UTILITY COMPANY PROGRAMS - ETCC€¦ · processing, primary metals, and schools) New Retrofit...

UTILITY COMPANY PROGRAMS Jonathan Livingston (Moderator), President and Founder, Livingston

Energy Innovations

Neil Sybert, Senior Energy Programs Advisor, Customer Programs Department, SDG&E

Leticia Ayala, Customer Programs Advisor, Southern Cal Gas Company

Robyn Zander, Project Manager, Energy Efficiency Division, Southern California Edison

Richard Jett, Manager, Market Segment Solutions, Energy Efficiency, Southern California Edison

UTILITY COMPANY PROGRAMS

Neil Sybert, Senior Energy Programs Advisor, Customer Programs Department, SDG&E

Presented to TRIO Symposium

March 12, 2010

•  Implementing Utility Energy Efficiency Programs

•  Third Party (3rd Party) Programs –  Part of the utility Energy Efficiency Portfolio of programs filed with the

California Public Utilities Commission (CPUC)

•  Request for proposals (RFPs) for utility designed energy efficiency programs or services –  For economic reasons –  Vendor better suited to provide service –  Consulting services

•  What is a 3rd Party Program? –  Non-IOU implementers (Energy Efficiency Contractors – EEC)

responsible for designing and delivering the program rather than implementing an IOU-designed program

•  Why is it important? –  Competitively bid Energy Efficiency (EE) Programs intended to

identify innovative approaches or technologies to improve investor owned utility (IOU) portfolio performance

–  These programs would focus on new program ideas to achieve or exceed the Commission’s savings goals

–  Performance or Non-Performance by the EEC is part of the CPUC’s evaluation of utility overall EE portfolio performance

•  The CPUC has directed that a 20% minimum of all IOUs portfolio budgets be designated for 3rd Party Programs

•  13 contractors managing 14 programs

•  Types of Programs offered •  Non-resource programs (informational programs): 4 •  Resource programs (programs that provide energy savings): 11

•  Program Markets •  Residential: 4 •  Non-Residential: 9

•  Planned RFP for 3rd Party Commercial Sector Program –  The RFP will be posted on our web in the near future –  Those interested can provide me a card – need email address

•  SDG&E is encourages Diverse Business Enterprises (DBEs), which are businesses that are one of the following: –  51% minority owned business –  51% service disabled veteran owned business –  51% women owned business

•  Must be certified by the CPUC


Leticia Ayala, Customer Programs Advisor, Southern Cal Gas Company

© 2006 Southern California Gas Company. All copyright and trademark rights reserved"

Contracting Opportunities in Energy Efficiency at SoCalGas 12 March 2010 TRIO Symposium

Third Party Programs in the 2010-2012 SCG Portfolio

The CPUC has directed that a 20% minimum of all IOUs portfolio budgets be designated for Third Party Programs

Third Party Programs in the SoCalGas Portfolio

• CPUC Definition of a Third Party: Non-regulated implementers of ratepayer funded energy

efficiency activities • SoCalGas is responsible for Administration and

performance of the EECs as part of our portfolio performance

• Performance or Non-Performance by EECs is part of the CPUC’s evaluation of SoCalGas’ Overall Performance

2010-2012 Cycle Third Party Programs

• 17 contractors managing 18 programs

• Programs offered • Non-resource programs: 7 • Resource programs: 11

• Program Markets • Residential: 8 • Non-Residential: 4 • Cross-cutting: 6

Other Opportunities for Contractors at SoCalGas

•  Contractor for Core or Partnership programs

•  Consultant for Energy Efficiency programs

Current Opportunities for Contractors

•  Energy Efficiency Contracting information available at: http://www.socalgas.com/eecontracting/

• No open RFP’s at this time

•  If you are interested in SoCalGas’ future Energy Efficiency solicitations please visit and register at: https://www.pepma-ca.com to receive a Call for Abstracts document


Robyn Zander, Project Manager, Energy Efficiency Division, Southern California Edison

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Third Party Solicitation Process Southern California Edison

Technology Resource Incubation Outreach March 12, 2010

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Overview

  Purpose

  The Approach

  Multiple Flights and Solicitations

  Statewide Bid Portal

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Purpose   To procure the most cost-effective and reliable energy savings in support of

the current Energy Efficiency Program cycle.

