BEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA Order Instituting RulemakingConcerning Energy Efficiency Rolling Portfolios, Policies, Programs, Evaluation, and Related Issues. R.13-11-005 (Filed November 14, 2013) SOUTHERN CALIFORNIA EDISON COMPANY’S (U 338-E) REVISED 2015 ANNUAL REPORT FOR ENERGY EFFICIENCY PROGRAMS JANET S. COMBS JANE LEE COLE Attorneys for SOUTHERN CALIFORNIA EDISON COMPANY 2244 Walnut Grove Avenue Post Office Box 800 Rosemead, California 91770 Telephone: (626) 302-3860 Facsimile: (626) 302-7740 E-mail: Jane.Lee.Cole@sce.com Dated: June 1, 2015 LIMS 314-8458 BEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA Order Instituting RulemakingConcerning Energy Efficiency Rolling Portfolios, Policies, Programs, Evaluation, and Related Issues. R.13-11-005 (Filed November 14, 2013) SOUTHERN CALIFORNIA EDISON COMPANY’S (U 338-E) REVISED 2015 ANNUAL REPORT FOR ENERGY EFFICIENCY PROGRAMS Southern California Edison Company (SCE) hereby submits its Revised 2015 Annual Report for 2014 Energy Efficiency Programs and Results, Appendix A hereto. SCE’s 2015 Annual Report was originally filed and served on May 1, 2015 in this proceeding pursuant to the Administrative Law Judge’s Ruling Adopting Annual Reporting Requirements for Energy Efficiency and Addressing Related Reporting Issues dated August 8, 2007. However, pursuant to the Energy Division’s Memorandum dated April 27, 2015 directing the Investor Owned Utilities (IOUs) to submit by June 1, 2015, “final annual claims for the 2013-2014 program years for all claims including lighting claims that refer to the updated Lighting Disposition values,” SCE submits this Revised 2015 Annual Report to reflect the updated Lighting Disposition values. In addition, SCE re-submits a Notice of Availability for the related documents available for viewing and downloading on the CPUC’s Energy Efficiency Statistics Application (EESTATS) website, Appendix B hereto. -1- Respectfully submitted, JANET S. COMBS JANE LEE COLE /s/ Jane Lee Cole By: Jane Lee Cole Attorneys for SOUTHERN CALIFORNIA EDISON COMPANY 2244 Walnut Grove Avenue Post Office Box 800 Rosemead, California 91770 Telephone: (626) 302-3860 Facsimile: (626) 302-7740 E-mail: Jane.Lee.Cole@sce.com DATE: June 1, 2015 -2- Appendix A SCE’s REVISED 2015 Energy Efficiency Annual Report for Program year 2014 2015 Energy Efficiency Annual Report Summary Report 2014 Program Overview & Strategies Technical Appendix 2014 Results June 2015 EXECUTIVE SUMMARY ...........................................................................................................7 2014 ENERGY EFFICIENCY PROGRAM OVERVIEW ......................................................14 A. Statewide Program for Residential Energy Efficiency ................................................14 1. Home Energy Advisor Program.............................................................................15 2. Online Buyer's Guide .............................................................................................18 3. Home Energy Efficiency Survey Program ............................................................18 4. Statewide Plug Load and Appliances Program ......................................................19 5. Multifamily Energy Efficiency Rebate Program ...................................................21 6. Energy Upgrade California™ Home Upgrade (EUC) ...........................................22 7. California Advanced Homes ..................................................................................25 8. EnergyStar® Manufactured Housing ....................................................................27 9. Residential HVAC Quality Installation .................................................................27 10. Residential HVAC Quality Maintenance Program ................................................28 B. Statewide Commercial Energy Efficiency Program ....................................................29 1. Commercial Energy Advisor Program...................................................................30 2. Commercial Calculated Program ...........................................................................31 3. Commercial Deemed Incentives Program .............................................................33 4. Commercial Direct Install Program .......................................................................34 5. Commercial Continuous Energy Improvement Program ......................................35 6. Nonresidential HVAC Program .............................................................................36 C. Statewide Industrial Energy Efficiency Program ........................................................38 1. Industrial Energy Advisor Program .......................................................................39 2. Industrial Calculated Energy Efficiency Program .................................................40 3. Industrial Deemed Energy Efficiency Program .....................................................41 4. Industrial Continuous Energy Improvement (CEI) Program .................................42 D. Statewide Agriculture Energy Efficiency Program .....................................................43 1. Agriculture Energy Advisor Program ....................................................................43 2. Agriculture Calculated Energy Efficiency Program ..............................................45 3. Agriculture Deemed Energy Efficiency Program ..................................................46 4. Agriculture Continuous Energy Improvement (CEI) Program..............................47 E. Statewide Lighting Program ........................................................................................47 1. Primary Lighting Sub-Program..............................................................................48 2. Lighting Innovation Sub-Program .........................................................................48 2 3. F. Lighting Market Transformation (LMT) Sub-Program .........................................50 Statewide Finance Program .........................................................................................51 1. On-Bill Financing Program (OBF) ........................................................................51 2. The ARRA-Originated Financing Program ...........................................................52 3. New Finance Offerings (Pilots) .............................................................................54 G. Statewide Codes & Standards (C&S) Program ...........................................................55 1. Appliance Standards Advocacy .............................................................................57 2. Building Codes Advocacy .....................................................................................59 3. Compliance Improvement ......................................................................................60 4. Reach Codes...........................................................................................................62 5. Planning and Coordination ....................................................................................64 H. Statewide Emerging Technologies Program ................................................................65 1. Technology Assessments Subprogram ..................................................................65 2. Technology Development Support Subprogram ...................................................67 3. Technology Introduction Support Subprogram .....................................................68 I. Statewide Workforce Education & Training Program.................................................70 1. WE&T Centergies Subprogram .............................................................................71 2. WE&T Connections Subprogram ..........................................................................76 3. WE&T Strategic Planning and Implementation Subprogram ...............................79 J. Statewide Marketing, Education & Outreach (SW ME&O) Program .........................80 K. Statewide Integrated Demand Side Management Program .........................................82 L. Local Government Partnerships ...................................................................................86 1. City of Beaumont Energy Leader Partnership .......................................................88 2. City of Long Beach Energy Leader Partnership ....................................................89 3. City of Redlands Energy Leader Partnership.........................................................90 4. City of Santa Ana Energy Leader Partnership .......................................................91 5. City of Simi Valley Energy Leader Partnership ....................................................92 6. Gateway Cities Energy Leader Partnership ...........................................................93 7. Community Energy Leader Partnership.................................................................94 8. Eastern Sierra Energy Leader Partnership .............................................................95 9. Desert Cities Energy Leader Partnership ...............................................................97 10. Kern County Energy Leader Partnership ...............................................................98 11. Orange County Cities Energy Leader Partnership ...............................................100 3 12. San Gabriel Valley Energy Leader Partnership ...................................................101 13. San Joaquin Valley Energy Leader Partnership...................................................102 14. South Bay Energy Leader Partnership .................................................................103 15. South Santa Barbara County Energy Leader Partnership ....................................104 16. Ventura County Energy Leader Partnership ........................................................106 17. Western Riverside Energy Leader Partnership ....................................................107 18. Adelanto Energy Leader Partnership ...................................................................108 19. West Side Energy Leader Partnership .................................................................109 M. Local Government Partnerships – County Partnerships ............................................110 1. County of Los Angeles Energy Efficiency Partnership .......................................111 2. County Of Riverside Energy Efficiency Partnership ...........................................113 3. County of San Bernardino Energy Efficiency Partnership ..................................115 4. SoCalREN Fiscal Oversight Partnership .............................................................116 N. Institutional and Government Energy Efficiency Partnership Program (IGPP) ........118 1. California Community Colleges Energy Efficiency Partnership .........................119 2. California Department of Corrections and Rehabilitation Energy Efficiency Partnership (CDCR) .............................................................................................121 3. State of California Energy Efficiency Partnership...............................................122 4. UC/CSU Energy Efficiency Partnership ..............................................................124 O. Third-Party Programs.................................................................................................126 1. Comprehensive Manufactured Homes Program ..................................................126 2. Cool Planet ...........................................................................................................127 3. Healthcare Energy Efficiency Program ...............................................................128 4. Data Center Energy Efficiency Program .............................................................129 5. Lodging Energy Efficiency Program ...................................................................130 6. Food & Kindred Products Program .....................................................................130 7. Primary and Fabricated Metals Program .............................................................131 8. Nonmetallic Minerals And Products Program .....................................................132 9. Comprehensive Chemical Products Program ......................................................132 10. Comprehensive Petroleum Refining Program .....................................................133 11. Oil Production Program .......................................................................................133 12. Refinery Energy Efficiency Program...................................................................134 13. Cool Schools ........................................................................................................134 4 14. Commercial Utility Building Efficiency..............................................................135 15. Energy Efficiency for Entertainment Centers ......................................................136 16. Schools Energy Efficiency Program (SEEP) .......................................................137 17. IDEEA 365 Program ............................................................................................138 18. IDSM Food Processing Pilot ...............................................................................138 19. Enhanced Retro-Commissioning .........................................................................139 SECTION 1: ENERGY SAVINGS .........................................................................................140 SECTION 2: EMISSION REDUCTIONS .............................................................................144 SECTION 3: EXPENDITURES ..............................................................................................147 SECTION 4: COST-EFFECTIVENESS ................................................................................149 SECTION 5: BILL PAYER IMPACTS .................................................................................154 SECTION 6: GREEN BUILDING INITIATIVE ..................................................................156 SECTION 7: SHAREHOLDER PERFORMANCE INCENTIVES....................................158 SECTION 8: SAVINGS BY END-USE ..................................................................................159 SECTION 9: COMMITMENTS .............................................................................................161 Appendix A Southern California Edison Programs for 2014 ...............................................164 Appendix B SCE's Final December Monthly Report for 2014 .............................................171 5 This page intentionally left blank. 6 EXECUTIVE SUMMARY During 2014, Southern California Edison Company (SCE) continued to successfully deliver a diverse portfolio of energy efficiency (EE) programs, providing cost-effective resource benefits to its ratepayers and the state of California. The United States Environmental Protection Agency (EPA) recognized SCE's 2014 EE portfolio with the 2014 EnergyStar® Sustained Excellence Award, its highest honor, for helping customers save energy through a variety of programs and activities, which resulted in installation of more than 5.6 million EnergyStar® certified products through a portfolio of up-, mid-, and downstream programs. Collectively achieving over 1.2 billion kilowatt-hours (kWh) of annualized energy savings and over 200 megawatts (MW) of peak demand reduction, SCE’s EE portfolio also produced over $64 million of net resource benefits in 2014. In addition to helping customers save money and save energy, SCE's EE programs continued to significantly contribute to the State's goal of reducing greenhouse gas (GHG) emissions, with avoided emissions of over 400,000 tons of carbon dioxide in 2014. As described below, SCE continued its successful mainstay programs, introduced new pilots, and addressed numerous crosscutting goals, such as supporting water-energy nexus activities and coordinating with the California Energy Commission’s (CEC) Proposition 39 Program. SCE also increasingly focused on locational targeting initiatives in 2014, including SCE’s Preferred Resources Pilot, to test the use of EE and demand side management (DSM) as a tool to support locational needs in constrained areas. The DSM portfolio delivered 15 MW of EE in the Preferred Resources Pilot (PRP) region in 2014 through increased marketing and targeting in that area. While not described as a programmatic activity, SCE also worked closely with the California Public Utilities Commission (Commission or CPUC) and a large group of interested stakeholders in 2014 to begin development of an EE Rolling Portfolios structure for future years, which is expected to increase flexibility and continuity of the EE portfolios in 2016 and beyond. Provided below are highlights of SCE’s 2014 accomplishments. For further program detail, please see sections A-O of this report. 7 Residential Programs In 2014, the Statewide Program for Residential Energy Efficiency effectively reached both single-family and multi-family customers by providing audits, incentives and rebates, new construction assistance, and whole home upgrades to over 180,000 residential customers. The Energy Upgrade California (EUC) Program continued to encourage comprehensive residential upgrades completing over 700 home retrofit projects in 2014. SCE worked directly with program participants to identify and resolve application and process challenges to make the program and customer experience simpler, faster, and more efficient; collaborated with the other IOUs and Regional Energy Networks (RENs) to redesign the prescriptive participation path; and partnered with the Lighting Innovation Program to offer free light-emitting diode (LED) lights to EUC customers that meet a specified qualifications. The EUC Program also developed a partnership with the South Coast Air Quality Management District, to provide joint incentives to a subset of lower-income customers near the Sentinel Power Plant in the Coachella Valley, which is expected to substantially increase EUC projects in 2015, while serving customers that would otherwise be unlikely to participate. SCE also examined new behavioral program ideas through the Energy Advisor Program, exploring ways to test effectiveness and acceptance levels for homeowners, renters, and multifamily property owners, and developing two pilot proposals slated for implementation in 2015 (one pending CPUC approval). In the new construction arena, SCE revamped the California Advanced Homes Program to respond to changes in Title 24, and expanded offerings to include plug loads and appliances. In 2014, SCE continued to serve multifamily customers through the Multifamily EE Rebate Program (MFEER) focused on a close coordination with the Energy Savings Assistance Program (ESAP) and other EE Programs, such as Energy Upgrade California Multifamily. The focus was to create an integrated approach to providing market-rate and income-qualified customers with energy efficiency measures in a way that simplifies processes, eliminates duplicative functions, and delivers an improved customer experience. SCE’s dedicated single-point-of-contact served as a new resource to property owners to help them understand and participate in SCE’s DSM programs. 8 SCE also advanced improvements in its electronics program design by testing a midstream service provider incentive to target replacement of older set top boxes for televisions. The successful trial demonstrated a five-fold increase in the rate of energy efficient set top box upgrades compared to normal replacement cycles. Nonresidential Programs SCE's successful nonresidential statewide programs, including the statewide Commercial, Industrial, and Agricultural EE Programs provided nonresidential audits and related services, deemed and customized incentives, new construction support, direct installation, heating, ventilation and air conditioning (HVAC) programs, and continuous energy improvement offerings. These programs alone delivered EE offerings to over 6,600 nonresidential customers in 2014. SCE continued development of new audit tools, including a self-service online tool for commercial, industrial, and agricultural customers, and new tools to more effectively screen customers to determine if an in-depth audit is needed. SCE also pursued expansion of pump testing into the industrial segment, a segment with less penetration due to the high customization of industrial pump systems. While deemed and customized programs faced ongoing challenges due to reductions in claimable energy savings because of updated Title 24 requirements in 2014 and the complexity of the customized process, SCE focused on solutions to spur participation and deep retrofits. This focus included the continuation of a comprehensive bonus to encourage deeper energy savings, consistent with CPUC guidance, and program policy changes designed to encourage customers implementing more standardized project to participate in deemed programs (in lieu of customized solutions) in order to reduce customer wait time and simplify processing. SCE’s Commercial Direct Install Program team also collaborated with SCE's Energy Leader Partnerships (ELP) to retrofit municipal-owned buildings, while the Continuous Energy Improvement (CEI) Program launched a new Sustainability Circles pilot, which included Prop 39 customers. 9 SCE’s Nonresidential HVAC Program was recognized by the Association for Energy Services Professionals (AESP) with an outstanding program award for upstream HVAC program implementation in 2014. The program also enrolled 55 contractors in its new Early Retirement offering, and replaced or identified for replacement over 11,000 tons of equipment. In addition, SCE's On-Bill Financing Program funded over 7001 projects in 2014, representing over $16 million in loans, and enabling businesses, local governments, and institutional customers to pursue increasing levels of EE. SCE also worked with the other investor-owned utilities (IOUs), the CPUC, and the California Alternative Energy and Advanced Transportation Financing Authority (CAEATFA) to develop a suite of new finance pilots. The pilots are expected to launch in 2015 and will leverage third party capital to provide financing options for EE and DSM projects to single family, multifamily, small business, and other nonresidential customers. Partnership Programs In 2014, 123 cities and seven counties participated in SCE's local government partnerships and 19 partners moved up a tier in SCE's ELP model through demonstrated EE achievements and commitment to the partnerships, including participation in EE retrofits and demand response (DR) enrollment. Additionally, SCE continued the Local Government Strategic Plan Pilot Program, which helped local governments develop a long-term local government vision and identified specific EE projects for implementation. The pilots developed 49 energy action plans or EE chapters of climate action plans in 2014, as well as 11 benchmarking plans, six retrocommissioning plans, four energy savings analyses for GHG inventories, and a revolving EE fund. SCE also continued successful Institutional Partnerships in 2014, completing 38 Community Colleges projects, including Prop 39 projects. SCE also participated in a 1 Figures represent both new projects initiated in the 2013-2014 cycle, as well as projects committed in the 20102012 cycle that were installed in 2014. 10 Sustainable Building Working Group, through the State of California partnership, which consists of agency sustainability managers, with the task of planning and implementing all aspects of the Governor's Executive Order B18-12. Third Party Programs SCE continued to draw upon the strengths of the EE community, including third party implementers, which provided EE services to a wide array of customer segments including businesses, industrial customers, health care facilities, universities, and schools. The IDEEA 365 Program launched several interesting new concepts in 2014 (that were selected in 2013), including the Water Infrastructure and System Efficiency (WISE) Program, which provides water-energy solutions for all major areas of water (e.g., pumping, water treatment, water distribution, and waste water treatment) throughout SCE's territory, and the First Fuel AnalyticsEnabled Efficiency Program, which provides “low touch/no touch” audits that identify, enable and track EE savings behind the meter without on-site audits or device installations. Crosscutting Programs SCE's crosscutting programs provided significant resource and nonresource contributions to the portfolio in 2014. The IOU statewide Codes and Standards (C&S) team played a significant role in the development, adoption, and implementation of innovative training, best practices, and tools to support enhanced code compliance with Title 24 building energy standards. SCE worked closely with the CEC staff to identify and prioritize EE measures for the 2016 Title 24 standards development, advocated changes to Title 20 appliance efficiency regulations and federal appliance standards, and conducted tactical planning in support of the CPUC’s residential zero net energy (ZNE) policy goal. The Technology Resource Incubator Outreach (TRIO) Program, a sub-program of the statewide Emerging Technologies Program (ETP) continued engaging EE and DR entrepreneurs, investors, and universities through outreach and forums. The ETP also contributed to the development, assessment, and introduction of new and under-utilized EE measures. In 2014, SCE launched an enhanced Emerging Technologies Coordinating Council (ETCC) structure, which included the addition of new Leadership Team member, the Los Angeles Department of Water and Power (LADWP), and an increased focus on strategic technology issues. 11 The Statewide Lighting Program also supported both the Commercial and Residential segments. SCE’s Primary Lighting Program continued to transition the market to LEDs to meet the CEC’s standards, incenting over 800,000 qualifying products at retailer locations in 2014. The Lighting Innovation Program also successfully implemented a Midstream Pilot to explore the untapped electrical wholesale distribution market as a new channel for customer and contractor incentives for high efficiency LED lighting products. The Statewide Workforce Education & Training (WE&T) Program provided training, seminars and workshops to over 16,000 customers in 2014 through SCE’s Energy Education Centers. Water-Energy Activities While SCE’s EE programs are specifically focused on delivering cost-effective electrical energy and demand savings, some EE measures result in water savings. In particular, measures in the agricultural and industrial sectors, such as pump testing and agricultural customized measures, provide water savings as well as EE benefits. Given the severity of the State’s drought, SCE increased its outreach and focus on promoting water-related EE measures in 2014. SCE worked with the Commission and other stakeholders to identify important EE program components to encourage direct and embedded energy savings related to EE measures focused on reducing water use and supported expansion of future water-energy programs. These efforts included collaboration with water agencies on WE&T joint efforts, a leak loss detection pilot under the Local Government Partnership program, and an IDEEA 365 program that enhanced the existing SCE Pump Test program to ensure that water use efficiency measures. SCE also cocommunicated with the Association of California Water Agencies the drought messaging that was provided by the California Department of Water Resources during the summer of 2014 (www.saveourwater.com) Proposition 39 Program Coordination In 2014, SCE continued close coordination with the other IOUs, municipal utilities, and the CEC on implementing the Proposition 39 Program, which is administered by the CEC and provides approximately $550 million per year (beginning fiscal year 2013-2014), for five years to California K-12 schools and community colleges for EE and renewable projects. SCE's 12 California Community Colleges Partnership coordinated closely with its community colleges to provide enhanced outreach funding, project development, and technical support for 28 districts representing 48 campuses. SCE engaged all districts in its territory, and helped California Community Colleges (CCCs) identify over 100 potential Prop 39 projects, delivering 17.4 million kWh for the 2013-2014 program cycle. SCE also encouraged K-12 school districts to couple Prop 39 funds with IOU services and incentives, and worked closely with the other IOUs, the CEC, the CPUC, and other key stakeholders to ramp up for K-12 Prop 39 implementation and to coordinate SCE programs, including commercial deemed and customized programs and the third party Cool Schools Program, with Prop 39. Additionally, the Commercial CEI Program launched the Sustainability Circles pilot, which included a Prop 39 circle, representing eight public school districts. IOUs also worked closely with the CPUC, CEC, CCCs and other stakeholders in development of the Prop 39 Zero Net Energy (ZNE) pilot beginning in November 2014. Integrated Demand Side Management SCE’s vision for the effective and comprehensive delivery of energy efficiency is centered on an unprecedented level of integrated demand side management (IDSM) program design and deployment, designed to transform the way customers understand, use, and manage their energy usage. To make this vision a reality, SCE pursued an integrated approach to its portfolio of offerings and customer engagement, and has initiated a series of innovative IDSM pilot programs to improve the integration of DR with the EE programs portfolio. SCE continued to emphasize IDSM throughout the EE portfolio through the online, integrated residential and small business audit tool, the development of integrated marketing collateral and campaigns, outreach events, website efforts, and technology integration through ETP. SCE also continued implementation of integrated pilots, such as commercial new construction, (including Sustainable Communities) and the development of six ZNE homes through SCE's ZNE offerings. SCE continued to deliver relevant, customer-specific, integrated solutions through various channels including targeted marketing campaigns (that include customer segment-focused plans), customer account representatives, third parties, partnership programs, retailers, trade professionals, and other strategic alliances. 13 Additionally, SCE expanded upon the statewide marketing, education and outreach (ME&O) program activities with integrated solutions and community specific local marketing that will be foundational for customer uptake of future integrated programs through rates and solutions education, measure adoption, and behavior change. Conclusion SCE continues to work closely with the CPUC, state, regional, and other stakeholders to achieve the State's strategic vision and goals to ensure that: (1) all cost-effective, reliable and feasible EE measures and actions are implemented in an integrated approach; (2) strategies, programs, measures and institutional structures provide long-term energy savings; and (3) EE will generate significant reductions in GHG emissions, as adopted in the California Long Term Energy Efficiency Strategic Plan (Strategic Plan). SCE is also committed to improving the efficiency and effectiveness of its EE portfolio on an ongoing basis through process and programmatic improvements, as well as policy changes, such as the movement towards a more flexible Rolling Portfolios structure. This report describes all of SCE’s EE program activities administered and implemented during 2014. 2014 ENERGY EFFICIENCY PROGRAM OVERVIEW A. Statewide Program for Residential Energy Efficiency California's ambitious goal of reaching 13 million existing homes with comprehensive EE improvements by 2020 requires increasingly-integrated, coordinated, and scaled efforts. In 2014, SCE continued to work with California's other IOUs, publicly owned utilities (POUs), water agencies, and other organizations in the State to meet these goals. The IOUs also continued to offer comprehensive activities to reach California's diverse population, climate zones, and socio-economic classes to tap the economic potential available while advancing the initiatives of the Strategic Plan. The 2014 California Statewide Program Residential Energy Efficiency (CalSPREE) program offered and promoted specific and comprehensive energy solutions within the residential market sector. The residential portfolio employs various strategies and tactics to 14 overcome market barriers and to deliver programs and services aligned to support the Strategic Plan, by encouraging adoption of economically-viable EE technologies, practices, and services. The primary objectives of the program are to: Facilitate, sustain and transform the long-term delivery and adoption of EE products and services for single and multifamily dwellings; Cultivate, promote, and sustain lasting EE behaviors by residential customers, through a collaborative statewide education and outreach mechanism; and Meet consumers' EE adoption preferences, through a range of offerings including single-measure incentives and more comprehensive approaches. The Statewide Residential HVAC Program delivers a comprehensive set of downstream, midstream, and upstream strategies that build on existing program, education, and marketing efforts and leverage relationships within the HVAC industry to transform the market towards a sustainable, quality-driven market. Market transformation and direct energy savings and demand reductions are achieved through a series of six sub-programs that make up the comprehensive program approach. 1. Home Energy Advisor Program Program Description The 2014 Home Energy Advisor Program helps customers understand their energy use, and empowers them to manage it, while guiding them (where appropriate) toward whole-house energy solutions. This subprogram utilizes behavioral outreach initiatives and interactive tools designed to engage customers and encourage participation in innovative initiatives to reduce energy consumption through behavioral solutions, program recommendations, and applicable IDSM opportunities. 15 Strategies Implemented in 2014 The Home Energy Report is designed to meet the Commission’s established goal of engaging 5% of all residential customers in behavioral programs by the end of 2014. In 2014, SCE: Met with the Energy Division and consultants to obtain their approval of the experimental design and implementation approach; Completed the Phase 1 Home Energy Report mailing, which reached more than 66,000 SCE customers; Developed the experimental design approach for Phase 2 Home Energy Report mailing in 2014, to reach more than 68,000 customers; Designed and developed the innovative Home Energy Efficiency Survey (HEES) Enhancement Implementation strategy, targeting customers with high energy usage in Tier-3 and above rate categories, with a scheduled deployment in 2014 to reach more than 89,200 customers; Developed straw-policy proposals for future behavior program design with the statewide program team. These proposals were discussed at the public Statewide Behavior Workshop held in 2013 to expand the current definition of behavior program beyond experimental design, comparative energy usage and ex-post evaluation; Mailed more than 900,000 HEES surveys, targeting high-usage customers and received close to 13% return rate. Participants received a Home Energy Audit Report with a list of recommendations to improve EE within their households. These recommendations were carefully linked to existing residential rebate programs to motivate actions. These mailings were completed in collaboration with city partnerships, schools, and Southern California Gas Company (SCG); Mailed out nearly 1,000 HEES surveys to encourage residential customers to achieve water conservation actions through conservation and usage questions 16 embedded in the HEES design. These mailings were completed in collaboration with water agencies and SCG; Engaged approximately 39 schools, reaching over 54,000 students, to participate in the HEES mail-in and Home Energy Advisor Online Audit tool; and Developed Home Energy Guide performance tracking metrics to better monitor customer usage. Home Energy Guide is an online resource design to assist customers in making the optimal EE purchase decisions. 17 2. Online Buyer's Guide A) Program Description The Online Buyer's Guide Program (OBG), or Home Energy Guide, supports Strategic Plan objectives and provides SCE residential customers with an integrated guide in which they can find information and tools to overcome market barriers that may prevent them from purchasing various types of EE products. The program increases participation in EE programs, customer satisfaction, customer self-service and empowerment, customer action, knowledge and awareness. It also addresses customer needs based on a customer’s individual knowledge levels. The Online Buyer's Guide includes these sections: Technology Overviews, Incentive Program Information, Shoppers Guide, Savings Information, Product Database and Retailer/ Supplier Locator. B) Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the OBG program: Enhanced performance tracking metrics against the Program Implementation Plan and customer objectives; Enhanced the specification based on the performance evaluation and program review process; Promoted the Online Buyer's Guide at the statewide level; Leveraged all available opportunities within programs at SCE and other IOUs to integrate the offerings of the product to better serve customers; and Enhanced the Home Energy Guide content using the SCE.com re-platform process. 