Energy Storage and Micro-grid Training & Certification Storage and Micro-grid Training & Certification A New Business Sector Proposal to ELECTRI International Bernie Kotlier, Executive

Energy Storage and Micro-grid

Training & Certification

A New Business Sector Proposal to ELECTRI International

Bernie Kotlier, Executive Director, Energy Solutions

The Joint Labor Management Cooperation Committee of California

January 21, 2015

San Diego, California

Thank You For This Opportunity to Present

Introduction and Justification • The Opportunity: Position ELECTRI/NECA members at

forefront of major new and rapidly expanding Energy

Storage and Micro-grids (ESM) sector.

• Accomplish through market differentiation by educating,

training and certifying electrical contractors, staff, &

electricians in best and most effective techniques to install,

commission, maintain, repair and retrofit ESMs

• ESM industry will grow rapidly;

revenue from 2015-2022

projected to be $30 – 40 billion

• Across the Country …

Character & Timing

• Current state of the ESM industry offers a

special and rare opportunity to set a high bar in

standards, training and certification

• Tremendous excitement in the ESM industry

over tech breakthroughs and accelerating

revenue: also great trepidation about image and

reputation.

• Last twenty years the ES industry has suffered

significantly from bad press primarily revolving

around the safety of batteries.

Some Lessons, Electric Vehicles

6

Chevrolet Volt Implicated in

Connecticut Garage Fire

7

Energy Storage Images

Public Perception of Energy Storage

In October 2007, Matsushita Battery Industrial Co. halted

production of lithium-ion battery cells at their Osaka, Japan

production facilities due to a fire which destroyed a

significant part of Matsushita’s Moriguchi City plant.

8

Energy Storage Images LG Chem experienced a devastating fire in March, 2008

which damaged one of the company’s rechargeable

battery plants south of Seoul, South Korea. Damages were

about $85 million with production capacity halted for more

than two months. https://www.frost.com/sublib/display-market-insight.do?id=123729013

9

LG-Chem Fire

Energy Storage Images

10

The massive global recall of lithium-ion laptop batteries made by

Sony Corp. totaled more than 7 million units, according to the U.S.

Consumer Product Safety Commission. The recall affected brands

including Sony, Fujitsu, Dell, Apple, HP, Lenovo and Toshiba. http://www.nbcnews.com/id/15254251/ns/technology_and_science-security/t/sony-laptop-battery-recall-widens/#.U4ZtEixOWUk

Dreamliner

11

Nightmare Liner

12

Headline: Boeing 787 'Dreamliner' jets grounded

following incidents involving battery failures

Goals & Objectives

13

For the ESM Industry, Avoid the Public Relations

Valley of Death

ESM Industry Needs & Wants

Contractors They Can Trust

• Trust is a critical factor needed for ESM

industry growth

• $Billions invested and at-risk

• Robust, highly respected training – and an

accompanying credential – will provide NECA

contractors with one more essential trust-building

tool that the ESM industry needs and wants.

The Time is Now

If the billions at-risk weren’t enough …

• The industry is young and the need for higher

standards has considerable support

• The new NEIS standards for energy storage,

on which the training will be based, are close

to completion

• No competing national ESM training and

certification entity has surfaced thus far

Arguments Against

• Wait for the jobs to train

• Certification is not “our” area of expertise

• BICSI and NABCEP

• Training non-electricians to do electrical work

• ESM is electrical work?

• Learning from Low Voltage and PV solar

• Early bird SME catches the worm, the utilities,

government agencies and customers

DoE Federal Plan

Who Will Be the Early Bird?

DoE News

Released December, 2014:

“Near-term goals of DOE’s Strategic Plan for

Energy Storage Safety include development of

codes, standards and regulations that enable the

deployment of safe energy storage systems.”

The Zero Net Energy Center JATC

Emerging Tech Training

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The “Product” • Requesting seed money of $85k. The ELECTRI product

has 2 components:

- complete 12-15% of training

- pay fund raiser to multiply the $85K by 6-7 times

via matching (to meet $500-600k total cost)

- Because its not complete, call it “initial product”

• ELECTRI “initial product” funded portion to be

completed within nine months of funding. No additional

requests.

• Completed curriculum and certification platform referred

to as “full product”. ELECTRI’s funding is a portion.

