Coordinating Energy Efficiency (EE) and Demand Response ... · u Western Interstate Energy Board (WIEB) is an organization of 11 western states and three western Canadian provinces,

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


• 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


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


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


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


Why EM&V Coordination

OursenseisthatEM&VcoordinationamongWesternstatespublicagenciescould:

u FacilitateandimprovethequalityofEM&V

u Facilitateinterstate(andintrastate)benchmarking,disclosure,andtrackingofEEandDRprojectsandtheirelectricitysavingsbyimprovingtheconsistencyandqualityofEM&Vprocedures

u Supporttradingofenergyefficiencysavingscreditsifusedforpollutionreductionprogramsorregulations

u ReduceEM&Vdevelopmentandimplementationcosts,thusreducingthecostofEEandDRprogramimplementationandencouragingmoreenergysavings


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


Possible EM&V Products

u StandardEEandDRprojectandprogramreportingformatsforenergy/demandsavingsandotherimpacts/characteristics

u Regionaldatabaseofconsistentvaluesfordeemed(stipulated)energysavingsandeffectiveusefullife(persistencevalues)

u RegionalglossaryofEM&Vdefinitionsandconcepts

u Regional,standardizedefficiencyEM&Vplans(methodologies)

u RegionalEM&Vprofessionalstandards


Suggested First Step: Regional EM&V Clearinghouse

u Focusisonsharingofinformation

q Notnecessarilydevelopingnewproducts,butq Sharingexistinginformation,suchasEM&Vdocuments,proceduralapproachesandexperience(suchascasestudies,bestpractices,andresources)

u CouldbeaspringboardfromwhichinterestedclearinghouseparticipantscouldjointlydevelopproductsorhigherlevelsofcoordinationonEM&Vtopics


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


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


What Are We Defining as the West?

TheU.S.StatesinWIEBorganization

Thereisnoparticularreasonwhytheregioncouldnotbedefineddifferentlyandthusincludeotherstates,e.g.Hawaii


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


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


User/Participant Panel

uDeborahReynolds,WAUTC

uStaceyDonohue,IDPUC

uKamranKhan,AZDEQ

u JohnGoodin,CAISO


EM&V Coordination Examples

u NorthwestRegionalTechnicalForum- TinaJayaweera,NorthwestPowerandConservationCouncilandRegionalTechnicalForum

u Othernationalefforts- SteveSchiller,BerkeleyLab


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

Questions?

Tina [email protected]

Jennifer Light, RTF [email protected]

http://rtf.nwcouncil.org/

6

National EM&V Coordination Examples

Fourexamplespresentedinnextfewslides:

u NortheastandMid-AtlanticEM&VForum

u TheStateandLocalEnergyEfficiencyActionNetwork(SEEAction)

u U.S.DOE’sUniformMethodsProject

u NationalEnergyEfficiencyRegistry(NEER)


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


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


Next Steps


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]


Documents

Coordinating Energy Efficiency (EE) and Demand Response ... · u Western Interstate Energy Board (WIEB) is an organization of 11 western states and three western Canadian provinces,