saveonenergy Bi-Weekly Update

Transcription

1 saveonenergy Bi-Weekly Update Rouselle Gratela Training Specialist Christine Olubick Business Development Specialist Chris Barker Manager, Alliances Simon Chen Senior Analyst Siddharth Ramesh Information Systems Manager Phil Bosco Evaluation Manager November 30, 2011

2 Meet the Presenters Rouselle Gratela Training Specialist Christine Olubick Business Development Specialist Chris Barker Manager, Alliances Simon Chen Senior Analyst Siddharth Ramesh Information Systems Manager Phil Bosco Evaluation Manager 2

3 Agenda 1. saveonenergy Update Upcoming Webinars Schedule LDC Best Practices Other Training & Support Overview of icon Bug 2010 ERIP Wrap-Up 2. Retailer Recruitment Update 3. RDR Process Flow for Participating LDCs 4. RDR Administrative Process: Continuing Participants 5. Program Evaluation, Measurement &Verification Work Plan Overview 6. Questions 3

4 saveonenergy Webinars Upcoming Webinars Schedule: Date Webinar Topics Duration Time Wed Dec 7 saveonenergy Update 90 mins 10-11:30 NEW! Wed Dec 14 o LDC Best Practices: Engaging Channels and Supply Chains Steven Rothwell, Midland PUC o Evaluation Measurement and Verification (EM&V) Primer: Why It s Important to LDCs Bryan Flannigan (ICF Marbek) saveonenergy Update 90 mins 10-11:30 o RETROFIT Small Projects Submission o Settlements Update o Market Research Update: LDC-level Commercial and Institutional and Industrial profiles LDC and regional-level awareness of and attitudes towards consumer programs and advertising 4

5 LDC saveonenergy Program Best Practices On October 26 th, the LDC Best Practices feature debuted with Ralph Williams, Hydro One Brampton minute timeslots developed and delivered by LDCs Want to nominate yourself or a colleague? Contact LDC.Support@powerauthority.on.ca with the details in an with the subject line: LDC Best Practices 5

6 Other Training & Support LDC E-blasts us at In your subject line, please say SUBSCRIBE Distribute the to others within your organization who may benefit from the updates 2012 CRM Workshops Small regional RETROFIT CRM demonstrations and training Will be looking for centrally-located regional host LDCs Please complete this short survey to help us determine specific areas of focus: 6

7 Other Training & Support (cont d) The following presentations are now available on SharePoint for download: November 23 rd PROCESS AND SYSTEMS Training and Networking event presentations November 24 th Energy Efficiency Technology Symposium presentations 7

8 System Issue Overview Who does it impact? LDC users who cannot view the entire details of a RETROFIT Application within the CRM System Issue Work-Around: OPA is currently monitoring and investigating a permanent fix Send to LDC.Support@powerauthority.on.ca See next LDC E-Blast for details 8

9 System Issue Overview System Issue Details: CRM system is a multi-layered platform where all the details of a RETROFIT Application are found on multiple levels Common to each level of a RETROFIT Application within the CRM is an Owner field Owner field identifies the LDC that can view the specific level of the RETROFIT Application All levels of a RETROFIT Application should be Owned by same LDC System is incorrectly assigning the Owner field on certain levels to a holding account called Service Account, Web 9

10 Supporting Screen Shots Screen shot 1: Application Level Test Conservation Officer is the LDC Owner in this example. Click here to access Facility Level Owner field on Application Level 10

11 Supporting Screen Shots Screen shot 2: Facility Level Click here to access Prescriptive Track Level Owner field on Facility Level 11

12 Supporting Screen Shots Screen shot 3: Facility Level Click here to access Prescriptive Measure Level Owner field on Prescriptive Track Level Should be Owned by LDC Conservation Officer, Test 12

13 Supporting Screen Shots Screen shot 4: Prescriptive Measure Level Owner field on Prescriptive Measure Level Should be Owned by LDC Conservation Officer, Test 13

14 How to Identify Impacted Applications? Look for missing information at Track Level & Measure Level A RETROFIT Application is likely to be impacted if: If the Application Level contains estimated or actual incentive amounts Unable to view the Track Level or Measure Level details while the 14

15 Supporting Screen Shots Screen shot 5: Application Level Estimated Incentive amount populated on the Application Level. 15

16 Supporting Screen Shots Screen shot 6: Prescriptive Track Level Prescriptive Track details not available. Screen shot 7: Engineered Track Level Engineered Track details not available. 16

