CEIv2 Pilot: Utility Partner Application
Many thanks for your interest in NEEA’s small manufacturer SEM product pilot. For the purpose of this
pilot, NEEA is seeking two utility partners able and willing to support the roll out of the pilot with at least
10-12 end-use customers. To facilitate the selection of the two utility sponsors, please provide us with
your answers to application questions listed in the second part of this document no later than February
17th. Please email your completed form to Sushanah Boston, Pilot Project Manager, at
sboston@neea.org. If you have additional questions or need assistance filling out your application
please feel free to contact Sushanah by email or at 503.688.5453. Thank you!
Pilot Overview
For your reference, following is a brief overview of the pilot as well as the expectations of utility
sponsors.
The primary objectives of the pilot are:
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Document user experience with the e-learning product
Test effectiveness of e-learning product to drive SEM implementation at participant sites
Document the full set of resources and technical support needed in addition to the e-learning
product to successfully implement energy management at small to medium industrial facilities.
Track the implemented and planned energy efficiency projects with or without utility incentives
that result from SEM adoption at participant facilities.
NEEA is currently finalizing the details of the pilot implementation plan. Notwithstanding these details,
the pilot with include the following key elements:
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Participants will access the e-learning curriculum and supporting documents on a website. The
curriculum includes 12 core modules plus 3 support modules to provide context on specific
topics, if needed. The curriculum is separated into plan, do, and check modules.
NEEA will offer technical support to participants on technical topics such as baselines,
monitoring, etc. NEEA is currently finalizing the specific approach for providing these services.
NEEA will train and onboard the technical support providers and collaborate with utility
sponsors to ensure effective communication protocols are established and observed.
NEEA will gather frequent feedback from participants regarding their experience, challenges,
and needs. NEEA will communicate these findings to utility sponsors in an ongoing and timely
manner.
At the end of the pilot, NEEA will collect comprehensive feedback from participants, utility
sponsors, and providers of technical support.
NEEA will develop a pilot report summarizing the pilot, findings, and recommendations for
future changes.
NEEA will share a more detailed outline of the pilot plan with the selected utilities in March. The
timeline of implementation is anticipated to be April 2012 through December 2012. The actual duration
of the pilot may vary depending on how fast end users complete the curriculum. NEEA will look to the
sponsoring utilities to provide the following:
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Recruitment support. NEEA will look to utilities to provide initial target list and contact
information and potentially facilitate recruitment conversations and sign up process for the
pilot. NEEA will provide support providing characteristics of ideal targets, talking points,
informational and sign up materials. If requested by the utility, NEEA will provide
knowledgeable staff to participate in the recruitment process.
Designate a key contact for pilot duration. NEEA’s pilot team will work with the utility
representative to gather ongoing feedback as well as coordinate regarding end user progress
and interactions. After launch, we anticipate the involvement of this person to be 1-3 hrs a
week, possibly more depending on the utility’s preference of interacting with their participant
customers.
1. Name
Title
Utility
Phone
Address (street, city, state, zip)
e-mail
2. Approximately how many small to medium manufacturing customers do you have in your
service territory (of less than 250 employees)?
3. Does your organization currently offer a form of Strategic Energy Management in any of its
programs?
a. If yes, please briefly describe.
b. If no, are you considering implementing SEM in your territory? What are your top three
barriers?
4. Have you had the opportunity to collaborate with NEEA in the past on local or regional
activities?
a. If yes, please briefly describe.
b. If no, describe your interest in local/regional partnership.
5. Is your utility able to support the recruitment of 10-12 small to medium manufacturers by the
end of March 2012 to participate in the pilot?
a. Yes, with some NEEA support
b. Yes but limited resources available. Will need significant support from NEEA.
c. No, but still interested in participating
6. Are you able to designate a key contact for the duration of the pilot?
7. Why are you interested in participating in the pilot?
8. Do you have any other pilots or major organizational programs beginning or in development
during the time frame of April 2012 to December 2012?
a. No
b. If yes, please briefly describe