4th Rocky Mountain Utility Efficiency ExchangePresented October 13-15, 2010 at Aspen Meadows, Aspen, Colorado
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Wednesday, October 13, 2010 | |
10:00 am - 12:00 pm | Optional Pre-Conference Workshops presented by Sponsors |
12 noon - 1:00 pm | Lunch Buffet and Meet the Sponsors in Meadows Restaurant Hot buffet lunch with opportunity to meet in small groups with representatives from the sponsor organizations |
1:00 pm - 1:15 pm |
Welcoming Remarks |
1:15 pm - 1:45 pm | Opening Keynote: Utility DSM in Colorado: Past, Present and Future Paul C. Caldara, P.E., Colorado Department of Regulatory Paul Caldara served as an electric and natural gas distribution engineer as well an account executive at Xcel Energy, Inc in Denver, Colorado, beginning in 1990. In 2000, he joined the University of Colorado at Boulder as a Manager in the Utility Services Department. Mr. Caldara now serves as an engineer for the Colorado Public Utilities Commission. His responsibilities include providing testimony on Demand Side Management Plan applications, reviewing gas and electric DSM rate riders, and fulfilling DSM reporting requirements to the Colorado State Legislature. |
1:45 pm - 5:00 pm | Focus on Utility Program Portfolios Session Co-Chairs: Jeff Rice, City of Aspen Utilities and Susannah Pedigo, Xcel Energy |
1:45pm - 2:15pm | Utility Program Snap Shots Five-minute highlights of utility program activities with focus on program portfolios for 2010 and 2011, presented by the session co-chairs and other participants. |
2:15pm - 2:45pm | Xcel Energy 2010/2011 Program Portfolio Overview Shawn White, Business Energy Efficiency Marketing Manager, Xcel Energy |
2:45pm - 3:15pm | Excess is Out 2010/2011 Program Collaborative Paul Smith, Manager, Demand Side Management, SourceGas Collaborative between Source Gas, Atmos Energy and Colorado Natural Gas |
3:15pm - 3:30pm | Refreshment Break |
4:00pm - 4:30pm | Black Hills Energy Program Portfolio Overview Matt Daunis, Director, Energy Efficiency, Black Hills Energy |
4:30pm - 5:00pm | Roaring Fork Valley Utility Collaborative Jeff Rice, Utilities Energy Efficiency Manager, City of Aspen and Jason Haber, Energy Programs Manager, Community Office for Resource Efficiency Collaborative between City of Aspen Utilities, Holy Cross Electric Cooperative, City of Glenwood Springs and CORE |
5:00 pm - 6:30 pm |
Networking Reception and Poster Session Hosted bar and hors d'oeurves among the sponsor displays and posters on topics related to utility-sponsored program design, implementation and design. Poster Topics will include:
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Thursday, October 14, 2010 | ||
7:30 pm - 8:30 am |
Breakfast Buffet in Meadows Restaurant |
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Two Concurrent Session Tracks will be presenter throughout Thursday morning and afternoon | ||
8:30 am - 12:00 pm |
Focus on Residential Energy Efficiency |
Focus on Commercial Energy Efficiency Session Chair: Adam Perry, Platte River Power Authority |
8:30am - 9:00 am |
Utility Residential Program Snap Shots Five-minute highlights of utility program activities presented by the session co-chairs and other participants |
Utility Commercial Program Snap Shots Five-minute highlights of utility program activities presented by the session co-chairs and other participants |
9:00am - 9:30am |
Creating a Compelling Home Energy Audit Jacqueline Ducharme, Xcel Energ, with Darlene Luca, Apogee Interactive , and Paul Kriescher, Lightly Treading Learn how Xcel Energy and Apogee Interactive, Inc. committed to a "pilot" to study the accuracy and performance of a web-based, RESNET certified software modeling tool. Web-based technology allows energy auditors an option to use manual bill load or access customer billing information using a web service. Attendees will learn techniques, tips, and real-world results for implementing web-based the various strategies of implementing the tools to allow this customer self-service. This presentation discusses the issues related to web-based energy modeling for home audits. Follow a 6-month pilot demonstrating actual data. Energy simulation analysis, when applied to residential homes. Learn the challenges and success from utility, software developer and auditor perspective. |
Small Building Tune-up Pilot Program Kevin Afflerbaugh, Commercial Programs Manager, City of BoulderLearn about this retro-commissioning program for small to medium sized buildings and tunes up HVAC, lighting controls, PC, etc. Boulder is running pilot now. |
9:30am - 10:00 am | Two Techs and a Truck: Innovative residential energy audit-to-action Program Amy Ellsworth, Senior Associate, The Cadmus Group Discover a collaborative new residential energy audit-to-action program implemented by the City and County of Boulder. The program leverages existing community resources, focuses on one-on-one assistance for residents, offers a streamlined measure installation approach and ongoing engagement to drive high participation rates, and aims to generate significant greenhouse gas reductions. Participants will learn about the program design and development process, which included extensive research; stakeholder meetings; and analysis of market conditions, budgets, and energy and GHG impacts; as well as the city and county's innovative approach to implementation and delivery. |
