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Expert is skilled in high value contract negotiation as a counterparty to major petroleum, chemical and utility firms. He has represented financial firms, real estate managers, power plant developers and transmission providers. He has significant experience on both sides of business process outsourcing and its implementation including billing, contact centers, energy supply and management. He supported a two-year effort to maintain and grow large key commercial and industrial accounts. His allied responsibilities included the development of business models, negotiating positions, operations and support services for field forces, and regulatory support. This project resulted in the long-term retention of a significant majority of the client’s top 20 customers for periods of from 5 to 12 years.

Expert has been involved in the energy industry for over 30 years representing utilities, retailer energy providers and commercial and industry customers. He is skilled in the practical aspects of energy consumption for industrial, commercial, governmental and residential customers. His experience is supported by training as a mechanical engineer (he is licensed as a professional Engineer in PA and NJ). He has led projects in a wide variety of industries including petroleum, chemicals, glassmaking, non-woven fibers, food processing, casino-hotel, healthcare and commercial and residential real estate. He has a broad understanding of demand side measures that assist energy users in conserving and managing energy consumption without degradation of service or ability to produce their products or deliver their services. For commercial customers he has purchased large volumes of retail energy. He has assisted commercial and industrial clients in integrating on-site generating plants into its energy portfolio. On a theoretical basis he has prepared, analyzed and offered expert testimony in the utility forecasting of energy consumption.

Expert has a key understanding of utility and power generation energy economics having delivered expert testimony in a number of jurisdictions both for and opposed to utilities. He has a strong background in utility regulation and ratemaking coupled with broad experience as an operating manager at a utility and his consulting work with utilities and their customers and suppliers. Among his consulting areas is the competitive procurement of energy in deregulated environments. He has structured and executed competitive requests for proposals tailored to individual clients’ needs. Expert has prepared and defended on cross-examination long-term load forecasts and capacity plans. These load forecasts have covered residential, commercial, industrial and governmental load on a macro level. On a customer level, he has strong experience with load research, which measures customer load at discrete time intervals as short as 15 minutes and is used to build the customer load profile. Using his load research experience coupled with a corporate planning background, he has derived the key energy economics of businesses and processes rapidly.

Expert has a very wide ranging understanding and strong experience in utility operations, planning, financing and performance. As an operating manager with a utility, a vendor to utilities and a consultant serving utilities, energy retailers and their customers, he assisted clients in understanding the industry and forging strong relationships among the players. For the export development arm of a European government he has been engaged to develop and present to potential exporters of products and services a seminar detailing the cultural and business practices of North American utilities. For a high technology transmission and distribution equipment supplier, Expert supported an effort to accelerate market acceptance of the product. He analyzed the technology, application and marketing approach. Significant results included an in-depth analysis of a key stumbling block inhibiting early entry into a key candidate utility. For a major financial institution, Expert acted as project manager and subject matter expert to refine and implement a new inclusive consumer-billing medium for energy retailers. The engagement included the definition of the value chain, regulatory impacts, and the development of a marketing strategy and marketing implementation plan. For a major call center provider, Expert acted as the liaison with energy retailers seeking to outsource their call and contact center function. He also established business models, performance standards, fulfillment arrangements, pricing, emergency operating response, and contractual arrangements.

Expert acted as the lead witness in a long-term system planning regulatory investigation. He coordinated and had significant impact on load forecasting, demand side management, customer generation and its application to utility operations, utility owned and independent generation, and transmission planning. Expert has developed new projects and acquisitions, negotiated power purchase agreements, energy services agreements, fuel supply issues, site leases, and analyzed project financial positions. He successfully negotiated one of the first competitively bid power sales agreements with a public power entity and obtained the first IRS private letter ruling for a tax-exempt independent power financing. Expert led the filing of New Jersey’s first Notice of Intent for a Certificate of Need for a combined cycle power plant. He acted as the coordinator both internally and externally. Working with the NJBPU, he the led the utility’s development of its filing as the NJBPU was simultaneously developing its procedures and processes. This effort demonstrates his grasp of all aspects of energy supply, as it required a full examination of all alternatives to the subject power plant. Expert negotiated over 800 MW of long-term power purchase agreements with an aggregate value of over $9 billion, including developing significant dispatchability provisions. Unique to these arrangements were special contractual terms to ensure that the utility purchaser could depend on the full rated capacity of the power plant and a “takeover” clause to prevent non performance by the operator.

