Coordinating Energy Efficiency (EE) and Demand Response (DR) Evaluation, Measurement and
Verification (EM&V) Among Western State Agencies
Webinar Facilitated By:
Lawrence Berkeley National Laboratory (LBNL) Electricity Markets and Policy Group Western Interstate Energy Board (WIEB)
With Funding From:U.S. Department of Energy's Office of Electricity Delivery and Energy Reliability-
Electricity Policy Technical Assistance Program
Lawrence Berkeley National Laboratory Contract No. DE-AC02-05CH11231.
September 20, 2016
Introduction u LawrenceBerkeleyNationalLab(LBNL)issupportedbytheU.S.Departmentof
Energytoconductnon-classifiedresearch,operatedbytheUniversityofCalifornia.LBNLprovidestechnicalassistancetostates—primarilystateenergyofficesandutilityregulatorycommissions
u WesternInterstateEnergyBoard(WIEB)isanorganizationof11westernstatesandthreewesternCanadianprovinces,whichareassociatemembersoftheBoard.ThepurposeoftheBoardistoprovidetheinstrumentsandframeworkforcooperativestateeffortsto“enhancetheeconomyoftheWestandcontributetothewell-beingoftheregion’speople.”TheBoardseekstoachievethispurposebypromotingenergypolicythatisdevelopedcooperativelyamongmemberstatesandprovincesandwiththefederalgovernment.
DisclaimerThispresentationwaspreparedasanaccountofworksponsoredbytheUnitedStatesGovernment.Whilethispresentationisbelievedto
containcorrectinformation,neithertheUnitedStatesGovernmentnoranyagencythereof,norTheRegentsoftheUniversityofCalifornia,noranyoftheiremployees,makesanywarranty,expressorimplied,orassumesanylegalresponsibilityfortheaccuracy,
completeness,orusefulnessofanyinformation,apparatus,product,orprocessdisclosed,orrepresentsthatitsusewouldnotinfringeprivatelyownedrights.Referencehereintoanyspecificcommercialproduct,process,orservicebyitstradename,trademark,
manufacturer,orotherwise,doesnotnecessarilyconstituteorimplyitsendorsement,recommendation,orfavoringbytheUnitedStatesGovernmentoranyagencythereof,orTheRegentsoftheUniversityofCalifornia.TheviewsandopinionsofauthorsexpressedhereindonotnecessarilystateorreflectthoseoftheUnitedStatesGovernmentoranyagencythereof,orTheRegentsoftheUniversityof
California.ErnestOrlandoLawrenceBerkeleyNationalLaboratoryisanequalopportunityemployer.
1EM&V Coordination Webinar - September 2016
Today’s Webinar
Todaywewillcover:
u IntroductiontoEM&Vcoordinationoptions,whatarethebenefitsandwhyisthisrelevant
u “User/Participant”paneladdressingtheEM&Vgaps/needstheyfaceandbenefits(andquestions)theyanticipatewithregionalEM&Vcoordination
u Regionalcoordinationexamplesinplace:
q NorthwestRegionalTechnicalForumq Othernationalefforts
u Nextsteps,howtoparticipate
u Q&Awithpanelists
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• ThewebinarisbeingrecordedandwillbepostedontheWIEBwebsite.
• Becauseofthelargenumberofparticipants,everyoneisinlistenmodeonly.
• Pleaseusethechatboxtosendusyourquestionsand commentsanytimeduringthewebinar.
Today’s Speakers
u LBNL:SteveSchillerandLisa Schwartz
u StateandRegionalOrganizationRepresentatives:
u DeborahReynolds,WAUTC
u StaceyDonohue,IDPUC
u KamranKhan,AZDEQ
u JohnGoodin,CAISO
u TinaJayaweera,NorthwestPowerandConservationCouncilandRegionalTechnicalForum
u WIEB:AlaineGinocchio
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Background
u In2015WIEBrequestedtechnicalassistanceonexploringpotentialmulti-statecoordinationonDSMEM&V
u LBNLpreparedabrieftitled“CoordinatingDemand-SideEfficiencyEvaluation,MeasurementandVerificationAmongWesternStates:OptionsforDocumentingEnergyandNon-EnergyImpactsforthePowerSector.” Thebriefcanbefoundat:https://emp.lbl.gov/sites/all/files/lbnl-1005776_0.pdf:
u ThebriefcoveredthreeapproachesandseveralproductsforEM&VcoordinationamongstateandregionalagenciesaddressingEE,DRandpollutionprevention
u WefollowedupwithWIEBandWesternstates-- SEOs,PUCsandairqualityregulators
u Therewassignificantinterest,andthuswe'rehostingthiswebinartodaytopresenttheconceptstoabroaderaudienceanddiscusspotentialnextsteps
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EM&V – Quick Introduction
u EM&Vfordemand-sideEEandDRincludesarangeofassessmentstudiesandotheractivitiesaimedatdeterminingtheeffectsofEEandDRenergyefficiencypolicies,portfolios,programs,projectsorindividualmeasures.