3. Home Energy Efficiency Survey Program A) Program Description The 2014 HEES Program was a continuation of the existing HEES program. This program works in collaboration with the Online Buyer's Guide and Community Language Energy Outreach programs to provide comprehensive and integrated outreach efforts to encourage the use of energy audits to promote comprehensive retrofits to achieve deep 18 energy reductions in the residential sector. This program goal is consistent with the Strategic Plan and IDSM implementation strategies. The HEES Program is used to reach out to customers in multiple languages through different delivery channels to perform a variety of energy surveys. The program provides survey results to enable participants to understand how their energy use varies throughout the year and how their household compares with other similar households. A multi-language approach enhances the program's ability to reach California's diverse cultures and provides efficiency recommendations based on a whole-house system approach. Additionally, HEES provides information and referrals to other EE programs, solar, water conservation efforts, DR, and low-income programs, as applicable. B) Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the OBG program: Completed over 84,000 HEES surveys. This is a combination of HEES mail-in and Home Energy Advisor (HEA) online program results; Continued to launch the HEES surveys for mail-in, online, telephone, and in-home campaigns to overcome barriers to practicing EE in the residential population; Provided an EE and water-saving kit (Energy Kit) through SCG to customers who completed the HEES during the promotion period; and Enhanced HEES creative (artwork) to increase the survey response rate. 4. Statewide Plug Load and Appliances Program A) Program Description The Plug Load and Appliances (PLA) program merges the former Home Energy Efficiency Rebate (HEER), Business Consumer Electronics (BCE), and Appliance Recycling (ARP) programs. This subprogram develops and builds upon existing Point of Sale (POS) retailer relationships and includes Responsible Appliance Disposal (RAD) appliance recycling strategies. The PLA program offers rebates and incentives to 19 customers for purchasing and installing high-efficiency appliances (such as EnergyStar®) and recycling inefficient refrigerators and freezers. B) Statewide Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the statewide PLA program: The statewide PLA program team held bi-monthly IOU program planning discussions that were beneficial in allowing collaboration between statewide teams on specific plans and strategies that positively impacted the PLA program; The statewide PLA program continued statewide engagement with numerous stakeholders (including Cal-Plug, Natural Resource Defense Council, CEC, Northwest Energy Efficiency Alliance, Sacramento Municipal Utility District, EPA, EnergyStar® and the Consortium for Energy Efficiency) to increase coordination and collaboration on measure development and to continue dialogue among IOUs and Commission staff on future program development, program successes, and future PLA program opportunities; The PLA team continued coordination with the Western Regional Utility Network (WRUN)2 to offer a promotion in June 2014. The promotion focused on combining utility incentives with retailer incentives to provide customers with a $100 POS discount to further reduce the price of qualifying EnergyStar® refrigerators; and The PLA program completed the development and publication of the Residential Solutions Workbook project, an energy measurement and verification (EM&V) effort to help design and manage residential 2 The Western Regional Utility Network is an organization and alliance among California and northwestern utilities working together to provide its retail and manufacturer partners a more collaborative approach to delivering energy efficiency programs, while increasing the uptake of energy-efficient products in the retail market. 20 efficiency programs by aggregating and displaying market and energy use data through a single tool. The tool will be used statewide for planning future program design, measure development, and to track statewide consistency. C) SCE Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the PLA program: During 2014, SCE deployed a summer readiness campaign for all customers, educating them on ways to manage their electric bills during summer, and encouraged customers to purchase EE appliances that qualified for rebates. Summer readiness was promoted through various media channels (such as direct mail, e-mail, online, newspaper inserts, digital banner ads, and bill inserts); The PLA program worked with the Foundation for Pool and Spa Industry Education (FPSIE) to develop and conduct specialized training classes for pool pumps contractors and installers. Classes focused on the appropriate installation of Variable-Speed Drive (VSD) pool pumps, energy savings, and commissioning pumps to operate off-peak; and A specialized marketing incentive was developed to motivate sales associates to enroll customers in the ARP. The PLA program worked with Sears to offer associates a $5 spiff for enrolling a customer in the ARP. This spiff helped increase participation in ARP and helped the program near its annual unit, kWh and kW targets. 5. Multifamily Energy Efficiency Rebate Program A) Program Description The MFEER program offers prescriptive rebates for EE products to motivate multifamily property owners and managers to install the products. These products could be installed in common and dwelling areas of multifamily complexes, and in common areas of mobile home parks and condominiums. An additional objective of the program is to heighten the EE awareness of property owners, property managers, and tenants. 21 The MFEER Program is continuing to address the ongoing concern relating to "split incentives," in which the residents lack the incentive to install sometimes costly measures on the property that would reduce their energy usage because they are not the owners of the property. Similarly, the property owners lack the incentive to upgrade, because they do not live on-site and thus do not pay the higher utility bills that result from inefficient appliances. MFEER was designed to drive this customer segment toward participation by offering property owners a variety of EE measures and services. B) Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the MFEER program: In an effort to maximize the savings potential and benefits for customers, MFEER is coordinating with Energy Savings Assistance Program (ESAP) and EE Programs, such as EUC Multifamily. This integrated approach combines market-rate and income-qualified EE measures; The IOUs continued to advertise in various apartment industry trade publications and participated in several trade shows promoting MFEER, as well as other related programs. As a result, the program has maintained continued engagement with energy specialists and property management firms; and SCE expanded its implementation of VSD Pool Pumps across its service territory. SCE continued to work with various counties within the SCE territory to streamline the plan check process and associated fees related to this measure in an effort to remove barriers for adoption. 6. Energy Upgrade California™ Home Upgrade (EUC) A) Program Description The EUC Home Upgrade program provides incentives for comprehensive home upgrades to single-family and multifamily residential customers. The program guides customers to perform energy savings retrofits using a “whole-house” approach that allows customers to achieve deeper and more comprehensive energy savings in keeping 22 with the EE loading order. This approach views the building as a set of interdependent systems that must be considered holistically. The Home Upgrade program is designed to offer a one-stop approach to whole-house EE improvements. The objectives for the Home Upgrade program are to introduce contractors and residential customers to the concept of home performance, help transform the home retrofit market, and drive participation that will provide customers with, on average, a minimum of 10% and up to 45% annual energy reduction. B) Home Upgrade and Advance Home Upgrade To participate in the Home Upgrade Program, customers must work with a participating contractor to install eligible EE measures to decrease their energy usage. There are two paths in the Home Upgrade Program: a Home Upgrade path that uses a deemed/performance hybrid approach and an Advanced Home Upgrade path that uses comprehensive energy modeling. These paths allow the customer to choose from a variety of measures that best suit their home and needs. In 2014, incentives for the Home Upgrade path were capped at $2,500. The cap of $4,500 for the Advanced Home Upgrade was removed in 2014 (see Strategies Implemented in 2014 for details). C) Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the EUC Home program: Added efficient VSD pool pumps as an allowable measure within Advanced Home Upgrade; Conducted a joint-IOU effort, in collaboration with CPUC Staff, CEC, and interested stakeholders, to expand the allowable software modeling tools for Advanced Home Upgrade. The majority of this effort was performed in 2014 and is expected to be completed in early 2015.This is expected to help reduce administrative burden on contractors, to enhance the customer sales and engagement process, and to improve energy savings prediction accuracy. An expansion of software modeling tools also opens the door for future program design enhancements, including the possibility of a pay-for-performance model incentive and improved real-time evaluation; 23 The IOUs continued to streamline program reporting requirements. Building on 2013 improvements, the IOUs have continued to work closely with program participants to identify and resolve application and process challenges through improved desktop review practices and additional training to contractors; Program targeting efforts identified the customer attributes linked to propensity to participate and the building attributes (such as age of the home) tied to higher potential savings. This analysis has been used to determine target regions for marketing and outreach efforts; The IOUs re-designed and enhanced the program's prescriptive participation path, in cooperation with SoCalREN. The new Home Upgrade path replaced both the IOUs' Basic Path and SoCalREN’s Flex Path to improve on both former offerings; and In order to drive deeper energy savings for more homeowners and to meet the directives of the CPUC to achieve average annual energy savings of 20 percent in home retrofit projects through Advanced Home Upgrade, the CPUC Energy Division approved Advice Letter 3052-E, effective on July 11, 2014, accepting the removal of the total incentive cap per project for the Advanced HEU program. D) Energy Upgrade California Multifamily Pilot The EUC Multifamily Pilot is an extension of the existing statewide EUC Program. The Energy Upgrade California Multifamily (MF EUC) Pilot Program specifically targets the multifamily housing retrofit market and promotes longǦterm energy benefits. The SCE program is implemented in coordination with SCG, with SCE serving the lead utility role. In April 2013, SCE issued a request for proposal inviting qualified, professional energy auditing firms to bid on services which include outreach, energy audits, quality assurance, quantity control, and general program support. In September 2013, SCE hired the three firms to provide these services in support of the pilot. The three firms selected 24 were TRC Energy Services, Association for Energy Affordability (AEA), and Partner Engineering & Science / Partner Energy. E) Pilot Strategies Implemented in 2014 The SCE/SCG pilot program evaluated multifamily properties from a portfolio perspective, assigned a dedicated single-point-of-contact as resource to property owners, provided two levels of energy assessments, and leveraged all available IOU IDSM Programs to help properties reduce their energy consumption; Properties identified as having deep energy savings potential are identified as good candidates for the MF EUC Pilot. Upon property owner commitment, they are subsequently enrolled in the pilot program. Two properties were successfully enrolled in the program with several others pending property owner commitment; and Pilot program includes testing the utilization of the EPA's EnergyStar® Portfolio Manager, not only to help identify properties with energy savings potential, but also to view and track results after implementation. 7. California Advanced Homes A) Program Description California Advanced Homes Program (CAHP) provides comprehensive support for saving energy in the residential new construction sector with a cross-cutting focus on sustainable design and construction, green building practices, EE, and emerging technologies. Through a combination of education, design assistance and financial support, the CAHP works to encourage building and related industries to exceed California’s Title 24 EE standards, and to prepare builders for future changes to these standards. B) Program Highlights and Successful Strategies Implemented in 2014 2014 was another successful year for CAHP, which accumulated enough energy savings goals and unit participation to surpass the program’s targets. The residential new construction market has continued the improvement seen in 2013, providing the program good opportunities for productive engagement with the new construction industry; 25 however, the recent and future tightening of California Title 24 standards have kept the program focused on continuing to improve and enhance its efforts to save energy for utility customers and to support the State’s ZNE goals. While weathering an expected dip in enrollment after the implementation of the updated Title 24 standards released on July 1, 2014, the CAHP aimed longer-term and launched a revised program model. This major overhaul of the program was designed to meet the following goals: x Establish CAHP as a vehicle for ZNE market transformation in the California building industry; x Include all energy end-uses within a home’s envelope; x Create a program that can adapt to new technologies; x Encourage advanced building in all climate zones; and x Create a program that is simple for builders to participate and simple for utilities to implement. Expanding the program model to include all energy end uses in a home is fundamental for the program to continue to meet its energy savings objectives and to be a driver to support achievement of the State’s ZNE goal for all new homes by 2020. The program is now positioned to not only address the Title 24 regulated loads, such as heating, cooling, and hot water that have reduced savings potential, but also nonregulated loads, such as plug loads and appliances that still have untapped savings potential. Since the increasingly-stringent Title 24 standards involve measures that are more difficult than ever to implement and require new whole-building design changes, the CAHP also began a strategic program initiative to address these concerns by working directly with the builders and design teams. 26 8. EnergyStar® Manufactured Housing A) Program Description The EnergyStar® Manufactured Housing Program (ESMH) is part of the statewide Residential New Construction program offering, and addresses new factorybuilt housing not covered under the State's Title 24 energy codes. ESMH is designed to promote the construction of new manufactured homes that comply with the EnergyStar® energy efficiency standards, and targets manufacturers, retailers, and homebuyers of manufactured homes. The key objectives of the program are to capture cost-effective energy savings and demand reduction opportunities, and to move the industry toward ZNE. B) Strategies Implemented in 2014 Market demand for this type of construction was minimal; therefore, no new strategies were implemented in 2014. 9. Residential HVAC Quality Installation Program A) Program Description The Residential EnergyStar® Quality Installation HVAC Program addresses residential installation practices to ensure that equipment is installed and commissioned per industry standards. B) Strategies Implemented In 2014, SCE implemented the following strategies for the Residential HVAC Quality Installation Program: x Revisions were made to the Terms and Conditions Document to allow the customer to fill in “relationship” field when the customer is designating a third-party payee for the incentives. This was implemented to reduce the rate of errors in a situation where the customer designates someone other than itself as the “Payee”; 27 The Contractor Training was reinstated, and SCE offered the first training sessions since 2011. Two training sessions were held to accommodate the Quality Installation (QI)-approved programs, Wrightsoft and Elite Software. A total of 19 contractors attended and completed the training sessions; The payment (job completion) submittal process was reviewed by vendor and SCE staff, and a paperless submittal process was implemented. The new rebate submittal process eliminates all paper submittals and significantly decreased the processing time; The verification requirements were revised to reflect changes imposed by SCE’s Compliance Department and to require the implementation of a four-tier system based on production and pass rates. 10. Residential HVAC Quality Maintenance Program A) Program Description The HVAC Quality Maintenance Program addresses maintenance practices to ensure that equipment is serviced per industry standards and that the maintenance effort supports the long-term strategic goal of transforming the trade from commodity-based to quality-based. B) Strategies Implemented in 2014 The focus in 2014 was to bolster production by reviewing barriers outlined by participating contractors. The program began planning a new hand-held data capture device to eliminate the use of cell phones while on site. The program team also reviewed and recommended changes to the “Test-In” portion of QM, with the goal of making it an easier step that would allow contractors to identify potential QM customers without having to send highly-trained HVAC technicians. 1) Residential Quality Maintenance: For Residential Quality Maintenance, SCE: 28 Provided measures for system assessment and optimization, and one-year preventive maintenance agreements modeled after Air Conditioning Contractors of America (ACCA) 4, system air flow improvements, and Brushless Fan Motor installation; Conducted multiple training sessions on Advanced Diagnostics to ensure that participating contractors and technicians have the skills necessary to assess, maintain, and optimize systems per industry standards; Established a committee of the Western HVAC Performance Alliance to develop the specific tasking required of American National Standards Institute (ANSI)/ASHRAE/ACCA Standard 180. Conducted a technician task analysis to understand how Standard 180 could be deployed effectively in the field; Held multiple contractor forums to solicit direct input into program design; and Held multiple customer focus groups to better understand the market barriers to quality maintenance. B. Statewide Commercial Energy Efficiency Program The Statewide Commercial Energy Efficiency Program offers strategic energy planning support, technical support (for example, facility audits, calculation and design assistance), and rebates and incentives to provide DSM solutions to help commercial customers save money and energy. Targeted segments include distribution warehouses, office buildings, hotels, motels, restaurants, schools, universities, colleges, hospitals, high tech facilities, biotechnology facilities, retail facilities, and smaller customers that have similar buying characteristics. This program includes the following sub-programs: the Commercial Energy Advisor Program, the Commercial Calculated Program (which includes the Savings by Design Program), the Commercial Deemed Incentives Program, the Commercial Direct Install Program, the Commercial Continuous Energy Improvement (CEI) Program, and the Nonresidential HVAC Program. 29 1. Commercial Energy Advisor Program A) Program Description The Commercial Energy Advisor Program offers a wide and comprehensive offering of audit services, including energy assessments, benchmarking, and basic, integrated, retro-commissioning and continuous energy improvement audits. This program also includes the Pump Efficiency Services (PES) activity, which is designed to help customers make informed decisions about improving inefficient pumping systems through pump tests, targeted education, training and technical support, and renovation and/or replacement incentives. B) Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the Commercial Energy Advisor program: Continued development of the Business Energy Advisor (BEA) online “do-it-yourself” audit tool. This enhanced version of BEA will include not only commercial building types, but also small agricultural and industrial customer properties; Continued development of an end-to-end onsite audit services information system tool. This tool is designed to simplify and shorten the process of providing onsite audits by generating a customer-friendly audit report and filling out necessary incentive program application information, while maintaining a high level of data integrity; Developed an integrated Energy Audit/Assessment Reporting tool (iEAR) tool. iEAR provides a basic audit and screens customers to determine if an in-depth integrated audit is appropriate for the customer; Continued to support AB 1103 (benchmarking) through technical support and EnergyStar® Portfolio Manager live workshops, and initiated development of online workshops at SCE’s Energy Education Centers which will be available to customers 24/7 once the courses are completed in 2015; and 30 Continued to offer pump tests for customers, which resulted in customer participation in pumping system-related incentive solutions. SCE also developed deemed incentives for pumping systems between 25 – 50 horsepower. This enhanced approach will increase the cost effectiveness of the measure and simplify the customer’s requirements in keeping their pumping systems operating at peak efficiency. 2. Commercial Calculated Program A) Program Description The Commercial Calculated Program offers incentives for customized retrofit and retro-commissioning EE projects. The program also provides comprehensive technical and design assistance. Incentives are paid based on the energy savings and permanent peak demand reduction above and beyond baseline energy performance, such as state-mandated codes, federal-mandated codes, industry-accepted performance standards, or existing energy performance, as applicable. New offerings provide a framework to encourage emerging technologies and deeper, more comprehensive retrofits. B) Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the Calculated Incentives program: Implemented policy changes to overcome the challenge of increasinglycomplex custom program requirements and project cost. Specifically, SCE modified program rules such that measures eligible for deemed incentives are no longer also eligible for calculated incentives; In preparation for updated Title 24 implementation, SCE provided project developers (internal account management, external trade professionals), technical reviewers (calculated project reviewing firms), and support organizations with training on the impacts of Title 24 for project development and project review; 31 Provided technical reviewers with tools and training to ensure a consistent approach to project review, and implemented a quality control mechanism to address technical review quality and consistency; Continued to promote the use of the online application tool, which is now the primary method customers use to apply for calculated incentives. In a dynamic program policy environment, this tool supports quality inputs while minimizing the cost impacts of new requirements; and Continued to offer a Comprehensive Bonus Opportunity3 to encourage the development of projects with deeper energy savings and demonstrated DSM activities. 4 Savings By Design Sub-program 1) Program Description: Savings By Design (SBD) serves the new commercial construction segment. The program promotes integrated design by providing owner incentives, design team incentives, and design assistance to participants who design spaces that perform at least 10% better than Title 24 requirements. 2) Strategies Implemented in 2014 In 2014, SCE implemented following strategies for Savings by Design: In 2014, SBD coordinated with a number of internal and external stakeholders to ease the transition required by the updated Title 24, which went into effect on July 1. For example, SCE developed and posted a number of code transition resources to energydesignresources.com, SBD’s educational offering, closely 3 If a Calculated or Deemed project uses more than three end uses, then they get a 15% or 20% bonus increase to their incentive. 4 As filed, Savings by Design is part of the Commercial Calculated Incentives Program. Per Energy Division’s request, however, SCE reports Savings by Design as a separate sub-program. 32 collaborated with the statewide team to work through challenges, and developed documents and tool updates in anticipation of the code to facilitate a more seamless transition; x Incorporated alternative baselines into modeling software, which will both greatly simplify customer participation and significantly decrease review time; and x Realized all energy savings goals statewide. 3. Commercial Deemed Incentives Program A) Program Description The Commercial Deemed Incentive Program offers incentives to eligible business customers to encourage common, standardized EE equipment retrofits. Deemed retrofit measures have fixed incentive amounts per measure unit, and are intended for projects that have well-defined energy and demand savings. Projects are typically identified through utility EE audits, customer communications with local SCE representatives, SCE contractors, and/or partnerships with equipment vendors and trade allies. Lighting, Controls, Pumping, HVAC, Refrigeration, Window Film and Food Service equipment delivered the highest levels of energy savings in 2014. B) Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the Commercial Deemed Incentives Program: Introduced several new measures that were transitioned from the Calculated Program, such as Variable-Frequency Drive (VFD) measures; Offered a Comprehensive Bonus Opportunity to encourage the development of projects with deeper energy savings and integrated DSM; Promoted the online application tool, which has become the primary method to apply for calculated incentives. This tool increases data integrity and reduces costs; and 33 Enhanced the application to include detailed information on where retrofits are occurring in a facility, which reduces the time it takes for technical reviewers to identify equipment. 4. Commercial Direct Install Program A) Program Description The Commercial Direct Install Program delivers free and low-cost EE hardware retrofits through installation contractors to reduce peak demand and energy savings for small and medium commercial customers. The program targets small and medium businesses in a staged delivery approach that provides program services in specific geographic areas at different times, allowing for a more concentrated and directed program. B) Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the Commercial Direct Install Program: Continued the Direct Install customer demand threshold at a maximum of 199 kW, to capture additional business customers; Continued implementation of a marketing plan that emphasized a collaborative outreach effort to stimulate greater participation; Served customers using a district approach, which allows broad coverage by audit and construction teams in a larger area, increasing program efficiency; Evaluated and added new measures to the program, including candelabra LED and recessed-can LED retrofit kits; and Partnered with SCE's Energy Leader Partnership Program to leverage the Direct Install offering to municipally-owned facilities (funded by partnership programs). 34 5. Commercial Continuous Energy Improvement Program A) Program Description The Commercial CEI Program is a non-resource sub-program that offers strategic planning tools and resources which lay the groundwork for long-term integrated energy planning, and serve as a launching platform for other utility and non-utility programs and services. Through analysis, benchmarking, long-term goal setting, project implementation support, performance monitoring, and ultimately energy management certification, CEI aims to transform the market from a "project-to-project" approach to a continuous improvement pathway. In support of the Strategic Plan, a CEI approach also sets the stage for non-energy resource integration, such as GHG reduction and water conservation strategies. B) Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the Commercial CEI Program: Launched the Sustainability Circles pilot, which included two cohort cycles comprised of 13 participants, including a Prop. 39 circle comprised of eight public school districts (seven completed all sessions) and a smaller circle with five commercial customers (three completed all sessions); Assisted eight customers in implementing long-term strategic and holistic energy management plans that extend beyond the traditional projectoriented approach to EE; and Increased communication between Commercial CEI advisors, account managers, and customers to facilitate customer participation in SCE EE rebate and incentive programs. 35 6. Nonresidential HVAC Program A) Upstream HVAC Equipment Incentive Program 1) Program Description The Upstream HVAC Equipment Incentive Program offers incentives to distributors who sell qualifying high-efficiency HVAC equipment, to increase the regional stocking and promotion of such equipment, and to contractors who replace old, inefficient, operating equipment with new, high-efficiency equipment. 2) Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the Upstream HVAC Equipment Incentive program: Continued to actively promote the program to build on 2013 distributor and manufacturer participation and engage those who have not yet participated, resulting in the addition of new distributor participants and marked growth in overall program participation; Continued to promote new technologies and/or related equipment categories, such as variable refrigerant flow, ductless equipment, evaporative-cooled condensing units, air-cooled chillers, and water-cooled chillers; Researched HVAC-related impacts of changes to Title 24 and optimized program; explored market opportunities to adjust and enhance performance tiers for all categories affected by Title 24 and 2015 Federal code updates; Developed and implemented new Early Retirement offering for HVAC contractors participating in the HVAC Optimization Program. Early Retirement provides incentives to participating HVAC Optimization contractors to identify and replace old, inefficient, operating equipment with new, high-efficiency equipment. The program encourages contractors to identify opportunities through their existing maintenance agreements and customer contacts. Contractors work with distributors participating in 36 the Upstream HVAC program to identify and select new high-efficiency units; Enrolled 55 contractors in the Early Retirement sub-program; Replaced (or identified for replacement) over 11,000 tons of equipment; and Expanded program quarterly performance reports and annual performance summaries to contractors participating in Early Retirement. B) HVAC Commercial Quality Installation (QI) Program 1) Program Description The HVAC Commercial Quality Installation Program addresses commercial installation practices to ensure that equipment is installed and commissioned per industry standards. 2) Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the HVAC Commercial Quality Installation program: Provided over 680 hours of classroom training to Commercial Quality Renovation (CQR) contractors in the program and over 2,800 hours of onsite coaching to CQR contractors and technicians. This represented over 10,000 continuing education hours for participants; Delivered 12 additional CQR-specific Optimizing Economizer Efficiency Classes to 140 students; Tested and improved over 226 HVAC systems, including 25 kitchen exhaust systems, at 137 different locations; Held two contractor forums (similar to the Quality Maintenance (QM) Program) and six contractor town hall-style meetings, to roll out program changes and improvements over 2014; 37 Provided economizer training for several hundred participants at industry conferences, such as Institute of Heating and Air Conditioning Industries (IHACI); and Participated in 200 hours of committee work with groups like Western HVAC Performance Alliance. C) HVAC Commercial Quality Maintenance (QM) Program 1) Program Description The HVAC Quality Maintenance Program addresses maintenance practices to ensure that equipment is serviced per industry standards and that the maintenance effort supports the long-term strategic goal of transforming the trade from commodity-based to quality-based. 2) Strategies Implemented in 2014 The focus in 2014 was to bolster production by reviewing barriers outlined by participating contractors. The program began planning a new hand-held data capture device to eliminate the use of cell phones while on site. The program team also reviewed and recommended changes to the “Test-In” portion of QM, with the goal of making it an easier step that would allow contractors to identify potential QM customers without having to send highly-trained HVAC technicians. See also Section B) of the WE&T Centergies Subprogram, below. C. Statewide Industrial Energy Efficiency Program The Statewide Industrial Energy Efficiency Program partners with industry stakeholders to promote integrated energy management solutions to industrial end-use customers, such as printing plants, petroleum refineries, chemical industries, and water and waste water treatment plants. The program is designed to overcome the traditional market barriers to EE, while also advancing distributed generation and DR opportunities. The four statewide sub-programs described below - the Industrial Energy Advisor Program, the Industrial Calculated Energy Efficiency Program, the Industrial Deemed Energy Efficiency Program, and the Industrial Continuous Energy Improvement (CEI) Program - comprise the core products and services. 38 1. Industrial Energy Advisor Program A) Program Description The Industrial Energy Advisor Program offers a wide and comprehensive offering of audit services including: energy assessments; benchmarking; basic and integrated audits; retro-commissioning; and continuous energy improvement audits. This program also includes the Pump Efficiency Services (PES) sub-program, which is designed to help customers make informed decisions about improving inefficient pumping systems through pump tests, targeted education, training and technical support, and renovation and/or replacement incentives. B) Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the Industrial Energy Advisor Program: Continued development of the BEA online “do it yourself” audit tool. This enhanced version of BEA will include not only commercial building types, but also small agricultural and industrial customer properties; Continued development of an end-to-end onsite audit services information system tool. This tool is designed to simplify and shorten the process of providing onsite audits by generating a customer-friendly audit report and filling out necessary incentive program application information, while maintaining a high level of data integrity; Developed an integrated Energy Audit/Assessment Reporting tool (iEAR) tool. iEAR provides a basic audit and screens customers to determine if an in-depth integrated audit is appropriate for the customer; Continued efforts to expand pump testing services into the industrial segment. Unlike pumping systems in the agricultural and water agency, the industrial segment poses a unique challenge due to the use of highly customized systems. These systems are designed, in many applications, to meet very specific product process requirements; and 39 Continued to offer pump tests for customers, which resulted in customer participation in pumping system-related incentive solutions. SCE also developed deemed incentives for pumping systems between 25 – 50 horsepower. This enhanced approach will increase the cost effectiveness of the measure, and simplify the customer’s requirements in keeping their pumping systems operating at peak efficiency. 2. Industrial Calculated Energy Efficiency Program A) Program Description The Industrial Calculated Energy Efficiency Program offers incentives for customized retrofit and retro-commissioning EE projects. The program also provides comprehensive technical and design assistance. Incentives are paid on the energy savings and permanent peak demand reductions above and beyond baseline energy performance, such as state-mandated codes, federal-mandated codes, industry-accepted performance standards, or existing energy performance, if applicable. B) Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the Industrial Calculated Energy Efficiency Program: Implemented policy changes to overcome the challenge of increasingly complex custom program requirements and project cost. Specifically, SCE modified program rules so that measures eligible for deemed incentives are no longer also eligible for calculated incentives; Provided project developers (for example, internal account managers and external trade professionals), technical reviewers (calculated project reviewing firms) and support organizations with training on the impacts of Title 24 updates for project development and project review preparation; Provided technical reviewers with tools and training, to ensure a consistent approach to project review. A quality control mechanism was also implemented, to address technical review quality and consistency; 40 Continued to promote the use of the online application tool, which is now the primary method customers use to apply for calculated incentives. In a dynamic program policy environment, this tool supports quality inputs while minimizing cost impacts of new requirements; and Continued to offer a Comprehensive Bonus opportunity to encourage the development of projects with deeper energy savings and demonstrated DSM activities. 