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1 Commercial Energy Consumers Information Request # 1 For Timothy Schoechle, PhD 1. Exhibit 98 6C, Schoechle CV 1.1. Please provide a copy of Timothy Schoechle’s dissertation ‘The Privatization of Standardization: Enclosure of Knowledge and Policy in the Age of Digital Information. A copy may be obtained from UMI Dissertation Services (UMI number 3123287), ProQuest <http://www.proquest.com> 1.2. Please identify the current issues in the international standardization system on which Dr. Schoechle conducted research. History, processes, structure, consortia and privatization. 1.2.1. Did Dr. Schoechle conduct primary research on his dissertation topic? Yes. 1.3. Please provide the reference list for the research supporting public access and consumer policy. See dissertation. 1.4. Please provide a copy of Timothy Schoechle’s thesis “Emerging Consumer Policy Issues on the Information Highway” A copy may be obtained from the University of Colorado library. 2. Exhibit 98, 6C, Schoechle CV C9-14

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Page 1: CEC IR #1 - CSTS - Timothy Schoechle - 1-TS response...4" " It is not clear what is meant by “professional engineer”. Dr. Schoechle, in addition to academic experience, has been

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Commercial  Energy  Consumers  

Information  Request  #  1  

For  Timothy  Schoechle,    PhD  

 

 

1. Exhibit  9-­‐8  6C,  Schoechle  CV  

 1.1. Please  provide  a  copy  of  Timothy  Schoechle’s  dissertation  ‘The  Privatization  of  

Standardization:  Enclosure  of  Knowledge  and  Policy  in  the  Age  of  Digital  Information.  A copy may be obtained from UMI Dissertation Services (UMI number 3123287), ProQuest <http://www.proquest.com>

1.2. Please  identify  the  current  issues  in  the  international  standardization  system  on  which  Dr.  Schoechle  conducted  research.    History, processes, structure, consortia and privatization.

1.2.1. Did  Dr.  Schoechle  conduct  primary  research  on  his  dissertation  topic?  Yes.

1.3. Please  provide  the  reference  list  for  the  research  supporting  public  access  and  consumer  policy.  

See dissertation.

1.4. Please  provide  a  copy  of  Timothy  Schoechle’s  thesis    “Emerging  Consumer  Policy  Issues  on  the  Information  Highway”  A copy may be obtained from the University of Colorado library.  

2. Exhibit  9-­‐8,  6C,  Schoechle  CV  

 

C9-14

markhuds
FORTISBC INC ADVANCED METERING INFRASTRUCTURE
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2.1. Please  provide  a  complete  list  of  Mr.  Schoeche’s  experience  as  an  Expert  Witness  including  topic  and  the  credentials  relied  upon.    Credentials: primarily standards body’s policies and practices and related engineering knowledge. These cases were related to patent litigation: 2002-12-16 to 2003-07-28 Cooley Godward, LLP On behalf of Kyocera Wireless Corporation Nortel Networks, Inc. v. Kyocera Wireless Corporation U.S. District Court for the Northern District of Texas, Dallas Division 2004-11-11 to 2006-01-26 Clayton Howrath, LLP On behalf of Vantage Controls, Inc. Vantage Controls, Inc. v. Lutron Electronics Co., Inc. U.S. District Court for the District of Utah, Central Division. 2006-07-27 to 2007-01-31 Finnegan, Henderson, Farabow, Garrett, & Dunner, L.L.P. On behalf of Telcordia Technologies, Inc. Telcordia Technologies, Inc. v. Alcatel USA, Inc. U.S. District Court for the District of Delaware 2007-08-17 to 2008-03-19 Finnegan, Henderson, Farabow, Garrett, & Dunner, L.L.P. On behalf of U.S. Philips Corporation U.S. Philips Corporation, Inc. v. Eastman Kodak Corporation U.S. District Court for the District of Delaware 2008-01-24 to 2008-05-01 Howrey, L.L.P. On behalf of U.S. Philips Corporation U.S. Philips Corporation, Inc. v. LG Electronics, Inc., Konica Minolta Photo Imaging U.S.A., Inc., et al U.S. Philips Corporation, Inc. v. Pantech Wireless, Inc., et al U.S. District Court for the Southern District of New York  

3. Exhibit  9-­‐8  6B  Schoechle  Report,  Getting  Smarter  About  the  Smart  Grid,  Cover  

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   3.1. Please  clarify  the  time  frame  with  which  Smart  Meters  will  ‘soon  be  obsolete’.  