u EM&Visbasedontheimportanceofdocumentingresults— i.e.,thingsthataremeasuredtendtoimprove.
u EM&Vcandocumentmetricssuchasefficiencyactivityperformance(i.e.,energyanddemandsavings,avoidedairemissions),changesinenergyefficiencymarkets,andcost-effectiveness.
u WhendefinedbroadlyEM&Vcanalsoincludeestimatingorprojectingimpacts,e.g.,potentialstudies
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What is EE and DR EM&V Coordination
u Fundamentally,EM&Vcoordinationconsistsofeffectiveinteractionsamongpublicagenciesandotherorganizationsconcerningthedocumentationofthepotentialandactualimpactsofenergyefficiencyanddemandresponseactivities
u Publicagenciesthatmightbeinvolvedinsuchcoordinationare:
q StatePUCs,energyofficesandairregulatorsq Localagenciessuchascityandregionalgovernmentswiththeirownefficiencyinitiativesandcommunitydevelopmentoffices- e.g.,fortheCleanPowerPlan’s(CPP)CleanEnergyIncentiveProgram
q Regionalorganizations
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Why EM&V Coordination
OursenseisthatEM&VcoordinationamongWesternstatespublicagenciescould:
u FacilitateandimprovethequalityofEM&V
u Facilitateinterstate(andintrastate)benchmarking,disclosure,andtrackingofEEandDRprojectsandtheirelectricitysavingsbyimprovingtheconsistencyandqualityofEM&Vprocedures
u Supporttradingofenergyefficiencysavingscreditsifusedforpollutionreductionprogramsorregulations
u ReduceEM&Vdevelopmentandimplementationcosts,thusreducingthecostofEEandDRprogramimplementationandencouragingmoreenergysavings
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Identified Coordination Optionsu Informationclearinghouse/exchange– arelativelylowlevelofcoordination
involvingsharingofexistingEM&Vdocuments,proceduralapproachesandexchanginginformationandexperience
u EM&Vproductdevelopment– mutual(voluntary)developmentofspecificEM&Vproductsthatsupportconsistent,cost-effectiveEM&Vimplementation
u RegionalEEandDRtrackingsystemplatform– developmentandimplementationbyinterestedstatesofaregionalentitythatadministersregistryrulesandreportinginfrastructure.OnepossibleoptioncouldinvolveexpansionoftheWesternRenewableEnergyGenerationInformationSystem(WREGIS)forefficiencytracking.Thefundamentalelementofthisinfrastructurewouldbeatrackingsystem(registry)for:
q Supportingcompliancewithstate,regionalorfederalpollutionpreventionprograms
q Disclosureandbenchmarkingofregional,stateand/orlocalEEandDRefforts
8EM&V Coordination Webinar - September 2016
Possible EM&V Products
u StandardEEandDRprojectandprogramreportingformatsforenergy/demandsavingsandotherimpacts/characteristics
u Regionaldatabaseofconsistentvaluesfordeemed(stipulated)energysavingsandeffectiveusefullife(persistencevalues)
u RegionalglossaryofEM&Vdefinitionsandconcepts
u Regional,standardizedefficiencyEM&Vplans(methodologies)
u RegionalEM&Vprofessionalstandards
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Suggested First Step: Regional EM&V Clearinghouse
u Focusisonsharingofinformation
q Notnecessarilydevelopingnewproducts,butq Sharingexistinginformation,suchasEM&Vdocuments,proceduralapproachesandexperience(suchascasestudies,bestpractices,andresources)
u CouldbeaspringboardfromwhichinterestedclearinghouseparticipantscouldjointlydevelopproductsorhigherlevelsofcoordinationonEM&Vtopics
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Examples of Efficiency EM&V Information That Could be Shared in a Clearinghouse
u EM&Vmethodologiesanddeemedsavingsvalues
u Stateevaluationframeworkdocumentsandprotocols
u TechnicalpapersdescribingEM&Vissuesandtechniques
u Examplesofrequestsforproposalsusedtosolicitaccreditedindependentevaluators
u LinkstoregulatoryfilingsandordersonenergyefficiencyEM&V
u ContactinformationforpeopleconductingEM&Vactivities
u GlossaryofEM&Vterms
u CasestudiesandlessonslearnedfromEM&Vactivities
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Possible Formats for Clearinghouse
u Web site with public and password-protected information
u Regular webinars, workshops or conferences for formal presentation of information
u Informal information-sharing and networking among those involved in EM&V implementation, such as listservs and conference calls that connect state and other entity agency staff with each other to provide a venue for discussion of common issues and share experiences and solutions
u Technical assistance network that makes experts available to support agencies
u “Meet-ups” for those wanting to jointly develop EM&V products or other, more involved, EM&V activities
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What Are We Defining as the West?
