WEBVTT
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So, we are going to get going.
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My name is Laura Arkley with Tetra Tech.
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I have the privilege of leading
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the Evaluation
Measurement and Verification.
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I'll call it EM&V from here on out,
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because it's such a mouthful,
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the EM&V effort for the Commission,
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working with the Investor
Owned Utilities, the IOUs
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and Therese Harris is here
with me from Commission Staff.
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And we're looking forward
to a great session today
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going over 2020 accomplishments,
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what we're doing on 2021
and what's on deck for 2022.
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We are gonna start with introductions.
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We're gonna start in the room.
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And then on the phone,
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we're actually gonna go by groups.
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So I think we'll do group, a
group in person on the phone.
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So let's start with our utilities first.
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We'll go in person.
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And then who's on the phone.
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I'm ready when you are.
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(laughing)
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I'm not.
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Oh, you tell him he's first-
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I was following
Gary's instructions.
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(laughing)
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Well, Gary he doesn't
even want to go first.
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Gary, you go first.
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Hi, I'm Gary Jones with Oncor.
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Shea Richardson
with CenterPoint Energy.
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All right.
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All right. On the phone
please from the utilities.
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This is Ron from
office for A contestants.
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We got a few of our team
members on the board as well.
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Great. Great to have y'all.
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Good
morning. Sorry there Shelly.
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Okay. Go ahead.
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Good
morning. (indistinct)
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Good morning. This
is Anna from El Paso Electric
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with members of our team, as well.
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Wonderful.
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, Hi this is Jerry
Mobley with Xcel Energy
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and we also have
Brian and Rob O'Connell.
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Fabulous.
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(indistinct talking on phone speaker)
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I'm
here with Ken Griffith
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from CenterPoint.
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Great.
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This is Mary from
CenterPoint Energy.
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Wonderful.
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I'm
here with Jeremy.
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How bout EnterG? Kelly or Mark?
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Do we have anyone from EnterG on?
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I think, I think EnterG has
only one I didn't hear on yet.
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So I'll check back with that.
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All right, so how about
contractors that work directly
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with the utilities, implementation,
database, anything?
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Derek is ready to go, so.
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(laughing)
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Derek, go first.
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Sure, I'm Derek. I'm
with Frontier Energy.
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I'm Tim McConkey
with TLC Companies.
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With
Frontier Energy.
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Great. All right.
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Steve Alison with ICF.
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Yes, Phil?
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Phil Odette, Inner Choice.
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Ilya Odette, Inner Choice.
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Great, wonderful to have y'all.
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All right.
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(indistinct talking)
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I have Joey from TC.
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Who does your onsites,
came in from EM&V,
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so I will go ahead
and introduce him too.
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All right, so our stakeholders
that we're so pleased
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to have you with us.
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Back in the corner there.
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(laughing)
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3rd grade choir.
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Cyrus Reed with Sierra club.
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Are you in our
stakeholder group?
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Yes, so my name
is Brooke Commit.
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I'm here on behalf of Opaque.
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Okay, great.
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Wonderful to have you.
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All right.
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On the phone, those from
our stakeholder groups.
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All right.
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So the way we are going
to do today's presentation
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is I think it is really nice to go ahead
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and take questions in
person if they come up.
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So let's still do that, but
for those on the phone,
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I know it's, it's, you know,
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I can't see you raise your hand.
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And so we're gonna pause
at the end of each session
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to take questions from
those on the phone.
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So we'll, we'll kind of have
a mix of both questions
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here in person and on the phone.
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We did disable the chat
on the Teams meeting,
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just because we want us
all to be able to, you know,
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actively dialogue.
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And since we can't see the chat here,
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we do ask that you go
ahead and ask your questions
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on the teleconference,
when we take that pause,
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we definitely want your participation.
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We just tried to facilitate it in a way
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we could all hear the questions.
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All right.
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So getting going.
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We're gonna start,
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I'm gonna present first this morning,
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going over 2020 accomplishments,
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key findings and
recommendations from the EM&V,
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what we're currently doing for 2021.
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And then we're really pleased
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to have the Texas Energy
Poverty Research Institute
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will be joining us for an in depth study
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that they did for Oncor
and presenting those results.
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So that will be next.
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And then we will take a break
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and Therese will introduce the
TRM and the approval process.
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And then Derek with EUMMAT
will present the TRM updates.
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And we are condensed, going
from 9:30 to 12:30 this morning.
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We figured we'd lose
everyone on the phone
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if we took a break, so.
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All right.
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So, this will be the last
year when we show the map
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of the various utility territories,
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where you will see
nine different territories.
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AEP, Texas is one utility now,
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but through 2020 they
still had their separate goals
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for the separate territories.
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But, starting in 2021,
we'll redo this map
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and we'll be down to eight IOUs.
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So you can see very good
coverage across the state.
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Some of the utility
territories are very far flung,
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like AEP's and Oncor.
