San Diego Gas & Electric Energy Efficiency Portfolio Local ...eestats.cpuc.ca.gov/EEGA2010Files/SDGE/OtherQuarterlyReport/SDGE... · 28.02.2017 · San Diego Gas & Electric Energy

San Diego Gas & Electric Energy Efficiency Portfolio

Local Government Partnerships Quarterly Report

Quarter 4, 2016

February 28, 2017

2016 Energy Efficiency Portfolio Local Government Partnerships Fourth Quarter Report

San Diego Gas & Electric 2 Fourth Quarter 2016

Narrative Index:

Program ID

3272- City of Chula Vista

3273- City of San Diego

3274- County of San Diego

3275- Port of San Diego

3276- SANDAG

3277- SEEC (LGC)

3277- SEEC (SLGEEBPC)

3278- Emerging Cities

Appendix 1: San Diego Regional Energy Partnership



Program Name: City of Chula Vista Local Government Partnership Program Number: SDGE3272 Quarter: 4th Quarter 2016

1. Program description

The Chula Vista Local Government Partnership is a joint partnership between the City and SDG&E, among other local governments, aimed at reducing carbon emissions in the region. The partnership’s goal is to create innovative approaches to improving community and municipal energy efficiency by integrating and leveraging the resources of multiple, diverse City departments. The program components build off past partnership programing and include municipal facility efficiency improvements, strengthened building energy codes and inspections, energy-saving development planning and design, and community-based energy conservation education and facility evaluations. The program serves City of Chula Vista residents and businesses, estimated at 257,000 and 13,000 respectively, while also lending support to neighboring South Bay cities’ energy efficiency efforts.

2. Administrative activities

• Presented to City Council on October 11 about the City winning the Platinum Beacon Spotlight Award and future actions we plan to take.

• Included article about converting holiday and home lighting to LED in Republic mailer that was sent to all single family homes.

• Presented about the City’s Cool Roof policy at national webinar sponsored by the Kresge Foundation with more than 100 attendees

• November 8th, 2016 City Council update on City Operations Sustainability Plan • November 16th to the 19th, 2016 presented on City Operations Sustainability Plan

at the League of Cities Conference in Pittsburg.

3. Marketing activities

• Numerous advertisements and articles were submitted and published in the Star News, Our Hometown Magazine, City Community Connections newsletter, and the CLEAN Twitter/Facebook accounts to publicize energy efficiency tips and programs.

• The Partnership’s energy efficiency programs were promoted through participation in the following community events listed below. City staff engaged 405 people in the fourth quarter as part of these events (this is a quarterly number for only the events listed below, not cumulative for 2016):

CV Employee Fair – October 27 Rain Barrel @ Rice Canyon – December 3 Otay Ranch Farmers Market – October 4 Third Avenue Farmers Market – October 6



Otay Ranch Farmers Market – November 8 Third Avenue Farmers Market – November 10 Otay Ranch Farmers Market – December 6 Third Avenue Farmers Market – December 8

4. Direct implementation activities

MUNICIPAL ENERGY MANAGEMENT • In an effort to increase the energy efficiency of municipal buildings, City staff

held 9 trainings for approximately 10 staff on LEED EBOM certification. As a result, staff is beginning the process to certify City Hall’s Building A.

• The City worked with the U. S. Department of Energy’s (USDOE) Better Building program to create an implementation guide focusing on our City Operations Sustainability Plan, which was featured on their website: http://betterbuildingssolutioncenter.energy.gov/implementation-models/sustainable-operations-plan.

• As a result of implementing our Sustainability Plan, the City has reduced energy usage of all buildings by 29% compared to the 2010 baseline.

• The City is upgrading all City facilities with energy-saving LED lights and once the project is completed, the expected annual saving in kWh is over one million kWh.

• The City of Chula Vista continues to participate in regular coordination calls for the USDOE Better Buildings Data Accelerator Initiative (in partnership with SDG&E) to address whole-building energy benchmarking challenges.

• The City of Chula Vista is looking to the future and will be working to achieve ZNE at as many sites as possible also by including battery storage and small scale wind as pilot projects.

COMMUNITY ENERGY CONSERVATION & UPGRADE OUTREACH • Since the beginning of the 2016 program cycle, City staff completed 624 business

energy evaluations through Free Resource & Energy Business Evaluation (FREBE) to promote energy and water saving opportunities and SDG&E incentive programs.

• Since the beginning of the program cycle, 305 referrals from the FREBE program were generated for SDG&E’s direct install program. As a result, local businesses could receive no-cost HVAC maintenance and lighting improvements, generating direct energy savings.

• The FREBE program also created over 368 additional referrals for participating businesses to SDG&E rebate and incentive programs for deeper energy retrofits.

• Based on post-evaluation surveys, approximately 94% (up to Q3) of responding businesses reported that they implemented at least one of the energy-saving recommendations from their FREBE report.

• Since the beginning of the 2016 program cycle, 14 new businesses have been recruited into the CLEAN Business Program through ongoing outreach efforts with the Chula Vista Chamber of Commerce and 55 businesses have participated in events such as the kickoff breakfast and informational workshops.

http://betterbuildingssolutioncenter.energy.gov/implementation-models/sustainable-operations-plan

http://betterbuildingssolutioncenter.energy.gov/implementation-models/sustainable-operations-plan



• 1 new Chula Vista Clean business has completed a REV sustainability circle. • 75 businesses have renewed their CLEAN Business nomination with a new

evaluation conducted by City staff. • Since the beginning of the 2016 program cycle, City staff completed 75

residential energy evaluations (through the Home Upgrade, Carbon Downgrade or HUCD program) to promote energy and water saving opportunities and SDG&E incentive programs.

• As a result of the HUCD program, 47 direct referrals were generated for SDG&E third-party residential energy efficiency programs.

• Based on 2016 post-evaluation surveys, close to 96% of participating homeowners reported that they implemented at least one of the energy-saving recommendations from their HUCD check-up.

• Since the start of 2016, Property Assessed Clean Energy (PACE) financing has been used to provide nearly 19.5 million dollars’ worth of financing for energy efficiency, renewable energy, or water efficiency improvements and we have begun to evaluate updating our City’s PACE program guidelines.

• Promoted SDG&E Lighting Fair at Chula Vista Employee Fair on October 27, 2016 and were able to support 1,025 bulbs being sold with a total savings of 57,099 kWh.

• Promoted a Multi-Family LEED certified housing project’s participation in the USGBC’s Green Homes Tour

• Economic Development Staff met with and provided “savings by design” information to architects and building owners during the permitting application process of a multifamily building located at 201 Third Ave.

• At the library we added 39 new books to the energy lounges – this brings the collection size (adult and juvenile combined) to 1388 (always keep in mind that items occasionally are discarded/lost so the collection size may or may not show an increase from month to month that reflects these additions. These items (tools, books, and bulbs) have circulated 10,272 times – a circulation per book rate of 7.5 times which is a very acceptable rate for non-fiction items.

• The LED bulbs have circulated 17 times in total (3 months approximately.) • 11 different energy messages were displayed on the exterior signs at the two

libraries in the last quarter. • Two events were hosted that promoted an energy theme – at the South library, a

visit from Santa Claus promoted energy conservation and children were given a coloring book promoting energy conservation to take away. 65 people attended this event.

• The Civic Center Library participated in the Starlight Parade, using the “Book Bug” vehicle, decorated with LED lights and staff handed out Energy conservation coloring books to 100 children. In all, 165 coloring books went home with children, spreading the conservation message.

• The lounges now have 1,388 items. Lounges are in the adult and children’s areas. • Since the school year had already started, many kids were already attending

Empower Hour. Our numbers have stayed constant with the increase since October.



• As of October 5th, we have relocated to Orange Park on Wednesdays where we have reached over 20 participants each week.

• We have gotten many new participants because of our advertising through Peach Jar, and recent special events.

• Empower Hour has also reached out to many schools around all parks, and we have promoted the energy efficiency program by meeting with principals and attending PTA meetings.

Special Events: • 1 Movie Night

o Chula Vista Golf course: October 28, 2016 (50 people) o Reaching 50 residents total o At all of our movie nights, the staff had energy efficient crafts and

activities prepared for the participants. We also distributed our flyers and magnets with our schedule and information on them. Our activities consisted of our version of sharks and minnows, “recyclables and non-recyclables” along with all our equipment available for the kids to play with. Our craft revolved around Halloween, and the kids made a jack-o-lantern out of construction paper, and used a LED light to help light their room without using electricity. Along with our craft and activities, we played the SDGE commercial and promoted the program before the start of the movie.

• 1 Special Event o Veteran’s Elementary School Veteran’s Day Parade: November 4, 2016

(350 people) o Reaching 350 residents total o At this event, two Empower Hour staff drove the Rec-n-Roll truck in the

Veteran’s Day Parade at Veteran’s Elementary School (Monday’s site). It was a lot of fun seeing many of the kids who join us on Monday’s during our normal Empower hour hours and schedule.

SUSTAINABLE COMMUNITIES • In partnership with the Center for Sustainable Energy, Chula Vista held 3

trainings (2 for staff and 1 for the community) during the fourth quarter of 2016 for City Staff and developers/contractors on a range of topics including common Energy Code, permits, and Zero Net Energy.

• City energy staff also assisted development staff with 30 one-on-one meetings to help staff and developers better understand the energy code and provided three in-field secondary inspections.

• The City continues to work with SDG&E on their “to-code” compliance incentive pilot program, which aims to promote building permit applications for residential HVAC retrofit projects in the community.



• As part of the new “Healthy Chula Vista Initiative”, the City continues to evaluate new opportunities to integrate energy efficiency into the Chula Vista General Plan and highlighting its nexus with community health and wellbeing.

REGIONAL COLLABORATIONS • Through the South Bay Energy Action Collaborative (SoBEAC), City staff

continued its support in assisting National City’s mandatory energy evaluations program by conducting 420 evaluations and providing 153 direct referrals to SDG&E energy efficiency programs.

• December 7th – hosted quarterly meeting with SoBEAC Cities. • The City continues to serve on the San Diego Regional Energy Partnership

(SDREP) and support its efforts to provide Climate Action Plan implementation support, foster Energy Upgrade California market transformation, and facilitate municipal retrofits.

• The City continues to serve as a Steering Committee member of the San Diego Regional Climate Collaborative, which fosters sharing best practices and leveraging resources among public agencies for climate action planning in the region.

• A more detailed SDREP and Climate Collaborative report from all SDREP jurisdictions was included at the end of all SDG&E LGP reports in an effort to not duplicate reporting.

5. Program performance/program status (describe)

Program is on target Program is exceeding expectations Program is falling short of expectations

6. Program achievements (non-resource programs only):

None

7. Changes in program emphasis, if any, from previous quarter (new program

elements, less or more emphasis on a particular delivery strategy, program elements discontinued, measure discontinued, budget changes, etc.). None

8. Discussion of near-term plans for program over the coming months (e.g., marketing and outreach efforts that are expected to significantly increase program participation, etc.)

