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Statewide 20092011 Energy Efficiency Portfolio: A resource for achieving Californias goals


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Title: Statewide 20092011 Energy Efficiency Portfolio: A resource for achieving Californias goals

Statewide 2009-2011 Energy Efficiency Portfolio
A resource for achieving Californias goals
  • March 13, 2009

  • Portfolio Development Strategies
  • Policy Recommendations
  • Mandated Scenario Implications
  • DEER Adjustment Recommendations
  • Portfolio Overviews
  • SCE
  • SDGE/SoCalGas
  • PGE
  • Statewide Programs Overview
  • Local/Third-Party Programs Overview
  • SDGE/SoCalGas
  • SCE
  • PGE

Portfolio Development Strategies
  • Building Innovation
  • Leveraging new technologies and smart meter
  • Comprehensive Solutions
  • Utilizing whole building approaches and
    integrated DSM solutions
  • Customer Demand
  • Enhancing statewide outreach, education, and
  • Statewide Solutions
  • Unprecedented consistency on statewide programs
  • Financing
  • Expanded on-bill financing and leveraging
    emerging sources (AB811)
  • Codes and Standards
  • Aggressive case studies, compliance efforts, and
    code enhancements

Extensive changes since first filing (Example)
  • March Filing
  • Agriculture
  • Industrial
  • Commercial
  • Residential
  • New Construction
  • HVAC
  • Government Partnerships
  • Third Party
  • Emerging Technologies
  • Lighting Market Transformation
  • Workforce Education and Training
  • Zero Net Pilot Programs
  • Codes and Standards
  • Marketing Education and Outreach
  • Statewide IDSM
  • Local IDSM
  • July Filing
  • Agriculture
  • Industrial
  • Commercial
  • Residential
  • Crosscutting
  • Integrated Audits
  • Statewide Government Partners
  • Local Government Partnerships
  • Green Communities
  • Innovator Pilots
  • Third Party
  • Emerging Technologies
  • Workforce Education and Training
  • Education and Training
  • Zero Net Pilots
  • Codes and Standards
  • Marketing Education and Outreach

Policy Recommendations
  • Portfolio success premised on adoption of
    requested policy changes
  • Changes needed for a balanced portfolio that
    achieves CPUCs aggressive energy efficiency
    goals cost-effectively
  • Use same assumptions to set goals, plan programs,
    and evaluate programs.
  • Change some of the CPUC-approved assumptions
    based on alternative evaluation studies
  • Use three-year goal, rather than cumulative since
  • Do not include interactive effects on gas use

Policy Recommendations
  • Changes needed to achieve short- and long-term
    goals of California and the CPUC
  • Exempt Strategic Plan costs from the shareholder
    risk-reward incentive mechanism (RRIM).
  • Assign IOUs credit for EE actions taken by
    customers who may be partially motivated by other
  • Extend maximum effective useful life to 30 years
    to encourage adoption of products with long-term
  • Changes needed to ensure a successful Portfolio
    (to be addressed in a separate proceeding)
  • Utilize gross savings for calculating the Minimum
    Performance Standard and Performance Earnings
    Basis under the RRIM.
  • Revise mid-cycle funding augmentation rules.

Implications of not adopting policy
  • Mandated scenario assumptions
  • Use of cumulative goals and accounting
  • Use of December 2008 Energy Division-approved
    ex-ante DEER values for 2009-2011 Planning
  • Adjustments to 2004-2005 achievements based on
    the February 5, 2009 Energy Efficiency 2006-2007
    Verification Report (Verification Report),
    prepared by the Energy Division
  • Adjustments to 2006-2007 achievements based on
    the Verification Report
  • 2008 achievements adjusted by the average
    adjustment factor to its 2006-2007 achievements
    as shown in the Verification Report
  • Adjustments to expected useful lives and other
    measures not covered by the Verification Report
    based on the December 2008 DEER
  • Mandated scenario outcomes
  • Impossible or nearly impossible to meet annual
    cumulative savings goals
  • Requires abandonment of statewide consistency
  • Significantly increases budget required to
    approach goal

Proposed Revisions to DEER 2008
  • The IOU Proposed Program Plans presented several
    key changes to DEER 2008 that are essential to
    deliver a broad-based cost-effective portfolio of
    programs and measures.
  • Other minor changes include slight NTG
    adjustmentsbased on CPUC-approved EMV
    studies--to varying measures and programs
    throughout the portfolio.

Overview SCE Portfolio
SCE Energy Efficiency Application March 2009
Budget and Savings
SCE 2009-2011 Budget 1,343
million TRC 1.82
  • Notes
  • Proposed Program Plans based on 3-year cumulative
    2009-2011 goal only.
  • Includes impacts that SCE expects to be installed
    in 2009-2011 does not include impacts forecasted
    to be installed in 2012-2015.

Overview SDGE and SoCalGas Portfolios
July 2008 Application SDGE and SoCalGas
March 2009 Preferred Scenario SDGE and SoCalGas
March 2009 Mandated Scenario SDGE and SoCalGas
Overview PGE Portfolio
Changes from July filing
Mandated scenario Projected savings and goals
Proposed portfolio Projected savings and goals
Rebalanced portfolio Projected savings and goals
  • Proposed rebalancing under mandated scenario
  • To avoid residential interactive effects,
    significant reduction in residential activity,
    including refrigerator/freezer recycling, plug
    load, lighting, and low-income measures.
  • To maintain portfolio Total Resource Cost ratio,
    50 reduction of ET budget and elimination of key
    programs aimed at Strategic Plan goals (New
    Construction, HVAC, Lighting Market
    Transformation, ZNE Pilots, Green Communities,
    and Innovator Pilots).