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Some of them are more
concentrated around a particular area
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like CenterPoint, so
quite a diversity there.
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Huge amount of savings
delivered through the programs.
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I can't help but get to the punchline.
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I just work that way.
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So, it is the greatest
accomplishment yet,
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even in the coronavirus pandemic,
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that utilities had significant
accomplishments.
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So, looking at the energy savings
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we're talking about over
30,000 homes annually
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can be powered by that
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using some of the averages out there.
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There are a few different averages,
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so I just pulled one
and estimated on that.
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And the demand reductions are, you know,
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could be viewed as
a smaller power plant.
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And then we have those energy savings
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are about 2 cents a kilowatt hour
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and just under 12 for the KW reductions
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based on the lifetime savings cost.
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And we have more details
on all of those results there.
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And as a reminder,
the lifetime savings cost,
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those are different
depending on the measure,
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the amount of time-
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That's,
that's exactly right.
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So those are based
on the measure of life
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for all the measures that are put in.
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So we have some
measures that last a long time,
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such as insulation.
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And we have some that which
are shorter times like HVAC,
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but, you know, still considerable.
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Demand response is just one year.
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So that's the one that is
only had the one year lifetime,
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because that is annual participation
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to get those demand reductions.
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All right.
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So what are some huge
accomplishments for 2020?
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How can we not lead off with the fact
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that the utilities were very successful,
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responding to the
challenges of the pandemic.
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They all made time to
talk with me and Therese
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about how things were going,
how they were responding,
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just like work all over,
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they had to immediately shift
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to most utilities staff being
remote, at least for awhile.
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There were also some areas
where it shut down any work
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in the homes,
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then things lifted and
they had to figure out
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and help contractors,
work with contractors
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to get them back out
and safely into homes.
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Then all of a sudden
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we started having
supply chain shortages.
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So there, you know,
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there were immense
challenges that the utilities
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and their contractors really worked hard
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and rose to the occasion.
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So, I think it's just
really worth noticing
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that that was accomplished
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through a lot of hard
work and commitment.
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So, very successful response
to the COVID pandemic.
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We'll talk a little bit
about some of the things
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from going to remote
QAQC in a few slides,
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that is something that
we might carry over,
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some best practices that
utilities might want to do
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that going forward.
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In that they continue to expand
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energy efficiency offerings
of the different ways
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that they were reaching customers.
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Some of that got an extra
boost from the pandemic.
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You'll see, when we get
to the types of programs,
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we saw more through an
upstream or midstream model,
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so where you're not working
directly with the customers,
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but through someone
in the distribution chain,
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a distributor for the midstream
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or a retailer for the upstream.
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So we did see an
increase in that for 2020.
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That is the way that
some of the utilities
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also were successful is, you know,
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they did some more through
upstream and midstream
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in order to respond
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to not being able to get
into as many homes in 2020.
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It's the highest cost
effectiveness to date.
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We'll see that graph.
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It was 4.0 Statewide,
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but it's also the highest avoided cost.
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So that is a lot to do with it.
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It goes down slightly in 2021,
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and we don't quite know
what it's gonna be in 2022 yet,
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but we'll know that soon.
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But that's not the only driver.
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It was also that upstream
and midstream model
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was very cost-effective.
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So, that also helped
the cost effectiveness.
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We already talked about
the increased savings
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and we just really want to point out
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with all the challenges,
00:11:16.610 --> 00:11:19.490
there were also things
that really required
00:11:19.490 --> 00:11:23.480
a lot of collaboration on improvements.
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And, so despite everything going on
00:11:27.390 --> 00:11:31.240
the utilities and EUMMAT
worked very closely with staff
00:11:31.240 --> 00:11:32.950
and the EM&V team
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on some improvements
that were identified
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as being needed to be done.
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The big one, which
we'll talk about today
00:11:39.270 --> 00:11:42.510
is the eligibility process
for the low income
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and Hard2Reach programs.
00:11:44.520 --> 00:11:45.680
So add on,
00:11:45.680 --> 00:11:49.895
they were already responding
to TRM updates in the pandemic,
00:11:49.895 --> 00:11:51.500
and then we had a big
process improvement
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that everybody had to work on together.
00:11:53.290 --> 00:11:56.254
So, really just noting
that collaboration,
00:11:56.254 --> 00:12:00.120
even with all the challenges
is really a big success.
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All right.
00:12:06.890 --> 00:12:09.231
I'm giving a little pause.
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Cyrus, I don't think you're
shy about jumping in.
00:12:11.210 --> 00:12:13.620
Please don't be shy
about jumping in at any time
00:12:13.620 --> 00:12:14.930
when you have a question.
00:12:14.930 --> 00:12:16.780
All right, this is
the slide I talk about
00:12:16.780 --> 00:12:20.070
where we show the
savings by program type
00:12:20.070 --> 00:12:23.820
and things are fairly
consistent over the five years,
00:12:23.820 --> 00:12:26.650
we do trend analysis
over the last five years.