• In 2017, City staff will be taking a Climate Action Plan update to City Council.

This update will contain a number of energy focused policies.



9. Changes to staffing and staff responsibilities, if any None

10. Changes to contracts, if any None

11. Changes to contractors and contractor responsibilities, if any

None

12. Number of customer complaints received Zero

13. Revisions to program theory and logic model, if any

None



Program Name: City of San Diego Partnership Program Number: SDG&E 3274

Quarter: Fourth Quarter 10/01/2016-12/31/2016 1. Program description: City of San Diego Local Government Partnership

The Local Government Partnership (LGP) is a catalyst for increasing energy efficiency in City operations and in the community. Since this is a non-resource program, savings resulting from the City’s LGP activities are captured in other programs offered under San Diego Gas and Electric (SDG&E).

2. Administrative Activities: A. SDG&E-City Partnership and LGP meetings:

i LGP-All City Department quarterly meeting occurred: November 16, 2016

3. Marketing Activities:

A. In the process of contacting local businesses for GBN compliance.

4. Direct Implementation Activities: Energy Efficiency Improvements in Municipal Facilities and Operations

A. Adaptive Control “Meter” rate: SDG&E approved City “meter” and testing is completed for metered/billing requirements with SDG&E. SDG&E advice letter was filed November 10, 2014 with the CPUC. The final report from CLTC was submitted. CPUC reached out to initiate approval of the “interim” metered rate for streetlights in October. All fixtures have been submitted to SDG&E for implementation into the “pilot” rate.

B. Rebates and rate adjustments have been submitted to SDG&E for LED adaptive control Post Top Pedestrian Project. Rebate checks have been received. Streetlight data reconciliation files sent to SDG&E in June 2014 and again in October 2016 and again in January of 2017. Rate adjustments for 3,700 fixtures have been re-submitted during the period for bill credits. Still awaiting follow up from SDG&E.

C. OBF applications for municipal facilities submitted to SDG&E for approval and review multiple times over an 18 month period. Awaiting SDG&E approval of applications and rebate program availability.

D. The City continues to work on HVAC retrofit projects with the Facilities Department to install new HVAC units at facilities not associated with an energy audit. Other projects remain in queue for EE installations. Additional rebate applications have been submitted to SDG&E for Balboa Park lighting upgrades. The City is still awaiting rebates from SDG&E.

E. DOE Better Building Challenge - City submitted Street Lighting Accelerator Model for showcase project (post-top adaptive controls). City has shared and confirmed 6.03-million sq. ft. of energy tracking commitments (with specific building inventory of approximately 214 applicable facilities) vs. prior 8-



million sq. ft. estimate. Baseline 2012. City updated the portfolio currently to include full year 2014 information. Staff is currently re-evaluating and updating current uploads in portfolio manager data. Working through challenges with the elimination of the Energy Waves system for billing and energy usage in the system.

F. The LEED Existing Building Operations & Maintenance (EBOM) training continued at the Environmental Services Department’s Ridgehaven building. Work to document the prerequisites and the credits necessary to achieve LEED certification has continued. After further review of the credit status, it was determined that Gold level certification would be pursued at this time with the intention of achieving Platinum at the next recertification. New Energy Star Rating has been updated for the building. City is currently within the reporting period and has applied for LEED EBOM review for the Ridgehaven building.

G. City staff Representation and presentation and the International Smart Cities Congress representing the City and providing updates on Citywide Adaptive Control Streetlighting Program and meter rate policy progress.

H. City staff participation and presentation at the Light Savers Conference providing updates on Citywide Adaptive Control Streetlighting Program, standards and best practices and meter rate policy progress

I. City staff participated and received training and certification for the Certified Energy Managers certification program organized by SDG&E.

J. Training staff: City staff and contracted consultant, trained 50 staff within Public Works and Development Services on implementation and updated standards and best practices on Citywide adaptive control LED outdoor lighting standards.

K. Project implementation: PS64 energy Audit with WISE, rate analysis for 10 Muni Pump Station, lighting rebates for MOC parking lots and Otay Water Treatment Facility outdoor parking.

Zero Net Energy Milestones through Codes and Standards A. Development Services Department staff and consultant have implemented a

Code Coach program similar to the City of Chula Vista for potential energy and green building code compliance.

Community Education and Outreach Community Education, Outreach, and Sustainability Support

A. Green Business i. Green Business Network (GBN) - There were 4 site visits performed.

As of the 4th quarter, the City contracted with a consultant to assist with rebranding our Green Business Network Program. Green Business Network workshop was scheduled for 6/13/16 but was postponed.

ii. Consultant developed several new collateral items for promoting the Green Business Network, including a new PowerPoint presentation and script, design for a new portable pop-up banner, a members’ marketing



toolkit and updated website copy that includes a sortable table of members.

B. Environmental Services Showroom educational center at Ridgehaven i. Consultant continues work on display copy and materials that will inform

the public of past, current and future energy efficiency initiatives spearheaded by the Environmental Services Department. These displays were originally intended for the showroom at Ridgehaven, but as this space may be seconded for other purposes, the displays are being adapted to a foyer in the City Administration Building instead.

5. Program performance/program status:


6. Changes in program emphasis, if any, from previous quarter (new program

elements, less or more emphasis on a particular delivery strategy, program elements discontinued, measure discontinued, budget changes, etc.):

Additional funding through OBF for large scale municipal building energy retrofits and citywide large scale street lighting. Additional CDBG funding being explored for building retrofits in various areas of concern citywide.

7. Discussion of near-term plans for program over the coming months (e.g., marketing and outreach efforts that are expected to significantly increase program participation, etc.):

With the cancellation of the Green PSF contract and loss of the Sales Force platform, the City needs to determine how to move forward with a tracking platform. The City is restructuring of the GBN to make it a permanent program with minimum requirements before aggressively expanding outreach to other areas of the City. City has conducted initial outreach with medium and large businesses that have signed up with the REV Sustainability Circle program. USGBC and (W)right On Communications initiated to satisfy Green Business program support, marketing, and expansion and redesign of City of San Diego Environmental Services Showroom educational center.

8. Changes to staffing and staff responsibilities, if any: Staff vacancies have been filled.

9. Changes to contracts, if any:

Additional consultant contract added this quarter. Contracts in process for (W)right On Communications and USGBC. For LGP related support.



10. Changes to contractors and contractor responsibilities, if any: No changes.

11. Number of customer complaints received: None.

12. Revisions to program theory and logic model: Additional Department support throughout the City under the grant.



Program Name: County of San Diego Partnership

Program Number: SDGE #3274

Quarter: 4th Quarter 2016

Program Description The Partnership is being offered by San Diego Gas & Electric Company (SDG&E) and the County of San Diego (County). The Partnership is a savings and education program designed to deliver net energy savings, peak demand savings and sustained efficiency through the implementation of both internal and external energy efficiency education and outreach programs, community-based energy efficiency implementation programs and implementation projects at County facilities. The County is a public agency containing many large-scale departments that fulfill different roles in implementing the goals and objectives of the Partnership. The Partnership will assist the County of San Diego in implementing several of its Operational and Community goals contained within its 2016-2020 Strategic Energy Plan Implementation, including:

Reducing Energy Usage and Costs Reducing Embodied Energy in Potable Water Use Green Buildings and Infrastructure Monitoring and Communication/Education

The three County departments implementing these programs are:

1. Department of Planning & Development Services (PDS) a. 2016-2020 Strategic Plan Implementation - Community

2. Department of Parks and Recreation (DPR) b. 2016-2020 Strategic Plan Implementation - Community

3. Department of General Services (DGS) c. 2016-2020 Strategic Energy Plan Implementation – Operations

Administrative Activities

1) PDS: o Prepared monthly invoices for partnership reimbursement o Attended partnership meetings o Attended Climate Collaborative Steering Committee meetings o Managed SDREP activities o Prepared progress reports o Tracked program activities

2) DPR: o Prepare reports to SDG&E regarding partnership activities



3) DGS: o Engaged in partnership activities and provided scheduled and

unscheduled reports o Tracked consultant task orders & invoices, prepared monthly invoices

for partnership reimbursement o Attended partnership meetings o Tracked program activities

Marketing Activities

1) PDS: o Developed a Request for Task Order Release for the development and

implementation of a marketing and outreach program to promote regional energy efficiency and water conservation resources.

2) DPR: o Movies In The Park Series Conclusion

Halloween weekend 2016 closed out the Department of Parks and Recreation annual Movies in the Park series. As a part of LGP activities, SDG&E appeared as a Gold Series Sponsor. With over 120 events county wide, the free movie series drew in an estimated 40,277 attendees, with just over 32% attending events at a County park. Of these events, the LGP Outreach team tabled at just over 20 events, providing pre-show activities and both DPR and partnership collateral to just over an estimated 5,025 attendees.

o Multi-Lingual Tradeshow Display In alignment with SDG&E’s mission of decreasing the amount of print collateral generated, the Multi-Lingual brochure project was converted into a tradeshow quality display with interchangeable panels for use at outreach events. o Photos of the Display can be viewed here o Caregiver Recognition Event County parks are for everyone. An investment in parks is an investment in public health. In partnership with the County’s Health and Human Services Agency, on Wednesday, November 2nd the LGP Outreach team provided resources to caregivers throughout the county to help increase awareness of DPR and relevant partner program offerings such as Medical Baseline and CARE. o Warrior Hike On Saturday November 12th, DPR celebrated Veterans Day with an unforgettable hike to the top of El Capitan. The LGP Outreach team

https://www.dropbox.com/sh/kl9xf6dzuu5mo7a/AAC13Od5TqXONFjHaaWC9n62a?dl=0



helped prep participants by providing co-branded water bottles to help keep them hydrated along the way. In addition, participants were able to “opt-in” for additional information on DPR and partner program offerings. In addition, the co-branded Multi-Lingual Brochure, “Stay Connected”, received positive responses from patrons and community volunteers alike.

3) DGS: o Marketed training opportunities at the EIC to CoSD Facilities

Operation and Project Management (monthly presentation since August 2015)

Direct Implementation Activities

PDS, DPR, DGS: See Program Achievements (non-resource programs) section.