Driving Scale and Adoption in the Hard to Reach Small Business Sector Steve Meyers, EnerPath According to a 2010 Accenture study, utility customers spend only 6 minutes a year worrying about utility bills. Most utilities interact with customers through bills, power outages or complaints and have overlooked opportunities to develop deeper relationships with their customers. This presentation focuses on an effective, high-touch, tiered program that drives energy education and energy-efficiency adoption in City of San Antonio. The program is modeled after the highly successful Set to Save Program (which retrofit 5,900 homes and small businesses and reached over 25% of the homes in Palm Desert, CA) and the LADWP Small Business Program (which retrofit 27,000 small businesses in Los Angeles with 90% adoption rates) which EnerPath designed and managed. The critical program design elements and corresponding results from these programs will also be discussed. Steve Meyers will lead the session with relevant utility, government and financing representatives, all who are working on energy efficiency programs. Mr. Meyers has been a recognized, international leader in the energy efficiency industry for 15 years and has worked with EnerPath since 2003. He oversees both the Strategy and Marketing Department of EnerPath. He has been an officer at two publicly-traded energy companies, worked in Deutsche Bank's Energy Trading Group, and did research at Lawrence Berkeley National Laboratory. |
10:00am - 10:30am | Refreshment Break | Refreshment Break |
10:30am - 11:00am | Existing Home Efficiency - Covering All the Bases John Phelan, PE, Energy Services Manager, Fort Collins Utilities Fort Collins Utilities Home Efficiency Program is a comprehensive program targeting improving efficiency in existing homes. Based solidly in building science and best practices, the program offers a clear path for customers to identify and prioritize improvements, select qualified and trained contractors and receive rebate funding for a wide range of measures. From the start, the program has developed without shying away from such thorny issues as natural gas savings for an electric utility and directly addressing combustion safety. Learn how Fort Collins developed the standards, training and quality assurance aspects covering insulation, air sealing, windows and HVAC measures and get an up to date snapshot on the first 10 months. |
Small Business Direct Installation Program Implementation Patrick Burns, Nexant with Lynn Roy, Nexant Learn about the rising popularity of direct install programs for the small businesses in the commercial sector. Nexant will share their experience from designing, implementing and evaluating small commercial direct install programs. Discussion will include an overview for direct install programs, decision making on effective measures, addressing key technical components and working with trade allies. Patrick Burns is a Project Manager in the Energy Efficiency and Carbon Management Division and has over 15 years of engineering experience with a focus on energy efficiency, lighting and electrical systems design and commissioning. He currently supports a variety of energy efficiency and DSM programs for utilities, government agencies, and private sector firms. Patrick's DSM experience includes energy efficiency and demand response potential studies, on-site market research studies, efficiency program design and program impact evaluations. He has experience working in a large variety facilities including multi-use, hospitality, government, commercial and industrial facilities, school districts and hospitals. |
11:00am - 11:30am | Residential Audits to Homeowner Action in One-Step: How Oklahoma Gas & Electric Is Driving an Innovative Bundled Energy Audit & Residential DSM Effort to Produce Surprising Results Eric Stern, Director, Mountain Programs, CLEAResult Consulting, Inc. Overview of OG&E's brand new bundled residential energy efficiency audit and DSM program, implemented by CLEAResult Consulting. Topics will include the program's innovative use of technology such as real-time scheduling and coordination between a fully staffed call center team and program field auditors, a paperless and tablet-computer driven home audit process, as well as a seamless handoff between the field audit-team local HVAC installation teams that will yield a 67% customer action rate in areas A/C Tune-ups and Duct Repair projects. A key strategy utilizes a specially trained audit team as both a technical expert and customer educator, while also pre-enrolling customers in the bundled audit and DSM program when registering for audits. The pilot program was completed in July and August 2010, and now is in full public operation. Anticipated customer participation rates are set to exceed 30,000 residential audits, 20,000 A/C Tunes & Duct Repairs, and 1,500 appliance replacements by 2012. |
