchamp, CPA, CMA, MBA, is president of Utility Financial Solutions. He has more than 35 years of experience in electric utility consulting and management. Mark has assisted hundreds of utilities with improvements to accounting and operation practices, risk assessments, cost of service, and competitive rate designs. He is a frequent speaker at industry conferences and teaches a variety of courses for APPA. He holds degrees in water purification technology and accounting, as well as a master’s degree in business.

Dawn LundDawn Lund is the vice president of Utility Financial Solutions, a consulting practice that specializes in financial planning, cost of service, and rate-setting for public power utilities. Dawn has over 25 years of experience in financial analysis for utility systems. She specializes in providing financial assessments, cost of service studies, and financial plans for utilities throughout the country, Canada, Guam, and the Caribbean. She teaches a variety of financial planning courses and regularly speaks at conferences and industry events for APPA and other organizations across the nation.  

Accreditation

The following continuing education credits will be provided, after successfully completing the live session. Completion certificates will be emailed out within two weeks of the session. Classes will be recorded, though certificates can only be awarded to those who participate in the live events (review requirements).

  • Recommended CEUs .5/PDHs 4.75/CPEs 5.6
    Field of Study: Specialized Knowledge

Pricing

Individual Course

Members* $575

Cost of Service/Rate Design Bundle** (Save 20%)

Members* $925

*Non-member pricing is double the member rate.
**The Cost of Service/Rate Design Virtual Series includes registration fees for both classes in the track: Basic Cost of Service and Key Financial Targets (Aug. 1) and Strategic Rate Design: Trends and Distributed Generation Impacts (Aug. 8).

See registration tab for more details and information on group discounts. 

Questions?

Registration/Billing
Email: [email protected]

Schedule/Content/Accreditation
Email: [email protected]

Registration

Register Now! 

Registration Fees

Bundled Series (Save 20%) 

Members*

Includes Both Courses $925

Individual Courses

Members*

  • Basic Cost of Service and Key Financial Concepts
$575
  • Strategic Rate Design: Trends and Distributed Generation Impacts
$575
*Non-member rates are double the member rate.

Group Discounts

Save money when your organization registers five or more people for the same class or the bundled series. The larger your group, the more you save! Registrations must be submitted on the same order (at the same time) to qualify for the group discount; discounts cannot be retroactively applied to previous orders. 

If you need assistance, contact [email protected].

Number of registrants

Discount
(per person)

1-4

n/a

5-9

$50

10-14

$100

15-24

$150

25+

$200

Cancellations/No-Show/Refunds/Substitutions

All events will be recorded and attendees will automatically receive a copy of the recordings, in case you can’t attend live.

Registrants who cancel in writing at least seven days before the first day of a course are entitled to a refund of their registration fee, minus a $50 cancellation fee. Registrants who cancel after that will not receive a refund, but attendee substitutions will be allowed for this event only. Registrants and no-shows who do not cancel at least seven days before the course start date are responsible for the full registration fee and are not entitled to a refund. 

Cancellation deadlines: 

  • Cost of Service and Rate Design Series Virtual Series (both classes): Cancellations must be received on/before July 25:
    • Basic Cost of Service and Key Financial Targets: Cancellations must be received on/before July 25
    • Strategic Rate Design: Trends and Distributed Generation Impacts: Cancellations must be received on/before August 1

Cancellation requests should be made through your My.PublicPower portal, or addressed to: [email protected]

Communication

  • 24 hours after registering: You’ll receive a confirmation email within 24 hours of registering, which contains some preliminary information.
  • 24 hours before: 
    • You’ll receive your Zoom login link the day before a course (sent from the APPA Academy’s Zoom account <[email protected]>)
    • You’ll also receive a final logistics email 24 hours in advance of a class. 
  • If you don’t receive this correspondence, email [email protected].

Course Access and Materials

  • Zoom Links: Zoom log in credentials will be sent out 24 hours before the start of the course.
  • Course Materials: Attendees will receive access to APPA’s secure online document portal a day before a course, where the eManual will be made available.
  • Recordings: Courses will be recorded and can be accessed through APPA’s document portal (within a week of the course), in case you can’t attend the live events. Recordings will be accessible for 90 days after the last session. Note: Continuing education credits can only be issued for attending live sessions.