Program achievements (non-resource programs only):

1) PDS: Be a leader in enforcing energy standards compliance and promoting Zero Net Energy strategies In the 4th Quarter, seven PDS Plans Examiners and Building Inspectors participated in training to improve their knowledge and application of California’s 2016 Building Energy Efficiency Standards. These trainings aid the County of San Diego to effectively enforce California’s Building Energy Efficiency Standards during plan check and field inspections. Trainings improve staff’s ability to provide guidance to customers on energy requirements and best management practices to increase energy efficiency for construction projects. PDS staff participated in the following training events in the 4th Quarter: o “2016 California Residential Standards Overview” administered by the

California Building Officials Training Institute on October 26; o “2016 California Nonresidential Standards Overview” administered by the

California Building Officials Training Institute on November 11; and o “Significant Changes in 2016 California Building Energy Efficiency

Standards” administered by the County of San Diego on December 8. In addition to training courses, staff updated online and print materials to facilitate the enforcement of the 2016 California Building Energy Efficiency Standards which went into effect on January 1, 2017. Also in the 4th Quarter, two PDS staff attended Leadership in Energy and Environmental Design (LEED) training courses to expand understanding of the green building certification program. The courses included: o LEED Green Associate U.S. Green Building Council Workshop hosted at

SDG&E’s Energy Innovation Center on November 10; and



o LEED Green Associate Exam Preparation Training administered by Everblue on November 21.

In addition, one staff member attained the credential for LEED AP Neighborhood Development, demonstrating the knowledge and understanding of green building practices and principles needed to support the use of the LEED green building program.

Be a leader in providing innovative programs for energy efficiency, sustainability and climate change In the 4th Quarter, PDS Staff was engaged in a robust community outreach strategy to incorporate diverse stakeholder input in the development of the County’s Climate Action Plan. These outreach efforts meet the County’s Local Government Partnership objective to work with the community to develop a comprehensive Climate Action Plan that addresses reductions in electricity, natural gas, and water use. PDS staff coordinated the following outreach events in the 4th Quarter: o Environment and Design Council stakeholder meeting on October 5; o Commercial Real Estate Development Association (NAIOP), San

Diego Chapter, Legislative Affairs Committee Meeting on October 6; o Fallbrook Climate Action Team and North County Climate Change

Alliance Workshop on October 19; o Notice of Preparation of an Environmental Impact Report Public

Scoping Meeting on November 3; o County of San Diego Planning Commission Hearing on November 4; o U.S. Green Building Council stakeholder meeting on November 17; o Alliance of Regional Collaboratives for Climate Adaptation

(ARCCA) meeting on December 9, and o San Diego Regional Chamber of Commerce Luncheon on

December 12.

Be a well-known and accessible community resource for strategies to reduce energy and water use o Staff developed a Request for Task Order Release for the

development and implementation of a marketing and outreach program to promote regional energy efficiency and water conservation resources.

2) DPR:

Provide educational programming in DPR facilities o The number of students participating in the Student Education

Program exceeds the target goals with 1,338 participants and over 113 hours of programming.



Increase Community (County) awareness of County programs and energy efforts/ Inform businesses about green practices and SDG&E resources o DPR attended a total of 20 outreach events, outreaching to a total of

5,325 participants where materials and collateral handouts (on OBF, PACE, ESAP, etc.) were distributed with promotional reusable bags.

o DPR attended outreach events in 20 unique zip codes, including 4 events within 4 of DPR’s immediate service areas (91977, 92020, 92040, and 92064) and generated customer referrals from 37 unique zip codes within San Diego County. Figure 1 and Tables 1 & 2 below are designed to help demonstrate market reach of DPR’s Energy Efficiency and Conservation Outreach program.

Figure 1. Quarter 4 Market Outreach Map

Figure 1. Figure 1 above depicts market reach of DPR’s outreach efforts by zip code. Event locations are represented by black pins, while referral concentrations from

event attendees are indicated by shades of blue.



Table 1. Marketing Reach by Zip

Table 1. Table 1 summarizes DPR’s Quarter 4 efforts by comparing and contrasting the zip codes of where events were held/attended to where customer referrals were received

from on-site at the various event locations.



Table 2. Zip Code Categories

Table 2. Table 2 summarizes the total number of unique zip codes reached through event participation and customer referrals. Also noted in Table 2 is the number of zip codes

in which events were attended and customer referrals were also received (common zips).

3) DGS: Reduce energy use intensity in County occupied facilities– o EE projects - Continued interfacing with Project Management to

refine scope of work and begin implementation of EE projects resulting from EAS integrated demand side management reports. The projects currently underway and scheduled to complete in 2017 Q1 include:

· Sheriff’s Headquarters · Spring Valley Fleet shop and storage facilities · Health and Human Services Regional Center Kearny Mesa · Kearny Mesa Assessor’s office · San Marcos Fleet garage · Juvenile Probation and Detention Centers · County Operations Center, Building 19 o Retrocommissioning – Received draft report from Engineering

consultant regarding findings from COC retrocommissioning study. A preliminary list of measures was prepared, and findings were presented. Funding for implementation will be sought and implementation will begin in Q1 and Q2 2017.

o Whole building energy assessments – Modeling reports for 5 facilities received by DGS in Q4. Implementation work will be conducted in Q1 and Q2 2017. Data from submeters will be collected for a year to determine the effectiveness of implementation work. After the year of data is collected and analyzed, it will be plugged into the models to further refine the analyses. Final report has been



received for Ramona Library which shows that there is a possibility to save 40% of annual energy use. The 4 other reports were delivered in Q4 showing energy savings ranging from 14-44%.

o Training and outreach – One employee completed the Certified Energy Manager training course and another attended a LEED Green Associate training.

Reduce energy use associated with potable water consumption at County facilities o Water submeters – Installation of water submeters at top water using

sites is completed. Water usage is being tracked by type (building, cooling tower, irrigation) for those facilities where meters have been installed, including County Operations Center, County Administrative Center, Juvenile Detention Center, Polinsky Children’s Center, Health Services Center, and East Mesa Detention Facility. Trend data is being collected and analyzed for energy savings.

o Advanced Water Saving Technology – Installation completed at 9 sites (EMDF, Kearny Mesa Juvenile Detention and Probation, County Admin Center, County Operations Center, Downtown Central Plant, Edgemoor Skilled Nursing, Health Services Center, South Bay Regional Center, and North County Regional Center).

Promote Zero Net Energy (ZNE) and Green Buildings o ZNE construction – The first County owned ZNE building, Alpine

Library, opened in May; early issues with coordinating controls systems with the networked Building Automation System are being addressed, and tracking of consumption and production will begin in 2017 Q1. The County has registered this project with the Living Building Challenge to track and certify performance over the first 12 to 16 months of operations to verify that it is functioning as a zero net



energy building. Updates and calibration of energy model will be provided in upcoming quarterly reports. A second ZNE library is currently under construction, at Imperial Beach which is scheduled to open in Q1 2017. Two ZNE RFPs were released in the 4th Quarter for the HHSA North County facility and Borrego Springs Library. Contracts for these projects should be awarded in Q1 2017.

o LEED EBOM – ESD will move forward toward LEED EBOM certification of the Ramona Library. A task order was negotiated with the new consultant during Q2 to assist in the data gathering, analysis, performance improvement, and certification of this facility. The consultant gathered all the necessary data and has presented their report. ESD is currently analyzing it to determine what modifications will be made in order to qualify for LEED EBOM Silver or Gold. Establishment period should begin in Q1 2017.

Achieve Monitoring, Communication, and Long-term Planning o BAS – During the third quarter the team worked on completing

integration at North County Regional Center, East Mesa detention complex, Las Colinas Detention and Reentry Facility, and Ramona Library. All sites are more than 90% complete at the end of Q4.

o ZNE planning i. The County’s Long Term Energy Efficiency Portfolio Plan is in

process. Data gathering meetings took place in August. The study is examining the potential of all facilities in the County’s inventory for deep green energy savings and zero net energy to comply with the anticipated 2030 code requirements for energy use reduction in existing facilities.

ii. ESD created an RFP package to guide project managers through the process of assembling project appropriate language for all future solicitations to require ZNE for each new construction project. This tool has been used in 3 RFPs to date, with two more in the pipeline for 2017 Q1 and 2.

o Benchmarking – The County completed a baseline benchmarking effort in 2015 for 181 facilities. This information is being used by the portfolio planning team.

o Demand Response – The commissioning agent developed a strategy for demand response at the County Operations Center and the campus participated in 3 demand response events during September and October.

o Awards – Submitted application for Beacon Spotlight Awards in the following categories: Agency Energy Savings, Agency Natural Gas Savings, Agency GHG Emission Reduction, and Sustainability Best Practices Activities. ESD received platinum level for both Agency GHG Emission Reduction and Sustainability Best Practices.



Changes in program emphasis, if any:

1) PDS: None

2) DPR: None

3) DGS: None Discussion of near-term plans for program over the coming months:

1) PDS: o Train staff on Title 24, Zero Net Energy, LEED and related topics in

energy efficiency in line with Goal #1. o Develop CAP implementation measures in line with Goal #2. o Develop an energy efficiency program in line with Goal #3.

2) DPR: o In a continual effort to maintain social relevancy, teen center program

curriculum will begin implementation of new curriculum as aligned with Next Gen Science Standards (NGSS) in 2017.

o As a part of DPR’s commitment to educating the community, the LGP Outreach team will be attending the Sandberg Elementary Math & Science Night in January 2017 and will present an age appropriate activity on EE and conservation.

3) DGS: o Promote Zero Net Energy certification for new construction at Santa

Ysabel park Visitor Center and Santee Assessor’s office o Work with Project management on new ZNE projects about to go into

design/construction: North County Family Resource Center, and Borrego Springs Library and Park.

o Measurement and Verification will commence for Alpine Library and Imperial Beach Library

o Identify and plan implementation of Energy Modeling recommendations

o Move LEED EBOM certification process at Ramona Library into performance period

o Continue to work on ZPP and plan to complete in Q1 2017. Start phases 2 and 3.

Changes to staffing and staff responsibilities

1) PDS: o None



2) DPR: o The Lakeside Teen Center program site welcomes back Park

Attendant (Part-Time Seasonal) Rachel Martinez, to the Energy Saving Adventures After School program staff team.

3) DGS: o None

Changes to contracts

1) PDS: o No activity this quarter

2) DPR: o No activity this quarter

3) DGS: o No activity this quarter

Changes to contractors and contractor responsibilities

1) PDS: o No activity this quarter

2) DPR: o No activity this quarter

3) DGS: o No activity this quarter

Number of customer complaints received

1) PDS: o No complaints have been received

2) DPR: o No complaints have been received.

3) DGS: o No complaints have been received.



Revisions to program theory and logic model, provided in February 1, 2006 concept paper

1) PDS: o No revisions this quarter

2) DPR: o No revisions this quarter

3) DGS: o No revisions this quarter



Program Name: Port of San Diego Partnership

Program Number: SDGE3275 Quarter: 4th Quarter 2016

1. Partnership description The goal of the 2016-2020 SDG&E – San Diego Unified Port District (Port) Energy Efficiency Partnership (Partnership) is to increase the Green Port Program’s role in the region as an environmental steward, progress achievement of the Port’s Climate Action Plan (CAP) greenhouse gas (GHG) reduction goals, and build on the success of the previous Partnership funding cycle. These goals will be accomplished by maximizing energy efficiency on Port tidelands and providing Port tenants, staff, and the public the necessary tools to make decisions that continue to promote energy efficiency. The Port’s Partnership components include energy efficiency education and outreach to Port employees, implementation of strategies that will contribute to the CAP, education and outreach to businesses within the Port’s jurisdiction through the Green Business Network (Network), and regional initiatives through the San Diego Regional Energy Partnership (SDREP).

