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Small and Rural Utility Technical Needs Study:. Presentation of Key Findings, Conclusions, & Recommendations June 1, 2011 Presented by Ecotope, Inc. Agenda. Acknowledgements Project objectives Project methodology Key findings and recommendations Utility responses Utility segmentation
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Small and Rural Utility Technical Needs Study: Presentation of Key Findings, Conclusions, & RecommendationsJune 1, 2011Presented by Ecotope, Inc.
Agenda • Acknowledgements • Project objectives • Project methodology • Key findings and recommendations • Utility responses • Utility segmentation • Existing measures • Desired measures • Priorities
Acknowledgements • Small and rural utilities across the region that took the time to meet and provide valuable feedback • The RTF SRR subcommittee that provided input and guidance throughout the project
Project Objectives • Determine what technical assistance the RTF can offer small/rural utilities to address the unique circumstances of their service territories • Identify program and infrastructure barriers faced by small/rural utilities • Develop and prioritize recommendations
Project Methodology • Review reporting databases • Identify criteria for “small,” “rural,” and “residential” • Select utilities based on review of reporting databases • Develop interview guide based on review of reporting databases and the project objectives • Interview 20 utilities • Analyze interview results • Develop recommendations based on interview findings
Utility Screening Criteria • Small (<15 aMW) • Rural (LLD recipients) • Residential (> 60%)
Utility Selection Criteria • Selection Criteria: • Small, rural, residential status • Volume of savings • Patterns of measure implementation of various utilities • Climate • Availability of adjacent conservation infrastructure • Residential vs. commercial
Interview Guide • Focus on technical characteristics of conservation efforts: • Development of deemed measures • Technical specifications • Simplified M&V protocols • Help identify program barriers faced by small/rural utilities (for RTF approved measures/protocols) • Review measures implemented by the utility • Discuss staff resources, incentives paid, and measures not reported to the PTR • Develop list of measures the utility is interested in implementing • Assess available conservation infrastructure
General Findings • The utilities should be segmented in order to zero in on unique challenges and opportunities • The utilities by and large want measures/programs that: • Are deemed and easy to implement • Achieve high savings • Don’t change very often • Utilities focus on deemed measures and appear to require process improvements and strategic support, rather than technical changes to measures • Many utilities are not aware of what the RTF or NEEA do
Utility Segmentation as Lens for: • Measure recommendations • Regional collaboration and communication • Prioritization
Utility Segmentation, Type 1 • Utilities with their own programs, developed and marketed to their customers • Generally larger with conservation staff resources of at least 1 FTE • Specific program offerings outside of PTR, sometimes not reported • Specific recommendations to RTF to support their programs and approaches • Often have a medium-large agricultural customer base • 35% of respondents
Utility Segmentation, Type 2 • Utilities using PTR as main guideline • Utility programs developed around PTR • Utility programs designed as required by specifications within the utility structure • Few custom measures (if any) except as delivered by third party providers • Most recommendations focused on the need for more measures that are “deemed and provide lots of savings” • 45% of respondents
Utility Segmentation, Type 3 • Utilities with no defined program or implementation approach • React to customer or contractor requests • Provide pass through incentives from PTR • Would implement new measures if they appeared • Develop no custom measure • Usually staffed at under .25 FTE or less (much less) • 20 % of respondents
Applying Utility Segmentations • The utilities should be segmented in order to zero in on unique challenges and opportunities • Type 1 utilities will respond to different programs and new initiatives • Type 1 &2 utilities need more variety in deemed RTF measures • Type 3 utilities may not respond to anything • Type 3 utilities need more direct assistance from BPA • The utilities by and large want measures/programs that: • Are deemed and easy to implement • Achieve high savings • Don’t change very often • Type 2 utilities focus on deemed measures and appear to require process improvements and strategic support, rather than technical changes to measures • Many type 2 and 3 utilities are not aware of what the RTF or NEEA do
Other Important Factors • Staffing: Median conservation staff size-.65 FTE • No type one utilities are below this level • Staff size not always critical • Remoteness: Many utilities remote from all major markets or contractor resources • Utilities more than 100 miles from a major market • Half of our respondents • Size: Median size of these utilities 22.8 aMW • Correlated to staff size but not completely • Some “Type 1” utilities are smaller while some “Type 3” utilities are larger
Guide to Measure Recommendations • Recommendations for the RTF (in red) are a combination of utility comments and Ecotope recommendations. • Utility only findings/recommendations identified with “*” • Utility and Ecotope recommendations identified with “**” • These small/rural utilities are much more focused on process. • The measures recommendations are both technical and programmatic. • Deemed savings are important but so are savings that can be achieved in these utilities. • Incentives need to be improved for some programs to work.