17 Supporting Screen Shots Screen shot 8: Custom Track Level Custom Track details not available. 17

18 What to Do When You Identify an Impacted Application? Step 1: and include: Application Name Section of the RETROFIT Application which is not visible within the CRM Step 2: OPA will send confirmation back to LDC once Application is corrected Step 3: LDC will be able to view entire contents of Application within their CRM (see supporting screen shots) 18

19 Supporting Screen Shots Screen shot 9: Prescriptive Track Level BEFORE Prescriptive Track details not available Screen shot 10: Prescriptive Track Level AFTER Prescriptive Track details now available 19

20 2010 Electricity Retrofit Incentive Program (ERIP) 2010 ERIP Important Dates: December 1, 2011: Deadline for completion of 2010 ERIP projects by participants December 31, 2011: Deadline for submission of documentation by LDCs to OPA for final incentive payment under 2010 ERIP 20

21 2012 saveonenergy FOR HOME Retailer Recruitment Chris Barker, Manager, Alliances

22 saveonenergy for Home initiatives delivered with retailers 2011 Retailer Participation 15 retailers 1,299 stores across Ontario Number of Stores Retailer Participating in the Fall Event BMR Windsor 1 Canadian Tire 198 Costco 26 Don's Lighthouse 1 Giant Tiger 71 Home Hardware 448 K&S Value 1 Lowe's 23 RONA 111 Sears 46 Sescolite 2 The Home Depot 86 TSC Stores 44 Walmart 123 Zellers 118 Total 1299

23 2012 Retailer Recruitment Activities to Date Oct. and Nov. Nov. 8 Nov. 22 Updated Retailer Participation Agreement with feedback from retailers and LDC/OPA Consumer Working Group, such as: Retailers required to collect postal code/ldc information from all Appliance Exchange participants Increased flexibility for coupon submission to align with industry standards Reduced retailer reporting requirements 2012 saveonenergy retailer recruitment webinar hosted by Retail Council of Canada and OPA 2012 Retailer Application and Standard Participation Agreement posted to OPA website; distributed to retailers and manufacturers

24 saveonenergy for Home initiatives delivered with retailers Mandatory for retailers: 1. saveonenergy SPRING/FALL EVENTs Participation in this initiative is a mandatory pre-requisite of participation in the EXCHANGE EVENT and FRIDGE AND FREEZER PICKUP if the retailer sell products that qualify for SPRING/FALL EVENT Optional for retailers: 2. saveonenergy EXCHANGE EVENT 3. saveonenergy FRIDGE & FREEZER PICKUP (retailer stream) Any retailer that sells products that are eligible for EXCHANGE EVENT and FRIDGE & FREEZER PICKUP can apply to participate in these initiatives

25 saveonenergy for Home initiatives delivered with retailers Co-op funding is available to retailers ($1.2M/year) Co-op funding is available to promote CDM initiatives delivered with retailers (i.e. SPRING AND FALL EVENTS, EXCHANGE EVENT and FRIDGE & FREEZER PICK-UP) Co-op funds are available to cover up to 50% of the cost of marketing that participating retailers undertake in support of the saveonenergy initiatives Co-op funding supports the program by: Driving traffic to stores Funding retailer-led activities to increase staff knowledge of program/product benefits Enabling retailers to differentiate the program in their stores through custom marketing activities

26 saveonenergy for Home initiatives delivered with retailers Co-op funding objectives for 2012 (informed by 2010 Program Evaluation results and recommendations): Encourage marketing activities that have proven most significant drivers of customer participation in program (i.e. in-store promotions, newspaper/retailer ads) Encourage marketing activities that provide training to sales staff and result in face-to-face interaction of trained sales staff and potential customers of products promoted through the saveonenergy initiatives

27 saveonenergy for Home initiatives delivered with retailers Four types of co-op initiatives: 1. Standard end-of-aisle displays for Spring and Fall Events All retailers that submit a complete application that includes a request for EOA funding by the application due date will be allocated EOA funding 2. Ad in flyer to promote Spring and Fall Events, Fridge and Freezer Pick- Up or Exchange Events 3. Custom Point-of Purchase Materials for Spring and Fall Events 4. Custom Initiatives Activities retailers propose that support co-op funding objectives (e.g. activities that will drive customer participation, train store staff on program/product benefits, generate interactions between store staff and customers)

28 Co-op Funding demonstrated results OPA air cover for a past Power Savings Event (PSE) generated sales lift for retailer Promotion of PSE in flyer created significant sales spike Regular store flyer calling out PSE products Dedicated PSE flyer insert OPA air cover advertising 28

