february 28, 2018 · pre-existing equipment: vav system- combined heating capacity, including...

February 28, 2018

Regional

Portfolio

Advisory

Committee

2

Agenda

− Introductions, Announcements, Administrative Items

− RPAC VOTE: High-Performance HVAC

− RPAC Round Robin

− Lunch!

− NEEA Board Activities Update

− 2020-2024 NEEA Business Planning Workshop

− C+I Lighting Regional Strategic Market Plan

− Public comment and adjourn

3

Meeting Packet (packet pg. 2)

− Tier 1 memos – Agenda items

− Tier 2 memos – Informational Updates

• Page 25: Regional Strategic Market Planning updates

• Page 26: Q2 Update, C+I Lighting Regional Strategic Market Plan

• Page 28: NEEA Portfolio Overview

− Additional Details (Tier 3)

• Emerging Tech, Market Research and Marketing reports

• Q1-2018 RPAC notes

• Q2-2018 Sector Advisory Committee packets

4

RPAC 2018 Work PlanQ2 2018

May 14 - Seattle

Q3 2018

Aug 22 - Portland

Q4 2018

Nov 6 - Portland

Q1 2019

Date/Location TBD

PORTFOLIO REVIEW

Portfolio Review Portfolio Review

PROGRAM REVIEWS

Very High Efficiency Dedicated Outside

Air Systems (VHE DOAS) -

IS VOTE

Next Step Homes -

SA VOTE

Luminaire Level Lighting Controls -

SA VOTE

Luminaire Level Lighting Controls -

SA VOTE

Super-Efficient Dryers

SA VOTE

Reduced Wattage Lamp Replacement -

Transition Complete

REGIONAL MARKET STRATEGIES

C&I Lighting - Progress review, proposed

revisions

Consumer Products - Progress review Progress review

ANNUAL OPERATIONS PLANNING

2019 Ops Plan - RPAC input/direction 2019 Ops Plan update on process.

Review/input for RPAC/Board

EMERGING TECH

Emerging Tech updates Emerging Tech updates Emerging Tech updates

CODES & STANDARDS

New Construction update

GOVERNANCE/OTHER

Workplan update Workplan update Workplan update Workplan update

RPAC Roundtable RPAC Roundtable RPAC Roundtable RPAC Roundtable

Gas mid-cycle review follow-up Annual RPAC Charter Review

Business Plan guidance workshop

IS = Initiative Start Milestone

SA = Scale-up Approval Milestone

5

NEW:

Individual funder landing pages

Website update coming soon

7

Heads-up! I’m going to ask you:

− How did today go for you?

• Favorite parts vs. least-favorite parts

• Seoul vs. Beijing

• Is the candy the right candy?

− How do we make Round Robin most valuable to you?

− Agenda topics for next meeting? (Aug 22—Portland)

High-Performance HVAC /

Very High Efficiency Dedicated

Outside Air Systems

(VHE DOAS)

9

Vote: VHE DOAS

‘Initiative Start’ milestone

Name Organization Yes No

Present,

Not Voting

Not

Present

Brent Barclay BPA

Larry Blaufus Clark Public Utilities

Fred Gordon Energy Trust

Jenn Light for Charlie Grist NWPCC

Garrett Harris PGE

Tom Lienhard Avista

Don Jones, Jr Pacific Power

Terry McKenzie Grant County PUD

Jessica Mitchell Snohomish PUD

Lori Moen Seattle City Light

David Nightingale WUTC

Pete Pengilly Idaho Power

Jeremy Stewart Tacoma Power

Jeff Tripp PSE

Jim White Chelan County PUD

Deb Young NorthWestern

RPAC Voting Members

High Performance

HVAC-Very High Efficiency

Dedicated Outside Air Systems

(VHE DOAS)

Maria Murphy

May 14, 2018

11

Market Transformation Goal

VHE DOAS is common

practice for energy

efficiency and indoor

air quality in existing

and new small and

medium commercial

buildings in the

Northwest

12

Initiative Lifecycle Process

13

What We Heard

− Updates on pilot projects?

− Is the opportunity

sufficient?

− Why focus only on VHE

DOAS?

− Can we influence the

HVAC industry?

14

What is VHE DOAS?

HE

Heating/Cooling

VHE Heat

Recovery

Ventilation

15

Heat Recovery Ventilation

Ventacity.com

16

Why Focus on VHE DOAS?

− Substantially lower energy consumption

• Little to no supplemental heating and cooling of

incoming air

• Decreased run time

• Down-sized heating and cooling system

• High efficiency variable speed fans

− Increased functionality

− Lower maintenance

17

Why Now?

