13th Rocky Mountain Utility Exchange, Sept. 24-27, 2019 in Aspen, Colorado

13th Rocky Mountain Utility Exchange Agenda

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Tuesday, September 24, 2019
12:00 - 1:00 pm Lunch Buffet in Davis Commons
Buffet lunch with opportunity to network

Workshop 1
Residential Customer Engagement Tactics

1:00 - 3:00 pm

Fresh Tactics For Connecting With Residential Customers

Question: What is a product team to do when you're not allowed to advertise specific rebate products, you're also not allowed to email anything more than 30 words in a message (and only 2-3 times during cooling season), and you have committed to growing customer use of the product? Answer: GET CREATIVE!

This session will explore some bold "outside of the box" tactics developed for 2019, the results, and implications for the future:

  1. Offer instant rebates at the retailer point of purchase
  2. Offer instant rebates through participating distributors and trade partners
  3. Invite customers to special events at the top 39 retail locations during cooling season
  4. Build a pay-for-performance contract focused on training retailers to knowledgeably guide customers to make decisions that will save money and energy
Ann Kirkpatrick, Xcel Energy Ann Kirkpatrick
Xcel Energy
Steve Mannhard, Simple Energy Steve Mannhard
Simple Energy
Lisa Pucelik, Slipstream Lisa Pucelik
Slipstream
Michael Levinson, Group 14 Engineering Michael Levinson
Group 14 Engineering

The Impact of Instant Rebate Programs On Customer Behavior

EFI will be discussing the success of a pilot program on instant rebates that was recently deployed in Massachusetts with Lowe's and 8 utilities. The technology performed flawlessly in the field and increased program participation by 166%. Based off of recent case studies and reports, EFI will be presenting on the importance of utility incentives evolving to innovative technology to increase customer engagement and participation.

Tiffany McCann, EFI Tiffany McCann
EFI

Workshop 2
Combining Healthy Homes with Energy Efficiency

1:00 - 3:00 pm

Toward the Holy Grail: A Pilot Community Health Worker and Healthy Home Evaluator Collaboration to Improve Asthma and COPD Outcomes

Pierce County, Washington Weatherization partnered with the Tacoma-Pierce County Health Department to create a Healthy Homes pilot program in 2016. The pilot explored cross-sector collaboration to integrate healthy homes measures and health education into low-income weatherization services using BPI's Health Home Evaluator certified professionals. Asthma Community Health Workers (CHWs) provided asthma and COPD education, environmental trigger assessment, and support for behavioral changes. The WAP HHEs provided healthy home assessments and improvements. The pilot served 53 households and 78 persons with respiratory conditions. Some received comprehensive weatherization and healthy homes measures and others received only educational visits and low-cost measures. This session focuses on the evaluation of respiratory health outcomes from the pilot and outlines the unique contributions of CHWs and HHEs in improving asthma and COPD control and quality of life.

Larry Zarker, Building Performance Institute Larry Zarker
Building Performance Institute
Judy Olsen, Tacoma-Pierce County Health Department Judy Olsen
Tacoma-Pierce County Health Department

Healthier Homes Through Energy Upgrades

Energy reduction does more than reduce kilowatts, it also makes the indoor environment healthier. Air sealing incentives that reduce air leakage also reduces contaminate pathways, asthma triggers, pest entry points and, improves comfort. But we usually promote our efficiency programs with messaging around the energy savings they will see, which may not be the case if a comprehensive project is not done, and may not be the trigger for a customer to take action. If you want to increase efficiency program participation and energy savings, then start promoting healthier homes as the primary outcome from comprehensive efficiency projects, ahead of energy savings. We will provide examples of this kind of customer engagement messaging from Peninsula Clean Energy and Fort Collins programs.

Kim DeVoe, Fort Collins Utilities Kim DeVoe
Fort Collins Utilities
Joe Medosch, Hayward Score Joe Medosch
Hayward Score

Achieving Net Zero Through Tightened Air Barriers

Investigation of Utah's 1st Net Zero Community reveals that 60% of the energy savings was due to a simple tightening of the air barrier. This presentation explores data and performance of that community as well as other interventions made across the state of Utah to bolster energy efficiency with particular focus on tightened air barriers. Considerations are given to "bang-for-the-buck" strategies that reduce energy demand by nearly 60%. Pre- and post-test energy data will be shared as well as install costs, labor costs, and time to perform installation. This study includes 38 residential and multi-family dwellings that cross-cut the spectrum of new construction to retrofits and large custom homes to affordable micro-units.