3. Industrial Deemed Energy Efficiency Program A) Program Description The Industrial Deemed Energy Efficiency Program offers incentives to eligible business customers, to encourage common EE equipment retrofits. Deemed retrofit measures have fixed incentive amounts per measure unit, and are intended for projects that have well-defined energy and demand savings. Projects are typically identified through utility EE audits, customer communications with local SCE representatives, SCE contractors, and/or partnerships with equipment vendors and trade allies. Lighting Equipment and Controls products delivered the highest level of energy savings in 2014 in this program. B) Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the Deemed Incentive program: Launched measures transitioned from the Calculated Incentive Program; Offered a Comprehensive Bonus opportunity to encourage the development of projects with deeper energy savings and integrated DSM; Promoted the online application tool, which has become the primary method to apply for calculated incentives. This tool increases data integrity and reduces costs; and 41 Enhanced the application to include detailed information on where retrofits are occurring in a facility, which reduces the time it takes for technical reviewers to identify equipment. 4. Industrial Continuous Energy Improvement (CEI) Program A) Program Description The Industrial CEI Program is a non-resource program that offers strategic planning tools and resources which lay the groundwork for long-term integrated energy planning, and serves as a launching platform for other utility and non-utility programs and services. Through analysis, benchmarking, long-term goal setting, project implementation support, performance monitoring, and ultimately energy management certification, Industrial CEI aims to transform the market from a "project-to-project" approach to a continuous improvement pathway. The CEI approach supports the goals of the Strategic Plan, and also sets the stage for non-energy resource integration, such as GHG reduction and water conservation strategies. B) Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the Industrial CEI Program: Completed nine Industrial CEI projects within the current cycle of the CEI program. Each participant has indicated they intend to continue with CEI upon ending their formal CEI engagements with the utility providing the one-on-one consultative services; Developed a Water Agency cohort model to address the drought, and to create better partnerships within the water and wastewater industry. Held focus groups and workshops throughout the year to identify barriers and address critical elements for successfully implementing energy management planning; Initiated recruitment with five water agencies, and will seek executive management commitment and implementation in 2015; and 42 Continued to utilize benchmarking tools to provide energy performance comparisons to similar type industries, thus allowing a better understanding of overall facility performance, and helping to set performance improvement targets. D. Statewide Agriculture Energy Efficiency Program The statewide Agriculture Energy Efficiency Program offers strategic energy planning support, technical support (for example, facility audits and calculation and design assistance), and financial support through rebates and incentives aimed at providing a DSM solution to help agricultural customers save money and energy. Targeted segments from the agriculture sector may include agricultural growers (crops, fruits, vegetable and nuts), greenhouses, post-harvest processors (ginners, nut hullers, and associated refrigerated warehouses), dairies, water and irrigation districts and/or agencies, and food processing customers. The statewide Agricultural Energy Efficiency Program includes the following subprograms: the Agriculture Energy Advisor Program, the Agriculture Calculated Energy Efficiency Program, the Agriculture Deemed Energy Efficiency Program, and the Agriculture Continuous Energy Improvement Program. 1. Agriculture Energy Advisor Program A) Program Description The Agriculture Energy Advisor Program offers a wide and comprehensive offering of audit services, including: energy assessments, benchmarking, basic and integrated audits, retrocommissioning, and continuous energy improvement audits for agricultural customers. This program also includes pump efficiency services (PES), which is designed to help customers make informed decisions about improving inefficient pumping systems through pump tests, targeted education, training and technical support, and renovation and/or replacement incentives. B) Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the Agriculture Energy Advisor Program: 43 Continued development of the BEA online “do-it-yourself” audit tool. This enhanced version of BEA will include not only commercial building types, but also small agricultural and industrial customer properties; Continued development of an end-to-end onsite audit services information system tool. This tool is designed to simplify and shorten the process of providing onsite audits by generating a customer friendly audit report and filling out necessary incentive program application information, while maintaining a high level of data integrity; Developed an integrated Energy Audit/Assessment Reporting tool (iEAR) tool. iEAR provides a basic audit and screens customers to determine if an more in-depth integrated audit is appropriate for the customer; Supported the development of the Agricultural Trade Association Pilot (AG Pilot, formerly referred to as the Agricultural Test Strategic Approach). This pilot leverages the California Winegrape Growing Association’s sustainability initiative to deliver EE and other IDSM solutions to their membership. The results will be measured and analyzed for increases in efficiency and cost-effectiveness; Continued to offer pump tests for customers, which resulted in customer participation in pumping system-related incentive solutions. SCE also developed deemed incentives for pumping systems of between 25 and 50 horsepower. This enhanced approach will increase the cost effectiveness of the measure, and simplify customers’ requirements in keeping their pumping systems operating at peak efficiency; and SCE’s pump testing services also targeted agricultural customers in the Central Valley area, as the severe drought situation forced many agricultural growers to drill new and/or deeper wells to keep their crops alive. 44 2. Agriculture Calculated Energy Efficiency Program A) Program Description The Agriculture Calculated Energy Efficiency Program offers incentives for customized retrofit and retro-commissioning EE projects for agricultural customers. The program also provides comprehensive technical and design assistance. Incentives are paid based on the energy savings and permanent peak demand reduction above and beyond baseline energy performance, such as state-mandated codes, federal-mandated codes, industry-accepted performance standards, or existing energy performance, as applicable. New offerings provide a framework to encourage emerging technologies and deeper, more comprehensive retrofits. B) Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the Agriculture Calculated Energy Efficiency Program: Implemented policy changes to overcome the challenge of increasinglycomplex custom program requirements and project cost. Specifically, SCE modified program rules so that measures eligible for deemed incentives are no longer also eligible for calculated incentives; Provided project developers (internal account management, external trade professionals), technical reviewers (calculated project reviewing firms) and support organizations with training on the impacts of Title 24 implementation for project development and project review; Provided technical reviewers with tools and training, to ensure a consistent approach to project review. A quality control mechanism was also implemented, to address technical review quality and consistency; Continued to promote the use of the online application tool, which is now the primary method customers use to apply for calculated incentives. In a dynamic program policy environment, this tool supports quality inputs while minimizing cost impacts of new requirements; and 45 Continued to offer a Comprehensive Bonus opportunity to encourage the development of projects with deeper energy savings and demonstrated DSM activities. 3. Agriculture Deemed Energy Efficiency Program A) Program Description The Agriculture Deemed Incentive Program offers incentives to eligible agricultural customers to encourage common EE equipment retrofits. Deemed retrofit measures have fixed incentive amounts per measure unit, and are intended for projects that have well-defined energy and demand savings. Projects are typically identified through utility EE audits, customer communications with local SCE representatives, SCE contractors, and/or partnerships with equipment vendors and trade allies. Pumping equipment and Variable Frequency Drive (VFD) products delivered the highest level of energy savings in 2014 in this program. B) Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the Agriculture Deemed Energy Efficiency Program: Introduced several new measures transitioned from the Calculated program, including VFDs and pump overhauls; Offered a Comprehensive Bonus opportunity to encourage the development of projects with deeper energy savings and integrated DSM; Promoted the online application tool, which has become the primary method to apply for calculated incentives. This tool increases data integrity and reduces costs; and Enhanced the application to include detailed information on where retrofits are occurring in a facility, which reduces the time it takes for technical reviewers to identify equipment. 46 4. Agriculture Continuous Energy Improvement (CEI) Program A) Program Description The Agriculture CEI Program is a non-resource sub-program that offers strategic planning tools and resources which lay the groundwork for long-term integrated energy planning and serves as a launching platform for other utility and non-utility programs and services. Through analysis, benchmarking, long-term goal setting, project implementation support, performance monitoring, and ultimately energy management certification, CEI aims to transform the market from a "project-toproject" approach to a continuous improvement pathway. The CEI approach supports the goals of the Strategic Plan, and also sets the stage for non-energy resource integration, such as GHG reduction and water conservation strategies. B) Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the Agriculture Continuous Energy Improvement Program: Successfully recruited two Agricultural customers, one dairy food processor and one almond grower/ processing plant. Both customer engagements were started in August and should be completed in early 2015; and Continued marketing efforts for the program at the World Ag Expo, which was held in January 2015. E. Statewide Lighting Program The 2013-2014 Statewide Lighting Program the Primary Lighting subprogram (formerly the Upstream Residential Lighting Incentive Program for Basic Compact Florescent Lightbulbs (CFL), and the upstream component of the Advanced Lighting Program); the Lighting Market Transformation subprogram; and the Lighting Innovation subprogram. The Statewide Lighting Program facilitates market adoption and transformation for advanced lighting products through a number of activities including: 1) assessment of precommercialized lighting technologies, 2) demonstration projects and trial studies for advanced 47 lighting technologies in the early stages of commercialization, and 3) incentives for lighting measures that have reached a suitable level of commercialization. Following are descriptions of the three Lighting subprograms and the successful strategies employed in 2014. 1. Primary Lighting Sub-Program A) Program Description This subprogram offers upstream rebates to reduce the cost of EE lighting products. It introduces new EE lighting products, and strives to influence the future purchasing and installation behaviors of residential customers. An array of product types, models, and technologies are offered, including specialty CFLs and LEDs. B) Strategies Implemented in 2014 A prevailing strategy for 2014 was to require LED products within the program to demonstrate performance and packaging characteristics consistent with the California Quality LED Specification. This was accomplished by requiring products to be of substantially-higher color quality than the minimum requirement, and by adding products compliant with the California specification, as they became available. With the advent of relatively low-cost, efficient LEDs, the program employed the strategy of balancing the measure mix between LED and CFL measures to achieve targets while aggressively promoting LEDs. 2. Lighting Innovation Sub-Program A) Program Description The Lighting Innovation subprogram evaluates products or program approaches new to the market, which have the potential of eventually entering the Primary Lighting Program or Commercial, Industrial, and Agricultural Programs. Lighting Innovation trials, pilots, and studies are administered to collect data on the sales, installation, marketing, and other business aspects of the lighting industry, to determine data-driven recommendations and influence future program designs. Showcases and field placement projects are conducted, when applicable. 48 B) Strategies Implemented in 2014 In 2014, SCE completed trial studies showcase and demonstrate projects to test the viability of new product and program approaches: SCE’s Midstream Pilot Program and Study continued to examine the viability of incentives available to customers for LED products through electrical wholesale distribution channels. Initial program findings were positive near the end of 2014. As a result, the SCE Midstream Pilot Program will be in the process of transition to an independent Midstream Program in 2015. The Statewide IOU Measurement and Evaluation team initiated an evaluation of SCE’s and Pacific Gas and Electric (PG&E’s) Midstream Pilot Programs and Studies. The evaluation of the SCE Midstream LED Distributor Pilot Program report is planned to be completed by the end of Q1 2015. Additional SCE Midstream Pilot learnings will be shared in the Statewide Lighting Market Transformation Program Annual Report; SCE’s Web Trial Program continued to explore the viability of incentive offerings available to residential customers for LED lamps through internet retail channels. The trial ended in August 2014, with both positive and negative program experiences. Detailed descriptions of the Web Trial experience will be shared in the Statewide Lighting Market Transformation Program Annual Report; The SCE Sustainable Office Lighting Trial Program and Study Plan was completed, with input and guidance from the California Advanced Lighting Controls Training Program (CALCTP) and Energy Division Staff and expert consultants. The Pilot will be active throughout 2015, to collect quantifiable project data from lighting control installations from CALCTP certified and non-CALCTP certified contractors to support CPUC directives; and The SCE Lighting Innovation – Energy Upgrade California LED Lighting Demonstration was initiated to encourage contractors and homeowners to participate in the EUCA program and experience efficient LED lighting in 49 their homes. The purpose of the demonstration is to increase homeowner and contractor participation in EUCA Home Upgrade projects and demonstrate a comprehensive approach by using LED lighting to motivate both homeowner participation and contractor engagement. 3. Lighting Market Transformation (LMT) Sub-Program A) Program Description The LMT subprogram encompasses a statewide program strategy that coordinates IOU efforts to promote efficient lighting technologies and best practices in California. It entails development of innovative data-driven program strategies to adapt utility lighting programs to the ever-changing energy and lighting markets in support of the Strategic Plan. The program tracks, coordinates, and provides collaboration opportunities for utility, government, and industry lighting market transformation activities. The program oversees the progression of lighting solutions across utility programs such as Emerging Technologies, Lighting Innovation, Primary Lighting, and C&S, as well as Commercial, Industrial, and Agricultural incentive program lighting measures. The program is particularly instrumental in the development of Lighting Innovation Program concepts, trials, and demonstrations. Lighting Market Transformation helps ensure efficient progression of lighting solutions, into and out of customer EE programs. B) Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the LMT Sub-program: Adjusted LMT activities and work products to better align with new Market Transformation framework; Updated the Lighting Solutions Workbook to better characterize the market and savings potential for Market Transformation planning activities. Market Transformation Indicators were developed for LMT to track changes in the California lighting market over time; Initiated discussions and plans for a 2015 update to the Lighting Activity Workbook. The Statewide LMT team collected input from various utilities 50 and EE organizations across the West Coast to gather ideas to increase the value of the workbook and reduce the cost of compilation of the workbook; and Completed Residential and Commercial Strategy Briefs, articulating the specific market characteristics, market barriers, and recommended actions to inform a market transformation story. Details regarding the Statewide Lighting Program efforts will be provided in the June Lighting Market Transformation Annual Report. F. Statewide Finance Program The Statewide Finance Program is designed to provide customers additional options for financing EE projects and includes three sub-programs: 1) On-Bill Financing (OBF) Program, 2) American Reinvestment and Recovery Act (ARRA)-Originated Financing, and 3) New Finance Offerings (Pilots). The programs are offered in conjunction with other core SCE programs to stimulate and enable higher levels of customer participation. 1. On-Bill Financing Program (OBF) A. Program Description OBF offers zero-interest financing for the installation of qualifying energy-efficient lighting, refrigeration, and air conditioning measures. Loans are available to qualifying nonresidential customers, including commercial, industrial, government, and institutional customers, and are repaid as a line-item on the customer's electric bill. This program supports the Strategic Plan's commercial sector goals and strategies. OBF is offered with other SCE programs, including statewide, third-party, and local government partnership offerings. B. Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the OMF Program: 51 Funded a total of 739 projects, representing $16.4 million in loans during 2014;5 Modified internal processes and automated loan documentation to reduce processing times by nearly 10%, improve data integrity/accuracy, and support customer satisfaction; Actively participated in ongoing statewide team activities to assess, improve, and streamline OBF and developed a new statewide reporting template to facilitate reporting activities with key loan information (e.g., loan fund activities by segment and measure, loan repayment information); and Adjusted program requirements to align with new Title 24 building codes. This included system enhancements, loan calculation methodologies and coordination with incentive programs. 2. The ARRA-Originated Financing Program A. Program Description The ARRA-Originated Program provides ratepayer funding to entities that operate ARRA-funded finance programs. This program was designed to encourage the implementation of comprehensive EE retrofits by providing access to affordable financing options. In 2013-2014, SCE proposed to fund two programs: 5 EmPower SBC. This Program provides unsecured loans for single-family homeowners to implement home energy upgrades. EmPower SBC is administered by the County of Santa Barbara and is jointly co-funded by PG&E, SCE, and SCG. The program receives funding for various program Figures represent both new projects initiated in the 2013-2014 cycle, as well as projects committed in the 2010-2012 cycle that were installed in 2014. 52 activities such as marketing and workforce training within the Santa Barbara, Ventura, and San Luis Obispo counties, and provides credit enhancement funds through a loan loss reserve (LLR)[1] . The program leverages both ARRA and IOU ratepayer funding to create a partnership with the County, all eight incorporated cities within the County, the EUC program, and two competitively selected local credit unions. California Rural Home Mortgage Finance Authority(CRHMFA) Homebuyers Fund (CHF).This subprogram would provide residential energy retrofits through a private financing source to support EE projects for residential customers, and was designed to leverage a loan loss reserve supported by IOU ratepayer funds. As set forth below, this subprogram is not being pursued at this time. B. Strategies Implemented in 2014 In 2014, SCE implemented the following strategies: SCE, SCG, and PG&E executed amendments to the agreements with the lending institutions participating in the emPowerSBC Program to establish a loan loss reserve backed by ratepayer-funded credit enhancements; The emPowerSBC Program continued to engage customers and contractors to promote participation in the program. The program closed five ratepayer-funded loans for residential customers in SCE’s territory totaling just over $100,000; The emPowerSBC Program expanded eligibility rules in July 2014 to allow financing of single measures approved by participating utilities, rather than requiring multiple measures (three or more); and SCE and CHF have mutually agreed not to launch the 2013-2014 CHF Program due to overlap with one of the new finance pilots (Residential Energy Efficiency Loan (REEL) Assistance Program, and lack of interest from financial institutions for this smaller program. SCE has submitted a [1] An LLR provides reimbursement to a financial institution only in the event of a default on a qualifying loan, up to a given percentage on a portfolio of loans. IOUs provide LLR funds and set eligible energy efficiency measures. Financial intuitions provide capital for EE loans. 53 program implementation plan addendum to remove the CHF Program from this sub-program. 3. New Finance Offerings (Pilots) A. Program Description Per the decision implementing 2013-2014 Energy Efficiency Financing Pilot Programs (D.13-09-044), the IOUs, along with the California Alternative Energy and Advanced Transportation Financing Authority, CAEATFA, (a subdivision of the California Treasurer’s office that will serve as the pilots’ administrator), are developing statewide financing pilot programs that offer scalable and leveraged financing products and test market incentives for attracting private capital through investment of ratepayer funds. The pilots include the following On-Bill Repayment (OBR) programs: x Small Business OBR Loan Program x Small Business OBR Lease Program o Non Residential OBR without Credit Enhancements (CE) Program o Master-Metered Multifamily OBR Program o Residential EE Finance Line Item Charge (EEFLIC) program (PG&E only) These pilots are intended to test whether payment on the utility bill increases debt service performance across market sectors. The pilots also include two off-bill programs: o Residential Energy Efficiency Loan (REEL) Assistance Program (formerly known as the Single Family Loan Program); and o Off-Bill Small Business Lease Providers Program. The pilots will include various forms of CEs for residential properties and small businesses. The CEs are expected to provide additional security to thirdparty lenders and private capital so they can extend or improve credit terms for EE projects. 54 B. Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the New Finance Offering program: The Finance Pilots were expected to launch in 2013, but were delayed pending approval of the CAEATFA’s request for state legislative budget authority to act as the CHEEF. CAEATFA received authority to proceed in July 2014; In 2014, SCE worked with the other IOUs and CAEATFA to develop the necessary contracts, program implementation plans, tariffs, eligible EE measure lists, data requirements, and other elements of the Pilots; SCE also collaborated with the Center for Sustainable Energy (CSE), the authorized marketing implementers on the development of the pilot marketing strategy; and SCE developed major billing system enhancements and related business processes to enable collection of loan payments and customer data on behalf of financing institutions. G. Statewide Codes & Standards (C&S) Program (1) Program Description The Statewide Codes and Standards (C&S) Program saves energy on behalf of ratepayers by influencing standards and code-setting bodies, such as the California Energy Commission (CEC) and the US Department of Energy (USDOE), to strengthen energy efficiency regulations, by improving compliance with existing codes and standards, by assisting local governments to develop ordinances that exceed statewide minimum requirements, and by coordinating with other programs and entities to support the State’s ambitious policy goals. Codes and Standards program advocacy and compliance improvement activities extend to virtually all buildings and potentially all appliances sold in California. 55 (2) Key Initiatives x Development of Title-24 Codes and Standards Enhancement (CASE) studies, including code enhancement proposals and stakeholder development, in support of 2016 building codes. x Updates to Title-20 CASE studies in support of the Phase 1 rulemaking, and response to all federal appliance standards rulemakings that impact California. x Continued compliance improvement education and training for building codes, and expansion into appliance standards. (1) Successful Program Strategies Support for state and federal building codes and appliances standards continues to move California towards residential Zero Net Energy by 2020, non-residential Zero Net Energy by 2030, and the Governor’s goal to reduce building energy usage by 50%. Compliance improvement activities have contributed to Title-24 compliance rates that exceed 100%, and compliance rates for appliance standards between 80% and 90%. (2) Impact on Savings Building efficiency and appliance standard advocacy efforts, and higher than expected compliance rates, have resulted in a significant energy savings. Net C&S savings are approximately half of net portfolio savings. (3) Implementation Challenges The 2013 Title 24 Code, which became effective in 2014, has been difficult to implement due to late availability of software, software glitches and subsequent software updates. In addition, the 2013 version had one of the largest increases in stringency of any previous code cycle. Title 24 Code complexity necessitates many additional work aids such as fact and trigger sheets to explain code intricacies to users. 56 (4) Opportunities Moving Forward There are several opportunities to improve the quality of advocacy in support of state and federal building codes and appliance standards through increased primary research. In addition to further expansion of Title 24 education and training, significant energy savings may be achieved by expanding support for appliance standards. New reach codes may be developed as software stabilizes. 1. Appliance Standards Advocacy The Appliance Standards Advocacy subprogram targets both state and federal standards and test methods: improvements to Title 20 Appliance Efficiency Regulations by the CEC, and improvements to Federal appliance regulations and specifications by the USDOE, EPA EnergyStar®, and the Federal Trade Commission. Advocacy activities include developing Title 20 code enhancement proposals, participating in the CEC public rulemaking process, submitting comment letters based on IOU research and analysis in federal standards proceedings, and participating in direct negotiations with industry. Additionally, the program monitors state and federal legislation and intervenes, as appropriate. Program Highlights Advocated changes to Title 20 Appliance Efficiency Regulations. Activities included the following: x Participated in several CEC webinars and workshops regarding “Phase 1” topics rulemaking. x Developed and submitted response to CEC’s invitation to participate, a data request, for 18 products: consumer electronics, lighting and water products, commercial clothes dryers, air filter labeling, spas and pool pumps, motors and heaters. 57 x Completed laboratory testing for several topics, with results submitted as part of the CASE studies. Additional testing pursued for further support of the rulemaking. o Developed and submitted 13 Title 20 CASE studies to the CEC. o Facilitated industry and advocate stakeholder meetings for all topics x Video Displays Game Consoles Computers Set-top Boxes Dimming Ballasts Small Diameter Directional Lamps Light-Emitting Diode (LED) lamps Commercial Clothes dryers Toilets and Urinals Faucets Small network Equipment Amend Swimming Pool and Spa Standards HVAC Air Filter Labeling. Advocated changes to federal appliance standards. Activities included the following: o Researched and responded to specific issues related to federal rulemaking and specification processes conducted by U.S. Department of Energy (DOE), U.S. Environmental Protection Agency’s EnergyStar®, and the Federal Trade Commission. 58 o Participated in several stakeholder meetings during rulemakings and specifications process, resulting in 38 rulemaking advocacy letters issued in 2014. The results of these efforts will be determined in future years. o IOU Advocacy letters issued in previous years influenced rulings on five Federal Measures taking effect as law in 2014: 1.)Room Air Conditioners, 2.) Residential Refrigerators and Freezers, 3.) General Service Fluorescent Lamps, 4.) Fluorescent Lamp Ballasts and 5.) Water-and Evaporativecooled Computer Air Conditioners and Heat Pumps. o Participated in DOE’s Appliance Standards and Rulemaking Federal Advisory Committee (ASRAC) working groups with DOE, industry, and other stakeholders. 2. Building Codes Advocacy The Building Codes Advocacy subprogram primarily targets improvements to Title 24 Building Efficiency Regulations that are periodically updated by the CEC. The subprogram also seeks changes to national building codes that impact California building codes through ASHRAE and other national groups. Advocacy activities include, but are not limited to, development of code enhancement proposals and participation in public rulemaking processes. The program may coordinate with or intervene in ratings organizations that are referenced in Title 24 (e.g., the National Fenestration Rating Council, and the Cool Roof Rating Council). These efforts support the governor’s goal to increase building efficiency by 50%. Program Highlights o Supported post-adoption prerequisites to improve future implementation of 2013 Title 24 building energy and CALGreen standards. Activities included improvements to the Performance Method software and development of a software training program, and edits to the CEC Residential and Nonresidential Title 24 Compliance Manual. 59 o Commenced preparations for the 2016 code cycle to prepare for expected CEC proceedings. Activities included developing, coordinating, and providing management support for Emerging Technologies projects that are collecting energy savings, cost-effectiveness and feasibility information for the top 4 residential measures planned for the 2016 standards, including improvements to attics, walls, lighting, and water heating. These measures are critical for achieving Zero Net Energy ready homes by 2020. Also, worked closely with the CEC staff to identify and prioritize energy efficiency measures for the 2016 Title 24 standards development. o Conducted efforts to harmonize state and national building codes. Activities included a major rewrite of ASHRAE Standard 189.1 (Standard for the Design of High Performance Green Buildings) to allow a “dual path” approach where one path is able to allow above federal minimum equipment efficiencies without violating federal preemption law. This standard has also adopted bi-level parking lot lighting controls similar to those in the 2013 Title 24 in alignment with ASHRAE Standard 90.1 (Energy Standard for Buildings Except Low-Rise Residential Buildings). The C&S team has been working with the national energy code development process to assure that daylighting code requirements are aligned between the two standards. In conjunction with Pacific Northwest National Laboratory (PNNL), the C&S team is involved with the process to require card key controls of lighting HVAC and ventilation of hotel and motel guest rooms. 3. Compliance Improvement Following adoption, C&S supports compliance improvement with both Title 24 building codes and Title 20 appliance standards. Compliance improvement activities complement the advocacy work by maximizing verified savings from codes and standards that are realized and persist over time. The Compliance Improvement subprogram targets market actors throughout the entire compliance chain, providing 60 education, outreach, and technical support and resources to improve compliance with both the building and appliance energy standards. Achieving satisfactory compliance with the codes is a crucial requirement for capturing the code-related energy savings for the long-term benefit of society. Broad compliance is necessary to level the playing field for well-intentioned suppliers and contractors who are otherwise faced with a competitive disadvantage when complying with regulations. Greater compliance strengthens voluntary program baselines and provides a solid foundation for future robust advocacy efforts. Program Highlights x Expanded training modalities to increase the depth and breadth of educational offerings and audience reach; x Decoding Talks: Monthly 90-minute online discussions on specific topics targeted at Building Department Personnel and contractors; x On-line Learning Portal: Building industry practitioners will have prescribed paths leading to training and tools; x Virtual Classes: Instructor-led, interactive, web-based classes eliminating travel time and expenses; x Developed and maintained tools to aid compliance improvement practitioners in implementing the code; x Forms Ace: Aids in determining which compliance forms are applicable to your specific project; x Installation Ace: A “field guide” to assist in identifying proper installation techniques and visual aids for some components commonly installed incorrectly; x Reference Ace: Helps you navigate the Standards using key word search capabilities, hyperlinked tables and related sections; 61 x Crack the Code Workshops: Workshop packages to help Building Departments facilitate trainings for local installation contractors; x Launched an outreach campaign to increase consumer and building industry’s awareness of code requirements, and new EnergyCodeAce website designed to serve as a one-stop-shop for compliance tools, resources and learning portal access; x Created a host of resources, including: o Trigger Sheets: Measure-based sheets that identify and define the code requirements that are triggered when a change is made to a building o Fact Sheets: Define the essential requirements, considerations and required forms for specific energy code measures x Checklists: Provide step-by-step guidance for plans checks and field inspections; x Developed a new Title 24 Summary Compliance form (NRCC-PRF-01-E) form using input from practitioners and building departments that reduced complexity and provided guidance regarding the forms required to be submitted for a given building project; and x Commence outreach and education efforts for Title 20 and federal appliance standards. 