Monterey, CaliforniaSeptember 4, 2014

Creating a Statewide Workforce Program

Leveraging a National Initiative

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Overview

National and State Context

Role of EIEE

Workforce Strategy

Action Plan for California

Integration into Sector Strategy

Conclusions

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20% energy reduction in commercial buildings by 2020

Reduce companies’ energy bills by $40M a year

Save energy by reforming outdated incentives

National Initiative

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The Need in California

State Mandate: 50% of existing commercial buildings Zero Net Energy by 2030

Commercial Space:Built environment: 5 billion square feet statewide

HVACR Performance:42% of energy consumption in commercial buildings

HVACR Workforce:58,000 incumbent workers 2,000 job openings annually through 2016

HVACR – Heating, Ventilation, Air Conditioning, & Refrigeration

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Commercial Energy EfficiencyCase Study: The Aventine Building in San Diego

Investment of $750,000 Yielded:

• $5.4M increase in building value

• 40% reduction in annual utility expense savings

• Under 3-year payback period

• 611 metric ton reduction in CO2

• 886,509 kilowatt reduction in electricity usage

• Reduced site energy use intensity to 25 (kBtu/sf) from 42 (kBtu/sf)

• Reduced annual water consumption by 47% or 1,243,923 gallons

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Market Adoption Barriers

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California’s Workforce Challenge

WorkforceRequired?

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Mission: Increase energy efficiency market adoption rates to meet California’s mandates for commercial buildings

Principals:

Carlos SantamariaProgram Development

Kevin O’BrienTechnology

Bill StockRegulatory

Advisor:

Jim CaldwellWorkforce

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VisionThe Executive Institute’s Vision –

Implement a realistic, yet attainable strategy of preparing the industry for AB 32 Zero Net Energy compliance

• Create workforce programs and initiatives that provide a structure of “Zero Net Energy Readiness”

• Enable the workforce and industry to be ready for and more easily adopt new skills and technologies

• Resulting in significant on-going savings NOW - until the time emerging technologies cost effectively take us to ZNE levels

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California Workforce Initiative

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Workforce Gaps

Investment

Quality

Compliance

Certifica

tion

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Education & Training GapsMisalignment with Industry Lack of Capacity

Gaps in Standards Training

Component vs System Focus

Inconsistent Programs

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Building Owners and ManagersFacilities ManagersEnergy Managers

ArchitectsEngineers

Sales and Distribution Energy Auditors

Building ContractorsInstallersHVAC TechniciansSheet Metal Workers

Building Inspectors

Building OperatorsBuilding Operations & Maintenance ContractorsHVAC Maintenance Technicians

Purchasers

Specifiers

Sales

Installation

Permitting

Operations &Maintenance

Valu

e C

hain

Where to Focus?

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Strategic Positioning

Building Operators

• Address entire value chain

• Inform investment decisions

• Balance tenant needs & energy savings

• Drive compliance & quality

• Manage building as an integrated system

• Oversee construction

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Building Owner Perspective

Current Focus: Fighting anti-business legislations

Energy efficiency: Not a priority investment for most owners

Need additional knowledge about:• Cost savings• Increased asset value• Regulatory factors - building code, utility rates, cap & trade• Contribution to regional economies

Need greater confidence:• Return on investment• Compliance• Life cycle cost control

What’s the workforce solution?

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Job Task Analysis (JTA)Department of Energy (DOE) National Institute of Building Sciences (NIBS)

Nationally, DOE Recognizes Need for Increased Skills in Energy Efficiency - Focused on Five Key “Energy-Related”

jobs:

1. Building Energy Auditor 2. Building Commissioning Professional

3. Building Operations Professional *4. Energy Manager

5. *Facilities Manager

*Focus on Government Facilities and Federal Buildings Personnel Training Act 16

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WHY?

• Improve quality and reduce confusion and uncertainty in commercial workforce training and certification programs

• Accelerate energy savings, carbon reductions, and clean energy job creation

Job Task Analysis (JTA)Department of Energy (DOE) National Institute of Building Sciences (NIBS)

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Job Task Analysis (JTA)Department of Energy (DOE) National Institute of Building Sciences (NIBS)

Building Operator Job Task Analysis

Support Investment DecisionsHVACR Performance Analysis

Investment AnalysisContractor Evaluation

Manage InstallationProject ManagementQuality InstallationInitial Compliance

Assure Energy Efficiency & Sustainability

Whole Building IntegrationQuality MaintenanceOngoing Compliance

Tenant ComfortLife Cycle Management

Ongoing Expense Reduction

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The Workforce Solution

Educated Owners

CertifiedWorkforce

Certified Contractors

High PerformanceBuilding Operators

IncreasedMarket AdoptionHVACR Performance Analysis

Investment AnalysisContractor Evaluation

Project ManagementQuality InstallationInitial Compliance

Sustainable Outcomes

Priority Investment---

Confidence

Whole Building IntegrationQuality MaintenanceOngoing Compliance

Life Cycle ManagementOngoing Expense Reduction

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Success Factors for Statewide Strategy

Programs that Accelerate:

• Development of Zero Net Energy “Readiness” Knowledge and Skills

• Industry-recognized credentials aligned with ZNE Readiness

• Investment incentives for building owners and contractors• Energy Efficiency upgrade projects• Workforce development

• Statewide alignment of education/training with industry needs

• Regional collaborations to develop qualified workforce

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Implementation Plan

Complete Pilot Training, Refine Curriculum

Develop Pilot Program

Complete Pilot Course Curriculum

Develop Expansion Program

Define Program Framework & Cultivate Advisory Council

High Performance Building Operations ProfessionalPh

ase

1Ph

ase

2 Phase 3

Replication &

Scaling

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Overall Sector Strategy

Engagement of Building Owners and Managers

Regional Workforce Implementation Partnerships

High Performance Building Operator Development

Contractor Training & Certification

Alignment of Education and Training Programs

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Conclusions

Requirements for Translating the National Initiative:• Alignment with state mandates

• Savings Now Through “ZNE Readiness” Strategy

• Strong local alliances & capable leadership

• Capacity for replication and scaling

Local Success Factors:• Commitment to AB 758 goals as the primary outcome

• Market adoption as a workforce priority

• Strategic occupational focus

• Integration into sector strategy

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Questions

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Thank youJim CaldwellStatewide Director & Sector NavigatorEnergy Efficiency & UtilitiesCalifornia Community Collegesjcaldwell@workforceincubator.org

Carlos SantamariaPrincipalExecutive Institute for Energy Efficiencycsantamaria@eieeconsulting.com