Tiffany Ivins, Living Zenith Tiffany Ivins
Living Zenith
Mitchell Spence, Utah's Net Zero Consortium Mitchell Spence
Utah's Net Zero Consortium
Michael Blakesley, AeroBarrier Michael Blakesley
AeroBarrier

Workshop 3
A Review of Holy Cross Energy's Recent Activities

3:00 - 5:00 pm

A Review of Holy Cross Energy's Recent Activities

This briefing will cover several areas of interest to the region, covering recent developments at Holy Cross Energy. These developments include:

  1. Status update on HCE's 70/70/30 transition to high renewable content in its power supply.
  2. New rate structure and for retail customers.
  3. New utility programs including support for beneficial electrification.

With advances in technology and changes in energy markets, utilities now have the opportunity to bring on new cleaner energy resources at costs comparable to our existing supply. This will allow Holy Cross Energy to meet its clean energy goals at no additional cost while maintaining the reliable and safe service our members have come to expect and we believe this model can be duplicated elsewhere. We are also building new member energy efficiency, demand response and beneficial electrification programs that can be adopted by other utilities trying to reach similar goals.

Steve Beuning Steve Beuning
Holy Cross Energy
Jenna Weatherred, Holy Cross Energy Jenna Weatherred
Holy Cross Energy

 

Wednesday, September 25, 2019
7:30 - 9:00 am

Breakfast Buffet and First-Timers Orientation in Davis Commons
Buffet breakfast with opportunity to network
Joy Manning, High West Energy

 

Roundtable Co-Chairs

Jackie Ducharme, Xcel Energy Co-Chair Jackie Ducharme
Xcel Energy
Bryce Brady, Platte River Power Authority Co-Chair Bryce Brady
Platte River Power Authority
9:00 am

Welcoming Remarks
Jackie Ducharme, Xcel Energy and Bryce Brady, Platte River Power Authority

9:15 am

Roundtable Discussion with Utility and Government Agency Introductions
Brief introduction by a designated representative from each utility and government agency present on the one topic they would most like to discuss during the roundtable and the one item that they would most like to learn or share during this event (such as new programs being considered or launched, etc.)

10:15 am Refreshment Break
10:30 am Roundtable Discussion of Hot Topics
12:00 pm Lunch Buffet in Davis Commons
Buffet lunch with opportunity to network
 

General Session 1 Co-Chairs

David Hornbacher Co-Chair David Hornbacher
City of Aspen
Steve Beuning, Holy Cross Energy Co-Chair Steve Beuning
Holy Cross Energy
2:00 pm

Keynote: What Would Amazon Do? Transforming DSM Programs and Rates to be more Customer-Centric

Tom Hines, Arizona Public Service Tom Hines
Arizona Public Service
Lon Huber, Navigant Lon Huber
Navigant

Discover how Arizona Public Service is reinventing its efficiency, demand response, electric vehicle, and solar programs for all customer classes to address peak load and emission reduction challenges. Learn how APS is engaging with trade allies and other stakeholders such as thermostat manufacturers whose geo-fencing programming risks increasing customer bills. As for reinventing rates, hear Lon’s vision now being considered by utility CEOs and regulators to learn from Netflix, Amazon, and others to create subscription-like energy rates that better engage customers to help meet utility challenges.

Tom Hines is a Principal and co-founder of Tierra Resource Consultants, working to help utilities transition from more traditional DSM programs by developing new business models and program designs that take advantage of emerging Distributed Energy Resource (DER) opportunities and challenges. Mr. Hines is a demand side management expert with more than 25 years of experience in program design, implementation, evaluation and regulatory policy. Tom has created and implemented multiple award winning programs earning 11 EPA ENERGY STAR Partner of the Year and Sustained Excellence Awards, 2 ACEEE Exemplary Program Awards, and 2 AESP program of the year awards. Since 1997, Tom has consulted with Arizona Public Service Company (APS) in designing, developing and evaluating the company's highly successful portfolio of EE and DSM/DER programs. His recent work focuses on working with residential and commercial customers to shift load and manage energy use on Time of Use and Demand based rates; developing and designing new Distributed Energy Resource programs and pilots; evaluating the load shape impacts of customer DER use cases; and the interaction between DSM/DR programs and utility rate structures. Tom has extensive experience with public utility commissions, providing direct testimony, developing filings and working directly with commission staff and stakeholders.

