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HomeMy WebLinkAboutStaff Report 2505-4611CITY OF PALO ALTO CITY COUNCIL Monday, June 09, 2025 Council Chambers & Hybrid 5:30 PM     Agenda Item     5.Approval of Proposed 10 Year Energy Efficiency Goals for 2026-2035 as Recommended by the Utilities Advisory Commission; CEQA Status – Not a Project. City Council Staff Report From: City Manager Report Type: CONSENT CALENDAR Lead Department: Utilities Meeting Date: June 9, 2025 Report #:2505-4611 TITLE Approval of Proposed 10 Year Energy Efficiency Goals for 2026-2035 as Recommended by the Utilities Advisory Commission; CEQA Status – Not a Project. RECOMMENDATION Staff and the Utilities Advisory Commission (UAC) recommend the City Council approve the proposed annual and cumulative Electric Efficiency Goals for the period 2026 to 2035 as shown in the summary table below. EXECUTIVE SUMMARY Palo Alto has long recognized cost-effective energy efficiency (EE) as the highest priority energy resource, given that EE typically displaces relatively expensive electricity generation, lowers energy bills for customers, and contributes to economic development and job creation. As required by state legislation, the City adopted its first set of 10-year energy efficiency goals in April 2007, and updated these goals in 2010, 2012, 2017, and 2021. The proposed 10-year EE goals shown in the summary table below were presented to the UAC on May 7th, 2025. After discussion of the purpose and methodology of developing these 10-year EE goals, the UAC voted 5 to 2 in favor of recommending the proposed goals for Council approval. EE savings that can be counted towards these goals are restricted to those savings directly attributable to utility programs that are funded by a mandated public benefits charge (2.85% of electric retail revenue). EE upgrades that customers undertake without participating in utility programs as well as EE savings achieved through federal and state appliance and building standards currently cannot be counted towards the City’s EE goals. The savings reported here and targeted by these goals represent a subset of the actual energy efficiency upgrades taking place in Palo Alto. Over the past decade, building and appliance efficiency standards have become increasingly stringent. As federal and state efficiency standards increase, the energy savings attributable to utility programs decline. For this current EE goals update, staff proposes annual EE savings targets of 0.24% in 2026, increasing to 0.55% in 2032 and holding stable through 2035, with a cumulative 10-year EE savings of 2.8% of the City’s projected electric load. These targets reflect the continued decrease in traditionally available EE savings as electrification projects become an increasing focus for consumers as well as utility programs, and stricter state codes and regulations shrinking the amount of claimable EE savings. Much of the upward trend between the 2028 and 2032 targets can be attributed to the expectation of a future conservation voltage reduction (CVR) program once Advanced Metering Infrastructure is in place. Summary Table: Annual Electric Energy Efficiency Goals (% of total City customer usage) Electric (%) Electric MWh 2026 0.24%2,083 2027 0.24%2,105 2028 0.31%2,645 2029 0.36%3,105 2030 0.42%3,597 2031 0.48%4,082 2032 0.54%4,571 2033 0.55%4,558 2034 0.53%4,423 2035 0.53%4,426 Cumulative1 10-year EE Goal 2.80%23,230 BACKGROUND 1 Cumulative EE savings are not equal to the sum of the annual incremental goals due to the differences in how long the electricity savings persist for different measures and different types of EE savings. For example, new hardware upgrades contribute savings over their expected lifetimes, perhaps 15 years, whereas electricity savings from changing thermostat set-points are assumed to contribute savings over a much shorter period of time. electric savings of 5.7% between 2018 and 2027. The most recent set of 10-year EE goals was adopted by City Council in 2021, with cumulative 10-year electric savings of 4.4% between 2022 and 2031. AB 2227 (2012) changed the triennial energy efficiency target-setting schedule to a quadrennial schedule, beginning March 15, 2013 and every fourth year thereafter. The proposed 2026-2035 10-year EE goals have been provided to the California Energy Commission as a placeholder, understanding that final goals will be confirmed pending City Council approval. Figure 1. Electric Efficiency Goals and Achievements for 2008-2024. 0.0% 0.2% 0.4% 0.6% 0.8% 1.0% 1.2% 1.4% 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Actual Savings 2008 - 2017 Goals 2011 - 2020 Goals 2014 - 2023 Goals 2018 - 2027 Goals 2022 - 2031 Goals Percentages represent EE savings by 2030. The statute lists a variety of programs to achieve the doubling of efficiency savings, including: 1) appliance and building standards; 2) utility programs that offer financial incentives, rebates, technical assistance and support to customers to increase EE; 3) programs that achieve EE savings through operational, behavioral and retro-commissioning activities; and 4) programs that save energy in final end uses through reducing distribution feeder voltage (i.e. conservation voltage reduction). ANALYSIS enacted Assembly Bill 2208 (AB 2208) in 2022 mandating the phase-out of fluorescent lighting starting in 2024. This bill will have a significant impact on CPAU EE program savings since nonresidential lighting projects have made up as much as 60% of total reported EE savings in recent years. Proposed Electric Efficiency Goals 2. Figure 3. Historic EE Savings and Proposed Annual Electric EE Goals on an Energy Basis shows the actual historical EE savings and the proposed 2026 to 2035 EE goals. 