Work done through the Partnership is concentrated within the Port’s five member cities: San Diego, Coronado, National City, Chula Vista, and Imperial Beach. These combined efforts aim to reduce energy usage and lower peak energy demands on Port tidelands.

2. Administrative activities Port staff attended the following training sessions, seminars, and conferences on energy efficiency and sustainable building practices:

• Three Planning & Green Port staff members, one Government & Civic Relations staff member and one Board Commissioner attended the California Energy Commission’s Port Energy Collaborative’ s meeting on October 11, 2016 in Oakland.

• One Planning & Green Port staff member attended Zero Net Energy for Commercial Buildings at SDG&E’s Energy Innovation Center on November 2, 2016.

• Two Planning & Green Port staff members attended the Green Connections Conference in San Diego on November 3, 2016.

• One Engineering and Construction staff member attended training with the California Building Officials from November 9-10, 2016. The training included 2016 California electrical code and a nonresidential energy overview.

• Two Planning & Green Port staff member attended Title 24 Training at SDG&E’s Energy Innovation Center on November 16, 2016.

• One Planning & Green Port staff member attended LEED Green Associate Training at SDG&E’s Energy Innovation Center on December 8, 2016.



• Two Planning & Green Port staff members attended Utility Rates 201 Training at SDG&E’s Energy Innovation Center on December 14, 2016.

3. Marketing activities Staff finalized and printed a map showcasing the location of Network member businesses throughout Port tidelands. The map was distributed out to Network businesses in October 2016 to highlight their sustainability efforts to consumers. This map highlights Network members’ successes and encourages consumers to support local, sustainable businesses. In December 2016, Network members were featured in an End of the Year Advertisement Campaign to highlight their continued commitment to embed sustainability into their daily business practices. The banner advertisement ran on the San Diego Union-Tribune home, main news and business pages from December 19-24, 2016. When consumers clicked on the banner advertisement, they were directed to a landing page (online at: http://greenportnetwork.org/2016) summarizing Network members accomplishments for 2016. During this campaign, 700 people clicked on the advertisement to learn more about the Network’s sustainable businesses.

4. Direct implementation activities Program Component 1: Education and Outreach The Port distributed a quarterly memo in October 2016 highlighting energy efficiency related trainings and seminar opportunities to various Port departments, including Engineering and Construction, Real Estate Development, General Services, and Planning and Green Port. The quarterly memos serve as a way to highlight targeted energy efficiency educational opportunities to relevant departments and engage upper management to encourage staff participation in training opportunities. On October 11, 2016 Three Planning & Green Port Staff Members, one Government & Civic Relations staff member, and a Board Commissioner attended the California Energy Commission’s (CEC) Port Energy Collaborative’s meeting in Oakland. The focus of the CEC Port Energy Collaborative is to identify energy efficiency and best management practices throughout the Port sector. The meeting included presentations from Port’s throughout California on energy management programs and viable technological solutions to advance energy efficiency and included a site tour of the Port of Oakland. On November 3, two Planning & Green Port staff members attended the Green Connections Conference in San Diego. The theme for Green Connections 2016 was Innovations Between Nations. The program included Swedish, Finnish and American companies presenting on innovations in four topic areas: Green Buildings, Smart Transportation, Zero Waste & Clean and Renewable Energy. A portion of staff attendance was funded by the Partnership.

Program Component 2: District Operations Energy Management To advance implementation of the CAP, the Port continues to work on the development of the Sustainable Leasing Program. On December 8, 2015, the Board of Port Commissioners approved the Utility Usage Reporting Ordinance (Ordinance No. 2844), which is one component of the Sustainable Leasing Program. This Ordinance requires tenants to report utility usage through the ENERGY STAR® Portfolio Manager® (Portfolio Manager) online tool. Utility usage reporting will then be aggregated by a

http://greenportnetwork.org/2016



third party Data Aggregator for the Port’s use in monitoring progress towards meeting the 2020 GHG emission reduction goals. The use of Portfolio Manager will also facilitate businesses to better track their energy usage and benchmark their facilities in order to decrease energy consumption and increase employee awareness. The Port entered into a Memorandum of Understanding (MOU) (filed on February 1, 2016) with the San Diego Port Tenants Association (SDPTA) regarding the retention of the Data Aggregator in accordance with the Ordinance. The Port provided an update on the Utility Usage Reporting Ordinance to the Board in May 2016, detailing the issuance of the Request for Proposals in April. The contract for Data Aggregation Services was awarded at the June 2016 Board meeting to Edison Energy, LLC from July 1, 2016 through June 30, 2019. Since January 2016, staff has been working closely with the SDPTA, the Center for Sustainable Energy (CSE) and Edison Energy to implement the Ordinance. Outreach during the fourth quarter included:

• Established landing pages on the Port’s website (October 2016) www.portofsandiego.org and the SDPTA website (http://www.sdpta.com/)

• Distributed Electronic Newsletter Notifications o Green Business Network Newsletter to Members which includes a

distribution of 164 contacts with an average open rate of 28%. o SDPTA Newsletters to Membership, which included a distribution of

3,214 messages in total with an average open rate of 36.34% was distributed on October 17, 2016.

o Port’s Marketing and Communications Newsletter (October 5 and again on October 13) to include four distribution lists (Tenants, the Port of San Diego Headlines, Recreation and Community Service, and Port Projects subscription lists) for a total of approximately 5755 email subscribers with an overall average open rate 37.16%.

• 65 individuals representing 47 different businesses attended the Port held training sessions over the course 2016. Three hour sessions were held on October 18-19, 2016.

• Center for Sustainable Energy provided one-on-one support to eight various utility account holders

• With the help of the Marketing and Communication Department, the Port developed an overview brochure on the Ordinance and distributed hard copies between October – December 2016 during in-person site visits

The outreach initiatives, as of December 22, 2016 resulted in the following compliance rates: 11% energy usage, 12% water usage, and 20% connection rate with Edison Energy’s reporting process. A Draft Utility Benchmarking Report for calendar year 2015 was submitted in October 2016. A letter submitted to the Port by Edison Energy on December 22, 2016 indicated a range of technological and outreach issues that are being addressed in coordination with staff and the SDPTA. The Final Utility Usage Aggregated Report for 2016 is expected to be shared in early 2017. Additional time was requested by tenants, staff, Edison Energy and the SDPTA to conduct additional outreach

http://www.portofsandiego.org/

http://www.sdpta.com/



activities and further implement in-person and one-on-one strategies to improve compliance. Port staff continues to work on the Sustainable Leasing Program which, through amendment of various current policies and administrative procedures, would establish the framework for economic incentives for the implementation of above-compliance improvements and demonstrated GHG reductions. New leasing provisions are under consideration to require periodic utility and facility assessments for continuous facility improvements. Based on targeted research, staff has developed a conceptual Incentive Framework that includes:

• Sustainable Technology Advancement Funding – This incentive would provide financial incentives for tenants to upgrade equipment and facility investments.

• Lease Negotiated Incentives – This incentive would encourage bundled projects that entail significant GHG reductions.

• Expedited “Fast Track” Administrative Review – This incentive would provide priority administrative review for selected projects.

Due to recent direction from the Board Commissioners, it is anticipated that components of a Sustainable Leasing Program will be considered by the Board starting in 2017. Port staff from the Energy & Sustainability Team worked with the Engineering department to begin the design phase of the lighting retrofits for an internal building retrofit which is anticipated to be completed in Fall 2017. After the initial interior demolition portion of the project is complete in early 2017, Energy & Sustainability staff will assist with implementing energy efficiency measures into the design phase including LED lights and HVAC equipment. These staff members will also look for rebate opportunities offered by SDG&E to supplement the cost of the project. In November, Port staff partnered with the San Diego Convention Center to conduct an exterior lighting retrofit of the Convention Center’s parking structure. The project retrofitted over 2,500 to LED lighting fixtures with timed sensors. The new lighting system stays at a dim level until movement is sensed in the area, resulting in approximately a 30 percent reduction in monthly electrical consumption. Throughout the quarter, Port staff worked with CSE to upload all of its 130 electrical meters and 100 water maters into Portfolio Manager. Having this data available on Portfolio Manager, will allow staff to better understand the Port’s annual energy and water consumption and will showcase which buildings can be targeted for retrofits and energy efficiency projects.



Program Component 3: Climate Planning The Port continues to identify, assess, and develop strategies that will assist in reaching the CAP goals. The CAP includes targets to reduce GHG emissions throughout the Port tidelands by 10% by the year 2020 and by 25% by 2035 based on emissions from a 2006 baseline year. Key mitigation strategies for the CAP include energy efficiency measures on Port tidelands, which account for approximately 20% of the anticipated GHG emissions reductions to be achieved by 2020. The Port continues to encourage tenants to conduct energy efficiency upgrades and retrofits, while simultaneously upgrading Port owned facilities. Program Component 4: Green Business Network The Network has grown to 87 participating tenant members. The Network provides tools and resources to help members reduce energy usage and promote sustainable business practices. Support to Network members includes conducting energy audits, participation in quarterly training sessions, networking activities for businesses, marketing videos promoting businesses that have implemented energy efficiency and sustainable initiatives, and educational resources. Since 2010, Network businesses have collectively saved an estimated 11 million kWh and 300,000 therms, the equivalent of removing 1,900 cars from the road for one year. In November 2016, Network staff held the fourth quarter educational workshop: a facility tour of the San Diego Convention Center. Thirteen members attended the tour, where the Convention Center’s Facility Services Director and Building Superintendent provided a behind the scenes look at their facility. The tour included an overview of their energy efficient HVAC systems, LED lighting retrofits, and upcoming sustainability initiatives. Convention Center staff members were able to share best practices with Network members in attendance including staff from neighboring hotels, shipbuilders and non-profits. Some of the Convention Center’s accomplishments include:

• Heating and Cooling System replacement and upgrades save an estimated 2.7 million kWh annually.

• Energy-management software and energy-efficient lighting saves an estimated 734,000 kWh annually.

