pg&e’s automated demand response (adr) program

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www.peakload.org PG&E’s Automated Demand Response (ADR) Program: Streamlining Demand Response Project Procurement and Quality Assurance is the Next Big Thing Jyoti Rao Sr. Program Manager Ryan Bird Project Manager II

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Page 1: PG&E’s Automated Demand Response (ADR) Program

www.peakload.org

PG&E’s Automated Demand Response (ADR) Program: Streamlining Demand Response Project Procurement and Quality

Assurance is the Next Big Thing

Jyoti Rao Sr. Program Manager

Ryan Bird Project Manager II

Page 2: PG&E’s Automated Demand Response (ADR) Program

www.peakload.org

Market Challenges: A Customer’s Perspective What is ADR and where can I find the best ADR solution? How do I navigate the process to complete a project? How can I find financial assistance to help pay for projects? Who should I work with and how do I know they will do a good job?

Residential Small & Medium Business Institutional

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Page 3: PG&E’s Automated Demand Response (ADR) Program

www.peakload.org

SMB Pilot Supporting the Small & Medium Business market with balance-sheet-neutral financing and zero upfront cost

Page 4: PG&E’s Automated Demand Response (ADR) Program

www.peakload.org

Small & Medium Business (SMB) Pilot Overview: • Regulatory approval to expand ADR to the SMB market • Targeted to the Retail & Office sector in Fresno • Launched in 2017

Advantages: • Balance-sheet-neutral financing package • No upfront cost and fixed bill rate each month • Bonus pool (savings): 70% to customer, 30% to Vendor

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Page 5: PG&E’s Automated Demand Response (ADR) Program

www.peakload.org

Manage Your Power Serving Institutional Customers with Streamlined

Analysis, Procurement & Quality Assurance

Page 6: PG&E’s Automated Demand Response (ADR) Program

www.peakload.org

Manage Your Power – Institutional Customers Overview: • Ambitious climate goals • Strict competitive bidding • Large portfolios & limited resources Advantages: • Streamlined analysis & procurement • Strengthened trade ally network • Built in quality assurance 6

Page 7: PG&E’s Automated Demand Response (ADR) Program

www.peakload.org

Streamlined Service Procurement

MYP

Review project recommendations and revise scope

Provides data access for

interval data analysis

Request multiple bids & receive quotes from qualified

vendors

Compare vendors &

proposals in one place

Provide feedback to

improve network

ANALYZE SCOPE SOLICIT CHOOSE ASSESS

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Page 8: PG&E’s Automated Demand Response (ADR) Program

www.peakload.org

Integrated Procurement Ecosystem

Customer

Contractor Utility

• Competitive Procurement Made Easy • “Right-time” Engagement

• Build Ongoing Customer & Trade Ally

Relationships

• Share Information & Raise Awareness

• Track Market Transformation

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Page 9: PG&E’s Automated Demand Response (ADR) Program

www.peakload.org

Built-In Quality Assurance Master the Basics • Track Credentials • Automated notification of expiring documents Continuously Promote Excellence • Introductory training & regular check-ins • Customer satisfaction surveys Build a Qualified Workforce • Reward investment in education & training • Disseminate trainings & best practices • Raise awareness of utility programs & industry trends

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Page 10: PG&E’s Automated Demand Response (ADR) Program

www.peakload.org

Residential ADR Enabling ADR adoption and participation for residential

customers through integrated processes & consistent messaging

Page 11: PG&E’s Automated Demand Response (ADR) Program

www.peakload.org

Overview • Regulatory approval to expand ADR into the Res market • DR incentive launched in Q3 of 2017 • Integrated effort between DR & EE Advantages • Streamlined process - one portal, one database, and one application for both EE & DR,

which in-turn ensures a good customer experience • Wider adoption and increased participation through collaboration with device

manufacturers and third parties • Co-brand and co-market DR with EE to give a common message to customers

Residential ADR

Page 12: PG&E’s Automated Demand Response (ADR) Program

www.peakload.org

Key Takeaways • Tailored program design to suit individual markets – customer verticals are

unique! • Streamlined processes • Integrated platforms – knowledge-based, easy-to-use • Support customers & trade allies – education, project management, and

quality assurance • Consistent customer messaging among stakeholders

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Page 13: PG&E’s Automated Demand Response (ADR) Program

www.peakload.org

THANK YOU!!

Visit: www.pge.com/autodr

Contact us:

Jyoti Rao [email protected]

Ryan Bird [email protected]