They are already obsolete. “Obsolescence” refers to a technology or system that is out of date, outmoded, or no longer in use. Although the AMI standards were developed 20 years ago, it may be claimed that each element of some metering systems are not obsolete, but are actually state-of-the-art—wireless mesh or fiber backbone, the BPL technology, wireless HAN, the meters, the software, etc. But, obsolescence is with respect to some purpose. The question of obsolescence must be understood in regard to the system as a whole and to its purpose—not simply to each part in isolation. In this respect, some of the system may use newer technology, but the bottom line is that that most or all of most metering systems may have been largely obsolete at the time it was being installed.  3.1.1. Please  provide  an  estimated  service  life  of  the  smart  meters  to  which  Dr.  

Schoechle  refers.      The above quote from the Report does not concern service life, but rather to purpose as part of a system.

3.1.2. Please  identify  the  probability  or  certainty  of  Dr.  Schoechle  expected  timing  for  obsolescence.  They are already obsolete. Their purposes have been superseded by newer technologies and approaches that could better benefit consumers.  

4. Exhibit  9-­‐8  6B  Schoechle  Report,  Getting  Smarter  About  the  Smart  Grid,  iv  

 4.1. Is  Dr.  Schoechle  a  professional  engineer?    If  so,  please  provide  Dr.  Schoechle’s  

professional  engineering  designation  and  the  date  at  which  it  was  awarded.  

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It is not clear what is meant by “professional engineer”. Dr. Schoechle, in addition to academic experience, has been engaged in professional hands-on software and hardware engineering since 1974 (see CV).

4.2. Please  describe  Dr.  Schoechle’s  role  as  Secretary  of  ISO/IEC  SC25  Working  Group  1  Committee administration

4.2.1. Please  provide  the  mandate  for  Working  Group  Home Electronic System: standards for home and small building systems. Please refer to http://hes-standards.org, and to http://www.iso.org/iso/jtc1_home.html.

4.2.2. Please  provide  a  list  of  standards  developed  by  the  Working  Group  and  any  other  policies  or  reports  issued  over  the  last  5  years.  Information not presently available. Refer to http://www.iso.org/iso/jtc1_home.html

4.3. Please  describe  Dr.  Schoechle’s  role  as  Secretariat  of  ISO/IEC  SC  32  Data  Management  and  Interchange.  

Committee administration 4.3.1.  Please  provide  the  mandate  of  ISO/IEC  SC  32  Data  Management  and  

Interchange  Development of database, database application, and metadata standards

4.3.2. Please  provide  a  list  of  the  standards  developed  and  any  other  policies  or  reports  issued  over  the  last  5  years.    Information not presently available. Refer to http://www.iso.org/iso/jtc1_home.html.

4.4. Please  provide  a  list  of  the  national  and  international  standards  bodies  related  to  smart  grid  technology  in  which  Dr.  Schoechle  participates.  

ISO/IEC SC25 (Interconnection of IT equipment), SC25/WG1 (Home Electronic System), SC25 US TAG, SC25/WG1 US TAG, IEC PC118 Smart Grid Interface, PC118 US TAG, JTC1/WG7 Sensor Networks, SN1 Sensor Networks, JTC1/SWG on Smart Grid, NIST/SGIP Cyber Security Working Group (CSWG), SAE Hybrid Task Force (Society of Automotive Engineers)(  J1772 PEV conductive charge coupler (connector standard) [J2836 Vehicle charging use cases (draft use cases), J2847 EV/EV Service Equipment communications (draft protocols), J2931 Digital communication for plug-in EVs (draft requirements), J2953 Interoperability (draft conformance)]

4.5. Please  identify  the  types  of  ‘policy  issues’  addressed  by  the  national  and  international  standards  bodies  referenced.  Security, privacy, safety, sustainability, energy management, interoperability, environmental issues, etc. 4.5.1. Please  identify  any  non-­‐technical  policies  related  to  the  Smart  Grid    in  which  Dr.  

Schoechle  has  been  instrumental  in  developing  and  the  acceptance  of  those  policies  on  a  national  or  international  basis.  

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It is not clear what is meant above by “non-technical policies related to smart grid”. Technical and non-technical are closely interrelated and embedded in the technical standards. Many policies and standards created for other purposes can also be applied to smart grid applications.

4.5.1.1. Please  explicitly  identify  Dr.  Schoechle’s  experience  and  education  related  to  Canadian  and  BC  energy  policy  and  whether  or  not  he  has  provided  advice  to  Canadian  or  BC  governments.    No specific education, experience, or dealings with respect to Canadian or BC governments.