4. Reach Codes In addition to mandatory minimum-level codes, the C&S program advocates for the development and implementation of “Reach Codes” that exceed minimum state code requirements and may be adopted by local jurisdictions or agencies. The Reach Codes subprogram provides technical support to local governments that wish to adopt ordinances that exceed statewide Title 24 minimum energy efficiency requirements for 62 new buildings, additions, or alterations. Support for local governments includes research and analysis for establishing performance levels and cost-effectiveness relative to Title 24 by Climate Zone, drafting model ordinance templates for regional consistency, and assistance for completing and expediting the application process required for approval by the CEC. The subprogram also supports local governments that seek to establish residential or commercial energy conservation ordinances for existing buildings. The program also monitors and/or participates in a wide range of activities or proceedings that have direct or indirect impacts on California regulations including, but not limited to ASHRAE (formerly known as the American Society of Heating, Refrigerating, and Air-Conditioning Engineers), international activities involving Europe, Asia, Canada, and Australia, voluntary standards such as green building codes, and ratings organizations such as the Cool Roof Rating Council (CRRC), National Fenestration Rating Council (NFRC), Collaborative for High Performance Schools (CHPS), and the United States Green Building Council (USGBC). Additionally, the program intervenes in EnergyStar® and other voluntary activities to shape future regulations or support coordination with voluntary programs. Program Highlights x Commenced efforts to support documenting reach code savings that may be counted towards local government climate action plan goals. Activities included initiating the development of a secure cloud-hosted system that would allow participating Reach Code jurisdictions to import data from the Performance Certificate of Compliance (PERF-1C) XML files. This database will allow the IOUs to report aggregated and detailed modeled energy savings and electric demand and GHG reductions. It will also allow the various jurisdictions access their own aggregated savings and reduction data; and x Initiated preparation of Cost Effectiveness Studies to support the adoption of Cool Roof Reach Code ordinances by the City of Los Angeles, City of Pasadena and County of Los Angeles, respectively. The Studies will 63 address product cost, energy savings, cost-effectiveness and greenhouse gas reductions (GHG) to support reach code requirements for residential and nonresidential Cool Roofs in Climate Zones 6, 8 and 9 (located in the California central coast). 5. Planning and Coordination The Planning and Coordination subprogram works with the CEC, CPUC, Emerging Technologies, Workforce Education and Training (WE&T), rebate and other voluntary programs, to conduct strategic planning in support of the Strategic Plan policy goals, including Zero Net Energy (ZNE) goals for new construction. As part of the expanded outreach and communications efforts, the C&S program maintains a codes and standards collaborative, and continues to facilitate the statewide Compliance Improvement Advisory Group (CIAG). In addition, the C&S program maintains regular contact with state and federal code-setting agencies to minimize duplication of efforts and coordinate activities. Program Highlights x Conducted tactical planning in support of the CPUC’s residential ZNE policy goal. Activities included development of a draft plan, review by CPUC and CEC staff, and revisions to the draft plan based on these inputs; x Developed a standing statewide cross-functional conference call to improve coordination communication with other groups within the IOU energy efficiency portfolio; and x Collaborated with the WE&T statewide team on training calendar offerings for building industry community and training for community colleges on 2013 Title 24 code requirements. 64 H. Statewide Emerging Technologies Program A) Program Description The statewide Emerging Technologies Program (ETP) supports the California IOU EE programs in their achievements of aggressive objectives through three subprograms: x The Technology Assessment subprogram supports the California IOU EE programs by identifying and assessing the performance of emerging EE technologies and solutions that may be offered to customers with an incentive. x The Technology Development Support subprogram supports efforts to increase technology supply by educating technology developers about technical and programmatic requirements for rebated measures. x The Technology Introduction subprogram supports efforts to introduce technologies to the market by exposing end-users to applications of emerging technologies in real-world settings, and by using third-party projects to deploy technologies on a limited scale in the market. ETP uses a number of tactics to achieve the objectives of its three subprograms. Some of the key tactics are described below, but each tactic may be used to achieve any of the subprogram objectives, and this list is not comprehensive. 1. Technology Assessments Subprogram A. Program Description Through the Technology Assessment (TA) element of ETP, EE measures that are new to the market (or underutilized for a given application) are evaluated for performance claims and overall effectiveness in reducing energy consumption and peak demand. A key objective of these assessments is the adoption of new measures into SCE's portfolio. Historically, a technology assessment is core to ETP and provides critical support to EE programs. TAs may use data and information from different sources to support assessment findings, including in situ testing (conducted at customer or other field sites), laboratory testing, or paper studies. In addition to other findings and 65 information, assessments typically generate the data necessary for EE rebate programs to construct a work paper for each measure estimating energy and demand savings over the life of the measure. B. Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the Technology Assessment Subprogram: Continued to collaborate with IOUs and non-IOU partners and scan a wide variety of sources to identify suitable assessment candidates; Used the statewide database to report project activities on a quarterly basis; Actively engaged the EE Program and other program stakeholders: Transferred acquired knowledge to engineering and design communities. Transferred assessment results to EE programs via SCE's Idea Management Team (IMT) for adoption as EE measures; Provided information to internal stakeholders from assessments that can help IOUs' IDSM resource acquisition programs as they develop new measures or revise and/or integrate existing measures; Used a screening and scoring system to identify the most appropriate TA candidates; Produced reports describing TA results, conclusions, and recommendations; Coordinated assessments and shared technology information through the quarterly meetings of the Emerging Technologies Coordinating Council (ETCC); Held ETCC Open Forums, where developers of new technologies had an opportunity to highlight their products to ETP; and Successfully identified technologies with verified savings and benefits to the California IOU programs. 66 2. Technology Development Support Subprogram A. Program Description The Technology Development Support (TDS) subprogram provides assistance to private industry in the development or improvement of technologies. Although product development — the process of taking an early-stage technology, or concept, and transforming it into a saleable product — is the domain of private industry, there are opportunities where IOUs are well qualified (or in a strong position) to undertake targeted, cost-effective activities that provide value in support of private industry product development efforts. This support decreases innovator uncertainties and allows the ETP to have input into the new technologies that are developed. ETP looks for targeted opportunities to support EE product development and uses several activities to support technology developers through TRIO (Technology Resource Incubator Outreach) roundtables and symposia. TRIO provides support and networking for EE and DR entrepreneurs, investors, and universities with the goal of providing participants the necessary perspective and tools to work with IOUs and ultimately introduce new EE measures to the marketplace. TRIO symposia are intended to educate technology developers on the requirements that IOUs must apply in considering new technologies for inclusion in IOU programs. TRIO roundtables are targeted to a smaller audience and have focused on costeffectiveness, energy management systems, and ET assessments. Market and behavioral studies investigate customer needs in targeted sectors to estimate customer reaction to new technologies and solutions. The key activity in which ETP engages is in communication and collaboration with industry. These activities are often conducted on an ad hoc basis, as windows of opportunity arise. B. Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the TDS Subprogram: 67 Stayed abreast of statewide lighting and HVAC initiatives; Collaborated with industry directly and through partners, such as the Western Cooling Efficiency Center (WCEC), the California Lighting Technology Center (CLTC), The California Plug-Load Center (CalPlug) and First Look West (FLoW); a Caltech- managed USDOE Clean-Tech competition, to provide targeted support for technology development; Collaborated and educated innovators from universities and other research institutions; Collaborated with the ETCC and the other IOUs on various program-related activities; Continued on-going business relationships with investors who were interested in funding cost-effective EE measures; Provided TRIO symposium on "how to do business with utilities." This workshop helped to educate the investor and technology communities on the requirements for doing business with utilities; and Issued a new competitive Request for Proposals to encourage innovative technologies or approaches to be implemented as a new third-party program. 3. Technology Introduction Support Subprogram A. Program Description The Technology Introduction Support (TIS) subprogram supports the introduction of new technologies to the market, on a limited scale, through several activities. x Scaled Field Placements (SFP) projects consist of placing a measure at a number of customer sites as a key step toward gaining market traction and feedback; typically, these measures have already undergone an assessment or similar evaluation to reduce risk of failure. Monitoring activities on each scaled field placement will be determined as appropriate; x Demonstration and Showcase (DS) projects are designed to provide key stakeholders the opportunity to "kick the tires" on proven combinations of 68 measures that advance ZNE goals. DS introduces measures at a systems level to stakeholders, whether they are the general public or a targeted audience, in real-world settings, thus creating broad public and technical community exposure and increased market knowledge of these potentially large-scale projects. Key attributes of a DS project are that it is open to stakeholders and highlights a systems approach rather than an individual approach; x Market and behavioral studies are designed to perform targeted research on customer behavior, decision making, and market behavior to gain a qualitative and quantitative understanding of customer perceptions, customer acceptance of new measures, and market readiness and potential for new measures; and x TRIP (Technology Resource Innovation Program) solicits third-party projects (of up to $300,000) to deploy emerging technologies on a limited scale to the market. B. Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the TIS subprogram: Scanned, screened, and prioritized a wide variety of sources and coordinated closely with EE Programs for measures suitable for SFP and DS projects; Developed communication plan to promote project exposure, stakeholder awareness, and public information dissemination; Launched SFP and DS efforts; Demonstrated the technologies in actual field conditions; Performed primary or secondary research, as necessary, to gain market insight. Coordinated with the statewide ETCC stakeholders; and Solicited third-party programs and awarded funds to introduce emerging technologies to the market. Other Notable Accomplishments in 2014: 69 ETCC hosted the ET Summit in October of 2014. The 500+ attendee conference was successfully hosted by PG&E as lead utility collaborating closely with other ETCC Leadership Team members. The theme of the event was ”Accelerating Innovation in Energy Efficiency.” The event received a positive response, based on attendee survey feedback, and helped ETCC stakeholders raise, discuss, and debate several important topics related to bringing new ideas to market quickly and scaling adoption of those ideas. The event also featured an exhibitor showcase that allowed several start-up companies and experienced vendors with new products to display their ideas for attendees; and Launched an enhanced ETCC structure including the addition of new Leadership Team member, the Los Angeles Department of Water and Power (LADWP); restructured the ETCC Quarterly meetings to focus more on strategic technology issues; and convened the newly cleated ETCC Advisory Council consisting of 14 representatives from several key stakeholder organizations. I. Statewide Workforce Education & Training Program The Statewide IOU Workforce Education and Training (WE&T) Program represents a portfolio of education, training, and workforce development planning and implementation funded by or coordinated with the IOUs. The program includes three subprograms: WE&T Centergies, WE&T Connections, and WE&T Strategic Planning and Implementation. In 2014, WE&T met its goals. Additionally, the program continued to consider and implement enhancements, in order to align with program evaluation and Needs Assessment recommendations. In May 2014, the WE&T program received a Guidance Plan from the expert consultant hired to develop a comprehensive approach to WE&T. The program team initiated meetings with internal and external stakeholders, and EE Programs staff in order to assess, prioritize and determine the next steps for the recommendations. Below is an overview of the 2014 program highlights by subprogram: 70 1. WE&T Centergies Subprogram A. Program Description This subprogram is organized around market sectors and cross-cutting segments to facilitate IDSM workforce education and training. Energy Centers represent the largest component of this sub-program. Included in this program are educational workshops and seminars, tool loans, equipment demonstrations, consultations, and community outreach events. These activities allow potential green workforce candidates to explore EE, IDSM technologies, and resource management techniques. In 2014, the Energy Education Center Irwindale and the Energy Education Center Tulare made strategic program improvements to better align with the CPUC Long Term Energy Efficiency Strategic Plan and pending Program Performance Metrics. The Centers continued to evaluate and implement programs to align with the Needs Assessment, as well as the Guidance Plan recommendations. This realignment includes significant collaboration with internal SCE partners in DSM Programs, external educators of EE programs and services, as well as key industry stakeholders in various trades that feed SCE’s Resource Program participation. B. Strategies Implemented in 2014 In 2014, the WE&T Centergies continued to build upon current Sector Strategy efforts by establishing new or enhancing existing cross-cutting industry stakeholder teams to address specific workforce intervention opportunities, identifying applicable career pathways to help upgrade the knowledge skills and abilities of incumbent workers across trades, while exploring new ways to engage employers through strategic partnerships. Some highlighted efforts included: Centergies began collaborations with UA Local 250 in hopes of fostering integration of IOU EE HVAC training components into existing Apprenticeship and Pre-Apprenticeship programs. 71 o Program staff attended the California Apprenticeship Conference in May, 2014. Collaborated with CalVets for WE&T program participation through targeted marketing and outreach. Collaborated with California Community Colleges to explore recognizing WE&T HVAC programs for Continuing Education Units (CEUs). New Commercial Quality Maintenance training was developed and delivered through SCE’s Centergies, with new hands-on training units designed and produced that allow for fully-functional rooftop package units to be operated, tested and evaluated in a safe, controlled, and comfortable environment. SCE facilitated a statewide IOU WE&T HVAC Sector Strategy “Summit” in an effort to realign and reinvigorate activities, establish goals and objectives, and create a plan for implementation in 2015. SCE represented the Statewide IOUs at the Western HVAC Performance Alliance (WHPA) Annual Conference in San Francisco, promoting Sector Strategy activities and providing guidance on the future of WE&T and the HVAC industry. C. The Energy Education Centers Strategies Implemented in 2014: SCE continued provide core skills training and education, and job-site mentoring for contractors and technicians who participate in SCE’s HVAC Optimization programs, through an industry partnership with National Comfort Institute (NCI). Efforts focused on commercial and residential air balancing, system performance through comprehensive testin/test-out procedures, advanced digital economizers, residential renovation and retrofit, ComfortMaxx software expertise, and performance-based (EE) sales. SCE continued to support HVAC Commercial Quality Installation and Quality Maintenance, by providing targeted training through our industry 72 partnership with the IHACI. These programs train contractors to install and service HVAC systems that are safe, reliable, and operate at the highest capacity and EE possible. Through IHACI QI/QM and North American Technician Excellence (NATE) preparation curriculum, SCE trained over 9.000 contractors and technicians in 2014. Through a continued partnership with HVACRedu, Centergies implemented the “It’s About Q” program throughout SCE’s service territory. SCE successfully completed 263 core assessments for over 60 technicians, resulting in over 480 online/on-demand courses completed. Over 50 technicians completed the Advanced Digital Economizer (ADEC) hands-on certification program. As a result of these programs and resulting data collection and follow-up, over 30 Level 1 technicians made a commitment to obtaining a credential in SCE’s service territory. Continued offering the Lighting Academy in 2014. Lighting Academy classes are designed to provide an overview of the latest technologies and most energy-efficient designs in the lighting industry today. Classes are conducted by nationally recognized experts in lighting design, illuminating engineering, lighting research, and educational awareness. Twelve (12) customers successfully completed the program in 2014. Continued the development and delivery of the Automation Academy, where attendees learn about Integrated Demand Side Management (IDSM) applications and receive hands-on training of program logic controllers. In 2014, Centergies offered a total of five Academy Style classes (Intro, Level 1-4), and are exploring opportunities to integrate curriculum into the California Community College system for accreditation or other credential programs. Continued to offer the California Advanced Lighting Controls Training Program (CALCTP). CALCTP is a statewide initiative aimed at increasing the use of lighting controls in commercial buildings. This series educated, trained, and certified state-certified general electricians in the proper design, installation, and commissioning of advanced lighting 73 control systems. In 2014, SCE continued the CALCTP certification program, resulting in over 220 state certifications for 43 individual workshops in the following areas: o Systems Certification o Technical Certification o Business Development Certification o Acceptance Technician (Employer and Technician) Certification Partnership with Codes and Standards, Centergies delivered 94 Title 24, Building Energy Code, Lighting, Residential and Non-Residential Standards, and Energy Code Software workshops and seminars to nearly 1,000 customers throughout SCE’s service territory. The Tool Lending Library program loaned 387 unique tools through 414 individual customer transactions. The Building Operator Certification program continued to deliver both Level I and Level II courses, meeting goals for the 2014 program year. There were 26 Level I and three Level II courses, with a total of 416 participants. The Energy Education Centers Foodservice Technology Center delivered eight EE classes (in-person and live web broadcast), with 155 attendees; held 81 equipment demonstrations and consultations; tested seven pieces of equipment; completed three field projects; and completed nine customer site audits in collaboration with Business Customer Division (BCD) Account Representatives. The WE&T Centergies Marketing and Outreach team attended 24 industry tradeshows, uncovering 1,290 potential leads for participation in programs in the areas of Foodservice, Facilities Management, and Building Operations. SCE delivered the MI-BEST program as a pilot in 2014. The Mobile Integrated Building Energy Science Training (MI-BEST) is a portable interactive residential structure that is used to demonstrate common energy situations that occur in an average household. Attendees 74 experience hands-on problem solving scenarios by taking what they have learned during the classroom training and applying newly learned skills to solve infiltration, duct leakage, air flow, and refrigerant charge verification challenges. The MI-BEST unit simulates situations that create challenging 'what-if' energy scenarios that students must solve. The unit consists of a living room, dining room, kitchen, master suite with bath, three bedrooms, and full bathroom. All areas are complete with lighting, ducts, fans and various interchangeable window styles and types. The MI-BEST curriculum focuses on developing the skills sets that are essential to HERS raters, energy auditors, Building Performance Institute (BPI) contractors, mechanical engineers, architects, builders and HVAC professionals. SCE enhanced partnerships with local community colleges to plan and discuss career technical education projects that align Energy Efficiency & Utilities Sector (HVACR) curriculum with the local community colleges. Part of this collaboration has included sponsored forums with the colleges to discuss regional energy efficiency sector alignments, programs to support work-based learning pathways, and Prop 39 funding. The partnership is in alignment with California Community Colleges Chancellor’s Office “Doing What Matters” framework and has the IOUs, industry partnerships, educators and workforce development agencies collaborating with colleges in SCE’s service territory to address the need for HVACR workers. This project’s mission is to sustain a pipeline of well-qualified students who can be placed in HVACR jobs in the region. The goal is to close an annual gap in supply of students completing community college HVACR programs in four counties, and to provide pathways for industry-recognized certifications. SCE Centergies collaborated with the Applied Technology Center in Montebello, CA, to explore IOU partnerships for the development of enhanced K-12 Career Technical Education (CTE) programs in Los Angeles Unified School District. 75 D. 2014 Energy Education Centers Performance Deliverable Tulare Irwindale Total 139 433 572 7,340 9,022 16,362 17 69 86 68 86 154 Seminars Total EE Attendance Total on-location seminars EE Consultations or EE Equipment Demonstrations 2. WE&T Connections Subprogram A. Program Description The WE&T Connections subprograms promotes EE and other DSM education, training, and outreach, as well as energy / green sector career awareness (as ageappropriate), along all educational paths from K-12 to post-secondary. Connections achieves its educational goals and green career pathways by working with communitybased organizations (CBOs), state education agencies, and educational stakeholders to help promote DSM concepts and career awareness. The sub-program imparts the EE, DR, and relevant career messages through educational materials, student assemblies, teacher workshops, and outreach events. Educational materials (K-12) are correlated to the California Department of Education's content standards. SCE’s WE&T Connections subprogram is comprised of seven programs: PowerSave Schools, PowerSave Campus, PEAK, LivingWise, Developing Energy Efficiency Professionals (DEEP), Community Language Efficiency Outreach (CLEO), and the Mobile Education Unit (MEU). In 2014, SCE’s WE&T Connections subprogram met its goals. 76 B. Strategies Implemented/Continued in 2014 In 2014, all K-12 curricula and materials were updated with DSM concepts and activities. Additionally, the K-12 curriculum was assessed and updated ensure it meets California’s core education requirements. Continued efforts to identify and collaborate with educational institutions, such as with the California Community College Chancellor’s Office, on opportunities to increase DSM awareness, knowledge, and skills through the use of instructor training, curriculum enhancements and training pilots. C. Connections Subprogram – Highlights: The K-12 sector programs (LivingWise, PEAK, and PowerSave Schools) met their student outreach target, as well as their Title 1, teacher training, and outreach and green career targets. x PowerSave Schools developed 15 DSM lessons focusing on Energy Basics, Energy Audits, Demand Response, Renewables and Green Careers. The lessons feature a more user-friendly format, embedded assessment tools, and align with Common Core and Next Generation Science Standards (NGSS). PowerSave Schools conducted eight professional development workshops in eight school districts. Workshops included a career road map guide and energy audit training. Additionally, the program conducted more than 18 EE-related career activities for more than 590 students. x The LivingWise Program distributed 29,363 energy-saving kits to students, of which 15,660 students were from Title 1 schools. Students and teachers received a participant guide introducing them to green career profiles and energyefficiency activities. x Through the PEAK program, students learned to value energy and promote sustainable energy use in their homes, schools, and communities through four (4) core principles: shifting Use Off Peak Hours (demand response), shrinking Use through Conservation (energy efficiency/conservation), exploring Renewable Energy (renewable resources and distributed generation) and plugging into New 77 and Efficient Technologies (energy efficiency). Forty-nine (49) out of seventytwo (72) participating schools were Title 1. x Developing Energy Efficiency Professionals (DEEP) was implemented at three California Community Colleges and engaged 11 interns in projects and activities to advance student green career awareness and exploration, and to prepare students for careers in energy efficiency and sustainability. Interns developed newsletters focused on energy efficiency and sustainability and distributed them to approximately 600 students on campus. Additionally, in collaboration with the U.S. Green Building Council – L.A. Chapter, the DEEP program hosted a tour of the Redondo Beach Unified School District Solar Project, in which six guest speakers spoke to 120+ students in Environmental Technology 101 class about green careers. x The Mobile Energy Unit program continued its presence throughout SCE’s service territory attending 105 events, including the LA County Fair, while educating customers on residential energy efficiency tips, programs, and rebates. Throughout the year, the program reached over 26,000 people and collected close to 400 completed CARE applications from customers. x The Community Language Efficiency Outreach program reached out to SCE’s language-dependent customers in Chinese, Vietnamese, Korean, and Spanish, through the use of energy efficiency seminars at local venues, as well as the hosting of booths at local community events. Through the end of the year, a total of 69 seminars were conducted, and 109 booths were hosted. x The PowerSave Campus statewide program continued its presence in SCE's service area with six campuses and twenty-nine interns. In 2014, a vendor survey found that 93% of interns are focusing on the energy and sustainability field and 77% credited the PowerSave Campus program experience as an influence. Approximately twenty-four student-led campaigns produced measurable awareness and behavior changes toward energy efficiency and the environment. Examples of student-led campaigns/events include career 78 panels, energy saving competitions, workforce training events, and hands-on trainings. A water-energy nexus panel was hosted on campus to help students understand the correlation between water and energy. The program was recognized as the 2014 California Internship & Work Experience Association's (CIWEA) Employer of the Year. 3. WE&T Strategic Planning and Implementation Subprogram A. Program Description The WE&T Strategic Planning subprogram involves management and execution of several strategic statewide planning tasks identified in the Strategic Plan such as: forming an IOU/WE&T task force, holding annual WE&T public workshops, conducting a Needs Assessment, and hiring an expert consultant to develop a comprehensive approach to WE&T. B. Strategies Implemented / Continued in 2014 In 2013, the IOUs hired an expert consultant to develop a comprehensive approach to WE&T for the EE programs, in line with the Strategic Plan and the Needs Assessment. In May 2014, the expert consultant finalized its recommendations in the document Workforce Issues and Energy Efficiency Programs: A Plan for California’s Utilities (Guidance Plan). SCE considered these new recommendations along with findings from the Needs Assessment and WE&T program evaluation when prioritizing and refining existing program activities, as well as during planning discussions around efforts that should be initiated in 2015. To better understand potential opportunities, SCE (along with the California IOUs) met with a number of internal and external stakeholders. For example, the California IOU team conducted collaborative planning discussions with educational institutions, such as the California Community Colleges Energy Efficiency and Utility Sector Navigators and the California State University (CSU), Office of the Chancellor. These collaborative planning discussions provided an opportunity for both the IOUs (from both a statewide and a local level) and the educational institutions to better understand mutual WE&T objectives, current activities, potential issues, and future 79 opportunities. As a result of these types of discussions, the IOUs were able to identify and move forward with collaborative opportunities, such as working with the Community College Chancellor’s office in order to provide a class for Community College Instructors on Title 24 updates. SCE also continued to maintain its focus on sector strategies. SCE led development efforts for the Statewide WE&T HVAC Sector Strategy, whose mission is to collectively design and implement a dynamic workforce development partnership program aligned with California’s energy goals for HVAC Quality Installation and Maintenance. The WE&T HVAC Sector Strategy working team began the process of identifying leads for each area of focus, along with detailed goals, milestones, and deliverables, while outlining existing supporting activities. Moving forward, the IOUs will be working towards statewide implementation throughout 2015. The Regional HVAC Sector Strategy, which is sponsored by the California Community College Chancellor’s Office, is another Sector Strategy effort specific to SCE’s service territory. This Strategy aligns with the WE&T HVAC Sector Strategy, and is in development for statewide implementation. The Strategy aims to sustain a pipeline of well-qualified students clearly targeted for HVAC jobs, leveraging regional community college HVAC programs throughout the IOUs’ service territories. Through a holistic approach, this strategy will engage industry stakeholders to guide efforts, facilitate faculty professional development, establish consistencies in student learning outcomes, expand training labs, and integrate workforce investment board (WIB) capabilities for student assessment, support services and placement into employment. This strategy also aims to build a framework of stackable credentials that can provide pathways for industry-recognized certifications. While this effort is initially focused in Southern California, the IOUs hope it will serve as a model for the rest of the state, expanding across multiple trades and community college energy efficiency education programs. J. Statewide Marketing, Education & Outreach (SW ME&O) Program 1) Program Description 80 On May 10, 2012, the Commission issued D.12-05-015, and in it described EUC as the “statewide umbrella brand for energy information and encouraging DSM actions.” 6 D.12-05-015 stated that messages that are within the umbrella brand “should not be limited to energy efficiency, and should also include generalized energy education and awareness, such as information related to demand response, dynamic rate options, enabling technologies, climate change impacts, the Energy Saving Assistance Program, distributed generation investment, smart grid upgrades, and any other general impacts of energy use for individuals or for the state as a whole.”7 On December 27, 2013, the Commission issued D.13-12-038 establishing the SW ME&O program for the 2014 and 2015 cycle. On page 73, D.13-12-038 also adopted a “governance structure that, while leaving the details of running the statewide marketing campaign to CSE, also provides for strong oversight by the Commission and the CEC, while also allowing the utilities and others to provide collaborative input and advice.” D.13-12-038 identified the IOUs’ and SoCalREN’s responsibilities: provide information to CCSE and the marketing firm in a timely manner; participate in the EM&V roadmap for marketing; coordinate with CSE on local and statewide marketing activities; and raise any issues with the semi-annual marketing plans proposed by CSE. The Decision also ordered PG&E to serve as the fiscal manager through a contract with CSE, on behalf of the IOUs, without exercising control of, or modifications to, the overall design of the 2014-2015 Statewide ME&O program. PG&E and CSE finalized the contract on February 18, 2014. 2) Strategies Implemented in 2014 Since the Decision, CSE has filed semi-annual plans highlighting the concepts it intends to share with identified target audiences as well as the tactics and channels it plans to use to reach each target audience. The multi-cultural advertising campaign, a comprehensive website, 6 D.12-05-15 a p. 13. 7 Id. at p. 300 81 retail education, community-based outreach and education, digital activation, and social media officially kicked off on May 21, 2014. The IOUs consistently collaborate with CSE on all marketing phases from the development of strategy and ad agency briefing documents through creative development and execution to maximize the statewide messaging for the benefit of ratepayers. The IOUs have provided comments on items ranging from the overall semi-annual integrated communications plans and brand architecture proposal to tools like the EUC website and even specific tactics such as the retail engagement and community based outreach strategies. K. Statewide Integrated Demand Side Management Program 1. Program Description The Strategic Plan recognizes the integration of DSM options, including EE, DR, and distributed generation, as fundamental to achieving California’s strategic energy goals. To support this initiative, the IOUs have identified IDSM as an important strategic DSM policy priority and have proposed a series of activities, pilots and other programs in response to the Strategic Plan DSM Coordination and Integration Strategy. An IOU and Energy Division Statewide IDSM Task Force was formed in 2010 and has continued coordinating activities that promote, in a statewide-coordinated fashion, the strategies identified in the Strategic Plan and the eight integration directives described in the EE decision as follows: 1. Development of a proposed method to measure cost-effectiveness for integrated projects and programs including quantification and attribution methods that include GHG and water reduction benefits and the potential long-term economic and electric/gas hedging benefits. 2. Development of proposed measurement and evaluation protocols for IDSM programs and projects. 3. Review IDSM-enabling emerging technologies for potential inclusion in integrated programs. 82 4. Development of cross-utility standardized integrated audit tools using PG&E’s developed audit tools as a starting point. 5. Track integration pilot programs to estimate energy savings and lessons learned and develop standard integration best practices that can be applied to all IOU programs based on pilot program evaluations and the results of additional integration promoting activities (i.e., EM&V and cost-benefit results). 6. Develop regular reports on progress and recommendations to the CPUC. 7. Organize and oversee internal utility IDSM strategies by establishing internal Integration Teams with staff from EE, DR, DG, marketing, and delivery channels. 8. Provide feedback and recommendations for the utilities’ integrated marketing campaigns including how the working group will ensure that DR marketing programs approved as Category 9 programs are coordinated with EE integrated marketing efforts. 2. Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the TDS Subprogram: Further efforts on developing integrated cost effectiveness and EM&V methodologies are on hold pending direction from the Energy Division. The Task Force tracked multiple integrated emerging technologies and reviewed various programs, projects, IDSM Pilots and activities to identify integration efforts and opportunities, as well as to develop best practices. The IOUs submitted four, joint quarterly reports for 2014, including an Executive Summary section, to provide Energy Division staff with updates on the eight IDSM directives. All quarterly reports were uploaded and available for viewing on Energy Efficiency Groupware Application (EEGA). The statewide IDSM Task Force held regular coordination phone calls to review the status of the various support activities for this IDSM initiative. 