School Programs Wayne Snyder, Town Manager, Fowler Colorado with Gary Hoffman, Western Area Power Administration Overview of planning and implementation of several renewable projects, including a middle school that has a renewable energy curriculum that Western has supported with equipment loans and one of their students won a regional science fair with a project on wind power. |
11:30 - 12 noon | Home Energy Audit Software Selection for Kansas and Utah Steve Byers, CEO, EnergyLogic Presentation of home energy audit software selection for at least two different programs (Kansas and Utah) with similar but distinct objectives. Describe how and why software was chosen and how it was implemented in each program. Update on program progress through the lens of the software developer. Steve Byers is the CEO of EnergyLogic Inc., a Colorado based energy services organization primarily serving the residential construction industry. Steve is a trainer and nationally recognized lecturer on the rating industry. He serves on the RESNET board and Technical Committee, chairs the National Building Registry Working Group." |
Cross-Country Commercial Program Retrospective on Best (and Worst) Practices Kyle Dunn, PE is Principal Engineer, MWE2 Take a tour of currently implemented commercial energy programs from around the country. Learn the key program parameters, including incentive levels, target markets, and general discussion of utility implemented versus third party administered programs. Programs to be discussed will include: industrial energy efficiency programs, commercial custom efficiency programs, performance contracting programs and energy auditing programs. Kyle Dunn, PE has provided over 500 engineering reviews of utility customer applications, with total approved incentives over $10M since 2004 to commercial and industrial gas and electric programs in PG&E, SCE, and Alliant Energy (Iowa) territories, and various other utility-sponsored programs. |
12:00 pm - 1:00 pm | Lunch Buffet and Roundtable Discussion at Meadows Restaurant | |
1:00 pm - 5:00 pm |
Focus on Technology |
Focus on Partnerships Session Chairs: Ron Horstman, Western Area Power Authority |
1:00pm - 1:30pm | Technology Snap Shots Five-minute highlights of utility program activities presented by the session co-chairs and other participants |
Partnerships Program Snap Shots Five-minute highlights of utility program activities presented by the session co-chairs and other participants |
1:30pm - 2:00pm | Select HVAC Joint Program Implementation Gary Myers, Poudre Valley REA with Mike Rubala, Platte River Power Authority The Select HVAC is a joint utility program developed by Poudre Valley REA and Platte River Power Authority. This program provides educational opportunities for qualified HVAC professionals and requires a commitment to proper installation practices and commissioning. In return, these qualified HVAC professionals receive referrals from the utilities. The utility gains energy reduction and their customers realize an improved quality of service. Gary Myers is the Energy Use Specialist for Poudre Valley REA. He is NATE certified, IGSHPA certified, and maintains an HVAC contractor license. He is a BPI certified Building Analyst and is trained as a Level 1 Thermographer. In Northern Colorado, he is well known as ""Gary the Energy Guy,"" consistently educating the end-user about energy reduction opportunities Mike Rubala is the Certified Energy Manager for Platte River Power Authority. With more than 30 years in the industry and experience developing similar programs, he is the go-to person for the major Northern Colorado city utilities and electric cooperatives with respect to energy use concerns." |
Low Income Weatherization Program: Partner Opportunities for Utilities Sean Mandel, Governor's Energy Office The Weatherization Program provides services to low income households in Colorado with the goal of making homes safer, more comfortable, and more affordable The GEO currently manages partnerships with 6 utilities in Colorado for support of weatherization services. A partnership with the weatherization program offers utilities a unique opportunity to address their most needy customers in a manner that has benefits for the customer and the utility alike. In his presentation, Sean will provide an overview of the weatherization program including funding, organizational structure, service delivery models, and services provided. Additionally, he will describe opportunities for utilities to partner with the program including examples of existing partnerships, benefits to low income homes served through the program, and benefits to the utility partners." Sean serves as the New Business Development Manager for the Low Income Weatherization Program. He actively supports Colorado's weatherization agencies in ramping up in response to ARRA. This includes working with external partners to identify opportunities for leveraging funds, and building statewide capacity for increased production. Prior to Joining the Governor's Energy Office Sean worked as a Campus Organizer for the California Public Interests Research Group where he developed internship programs for college students that encouraged leadership around local water quality issues. |
