Technology Resource Innovation Outreach (TRIO) Roundtable...CEC PIER, DoE, SBIR, CARB, SCAQMD ing...

Technology Resource Innovation

Outreach (TRIO) Roundtable November 7, 2012

EEFG, San Francisco, CA

Hosted by Pacific Gas and Electric Company

2

Welcome!

Susan Preston, General Partner

CalCEF Clean Energy Angel Fund

3

Safety Message

In Case of Emergency

4

Agenda

9:00 Welcome and introductions

Utility Programs: The Big Picture

ET Adoption Process

10:40 Networking Break

ET Adoption Process, continued

12:00 pm Networking Lunch

Program Development Primer

Q&A

2:00 Meeting Adjourned

5

Introductions

1. Your name and title/role

2. Company name

3. Brief product / service description

4. Target customers

Utility Programs: The Big Picture

Aaron Panzer, Manager

Emerging Technologies Program

Pacific Gas and Electric Company

7

Energy services to 15 MM people:

• 5.1 MM Electric customer accounts

• 4.3 MM Natural Gas accounts

70,000 square miles with diverse topography

and climate zones

20,000 employees

A regulated investor-owned utility

Ranked the greenest utility in the United States

in 2009 and 2010


8

California’s Progressive Utility

Regulatory Model

Cost Recovery

Shareholders’ Earnings

Decoupling Policy

California’s Investor Owned Utilities have no incentive

to sell more electricity

9

Balancing Competing Priorities

Reliable Service

Reasonable

Cost

Environmental

Sustainability

10

CA Long Term EE Strategic Plan

2020 Goal: EE is “Business as Usual”

Foundation of innovation, integration and

collaboration establishes vision

• All cost-effective, reliable, and

feasible measures

• Integrated systems or whole-building

approach

• Long-term energy savings

• Significant reductions in greenhouse

gas emissions

More information available at www.californiaenergyefficiency.com

11

Emerging Technologies Program

Increase energy efficiency technology supply and

market demand

• Supply: Promote development and deployment of

new and underutilized energy efficiency measures

• Demand: Facilitate adoption

The Emerging Technologies Coordinating Council (ETCC)

is a collaborative forum for information exchange.

12

Technology Resource Incubation

Outreach (TRIO)

• Joint initiative of California’s investor-owned utilities (IOUs):

PG&E, SCE, SoCal Gas, and SDG&E

• Authorized by the California Public Utilities Commission

• Funded through electric and natural gas rates

Engage early-stage entrepreneurs in Energy Efficiency and

Demand Response marketplaces

Support California’s billion dollar rebate and incentive programs

Entrepreneurs benefit from customer incentives, participate as a

third-party implementer, or receive development support

13

What are we looking for?

NEW or UNDERUTILIZED technologies that deliver

INCREMENTAL savings:

• Save energy

• Reduce peak demand

• Create behavior change

Must show:

• Verifiable and sustainable savings

• Commercial availability

• Market barriers addressed

• Scalable to large market

• Align with DSM Program Portfolio and

California Long Term Strategic Plan

14

Utilities achieve energy savings

through “Programs”

All “Measures” implemented through “Programs”

Program Portfolio Includes:

• Energy Efficiency Programs

• Demand Response Programs

Programs Span:

• State-wide or utility-specific

• Upstream (i.e. manufacturer), midstream (e.g. retail or

channel) or down-stream (end user)

• All market segments: consumer, commercial, industrial,

hospitality, agriculture, etc.

• Deemed and customized

15

Measure

Type

Energy

Savings Incentive Examples

Deemed Fixed Fixed

TVs, LED Streetlights,

CFLs, White Goods.

