Rocky Mountain Utility Efficiency Exchange Presented by Utility Exchange.org
Rocky Mountain Utility Efficiency Exchange Presented by Utility Exchange.org

Agenda

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Wednesday, September 27, 2017
7:30 - 9:00am Breakfast Buffet and First-Timers Orientation
Buffet breakfast with opportunity to network. If this is your first time attending the Exchange, look for the specially marked tables at breakfast and join in a brief orientation on how to optimize your experience.
9:00 - 12:00pm Morning Session Co-Chairs:
Ray Pierotti, La Plata Electric Association and Michelle Beaudoin, Xcel Energy
9:00 - 10:15am Roundtable Discussion with Utility and Government Agency Introductions
Brief introduction from a representative from each utility and government agency present on the one topic they would most like to discuss during the roundtable and the one item that they would most like to learn or share during this event (such as new programs being considered or launched, etc.)
10:15 - 10:30am Refreshment Break
10:30 - 12:00pm Roundtable Discussion of Hot Topics
Facilitated discussion of Initiatives Worth Imitating such as topics identified in advance and during the earlier session, including:
  • Midstream Programs
  • Time-of-use and other innovative rates
  • Strategic Load Growth / Beneficial Electrification
12:00 - 2:00pm Lunch Buffet in Meadows Restaurant
Buffet lunch with opportunity to network
2:00 - 5:00pm Afternoon Session Co-Chairs:
Mary Wiener, Holy Cross Energy and Ryland French, City of Aspen Utilities
2:00 - 2:15pm Welcoming Remarks
2:15 - 3:00pm Opening Keynote: Preparing Today for an Integrated Demand Side Management Future
Mark Martinez, Senior Portfolio Manager, Emerging Markets and Technologies, Southern California Edison Mark Martinez, Senior Portfolio Manager, Emerging Markets and Technologies, Southern California Edison
Utilities, government agencies, and energy service providers have traditionally siloed their conservation, energy efficiency, renewable energy, tariffs, and load management program offerings within "cylinders of excellence" for demand side management (DSM) portfolios. Mark has worked as a policy manager, innovator, and evaluator in all of these programs, and believes that putting the needs of the customer first requires dramatic change in the way we will approach future DSM efforts.