4.5.1.1.1. If  so,  please  provide  the  advice  or  recommendations  given.    

 5. Exhibit  9-­‐8  6B  Schoechle  Report,  Getting  Smarter  About  the  Smart  Grid,  Foreword  

   5.1. Please  explain  in  detail  the  role  in  which  Timothy  Schoechle  was  involved  in  developing  

standards  for  smart  meters  including  Advanced  Metering  Infrastructure.  Managed engineering team and attended standards meetings related to AMI standardization during the early 1990s. Developed proposals and prototype gateways for energy management and remote meter reading in the same timeframe for various clients including Hydro-Quebec/Videoway, Duke Power/BellSouth, Florida Power/BellSouth, Northern States Power/USWEST Advanced Technologies, Southern California Edison. These systems often employed cable TV or ISDN for communication with meters via premises gateways and in some cases employed CEBus powerline carrier for premises communication with meters. 5.1.1. Please  identify  the  task  and  year  for  each  standard  in  which  Timothy  Schoechle  

was  involved  that  relates  to  smart  meters  and  AMI.    Information not available.

5.2. Please  explain  in  detail  the  role  in  which  Timothy  Schoechle  was  involved  in  testing  smart  meters,  including  Advanced  Metering  Infrastructure.    

Information not available. 5.2.1. Please  identify  the  task  and  year  for  each  standard  in  which  Timothy  Schoechle  

was  involved  in  testing  smart  meters.    Information not available.

5.3. Please  provide  a  description  of  the  Smarthome  1  product  and  its  current  status  in  the  marketplace.  

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Low cost home automation system that was marketed 1984-1988 primarily by Heathkit (Heath-Zenith).

6. http://smarthomelaboratoriesltd.com/about.html  The  Smarthome  Laboratories  Founder  Timothy  Schoechle,  Ph.D.  Dr.  Schoechle  is  a  founder  of  BI  Incorporated,  pioneer  developer  of  RFID  technology,  and  former  faculty  member  of  the  University  of  Colorado  College  of  Engineering  and  Applied  Science.  As  an  entrepreneur  Dr.  Schoechle  has  been  engaged  in  engineering  development  of  electric  utility  gateways  and  energy  management  systems  for  over  25  years.  He  presently  serves  as  Secretary  of  ISO/IEC  SC25  Working  Group  1,  the  international  standards  committee  for  Home  Electronic  Systems  and  he  is  technical  co-­‐editor  of  several  international  standards  related  to  the  smart  grid.  He  is  an  expert  on  the  international  standards  system  and  serves  as  secretariat  of  ISO/IEC  SC32  Data  Management  and  Interchange.  He  holds  an  M.S.  in  telecommunications  engineering  and  a  Ph.D.  in  communications  policy  from  the  University  of  Colorado.  

 6.1. Please  confirm  that  the  mini-­‐bio  refers  to  the  Timothy  Schoechle  submitting  evidence.  

Confirmed. 6.2. Please  confirm  that  Smart  Home  Laboratories  Ltd.  Is  the  name  of  company  listed  and  if  

Dr.  Schoechle  has  a  financial  interest  in  the  company.  Confirmed.

6.3. Please  identify  the  energy  management  systems  Dr.  Schoechle  has  been  engaged  in  engineering  development  for.  Refer to 5.1 above. Also developed prototypes that had energy management features including Mitsubishi Home Automation System (c. 1988) and Maxon Smarthome II (c.  1990), Samsung SAM (Smart Apartment Manager) (c. 1991).

6.4. Please  provide  a  list  of  the  international  standards  relating  to  the  Smart  Grid  for  which  Timothy  Schoechle  is  technical  co-­‐editor.  Project editor ISO/IEC 15045, co-editing 15045-1, 15067-3, 18012-2  

7. Exhibit  9-­‐8  6B  Schoechle  Report,  Getting  Smarter  About  the  Smart  Grid,      Executive  Summary  page  2  

 

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7.1. Please  provide  Timothy  Schoechle’s  credentials  with  respect  to  assessing  energy  and  cost  savings  from  Smart  meters  including  that  relating  to  theft,  meter  reading  savings  and  Measurement  requirements.  Credentials include decades of experience in the field including engineering and applications.

7.2. Please  provide  Timothy’s  Schoechle’s  credentials  with  respect  to  business  case  analysis.  

Credentials include decades of experience in the field including academic study, entrepreneurship, business plan writing and presentation, and obtaining investment and venture capital funding.

7.3. Please  provide  any  report  written,  researched  or  referenced  by  Timothy  Schoechle    identifying  the  situations  in  which  Congress,  state,  local  governments  and  ratepayers  have  been  misled  regarding  the  energy  and  cost  saving  benefits  of  smart  meters  and  identify  the  amounts  by  which  they  were  misled.  

Referenced in Report. Further information not available.

7.4. Please  provide  Timothy’s  Schoechle’s  credentials  with  respect  to  assessing  information  provided  to  Canadian  Parliament,  provinces  and  local  governments  and  provide  any  reports  documenting  this  assessment.  No information available on what was provided.

7.5. Does  Timothy  Schoechle  believe  that  the  BC  provincial  government  and  ratepayers  have  been  misled  about  the  potential  energy  and  cost  saving  benefits  of  the  FortisBC  AMI  application?  