TheU.S.StatesinWIEBorganization
Thereisnoparticularreasonwhytheregioncouldnotbedefineddifferentlyandthusincludeotherstates,e.g.Hawaii
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Considerations
u Ingeneral,athigherlevelsofcoordination(beyondtheclearinghousemodel)therecanbethesechallenges:
q Potentialforsomelossoflocalorstatecontrolq “Lowestcommondenominator”productsorservicesthatdonotmeettheneedsofsomeoftheparticipatingentities
q Increasedcostsanddelaysthroughcoordinationinefficienciesorfailures
u SpecificallyfortheClearinghouse,possiblechallengesare:
q CostandtimerequiredtoorganizeandmaintaintheClearinghouseq Justlistinginformationisusuallynotsufficientforitsuse.Thereshouldbewaysto findtheright,qualitydocuments,resources,etc.
Whilethesepotentialdisadvantagescanbemitigated,theydorequireattentionsuchasviaadecision-makingstructure
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Next Up In This Webinar
Withthebackgroundsofar,nextupare:
u “User/Participant”paneladdressingtheEM&Vgaps/needstheyfaceandbenefits(andquestions)theyanticipatewithregionalEM&Vcoordination
u RegionalandnationalEM&Vcoordinationexamplesinplace
u Nextsteps,howtoparticipate(withAlaineGinocchioofWIEB)
u Q&Awithpanelists
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User/Participant Panel
uDeborahReynolds,WAUTC
uStaceyDonohue,IDPUC
uKamranKhan,AZDEQ
u JohnGoodin,CAISO
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EM&V Coordination Examples
u NorthwestRegionalTechnicalForum- TinaJayaweera,NorthwestPowerandConservationCouncilandRegionalTechnicalForum
u Othernationalefforts- SteveSchiller,BerkeleyLab
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Regional Collaboration on EM&V: The Northwest’s RTF
Tina JayaweeraNorthwest Power and Conservation Council
2
What is theRegional Technical Forum
§ Regional Technical Forum (RTF)§ Chartered by the Council (at the request of Congress) to help
ensure reliable energy savings estimates§ Members appointed for their technical expertise and
experience (not constituency-based)§ No Regulatory Authority§ Funded by regional utilities and Bonneville
§ Reports to:§ Technically, RTF reports to the Chair of the Council § Pragmatically, RTF reports to BPA, utilities, Energy Trust of
Oregon, & regulators – those that run efficiency programs (We work for “the region”)
3
RTF Role and Goal
§ RTF role depends on a measure’s savings estimation method
§ Goal: Produce savings estimates of “comparable reliability”
§ Designed to ease program delivery & evaluation
• UnitEnergySavings
• StandardProtocol
RTFapprovesthese
• CustomProtocol
• ProgramImpactEvaluation
RTFprovidesguidanceonthese
4
Open
• Findingsusedwidely• Learnfromothers• Transparency
Peer Review
• Manyeyes• Yieldshighquality
EconomyofScale
• Bigsaversheldincommon• Avoidduplication• Seeksynergies
Seeks Value Through
WhoUsesIt?Utilities,ETO,
BPA
• Reduceevaluationcosts
Regulators
• Widereview• Establishstandardsforreliability&methods
Planners
• Providesestimatesforconservationpotentialassessments
Evaluators
• Conveysexpectations
• Describemethods
National EM&V Coordination Examples
Fourexamplespresentedinnextfewslides:
u NortheastandMid-AtlanticEM&VForum
u TheStateandLocalEnergyEfficiencyActionNetwork(SEEAction)
u U.S.DOE’sUniformMethodsProject
u NationalEnergyEfficiencyRegistry(NEER)
19EM&V Coordination Webinar - September 2016
EM&V Forum (Northeast and Mid-Atlantic)u RegionalEvaluation,MeasurementandVerificationForum(EM&VForum)
consistsofninejurisdictionsacrosstheNortheastandmid-Atlanticregions