PGE 2009-2011 proposed portfolio budget (
Statewide Programs
  • Guiding principles
  • Offer specific and comprehensive energy
    solutions target consumers and market actors to
    encourage uptake of energy efficient equipment
    and encourage shift to whole house solutions.
  • Sub-programs
  • Home Energy Efficiency Survey Help participants
    understand their energy use, how use varies
    seasonally, and how use compares with other
    households provides information/referrals to EE
    programs, water conservation efforts, DR, and
  • Residential Lighting Incentives Provide
    incentives that greatly reduce the cost of basic
    CFL EE lighting. More than 370 retailers at over
    2,700 store locations expected to participate.
  • Advanced Consumer Lighting Provide incentives
    that greatly reduce the cost of advanced EE
    lighting products, including specialty CFLs,
    LEDs, cold cathode, and high-efficiency
  • Home Energy Efficiency Rebates Offer education
    and rebates to encourage installation of EE
    household appliances and equipment. Guides
    customers to explore other DSM opportunities
    offers point-of sale (POS) rebates, and
    coordinates with water agencies when possible.
  • Appliance Recycling Pick up inefficient
    appliances from residential dwellings and
    businesses and prevents their continued operation
    by recycling items in an environmentally safe
  • Business and Consumer Electronics Provide
    incentives and support to retailers to increase
    the stocking and promotion of high-efficient
    electronic products, including computers,
    computer monitors, cable and satellite set-top
    boxes, televisions, and smart power strips.
  • Multifamily Energy Efficiency Rebates Provide
    equipment rebates to owners and tenants of
    multifamily properties, including apartment
    buildings, condominium complexes, and mobile home
  • Whole-House (local flavor at each utility)
  • SCE Offer comprehensive improvement packages
    tailored to the needs of each home and its owner.
    Use DSM marketing approaches. Train various
    types of contractors how to use "house as a
    system" principles to diagnose and remediate
  • SDGE/SoCalGas See SDGE and SoCalGas local
  • PGE Pilot program expands incentives,
    marketing, contractor field support, and quality
    assurance to demonstrate the practicality of
    building the infrastructure and market for
    comprehensive home retrofits.

Residential links to the Strategic Plan
  • Goal 1 Encourage a whole-house approach to
    energy consumption
  • Present comprehensive solutions developed to
    reach energy consumers across Californias
    diverse climates, cultures, and demographic
  • Goal 2 Manage plug load energy use
  • Through the Business and Consumer Electronics
    sub-program, incorporate measures that yield
    energy savings and several that enhance consumer
    ability to manage energy use.
  • Goal 3 Transform the residential lighting
  • Through Advanced Lighting sub-program, foster
    continued penetration of increasingly complex
    lighting solutions.
  • Collaborate with Lighting Market Transformation
    to promote the development of ultra-high
    efficiency lighting technologies.

  • Guiding principles
  • Offer a suite of products and services to
    overcome market barriers to adopting active
    energy management.
  • Deliver products and services aimed at providing
    integrated energy management solutions.
  • Target numerous sub-segments distribution
    warehouses, office buildings, hotels, motels,
    restaurants, schools, universities, colleges,
    healthcare, retail facilities, high technology
    (biotechnology and clean technology facilities),
    and entertainment centers, as well as smaller
  • Sub-programs
  • Non-Residential Audits Provide Basic,
    Integrated, and Retro Commissioning (RCx) Audits
    that yield technical and financial information on
    project opportunities to help customers develop
    short- and long-term energy plans.
  • Calculated Provide standard incentives and
    comprehensive technical/design assistance for
    customized and integrated EE/DR projects in new
    construction, retrofit, and RCx projects. This is
    the preferred approach for supporting the
    integrated, whole system, and multi-resource
    management initiatives of the Strategic Plan.
  • Deemed Provide deemed rebates (fixed incentive
    amounts per unit or measure) that offer an
    easy-to-use, cost-effective mechanism to
    encourage adoption of mass market efficiency
  • Continuous Energy Improvement (CEI) Provide a
    toolkit of planning and other resources,
    including analysis, benchmarking, goal setting,
    project implementation support, performance
    monitoring, and energy management certification
    to help highly motivated customers shift from a
    project-to-project approach toward continuous
    improvement. In support of the Strategic Plan,
    sets the stage for non-energy resource
  • Direct Install Offer free energy system
    retrofits to qualifying small business customers.

Commercial links to the Strategic Plan
  • Goal Increase the uptake of integrated solutions
  • Offer customers integrated solutions.
  • Develop an active cooperation network among the
    different stakeholders, such as corporate and
    local managers, OSHPD, engineering firms, service
    companies, architects, and vendors.
  • Goal Support new energy efficiency delivery
  • Drive expanded involvement of the California
    Commissioning Collaborative in developing
    statewide measurement and verification protocols
    and professional training/accreditation programs
    for the RCx industry
  • Publish baselines, best practices, and
    calculation tools to disseminate information and
    help customers select energy efficient solutions.
  • Goal Develop financing and funds leveraging
  • Offer on-bill financing.
  • Create new incentives for on-peak demand
    reduction resulting from retrofits and RCx.
  • Goal Increase the availability of advanced
  • Offer both financial incentives and technical
    assistance for advanced systems.
  • Work closely with Emerging Technologies (ET) to
    bring new technologies through development to the
  • Goal Create a green workforce
  • Support the development of new and innovative
    programs for commercial trade schools.
  • Engage various industry and energy-wise
    stakeholders to expand their current knowledge
    and coordinate education/training opportunities
    through the Workforce Education and Training
    (WET) program.
  • Goal Make ZNE commercial buildings a reality
  • Facilitate benchmarking and constant improvement
    by supporting the initiative recently launched by
    DOE and Lawrence Berkeley National Laboratory.
  • Continue leadership position in the national
    Office of the Future Consortium.