Mark is a senior portfolio manager for Southern California Edison, with over 25 years' experience in the design, management, and evaluation of electric demand side management programs. He currently is the policy and portfolio manager for SCE's demand response Emerging Markets and Technology suite of pilots and programs that include load management, storage, water-energy nexus, and integrated distributed energy resources. In this role, Mark works with regulators, market innovators, and state and local agencies to enhance Integrated DSM programs, pilots, software and technologies that can support SCE's future Grid Modernization effort.
3:00 - 3:30pm Redesign Now or Later? That is the Question
Kenny Romero, Colorado Springs Utilities with Kim Spickard, Xcel Energy and Brian Tholl, Fort Collins Utilities, Moderator: Jim Zarske, Nexant
You think your utility program is cutting edge, but it is not receiving the anticipated interest within your customer base. Do you wait until a formal evaluation at the end of the program cycle, or consider a redesign in the middle of the cycle? This panel will discuss their challenges dealing with low program participation. You will learn that sometimes it is not as simple as increasing the rebates or program marketing, especially when the details of the program design are creating unforeseen customer barriers.
3:30 - 3:45pm Refreshment Break
3:45 - 4:15pm Competition: A Catalyst to Enhance Your Programs
Ryland French with Lara Whitley, Community Office for Resource Efficiency (CORE)
Aspen doubled participation in residential energy efficiency programs in 2015-2016 by using its berth in the Georgetown University Energy Prize as a catalyst to enhance program design, outreach, and engagement. While awaiting announcement of competition results and the winner of the $5,000,000 Prize, the City of Aspen, Energy Smart Colorado and Holy Cross Energy carried the momentum into 2017. They launched a regional program to replicate the success of the previous year, and build on it, employing residential energy efficiency as a gateway to other sustainability actions. This will expand on a 2016 RMUEE presentation, with additional local results, and the outcomes of the national Prize, including insightful data, best practices, and final rankings. An integrative regional program is testing the theory that these lessons learned are worth imitating, as well as applying new innovative and imaginative approaches to inspiring action.
4:15 - 4:45pm Leveraging Advanced Metering Infrastructure for Time of Use and Demand Management
Dan Harms, La Plata Electric Association
In this case study, La Plata Electric Association (LPEA) will detail its extremely successful Time of Use program aided by the "from-the-meter" control of 12 MW of Energy Thermal Storage and water heating peak load. Through a unique approach of combining passive Time of Use hours with active load management, LPEA's control strategy is efficient and cost effective. Load profile comparisons from before and after Advanced Metering Infrastructure (AMI) implementation show how AMI has provided a much smoother transition to off-peak periods thereby creating room for program expansion without the risk of setting new peaks. Can the same lessons learned here be applied to Electric Vehicle charging?
4:45 - 5:15pm Expected & Unexpected Benefits of Merging Energy Efficiency and Demand Response Programs
Gerardo Galdamez, Entergy Arkansas, with Keith Canfield, CLEAResult
As consumers integrate more and more devices into the "internet of things" and home energy management systems, we're beginning to see the benefits of merging energy efficiency (EE) and demand response (DR) program delivery. Some of these benefits, like cost effectiveness, are obvious. Others are subtler and are only created when the two program types combine to form a comprehensive, integrated demand side management (IDSM) approach. In this discussion, we'll talk about some of the benefits that make IDSM greater than the sum of its parts. Along the way, we'll present some real-life examples from Entergy Arkansas's experience in developing the synergies of the two programmatic approaches. Using DR enabled smart thermostat interval data has created efficiencies for both DR and EE programs, improving yield for both while further benefiting the consumer and utility through higher customer satisfaction rates.
5:15 - 5:30pm Sponsor Showcase Lightning Round
Lightning-fast round of introductions to companies that offer leading-edge technology and service innovations. Emphasis will be on field applications and utility case studies. Listen closely to capture the quiz question answers to enter to win a valuable prize.
  • Embertec, Janice Boman
5:30 - 7:00pm Networking Reception with Poster Presentations
Poster Session Co-Chairs: Alan Stoinski, Cheyenne Fuel, Light and Power with Tracey Hewson, City of Loveland and Christmas Wharton, Grand Valley Power
  • Changing Demographics: A Research Odyssey
    Ellen B. Steiner, Opinion Dynamics
    This poster will preview the details behind Ellen's closing keynote presentation Changing US Demographics: Designing Utility Program Portfolios for the Future! Researching diverse and vulnerable populations requires unique considerations. While energy evaluation and market researchers have begun to embrace translating research instruments to other languages, we will demonstrate that this is just the tip of the iceberg to successfully drawing insights from these increasingly diverse populations. We will also characterize the challenges of surveying and interviewing elderly populations due to the strong associations between age, cognition, and health status as well as highlight key elements to consider when utilizing more technologically dependent survey methods with elderly populations. The poster will explore the impacts of these changing demographics on ensuring that energy savings and avoided emissions are real.

  • Insights from Colorado Community-Scale Solar Procurement
    Kevin Brehm, Rocky Mountain Institute
    In Spring 2017, RMI's Shine program managed a request for proposals (RFP) for 14 MW solar PV from 11 sites on behalf of six rural electric cooperatives in Eastern Colorado. The cooperative RFP is both an example of how regional cooperation can decrease the cost of solar as well as a resource for communities and utilities considering solar procurement. The RFP was structured to generate data on solar PV costs and the sensitivity of those costs to PPA terms. This presentation will review insights from RMI-managed procurements in Colorado and elsewhere and provide recommendations to communities contemplating solar procurement.

  • Cracking the Commercial PV Conundrum
    Collin Tomb, Boulder County Public Health Partners for a Clean Environment Program
    Smaller commercial photovoltaic projects (under 100kW), unlike their residential counterparts, are relatively rare in our landscape. This is due not only to economies of scale, but also to complexities of building ownership and incentive, structural, metering and permitting issues, and the availability of utility incentives, tax credits, and financing. Undeterred, Boulder County piloted an extended incentive in 2016 to test demand for photovoltaics in this market, and found it to be very strong. Several case studies emerged that combine load reduction and photovoltaics with next-generation financing. Now the County is working with industry experts on creative ways for more property owners and medium-sized businesses to access clean energy and realize a previously untapped revenue stream from roofs and parking lots.

