Shmuel S. Oren

2023-2024	Chilean System Operator (CEN) - Co-designer of electricity market reform.
2021-2023	ARPA E PROJECT (SMARTS) - Member of research team developing new technology and economic methodology for integration of curtailable devices behind the meter into wholesale electricity markets.
2019-2020	Central America Regional Transmission Organization - Adviser on design of transmission rights market.
2016-2017	International Development Bank - Evaluation of the 2015-16 energy crisis in Colombia and recommendation for market reform.
2016-present	Israel Public Utility Authority, Adviser on restructuring the Israeli Power Industry
2017	CELSIA Colombia, Evaluation of Demand Response Opportunities in the Colombia electricity market
2012-2015	California Independent System Operator - Member of Market Survailance Committee which advises the Board of Governors on market design issues and stakeholder initiatives.
2006-2009	California Public Utility Commission - Consultant to the Energy Division on issue related to generation adequacy and capacity markets. Participated in stakeholders workshops and preparation of CPUC Energy Division white paper.
2001-2009	Public Utility Commission of Texas (2001 - 2009) - Senior adviser to the Market Oversight Division, reviewing market protocols and proposed reforms for transition to a nodal market. Testifying on a regular basis before the Commission and speaking at technical conferences.
2007	ISO-New England - Evaluating the implication of the forward capacity market (FCM) rules on market monitoring. Preparation of Market Mitigation Assessment report (with Robert Wilson)
2007	ECOLGEN Colombia - Evaluating the regulator's proposal for a firm energy auction.
2007	Korean Power Exchange (KPX) - Invited keynote speaker at workshop on demand response.
2006-2007	EPRI/EDF - Review of generation adequacy approaches with implication for Europe.
2006	Korean Power Exchange (KPX) - Invited keynote speaker at a workshop on generation adequacy and capacity markets.
2005	FERC - Invited panelist in technical workshop on the subject of Long Term Transmission Rights.
2005	CPUC - Invited speaker at CPUC workshop on Capacity Mechanisms.
2004	EPRI - Co-author of study on risk management and generation adequacy assurance in restructured electricity markets.
1995-2004	EPRI - Consulting on electricity market design initiatives
2004	EPRI - Co-authored study on integration of markets and systems operation.
2003	Peruvian Electricity Regulator (OSINERG) - Prepared (in affiliation with LECG in 2003) an evaluation and recommendation report on proposed generation market reforms in Peru.
2003	California Independent System Operator (CAISO) - Served as independent reviewer of the CRR study performed by the CAISO..
2002	Pacific Corp - Served as expert witness representing Pacific Corp in litigation before FERC to overturn long term contracts signed during the California energy crisis. As part of my direct testimony preparation I reviewed the contracts that were signed and conducted calculation to price out the lost option value resulting from the FERC imposed cap after the contracts were signed. (Dockets EL02-80- 001-002, EL02-81- 001-002, EL02-82- 001-002, EL02-83 -001-002, Pacific Corp vs. Reliant, Morgan Stanley, Williams, El Paso.)
2002	National Grid Company USA - Co-authored a white paper (in affiliation with Analysis Group Economics) about the implication of the ERC SMD on transmission investment incentives.
2002	DOE - Member of task force on National Electricity Grid Study and co-author of two (out of the six) white papers included in the study on systems operations and on transmission business models
2002	Kyushu Electric Company - Japan - Co-authored (under contract to EPRI) a review of electricity markets reforms around the world and implications for Japan.
2001-2002	Polish System Operator - Participated (under contract to EPRI) in evaluation of the Polish electricity market reform.
2002	Alberta Energy Utility Board - Served as independent reviewer of a comprehensive evaluation, commissioned by the EUB, of the Alberta electricity market structure.
2000	Brazilian Electricity Regulator (ANEEL) - Served as independent evaluator of the whole sale market rule
2000	BART - Served as expert witness representing BART in litigation before FERC disputing reliability charges assessed by the CAISO on grandfathered transmission customers (Docket ER00-2360-000, Bart vs. PG& E).
2000	FERC - Invited panelist at FERC technical workshops conducted during preparation of the SMD NOPR on the topics of Transmission Rights and on Generation Adequacy.
2000	Edison/Mission - Participated (in affiliation with Analysis Group Economics) in study of bidding strategies and market modeling for the UK electricity markets.
1998	Entergy - Member of a team developing a "Blue Print for Transmission" (published as a book) describing an alternative to SMD based on performance based regulated TRANSCOs
1996-1999	Hagler Baily Inc. - Worked as Senior Adviser, providing technical assistance to the full time staff in responding to RFPs, executing various consulting projects and in internal development activities. Guided the development of methodology for electricity supply contracts and portfolio valuation and for generation asset pricing to support divestitures decisions and procurement activities by clients.
1998	EIX - Developed (in affiliation with Hagler Bailly Co) a Stochastic Dynamic Programming methodology for optimal dispatch of water in the Big Creek system, so as to optimize response to PX prices.
1993	PG&E - Consulting on use of a hydro thermal scheduling algorithm (HTO) for contract valuation
1989	New England Electric System (NEES) - Developed (under contract to EPRI) methodology for dispatch and pricing of interruptible service contracts to reduce capacity deficiency payment
1998	Niagara Mohawk Power Co. - Study (under contract to EPRI) alternative interruptible service contracts
1980-1988	EPRI - Co developer of the PRISM project: A study of product differentiation strategies and priority pricing schemes to induce demand response and design of interruptible service contract.
1972-1980	Xerox Palo Alto Research Center (1972-1980) - Member of technical staff. Developed decision models for product development. Was responsible for development of a market simulation model that facilitated the development and launching of the first laser printer. That project was a runner up for the INFORMS Edelman Prize.