  • Guiding principles
  • Partner with industry, trade allies, and others
    to promote integrated IDSM solutions, including
    analysis of EE, DG, and DR opportunities.
  • Focus on significant opportunities to improve EE
    of industrial process systems. Major electric
    equipment pumps, motor systems and compressed
    air systems. Major gas equipment industrial
    boilers and process heating.
  • Target several customer types industrial
    manufacturing (industrial, fabrication and
    process) oil and gas extraction and refining
    and water supply, water treatment and wastewater
  • Sub-programs
  • Non-Residential Audits
  • Calculated
  • Deemed
  • Continuous Energy Improvement

Industrial links to the Strategic Plan
  • Goal Support industry adoption of EE by linking
    to other resource goals
  • Develop an interagency framework that combines EE
    incentives with other resources to achieve
    measured performance improvements in management
    of multiple resources, including water, air
    quality, GHG emissions, and energy efficiency.
  • Undertake an initiative with the food processing
    industry, under the Agriculture program.
  • Goal Build market value and demand for
    continuous improvement in industrial efficiency
  • Offer CEI, which helps companies meet GHG
    emission reductions targets through a supported,
    structured program based on best practices.
  • Develop wide recognition for company CEI efforts
    through third-party certification.
  • Goal Provide centralized EE technical and
    public policy guidance
  • Create a clearinghouse of technical knowledge
    that provides industry personnel access to
    information on emerging technologies and
    industry-specific research.

  • Guiding principles
  • Partner with industry, trade allies, and others
    to promote IDSM solutions, including analysis of
    EE, DG and DR opportunities.
  • For agriculture, target growers (crops, fruits,
    vegetable, and nuts), greenhouses, post-harvest
    processors (ginners, nut hullers, and associated
    refrigerated warehouses), and dairies.
  • For food processing, target fruit and vegetable
    processors (canners, dryers, and freezers),
    prepared food manufacturers, wineries, and other
    beverage manufacturers.
  • Sub-programs
  • Non-Residential Audits
  • Calculated
  • Deemed
  • Continuous Energy Improvement
  • Pump Efficiency Services Offer pump tests,
    repair incentives, and targeted education,
    training, and technical support for customers and
    pump companies to overcome key informational,
    technical, and financial barriers to pump

Agriculture links to the Strategic Plan
  • Goal Develop knowledge base of efficiency
  • Coordinate with others to develop statewide
    agricultural market characterization that
    considers integrated energy opportunities use
    the findings to support baseline data and metrics
    to set targets and show progress.
  • Goal Collect data on key programs and measures,
    best practices
  • Inventory technical information, best practices,
    CEI resources, emerging technologies data, tools,
    and programs for use on the statewide Energy
    Design Resources website and the EE agriculture
  • Goal Ensure workforce has information and
    training necessary to apply efficiency solutions
  • Identify priority topics, resource needs, and
    industry partners for key WET initiatives and
    coordinate with the national ANSI Superior Energy
    Performance standards development towards
    workforce certification.
  • Goal Set framework for agriculture to attain
    multi-resource management goals
  • Work with agencies and industry to establish a
    task force empowered to coordinate strategies and
    goals assess the potential for integrated
    approaches conduct an initiative to support
    understanding of integration opportunities.
  • Goal Coordinate technical assistance, funding,
    and incentive mechanisms
  • Work with agencies, utilities, industry, and
    private banking to assemble a list of incentives,
    resources, funds, grants, loan products, and
    federal stimulus monies to support EE and other
    resource management objectives.
  • Goal Resolve metrics for embedded energy in
    water savings
  • Work with the CPUC, water resources boards, and
    others to resolve metrics around embedded energy
    in water conveyance and treatment.
  • Explore opportunities for saving energy on-site
    related to water (heating, cooling, pumping, and
    treating water).

New Construction
  • Guiding principle
  • Continue to transform Californias residential
    and nonresidential new construction markets
    consistent with the Strategic Plan.
  • Sub-programs
  • Savings by Design
  • Engage and partner with architects, engineers,
    designers, and building owners early in process
    to foster design of buildings with superior
    energy efficiency.
  • Provide holistic design assistance for potential
    whole-building projects.
  • Offer incentives to owners for installing EE
    measures and to design teams for incorporating EE
    into their building projects.
  • Help build the foundation for the zero net energy
  • Residential New Construction
  • Encourage single- and multi-family builders to
    construct residences that exceed Californias
    T-24 energy efficiency standards by at least
    15 percent by providing incentives, technical
    education, design assistance, and verification.
  • To align with the Strategic Plan, target an
    interim goal of helping bring 50 percent of
    residential new construction to Tier II by 2011
    and 100 percent of residential new construction
    to net zero by 2020.