83 The IOUs have delivered in support of their programs extensive IDSM local marketing efforts with integrated collateral pieces, outreach events, and website efforts to residential and business customers that promote multiple programs across EE, DR, DG and/or Advanced Metering Infrastructure (AMI). In addition to the meetings described above, the IOUs have coordinated on a statewide basis in several areas: o The statewide Online Integrated Audits team continues to coordinate to deliver a consistent online integrated audit tool that works with each IOU interface and educates customers on managing their energy use costs. o The Onsite Integrated Audits team continues to collaborate to share approaches and best practices. The IOUs continue to offer onsite integrated audits to small, medium and large customers. SCE’s IDSM Efforts Included: x WE&T Centergies: External classes and curriculum with IDSM content offered through the Energy Centers. Throughout 2014, SCE continued to work on improving the quality of its integrated curriculum offerings. In addition, SCE continued to evaluate each of the IDSM classes to determine how they can be continuously improved to better meet the IDSM definitions and to refine the screening criteria for determining whether classes should be considered integrated. x Integrated Marketing: Delivered numerous integrated marketing collateral pieces, campaigns, outreach events, and website efforts – over 20 for business customers and over 30 for residential/smaller business customers. The SCE Summer Readiness campaign included water conservation messaging as well to integrate the waterenergy nexus opportunities for mitigating the California drought. 84 x Emerging Technologies: Organization and hosting of the Emerging Technologies (ET) Summit to discuss EE, DR, customer-facing smart grid, and related topics with thought-leaders in ET. All sessions were integrated to include a joint conservation for participants that would increase IDSM technology adoption. x Integrated Training and Knowledge Transfer: SCE designed and conducted its annual IDSM submission 2014 that included BCD representatives, program team members and marketing representatives to ensure CPUC compliance with the Statewide IDSM program, increase knowledge and awareness on Integrated Projects, and to enhance communication between BCD, IDSM Operations and Offer Management and Marketing departments. The event leveraged past training approaches from SCE and other IOUs, was attended by approximately 200 employees and IDSM service providers, and received high satisfaction ratings from survey respondents. x Identifying and Leveraging Best Practices: Continuing to identify best practices for delivering integrated projects in the field that include (but are not limited to) knowing the customer, program participation history and their industry to offer the right solutions, meeting the customer in person so other measures can be identified and recommended from visual inspection, and creating a team approach that includes the appropriate subject matter experts, along with customer decision makers and corporate representatives as appropriate. 85 L. Local Government Partnerships8 1. Energy Leader Partnership Program The Energy Leader Partnership (ELP) Program provides support to local governments to identify and address EE opportunities in municipal facilities, take actions supporting the Strategic Plan, and increase community awareness and participation in demand side management opportunities. A key goal of SCE's local government partnerships is helping cities and counties lead by example in addressing EE first in their own municipal facilities. In addition, the program strives to expand the policies and the energy management capacity of local governments to maintain a focus on long-term sustainability. During 2014, 123 cities and seven counties participated in the ELP model. 19 ELP partners moved up a tier in SCE's ELP model during 2014 through demonstrated EE achievements and commitment to the partnerships. Additionally, in 2014, in response to an Energy Division request, SCE transitioned several county programs (currently part of the Intuitional Partnership program) into the Local Government Partnership Program, for reporting purposes. This modification is intended to group all local government activities into one category, for ease of review and evaluation. With the exception of expanding these programs to include a Direct Install option, the programs did not change structurally, but are reported in the local government category, described below. In addition to the Energy Leader Partnership Program, SCE implements Local Government Partnership Pilots, designed to provide local governments additional opportunities to implement more involved Strategic Plan activities, such as development of the EE chapters of climate action plans and reach codes. 8 Although SCE, the other IOUs, and the participating local government entities utilize the term “partnerships” to describe the energy efficiency alliances formed, none of the participants have formed a legal partnership with SCE or any other entity through participation in these programs. 86 2. Partnership Strategic Support A) Program Description SCE, PG&E, SCG, and SDG&E contracted with the International Council for Local Environmental Initiatives (ICLEI), the Institute for Local Government (ILG), and the Local Government Commission (LGC) to implement the Statewide Energy Efficiency Collaborative (SEEC). SEEC provides a coordinated statewide program of workshops, technical assistance, a recognition program, and other means to allow local governments to share best practices associated with energy management. The statewide local government EE best practices coordinator, also funded by the four IOUs, coordinates this work. B) Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the TDS Subprogram: The Beacon Award, implemented by the ILG, has accepted an additional 12 local governments into the program bringing the total to 67. In addition, the Program awarded its second full Silver Beacon Award and has provided Spotlight Awards to an additional 26 cities and counties for their sustainability accomplishments made to date. There are five Beacon Champions in 2014 who were tasked with inspiring participation and leading local governments to obtain the award. ILG has presented the Beacon Award and general EE information at several conferences and meetings to create further awareness among local governments. Promoted EE opportunities for local agencies to increase awareness through a number of activities including a series of articles and advertisements in Western City magazine, written case stories disseminated through a variety of distribution channels, videos highlighting local EE and sustainability activities, and presentations at statewide and regional meetings and conferences of local agency staff and officials. Updated all the areas of its Sustainability Best Practices Framework which reflect activities undertaken by cities and counties participating in the 87 Beacon recognition program, technological advancements, and policy changes at the state level. Like the original Best Practices Framework, updates have been peer-reviewed and reflect input from local and state officials, technical experts, and others. The LGC conducted a series of meetings, workshops, and forums that provided both networking and educational opportunities for local governments, including local government partners, about EE and climate change. LGC also shared 1. City of Beaumont Energy Leader Partnership A) Program Description The City of Beaumont Energy Leader Partnership Program is a local government partnership comprised of the City of Beaumont and SCE, which launched in 2009 under the Local Government Energy Action Resources Partnership. The Partnership focuses on municipal retrofits, ME&O, and Strategic Plan development. B) Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the TDS Subprogram: SCE and the City of Beaumont held monthly meetings to discuss Energy Leader program goals, milestones for EE project, community outreach, and Strategic Plan. The City maintained Gold tier status in the ELP model which represents EE projects completed equal to 10% or greater of the city's annual energy consumption. The City published an "Energy Efficiency Tip of the Week" via the city's social media channel to promote SCE's various programs. The Partnership participated in the Veteran’s Expo in January, Cherry Festival in June, and Stetson Block Party in July which included SCE's Mobile Educational Units as part of marketing and outreach to the community. 88 The Partnership coordinated the Holiday Light Exchange as part of community outreach. The Partnership held a Climate Action Planning Workshop in February 7, 2014. The City renewed its participation in Auto DR and enrolled its Police Department in the Summer Discount Plan. The city manager required that partnership updates be a regular item on all city council meeting agendas pertaining to the city's sustainability efforts overall. The City completed a pool pump project and presented a rebate check at city council meeting on September 16, 2014. The City's webpage linked to SCE's Facebook page offering summer readiness tips for outreach efforts to the community. 2. City of Long Beach Energy Leader Partnership A) Program Description The City of Long Beach Energy Leader Partnership is a local government partnership comprised of the City of Long Beach and SCE. Partnership activities in 2014 focused on implementing EE in municipal facilities specifically and promoting EE in the community through community education, marketing and outreach efforts to create awareness and connect residents and businesses with information and opportunities to take energy actions. B) Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the TDS Subprogram: The City invited various departments to join the partnership meetings including representatives from the Long Beach Port, Convention Center, and Airport, water, sustainability, public works and gas departments. Participation from these departments has increased energy savings opportunities. 89 The City completed two major EE projects, including an SBD project for a new community center at Orizaba Park and an LED lighting project at the convention center. The City also initiated three new projects at the convention center identified through partnership technical assistance, and two additional new construction SBD projects. The City participated in the direct install program with installations completed at three city libraries and audits conducted at 10 additional facilities for installation in 2015. The Partnership promoted SCE's core EE programs and other energy offerings at five city-sponsored events. The City is pursuing a city-wide LED street lighting project for approximately 25,000 city-owned street lights in 2015. The City enrolled three new service accounts in DR programs in 2014. 3. City of Redlands Energy Leader Partnership A) Program Description The City of Redlands Energy Leader Partnership is a local government partnership comprised of the City of Redlands and SCE. The City of Redlands Partnership Program delivers energy savings through retrofits of municipal facilities. The partnership includes marketing, education, and outreach to local governments and their communities, coordinates with core utility EE and DR programs, and implements strategic planning activities. B) Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the TDS Subprogram: SCE and the City of Redlands held monthly meetings to discuss core objectives, Energy Leader program goals, milestones for EE project and community outreach. The City maintained the Silver Tier level in the Energy Leader Model. 90 The City completed various pump retrofit projects and a parking lot light upgrade project. The Partnership participated in Redlands Sustainability Festival in March, which included information about EE for both commercial and residential customers. The Partnership conducted three EE workshops to engage city officials and Community members. The Partnership posted EE tips on the city's Facebook page offering summer readiness tips for outreach efforts to the community. 4. City of Santa Ana Energy Leader Partnership A) Program Description The City of Santa Ana Energy Leader Partnership is a local government partnership comprised of the City of Santa Ana and SCE. Partnership activities focus on implementing EE in municipal facilities specifically and promoting EE in the community. The partnership establishes energy savings goals for EE retrofit of city-owned facilities, and identifies, scopes, and implements projects. The partnership also funds community education, marketing, and outreach efforts to create awareness and connect residents and businesses with information and opportunities to take actions to reduce energy consumption, and includes Strategic Plan activities such as climate action planning, code compliance and reach codes development. B) Strategies Implemented in 2014 SCE and the City of Santa Ana met monthly to discuss Energy Leader program goals, milestones for marketing, training, and EE projects. The City completed four major EE projects, including LED streetlight projects, the installation of lighting retrofits, and a utility management system at its city hall facility. All the projects completed in 2014 took advantage of OBF, which facilitated City approval and completion of the projects. 91 The City featured EE and other SCE programs in each of its quarterly newsletters. The City completed event curtailment plans for facilities enrolled in DR and set a standing bid for facilities enrolled in demand bidding program. The City participated in the Direct Install program with installations completed at eight municipal facilities in 2014. The City continued development of an online permitting system, further promoting demand side management. 5. City of Simi Valley Energy Leader Partnership A) Program Description The City of Simi Valley Energy Leader Partnership is a local government partnership comprised of the City of Simi Valley and SCE. Partnership activities focus on implementing EE in municipal facilities and promoting EE in the community. The partnership establishes energy savings goals for EE retrofit of city-owned facilities, and identifies, scopes, and implements EE projects. The partnership also funds community education, marketing and outreach efforts to create awareness and connect residents and businesses with information and opportunities to take energy actions. Additionally, the partnership includes Strategic Plan activities such as climate action planning, code compliance, and reach codes developments. B) Strategies Implemented in 2014 SCE and the City of Simi Valley Partnership team met monthly to review program goals and discuss plans. The City completed the following two projects: City Hall lighting and Senior Center Parking Lots Lighting. Utilized SCE's Mobile Energy Unit to provide energy information and demonstrations at Simi Valley's Living Green Expo and Street Fair. Over 2,500 people attended this event. The City has engaged an energy service company (ESCO) to implement the strategies outlined in the city’s Energy Action Plan. 92 The City has a good pipeline of projects that include retrofit of the some waste water pumps. The City is pursuing development of point-of-sale programs and increasing focus on whole building performance in support of these embedded strategic plan tasks. Initial tasks completed in 2014 included completion of the assessment and planning task. 6. Gateway Cities Energy Leader Partnership A) Program Description The Gateway Cities Energy Leader Partnership Program is a local government partnership comprised of the Cities of Downey, Norwalk, and South Gate, SCE, and SCG. Partnership activities focus on implementing EE in municipal facilities and promoting EE in the community. The partnership establishes energy savings goals for EE retrofits of city-owned facilities, and identifies, scopes, and implements EE projects. The partnership also funds community education, marketing, and outreach efforts to create awareness and connect residents and businesses with information and opportunities to take energy actions. Additionally, the partnership includes Strategic Plan activities, such as climate action planning, code compliance, and reach codes. B) Strategies Implemented in 2014 SCE and the member cities met monthly to discuss Energy Leader Program goals, milestones for marketing, training, and EE projects. The City of Downey completed work on the Energy Action Plan (EAP) as its embedded Strategic Plan task. The Partnership completed several EE projects in 2014. These include street lighting projects in the Cities of Downey, Norwalk and South Gate. The Partnership included information about SCE's core programs and other energy offerings in its monthly newsletter and on its website. The Partnership conducted the following major community events promoting EE and utilizing SCE's Mobile Energy Unit: Annual Azalea Festival, Family Day at the Park, and Annual MSA conference for City of South Gate; Summer 93 Concerts for the City of Norwalk; and the Annual Children Day and Street Fair for the City of Downey. 7. Community Energy Leader Partnership A) Program Description The Community Energy Leader Partnership (CEP) program is a unique local government partnership comprised of the Cities of Brea, Corona, Irvine, Moreno Valley, San Bernardino, Santa Clarita and Santa Monica, and SCE, SCG, and the Energy Coalition (TEC) as the implementing partner. The CEP members work in collaboration to deliver energy savings in municipal facilities and create EE awareness among multiple market segments, including municipal, residential, and non-residential. The program initiatives also include an emphasis on activities that support the Strategic Plan, and coordination of utility core programs to Partner city communities. B) Strategies Implemented in 2014 Continued to hold monthly Efficiency Now! Team meetings with City Team Leaders and facility-related city staff, IOU Account Representatives and Public Affairs Managers, and TEC staff. The purpose of these team meetings is to further cement new working relationships among Partner cities, the IOUs, and TEC that were essential in successfully reaching all program goals in 2014 and maintain a focus on EE and sustainability. Completed 34 projects, including municipal Direct Install in 2014. Continued to promote IDSM audits and DR programs to partner cities during team meetings. Coordinated with SCE on outreach efforts for the Nonresidential Direct Install program in several partner cities. Distributed information regarding the following programs: HEES Surveys, Operation Light Exchange Events, CSI (California Solar Initiative), and the Appliance Recycling Program. Conducted 14 Community Outreach events, two ELP Tier elevation presentations, and one Team Leader Meeting in 2014. 94 Regularly produced city accomplishments documents, customized for each partner city to showcase their achievements that were distributed by SCE Public Affairs Managers to share with City Managers, Council Members, and city decision-makers. 8. Eastern Sierra Energy Leader Partnership A) Program Description The Eastern Sierra Energy Leader Partnership is a partnership between SCE and jurisdictions in the Eastern Sierra region. The partnership identifies opportunities for improving EE for Eastern Sierra jurisdictions, offers customized incentives for municipal projects, and conducts EE training and outreach events to drive participation in the core programs. B) Strategies Implemented in 2014 SCE and the High Sierra Energy Foundation held monthly meetings to discuss partnership core objectives, program goals, and milestones for marketing, training, and EE projects. Quarterly updates were distributed to jurisdiction administrative executives. The Partnership attended the “On the Road Energy 2030” event representing the Eastern Sierra Energy Initiative (ESEI) territory and shared the findings with the team. The Mono County Energy Task Force presented a County Energy Policy workshop at the Board of Supervisors meeting. The Partnership participated with an outreach booth at the Bishop Earth Day Community festival and signed up potential small businesses for the Non Residential Direct Install (NRDI) program, as well as spoke about other programs that SCE offers. Identified key businesses and set up meetings for the NRDI outreach team who were in the area between April 20-24. With the assistance of the Partnership, the team successfully visited 95 31 potential participants, including 28 businesses and three local government partners. The Partnership and SCE Program Manager participated with an outreach float in the Town of Mammoth Lakes community Independence Day parade. City of Bishop received approval for Motor and Pump Replacement projects in late 2014. The Partnership completed Direct Install retrofits for lighting, refrigeration and window film measures in nearly 200 businesses in Mammoth Lakes, Lee Vining June Lake, Crowley Lake, Bridgeport, Bishop, and the County of Mono Lake. The Partnership participated in the Bishop Christmas parade with an LED outreach float. The Inyo County Board of Supervisors approved a General Plan Amendment that updated the Conservation and Open Space Element to include an Energy Efficiency Chapter. It provides policy and direction for energy reduction programs directed at both County and private facilities. Innovative and inspiring ideas to build support for EE communities among elected officials. The work focused on helping to implement the local government chapter of the Strategic Plan. In June 2014, conducted one statewide forum for local government elected officials and staff, in coordination with California’s four IOUs, ICLEI, the ILG, the Statewide Local Government Energy Efficiency Best Practices Coordinator, the CPUC, the CEC, and the California Air Resources Board (CARB). The forum, which is now recognized as the premier energy conference for local governments in California, was designed to encourage local officials to commit to GHG reductions and EE. Conducted one web-based workshop and three statewide webinars. These workshops were open to all local governments and were topic based, 96 focusing on Priority Strategies. The topics were chosen in coordination with the IOUs, ICLEI and ILG, and took a large amount of local government input into consideration. Participated in at least one partnership meeting in each of the utilities’ service territory, as well as a Statewide Local Government Partnership Meeting and two Central Coast and Central California Local Government Partnership Meetings. Worked with ICLEI and ILG to oversee and provide guidance to the Statewide Local Government Energy Efficiency Best Practices Coordinator through monthly calls and on an as-needed basis. Provided support and resources for elected officials on energy and climate change issues and helped connect them to other elected leaders across the state working on these issues. LGC worked with local elected officials and city/county managers to share resources and innovative and inspiring ideas from across the state in order to build support for energy-efficient communities. Participated in monthly conference calls with SEEC partners, and provided updates on program activities. The SEEC NGOs and the Statewide Coordinator worked together to organize three in-person SEEC partnership meetings. LGC also worked to expand collaboration with ICLEI, ILG and the four IOUs through the SEEC partnership. 9. Desert Cities Energy Leader Partnership A) Program Description The Desert Cities Energy Leader Partnership is a local government partnership comprised of the Cities of Blythe, Cathedral City, Desert Hot Springs, Indian Wells, Palm Desert, Palm Springs, and Rancho Mirage, the Agua Caliente Tribe, SCG, the Imperial Irrigation District (IID), and SCE. The program is designed to assist local governments to effectively lead their communities to increase EE, reduce GHG emissions, and promote other demand side management and sustainability goals. 97 This Partnership also funds community education, marketing, and outreach efforts to create awareness and connect residents and businesses with information and opportunities to take energy actions. Additionally, the Partnership includes Strategic Plan activities, such as climate action planning, code compliance, and reach codes. B) Strategies Implemented in 2014 Met monthly to discuss program goals, milestones, and marketing, training, and EE projects. Held working group meetings quarterly with the cities to discuss their ongoing projects. Worked with city of Palm Springs to implement lighting projects throughout the city resulting in over 650,000 kWh in energy savings. Assisted Agua Caliente in implementing lighting projects. Increased member cities' EE participation, which resulted in three cities reaching Gold Tier level and two cities achieving Silver Tier level. Worked with the cities to implement SCE's Direct Install program to reduce energy consumption for municipal buildings. Conducted trainings for the cities on Reach Code, Title 24, and Climate Action Plans to promote strategic planning activities, working with the Coachella Valley Association of Governors (CVAG) to educate the cities on the benefits of reach codes and the effect the codes can have on the cities. 10. Kern County Energy Leader Partnership A) Program Description The Kern County Energy Leader Partnership brings together three utilities, PG&E, SCE, and SCG, with eleven local governments to improve EE throughout Kern County. The Kern Council of Governments coordinates the EE efforts of the County of Kern and the Cities of Arvin, Bakersfield, California City, Delano, Maricopa, McFarland, Shafter, Taft, Tehachapi, and Wasco. The Kern Economic Development Corporation (KEDC), Staples Energy, and the San Joaquin Valley Clean Energy Organization also 98 participate with Kern Energy Watch Partnership in joint project, outreach, and training efforts. B) Strategies Implemented in 2014 SCE, SCG, PG&E, the Kern Council of Governments, and the participating jurisdictions met monthly to discuss Energy Leader program goals, milestones for marketing, training, and EE projects. The County of Kern and the Cities of Ridgecrest and Delano completed Energy Action Plans, guiding short and long-term energy use policies, and identifying specific, future projects. Work commenced to examine the short-term success of Energy Action Plans created by other local communities in 2012. The Partnership participated in the Statewide Energy Efficiency Forum in San Diego in June 2014. The Partnership guided residents and small businesses to SCE's core programs through its website (www.kernenergywatch.com) with focused promotional campaigns for SCE Municipal Direct Install, EUC, DR, and OBF. The Partnership coordinated efforts to support the delivery of the Living Wise core program in several partners' jurisdictions. The Take 5 for Energy Efficiency! Campaign continued to encourage local government employees and the public to participate in energy-saving activities through outreach and development success stories. The Partnership participated in several events including the Kern County Fair, Desert Empire Fair, Greater Bakersfield Chamber of Commerce (GBCOC) Business Expo, Kern Economic Development Corporation Seventh Annual Energy Summit, and the Bike Bakersfield for Ugly Sweater Challenge. The Cities of California City and Tehachapi were awarded certificates acknowledging their stellar participation in the SCE Energy Leader Partner Program. 99 11. Orange County Cities Energy Leader Partnership A) Program Description The Orange County Cities Energy Leader Partnership includes the Cities of Huntington Beach, Westminster, Fountain Valley, Costa Mesa, and Newport Beach, as well as SCE and SCG. In addition to identifying and implementing EE retrofits for municipal facilities, the partnership also funds community education, marketing, and outreach efforts to create awareness and connect residents and businesses with information and opportunities to take energy actions, and includes Strategic Plan activities, such as climate action planning, code compliance, and reach codes. B) Strategies Implemented in 2014 The cities met monthly with SCE and SCG to discuss Energy Leader program goals, milestones for marketing, training, and EE projects. The City of Newport Beach reached Gold status in the Energy Leader Partnership Model. The Partnership completed a water pump project in the city of Newport Beach. The Partnership has a robust pipeline of street light projects for the City of Huntington Beach. The City of Newport Beach completed a retrofit pump project at their 16th booster station. The Partnership provided technical assistance to the cities for project identification. The Partnership conducted community events like the SummerFest of the City of Fountain Valley. The events emphasized EE through partnership information booths, brochures and the use of SCE's MEU. The Partnership collaborated with The Energy Network (TEN) on initial kick-off meetings with the Cities of Huntington Beach and Newport Beach. 100 The City of Costa Mesa is exploring a project on “LED Street Names Lighting.” 12. San Gabriel Valley Energy Leader Partnership A) Program Description The San Gabriel Valley Energy Leader Partnership is a partnership between the SCE and the San Gabriel Valley Council of Governments. The Partnership identifies opportunities for improving EE in the 29 cities of the San Gabriel Valley. The program offers customized incentives for municipal projects, conducts EE training and outreach events to drive participation in the core programs, and provides Strategic Plan support for long-term goals such as climate action planning, code compliance, reach codes, and other Strategic Plan initiatives. B) Strategies Implemented in 2014 Held regular monthly meetings to discuss program administration, marketing, and implementation efforts. Provided assistance to several partnership cities in completing DR and Energy Action Plan efforts to help them move up the Energy Leader tier levels. The Cities of Monrovia and Claremont reached the Gold Tier level in the Energy Leader Model. The Partnership exceeded its annual goal by completing several municipal projects. The Cities of Alhambra and El Monte were the largest contributors to the program's success by completing well retrofits and HVAC upgrade projects. The Partnership participated in approximately 39 outreach events which included several community outreach events to promote DR and EE. The Partnership targeted outreach in multiple cities, which included distribution of flyers at community events, outreach to local business, and participation in a lamp exchange event. 101 The Partnership hosted its annual kick-off event focusing on the utilities' EE incentive application process. The Partnership hosted six Energy Working Group meetings, comprised of city staff responsible for managing municipal and community-wide energy programs. The Partnership participated in the local government Direct Install initiative. Held Beacon Award Recognition for the City of West Covina. Developed draft Green Building manual Developed Green Building Checklist Initiated design of Green Building website Held two staff trainings on Green Building manual and checklist Developed program implementation manual for point of permit program 13. San Joaquin Valley Energy Leader Partnership A) Program Description The San Joaquin Valley Energy Leader Partnership is a partnership between SCE, SCG, PG&E the Cities of Hanford, Lindsay, Porterville, Tulare, Visalia, and Woodlake, and King and Tulare Counties. The partnership identifies opportunities for improving EE in municipal facilities, offers customized incentives for municipal projects, and conducts EE training and outreach events to drive participation in the core programs. B) Strategies Implemented in 2014 SCE, SCG, the San Joaquin Valley Clean Energy Organization, and partnership member cities and counties met monthly to discuss Energy Leader program goals, milestones for marketing, training, and EE projects. The Partnership participated in the Statewide Energy Efficiency Forum in San Diego in June 2014. The Partnership promoted utility programs such as SCE Municipal Direct Install, EUC, DR, and OBF. 102 The Partnership presented community engagement opportunities at partnership meetings, such as The Dollars and Sense of Energy Efficiency: Energy Efficiency as an Economic Development Opportunity at the Local Level and Energy Awareness Month community outreach events throughout the Partnership territory. The Partnership distributed EE and DR literature on topics such as Edison Summer Breeze Energy Saving guide, Budget Assistant, Safety Around Electricity, Summer Discount Plan, and Energy Saving Assistance Program. The Partnership cities performed several EE retrofits. For example: • City of Lindsay completed two projects. • The City of Tulare completed three projects. • The City of Porterville completed one project. • The City of Visalia completed four projects. • The City of Woodlake completed one project. • The County of Kings completed five projects. • The County of Tulare completed four projects. 14. South Bay Energy Leader Partnership A) Program Description The South Bay Energy Leader Partnership provides an energy resource center – the South Bay Energy Savings Center (SBESC) – and supports fifteen local governments of the South Bay and their respective communities. SCG and the West Basin Municipal Water District are also part of this partnership. The program provides energy information, workshops, and community outreach. The Energy Efficiency Plus ("EE+") element of the program provides technical assistance to cities to help identify EE opportunities and provide access to statewide and local EE incentives and rebates. South Bay is also engaged in strategic planning activities that include Climate Action Plans, Enterprise Energy Management Information Systems, and online permitting. 103 B) Strategies Implemented in 2014 The Partnership conducted monthly meetings with all four partners and weekly conference calls, which focused on EE projects. Completed 46 projects, including Local Government Direct Install, in 2014. The Partnership continued work in supporting the member cities to adopt Climate Action Plans (CAPs), Energy Action Plans (EAPs), or adopt EE language into another policy document, such as a General Plan, to reduce community GHG emissions with a focus on EE. EAPs were approved for three cities in 2014, which resulted in all 15 partnership cities having approved EAPs. The SBESC continued to promote community EE and/or DR criteria awareness by producing items such as water bill inserts and inserts in the shape of a refrigerator promoting SCE's Appliance Recycling Program in the South Bay region. Jumbo freeway electronic signage was used to promote DR. The partnership conducted educational events monthly throughout the 15 member cities, including 86 events, 18 workshops, and 20 Farmers’ Market events. The partnership held an Annual Holiday Light Exchange serving 250 households with EnergyStar®-rated holiday LED strands in exchange for old incandescent strands. The Partnership continued to promote benefits in participating in Beacon Award activities. 15. South Santa Barbara County Energy Leader Partnership A) Program Description The South Santa Barbara County Energy Efficiency Partnership includes SCE, Santa Barbara County, and the Cities of Santa Barbara, Goleta, and Carpenteria. The program generates energy savings through identification of municipal EE projects and 104 also provides education, training, and marketing and outreach. Cities complete retrofits of their own facilities and conduct community sweeps as well as outreach to residential and business communities to increase participation in core programs. The partnership acts as a portal for other demand side management offerings including Low-Income, CARE, DR, Self-Generation, and California Solar Initiative programs. The partnership provides energy information to all market segments, identifies projects for municipal retrofits, and funnels customers to existing SCE core EE programs. Additionally, the partnership includes Strategic Plan activities such as climate action planning, code compliance, reach codes developments and other Strategic Plan initiatives. B) Strategies Implemented in 2014 Continued to meet monthly to effectively share information about the partnership's upcoming events and to discuss community needs and program implementation. Completed several retrofit projects. Identified and scoped numerous EE opportunities with the city of Santa Barbara for well and pump retrofits. The Santa Barbara County submitted two OBF project applications. Coordinated two refrigerator and freezer pickup events. Participated in the Earth Day Festival to promote community home EE. Continued to partner with the Green Business Santa Barbara County (GBPSBC) program, which encourages businesses to implement actions to protect, preserve, and improve the environment above and beyond what is required by law. The voluntary certification program offers assistance and incentives connecting dozens of regional businesses with utility rebates and programs, such as the Business Direct Install program. The partners identified potential energy auditors through SCE, which are required for businesses. o Coordinated and organized the South County Energy Summit at UCSB. o Participated in the local government Direct Install initiative. 105 o Offered Title 24 trainings in collaboration with the utilities' C&S Program. o The City and the County of Santa Barbara received a Beacon award. 