Training and Certification

• Comprehensive

• Rigorous

• Demanding exams for certification

• Third party administered

• Brand neutral, non profit

• Model: CALCTP www.CALCTP.org

21

Training Curriculum

• Base curriculum on NEIS standards

• And incorporate the NEC

• Blended learning

• Web based introductory prerequisites

• Lectures

• Hands-on training component

22

Product Development Advisory

• Todd Stafford, Executive Director, the Electrical Training Alliance

• Michael Johnston, Executive Director of NECA Standards and Safety, and Chair of the NEC Correlating Committee

• Professor David Riley, Penn State University

• Professor Venkat Srinivasan, Director, Energy Storage and Distributed Resources, Lawrence Berkeley National Laboratory

• Professor Mark Hartney, Director, Strategic Planning and Program Development, Stanford Linear Accelerator National Laboratory, Stanford, CA (Formerly, Program Director at ARPA-E)

• Dr. Erfan Ibrahim, Director, Strategic Innovations, GridSTAR

• Don Campbell, Chapter manager S. Nevada NECA

• Lenny Lynch, NECA Vice President, District 9

• James Greenberger, Executive Director, The National Alliance for Advanced Technology Batteries (NAATBatt)

• Kenneth Willette, division manager, public fire protection division, National Fire Protection Association (NFPA)

From: Todd Stafford <[email protected]> Date: Tue, Jan 20, 2015 at 6:09 PM Subject: Micro Grid and Energy Storage Training To: Bernie Kotlier <[email protected]> Bernie, First of all my apologies for not getting this email to you sooner. I want to let you know the Electrical Training ALLIANCE does support a collaborative effort as a partner in the effort to create a National Strategic Initiative in Energy Storage and Micro-grid Infrastructure Technology to Benefit NECA Contractors. We will utilize the assets of the ALLIANCE to help develop and generate curriculum as it related to training our industry. I shall work closely with Terry Coleman on our staff to follow through with ways the ALLIANCE can assist in the efforts and Terry will be able to work closely with you and your efforts to help in any way we may be able to. I think the collaborative effort will be beneficial to our industry and the ALLIANCE looks forward to offering courses and related to training Journeymen and Instructors in this area. I feel that the efforts to generate this training and associated curriculum is necessary to help prepare NECA Contractors and IBEW Journeymen to work within this specialized area of the electrical construction industry. Please do not hesitate to contact me if I may assist in any additional way. Todd W. Stafford Executive Director Electrical Training ALLIANCE

Collaboration with NEIS

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Michael Johnston Executive Director, Safety and Standards National Electrical Contractors Association

Stakeholders

• Electrical Training Alliance

• National Electrical Industry Standards (NEIS) staff

• ELECTRI members

• National Fire Protection Association (NFPA)

• Utilities

• National Laboratories and Universities

• JATC instructors and training directors

• ESM Manufacturers and Distributors

Consultants

Drawn from a pool of Subject Matter Experts

(SMEs)

• Penn State University

• GridSTAR

• Philadelphia Navy Yard

• Other energy storage and micro-grid experts

Collaboration is Key

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NEIS & NEC

Electrical Training Alliance

GridStar & Penn State

ESM Training & Certification

EC & ESM Industry

Input

NEIS & NEC

Grid Star & ESMTC Close collaboration and possible subcontracting with Penn State and GridSTAR will be particularly valuable. GridSTAR Center pursues three main value adding processes:

1. Research and demonstration test bed for smart grid technologies

2. Translation of research and demonstration lessons into university level courses and workforce development programs for first responders, and limited courses “about” ESM topics. They do have engineering courses on storage and smart grids, but they are not intended, nor comprehensive enough for workforce training settings

3. Enable business development to benefit electrical industry professional and manufacturers

Penn State/Gridstar does not have rigorous EC or electrician training programs on how to build and maintain ESM systems safely and efficiently, nor do they develop or offer hands-on craft worker training. Furthermore, Penn State/Gridstar is not involved in trade certification.

In Contrast

• In contrast to GridSTAR, this proposal is for seed funding

which would leverage the full development of a specific and

specialized technical workforce ESM training program that

does not exist.

• The full product would train contractors and electricians to

directly respond and support the needs of large battery

manufacturers, inverter manufactures, and integration firms

• They sell and finance energy storage and micro grid

projects, and need highly capable contractors to effectively

and safely install, commission, maintain, repair and retrofit

a wide range of Energy Storage devices and Micro-grids.