New Construction links to Strategic Plan
  • Goal Commercial new construction will
    increasingly embrace zero net energy
  • Offer tools, expertise, and financial incentives
    to support long-term energy efficiency
  • Provide training and education to design
    professionals and architects to accelerate design
    practices towards ZNE.
  • Establish a Path To Zero campaign to create
    demand for high efficiency buildings.
  • Support the voluntary portions of the Green
    Building Initiative, as well as the mandates in
    the government sector, through improved new
    construction in the commercial sector
  • Support efforts to enhance public understanding
    of AB 32 by relating the carbon reduction effects
    of energy efficiency programs to program
  • Goal Residential new construction will deliver
    ZNE performance for all new single-family and
    multifamily homes by 2020
  • Work with the ZNE Pilot program to raise plug
    load efficiency, focus on whole-house solutions,
    drive occupant behavior through in-home
    monitoring and visual display tools, and leverage
    market demand for green building standards.
  • Coordinate with demand response programs, ET, and
    the New Solar Homes Partnership to achieve
    Strategic Plan goals.

Lighting Market Transformation
  • Guiding principle
  • Provide a central force for coordinating efforts
    and formalizing processes to speed the
    development, market introduction, and public
    acceptance of advanced and emerging lighting
  • Sub-programs
  • Lighting Technology Advancement Formalize the
    IOU process for rapidly introducing advanced
    solutions to the marketplace, continually improve
    current IOU lighting programs across all market
    sectors, and develop and test innovative new
    program strategies to advance market
  • Lighting Education and Information Address the
    need for more accessible information on lighting
    technologies across all market sectors and among
    installation contractors and IOU staff.
  • Lighting Market Transformation Enable IOUs to
    identify gaps in strategies for different
    technologies and create data-driven solutions
    that inform and leverage EE programs implementing
    transformation strategies for each lighting

Lighting Market Transformation links to Strategic
  • Goal Drive continual advances in lighting
  • Work with equipment manufacturers to develop
    specifications for high-quality equipment.
  • Raise public awareness and demand for advanced
    lighting technologies by providing access to
    information and educational resources.
  • Goal Create demand for improved lighting
  • Develop appropriate incentive packages link to
    other EE programs for incentive delivery.
  • Goal Continuously strengthen standards
  • Encourage manufacturers to incorporate efficiency
    gains into equipment specifications.
  • Goal Coordinated phase out of utility incentives
    for CFL purchases
  • Through a market research component, clearly
    define an end-game for this technology while
    exploring opportunities to incorporate emerging
    lighting technologies into new and existing
  • Goal Ensure environmental safety of CFLs and
    other lighting solutions
  • Include messaging on appropriate disposal methods
    for lighting technologies.

  • Guiding principles
  • Help create sustained profitability for HVAC
    trade allies that provide the value-add of
    installing and maintaining EE heating and cooling
    systems by ensuring
  • HVAC technology, equipment, installation, and
    maintenance are of the highest qualityand
    quality practices are requested by customers.
  • The HVAC value chain is educated and understands
    their role in EE and peak load reduction.
  • Sub-programs
  • Upstream HVAC Equipment Incentive Offer
    incentives to distributors who sell qualifying
    high efficiency HVAC equipment.
  • Technologies and System Diagnostics Advocacy
    Provide advocacy to optimize and speed market
    introduction of direct expansion
    (DX)/vapor-compressionbased cooling products.
  • Commercial Quality Installation Offer incentives
    to contractors who complete installations
    according to industry standards (for packaged
    HVAC systems, with rated capacity up to
    760,000 Btu/h).
  • ENERGY STAR Residential Quality Installation
    Offer incentives to homeowners with systems
    installed according to EPA guidelines (for
    central air conditioning and air-source heat pump
    systems with rated capacity up to 65,000 Btu/h).
  • Residential Quality Maintenance and Commercial
    Quality Maintenance Development Pending analysis
    showing cost-effectiveness, develop a residential
    and a small commercial program to implement
    continuously improving OM that captures savings
    and provides a high ROI to customers, thus
    driving market transformation.
  • HVAC Workforce Education and Training Deliver
    education and training opportunities at all
    levels of the HVAC value chain based on a needs
    assessment to determine industry skill gaps,
    identify opportunities for collaboration with
    existing HVAC education and training
    infrastructure, and implement recommendations
    needed to close gaps at all levels of the

HVAC links to Strategic Plan
  • Goal Create and launch a statewide quality
    installation and maintenance (QI/QM) brand
  • Evaluate the viability of a California-specific
    brand leverage the ENERGY STAR brand equity as
    appropriate make branding materials available to
    contractors for promotion.
  • Goal Provide expanded QI/QM training
  • Support full training of HVAC service
    technicians use feedback mechanisms to
    continually evaluate technician performance.
  • Goal Implement contractor accreditation program
  • Support HVAC WET efforts to increasing the
    level of technician certification.
  • Goal Accelerate whole-building educational
  • Create pathways for HVAC contractors to evolve
    into whole-building contractors by partnering
    with private and public community colleges and/or
    universities to develop the appropriate
  • Goal Pursue regional climate-optimized equipment
  • Work with WCEC/CEC and other appropriate parties
    to continue engagement in federal proceedings.
  • Goal Accelerate market penetration of advanced
  • Partner with manufacturers to encourage
    development of climate-appropriate EE equipment.
  • Goal Prioritize in-field diagnostic approaches
  • Support PIER studies of existing diagnostic and
    verification approaches to obtain information to
    target future efforts based on quantifiable
    energy efficiency benefits.

