EBWE SAC December 2014 Meeting Packet

AGENDA East Bay Energy Watch — Strategic Advisory Committee

Date | Time December 8, 2014 | 10am-12:30pm | Meeting called by Brendan Havenar-Daughton, Partnership Manager

Alameda County Chair: Rachel DiFranco Contra Costa County Chair: Cara Bautista-Rao Walnut Creek, CA

Time Item Presenter

10:00am Arrival Coffee! Pastries!

10:10am Welcome and Introductions; Approve minutes EBEW Members

10:15am Administrator’s Report: Brief overview and Questions Tim Bankroff, QuEST

10:25am PG&E/Service Provider Contracting Update Naila Ahmed, PG&E

10:30am Strategic Energy Resource (SER) Scoping Overview Brendan Havenar-Daughton, EBEW

10:35 am Mini-RCx: Who, What, When, Where, Why Community Energy Services Co.

10:45am Municipal Capacity Building: The Approach + Discussion Brendan Havenar-Daughton, EBEW

11:00am Stipends for City Participation Contra Costa County Climate Leader (4CL) Outreach StopWaste Multi-Family Property Mgmt. Training Smart Solar: The Next Generation Rising Sun – California Youth Energy Services 2015 Title 24 Permit Streamlining – Pilot Cities

Brendan Havenar-Daughton, EBEW

11:10am Community Energy Services Co. – “Your Energy Manager” Community Energy Services Co. (CESC)

11:25am EBEW Evaluation, Measurement and Verification Plan Neal DeSnoo, Berkeley

11:45am Discussion of Partnership Priorities for 2015 and beyond Slides: Incentive Structures, Schools, Job Order Contracting, Energy Insight.

EBEW Members

12:20pm Share Specific and Actionable Guidance for Partnership Manager’s 2015+ Responsibilities

EBEW Members

12:30pm Happy Holidays! Meeting Adjourned. Walk, Drive and BART safely

East Bay Energy Watch Partnership Management

Brendan Havenar-Daughton, Senior Partnership Manager 510.817.4683 [email protected]

Naila Ahmed, Senior Program Manger, PG&E 415.973.8257 [email protected]

EBEW SAC Quarterly Meeting - NOTES

City of Oakland, Hearing Room 4, September 10, 2014

10:00am to 12:30pm

***

Welcome and Introduction

Attendees (in person): Neal DeSnoo –City of Berkeley Derrick Rebello - QuEST Martin Bond - CESC Erin Fisher - CESC Cara Bautista-Rao – City of Walnut Creek Heather Larson - StopWaste Demian – CC County Corinne Ferreyra –City of Hayward Wesley Dayton – Martinez John Medlock – City of San Pablo Jenny Berg – BayREN / ABAG Shayna Hershfield-Gold – City of Oakland Brendan Havenar - Daughton - EBEW Jodi Pincus – Rising Sun Lynda Deschambault – 4CL Michael Cass – City of Lafayette Attendees (on phone): Darryl Gray – Alameda County Tim Bankroff - QuEST Rachel DiFranco – City of Fremont Amy Dao – PG&E Laura Wright – City of Pittsburg

Co-Chair nominations, Call for Appointment Letters, Stipend Reminder

Co-Chair Nominations:

EBEW is currently looking for co-chair nominations, one representative for Alameda County and one representative for Contra Costa County.

There are currently two nominations:

Cara Bautista-Rao (City of Walnut Creek) – representing CC County

Rachel DiFranco (City of Fremont) – representing Alameda County

An additional call for nominations was made.

Call for Appointment Letters:

An official call for appointment letters was made at the meeting. A list of who has an appointment letter on file was provided. Though the current by-laws state that appointments of SAC members (like co-chairs) is for two years, a suggestion was made to change the by-laws to reflect that the SAC membership appointment be a one-time submission of paperwork to the Partnership Manager.

Stipend Reminder:

A stipend reminder was also made at the meeting. A bright orange from was provided to those who attended in person to fill out and give to the Partnership Manager. There are currently 19 stipends remaining through the end of 2014. Priority of the funds will be given to those who attend in person. If the funds are not expended by those who attend in person, stipends will be opened up to those who participated by phone and/or those who participate that are a second person from a city. Typically stipends are only available for those who attend in person, and one stipend per city represented.