Work Plan

ELECTRI funded initial portion of the ESMTC completed within 9 months

• Month 1 (Feb, 2015): Hire curriculum development team

• Month 2 (Mar, 2015) Complete detailed nine month assignment schedule; begin creating the curriculum outline and synopsis.

• Month 3 (Apr, 2015): Meet with industry advisors and develop consensus for training and certification goals, continue creating curriculum outline, synopsis.

• Month 4 (May, 2015): Continue creating curriculum outline, synopsis. Begin curriculum sample sections

• Month 5 (Jun, 2015): Continue curriculum sample sections. Hire fundraiser

• Month 6 (Jul, 2015): Fundraising begins

• Month 7 (Aug, 2015): Fundraising continues. Wider industry input on training & certification

• Month 8 (Sep, 2015): Fundraising continues. Additional wider industry input

• Month 9 (Oct, 2015): Fundraising continues. Curriculum plan revised.

Product Information

Dissemination No initial ELECTRI product dissemination

When completed, the full training will be distributed to, and may be utilized by:

• NECA, for contractor education (no-fee license)

• Electrical Training Alliance distribution of training through the national JATC network

• Utility sponsor training centers and selected community colleges

• Universities if and when modified for engineering students

Benefit to the EC Industry

• Substantial benefits to ELECTRI and NECA members

• Simply greater market share

• Strong symbiotic relationship would develop between the

EC industry and the ESM industry through the ESMTC

• ESM industry wants and needs highly capable, safe and

expert contractors to mitigate risk

• trained and certified contractors will be the best risk

reduction insurance available.

• In return, distributors and manufacturers and certified

electrical contractors will all do substantially more

business.

Project Lead Experience

Bernie Kotlier currently serves on a number of boards

and commissions in these capacities:

Co-chair of the California Advanced Lighting Controls Training

Program (www.CALCTP.org),

National co-chair the Electric Vehicle Infrastructure Training

Program / EVITP

(www1.eere.energy.gov/cleancities/evitp.html)

Member of the CPUC Workforce Education and Training

Project Coordination Group

Member of the boards of directors of the California Clean

Energy Fund / CalCEF (www.calcef.org), and CalCharge

(www.calcharge.org).

Accomplishments

Relevant Training and Certification Program

Accomplishments

• CALCTP-AT training and certification now authorized by

state government

• CALCTP incentives offered by Sacramento Municipal

Utility District (SMUD)

• Multimillion dollar CALCTP incentive launching this week

by Southern Calif. Edison

• EVITP National training collaboration underway with

Electrical Training Alliance

Grants & Funding

(Is he any good at directing fundraising?) • $5,000,0000 DoL grant for CALCTP

• $1,000,000 in Utility funding for CALCTP

• $1,100,000 in State Employment Training Panel funds for CALCTP

• $250,000 private foundation grant for sales training

• $750,000 in State Employment Training Panel funds for EVITP

• $300,000 for advanced lighting controls training and certification for architects, engineers, and lighting designers

• $200,000 for advanced lighting controls training and certification for building operators

• Total raised for electrical energy training and certification in 6 years: $8.6 million

Budget

Category To Amount

Project management (PM)

Bernie Kotlier, project lead, CA LMCC Contribution

$0

PM associated travel CA LMCC Contribution 0

Curriculum development (CD)

Subject Matter Expert (SME) Consultants

38,000

CD associated travel Subject Matter Expert Consultants 7,000

Fund raising (FR) Fundraiser Consultant 28,000

FR associated travel Fundraiser Consultant 12,000

Total Requested $85,000

Budget Schedule

For When Needed Amount Requested

Payment 1 to consultants & travel reimbursement Feb 15, 2015 $9,000

Payment 2 to consultants & travel reimbursement Mar 15 11,000

Payment 3 to consultants & travel reimbursement Apr 15 12,000

Payment 4 to consultants & travel reimbursement May 15 16,000

Payment 5 to consultants & travel reimbursement Jun 15 12,000

Payment 6 to consultants & travel reimbursement Jul 15 11,000

Payment 7 to consultants & travel reimbursement Aug 15 8,000

Payment 8 to consultants & travel reimbursement Sep 15 4,000

Payment 9 to consultants & travel reimbursement Oct 15, 2015 2,000

Total $85,000

Questions?