00:12:26.650 --> 00:12:29.590
And, but the big change is
what I already talked about.
00:12:29.590 --> 00:12:33.530
We have that new
kind of forest green bar,
00:12:33.530 --> 00:12:36.260
which is the upstream, midstream.
00:12:36.260 --> 00:12:38.900
Before that was kind of
lumped into an other category.
00:12:38.900 --> 00:12:40.400
It wasn't that much.
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The utilities were already
beginning to explore that more
00:12:43.150 --> 00:12:43.983
and do more.
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They did already have
programs there, not all of them,
00:12:47.370 --> 00:12:49.060
but about half,
00:12:49.060 --> 00:12:52.560
but that is something we
really saw expand in 2020,
00:12:52.560 --> 00:12:54.023
partly because of the pandemic.
00:12:56.140 --> 00:12:59.080
Could, Laura,
could you give an example
00:12:59.080 --> 00:13:02.747
or will you get into some
examples of what that would be?
00:13:02.747 --> 00:13:04.250
Yeah, I'm happy to,
00:13:04.250 --> 00:13:06.360
or I am happy to put the utilities,
00:13:06.360 --> 00:13:08.433
they both, both CenterPoint and Oncor
00:13:08.433 --> 00:13:09.920
have a Upstream program.
00:13:09.920 --> 00:13:13.443
Would you like to hear directly
from them, Gary and Shea?
00:13:13.443 --> 00:13:14.540
(Laura laughing)
00:13:14.540 --> 00:13:15.820
Sure.
00:13:15.820 --> 00:13:18.070
We actually have an
Upstream lighting program.
00:13:18.070 --> 00:13:21.870
We work with several big box retailers
00:13:21.870 --> 00:13:25.373
and provide point of sale
discounts on Upstream Lighting.
00:13:27.090 --> 00:13:28.240
LED lights, excuse me.
00:13:28.240 --> 00:13:29.270
And additionally,
00:13:29.270 --> 00:13:34.270
we offer a $50 off coupon
on smart thermostats
00:13:35.330 --> 00:13:38.440
and that's, that's two of
the programs we offer.
00:13:38.440 --> 00:13:39.680
We're expanding it this year
00:13:39.680 --> 00:13:43.683
to a commercial Midstream
program for commercial HPAC.
00:13:46.930 --> 00:13:48.520
We have very similar
offerings too, Cyrus.
00:13:48.520 --> 00:13:50.440
We have that streamlining
00:13:50.440 --> 00:13:52.243
and thermostat programs as well.
00:13:54.570 --> 00:13:58.620
And does the seller have to
provide zip code information
00:13:58.620 --> 00:14:01.260
or anything just so you know
that section of new territory?
00:14:01.260 --> 00:14:02.093
Yes.
00:14:04.320 --> 00:14:05.153
Just don't want to,
00:14:05.153 --> 00:14:06.520
I don't want to help
those Louisiana folks.
00:14:06.520 --> 00:14:07.801
Yeah.
00:14:07.801 --> 00:14:10.780
(laughing)
00:14:10.780 --> 00:14:12.891
All right, welcome.
00:14:12.891 --> 00:14:14.523
It's great to have you.
00:14:14.523 --> 00:14:15.356
Thank you.
00:14:15.356 --> 00:14:16.189
Okay.
00:14:20.240 --> 00:14:23.450
This is like I said, I can't
help, but get to the punchline.
00:14:23.450 --> 00:14:27.260
So you all already know that
2020 saw the largest savings,
00:14:27.260 --> 00:14:29.480
but it's just kind of represents here
00:14:29.480 --> 00:14:33.040
in both the demand reductions
and the energy savings,
00:14:33.040 --> 00:14:37.020
despite all the challenges,
there were the highest savings.
00:14:37.020 --> 00:14:42.020
So a mix of things going on,
all that hard work, certainly,
00:14:42.460 --> 00:14:46.090
you know, avoided
costs probably helped out
00:14:46.090 --> 00:14:48.290
and all the things that
could be done as well,
00:14:48.290 --> 00:14:49.823
but just noting that.
00:14:53.760 --> 00:14:58.760
And then this shows the
cost effectiveness by utility.
00:14:59.170 --> 00:15:01.220
Getting to a little more detail
00:15:01.220 --> 00:15:05.460
that I mentioned we would
show behind that 4.0 Statewide.
00:15:05.460 --> 00:15:10.020
That did range across
the utilities from 3.3 to 5.0.
00:15:11.930 --> 00:15:16.400
I wouldn't read too much
into that range so much.
00:15:16.400 --> 00:15:19.590
It's really just shows we, we
want things over one, right?
00:15:19.590 --> 00:15:22.880
So it really just shows
all of the programs
00:15:22.880 --> 00:15:24.960
are cost-effective.