Food Service Technology

Customized

(“Calculated”) Variable Variable

Agricultural Pump, Boiler

Burner

Measure combines Energy Savings with Incentives

16

Market Channels (direct & indirect)

Low Income

3rd Party “3P”

Solution

Partners

Pay for performance

Solution Turn-key

Direct Install

Direct

PG&E’s

Energy Solutions

& Service (ES&S)

Organization

Government

&

Community

Partnerships

Residential SMB Commercial Industrial Agriculture Communities

Retail

Manufacturer

Trade

Alliances

contractors

architects

designers

Distributor

Energy Efficiency, Demand Response, Rates, Education, Information

Pro

gra

ms

C

han

nels

C

usto

mer

Seg

men

ts

PG&E’s 2013-14 Portfolio Structure

17

Statewide Programs

Local Programs

* Low Income EE funding requested in Low Income Filing.

** Third-Party Programs included in market sectors.

Customer

Agricultural Industrial Commercial Residential*

Local and Regional Government Partners

Institutional Government Partners

Third-Party Programs**

Marketing Education and Outreach

Wo

rkfo

rce

Ed

uc

atio

n a

nd

Tra

inin

g

Co

de

s a

nd

Sta

nd

ard

s

Lig

htin

g

Em

erg

ing

Te

ch

no

log

ies

Fin

an

cin

g

Sta

tew

ide

Inte

gra

tion

18

Programs

• Price-responsive

• Reliability

Sample Program Components

• kW load reduction

• Contract period

• Eligibility (e.g. size, meter)

• Firm Service Level

• Curtailment window

• Event trigger

• Notification time

• Incentive payment

• Non-compliance penalties

• Enabling technology

PG&E Demand Response Portfolio

Business Programs

• Aggregator (retail, bilateral)

• Optional Bidding Mandatory Curtailment

• Scheduled Load Reduction

• Base Interruptible

• Demand Bidding Program (DBP)

• Peak Day Pricing

Residential Programs

• SmartAC

• SmartRate

Enabling Technology Programs

• Automated Demand Response

• Permanent Load Shifting

19

Automated Demand Response (ADR)

Program

Helps customers investment in energy management

technologies that enable them to perform Demand

Response (DR). Includes:

• Incentives for DR-enabling technologies based on total

curtailable load;

• Project scoping, screening, auditing, and other technical

services as needed;

• Process management to help customers along each step of

program to successfully receive full incentives.

20

Automated Demand Response (ADR)

Customer Benefits include:

• Increased control and flexibility of their building

operations/processes;

• Lower utility bills through strategic management of their

building operations, hedging against potentially higher peak

demand rate charges

• Incentives can make projects more financially viable since up

to 100% of project costs can be recovered for DR-enabling

technology

• Additional incentives and greener brand through

participation in eligible DR programs

21

From Emerging Technologies

to Measures

Product Managers

Emerging Technologies

Core Products

CPUC / ED TPS

(Technical Product Support)

Product Launch

Product Managers

• Responsible

for identifying:

• market

needs

• technologies

that need

savings

verifications

• product

portfolio

needs

• Recommends

ET projects


• Performs due

diligence to:

• assess

market

adoption

potential

• verify

energy

savings

• identify

impacts

(positive and

negative)

• Identify key

issues of

emerging/un

derutilized

technologies

Core Products

• Receives ET

results and

works with

internal

groups (i.e.

PD&A, TPS,

EM&V) to

make go/no

go decision to

pursue

measure

• Pursues

SPARC*

approval

CPUC / ED

• TPS engages

ED for early

opinion

mechanism to

discuss

proposed

work paper

• ED shares

desired data

points and

concerns

TPS (Technical

Product Support)

• Works with

product

managers to

develop work

papers for

measures

• Works with

ED in iterative

process of

work paper

creation

Product Launch

• Upon work

paper

approval,

product can

be launched

as a deemed

measure and

PG&E can

claim savings

* SPARC (Smart Products And Rewarded Customers): internal PG&E phased gate product development and governance process

22

Roadmap into Utilities Programs

New Technology, Idea, Product, Service or Tool

Idea Review

Screen

ET Assessment

Internal Program & Product Governance

Customized Incentive

Deemed Incentive

3rd Party Programs

Adoption by Programs

23

Technology Stages / Actions

Upstream ET Program

TRIO workshops

Technical review

Lab testing

Identify specifications

Stage 1: Unverified / Unavailable

Concept, Alpha or Beta Product.