  • The Art of The Persona: How Knowledge About Your Customers Influences Marketing and Program Delivery
    Chanda Rowan, Franklin Energy
    Customer segmentation based on industry, geography and opportunity type is not a new concept. However, these aspects of your customer only scratch the surface. As marketing and program delivery become more advanced, and customer priorities become more divided, persona development is key to messaging and outreach. Personas focus on aspects of customers not related to energy efficiency, such as age demographics, customer priorities, participation barriers and message delivery methods. Examples of how to develop target customer personas and how they have impacted have impacted messaging and delivery in utility marketing campaigns will be shared.

  • US DOE's "Guidelines for Home Energy Professionals": Experience in the Field
    Heather Head, with Charles Kurnik, National Renewable Energy Lab
    The US Department of Energy's Weatherization Assistance Program (WAP), NREL, and the home performance industry have developed the Guidelines for Home Energy Professionals. These free resources (i.e., no cost to the user) are meant to increase the capabilities of the WAP and home performance workforce, through guidelines for quality work, accredited training, and certified workers. The presentation will highlight how these resources have been implemented through WAP's Quality Work Plan, and other programs throughout the US.

  • A Cooperative Community Campaign, Leave No City Behind
    Joe Plummer, Franklin Energy
    AA rural electric cooperative was given a once in a lifetime opportunity when their service territory expanded two fold. The neighboring investor owned utility sold off their service territory to Freeborn Mower Electric Cooperative in 2014. This transaction provided the cooperative with the opportunity to reach out directly to their new customer base and local trade allies. Rather than conducting outreach through print or digital media Franklin Energy suggested a more personalized approach for this rural territory. The approach targeted small business and C & I customers through direct mail followed by door to door canvasing of business districts. The visits provided customers with facts on their new electric provider, an energy assessment and a few direct install items. The customer assessment report provided project economics, utility contact information and next steps on how to access utility provided rebates. The outreach proved more effective than planned.

  • Lessons in Efficiency, Human Behavior and Indoor Environmental Quality in a New Utility Office Building
    John Phelan, Fort Collins Utilities
    The City of Fort Collins' lowest energy use office building, submitted for LEED V4 Platinum, opened its doors in September, 2016. The first year of occupancy in this 37,500 square foot building has offered many insights to inform the next generation of high-performance buildings and utility programs that help create them. From RFP to design team selection, construction processes, commissioning, post-occupancy evaluation, to behavioral studies this building project offers up an abundance of lessons learned as to what works well and opportunities for improvement. Were the aggressive energy targets met? Are occupants comfortable? Is there a difference in worker productivity and satisfaction? Did it achieve LEED Platinum certification? Is it a healthy building? Did Utilities' design assistance work as expected? Join us to find the answers to these questions and more.

  • Moving Beyond Rebates in the New Era of the "Connected Home"
    Brad Davids, Nest
    As customer adoption of connected home devices (such as smart thermostats) continues to rise, many utilities are starting to consider how these technologies might be leveraged to help manage the evolving challenges of grid management, and provide a new opportunity for customer engagement. Nest is working with utility partners across the country, including several cooperatives, to launch a new kind of energy efficiency program that allows customers to quickly and easily opt-in to a thermostat "schedule tune-up" at the beginning of the summer and/or winter seasons. Utilities save kWh, kW, and therms, and customers get easy access to additional energy savings. In the summer of 2016, an average of 80% of qualified customers opted in across more than 10 of these programs in the US, delivering cost-effective energy efficiency and coincident peak reduction, while enhancing customer satisfaction.

  • Build It and They (Energy Savings) will Come
    Chris Baggett, Arizona Public Service with Ken Robertson, Franklin Energy Group
    Arizona Public Service and Franklin Energy partner with builders and developers who are constructing new multifamily communities to provide guidance so that energy efficient principles can be designed and incorporated into the building process. Three Builder Option Packages offer incentives for each completed unit. The more energy efficient the unit, the greater the energy savings and customer rebate.

