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HomeMy WebLinkAboutStaff Report 3191 City of Palo Alto (ID # 3191) City Council Staff Report Report Type: Informational Report Meeting Date: 12/3/2012 City of Palo Alto Page 1 Council Priority: Environmental Sustainability Summary Title: DSM Annual Report Title: Informational Report on City of Palo Alto Utilities Demand Side Management Achievements for FY 2012 From: City Manager Lead Department: Utilities This memo and the attached report present the FY 2012 achievements of gas, water and electric efficiency programs implemented by the City of Palo Alto Utilities (CPAU). This is for the Council’s information and no action is required. The report was also presented to the Utilities Advisory Commission as an informational item on November 7, 2012. SUMMARY: CPAU exceeded its electric, natural gas and water efficiency goals for FY 2012. In both the electric utility, a one-time, extremely large project at an industrial site resulted in uniquely large accomplishments not expected to be duplicated in the near term. For natural gas, over half of the savings are attributed to the behavior-based OPower Home Energy Reports program. While this program provides significant savings, the lifetime savings for this program area are conservatively expected to last only one year. The reported energy program annual results are currently being evaluated by independent review and may be amended. BACKGROUND: State law (Assembly Bill 1890; 1996) requires utilities to fund and maintain energy efficiency programs targeting specific functional areas. These “public benefit” programs may include the following: • Cost-effective, demand-side management services to promote energy-efficiency. • New investment in renewable energy resources and technologies consistent with existing statutes and regulations that promote those resources and technologies. City of Palo Alto Page 2 • Research, development and demonstration programs in the public interest which advance science or a technology not being adequately provided for by competitive and regulated markets. • Services for low-income electricity customers including, but not limited to, targeted energy-efficiency installations and rate discounts. To meet State and local goals, the City Council approved the long-term Electric Energy Efficiency (EE) Plan in May 2010. Long-term natural gas efficiency goals were approved in April 2011. The 2010 Urban Water Management Plan, with significantly increased water savings goals, was approved in June 2011. Updated electric and gas EE program goals were presented to the UAC in October and will be proposed to the City Council later this fiscal year. The goals aim to meet state mandates requiring that cost-effective efficiency remain the first priority resource option for each utility. The goals were also designed to comply with the City’s environmental and sustainability policies, which include: the Climate Protection Plan, the Long-term Energy Acquisition Plan (LEAP), the Gas Utility Long-term Plan (GULP), and the State mandate to reduce potable water use by 20% by 2020. DISCUSSION: The attached report provides details about CPAU’s Demand Side Management (DSM) programs for FY 2012. A summary of CPAU’s achievements compared to the goals for FY 2012 is shown in the figure below. City of Palo Alto Page 3 City of Palo Alto Utilities Efficiency Programs Goals vs. Achievements CPAU exceeded all goals in FY 2012. In the electric and water utilities, one large customer project (a different one in each utility) resulted in a large fraction of the total savings. Natural gas savings were primarily due to the OPower Home Energy Reports. In the electric utility, one large project at a single data center in town created nearly 50% of the savings for this year. Projects like this are rare and such savings are unlikely to be consistently replicable. Programs in the future are expected to have reduced levels of efficiency achievements, primarily due to continuing upgrades in building codes and appliance and equipment standards. Efficiency savings attributable to codes and standards cannot count towards CPAU efficiency reporting. In the water utility, a single large Water Efficient Technology rebate created a lot of efficiency savings for the utility. Additional savings are attributed to an increase in business conservation programs, due to intensive direct marketing by Key Account Representatives. Staff is looking hard to find other similar programs for future years, but it is possible that, due to the type of efficiency gains seen in the project and the process involved, that this may also be a nonreplicable project and level of savings. The OPower Home Energy Reports accounted for just over half of the natural gas efficiency savings. Gas savings by business customers accounted for about 30% of the total, with the majority of the savings accruing from heating, ventilating and cooling equipment upgrades. City of Palo Alto Page 4 Although the overall natural gas savings goal was exceeded, the Solar Water Heating (SWH) Program did not meet its goal. The SWH Program is not currently cost-effective for either CPAU or its customers, but it is required to be implemented by State law (AB 1470; 2007). The attached comprehensive report contains details about CPAU’s FY 2012 DSM programs including costs and resource savings by program and by end use, evaluation of results, descriptions of each program, description of outreach efforts, and a compendium of the policy and regulatory drivers. Attachments:  Appendix A to DSM Info Report for FY 2012 (PDF) Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 2 of 44 Table of Contents TABLE OF CONTENTS 2 EXECUTIVE SUMMARY 6 HIGHLIGHTS OF THE PAST YEAR 6 GOALS VERSUS ACHIEVEMENTS 6 Electric 6 Figure 1: Electric Savings versus Goals 6 Gas 7 Figure 2: Gas Savings versus Goals 7 Water 7 Figure 3: Water Savings versus Goals 7 ENERGY AND WATER EFFICIENCY AS A RESOURCE 7 Table 1: Supply and Efficiency Costs 7 PLANS FOR THE FUTURE 7 DEMAND SIDE MANAGEMENT PROGRAM PORTFOLIO 8 OVERALL PORTFOLIO GOALS 8 PROGRAM DEVELOPMENT GUIDELINES 8 PROGRAM PERFORMANCE 9 DSM GOALS AND ACHIEVEMENTS 9 Table 2: Goals versus Achievements 9 GREENHOUSE GAS EMISSIONS REDUCTION 9 Table 3: Greenhouse Gas Emissions Reduction 10 ENERGY AND WATER EFFICIENCY AS AN ALTERNATIVE SUPPLY RESOURCE 10 Table 4: Supply and Efficiency Costs 10 EFFICIENCY POTENTIAL, REPORTED SAVINGS & VERIFICATION 10 Efficiency Potential Development 11 Energy Program Potential: 11 Figure 4: Impact of Codes & Standards on CPAU’s cumulative market potential for electric efficiency 12 Water Program Potential 12 Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 3 of 44 Electric Efficiency Program Savings 13 Figure 5: “Top 12” POU Electric Efficiency Achievements and Goals, prepared for CEC; July 2011 14 Table 6: Electric Savings versus Goals 14 Gas Efficiency Program Savings 15 Table 7: Gas Savings versus Goals 15 Water Savings 15 Table 8: Water Savings versus Goals 15 Verifying Program Results (Independent Evaluation) 15 CUSTOMER-SIDE RENEWABLE GENERATION 16 Figure 6: Customer-Side Photovoltaic Energy Program Achievements versus Goals 16 Figure 7: Solar Water Heating Program Achievements versus Goals 17 INCENTIVE PROGRAM EFFICIENCY ACHIEVEMENTS 17 Table 9: Efficiency Achievements by Program 17 ELECTRIC EFFICIENCY SAVINGS & PROGRAM COSTS 18 ELECTRIC SAVINGS IN PALO ALTO BY END USE 18 Figure 8: Palo Alto Percentage of Electric Efficiency in 2012 by End Use 18 Table 10: Expenditures in Electric Efficiency by Funding Source and Type of Expense 19 GAS EFFICIENCY SAVINGS & PROGRAM COSTS 19 NATURAL GAS SAVINGS BY END USE 19 Figure 9: Percentage of Natural Gas Efficiency for FY 2012 by End Use 20 Table 11: Expenditures in Gas Efficiency by Funding Source and Type of Expense 20 WATER EFFICIENCY SAVINGS & PROGRAM COSTS 21 WATER SAVINGS BY END USE 21 Table 12: Expenditures in Water Efficiency by Funding Source and Type of Expense 21 CURRENT CUSTOMER DSM PROGRAMS 22 RESIDENTIAL CUSTOMERS 22 Educational Programs and Workshops 22 Green@Home 22 Home Energy Reports 22 Loan Program 22 Residential Energy Assistance Program (REAP) 22 Smart Energy Program 22 Water Programs 23 Residential New Construction Rebate Program 23 BUSINESS CUSTOMERS 23 Commercial Advantage Program 23 Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 4 of 44 Commercial and Industrial Energy Efficiency Program 23 Commercial and Industrial Water Program 23 Keep Your Cool 23 Hospitality Program 24 Labs Efficiency 24 New Construction Assistance 24 Palo Alto Clean 24 Right Lights+ Program 24 Vending and Cool Miser Direct Installation 24 Water Efficient Technologies (WET) Direct Install Program 24 Zero Interest Loan Program 25 ALL CUSTOMERS 25 Green Building Program 25 PaloAltoGreen 25 PV Partners 25 Solar Water Heating 25 PROGRAMS IN DEVELOPMENT FOR NEAR-TERM IMPLEMENTATION 26 Customer Connect 26 ENERGY STAR® Profile Manager Building Automatic Upload for Rating 26 Operational Performance Reviews 26 IDEAS UNDER EVALUATION FOR POTENTIAL IMPLEMENTATION 26 Multi-Family Incentives 26 Point of Property Sale Efficiency Requirements 26 Thermal Energy Storage Systems 27 APPENDIX A: PORTFOLIO DETAILS 28 EXPENDITURE HISTORICAL COMPARISON 28 Figure 11, DSM Expenditures for all 3 Utilities by Year and by Function 28 FY 2012 ELECTRIC DSM PROGRAM EXPENDITURES 29 Table 13: Electric Expenditures by Program by Type of Expense (Includes Efficiency, Low Income and Renewable Programs) 29 Figure 12: CPAU 2012 Electric Efficiency Expenditures by Program Area 30 Figure 13: Investor-Owned Utility (IOU) 2010-12 Energy Efficiency Expenditures by Program Areas NATURAL GAS ENERGY EFFICIENCY PROGRAM EXPENDITURES 31 Table 14: Natural Gas Expenditures by Program by Type of Expense 31 Figure 14: CPAU Gas DSM 2012 Spending by Program Area 32 WATER CONSERVATION PROGRAM EXPENDITURES* 33 Table 14: Water Expenditures by Program by Type of Expense 33 Programs delivered by 3rd party administrators are in bold and italics; those delivered by in-house staff are not. Other expenses are estimated by program. 