29 Recruitment Activities Roles & Responsibilities LDCs Retail Specialist OPA Head Offices Local Stores and Independent Retailers Can send leads to OPA for follow-op Engage potential retailers, explain initiatives and promote benefits of retailer participation Provide interested retailers with contact information to access application and participation agreement Refer leads from regional Head Offices (i.e. retailers with multiple stores in one area of the province) to OPA Identify potential retailers and prioritize by expected contribution to initiatives (through partnership with Retail Council of Canada and direct outreach to retailers) Develop recruitment materials (e.g. presentations) Coordinate engagement activities between retailers and the OPA Assist retailers with registering for initiatives Engage potential retailers (focus on Head Office) explain initiatives and promote benefits of retailer participation Review retailer applications for eligibility and completeness Please see the LDC Retailer Recruitment Guide on the icon portal for more information 29

30 Recruitment Activities Process for LDC Recruitment of Local Retailers LDC Retailer OPA Step 1. Review LDC Recruitment Guidelines on icon portal Step 5. Retailer contacts OPA and requests an application Step 6. OPA sends retailer application with generic Participation Agreement (PA) Step 2. Check participating retailer list: onsumer/programs.aspx (If a store location or independent store is not listed, LDC may recruit) Step 7. Retailer completes application, reviews PA and returns package to OPA Step 8. OPA reviews application for completeness and evaluates proposals for Appliance Exchange, Appliance Retirement and Co-op Step 3. Contact store manager to set up a time to discuss the program Step 4. If store is interested, ask them to contact OPA at: RetailChannelPartner@ powerauthority.on.ca to request an application Step 10. Retailer signs PA and returns to OPA 30 Step 9. OPA notifies retailer of decision on application. OPA sends agreement with approved terms for signature (OPA will notify LDC if they referred retailers) Step 11. OPA signs PA and sends copy to retailer (OPA notifies referring LDC)

31 2012 Retailer Recruitment Upcoming Key Dates Nov. 23 Dec. 19 Dec. 20 Dec. 30 January OPA and Retail Specialist meeting with retailers and manufacturers of discounted products to promote participation in 2012 initiatives Applications due from retailers to OPA for participation in 2012 initiatives OPA will contact retailers that applied for Appliance Exchange and Appliance Retirement to confirm whether or not proposals have been accepted OPA will contact retailers that applied for Co-op Funding to confirm if proposal has been accepted 31

32 For More Information For the 2012 Retailer Participation Agreement and Application Form, visit: 32

33 RDR Process Flow For Participating LDCs Siddharth Ramesh, Information Systems Manager

34 Process Flows This section will cover: 1. Overall customer experience through the RDR process (UC05) 2. How LDCs will upload the Project Completion Report (PCR) into icon (UC06) 3. Annual reconciliation process to take place for PCRs submitted and the Aggregation Operator (AO) system 4. Flow of customer data to the OPA and the AO 34

35 The Customer Experience 35

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37 Submitting Project Completion Reports 37

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39 Settlement Process 39

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41 Customer Data Flow 41

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43 RDR List of Continuing Participants Participating LDCs Simon Chen, Senior Analyst

44 Definition - Continuing Participants A participant of a Prior Program whose participant agreement from such Prior Program continues to be in effect. Only applies to the LDCs that previously were registered in peaksaver One of the terms of the RDR Schedule is the OPA/AO needs the list of Continuing Participants When creating such a list the LDCs must make sure: The right to turn each unit on or off extends through The right to forward the right to turn the device on and off to the OPA A Comverge/White-Rogers IF88 model thermostat load control device under a Prior Program will not be considered as a Continuing Load Control Device. 44

45 Template List of Continuing Participants Template to be posted on the icon portal Template will be used for multiple purposes List of Continuing Participants Project Completion Report Device Removal/Deactivation Report A user guide to be also posted on the icon portal 45

46 Submission List of Continuing Participants Deadline January 31, completed List of Continuing Participants to the OPA at The subject heading in the should follow the following format: LDC Full Name_List of Continuing Participants The List of Continuing Participant file name should follow the following format: RDR_Reports_List of Continuing Participants_LDC Fullname_MM-DD-YYYY The LDCs shall submit the List of Continuing Participants to LDC s Aggregation Operator (AO) directly. 46

47 Overview of Evaluation, Measurement & Verification (EM&V) Phil Bosco, Evaluation Manager

48 Outline 1) OPA EM&V Team 2) Role, Integration, Process and Value of EM&V 3) EM&V Protocols & Requirements 4) Tier 1 Evaluations 5) LDC Participation in the Evaluation Process 6) Next Steps 48

49 OPA EM&V Team Sorana Ionescu Director, Evaluation and Awareness Phil Bosco Evaluation Manager Nik Schruder Evaluation Manager Humphrey Tse Sr. Specialist Jessei Kanagarajan Sr. Specialist TBD Specialist 49