  • Triple Nexus Water Challenge = Resource Management + Asset Reliability + Infrastructure Planning
    James Ferro, Alternative Energy Systems Consulting, Inc. with Wyatt Troxel, EnerVention Strategies
    Today's environmental and regulatory constraints are having an impact on resource management, asset reliability and will impact infrastructure planning strategies. While the mission critical function of water and wastewater service providers cannot change, how water managers provide those services must continue to evolve to meet the challenges of a changing world. We will share strategies, concepts, and case studies that describe how a focus on the "triple nexus" of resource management, asset reliability, and infrastructure planning will equip local governments and water agencies with decision-support tools to continue to increase recycled water production in an economically feasible manner. Understanding the stressors, strains, and pressures requires (a) enhanced visibility in to the changing characteristics of sewage, (b) recognition of the increased costs and accelerated degradation of assets associated with reclamation, and (C) willingness to tackle the challenges associated with long-term implications of environmental uncertainty.

  • Testing the Future
    Allie Marshall, Cadmus
    Learn why running pilot programs can be a valuable first step in finding innovative ways to provide customers with energy efficient services and savings. Understand why organizations as diverse as the Independent Electricity System Operator in Ontario, Consumers Energy, and Interstate Power and Light find pilots programs a valuable testing ground. Take away the key considerations for the initial pilot design including development of program objectives, corresponding research metrics, and essential evaluation needs.
  Wi-fi hosted by ERS

Thursday, September 28, 2017
7:30 - 9:00am Breakfast Buffet 
Concurrent Tracks
9:00 - 12:00pm Residential Initiatives Worth Imitating
Co-Chairs: Ron Horstman, Western Area Power Administration and Gary Myers, Tri-State Generation and Transmission Association
Commercial Initiatives Worth Imitating
Co-Chairs: Bryce Brady, Platte River Power Authority, Brian Tholl, Fort Collins Utilities, and Andrew Ross, Nebraska Municipal Power Pool
9:00 - 9:45am Jump into the (AMI web) portal!
Dr. Liesel Hans, Fort Collins Utilities
As customers increasingly expect services and information to be available online, utilities investing in Advanced Metering Infrastructure are also investing in web portals and smartphone apps where customers can access their consumption data, set alerts, and get efficiency tips. The hope is that customer portals will education, influence behavior, and drive participation in efficiency programs. This presentation will cover Fort Collins Utilities' experience with the customer web portal, Monitor My Use, since its inception in 2014. Discussion will span behaviors related to consumption, engagement patterns, effect of alerts, and more.

Developing Customer Energy Heat Maps To Increase Residential Rebate Uptake
Doug Bursnall with Kenny Romero, Colorado Springs Utilities
With diminishing returns from each energy efficiency dollar spent, we will discuss an option to leverage customer data and industry partners to target residential energy efficiency upgrades. Through collection, analysis and anonymization of customer data, heat maps can be built to drive the efficiency contracting industry to high impact neighborhoods. Up front education of customers and contractors can be used to enhance successful interactions and use of utility rebates. Such market based solutions can leverage already existing infrastructure and available data without the need for restrictive contracts and partnerships.

Living On the Technology Edge
Michael Siemann, Whisker Labs with Ganesh Ayer, Honeywell Smart Solutions
It is a big data world. Massive amounts of data are being collected, micro weather, thermostat set-points and operational data and the list goes on. But how can utilities optimize this data? This session will discuss using near real-time data to obtain more energy savings and curtailment without compromising comfort, control and convenience. Proprietary advancements using thermodynamic based algorithms that model each home combined with historical data give a better picture of energy usage that give the utility and customer actionable items for incremental kW and kWh savings. Integrated Demand Side Management (IDSM) has been around for years, but until now, no unified documentation and methodologies have been in place.
Quietly Plotting the Next Revolution: Smart Buildings
Amy Jiron, U.S. Department of Energy with Holly Carr, U.S. Department of Energy
In 2016 the U.S. Department of Energy with BOMA, IFMA, the Building Commissioning Association and ComEd, launched the Smart Energy Analytics (SEA) Campaign to accelerate the voluntary adoption of smart building technologies. The SEA Campaign leverages $38 billion global private investment into smart building technologies by providing technical assistance, resources and recognition to help building owners adopting low-cost smart building solutions that enable monitoring-based commissioning in commercial buildings. The campaign supported 30 participants representing 2,186 buildings and 164 million square feet of real estate. Join representatives from DOE for an update on best practices, market barriers, and data collected through the campaign.