16. Ventura County Energy Leader Partnership A) Program Description The Ventura County Regional Energy Alliance (VCREA), in partnership with SCG and SCE, builds on progress to date towards implementing a targeted Public Sector Program of energy savings for public agencies throughout the Ventura County region. VCREA supports efforts for nine cities (Camarillo, Fillmore, Moorpark, Ojai, Oxnard, Port Hueneme, Santa Paula, Thousand Oaks, and Ventura) and the County of Ventura to engage in the Energy Leader Model program, and utilizes the strengths of the VCREA and its utility partners to jointly assist public agencies in leading their communities to greater participation in EE programs. B) Strategies Implemented in 2014 Continued to meet monthly to discuss initial contract formats, Energy Leader program goals, milestones for marketing, training, and EE projects. Partnership completed 22 EE projects, including street lighting retrofits, water pump rehabs, new construction projects, interior and exterior led lighting, and projects at wastewater. Submitted applications for 15 new projects estimated for 2015 completion identified through pump tests and audits completed by partnership technical assistance. Conducted partner workshops and trainings on updated Title 24 code, DR programs, and SEEC Clearpath The Cities of Camarillo and Fillmore completed their Energy Action Plans. Six cities moved up in the tier level model including three cities moving to Gold status. The County of Ventura was the first county to progress to Gold Level Tier Status. 106 Distributed a quarterly newsletter including information on SCE program offerings and training classes. Five Partner cities and the County participated in Direct Install with installations completed at over 50 facilities 17. Western Riverside Energy Leader Partnership A) Program Description The Western Riverside Energy Leader Partnership (WRELP) delivers energy savings by implementing EE measures in municipal facilities. The partnership offers marketing, education, and outreach to local governments and their communities, coordinates with core utility EE and DR programs, and provides Strategic Planning assistance to participating cities. B) Strategies Implemented in 2014 The Partnership conducted SCE monthly and quarterly meetings to discuss Energy Leader Program goals and milestones for marketing, training, and EE projects. Out of 13 participating cities, one city has achieved Platinum Tier status, three cities have achieved Gold Tier status and four cities have achieved Silver Tier status in the Energy Leader Model. The Cities of Temecula, Perris, Hemet, and Norco completed EE projects in their municipal facilities. The Partnership coordinated Direct Install Program at all participating cities. The Partnership continued to identify potential projects by reviewing the integrated audit report for City of Murrieta and Hemet. The Partnership continued to promote SCE's DR programs and encourage partner cities to participate. The Partnership conducted numerous community events in various cities, which included SCE's MEU. 107 The Western Riverside Council of Governments is coordinating the regional effort for street light retrofit and maintenance for participating cities. The Partnership coordinated a Holiday Light Exchange program for participating cities. The Partnership participated in a planning meeting with SCG and SCE’s Core Program Staff for the Energy Savings Assistance Program, Middle Income Direct Install (MIDI) and Comprehensive Mobile Home Programs to discuss outreach opportunities throughout Western Riverside area. 18. Adelanto Energy Leader Partnership A) Program Description The Adelanto Energy Leader Partnership is a partnership between SCE and the City of Adelanto. This partnership sets EE goals, generates measurable, verifiable energy savings through identification of specific EE projects, and conducts community outreach activities. Projects are referred to SCE's core programs and can be residential or nonresidential, including small businesses, larger commercial and industrial businesses, municipal and other governmental agencies, and non-profit organizations. Low-income and DR program referrals are also included. The program offers customized incentives for municipal projects and conducts EE training and outreach events to drive participation in the core programs. B) Strategies Implemented in 2014 SCE and the City of Adelanto held monthly meetings to discuss Energy Leader Program goals, milestones for marketing, training, and EE projects. The City has maintained Energy Leader Model Gold Tier. The City participated in SCE’s Direct Install program throughout various cities owned facilities. The City conducted several community events which emphasized EE through brochures and the use of SCE's MEU. 108 The City took the lead role in rallying other local governments in the area to join as Energy Leader Partners with SCE. This resulted in the formation of a new regional partnership called the High Desert Regional Partnership that formed at the end of the year. 19. West Side Energy Leader Partnership A) Program Description The West Side Energy Leader Partnership is a local government partnership comprised of the City of Culver City and SCE. Partnership activities focus on implementing EE in municipal facilities and promoting EE in the community. The partnership establishes energy savings goals for EE retrofit of city-owned facilities, and identifies, scopes and implements EE projects. The Partnership also funds community education, marketing and outreach efforts to create awareness and connect residents and businesses with information and opportunities to take energy actions. Additionally, the partnership includes Strategic Plan activities, such as climate action planning, code compliance, and reach codes. B) Strategies Implemented in 2014 Continued to hold monthly Efficiency Now! Team meetings with city team leaders and facility-related city staff, utility account representatives and Public Affairs managers, and TEC staff. The purpose of these team meetings is to further cement working relationships among the partners that are essential in successfully reaching all program goals in 2014 and to maintain a focus on EE and sustainability. Completed nine projects, including Municipal Direct Install in 2014. Continued to promote IDSM audits and DR programs during team meetings. Coordinated with SCE on outreach efforts for the Nonresidential Direct Install program. 109 Distributed information regarding the following programs: HEES Surveys, Operation Light Exchange Events, CSI (California Solar Initiative), and the Appliance Recycling Program. Regularly produced city accomplishments documents customized for the city to showcase its achievements that were distributed by SCE Public Affairs Managers to the city manager, council members, and city decisionmakers. M. Local Government Partnerships – County Partnerships As noted above, the County partnerships that are authorized as part of the Institutional Partnership Program have been moved to the Local Government Partnership for reporting purposes and are described below. Local Government Strategic Planning Pilot Program (Solicitation) A) Program Description The Local Government Strategic Planning Pilot (Solicitation) is designed to provide increased funding and support for city, county, and regional governments to pilot activities that directly support the LGP Strategic Plan goals and strategies. These pilot programs are a result of a solicitation process whereby local governments proposed activities above and beyond normal partnership work that would directly align with the California Long Term Energy Efficiency Strategic Plan. B) Strategies Implemented in 2014 Final negotiations culminated with the execution of three Phase 2 and five Phase 3 pilot contracts. Through the LGP Strategic Planning Pilot Program, local governments adopted two green building programs, completed one educational program for city officials, adopted eleven benchmarking and six commissioning and retro commissioning policies for municipal facilities, completed 49 Energy Action Plans or EE-chapters of Climate Action Plans and four energy savings analyses for GHG inventories, and adopted one revolving EE fund. 110 Fourteen local governments are producing the EE chapter of their Municipal Climate Action Plans or Energy Action Plans (EAP) (task 3.2.1) while 36 are developing Energy chapters of a Community CAP or EAP (task 4.1.1). The action plans will define goals and actions to increase EE for municipal facilities and/or the community. Local governments are taking steps to better understand how they use energy and how their energy use compares with other similar facilities. Seventy-nine local governments are pursuing the installation of utility manager systems that collect, organize, and help analyze energy use data for the local government, while 24 local governments are establishing benchmarking policies and procedures to ensure that energy use at their facilities is being analyzed systematically. Twenty-two local governments are developing reach codes and/or green building codes that increase EE and green building practices in their communities. Over 30 local governments are seeking to improve code compliance by receiving training on how to enforce energy codes more effectively. 1. County of Los Angeles Energy Efficiency Partnership A) Program Description The County of Los Angeles Partnership supports the energy reduction and environmental initiatives described in the Los Angeles County Energy and Environmental Plan, adopted in 2008, and the objectives of the California Long Term Energy Efficiency Strategic Plan. EE projects are focused on County-owned municipal buildings, and included lighting, HVAC, Retro-Commissioning, and SBD new construction projects at each of the 38 County departments served by Energy Management (County Internal Services Department). Additional efforts with the County Office of Sustainability include: Program support and coordination for EUC, and Strategic Plan Solicitation activities that expand the County's Enterprise Energy Management Information System, allowing LA County to receive 111 participating city data for analysis to help the cities manage energy usage better and to support identification of EE opportunities. B) Strategies Implemented and/or Continued in 2014 Administrative Successes Collaborated with LA County Internal Services Department (ISD) to capitalize on EE opportunities by working with representatives from the 38 County Departments served by ISD for energy management services. The Partnership worked with ISD, Public Works, Parks and Recreation and the Metropolitan Department of Transportation on strategies to develop energy savings opportunities and strategic implementation forecasts. Retrofits Implemented Retro-Commissioning projects at 4 Sheriff Stations (City of Industry, La Crescenta, Lomita, West Hollywood) and Los Padrinos Juvenile Hall. Commenced EE activities at Los Angeles METRO facilities. Completed pump replacement projects for County Public Works wells and booster stations. Strategic Planning Support Partnerships worked with the County to continue efforts started in 2011 for the Strategic Plan 5.6 Solicitation efforts. Substantial progress was made in 2013 toward completion of two approved efforts: Expansion of the LA County Enterprise Energy Management Information System (EEMIS) to over 50 local governments, and support of the Southern California Regional Energy Center (SoCalRec) in developing Guidebooks and Case Studies to disseminate information to local governments. Information was provided to enhance knowledge and provide reference materials in support of EE activities (such as Financing and Program Management). The website became operational and training commenced at the end of 2013. LA County worked closely with SCE and cities to resolve complex data sharing issues which required custom programming 112 by SCE. By the end of 2014, most cities began transmitting data successfully to LA County EEMIS. Core Program Coordination Migrated local government data into EEMIS, with the support of SCE's IT Division, for training and use by the local governments in developing their EE activities. Education and Outreach Made presentations to representatives from LA County departments to increase participation in partnership activities and to look for EE projects with deeper savings opportunities. Participated in Local Government workshops to create awareness of LA County EEMIS. Continued regional workshops and hosted webinars to explain the capabilities of LA County EEMIS to local government users and LA County department staff members. 2. County Of Riverside Energy Efficiency Partnership A) Program Description In 2010, the County of Riverside formed a Partnership with SCE and SCG, which is intended to assist Riverside in achieving its green policy initiatives and formulate an integrated approach to EE. This collaborative effort aims to build an infrastructure that would efficiently deliver cost effective EE projects to reduce the “carbon footprint” created by Riverside County facilities. The Partnership improves EE in the County of Riverside’s municipal facilities by leveraging utility resources, customized to the county’s unique needs. The Partnership also supports Riverside County in meeting CO2 reduction requirement efforts of AB32, as well as contributing toward meeting CPUC energy savings goals and objectives. 113 B) Strategies Implemented in 2014 Administrative Successes Riverside County successfully funded projects out of the Energy Revolving Loan Fund that was established in 2011. This revolving loan fund receives new funding through EE and solar incentives from the utilities, which over time will increase available funding in addition to repayments from projects. Three Persistent Monitor-Based Commissioning (PMBCx) projects funded through the revolving fund were successfully completed in 2014. In addition to EE activities, the County has successfully implemented Electric Vehicle charging locations through a State of California grant. Retrofits Three Monitor-Based Commissioning (MBCx) projects were completed in 2014, in which two of the facilities implemented both natural gas and electric projects resulting in significant electric and gas energy savings. This is a significant step for the county as the success experienced from these projects will encourage it to implement similar projects in the future. The County continues to participate in the SBD program for most of its construction projects county-wide. Several new construction projects were completed and claimed in 2014 with several more projects in the pipeline for 2015. Strategic Planning Support The County did not implement any Strategic Planning activities in 2014. Core Program Coordination Continued to integrate the SBD program into the Partnership. Several new construction projects were completed in 2014. 114 Education and Outreach Outreach to building maintenance managers was planned and delivered through the County's biannual maintenance managers' meeting with the County energy manager's office. 3. County of San Bernardino Energy Efficiency Partnership A) Program Description The County of San Bernardino Partnership is a collaborative effort with the County's Architectural and Engineering Department and other internal organizations to build an infrastructure that will deliver cost-effective EE projects and provide comprehensive outreach and energy education to facility managers. The program team works closely with nine different departments within the County to learn their needs and develop strategies to address EE and DR concerns for each department. B) Strategies Implemented in 2014 Administrative Successes Held monthly Management Team meetings to discuss program status, project tracking and overall program implementation and coordination issues. Held regular Outreach Team meetings with project managers from various County departments to identify opportunities and provide information available on SCE resources and other core program offerings. Utilized technical support to better understand the operations of County facilities and worked with County Facility Management division to develop strategies to operate their buildings more efficiently. Identified simple EE measures such as parking lot lamps and control strategies that can be easily implemented across all departments. The County implemented block heater and HVAC optimization throughout the facility. The County continued to evaluate its need to reduce operating costs. 115 Met with the Project team to discuss project status and reviewed EE opportunities with other departments such as Facilities Management, Special Districts, Sheriff, IT, Library, and Fire. Met quarterly with County's project managers to get project updates and helped them identify EE opportunities. Municipal Retrofits Completed chiller retrofit at Rancho Cucamonga Courthouse. Completed VFD installation on chilled water HVAC system at West Valley Detention Center. Completed HVAC optimization on 200 units throughout the County facilities. Strategic Planning Support Assisted the County to hire utility manager for strategic planning initiative. Core Program Coordination Continued to integrate the SBD program and, where applicable, DR opportunities into the Partnership. Education and Outreach Educated County project managers and staff on the importance and value of EE, motivating them to look for opportunities to reduce operating costs by implementing EE projects and conservation practices. 4. SoCalREN Fiscal Oversight Partnership A) Program Description SoCalREN was approved as a pilot in the 2013-2014 Program Cycle with Los Angeles County as the lead administrator. As the fiscal managers, SCE and SoCalGas have a joint agreement with the SoCalREN, which is led by SoCalGas. In 2014, SCE worked cooperatively and collaboratively with SoCalGas and the SoCalREN to coordinate complementary services and create a positive, successful 116 customer experience. Working committees were established that facilitated discussion and issue resolution. The IOU-SoCalREN Coordinating Committee met quarterly to discuss overarching and strategic issues. The IOU- SoCalRECTechnical Committee met monthly to discuss program level coordination efforts. Additional coordination working meetings were conducted as needed to support EUCA, Finance, and SoCalREC program implementation. B) Strategies Implemented in 2014 Reviewed invoice’s supplied by SoCalREN for work performed in 20132014 and processed for payment. Attended and participated in working meetings with LA County's financial team to resolve any invoice issues within 15 days of receipt of the monthly invoice package. Worked on Phase II of Secure Transfer Protocol for transmitting EUC single-family and multifamily completed project data to the utilities. Maintained a database that confirms customer account validation, past participation, and contractor performance, and stores project data for reporting purposes. Revised coordination plan to include water agency interactions when working with REN and SCE customers for SoCalREC. Modified project-specific Customer Information Standardized Request (CISR) forms for the EUC and SoCalREC programs. Amended SCE/SCG/SoCalREN contract to include two changes allowing SoCalREN to own financing accounts for single family loan loss reserve and allows them to pay incentives directly to the customer for EUCA basic path projects. Continued working with LA County on resolving data issues under the EEMIS project investigating the use of ESPI platform to provide data to SoCalREN in the future. 117 Continued to have monthly statewide multifamily working group meetings to ensure IOU alignment with SoCalREN. Established a protocol on how customers are informed about their eligibility for low-income programs before they agree to participate in EUC SoCalREN or IOU programs. Actively participated in technical meetings and coordinated monthly subprogram meetings. Worked with the SCE reporting group and the Energy Division to establish a protocol for how SoCalREN project savings results will be reported and flagged. Coordinated program messaging to reduce customer confusion where cobranding opportunities exists when implementing SCE’s one voice program to ensure messaging is in alignment with SCE’s requirements. N. Institutional and Government Energy Efficiency Partnership Program (IGPP) The Institutional and Government Core Energy Efficiency Partnership Program is an umbrella program comprising seven sub-programs and incorporates two distinct program types: Statewide Institutional Programs and County Local Government Programs. The County Local Government Partners have been transferred to the Local Government (Energy Leader Partnership) roster for reporting purposes. Reports on 2014 activities for the counties of San Bernardino, Riverside and Los Angeles have therefore been moved to the Local Government section of this report. Statewide Institutional programs include partnerships with California Community Colleges (CCC), California University Systems (UC/CSU), the California Department of Corrections and Rehabilitation (CDCR), and the California State Government (State of California). The program objective is to reduce energy usage through facility and equipment improvements, shared best practices, education, and training. The IGPP model raises awareness of energy consumption and efficiency, builds resources and skills, and delivers energy services for deep energy savings. To reduce peak demand and create energy savings in existing facilities, 118 the IGPP team provides core program coordination to integrate available SCE programs and services and works with our Partners' staff to develop a pool of retrofit, New Construction, and Retro-Commissioning (RCx)/MBCx projects for implementation. 1. California Community Colleges Energy Efficiency Partnership A) Program Description The California Community Colleges and IOU EE Partnership is a statewide coordinated program with the CCC to share EE best practices and implement EE projects for immediate and long-term energy savings and peak demand reduction. Working directly with the Chancellor's office, SCE and the other IOUs identify EE opportunities, RCx, MBCx, New Construction and Emerging Technologies for implementation at California Community Colleges throughout the State of California, with 46 CCC campuses in SCE's service territory participating. B) Strategies Implemented in 2014 Administrative Successes Held quarterly Executive Team meetings to discuss overall program status and policy issues. Held monthly Management Team meetings to discuss program status, project tracking, and overall program implementation and coordination issues. Held regular Outreach Team meetings with representation from all IOUs and CCC campuses and vendors. Worked with campuses to enroll projects in OBF. Worked with SBD representatives to further integrate the new construction element into existing program management processes and to identify eligible projects. Actively tracked project savings data in an online tracking tool, and continued to create regular reports to show overall status of program and/or forecasts relative to goals. 119 Continued with bi-weekly project status meetings to document implementation progress, identify and resolve issues, and drive project completion. Held follow-up meetings at campuses to discuss long-term energy goals and develop a series of projects to achieve these goals. Supported the CCC with the implementation and roll out of the Sustainability Template, participated in conferences, and worked with campuses to integrate the template into EE decisions. Retrofit Projects Worked with the Management Team to develop a streamlined MBCx process that was more likely to be successfully implemented in the community college environment. Completed 38 retrofit, new construction, and MBCx projects at multiple CCC campuses, such as Citrus, Chaffey, College of the Desert, Cypress, Moreno Valley, Santa Barbara, Norco College, Santa Monica, West LA College, and others. Prop 39: SCE's support of the CCC Prop 39 program began in early 2013 and included hands-on services from account representatives and the CCC Partnership program team. These services include funding enhanced outreach, project development, and technical support for 28 districts containing 46 campuses in the services territory. These efforts have resulted in SCE funding the identification of over 100 Prop 39 projects representing projected energy savings of 17.4 kWh in the 2013-2014 program cycles. Education and Outreach Evaluated emerging project technologies (possible new measures) for implementation in the Community College market. Participated in six CCC conferences, such as the CA Higher Education Sustainability Conference and Community College Facility Coalition Conference, to provide outreach to campuses and facilities staff. 120 Hosted Campus Forums to provide regional informational workshops targeted towards campus facilities and energy managers. Presentations included updates on the Proposition 39 Guidelines and changes in the 2013 Title 24 code and Prop 39 Zero Net Energy Pilot Program. Leveraged IOU Energy Resource Centers to conduct training for CCC staff and EE vendors. 2. California Department of Corrections and Rehabilitation Energy Efficiency Partnership (CDCR) A) Program Description The CDCR Partnership is a statewide program designed to achieve immediate and long-term peak energy demand savings and establish a permanent framework for sustainable, comprehensive energy management programs at CDCR institutions served by the IOUs. Through statewide coordination, the four IOUs work with the Energy, Sustainability and Infrastructure Section under the Facility Planning, Construction and Management (FPCM) Division of CDCR and their contracted Energy Service Companies (ESCOs) to ensure implementation of projects that maximize energy savings opportunities in a cost-effective manner. Complementing this are education and outreach efforts to prison facilities operations and maintenance staff to adopt best EE and DR practices and support CDCR's pursuit of all types of financing to fund a robust pipeline of projects with deep energy savings. B) Strategies Implemented in 2014 Administrative Successes Met every three weeks with the Institutional Partnership teams and stakeholders (internal and external) to discuss project opportunities, legislative issues related to EE and DR issues. In addition to regularly scheduled team meetings, prison site outreach and audits were performed to identify additional opportunities to integrate EE strategies. CDCR successfully adopted the OBF as one of the major funding sources for projects. The FPCM made sure that CDCR is able to accept the funding flow of the program where the project funding is issued at the 121 successful completion and EE approval of the project. This required negotiations with their ESCOs. Retrofit/Projects Completed two retrofit projects in SCE service territory. Continued to work with CDCR to develop more IDSM projects to add to the current pipeline to ensure long-term sustainability of CDCR's effort to reduce their energy use. Conducted site audits to help identify opportunities and issued RFPs to CDCR's ESCO pool to develop project proposals. Education and Outreach Conducted a New Construction workshop tailored to CDCR’s contracted design firm. 3. State of California Energy Efficiency Partnership A) Program Description The State of California Energy Efficiency Partnership is a statewide program designed to achieve immediate and long-term peak energy demand savings and establish a permanent framework for sustainable, comprehensive energy management programs at state facilities served by California's four large IOUs. This is accomplished by collaborating with the Department of General Services in establishing an ESCO pool to help facilitate implementation of EE projects. In addition, the revival of the Department of Finance Energy $Mart program will provide financing for projects. This level of engagement and establishment of infrastructure are important in achieving immediate EE savings along with long-term sustainability. B) Strategies Implemented in 2014 Administrative Successes With IOU support, the Department of General Services successfully established an ESCO pool for its Statewide Energy Retrofit Program and ensured that RFPs issued to the ESCOs included EE and utility incentives as an integral requirement for project proposals. 122 The IOUs participated in the Sustainable Building Working Group, a State of California working group that consists of agency sustainability managers, with the task of planning and implementing all aspects of B1812, the Governor's Executive Order. The IOUs actively supported the State’s benchmarking effort that allowed state agencies to meet their deadlines. SCE continued its regional level approach to identifying EE opportunities rather than relying on the Department of General Services' Statewide Energy Retrofit Program for project sourcing. This regional approach relies on facility-level project contracting and implementation. Retrofit Projects Completed lighting projects at the LA County Fairgrounds. Successfully responded to DR events through the Summer Discount Plan in twelve DMV offices. Completed an SBD project at the San Bernardino Courthouse (State of CA facility). Completed a chiller project at the Orange County Harbor Justice courthouse. Education and Outreach The partnership team is working with the Department of General Services' Sustainability Task Force and the Sustainable Building Working Group to support the Governor's Executive Order by offering outreach and education support to the agencies to ensure sustainable support of the State of California's efforts. The partnership team is part of the Energy Policy Action Committee that contributes to the State's effort to garner agency support towards the Governor's Executive Order, B18-12. 123 4. UC/CSU Energy Efficiency Partnership A) Program Description The UC/CSU Energy Efficiency Partnership is a unique, statewide EE program achieving cost-effective immediate and persistent peak energy savings and demand reduction. Moreover, it establishes a permanent framework for a sustainable, long-term, comprehensive energy management program at the 33 UC and CSU campuses served by California's four large IOUs (PG&E, SDG&E, SCE, and SCG). The program employs four key strategies to meet its goals: EE retrofits, MBCx, emerging technology demonstrations, and training and education. This multifaceted approach delivers comprehensive savings, fulfills key elements in UC and CSU sustainability policies, contributes to California's national leadership in EE and climate change, and supports the Strategic Plan. B) Strategies Implemented in 2014 Administrative Successes Continued to hold Partnership Management Team meetings every three weeks to conduct the business of the Partnership at the management level. Held quarterly Executive Team meetings to discuss overall program status and policy issues. Continued the implementation of the 2013-2015 Partnership Cycle, focusing on completing any remaining projects from the 2013-2014 cycle, working on newly identified projects, and meeting annual goals for 2014 project completion and achievement. Met with individual UC and CSU campuses to investigate opportunities that could be developed into new projects for 2013-2015 implementations. Worked with campuses to enroll projects in the IOU OBF programs. Worked with SBD representatives to further integrate the new construction element into existing program management processes. 124 Retrofit Projects Completed 38 retrofit, MBCx, and New Construction projects at three UC campuses and five CSU campuses in SCE territory. Continued work with UC and CSU to develop a comprehensive pool of EE projects, and to integrate new construction projects into the pool, by identifying eligible projects and working with individual campus architects and designers to help facilitate the application and approval processes. Continued to implement an enhanced project tracking and scheduling approach, giving UC campuses more direct control and responsibility for project tracking. Targeted completion of projects that included sun-setting measures and/or would be subject to the new 2013 Title 24 code baseline in 2014. The CSU Chancellor's Office established a Special Repairs initiative, providing campuses with funding towards EE projects with costs of up to $100,000. This additional funding source allowed 12 new CSU projects in SCE's territory to pursue incentives through the Partnership. Education and Outreach Held various workshops for campus faculty and staff members, including LEEDv4, two ‘Exceeding Title 24’ workshops, Smart Laboratories trainings, Building Operation Certification and Certified Energy Manager courses, and a Campus Forum for innovative lighting and HVAC controls projects. Held a UC/CSU Joint Energy Managers meeting as part of the CA Higher Education Sustainability Conference (CHESC) at UCSD, highlighting upcoming code changes, campus best practices, and Partnership program updates. Presented the Best Practices Awards to campuses at the CHESC, highlighting successful and cost-effective projects at campuses that 125 implement green building technologies, sustainable design strategies, and EE operations. Created the Best Practices Case Studies to be published and distributed to various parties, promoting the Partnership's statewide successes. O. Third-Party Programs 1. Comprehensive Manufactured Homes Program A) Program Description The Comprehensive Manufactured Homes (CMHP) Program is a Direct Install program designed to provide a comprehensive EE program to mobile home customers in collaboration with local communities to maximize service to the citizens of their cities and towns. The program, implemented in coordination with SCG, provides installation of energy-efficient products in mobile home dwellings and the common areas of mobile home parks at no charge. The target customers for this program are mobile homes and mobile home parks that are difficult to reach by other EE programs. These mobile home customers are typically moderate- or fixed-income, elderly, retired, and disabled individuals. The program is designed to enhance EE knowledge and program participation within this market segment. B) Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the TIS subprogram: Added new Window Evaporative Cooler, Efficient Fan Control, and Faucet Aerator measures to the program, improving program comprehensiveness; Increased collaboration with SCE Local Public Affairs and Partnership Programs to leverage relationships with city councils and mobile home communities; and 126 Worked with market actors, including SCG, to increase program understanding and promote the program offering, driving increased participation. 2. Cool Planet A) Program Description The Cool Planet program is an education, marketing, and outreach program geared toward SCE business customers, implemented by SCE and The Climate Registry (Registry). The program's main objective is to promote EE as the most immediate and cost-effective means to reduce GHG emissions, and to help SCE and the state of California meet their EE goals by adding climate change mitigation to the marketing tool kit, which has traditionally focused on saving energy and saving money. The program incentivizes and rewards business customers who participated in SCE's IDSM programs with an energy and carbon-management benefits package, which includes Registry membership (to help measure and manage GHG emissions), a publicity campaign to communicate environmental leadership and share successes with the public, and a Climate Efficient certificate. The assistance provided to help customers complete a high quality GHG inventory captures any energy and carbon reductions already made and further identifies new inefficiencies found within a customer's complete, operational GHG profile. The Registry is a non-profit organization which represents California's (and most of North America's) official voluntary GHG Registry. The Registry assists its member organizations with making an accurate, comprehensive GHG inventory, offering technical help to do so, GHG accounting software, a best practices database, and a recognition program for members who set and achieve carbon reduction goals. B) Strategies Implemented in 2014 In 2014, SCE implemented the following strategies for the TIS subprogram: Recognized achievement in GHG management to recognize those for their efforts in the fourth quarter through an award event. The event was well127 received by all the attendees, including the award recipients and local and state officials; Continued to educate staff and SCE customers about climate policies and mitigation strategies and best practices through presentations, distributed collateral, and monthly news alerts; Awarded Cool Planet benefits to Local Governments that attained Gold, Silver, or Platinum Tier status; In 2014, the Program continued to see increased participation in DR and Registry membership as a result of 2013 modifications, which added DR program participation as a new eligibility model to encourage customers who previously did not qualify under EE eligibility requirements to enroll in the program; and Added eighteen new memberships to the program through marketing and outreach efforts. 