Lon Huber’s rate-changing concepts have been published by Public Utility Fortnightly and Cooperative Research Network, and Utility Dive named him Innovator of the Year. Lon leads Navigant’s North American retail regulatory offering, where he pushes advances in rate design, RPS modernization, energy storage, DER compensation & ownership, and community solar. Lon has over 10 years' experience in the energy industry, his experience spans public and private sectors, as well as academia.

2:30 pm

Customer Insights: Informing the Future
Gabe Caunt, Colorado Springs Utilities with Allie Marshall, Cadmus

To support Colorado Springs' new energy vision, Utilities is accelerating the deployment of demand-side management opportunities through an expanded residential and commercial efficiency portfolio. Importantly, Utilities seeks to align its new programs with customers' needs, to help customers overcome barriers to engaging with efficiency, and to support customers in reaching their efficiency goals. This process began by gathering primary residential and commercial customer data, combined with secondary research to inform the final program models. Next, Utilities developed bottom up program designs, as well as updated its potential study. Finally, Utilities will launch the redesigned programs to help their customers save energy and money while contributing to the community's vision for a stable, efficient future.

3:00 pm

Program Design with Rapid Prototyping
John Phelan, Fort Collins Utilities

Designing your next program using the principles of innovation through rapid prototyping will help it serve the needs of participants and stakeholders from day one. Testing prototypes to verify underlying assumptions ensures that your program does not stumble out of the gate by understanding customer acceptance and interest before you invest too much time and money. The presentation will cover the key characteristics of effective prototypes: fidelity, functionality and flexibility and how Fort Collins used the toolkits from the Bloomberg Mayors Challenge to design the EPIC Loan Program and win $1M. Testing and learning supports idea evolution to gain insight to improve and develop the concepts and idea evaluation to explore whether the idea will achieve the intended results. This intro will help shift your perspective from "go slow to go fast" towards "fail early for success."

3:30 pm Refreshment Break
 

General Session 2 Co-Chairs

Ron Horstman, Western Area Power Administration Co-Chair Ron Horstman
Western Area Power Administration
David White, Poudre Valley REA Co-Chair David White
Poudre Valley REA
3:45 pm

Avoiding One Way Roads—How to Design a Two Way Street for Business Customer Engagement
Fred Alatalo, Consumers Energy with Vanessa Barbarisi, ILLUME Advising

A strong energy waste reduction (EWR) strategy often includes very strategic programs targeting business customers. Understanding these customers, from small business to large strategic accounts, can be challenging and meeting their individual needs even more difficult. Through innovative customer research and journey mapping, Consumers Energy has been able to enhance their approach to commercial customer engagement. Consumers Energy employed a unique blend of primary research including: ethnographic research with different business customer segments, focus groups with previous participants and nonparticipants, and internal workshops to align their team on the optimal customer interaction strategy. Through this work, Consumers Energy was able to build strong internal alignment on their desired customer service and carry forward a consistent and tailored approach to addressing customer needs and interest. These efforts resulted in increased alignment and focused customer outreach strategies.

4:15 pm

Uniting Programs to Simplify the Customer Journey
Rob O'Connell, Xcel Energy; Kristin May, Xcel Energy; Clayton Reed, CLEAResult

Xcel Energy's Home Energy Squad program joined forces with the Home Energy Audit program, Home Performance with Energy Star program, CLEAResult, and even partner utilities and regional implementers to simplify the customer journey, lower prices, and deliver more energy savings. Customers benefit by combining multiple program offerings into one streamlined customer journey. Xcel Energy benefits by increasing participation in all its program offerings. This initiative grew out of challenges experienced by each program individually including: inconsistent participation, cost-effectiveness, customer engagement, and complicated customer journeys. Find out how these challenges were addressed and how the project team found new ways to remove barriers and collaborate across programs and stakeholders to reimagine the customer journey.

4:45 pm

Targeting Retail Incentives to the Customers Who Need Them Most: Lessons From the First Two Years of Platte River's Shift Model Program
Adrien Kogut, Platte River Power Authority; Brian Tholl, City of Fort Collins; and Marti Frank, Efficiency for Everyone

In 2017, Platte River Power Authority began piloting an innovative approach to its appliance program. Data from across the US show most appliance incentives are paid on high-priced products. Seeking to address this gap and reach customers buying at the lowest price points, Platte River focused its program on entry-level ENERGY STAR® models, working to shift customers away from cheap inefficient models to the cheapest ENERGY STAR models. This approach showed results from the first month and continues to have a substantial impact on retail sales. Market share of incented ENERGY STAR models show double and triple-digit increases; Sales of inefficient models have been nearly eliminated. This presentation will describe Platte River's program strategy and activities, quantitative results, lessons learned, and future plans.