Pay for Performance Incentives Using Performance-Based Rebates
Valerie Eacret with Mathew Gard, ERS
Custom-calculated efficiency rebate programs can create savings uncertainty for energy efficiency program administrators. Uncertainty in these savings can reduce the cost-effectiveness of a program and/or leave savings on the table. Silicon Valley Power has successfully implemented multiple programs with performance-based incentives that address both savings and financial concerns associated with savings uncertainty. The solution is rebate payments spread over multiple years based on the results of periodic commissioning reports and measured data. This performance-based approach ensures that measures remain in place and operate as designed long after project completion. Each rebate payment received is based on the results of each report, ensuring that the program is cost-effective. Surprisingly, customers have not resisted this extended payment process and sometimes welcome it. This paper details these programs, highlights lessons learned from their implementation, and discusses results of the evaluation of the data center program.

Case Study on Yuma Hospital Energy Savings
Andrew Ross, Nebraska Municipal Power Pool
The session will explore a hospital case study detailing Renewable vs. Efficiency financial savings. As distributed generation becomes more prevalent, it is imperative to make sure customers understand the financial impact and have considered other efficiency measures first before jumping into self-generation with renewables (wind, solar, etc.)
9:45 - 10:00am Refreshment Break Refreshment Break
10:00 - 10:30am Adopting Energy Efficiency in "Connected" Home and Office-Peaks and Valleys
Mark Martinez, Southern California Edison with Dane Christensen, National Renewable Energy Laboratory and Emily Kemper, CLEAResult
Energy Industry Panel members will present a timely discussion of integration of energy efficiency measures and practices with Internet of Things (IoT) awareness and adoption of smart technologies and services via WiFi/ Bluetooth enabled home and office equipment. Panel will describe benefits to the home and business and benefits/challenges for the utility/implementer.
Building Energy Benchmarking: How Can Data Drive Action?
Katrina Managan, City of Denver with Kimberlee Rankin, City of Boulder; Kirk Longstein, City of Fort Collins, and Annette Meredith, City of Fort Collins/Institute for Market Transformation
Cities, Counties and States are adopting benchmarking and energy use disclosure laws in an effort to reduce the informational gaps that limit investment in energy efficiency improvements. In addition to policies, utilities are leveraging the power of automated benchmarking services as a solution to ongoing requests from key accounts looking to reduce high utility bills. Join our panel presentation with the City of Denver, Boulder and Fort Collins as we discuss the challenges and opportunities of unlocking energy usage data to drive a more energy efficient market place.
10:30 – 11:00am Energy Efficiency Delivered, Literally
Michelle Hurst, Xcel Energy
Launched in late 2015, this direct install program is helping residential customers realize immediate savings without having to do much more than lift a finger. Customers simply call or sign up online and a technician will arrive at their door to deliver and install instant energy saving measures. This session will cover what Xcel Energy has accomplished in the first two years of the program as well as what they've learned from successes and epic failures.
Energy Efficiency for the Ski Industry and Beyond
Sharon Panas, Xcel Energy with Chris Hildred, Holy Cross Energy, Moderated by: Brody Vance, Franklin Energy Group
Learn from a panel of experts who are saving energy by partnering with the ski resorts in their territory. Many of the tactics used to save their customers money and energy at can be applied to other markets. Whether it is a lighting upgrade in the chalet or a new motor and drive system on a lift, energy saving projects can be found all over. The panelists will discuss successful energy efficiency/ water saving projects that have been completed and best practices to help utilities target the niche ski industry as well as provide ideas for buildings who have the same potential for savings that are not related to skiing.
11:00 – 11:30pm 100% Quality Assurance? Yes, and Affordable Too!
Kim DeVoe, Fort Collins Utilities with Scott Suddreth, CLEAResult
DSM programs traditionally have inadequate budgets to do much more than minimal Quality Assurance. Envelope efficiency rebates are issued by Utilities with no way to really know if the majority of the work meets program standards and will actually create savings without extensive QA inspections. 'Remote QA' is quickly gaining traction in the industry as technology improves. Come learn how the CLEAResult team collaborated with participating contractors to create a remote Quality Assurance process to meet the rigorous standards in Fort Collins Utilities Efficiency Works Neighborhoods Pilot, and as an added benefit, created a new internal Quality Control process for the contractors. This new Photo-Documentation process has the contractor take photos of the important work scope details, before and after, allowing QA staff to review 100% of the important work elements on every job.