00:15:24.960 --> 00:15:27.480
There, the utilities have
very unique territories,
00:15:27.480 --> 00:15:28.800
different challenges.
00:15:28.800 --> 00:15:31.030
So they're reasons, you know,
00:15:31.030 --> 00:15:32.740
sometimes when you dig deeper
00:15:32.740 --> 00:15:35.160
or you're trying to do
more new construction,
00:15:35.160 --> 00:15:37.030
you might see cost
effectiveness go down,
00:15:37.030 --> 00:15:37.990
but that's not a bad thing.
00:15:37.990 --> 00:15:41.793
It just shows that
they're doing more, so.
00:15:43.680 --> 00:15:44.853
Great to have you.
00:15:47.370 --> 00:15:48.203
All right.
00:15:49.060 --> 00:15:52.480
We're gonna do a pause
for, it's great to have a,
00:15:52.480 --> 00:15:55.730
I know some of the new
members that came in, but not all.
00:15:55.730 --> 00:15:57.780
We're gonna do a pause for questions
00:15:57.780 --> 00:16:00.270
for the people on the
phone, after the overview.
00:16:00.270 --> 00:16:02.770
So we'll get our three
newcomers in person.
00:16:02.770 --> 00:16:04.530
And if there's anyone on the phone
00:16:04.530 --> 00:16:06.170
who has yet to introduce themselves,
00:16:06.170 --> 00:16:07.630
that would be a great time to,
00:16:07.630 --> 00:16:10.280
we did get going really right on the dot
00:16:10.280 --> 00:16:12.480
and at least here
in Austin, it's raining
00:16:12.480 --> 00:16:14.590
and Austin traffic is bad anyways.
00:16:14.590 --> 00:16:16.503
So, the rain probably didn't help.
00:16:18.500 --> 00:16:20.090
All right.
00:16:20.090 --> 00:16:24.836
This is a slide that we put
together for the first time,
00:16:24.836 --> 00:16:27.740
a couple of years ago
and so we update it.
00:16:27.740 --> 00:16:30.180
We actually have four
slides that show this.
00:16:30.180 --> 00:16:31.560
I just pull that one
00:16:31.560 --> 00:16:33.610
because I think the
point is just so important
00:16:33.610 --> 00:16:37.280
to demonstrate to
Cyrus's point about that.
00:16:37.280 --> 00:16:39.210
When you put in an
energy efficiency measure,
00:16:39.210 --> 00:16:41.610
you just don't get
the savings that year.
00:16:41.610 --> 00:16:44.880
You get them for how long
that equipment is going to be on.
00:16:44.880 --> 00:16:49.720
So this is just one slide of
showing the lifetime savings
00:16:49.720 --> 00:16:53.550
from these programs,
starting back the first year
00:16:53.550 --> 00:16:55.610
that the Statewide EM&V started was,
00:16:55.610 --> 00:16:58.990
it started in 2013 looking
at program year 2012.
00:16:58.990 --> 00:17:01.280
So that's as far back as we have data
00:17:02.327 --> 00:17:05.540
and you see benefits
going out to 2048 now.
00:17:05.540 --> 00:17:07.390
We just update this slide every year.
00:17:07.390 --> 00:17:10.903
So, it's not really
changing all that much.
00:17:11.770 --> 00:17:14.570
Just HVAC, Building
and Shell are a big driver
00:17:14.570 --> 00:17:17.780
of those savings that last over time.
00:17:17.780 --> 00:17:20.140
So just really an
important part of the story.
00:17:20.140 --> 00:17:25.030
And to be clear,
your overall achievements
00:17:25.030 --> 00:17:27.850
you're only counting what was,
00:17:27.850 --> 00:17:30.235
what was paid for in that year.
00:17:30.235 --> 00:17:31.068
Right.
00:17:31.068 --> 00:17:33.236
So that, you know, the
slides where we're showing,
00:17:33.236 --> 00:17:36.213
you know, the, you
know, about 700 GWh lots.
00:17:37.656 --> 00:17:39.780
And, yeah, you know,
our big, our big savings.
00:17:39.780 --> 00:17:42.670
Those are just the first
year savings. Correct.
00:17:42.670 --> 00:17:44.280
Yeah.
00:17:44.280 --> 00:17:46.123
So we just show a different looks.
00:17:47.230 --> 00:17:48.900
That's why we thought
this was an important part
00:17:48.900 --> 00:17:50.820
of the story, Cyrus, so
that people understood
00:17:50.820 --> 00:17:52.640
they're actually more savings than this,
00:17:52.640 --> 00:17:56.063
but that's what the goals
and everything are based on.
00:18:00.560 --> 00:18:01.940
All right.
00:18:01.940 --> 00:18:05.000
I am going to do a pause here
00:18:05.000 --> 00:18:07.280
because those are kind
of a high-level summary
00:18:07.280 --> 00:18:09.420
on the program's accomplishments.