Existing Measures • Weatherization • RTF: Make new weatherization specifications more practical for utility administration* • RTF: Improve air sealing measure to make it more usable* * • RTF: Add small commercial deemed measures (Wx)* • Stabilize window replacement measures, incentives and savings are unpredictable** • EStar New homes • Must have higher incentives to get builders attention* • Mostly a gas program, need more electric savings*
Existing Measures • PTCS • PTCS measures require more attention than most of these utilities can give* • Contractors not available • Contractors not interested • Customers not impressed • Provide more training opportunities** • Provide incentives to contractors for training** • RTF: Provide alternatives to QC regime (with reduced savings)** • GSHP • GSHP seen as an important alternative for electric heating* • Customers and contractors are very interested but no current incentives* • Cost effectiveness seen as a barrier, customers will not use air source HP* • RTF: Provide some mechanism for use in MT** • Develop incremental savings and costs that can be cost effective • Establish “non-energy benefits” that reflect the value of GSHP in cold climates • Develop a deemed measure or calculator that can be the basis of utility incentives and rate credits
Existing Measures • Irrigation • Irrigation energy important use for several utilities, irrigation measures are difficult to package for customers* • RTF: More individual measures need to be deemed** • RTF: Package measures to focus on specific irrigation needs** • Timing must be more flexible, adapted to customer * • Distribution Efficiency • Distribution efficiency very important to these utilities with large distances between loads** • RTF measures address these technical needs** • Direct help with design and installation required for most of the small/rural utilities** • Many utilities do not have in-house engineering resources • DEI needs to be clarified to these utilities to sell them
Existing Measures • DHPs • Program need more flexibility* • Many utilities mentioned this program as a great model* • Commercial Lighting • Commercial lighting one of the few measures for the commercial sector of these SRR utilities* • Contractors have difficulty using the current calculator* • Improve the calculator** • RTF: Add deemed measures (LEDs maybe)** • Schools • Schools represent a major commercial customer in these smaller utilities. * • Directly targeting schools would make a usable commercial measure** • Should be based on packages that can be presented to Schools** • RTF: Develop deemed savings for lighting packages** • RTF: HVAC and Envelope measures should be included as packages**
Desired New Measures • Several utilities had suggestions for new measures • RTF: HPWH* • Utilities want this measure as a deemed measure* • Address cold climate concerns** • RTF: Wind turbines (idle) have large impact on small utilities, need measures to control this load** • Add appliances and electronics, (EnergyStar)* • TVs * • RTF: Manufactured homes recycle program** • Water heater timers and cozies* • Room AC/Dehumidifiers* • Small water heaters (30-40 gallons)*
SRR Measure Review Form(Ecotope Recommendation) • The RTF should develop and utilize a standard “measure review form” to assess and clearly communicate the applicability of new or revised measures to small/rural utilities. • The review form would front-load problem identification. • The review form would also provide a feedback loop to BPA or other regional organizations, providing an opportunity to build in programmatic adjustments/support for small/rural utilities as required.
Priorities Proposed by Ecotope • RTF, BPA, and NEEA should coordinate to develop an integrated approach to supporting small/rural utilities • What can be accomplished in 2012? • What can be accomplished by 2016? • How can the complementary capacities of these organizations be leveraged across the region to achieve specific 1-year and 5-year goals? • RTF should focus on Type 1 utilities • Agricultural measures • M&V, evaluation, and QC • Deemed commercial measures • BPA and NEEA should focus on Type 2 and 3 utilities
Questions and Answers • Ecotope Contact: • Poppy Storm • 4056 9th Avenue NE Seattle, WA, 98105 • (206) 322-3753 www.ecotope.com