3. Healthcare Energy Efficiency Program A) Program Description The Healthcare Energy Efficiency Program (HEEP) addresses the complex issue of this industry's hesitancy to adopt EE behaviors, initiate facility upgrades, and achieve significant energy savings cost-effectively. HEEP is a retrofit program that provides comprehensive EE services and establishes a permanent framework for a sustainable, long-term, comprehensive energy management program at healthcare facilities served by SCE. The Healthcare Innovative Technology EE Program (HITEEP) a second retrofit program described in SCE’s 2013-2014 Healthcare PIP filing, serves small and mid-size healthcare customers. The program primarily targets medical office buildings and acute care facilities with low Office of Statewide Health Planning and Development (OSHPD) involvement and offers customized measure, prescribed measure, and DR solutions for their energy management needs. HITEEP provides complete audit and project 128 identification services, in addition to incentives and fixed unit price measures (with or without a customer copay) to qualified customers in some cases. B) Strategies Implemented in 2014 Continued outreach through SCE account executives to provide customers with identification of eligible EE measures and support services through site assessments and on-site performance measurement; and Engaged industry professionals, contractors, and other local industry trade groups. Shifted program emphasis away from lighting toward deeper retrofit opportunities through HVAC upgrades, retrocommissioning, and controls systems; and Launched HITEEP Program to attempt deeper market penetration into small/mid-sized medical facilities that may not have as many financial resources available to them as the larger facilities. The design offers low cost/no cost measures to customers who chose to pursue deeper retrofit options. 4. Data Center Energy Efficiency Program A) Program Description The Data Center Energy Efficiency Program (DCEEP) addresses the complex issues of this industry's hesitancy to adopt EE behaviors and initiate facility upgrades, and achieve significant energy savings cost-effectively. DCEEP is a comprehensive retrofit program targeting small, medium, and large data centers as well as other ITrelated facilities. The Program provides an integrated approach by delivering EE upgrades to IT equipment and optimizing cooling-related systems. B) Strategies Implemented in 2014 Continued outreach through SCE account executives to identify EE measures and support services through site assessments and on-site performance measurement; 129 Provided a wide range of support services to data centers including energy assessments, engineering analysis, project implementation consulting, financial incentives, and coordination of other demand reduction activities (with SCE) to comprehensively address the needs of the targeted facilities; and DCEEP was highly involved in local industry data center trade groups and leveraged industry contacts with data centers in other utility service territories that also operate data centers in SCE's service territory. 5. Lodging Energy Efficiency Program A) Program Description The Lodging Energy Efficiency Program (LEEP) is a comprehensive EE retrofit program that delivers multi-measure retrofits and RCx to small, medium, and large lodging facilities. The Program provides an integrated approach to EE specifically tailored to the hotel and motel market segment as well as spas and resorts within the SCE service territory. The Program also seeks out DR opportunities within this market segment. B) Strategies Implemented in 2014 Continued outreach with SCE account executives to provide customers with identification of eligible EE measures and support services through site assessments and on-site performance measurement; and Engaged industry professionals through local industry groups and other implementer contacts. 6. Food & Kindred Products Program A) Program Description The Food & Kindred Products Program is designed to deliver energy savings and demand reduction by offering facilities a variety of services: facility audits, design and engineering support, implementation support, vendor review, measurement and verification, and incentives for the installation of EE measures to qualifying customers 130 served by SCE. The program targets facility owners in the food & kindred products industry, ranging from small to large food companies. The customers represent a broad spectrum of food producers, from bread and breakfast cereals, cold storage and sugar producers. B) Strategies Implemented in 2014 Continued outreach through SCE account executives to provide customers with identification of eligible EE measures and support services through site assessments and on-site performance measurement; and Participated in trade shows such as Ag Tech, Con Edison Summit, Young Professional Engineers, and a variety of industry trade association events. 7. Primary and Fabricated Metals Program A) Program Description The Primary and Fabricated Metals Program delivers energy savings and demand reduction by offering facilities a variety of services: facility audits, design and engineering support, implementation support, vendor review, measurement and verification, and incentives for the installation of EE measures to qualifying customers served by SCE. Target customers for the program include facilities in the primary and fabricated metals industry and industrial gas manufacturing facilities. Industrial gas is a group of gases that are commercially manufactured and sold for uses in other applications, mainly in industrial processes such as steelmaking, oil refining, medical applications, fertilizer, and semiconductors. They may be both organic and inorganic, are produced by extraction from the air by a process of separation or by chemical synthesis, and take various forms such as compressed, liquid, or solid. There are many facilities in the primary and fabricated metals industry in SCE's service territory. B) Strategies Implemented in 2014 Acquired enrollment of new industrial gas manufacturing facilities projects from the retiring Industrial Gases program. Opportunities for the segment were still deemed available and viable, but without enough volume to warrant its own program; 131 Continued outreach through SCE account executives to provide customers with identification of eligible EE measures and support services through site assessments and on-site performance measurement; and Participated in trade shows such as Ag Tech, Con Edison Summit, Young Professional Engineers, and a variety of industry trade association events. 8. Nonmetallic Minerals And Products Program A) Program Description The Nonmetallic Minerals and Products Program provide large industrial customers in this industry a cost-efficient process for improving their EE in electrical use. Among these customers are cement production plants or other non-metallic mineral miners or processors, aerospace or other transportation vehicle manufacturing, and wood or paper manufacturing. The program provides comprehensive assistance in identifying and implementing EE improvements at the individual site. B) Strategies Implemented in 2014 Continued outreach through presentations to trade groups, industry functions, and conferences serving local manufacturers; and Continued outreach through SCE account executives to provide customers with identification of eligible EE measures and support services through site assessments and on-site performance measurement. 9. Comprehensive Chemical Products Program A) Program Description The Comprehensive Chemical Products Program delivers reliable electric energy savings and demand reduction for the chemical and allied products, transportation equipment manufacturing, and beverage industries throughout SCE's service territory. The program oversees activities from marketing and recruitment to installation, verification of EE measures, and incentive or rebate payment documentation. The program coordinates efforts of industrial end-users, vendors, trade associations, and utility personnel to overcome market barriers and maximize savings. It applies a 132 comprehensive approach that optimizes energy savings and peak demand reduction while helping customers identify opportunities for DR, reduced air pollutant and GHG emission, efficient water use, and distributed renewable generation. B) Strategies Implemented in 2014 Continued outreach through SCE account executives to provide customers with identification of eligible EE measures and support services through site assessments and on-site performance measurement; and Continued to reach out to targeted trade associations as well as to attend industry functions and conferences that serve local manufacturers. 10. Comprehensive Petroleum Refining Program A) Program Description The Comprehensive Petroleum Refining program targets all the major petroleum refineries and petroleum product manufacturers in SCE's service territory to produce long-term, cost-effective electrical energy savings. The program achieves this goal by implementing a comprehensive set of calculated and deemed approaches to address every major electric operation within the oil refining and petroleum manufacturing industry. B) Strategies Implemented in 2014 Continued outreach through SCE account executives to provide customers with identification of eligible EE measures and support services through audits and on-site performance measurement; and Continued to reach out to targeted trade associations, industry functions, and conferences that serve local manufacturers. 11. Oil Production Program A) Program Description The Oil Production program targets oil production facilities in SCE's service territory with the goal of producing long-term, cost-effective electrical energy savings by replacing or retrofitting existing motor and pumping systems with more efficient systems. The target market consists of independent oil producers and their production wells. 133 B) Strategies Implemented in 2014 Continued outreach through SCE account executives to provide customers with identification of eligible EE measures and support services through site assessments and on-site performance measurement; Continued to reach out to target trade associations, industry functions, and conferences that serve local manufacturers; and Continued to reach out to equipment manufacturers, dealers, installers, and the oil and gas production community through e-mail, phone calls, visits, and trade shows. 12. Refinery Energy Efficiency Program A) Program Description The Refinery Energy Efficiency Program (REEP) helps petroleum refineries achieve long-term, cost-effective, electrical energy savings by promoting comprehensive retrofits and new construction projects for all industrial processes and process support systems, including various technologies (such as pumps and fans, motors and drives, etc.) that help optimize the energy usage in their refinery processes. The program also provides energy audit services to identify EE opportunities within a facility, and provides design assistance and financial incentives to customers. B) Strategies Implemented in 2014 Continued focus on completion of existing projects in the pipeline; and Worked with SCE representatives to support existing customers in closing out all current activities. 13. Cool Schools A) Program Description Cool Schools is designed to overcome cost constraints and trade-offs that would otherwise halt EE upgrades at public schools. In general, public schools considering EE measures face the dilemma of choosing between consuming a higher proportion of capital budgets on energy-efficient but more expensive equipment versus using more energy to 134 power less efficient, but also less expensive, equipment. Cool Schools targets schools that present the greatest potential for energy savings resulting from the purchase and installation of highly efficient cooling equipment. A key value of the program is the penetration of a difficult, hard-to-reach market sector for the installation of EE measures. B) Strategies Implemented in 2014 Continued collaboration between SCE customer account representatives and the implementer's Account Managers to discuss potential EE projects among K-12 schools and private colleges. The goal was to identify new customers' EE goals and discuss viable EE measures; Completed energy audits to be presented to school and district personnel to increase participation in the program; and The Cool Schools Graduate Initiative was launched with a few school districts as the initial participants. The Initiative helps schools to identify energy savings potential through no touch/low touch audit analysis and thus help the schools develop energy action plans that could be further implemented. The Initiative was well received by the participating school districts at the beginning of the cycle, but since the launch of Proposition 39 (Prop 39), K-12 public schools have shifted their focus to developing expenditure plans for Prop 39. As a result, participants have not competed the entire cycle of the Graduate Initiative. 14. Commercial Utility Building Efficiency A) Program Description Commercial Utility Building Efficiency targets privately-owned commercial office buildings for an equipment incentive-centered plan enabling the program to introduce both EE and DR measures that have traditionally had a low degree of commercial office market penetration. The program provides comprehensive energy audits and financial projections from in-house engineering staff, and the internal and external funding sources of the ESCO model to a market where lack of capital has traditionally been a significant barrier to the upgrading of capital equipment. This allows 135 for extended repayment periods, positive cash flows, and low-to-no net up-front cost. The program also provides: x Comprehensive EE services to commercial multi- and single-story office buildings on a first-come, first-served basis, and x A complete turnkey program, overseeing all program activities from marketing and recruitment to installation and verification of EE and DR measures and incentive or rebate payment documentation. B) Strategies Implemented in 2014 Continued outreach with SCE account executives to provide customers with identification of eligible EE measures and support services through site assessments and on-site performance measurement; Worked with additional lighting and energy contractors to develop additional channels for marketing the program; Shifted focus from project development to bringing existing projects to completion; Explored retro-commissioning opportunities as a new set of offerings to the customer; and Continued to bring awareness of the program to new and existing SCE representatives through internal communications and educational sessions. 15. Energy Efficiency for Entertainment Centers A) Program Description Energy Efficiency for Entertainment Centers brings EE retrofits to movie theaters, movie companies, dinner theaters, arcades, bowling alleys, casinos, fitness centers, golf courses and country clubs, marinas, and skiing facilities. The program delivers subsidized implementation of low-cost/no-cost HVAC, lighting, plug load, and refrigeration measures, and performs energy audits to identify all EE and DR opportunities. 136 B) Program Strategies – 2014 In 2014 offered EE upgrades for Demand Control Ventilation (DCV) and lighting. The program offered required a 20% copayment from the customer; and Midway through the year the program eliminated the copayment and offered measures to customers at no charge. 16. Schools Energy Efficiency Program (SEEP) A) Program Description The Schools Energy Efficiency Program brings EE retrofits to public school districts as well as private schools and universities. The program delivers subsidized implementation of no-cost lighting retrofit measures and performs energy audits to identify all EE and DR opportunities. The program also offers EE education to school staff and student leadership upon request. B) Program Strategies – 2014 Outreached to schools and universities through partnership with SCE's account representatives; Built relationships with school district and university staff to create interest in program participation; Consulted with potential customers in ways to maximize utilization of the SEEP program while receiving full benefit of funding provided by Proposition 39; Distributed communications about SEEP to SCE representatives to educate and facilitate increasing customer referrals for the Program; and Outreached to local Resource and Referral Agencies and provided brochures to distribute to schools. 137 17. IDEEA 365 Program a. Program Description The intent of the statewide IDEEA 365 Program is to seek information from qualified third party implementers to propose the design and implementation of their own innovative EE only or IDSM programs under SCE's administration. B) Strategies Implemented in 2014 Released Stage 1 – Request for Abstract. Received 78 proposals and successfully moved 3 proposals into negotiations. Moved 9 proposals through to Stage 2 – Request for Proposal. Held statewide mid-term conference with third party stakeholders. Awarded 4 proposals with contracts in 2014. Conducted statewide collaboration around future Request for Abstract (RFA) and Request for Proposal (RFP) development. 18. IDSM Food Processing Pilot A) Program Description The IDSM Pilot for Food Processing Program is a non-resource program. Industry, trade allies, and other partners promote integrated energy management solutions to end-use customers in the food processing and refrigerated warehouse market segments. The program's integrated approach combines audits for traditional measures, such as EE retrofits and upgrades, with strategies to assist customers in managing or reducing their energy demand during peak periods. By combining these approaches, the customer receives a comprehensive solution for managing energy costs. This helps SCE respond to peak energy demand. While the program implementation focuses on EE, it also emphasizes integrated solutions in proper sequence (EE solutions followed by DR solutions) to support the most cost-effective and satisfactory energy and financial solutions for all customers. Each project receives a comprehensive DSM audit that provides recommendations on how to 138 implement DSM and on the channels, trade allies, and specific SCE programs through which the measures will be installed. B) Strategies Implemented in 2014 Due to lack of conversion from audits to actual IDSM projects, the program was closed out in Q1 2014; and All pending activities in the program were completed in Q1 2014. 19. Enhanced Retro-Commissioning A) Program Description The primary objective of the program is to provide a comprehensive solution for IDSM through use of advanced analytic tools to identify Retro-Commissioning (RCx) opportunities in complex buildings including large commercial offices, hospitals, and resorts. These solutions will ensure that energy savings and demand reduction will persist over time. The technical services provided in the program will assist customers in identifying energy optimization opportunities in their qualifying facilities, and along with program incentives will encourage the implementation of qualifying energy saving and demand reduction measures. B) Strategies Implemented in 2014 Increased program outreach to implementers; Updated marketing collateral; Continued working with the implementer to focus on project development and completion; Identified new customer candidates for the program; and Added Auto-DR component to the program that encouraged customers to participate in DR opportunities to accomplish IDSM integration. 139 SECTION 1: ENERGY SAVINGS Table 1 9 In 2014, the following programs and program strategies were successfully implemented and contributed greatly to the portfolio energy savings results: Primary Lighting Program In 2014, the program surpassed its KWh, kW, and Program Performance Metrics (PPM) targets and served the larger portfolio in achieving its goals. The program's success relied heavily on strategies to allocate upstream incentives in a way that used high-cost efficient CFL measures to augment the aggressive transition to LEDs, which were comparatively low costefficient measures with great future potential. The ratio of LED incentives in the program grew 59% compared to the previous year. Of LED products, SCE made sure only those consistent with the Voluntary California Quality LED Lamp Specification were eligible for the program. SCE led an initiative to update and revise that LED Specification document, and the CEC implemented all of SCE’s recommendations. 9 The data shown in this Annual Report is based on SCE's ex ante savings, adjusted for actual installations, consistent with the ex ante values and processes adopted by the CPUC in D.11-07-030. 140 Onsite retailer inspections have been a quality control for many years. But in 2014 SCE implemented enhanced follow-up inspections to further improve the performance of retailers. Each retailer that was identified as a good candidate for follow-up was visited by program representatives. Additionally, those retailers were provided additional training to educate them about compliance requirements, provide tips for increasing sales rates, and reinforce persistence of participation quality. Agricultural, Commercial and Industrial Deemed Program This Program continues to deliver a solid performance every year. Efforts that contributed to the Deemed program performance include Title 24 implementation. In order to be eligible for the 2008 standards, customers were driven to action prior to the implementation of the 2013 updated standards (effective July 2013). This leant to more activity in the program. An additional driver of strong performance was due to trade allies working successfully along with SCE Energy Managers and customers to implement energy savings projects. The Program communicates that only the applicable LED measures (screw-in lamps) will be transitioning out of the Deemed program and into a distributor Upstream program model in 2015. Continued communication of new opportunities includes: 4th Quarter 2014: x VSD Condenser Water Pump x Integral LED Candelabra Lamps x Integral LED PAR20 Lamps st 1 Quarter 2015: x LED Street Lighting x Electronic Refrigerant Injection Control x Ag Pump System Overhaul 25-50HP Deemed Commercial Direct Install Program In 2014, the program achieved significant energy savings and made substantial contribution to the portfolio's energy savings by retrofitting approximately 15,800 small business 141 customers. The program continued targeting small business customers up to 199 kW. Commercial Direct Install continued its collaboration with SCE Business Customer Division (BCD), Local Public Affairs (LPA), and Partnerships to maximize program awareness and to stimulate greater participation. This collaborative effort continues to be a significant element in the success of the program. Energy Advisor In 2014, the Home Energy Advisor (HER) program was tasked to implement multiple policy driven sub-programs, including a behavior program to meet the mandated 5% target for residential customers (Decision 12-11-015). To meet this requirement, SCE's behavior program implementation included: 1) experimental design, 2) comparative energy usage, and 3) ex-post evaluation. A typical behavior program deployment consisted of six mailings over a span of one year. For SCE, this requirement translates to 215,000 residential customers for 2013-2014 and 2015. In 2014, SCE completed Home Energy Report (i.e., Opower-1) implementation and associated ex-post evaluation for claimable energy savings. In 2015, SCE will be making expost claimable energy savings for Opower-2 and Home Energy Efficiency Survey Enhancement implementations. In 2015, the Home Energy Report implementation will continue with Opower3 mailings. Savings By Design In 2014, SBD surpassed its kWh and kW targets. The program’s success relied on a proven, two-part market transformation strategy. The first is to leverage long-standing relationships with the architectural and engineering design community to provide technical support and financial resources to influence the design of high performance, new construction projects. The second is to influence owners and tenants to buy down the cost of initial investments in whole-building, incremental efficiency that will be earn a substantial return over the life of the building. SCE explored expanding its offering in the leased office-space/tenant improvement market (SBD Office) this year, as well as continued its practice of integrating DR in new construction through its IDSM efforts. The program continues to support education and the 142 development of design briefs and educational materials through its WE&T sub-program, Energy Design Resources, and associated web site. 143 SECTION 2: EMISSION REDUCTIONS Table 2 10 This section describes programs and program strategies that were successfully implemented during the past year that contributed to the emissions reductions reported in the table above. SCE embraces the fact that EE is the utility sector's first and most cost-effective response to global climate change, and SCE is firmly committed to making major contributions to California's climate change commitments. As a result of such a commitment, SCE's programs are designed to maximize energy savings results, and therefore are maximized to reduce GHG emissions as well. SCE's most successful programs and program strategies are described in detail in Section 1 above. The Commission has mandated that the utilities report their results using the E3 Calculator tool. This tool includes many imbedded calculations, such as avoided costs and emission factors, all of which have been approved by the Commission. Pursuant to the Commission's authorization, SCE entered its results into the E3 Calculator tool and determined 10 The data shown in this Annual Report is based on SCE's ex ante savings, adjusted for actual installations, consistent with the ex ante values and processes adopted by the CPUC in D.11-07-030. 144 the amount of emission reductions attributed to the successful implementation of the 2014 portfolio of EE programs. These results are shown in the table above. SCE, in the following section below, provides a brief explanation of the assumptions used in the calculations, including the emission rate used, gas combustion type, and net-to-gross: The environmental benefits (annual and lifecycle CO2, NOx, and PM10 reductions) in this document are pursuant to the values adopted in D.05-04-024, as developed by Energy and Environmental Economics, Inc. (E3) and produced in their 2004 Report. In April 2010, the Commission issued D.10-04-029 which updated the price of CO2 to $30 per ton. E3 calculated the avoided environmental cost, or emissions costs, as the sum of NOx, PM10, and carbon emission (CO2) costs, increased by marginal energy losses for each time of use (TOU) period. E3 estimated the emissions avoided-cost streams by multiplying the costs per pollutant (on a yearly basis) by the emission rate (per hour of the year). The emissions costs vary by voltage level, hour, and year. The NOx costs ($/MWh) are based on California offset prices generators must pay for NOx emissions, and the estimated emission rate of NOx at the implied heat rate of the market price. The NOx cost per MWh of energy saved at the customer site is increased by the incremental energy losses in each TOU period between the end use and the bulk system. In Period 1, when the forward market prices of electricity are based on NYMEX forward market prices, the assumption is that these prices already include the cost of NOx emissions so this value is equal to zero in Period 1. The PM10 costs ($/MWh) are computed similarly to the NOx costs, with the emission cost based on the California PM10 market prices and the estimated rates of emissions by the implied heat rate. The PM10 costs are also assumed to be included in the NYMEX forward market prices. The CO2 costs ($/MWh) are valued at $30 per ton, as prescribed in D.10-04-029. The environmental benefits utilized in the cost-effectiveness analysis of the programs herein are only applicable to the reporting of EE programs. The factors utilized in the development of these environmental benefits were agreed upon specifically to reflect an 145 appropriate and approximate value for the reduced energy savings due to EE programs. As such, these environmental benefits should not be used in any other context and should also be reviewed for future use in EE program planning and evaluation. The emission reduction values for SOx are not included in the environmental benefits (annual or lifecycle) in this document; as such values were not included in D.05-04-024, as developed by E3 and produced in their 2004 Report. These numbers are consistent with the current developments in the Green House Gas Proceeding currently open before the Commission or its successor proceeding (R.06-04-009). The environmental benefits utilized in the cost-effectiveness analysis of the programs herein are as adopted for the EE programs only and are currently applicable to the reporting of EE programs. The factors utilized in the development of these environmental benefits were agreed upon specifically to reflect an appropriate and approximate value for the reduced energy savings due to EE programs. As such, these environmental benefits should not be used in any other context and should also be reviewed for future use in EE program planning and evaluation. 146 SECTION 3: EXPENDITURES Table 3 11 For the description of SCE's Partnership programs that were included in the portfolio in the past year, see the description of SCE's 2014 Partnerships in Section II above. For 11 The data shown in this Annual Report is based on SCE's ex ante savings, adjusted for actual installations, consistent with the ex ante values and processes adopted by the CPUC in D.11-07-030. 147 descriptions of programs that were selected as part of the competitive bidding process, see the EE Program Overview — Third-Party Program section of this report. At of the end of 2014, over 34 percent of SCE's 2013-2014 EE funding was procured through a competitive bid solicitation. 148 SECTION 4: COST-EFFECTIVENESS Table 4 12 This section provides a description of what each metric means in terms of the overall portfolio's progress in producing net resource benefits for California ratepayers. The Total Resource Cost Test (TRC) measures the net benefits of a program as a resource versus the participants' costs and program administration costs. TRC Net Benefits (Net Rbn) are the difference (result) from subtracting the Total TRC costs from the Total Resource Benefits. The Total Resource Net Benefit is a measure of the total resource benefits from a measure or program, as derived by multiplying the energy savings by the appropriate avoided costs and reduced by the net-to-gross ratio. Total TRC Costs shown in the tables include the sum of the total administrative costs and the incremental measure or participant cost. The TRC costs also represent the changes to the TRC test made in Decision 07-09-043. The Program Administrator Cost (PAC) Test measures the net benefits of a program as a resource versus the total program costs, including both the program incentive and program administration costs. PAC Net Benefits are the result of subtracting the Total PAC costs from 12 The data shown in this Annual Report is based on SCE's ex ante savings, adjusted for actual installations, consistent with the ex ante values and processes adopted by the CPUC in D.11-07-030. 149 the Total Resource Benefits, Net (RBn). The Total Resource Net Benefit is a measure of the total resource benefits from a measure or program, as derived by multiplying the energy savings by the appropriate avoided costs and reduced by the net-to-gross ratio. Total PAC Costs shown in the tables include the sum of the total program administrative and incentive costs. The following provides a brief explanation of the assumptions used in the calculation, that is, incremental measure costs used and how rebates (transfers) were applied. The cost-effectiveness tables provided in this report reflect a summary of the costeffectiveness calculations developed for SCE's 2014 programs. These tables provide energy savings and program costs associated with activity in 2014. Pursuant to Policy Rule IV.11., to the extent possible, the assumptions that are used to estimate load impacts (for example, kWh and kW savings per unit, program net-to-gross ratios, incremental measure costs, and useful lives) in the calculation of the TRC and PAC tests are taken from the Database for Energy Efficient Resources (DEER) 2008 v2.05. For measures where the required load impacts for cost-effectiveness test inputs were not available in DEER, SCE has developed work papers that are approved in the process outlined in D.11-07-030. Units (Number and Definition) Measure of the unit counts are displayed as collected in program tracking databases during 2014. The definition of a unit is tailored to the specifications of each individual measure offered by a program. Energy and Capacity Savings (Per Unit and Total) Annual program energy and capacity reductions are derived from ex ante estimates of energy and capacity savings. Annual program energy and capacity reduction estimates for the programs are the result of a summation of measure-level savings from the measures installed as a result of the 2014 programs. The measure-level savings information used to calculate the 2014 program results are based upon estimates contained in DEER 2008 v2.05. If DEER does not contain an estimate, SCE's energy and capacity savings are documented in SCE's workpapers that are approved in the process outlined in D.11-07-030. 150 The gross amounts of the annual energy and capacity savings are reduced by appropriate net-to-gross ratios for the particular measure or end use and extended through their useful lives by the appropriate effective useful life estimates (see more information in the Net-to-Gross and Effective Useful Life sections, below). For all of the tables presented in this report, SCE has presented the capacity savings based upon the estimated summer on-peak savings. Thus, the total capacity savings of each measure has been reduced to show only the applicable percentage of savings that fall in the defined summer on-peak period for the particular measure, as defined in D.06-06-063. All energy savings results are a total of the savings across all time periods. Net-to-Gross (NTG) Ratio Gross energy savings are considered to be the savings in energy and demand seen by the participant at the meter level. Net savings are assumed to be the savings that are attributable to the program; that is, net savings are gross savings minus those changes in energy use and demand that would have happened even in the absence of the program ("free riders"). The netto-gross ratio is a factor that is applied to gross program load impacts to convert them into net program load impacts. This factor is also used to convert gross measure costs into net measure costs. Each net-to-gross ratio utilized in the report is taken from DEER 2008 v.2.05, as required by the Commission. Effective Useful Life (EUL) The EUL is the length of time (in years) for which the load impacts of an EE measure are expected to persist. Each of the EULs utilized in the report are taken from DEER 2008 v.2.05, as required by the Commission. Incremental Measure Cost (Per Unit and Total) These costs generally represent the incremental costs of EE measures over standard replacement measures. The gross amounts of these costs are reduced by appropriate net-to-gross ratios for the particular measure or end use. SCE relies upon DEER 2008 v2.05 for ex ante incremental measure cost values, as required by the Commission. If DEER does not contain an 151 estimate, SCE's incremental measure costs are typically derived from a recent measure cost study and documented in SCE's work papers that are approved in the process outlined in D.11-07-030. Program Incentive Cost (Per Unit and Total) Incentive costs are the amount of incentives paid to customers during 2014. The incentive cost totals are based on per-unit incentive costs paid to the customer multiplied by the total number of units. Program Administrative Cost Program administrative costs include all expenditures directly charged to the program except incentive costs. The administrative costs consist of allocated administrative, labor, nonlabor (that is, material and other), and contract labor cost. Labor costs consist of SCE labor charges that are directly charged to the program. These costs include salaries and expenses of SCE employees engaged in developing energy-efficient marketing strategies, plans, and programs, developing program implementation procedures, reporting, monitoring, and evaluating systems. Costs reflect actual costs incurred in 2014 in support of the programs. Non-labor costs include materials and other miscellaneous costs charged directly to the program. These costs include items such as booklets, brochures, promotions, training, membership dues, postage, telephone, supplies, printing and photocopying services, and computer support services. Contract labor costs consist of contract employees and consultant labor charges that are directly charged to the program. These costs include salaries and expenses of contract employees and consultants engaged in developing energy-efficient marketing strategies, plans, and programs, developing program implementation procedures, reporting, monitoring, and evaluating systems. Allocated administrative costs represent those for building lease and maintenance costs and management oversight expenditures. 152 The following explains how these numbers are consistent with the instructions provided by Commission in the avoided costs proceeding, R.04-04-025, particularly D.06-06-063 and the December 21, 2006 ALJ Ruling. The tables provided in this report include modifications to the cost-effectiveness calculations pursuant to the direction of the Energy Efficiency Policy Manual, the avoided costs rulemaking (R.04-04-025), and recent Decisions related to EE cost-effectiveness, including D.06-06-063, D.07-09-043, D.09-09-047 and D.14-04-046. 