No information available on what was provided to the BC government. 7.5.1. If  so,  please  explain  the  ways  in  which  the  BC  government  and  ratepayers  have  

been  misled  about  the  potential  energy  and  cost  saving  benefit  with  respect  to  the  FortisBC  AMI  application.  

7.5.2.  Please  provide  Timothy  Schoechle’s  credentials  with  respect  to  conducting  cost/benefit  studies.  Credentials include decades of experience in the field including academic study, project and business management, business plan writing and presentation, and obtaining investment and venture capital funding.

7.5.2.1. Please  provide  revised  cost  and  saving  estimates  and  explain  the  manner  in  which  they  have  been  derived  and  the  forecasts  used.  Please see references cited in the Report.

7.6. Does  Timothy  Schoechle  believe  the  the  FortisBC  AMI  program  diverts  resources  that  should  be  used  elsewhere?  

No information available on specifically what the program includes. However it is well-known that there are far more effective alternatives available for consumer energy

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management, supply/demand grid balancing, and renewable integration than conventional AMI metering systems. 7.6.1. If  so,  please  identify  the  resources,  and  from  where  they  are  being  diverted.  

Such resources are ratepayer and taxpayer dollars. 7.7. Please  clarify  how  the  ‘key  elements  of  a  true  smart  grid’  will  not  be  met  by  the  

FortisBC  AMI  program.  No information available on specifically what the program includes. However it is well-known that there are far more effective alternatives available for consumer energy management, supply/demand grid balancing, and renewable integration than conventional AMI metering systems. Key elements that are typically missing from such systems include 1) broadband two-way communication, 2) general purpose premises gateway under the control of the consumer, 3) platform to support premises energy management, metering, security policies, privacy policies, and dynamic pricing mechanisms (such as transactive control strategies), and integration of premises based generation, use, and storage systems. Dedicated metering networks are generally extraneous, costly, and inadequate to the above purposes.

8. Exhibit  9-­‐8  6B  Schoechle  Report,  Getting  Smarter  About  the  Smart  Grid    Executive  Summary  page  2  and  Report  page  37    

 

   8.1. Please  provide  information  as  to  Timothy  Schoechle’s  educational  background  in  law  

and  quasi-­‐judicial  processes  such  as  utility  regulation.  Various graduate level courses and seminars relating to telecommunications law and regulation. Included working with law students and professors on organizing special seminars, debates, and events related to law and regulation.

8.2. Please  provide  a  précis  of  Timothy  Schoechle’s  experience  in  utility  regulation  specifying  in  each  circumstance  in  which  he  has  acted  as  or  for  a  utility  regulator,  applicant  or  intervenor.  No information available.

8.3. Please  provide  a  list  of  all  reports  directly  related  to  utility  regulation  authored  by  Timothy  Schoechle.  

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No information available. 8.4. Please  provide  clarification  as  to  the  meaning  of  the  word  ‘captured’  in  the  context  

used.  As stated above: A situation where regulators tend to serve the interests of those that they regulate rather than those of the public.

8.5. Please  explain  the  manner  in  which  regulators  have  been  ‘captured’  by  the  utility  interests  they  regulate,  and  why  this  is  inevitable.  This occurs for a variety of reasons including, under resourcing of regulators, revolving door between regulators and regulated entities, lack of mechanisms for public advocacy, money, political influence, etc. The literature on “regulatory capture” and on “public choice theory” is well-known and some key references are cited in the paper (see footnote 54). A useful and detailed history of regulation and its failures in the electricity industry is included in the book “Power Struggle: the 100 Year War for Electricity”, Richard Rudolph and Scott Ridley, 1986. According to this reference, in the case of electricity regulation, PUCs were not simply captured by, but actually created by the investor-owned utility industry beginning in 1907. 8.5.1.  Does  Timothy  Schoechle  believe  that  the  BCUC  has  been  ‘captured’  by  FortisBC  

in  any  manner?  Have no knowledge of such a situation in BCUC.

8.5.2. If  so,  please  explain  the  manner  in  which  the  BCUC  has  been  captured  by  FortisBC.  

8.5.3. Please  provide  any  reports  Timothy  Schoechle  has  written  documenting  explicit  ‘captured’  behaviours.  No information available.

 9. Exhibit  9-­‐8  6B  Schoechle  Report,  Getting  Smarter  About  the  Smart  Grid  Executive  Summary  

page  2  

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 9.1. Please  provide  information  as  to  Timothy  Schoechle’s  educational  background  and  

experience  in  macroeconomics  and  identify  any  titles  and  designations  held  in  this  field.    Various graduate level courses and seminars relating to telecommunications law, economics, and regulation. Included working with law students and professors on organizing special seminars, debates, and events related to law and regulation. No specific titles or designation are held.