Small Business Lighting is Spoiled Fruit
Frank Barth, WPPI Energy with Nathan Baer, Staples Energy
As utility programs targeted at Small Businesses continue to become a main delivery mechanism for kWh savings, how do we effectively move beyond lighting? Utility programs have long relied on lighting upgrades to deliver significant savings. As more emphasis is placed on small business energy efficiency programs, lighting remains at the forefront. What are the impacts of focusing on only lighting? If contractors (Trade Allies) are incentivized to install the measures, how do we get Trade Allies to move beyond the low hanging fruit?
11:30 - 12:00pm Cold Climate Heat Pump's put to the test in America's "Ice Box"!
Gary Myers, Tri-State Generation and Transmission with Rob Taylor, Mountain Parks Electric
Tri-State Generation & Transmission collaborated with Mountain Parks Electric Inc. to pilot an innovative new Cold Climate Heat Pump technology in one of the coldest regions in the nation – Granby, Colorado. Often called the "Icebox of the Nation," this area created the perfect test bed. Attend this presentation and learn the What, How and Wow of this extreme-condition project. Find out how this type of technology could be a real contender for the energy efficient heating and cooling toolbox.
Utility Policy Options for Renewable Energy on Irrigated Farms
Cary Weiner, Colorado State University
Irrigated farms in Colorado consume over 900 million kWh per year for pumping water. On-farm renewable energy deployment has the potential to lower long-term electricity costs for irrigators and make the agricultural sector more sustainable and profitable. Distributed generation can also help utilities meet statutory requirements and satisfy customer appetites. With this in mind, Colorado State University conducted solar and wind economic feasibility assessments for 30 Colorado farms with center pivot irrigation. Under current conditions, payback periods ranged from 12 to over 20 years and only one farmer installed a solar PV array as a result of our assessments. However, a number of barriers to economic feasibility could be addressed by utilities, including revising irrigation rate structures, net metering policies, and net metering schedules. This presentation will review project findings and propose actions for utility consideration that could significantly lower payback periods and encourage use of renewables for irrigation.
12:00 - 2:00pm Lunch Buffet 
Buffet lunch with opportunity to network followed by activity break with small group discussion
2:00 - 5:00pm Afternoon Session Co-Chairs:
Kenny Romero, Colorado Springs Utilities with Megan Moore-Kemp, Yampa Valley Electric Association
2:00 - 2:30pm Bridging the Gap: Communicating and Connecting with Discreet Indoor Growers
Megan Moore-Kemp, Yampa Valley Electric Association
Indoor Grow Operations are the most significant load growth in some rural electric cooperatives, while being an industry the cooperative staff knows the least about. Because the marijuana industry can be secretive and private, how does a cooperative's member outreach or key account department meaningfully connect and communicate with this group? What are the benefits to the member and coop that come from connecting with this industry?
2:30 - 3:15pm Finance Panel
  • Bringing Consumer Protection and Verifiable Energy Savings to Residential PACE
    Jeffrey King, Colorado Energy Office with Larry Zarker, Building Performance Institute
    Nearly $3.4 billion in residential PACE financing has been invested to date, primarily in California. That amount is projected to double in 2017 and reach $100 billion per year by 2025. PACE Nation estimates that nearly $5 billion in clean energy savings has been achieved to date. Yet, none of the PACE providers require their participating contractors to perform energy assessments prior to proposing a scope of work for their customers. Colorado released an RFA in 2016 for R-PACE program administration. Later in the year, DOE released "Best Practices Guidelines for Residential PACE Financing Programs." The best practices guidelines cover such topics as energy assessments, qualifications for energy assessors, qualification of health and safety measures, consumer disclosure requirements, customer dispute resolution, quality assurance/anti-fraud, minimum contractor requirements and clearly defined work standards. This session builds on Colorado's experience with R-PACE to develop a blueprint for other states and municipalities to follow.