5:15 pm

Sponsor Showcase Lightning Round
Lightning-fast round of introductions to companies that offer leading-edge technology and service innovations. Emphasis will be on field applications and utility case studies. Listen closely to capture the quiz question answers to enter to win a valuable prize.

Presenters:
Jamie Mascarin, AM Conservation Group; Tiffany McCann, EFI; Landis + Gyr

5:30 - 7:00 pm

Poster Session and Networking Reception

Christmas Wharton, Grand Valley Power Co-Chair Christmas Wharton
Grand Valley Power
Tracey Hewson, City of Loveland Co-Chair Tracey Hewson
City of Loveland
Trina Zagar-Brown, White River Electric Association Co-Chair Trina Zagar-Brown
White River Electric Association
  • Promoting the Value of Residential Energy Efficiency in the Real Estate Market
    Kirk Longstein, Fort Collins Utilities with Kim DeVoe, Fort Collins Utilities

  • Collaborating to Drive Electric Vehicle Adoption: Lessons from Other States
    Jane Chipman, EV Alliance / ZNE Alliance

  • Shifting from Energy Assessments to Project Facilitation in Ag
    Michael Turner, Colorado Energy Office with Brian Carlin, Nexant

  • Never Wait for a Good Crisis
    Dr. Liesel Hans, Fort Collins Utilities

  • Permanent Magnet Synchronous Motors for Commercial Refrigeration
    Brian A. Fricke, Oak Ridge National Laboratory with Hari Harikumar, QM Power

  • Are Your Customer Engagement Strategies Getting Desired Results?
    Jen Loomis, Opinion Dynamics

  • Total Energy Saving—Shared Role Drives Projects that Save Electricity and Natural Gas
    Tanuj Gulati, Energy Insight

  • Optimizing the Telecommunications Industry Through Energy Efficiency Optimization
    Steven Hiersche, Franklin Energy with Adam Dubicki, TDS

  • Piloting the Future of Lighting in School Education Kits
    Rob O'Connell, Xcel Energy

 

Thursday, September 26, 2019
7:30 - 9:00 am

Breakfast Buffet in Davis Commons
Buffet breakfast with opportunity to network

 

General Session 3 Co-Chairs

Joy Manning, High West Energy Co-Chair Joy Manning
High West Energy
Tracey Hewson, City of Loveland Co-Chair Tracey Hewson
City of Loveland
9:00 am

Colorado's Energy Storage Study
Michael Turner, Colorado Energy Office

Industry experts predicts that in the next 12 years, energy storage will mirror solar's growth between 2010 and 2015, which was 700 percent. The growth of this technology will be vital to integrating more renewable energy onto the grid and helping achieve Governor Polis' clean energy vision. This could lead to numerous energy saving benefits, greater resiliency and a more efficient electric grid overall. In February, 2019 CEO issued a solicitation for proposals to investigate and develop strategies for Colorado that target the development of the energy storage sector. The report aligns Colorado's competitive advantages with energy storage industry needs, placing emphasis on those that would accelerate industry emergence and growth. CEO will discuss the report findings and recommendations to accelerate the development of commercially viable storage technologies.

9:30 am

Solar+Battery Customer Response to Time of Day Rates
Leland Keller, Fort Collins Utilities

As one of many distribution utilities seeking to achieve 100% renewable electricity supply in the not-too-distant future, Fort Collins Utilities will coordinate with customers investing in their own distributed generation and storage resources. Utilities must balance the incentives for early adopters with equitable rate design and a host of other investments to modernize the grid and prepare for bi-directional energy flows. We contemplate the questions "How much prodding do prosumers need to act?" and "How and when do we need to manage the surge in development of distributed energy generation and storage?" Under the Fort Collins Utilities Time of Day rate structure, energy consumed during on-peak hours costs three times the off-peak rate (a 16 cent differential). Learn about how residential solar PV customers are responding to the mandatory Time of Day rate, benefits of using storage to arbitrage against the rate, and how Fort Collins Utilities is supporting the arbitrage play.