• Energy-efficient dishwashers save an estimated 3,000 kWh annually. • The in-house green team is dedicated to encouraging staff to engage in energy

management practices. Each year, Network members are honored by Port staff at an End of the Year Achievement Award Ceremony. On December 7, 2016, seven Network members were recognized with Sustainable Achievement Awards for demonstrating exemplary performance with sustainability initiatives in 2016 and all 87 Network Members received a 2016 membership plaque. Award winners included: the Hilton San Diego Bayfront, USS Midway Museum, Wyndham San Diego Bayside, San Diego Convention Center, Marine Group Boat Works, BAE Systems San Diego Ship Repair, and Living Coast Discovery Center. Winning initiatives ranged from large scale energy efficiency projects to employee environmental engagement campaigns. More information can be found



online at: https://www.portofsandiego.org/environment/4375-port-of-san-diego-honors-its-sustainable-tenants-at-annual-awards-ceremony.html. Port staff launched two Network newsletters this quarter to highlight tenant success stories and energy efficiency programs. The first Network newsletter was launched on October 26, 2016 and included articles on the Port’s inaugural Taste of the Port event, quarterly workshop information, SDG&E business rebates program update, energy efficiency grant opportunities, and SDG&E energy efficiency trainings. This newsletter yielded a 26% open rate. The second newsletter was launched on December 19, 2016 and included articles on the End of the Year Achievement Award Ceremony, Port Tenant Association’s Golf Tournament Outreach Booth, holiday energy efficiency tips, and upcoming energy efficiency trainings with SDG&E and other organizations. This newsletter yielded a 34% open rate. Port staff began working with a web consultant to create a new and improved Member Portal where Network members can more readily access energy audit data, sustainability tips and funding opportunity notifications. The member portal will be finalized in early 2017. Program Component 5: Administration and Program Implementation Port staff members regularly attend Climate Collaborative and SDREP meetings to learn from other local government agencies on energy efficiency and climate action planning best practices. Port staff reviewed invoicing updates, provided an overview of Partnership expense tracking, and prepared reporting updates. Program Component 6: San Diego Regional Energy Partnership Throughout this quarter, the SDREP funded a number of initiatives and services to engage stakeholders and local government agencies to build support for the integration of energy efficiency and sustainable development practices in the San Diego region. Refer to the SDREP Quarterly report for additional details. The Port serves as a Steering Committee member of the Climate Collaborative (www.sdclimatecollaborative.org), a primary initiative for the SDREP. The purpose of the Climate Collaborative is to raise awareness and understanding of the energy efficiency and climate action planning activities taking place in the San Diego region and promote community and decision-maker engagement. The Climate Collaborative includes member cities throughout the region, including the Cities of San Diego and Chula Vista, the County of San Diego, the University of San Diego, the San Diego Foundation, SDG&E, and SANDAG. The Climate Collaborative serves as an umbrella effort around which other regional collaborations are organized. Accomplishments of the Climate Collaborative are outlined in the SDREP Quarterly report, included as an attachment to this report.

http://www.sdclimatecollaborative.org/



5. Program performance/program status Program is on target Program is exceeding expectations Program is falling short of expectations

6. Program achievements (non-resource programs only): Network members saved approximately 2 million kWh and 2,200 therms in 2016. These savings are calculated from members who participated in rebate and incentive programs through SDG&E. Provided that the tenants make up approximately 96% of the energy consumption on the Port tidelands and accounts for approximately 96% of GHG emissions, staff will continue to engage Network members with energy efficiency training, energy audits, Portfolio Manager training, and networking opportunities. The Port, in partnership with the Convention Center, completed an exterior lighting retrofit which will reduce energy consumption by approximately 30% in the Convention Center public parking structure.

Changes in program emphasis, if any: None

7. Discussion of near-term plans for program over the coming months: The Port will continue to engage existing and new Network members by expanding upon its current outreach plan by offering more resources to members including energy efficiency management services to assist Network members with reducing their energy, water, and waste usage. Port staff are currently working on contracts to have energy audits and marketing videos available to Network members in 2017 and are planning the 2017 Kick-off event for next quarter. Port staff will continue to work with the Port’s Engineering Department to design the Port’s Administration Building expansion project. Port staff from the Energy & Sustainability Team will continue to look for energy efficiency rebate and incentive projects to decrease the cost of the project. The Port has scheduled two additional in-person Portfolio Manager training sessions for October to assist tenants with sharing data through Portfolio manager and reporting the date to Edison Energy. Additional outreach measures are planned including, direct hotline; letters; e-blasts; and marketing postings. Port staff is preparing a Board presentation, anticipated in 2017, on a conceptual framework for the Sustainable Leasing Program, which encourages tenant investment in energy efficiency projects and sustainable business practices.

8. Changes to contracts, if any None 9. Changes to contractors and contractor responsibilities, if any



None

Number of customer complaints received None

10. Revisions to program theory and logic model, provided in February 1, 2006 concept paper, if any.

None



-------------------------------------------------Attachments---------------------------------------------------

Component Metric October November December Total

Building/ Facility

Retrofits

# of Buildings Audited 0 # of Buildings Benchmarked in Energy Star Portfolio Manager (our 7 main facilities are updated on Portfolio Manager monthly)

7 7 10- Added public use area meters

10

# of Buildings Retrofitted 1 1 # of Retrofit Projects Completed 1 1 EE Savings Installed – Final Verified, based upon incentive/rebate paid)

1. kWh TBD 2. kW 0 3. Therms 0

Workforce Education &

Training (WE&T)

# of Students Participating/Active in Student Education Program

N/A

# of Energy-Related Books/Tools Circulated (Library) N/A # of Presentations (Library, Student Education Program, etc.)

N/A

# of Trainings Hosted (external) 1 1 2 # of Staff Attended EE Related Trainings at certified industry recognized training programs (i.e., BOC, LEED, CEM, classes at SDG&E’s EIC, etc.)

7

4

5 16

Community Outreach

# of Outreach Events Hosted/Attended 0 0 0 0 i. # of Participants at Event

ii. # of Participants Engaged (e.g.; having a conversation about EE, SDG&E programs, etc.)

100

15

30 145

iii. # of Materials/Collateral Handed Out and Program Collateral Type (i.e., OBF, PACE, ESAP,

10- Rebate



Component Metric October November December Total etc.) Program

# Referrals to SDGE Core Programs (list program as well)

5 5

Marketing Measures: i. # of E-Blasts 2 2 2 6 ii. Social Media Marketing Efforts

1. Twitter- Marine Group Boat Works

1 1

2. EXAMPLE: Facebook Posts 3. Etc… iii. # of E-Newsletters/Articles 1 1 2

iv. # of Press Releases 1 1 v. # of Print Articles 0 vi. TV Marketing 0 vii. Radio Marketing 0

viii. Website Marketing 1 1

Business

# of Businesses Audited/Evaluated 0 # of Business leads generated for SDGE Core Programs (list program as well)

10

i. Training Program 5 5 ii. Rebates & Incentives 5 5

# of Business Outreach Events Attended/Hosted 1 1 i. # of Attendees at Event 25 25 ii. # of Materials/Collateral Handed Out and

Associated Program

0 0

1. Green Business Network materials 15 25 40 2. 3.



Component Metric October November December Total Outreach # of Businesses Participating in LGP Business

Program 87

# of Businesses utilizing finance program i. Total Project Cost ii. Funds leveraged iii. Energy Savings 1. kWh 2. kW 3. Therms

Strategic Planning

Documents

Long Term Planning/Development Documents that have been updated with EE/IDSM components (List document and when updated (i.e., General Plans, Housing Plans, Community Plans, Specific Plans, etc.)

2

Sustainable Leasing Program

Continued development of the Sustainable Leasing Program (anticipated for Board consideration in 2017)

Climate/Energy Documents – such as CAP/CMAP/Energy Plan Finalized, GHG inventory etc.

Port Master Plan Update is in progress

1



Program Name: SANDAG Energy Roadmap Program Program Number: SDGE 3276

Quarter: 4 1. Program description

The Energy Roadmap Program is a collaboration between SANDAG and SDG&E through the local government partnership (LGP) program. The program is designed to assist SANDAG and local jurisdictions in developing and implementing a customized framework (“Energy Roadmap”) for energy saving policies and programs that benefit both local jurisdictions and their constituents. The Program helps 16 of the 19 SANDAG member agencies (local jurisdictions) assess and implement energy efficiency opportunities for facilities, policies, operations, public education, and outreach. Roadmap cities are: Carlsbad, Coronado, Del Mar, El Cajon, Encinitas, Escondido, Imperial Beach, La Mesa, Lemon Grove, National City, Oceanside, Poway, San Marcos, Santee, Solana Beach, and Vista. The Program works collaboratively with the Port of San Diego and the 3 SANDAG member agencies with their own LGPs (Chula Vista, City of San Diego, and County of San Diego).

2. Administrative activities (describe)

• Met monthly with SDG&E regarding San Diego Regional Energy Partnership (SDREP), Emerging Cities Program (ECP) coordination, and sub-regional energy action collaboratives (EACs) to implement City Energy Roadmaps.

• Oversaw SDREP CSE contract amendment and coordination with the other Partners and SDG&E. Facilitated follow-up discussions amongst the 5 SDG&E LGPs on SDREP contract elements, budget, and overall program management.

o Submitted final SOW for the SDREP Green Business task. • Collaborated with SDG&E to respond to information requests from the CPUC’s LGP

Analyst related to the Emerging Cities Program, which is managed in part by SANDAG and supports the Energy Roadmap Program.

o SDG&E and SANDAG met to discuss elements of Emerging Cities Program (10/20/16)

o SDG&E and SANDAG attended a meeting with CPUC Energy Division staff about the Emerging Cities Program (10/24/16)

3. Marketing activities (describe)

• Prepared an illustration of staff survey results from those completed during the Wellness Fair.

• Shared 2 Yammer posts on energy efficiency opportunities at home and programs available via SDG&E’s core programs (11/30/17 and 12/21/17).

• Initiated coordination of GoGreen@SANDAG employee event to be held Q2 2017. • Presentation materials developed for the North Coast EAC (NCEAC) meeting on

10/19/16. Materials shared with SDG&E and the 5 NCEAC Roadmap Cities: Carlsbad, Del Mar, Encinitas, Oceanside, and Solana Beach.



• Developed final logo capturing comments from all Inland Cities Energy Collaborative (InC) Roadmap Cities of Escondido, Poway, San Marcos and Vista. Logo to be presented at the next meeting scheduled for January 2017.

• Participated in the South Bay Energy Action Collaborative (SoBEAC) quarterly meeting on 12/7/16.

• Ongoing collaborative efforts with other LGPs in the San Diego region: o The San Diego Regional Climate Collaborative website is an ongoing project

with the other steering committee members, including the cities of San Diego and Chula Vista, the Port, and the County.

o The San Diego Regional Climate Collaborative monthly e-blast to the distribution list.

• Sent 2 e-blasts to all member agencies, SDG&E, and SANDAG to promote energy code trainings available for municipal staff and contractors (10/6/16 and 11/16/16).