00:18:09.420 --> 00:18:12.950
And now we're going to
get into the EM&V effort.
00:18:12.950 --> 00:18:14.900
So if you guys don't mind,
00:18:14.900 --> 00:18:17.860
I'll pick on EM&V team members first.
00:18:17.860 --> 00:18:20.697
I did already introduce Joey, so.
00:18:20.697 --> 00:18:21.530
(Laura laughs)
00:18:21.530 --> 00:18:22.363
Hi, I'm Sadie Bronk.
00:18:22.363 --> 00:18:25.520
I'm with Energy Bees and we
are working alongside Tetra Tech
00:18:25.520 --> 00:18:28.033
for some qualitative EM&V.
00:18:29.630 --> 00:18:31.220
Sorry. I'm Ashley Myers Black.
00:18:31.220 --> 00:18:32.557
I'm with her.
00:18:32.557 --> 00:18:33.435
(laughing)
00:18:33.435 --> 00:18:34.268
Same thing.
00:18:34.268 --> 00:18:35.600
Thank you.
00:18:35.600 --> 00:18:37.120
Hi everybody. I'm
Leshawn Johnson.
00:18:37.120 --> 00:18:39.747
I'm the Program Implementation
Manager at CenterPoint.
00:18:39.747 --> 00:18:40.580
Nice to meet you.
00:18:40.580 --> 00:18:42.340
It's so nice to
meet you in person.
00:18:42.340 --> 00:18:43.620
Yes, we've met on the phone.
00:18:43.620 --> 00:18:45.370
So, welcome.
00:18:45.370 --> 00:18:47.406
We've got Shea though, by himself.
00:18:47.406 --> 00:18:49.390
(laughing)
00:18:49.390 --> 00:18:50.590
All right.
00:18:50.590 --> 00:18:52.730
Is there anybody on the phone
00:18:52.730 --> 00:18:55.760
who didn't get in the initial roll call
00:18:55.760 --> 00:18:57.803
that would like to introduce themselves?
00:19:00.980 --> 00:19:01.900
All right.
00:19:01.900 --> 00:19:05.110
So we did take questions here in person
00:19:05.110 --> 00:19:07.660
as we were going on some
of the accomplishments.
00:19:07.660 --> 00:19:10.490
Are there any questions from the phone
00:19:10.490 --> 00:19:12.163
on any of those accomplishments?
00:19:15.967 --> 00:19:17.450
Yeah, this is Krystal.
00:19:17.450 --> 00:19:18.410
I just thought I'd say,
00:19:18.410 --> 00:19:20.750
it's really difficult to hear
00:19:20.750 --> 00:19:22.140
when the speakers are speaking.
00:19:22.140 --> 00:19:23.967
Is there a microphone by chance?
00:19:29.250 --> 00:19:31.923
There are, I just am
not sure they're on.
00:19:33.450 --> 00:19:35.530
Okay. Thank you.
00:19:35.530 --> 00:19:37.760
Well, this would be, this
would be the speaker phone.
00:19:37.760 --> 00:19:39.510
Let me, I don't know
if that was near that.
00:19:39.510 --> 00:19:43.240
I will try and stay closer to the phone.
00:19:43.240 --> 00:19:45.980
Krystal, you've seen me
in person, I walk around,
00:19:45.980 --> 00:19:49.233
but I'll try not to walk around so much.
00:19:49.233 --> 00:19:50.635
How about
we repeat the questions?
00:19:50.635 --> 00:19:53.508
Oh, you're coming
in loud and clear, Laura.
00:19:53.508 --> 00:19:54.727
It's the guest speakers.
00:19:54.727 --> 00:19:55.976
Oh, thank you so much.
00:19:55.976 --> 00:19:56.846
Yes. Okay.
00:19:56.846 --> 00:19:58.570
So, what we'll do going
forward and thank you,
00:19:58.570 --> 00:20:02.100
we should have thought to
get some of these mic's hot,
00:20:02.100 --> 00:20:03.250
but they aren't.
00:20:03.250 --> 00:20:04.900
We will repeat the questions.
00:20:04.900 --> 00:20:06.680
So since you can hear me okay,
00:20:06.680 --> 00:20:08.360
I will just repeat the question.
00:20:08.360 --> 00:20:12.223
So thank you so much,
Krystal, for letting us know that.
00:20:15.635 --> 00:20:16.468
Thank you.
00:20:16.468 --> 00:20:18.656
Thank you, you got
what she was saying?
00:20:18.656 --> 00:20:19.595
(Laura laughing)
00:20:19.595 --> 00:20:20.660
Thank you, Therese.
00:20:20.660 --> 00:20:21.493
All right.
00:20:21.493 --> 00:20:24.340
So moving on to the EM&V infrastructure.