Expert led the filing of New Jersey’s first Notice of Intent for a Certificate of Need for a combined cycle power plant. He acted as the utility’s coordinator both internally and externally. Working with the NJBPU, he the led the utility’s development of its filing as the NJBPU was simultaneously developing its procedures and processes. The filing demonstrated the interrelationship between supply side generation and demand side conservation and efficiency measures. For this filing, Expert drew upon his experience as a member of the Electric Power Research Institute’s Planning Methods Committee. He was invited to join the New Jersey Board of Regulatory Commissioners Advisory Council on Electricity Planning and Procurement to transfer his knowledge of utility and independent power generation and development.

As both a participant and as a consultant, Expert has conceptualized, structured, developed, negotiated, and implemented a number of joint ventures in the utility, retail energy, financial services, customer service, petroleum, chemical and food processing industries. He has played a key role in the initial development of new retail ventures and the revitalization of existing outsourcing ventures.

Expert has over 20 years experience in land use planning. He is registered (although inactive) as a Professional Planner in New Jersey and as a Professional Engineer in Pennsylvania and New Jersey. Drawing upon his coursework at Rutgers University, he has been Chairman of a Zoning Board of Adjustment in a developing community responding to the advent of casino gambling. He has also been Vice Chairman of a Planning Commission in mature community that includes a portion of Levittown (PA) along with significant commercial regeneration activity. This wide range of experience has been applied as a consultant and operating manager to the permitting of sites for transmission lines, power generation facilities and on-site cogeneration installations. Expert has a strong ability to work with the community during public sessions to achieve positive feelings among the participants. Although appeals have been taken on a few occasions, no decision of his has ever been overturned, and his opinion in a major case was cited by the judge on appeal in depth.

Expert acted as the lead witness in a long-term system-planning subdocket. He coordinated and had significant impact on load forecasting, demand side management, customer generation and its application to utility operations, utility owned and independent generation, and transmission planning. He led the filing of New Jersey’s first Notice of Intent for a Certificate of Need for a combined cycle power plant. He acted as the utility’s coordinator both internally and externally. Working with the NJBPU, he the led the utility’s development of its filing as the NJBPU was simultaneously developing its procedures and processes. The filing demonstrated the interrelationship between supply side generation and demand side conservation and efficiency measures. For this filing, Hoard drew upon his experience as a member of the Electric Power Research Institute’s Planning Methods Committee. As a result of his varied experience, Expert was invited to join the New Jersey Board of Regulatory Commissioners Advisory Council on Electricity Planning and Procurement to transfer his knowledge of utility and independent power generation and development.

Expert has drawn on his American Arbitration Association training in arbitration and mediation to formally and informally resolves disputes. He has used this experience to resolve issues arising in land use planning cases in both developing and mature communities. As the sole arbitrator, Expert presided over an issue of energy price escalation with a value of over $1,000,000 annually. The arbitration included case management, discovery, depositions, extensive document exchange, six witnesses and a full briefing process. As defined in the parties’ initial power purchase agreement, the arbitrator had to render a fully detailed decision in order for the parties to continue their business relationship for the eight years remaining under the agreement. As chairman of a panel of three arbitrators, Expert was instrumental in the parties resolving a landlord tenant dispute over electrical submetering. The amount in question exceeded $750,000.

As a lead consultant, Expert supported a two-year effort to maintain and grow large key commercial and industrial accounts. His allied responsibilities included the development of business models, negotiating positions, operations and support services for field forces, and regulatory support. This project resulted in the long-term retention of a significant majority of the client’s top 20 customers for periods of from 5 to 12 years.For two utility clients he acted as project manager and subject matter expert on a joint client-consultant team comprised of 40 people. The engagement included customer management systems, contact (call) centers, new products and services, technology planning, and financial modeling of the venture. This project resulted in the creation of a new business entity for the energy industry. For four years and continuing, Expert has performed a process review and developed and executed a procurement process for electric supply in a deregulated environment for a residential real estate holding company. For a major credit card issuer he acted as project manager and subject matter expert to refine and implement a new inclusive consumer-billing medium for energy retailers. The engagement included the definition of the value chain, regulatory impacts, and the development of a marketing strategy and marketing implementation plan. For a public power utility consortium, Expert examined forward-looking marketing and financial plans, confirmed direction with the Board of Directors, assisted senior management to revise its strategic and operational plans and presented a recommendation for the future actions of the enterprise for consideration by the Board of Directors. Specific results included the revitalization of the existing management team, the Board of Directors’ adoption of that team’s strategic plan with a commitment to move forward and the immediate authorization of bonuses for the management team for its efforts.