33 Figure 15: CPAU Water DSM 2012 Spending by Program Area 33 Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 5 of 44 APPENDIX B: PROGRAM GOALS 34 ELECTRIC EFFICIENCY GOALS 34 NATURAL GAS EFFICIENCY GOALS 34 WATER EFFICIENCY GOALS 34 CLIMATE PROTECTION PLAN GOALS 34 APPENDIX C: OTHER IMPLEMENTATION ISSUES 35 HOME ENERGY REPORT SAVINGS DEVELOPMENT AND FUTURE POTENTIAL 35 How Savings are Estimated in Palo Alto 35 INCENTIVE LEVELS FOR REBATE PROGRAMS 37 INNOVATION 37 CUSTOMER OUTREACH 38 PARTNERSHIPS 39 SCHOOL EDUCATION 39 RETAIL STORES 40 INTER-UTILITY COORDINATION 40 OTHER CITY DEPARTMENTS AND PROGRAMS 40 OUTREACH CALENDAR FOR CALENDAR YEAR 2012 41 ONGOING PROGRAM IMPROVEMENT AND EVALUATION 41 APPENDIX D: ELECTRIC DSM REPORT TO CEC 42 Table 15: CEC Required Submission on Electric Energy Efficiency Results 42 APPENDIX E: STATE AND CITY MANDATES CONTROLLING PROGRAM GOALS AND IMPLEMENTATION 43 Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 6 of 44 Executive Summary The City of Palo Alto Utilities (CPAU) is pleased to issue this annual report of the energy efficiency and water conservation activities, also called Demand Side Management (DSM), completed in Palo Alto during the Fiscal Year ending June 30, 2012 (FY 2012). CPAU is committed to supporting environmental sustainability through reduced consumption of electric, gas and water resources. This is accomplished through the ongoing delivery of innovative cost-effective customer programs, services and incentives. This annual report provides:  Electricity and natural gas energy efficiency (EE) program goals, savings and expenditures;  Locally-sited solar photovoltaic and water heating system generation totals and program expenditures;  Mandated water efficiency program goals, savings and expenditures;  Brief update on the efficiency potential and goal setting process;  Energy and water program descriptions; and  Electric efficiency results submitted to the California Energy Commission (included as Appendices). HIGHLIGHTS OF THE PAST YEAR When the DSM goals were last set, there was a substantial increase in the electric, natural gas and water savings goals. Programs were added and marketing efforts increased to meet these goals. Highlights for FY 2012 include:  Completion of a significant industrial project at the one large data center in town, resulting in major electric savings. Unfortunately, these savings are not easily replicable, as there are no other similar facilities in Palo Alto.  Continued delivery of the Home Energy Reports to about 19,000 residential customers. Each customer received a mailed and/or online report comparing individual electric and natural gas usage with a group of 100 similarly sized, occupied homes.  Addition of a loan program for residents installing efficient home comfort equipment.  Continued promotion and education about innovative technologies, such as various types of ENERGY STAR certified LED lights. GOALS VERSUS ACHIEVEMENTS Electric The Ten-Year Electric EE Plan adopted in 2010 set a cumulative goal to reduce electric consumption by 7.2% as a direct result of utility programs by 2020. Only savings that are above the minimum efficiency level required by building codes and appliance standards can be counted towards the utility EE goals. In FY 2012, in addition to the increased level in both quantity and quality of programs, there was a once-in-a-lifetime very large EE project implemented at a major customer site, resulting in achieved electric EE savings that are more than double the annual goal. Figure 1: Electric Savings versus Goals (FY 2012 is Gross Savings) 0.00% 0.50% 1.00% 1.50% 2.00% FY 2008 FY 2009 FY 2010 FY 2011 FY 2012*FY 2013 Electric Annual Savings Goal Savings Achieved Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 7 of 44 Gas The Ten-Year EE goal for natural gas is a reduction in expected gas use of 5.5% by 2020. This reduction is program-driven and must come on top of what reductions may naturally occur. The new Hospitality program helped to increase the level of participation in programs by hotels. In addition, Home Energy Reports contributed to significantly greater gas savings. Figure 2: Gas Savings versus Goals Water The 2010 Urban Water Management Plan includes water reduction goals of 20% by 2020,. Water programs were much more successful this year. Intensive direct marketing by Key Account Representatives helped many more businesses take advantage of conservation programs, such as water audits, process improvements and plumbing retrofits. Figure 3: Water Savings versus Goals ENERGY AND WATER EFFICIENCY AS A RESOURCE CPAU is committed to identifying and achieving all cost-effective energy and water efficiency that are less expensive than supply-side resources. The table below summarizes purchase costs for supply and efficiency on a unit basis by commodity. Table 1: Supply and Efficiency Costs Per Unit Costs FY 2010 FY 2011 FY 2012 Future Effic. Effic. Effic. Supply Water $/CCF $ 3.07 $3.83 $3.89 $ 4.77 Gas $/therm $0.408 $0.73 $0.56 $ 0.70 Electric $/kWh $0.0638 $0.058 $0.037 $ 0.09 PLANS FOR THE FUTURE During FY 2013, current contracts for the administration and delivery of the Solar Water Heating Program, the Home Energy Reports and PaloAltoGreen will end. Staff is reviewing innovative ways to continue to promote customer voluntary involvement in DSM Programs. Also, per legislative mandate, the Ten-Year Electric and Gas EE goals for 2014 to 2023 will be updated during FY 2013. 0.00% 0.20% 0.40% 0.60% 0.80% FY 2008 FY 2009 FY 2010 FY 2011 FY 2012 FY 2013 Gas Annual Savings Goal Savings Achieved 0.00% 0.50% 1.00% 1.50% FY 2008 FY 2009 FY 2010 FY 2011 FY 2012 FY 2013 Water Annual Savings Goal Savings Achieved Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 8 of 44 DEMAND SIDE MANAGEMENT PROGRAM PORTFOLIO Demand Side Management (DSM) programs help customers reduce water, natural gas and electricity usage by providing incentives for efficiency improvements, promoting behavior modifications and promoting on-site renewable generation. OVERALL PORTFOLIO GOALS o Meet or exceed Council-approved usage reduction goals. o Encourage all customer classes to reduce resource use in cost-effective, convenient ways. o Promote testing, evaluation and implementation of innovative technologies and program designs through demonstration projects and pilot programs. o Enhance program marketing to harder-to-reach customers, such as small businesses, renters and low-income residents. o Engage in ongoing program evaluation and incorporate identified improvements. o Provide comprehensive programs through increased coordination with the requirements, programs and services of other City departments and outside agencies. PROGRAM DEVELOPMENT GUIDELINES Evaluate overall cost-effectiveness--program cost-effectiveness may be based on savings from a single commodity or on the combined impact of multiple commodity savings. Less cost-effective promotions can be appropriate for limited times as a means to expose customers to more expensive emerging technologies (e.g. LED lighting). Design program parameters to be as compatible as possible with those in surrounding communities—regional design similarity lessens confusion for customers and contractors. Target low-income customers—encourage greater involvement with services, such as free direct installations. Do not offer incentives for equipment which solely adds to the resource load—e.g. no rebates are offered for new air conditioners installed where none existed previously. Balance program funding for residential and non-residential customer classes in proportion to their relative consumption levels. However, all customer classes should be offered some level of financial incentives, psychological motivation and education on technology benefits. Screen programs for effectiveness and adjust budgets annually to optimize methods for achieving goals. Reassess long-term efficiency potential every three years. Monitor and evaluate developing technologies and external market activities, which promote efficiency and incorporate them into program design, as appropriate. Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 9 of 44 PROGRAM PERFORMANCE DSM GOALS AND ACHIEVEMENTS As shown in Table 2, achievements in all three utilities are above targets. The electric utility benefited from a very large datacenter upgrade from the one such facility in town. This achievement is not easily replicable due to the unique nature of the savings. The natural gas utility gained over 50% of its savings from high residential response to the Home Energy Reports. Water programs benefited from increased water audits, one large process improvement and plumbing retrofits. As has been the case for the past few years, the Solar Water Heating program is not meeting the program target of 500 residential systems and 100 pool heating systems. CPAU is mandated by California law (AB 1470; 2007) to offer this program, but solar water heating is still not cost- effective due to depressed natural gas prices in the past few years. State law also disallows utility rebates for solar pool systems. Solar electric (or PV) programs, on the other hand, remain on target, particularly for residential installations. The residential portion of the program reached the end of its original 10 blocks this year; however, since small commercial customers were not installing PV systems at a high rate, some of this funding was transferred to the residential group to allow two additional rebate blocks. Table 2: Goals versus Achievements Commodity Goals- Savings % of Load FY 2012 Gross Achieved Savings Gross Achieved % of Load Electricity 0.65% 14,807,235 kwh 1.52% Natural Gas 0.45% 220,883 therms 0.73% Water 0.91% 55,607 ccf 1.09% Renewable FY 2012 Solar Electric/PV 7,000 kW for 10 years 3,435 kW since 2001 388 kW Solar Water Heating 30 Systems 41 systems since 2008 7 systems GREENHOUSE GAS EMISSIONS REDUCTION The City’s Climate Protection Plan counts on CPAU’s electric and natural gas efficiency goals to meet its sustainability goals. As seen in the table below, CPAU significantly exceeded the electric efficiency goal, but made more limited progress in other areas, primarily because natural gas upgrades are more expensive and have longer payback periods. This is particularly the case for solar water heating. Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 10 of 44 Table 3: Greenhouse Gas Emissions Reduction Program 2020 Goal CO2 Tonnes Reduced 2012 Cumulative Actual CO2 Tonnes Reduced Electric Efficiency 15,800 13,376 Solar Electric (PV) 3,800 1,568 Natural Gas Efficiency (includes Solar Water Heat) 8,800 3,269 ENERGY AND WATER EFFICIENCY AS AN ALTERNATIVE SUPPLY RESOURCE Improved efficiency can be considered an alternative “supply resource” because, by reducing the demand for a commodity, the cost of buying expensive additional supplies can be avoided. In FY 2012, based on the projected program budget and savings, CPAU’s levelized cost for electric and gas energy efficiency was just under 3 cents/kWh and 60 cents/therm, respectively. Energy Efficiency will become more expensive in the future, particularly on the electric side, as building codes and appliance standards increase the “baseline” technology used for counting efficiency savings. In previous years, business lighting upgrades made up at least 40% of overall electric efficiency portfolio, for example. By 2023 this extremely cost-effective program will be removed as the baseline for utility efficiency programs. New technologies coming into the market remain expensive and do not have the wide reach and benefit that business lighting has had. However, by comparison to new renewable energy purchases, energy efficiency remains a cheaper alternative for the City. Table 7 shows how efficiency has historically compared to expected future supply. Note that costs for efficiency are very low this year, particularly for electricity and water, due to the extremely high savings from one customer project in each utility. Table 4: Supply and Efficiency Costs Per Unit Costs FY 2010 FY 2011 FY 2012 Future Efficiency Efficiency Efficiency Supply Water $/CCF $ 3.07 $3.83 $3.89 $ 4.77 Gas $/therm $0.408 $0.728 (adj) $0.56 $ 0.70 Electric $/kWh $0.0638 $0.056 $0.037 $ 