10:00 am

Resource Curves—Time to Value Efficiency
Adam Scheer, Open EE

Innovations in hourly savings methods make it now possible to value and incentivize the realized time value of energy efficiency interventions. Pacific Gas and Electric is leveraging Advance Metering Infrastructure (AMI), standardized and automated calculation tools, to enable meter-based performance program designs that are targeting steep ramping periods that support grid needs and calculate actual carbon off sets. This presentation will include a detailed description of the methods, the core elements of program design (like a time based targeted incentive) and the key lessons learned from this program.

10:30 am Refreshment Break
 

General Session 4 Co-Chairs

Brian Tholl Co-Chair Brian Tholl
City of Fort Collins
Christmas Wharton, Grand Valley Power Co-Chair Christmas Wharton
Grand Valley Power
10:45 am

Widespread Electrification of the Transportation Sector: What Does It Mean For Utilities?
Alantha Garrison, Gunnison County Electric; Eric Mallia, FleetCarma; Zach Owens, Colorado Energy Office; and Christian Willis, Colorado Energy Office

In January 2019, Governor Polis released an Executive Order (EO) for widespread electrification of the transportation sector. The EO creates a state interdepartmental electrification workgroup, directs CDPHE to develop a Zero Emission Vehicle (ZEV) Program, redirects remaining eligible Volkswagen (VW) settlement funding to support electrification of transit, school buses and trucks, directs CDOT to develop a department zero emission vehicle and clean transportation plan, and recommits to the REV West MOU. What does this mean for utilities in Colorado and the West? Colorado Energy Office will present program and policy updates including implementation of the EV Direct-Current Fast-Charging Corridors Program, Charge Ahead Colorado, CDOT's electric bus funding, the ZEV Program, and updates to the VW Mitigation Plan and what it means for transit, buses, and trucks while highlighting how utilities are participating in these programs and preparing for transportation electrification.

11:15 am

CBIL: A Sandbox For Utilities and Building Owners to Evaluate Traditional Energy Savings and Other Non-Traditional Benefits
Stephanie H. Johnson, U.S. Department of Energy; Grant Wheeler, National Renewable Energy Laboratory; and Bethany Sparn, National Renewable Energy Laboratory

The Commercial Buildings Integration Laboratory (CBIL) in the Energy Systems Integration Facility (ESIF) is operated with feedback from a technical advisory board of building owners and utilities to evaluate interactive commercial building loads, with a focus on building occupants. The CBIL leverages partnerships with utility programs to advance the science of grid-interactive efficient buildings, with an initial project portfolio that includes multi-RTU coordination using complex controls to understand the efficiency and grid service potential. NREL, DOE, and ComEd are scoping the next tranche of equipment to test including HVAC, refrigeration equipment, water heaters and advanced building controls. This laboratory includes the infrastructure to emulate three commercial buildings and leverages the ESIF infrastructure including energy storage, electric vehicles, and MW-scale PV and grid emulators to enable hardware-in-the-loop validation of technologies under different grid conditions.

11:45 am

What Are Our Large Business and Community Customers Asking from Their Utility...
Bill Conrad, Xcel Energy with Justin Fletcher, PowerSecure

What are businesses customers and communities asking for from their electric and gas utilities. Bill Conrad, Xcel Energy, will present on how they are meeting the increase in requests for partnerships and collaboration to support communities and business customers sustainability goals around zero carbon, renewable energy and energy efficiency. Along with Bill will be Justin Fletcher of PowerSecure presenting on how they support utilities with customer requests for increased resiliency and demand response at their critical facilities.

12:15 pm

Lunch Buffet in Davis Commons
Buffet lunch with opportunity to network

Breakout Sessions

Track A – Gas

Alan Stoinski, Cheyenne Fuel, Light and Power Co-Chair Alan Stoinski
Cheyenne Fuel, Light and Power
Ann Kirkpatrick, Xcel Energy Co-Chair Ann Kirkpatrick
Xcel Energy
2:00 pm

The Future of Gas DSM Programs; Highlights From the 2020-2022 Colorado Gas Efficiency Plans
Moderator: Katie Parkinson, Apex Analytics
Presenters: Rob Leivo, Atmos Energy; Michelle Beaudoin, Xcel Energy; Penne Fugate, Atmos Energy; Caroline Medlock, Colorado Natural Gas; and Jim Dillon, Black Hills Energy

This panel be comprised of the regulated Colorado natural gas providers. Presenters will share short (5 minute) highlights from their 2020-2022 DSM plans and discuss programmatic challenges and successes they are encountering. The panel participants will share how natural gas programs are evolving and what opportunities still remain in this sector.