  Key objectives:   Focus on new innovative program ideas

  Improve the quality of the proposals and to ensure reliable, cost-effective programs are selected

  20% of all IOUs portfolio budgets must be third party

  Encourage Divers Business Enterprise ( DBEs)

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The Approach Statewide vs. Local

  Statewide Solicitations   Occur on a statewide level (i.e., all IOUs participate)

  Local Solicitations   Occur within an individual IOUs service territory

  Independent from other IOUs

  Each IOU responsible for document creation and distribution to bidders

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The Approach Types of Third Party Statewide solicitations:

  General Solicitation   Allows bidders to submit EE proposals without direction from IOU

  Calls for a two-stage submittal process,

  Release one RFP,

  One IOU takes lead on the development and release of RFP in close coordination with all participating IOUs

  Common scoring criteria

  Targeted Solicitations:   Provides potential bidders opportunity to respond to a general scope of work (e.g.,

- market segment-based, strategy-based, etc.)

  Calls for a one-stage process,

  Release one RFP per targeted solicitation, multiple targeted solicitations   One IOU takes lead on the development and release of RFP in close coordination

with all participating IOUs

  Common scoring criteria

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Statewide Bid Portal   Common solicitation process with a Web-based solicitation portal (PEPMA)

  Web-base solicitation portal is used for bidders to register for receiving RFPs

  https://www.pepma-ca.com

  Allows bidder to upload electronic proposals and store electronic versions of solicitation documents in each IOU “virtual room”

  Each IOU independently scores their proposals

SW RFPs 3rd Party Bids

Bid Portal

**

IOUs Review & Score

IOUs Submit Selections to CPUC

Peer Review Group Oversight

**One Lead IOU designee per SW RFP


Richard Jett, Manager, Market Segment Solutions, Energy Efficiency,

Southern California Edison

EDISON INTERNATIONAL®

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Energy Efficiency Business Portfolio

Richard Jett


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Unleashing the Power of IDSM

 Providing Customers a More Efficient, Better Integrated Suite of DSM Products and Services   Aligning the entire sales and marketing value chain

 Unleashing the Power   New energy management guides

  Integrated application and fulfillment process

  Redesigned Web site

  Application access through multiple channels


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What’s New?

  IDSM Marketing Material & Application -  Support and accelerate the customer decision making process

from awareness to action

  Expanded Portfolio of Services -  Audits, Benchmarking, Continuous Energy Improvement

(CEI), Retrocommissioning (RCx) and expanded service offerings designed to overcome market barriers beyond capital cost considerations and identify resource opportunities


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What’s New?, cont’d

  Segment Specific Third Party Programs  Programs designed to target specific markets (e.g. food

processing, primary metals, and schools)

  New Retrofit Measures and Incentives  Exterior Induction Features  LED Refrigerated Case Door Lighting  T8 to T8 Reduced Wattage Interior Lamp and Ballast Retrofit  Others

  Financial Mechanism Program  On-Bill Financing (OBF) expansion to cities and counties


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Funding History

$345


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Customer-Centric Portfolio

Addressing market barriers at each phase of a facility’s life cycle:

Building & Construction Operations

Site Planning, Building Design &

Engineering

Continuous Improvement

Retrofit Programs Statewide:

Commercial/G&I, Industrial, and Agricultural Third Party:

Office, Hospitals, Food/Beverage, and Others

Cross Cutting Programs

Comprehensive HVAC, Emerging Technologies, Codes & Standards, WE&T, and ME&O

New Construction Programs Statewide:

Savings by Design California Advanced Homes

Third Party: Sustainable Communities


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Market Barriers to Adoption of EE