4. Direct implementation activities (describe)

• SANDAG and SDG&E maintain a voluntary energy savings goal for 2016 of 900,000 kWh, which is the energy savings achieved by Roadmap Cities in 2015. This is with the caveat that SANDAG could not offer technical retrofit project support/engineering until the new consultants were selected (contract executed 9/26/16).

o Initiated energy engineering task orders for overall contract administration, data collection and review, and tool development, and Roadmap Implementation for the Cities of San Marcos and Carlsbad.

o Initiated climate planning task orders for Regional Climate Planning Framework development, GHG inventories, and support for the cities of Encinitas and Solana Beach.

• As a Beacon Award Champion, SANDAG continued to reach out to Roadmap Cities to gather interest in participating or preparing award applications.

• Facilitated quarterly NCEAC meeting (10/19/16) and presented on the Green Business Programs throughout the region (Port, Chula Vista, and SDREP), Regional Framework, Emerging Cities, and upcoming meetings of interest or note. Staff discussed the possibility of a NCEAC decal design in conjunction with the business marketing brochure.

• Initiated GHG Emissions Inventories with cities of Imperial Beach, National City, Poway, and Vista.

• In collaboration with the City of Chula Vista, facilitated quarterly South Bay EAC (SoBEAC) meeting (12/7/16) with Roadmap Cities of Coronado, Imperial Beach, and National City. Topics covered include: benchmarking trainings, Beacon Award, Title 24 changes, announcements about other SoBEAC events, and updates on SANDAG energy and climate planning services.

• Held bi-weekly calls with East County Roadmap Cities of Lemon Grove and La Mesa to support their energy and climate planning needs.

• Coordinated with SDG&E to offer community outreach activities to cities through the Emerging Cities Program (ECP). Coordinating with Solana Beach and Encinitas on



community workshops to support climate action plan development. Coordinating with Carlsbad on EE ordinance.

• The SANDAG Regional Energy Working Group (EWG) held 1 monthly meeting (11/10/16) jointly with the Regional Technical Working Group (TWG) that included energy efficiency topics. Attendees included elected officials, local government and public agency staff, SDG&E, Center for Sustainable Energy (CSE), universities, business and environmental groups.

o Regional Framework for Climate Action Planning [Energy Roadmap Program]

o Relevant local and state activities on energy and climate change (legislation, PUC, CEC, ARB, programs, etc.)

• Presented at the SANDAG Regional Planning Committee (RPC) (membership are elected officials) monthly meeting (11/4/16) about the rollout of Energy Roadmap Program services.

• Attended Solana Beach Climate Action Plan Workshop (11/17/16); provided posters and refreshments via Emerging Cities Program.

• Presented at ACCO Conference at the Westin Gaslamp Quarter on 10/19/16 on aligning regional action with State and National Policy.

• Presented at the Watershed Summit at the Del Mar Fairgrounds on 10/25/16 for Nature-Based Solutions to Address Climate Change and Build Regional Resiliency.

• Participated in CA Energy Efficiency Coordinating Committee (CAEECC) meetings and subcommittees; member of Public Sector Subcommittee on behalf of region.

• SDREP Efforts: o Participated in Climate Collaborative Steering Committee meetings (10/11/16

and 11/9/16) and the following subcommittee meetings: SDREP subcommittee meeting (12/1/16).

o Participated in two Climate Collaborative Quarterly Networking Meetings (10/13/16 and 12/6/16).

o Helped facility climate action planning training with the Climate Collaborative (10/4/16).

5. Program performance/program status (describe) Program is on target Program is exceeding expectations Program is falling short of expectations



6. Program achievements (non-resource programs only): • Beacon Award Ceremony was held in Long Beach, CA (10/6/16) where the following

Roadmap cities recognized for their spotlight awards: Del Mar, Encinitas, National City, Oceanside, and Solana Beach.

• Held kickoff meetings for the following climate planning task orders: regional climate planning framework development, regional greenhouse gas emissions inventory, community-wide greenhouse gas emissions inventories for 7 Energy Roadmap cities, and climate action planning assistance for the City of Encinitas.

• Held kickoff meetings for the following energy engineering task orders: overall contract administration, data collection and review, and tool development.

7. Changes in program emphasis, if any, from previous quarter (new program elements,

less or more emphasis on a particular delivery strategy, program elements discontinued, measure discontinued, budget changes, etc.). With the contracts secured for the energy engineering and climate/energy planning support for 2016-2020; task order have started to be issued for city specific efforts for each program component.

8. Discussion of near-term plans for program over the coming months (e.g., marketing

and outreach efforts that are expected to significantly increase program participation, etc.)

Near-term plans for Quarter 1 of 2017 (January 1, 2017 – March 31, 2017) include: • Continue to engage Roadmap Cities in opportunities for Roadmap support through

energy engineering and/or climate planning support. Prepare and execute task orders as needed.

• Continue to coordinate with first 7 cities (Carlsbad, Coronado, Escondido, Oceanside, Poway, San Marcos, and Vista) selected for GHG Emissions Inventory updates with initiation of the following cities to begin Q1 2017: Coronado, Escondido, and San Marcos.

• Hold kickoff meeting for City of Solana Beach's climate action plan development task order.

• Finalize climate planning task orders for the Cities of La Mesa, Lemon Grove, and Vista.

• Prepare for the next NCEAC quarterly meeting with 5 North County Coastal Roadmap cities (Carlsbad, Del Mar, Encinitas, Oceanside, and Solana Beach) and participate in the quarterly SoBEAC meeting when scheduled by City of Chula Vista.

• Prepare for the next two quarterly meetings with 4 North County Inland Roadmap cities (Escondido, Poway, San Marcos and Vista) in January 2017 by presenting the final logo and in April 2017 by securing climate planning consultants for requested presentation and Roadmap services task orders as appropriate.



• Hold regular check-in calls and/or meetings with East County cities of Lemon Grove, La Mesa, El Cajon, and Santee to assist with energy/climate planning needs and prepare for sub-regional EAC launch.

• The GoGreen@SANDAG internal webpage will continue to be updated to reflect past, current, and future activities, as well as a hub for sharing other relevant EE information.

• Internal tracking of SANDAG activities included within the Green Operations Manual will continue and a database will be developed.

• Continue to coordinate with SDG&E to implement local government ECP projects for Roadmap cities.

9. Changes to staffing and staff responsibilities, if any.

One SANDAG staff member is on medical leave from August 5, 2016 – February 15, 2017 and another is on maternity leave from December 9, 2016 – March 17, 2017, returning part time until July 1, 2017. SANDAG Energy Intern promoted to Regional Planner I November 28, 2016.

10. Changes to contracts, if any.

None.

11. Changes to contractors and contractor responsibilities, if any. None.

12. Number of customer complaints received.

None.

13. Revisions to program theory and logic model, if any. None.



SEEC Quarterly Report Organization: Local Government Commission

Program Name SDGE 3277 SEEC Quarter and Year: Q4/2016

1. Program description The Statewide Energy Efficiency Collaborative (SEEC) is an alliance to accelerate action by California cities and counties to reduce greenhouse gas emissions and save energy. The collaborative employs a variety of strategies to catalyze local climate and energy action, including education and tools for climate action planning, venues for peer-to-peer networking and information sharing, technical assistance to implement, track and assess the progress of cities and counties, and support and recognize the progress of cities and counties participating in the Beacon climate action, energy efficiency and sustainability program. The Local Government Commission (LGC) is one of three statewide NGOs administering the SEEC program. LGC organizes the Statewide Energy Efficiency Forum each year to bring nearly 300 local government staff and officials together to learn, share, and strengthen their networks. The forum is focused on providing best practices and concrete guidance to help local governments save energy and reduce greenhouse gas emissions in their communities. LGC also provides direct assistance and implementation support by developing targeted resources, hosting educational webinars, maintaining a calendar of energy- and climate-related events, and working on strategic joint projects with ICLEI, ILG, and the Coordinator to help implement the local government chapter of California’s Long-Term Energy Efficiency Strategic Plan.

2. Administrative activities LGC prepared a report and an invoice for the 3nd quarter of 2016.

3. Marketing activities LGC conducted general marketing for SEEC by keeping the LGC’s SEEC website, as well as the CaliforniaSEEC website, updated with the latest information and resources.

4. Direct implementation activities LGC finalized the first iteration of the Zero Net Energy Hub for Local Governments (ZNE Hub) as part of the SEEC sub-regional demonstration project for San Mateo County, continued developing a weatherization fact sheet and other resources for local governments, supported the development of the State of Local Climate Action Report, and continued developing the structure for a local government leadership and mentorship council.

5. Program performance/program status Program is on target Program is exceeding expectations Program is falling short of expectations




Task 1: Annual Statewide Energy Efficiency Forum: LGC will conduct a Statewide Energy Efficiency Forum for local government elected officials and staff in 2016. The Statewide Energy Efficiency Forum is now recognized as the primary energy conference for California local governments. The forum is designed to encourage local officials and staff to commit to greenhouse gas reductions and improve energy management. The 2016 forum will be extended to take place over 2 days enabling LGC to feature more focused topics, diverse speakers and training opportunities, as well as additional opportunities for peer-to-peer networking, both of which are aligned with the feedback from past forums. LGC will utilize resources such as SEEC surveys and feedback, OPR’s Annual Planning Survey, ICLEI milestone data, and the Energy Efficiency Strategic Plan to help identify topics. LGC will develop the forum agenda, materials and other logistics in coordination with the SEEC partners, the Coordinator, The California Public Utilities Commission Energy Division, The California Energy Commission, The California Air Resources Board, The Governor’s Office of Planning and Research and local advisors. LGC will also work with SEEC Partners and the Coordinator to provide reasonable follow-up support for any identified next steps that will further support the implementation of California’s long-term energy efficiency strategic plan.

• LGC began planning for the 8th Annual Statewide Energy Efficiency Forum, which will be held in Northern California in June.

• SEEC partners provided recommendations for local government representatives to serve on the forum advisory committee, and LGC 14 individuals representing local, regional, and state government agencies to participate in the committee. LGC aimed to maximize diversity, in regards to geography and type of agency, to ensure that many different perspectives and voices are included in the forum planning process.

• LGC held the first advisory committee on December 8, 2016 to discuss successes and opportunities for improvement from the 2016 forum, the optimal format for the 2017 forum, and topics and speakers to features.

Task 2: Direct Assistance and Implementation Support: LGC will provide direct assistance and implementation support for local government climate, energy and sustainability initiatives to support the achievement of greenhouse gas emissions reduction and energy savings through a variety of means including coordinating one-on-one, topical or regional calls; hosting webinars to provide technical training; connecting local government officials and staff with experts in the field and with the resources and tools they need to succeed; assisting local governments in prioritizing and scoping projects and helping connect projects to appropriate funders/funding sources; and identify critical local barriers to achieving long-term climate and energy goals and providing useful assistance.