9.2. Please  provide  any  studies  Timothy  Schoechle  has  conducted  with  respect  to  utility  business  models.  No information available.  

10.  Exhibit  9-­‐8  6B  Schoechle  Report,  Getting  Smarter  About  the  Smart  Grid  Page  8  

   10.1. Please  identify  the  communication  pathways  and  special  premises  equipment  

that  are  required  for  DR  systems  that  are  not  yet  standardized,  fully  developed  or  readily  available.  

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The principle relevant communication pathway is broadband access used for Internet access including cable, DSL, satellite and terrestrial wireless services, optical fiber (FTTH), and others. Some of these are developed and deployed and others are in development. Premises equipment includes established gateway/energy management devices (e.g., EnergyHub, Tendril Networks, etc.) and new gateway devices and standards (e.g., ISO/IEC 15045 (new international standard), the BIS Gateway (new standard in Germany). An example of a new advanced DR technology under development is known as “transactive energy” under development by U.S. DoE, IBM, OASIS, and others. 10.1.1. Please  confirm  if  this  equipment  is  currently  under  development  and/or  

undergoing  standardization.  Confirmed.

10.2. Please  provide  Timothy  Schoechle’s  credentials  in  assessing  the  level  of  pollutants  and  CO2  emissions  derived  from  different  energy  sources.  No specific credentials on this topic, but lots of experience reading and understanding research and living on the planet.

10.3. Please  provide  Timothy  Shoechle’s  credentials  in  determining  the  overall  benefit  from  improving  system  efficiencies  in  the  baseload.  See above. Also, improving baseload efficiency tends to be counterproductive.

10.4. Please  explain  the  term  ‘transactive  energy’  and  identify  all  the  the  “new  forms”  of  DR  being  referenced.  The term “transactive energy” refers to the general use of transactive control strategies or control strategies that utilize economic or psuedo-economic transactions or exchanges to inform and control energy use, generation, and storage facilities. These techniques employ network communication and broker agents and local premises agents, but stand in contrast to conventional DR which relies a centralized control strategy usually under the direct control or administration of a utility. It is an active area of research and development with some systems already deployed and others in development. It is impossible to list all the forms, but a special conference and workshop on transactive energy (Transactive Energy: Implementing the Future of the Electric System, May 23-24, 2013, World Trade Center) will be conducted in Portland, Oregon, under the sponsorship of the GridWise Architecture Council and the U.S. DoE.

10.5. Please  explain  the  term  ‘cheap’  in  the  context  of  the  proposed  system  especially  in  relation  to  the  cost  of  energy  being  provided.  This primarily refers to “cheap” as the free or zero fuel cost of renewable energy (e.g., wind, solar, etc.). It also refers to the economic benefits enjoyed by users being able to conveniently control their own energy, utilize distributed energy resources, and being unburdened of the costs of supporting an overbuilt utility infrastructure dependent on higher cost generation and cost recovery rates schemes.

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10.6. Please  provide  Timothy  Schoechle’s  experience  and  work  history  in  utility  resource  planning  and  renewable  resource  integration.  No information available.

 11. http://smarthomelaboratoriesltd.com/about.html    

The   Company’s   product—HomeGate™—consists   of   microprocessor   embedded   firmware  and   chips   used   to   implement   interoperability   gateways   for   homes   and   buildings.   The  firmware   and   chips   will   allow   proprietary   and   open   system   software   and   devices   to  communicate   within   a   home   or   business   facility   and   with   the   grid   in   a   way   that   is   not  possible  today.  A  proliferation  of  home  network  and  external  access  network  standards  and  technologies  have  created  a  lack  of   interoperability  between  products   in  homes  and  small  buildings   as   well   as   between   them   and   the   grid.   The   HomeGate™   gateway   and  interoperability  standards  are  designed  to  solve  this  problem.  

According  to  GWAC,  NIST,  and  the  DoE,  the  lack  of  true  product  and  system  interoperability  presents  the  single  most  costly  challenge  to  the  creation  of  the  smart  grid.  

The   Company’s   HomeGate   firmware   is   focused   specifically   on   connecting   consumers   and  business   users   to   the   smart   grid   and   to   energy   management   demand   response   (DR)  applications,  and  particularly   to  advanced  DR  applications.  Such  advanced  DR  applications  include  1)  Transactive  control  strategies  for  DR,  2)  on-­‐premises  autonomous  DR  load  control  methods,  3)  on-­‐premises  control  and  coordination  of  smart  (and  not-­‐so-­‐smart)  appliances,  management  of  solar  PV  and  wind  turbine  generation,  battery  storage,  and  plug-­‐in  electric  car  recharge  and  discharge.  

 11.1. Please  explain  what  the  HomeGate  gateway  is.  

No such product or device presently exists. It is simply research based on an abstract idea or goal at the present time.