  • Tariffed On-Bill Financing – An Inclusive "Initiative Worth Imitating"
    Sam Whelan, Holy Cross Energy with Jeffrey King, Colorado Energy Office
    Although utilities, non-profits, government organizations and private financing firms have made great progress in providing energy efficiency assistance through financing programs, many utility members remain underserved. Two such groups are: 1. Moderate income households whose income is too high for weatherization programs but who do not have the income and credit score necessary to obtain traditional financing, and 2. Renters. Tariffed on-bill financing seeks to provide a sustainable program that overcomes the hurdles of qualification, debt and income limitations, split incentives, and affordability. Holy Cross Energy is currently working on partnering with various organizations to deliver a unique financing product that greatly broadens access to energy efficiency improvements.
3:15 - 3:45pm Refreshment Break
3:45 - 4:30pm Customer Engagement Panel
  • Data-Driven Planning and Partnerships: Engaging Communities to Drive Program Participation
    Tami Gunderzik, Xcel Energy, with Susan Blythe and Judy Dorsey, Brendle Group
    Striving to deliver more value to its customers, Xcel Energy's Partners in Energy is a novel community resource that can be applied to cities, counties, geographic corridors, and redevelopment districts. The extended multi-year engagement includes unique access to community energy and conservation data; a facilitated planning process that culminates in a community energy action plan, and customized implementation support. To date, the 23 participating communities have developed plans that included strategies to reach residents, small businesses, and large commercial/industrial sectors. Tactics have been tailored to drive incremental energy conservation activity and reach customers who don't traditionally participate in utility programs. Objectives include conservation, economic development and GHG reduction. Early implementation results indicate hopeful gains in many targeted programs. Not only are communities leveraging DSM programs, they are also planning their approach to renewable energy.

  • City Energy Management Team Regional Support
    Adrienne Ricehill, Iowa Economic Development Authority with Steve DeVos, Franklin Energy Group
    Energy Management has proven its effectiveness in virtually all types of commercial and industrial settings. Recently it has also made inroads in the governmental sector with support from EPA's Energy Star® program. The process of managing energy through a six step process (commitment, goal setting, benchmarking, action plan, implementation, and communication) is easy to understand but at times difficult to deliver. The concept of sharing an energy manager is intriguing. Franklin Energy through support from the Iowa Communities applied to participate in this innovative program and have committed to using the "shared energy manager" approach as well as creating energy teams and action plans to improve their energy performance. This presentation will outline the program design, milestones achieved to date.
4:30 - 5:00pm Closing Keynote: Changing US Demographics: Designing Utility Program Portfolios for the Future!
Ellen Steiner, Vice President, Opinion Dynamics
Get in and buckle up, we're heading into the future! This session looks at the changing US landscape and what program designers need to know when developing the customer portfolio of the future. Americans are more racially and ethnically diverse than in the past. The population of people over the age of 65 in the United States will almost double by 2050. A housing shortage exists for older Americans -- dramatically increasing the number of multi-generational families. What do all of these changes mean for engaging with energy customers? How do multi-generational families change our understanding of residential decision making and energy use? How do program designs adapt to these changing demographics? How can we design effective programs that customers actually want to participate in? This session will address these questions, inviting attendees to share their experiences for an interactive engaging experience.

Dr. Steiner brings strong energy efficiency industry experience on a wide variety of topics including workforce, education and training, marketing and outreach, and issues surrounding the design and evaluation of HVAC programs. She is a master methodologist and adds considerable depth to the company's strength in developing innovative methodologies to tackle evaluation issues.
6:00 - 7:00pm Networking Meet-up at Limelight Hotel
(Downtown 
Aspen, about 1.5 miles)
Limelight Hotel, 355 S Monarch St, Aspen, CO 8161
Bring along your name badge for a hosted bar reception.   Shuttles will depart from the lobby entrance, or you may walk or arrange your own transport.