Codes and Standards
  • Guiding principle
  • Adopt much more stringent and comprehensive
    energy codes and standards, especially for
    buildings, and encourage improved code compliance
    and enforcement to prevent the loss of gained
    ground over time.
  • Sub-programs
  • Building Codes Advocacy Save energy for
    customers by advocating changes to code-setting
    bodies to strengthen EE regulations and improve
    compliance with existing regulations.
  • Appliance Standards Advocacy Save energy for
    customers by advocating changes to
    standards-setting bodies to strengthen EE
    regulations and improve compliance with existing
  • Compliance Enhancement Support proactive
    building departments that seek general
    improvements to operations and compliance
    improvement processes.
  • Reach Codes Develop and support reach codes
    (locally adopted ordinances that exceed statewide
    minimum requirements).

Codes and Standards links to Strategic Plan
  • Goal Continually strengthen and expand building
    and appliance codes and standards as market
    experience reveals greater efficiency
    opportunities and compelling economic benefits.
  • Continue to expand Title 24 building and Title 20
    appliance efficiency regulations through improved
    research to identify current code and compliance
    shortcomings, new technologies and processes, and
    latest thinking on breadth (scope) and depth
    (stringency) of possible standards.
  • Develop aggressive proposals to accelerate
    regulations for both Title 20 appliance
    efficiency standards and Title 24 building
  • Support leading activities, such as statewide
    reach standards (e.g., codes that include
    California Green Building Standard) and the
    coordinated development and adoption of advanced
    local government ordinances.
  • Coordinate with both internal and external
    organizations on an ongoing basis, including
    voluntary programs and national standards

Emerging Technologies
  • Guiding principle
  • Enhance customer participation in demand-side
    resources by undertaking activities to increase
    energy efficiency market demand and technology
  • Program Elements
  • Technology Assessments Evaluate new or
    underused EE technologies (products, tools,
    services, etc.) to test performance claims and
    overall effectiveness in reducing energy
    consumption and peak demand.
  • Scaled Field Placements Place an appropriate
    number of technologies at various customer sites
    to provide stakeholders positive first-hand
    experience leading to gaining market traction and
    potentially gain market information.
  • Demonstration Showcases Initiate projects to
    expose stakeholders to various measures via
    real-world applications and installations,
    potentially leading to adoption.
  • Market and Behavioral Studies Increase
    qualitative and quantitative understanding of
    customer perceptions, customer acceptance of new
    technologies, and market readiness and potential
    for new measures.
  • Technology Development Support Identify
    targeted opportunities to develop forward looking
    product specifications, make lab testing
    facilities available to companies, or develop
    standard testing protocols to encourage private
    industry to develop emerging technologies.
  • Business Incubation Support Offer training and
    networking for entrepreneurs and companies that
    provide energy-saving technologies to increase
    and improve technology supply over the mid- and

Emerging Technologies links to the Strategic Plan
  • Goal Drive continual advances in technologies in
    the building envelope
  • Scan, screen, and execute ET projects
    communicate findings to external stakeholders to
    advance EE technology adoption.
  • Host input sessions to promote exchange of
    knowledge, perspectives, and ideas.
  • Goal Progressively increase Title 24 building
    standards and Title 20 appliance standards
  • Identify targeted opportunities to develop
    standard test protocols for energy efficient
  • Expand IOU capabilities to include a laboratory
    dedicated to testing ZNE solutions.
  • Goal Promote effective decision-making to create
    widespread demand for energy efficiency measures
  • Perform primary IDSM-related market and behavior
    studies to enhance market intelligence of
    customer needs and decision triggers.
  • Identify targeted opportunities to establish
    product baseline performance levels, including
    home labeling.
  • Goal Manage research into new/advanced
    cost-effective innovations to reduce energy use,
    including research into plug loads and advanced
  • Scan sources for measures that could help IOUs
    meet customer needs and achieve energy savings,
    demand reduction, and other IDSM targets.
  • Look for targeted opportunities to provide
    customer contacts for testing and focus groups.
  • Look for targeted opportunities to make
    expertise/knowledgeable personnel available as
    resources to product developers.

Workforce Education and Training
  • Guiding principles
  • Expand important cross-cutting IOU function to
    not only educate and train current workers, but
    also prepare future workers toward performing
    jobs needed to help achieve Californias energy
    savings and clean energy goals.
  • Continuously initiate and facilitate ongoing
    dialogue with market and education sector
    stakeholders to define, introduce, and drive
    long-term solutions to establish EE and DSM
    education and training at all levels of
    Californias educational system.
  • Sub-programs
  • Workforce Education and Training (WET)
    Centergies Facilitate WET appropriate to
    achieve energy savings, demand reductions, and
    related initiatives primarily through IOU Energy
    Centers. Support the Statewide Building Operator
    Certification Training Partnership, which
    improves and maintains Californias EE green
    collar building workforce.
  • Workforce Education and Training Connections
    Work with the entry- and intro-level
    community-based training efforts to emphasize
    education curricula that inspire interest in
    energy careers and emerging technologies, and
    prepare a skilled energy workforce.
  • Workforce Education and Training Planning Manage
    and execute several strategic statewide planning
    tasks and projects, such as needs assessment and
    DSM Web-portal, to deliver mechanisms that
    facilitate statewide coordination and synergies
    towards the achievement of long-term workforce
    development goals.