2:00pm - 2:30pm | A Clear View of a Greener Earth: The High Performance (R5) Windows Volume Purchase Program Terry Mapes, Research Engineer and Graham Parker, Senior Staff Engineer, Pacific Northwest National Laboratory Windows affect 57% of total building energy consumption amounting to $133 billion/year. DOE has targeted windows as an area capable of delivering immediate and sustained impact on building energy consumption through a comprehensive portfolio of programs, including the R5 Program. This presentation will describe the downstream market transformation program and the opportunity it presents for utility incentive programs. It will also analyze the cost effectiveness of high performance windows in a heating dominated climate like Colorado, and summarize the utility programs currently being offered around the nation for high performance windows. It will conclude with a look at the products and prices currently available from almost 40 different vendors through the program website. Terry Mapes and Graham Parker have managed the R-5 program for DOE since its inception. Mr. Mapes has been involved in energy efficiency related engineering programs for the last five years, both public and private. Mr. Parker began his PNNL career more than 35 years ago, concentrating on federal equipment standards and the development of energy and water efficiency strategies. |
CARE Program Gary Myers, Poudre River REA with Deacon Taylor, Sangfroid Inc. Poudre Valley REA has started a CARE program that will improve the energy efficiency of 50 homes in its service territory. This program is in the early stages of development, but will, in the coming months provide auditing and weatherization improvements to these homes. The intent is to help people in the service area who are struggling to pay their bills by making improvements that will ultimately reduce their energy use and cost for the long-term. The goal is to mitigate some of their energy inefficiencies, and therefore, create a lasting impact. Gary Myers, Energy Use Specialist, known as "Gary the Energy Guy", is a licensed HVACR Contractor, an holds NATE, BPI, IGSHPA certifications; successfully completed E-Star home performance training; trained as level one thermographer, and is an ACCA member. He has conducted hundreds of energy use audits; given many educational presentations; and has become a radio personality through talk show educational segments. Deacon Taylor is a Building Performance Institute Proctor for the multiple certifications. His background includes HVAC business owner specializing in efficient system design, initiator of the developing Nevada Home Performance program, and a Bachelors of Science in Construction Management from CSU. |
2:30pm - 3:00pm | Heat Pump Water Heaters---The Next Compact Fluorescent Light Bulb John Richards, Northwest Region Manager, Rheem/Specialty Products Division In the Pacific NW, energy efficiency organizations have called the Heat Pump Water Heater the next compact fluorescent light bulb because of the potential for delivering huge load reductions. The region's Sixth Energy Plan calls for rapid implementation of a HPWH strategy. Learn about current HPWH technology, how it differs from earlier products and what product planners are looking at for the future. Learn about product/program developments by industry leaders such as the Bonneville Power Administration, Portland General Electric, Puget Sound Energy, Seattle City Light, Tacoma Public Utilities and more |
Moving Beyond Savings: Exploring Techniques for Determining the "How" and "Why" Behavioral Program Success, Anne Dougherty, Opinion Dynamics Corporation Few behavioral impact studies move beyond counting savings to determine how programs work. This is much-needed information for utilities to innovate in order to move beyond cookie-cutter intervention models and generate information to get to the next level of success. This paper will examine how behavioral programs can draw on insights gained through previous studies throughout the US to inform their program design and better target customers and evaluate savings attributable to their efforts. |
3:00pm - 3:30pm | Refreshment Break | |