11.2. Please  explain  what  “Transactive  control  strategies  for  DR”  are.  Please see section 10 above for description.

11.3. Please  explain  what  “on-­‐premises  autonomous  DR  load  control  methods”  are.  Please see section 10 above for description.

11.4. Please  provide  a  complete  list  of  the  company’s  firmware  offerings.    No firmware offerings are available.

11.5. Please  explain  if  the  products  and  services  are  currently  on  the  market. Only research and development engineering services are presently available

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11.6. Please  provide  a  price  or  estimated  price  of  any  product  or  service  currently  on  the  market  or  in  late  stage  development.    

Only research and development engineering services are presently available  

12. Exhibit  9-­‐8  6B  Schoechle  Report,  Getting  Smarter  About  the  Smart  Grid    page  9  

 

 

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 12.1. Please  document  the  significant  technical  challenges  that  would  accrue  with  a  

renewable  non-­‐baseload  electricity  supply  system.  These technical challenges include development of technologies and standards to support distributed control and premises energy management systems. These also include developing distributed fast peaking sources and storage. Also included may be Plug-in Electric Vehicles. Some of these challenges and technologies are identified in the Report or in literature cited in the Report (e.g., Farrell). Incorporating these capabilities and ramping up renewable sources is likely to be an incremental and  learning process. Reliance on inflexible baseload generation will impede the transition to renewable sources. Wasting resources on smart meter deployments will not help the transition to renewable energy. Fortis may wish to consider these technical challenges as a potential business opportunity and alternative to the smart meter business. 12.1.1. Please  explain  how  Figure  1b  would  not  waste  power  in  the  event  that  supply  

exceeded  demand.    No power would be wasted because the peaking supply would always track the renewable supply and the total demand, and would only be used when needed. For a clear explanation and tutorials of the baseload/renewable problem, please see  http://www.energyshouldbe.org.

12.2. Please  identify  who  would  be  responsible  for  providing  fast  peaking  sources  such  as  hydro,  storage  sources,  natural  gas  turbines  in  the  proposed  model  and  the  manner  in  which  they  would  be  compensated  and  the  capabilities  of  the  equipment  to  actually  perform  these  functions.  

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This is the intention of Transactive Energy. Control would be distributed throughout the system. This would include operators of specific sources/facilities and every user could potentially also be a generator or storage.

12.3. Please  estimate  the  capacity  that  would  be  required  to  ensure  adequate  supply  on  an  annual  basis  from  fast  peaking  sources  such  as  hydro,  storage  sources,  natural  gas  turbines.    No information available.

12.4. Are  there  areas  in  the  world  in  which  this  model  has  been  successfully  conducted?    Germany, in part. By giving priority to renewable energy over baseload (e.g., coal, nuclear, etc.), Germany has achieved over 20% renewable supply. It has the third largest installed wind capacity (behind China & U.S.). By implementing feed-in tariffs for rooftop solar PV, Germany become a world leader producing over 28 GW of solar PV (85% of which is rooftop; the total system ranges from a minimum of 20 GW to a maximum of 80 GW). Ref: SMA Solar Technology, AG <www.sma-america.com>. This has been achieved in part by wise regulatory policies and by developing smart inverters, but not yet the more technologies mentioned above (e.g., transactive energy). 12.4.1. If  so,  please  provide  documentation  as  to  the  number  of  years  in  which  it  has  

been  employed  and  the  literature  which  Dr.  Schoechle  has  reviewed  on  the  subject.  No information available.

 13. Exhibit  9-­‐8  6B  Schoechle  Report,  Getting  Smarter  About  the  Smart  Grid  page  11  

 13.1. Please  provide  Timothy  Schoechle’s  credentials  with  respect  to  financial  analysis.  

No information available in addition to academic and professional credentials and experience previously described.

13.2. Please  provide  Timothy  Schoechle’s  credentials  with  respect  to  the  balancing  of  energy  supply  and  demand  on  the  electric  system.  

No information available in addition to academic and professional credentials and experience previously described.  

14. Exhibit  9-­‐8  6B  Schoechle  Report,  Getting  Smarter  About  the  Smart  Grid  page  12  

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   14.1. Please  provide  Timothy  Schoechle’s  credentials  with  respect  to  evaluating  the  

economic  impact  of  the  Smart  Grid  Investment  Program.  No information available in addition to academic and professional credentials and experience previously described. 14.1.1. Please  identify  any  research  conducted  and  provide  any  papers  authored  by  

Timothy  Schoechle  with  respect  to  the  analyzing  the  benefits  accruing  to  metering  and  metering  network  manufacturers  including  Elster,  GE,  Itron,  Landi+Gyr,  Oncor,  Sensus,  Silver  Spring  Networks.    No information available.  