− Almost ½ of small and medium buildings in NW have packaged RTUs, many of which are 10-15 years old

− State and local policy are driving change

• E.g.- DOAS in WA code

− DOAS is gaining traction in the market

18

Key Activities Post- IS

− Further validate savings estimates, costs, and other key assumptions through additional data collection and analysis

− Research and characterize market structure to assess barriers and opportunities and inform design

− Encourage additional high efficiency HRV manufacturers

− Explore adaptation and/or development of software tools to better address design and increase sales

− Raise awareness and educate key market actors, particularly within the supply chain

Questions?

21

Current Pilot Projects

Law Offices – Portland

Utility Field Office – Libby, MTPizza Restaurant – Corvallis

State Offices – Corvallis

Job Corps Dorms – Darby, MT

Offices – Seattle (historic bldg.) Airport Terminal –

Seattle (historic bldg.)Restaurant – Portland

22

Office, Seattle

Pre-existing Equipment: VAV system- Combined heating

capacity, including re-heat coils in the VAV distribution units, 16.4

tons heating & 14 tons cooling

New Equipment: 1 high-efficiency HRV and VRF heat pump

system (15.6 tons heating & 14 tons cooling)

Affected Sq Ft: 6,000

30Post-Conversion

EUI

51.8Pre-Conversion

EUI

68%HVAC

42%Whole Bldg

Savings:

Peak Reduction: 55%Winter

39%Summer

Note: All results are preliminary

23

Office, Portland

Pre-existing Equipment: 9 packaged rooftop units with gas-

fired heating (43 tons) and DX cooling (35 tons)

New Equipment: 4 high-efficiency HRVs and VRF heat pump

system (18 tons heating & 16 tons cooling)


19.5Post-Conversion

EUI

57.4Pre-Conversion

EUI

72%HVAC

66%Whole Bldg

Savings:

TBDWinter

47%Summer

Peak Reduction:

Note: All results are preliminary

24

Office Prototype Model, Boise

32.1Post-Conversion

EUI

45.1Pre-Conversion

EUI

60%HVAC

29%Whole Bldg

Savings:

Peak Reduction: 1 W/sfWinter

1 W/sfSummer


25

Initial Assumptions

Savings

(kBtu/sf)

S/C

(kBtu/$)

Code RTU

(Code Min. RTU only)$6 0 0 0 0

Low E DOAS (WA Code)

(Code Min. RTU w/ 50%

HRV)

$9 $3 10% 6 2

E DOAS

(HP/VRF w/ 50% HRV)$12 $6 25% 15 2.5

HE DOAS

(HP/VRF w/ 70% HRV)$18 $12 30% 18 1.5

VHE DOAS

(HP/VRF w/ 85%+ HRV)$17 $11 50% 30 2.7

26

The Opportunity

15aMW 130aMW

27

Budget through Q2 2019

Data Collection and Assessment $120,000

Technical Support and Training $240,000

Market Characterization, Research, and

Baseline

$100,000

Market Channel Development $35,000

Marketing $85,000

Upstream Manufacturer Incentives $40,000

Program Management $30,000

Total $650,000

28

Discussion, Insights and

Feedback

29

Vote: VHE DOAS

‘Initiative Start’ milestone

Name Organization Yes No

Present,

Not Voting

Not

Present

Brent Barclay BPA

Larry Blaufus Clark Public Utilities

Fred Gordon Energy Trust

Jenn Light for Charlie Grist NWPCC

Garrett Harris PGE

Tom Lienhard Avista

Don Jones, Jr Pacific Power

Terry McKenzie Grant County PUD

Jessica Mitchell Snohomish PUD

Lori Moen Seattle City Light

David Nightingale WUTC

Pete Pengilly Idaho Power

Jeremy Stewart Tacoma Power

Jeff Tripp PSE

Jim White Chelan County PUD

Deb Young NorthWestern

RPAC Voting Members

Thank you!

Round Robin

32

LUNCH!