00:20:24.340 --> 00:20:26.490
This is a slide people see every year,
00:20:26.490 --> 00:20:28.430
but because we have new people,
00:20:28.430 --> 00:20:33.140
just making sure everyone
is aware of the infrastructure
00:20:33.140 --> 00:20:36.730
behind the EM&V and how that rolled out,
00:20:36.730 --> 00:20:39.914
that at first was in the Senate bill
00:20:39.914 --> 00:20:42.200
and then really how it would operate,
00:20:42.200 --> 00:20:44.560
then was addressed in a rulemaking
00:20:44.560 --> 00:20:47.770
that led to other four year contracts
00:20:47.770 --> 00:20:49.840
that selected EM&V contractor.
00:20:49.840 --> 00:20:54.840
2020 is the first year in
the third, four year contract.
00:20:56.776 --> 00:20:59.480
And there are a lot
of things in the rule
00:20:59.480 --> 00:21:01.120
that give us a lot of guidance
00:21:01.120 --> 00:21:04.470
as is also the case in
lots of places in the rule.
00:21:04.470 --> 00:21:07.836
There are places where we
kind of have to talk about it
00:21:07.836 --> 00:21:08.669
(Laura laughs)
00:21:08.669 --> 00:21:10.210
and figure out what's inconsistent
00:21:10.210 --> 00:21:12.583
and keeping with the rule in what we do.
00:21:15.200 --> 00:21:16.033
All right.
00:21:18.000 --> 00:21:20.113
Hi, it's great to have you.
00:21:20.113 --> 00:21:20.980
(Laura laughs)
00:21:20.980 --> 00:21:22.518
You're on next, so.
00:21:22.518 --> 00:21:24.530
(Laura laughs)
00:21:24.530 --> 00:21:26.513
Okay, so what do we do?
00:21:27.820 --> 00:21:29.850
It varies a little bit every year,
00:21:29.850 --> 00:21:32.760
since this was the first
year of the four contract,
00:21:32.760 --> 00:21:34.610
four year contract,
00:21:34.610 --> 00:21:37.810
we did a little bit less
than in other years.
00:21:37.810 --> 00:21:39.620
Cause we normally, like right now,
00:21:39.620 --> 00:21:43.090
2021 has been going on since June.
00:21:43.090 --> 00:21:44.240
In the first year of a contract
00:21:44.240 --> 00:21:46.200
you can't get going until the next year.
00:21:46.200 --> 00:21:47.790
So we're really rolling out in February.
00:21:47.790 --> 00:21:49.830
So we have a condensed timeline.
00:21:49.830 --> 00:21:52.530
So it's pretty impact heavy.
00:21:52.530 --> 00:21:54.810
So, what we do is for everything,
00:21:54.810 --> 00:21:58.350
we get all the tracking data
and for every single program,
00:21:58.350 --> 00:22:00.200
every single plane savings,
00:22:00.200 --> 00:22:03.640
we make sure that the
EM&V team can verify that
00:22:03.640 --> 00:22:05.720
with the program tracking data.
00:22:05.720 --> 00:22:07.520
For residential deemed savings,
00:22:07.520 --> 00:22:11.830
we do a hundred percent making
sure that they match the TRM.
00:22:11.830 --> 00:22:13.930
We cannot do that on the commercial side
00:22:13.930 --> 00:22:16.060
because they're more complex.
00:22:16.060 --> 00:22:19.490
All the calculations we need
are not on the tracking system,
00:22:19.490 --> 00:22:21.110
they're in the savings calculator.
00:22:21.110 --> 00:22:25.710
So we have to sample
and dive deeper on those.
00:22:25.710 --> 00:22:28.900
One of the things that I
think will be very interesting
00:22:28.900 --> 00:22:31.090
to everyone from the new scope
00:22:31.090 --> 00:22:36.090
is the amount of meter data we're using.
00:22:36.250 --> 00:22:40.260
We have consumption analysis
going on every single year.
00:22:40.260 --> 00:22:41.793
In this first year,
00:22:41.793 --> 00:22:44.843
we look at commercial lighting
as the biggest contributor.
00:22:46.135 --> 00:22:47.870
This is probably not
gonna surprise anyone,
00:22:47.870 --> 00:22:51.150
even trying to, you know,
00:22:51.150 --> 00:22:54.990
go back with the meter
data and take building types
00:22:54.990 --> 00:22:58.150
that maybe were less
effected by the pandemic.
00:22:58.150 --> 00:23:02.050
We weren't able to get to kind
of normal business operations
00:23:02.050 --> 00:23:06.180
enough to really tease
out the commercial lighting.
00:23:06.180 --> 00:23:09.210
Again, that is we're trying to,
how good is the TRM doing?
00:23:09.210 --> 00:23:10.450
Do we need to revisit?
00:23:10.450 --> 00:23:13.320
Are there things we need
to do to get the TRM better?