15. Exhibit  9-­‐8  6B  Schoechle  Report,  Getting  Smarter  About  the  Smart  Grid  page  13  and  page  40  

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 15.1. Please  explain  why  the  FortisBC  AMI  system  is  not  necessary  to  enable  time-­‐

based  rates.  No information available on specifically what the system includes. However conventional smart metering systems are a cumbersome and incomplete way to implement time-based rates because they do not provide the on-premises automated energy management equipment to make effective use of the rates. For examples of off-the-shelf products that could do a better job, see EnergyHub or Tendril Networks.  

15.2. Please  confirm  that  ‘better  technical  approaches’  refers  to  premises  gateways,  energy  management  systems  and  transactive  control  strategies.  See above. 15.2.1. If  so,  please  confirm  if  these  are  the  same  or  similar  products  as  those  offered  by  

SmartHome  Inc.  Not confirmed.

15.3. Please  provide  a  fulsome  analysis  of  the  superiority  of  the  technical  approach  referenced  in  contrast  to  the  FortisBC  AMI  project  including  a  cost  comparison.  No information available on specifically what the project includes.  

16. Exhibit  9-­‐8  6B  Schoechle  Report,  Getting  Smarter  About  the  Smart  Grid  page  17  

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 16.1. Please  provide  Timothy  Schoechle’s  credentials  with  respect  to  load  

management  .  No information available in addition to academic and professional credentials and experience previously described.

16.2. Please  identify  all  employment  experience  Timothy  Schoechle  has  at  an  energy  utility.  No such employment.  

17.    Exhibit  9-­‐8  6B  Schoechle  Report,  Getting  Smarter  About  the  Smart  Grid  Page  23  

   17.1. Please  provide  Timothy  Schoechle’s  credentials  with  respect  to  privacy  laws  and  

information  management.  No information available in addition to academic and professional credentials and experience previously described.

18. Exhibit  9-­‐8  6B  Schoechle  Report,  Getting  Smarter  About  the  Smart  Grid  Page  24  and  page  26  

   

 

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 18.1. Please  provide  Timothy  Schoechle’s  credentials  with  respect  to  health  research.  

No information available in addition to academic and professional credentials and experience previously described. 18.1.1. Please  provide  any  research  conducted  by  or  reports  written  by  Timothy  

Schoechle  with  respect  to  the  biological  effects  of  EMFs.  No information available.  

18.2. Please  provide  Timothy  Schoechle’s  credentials  with  respect  to  meta  analysis,    particularly  with  respect  to  health  studies.  No information availabl in addition to academic and professional credentials and experience previously described.  18.2.1. Please  provide  any  research  conducted  by  or  reports  written  by  Timothy  

Schoechle  with  respect  to  meta  analysis  of  health  issues  and  electromagnetic  frequencies.  No information available.  

19. Exhibit  9-­‐8  6B  Schoechle  Report,  Getting  Smarter  About  the  Smart  Grid  Page  31  

 19.1. Please  provide  an  estimated  cost  of  the  ‘stand-­‐by’  power  plants  and  the  cost  of  

energy  that  would  be  produced.  No information available.  

19.2. Please  provide  Timothy  Schoechle’s  credentials  with  respect  to  analyzing  the  cost  of  energy.  No information available in addition to academic and professional credentials and experience previously described. 19.2.1. Please  provide  any  research  conducted  by  or  reports  authored  by  Timothy  

Schoechle  regarding  the  cost  of  various  sources  of  energy.  No information available.  

19.3. Please  provide  Timothy  Schoechle’s  credentials  with  respect  to  analyzing  net  CO2  and  other  greenhouse  gas  emissions  from  different  energy  sources.  No information available in addition to academic and professional credentials and experience previously described.

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19.4. Please  provide  any  research  conducted  by  or  reports  authored  by  Timothy  Schoechle  regarding  CO2  and  greenhouse  gas  emissions.  No information available.  

 20. Exhibit  9-­‐8  6B  Schoechle  Report,  Getting  Smarter  About  the  Smart  Grid  Page  31    

   20.1. Please  provide  a  copy  of  the  paper  “Policy  Framework  for  the  21st  Century  Grid:  

Enabling  Our  Secure  Energy  Future  (NSTC,  2011)  and  file  with  the  BCUC.  The white paper may be downloaded at the website cited in the Report: <http://www.whitehouse.gov/sites/default/files/microsites/ostp/nstc-smart-grid-june2011.pdf>    

21. Exhibit  9-­‐8  6B  Schoechle  Report,  Getting  Smarter  About  the  Smart  Grid  Page  34  

 21.1. Please  provide  a  copy  of  the  Xcel  Energy  Smart  Grid:  A  White  Paper  and  file  with  

the  BCUC.  The White Paper can be downloaded at the website cited in the Report: <http://cleanefficientenergy.org/resource/xcel-energy-smart-grid-white-paper>