• LGC continued finalizing a weatherization fact sheet for local governments to better understand the value of weatherization. The fact sheet will include best practices for outreach and cultivating partnerships as well as links to additional resources and relevant IOU programs. Due to the vacancy in the Best Practices Coordinator position, the completion of the fact sheet has been delayed and will be released in Q1 2017.

• LGC finalized the development of the first iteration of the Zero Net Energy Hub for Local Governments as part of the sub-regional demonstration project in San Mateo County. The ZNE Hub aims to bring together existing resources to provide a one-stop-shop for local governments to better understand the policies and best practices of



implementing zero net energy in their communities. LGC also participated in three calls to discuss the ZNE Hub this quarter.

o The ZNE Hub will be a “live resource,” and LGC will continue to upload new resources and case studies in 2017 and beyond. The first update will include various design changes to make the ZNE Hub easier to navigate.

o LGC attended a Zero Net Energy workshop, conducted by New Buildings Institute, on November 16, 2016 in Berkeley to learn about new resources and case studies to include in the ZNE Hub.

Task 3: News and Information Sharing: LGC will work in coordination with SEEC NGO partners, utilities and the Coordinator to gather important news, information, resources and tools that will help local governments stay aware of relevant policy updates and opportunities. With limited staff capacity, local agencies are unable to dedicate the time and resources to stay informed. Through this effort, LGC will reinforce SEEC’s role as the premier information hub for climate, energy and sustainability news and resources.

• LGC maintained the Energy Calendar, a calendar of energy- and climate-related events for local government staff to have an easy way to see what events are taking place. LGC added a total of 46 events on the calendar that took place in this quarter.

Task 4: Collaboration and Communication: LGC will work with ILG, ICLEI and the Coordinator to collectively oversee, provide guidance, and coordinate activities through a variety of means, including a common agenda, a shared operation model, integrated work plans, and a variety of coordination mechanisms including regular e-mail communications, monthly calls and in-person meetings on an as-needed basis.

• LGC participated in 3 conference calls with SEEC NGO partners to collaborate on joint projects and discuss emerging opportunities for SEEC to provide more valuable support to local governments.

• LGC participated in 1 monthly conference call with SEEC NGO and IOU partners.

• LGC organized an in-person meeting for SEEC NGO and IOU partners, which took place on November 7, 2016. The SEEC team reviewed successes, challenges, and lessons learned from 2016, discussed opportunities to raise SEEC’s profile and visibility by focusing on metrics and opportunities in 2017, identified goals and priorities for 2017, and discussed 2017 SEEC Forum planning activities. LGC facilitated and hosted the meeting in Sacramento.

• LGC participated in 9 in-person meetings and conference calls with the Coordinator to exchange information and resources and to coordinate various activities.

Task 5: Program Administration: LGC will maintain complete records of SEEC activities and submit quarterly and annual reports to their IOU Program Manager and participate in quarterly calls to discuss work progress.

• LGC worked on the quarterly report for the third quarter of 2016.

• LGC worked with the Coordinator and SEEC NGO partners to continue drafting a new SEEC brochure, focusing on concretely defining metrics.



• LGC led all recruitment and hiring activities for the Best Practices Coordinator, working closely with SEEC NGO partners in reviewing resumes, interviewing candidates for first and second round interviews, and arriving at a final decision.

Event Log Please log any customer-facing meetings, conferences, webinars, or workshops funded by this contract.

# Date Name Description Location Attendance

1 11/16/17 Zero Net Energy Workshop

Workshop on Zero Net Energy policies, best practices, and case studies.

Berkeley, CA

100+

Publication and Press Log Please log any publications, press releases, newspaper articles produced by or resulting from work under this contract

# Name Description Date Link/File

1 LGC Social Media Posts

LGC Facebook and Twitter Postings about SEEC events and other energy related resources and opportunities

October - December

www.facebook.com/LocalGovernmentCommission twitter.com/LGC_media

2 LGC SEEC Web Page

Website visits to SEEC pages hosted on lgc.org.

October - December

Total number of visits to SEEC Program Pages: 470

Contract-Specific Metrics for Non-Resource Programs Please report on any contract-specific metrics below.

Reporting Quarter

Metric Quarterly Accomplishment

2016 Q4 News and Information Sharing: Maintenance of the Energy Calendar

Added 46 events that took place in the fourth quarter of 2016.

2016 Q4 Collaboration and Coordination: Participation in monthly conference calls and in-person team meetings

6 meetings

7. Changes in program emphasis, if any:

http://www.facebook.com/LocalGovernmentCommission

http://www.facebook.com/LocalGovernmentCommission

https://twitter.com/LGC_media



None

8. Discussion of near-term plans for program over the coming months: Over the coming months, LGC will focus on:

• Finalizing the weatherization best practices fact sheet.

• Planning for the 2017 SEEC Forum.

• Developing a work plan for 2017 activities.

• Onboarding the new Coordinator.

• Organizing and facilitating meeting with SEEC NGO calls and SEEC NGO/IOU calls.

• Developing the 2017 annual participant survey and compiling results to inform 2017 activities.

• Continuing to update and improve the ZNE Hub.

9. Changes to staffing and staff responsibilities, if any With the departure of Jordan Decker, the Statewide Local Government Energy Efficiency Best Practices Coordinator, multiple staff members at the Local Government Commission, including Julia Kim, Kate Meis, Alicia Brown, and Grace Kaufman began supporting the vacant Coordinator position during the third quarter starting September 7, 2016. Cary Garcia Jr. was hired as the new Coordinator and will start on January 3, 2017.

10. Changes to contracts, if any None

11. Changes to contractors and contractor responsibilities, if any None

12. Number of customer complaints received None

13. Revisions to program theory and logic model, provided in Scope of work, if any. None



Statewide LGEEBP Coordinator Quarterly Report Program Name: Statewide Local Government Energy Efficiency Best

Practices Coordinator (Coordinator) Program ID: SDGE 3277 SEEC

Quarter: Q4 2016 1. Program description The CPUC Decision (D.12-11-015) identifies the work of ICLEI, ILG, and LGC as supporting local government Strategic Plan activities. The Coordinator and the three organizations will continue to work closely together in support of their individual scopes of work, and toward the State goal of implementing the Strategic Plan. The Coordinator, in addition to tracking progress toward meeting Strategic Plan goals, will assist in getting local governments, including those not part of utility partnerships, to commit to them. The work of the Coordinator will promote and foster adoption of policies and practices that support the goals in the Strategic Plan, and facilitate any future update of the Strategic Plan.

2. Administrative activities With the Coordinator position being vacant, LGC maintained the Weekly Updates listserv and the EECoordinator.info website. LGC wrote the third quarterly report for the 2016 program cycle for her work (this report), and consolidated it with ICLEI’s, ILG’s and LGC’s reports and developed a combined SEEC report, and provided a quarterly invoice.

3. Marketing activities The Coordinator performed no specific marketing activities this quarter.

4. Direct implementation activities This quarter, LGC developed and sent Weekly Updates, and wrote the CURRENTS newsletter. These activities, and associated metrics, are described below under the following subsections:

I. “Weekly Updates” Email Listserv II. SEEC Cross-Collaborative work III. Local government outreach IV. EECoordinator.info Web Materials V. Original resources development

I. “Weekly Updates” Email Listserv The Coordinator researched, wrote, and sent a “Weekly Updates” energy efficiency and sustainability email to a growing list of now nearly 800 California local government representatives, CPUC staff, IOU staff and other stakeholders. In this quarter, 114 weekly update resources, events, and opportunities were shared with the listserv.

II. SEEC Cross-Collaborative work A) SEEC Forum Planning and Development



N/A B) SEEC State of Climate Action Report The Coordinator supported the development and review of the report, which was released by ICLEI on October 6, 2016. C) SEEC Demonstration Projects LGC assumed the Coordinator’s role in the SEEC Demonstration Project for San Mateo County.

III. Local Government Outreach With the vacancy of the Coordinator position, direct outreach activities were not conducted in this quarter and will resume in Q1 of 2017 with the new Coordinator.

IV. EECoordinator.info Web Materials The Coordinator continues to maintain the EECoordinator.info website, including the addition of 15 posts of Weekly Updates information, useful publications and news, and local government activity. Posts added to the website include weekly updates, alerts to new publications and/or regulatory or legislative developments, and descriptions of best practices local governments are using to further energy efficiency and sustainability efforts in their jurisdictions. Together, these posts are beginning to form a repository of information that can be used by the Coordinator and local governments alike. The addition of tags for time-sensitive items such as “job announcements,” “events,” and “webinars” has allowed the Coordinator to keep those pages of the website up-to-date with minimal effort. EECoordinator.info Web Use In this quarter, 139 cities across California utilized the EECoordinator website. 1,973 people used the website in 2,750 sessions, viewing 4,807 pages.

V. Original resources development The Coordinator worked this quarter on development of original web posts and new pages (see section above), and developed the final issue of CURRENTS for 2016. Articles written for this issue includes:

• Introducing the ZNE Hub for Local Governments (Julia Kim, LGC) • Collective Impact in the Gateway Cities (Steve Sanders, ILG) • Emerging Trends for Local Governments in 2017 (Julia Kim, LGC) • An EPIC Approach to Deploying Advanced Energy Communities (Julia Kim, LGC) • Spotlight on Ventura County Regional Energy Alliance (Karalee Browne, ILG) • On-the-Ground Local Capacity Building Projects (Julia Kim, LGC)



5. Program performance/program status

X Program is on target Program is exceeding expectations Program is falling short of expectations (explain)

6. Program achievements (non-resource programs only)

Event Log Please log any customer-facing meetings, conferences, webinars, or workshops funded by this contract. # Date Name Description Location Attendance

Notes:

Publication and Press Log Please log any publications, press releases, newspaper articles produced by or resulting from the work under this contract. # Name Description Date Link/File

2 EECoordinator.info Website visits this quarter

Oct-Dec 2016

In this quarter, 139 cities across California utilized the EECoordinator website. 1,973 people used the website in 2,750 sessions, viewing 4,807 pages.

3 Coordinator Weekly Updates reproduction by Clean Energy Cluster San Joaquin Valley

Coordinator’s Weekly Updates are reproduced on Clean Energy Cluster website.

Oct-Dec 2016

cleanenergyclustersjv.com

4 Coordinator Weekly Updates reproduction by San Joaquin Valley Clean Energy Organization

Coordinator’s Weekly Updates are reproduced on SJV Clean Energy website.