NEEA Board

Activities Update

Julia Harper

May 14, 2018

34

Business Planning Timeline

2018

Today

May Jun Jul Aug Sep Oct Nov Dec

BP Outline

5/9/2018

BP 1st Draft

6/6/2018

BP 2nd Draft

7/30/2018

BP 3rd Draft

9/12/2018BP Final Approval by Board12/3/2018

6/1/2018 8/28/2018Funding Formula (Executive Committee)

9/13/2018 10/31/2018BP Outreach

10/8/2018 12/31/2018Ops Plan 2019

5/1/2018 9/28/2018Optionality

6/4/2018 9/28/2018Natural Gas Integration

5/1/2018 9/28/2018Strategic Plan Integration

Business

Planning

Workshop

BJ Moghadam, and YOU

May 14, 2018

36

Business Planning Workshop

** THE GOAL **

Candid discussion—from RPAC members and NEEA

staff alike—leading to guidance for NEEA’s Business

Planning Committee with regard to optimizing the

alliance’s efficiency and effectiveness, by ensuring:

1. Complementary roles

2. Right-sized processes

37

#1 Complementary Approach (pg 22)

− Reduce overlap

− Move NEEA further upstream

− Funders execute locally, fill in the gap

38

#1 Complementary Approach

Funder

1

Funder

2

Funder

3

Funder

4

Funder

5

Funder

6

Funder

7

Funder

8

Funder

9

Funder

10

Funder

11

Funder

12

Funder

13

Funder

14

Program 1

Program 2

Program 3

Program 4

Program 5

Program 6

Strong local support

Some local support

Little-to-no local support

39


− Reduce overlap



Is the alliance accomplishing the

Board’s vision for this approach?

40


− Reduce overlap



Take 3 minutes:

Write down the change(s) you’d like

to see moving forward.

KEEP IN MIND

the need for balance between:

1. Funders’ desire to own customer

engagement;

2. The risk-mitigation aspect of the

alliance; and

3. The speed of transforming markets.

41


− Reduce overlap



Breakouts!

(3-4 per group, 10-12 min, diversity!)

1. Share your change(s)

2. How does your change impact

others in your group?

3. Can you align/compromise on a

recommendation?

42


− Reduce overlap



Reconvene and Share Results!

1. Did you agree?

2. Disagree?

3. Compromise?

4. Does your recommendation strike

a balance between

1. Funders’ ownership of customer engagement;

2. The risk-mitigation aspect of NEEA;

3. The speed of transforming markets?

43


− Reduce

overlap

− Move NEEA

further

upstream

− Funders

execute

locally, fill in

the gap

Recommendations for

Business Planning Committee:

44

#2 Right-sizing Process (pg 23)

QUESTION: Are our coordination processes

right-sized for what’s needed?

Level-set:

− What’s our desired outcome for these processes?

− What’s the current structure?

− Survey Monkey results

− Coraggio Report – Capacity to Keep Up

45


− What’s our desired outcome for the coordination/

collaboration processes we’ve committed to?

46


NEEA-Convened Forums

Board

Exec

F&A

SPC

Gov

RM&O

AdHoc

RPAC

NGAC

RAC

CAC

IAC

RETAC

CEAC

Dryers Homes

RPP HPWH

DHP

CBSARBSA

Lighting XMP

EULR RSMP1 RSMP2 NRG SEM

NGCE

47

Survey Monkey Results

− Considering the NEEA advisory committees, work

groups and other related forums and collaborative

activities of which you are aware, and the alliance’s

Business Plan goals, do you feel that the number of

NEEA forums/activities is:

too few just right too many

61

84

RPAC

Members

NEEA

Staff

48

Survey Monkey Results

− Considering the NEEA advisory committees, work

groups and other related forums and collaborative

activities of which you are aware, and the alliance’s

Business Plan goals, do you feel that the frequency

of these NEEA forums/activities is:

not often

enough

just right too often

RPAC

Members

NEEA

Staff

54

58

49

Survey Monkey Results− RPAC votes at 2 key milestones in NEEA’s ILC. RPAC members

and their organizations are engaged in the development and

review of a detailed business case at multiple stages,

including—program work groups, sector advisory committees,

1:1 engagements with each organization, and ultimately RPAC.

Do you feel that the number of steps in this process is:

inadequate just right excessive

51

81

RPAC

Members

NEEA

Staff

50

Verbatims – 5 min review

See handout or click the following link for a 2-pager

with verbatim comments from:

− 2016 NEEA Advisory Committee Process Review

(a.k.a. “Coraggio Report”)

− Survey Monkey for this meeting

https://conduitnw.org/_layouts/Conduit/FileHandler.a

shx?RID=4427

https://conduitnw.org/_layouts/Conduit/FileHandler.ashx?RID=4427

51


Temperature Check: Is our collaboration right-

sized for accomplishing alliance goals?