  Wi-fi hosted by ERS  


Friday, September 29, 2017
7:30 - 9:00am Breakfast Buffet in Meadows Restaurant
Buffet breakfast with opportunity to network
9:00 - 11:30am Electric Vehicle and Storage Workshop:
Co-Chairs: Alantha Garrison, Gunnison County Electric Association and Joy Manning, High West Energy
9:00 - 9:30am EE, PV, EV, Oh My: EnergySmart Introduces Electric Vehicle Advising
Brad Smith with Dave Hatchimonji, Boulder County
Electric Vehicles offer opportunities for GHG savings and increased demand, allowing utilities to make up for lost revenue from renewables and energy efficiency by acting as the petrol provider of the future. However, consumer adoption of this emerging technology is largely dependent on consumer education and engagement. Boulder County's EnergySmart has launched an Electric Vehicle Advising pilot program to to assist residents in learning if EVs are a good fit for them, which EV is the best fit and how to integrate this into their home. Boulder County will present their findings from this pilot to assist utilities and governments continue to drive into the future. 
9:30 - 10:00am Munis and EVs
Laura Armstrong, City of Aspen
For a long time, electric vehicle readiness has been a preoccupation of large, urban, progressive cities with aggressive greenhouse gas reduction goals. Now more than ever, all local governments, large and small, are facing pressures to prepare for an increase in electric vehicles in and transiting through their communities. The City of Aspen took a collaborative approach to preparing for electric vehicle expansion, bringing together the municipal Utility, Parking Department, and the Canary Initiative, a department focused on climate action and energy. These partners make joint decisions on the direction and steps that they city will take to advance EV readiness. We see EV preparedness as a unique opportunity for collaboration across disciplines. Hear how EVs affect each city department differently and how your organization can get ahead of this trend. 
10:00 - 10:30am Navigating the Connected Landscape in Electric Vehicles
Eric Van Orden, Xcel Energy with Thor Hinckley, CLEAResult
As adoption rates increase, utilities need to refine their plans for electric vehicles (EVs). In this presentation, we'll discuss the ways in which utilities can get a jump start in adopting this new transportation technology. How do utilities respond to this new form of intelligent technology, master the implications for managing the grid and position themselves as an adviser that customers trust? Thor Hinckley, a board member of Drive Oregon, a regional epicenter for electric and advanced transportation, will lead a discussion that addresses all these questions. We'll talk EV adoption trends, the tools that already exist to expedite utility preparedness for this new technology. Eric Van Orden will discuss the work Xcel Energy has done on EV program development including new residential rates for EV customers. Thor and Eric will review some of the elements of an EV outreach and training effort that is currently being launched.
10:30 - 11:00am A Battery of Choices, But What Does it Mean?
Christian Rawson, Honeywell Smart Solutions
Energy storage is a hot topic in the industry. With being able to place storage assets behind-the-meter at end-use customer sites and on the distribution system or transmission level, storage has the potential to redefine the industry. Utilities are asking, how can storage investments provide value, how to get started, what to ask of vendors and much more. Studies cited by the Energy Storage Association show that battery energy storage systems easily compete in power-system markets for ancillary services. A Battery Energy Storage System (BESS) can respond as much as 100 times faster to grid operator signals than power turbine generators. This session will look at stacking multiple services effectively and efficiently by mixing and matching value streams to maximize profit from storage investment. This session will also help utilities understand energy storage whether they are new to it or have been doing it for a few years.
11:00 - 11:30am Cost-Effective Energy Storage for Solar Energy
John Diem, Steffes
Terry Boston, former CEO of the PJM Interconnection, in an April 2014 letter to the Department of Energy said: "Electric water heater storage is the (emphasis Mr. Boston) most cost-effective form of energy storage available and has enormous potential …" Ok, but some will say, "Oh, yeah, so-and-so electric utility has had a water heater program for years", referring to utilities that have Direct Load Control (DLC) programs for electric water heaters for 30 years. Yet specially equipped grid-interactive water heaters (GIWH) utilizing more upgraded communication technology can even perform nearly all the functionality of fast ramp batteries and flywheels. New technologies and more sophisticated communication are causing DLC water heating programs to fall by the wayside. Grid-Interactive control functionality allows devices the flexibility to store energy based upon very short term control such as those indicating temporary over generation of wind or solar in a very cost effective way.
11:30am Adjourn
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