Katrina McMurrian, CCIF Executive Director NASUCA 2016 Mid-Year Meeting New Orleans, LA June 7, 2016

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Katrina McMurrian, CCIF Executive Director NASUCA 2016 Mid-Year Meeting New Orleans, LA June 7, 2016

Brings together key people = state commissioners + consumer advocates + electric utility reps ( 3 core communities ) Earns trust by giving all 3 groups a voice and providing nonadversarial, safe environment for debate Develops consensus or at least an understanding & appreciation of varying perspectives (educational value) Encourages collaboration instead of confrontation 2

Produces credible reports that demonstrate support for key concepts to broader stakeholder community; demonstrate leadership of 3 core groups on a range of energy topics; initiate, inform or focus dialogue at the state level (regulatory policy dialogue and broader public policy dialogue); and focus on consumer aspects of key energy topics and often facilitate proactive consumer education & protection 3

CCIF Executive Committee: 1. Travis Kavulla 2. Bob Nelson NARUC President & MT PSC Vice Chairman NASUCA President & MT Consumer Counsel 3. David K. Owens EEI Executive VP of Business Operations & Regulatory Affairs CCIF Advisory Committee: 1. David Danner, WA UTC 2. Libby Jacobs, IA UB 3. Ellen Nowak, PSC of WI 4. Simon ffitch, WA AGO 5. Elin Katz, CT OCC 6. J.R. Kelly, FL OPC 7. Greg Bollom, Madison G&E 8. Wayne Harbaugh, BG&E 9. Phillip R. May, Entergy LA 4

Travis Kavulla Montana PSC Vice Chairman & NARUC President Bob Nelson Montana Consumer Counsel & NASUCA President David K. Owens EEI Executive Vice President of Business Operations & Regulatory Affairs 5

David W. Danner Chairman Washington Utilities and Transportation Commission Libby Jacobs Commissioner Iowa Utilities Board Ellen Nowak Chair Public Service Commission of Wisconsin 6

Simon ffitch Sr. Asst. AG & Public Counsel Division Chief Washington State Attorney General s Office Elin Swanson Katz Consumer Counsel Connecticut Office of Consumer Counsel J.R. Kelly Public Counsel Florida Office of Public Counsel 7

Gregory Bollom Assistant Vice President Energy Planning Madison Gas & Electric Company Wayne Harbaugh Vice President of Pricing & Regulatory Services Baltimore Gas & Electric Company Phillip R. May President & CEO Entergy Louisiana & Entergy Gulf States Louisiana 8

Large, open kickoff event to introduce a topic and initiate discussion among 3 groups; Join us: Saturday, Nov. 12, 2016 (2:00-5:00 pm) in La Quinta, CA Series of smaller, invitation-only summits where the 3 groups engage in facilitated dialogue; and Join us: probably March-May 2017 Report to share key takeaways with the broad stakeholder community and to serve as a foundation for outreach and additional dialogue. 9

Nov. 2010 Kick-Off: NARUC & NASUCA Annual Mtgs. in Atlanta Spring 2011 Summits: Phoenix, New Orleans & Baltimore July 2011 Report: 30 consensus principles of 74 participants 10

Nov. 2011 Kick-Off: NARUC & NASUCA Ann. Mtgs. in St. Louis Spring 2012 Summits: Dallas, Atlanta & Chicago Key Themes: 1) Transparency 2) Communication 3) Prioritization 4) Collaboration July 2012 Report: Key takeaways from 71 participants 11

Nov. 2012 Kick-Off: NARUC & NASUCA Annual Mtgs. in Baltimore Spring 2013 Summits: San Francisco, Atlanta & Newark July 2013 Report: Consensus framework, including 21 consensus principles of 99 participants 12

Nov. 2013 Kick-Off: NARUC & NASUCA Annual Mtgs. in Orlando Spring 2014 Summits: San Diego, Chicago & Boston July 2014 Report: Consensus framework, including 34 consensus principles of 109 participants 13

Nov. 2014 Kick-Off: NARUC & NASUCA Annual Mtgs. in San Francisco Spring 2015 Summits: Phoenix, DC, Chicago July 2015 Report: Consensus framework, including 20 consensus principles of approx. 75 participants 14

15

Consumers want energy needs met, have access to range of enabling technologies, and are increasingly willing to pursue non-traditional approaches that may have consequences on other consumers Consumer to be interpreted in broadest sense 3 core groups have collective interest in better meeting consumer expectations Other relevant initiatives underway 16

State Commissioners Consumer Advocates Electric Utility Reps Large Commercial / National Key Account Customers McDonalds, Microsoft, Staples, US Navy, Walmart, Whole Foods, etc. 17

November 2015 Kick-Off: NARUC & NASUCA Annual Meetings in Austin Spring 2016 Summits: 1) Chicago March 21-22 2) Miami April 6-7 (incl. Joint Session w/ NKA Workshop) 3) San Francisco April 28-29 July 2016 Report & Outreach 18

Consumer Objectives Cost Allocation Flexibility Economic Development System Planning & Integration Consumer Protection & Education Potential Approaches; Suggestions for Working Together Now 19

For participants, colleagues, and broader stakeholder community Different than past CCIF reports not solely consensus principles; additional perspectives included To be released in July 2016 at NARUC Summer Meetings in Nashville, TN 20

Introduction General CCIF information Topic Introduction Context & Principles Objective Statement Consumer Objectives Consensus Principles Regulatory Considerations 21

Roadmap for Meeting Consumer Needs at All Levels Formal and Informal Approaches Suggestions for what we can be working together on now Conclusion Objective Met Disclaimer Acknowledgments Future Initiatives 22

Appendix Recognition of Participants (name/org) CCIF Leadership Committees & Staff Overview of CCIF Events on Consumer Solutions NARUC Member Information NASUCA Member Information NKA Program & Customer Advisory Group (CAG) Information CCIF Track Record 23

Draft report review and approval June Official release of report in July @ NARUC Mtgs. Press release featuring Executive Committee quotes Report posted to CCIForum.com Outreach to stakeholders (large commercial customers, relevant associations and stakeholder groups, etc.) NKA Program reaction to CCIF initiative and follow-up efforts 24

How can we build upon the dialogue with NKA customers most effectively? Through CCIF, NASUCA, NARUC, etc.? 25

CCIF s 7 th Annual Kickoff Forum Collocated with NARUC & NASUCA Annual Meetings Saturday, November 12, 2016, at 2 5 pm at the NARUC conference hotel in La Quinta, CA Topic TBD 1-night hotel stipends: Commissioners & consumer advocates eligible but responsible for making own hotel reservations, including any additional nights to attend forum. Registration: Will open at CCIForum.com when NARUC meeting registration opens. No charge, but separate registration required. 26

What are other current topics in the electric arena for which the 3 groups could make meaningful progress (including potential consensus)? 27

28

Email: katrina@cciforum.com Phone: 615.905.1375 Website: www.cciforum.com Twitter: CCIForum 29

Katrina McMurrian, CCIF Executive Director NASUCA 2016 Mid-Year Meeting New Orleans, LA June 7, 2016