PNWER/NCSL Energy Course Statement of Work July 12-15, 2009 Boise, Idaho
prepared for:
Jeff Morris CEO, Energy Horizon LLC Director, PNWER’s Energy Horizon
submitted by:
Yvonne Sertich Director, Executive Education College of Business and Economics University of Idaho Moscow, ID 83844-3161 Telephone: 208.885.8880 E-mail: yvonnes@uidaho.edu
January 21, 2009
INTRODUCTION This statement of work outlines the design and delivery of the first phase of a customized, non-credit certificate course for The Pacific NorthWest Economic Region (PNWER) and the National Conference of State Legislatures (NCSL). PNWER and NCSL have identified a need to train State legislators about how the North American energy infrastructure delivers energy to consumers. Key design features of phase one of the PNWER/NCSL Energy Course, as well as program philosophy, objectives, participants, and schedule are outlined. Program topics, proposed instructors, and the approach to program evaluation are also included, along with costs and a discussion of supporting materials.
DESIGN FEATURES AND PROGRAM PHILOSOPHY Certificate Program The University of Idaho will provide a Certificate of Completion and Continuing Education Units (CEU) for this course. Priority-Based Design The program content reflects the expressed needs of PNWER and NCSL leadership. Interactive Learning Environment Location, schedule, and classroom activities will be designed to create an interactive learning environment. Instructors will be available to participants to continue classroom dialog during meals, informal sessions, or one-on-one consultation. The instructional day will allow sufficient break and free time to enable participants to interact with one another. In the classroom, participants will be encouraged to challenge instructors and engage in discussion and debate.
MISSION AND OBJECTIVES The mission of the PNWER/NCSL Energy Course is to help State legislators develop: a basic knowledge of utility grid engineering and operating principles, an understanding of how the various energy sectors interface in delivering energy, an understanding of the timelines required to construct new energy infrastructure within the current regulatory requirements. Program participants will develop a thorough understanding of the protocols of the electric, natural gas, and petroleum infrastructure. In addition, they will develop an understanding of the challenges facing North American energy infrastructure and how regulatory requirements, construction cycles, and costs impact markets.
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PARTICIPANTS Program participants will represent State legislatures in the Northwest states of Alaska, Idaho, Montana, Oregon, and Washington and the Western Canadian provinces of British Columbia, Alberta and the Yukon Territory. The following guidelines are recommended for participant nomination and selection. Give broad representation to major divisions and geographic service areas. Seek demographic diversity. Select those able to attend all portions of the program. Select participants who will come with a commitment to learn and apply program materials.
PROGRAM MODULES Power System Concepts examines electrical terminology, equipment construction, and equipment operating theory. Learn: The basics of generation, transmission, and distribution. Electrical terminology, equipment construction, and equipment theory. How to communicate technical information using non-technical language. Length: one day Instructor: Skip Collier Power Grid Operations takes a detailed look at practical grid operations. Learn: About utility network operations, including control, protection, voltage regulation, etc. About distributed generation. Length: one half day Instructor: Skip Collier Natural Gas Production, Transmission & Delivery examines drilling, gathering, pipelines and distribution. Learn: The scope of the industry including production, pipelines and storage, and consumption. About natural gas supply and sources. About natural gas marketing. Length: one half day Instructor: Dick Moore Petroleum 101 examines the oil gathering process and refining capacity. Learn: About oil supply and sources. How oil and gas are separated at the well head. Market price forecast. Length: one half day Instructor: Dick Moore 3
U.S. Energy Industry—Today & Tomorrow provides an overview of energy consumption and supply and how much is domestic verses imported. Learn: How much energy we use annually and in what sectors. How much of our energy comes from coal, gas, nuclear, renewable, etc. About energy alternatives and the tradeoffs and limitations of those alternatives. About energy policy options and the implications and possible consequences of pursuing various options. Length: two hours Instructor: Dick Moore Strategic Leadership offers a perspective on the largest challenges facing the North American energy industry. Learn: How industry leaders are balancing core drivers such as capital investment, rising costs and prices, climate change, and energy efficiency. About integrated resource planning. About new technologies and when they may be commercially available. Length: two hours Instructor(s): executive panel tba
INSTRUCTORS Confirmed speakers include: A.R. “Skip” Collier is a course manager for Professional Trainings Systems, Inc. He has an extensive background in utility design, construction, maintenance, and operation. While working for the General Electric Company, he served as construction engineer, start-up engineer, and construction project manager. He was also an electrical engineer at Bonneville Power Administration. He holds an MBA from Portland State University. J. Richard Moore has more than 30 years experience in both regulated and unregulated segments of the energy industry. He has held senior management positions in oil and gas production companies, interstate and intrastate natural gas pipelines, gas and electric utilities as well as natural gas gathering, processing, and marketing companies. Dick previously served on the Board of Directors of the Gas Processors Association and currently holds an adjunct faculty position in the economics department at Richland College in Dallas, Texas. In addition to being a member of the University of Idaho Utility Executive Course faculty, he also serves as a speaker on energy topics for the Maguire Energy Institute at Southern Methodist University. He holds BBA and MBA degrees from the University of Oklahoma.