0.09 EFFICIENCY POTENTIAL, REPORTED SAVINGS & VERIFICATION Palo Alto has provided efficiency services for decades to local residents and businesses. However, the portfolio has become increasingly complex, broad based and well documented since the 1990’s. After SB1037 was passed in 2005, CPAU began enhancing its tools for identifying efficiency potential, reporting program savings and verifying these savings. Due to state law and available joint action groups’ capabilities in this area, the electric utility has the most Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 11 of 44 sophisticated models for reporting; however, all three utilities have carefully developed goals and thoroughly reviewed results for reporting. On the electric side, KEMA, Inc. (KEMA) and Energy and Environmental Economics (E3) have provided public power with the expertise to develop resources that allow all California publicly owned utilities (POUs) to measure energy efficiency program effectiveness and to report program savings in a consistent and comprehensive manner. The E3 Reporting Tool is a sophisticated Excel spreadsheet model used to report the results of utility electric energy efficiency programs. The model contains a database of around 250 unique energy savings measures. The 2010 E3 Reporting Tool was used to report program results for this year. Efficiency Potential Development Energy Program Potential: The California Energy Efficiency Resource Assessment Model (CalEERAM) is an energy efficiency potential model developed to estimate the technical, economic and market electric and natural gas efficiency potential for a utility’s service area. CalEERAM was developed by Navigant Consulting under contract with Northern California Power Agency (NCPA) in 2009 and was used to establish the 2011 to 2020 electric and gas efficiency goals by NCPA members. The model forecasts electric and natural gas savings, as well as the demand reduction potential within the residential, commercial and industrial sectors for the next 10 years. CalEERAM accounts for energy efficiency measure impacts and costs, utility customer characteristics, utility load forecasts, historical adoption of efficient technologies, utility avoided costs and rate schedules. The model utilizes a “bottoms-up” approach in that the starting points are the study area building stocks and equipment saturation estimates, forecasts of building stock decay and new construction, energy efficiency technology data, past energy efficiency program accomplishments and decision maker variables that help drive the market scenarios. CalEERAM estimates energy efficiency potential for three perspectives for electricity and natural gas:  Technical Energy Efficiency Potential represents the amount of energy efficiency savings that could be achieved when not considering economic and market barriers, such as customers’ lack of awareness or willingness to install energy efficiency measures. Technical energy efficiency potential estimates, while not realistically obtainable, are used to establish the outer boundary of what could be achieved through energy efficiency programs.  Economic Energy Efficiency Potential represents the portion of the technical energy efficiency potential that is “cost-effective,” from a societal perspective, as defined by the Total Resource Cost (TRC) test. Economic potential does not consider market barriers that limit a voluntary utility efficiency program’s success in encouraging customers to install energy efficiency measures.  Achievable Energy Efficiency (Market) Potential is an estimate of the portion of the economic energy efficiency potential that could be attributed to a utility energy efficiency program, recognizing the effect of a limited set of market barriers. Market energy efficiency potential is modeled to vary with specific parameters, such as the magnitude of Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 12 of 44 measure incentives and customer awareness and willingness to adopt energy efficient measures. Staff is currently working with Navigant Consulting to update the CalEERAM to revise the ten-year electric and gas efficiency goals for 2014 to 2023. The new model explicitly accounts for the efficiency savings attributed to Building Codes and Appliance Standards (Codes & Standards) upgrades, beginning in 2014. Upgrades to Codes & Standards prior to 2014 are also accounted for in the technical potential, but are not shown in the model results. Changes to federal standards as mandated in the Energy Independence Act of 2007 for room air-conditioners, dishwashers, clothes washers and water heaters will take effect between 2013 and 2015. Within California, AB 1109 (2007) has a phased-in schedule for lighting efficiency, requiring reduction in lighting energy usage for indoor residential application by no less than 50%, as well as a 25% reduction for commercial facilities by 2018. Energy savings attributed to Codes & Standards are excluded from the energy efficiency potential for CPAU. Figure 4 below shows the impact of Codes & Standards on the market potential. In the absence of Codes & Standards, the market potential for electric efficiency in year 2023 would be approximately 85,000 MWh. Given the reality that Codes & Standards change the benchmark baseline for efficiency savings calculations, the actual market potential in 2023 is estimated at 60,000 MWh. Figure 4: Impact of Codes & Standards on CPAU’s cumulative market potential for electric efficiency Water Program Potential It is the goal of the City to continue to look for opportunities, innovative technologies, and cost- effective programs that best utilize the water conservation budget. The City has been working with other Bay Area Water Supply and Conservation Agency (BAWSCA) members, the Santa Clara Valley Water District (SCVWD) and other water agencies in the Bay Area to investigate methods Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 13 of 44 for regional implementation of certain Best Management Practices (BMPs). In 2002, the City entered into an agreement with SCVWD to cost-share the development and implementation of water conservation programs. Prior to 2002, the City offered several of the conservation programs in-house, or encouraged residents and businesses to participate in the programs offered county- wide by SCVWD. As part of the overall efforts to comply with the California Urban Water Conservation Council’s BMPs, the City and SCVWD have partnered over the last ten years to promote and cost-share water conservation programs for Palo Alto customers. The City also continues to evaluate opportunities for program partnership opportunities with BAWSCA and other regional alliances. These water efficiency measures were evaluated as a group for effectiveness towards achieving the water reduction goals necessary for compliance with State law mandating a 20% reduction in water use by 2020 (SBx7‐7). Table 5 below shows the actual savings in 2010 and forecasted savings until 2030. Implementation costs include per unit and administrative costs to CPAU and any of its cost-sharing partners. Table 5: Water Demand Management Measure Savings from 2010 Urban Water Management Plan 2010 2015 2020 2025 2030 Total Water Savings in Millions of Gallons Per Day (MGD) 0.37 0.97 1.47 1.62 2.02 Cumulative Savings as a Percent of Water Demand 2% 7% 10% 11% 13% Utility implementation costs are expected to decline over time as the number of new participants in current conservation and efficiency programs decreases. Participation is expected to decrease with market saturation of efficient devices that will become the standard option for consumers. As with electricity and natural gas, state and local building and plumbing codes continue to mandate increased efficiency standards for indoor and outdoor water use in new construction and renovated properties. For these reasons, a number of conservation incentives will either become unnecessary or will no longer be cost-effective to implement. While participation in the water efficiency programs is expected to decline over time, staff will annually evaluate conservation program offerings, including the introduction of new measures that will assist in meeting State and City water reduction goals. Electric Efficiency Program Savings Report to California Energy Commission (CEC)—CPAU annually prepares a report for the CEC detailing electric efficiency program success compared with other publicly owned utilities’ (POUs). In 2011, KEMA prepared a summary of the medium-sized POUs—in other words, the largest 12 in the state except for Los Angeles and Sacramento. Historical electric efficiency achievements and future goals are shown in Figure 5 below. Unfortunately, this information is not available for natural gas and water utilities. Palo Alto’s electric efficiency achievements and goals are relatively similar to most other utilities. Note that two utilities—Pasadena and Truckee—had community-wide blitzes promoting CFLs (Compact Fluorescent Lights) that skewed their results. Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 14 of 44 Figure 5: “Top 12” POU Electric Efficiency Achievements and Goals, prepared for CEC; July 2011 CPAU’s EE goals have historically continued to increase, and, to date, programs have kept up with these higher targets. The 2010 Ten-Year Electric EE Plan’s cumulative objective of saving 7.2% by FY 2020 must be reached as a direct result of utility programs. As discussed above, these active savings are on top of the substantial savings that occur when consumers buy code- compliant equipment. In developing the upcoming efficiency potential for the period 2014 through 2023, a fairly large percentage of energy savings is no longer reportable by the utility, but is attributed to Codes & Standards. This does not include the significant impact of previous changes to Codes & Standards, such as the requirements to phase out 100 watt incandescent light bulbs or the long history of increasing appliance efficiencies. CPAU’s savings goals and achievements as a percentage of sales are shown in Table 9 below. Table 6: Electric Savings versus Goals Year Annual Savings Goal Savings Achieved FY 2008 0.25% 0.56% FY 2009 0.28% 0.47% FY 2010 0.31% 0.55% FY 2011 0.60% 0.58% (adj.) FY 2012 0.65% 1.52% (Gross) 1.37% (Net) FY 2013 0.70% In progress Electric Energy Efficiency Savings as % of Annual Electric Sales 0.0% 0.5% 1.0% 1.5% 2.0% 2.5% Anaheim Burbank Glendale IID Modesto Palo Alto Pasadena Riverside Roseville SVP Truckee Turlock % o f T o t a l S a l e s 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 Solid colors indicate historical data. Hatches on the bars are future goals. Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 15 of 44 Gas Efficiency Program Savings CPAU’s ten-year energy efficiency goal for natural gas is reduce gas use by 5.5% by 2020. Again, this reduction goal is program-driven and must come on top of reductions that may naturally occur. CPAU’s savings goals and achievements as a percentage of sales are shown in Table 7 below. The future potential for gas EE savings is also being affected dramatically by increases to federal and state codes and standards, so future years are likely to have lower savings achievement to report. Table 7: Gas Savings versus Goals Year Annual Savings Goal Savings Achieved FY 2008 0.25% 0.11% FY 2009 0.28% 0.28% (adj.) FY 2010 0.32% 0.35% FY 2011 0.40% 0.55% FY 2012 0.45% 0.73% FY 2013 0.50% In progress Water Savings The 2010 Urban Water Management Plan includes a per capita water use reduction goal of 20% by 2020 from a historical benchmark year (average use of years 1995 to 2004). CPAU’s savings goals and achievements as a percentage of sales are shown in Table 8 below. Note that water savings were high this year due to a one-time process improvement at a major customer site and greater involvement in programs by local businesses. Table 8: Water Savings versus Goals Year Annual Savings Goal Savings Achieved FY 2008 0.34% 0.72% FY 2009 0.34% 0.98% FY 2010 0.34% 1.35% FY 2011 0.90% 0.47% FY 2012 0.91% 1.09% FY 2013 0.91% In progress Verifying Program Results (Independent Evaluation) State law (AB 2021; 2006) requires all POUs to report annually on the results of an independent evaluation, measurement and verification (EM&V) of electric energy efficiency results. CPAU has completed numerous independent EM&V studies since 2008. Documents are available for review at http://www.ncpa.com/energy-efficiency-m-v-reports.html, with new reports posted to the same URL as they become available. Latest reports are also on the City’s website at http://www.cityofpaloalto.org/gov/depts/utl/about/reports.asp Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 16 of 44 Results from the EM&V studies (both impact and process) provide staff with feedback to improve program effectiveness. These evaluations are not required for natural gas or water programs; however, CPAU does complete natural gas EM&V studies along with the required electric analyses. These reports are also used to assist in program updating and improvement. CUSTOMER-SIDE RENEWABLE GENERATION CPAU offers programs which provide incentives for customers to install both solar photovoltaic (PV) and solar water heating (SWH) systems. Both programs are governed by state law in regard to development, implementation and administration. These customer-side generation systems are not included in the utility’s Renewable Portfolio Standard (RPS) supply requirements. As Table 12 indicates, the number of SWH systems installed has been consistently below target, especially during the last two fiscal years, when the recession meant that fewer customers were able to make large capital improvements to their homes and/or businesses. This reduced level has continued even though the cost to actually install systems, especially PV, continues to fall and payback periods improve. Figure 6: Customer-Side Photovoltaic Energy Program Achievements versus Goals Total KW Goal is 7,000 kW; Achievements to date are 3,435 kW 0 500 1000 1500 2000 2500 3000 PV Goal KW PV Systems PV Generation kW FY2012 FY2011 FY2010 FY2009 Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 17 of 44 Figure 7: Solar Water Heating Program Achievements versus Goals Total Goal is 300 Systems; 41 to date INCENTIVE PROGRAM EFFICIENCY ACHIEVEMENTS FY 2012 achievements for selected CPAU incentive and educational programs are in Table 13. Table 9: Efficiency Achievements by Program EE Savings by Program Gross Annual Energy Savings (kWh) % Therms % CCF % COM-Com. Advantage 2,311,377 15.61% 23,701 10.73% COM-Right Lights 3,381,531 22.84% 0.00% RES-Home Energy Report 955,000 6.45% 110,764 50.15% RES-REAP Low Income 167,564 1.13% 12,295 0.00% RES-Smart Energy 405,858 2.74% 18,383 13.89% RES-Water Programs 91 0.00% 0.00% 12,662 23% GEN-Gen T&D 367,000 2.48% 0.00% COM--Water Programs - 0.00% 6,514 2.95% 42,405 77% COM-Enovity* 6,434,592 43.46% 40,223 18.21% COM-Keep Your Cool 165,196 1.12% 0.00% COM-Hospitality 619,027 4.18% 9,004 4.08% Total 14,807,235 100% 220,883 100% 55,067 100% Net of Free Riders (Electric) 12,668,792 *Note that the Enovity savings about are three times expected due to the one-time and unique large project at a major customer site. 0 20 40 60 80 100 120 140 SWH System Goal SWH System Achieved FY2012 FY2011 FY2010 FY2009 Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 18 of 44 ELECTRIC EFFICIENCY SAVINGS & PROGRAM COSTS ELECTRIC SAVINGS IN PALO ALTO BY END USE Business customers use the vast majority of electricity in Palo Alto, so it is no surprise that business efficiency program savings represent about 90% of CPAU’s total electric efficiency savings. The programs with the greatest impact this year came from three sources: business lighting (about 31% of the total), business process (primarily the datacenter project at 22% of total savings) and business heating, ventilation and air conditioning or HVAC (also primarily from the datacenter project at 19% of total savings). The residential programs with the greatest impact include the Home Energy Reports (HERs), at about 8% of total savings and residential lighting, at 2% of the total portfolio savings. More information on the HERs, including implementation and savings verification, is detailed in Appendix D. Figure 8: Palo Alto Percentage of Electric Efficiency in 2012 by End Use ELECTRIC EFFICIENCY EXPENDITURES The largest fraction of expenditures in the electric efficiency budget are for third party administered contracts and rebates. Some of these contracts, particularly for those targeting Res. Appliance 1% Res. Light 2% Res. Other 2% Bus. Comprehensi ve 28% Bus. Process 29% Bus. Refrigeration 3% Bus. Shell 3% Bus. HVAC 24% Home Energy Report 8% FY2012 Electric Savings in kWh by End Use Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 19 of 44 hard-to-reach groups (Residential Energy Assistance Program and Right Lights+), include rebate payment as a part of the program administration. This arrangement tends to make the contract costs appear more costly than CPAU-administered custom incentive payments. Costs, for in- house salaries, marketing, customer education and other types of expenses, are the smallest segment of program budgets. Three programs, Solar Water Heating, Right Lights+ and the Business Zero Interest Efficiency Loan Program, were partially paid for out of supply funds. The contractor for Evaluation, Measurement and Verification (EM&V) was also paid from supply funding. The remainder of the funding for electric efficiency programs came from the mandated Public Benefit Charge, which is set at 2.85% of the customer retail rate. The majority of the Public Benefit funds are spent on efficiency programs; however, some funding also goes to renewable energy projects, researching innovative technologies and low income efficiency programs. By Funding Source and Expense Type Table 10: Expenditures in Electric Efficiency by Funding Source and Type of Expense FY 2012 Direct Rebates 3rd Party Contracts Other (Includes EM&V and Other) Total* PBC Portion $1,873,259 $1,259,775 $925,000 $4,058,034 Supply Portion $484,141 $329,225 $ 0 $813,366 Total $2,357,400 $1,589,000 $925,000 $4,871,400 *Includes about $1,000,000 in PV rebates. GAS EFFICIENCY SAVINGS & PROGRAM COSTS NATURAL GAS SAVINGS BY END USE Home Energy Reports produced 51% of CPAU’s reported gas efficiency program savings. It is likely that gas savings are easily achieved by customer behavioral changes, such as increasing thermostat set points. These savings are not expected to continue from year to year and are given an expected useful life of only one year. In its first year of implementation, the Home Energy Report (HER) program resulted in average savings of 2.1% of all recipients, which is rounded to 2% conservatively, as reported by the program contractor (Opower). More information on the HER program implementation and energy savings verification process is detailed in Appendix C. Business Heating, Ventilating and Air Conditioning (HVAC) resulted in an additional 31% of savings. Residential heating provided 3% of total savings, and residential water heating provided 2% of total program savings. While residential water heating has a high gas savings potential, actual savings are typically low primarily because residents are reluctant to pull permits when replacing water heaters, so CPAU cannot count the savings. As a City department, CPAU must require permits for rebate payment. Also, there are a very limited number of models of high efficiency water heaters available through retail channels and contractors. CPAU continues to review ideas to improve the residential uptake of efficient furnaces and water heaters, including Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 20 of 44 adding an interest-free loan program this year. The program is managed through the Electric and Gas Industries Association and is coordinated with local contractors. Figure 9: Percentage of Natural Gas Efficiency for FY 2012 by End Use GAS EFFICIENCY PROGRAM COSTS The majority of gas savings during FY 2012 came from residents who participate in the Home Energy Reports (HERs). For rebate programs, the highest level of savings came through a large business efficiency program administered by Enovity. By Funding Source and Expense Type Table 11: Expenditures in Gas Efficiency by Funding Source and Type of Expense FY 2012 Direct Rebate Contracts (includes Direct Install Low Income) Other (Includes EM&V and Other) Total PBC Portion $95,103 $393,077 $125,000 $613,180 Supply Portion 0 $60,923 0 $60,923 Total $95,103 $393,077 $125,000 $613,180 Res. Appliance 1% Res. Boiler/Heat 1% Res. Shell 4% Res. Water Heat 1% Bus. HVAC 15% Bus. Water Heat 54% Res. Home Energy Reports 24% FY 2012 Gas Savings in Therm by End Use Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 21 of 44 WATER EFFICIENCY SAVINGS & PROGRAM COSTS WATER SAVINGS BY END USE Business programs made up the largest percentage of water use efficiency savings for FY 2012. In particular, one large process project at a major industrial site accounted for 77% of the total savings in this fiscal year. Figure 10: Percentage of Water Efficiency for FY 2012 by End Use WATER EFFICIENCY EXPENDITURES By Funding Source and Expense Type Table 12: Expenditures in Water Efficiency by Funding Source and Type of Expense FY 2012 Direct Rebates Third Party Contract* Other (Includes In- house Admin) Total Public Benefits $77,000 $120,000 $178,000 $375,000 Supply Resources $0 $0 $0 $0 Total by Type $77,000 $120,000 $178,000 $375,000 *Includes rebates paid by SCVWD program directly to customers (numbers are rounded) Res. Appliance 7% Res. Audit 6% Res. Landscape 3% Res. Plumbing 7% Bus. Audit 27% Bus. Landscape 1% Bus. Plumbing 24% Bus. Process 25% FY2012 Water Savings in CCF by End Use Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 22 of 44 CURRENT CUSTOMER DSM PROGRAMS The programs offered by CPAU are designed to assist all customer groups achieve savings on electricity, natural gas and water in cost-effective manners. Programs are designed to achieve results through a wide variety of both common and more innovative, harder to reach technologies. RESIDENTIAL CUSTOMERS Educational Programs and Workshops A variety of educational programs and workshops are held throughout the year. Typically, residential