Oct-Dec 2016

www.sjvcleanenergy.org



Notes:

7. Changes in program emphasis, if any, from previous quarter (new program elements, less or more emphasis on a particular delivery strategy, program elements discontinued, measures discontinued, budget changes) None 8. Discuss near-term plans for program over the coming months (e.g., marketing and outreach efforts that are expected to significantly increase program participation) None 9. Changes to staffing and staff responsibilities, if any Jordan Decker left the Coordinator position on September 7, 2016. LGC staff including Kate Meis, Julia Kim, Alicia Brown, and Grace Kaufman took on as much of the activities of the Coordinator as possible to complete key deliverables. The new Coordinator, Cary Gary Jr., will start on January 3, 2017. 10. Changes to contracts, if any None

11. Changes to contractors and contractor responsibilities, if any n/a

12. Number of customer complaints received None.

13. Revisions to program theory and logic model, if any None.



Program Name: The Emerging Cities Program

Program Number: SDGE 3278 Quarter: 4th Quarter 2016

1. Program description: The Emerging Cities Program (ECP) is part of the Local Government Partnership umbrella and is intended to provide local governments additional resources to support and build capacity in engaging in energy efficiency activities that achieve deep, comprehensive energy savings. ECP collaborates with SANDAG’s Energy Roadmap Program to provide energy assistance to public entities with energy and sustainability projects and community outreach. Additionally, ECP funds activities supporting municipal codes and standards, education and outreach, implementation of Climate Action Plans (CAP) and Energy Action Plans (EAP), GHG reduction plans and other sustainable projects. ECP works directly with city staff in an effort to reach their council, small-to-medium size business owners, and residents. 2. Administrative activities:

• Attended the monthly SANDAG Energy Working Group.

• Met monthly with SANDAG regarding ECP coordination and sub-regional energy action collaboratives (EACs) to implement City Energy Roadmaps.

• Discussions with SANDAG and visioning for ECP Implementation Plan to coincide with Roadmap work and future Green Business Network support through SDREP.

3. Marketing activities

• Sent monthly marketing content to all participating emerging cities. Content includes energy efficiency articles and program updates that cities can place in their local publications, as well as on social media.

• Emailed all past and present ECP participants education opportunities offered at the SDG&E Energy Innovation Center, and elsewhere as appropriate.

• Sponsored informational posters and food for the Solana Beach Climate Action Plan workshop in November. Attendees included residents and businesses from Solana Beach area as well as local officials.

4. Direct implementation activities:

• ECP continued working with SANDAG to ensure current and future ECP participating cities receive technical assistance as well as education and outreach opportunities for their community and city staff.

• Finalized competitive procurement with SANDAG to obtain consultants in two subject areas: energy engineering/project management assistance and climate/energy planning. Work will benefit ECP participants.



• Completed scoping RTO for EE Ordinance work that will take place in Carlsbad. This work will adopt an ordinance which will require residential property owners to conduct and disclose an energy audit at the time of major renovations to ensure that homes and residential developments meet specified low cost energy efficiency measures.

5. Program performance/program status:



• Completed SANDAG RFP – hired contractors for climate related activities and energy engineering.

• New relationships were developed with the Solana Beach and Carlsbad, as well as the outreach departments of Poway, Vista, and Escondido.

7. Changes in program emphasis, if any: None.

8. Discussion of near-term plans for program over the coming months: Near-term plans for Quarter 1 of 2017 (January 1, 2017 – March 30, 2017) include:

• Engage with past and current ECP participants regarding new education and outreach opportunities. Opportunities will be made available for both the community and city staff.

• Participate in the Regional quarterly meetings.

• Participate in the South Bay Energy Action Collaborative (SoBEAC), Inland Cities Collaborative (InC) and North County Energy Action Collaborative (NCEAC) quarterly meetings to discuss future ECP projects.

• Develop EE Ordinance project with Marketing and Outreach components for Carlsbad.

• Continue CAP support for community workshops.

• Development of ECP Implementation Plan with SANDAG.

9. Changes to staffing and staff responsibilities, if any: None.

10. Changes to contracts, if any: None.



11. Changes to contractors and contractor responsibilities, if any: None.

12. Number of customer complaints received: None.

13. Revisions to program theory and logic model, provided in February 1, 2006 concept paper, if any:

None.



Appendix 1:

San Diego Regional Energy Partnership Quarter 4 - 2016 Report

October 1, 2016 - December 31, 2016

GOAL 1: Further develop and support regional Energy Upgrade California (EUC) implementation and the broader existing building retrofit market to facilitate “deep energy retrofits” (both in terms of high energy savings and untapped markets in existing buildings). Objective A) San Diego Regional Energy Partnership (SDREP) will conduct outreach,

coordination, and training with the local real estate community to pursue adoption of a “Green” Multiple Listing Service (MLS) to help capture market value for home energy performance.

LEAD: City of Chula Vista

From 10/1/16 – 12/31/16, SDREP accomplished the following tasks:

• 10/13/16: Workshop with Pacific Southwest Association of Realtors (PSAR) “Selling Homes with Energy Efficient Upgrades”

o 36 attendees o Topics included: value of energy efficient homes, financing products available for

home upgrades, and local effort to green the MLS • Distributed Build It Green Statewide Realtor Survey to San Diego Real Estate contacts • Researched National Association of Realtors (NAR) Green Designation Implementation

Plan for 2017. • Tracked complaint to dissolve Sandicor as local MLS. • Researched DOE Home Energy Score (HES) Implementation Plan. • Revised implementation of scope of work to reflect changes based on the strong potential

of Sandicor no longer being in existence past 2016, and new focus on educating realtors in San Diego.

Objective B) SDREP will provide outreach and education (including technical assistance and guidance, on site at local governments, upon request) to support compliance with AB 802 requirements and evolving State legislation, addressing access to whole building energy use information, Portfolio Manager and ENERGY STAR® certification, and ways to leverage benchmarking data to encourage energy upgrades and savings. Outreach may include recognition for ENERGY STAR commercial and multifamily buildings.

LEAD: City of Chula Vista


• Presented slides and/or information on benchmarking coach services to: o 10/13/16: Solar for Business meeting



o 10/26/16: International Facility Manager Association (IFMA) San Diego Chapter meeting

o 10/04/16: Energy Conversations Workshop #1 Fundamentals o 10/06/16: SD Green Chamber of Commerce Meeting o 10/14/16: Mission Valley Planning Group Community Plan Update Subcommittee o 10/17/16: Balboa Park Sustainability Partners Breakfast

• Provided benchmarking support to Cushman & Wakefield. • Partnered with Energy Upgrade California to run sweepstakes and advertise

Benchmarking Coach program. • Benchmarking Coach website made live. • Provided benchmarking support to National City Chamber of Commerce and St. Columba

Catholic Church. • Attended events for benchmarking coach education and networking:

o 12/13/2016: CBECS 2012 Update to ENERGY STAR Score Webinar o 12/14/2016: SD Green Building Council Winter Social

• Promoted benchmarking coach directly on SDG&E’s website and at their Energy Innovation Center.

Objective C) SDREP will support energy efficiency outreach and education across the San Diego region through community workshops/events and employee-based “home energy coaching”. Outreach may include recognition for ENERGY STAR commercial and multifamily buildings.

LEAD: City of San Diego


• Conducted 5 Home Energy and Water Tune-Up workshops at San Diego State University o 10/19/16: 22 attendees o 11/10/16: 11 attendees o 11/30/16: 8 attendees

• Researched potential 2017 program partners; University of San Diego, San Diego State University Foundation.

• Post-Workshop Tune-Ups Completed: 10 • Followed up with San Diego State University tune-up no-shows and cancellations

(scheduling for 2017) • Total Attendees at workshops for 2016: 112 • Total Home Energy and Water Tune-Ups for 2016: 66

GOAL 2: Further assist local governments and communities in the San Diego region with understanding and implementing climate action strategies, especially related to energy efficiency and energy efficiency aspects of resiliency. Objective A) SDREP will continue to support the Climate Collaborative website and network

to expand jurisdictional participation, energy efficiency program awareness, and



highlight climate strategies that produce direct and indirect energy savings and greenhouse gas reductions. LEAD: Port of San Diego


• Reviewed and refined Climate Collaborative draft energy efficiency strategic goals and objectives for 2017 and discussed at the Steering Committee meeting on October 11, 2016.

• Assisted CSE with contacts and introduction at University of San Diego to solicit interest in the University's participation in the Home Energy and Water Tune Program.

• 10/4/16 Climate Action Planning training workshop held with San Diego Association of Government staff to assist agencies investing in energy efficiency strategies through Climate Action Plans.

o 43 attendees • Developed the Quarter 3 Progress Report for the San Diego Regional Energy Partnership. • Took over SDREP budget tracking from San Diego Association of Governments. • Developed the Quarter 4 Progress and Final 2016 Report for SDREP. • Provided new Chula Vista Staff with introduction to the Climate Collaborative and

leveraging our resources for assisting the City's climate and energy efficiency initiatives. • Provided Oceanside staff with assistance with understanding Climate Action Plan targets and

strategies to reach its energy efficiency and climate goals that other cities have adopted. • Gathered EE news, tools, and resources from Climate Collaborative and SDREP members

and included in the Climate Collaborative’s October, November, and December monthly newsletters.

• Assisted University of San Diego Facilities Director with presentation on USD's energy efficiency successes and strategic goals shared at the Climate Collaborative network meeting on 10/13/2016.

• Worked with USD Student to begin and continue developing the Climate Collaborative 2016 Annual Report on energy efficiency accomplishments through regional partnerships.

• Reviewed and provided edits to the University of Georgetown Climate Center's Publication on Local Examples of Climate Leadership highlighting the Climate Collaborative climate and energy efficiency accomplishments through regional partnerships.

• Organized and hosted the 12/6/16 Climate Collaborative End of Year event to promote energy efficiency achievements and leadership by several Climate Collaborative members including Oceanside and the cities that received the Beacon awards.

o 42 attendees

Objective B) SDREP will leverage existing localized Green Business programs and expand

upon regional Green Business programs, recruit new community partners and businesses, and will facilitate and recognize their energy efficiency and other greenhouse gas emissions reduction efforts.



LEAD: San Diego Association of Governments

• This project was on hold in 2016. SDREP has developed a scope of work for 2017.

Objective C) SDREP will expand the Zero Net Energy (ZNE) webinar series and conduct webinars on policies and technologies, and provide technical support tailored for and incorporating local government staff. Webinars will also be offered to architects, developers, and contractors. SDREP will coordinate with SDG&E® to leverage current outreach efforts, programs, and facilities available through SDG&E. The webinars are intended to expand the reach and audience composition of existing ZNE activities and to aid local governments in their ongoing progress towards ZNE building goals as identified in the Zero Net Energy Roadmap. LEAD: County of San Diego


• Held 3rd ZNE Webinar of 2016: Driving High Performance: Role of Codes & Permitting in Zero Net Energy (11/16/16)

o 56 attendees (municipal staff, nonprofits, state/federal agencies, architects, developers and contractors)

o 77% of respondents said quality of webinar was “good” or “excellent” o 77% of respondents said that after participating in webinar, they felt better

equipped to implement (or advocate for) local ZNE resources and guidance