Stage 2: Unverified / Available

May be sales, but not part of existing CA utility programs.

Stage 3: Verified / Available

Similar products on market already being sold in the

market.

ET Program

TRIO workshops

Idea Card

ET Assessment (Field/Lab)

Open Forum

Certifications

Existing Programs or 3rd Party Implementers

TRIO Workshops

ET Assessment

3rd Party Programs

Incentives

Customized Program

Solution Codes

Future Codes & Standards

24

ET Program Activities

Scan/Screen to identify new technologies for all customer segments

Assess manufacturer’s claims:

• literature search

• laboratory evaluations

• field studies

Analyze and compile findings and forward recommendations for adoption

www.ETCC-CA.com

http://www.etcc-ca.com/



25

Research Ecosystem

26

Road to Adoption

R&D to Proof of Concept

To Prototype

To Production Prototype

To Certification

& Specs Early Sales

Volume Sales

S A B C EXIT Seed Round Round Round

DoE Demonstration & Project Finance

Visa, Master Card, Amex, home equity loan, friends & family

Seed VC

Early VC Late VC & Private Equity Angels

Banks

Corporate VC

CEC PIER, DoE, SBIR, CARB, SCAQMD

Corporate R&D / Industry Partners Fu

nd

ing

Emerging Technologies (ET) Utility Programs

Codes & Standards

Uti

lity

Pro

gra

ms

Test Centers

TRIO – Technology, Resources, Incubation, Outreach

Tech Assessments

Scale Field Placements

Market & Behavioral Studies

Demonstration Showcases

Technology Development Support

Open Forum

Utility Programs (Utility Idea)

3rd Party Programs (Your Idea)

Incentives & Rebates

On-Bill-Financing

Reach Codes

Fed & State Stand. Codes

27

Road to Adoption


Codes & Standards

Uti

lity

Pro

gra

ms

Test Centers


Tech Assessments





Open Forum




On-Bill-Financing

Reach Codes


SCREEN Assess


Codes & Standards

Uti

lity

Pro

gra

ms

Test Centers


Tech Assessments





Open Forum




On-Bill-Financing

Reach Codes


Transfer

1-3 Months 6-24 Months 6-12 Months

28

Screen • Conduct a detailed review

• Research market & technical potential

• Evaluate rationale of offering technology as an energy-saving “measure”

• Prepare scope and budget for further investigation, if appropriate ____________________________

• Opportunity Summary

• 1 month

Evaluate • Review, score and prioritize ideas

• Approve or reject project and funding at monthly meeting

• Evaluate potential collaboration with IOUs, SMUD, PIER, etc. ____________________________

• Executive Summary

• 1 month

Scan • Company submits technology brief

/ business plan

• Utility scans the market for new or underutilized technologies

• Utility selects commercially viable ideas for additional screening ____________________________

• Idea Proposal Form

• 1 month

Se

lec

t

Plan • Determine data requirements and

equipment tests

• Establish methodology, protocols

• Develop detailed plan ____________________________

• Project Plan

• 1 month

Execute • Establish baseline

• Test new technology

• Install monitoring equipment

• Interpret and analyze data ____________________________

• Tracking Data

• 3-12 months

Resource • Enlist customer(s)

• Select site(s)

• Engage consultant(s) ____________________________

• Project Documents (Customer Agreement, Contract, etc.)