WET links to the Strategic Plan
  • Goal Incorporate EE and DSM into traditional
    contractor and technician training and expand
    training resources to produce target numbers of
    trained workers
  • Coordinate with partners to expand/establish and
    disseminate EE training curricula and related
    career development programs.
  • Provide training of trainers and shared training
    curricula through established partnerships with
    community colleges, technical/trade schools, and
    apprenticeship programs.
  • Goal Create or expand college and university
    programs with energy focus and foster green
    campus efforts
  • Coordinate with partners to expand extension
    programs focused on EE, sustainability, and green
    technologies and facilitate expansion of green
    degree programs.
  • Collaborate with UC/CSU and community colleges to
    bring expanded focus on EE to students and
  • Goal Develop K-12 curriculum to include EE
    fundamentals and identify career options in
    energy-related fields
  • Provide age-appropriate information/curricula on
    career paths and linkages between K-12 and
    community colleges in energy-related fields
  • Coordinate with the Dept. of Education to discuss
    how curricula on EE fundamentals, GHG issues, and
    global climate change can reach students to
    identify green career options in energy-related
  • Goal Identify goals and strategies to build
    Californias EE workforce through 2020, focusing
    on increased participation from minority,
    low-income, and disadvantaged communities
  • Continue 20-year partnership with Community
    Services Department to expand training. Expansion
    could include minor home repair skills, gas
    safety, building envelope diagnostics, and home
    energy audits.
  • Work with city projects (e.g., Rising Sun in
    Berkeley, CACTUS in San Jose, Silicon Valley
  • Work with disadvantaged communities to do
    training programs that prepare workers for
    participation in energy and resource efficiency.

Marketing, Education, and Outreach
  • Guiding principles
  • Increase consumer awareness and participation in
    DSM activities and encourage behavior changes
    that save energy, reduce GHG emissions, and
    support clean energy solutions.
  • Move consumers through a transitional process
    from awareness to attitude change to action.
  • Sub-programs
  • Statewide Marketing and Outreach Give ratepayers
    education, information, and tools needed to take
    action to improve EE. Provide information
    resources on purchasing EE products and services,
    as well as conservation and EE behavior changes.
  • Strategic Plan Activities Create branding,
    segmentation, and social marketing activities to
    serve as key components of the assessment/creation
    of a statewide marketing and outreach plan, as
    envisioned in the Strategic Plan.

MEO links to the Strategic Plan
  • Goal Establish a recognizable and trustworthy
    brand for Californias EE and DSM consumer
    products and services
  • Enlist a branding expert to assess the equity in
    the current energy statewide brand and determine
    need for a new brand.
  • Assess whether brand should encompass related
    initiatives, such as California Solar Initiative
    and the Global Warming Solutions Act.
  • Goal Use statewide segmentation research to
    develop energy efficiency and DSM marketing
    messages that promote action
  • Conduct statewide segmentation research to better
    understand the attitudinal, behavioral,
    demographic, and psychographic differences of
    Californias diverse population.
  • Evaluate terminology commonly associated with
    energy efficiency/conservation to construct
    marketing messages that are simple, clear,
    relevant, and actionable.
  • Goal Apply social marketing techniques to build
    awareness and change consumer attitudes
  • Explore social and behavioral marketing
    approaches that provide consumers with an
    emotional reason to permanently adopt energy
    efficiency and conservation behavior.
  • Goal Develop a web portal with information on
    EE, GHG reductions, and IDSM
  • Develop a statewide EE/DSM web portal to engage
    private industry and business initial
    development will be geared to the energy
    efficiency/DSM industry and policy makers.

Statewide DSM Coordination and Integration
  • Guiding principle
  • Encourage programs that integrate the full range
    of DSM options, including EE, DR, and DG, as
    fundamental to achieving Californias strategic
    energy goals.
  • Overview
  • Working in full collaboration, Energy Division
    and IOUs will establish a Statewide IDSM Task
    Force to fashion two specific IDSM strategies
    identified in the Strategic Plan stakeholder
    coordination and new technologies.
  • The IDSM Task Force will coordinate closely with
    local program teams, local utility integration
    and EMV teams, and the statewide MEO team to
    ensure a consistent approach and gain/share
    knowledge from statewide and local marketing and
    outreach efforts.

Statewide IDSM links to the Strategic Plan
  • Goal Carry out integrated marketing of DSM
    opportunities across all customer classes
  • Adopt marketing integration plans by sector,
    streamline IDSM outreach, coordinate integrated
    marketing with AMI deployment, and offer
    audit/assistance for IDSM.
  • Goal Conduct integrated DSM deliver pilots
    across sectors
  • Propose and launch program IDSM pilots, testing
    capabilities and effectiveness.
  • Goal Develop IDSM programs across resources
  • Establish the Statewide Task Force to develop and
    implement a blueprint for integration and
    associated metrics.
  • Goal Promote development and support of
    technologies that enable/facilitate IDSM
  • Assess integrating-enabling technology use
    findings to develop guidance document for further
    development and prioritize relevant technologies
    in RDD and ET programs.