Minutes Review and Approval

One change to the May meeting minutes was requested by Darryl Gray (Alameda County) to reflect that he participated via phone at that meeting.

The meeting minutes were approved by consensus with that change.

Announcements (Newsletter, Website, Events)

• The City of Berkeley formerly adopted the HERO / PACE program, and confirmed participation in the California First Program. It was Item 61 on the Council’s agenda. Shayne asked if other PACE programs were up for approval. Neal stated that the programs needed to have some form of public accountability. (Neal DeSnoo)

• Alameda County has authorized $1.3 million for a feasibility study on CCA. As program development proceeds, if there are gaps, something for EBEW to consider. Program boundaries have not been established yet. Neal ask for the scope of work, Darryl will ask Bruce Jensen if it can be shared. (Darryl Gray)

• The EBEW newsletter will be transitioning to the EBEW Partnership Manager as of October. If you still have Brendan’s QuEST email address, please delete from your contacts. Brendan is continuing to use [email protected] until he assumes full control of the website. (Brendan Havenar-Daughton)

• Scott Wentworth with the City of Oakland is creating detailed reports based on ESPM portfolio benchmarking (quarterly now, may move to monthly). The reports are by department or by facility. If you would like a copy of the reports, please contact Shayna Hershfield-Gold. (Shayna Hershfield-Gold)

• The City of Fremont is reviewing investment grade audits by Chevron. They are looking at lighting, HVAC, streetlights as well as renewables. They are seeking assistance from the MIT program as well. Fremont and Berkeley are participating in the Georgetown Energy Prize. Both cities are in the quarterfinal round. The cities that reduce energy by the greatest per capita percentage are in the final round and look at further innovation and potential for replication. Neal asked if it’s possible to see Fremont’s ESCO contract/agreement, Rachel will look into it. (Rachel DiFranco)

• Berkeley is also looking at an ordinance update (both RECO and SECO), replacing it with one ordinance. This decision is expected to go to their council on Nov. 18. The city has received an endorsement from the city’s real estate sector (though not the East Bay). Rachel asked if it was similar to an effort in Hayward, which was not answered. (Neal DeSnoo)

• Contra Costa County Climate Leaders (4CL) is hosting a PACE financing workshop on October 8 (location TBD). Representation from the Governor’s office will be there. Typically these workshops are for cities within Contra Costa County, but 4CL is open to having other cities there as well (Lynda Deschambault)

Administrator’s Report

Tim gave an overview of the Administrator’s Report that was made available in the meeting packet. He highlighted the LED kicker initiative that sunset in April as well as the tiered incentive approach that began in May – both initiatives that have helped drive more projects. Tim also discussed various Strategic Energy Resource (SER) initiatives as well, which were discussed more in the next section.

There were no questions from the group.

SER Funding Reallocation

Neal gave an overview of the SER funding re-allocation proposal.

Lynda Deschambault from 4CL gave an overview of her organization. They primarily do outreach to hard to reach cities within Contra Costa County via newsletter, website and workshops. Their full scope of work was provided to the group in the meeting packet.

Rachel had a question regarding the level of coordination between EBEW direct install, BayREN EUC, BayREN multi-family, CCA and renewable energy, what specifically the outreach was focused on. Lynda stated that their target audience is city staff and mayors. 4CL as an organization has intentionally stayed away from CCA. They work with Tim at QuEST for newsletter articles, links to resources, benchmarking and workshops to bring awareness to cities.

Darryl wanted to drill down on CCA as far as participation in a broader East Bay community choice program; more specifically he asked if there are issues with CCA in Contra Costa County. Lynda reiterated that CCA was a more political issue and that they are staying neutral on it.

Neal clarified the stipend budget as those attending in person would receive priority. If the funding goes unspent, then consideration will be given to those who participate via phone.

Corinne asked about timing on certain SER initiatives. Derrick responded with timing on the RCx initiative stating that they intend to develop a mini-RCx pilot in six weeks to implement in 2015 and have information to develop a more full scale project for 2016. In addition, San Francisco Energy Watch and Redwood Coast Energy Authority are a part of this task force. They want to design something that can work in both communities. HVAC and plug load controllers haven’t been touched yet. There is a need for a simple EMS.