2:30 pm

Protecting and Growing Gas Programs—A Brainstorming Session
Moderators: Ann Kirkpatrick, Xcel Energy and Alan Stoinski,Cheyenne Fuel, Light and Power
Presenters: Chad Wallis, Vectren Energy Delivery with Jeana Swedenburg, Cadmus

Meeting Dth (decatherms) program goals is trickier and trickier these days. This session is a participant rich format. We'll identify the top challenges for each market segment, and break into smaller groups to share ideas and brainstorm new ones, then report out to the larger group.

Stepping on the Gas with C&I Thermostats
In recent years, Wi-Fi and smart thermostats have swept the residential DSM world, but what can this technology offer to the commercial and industrial sector? Vectren, a natural gas utility in Ohio, realized significant savings after introducing a new rebate offering for Wi-Fi thermostats to its commercial and industrial customers. This presentation will review verified natural gas savings from the program's first two years of operation and highlight lessons learned from introducing a familiar technology to a new sector. The presentation will also compare Vectren's program performance to other "early adopters" that are on the front lines of proving Wi-Fi and smart thermostat technology can work in commercial and industrial settings.

Track B – Electric

Gary Myers, Tri-State Co-Chair Gary Myers
Tri-State Generation and Transmission
Chris Michalowski, Mountain Parks Electric Co-Chair Chris Michalowski
Mountain Parks Electric
2:00 pm

Case Study—Energy Savings from Dark Sky Lighting in a Townhome Neighborhood
Gary Schroeder, Fort Collins Utilities

Saddlebrook Townhomes, a community of 117 townhomes in Fort Collins, CO, replaced overly-bright porch lights on every residence and glaring post-top lights with dark-sky-friendly LED fixtures. In addition to realizing substantial energy savings, residents are experiencing a friendlier night-time environment as well as greater safety and security. The project was a collaboration between the neighborhood and Fort Collins Neighborhood Services, Utilities and Police as well at Colorado State University and the National Park Service. To celebrate the project, the community recently hosted a star gazing night through the Northern Colorado Astronomical Society using their large telescopes to view constellations that were invisible before the retrofit. Before and after photos with lighting metrics and lessons learned will be shared.

2:30 pm

Heat Pump Technology and Storage
Gary Myers, Tri-State Generation & Transmission; Don Shirey, EPRI; Kristin May, Xcel Energy; and David Podorson, Xcel Energy

"Hidden Battery—The Evolution of Heat Pump Water Heaters
Electric water heaters are the invisible battery in a customer's home. In order to help customers save energy and money on their bills, we're incentivizing hear pump water heaters, which can save over 50% of a customer's hot water every use, on average. And in order to lead the clean energy transition, we are creating a load shifting program with those water heaters. Thus, this program meets two of Xcel Energy's primary goals: keep customer bills low, and lead the clean energy future."

"Low Temperature Heat Pumps—Another Great Option for Utilities
Walk you through the collaborative pilot program successfully implemented in 2018 and early 2019. It's another opportunity that keeps the industry at the vanguard of newer HVAC technology ideas and customer-facing energy saving efforts. Gary and Don will, based on first-hand knowledge, outline the many program steps—from site and contractor selection to program general costs, timing, data collection and interpretation, etc. Both Don and Gary welcome a lively discussion and will stand ready to talk ""nuts and bolts,"" as you desire. This program has captured real time data, that brings the project full-circle with data results you will want to see!"

3:30 pm Refreshment Break

Track C – Data Analytics

Co-Chair Bryce Brady
Platte River Power Authority
Chuck Finleon Co-Chair Chuck Finleon
Longmont Power & Communications
3:45 pm

Software Solutions for the Customer Experience
Bryce Brady, Platte River Power Authority; Kim Page, Nexant; Sarah Stanton Johnson, Platte River Power Authority; and Luke Klasinski, Nexant

Improving Customer Experience while Increasing Savings
Customer experience has become paramount to utilities, achieving savings goals within budget has become more and more challenging. Automating the arduous process for both for the customer and trade ally it increases participation and customer satisfaction. Automation will provide Utility Benefits—Increase customer satisfaction by providing an online search to find certified, high-quality trade allies—Optimize customer programs and design campaigns leveraging insights on trade ally performance—Streamline trade ally management through certification tracking, training events and network enrollment process—Boost cost-effectiveness and reduce overhead through peer-to-peer forums and consistent communication Trade Ally Benefit—Generate business through customer leads from online certified trade ally search tool—Upsell services by leveraging customer insights on program eligibility and previous engagements—Optimize operations with information on upcoming utility customer programs, budgets, and certification requirements —Streamline customer communications through marketing materials coordinated with the utility—Brand as "Expert" through trade ally training events, resources, and integrated access to other iEnergy tools.