SOCIETY MEMBERSHIP

National Academy of Engineering member
Institute for Operations Research and Management Science (INFORMS), Fellow
International Association of Energy Economists
IEEE, Fellow
Mathematical Programming Society

AWARDS

INFORMS-ENRE 2021 Hotelling Medal for Lifetime Achievement in Energy
IEEE PES Outatanding Power Engineering Educator Award, 2021
Felix Hoffler Memorial Lecture Award, EWI Cologne, Germany, 2019
The Berkeley Citation, 2018
Member, National Academy of Engineering, 2016
Fellow, INFORMS, 2004
Life Fellow, IEEE, Power and Energy Systems, 2002
INFORMS Best Publication in Energy, 2015
INFORMS Best Publication in Energy, 2010
INFORMS Best Publication in Energy, 2008
INFORMS Edelman Prize Finalist, 1980

EDITORIAL BOARDS

International Journal of Operations Research, Member of Editorial Board
Energy Systems, Member of Editorial Board
Journal of Decision and Risk Analysis, Member of Editorial Board
Guest Co-Editor of a Special Issue of Decision Support System
Operations Research, Area Editor for Energy, Environment and Natural Resources
Guest Co-Editor Energy Economics
Co-Editor Special issue of Mathematical Programming on Optimization in Energy Applications
Co-Editor Operations Research Special issue on OR to the benefit of society

Updated July 2024

2006-	Earl J. Isaac Chair Professor in the Science and Analysis of Decision Making, Department of Industrial Engineering and Operations Research
1996-	Berkeley Site Director of Power System Engineering Research Center (PSerc).
2018-	Professor of The Graduate School, Department of Industrial Engineering and Operations Research
2016-	Affiliated Professor of Environmental Science and New Energy Technology, Tsinghua University, China
2015-	Professor, Tsinghua-Berkeley Shenzhen Institute
2020-	Member of Scientific Advisory Board, Institute of Energy Economics at the University of Cologne, Germany

1982 - 2018	Professor of Industrial Engineering and Operations Research .
2012 - 2015	Member of the Market Surveillance Committee (MSC) of the California Independent System Operator (CAISO).
2009 - 2011	Co-Chair of the joint College of Engineering and Haas School of Business Management of Technology Program at UC Berkeley
9/99 - 1/00	Visiting Professor, IIT, Madrid Spain.
8/93 - 10/93	Erskine Fellow, University of Canterbury, Christchurch, New Zealand.
1986 - 1992	Chairman, Department of Industrial Engineering and Operations Research, U.C. Berkeley.
5/92 - 7/92	Visiting Professor, American University of Armenia, Yearvan, Armenia.
7/85 - 1/86	Visiting Professor, Tel Aviv University, Israel.
1982 – 1984	Associate Professor, Department of Industrial Engineering and Operations Research, U.C. Berkeley.
1980 - 1982	Associate Professor, Engineering Economic Systems, Stanford University.
1972 - 1980	Consulting Professor Engineering Economic Systems, Stanford University.
1972 – 1980	Research Scientist, Xerox Palo Alto Research Center.
1970 – 1972	Teaching and Research Assistant, Stanford University.

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