SCEs 2009-2011 EE PortfolioLocal and
Third-Party Programs
SCE 2009-2011 EE Local 3rd Party Programs
Energy Leader PartnershipsSCE Local Programs
  • ELP will assist local governments to overcome
    barriers to energy efficiency and become leaders
    for DSM in their communities.
  • Overview The Partnerships will help local
    governments lead by example by first addressing
    efficiency and DSM opportunities within their
    own facilities and then working together to
    effectively outreach to the broader community.
    The Partnerships will also assist LGs in
    responding to CLTEESP objectives, including
    improving code compliance, identifying financing
    options and supporting greenhouse gas reduction
  • 2009-2011 Energy Leader Partnerships include

Institutional and Government Core EE
PartnershipsSCE Local Programs Crosscutting
  • Institutional and Government Partnerships assist
    institutions to overcome barriers to energy
    efficiency and implement cost effective DSM
    programs that result in both short and long term
    energy savings.
  • Overview These partnerships will address
    operational, technical, and financial barriers
    unique to these large, often complex,
    institutions. Partnership support will include
    incentives, technical support, education and
    policy support. The partnerships will include an
    integrated DSM delivery approach. In addition,
    the partnerships will be leveraged to share best
    practices statewide and will include education
    and training to key personnel in state or local
    governments and agencies or educational
  • 2009-2011 Institutional and Government Core EE
    Partnerships include

On-Bill Financing for CustomersSCE Local
Programs Nonresidential
  • Financial Solutions Program
  • Provide unique financing solutions for
    non-residential customers, and explore financing
    options for residential energy efficiency.
  • Overview
  • On Bill Financing will be offered to small
    commercial customers, and Government and
    Institutional customers
  • Residential financing mechanisms, including
    leveraging AB 811, will be explored
  • The EE Loan program will seek to connect
    borrowers with lenders for mid- and large- sized
    commercial energy efficiency projects
  • A Financial Task Force will be created to
    identify new avenues for using financing to move
    the residential and business energy efficiency
    market toward Californias ZNE goals

Integrated Demand Side Management PilotSCE Local
Programs Nonresidential
  • IDSM Pilot for Food Processing Program
  • Deliver integrated EE and DR solutions to the
    Food Processing and Refrigerated Warehouse
    customer segments.
  • Overview
  • Will combine traditional energy efficiency
    retrofits and upgrades with strategies to help
    customers manage their energy use during peak
  • Approach will develop an integrated EE/DR
    application to enhance the customer experience
    and facilitate comprehensive DSM solutions

Marketing Outreach to CustomersSCE Local
Programs Residential Crosscutting
  • On-line Buyers Guide Program
  • The On-line Buyer's Guide is a new service to
    provide residential customers with one web-based
    source of information and tools to support energy
    efficiency practices and program participation.
    The guide will include technical information, a
    product database, a savings calculation tool, a
    shopping guide, rebate program information, and
    retailer information for products.
  • Integrated Marketing Outreach Program
  • Integrated Marketing Outreach focuses on
    providing integrated demand-side management
    solutions to customers. This program will
    generate awareness of its integrated DSM
    solutions through the use of ongoing seasonal
    marketing campaigns, the Mobile Energy Units,
    events outreach, and enhancements to
    Market intelligence will provide an improved
    ability to customize and target marketing and
    outreach efforts.

Achieving Nonresidential Market PotentialSCE 3rd
Party Programs Nonresidential
  • SCEs Nonresidential 3rd Party Programs will
    leverage 3rd party implementers to specifically
    target traditionally under-penetrated market
    segments and subsegments.
  • Overview
  • Targeted to Commercial, Industrial, or
    Agricultural customer segments and subsegments.
  • 3rd parties will work with in-house delivery
    channels to maximize customer value.
  • Programs will offer the same measures as the
    statewide Commercial, Industrial, and
    Agricultural programs to enhance consistency of
    savings, incentives, and application processing,
    thereby enhancing the customer experience and
    promoting more comprehensive solutions.

SCE 3rd Party Programs Nonresidential (cont.)
SCE 3rd Party Programs Crosscutting
  • SCEs 3rd Party Crosscutting Programs include a
    suite of programs that will provide comprehensive
    packages of DSM solutions to maximize customer
    value and energy performance utilize innovative
    approaches towards the achievement of Zero Net
    Energy in residential and commercial buildings
    and continue SCEs fair and transparent
    solicitation process for 3rd party implementation
    and program support in 2009-2011.
  • Overview
  • Pilot innovative approaches to achieve ZNE goals.
  • Continue to expand opportunities for early
    intervention in new construction.
  • Leverage existing programs and incentives.
  • Mainstream best practices into resource programs
    as applicable.

Comprehensive Delivery to CustomersSCE 3rd Party
Programs Residential
  • SCEs Residential 3rd Party Programs provide a
    comprehensive suite of energy management
    solutions to residential customers. These
    programs tailor to meet the unique energy needs
    of homes and home owners.
  • Overview
  • Performance-based approach to encourage the
    owners of affordable housing properties to employ
    energy efficiency measures.
  • Highly targeted residential energy efficiency
    marketing, outreach, education and training
    program specifically targeted to the low and
    middle income Vietnamese, Indian, Chinese and
    Korean speaking SCE customers.
  • Provide incentives and other support to promote
    comprehensive improvement packages.
  • Screen, and trains qualified residential repair,
    renovation and HVAC contractors.

SDGE and SoCalGas Local Programs
Partnership Programs
  • Local Institutional Partnerships
  • Objective is to reduce energy usage through
    facility and equipment improvements, share best
    practices, and provide education and training to
    key personnel in state or local governments and
    agencies or educational institutions.
  • Local Government Partnerships
  • Designed to reach local governments ranging from
    service provider to supporter to equal partner.
    Governments increasingly engage in strategic
    planning for GHG reduction not only in their
    facilities (represented in the municipal GHG
    inventory) but also in the community (analyzed in
    the community GHG emissions inventory).
  • Palm Desert Energy Partnership Demonstration
    Program (SoCalGas)
  • Designed to encourage residential and business
    customers to purchase energy efficient equipment
    and focus on activities based on a segmented
    market in conjunction with SoCalGas and SCE EE
    portfolio of programs.

