1. State EE/RE Policy Best Practices & Next-Generation Innovations: September Meeting Feedback on overall work plan and phasing of policies September 25, 2007 Mark Bailey, DOE-WIP Director & Ron Benioff, NREL

2. Meeting Goals Review Structure and Role of Technical Committee Solicit Your Feedback on the Draft Work plan, Especially: –Project Web-Site and other Tools for Sharing Information –Proposed Structure for Policy Analysis –Plan for Discussions at Regional Workshops and National Conferences Discuss Next Steps

3. Meeting Agenda 1:00-1:10 Meeting Goals – Mark Bailey, DOE 1:10-1:15 Recap from Last Meeting – Ron Benioff, NREL 1:15-1:25 Discuss Technical Committee Structure & Role 1:25-2:40 Review and Discuss Work Plan, Especially: –Project Web-Site and Outreach –Structure for Policy Analysis –Workshop and Conference Plan 2:40-3:00 Next Steps

4. Technical Committee Composition: Cross-Cutting Stakeholders – State Agencies and Associations: Departments of Transportation, Energy, and Environment, Utility Commissions, Agriculture, NARUC, NASEO, NCSL, CESA, NGA, ECOS – Federal Agencies: EPA, DOE – Research Organizations: ACEEE, ASE Role: Provide insight and expertise on – Work plan development and direction – Prioritization of policies reviewed – Review and input on metric development – Identification of opportunities to create a broad audience and facilitate buy-in to metrics

5. Objectives for State Policy Best Practices and Innovation Initiative Identify and quantify impacts of current state EE/RE policies that are: –most effective within policy types (e.g. RPS, Sales tax exemption, etc.), and –most effective policy types (e.g. RPS, Incentives, etc) for achieving particular public policy goals (e.g. local economic growth) Promote understanding of current best policies to foster broader use by more states Engage leading state officials and EE/RE market experts to identify and characterize next generation of innovative policies

6. Proposed Approach 1.Develop detailed work plan, project team, and technical committee (Sept, 07) 2.Conduct analysis to quantify and characterize policy impacts by type and drivers (Sept 2007-2008) 3.Conduct sessions at regional workshops and national conferences to identify and share policy best practices and innovations and plan further work (Spring or Summer, 08?) 4.Further develop next-generation innovations and complete policy best practices analysis and documentation 5.Disseminate information on state policy best practices and innovations 6.Provide technical assistance (including peer-exchange) to support policy best practice and innovation application

7. Comments on General Work Plan Questions for discussion: –Does the purpose make sense? –Does the approach seem reasonable? –Is anything missing?

8. New Developments in Work Plan Addition of project website Development of policy matrix and phasing Development of metrics for best overall policies for drivers and best in-policy attributes

9. Project Website Purpose: Disseminate ongoing project information on work plan development and progress toward goals. Create baseline location for further development on dissemination of outcomes. Discussion Questions: 1)Is it useful? 2)Additional dissemination activities (list serv?) necessary?

10. Policies and Phasing Policy categories developed from DSIRE Database and prioritization based on known data availability and immediate interest and needs. Discussion Questions: Additional Policies? Prioritization changes?

11. Policies and Phasing

12. Best Overall Metrics: Driver Focus Discussion Questions: Does it make sense for the policies to be judged based on meeting drivers? Are these the appropriate drivers? What additional metrics (to table) are needed? Which are not needed? Why? Drivers are baselines for basic needs of states.

13. NATIONAL SECURITYECONOMICENVIRONMENTAL Possible Policies PRIMARY DRIVER CONTINUUM RPS RFS Efficient Appliance Incentive Technology Grants Technology Rebates Tax Incentives EEPS Performance Contracting Value of industry Jobs created Consumer purchase power Imports Offset Fuel Diversity Local Air Quality Global Air Quality Overall Metrics FY2008 Policies

14. Regional Workshops and National Conferences Would like to identify upcoming regional workshops and national conferences to hold discussions of innovative policies and share information on policy best practice analysis –Your recommendations on key events? Will propose additional events to fill key gaps Work together to plan sessions at events and new workshops as needed

15. Proposed Next Steps Identify participants for ongoing project planning work group - comments on methodology, review of documents? Collect meeting and follow-up comments on work plan (especially best in policy attributes metrics) - October 10 Identification of regional workshops and national conferences for project outreach – October 10 Complete Work plan - October 20 Establish Communications Website - October 30 Your comments and suggestions?