• 4-6 months

As

se

ss

Prepare • Draft report

• Solicit review and feedback

• Revise and prepare final report ____________________________

• ET Project Report

• 2 months

Publish • Publish to ETCC website

• Enter in ETCC database ____________________________

• 1.5 months

Transition • Present summary to utility’s “New

Ideas” committee

• Prepare work paper and cost-effectiveness calculations ____________________________

• 6 months Re

po

rt /

Tra

ns

itio

n

ET Adoption Process

Ahmed Abdullah, ET Manager, SDG&E

Aaron Panzer, ET Manager, PG&E

Paul Delaney, ET Manager, SCE

Bruce Baccei, ET Manager, SMUD

30






• 1 month





• 1 month


/ business plan




• 1 month

Se

lec

t


equipment tests



• Project Plan

• 1 month





• Tracking Data

• 3-12 months


• Select site(s)



• 4-6 months

As

se

ss





• 2 months



• 1.5 months


Ideas” committee


• 6 months Re

po

rt /

Tra

ns

itio

n

Scan, Screen & Evaluate

31

Scan

• Company submits technology brief / business plan



• Idea Proposal Form: www.ETCC-CA.com

• 1 month

32

Scan: Idea Proposal Form

33

Screen

• Conduct a detailed review





• 1 month

34

Screen : Opportunity Summary

Overview

• Background

• Estimated project cost

Project Plan

• Project core idea, description, and methods

• Defined scope and tasks

• Expected results

• Start / end dates

• Status of project

• PIER connection

• Contractors identified

• Host

Technology status

• Technology status/maturity

• Time to market

Market & energy/demand opportunity

• Product features

• Market segments

• Plausible energy and demand impacts for an individual unit or service, compared to alternative technologies

• Estimated energy savings from existing cases studies

Value proposition summary

• Source to develop value proposition

• Assessment of value to California ratepayers

Sustainability / environmental impact

Scoring

• Market size

• Program relevance

• Estimated market penetration

35

Evaluate

• Review, score and prioritize ideas




• 1 month

36

Evaluate: Executive Summary

Refrigeration Heat Reclaim

Summary

The objective of this project is to evaluate heat recovery from refrigeration system for space heating in supermarkets. This project will identify opportunities to capture savings, select optimal configuration that minimizes impact on refrigerant change, and validate therms savings. Successful validation will help introduce technology to retrofit and new construction projects. Targeted at grocery superstores and potentially, industrial sector. Recently added as part of 2013 Title 24 for supermarkets, applicable to new construction.

Key Metrics, Impacts, Strategies

• There are about 1,350 supermarket stores in PG&E’s service territory that could benefit from this technology.

• Average 15,000 therms* savings per store per year, PG&E addressable market 20,250,000 therms.

• Vendor will provide design assistance, recommend sizing, hardware and HVAC integration; participate in calibration, commissioning and testing.

• Safeway will pay all hardware and incremental cost of contractors/vendors.

Request of SPARC Governance Team (Go/No Go)

• Sept 2012 – Dec. 31, 2013, Budget $80K

37






• 1 month





• 1 month


/ business plan




• 1 month

Se

lec

t


equipment tests



• Project Plan

• 1 month





• Tracking Data

• 3-12 months


• Select site(s)



• 4-6 months

As

se

ss





• 2 months



• 1.5 months


Ideas” committee


• 6 months Re

po

rt /

Tra

ns

itio

n

Assess

38

Plan

• Determine data requirements and equipment tests



• Project Plan

• 1 month

39

Plan: Project Plan

40

Resource

• Enlist customer(s)

• Select site(s)



• 4-6 months

41

Resource: Formal Agreements

• Customer Agreement

• Vendor Contracts

42

Execute

• Establish baseline




• Tracking Data

• 3-12 months

43

Execute: Tracking Data

Networking Break

30 Minutes

ET Adoption Process

(continued)

Ahmed Abdullah, ET Manager, SDG&E

Aaron Panzer, ET Manager, PG&E

Paul Delaney, ET Manager, SCE

Bruce Baccei, ET Manager, SMUD

46






• 1 month





• 1 month


/ business plan




• 1 month

Se

lec

t


equipment tests



• Project Plan

• 1 month





• Tracking Data

• 3-12 months


• Select site(s)