 21.2. Please  provide  specific  examples  of  the  language  to  which  Timothy  Schoechle  

objects.  Here following is a typical example from the White Paper:

Xcel  Energy’s  vision  of  a  smart  grid  includes  a  fully  network-­‐connected  system  that  identifies  all  aspects  of  the  

power  grid  and  communicates  its  status  and  the  impact  of  consumption  decisions  (including  economic,  environmental  and  reliability  impacts)  to  automated  decision-­‐making  systems  on  that  network.  This  vision  

leverages  the  multitude  of  vertical  system  solutions  currently  available  and  deploys  a  horizontal  integration  of  these  systems  into  a  real-­‐time,  automated  “neural  network”  that  will  manage  all  of  the  variables  involved  in  

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delivering  energy  to  the  consumer.  We  believe  this  vision  of  an  advanced  decision-­‐making  system  will  allow  Xcel  Energy  to  more  efficiently  deliver  energy  while  providing  consumers  with  valuable  information  for  better  decisions  

on  when,  where  and  how  to  consume  energy.  The  impact  will  be  a  greatly  improved  delivery  system  that  optimizes  the  impact  on  the  environment,  ensures  the  most  efficient  delivery,  and  maximizes  reliability.

 21.3. Does  Timothy  Schoechle  believe  that  grandiose  visionary  language  diminishes  

the  value  of  the  information  contained  in  the  report?  This depends on the situation, purpose, and context. In this case the value is vastly diminished because it turned out be false and intended to mislead and deceive regulators, public officials, and the public.

21.4. Does  Timothy  Schoechle  believe  that  inflammatory  language  should  be  toned  down  or  used  with  great  caution  in  policy  papers?  This depends on the situation, purpose, and context.

 22. Exhibit  9-­‐8  6B  Schoechle  Report,  Getting  Smarter  About  the  Smart  Grid  Page  34  and  35  and  

40  

 

   22.1. Please  provide  documentation  of  Timothy’s  Schoechle’s  credentials  and  

experience  analyzing  federal  energy  policy.  Please see CV.  

22.2. Please  provide  documentation  of  Timothy  Schoechle’s  credentials  and  experience  analyzing  fuel  price  trends.  

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No information available in addition to academic and professional credentials and experience previously described. 22.2.1. Please  provide  Timothy’s  Schoechle’s  forecast  of  the  following  fuel  prices:  oil,  

natural  gas,  solar,  wind  and  provide  the  reference  material  from  which  it  was  derived.  No information available.

22.2.2. Please  provide  a  description  and  quantification  of  government  subsidies  for  each  of  the  energy  sources  including  natural  gas,  wind  and  solar.  No information available.

 23. Exhibit  9-­‐8  6B  Schoechle  Report,  Getting  Smarter  About  the  Smart  Grid  page  42  

 

 23.1. Please  identify  the  ‘conventional  metering’  to  which  Dr.  Schoechle  refers.  

In this context, “conventional metering” is that which has been used for many years prior to the “smart meter” and their dedicated network installations. Such conventional meters might include analog meters or digital meters that can be read via telephone or premises equipment.

23.2. Please  identify  the  ‘smart  grid  applications’  for  which  conventional  metering  is  adequate.  Demand response or transactive energy. Also conventional energy management systems that interconnect using existing Internet broadband access cited in the quote above (e.g.,  EnergyHub, Tendril Networks, etc.).

24. Exhibit  9-­‐8,  6C  Schoechle  CV  page  1  

 

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24.1. Please  describe  the  state  of  Wi-­‐Fi  services  at  the  University  of  Colorado  and  whether  or  not  they  are  expanding  or  being  eliminated.  No information available.

24.2. Please  provide  the  same  information  for  other  locations  in  which  Timothy  Schoechle  regularly  works.  No information available.

24.3. Please  provide  copies  of  any  presentations  Timothy  Schoechle  has  made  to  the  University  regarding  RF  radiation  on  the  campus.  No information available.

24.4. Please  indicate  whether  or  not  the  offices  in  Timothy  Schoechle’s  department  have  any  wireless  equipment  installed  in  them.  No information available

24.5. Please  indicate  whether  or  not  Timothy  Schoechle  utilizes  wireless  internet    and  whether  or  not  his  colleagues  in  the  department  utilize  wireless  internet.  No information available

24.6. Please  indicate  whether  or  not  Timothy  Schoechle  has  knowledge  of  any  RF  studies  regarding  the  campus  at  the  University  of  Colorado  and  please  provide  copies  of  any  such  studies  if  they  exist.  No information available

24.7. Please  provide  a  description  of  an  activity  Timothy  Schoechle  has  participated  in  with  respect  to  RF  policy  at  the  University  and  or  the  State  level  No information available