Software Implementation: The Good, The Bad, The Reality
Considering moving to a software management platform? This session will offer perspectives from both the utility project lead and software engineer on the software implementation for a residential energy efficiency program. We will cover the good, the bad, and the realities of time involved designing the program, how existing program processes changed, launch, and interactions with the program now."

4:15 pm

A Collaborative Specification to Solve Energy Efficiency Data Needs and Bring Connected Devices Into Programs
Amy Jiron, U.S. Department of Energy with Greg Barker, Energy Solutions

Connected devices have the potential to solve energy efficiency programs' greatest needs, such as enabling measure development, allowing accurate measurement and verification, and enabling simple data-based program designs. However, this requires a clear approach and data specifications that clearly align with manufacturer capabilities and utilities' needs. With U.S. DOE funding, Energy Solutions and NREL piloted the development of a common specification for connected device data with engagement from utilities nationwide to understand their data needs for creation and approval of rooftop HVAC Advanced Retrofit Controls measures. Five HVAC technology manufacturers provided data samples from their connected controls and specification input, and the team crafted a common specification consistent with data standardization terminology. Utilities can leverage the resulting consensus-based specification to collect uniform data to create or update their program measures.

4:45 pm

Maximizing the Value of an Rf Network Investment Using Intelligent Line Sensors
Josh Snoddy, Holy Cross Energy with Joey Alexander, Landis+Gyr

Utilities have been investing heavily in deploying network infrastructure to support communications for electric, water, and gas AMI. These multi-purpose networks can be easily leveraged to provide additional value to the utility and ultimately the energy consumer. Landis+Gyr has partnered with Holy Cross Energy to integrate S610 intelligent line sensors onto the existing AMI network infrastructure. During outage situations, these line sensors provide precise information that is used to send crews directly to fault locations, resulting in lower O&M costs for Holy Cross and faster restoration times for the consumer.

Track D – Change Management for Customer-centric Programs

Alantha Garrison Co-Chair Alantha Garrison
Gunnison County Electric Association
Gabriel Caunt Co-Chair Gabriel Caunt
Colorado Springs Utility
3:45 pm

Customer-centric M&V
Jeff Perkins, ERS

There is wide agreement across the industry that measurement & verification (M&V) must transition to something new. Talk of change is everywhere, yet all versions of M&V still (as always) leave the customers out of the equation. When it comes to EM&V, customers are treated like specimens, there only to hypothesize a counter factual. Meanwhile, back at the ranch, the exploding Internet of Things (IoT) is allowing building owners to understand their facility like never before. We should now be engaging customers with building data at a high resolution for every efficiency retrofit completed. The data gathered could serve evaluation, implementation, and yes, even to make the whole effort more customer-centric.

4:15 pm

Focusing on the Customer In A Big Way; Enterprise Wide Customer Experience Training
Heather Hemphill, Xcel Energy with Jackie Ducharme, Xcel Energy

As customers are exposed to more and more great experiences, their expectations continue to rise for all of their service providers. And with new entrants into the utility industry every day, deepening customer relationships is more important than ever. Xcel Energy's Customer Experience Training effort is aimed at helping employees see how they can best interact with customers and improve relationships so they will remain Xcel Energy customers in the future. This in person training launched in April 2018 and will take several years to complete as it is enterprise wide, but transforming the customer experience will be a journey, and this training is just one way Xcel Energy is committed to success.

4:45 pm

Goldilocks and the Three Clean Energy Options
Eric Van Orden Xcel Energy

Utilities and governments are increasingly offering multiple clean energy options to different customer segments such that the customer feels like theirs is "just right". This presentation will include some of the key features of clean energy programs such as location, commitment, cost, and technology while sharing the challenge of packaging the perfect balance of each to meet many different customer's needs, from homeowners, renters, small businesses, large businesses and more. Additionally, as programs get more complex while also going beyond the early adopters, there is a need to engage with customers in a simple and convenient way. Examples like Xcel Energy's Online Renewable Advisor tool will be shared to give attendees ideas on how to best serve and advise their constituents.Full disclosure: This presentation will include more than three options. But, the Goldilocks theme stays the same. Some customer's might want it "hot," others "cold".