Integrated DSM Programs
  • Micro Grid Comprehensive Energy Efficiency
    Delivery Pilot (SDGE)
  • Comprehensive pilot investigate improving the
    reliability of delivering electricity by
    providing local generation to select substation.
    This will be a concentrated effort on
    implementing all cost effective energy efficiency
    measures within the locus of customers served by
    the selected substation, cutting across the Low
    Income, Residential and Non-Residential sectors.
    In addition to energy efficiency (EE), there will
    be significant activity to increase penetration
    of our demand response (DR) programs, as well as
    supporting the placement of renewable sources of
    power and clean, efficient distributed
  • Sustainable Communities Case Studies Program
  • Designed to enable market transformation
    resulting in measurable energy efficiency,
    integrated demand response, distributed
    generation, renewables and natural resource
    savings while optimizing long term ecological,
    social and economic health of California. It
    accomplishes this by comprehensively integrating
    the vertical development (buildings and their
    components) with the horizontal development
    (land and utility and transportation
    infrastructure) over the full planning horizon.
  • Strategic Development and Integration
  • Includes customer segmentation and targeted
    program development and the integration of EE/DSM
    and emerging high efficiency technologies coupled
    with innovative and comprehensive program design
    and theory.
  • Customer Energy Network (component of Home Energy
    Efficiency SurveyResidential EE Program)
  • SDGE is proposing a pilot project that will
    evaluate the latest developments in in-home
    automated control/monitoring technology that
    leverages our Smart Meter infrastructure and
    optimizes residential energy use. As part of
    this Smart Meter leveraging effort, we are
    proposing funding, through the Home Energy
    Efficiency Survey program, for a that will allow
    customers to release their energy usage data to a
    3rd party of their choice for display on-line on
    their computers homepage to better track and
    manage their energy use. An example of this
    service is Googles PowerMeter discussed at

Other Local Programs
  • On-Bill Financing Program and other financing
  • Available to participating customers who install
    comprehensive projects are eligible to receive a
    full rebate or incentive from the participating
    programs and to finance the balance of
    comprehensive, qualified energy efficiency and
    demand response measures. Features
    Interest-free, unsecured loans Non-Institutional
    customers Loans offered per meter from
    5,000-100,000 with a maximum five year loan
    term Institutional customers Loans offered per
    meter from 5,000- 250,000, with a maximum loan
    term of ten years or useful life of measure(s)
    (whichever is shorter) Monthly payment on a term
    loan is billed on the participating customers
    utility bill.
  • Exploring potentially partnering with financial
    institutions to offer Energy Efficiency (Green)
    Loans and also Renewable Loans to small
    commercial businesses to supplement the on-bill
    financing option.
  • SDGE proposes the development of a Green Energy
    Systems (GES) program to which SDGE would
    have the ability to own or finance these large
    energy systems for on behalf of customers who
    cannot finance the project.

Other Local Programs
  • Comprehensive Home Performance Program
  • Delivers comprehensive energy efficiency
    improvement packages tailored for both the home
    resale and home modeling markets.
  • Solicits, screens, and trains qualified
    residential repair and renovation contractors to
    assemble capable contracting teams and perform
    whole-house diagnostics, propose a comprehensive
    energy efficiency improvement package, and
    complete the improvements. Contractors will
    receive an incentive for formal home diagnostics,
    post retrofit quality assurance testing and
    reporting data on all jobs.
  • Includes marketing activities to help educate
    customers on whole-house improvements and will
    provide leads for trained and experienced
    contractors. Incentives and available financing
    options will be provided to help offset the
    initial homeowners cost for the energy efficiency
  • Local Non-Residential Program (BID)
  • Provides customized incentive program to fit the
    unique needs of non-residential customers.
    Includes customer pilot projects.
  • Local Kitchen Learning Center (SDGE)
  • Provides an opportunity to offer education and
    training services on various aspects of food
    service facility design, maintenance and
    operations (seminars, design consultations and EE
    site audits)

SDGE Third-Party Programs
  • Appliance Recycling
  • Business Energy Assessment (also known as Energy
  • 20 Cooler
  • CHEERS New Construction Advanced Rating
  • Comprehensive Industrial Energy Efficiency
  • Comprehensive Manufactured and Mobile Home
  • M2M Hot Water HVAC Controls for Restaurants
  • Healthcare Energy Efficiency
  • K-12 Energy Efficiency Education
  • K-12 Private Schools and Colleges Audit and
  • Lodging Energy Efficiency Program
  • Residential HVAC Tune-up/Quality Installation of
    New Equipment (also known as AC TIMe)
  • Multi-Family Less than 39 Units Retrofit
  • Mobile Energy Clinic for Furniture Stores,
    Restaurants, and Small Retail and Service
  • Nonresidential Heating, Ventilating, and Air
    Conditioning (HVAC) Tune-up Quality Installation
    Program (Premium Efficiency Cooling)
  • Portfolio of the Future
  • Smart Controls for Pools and Spas
  • Electric Resistant Heating
  • Retrocommissioning (RCx)
  • Hot Water Control with Continuous Commissioning
  • Energy Efficient Water Pumping
  • California Sustainability Alliance
  • Community Language Efficiency Outreach (CLEO)
  • Energy Challenger
  • PACE Energy Savings Project (PACE Energy
    Efficient Ethnic Outreach Program)
  • Gas Cooling Retrofit
  • HERS Rater Training Advancement
  • LivingWiseTM
  • Multi-Family Direct Therm Savings
  • Multi-Family Solar Pool Heating
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