Accreditation

Earn While You Learn!

Participate in virtual programs to earn Continuing Education Units (CEUs), Professional Development Hours (PDHs) and Continuing Professional Education credits (CPEs).

What educational credits are available?

You can earn the following kinds of continuing education credits for attending live sessions—provided the following requirements are met:

Requirements for Successful Completion

  • Attendees are required to attend and participate in 90% of each live session and complete an online evaluation at the end.

  • Partial credit cannot be given for partial attendance
  • Attendance is monitored by an APPA staff member during the event, through an online report log, and upon review of the post-event evaluation data
  • Completion certificates will available within two weeks of the last session in a live event (for those who meet the requirements) through you APPA member portal (access instructions will be provided).
  • Virtual sessions are recorded (attendees automatically receive access to recordings within a week of the last session), though continuing education credits can only be given for attending live events. Recordings will be accessible for 90 days after the last session.

IACET logoContinuing Education Units (CEUs): The American Public Power Association is accredited by the International Association for Continuing Education and Training (IACET) and is authorized to issue the IACET CEU. For information regarding certification status, attendance requirements and obtaining attendee transcripts, contact [email protected] or 202-467-2965. Verify our IACET Accreditation.

CPE logoContinuing Professional Education (CPE) Credits: The American Public Power Association 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. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. Unless noted, there are no prerequisites for the courses offered and no advance preparation is required. Courses are group-internet based offerings at the basic program level (unless otherwise noted). Credit hours and areas of study for the courses are listed on the individual course pages. For more information regarding administrative policies, such as clarification of requirements, complaints, and refunds, please contact [email protected].

Professional Development Hours (PDHs): The American Public Power Association’s educational practices are consistent with the criteria for awarding Professional Development Hours (PDHs) as established by the National Council of Examiners for Engineering and Surveying (NCEES). Course eligibility and number of PDHs may vary by state.

Additional Information

Format and Log-In Information

These classes will be offered on the Zoom meeting platform. These engaging and practical courses will feature real-time presentation, polling questions, Q&A, and group discussion. 

Communication

  • 24 hours after registering: You’ll receive a confirmation email within 24 hours of registering, which contains some preliminary information.
  • 24 hours before: 
    • You’ll receive your Zoom login link the day before a course (sent from the APPA Academy’s Zoom account <[email protected]>)
    • You’ll also receive a final logistics email 24 hours in advance of a class. 
  • If you don’t receive this correspondence, email [email protected].

Course Access and Materials

  • Zoom Links: Zoom log in credentials will be sent out 24 hours before the start of the course.
  • Course Materials: Attendees will receive access to APPA’s secure online document portal a day before a course, where the eManual will be made available.
  • Recordings: Courses will be recorded and can be accessed through APPA’s document portal (within a week of the course), in case you can’t attend the live events. Recordings will be accessible for 90 days after the last session. Note: Continuing education credits can only be issued for attending live sessions.

New to Zoom?

If you haven't participated in a Zoom meeting before, please download the Zoom web client from the Zoom Download Center. This will enable you to access all of the Zoom tools and functionality vs. using the web version. Then, visit Zoom.us/test to ensure you are able to join a meeting. 

If you are not able to download the Zoom web client, you can still participate via your Internet browser. We recommend using Chrome for the best results. If you use your Internet browser, your functionality may be more limited (for example, you will only be able to see one video feed at a time), and you will need to create a Zoom account. (account creation is a free and straightforward process, but you will want to do this in advance so you do not miss any part of the meeting).

  • Internet access: You will need a strong Internet connection to run the Zoom meeting platform. 
  • Audio and webcam: You will need to enable computer audio to listen and speak (alternatively a call-in number will be provided) and you will need a webcam to fully engage in the small group breakout exercises and discussions.

Privacy and Security

The American Public Power Association takes your privacy and security very seriously. For this reason, we have put the following security measures in place for this course:

  • A random Meeting ID
  • Password-protected
  • Enabled waiting room to screen meeting participants
  • Restricted screen sharing to hosts only

Code of Conduct

Participants agree to abide by the APPA Code of Conduct. If participants engage in unacceptable behavior as outlined in the code, the Association may take any action it deems appropriate, including but not limited to, expulsion from the current and future meetings, with no warning or refund.

Questions?