00:23:13.320 --> 00:23:15.780
So we will be expanding,
00:23:15.780 --> 00:23:19.360
adding data onto that
commercial consumption analysis
00:23:19.360 --> 00:23:23.010
in 2021 to hopefully get some results
00:23:23.010 --> 00:23:23.900
on commercial lighting.
00:23:23.900 --> 00:23:25.820
So we can all look at it and figure out,
00:23:25.820 --> 00:23:27.630
hey, is the TRM doing a good job
00:23:27.630 --> 00:23:29.230
or are there some business types
00:23:30.795 --> 00:23:31.628
we need to collect
a little more data on,
00:23:31.628 --> 00:23:33.003
those kinds of questions.
00:23:36.320 --> 00:23:37.153
All right.
00:23:39.350 --> 00:23:43.130
So through that impact evaluation piece,
00:23:43.130 --> 00:23:44.900
where we look at all the savings
00:23:44.900 --> 00:23:48.150
and we sample if we
find things where we differ,
00:23:48.150 --> 00:23:50.290
we provide those
results to the utilities
00:23:50.290 --> 00:23:51.740
and their contractors.
00:23:51.740 --> 00:23:53.180
We discuss them to date.
00:23:53.180 --> 00:23:55.530
We've always reached agreement on,
00:23:55.530 --> 00:23:57.650
yes, here are some
things that are a little off
00:23:57.650 --> 00:23:59.930
and where we need to
make savings adjustments.
00:23:59.930 --> 00:24:01.940
Things can go up, things can go down.
00:24:01.940 --> 00:24:03.790
So this just kind of shows by utility
00:24:03.790 --> 00:24:07.590
where adjustments were
made at the end of the day.
00:24:07.590 --> 00:24:09.260
If you work in other jurisdictions,
00:24:09.260 --> 00:24:11.830
you probably hear something
called realization rates,
00:24:11.830 --> 00:24:14.810
which is where we
compare evaluated savings
00:24:14.810 --> 00:24:16.220
to claim savings.
00:24:16.220 --> 00:24:18.070
We pretty much force
those to a hundred percent
00:24:18.070 --> 00:24:19.020
here in Texas,
00:24:19.020 --> 00:24:22.230
because we worked through
this collaborative agreement
00:24:22.230 --> 00:24:25.090
with the utilities to adjust anything
00:24:25.090 --> 00:24:26.933
that the EM&V team finds.
00:24:28.440 --> 00:24:30.910
Laura? Like
as a percentage,
00:24:30.910 --> 00:24:32.500
like if you look at that overall
00:24:32.500 --> 00:24:35.220
that's way less than one percent, right?
00:24:35.220 --> 00:24:36.490
Yeah, yeah,
00:24:36.490 --> 00:24:39.735
because it's just for
the sampled projects.
00:24:39.735 --> 00:24:40.847
Oh, it's just
for the sampled, okay.
00:24:40.847 --> 00:24:41.680
Right.
00:24:41.680 --> 00:24:44.163
It's just the sampled
projects that we do that for.
00:24:45.255 --> 00:24:48.010
And one of the reasons
why we also only do that
00:24:48.010 --> 00:24:51.300
for the sampled projects
is we try to really work
00:24:51.300 --> 00:24:55.000
and identify as where some of
the recommendations come from.
00:24:55.000 --> 00:24:59.474
Why are we off, so that we can
put forward recommendations,
00:24:59.474 --> 00:25:01.830
so that hopefully the context is broader
00:25:01.830 --> 00:25:03.230
of kind of improving things,
00:25:03.230 --> 00:25:06.623
so we're not off going
forward or closer, so.
00:25:13.050 --> 00:25:13.883
All right.
00:25:13.883 --> 00:25:16.930
So, at the end of the day,
00:25:16.930 --> 00:25:19.580
these are very successful programs and,
00:25:19.580 --> 00:25:22.190
but they're operating in
very dynamic markets.
00:25:22.190 --> 00:25:23.920
So we just want to keep working together
00:25:23.920 --> 00:25:27.440
to keep making the
programs as good as possible.
00:25:27.440 --> 00:25:29.740
So, you know, it is kind of our job too,
00:25:29.740 --> 00:25:32.580
to look up there areas where
we can offer opportunities
00:25:32.580 --> 00:25:33.900
for improvement.
00:25:33.900 --> 00:25:38.620
So from 2020, we do
have 31 recommendations.
00:25:38.620 --> 00:25:41.273
They're all detailed in the report.
00:25:42.130 --> 00:25:44.280
And then if you don't want
to go into all the details
00:25:44.280 --> 00:25:45.640
in the executive summary,
00:25:45.640 --> 00:25:49.620
we put together a table that
summarizes the recommendation
00:25:49.620 --> 00:25:51.160
and what we call action plan.