• 4-6 months

As

se

ss





• 2 months



• 1.5 months


Ideas” committee


• 6 months Re

po

rt /

Tra

ns

itio

n

Report and Transition

47

Prepare

• Draft report




• 2 months

48

Prepare: ET Project Report

49

Publish

• Publish to ETCC website

• Enter in ETCC database ____________________

• 1.5 months





50

Transition

• Present summary to utility’s “New Ideas” committee


• Program Implementation Plan (PIP), Work Paper, E3, DEER

• 6 months

Networking Lunch

60 Minutes

Program Development

Primer

Steve Blanc, Supervisor

Technical Product Support


53

Utility Product Development

Lifecycle

Define Plan Execute

Ideate Evaluate Develop Validate Launch Sunset

Market Test

Go/No Go

Develop Go/No Go G1

Launch

Go/No Go

G2 G3

Sunset Go/No

Go S

ET

I

New Idea*

Go/No Go

Scan Screen Assess

Emerging Technology* Sunset

*Not all new ideas go through ET, but all ET go

through SPARC

If Idea is successful, it moves to SPARC for G1

Review S

54

From Emerging Technologies

to Measures

Product Managers


Core Products

CPUC / ED TPS

(Technical Product Support)

Product Launch

Product Managers

• Responsible

for identifying:

• market

needs

• technologies

that need

savings

verifications

• product

portfolio

needs

• Recommends

ET projects


• Performs due

diligence to:

• assess

market

adoption

potential

• verify

energy

savings

• identify

impacts

(positive and

negative)

• Identify key

issues of

emerging/un

derutilized

technologies

Core Products

• Receives ET

results and

works with

internal

groups (i.e.

PD&A, TPS,

EM&V) to

make go/no

go decision to

pursue

measure

• Pursues

SPARC*

approval

CPUC / ED

• TPS engages

ED for early

opinion

mechanism to

discuss

proposed

work paper

• ED shares

desired data

points and

concerns

TPS (Technical

Product Support)

• Works with

product

managers to

develop work

papers for

measures

• Works with

ED in iterative

process of

work paper

creation

Product Launch

• Upon work

paper

approval,

product can

be launched

as a deemed

measure and

PG&E can

claim savings

* SPARC (Smart Products And Rewarded Customers): internal PG&E phased gate product development and governance process

55

The Work Paper

Section Content

1 General measure

and baselines

• Description

• Baseline data

• Estimated Useful Life

• Net to Gross

2 Calculation

methods

• Energy Demand & Gas Savings

• Variables: building type/vintage, climate zone (defined at ww.deeresources.com)

3 Load shapes • Base Case and Measure Load Shapes

4 Base case and

measure costs

• Base, Incremental & Full Measure Cost

56

Program Implementation Plan (PIP)

57

E3 Calculator

Californian utilities use the “E3 Calculator” to compute benefits

and all costs, including avoided costs, to satisfaction of the

CPUC.

The E3 Calculator can be found at www.ethree.com/cpuc4.php

Primary societal benefits of EE and DR are "avoided costs" of

building and operating power plants, transmission and

distribution lines, and other facilities.

http://www.ethree.com/cpuc4.php

58

E3 Calculator Concept

Hourly

Avoided

Costs

($/kWh) Hourly

Shape

(kWh/hr)

Hourly

Benefits

($/hr)

X

=

Qtr 1 Qtr 2 Qtr 3 Qtr 4

Avoided generation and T&D cost for

service area. Both energy and capacity

costs.

“Shape” for the new measure for a specific segment and climate

zone

59

DEER

Q&A

Aaron Panzer, PG&E

Ahmed Abdullah, Sempra

Paul Delaney, SCE

Bruce Baccei, SMUD

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