153 SECTION 5: BILL PAYER IMPACTS Table 5 13 This section provides an explanation of the impact of the EE activities on customer bills relative to the level without the EE programs. In 2014, SCE was authorized to collect $191 million (D.12-11-015) in rates to implement approved EE programs. Customer bills included the authorized collection on January 1, 2014[?], the date the program year began. Therefore, EE programs increase customer bills up front, as funds are collected to fund the EE programs. However, upon implementation, the programs lead to lower customer energy usage due to improvements in EE and subsequent reductions to participants’ bills. In the long term all users will benefit through reductions in the avoided costs of energy. The tables provided above show the bill impacts on participating customers in 2014. This section provides a brief explanation of the assumptions used in the calculation. The bill impacts included in this report reflect the net impact on bills, accounting for the benefits of the programs. The overall impact of SCE's programs is that customer bills will decrease relative to the level of billing without the EE programs. 13 The data shown in this Annual Report is based on SCE's ex ante savings, adjusted for actual installations, consistent with the ex ante values and processes adopted by the CPUC in D.11-07-030. 154 The following methodology was utilized for the calculation of bill impacts resulting from the 2014 EE portfolio: The calculation methodology for determining the average first-year bill savings utilizes the total gross energy savings per year multiplied by the average rate denominated in kWh. The product of these numbers results in a total bill savings for all program participants. Similarly, the calculation methodology for determining the average lifecycle bill savings utilizes the total lifecycle gross energy savings multiplied by the average rate denominated in kWh. The product of these numbers results in a total lifecycle bill savings for all program participants. 155 SECTION 6: GREEN BUILDING INITIATIVE Table 6 14 The following provides descriptions of the programs that contributed to Green Building Initiative (GBI) savings. Governor Arnold Schwarzenegger signed Executive Order S-20-04 regarding Green Buildings on December 14, 2004. It established the State of California's priority for energy and resource-efficient high-performance buildings. The Executive Order sets a goal of reducing energy use in state-owned buildings by 20 percent by 2015 (from a 2003 baseline) and encourages the private commercial sector to set the same goal. The order also directs compliance with the Green Building Action Plan, which details the measures the State will take to meet these goals. SCE is committed to helping California meet the Governor's GBI goals. In 2014, SCE's programs have made significant contributions, as indicated in the table above. The following programs and/or subprograms contributed in 2014 towards GBI energy savings: 14 The data shown in this Annual Report is based on SCE's ex ante savings, adjusted for actual installations, consistent with the ex ante values and processes adopted by the CPUC in D.11-07-030. 156 Agriculture Energy Efficiency Program California Statewide Program for Residential Energy Efficiency Chemical Products Efficiency Program Commercial Energy Efficiency Program Commercial Utility Building Efficiency Comprehensive Beverage Manufacturing and Resource Efficiency Comprehensive Chemical Products Comprehensive Manufactured Homes Cool Schools Data Center Energy Efficiency Emerging Technologies Energy Efficiency for Entertainment Centers Energy Leader Partnership Program Enhanced Retrocommissioning Food & Kindred Products Healthcare EE Program Institutional and Government Core Energy Efficiency Partnership Lighting Program Lodging EE Program Monitoring-Based Commissioning New Construction Program Nonmetallic Minerals and Products Primary and Fabricated Metals Retail Energy Action Program School Energy Efficiency Program Statewide Agriculture Energy Efficiency Program Statewide Commercial Energy Efficiency Program Statewide Industrial Energy Efficiency Program Workforce Education & Training Assessment of the status of the portfolio's progress in meeting GBI goals. SCE successfully implemented its EE programs in 2014 and is on its way to achieve the goals established for the Governor's Green Building Initiative. The table above illustrates the progress that SCE has achieved towards the GBI goals. 157 SECTION 7: SHAREHOLDER PERFORMANCE INCENTIVES Efficiency Savings and Performance Incentive Mechanism (ESPI) for 2013-2014 Energy Efficiency funding cycle was approved by the Commission in D.13-09-023, dated September 11, 2013. SCE is scheduled to file an advice letter for program year 2013 ex-post and program year 2014 ex-ante earnings in September 2015. In 2014, the Commission awarded SCE energy efficiency earnings of $21.6 million, calculated from the results of the 2012 and ex-ante for 2013 program years. SCE has an opportunity to earn an additional $6.2 million from program years 2011 and 2012 in the advice letter for earnings in 2015. 158 SECTION 8: SAVINGS BY END-USE Table 8 15 The Commission's EE reporting requirements mandates that SCE submit regular reports to the Commission quantifying the accomplishments of the portfolio. One such requirement, reporting portfolio performance of energy savings and demand reduction by end use, as shown in 15 The data shown in this Annual Report is based on SCE's ex ante savings, adjusted for actual installations, consistent with the ex ante values and processes adopted by the CPUC in D.11-07-030. 159 the table above, is reported on a regular basis as part of SCE's monthly report. The table above illustrates the 2014 results, by end use, of SCE's portfolio of EE programs. The 2014 Energy Savings Assistance program relies on the most up-to-date evaluation data in order to determine the program's effectiveness. Primarily, SCE relies upon the Impact Evaluation of the 2005 California Low-Income Energy Efficiency Program Final Report, as it contains the latest and best available information for the energy savings and demand reduction associated with low-income measures for this program cycle. In cases where SCE's program implemented measures that were not evaluated as part of the aforementioned study, the program used impact figures from the Impact Evaluation of the 2001 Statewide Low-Income Energy Efficiency program and internally developed SCE workpapers. Together, these sources stemming from vetted and approved EM&V studies developed a robust set of information that SCE relied upon to report the energy savings and demand reduction associated with its LowIncome programs. 160 SECTION 9: COMMITMENTS Table 9 16 The following programs had commitments that will be installed in 2015 and beyond: 16 x Residential New Construction x Commercial Calculated Program x Commercial Direct Install Program x Commercial Deemed Incentives Program x Savings by Design x Industrial Calculated Energy Efficiency Program x Industrial Deemed Energy Efficiency Program x Agriculture Calculated Energy Efficiency Program x Agriculture Deemed Energy Efficiency Program x Emerging Technologies Program x City of Long Beach Energy Leader Partnership The data shown in this Annual Report is based on SCE’s ex ante savings, adjusted for actual installations, consistent with the ex ante values and processes adopted by the CPUC in D.11-07-030. 161 x City of Redlands Energy Leader Partnership x City of Santa Ana Energy Leader Partnership x City of Simi Valley Energy Leader Partnership x Gateway Cities Energy Leader Partnership x Community Energy Leader Partnership x Desert Cities Energy Leader Partnership x Orange County Cities Energy Leader Partnership x San Gabriel Valley Energy Leader Partnership x San Joaquin Valley Energy Leader Partnership x South Bay Energy Leader Partnership x South Santa Barbara County Energy Leader Partnership x Ventura County Energy Leader Partnership x Western Riverside Energy Leader Partnership x City of Adelanto Energy Leader Partnership x West Side Energy Leader Partnership x California Community Colleges Energy Efficiency Partnership x California Dept. of Corrections and Rehabilitation EE Partnership x County of Los Angeles Energy Efficiency Partnership x County of Riverside Energy Efficiency Partnership x County of San Bernardino Energy Efficiency Partnership x State of California Energy Efficiency Partnership x UC/CSU Energy Efficiency Partnership In 2014, the above mentioned programs secured commitments of over $64 million, over 400 gigawatt-hours of energy savings, and over 60 megawatts in demand reduction. Explanations of how commitments are calculated and reported in the above tables, that is, showing where these commitments are from incentives only. In 2014, SCE actively enrolled customers into EE programs. These programs work with customers at various stages in their decision-making process in order to influence them to 162 implement energy-efficient choices. When a customer has firmly committed to the program, an incentive payment is reserved on their behalf to be paid when the customer implements the energy-efficient measure. It is only when that firm commitment is received (in the form of a contract, reservation, etc.) that it is counted as a program commitment and is reported to the Commission. The tables above summarize the energy savings and demand reduction committed to be installed by SCE customers. 163 Appendix A Southern California Edison Programs for 2014 164 Appendix A contains the list of programs included in SCE's 2014 EE Portfolio, and the date the programs were added or removed, where applicable. Table: Programs Included in SCE's 2014 EE Portfolio Program Name Date Added California Statewide Program for Residential Energy Efficiency 1/1/2013 N/A SCE-13-SW-001A Energy Advisor Program 1/1/2013 N/A SCE-13-SW-001B Plug Load and Appliances Program 1/1/2013 N/A SCE-13-SW-001C Multifamily Energy Efficiency Rebate Program 1/1/2013 N/A SCE-13-SW-001D Energy Upgrade California 1/1/2013 N/A SCE-13-SW-001E Residential HVAC Program 1/1/2013 N/A SCE-13-SW-001F Residential New Construction Program 1/1/2013 N/A Statewide Commercial Energy Efficiency Program 1/1/2013 N/A SCE-13-SW-002A Commercial Energy Advisor Program 1/1/2013 N/A SCE-13-SW-002B Commercial Calculated Program 1/1/2013 N/A SCE-13-SW-002C Commercial Deemed Incentives Program 1/1/2013 N/A SCE-13-SW-002D Commercial Direct Install Program 1/1/2013 N/A SCE-13-SW-002E Commercial Continuous Energy Improvement Program 1/1/2013 N/A SCE-13-SW-002F Nonresidential HVAC Program 1/1/2013 N/A Statewide Industrial Energy Efficiency Program 1/1/2013 N/A CPUC ID SCE-13-SW-001 SCE-13-SW-002 SCE-13-SW-003 165 Date Removed CPUC ID Program Name Date Added SCE-13-SW-003A Industrial Energy Advisor Program 1/1/2013 N/A SCE-13-SW-003B Industrial Calculated Energy Efficiency Program 1/1/2013 N/A SCE-13-SW-003C Industrial Deemed Energy Efficiency Program 1/1/2013 N/A SCE-13-SW-003D Industrial Continuous Energy Improvement Program 1/1/2013 N/A Statewide Agriculture Energy Efficiency Program 1/1/2013 N/A Agriculture Energy Advisor Program 1/1/2013 N/A Pump Tests 1/1/2013 N/A SCE-13-SW-004B Agriculture Calculated Energy Efficiency Program 1/1/2013 N/A SCE-13-SW-004C Agriculture Deemed Energy Efficiency Program 1/1/2013 N/A SCE-13-SW-004D Agriculture Continuous Energy Improvement Program 1/1/2013 N/A Lighting Program 1/1/2013 N/A SCE-13-SW-005A Lighting Market Transformation Program 1/1/2013 N/A SCE-13-SW-005B Lighting Innovation Program 1/1/2013 N/A SCE-13-SW-005C Primary Lighting Program 1/1/2013 N/A SCE-13-SW-006 Integrated Demand Side Management Program 1/1/2013 N/A SCE-13-SW-007 Statewide Finance Program 1/1/2013 N/A On-Bill Financing 1/1/2013 N/A SCE-13-SW-004 SCE-13-SW-004A SCE-13-SW-005 SCE-13-SW-007A 166 Date Removed CPUC ID Program Name Date Added SCE-13-SW-007B ARRA-Originated Financing 1/1/2013 N/A SCE-13-SW-007C New Finance Offerings 1/1/2013 N/A SCE-13-SW-008 Codes and Standards Program 1/1/2013 N/A SCE-13-SW-008A Building Codes and Compliance Advocacy 1/1/2013 N/A SCE-13-SW-008B Appliance Standards Advocacy 1/1/2013 N/A SCE-13-SW-008C Compliance Improvement 1/1/2013 N/A SCE-13-SW-008D Reach Codes 1/1/2013 N/A SCE-13-SW-008E Planning and Coordination 1/1/2013 N/A SCE-13-SW-009 Emerging Technologies Program 1/1/2013 N/A SCE-13-SW-009A Technology Development Support 1/1/2013 N/A SCE-13-SW-009B Technology Assessments 1/1/2013 N/A SCE-13-SW-009C Technology Introduction Support 1/1/2013 N/A SCE-13-SW-010 Workforce Education & Training 1/1/2013 N/A SCE-13-SW-010A WE&T Centergies 1/1/2013 N/A SCE-13-SW-010B WE&T Connections 1/1/2013 N/A LivingWise 1/1/2013 N/A WE&T Planning 1/1/2013 N/A SCE-13-L-001 Integrated Demand Side Management Pilot for Food Processing 1/1/2013 3/31/2014 SCE-13-L-002 Energy Leader Partnership Program 1/1/2013 N/A SCE-13-L002Rollup Energy Leader Partnership Program 1/1/2013 N/A SCE-13-SW-010C 167 Date Removed Program Name Date Added SCE-13-L-002A City of Beaumont Energy Leader Partnership 1/1/2013 N/A SCE-13-L-002B City of Long Beach Energy Leader Partnership 1/1/2013 N/A SCE-13-L-002C City of Redlands Energy Leader Partnership 1/1/2013 N/A SCE-13-L-002D City of Santa Ana Energy Leader Partnership 1/1/2013 N/A SCE-13-L-002E City of Simi Valley Energy Leader Partnership 1/1/2013 N/A SCE-13-L-002F Gateway Cities Energy Leader Partnership 1/1/2013 N/A SCE-13-L-002G Community Energy Leader Partnership 1/1/2013 N/A SCE-13-L-002H Eastern Sierra Energy Leader Partnership 1/1/2013 N/A SCE-13-L-002I Energy Leader Partnership Strategic Support 1/1/2013 N/A SCE-13-L-002J Desert Cities Energy Leader Partnership 1/1/2013 N/A SCE-13-L-002K Kern County Energy Leader Partnership 1/1/2013 N/A SCE-13-L-002L Orange County Cities Energy Leader Partnership 1/1/2013 N/A SCE-13-L-002M San Gabriel Valley Energy Leader Partnership 1/1/2013 N/A SCE-13-L-002N San Joaquin Valley Energy Leader Partnership 1/1/2013 N/A SCE-13-L-002O South Bay Energy Leader Partnership 1/1/2013 N/A CPUC ID 168 Date Removed Program Name Date Added SCE-13-L-002P South Santa Barbara County Energy Leader Partnership 1/1/2013 N/A SCE-13-L-002Q Ventura County Energy Leader Partnership 1/1/2013 N/A SCE-13-L-002R Western Riverside Energy Leader Partnership 1/1/2013 N/A SCE-13-L-002S City of Adelanto Energy Leader Partnership 1/1/2013 N/A SCE-13-L-002T West Side Energy Leader Partnership 1/1/2013 N/A SCE-13-L-002U Local Government Strategic Planning Pilot Program 1/1/2013 N/A Institutional and Government Core Energy Efficiency Partnership 1/1/2013 N/A SCE-13-L-003A California Community Colleges Energy Efficiency Partnership 1/1/2013 N/A SCE-13-L-003B California Dept. of Corrections and Rehabilitation EE Partnership 1/1/2013 N/A SCE-13-L-003C County of Los Angeles Energy Efficiency Partnership 1/1/2013 N/A SCE-13-L-003D County of Riverside Energy Efficiency Partnership 1/1/2013 N/A SCE-13-L-003E County of San Bernardino Energy Efficiency Partnership 1/1/2013 N/A SCE-13-L-003F State of California Energy Efficiency Partnership 1/1/2013 N/A SCE-13-L-003G UC/CSU Energy Efficiency Partnership 1/1/2013 N/A SCE-13-TP-001 Comprehensive Manufactured Homes 1/1/2013 N/A SCE-13-TP-002 Cool Planet 1/1/2013 N/A CPUC ID SCE-13-L-003 169 Date Removed Program Name Date Added SCE-13-TP-003 Healthcare EE Program 1/1/2013 N/A SCE-13-TP-004 Data Center Energy Efficiency 1/1/2013 N/A SCE-13-TP-005 Lodging EE Program 1/1/2013 N/A SCE-13-TP-006 Food & Kindred Products 1/1/2013 N/A SCE-13-TP-007 Primary and Fabricated Metals 1/1/2013 N/A SCE-13-TP-008 Nonmetallic Minerals and Products 1/1/2013 N/A SCE-13-TP-009 Comprehensive Chemical Products 1/1/2013 N/A SCE-13-TP-010 Comprehensive Petroleum Refining 1/1/2013 N/A SCE-13-TP-011 Oil Production 1/1/2013 N/A SCE-13-TP-012 Refinery Energy Efficiency Program 1/1/2013 N/A SCE-13-TP-013 Cool Schools 1/1/2013 N/A SCE-13-TP-014 Commercial Utility Building Efficiency 1/1/2013 N/A SCE-13-TP-017 Energy Efficiency for Entertainment Centers 1/1/2013 N/A SCE-13-TP-018 School Energy Efficiency Program 1/1/2013 N/A SCE-13-TP-019 Sustainable Communities 1/1/2013 N/A SCE-13-TP-020 IDEEA365 Program 1/1/2013 N/A SCE-13-TP-021 Enhanced Retrocommissioning 1/1/2013 N/A CPUC ID 170 Date Removed Appendix B SCE's Final December Monthly Report for 2014 171 Appendix B – SCE's Final December Monthly Report for 2014 For access, please visit the California Public Utilities Commission Energy Efficiency Groupware Application at http://eestats.cpuc.ca.gov/Views/Documents.aspx. 172 Appendix B SCE’s Notice of Availability for Related Documents Available for Viewing and Downloading on the CPUC’s EESTATS Website: http://eestats.cpuc.ca.gov BEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA Order Instituting Rulemaking Concerning Energy Efficiency Rolling Portfolios, Policies, Programs, Evaluation, and Related Issues. Rulemaking 13-11-005 Filed November 14, 2013 NOTICE OF AVAILABILITY OF SOUTHERN CALIFORNIA EDISON (U 338-E) POSTING OF REVISED 2015 ENERGY EFFICIENCY PROGRAMS ANNUAL REPORT SUPPORTING DOCUMENTS Pursuant to the Administrative Law Judge’s Ruling Adopting Annual Reporting Requirements for Energy Efficiency and Addressing Related Reporting Issues dated August 8, 2007, Southern California Edison Company (SCE) hereby provides notice to the service list in Proceeding No. R.13-11-005 that the following documents are available for viewing and downloading on the CPUC’s Energy Efficiency Statistics Application (EESTATS) website:1 Appendix C - 2014 Joint IOU Workforce Education & Training Annual Report Appendix D - Part 1 - SCE's Narratives for Approved Program Performance Metrics Appendix D - Part 2 - SCE's Reporting Tables for Approved Program Performance Metrics Appendix D - Part 3 - Joint IOU Master Program Performance Metric Table2 Appendix D - Part 4 - SCE Reporting and Narratives for Approved Pilot Program Targets 1 2 Available at http://eestats.cpuc.ca.gov Joint Master PPM Table will be uploaded by PG&E on EESTATS by May 15, 2015. B-1 Additionally, SCE’s information regarding its Workforce, Education and Training (WE&T) Program for 2014 is included in the Joint IOU WE&T Program Annual Report and was uploaded by Southern California Gas Company on behalf of the IOUs to the EESTATS website. Respectfully submitted, JANET COMBS JANE LEE COLE /s/ Jane Lee Cole By: Jane Lee Cole Attorneys for SOUTHERN CALIFORNIA EDISON COMPANY 2244 Walnut Grove Avenue Post Office Box 800 Rosemead, California 91770 Telephone: (626) 302-3860 Facsimile: (626) 302-6693 E-mail: Jane.Lee.Cole@sce.com June 1, 2015 B-2 BEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA Order Instituting Rulemaking Concerning Energy Efficiency Rolling Portfolios, Policies, Programs, Evaluation, and Related Issues. R.13-11-005 (Filed November 14, 2013) CERTIFICATE OF SERVICE I hereby certify that, pursuant to the Commission’s Rules of Practice and Procedure, I have this day served a true copy of SOUTHERN CALIFORNIA EDISON COMPANY’S (U 338-E) REVISED 2015 ANNUAL REPORT FOR ENERGY EFFICIENCY PROGRAMS on all parties identified on the attached service list R.13-11-005. Service was effected by one or more means indicated below: 厖 Transmitting the copies via e-mail to all parties who have provided an e-mail address. 厖 Placing copies in properly addressed sealed envelopes and depositing such copies in the United States mail with first-class postage prepaid to all parties for those listed on the attached non-email list. Executed June 1, 2015, at Rosemead, California. /s/ Irene Gutierrez Irene Gutierrez Legal Assistant SOUTHERN CALIFORNIA EDISON COMPANY 2244 Walnut Grove Avenue Post Office Box 800 Rosemead, California 91770 1 Page 1 of 11 CPUC Home CALIFORNIA PUBLIC UTILITIES COMMISSION Service Lists PROCEEDING: R1311005 - CPUC - OIR CONCERNIN FILER: CPUC LIST NAME: LIST LAST CHANGED: MAY 27, 2015 Download the Comma-delimited File About Comma-delimited Files Back to Service Lists Index Parties ANGELA HACKER COUNTY OF SANTA BARBARA EMAIL ONLY EMAIL ONLY, CA 00000 FOR: COUNTY OF SANTA BARBARA, EMPOWER LARA ETTENSON NATURAL RESOURCES DEFENSE DOUNCIL EMAIL ONLY EMAIL ONLY, CA 00000 FOR: NATURAL RESOURCES DEFENSE COUNCIL (NRDC) SHANDRA (TIGER) ADOLF DIR - PROGRAM DESIGN / MKT DEVELOPMENT BUILDING PERFORMANCE INSTITUTE, INC. EMAIL ONLY EMAIL ONLY, CA 00000 FOR: BUILDING PERFORMANCE INSTITUTE, INC. (BPI) GREG MERRITT CREE, INC. 4600 SILICON DRIVE DURHAM, NC 27703 FOR: CREE, INC. STEVEN D. PATRICK SENIOR COUNSEL SOUTHERN CALIFORNIA GAS COMPANY 555 WEST 5TH STREET, GT14E7 LOS ANGELES, CA 90013-1011 FOR: SOUTHERN CALIFORNIA GAS COMPANY DANIEL W. DOUGLASS ATTORNEY HOWARD CHOY G.M., OFFICE OF SUSTAINABILITY COUNTY OF LOS ANGELES EMAIL ONLY EMAIL ONLY, CA 00000 FOR: COUNTY OF LOS ANGELES, OFFICE OF SUSTAINABILITY / SOUTHERN CALIFORNIA REGIONAL ENERGY NETWORK (SCREN) SHALINI SWAROOP MARIN CLEAN ENERGY EMAIL ONLY EMAIL ONLY, CA 00000 FOR: MARIN CLEAN ENERGY DONALD GILLIGAN PRESIDENT NATI'L ASSN. OF ENERGY SVC. COMPANIES 1615 M STREET, NW WASHINGTON, DC 20036 FOR: NATIONAL ASSOCIATION OF ENERGY SERVICE COMPANIES (NAESCO) JUSTIN SEGALL FOUNDER & EXECUTIVE VICE PRESIDENT SIMPLE ENERGY 1215 SPRUCE ST., STE. 301 BOULDER, CO 80302-4839 FOR: SIMPLE ENERGY PAUL THOMAS SYZERGY, INC. 4000 LONG BEACH BLVD., STE. 206 LONG BEACH, CA 90807 FOR: SYZERGY, INC. JANE LEE COLE SOUTHERN CALIFORNIA EDISON COMPANY http://www.cpuc.ca.gov/service_lists/R1311005_81279.htm 6/1/2015 Page 2 of 11 DOUGLASS & LIDDELL 21700 OXNARD ST., STE. 1030 WOODLAND HILLS, CA 91367 FOR: UNIVERSITY OF CALIFORNIA JULIE WILEY SPECIAL COUNSEL SAN DIEGO ASSOCIATION OF GOVERNMENTS 401 B STREET, SUITE 800 SAN DIEGO, CA 92101 FOR: SAN DIEGO ASSOCIATION OF GOVERNMENTS (SANDAG) SACHU CONSTANTINE DIRECTOR OF POLICY CENTER FOR SUSTAINABLE ENERGY 9325 SKY PARK COURT, SUITE 100 SAN DIEGO, CA 92123 FOR: CENTER FOR SUSTAINABLE ENERGY GEORGE ODERO ENERGYWISE ENG'RING & TECH. CONSULTING 3298 GOVERNOR DRIVE, STE. 22496 SAN DIEGO, CA 92192 FOR: ENERGYWISE ENGINEERING AND TECHNICAL CONSULTING (EETC) STEVE SCHMIDT HOME ENERGY ANALYTICS 13061 BYRD LN LOS ALTOS, CA 94022 FOR: HOME ENERGY ANALYTICS (HEA) JORDANA CAMMARATA FIRSTFUEL SOFTWARE ONE EMBARCADERO CENTER, SUITE 1550 SAN FRANCISCO, CA 94102 FOR: FIRSTFUEL SOFTWARE CHRISTOPHER CLAY CALIF PUBLIC UTILITIES COMMISSION LEGAL DIVISION ROOM 4300 505 VAN NESS AVENUE SAN FRANCISCO, CA 94102-3214 FOR: ORA EDDIE H. AHN BRIGHTLINE DEFENSE PROJECT 1028A HOWARD STREET SAN FRANCISCO, CA 94103 FOR: BRIGHTLINE DEFENSE PROJECT ANNETTE BEITEL CALIFORNIA TECHNICAL FORUM STAFF 2298 FULTON ST. SAN FRANCISCO, CA 94104 FOR: CALIOFRNIA TECHNICAL FORUM STAFF (CAL TF) MARY A. GANDESBERY ATTORNEY PACIFIC GAS & ELECTRIC COMPANY 77 BEALE STREET, MS-B30A / PO BOX 7442 SAN FRANCISCO, CA 94105 FOR: PACIFIC GAS & ELECTRIC COMPNANY BRIAN CRAGG ATTORNEY GOODIN, MACBRIDE, SQUERI, DAY & LAMPREY 505 SANSOME STREET, SUITE 900 2244 WALNUT GROVE AVE. ROSEMEAD, CA 91770 FOR: SOUTHERN CALIFORNIA EDISON COMPANY FREDERICK M. ORTLIEB DEPUTY CITY ATTORNEY CITY OF SAN DIEGO 1200 THIRD AVENUE, SUITE 1100 SAN DIEGO, CA 92101-4100 FOR: CITY OF SAN DIEGO THOMAS R. BRILL SR COUNSEL & DIRECTOR SAN DIEGO GAS & ELECTRIC COMPANY 8330 CENTURTY PARK CT., CP32E SAN DIEGO, CA 92123-1530 FOR: SAN DIEGO GAS & ELECTRIC COMPANY TREVOR KEITH COUNTY OF SAN LUIS OBISPO 976 OSOS STREET SAN LUIS OBISPO, CA 93408 FOR: COUNTY OF SAN LUIS OBISPO ABHAY GUPTA CHIEF EXECUTIVE OFFICER BIDGELY, INC. 298 SOUTH SUNNYVALE AVENUE, STE. 205 SUNNYVALE, CA 94098 FOR: BIDGELY, INC. MATTHEW O'KEEFE OPOWER 760 MARKET STREET, 4TH FLOOR SAN FRANCISCO, CA 94102 FOR: OPOWER JEANNE M. SOLE DEPUTY CITY ATTORNEY CITY AND COUNTY OF SAN FRANCISCO 1 DR. CARLTON B. GOODLETT PLACE, RM. 234 SAN FRANCISCO, CA 94102-4682 FOR: CITY AND COUNTY OF SAN FRANCISCO HAYLEY GOODSON STAFF ATTORNEY THE UTILITY REFORM NETWORK 785 MARKET ST., STE. 1400 SAN FRANCISCO, CA 94103 FOR: THE UTILITY REFORM NETWORK (TURN) EVELYN KAHL ATTORNEY AT LAW ALCANTAR & KAHL, LLP 33 NEW MONTGOMERY ST., STE. 1850 SAN FRANCISCO, CA 94105 FOR: ENERGY PRODUCERS AND USERS COALITION NORA SHERIFF ALCANTAR & KAHL 33 NEW MONTGOMERY ST., STE. 1850 SAN FRANCISCO, CA 94105 FOR: CALIFORNIA LARGE ENERGY CONSUMERS ASSOCIATION (CLECA) GERALD LAHR ENERGY PROGRAMS MGR. ASSOCIATION OF BAY AREA GOVERNMENTS 101 8TH ST. http://www.cpuc.ca.gov/service_lists/R1311005_81279.htm 6/1/2015 Page 3 of 11 SAN FRANCISCO, CA 94111 FOR: INDEPENDENT ENERGY PRODUCERS ASSOCIATION (IEPA) ORI SKLOOT INTERIM EXE. DIR. EFFICIENCY FIRST CALIFORNIA (EF CA) 1000 BROADWAY SUITE 435 OAKLAND, CA 94607 FOR: CALIFORNIA BUILDING PERFORMANCE CONTRACTORS ASSOCIATION DBA EFFICIENCY FIRST CALIFORNIA (EF CA) JODY LONDON JODY LONDON CONSULTING PO BOX 3629 OAKLAND, CA 94609 FOR: LOCAL GOVERNMENT SUSTAINABLE ENERGY COALITION (LGSEC) MARGIE GARDNER EXECUTIVE DIRECTOR CAL. ENERGY EFFICIENCY INDUSTRY COUNCIL 436 14TH STREET, SUITE 1020 OAKLAND, CA 94612 FOR: CALIFORNIA ENERGY EFFICIENCY INDUSTRY COUNCIL (CEEIC) VIEN TROUNG ENVIRONMENTAL EQUITY DIRECTOR THE GREENLINING INSTITUTE 1918 UNIVERSITY AVENUE, 2ND FLOOR BERKELEY, CA 94704 FOR: THE GREENLINING INSTITUTE KELLY FOLEY SONOMA CLEAN POWER 50 OLD COURTHOUSE SQ., STE. 605 SANTA ROSA, CA 95404 FOR: SONOMA CLEAN POWER ERIC EISENHAMMER COALITION OF ENERGY USERS 4010 FOOTHILLS BLVD., STE 103 NO. 115 ROSEVILLE, CA 95747 FOR: COALITION OF ENERGY USERS THOMAS A. ENSLOW ADAMS BROADWELL JOSEPH AND CARDOZO 520 CAPITOL MALL, SUITE 350 SACRAMENTO, CA 95814 FOR: CALIFORNIA STATE LABOR MANAGEMENT COOPERATION COMMITTEE-FOR THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS / THE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATON (LMCC) JOHN LARREA CALIFORNIA LEAGUE OF FOOD PROCESSORS 1755 CREEKSIDE OAKS DRIVE, STE 250 SACRAMENTO, CA 95833 FOR: CALIFORNIA LEAGUE OF FOOD PROCESSORS TOM ECKHART CEO CAL-UCONS 10612 NE 46TH STREET KIRKLAND, WA 98033 FOR: CAL-UCONS, INC. OAKLAND, CA 94607 FOR: SAN FRANCISCO BAY AREA REGIONAL ENERGY NETWORK (SFBAREN) JERRY LAHR PROGRAM MANAGER ABAG POWER 101 EIGHT STREET OAKLAND, CA 94607-4756 FOR: ASSOCIATION OF BAY AREA GOVERNMENTS (ABAG) BRUCE MAST DIR OF PROGRAMS BUILD IT GREEN 1330 BROADWAY. STE 1702 OAKLAND, CA 94612 FOR: BUILD IT GREEN (BIG) CARMELITA L. MILLER LEGAL COUNSEL THE GREENLINING INSTITUTE 1918 UNIVERSITY AVENUE BERKELEY, CA 94704 FOR: THE GREENLINING INSTITUTE MAHLON ALDRIDGE VP - STRATEGIC DEVELOPMENT ECOLOGY ACTION OF SANTA CRUZ 877 CEDAR STREET, STE. 240 SANTA CRUZ, CA 95060-3938 FOR: ECOLOGY ACTION OF SANTA CRUZ MELANIE GILLETTE WESTERN REGULATORY AAFAIRS ENERNOC, INC. 115 HAZELMERE DRIVE FOLSOM, CA 95630 FOR: ENERNOC, INC. JIM HAWLEY DEWEY SQUARE GROUP, LLC 1020 16TH STREET, SECOND FLOOR SACRAMENTO, CA 95814 FOR: MISSION: DATA THOMAS A. ENSLOW ADAMS BROADWELL JOSEPH & CARDOZO 520 CAPITOL MALL, SUITE 350 SACRAMENTO, CA 95814-4715 FOR: CALIFORNIA CONSTRUCTION INDUSTRY LABOR MANAGEMENT COOPERATION TRUST (CCILMCT) KAREN NORENE MILLS ATTORNEY CALIFORNIA FARM BUREAU FEDERATION 2300 RIVER PLAZA DRIVE SACRAMENTO, CA 95833 FOR: CALIFORNIA FARM BUREAU FEDERATION JACOB OSTER ENERGYSAVVY 159 SOUTH JACKSON STREET, SUITE 420 SEATTLE, WA 98102 FOR: ENERGYSAVVY http://www.cpuc.ca.gov/service_lists/R1311005_81279.htm 6/1/2015 Page 4 of 11 Information Only ADAM SCHEER PACIFIC GAS AND ELECTRIC COMPANY EMAIL ONLY EMAIL ONLY, CA 00000 ALEJANDRA MEJIA EMAIL ONLY EMAIL OLY, CA 00000 ALLAN LEE EXEC. DIR., ENERGY SERVICES DIVISION CADMUS EMAIL ONLY EMAIL ONLY, OR 00000 ANDRA PLIGAVKO EMAIL ONLY EMAIL ONLY, CA 00000 ARLEEN NOVOTNEY ACCESS / SCF EMAIL ONLY EMAIL ONLY, CA 00000 BECKIE MENTEN EFFICIENCY COORDINATOR MARIN CLEAN ENERGY EMAIL ONLY EMAIL ONLY, CA 00000 CAROLINE CHEN EMAIL ONLY EMAIL ONLY, CA 00000 CASSANDRA FELICIANO REGULATORY CASE MANAGER PACIFIC GAS AND ELECTRIC COMPANY EMAIL ONLY EMAIL ONLY, CA 00000 CHUCK BUCK MANAGER, REGULATORY AFFAIRS OPOWER EMAIL ONLY EMAIL ONLY, CA 00000 CORY SCOTT PACIFICORP EMAIL ONLY EMAIL ONLY, NV 00000 DAVID NEMTZOW NEMTZOW & ASSOCIATES EMAIL ONLY EMAIL ONLY, CA 00000 ELI HARLAND CALIFORNIA ENERGY COMMISSION ENERGY RESEARCH & DEVELOPMENT DIV. EMAIL ONLY EMAIL ONLY, CA 00000 ERIC EBERHARDT ASSOCIATE DIRECTOR ENERGY SERVICES UNIVERSITY OF CALIF. OFFICE OF THE PRES. EMAIL ONLY EMAIL ONLY, CA 00000 HANNA GRENE CENTER FOR SUSTAINBLE ENERGY EMAIL ONLY ALANA VOLSKAYA PACIFIC GAS AND ELECTRIC COMPANY EMAIL ONLY EMAIL ONLY, CA 00000 ALICE STOVER CLEAN ENERGY EMAIL O NLY EMAIL ONLY, CA 00000 ALLAN RAGO QUALITY CONSERVATION SERVICES, INC. EMAIL ONLY EMAIL ONLY, CA 00000 ANNETTE BEITEL FUTURE ENERGY ENTERPRISES-CAL.TECH. FORM EMAIL ONLY EMAIL ONLY, CA 00000 BARBARA BARKOVICH CONSULTANT BARKOVICH & YAP EMAIL ONLY EMAIL ONLY, CA 00000 BRIAN SMITH PACIFIC GAS AND ELECTRIC COMPANY EMAIL ONLY EMAIL ONLY, CA 00000 CASE COORDINATION PACIFIC GAS AND ELECTRIC COMPANY EMAIL ONLY EMAIL ONLY, CA 00000 CATHIE A. ALLEN PACIFICORP EMAIL ONLY EMAIL ONLY, CA 00000 CORINNE M. SIERZANT SOUTHERN CALIFORNIA GAS COMPANY EMAIL ONLY EMAIL ONLY, CA 00000 CRAIG TYLER TYLER & ASSOCIATES EMAIL ONLY EMAIL ONLY, CA 00000 DORREN CARUTH PACIFIC GAS AND ELECTRIC COMPANY EMAIL ONLY EMAIL ONLY, CA 00000 ELIZABETH KELLY LEGAL DIRECTOR MARIN CLEAN ENERGY EMAIL ONLY EMAIL ONLY, CA 00000 GREG WIKLER DIR - ENERGY NAVIGANT CONSULTING, INC. EMAIL ONLY EMAIL ONLY, CA 00000 JEAN SHELTON ITRON EMAIL ONLY http://www.cpuc.ca.gov/service_lists/R1311005_81279.htm 6/1/2015 Page 5 of 11 EMAIL ONLY, CA 00000 JENNIFER BERG BAYREN PROJECT MANAGER ASSOCIATION OF BAY AREA GOVERNMENTS EMAIL ONLY EMAIL ONLY, CA 00000 JEREMY WAEN REGULATORY ANALYST MARIN CLEAN ENERGY EMAIL ONLY EMAIL ONLY, CA 00000 JOHN CAVALLI ITRON EMAIL ONLY EMAIL ONLY, CA 00000 KRIS BRADLEY ITRON EMAIL ONLY EMAIL ONLY, CA 00000 LUCY MORRIS PACIFIC GAS AND ELECTRIC COMPANY EMAIL ONLY EMAIL ONLY, CA 00000 MARIA STAMAS LEGAL FELLOW, ENERGY PROGRAM NATURAL RESOURCES DEFENSE COUNCIL EMAIL ONLY EMAIL ONLY, CA 00000 MCE REGULATORY MARIN CLEAN ENERGY EMAIL ONLY EMAIL ONLY, CA 00000 MICHAEL NGUYEN ENERGY COALITION EMAIL ONLY EMAIL ONLY, CA 00000 MICHAEL SNOW PACIFICORP EMAIL ONLY EMAIL ONLY, CA 00000 MIKE CADE ALCANTAR & KAHL EMAIL ONLY EMAIL ONLY, CA 00000 MISI BRUCERI MISTI BRUCERI & ASSOCIATES, LLC EMAIL ONLY EMAIL ONLY, CA 00000 PATRICK FERGUSON DAVIS WRIGHT TREMAINE, LLP EMAIL ONLY EMAIL ONLY, CA 00000 RAFAEL FRIEDMANN PACIFIC GAS AND ELECTRIC COMPANY EMAIL ONLY EMAIL ONLY, CA 00000 ROD NASH MGR. EE DEVELOPMENT, POWER ENTERPRISE SF PUBLIC UTILITIES COMMISSION (SFPUC) EMAIL ONLY EMAIL ONLY, CA 00000 EMAIL JENNY EMAIL EMAIL ONLY, CA ROECKS ONLY ONLY, CA 00000 00000 JESSICA COHEN MANAGEMENT FOLLOW/PROGRAM MANAGER L.A.COUNTY OFFICE OF SUSTAINABILITY EMAIL ONLY EMAIL ONLY, CA 00000 KATY ROSENBERG ALCANTAR & KAHL EMAIL ONLY EMAIL ONLY, CA 00000 LINDSEY HAWES CENTER FOR SUSTAINABLE ENERGY EMAIL ONLY EMAIL ONLY, CA 00000 MARC COSTA ENERGY COALITION EMAIL ONLY EMAIL ONLY, CA 00000 MARTHA A. GARCIA MG, ENGR'ING SVCS AND CODES.STANDARD SEMPRA UTILITIES EMAIL ONLY EMAIL O NLY, CA 00000 MERRIAN BORGESON NATURAL RESOURCES DEFENSE COUNCIL EMAIL ONLY EMAIL ONLY, CA 00000 MICHAEL NORBECK PACIFIC GAS AND ELECTRIC COMPANY EMAIL ONLY EMAIL ONLY, CA 00000 MICHELLE MISHOE SENIOR COUNSEL PACIFICORP EMAIL ONLY EMAIL O NLY, CA 00000 MIKE RUFO ITRON EMAIL ONLY EMAIL ONLY, CA 00000 NIKHIL GANDHI EMAIL ONLY EMAIL ONLY, CA 00000 RACHEL HARCHARIK ITRON EMAIL ONLY EMAIL ONLY, CA 00000 RICARDO AMON FOOD INDUSTRY ENERGY SPECIALIST CALIF. INST. OF FOOD & AGRI. RESEARCH UC - DAVIS EMAIL ONLY EMAIL ONLY, CA 00000 SCOTT FABLE BKI EMAIL ONLY EMAIL ONLY, CA 00000 http://www.cpuc.ca.gov/service_lists/R1311005_81279.htm 6/1/2015 Page 6 of 11 SEPHRA A. NINOW REGULATORY AFFAIRS MGR. CENTER FOR SUSTAINABLE ENERGY EMAIL ONLY EMAIL ONLY, CA 00000 SHARYN BARATA ITRON EMAIL ONLY EMAIL ONLY, CA 00000 SUBID WAGLEY PACIFIC GAS AND ELECTRIC COMPANY EMAIIL ONLY EMAIL ONLY, CA 00000 MRW & ASSOCIATES, LLC EMAIL ONLY EMAIL ONLY, CA 00000 ROBERT KASMAN PACIFIC GAS AND ELECTRIC COMPANY EMAIL ONLY EMAIL ONLY, CA 00000-0000 PETER CAVAN ENERNOC ONE MARINO PARK DRIVE, SUITE 400 BOSTON, MA 02210 RUTH HUPART 1220 19TH STREET, NW, STE. 800 WASHINGTON, DC 20036 RACHEL HOLMES APPLIANCES RECYCLING CENTER OF AM., INC. 7400 EXCELSIOR BLVD. MINNEAPOLIS, MN 55426 LISA HOUGH SIMPLE ENERGY 1215 SPRUCE ST., STE. 301 BOULDER, CO 80302 CAMERON BROOKS E9 ENERGY INSIGHT 1877 BROADWAY, SUITE 100 BOULDER, CO 80304 CYNTHIA K. MITCHELL ENERGY ECONOMICS INC. 530 COLGATE COURT RENO, NV 89503 ALMA MENA WILLIAMSON SOUTHERN CALIFORNIA GAS COMPANY 555 W. 5TH STREET, M.L. 19A7 LOS ANGELES, CA 90013 ANDREW STEINBERG REGULATORY POLICY & REPORTING MGR. SOUTHERN CALIFORNIA GAS COMPANY 555 W. FIFTH STREET, GT19A7 LOS ANGELES, CA 90013 ELIZABETH BAIRES REGULATORY MGR SOUTHERN CALIFORNIA GAS COMPANY 555 W. FIFTH ST., GT14D6 LOS ANGELES, CA 90013 JESSE JOHN MARTINEZ SEMPRA UTILITIES SHAHANA SAMIULLAH SOUTHERN CALIFORNIA EDISON COMPANY EMAIL ONLY EMAIL ONLY, CA 00000 STEVEN GUERRY PROGRAM CONSULTANT BKI EMAIL ONLY EMAIL ONLY, CA 00000 TIM OLSEN ENERGY COALITION EMAIL ONLY EMAIL ONLY, CA 00000 KAREN TERRANOVA ALCANTAR & KAHL EMAIL ONLY EMAIL ONLY, CA 00000-0000 JEFF PERKINS ERS 120 WATER STREET, SUITE 350 NORTH ANDOVER, MA 01845 ERIKA DIAMOND ENERGYHUB 232 3RD STREET, SUITE 201 BROOKLYN, NY 11215 MARK MENZER DANFOSS 11655 ORSSROADS CIRCLE BALTIMORE, MD 21220 JACK CAMERON PRESIDENT APPLIANCES RECYCLING CENTERS OF AM., INC 7400 EXCELSIOR BLVD MINNEAPOLIS, MN 55426-4517 ADAM BLOCK MANAGER, REGULATORY AFFAIRS SIMPLE ENERGY, INC. 1215 SPRUCE STREET, STE. 301 BOULDER, CO 80304 PETER C. JACOBS BUILDING METRICS INC. 2540 FRONTIER AVE. SUITE 100 BOULDER, CO 80304 LUKE HERMANN LUKE HERMANN CONSULTING, INC. 950 MARSH AVE. RENO, NV 89509 ANDREW NIH SOUTHERN CALIFORNIA GAS COMPANY 555 WEST FIFTH ST., GT19A7 LOS ANGELES, CA 90013 DARREN HANWAY SOUTHERN CALIFORNIA GAS COMPANY 555 WEST FIFTH ST., MAIL STOP GT19A7 LOS ANGELES, CA 90013 JEFF SALAZAR SOUTHERN CALIFORNIA GAS COMPANY 555 W. FIFTH STREET, GT14D6 LOS ANGELES, CA 90013 JOYCE KWOK CUSTOMER PROGRAMS & ASSISTANCE http://www.cpuc.ca.gov/service_lists/R1311005_81279.htm 6/1/2015 Page 7 of 11 555 W. 5TH ST LOS ANGELES, CA 90013 LETICIA AYALA SOUTHERN CALIFORNIA GAS COMPANY 555 WEST 5TH STREET LOS ANGELES, CA 90013 MABELL GARCIA PAINE PRINCIPAL ICF INTERNATIONAL 601 W 5TH STREET, STE. 900 LOS ANGELES, CA 90071 GREGORY S.G. KLATT ATTORNEY DOUGLASS & LIDDELL 21700 OXNARD ST., STE. 1030 WOODLAND HILLS, CA 91367-8102 JANET COMBS SR. ATTORNEY SOUTHERN CALIFORNIA EDISON COMPANY 2244 WALNUT GROVE AVENUE ROSEMEAD, CA 91770 ANNLYN M. FAUSTINO REGULATORY CASE ANALYST & SUPPORT SDG&E/SCGC 8330 CENTURY PARK COURT, CP31E SAN DIEGO, CA 92123 JOY C. YAMAGATA REGULATORY MANAGER SAN DIEGO GAS & ELECTRIC / SOCALGAS 8330 CENTURY PARK COURT, CP 31 D SAN DIEGO, CA 92123-1530 PAUL MARCONI BEAR VALLEY ELECTRIC SERVICE 42020 GARSTIN DRIVE, PO BOX 1547 BIG BEAR LAKE, CA 92315 PAUL KERKORIAN ATTORNEY AT LAW 6475 N PALM AVE., STE. 105 FRESNO, CA 93704 ANN KELLY DEPARTMENT OF THE ENVIRONMENT CITY & COUNTY OF SAN FRANCISCO 1145 MARKET STREET, SUITE 1200 SAN FRANCISCO, CA 94103 ELISE TORRES STAFF ATTORNEY THE UTILITY REFORM NETWORK 785 MARKET STREET, SUITE 1400 SAN FRANCISCO, CA 94103 ANDREW YIP PACIFIC GAS & ELECTRIC COMPANY 77 BEALE ST., B9A SAN FRANCISCO, CA 94105 BRUCE PERLSTEIN DIRECTOR, ADVISORY KPMG LLP 55 SECOND ST., STE. 1400 SAN FRANCISCO, CA 94105 DEREK JONES NAVIGANT CONSULTING, INC. ONE MARKET ST., SPEAR TOWER, SUITE 1200 SOUTHERN CALIFORNIA GAS COMPANY 555 WEST FIFTH STREET, GT19A7 LOS ANGELES, CA 90013 RONALD VAN DER LEEDEN DIR.-GENERAL RATE CASE & REVENUE REQ. SOUTHERN CALIFORNIA GAS COMPANY 555 W. FIFTH STREET, GT14D6 LOS ANGELES, CA 90013 LENA LUNA SO. BAY CITIES COUNCIL OF GOVERNMENTS 20285 S. WESTERN AVE., STE. 100 TORRANCE, CA 90501 CASE ADMINISTRATION SOUTHERN CALIFORNIA EDISON COMPANY 2244 WALNUT GROVE AVENUE, PO BOX 800 ROSEMEAD, CA 91770 DON C. LIDDELL ATTORNEY DOUGLASS & LIDDELL 2928 2ND AVENUE SAN DIEGO, CA 92103 CENTRAL FILES SAN DIEGO GAS & ELECTRIC COMPANY 8330 CENTURY PARK CT, CP31-E SAN DIEGO, CA 92123-1530 ATHENA BESA CUSTOMER PROGAMS & POLICY MANAGER SAN DIEGO GAS & ELECTRIC COMPANY 8335 CENTURY PARK COURT, CP12H SAN DIEGO, CA 92123-1569 JEFF HIRSCH JAMES J. HIRSCH & ASSOCIATES 12185 PRESILLA ROAD SANTA ROSA VALLEY, CA 93012-9243 STEPHEN STOLTE COORDINATOR - OFFICE OF SUSTAINABILITY COUNTY OF SAN MATEO 400 COUNTY CENTER REDWOOD CITY, CA 94063 CAL BROOMHEAD DEPT OF ENVIRONMENT, ENERGY SECTION CITY AND COUNTY OF SAN FRANCISCO 1145 MARKET STREET, SUITE 1200 SAN FRANCISCO, CA 94103 JEFF GUILD ENOVITY, INC. 100 MONTGOMERY STREET, SUITE 600 SAN FRANCISCO, CA 94104 FOR: ENOVITY, INC. ANDY FESSEL PACIFIC GAS & ELECTRIC COMPANY 245 MARKET STREET, N4Q SAN FRANCISCO, CA 94105 CARA GOLDENBERG DIAN GRUENEICH CONSULTING, LLC 201 MISSION STREET, SUITE 1200 SAN FRANCISCO, CA 94105 MARY ANDERSON PACIFIC GAS & ELECTRIC COMPANY 245 MARKET STREET, N4Q http://www.cpuc.ca.gov/service_lists/R1311005_81279.htm 6/1/2015 Page 8 of 11 SAN FRANCISCO, CA 94105 PRISCILLA JOHNSON PACIFIC GAS & ELECTRIC COMPANY 245 MARKET STREET, N4Q SAN FRANCISCO, CA 94105 SANDY LAWRIE PACIFIC GAS AND ELECTRIC COMPANY 77 BEALE STREET, MC B9A SAN FRANCISCO, CA 94105 JILL N. JAFFE NOSSAMAN LLP 50 CALIFORNIA STREET, 34TH FLOOR SAN FRNACISCO, CA 94111 MARTIN MATTES NOSSAMAN LLP 50 CALIFORNIA STREET, STE. 3400 SAN FRANCISCO, CA 94111-4799 ALEJANDRA MEJIA FUTURE ENERGY ENTERPRISES-CAL.TECH. FORM 2298 FULTON STRET SAN FRANCISCO, CA 94117 MEGAN M. MYERS LAW OFFICES OF SARA STECK MYERS 122 - 28TH AVENUE SAN FRANCISCO, CA 94121 JULIA LIBERZON PACIFIC GAS AND ELECTRIC COMPANY PO BOX 770000, MC B9A SAN FRANCISCO, CA 94177 DORAN MEAGHAN MCE CLEAN ENERGY 781 LINCOLN AVE., STE. 320 SAN RAFAEL, CA 94553 FLOYD KENEIPP TIERRA RESOURCE CONSULTANTS, INC. 1200 MT. DIABLO BLVD., STE. 208 WALNUT CREEK, CA 94596 ALLAN ROBLES LUCID 304 12TH STREET, SUITE 3C OAKLAND, CA 94607 CARMEN HENRIKSON ASSOCIATE V.P., STRATEGY TRC SOLUTIONS 436 14TH STREET, SUITE 1020 OAKLAND, CA 94612 HANNAH ARNOLD OPINION DYNAMICS 1999 HARRISON ST., STE. 1420 OAKLAND, CA 94612 JENNIFER MITCHELL-JACKSON PARTNER OPINION DYNAMICS 1999 HARRISON ST., STE. 1420 OAKLAND, CA 94612 SAN FRANCISCO, CA 94105 RACHEL SACKMAN STRATEGIC ANALYST PACIFIC GAS & ELECTRIC COMPANY 245 MARKET STREET, NQ4 SAN FRANCISCO, CA 94105 SAMUEL GOLDING PRESIDENT COMMUNITY CHOICE PARTNERS, INC. 58 MIRABEL AVENUE SAN FRANCISCO, CA 94110 SAMUEL P. KRASNOW V.P. - REGULATORY AFFAIRS FIRSTFUEL SOFTWARE, INC. 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