workshops on water and energy programs occur in the spring near Earth Day and in the “Summer Workshop Series.” Facility manager workshops are held about three times per year for large business customers. In addition, customers receive monthly emailed newsletters on a variety of efficiency matters. Green@Home CPAU offers free in-home audits through a program coordinated by Acterra, a local, non-profit, volunteer environmental organization. At the end of the audit, participants receive personalized efficiency tips along with simple efficiency-improvement items including CFLs, faucet aerators and home energy monitors (for larger consumption customers). www.acterra.org/programs/greenathome Home Energy Reports CPAU provides City residents with individualized reports comparing their home energy use with that of 100 similarly sized homes with the assistance of the contractor OPOWER. A web portal also offers tips and suggestions on reducing electric and natural gas usage. www.cityofpaloalto.org/HomeEnergyReports Loan Program Coordinating with industry leader, Electric and Gas Industries Association (EGIA) and local contractors, CPAU began offering interest free loans to residents installing qualifying efficiency and home comfort measures. The program began in January 2012, and EGIA worked extensively with contractors to get them signed up in the program and trained on its processes. The first loan was not completed until August 2012. It was to a low income housing provider for circulating pumps in the hot water system. www.egia.org/PaloAlto Residential Energy Assistance Program (REAP) The City provides low-income residents---at no cost---home lighting and heating system upgrades as well insulation for walls and roofs and weather-stripping for doors and windows. www.cityofpaloalto.org/LowIncome Smart Energy Program The City gives financial rebates to residents who install energy efficient appliances and equipment in their homes or on their property. Among these are home heating and cooling systems (HVAC), insulation, water heaters, pool pumps and power strips. Palo Alto pays rebates to customers who have their older model, inefficient refrigerators and freezers recycled through a City program. Additionally, the City sponsors various time-sensitive programs to encourage consumers to install Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 23 of 44 Compact Fluorescent Light (CFL) and Light Emitting Diode (LED) bulbs and fixtures, including LED holiday lights. www.cityofpaloalto.org/SmartEnergy Water Programs Through a partnership with the Santa Clara Valley Water District (SCVWD), Palo Alto provides residents with programs to improve their water use efficiency. These programs include free indoor and outdoor home water surveys, as well as rebates for toilets, clothes washers, landscape conversions, irrigation hardware upgrades and weather-based irrigation controllers. www.cityofpaloalto.org/ResiWater Residential New Construction Rebate Program CPAU offers a financial incentive to encourage residents to exceed minimum building efficiency codes when constructing a new home. Rebates are available for exceeding Title 24 energy efficiency standards by at least 20%. BUSINESS CUSTOMERS Commercial Advantage Program Business customers are offered rebates for many types of equipment, including the following: installing lighting upgrades, wall and ceiling mounted motion sensors, LED exit signs, boilers, pipe insulation, variable frequency drives, computer power management software, night covers for refrigerated display cases, anti-sweat heater controls for coolers/freezers, auto-closers for cooler doors, window film, and custom electric and natural gas saving projects. www.cityofpaloalto.org/CommercialAdvantage Commercial and Industrial Energy Efficiency Program Large businesses can get assistance with building commissioning services from the contractor Enovity. This assistance includes reviewing lighting and heating/cooling systems and their operating specifications. Customers are then helped in obtaining rebates for replacing chillers, controls, linear fluorescent lighting, occupancy sensors, boilers and insulation. www.cityofpaloalto.org/CIEEIP Commercial and Industrial Water Program CPAU partners with the SCVWD to provide non-residential customers with free landscape irrigation audits and direct installation of high-efficiency toilets. Rebates are available for clothes washers, facility process improvements, landscape conversions, irrigation hardware upgrades and weather-based irrigation controllers. CPAU also offers a free indoor water survey program.www.cityofpaloalto.org/ComWater Keep Your Cool Commercial kitchens can receive a free, no-obligation, inspection of commercial refrigerators and coolers to evaluate their efficiency. Generous cash incentives are available to make efficiency upgrades affordable for a variety of motors, lighting and process equipment. www.cityofpaloalto.org/CommercialPrograms Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 24 of 44 Hospitality Program Rebates and assistance are offered to hotels through the third-party administrator Synergy on a variety of efficiency measure installation, including lighting, HVAC tune-ups, exit signs and combination occupancy sensors and system operating controls for lighting, air conditioning and plug loads that reduce power use when rooms are unoccupied. www.cityofpaloalto.org/CommercialPrograms Labs Efficiency This program, implemented by third-party administrator Willdan Energy Solutions, targets research facilities and labs to provide assistance with reviewing systems and their operating specifications for potential savings opportunities, as well as implementing the recommended retrofits. www.cityofpaloalto.org/CommercialPrograms New Construction Assistance Architects and businesses are trained in how to achieve efficiency savings in Palo Alto. Businesses going through the permitting process get assistance from the contractor BASE Energy with making upgrades to their systems and obtaining rebates for this energy savings. www.cityofpaloalto.org/CommercialPrograms Palo Alto Clean This is a program for large solar installations to sell solar generated electricity directly to the utility at a fixed price over a long term. This is called a “CLEAN” or Feed In Tariff (FIT) program. http://www.cityofpaloalto.org/gov/depts/utl/business/sustainability/clean.asp Right Lights+ Program Through this program provided by the third party administrator, Ecology Action, small businesses receive extra assistance in implementing efficient equipment. Small business customers can request onsite audits and efficiency rebates on a variety of lighting, sensors and commercial kitchen upgrades, in addition to door gaskets, LED exit signs, vending machine controls, strip curtains for coolers and freezers, as well as customized projects. www.rightlights.org Vending and Cool Miser Direct Installation SBW Consulting, Inc. installs vending and cooler misers at no charge on cold beverage vending machines located at businesses in Palo Alto. Water Efficient Technologies (WET) Direct Install Program Through SBW Consulting, Inc., CPAU also offers direct installation of low-flow shower heads, faucet aerators and pre-rinse spray valves free of charge to businesses in Palo Alto. www.cityofpaloalto.org/ComWater Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 25 of 44 Zero Interest Loan Program This program provides businesses with no-interest loans to install electric energy efficient equipment. Loans can be up to 5 years in length and for between $5,000 and $50,000. The program is provided in partnership with QUEST. Five loans have been given out to date, for a total of $85,000. www.cityofpaloalto.org/CommercialFinancing ALL CUSTOMERS Green Building Program The Green Building Program places requirements on getting a building permit issued based on a project’s scope of work. The program mandates that all new construction achieve 15% energy savings beyond that required by the state energy code, and provides financial incentives to achieve additional savings for projects that exceed those minimum requirements. The program requires all non-residential renovation costing more than $100,000 to obtain an ENERGY STAR® Portfolio Manager Rating from the U.S. EPA, allowing an owner or property manager to track future energy and water consumption of the building project. The applicant inputs utility data and receives an energy score on a scale of 1 to 100, relative to similar buildings nationwide. The program requires all residential renovations with a cost of more than $100,000 to obtain a California Whole-House Home Energy Rating (HERS II) developed by the California Energy Commission. This rating provides on-site evaluation of the energy performance of the home and offers analysis of the cost-effectiveness of potential energy efficiency improvement projects. Both residential and commercial utilities customers who exceed Green Building Program requirements when going through the permit process for new construction are eligible to receive incentive payments. The Planning and Utilities Departments coordinate the customer application and payment processes. www.cityofpaloalto.org/GreenBuilding PaloAltoGreen Residents and businesses that are willing to pay a small price premium can offset their own home or business electric use with 100% renewable energy. This program is currently being reviewed for a major overhaul, with an emphasis on local solar installations, as the City moves toward a climate neutral electric portfolio. www.cityofpaloalto.org/PAGreen PV Partners This program provides rebates to businesses and residents who install solar electric (or photovoltaic/PV) systems and then “net meter” their usage. www.cityofpaloalto.org/PVPartners The City also has a program for large solar installations to sell solar generated electricity directly to the utility at a fixed price over a long term. This is called Palo Alto CLEAN, a Feed In Tariff (FIT) program. http://www.cityofpaloalto.org/gov/depts/utl/business/sustainability/clean.asp Solar Water Heating Incentives are provided to businesses and residents installing solar water heating for domestic use. Solar water heating systems for pools, spas, or space heat are not eligible. The contract for Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 26 of 44 this program provider ends early in Calendar 2013, and staff is looking at longer term options to deliver a program that is perhaps more cost-effective, thus enabling more customers to install systems. www.cityofpaloalto.org/SWH PROGRAMS IN DEVELOPMENT FOR NEAR-TERM IMPLEMENTATION These programs are all in development for implementation in the next year, pending funding and staffing constraints. Customer Connect This program is a pilot project to test customer response to time of use rates and regular, instant feedback on energy use. http://www.cityofpaloalto.org/gov/depts/utl/residents/programs/customer_connect_pilot/default.asp ENERGY STAR® Profile Manager Building Automatic Upload for Rating To make it easier for business customers to monitor and evaluate their building’s energy use, this program would allow owners and