A project in Fremont showed 30% savings, and another project in Oakland showed over 20% savings – these have reflected HVAC only. Neal asked if this was typical, 20% maybe, 30% is more promising. Derrick stated that these projects can also bring in more significant therm savings as well. Neal asked what we can claim per the CPUC. Derrick stated that the existing conditions study will be able to look at a typical project and opportunities to scale up. There are measures available, modeled after the large buildings so that we are not re-inventing the wheel. Neal stated to the group that this is an opportunity to show the customer on the total value proposition. Derrick stated that on-going

monthly reporting is something that we would like to see, through the pilot QuEST has been issuing monthly savings reports. Heather Larson asked about specific energy end-uses. Derrick stated they have been able to provide this on the HVAC side, though the lighting side can be more difficult.

The new SER allocations were adopted by consensus.

Policy Memo discussion / next steps

Brendan provided a DRAFT policy memo (Statement of Position) within the meeting packet. Title 24 was presented as the largest challenge.

Jodi wanted to be sure that the residential sector was equally incorporated into the memo. Derrick questioned the 30/30 phenomena being presented. He wanted to make sure that there was enough data to back up the claim that a decrease in incentives/savings by 30% and an increase in administrative costs by 30% was close to accurate. Ali stated that there have been test projects where this information can be extrapolated from, but there isn’t data reflective of an actual project going through the system yet. Derrick also mentioned stranded potential.

Erin stated that the modified lighting calculator (MLC) tool (in addition to T24) has been equally responsible for a drop in savings. These have been cumulative impacts. Heather pointed out the two issues, T24 and MLC.

Neal mentioned whether it was worth taking on one issue at a time to clearly articulate the group’s position given a particular issue.

In addition to T24 and MLC, Jodi also mentioned overall cost effectiveness (TRC). Perhaps TRC can be the umbrella issue and T24, MLC and stranded potential can all be examples of how TRC is being impacted. Neal followed this up with taking these issues (T24, MLC, TRC) one at a time with a preamble and then policy position for each subject.

Derrick stated that T24 is a policy decision, do you provide incentive for something that is code or not? Erin gave an example of controls as a measure that can no longer get a rebate which makes the overall cost of the project too expensive for customers.

Rachel also mentioned the distinction in the different issues, T24, MLC, TRC and further stated that at the LGSEC meeting, TRC was a big piece of the conversation. She emphasized that there are larger policy questions that are taking place in other arenas. We don’t’ necessarily have to send the message directly out of EBEW; perhaps it may be more effective at a more regional or broader level.

Darryl also mentioned contractor groups that could provide some insight, perhaps the CA Energy Efficiency Industry Council. Derrick stated that large lighting contractors may be leaving the state. Martin mentioned smaller contractors either finding a niche market or getting out of the space altogether.

Neal suggested that Brendan gather a sub-committee to work on this memo in order to achieve consensus by the next meeting. Those on the sub-committee include Neal, Jodi and Martin. Ali will have to check on her availability. Rachel and Shayna agreed to be readers / review drafts.

Next Phase of T24 Permit Streamlining Process

Naila gave the presentation from Kristen Salinas at Noresco (formerly Arch Energy representing PG&E and the state-wide C&S team). The process will consist of a 90-min webinar / training on code in early/mid-October, followed by a half day training workshop in late October.

Kristen will provide outreach materials for SAC members to give to their building officials to encourage them to attend both sessions. Dates for both sessions will be determined over the next two weeks.

Kristen will also work with SmartLights and BEST to develop permit applications as test cases for building officials to discuss at the workshop.

Determining Pilot Cities for BEST and SL

Naila covered this topic. BEST will go into five SmartLights cities (Oakland, Berkeley, Emeryville, Concord and Hercules) and serve a specific customer list consisting of customers in the medium (100-200kW electric demand) and large (200-500kW demand) customer segments. Similarly, SmartLights will go into four BEST cities (Livermore, Hayward, Pleasanton and Newark) and serve a specific customer list consisting of customers in the small customer category (under 100kW electric demand). These lists are based on customers that have not participated in a PG&E program since 2010.