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PNWER/NCSL Energy Course
Draft Schedule July 12-15, 2009
Sunday 7/12 Monday 7/13 Power Systems Concepts 8:00 AM Tuesday 7/14 Power Grid Operations Wednesday 7/15 Petroleum 101 Thursday 7/16
[Skip Collier]
[Skip Collier]
[Dick Moore]
11:30AM
Lunch w/ conference Power System Concepts
Lunch w/ conference Natural Gas Production, Transmission & Delivery
Lunch w/ conference US Energy Industry-Today & Tomorrow [Dick Moore] Strategic Leadership [executive roundtable tba]
1:00 PM
[Skip Collier]
[Dick Moore}
Welcome Reception & Course Orientation 5:00PM
Open
Open
Closing Reception & Presentation of Certificates
7:00 PM
Group Dinner
Dinner w/ conference
Dinner w/ conference
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SUPPORTING MATERIALS Supporting materials for the program will include textbooks, related readings, and a course notebook. These materials will be determined in consultation with program instructors, program administrative staff, and PNWER. Reading and study required before the program begins also will be determined via joint consultations. All program participants will be notified of any advanced study requirements prior to program start.
PROGRAM EVALUATION The PNWER/NCSL Energy Course will involve several evaluation elements. The evaluation process will focus on participants, program topics, instructors’ material and style, and program administration. Participants will complete a pre-course self assessment form at the beginning of the program that asks them to assess their own level of knowledge of the key issues to be addressed in the program. After the program has concluded each participant will be asked to complete a post-course evaluation. Program topics will be evaluated at the conclusion of each session during the program. Participants will be asked to assess the relevance and usefulness of each segment. This information will be summarized at the completion of the program and made available. Participants will also be asked to assess instructor materials, use of teaching aids, style, and quality of presentation at the conclusion of each program segment. Program administration will be evaluated daily throughout the program via conversation with participants and faculty, as well as at the conclusion of the program through formal review.
COST The fee to deliver the PNWER/NCSL Energy Course in Boise, Idaho, for up to 30 participants is $90,044. PNWER/NCSL agrees to pay all participant travel, lodging, and meal costs, as well as facility charges. As a state funded institution, the University of Idaho requests 30 day payment terms. One half of the program fee will be invoiced on May 1, 2009. The remaining balance will be invoiced at the conclusion of the program.
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PROVIDER EXPERIENCE The University of Idaho College of Business and Economics develops and delivers the nationally and internationally-recognized Utility Executive Course (UEC), now in its 56th consecutive year. UEC has earned a worldwide reputation as the premier industry-driven executive education program designed specifically for utility leaders. Over 2,000 utility leaders from more than 100 companies in 17 countries have completed the course. World-class faculty, outstanding participants, a highly interactive learning environment and abundant opportunities for network building are hallmarks of the program. Spearheaded by a nationwide industry advisory committee, UEC offers a curriculum designed to accelerate the development of utility leaders so that they can quickly and confidently implement their corporate strategies in today’s dynamic environment. In addition to UEC, the College of Business and Economics develops and delivers customdesigned executive education programs for industry, and the University of Idaho Executive MBA Program. University of Idaho Program Management Team Yvonne Sertich is director of executive education for the College of Business and Economics where she is responsible for developing and leading industry-specific and custom-designed executive programs. Yvonne serves as executive director of the Utility Executive Course and director of the Executive MBA Program. She holds an undergraduate degree in organizational management from Whitworth University and an MBA from the University of Washington. Robin Shoemaker is program manager of executive education for the College of Business and Economics where she is responsible for the Utility Executive Course, Executive MBA Program, and custom-designed executive programs. She holds an undergraduate degree in human resource management from the University of Idaho.
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