tenants to request that their energy usage be automatically uploaded from the utility billing system to the Profile Manager database. The most efficient buildings can then receive recognition from ENERGY STAR for performance excellence. This program is being developed and should be available by early 2013. Data is already available to businesses who participate in the program, but data is currently not automatically uploaded into Portfolio Manager. Operational Performance Reviews Following the adoption of the state Green Building Code (CALGreen), the City Planning and Utilities departments are reviewing options for a program to monitor and track the energy and water use of residential and business structures after the completion of construction/permitting processes, to ensure that facilities are operating at their optimal performance level. IDEAS UNDER EVALUATION FOR POTENTIAL IMPLEMENTATION These programs are currently in review for possible implementation in the next two to three years. After review, not all programs will be recommended for approval. Some programs may begin as a pilot project and possibly expand throughout the utility after a period of implementation and review. Multi-Family Incentives This program concept would target apartment and condominium owners or tenants by offering rebates and other assistance to install efficiency improvements. Point of Property Sale Efficiency Requirements This initiative involves researching the legal requirements, administrative process and market acceptance of providing incentives for installation of efficient and water and energy-using equipment at the time of building sale. Such programs are known throughout the state as either Residential or Commercial Energy Conservation Ordinances (also well known as RECO or CECO Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 27 of 44 programs). This program would require significant coordination with other agencies and City departments and is still in early review due to many implementation issues. Thermal Energy Storage Systems Staff is reviewing several options to provide incentives to install the installation of Thermal Energy Storage (TES) systems at commercial facilities in Palo Alto. TES systems allow customers to reduce their energy use at the peak periods by storing energy in ice or chilled water that is made at night. Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 28 of 44 APPENDIX A: PORTFOLIO DETAILS EXPENDITURE HISTORICAL COMPARISON The chart below is a comparison showing how expenditures by type of DSM program (efficiency, key account, research, renewable, etc.) have increased and varied over the years the Public Benefit Fund has been in place. Overall, spending on efficiency has continued to increase, while expenditures on low income programs, administration and key accounts have remained more stable. Renewable energy has varied the most, as customers have taken advantage of rebates more often when the economy has been good and all state, federal and local benefits are greatest. In FY 2012, several hundred thousand dollars were taken from the Public Benefit Reserve (unused funds collected in previous years), for rebates and program administrator fees on a very large efficiency project at the one large datacenter in Palo Alto. Figure 11, DSM Expenditures for all 3 Utilities by Year and by Function Expenditures are outlined in greater detail by utility below. Rounded (and in the case of in-house program costs—estimated) costs are reported by program, differentiating those that pay customer rebates directly versus administrator contract costs (which includes the cost of the efficient DSM Program Expenditures -1,000,000 2,000,000 3,000,000 4,000,000 5,000,000 6,000,000 7,000,000 2011-2012 2010-2011 2009-2010 2008-2009 2007-2008 2006-2007 2005-2006 2004-2005 2003-2004 R&D Efficiency Renewable Energy Low Income Admin Key Accts Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 29 of 44 equipment in the case of direct install programs identified with a plus [+] sign). Other expenses are combined and shown separately from program costs. FY 2012 ELECTRIC DSM PROGRAM EXPENDITURES Table 13: Electric Expenditures by Program by Type of Expense (Includes Efficiency, Low Income and Renewable Programs) Customer Class Program Name Direct Rebates Contract Other Exp.** Annual Cost Residential Smart Energy Rebates $74,000 $0 $100,000 $174,000 Residential Green@Home $0 $45,000 $5,000 $50,000 Residential Refrigerator Recycling+ $0 $25,000 $15,000 $40,000 Residential Lighting Programs $38,000 $10,000 $25,000 $73,000 Residential Low Income (REAP) $0 $94,000 $25,000 $119,000 Residential New Construction $1,400 $25,000 $15,000 $41,400 Residential Home Energy Reports $190,000 $100,000 $290,000 Residential PV Partners $241,000 $15,000 $75,000 $331,000 Residential Solar Water Heating $4,000 $35,000 $15,000 $54,000 Business Com. (CAP) Rebates $223,000 $35,000 $125,000 $383,000 Business Direct Install Measures $0 $80,000 $15,000 $95,000 Business Enovity Large Business $658,000 $280,000 $90,000 $1,028,000 Business Hospitality $51,000 $45,000 $10,000 $106,000 Business Keep Your Cool $22,000 $27,000 $10,000 $59,000 Business Labs $0 $55,000 $25,000 $80,000 Business Loan Program $85,000 $25,000 $10,000 $120,000 Business Right Lights Plus Small Business $365,000 $335,000 $80,000 $780,000 Business New Construction $0 $25,000 $25,000 $50,000 Business Schools Grant $35,000 $5,000 $40,000 Business PV Partners $595,000 $20,000 $75,000 $690,000 All EM&V, Marketing Other $188,000 $80,000 $268,000 Totals $2,357,400 $1,589,000 $925,000 $4,871,400 PBC Portion $1,873,259 $1,259,775 $925,000 $4,058,034 Supply Portion $484,141 $329,225 $813,366 The legend for numbers above--Programs delivered by 3rd party administrators are in bold and italics, while those delivered by in-house staff are not. Includes PV rebates. **Includes in-house staff, marketing and communication, and all other program delivery expenses. Splits between programs in this area are estimates. Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 30 of 44 For comparison purposes two charts showing expenditures in FY 2012 by program area for CPAU and a chart from the California Public Utilities Commission showing where the investor owned utilities expended funds by program area during the period 2010 to 2012. Figure 12: CPAU 2012 Electric Efficiency Expenditures by Program Area Res Audits 1% Res Rebates 7% Res Low Income 3% Res HER 6% Res Ren Energy 8% Bus Rebates 32% Bus Direct Install 24% Bus Loan 3% Bus Grants 1% Bus Ren Energy 15% CPAU Spending in Electric DSM by Program Agricultural 5% Commercial 31% Codes and Standards 1% Emerging Technologies 1% Integrated Demand-Side Management 1% Market Education Outreach 3% New Construction 3% On-bill Financing 1% Retrofit 14% Workforce Education and Training 3% Industrial 12% Residential 25% Figure 13: Investor-Owned Utility (IOU) 2010-12 Energy Efficiency Expenditures by Program Areas Source: Energy Efficiency Groupware Application (EEGA) Expenditures through May 2012 (data download) http://eega.cpuc.ca.gov/Documents.aspx Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 31 of 44 NATURAL GAS ENERGY EFFICIENCY PROGRAM EXPENDITURES Table 14: Natural Gas Expenditures by Program by Type of Expense Customer Class Program Name Direct Rebates Contract Other Exp.** Annual Cost Residential Smart Energy Rebates $66,675 $0 $10,000 $76,675 Residential Low Income (REAP)+ $0 $83,000 $25,000 $108,000 Residential New Construction $0 $0 $0 $0 Residential Home Energy Report* $188,000 $60,000 $248,000 Residential Solar Water Heating $4,315 $35,000 $5,000 $44,315 Business Com. Rebates (CAP) $2,370 $0 $0 $2,370 Business Enovity Large Bus $4,022 $95,000 $10,000 $109,022 Business Hospitality $17,721 $0 $0 $17,721 Business Right Lights Plus Small Business+ $0 $3,000 $0 $3,000 All EM&V and Other $0 $50,000 $15,000 $65,000 Total $95,103 $454,000 $125,000 $674,103 Public Benefit Charge Portion $95,103 $393,077 $125,000 $613,180 Supply Portion $60,923 $60,923 Programs delivered by 3rd party administrators are in bold and italics; those delivered by in-house staff are not. +Third-party administered program includes the delivery of rebates to customers by administrator. **Includes in-house staff, marketing and communication and all other program delivery expenses. Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 32 of 44 Figure 14: CPAU Gas DSM 2012 Spending by Program Area Res Rebates 15% Res Low Income 22% Res HER 50% Res Ren Energy 9% Bus Rebates 0% Bus Direct Install 4% CPAU Spending in Gas DSM by Program Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 33 of 44 WATER CONSERVATION PROGRAM EXPENDITURES* Table 14: Water Expenditures by Program by Type of Expense Customer Class Program Name Direct Rebates Contract Other Exp.** Annual Cost Residential Audits $17,000 $7,000 $24,000 Residential High Efficiency Toilets+ $18,700 $6,000 $24,700 Residential Washing Machines $27,000 $0 $90,000 $117,000 All Landscape and Irrigation Audits $38,600 $10,000 $48,600 Business Indoor Audits $26,000 $20,000 $46,000 $0 Business High Efficiency Toilets+ $19,500 $10,000 $29,500 Business Washing Machines+ $200 $0 $200 Business Direct Install Measures+ $0 $10,000 $10,000 Business Water Efficient Technology+ $50,000 $0 $25,000 $75,000 Total $77,000 $120,000 $178,000 $375,000 Programs delivered by 3rd party administrators are in bold and italics; those delivered by in-house staff are not. Other expenses are estimated by program. Figure 15: CPAU Water DSM 2012 Spending by Program Area Res Audits 7% Res Plumbing 7% Res Appliances 36% Landscape 15% 0% Bus Plumbing 9% 0% Bus Direct Install 3% Bus Process 23% CPAU Spending in Water DSM by Program Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 34 of 44 APPENDIX B: PROGRAM GOALS ELECTRIC EFFICIENCY GOALS To meet both State-mandated and locally-desired goals, in May 2010 the City Council approved the Ten-Year Electric Energy Efficiency (EE) Plan with a goal to reduce electric use by 7.2% by 2020. By law, the Ten-Year Electric EE Plan must be updated and submitted to the CEC every three years. The next update is currently in review by the Utilities Advisory Commission and City Council and is expected to be approved in early 2013. NATURAL GAS EFFICIENCY GOALS The Council approved 10-year Gas Energy Efficiency Proposal on April 4, 2011. This goal was to reduce gas usage by 5.5% by 2020. The next update is currently in review by the Utilities Advisory Commission and City Council and is expected to be approved in early Calendar 2013. WATER EFFICIENCY GOALS The guiding document for the water utility efficiency programs is the 2010 Urban Water Management Plan (UWMP), which establishes goals for calendar rather than fiscal years. This UWMP was approved by City Council on June 13, 2011. The UWMP is updated every five years and outlines the long-term supply and demand-side issues and policies impacting the water utility. The 2010 UWMP includes a per capita water reduction target of 20% by the year 2020 and interim 10% water reduction target by 2015. The UWMP details the measures CPAU will take to reach its water reduction goals. In 2010 the estimated savings from DSM programs as a percent of water demand was 2%. The current goal leading up to the 2015 UWMP is a cumulative savings of 7% over projected water use. CLIMATE PROTECTION PLAN GOALS Separately from therm reduction, the projected greenhouse gas reductions based on these 2007 gas efficiency targets were incorporated into the 2007 Climate Protection Plan. That plan requires the City to reduce its greenhouse gas emissions to 90% of the 2005 level by 2020 and CPAU’s gas efficiency programs are accountable for 7,300 metric tonnes of CO2 reduction in 2020. Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 35 of 44 APPENDIX C: OTHER IMPLEMENTATION ISSUES HOME ENERGY REPORT SAVINGS DEVELOPMENT AND FUTURE POTENTIAL OPOWER’s Home Energy Reports (HER) begin mailings to customers in November 2010. These reports show residents how their electric and natural gas consumption compares with 99 other occupied homes of similar size and heating type in a close area. Recipients included most residents, but customers with very low usage, including net metering or solar PV installations, low income participants and a 1,000 member control group did not receive reports. Due to the small size of Palo Alto’s residential customer base, the control group was smaller than is the case for most of the utilities using HERs. HERs have been used for a number of years at utilities across the country. The utilities implementing HERs typically compare a control group of about 25,000 customers with a “treatment” group of recipients. Differences in usage between these groups during the same time period are compared. The smaller control group resulted in a confidence rate of 90%, as opposed to the more typical confidence rate for HERs of 95%. This approach has been well analyzed throughout the social science field, and the results have been accepted in a number of states at the Public Utilities’ Commission level as verified energy savings. Typically, the savings have ranged between 1.5% to 3% of recipient use. Savings are considered to last between one and three years, depending on the utility. At the end of the first twelve months of the program, Palo Alto usage was analyzed both by OPOWER and by a third party evaluator (Navigant). After the analysis was reviewed extensively, we can say that with a 90% probability the HERs provided just less than 1 million kilowatt hours and just over 100,000 therms in savings for the fiscal year ended June 30, 2012. This is about 6.5% of the total electric savings and 50% of the natural gas achievements for this Fiscal Year which included some extremely large electric projects. It should be noticed that these results are very important in achieving efficiency goals, particularly for the natural gas utility. In developing the future potential for further efficiency savings, the programs become even more important. This is especially the case as current and upcoming state and federal codes and standards upgrades are reducing the ability to count savings from many cost-effective technologies. Since these technologies will be the baseline for sale and installation, CPAU will not in the next few years be able to count savings for a variety of technologies. Others, such as lighting, which have had excellent savings potential, will see major reductions as the baseline models change from incandescent to CFL, T12 to T8 and so on. In the future, expectations are that behavioral programs, such as the Home Energy Report, will be the largest part of our efficiency potential, particularly in the natural gas utility. How Savings are Estimated in Palo Alto Savings from the HERs are determined in a couple of different ways. For the first year, Palo Alto had a 1,000 member control group. The “difference of differences” in energy use between the treatment group and the control group was compared statistically to get estimated savings Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 36 of 44 percentages. Based on the fact that this number fits in very well with documented savings in other California utilities over the long-term and the fact that there was an expressed desire to include as many customers as possible in the program, the control group was eliminated in November 2011. For FY 2012 savings, the savings percentage levels obtained through this study were used. Since natural gas savings in Palo Alto were found to be higher than in the surrounding utility, CPAU plans to use the even more conservative statistical estimates obtained by PG&E in similar, but larger studies for future potential studies and achievement statistics. It should also be noted that when studies are developed to show savings from recipients of the HERs, these verified savings are then further reduced by an “attribution factor.” This factor means that, according to studies done by the CPUC at investor owned utilities in California, about 1/3 of the electric savings (20% from natural gas) from OPOWER recipients is actually attributed to rebate programs, and thus are not included in the Home Energy Report savings estimates. The remaining savings is attributed to the behavior changes, and these are attributed to the HER Program. Electric Reported Savings Using the 1.46% electric savings rate (as confirmed in the FY11 evaluation of the OPOWER program for CPAU), and the forecasted single family electric sales of 162,687 MWh for FY 2012, with a 67% attribution (adopted by the CPUC), and applying a recipient rate of 0.6 (of the 25,000 households in Palo Alto, electric savings are about 955 MWh Natural Gas Reported Savings For the gas side, the usage difference rate between participants and the control group was 2.10%. This is higher than is usually seen in OPOWER programs. As the FY 2012 gas sales forecast for residential households with individual meters was 10,988,507 therms, and applying a gas attribution rate of 80% (as adopted by the CPUC) and the estimated recipient rate of 0.6, the FY 2012 gas savings for the HERs is estimated to be 110,764 therms. In future years, with the control group ended, CPAU will use the lower rate found by PG&E in its study. Report Recipients The Home Energy Reports are being sent to 19,056 customers as of August 2012. This includes residential customers minus net metered customers, low income customers and those who are new to the Utilities Department since last November, when the comparison groups were “recharged” at the end of the control group period. Through August 2012, there have been 283 opt-outs (or less than 1.5%). Only 170 customers have elected to receive the reports by email, even though this option has been advertised extensively in press releases, bill inserts, brochures mailed directly to homes, the Facebook page and so on. According to OPOWER, it is the rule, rather than the exception, that very few customers will sign up for emailed reports. In utilities where all customers get emailed reports, with only a few reports being mailed, very few customers actually access the information available online. Customers can switch to the email reports or opt-out of the program by logging online at www.cityofpaloalto.org/homeenergyreports Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 37 of 44 Program Cost For the fiscal year ended June 30, 2012, the Home Energy Reports cost $125,000 for the licensing fee, plus a quarterly print management fee between $25,000 and $30,000 (depending on recipients). The total program cost of about $225,000 per year is split between the electric and natural gas efficiency budgets. INCENTIVE LEVELS FOR REBATE PROGRAMS Incentive levels are set at a level that should encourage customer participation, maintain program cost-effectiveness and sustain relatively level rate impacts while including a consideration for customer equity. In general, rebates are set at about 50% of the incremental cost for increasing to the more cost-effective technology. For some groups, particularly low-income, very small commercial or other hard-to-reach customers or where programs need to be ramped up dramatically, incentives are set at higher rates. INNOVATION An Innovation Program and associated funding mechanism was established to promote the testing, evaluation and deployment of new technologies or innovative applications that could be used for the benefit of CPAU customers. These technologies can be in the area of energy renewable generation, energy/water efficiency and conservation or process improvement. The technologies or programs that are deployed will be evaluated based on their ability to provide direct benefits to customers, return positive cost to benefit for the investment and provide environmental benefits. As a utility in the heart of Silicon Valley, CPAU staff has long been involved in supporting and advising many companies on the viabilities and markets for their early stage technologies. Such examples include: o Geothermal heat pump systems, o Small wind generation on roof tops, o Boiler-burner based cogeneration applications for large buildings; o In-home display devices of real-time energy consumption of equipment at homes; o Smart-meter based, predictive models of home appliance characteristics to incentivize inefficient appliance replacement; o Distribution feeder line monitoring and predictive maintenance algorithms; o Small micro-turbines for electricity generation utilizing pressure differentials in the City’s water distribution pipeline systems; o Distributed energy storage systems; o Optimization of electric vehicle charging and utilization; o Cost-effective cloud-based deployment utility back end systems; o Integrated tracking system of corporate GHG emissions; and so on. In the process, City has succeeded in deploying or assisting customers in installing a few of these technologies. Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 38 of 44 CUSTOMER OUTREACH Utility Marketing Services, as a part of the CPAU and City team, promotes initiatives to all CPAU customers. Ongoing activities include newspaper advertisements, direct mail, bi-monthly Home Energy Reports, utility bill inserts/bill envelopes, distribution of educational materials and brochures to libraries and other locations in City offices and participation in a wide variety of community events and workshops. CPAU staff members worked more than 30 events during the fiscal year, held three Facility Manager Meetings with the largest business account customers and visited the Key Account facilities at least once per quarter. Regular workshops and training are held for all customer classes on water and energy topics. Both print and online advertising is used in a variety of format. Some program information and brochures are sent by direct mail to customers. Regular monthly email newsletters are delivered to both residents and businesses, and the PaloAltoGreen Facebook page is updated with information on most days. This year, CPAU implemented a major campaign focusing on employees—how they work with customers to provide programs, to deliver services and to give value. In the DSM area, these pieces focused on water conservation, energy efficiency initiatives for residents, renewable programs and services for low income residents. These images were used on bill inserts, bill envelope graphics, and print advertisements and on the web. An example of the pieces is shown below. Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 39 of 44 Bruce Lesch for online ad in “UpToUs” PAUSD Webpages Lindsay Joye for Renewable Programs Leon Timmons for Low Income Initiatives Catherine Elvert on Water Conservation PARTNERSHIPS SCHOOL EDUCATION CPAU staff members work with the SCVWD in providing classroom education on water conservation for elementary schools in Palo Alto. In addition, the City grants the Palo Alto Unified School District (PAUSD) $50,000 each year for the design, implementation, and continuation of a Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 40 of 44 comprehensive environmental education program from Public Benefit funds. During 2011 and 2012, CPAU staff coordinated with the PAUSD’s Sustainability Committee to apply for and receive a $35,000 grant from the American Public Power Association’s innovation fund (DEED) for the further enhancement and delivery of an energy efficiency program to students and their families. RETAIL STORES Both Palo Alto Hardware (PA Hardware) and the Stanford Electric Works have developed a good relationship with CPAU staff members and assist in promoting the residential programs. During the winter holiday lights campaign in 2009, 2010 and 2011, one of CPAU’s programs was to provide one free strand of LED lights in exchange for a working incandescent strand. PA Hardware and CPAU coordinated to ensure that the Hardware store had the same lights in stock, so UMS staff could refer residents to the store when they desired to have more than one strand. The program is in re-development mode at this point in time, with an eye to increasing the partnership between the City and local retail outlets. In addition, during the spring 2011 lighting campaign, CPAU mailed residents with a coupon to get up to four free Globe style CFLs at either store. The stores provided the lights with the presentation of a coupon and presented the data and coupons to CPAU staff members for a refund of the cost. This working relationship allowed residents to learn about a relatively new CFL technology, while enhancing economic development by encouraging shopping at smaller, local stores. INTER-UTILITY COORDINATION CPAU integrates efficiency programs across all three of the utilities (electricity, natural gas and water) and with other City departments, particularly Planning and the Development Center. Coordinated program information is provided to customers in annual brochures. The benefits of conservation and resource efficiency are described in integrated terms to customers whenever possible when emphasizing individual programs. For example, when talking about the benefits of efficient washing machines, information will be included on the water, natural gas and electricity benefits of these units. OTHER CITY DEPARTMENTS AND PROGRAMS Staff coordinate with the Planning Department on the Green Building Program (GBP) to ensure that residents and businesses that exceed City requirements for construction permit on energy and water efficiency get new construction rebates. Residents automatically apply for the new construction rebate when they complete the GBP permit application. Zero Waste and UMS coordinate on marketing and promotion of workshops for residents. Programs and workshops are coordinated to ensure that they do not overlap. Bill inserts and emails about the programs are often sent out jointly by the two divisions, thus promoting sustainability as an entire City effort, and not that of disjointed silos. Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 41 of 44 OUTREACH CALENDAR FOR CALENDAR YEAR 2012 CPAU has developed an annual marketing calendar of promotional activities and marketing pieces. This calendar is updated as often as necessary to address changing conditions. The latest updated calendar is always available for review. ONGOING PROGRAM IMPROVEMENT AND EVALUATION To support the continuous improvement envisioned by the adaptive management process, ongoing evaluation of the efficiency programs is undertaken to provide timely feedback on the effectiveness of program implementation tactics. State law also requires publicly-owned utilities to conduct independent evaluation of their energy efficiency programs to measure and verify the energy savings. The goals of the Evaluation, Measurement & Verification (EM&V) effort at CPAU are to provide unbiased, objective and independent program evaluations by giving: o Useful recommendations and feedback to improve CPAU programs. o Assessment of conservation program effectiveness. o Assessment of the quality of the program data for impact evaluation purposes. o Increased level of confidence in conservation program results through transparent protocols. The first goal is met through process evaluation and the latter three goals through impact evaluation of the CPAU efficiency programs. CPAU is currently contract to and working with Navigant Consulting as an EM&V consultant to conduct both process and impact evaluations for electric and gas efficiency programs implemented during the period of FY 2011 through FY 2014. Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 42 of 44 APPENDIX D: ELECTRIC DSM REPORT TO CEC The information below will be included with a California Municipal Utilities Association (CMUA) report to the CEC. The report, required by state law, shows the success of Palo Alto’s efficiency programs in reducing electric consumption; this report does not include natural gas or water programs. Efficiency programs are the first resource used by the electric utility. The programs are also required to be cost-effective, which in state terms means that the programs achieve a Total Resource Cost (TRC) score of at least 1.0. Palo Alto’s programs are cost-effective. Table 15: CEC Required Submission on Electric Energy Efficiency Results Resource Savings Summary Category Units Installed Net Dem Save (kW) Net Peak kW Save Gross Annual kWh Savings Net Annual kWh Savings Net Lifecycle kWh savings Net Lifecycle GHG Reductions (Tons) Res Clothes Washers 435 55 55 71,841 57,473 689,674 381 Res Cooling 11 2 2 5,767 4,621 113,219 69 Res Dishwashers 246 22 22 9,840 8,364 92,004 51 Res Lighting 3,217 69 27 268,325 216,734 2,006,654 1,071 Res Pool Pump 8 10,488 7,342 73,416 40 Res Refrigeration 424 25 25 178,112 115,633 780,720 424 Res Shell 905 22 22 29,049 20,789 404,047 242 Res Comp. (HER) 20,000 955,000 955,000 955,000 510 Non-Res Cooking 3 3 3 13,674 11,623 112,955 62 Non-Res Cooling 36 297 297 2,688,808 2,285,354 45,651,418 27,781 Non-Res Heating 1 1,020 867 17,340 11 Non-Res Lighting 50,630 614 543 4,362,225 3,648,904 37,878,323 20,994 Non-Res Motors Non-Res Pumps 2 1 1 70,136 59,616 1,192,312 629 Non-Res Refrigeration 1,920 35 33 299,524 254,515 1,210,134 646 Non-Res Shell 7 549,000 466,650 5,649,525 3,438 Non Res Process 2 71 71 3,152,291 2,679,443 53,588,274 32,611 Non Res Comp. 1,775,135 1,775,135 1,508,865 1,508,865 918 Other SubTotal 1,852,982 1,217 1,101 14,440,235 12,301,792 151,923,880 89,876 T&D 2 24 24 367,000 367,000 8,448,500 4,409 Total 1,852,984 1,241 1,125 14,807,235 12,668,792 160,372,380 94,285 TRC = 2.45 TRC is Total Resource Cost Test where a score greater than 1 equals benefits are greater than costs for society. The current TRC of 2.45 (excluding T&D) for this reporting period is mainly attributed to a large data center project with substantial energy savings. If this project were to be excluded, the estimated TRC would be 1.12, which would be more in line with past results. The forecasted TRC for the IOUs in 2013 to 2014 is 1.36. CPAU TRC for FY 2011 was 1.37. TRC for FY 2010 was 1.92. TRC for FY 2009 Programs was 2.45. TRC for FY 2008 Programs was 2.43. Cost-effectiveness is dropping with more third-party programs and reaching to less Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 43 of 44 cost-effective technologies. APPENDIX E: STATE AND CITY MANDATES CONTROLLING PROGRAM GOALS AND IMPLEMENTATION Title Description Staff Report 1688 2010 Urban Water Management Plan on June 13, 2011 Staff Report 1538 Approval of new and expanded efficiency programs for 2011 to 2013 cycle Staff Report 1532 2010 Ten Year Gas Energy Efficiency; Approved April 11, 2011 Staff Report 2710 Long Term Electric Acquisition Plan (LEAP) on April 16, 2012 Staff Report 2552 Gas Utility Long Term Plan (GULP) on April 23, 2012 CMR 212:10 Approval of a Goal for 20% Reduction of Water Use by 2020 CMR 218:10 2010 Ten Year Electric Energy Efficiency; approved May 3, 2010 SBx7-7 (2009) The Water Conservation Bill of 2009 requires water suppliers to reduce the statewide average per capita daily water consumption by 20% by December 31, 2020. To monitor the progress toward achieving the 20% by 2020 target, the bill also requires urban retail water providers to reduce per capita water consumption 10% by the year 2015. CMR 435:07 Climate Protection Plan AB 1470 (2007) Solar Water Heating and Efficiency Act of 2007. Requires the governing body of each publicly owned utility providing gas service to retail end-use gas customers, to adopt, implement, and finance a solar water heating system incentive program. AB 1890 (1996) Requires electric utilities to fund low-income ratepayer assistance programs, public purpose programs for public goods research, development and demonstration, demand-side management and renewable electric generation technologies SB 1037 (2005) Requires each local publicly owned electric utility, in procuring energy, to first acquire all available energy efficiency and demand reduction resources that are cost-effective, reliable, and feasible. Requires each local publicly owned electric utility to report annually to its customers and to the (CEC) its investment on energy efficiency and demand reduction programs. AB 1881 (2006) Requires cities and counties to implement a Water Efficient Landscape Ordinance which is “at least as effective as” the Department of Water Resources (DWR) Model Ordinance in reducing landscape water use. Requirements include enforcing water budgets, planting and irrigation system specifications to meet efficiency criteria. AB 2021 (2006) Requires the CEC on or before November 1, 2007, and every 3 years thereafter, in consultation with the commission and local publicly owned electric utilities, to develop a statewide estimate of all potentially achievable cost-effective electricity and natural gas efficiency savings and establish statewide annual targets for energy efficiency savings and demand reduction over 10 years. Demand Side Management Programs In Palo Alto Achievements in Fiscal Year 2012 (July 1, 2011 to June 30, 2012) 44 of 44 AB 797 (1983) The Urban Water Management Planning Act (AB 797) requires all California urban water retailers supplying more than 3,000 acre feet per year or providing water to more than 3,000 customers to develop an Urban Water Management Plan (UWMP). The plan is required to be updated every five years and submitted to the Department of Water Resources before December 31 on years ending in 5 and 0. AVING Goals & Estimated Potential Savings 6,503 7,661 12,401