u Goalistodevelopandsupporttheuseofconsistentsavingsassumptionsandstandardized,transparentguidelinesandtoolstoevaluate,measure,verify,andreporttheenergyanddemandsavings,costs,andavoidedemissionimpactsofenergyefficiency
u GuidedbyaregionallyrepresentativeSteeringCommittee ledbyco-chairsincludingaCommissionerfromastatepublicservicescommission. TheSteeringCommitteeguidesthedevelopmentandadoptionofrevisionstotheForum'soperationalguidelines,projectagendaandfunding
u Exampleprojects/products:EM&Vresourcelibrary,annualmeetings,incrementalcoststudies,persistencestudies,regionalenergyefficiencydatabaseofimpacts,modelEM&Vmethods,standardizedreportingformats
u Initiatedbyresolutionsofregionalenergyregulatoryentitiesandsupportedwithstate,utilityandU.S.DOEfunds
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National Examplesu TheStateandLocalEnergyEfficiencyActionNetwork(SEEAction)-
https://www4.eere.energy.gov/seeaction/
q Offersresources,discussionforums,andtechnicalassistancetostateandlocalentitiesq FacilitatedbyUSEPAandUSDOEq HasanEM&VWorkingGroupthatsupportsinvestmentinenergyefficiencybyworkingtoimprovethecredibilityandtimelinessoftheEM&Vpractice.
u U.S.DOE’sUniformMethodsProject- http://energy.gov/eere/about-us/about-ump
q DevelopingM&Vprotocolsfordeterminingenergysavingsforcommonlyimplementedprogrammeasures.
q Collaboratingwithenergyefficiencyprogramadministrators,andstakeholdersq Hasnationaltechnicalandsteeringcommittees
u NEER- https://www.theclimateregistry.org/thoughtleadership/energy-efficiency/
q SixU.S.states,TheClimateRegistryandNASEOsecuredaDOEawardtodevelopanationalenergyefficiencyregistry(NEER).
q Registrywouldbeintendedtoallowstatestotracktheirowninitiativesaswellasdemonstrateprogresstowardsenergygoalsandpotentialcompliancewithexistingandfuturestateandfederalenvironmentalregulations
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Next Steps
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u Letusknowifyouareinterested- inlearningmore,participatingand/orprovidinginputonfurtherrefiningtheclearinghouseconcept- [email protected]
u ExploratoryGroup
q Informalgroupq Discussandrecommendactivities,structureandformatfortheclearinghouseq Provideinputonfunding/facilitator
u Fundingofacoordinator/facilitator
q Ifthereissufficientinterest,LBNLmaydiscusswithU.S.DOEthepotentialforfundingtocoveratleastinitialsetupandfacilitationoftheclearinghouse
q Initialfacilitator– LBNLFuturefacilitator- TBDu Timing
q ObtainmorestakeholderfeedbackonkeyaspectsoftheclearinghouseconceptduringFall2016/Winter2017
q Iffundingavailable,startclearinghouseduringfirstquarterof2017
EM&V Resources and Discussion Time • FormoreEM&Vinformationsee:
• TechnicalBrief:CoordinatingDemand-SideEfficiencyEvaluation,MeasurementandVerificationAmongWesternStates:OptionsforDocumentingEnergyandNon-EnergyImpactsforthePowerSectorhttps://emp.lbl.gov/sites/all/files/lbnl-1005776_0.pdf
• EM&VWebinars: https://emp.lbl.gov/emv-webinar-series
• Fortechnicalassistancetostateregulatorycommissions,stateenergyoffices,tribesandregionalentities,andotherpublicentitiessee:https://emp.lbl.gov/projects/technical-assistance-states
• Energyefficiencypublicationsandpresentations– financing,performancecontracting,documentingperformance,etc.see:https://emp.lbl.gov/research-areas/energy-efficiency
ContactsformoreinformationortoexpressinterestinparticipatingintheEM&VClearinghouseCollaborative,contact:
• AlaineGinocchio, Attorney/PolicyAnalyst,WesternInterstateEnergyBoard,[email protected]
• SteveSchiller,SeniorAdvisor/Affiliate,BerkeleyLab,[email protected]
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