50 EM&V Role Core Responsibilities Principles of EM&V Independent Unbiased Credible Confirm energy and demand savings progress to targets and the cost effectiveness of programs Provide short and longer term feedback for continuous improvement of program design and operations Maintain the OPA EM&V Protocols to reflect industry best practices 50

51 EM&V Integration EM&V is an integral part of the program life cycle resource planning, program development, implementation and optimization Development of Research Questions Program Goals and Objectives Program Planning & Development Draft Evaluation Plan Procurement of EM&V Contractor Final Evaluation Plan Preparation for Program Launch Program Implementation Evaluation Data Collection Process evaluation Impact Evaluation Final Evaluation Report Program Year Completion Integrated Resource Plan 51

52 EM&V Process & Value Where we require Input CDM Portfolio Planning Program Design Assistance Draft Evaluation Plan Final Evaluation Plan Program Evaluation Draft Evaluation Plan Research questions Program processes to investigate Measure specific analysis Program Logic Model Final Evaluation Plan Confirmation of evaluation goals and objectives Timelines and milestones Program Evaluation Data availability 52

53 EM&V Process & Value CDM Portfolio Planning Program Design Assistance Draft Evaluation Plan Final Evaluation Plan Program Evaluation Where we provide input Program Evaluation Live feedback as issues arise Market intelligence Program Design Assistance Updated assumptions (Measures and Assumption List, NTG, Engineering Worksheets, etc.) Process improvements Recommendations and lessons learned Industry best practice (i.e.. Other jurisdictions) CDM portfolio Planning Aggregated results Cost effectiveness / RPT Tool Program Maturity Future forecasting 53

54 OPA EM&V Protocols and Requirements An official document that explains the rationale, definitions and context for energy program evaluation. Refers to specific protocols (guidelines/rules) Is universal enough to be used by other agencies, utilities or private sector entities undertaking or considering DSM activities Updated in March 2011 to include much more detail and context for: LDC Administration of EM&V (for Tier 2 and 3 programs) Protocols for Demand Response and Cost Effectiveness Project M&V standards Building energy audit standards 54

55 Tier 1 Evaluations Overview Consumer Portfolio Consumer Cross Cutting Evaluation Fridge and Freezer Pickup Heating and Cooling Incentive Coupon Initiatives Mid-stream Incentives In Procurement Process Residential Demand Response Evaluation peaksaver extension peaksaver PLUS Evaluation Contractor Procured 55

56 Tier 1 Evaluations Overview Business Portfolio Cross Cutting Evaluation of Business Initiatives Retrofit (ERII) Audit Funding Existing Building Commissioning Cross Cutting Evaluation of Small Business Initiatives Small Business Lighting Small Business Air Conditioning Cross Cutting Evaluation of New Construction Initiatives High Performance New Construction Residential New Home Construction Evaluation Contractor Procured In Procurement Process In Procurement Process 56

57 Tier 1 Evaluations Overview Industrial & Demand Response Industrial Energy Efficiency Evaluation Process and System Upgrade Initiative Industrial Accelerator Program Evaluation Contractor Procured C&I Demand Response Suite Demand Response 1 Demand Response 2 Demand Response 3 In Procurement Process 57

58 Key Evaluation Milestones Q1 Q2 Q3 Q4 Completion of final evaluation Plans for entire portfolio June 30 draft verified results due from evaluation contractors Sept. 1 issue final verified results to LDC s Publication of final 2011 EM&V reports 58

59 LDC Participation in the Evaluation Process Coordinated communication effort for data sharing Timely submission of information to the tracking system as per schedules Coordinate access to delivery agents/contractors Coordinate access to participants for site visits Feedback for program enhancements 59

60 Program Attribution (Net-to-Gross) Program attribution (net-to-gross) includes FR, Spillover, and Rebound and Market Effects Attribution guidelines as per OPA s EM&V protocols The granularity of the NTG value will vary by initiative based on the best available data Industrial/Retrofit LDC/Regional Level NTG Fridge & Freezer Pick-up Initiative Level NTG Factors affecting the granularity include: Data availability (participant Info, interval data, etc,) Program tracking Cost (sampling approach, surveying, etc.) Time/resources (IPMVP principles) Final Evaluation Plan, developed by the evaluation contractor, will contain the NTG methodology for the specific initiative 60

61 Next Steps December 7 EM&V Training Webinar EM&V Primer: Why It s Important to LDCs Bryan Flannigan (ICF Marbek) January 2012 EM&V Workshop Detailed discussions of the Evaluation Plans Discussion of initiative specific EM&V issues EM&V planning and next steps Ongoing LDC Engagement 61

62 Questions? 62