6:30 - 7:30 pm Networking Reception Off Site

 

Friday, September 27, 2019
7:00 - 8:30 am Breakfast Buffet in Davis Commons
Buffet breakfast with opportunity to network

Workshop 4 – Resiliency

8:30 - 12:30 pm

Preparing for the Next Fire: Energy Resilience in Aspen and the Upper Roaring Fork Valley

Aspen and the Upper Roaring Fork Valley are at risk from threats that could disable electricity transmission. In Summer 2018, the community was keenly aware of this risk, as the Lake Christine Fire came within minutes of severing a key transmission line. To identify appropriate and scalable solutions and to prepare for the next fire, Holy Cross Energy (HCE) partnered with Rocky Mountain Institute (RMI) to investigate and enable community-driven resilience solutions. During Winter and Spring 2019, RMI engaged stakeholders in the Upper Roaring Fork Valley through a series of stakeholder interviews, focus groups, and workshops to explore: What are critical loads in the Upper Roaring Fork Valley? How will these functions be impacted by a major disruption? What can be done to maintain service to these loads in case of a major disruption? This workshop will explore findings of the work, as well as the community-engaged process which led to the solutions.

Bryan Hannegan, CEO, Holy Cross Energy Bryan Hannegan
CEO, Holy Cross Energy
Steve Beuning Steve Beuning
Holy Cross Energy
Mark Dyson, Rocky Mountain Institute Mark Dyson
Rocky Mountain Institute

Workshop 5 – Low Income

8:30 - 10:30 am

Solar; Low Income Access to Local Renewables

Piceance Creek Solar Farm; Low Income Access to Local Renewable Energy. The PCS is a 4 MW solar farm located in the Piceance Creek area. PCS blocs of power are available to WREA's membership for a guaranteed monthly solar production credit which is applied to monthly bills. In addition, WREA has collaborated with Northwest Colorado Council of Governments to utilize grant money (collected from a Rio Blanco County environmental fine) to prepay for blocs of solar production power to be applied to low income housing tenants who reside at the Meeker Housing Authority rental units. It is an excellent collaboration providing increased member access to efficient and cost effective, local renewable energy. Housing authority tenants will receive guaranteed production credits applied to their electric bills.

Trina Zagar-Brown, White River Electric Association Trina Zagar-Brown
White River Electric Association

Uncovering the Value of Retro-Commissioning for Low Income Communities

Low income communities offer unique opportunities for retro-commissioning (RCx) DSM offerings, at a time when market rate RCx programs are becoming less cost effective. Nonprofit facilities and multifamily buildings that house an 80% or less AMI population typically have minimal maintenance resources and equipment is often not operating per design intent. This combination yields significant opportunities for RCx measures with quick paybacks. With Group 14 Engineering as the RCx vendor, Xcel Energy and Energy Outreach Colorado experimented with RCx outreach and program implementation innovations at two sites. This session will showcase program innovations and offer two 2019 case studies around what works and what doesn't for low income retro-commissioning DSM. The session will also highlight program design elements that can increase measure implementation rate and reduce RCx study costs.

Ann Cruz, Xcel Energy Ann Cruz
Xcel Energy
Brooke Pike, Energy Outreach Colorado Brooke Pike
Energy Outreach Colorado
Michael Levinson, Group14 Engineering Michael Levinson
Group14 Engineering

Workshop 6 – Window Attachments

10:30 - 12:30 pm

Saving Automatically with Smart Window Attachments

The session will educate attendees about the utility program potential of automated window attachments, share results from research and field studies, and explain the new rating and certification program for window attachment products. Katie Cort of the Pacific Northwest National Laboratory (PNNL) will discuss energy savings research on automated window shades and the potential for window attachments to integrate with other smart technologies, including smart thermostats and lighting controls. Erika Burns of the Attachments Energy Rating Council (AERC) will give an overview of the organization, explain the residential and commercial rating and certification programs, and provide examples of how utilities can use AERC ratings in their programs. Stacy Lambright of Hunter Douglas will highlight the non-energy benefits that automated window shades bring and how utilities can encourage adoption of automated window attachments by highlighting those benefits with customers.

Erika Burns, Attachments Energy Rating Council Erika Burns
Attachments Energy Rating Council
Katherine Cort, Pacific Northwest National Laboratory Katherine Cort
Pacific Northwest National Laboratory
Stacy Lambright, Hunter Douglas Stacy Lambright
Hunter Douglas
12:00 pm

Adjourn