3:30am - 4:00pm | Why Utilities Should Add Geothermal To Their Service Offering Paul Bony, Director of Residential Market Development, Climatemaster Interest in geothermal heat pumps is fueled with the growing realization among customers, utilities, and government agencies that geothermal heat pumps are both a green (carbon reducing) technology and an efficiency and peak demand response technology. GHPs reduce customers' energy use, thereby reducing the US's overall carbon emissions. GHPs are also generating new excitement among utilities because this technology is an excellent way to significantly reduce peak loads, improve overall load factor, and meet efficiency and renewable energy program goals and government mandates. This presentation will summarize the demand and energy reductions developed across the U.S. in case study format and touch on the innovative approaches that rural electric cooperatives, municipal utilities and investor owned utilities are using to accelerate the deployment of GHPs. Paul Bony's role at ClimateMaster includes responsibility for technical installer and loop installation training, utility relations, and other GHP market development efforts. Paul has managed the development of several innovative GHP financing tools including loop leases, a second mortgage "Co-Z Energy Plan and a ground breaking Geo loop utility tariff. Paul's energy efficiency and renewable energy market development efforts have earned the Association of Energy Services Professionals' "Achievement in Energy Services" Award, the US Environmental protection Agency's Excellence in ENERGY STAR Outreach award, and recognition from the Alliance to Save Energy. |
Facility Manager and Utility Partnerships Dean Stanberry, International Facility Managers Association Hear a utility customer perspective on how they prefer to work with utilities regarding building upgrade incentives, planning, training, and communication. Dean has over 25 years of professional experience in the areas of Facilities Management, Corporate Services, Information Systems, and Telecommunications. Dean is a past-President of the Denver Chapter of IFMA, recipient of the chapter's Distinguished Member award, and currently serves on the IFMA Foundation Board of Trustees, IFMA Sustainability Committee and Emerging Leaders Committee. |
4:00pm - 4:30pm | Evaporative Cooling Rebate Programs Cheryl Winch, The Cadmus Group Evaporative Cooling Rebate Programs have been designed and implemented in several states including Colorado to transform the residential cooling equipment market away from central air conditioning. Evaluations, which included investigation of market barriers and customers perceptions of evaporative coolers, have been conducted by utilities in Utah and Colorado during the 2009 and 2010 program years. Customer feedback gathered through these evaluations support the conclusion that evaporative cooling programs face substantial non-financial market barriers in the way of customer perception and attitude. Despite negative incremental costs, significant market barriers still exist for evaporative coolers (e.g., concerns over product performance and excessive moisture in the home), and utilities are struggling to meet participation goals. This paper provides insight into what education, marketing, and outreach components are needed to promote this efficient yet underutilized technology. Cheryl Winch, an associate at The Cadmus Group Inc., provides leadership in the areas of research design, project consulting and management, survey design, sampling, statistical analysis, and report and presentation writing focused on demand-side management, renewable energy, and other sustainability efforts for utility and energy organization clients. Her areas of expertise include process and impact program evaluation, behavioral aspects of energy use, messaging, marketing communications, and qualitative research methods. |
Advanced Metering Initiatives and Residential Feedback Programs Karen Ehrhardt-Martinez, Ph.D |
4:30pm - 5:00pm | ENERGY STAR HVAC Quality Installation Program Allie Marshall, The Cadmus Group More than half of all residential HVAC systems are believed to underperform due to installation issues that lead to wasted energy, higher operating costs, and decreased comfort. The ENERGY STAR HVAC Quality Installation program goes beyond traditional equipment incentives by targeting energy savings from proper installation of high efficiency HVAC equipment. The program offers utilities a new approach to reaching customers and achieving savings and offers customers increased confidence in their contractor and utility. The objective of this poster is to introduce potential stakeholders to the ENERGY STAR HVAC Quality Installation program. The poster will highlight program benefits for sponsoring utilities, participating contractors, and homeowners. Interested utilities will learn about program resources and support provided by EPA, such as program design assistance, marketing materials and on-going contractor training, as well as the path to partnering with EPA as a program sponsor. |