52


Board

Exec

F&A

SPC

Gov

RM&O

AdHoc

RPAC

NGAC

RAC

CAC

IAC

RETAC

CEAC

Dryers Homes

RPP HPWH

DHP

CBSARBSA

Lighting XMP


NGCE

Take 3 minutes:

If you had to make

one big change to

streamline this

process, what

would it be?

Write it down, and

think outside

the box!

53


Board

Exec

F&A

SPC

Gov

RM&O

AdHoc

RPAC

NGAC

RAC

CAC

IAC

RETAC

CEAC

Dryers Homes

RPP HPWH

DHP

CBSARBSA

Lighting XMP


NGCE

Breakouts!(10 minutes)

1. Share big change

2. How does your

change sit with

others in your

group?

3. Can you align/

compromise on a

recommendation?

54


Reconvene and Share Results!

1. Did you agree on a big change?

2. Did you disagree?

3. Compromise?

4. Do you have a recommendation for

streamlining this process?

55


Recommendations for

Business Planning Committee:

56

Business Planning Workshop

57

Break

C+I Lighting

Regional

Strategic Market

Plan

2018 Plan Update for

Discussion

May 14, 2018

59

Align the region on

longer-term goals

Improve coordination in

the region

Maximize cost-effective,

long-term energy

efficiency opportunities

C+I Lighting Plan To Date

2015

Establish collaborative.

Set vision, mission, initial goals and actions.

Prioritize goals and actions to improve focus, clarity.

• Data Plan• Lighting Resource

Exchange• Customer-facing

guides• Code & ET

Conversations

2016 2017

Update priorities and actions.

• Supply Chain Overview

• Good, Better, Best Guide

• Pricing Data Prototype 1

• Midstream Coordination

2018

Refine approach. Update priorities and actions.

C+I Lighting Regional

Strategic Market Plan

Vision

Our customers choose quality, adaptable lighting that uses every kWh to its best advantage.

Goals1) The most efficient, quality products are readily

available in the marketplace.

2) Customers choose the most appropriate, efficient lighting system solution for their needs.

C+I Lighting Regional

Strategic Market Plan

2017 Priority Strategies 2017 Actions

Identify synergies &

complementary approaches to

align upstream and coordinate

mid and downstream

interventions

- Midstream coordination

- Supply chain leverage: develop

common understanding of

changes in supply chain &

effective interventions

Create & implement a data plan Timely, granular price trends

Create and leverage tools &

resource to build customer

demand

Offer consistent message to

customers and allies on good,

better best options for common

use cases

2018 Update Process

Surveys & Interviews

Steering Committee Workshop

Lighting PM Workgroup

InputCAC Review

Collect input on value to date and priorities

for future

Review input, reflect on

experience & needs, develop

strawman proposal

Share 2018 plan for CAC input

and refinement; gain alignment

and support

RPAC Review

Share with RPAC for final review; gain

alignment and support

Review & refine (or overhaul)

Steering Committee

proposal

Discussion

Priorities Do you support the priorities?

ApproachDo you have feedback/refinements on the adjustments

to approach?

Actions In which do you want your organization to participate?

Lessons Learned:

Our

Approach

2015-2017 Approach

Informed

Customer

Choices

Supply

Chain

Understanding

Data

to Inform

Programs

Midstream

Coordination

Pricing DataGood-Better-

Best Guidance

Midstream

Coordination,

TLED Incentive

Alignment

Presentation &

Discussion at

Summer Summit

Align on actions to address shared problems/needs

2015-17 Lessons Learned

• Long timeframes to get to deliverable

• Not always clear that results are being used or

effecting progress toward goals

• Strategies are not interrelated/reinforcing

• More informed

• Greater collaboration and mutual understanding

• Data and customer-facing resources that are

increasingly hitting the mark

Example: TLED Discussion

National Program

Incentive Levels (E Source via Peter Meyer)

Market Data (NEEA)

Program Data (Participating Utilities)

Puget Area + BPA

Alignment

Informed Program

Strategy

We need to send a clearer

market signal on TLEDs –

let’s try to align incentives

Collaborative discussion/

problem solving

Updated approach

Concept for updated approach that is

– More focused on the priority challenges that

emerged in the survey

– More integrated – information feeds directly into

problem we’re collaboratively tackling

– More applicable – first and foremost, results should

serve your programs

Proposed Approach for 2018

Customer & Trade Ally

Insights

Market & Program

Data

Product Performance,

Emerging Tech

Regional

Coordination/

Alignment

Market

Outreach (e.g. tools,

resources)

Inform

Program

Strategy

Training(e.g. input for NXT

Level, TAN

outreach)

Collaborative discussion/

problem solving

Identify Shared Challenge:

Define problem, objectives,

necessary inputs

IDE

NT

IFY

NE

ED

Next Need/

Problem

CO

LL

EC

T

INP

UT

S

CO

NV

EN

E

DIS

CU

SS

ION

OU

TP

UT

S

2018 Priorities

Proposed 2018 Priority Strategies

Increase adoption of advanced lighting

control systems

Inform program planning for commodity

lamps (TLED, HID-LED, CFL-LED, etc.)