  Lack of awareness regarding   Levels of energy performance in

existing facilities   Opportunities for greater

efficiency and cost savings in ongoing operations

  High-performance design strategies for new facilities

  Lack of technical expertise   Choosing the right measures to

maximize savings   Cost

  Initial capital cost   More than two year payback   Minimal upfront capital investment

capability   Structural disconnect between

capital and O&M budgets


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Offerings to Overcome Market Barriers

  Audits & Technical Services  Benchmarking  Basic audits   Integrated audits   Pump tests  Retrocommissioning

(RCx)  Continuous Energy

Improvement

  Incentives  Deemed per unit/

measure (Express)  Calculated per unit of

savings (Customized)   Direct Installation

 No-cost installation of energy efficient equipment

  Financing Mechanism  On-Bill Financing (OBF)


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Portfolio Structure Statewide,

Local & Third Party Programs


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Comprehensive HVAC, New Construction & Sustainability,

Workforce Education & Training, Others

Commercial/

G&I

Statewide

Local

Third Party

6 Implementers

Industrial

Financial Solutions

Agricultural

Cross Cutting

4 Implementers 1 Implementer

2010-2012 Portfolio Structure


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Program Description

Commercial/G&I Statewide-consistent suite of products and services to overcome the market barriers to energy efficiency, including Audits, Express Solutions, Customized Solutions, Direct Install, and Continuous Energy Improvement.

Industrial Statewide-consistent suite of products and services to overcome the market barriers to energy efficiency, including Audits, Express Solutions, Customized Solutions, and Continuous Energy Improvement.

Agricultural Statewide-consistent suite of products and services to overcome the market barriers to energy efficiency, including Audits, Pump Tests, Express Solutions, Customized Solutions, and Continuous Energy Improvement.

Portfolio Structure – C, I, & A Statewide Programs


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Third Party Programs

  Examples of targeted sub-segments are  Data Centers  Food/Beverage  Gases, Solid Waste  Office  Petroleum/Oil  Schools and Colleges

  Deliver the same offerings and incentives as the statewide Commercial/G&I, Industrial, and Agricultural programs

Portfolio Structure – Third Party Implemented Programs


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  New Construction & Sustainability   Savings By Design (SBD)   California Advanced Homes (CAHP)   Sustainable Communities (SCP)

  Comprehensive HVAC   Residential Energy Star Quality Installation   Commercial Quality Installation   Commercial Upstream Equipment  Quality Maintenance Program   Technology & Systems Diagnostics  HVAC Workforce Education & Training

Portfolio Structure – Statewide Cross Cutting Programs


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  Workforce Education & Training  Energy Centers  Building Operator Certification  Mobile Energy Unit

  Other  Emerging Technologies  Codes & Standards  Marketing, Education & Outreach  Strategic Planning & Implementation

Statewide Cross Cutting Programs, cont’d


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Portfolio Structure – Local On-Bill Financing Program

Offering description   Advances SCE’s strategy of using targeted and innovative

financing for EE

  Customers receive both an OBF loan and an incentive from an energy efficiency program

OBF Loan Amounts   Loans to Local Government $ 12 Million & Institutional Customers   Loans to Commercial, $ 4 Million Industrial, and Agricultural Segment Lending amount total $ 16 Million


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Loan caps as follows   The minimum loan: $5,000   Business Customer maximum: $100,000   Local Government & Institutional partners maximum:

$250,000

Portfolio Structure – Local On-Bill Financing Program


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Incentives Express & Customized Solutions


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Offering description   Encourage the adoption of energy efficient

products by providing itemized rebates to offset the cost of implementing high-efficiency measures

Designed for projects with standardized measures for quicker processing

Express Solutions


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Offering description   Encourage the adoption of energy efficient

products by providing calculated incentives to offset the cost of implementing high-efficiency equipment or systems

Designed for complex or unique projects not covered under Express Solutions

Customized Solutions


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Applying for Incentives


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Comprehensive Strategy


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Segment Guides


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Web


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Energy Action Plan

The Comprehensive


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