How Community Energy Exchange Mentors Contractors Stephen Michael Self, Sustainable Ideas Consulting Community Energy Exchange is a mentoring program that bridges the gap between classroom learning, life skills, and Energy Efficiency/Building Science as it applies to analyzing and reporting Building Energy Efficiency performance and safety. At Community Energy Exchange, our mentors are BPI Certified Building Analysts and RESNET HERS raters who have experience working in the field and in the home. We take you, the "mentee", through live audits and work side-by-side with you in real-world buildings rather than pre-fabricated teaching models. Real-world audits allow you to experience auditing while thinking on your feet to produce viable, rather than theoretical, solutions. Stephen focuses on building and sustaining EGIA relationships with contractors, manufacturers, distributors and industry organizations. He is also director of EGIA's Leadership Academy partnering with national training institutions to deliver web exchanges and business mentoring. Prior to joining EGIA, Stephen started and ran a home performance contracting business, Sustainable Interiors, based in Boulder, Colorado providing energy-efficient options and sustainable building products for remodeling and renovating existing buildings |
5:00 pm | Adjourn | |
6:00 pm - 7:00 pm | Hosted Bar at Pitkin County Steakhouse and Tavern |
Friday, October 15, 2010 | |
7:30 am - 8:30 am | Breakfast Buffet in Meadows Restaurant |
8:30 am - 9:00 am |
Closing Keynote The Colorado Governor's Energy Office Planning Horizon Joani Matranga, Western Regional Representative, Colorado Governor's Energy Office Insight on where the GEO's planning efforts are focused in regards to energy efficiency and demand-side management initiatives over the next few years. Joani Matranga works with Colorado's Western Slope communities to create economic opportunities with renewable energy, energy efficiency, and clean energy technologies. Joani recognizes the importance of grassroots efforts, policy and local action as key to moving Colorado forward to a New Energy Economy. Previous to working at the GEO, Joani spent nine plus years at the Community Office of Resource Efficiency, a local energy office based on the Western Slope. In a former life, Joani was educated as a chemical engineer and has worked in new product/business development, international specialty chemical business, and gas and electric power industries. |
9:00 am - 9:30 am | Focus on Program Integration Sessions Co-Chairs: Paul Smith, SourceGas and Gretchen Stanford, City of Loveland Better Buildings Through Partnership: An Update from Boulder County Ann Livingston, Sustainability Coordinator, Boulder County |
9:30 am - 10:00 am | Comparison of Utility Energy Efficiency Programs Larry Zarker and Tiger Adolf, Building Performance Institute Learn how utilities and government are managing risk by setting strict contractor qualification requirements and utilizing 3rd-party quality assurance. Understand the requirements for training, certification, and accreditation. See a breakdown of prescriptive and performance-based programs utilizing the synergy between BPI-qualified home performance professionals and raters to provide verifiable results. |
10:00 am - 10:30 am |
Refreshment break |
10:30 am - 11:00 am | You've Won a New Home... Sort of: Six Years of Home Energy Makeover Contests Ed Thomas, EGIA Overview of best practices and lessons learned from Home Energy Makeover Contests first sponsored by Xcel Energy six years ago and copied by numerous other utilities and statewide organization nationwide. |
11:00 am - 11:30 am |
Driving Large-Scale Residential Customer Engagement John Phelan, Fort Collins Utilities and Gretchen Stanford, Loveland Utilities with Chris Patton, OPower Fort Collins and Loveland Utilities will share results and discuss implementing a residential customer engagement platform that drives large scale energy efficiency and increased program participation. Using cutting-edge behavioral science, patent-pending data analytics, and sophisticated software expertise, the OPOWER platform enables utilities to connect with their customers in a highly targeted fashion through 100% individualized reports about energy usage. The platform is currently deployed to over two million utility customers nationwide, including; Xcel Energy, Fort Collins Utilities and Loveland Utilities. |
11:30 am - 12 noon | Closing Remarks Jeff Rice, City of Aspen Utilities |
12:00 noon | Conference Adjourns |
Host Sponsors
Green Level Sponsors
Fort Collins Utilities is a municipally owned, multi-service provider of water, wastewater, electric and stormwater services to the City of Fort Collins. We recognize the economic, social and environmental impacts of our operation and are committed to minimizing our negative impacts and enhancing our positive impacts on the community and environment. The City of Longmont Power & Communications department is a community-owned, non-profit electric and telecommunications utility that builds, maintains and operates the electric distribution system for about 36,000 customers. Loveland Water and Power Loveland Water and Power's mission is to add value serving the community's utility needs for today and tomorrow by providing quality customer service, providing reliable service, planning for the future, being environmentally sensitive, offering safe and secure utilities at competitive rates and being fiscally responsible.
Gold Level Sponsors
Promotional Partners
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