Priority 1:

Advanced

Lighting

Control

Systems

Advanced Lighting Control

Systems

• Less than a quarter of the lighting load uses controls - <1% advanced controls

• Programs seeing very low (or no) rate of ALCS & LLLC in retrofit projects, yet other regions are seeing adoption

• As LED savings shrink, controls offer continued savings

• Cost reduction essential, requiring a strong & competitive market

LLLC Products Available

0

2

4

6

8

10

12

14

16

18

2013 2014 2015 2016

Advanced Controls

Proposed Priority StrategyIncrease adoption of advanced lighting control systems

2018 Focus1) What are the key barriers keeping advanced controls from being

installed (or going through programs) in the NW?

– What can programs do to address these barriers?

– What do customers and market partners need to support adoption?

2) What motivates customers to purchase (or not)? How can programs leverage these to increase adoption?

Questions for future consideration

• How can programs best achieve cost effectiveness?

• Which markets should be our focus?

• Which program strategies are most successful?

• What new control types and products are emerging? How should programs respond?

Priority 2:

Commodity

Lamps

2016

2015

2014

2013

T5 4ft Fixtures

T12 4ft Fixtures

T8 4ft Fixtures

LED Tube 4ft

Fixtures

Integrated LED

Fixtures

Commodity Lamps

TLEDs +311% Growth

Commodity Lamps

Rapid price drops in

TLEDs have left

programs scrambling to

keep up & short on

budget

Estimated 2017 Lamp Stock Excluding 4-foot linear and LED

(From Navigant Non-Res Lighting Model)

0

1,000,000

2,000,000

3,000,000

4,000,000

5,000,000

6,000,000

7,000,000

CFL Hal HighPressureSodium

Inc MercuryVapor

MetalHalide

Pin CFL

# o

f La

mp

s

HID – LED replacement lamps

100 watt Metal Halide 22W - claim of 100 watt HID equivalent

2640 lumens

50,000 hrs

8500 lumens

15,000 hrs

Are these equivalent? Which products and product

characteristics should we promote?

Commodity Lamps

Proposed Priority StrategyInform program planning for commodity lamps (TLED, HID-LED, CFL-LED, etc.)

2018 Focus1. Accepting that many customers will choose replacement lamps

over fixtures, what lamp characteristics or specifications should our programs/region promote?

2. How can available data be utilized to inform incentives & program strategy so that we stay ahead of the curve?

Questions for future consideration

• What additional data/analytics do we need?

• What program strategies are appropriate as price and savings decrease? When is the right time to exit?

• How can we encourage increases in efficacy? Is it worth doing?

Discussion

Priorities Do you support the priorities?

ApproachDo you have feedback/refinements on the adjustments

to approach?

Actions In which do you want your organization to participate?

Commodity

Lamps

Proposed Priority Strategy

Inform program planning for commodity lamps

2018 Focus

1. Accepting that many customers

will choose replacement lamps

over fixtures, what lamp

characteristics or specifications

should our programs/region

promote?

2. How can available data be utilized

to inform incentives & program

strategy so that we stay ahead of

the curve?

Advanced

Controls

Proposed Priority Strategy

Increase adoption of advanced lighting control systems

2018 Focus

1. What are the key barriers keeping

advanced controls from being

installed (or going through programs)

in the NW?

– What can programs do to address

these barriers?

– What do customers and market

partners need to support adoption?

2. What motivates customers to

purchase (or not)? How can programs

leverage these to increase adoption?

Thank you

C+I Lighting

Regional

Strategic Market

Plan

86

Public Comment?

87

Wrap-up

− How did today go for you? (Out of 5 stars)

• Favorite parts vs. least-favorite parts

• Seoul vs. Beijing

• Is the candy the right candy?

− How do we make Round Robin most valuable to you?

− Agenda topics for next meeting? (July 19—Portland)

Thank you,

RPAC!!

May 14, 2018

february 28, 2018 · pre-existing equipment: vav system- combined heating capacity, including...

Documents