There was a question about how this proposal came about. PG&E worked closely with the EBEW SAC Co-chairs (Neal and Maria), the implementers (SmartLights and BEST) as well as ES&S to ensure everyone was on the same page as far as the pilot proposal was concerned. The pilot will be monitored and will help inform the partnership on further opportunities to maximize opportunity for energy savings.

This proposal was approved by consensus at the EBEW SAC Planning Sub-committee on August 28.

A map was developed by Brendan for the group. Suggestions were made on how to improve the map.

BayREN Update

Heather Larson gave an update on the multi-family program. A dashboard was shown to the group which will be provided to the full group later. Heather also mentioned a more systemized effort overall to provide information to the group. With respect to multi-family, BayREN is expected to spend their current budget as well as the additional funding that was provided by the end of the year. The program is fully subscribed. They have been working closely with MF HERCC as well as other BayREN members for 2016. Shayna asked why inactive participants were included in the dashboard, Heather stated that it was to help provide the full picture of what is happening in each city.

As for multi-family in EBEW and funding into next year, Heather did mention that the property manager training that was provided as a part of EBEW SER was being provided again through SW funding. Training and outreach stipends are both areas worth exploring funding again in 2015 through SER. Heather mentioned that the CPUC is trying to quantify the property manager training.

Neal mentioned UCLA has access through a use case; perhaps the partnership can work with UCLA to use real building data. Jenny mentioned that this data is also limited.

Heather also mentioned the MF financing program. A finance consultant out of Wisconsin has been identified. There is a small amount held in incentives and technical assistance for projects. Heather will provide list of potential lenders to the group.

Jenny Berg – BayREN Update

EUC Home Upgrade (HU) has the highest number of projects state-wide (65 this month, more than SoCal has done within the last two years). Outreach from local govt. is credited for this success. Contractor training has increased, 154

contractors for HU for BayREN, (as a comparison) SoCal has 5 contractors. There are two contractor trainings remaining this year.

Codes & Standards – big focus now on trainings, 74 scheduled or completed, offering up to 100. Trainings are available at BayREN.org. There is a forum being held this month on CEC guidance in energy code interpretations - at Oakland Asian Cultural Center (free).

Further coordination with respect to outreach to building officials will be coordinated with BayREN. Though the content of EBEW’s trainings are specific to SMB lighting, similar outreach is occurring for the same group of people, and we want to be sure we are well-coordinated. In an effort to do this, Brendan will gather information that is helpful for the EBEW SAC – perhaps a calendar or some other format to be determined. This effort also ties to Darryl’s suggestion of a master calendar.

Pay As You Save (PAYS) program is continuing. Fund shifts have allowed PAYS to work with EBMUD.

Commercial PACE is creating a website.

Jenny is working to bring all LGPs within BayREN territory together on Monday, Nov. 3. This gathering is something she has coordinated before.

Appointment of incoming SAC Co-Chairs

Neal encouraged others to nominate co-chairs.

Demian nominated Cara Bautista-Rao with City of Walnut Creek (CC County)

Rachel – self-nominates from Fremont (Alameda County) for a one-year term. Darryl – seconded nomination for Rachel. Shayne stated that she may be interested in taking over for Rachel after one-year.

Darryl formally appreciated Neal and Maria for their service as Co-Chairs to the SAC. Many other seconded the appreciation.

Location and Items for Next Meeting

The next quarterly meeting will be held in Contra Costa County ideally the first week of December. A save the date will go out when the date/time have been decided. BART-access is a priority. Brendan will coordinate with Cara to determine if Walnut Creek can host in DEC.

Adjournment 12:28pm

EAST BAY ENERGY WATCH Q3 2014 ADMINISTRATOR’S REPORT

a. Summary of Budget & Expenditures through September 30, 2014

Budget Item Budget ($)

Cumulative Invoice through

Current Month ($)

Cumulative invoice as % of

Budget Admin 972,761 874,278.90 89.88% Marketing 592,504 540,036.69 91.14% Implementation 3,928,115 3,552,711.53 90.44% SER 612,935 534,202.75 83.87% Direct Install Incentives 6,260,000 2,366,949.44 37.81% Total $12,390,315 $7,868,179.31 63.50%

b. Program Quarterly Goals & Status

Goal Q1'13 Q2'13 Q3'13 Q4'13 Q1'14 Q2'14 Q3'14 Q4'14 Total

kW

280.00

280.00

840.00

1,120.00

1,120.00

1,120.00

560.00

280.00 5,600.00

kWh

2,093,750.00

2,093,750.00

6,281,250.00

8,375,000.00

8,375,000.00

8,375,000.00

4,187,500.00

2,093,750.00 41,875,000.00

Installed kW

22.11

125.85

385.40

412.18

411.75 516.63

255.99 2,129.91

Installed kWh

153,256.70 635,309.50 3,154,406.67 2,786,227.31 2,158,283.25

4,355,091.22

2,517,970.09 15,800,544.74

% of Goal kW 7.90% 44.95% 45.88% 36.8% 36.76% 46.13% 45.71% 38.03%

% of Goal kWh 7.32% 30.34% 50.22% 33.27% 25.77% 52.00% 60.13% 37.73%

c. Installed Savings through September 30, 2014

MUNICIPAL Goal Installed Savings % of Goal kW 170.00 121.91 72% kWh 4,564,179.00 1,495,211.10 33% RESIDENTIAL Goal Installed Savings % of Goal kW 746.00 91.60 12% kWh 2,057,137.00 863,313.55 42% SMALL COMMERCIAL Goal Installed Savings % of Goal kW 4,684.00 1,916.37 41% kWh 35,253,684.00 13,442,020.09 38%

d. Challenges and Proposed Changes to Budget or Goals § Partners focused on completing projects that were committed before 2013 Energy Code went into effect. Projects

that were certified to have begun installation before July 1, 2014, were guaranteed pre-July incentives reflecting the 2008 Energy Code. Training on the new Code continued into Q3. In general, a lack of familiarity with the new Code and new, lower incentives dampened growth.

e. Summary of Implementation Activities § SMB implementers were supplied with targeted lists of large (> 200 kW) customers and customers with high savings

potential, some of whom require coordination with assigned PG&E Account Managers. Work continued to reach these customers.

§ SmartLights and BEST began a new initiative where SmartLights could serve small (<100 kW) customers in BEST’s territory, and where BEST could serve large (>100 kW) customers in SmartLights’ territory. This was meant to test the hypothesis that one program may serve one customer class better than the other. Participation has been limited.

§ CYES conducted summer programs in Antioch, Dublin, Emeryville, Fremont, Hayward, Martinez, Oakland, Pleasanton, Richmond, and Union City.

§ The MIT Program engaged the following local governments: o Antioch o Oakland o Brentwood o Emeryville o Walnut Creek

f. Update on SER Initiatives § Municipal Benchmarking & MyEnergy Assistance

o Provided ad hoc assistance to local governments. o Responded to requests to re-authorize automatic data uploads from PG&E due to new authorization process

put in place as of January 1, 2014. o Assisted City of Concord with new Portfolio Manager profile. o Trained City of San Pablo in Portfolio Manager.

§ SmartSolar o Residential: conducted 11 PV audits and 11 solar thermal audits. o Commercial: conducted 1 PV audits and 2 solar thermal audits. o Staff tabled at Pleasanton Green Scene and Solano Stroll. o Established partnerships with SunWork and EnergySage.

§ EMS for SMBs o Coordinated installations at El Cerrito and Dublin sites. o Produced first round of savings reports. o Pushed savings strategies into thermostats for two sites. o Visited sites to troubleshoot connectivity and compatibility issues. o Commissioned installed systems.

§ Contra Costa County Climate Leaders o Marketed EBEW services at monthly Mayors Conferences. o Distributed monthly newsletters to more than 400 recipients. o Attended City/Town Council Meetings. o Promoted EBEW services to local government decision makers.

g. Status of Requests for Services from Cities None to report.

h. Staffing/Vendor Changes None to report.

EBWE SAC December 2014 Meeting Packet

Documents

Transcript of EBWE SAC December 2014 Meeting Packet