3 This means they do not include the energy savings that would have occurred in the absence of utility incentives, and therefore most accurately reflect the EE savings attributable to CPAU’s programs. CPAU also excludes savings attributable to the state’s building and appliance 2 EE savings attributed to state mandated codes and standards are excluded from the EE potential for CPAU, and therefore also cannot count toward meeting its EE goals. 3 The 2026 – 2035 Goals assumes free-ridership at the measure level using an average net-to-gross (NTG) ratio of 0.85 except for low income and conservation voltage reduction programs, where the assume is 1.0 (no free ridership). The NTG ratios are based on California statewide evaluation studies and are documented in Database of Energy Efficiency Results (DEER). Generally, mature, low-cost technologies tend to have higher free-ridership. standards. In order to allow comparison with other utilities that set goals on a gross basis, the proposed annual goals in Figure 2 are shown as proposed (on a net basis without including codes and standards), as well as on a gross basis. Figure 2. Comparison to Proposed 2021 Electric EE goals and 2017 Electric EE Goals. 0.0% 0.1% 0.2% 0.3% 0.4% 0.5% 0.6% 0.7% 0.8% 0.9% 1.0% 201 8 201 9 202 0 202 1 202 2 202 3 202 4 202 5 202 6 202 7 202 8 202 9 203 0 203 1 203 2 203 3 203 4 203 5 2026 - 2035 Goals (Gross) 2026 - 2035 Goals 2022 - 2031 Goals (Gross) 2022 - 2031 Goals 2018 - 2027 Goals Percentages represent EE savings relative to load pursuing efficiency projects. Figure 3. Historic EE Savings and Proposed Annual Electric EE Goals on an Energy Basis. 0 2,500 5,000 7,500 10,000 12,500 2008200920102011201220132014201520162017201820192020202120222023202420252026202720282029203020312032203320342035 MWh Actual Savings 2026 to 2035 Goals Figure 4. Proposed 2026-2035 Cumulative Electric EE Goals. Achieving these EE goals will require the deployment of new innovative program designs, increasing awareness of existing programs, and developing other program approaches to reach previously stranded sections of the energy efficiency market potential. While the proposed EE goals may appear lower than past goals and historical savings, the proposed goals will require tremendous program execution and successful AMI implementation prior to launching a conservation voltage reduction program. Staff will need to carefully evaluate how the florescent lighting regulations will impact the existing Business Customer Rebate and Commercial and Industrial Energy Efficiency programs. These programs have historically generated the bulk of energy efficiency savings, so understanding the future potential of lighting savings projects and exploring additional opportunities will be critical to the success of reaching these targets. 0 5,000 10,000 15,000 20,000 25,000 0.0% 0.5% 1.0% 1.5% 2.0% 2.5% 3.0% 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 Res Cumulative Market Potential Non-Res Cumulative Market Potential CVR Potential (If Claimed)Total Cumulative Potential as a % of Total Sales Cumulative Net Market Potential by Sector All Sectors Energy Potential (MWh) and % of Sales MW h % o f A n n u a l G W h S a l e s In addition, once the City implements an Advanced Metering Infrastructure (AMI) backbone of a smart-grid system, staff plans to launch a conservation voltage reduction program using the AMI infrastructure on primary feeders. This program could generate savings of up to 1% of city’s annual electricity load, with implementation expected to start in 2028. These plans are subject to Council review and approval. Projected Electric EE Program Costs 4 surcharge of 2.85% of the electric utility bill for all customers. To meet the proposed EE goals, staff estimates an annual EE budget of $1.5M to $1.7M per year from 2026 to 2035. This projected EE program budget is anticipated to be fully funded by the annual PB collections. 4 Locally owned municipal utilities like CPAU must collect Public Benefits funds as required by section 385 of the Public Utilities Code, to be used on cost-effective energy efficiency and conservation, low income programs, investments in renewable energy resources and technologies, and research and development. Figure 5. Actual and Projected Electric EE Program Costs. EE programs impact retail rates in two ways. First, a lower electric load means that fixed costs (capital investments and fixed operating costs to run the electric utility) must be distributed over a lower electric sales volume, thereby increasing the average electric retail rate. Second, the use of funds to support EE programs increases the revenue requirements for the electric utility. Increased charging of electric vehicles, electrification of natural gas appliances, and other electric load growth could mitigate the retail rate impact of the EE programs. While rates increase, total bills are expected to be reduced over the lifetime of the EE savings. This report contains preliminary estimates of the costs of achieving the proposed electric EE goals. The detailed budget plan and staffing needs to meet the annual EE goals will be part of the annual City budgeting process. The annual budget will present the costs for both internally administered, as well as contractor supported, efficiency programs. Adoption of the proposed electric 10-year EE goals will replace the 2021 10-year electric EE goals and will inform the EE program planning and load forecasting for the next four years. These goals $- $0.5 $1.0 $1.5 $2.0 $2.5 $3.0 $3.5 $4.0 $4.5 200 8 200 9 201 0 201 1 201 2 201 3 201 4 201 5 201 6 201 7 201 8 201 9 202 0 202 1 202 2 202 3 202 4 202 5 202 6 202 7 202 8 202 9 203 0 203 1 203 2 203 3 203 4 203 5 Millions Actuals through 2024 Preliminary estimate 2025 will also be included in the Electric Utility Integrated Resource Plan, and the City’s Sustainability Implementation Plan. The proposed 2026 - 2035 electric EE goals are consistent with the Utilities Strategic Plan, and the City’s Sustainability and Climate Action Plan (S/CAP). STAKEHOLDER ENGAGEMENT ENVIRONMENTAL REVIEW ATTACHMENTS APPROVED BY: