1. 1 Northwest Energy Efficiency Taskforce Workgroup # 1 Measuring What Matters Looking ahead, what data must we have to succeed?

2. 2 Proposed Agenda INTRODUCTIONS Review of goals for NEET Review of objectives, timeline, and deliverable for our working group: Measuring What Matters Review of tasks mapped out for the Working group PHASE 1 TODAY: CURRENT STATE SURVEY –1. WHAT’S ALREADY COLLECTED –WHAT STILL NEEDED DETERMINE SURVEY INSTRUMENT METHOD OF SURVEY –2. DETERMINE SUBGROUP ORGANIZATION UTILITY/STATE/REGIONAL + OTHER? IOU/PUBLIC/STATE + OTHER GAS UTILITIES OR ORGANIZATIONS OTHER: FED? INDUSTRY PARTNERS? CONSULTANTS? CALIF? –3. Determine SUBGROUP CHAIRS? ASSIGN/SIGN UP DELIVERABLE/PRODUCT DESCRIPTION DUE DATES MILESTONES PREPARE TO PRESENT

3. 3 Proposed Agenda 1.INTRODUCTIONS 2.Review of goals for NEET 3.Review of objectives, timeline, and deliverable for our working group: Measuring What Matters 4.Discussions: 5.Data needs 6.Data availability 7.Identifying important gaps 8.Leveraging national, regional, other data sources to fill the gaps 9.Identification of sub-groups 10.Schedule for next steps

4. 4 Who’s here Circulate list Roundtable introductions

5. 5 Background on NEET and Workgroups Regional collaboration can provide for the acquisition of greater amounts of energy efficiency at an affordable cost. A Taskforce Executive Committee was formed consisting of 25+ senior-level representatives from utilities, state government, customers, industry and energy efficiency specialists to review and develop specific energy efficiency recommendations for the Northwest. Several technical work groups were formed to address key areas of focus for the region. Work groups will be open to all interested parties and co-chaired by key regional experts. Staff time and commitment to these work groups will be essential to the success of this effort.

6. 6 NEET Objective Advance the region’s energy efficiency acquisition through greater regional collaboration, commitment, customer involvement Advance the region’s energy efficiency acquisition through greater regional collaboration, commitment, customer involvement Timetable –By August 15 – Establish Current status –By September 26 - Identify strategies for acceleration of Energy Efficiency –By December 17 make recommend actions

7. 7 Working groups 1.Measuring what matters 2.Emerging solutions and technologies 3.High impact energy efficiency initiatives 4.The role of Marketing and Public awareness 5.Building energy efficiency workforce of the future 6.Rethinking governance and EE policies

8. 8 Workgroup #1 Tasks Task 1: Survey the Council, Northwest Energy Efficiency Alliance, the Energy Trust of Oregon, BPA, individual utilities and states to determine to what extent existing data is current, sufficient, and useful in the following areas: Task 5: Provide background on the different types of state programs which, in conjunction with utility-funded efforts, promote energy efficiency. –Survey state energy efficiency incentives and results –Survey state energy efficiency mandates and results –Survey state and local building codes regarding energy efficiency –Survey extent of building code enforcement –Survey state energy efficiency product standards Tasks 1 and 5 would need survey Task 2: Explore whether a regional approach to acquiring needed data is appropriate and, if so, recommend a solution. Task 3: Evaluate the current role of the Regional Technical Forum (RTF) and determine if it is adequately supported. Task 4: Recommend schedule and topics for regional research and data collection/analysis in the Northwest. Identify priority data needs. Evaluate budget needs in conjunction with other energy efficiency needs, opportunities and priorities. Task 6: Identify opportunities for regional synergies in the development of coordinated state approaches to energy efficiency incentives, building codes, code enforcement and product standards.

9. 9 Workgroup #1 Questions: Data What type of data (customer characteristics, energy consumption, end-use/load shape and energy efficiency cost data, etc.) is essential for: –Forecasting future loads (ENRGY AND PEAK) –Estimating energy efficiency potential –Providing the underpinnings for effective energy efficiency programs? How is data currently collected and how current is existing data? Is some data more important than others? How often does it need to be updated to be of use? What is the ideal scale to collect necessary data – utility territory, state, regional? Is there adequate data available for all parts of the region?

10. 10 Workgroup #1 Questions: State Initiatives, etc How do state initiatives, whether incentives, mandates or regulations, operate in tandem with utility-funded energy efficiency programs to enhance overall energy efficiency achievement? How do state initiatives, whether incentives, mandates or regulations, operate in tandem with utility-funded energy efficiency programs to enhance overall energy efficiency achievement? How do the four Northwest states currently collect data? Are there opportunities for more collaboration and in what ways? Is a regional approach for collecting data appropriate and, if so, what would be an optimal solution (s)? Are the current data collection initiatives (such as the Regional Technical Forum) effective and is the information readily accessible to stakeholders? Are their opportunities for greater efficiency, ease of use, transparency, etc.? Are data collection efforts adequately staffed and funded?

11. 11 What data is needed for; Demand forecasting –Energy and capacity Conservation –Planning –Implementation –Evaluation Demand Response

12. 12 Issues to be addressed by subgroupgs How do we identify important gaps? How should we leverage national, regional and other data sources to fill the gaps? All the other prior questions…

13. 13 Subgroups Tasks 1-6 –Future data needs –Refine survey instrument to reflect that subgroup: –Survey current state of data –Identify the gaps –Leveraging ReportingTimetable

14. 14 Workgroup #1 Tasks For today Task 1: Survey the Council, Northwest Energy Efficiency Alliance, the Energy Trust of Oregon, BPA, individual utilities and states to determine to what extent existing data is current, sufficient, and useful in the following areas: Task 5: Provide background on the different types of state programs which, in conjunction with utility-funded efforts, promote energy efficiency. –Survey state energy efficiency incentives and results –Survey state energy efficiency mandates and results –Survey state and local building codes regarding energy efficiency –Survey extent of building code enforcement –Survey state energy efficiency product standards

15. 15 Suggested subgroups Utilities IOU +Publics State and local government Regional and National organizations Private companies

16. 16 Measuring what Matters PHASE 1 SURVEY Task 1: Survey existing data for currency, sufficiency and usefulness Definition of energy efficiency includes both gas and electric. Definition of energy efficiency includes both gas and electric. Types of Data that we need to assess availability, adequacy and frequency. 1.Customer characteristics data 2.Energy consumption data 3.End use/load shape data, including hourly load data 4.Market characteristic and market baseline data 5.Energy efficiency technology or behavior change savings and cost data

17. 17 Survey of Council, NEEA, Energy Trust, BPA, IOU, Publics, States Review of draft survey questions Survey Format to use TelephoneEmailOn-line Identifying survey lead Identifying the correct person/s to email the survey to. Compiling the data Preparing the findings

18. 18 Comments about the survey?

19. 19 Data Needs issues need to be addressed –ACCESSIBILITY Electronic library for all data, including evaluation work –END-USE CONSUMERS End use/load shape data, including hourly load data Customer characteristics data –Residential, Commercial, Industrial, Ag –New construction, existing buildings –NEEA – frequency low, sample size relatively small –Behavioral segmentation Market Segmentation –Targeted market sectors – how using energy and decision-making, market actors; focus on commercial sector. Energy consumption data –Tie customer characteristics to consumption data for EUIs, billing data –Tracking consumption over time – panel of customers over time –PRODUCTS / SERVICES / PRACTICES Market sales information –Market sales and tracking on ongoing basis – private sector data on SKUs – trend data Regional measure database –Updated incremental cost data –Market shares for equipment –Baseline efficiencies for equipment – distribution of equipment sales –Savings for equipment and behavior changes –Best information/ status on emerging technologies Product and Services market characteristics and practices –Targeted supply chain for individual products – how does it work? –Baseline, etc –EVALUATIONS Sharing of information Regional initiatives where coordination of activities and results would be efficient (e.g. Energy Star Homes)

20. 20 Additional issues Avoided Cost (lack of consistency) Costs ( incremental EE measures, non- energy benefits ) Sectoral detail (transportation) Fuel market shares (gas, oil, wood..) Changing baselines Forecast needs Free-ridership (group 6?) Model validation data needs (simulation data)