1. You’re Getting Warmer... Smart Thermostat Pilot Update Presenters: Dan Rubado-ETO, Evaluation Project Manager Dennis Rominger-PSE, Market Manager Customer Solutions Todd Blackman-FPUD, Residential Energy Services Specialist Moderator: Bruce Manclark, CLEAResult, Director of Training & Special Projects

2. Smart Thermostats  Overview of Regional “Smart” Thermostat Pilots –Intent of residential pilot demonstrations –Considerations for working with “smart” thermostats –Utility perspective of observations and lessons learned –Gas vs. electric –Summary of utility efforts-PSE,ETO,Franklin

3.  Honeywell – Fully installed programmed VisionPro wifi thermostat system that will engage customers with a user interface  Customers - Single-Family Residential, Primarily heated with NG, PSE’s combined service territory  RFP 2/2013, Executed Contract 6/2013, Launched 8/2013, installs complete 11/2013, Evaluation Results due Q2 2015  Provisional Savings 8% of heating load  Recruited 1,000 Test, 1,000 Control  Major headaches Puget Sound Energy

4. Energy Trust of Oregon Pilot goals:  Test functionality, ease of installation, energy savings and customer acceptance of Nest thermostat  Better control electric heat pumps Study design:  Identified heat pump homes from recent home energy review participants  Selected random sample to offer a free Nest thermostat  Existing Homes program recruited participants and directly installed thermostats  Provided support for problems and technical issues  177 successful installs, 299 comparison homes Evaluation components:  Compilation of lessons learned  Series of two participant surveys  Billing analysis to determine energy savings

5. Franklin PUD  Recruitment –Scope –Targets  Evaluation –Sub-metered homes –Prior and post usage data  Goal  Lessons learned

6. Smart Thermostats  Considerations/Functionality –Control capabilities of HVAC equipment –Ideal target home –User control from cell phone/mobile device –Privacy issues –Availability of data stream and data sharing –Demand Response –Usability –Behavioral Improvements

7. Manufacturers Perspective  Current utility pilot tests  Manufacturers thoughts on pilot tests  Collaboration between utilities and manufacturers

8. Honeywell.com  8 Copyright © 2013 Honeywell International Inc. All rights reserved. Building a Better Pilot Multi-channel deployment Integrated DSM with EE + DR More models for greater customer choice Technology to engage customers Need for open standards and flexible platforms

9. Honeywell.com  9 Copyright © 2013 Honeywell International Inc. All rights reserved. One Platform for all DR Needs 2.0b certified Honeywell Server Comfort Point Open ™ gateway DRAS 8.0 2.0b certified Commercial & Industrial Utility Operator Residential Small Business

10. Nest Labs Confidential Nest’s Thoughts on Pilots Brian Farhi 7 May 2014

11. Nest Labs Confidential Why?

12. Nest Labs Confidential Pilot Approaches Traditional Approach Nest Fielded Device Approach Data Source Utility-deployed devices + Meter Data Customer-purchased devices + MyEnergy meter data Typical Number of DevicesHundredsThousands Time to Completion~6-24 Months~1-2 Months Utility Cost for Hardware & Installation Directly correlated to scale of pilot None Utility Cost for Analysis & AuditingVaries~$10k-$20k Selection BiasLargely addressablePresent Analysis Type Control-treatment and/or Before-after analysis Weather normalized before-after analysis; M&V provider with Nest Clean Room access Traditional Approach: Purchase Deploy Wait Analyze Nest Approach: Scope Area Analyze

13. Smart Thermostats Questions

14. Contact Todd Blackman Franklin PUD Residential Energy Services Specialist TBlackman@franklinpud.com 509-546-5946 Dennis Rominger Puget Sound Energy Market Manager, Customer Solutions Dennis.Rominger@pse.com 425-456-2396 Dan Rubado Energy Trust of Oregon Evaluation Project Manager Dan.rubado@energytrust.org 503-459-4069 Bruce Manclark CLEAResult Director of Training and Special Projects Bruce.Manclark@clearesult.com 541 517 5779