00:25:51.160 --> 00:25:55.730
So, before this meeting staff and myself
00:25:55.730 --> 00:25:58.000
meet with each utility individually,
00:25:58.000 --> 00:25:59.450
and we talk about the results,
00:25:59.450 --> 00:26:01.300
we talk about the recommendations
00:26:01.300 --> 00:26:03.700
and we agree on that action plan.
00:26:03.700 --> 00:26:06.540
So that shows how the
utilities are gonna respond.
00:26:06.540 --> 00:26:11.540
And then I report on that
in, so that'll be in 2022.
00:26:11.590 --> 00:26:15.270
So in the 2022 EM&V will report
00:26:15.270 --> 00:26:17.620
on how well the utilities responded
00:26:17.620 --> 00:26:19.163
to those recommendations.
00:26:20.750 --> 00:26:24.790
So, I'm just gonna
highlight a couple here today
00:26:24.790 --> 00:26:25.730
and then move on
00:26:25.730 --> 00:26:28.303
because we have lots of
great content this morning.
00:26:29.320 --> 00:26:31.270
So, on the commercial side,
00:26:31.270 --> 00:26:33.500
we have the first
three bullets on custom,
00:26:33.500 --> 00:26:36.220
EM&V, reCommissioning,
00:26:36.220 --> 00:26:39.920
the utilities really are
looking at doing more
00:26:39.920 --> 00:26:41.950
serving buildings more comprehensively.
00:26:41.950 --> 00:26:44.220
So there are kind of some more questions
00:26:44.220 --> 00:26:47.110
around some of these M&V approaches,
00:26:47.110 --> 00:26:50.900
particularly more challenges
came up because of the pandemic
00:26:50.900 --> 00:26:53.730
and how do we get to
normal operating conditions.
00:26:53.730 --> 00:26:57.960
So, quite a few things
around those this year.
00:26:57.960 --> 00:27:00.010
And then we did have
some recommendations
00:27:00.010 --> 00:27:03.480
on the consumption analysis
to help us strengthen that
00:27:03.480 --> 00:27:04.660
on the commercial side.
00:27:04.660 --> 00:27:07.760
So we can really get at those results,
00:27:07.760 --> 00:27:09.943
hopefully this next program year.
00:27:13.210 --> 00:27:15.840
And then moving on to residential,
00:27:15.840 --> 00:27:18.760
we had a couple of things
on the tracking system.
00:27:18.760 --> 00:27:21.060
It didn't affect savings overall,
00:27:21.060 --> 00:27:22.740
but just to keep an eye out
00:27:22.740 --> 00:27:24.060
to make sure those deemed savings
00:27:24.060 --> 00:27:25.590
are done in line with the TRM.
00:27:25.590 --> 00:27:27.750
Some of them were clarifications.
00:27:27.750 --> 00:27:29.820
Since we talked about
the smart thermostats,
00:27:29.820 --> 00:27:32.610
that is something we
really seen expanded as a,
00:27:32.610 --> 00:27:36.420
it is an energy saving device.
00:27:36.420 --> 00:27:38.780
It is something that
also can be tapped into
00:27:38.780 --> 00:27:40.423
for demand response.
00:27:41.347 --> 00:27:43.080
And we found things really in good shape
00:27:43.080 --> 00:27:44.560
for those smart thermostats.
00:27:44.560 --> 00:27:46.930
So, we were really pleased
00:27:46.930 --> 00:27:49.360
with how the utilities are implementing
00:27:49.360 --> 00:27:50.700
those smart thermostats
00:27:50.700 --> 00:27:54.790
and the information that
they are collecting at that time.
00:27:54.790 --> 00:27:57.190
So I had alluded to earlier
00:27:57.190 --> 00:28:00.960
how we really needed to
collaborate with the utilities
00:28:00.960 --> 00:28:04.890
this year on this low
income process improvement.
00:28:04.890 --> 00:28:07.350
And we had, TEPRI
will be here to present.
00:28:07.350 --> 00:28:09.780
So, I don't want to
steal any of their thunder
00:28:09.780 --> 00:28:12.240
because they're gonna
give a great presentation.
00:28:12.240 --> 00:28:16.330
But, to put a kind
of high-level context,
00:28:16.330 --> 00:28:19.710
we had forms use to certify households
00:28:19.710 --> 00:28:23.860
coming into the low income and
Hard2Reach programs annually
00:28:23.860 --> 00:28:26.560
that really hadn't been
revised for over a decade.
00:28:26.560 --> 00:28:30.690
So, together we looked at let's,
00:28:30.690 --> 00:28:33.140
let's look at improving those forms
00:28:33.140 --> 00:28:35.350
with a couple objectives in mind,
00:28:35.350 --> 00:28:39.120
making sure the services
go to the intended audience
00:28:39.120 --> 00:28:41.560
and how we do that
in the most streamlined
00:28:41.560 --> 00:28:44.080
and efficient manner as possible
00:28:44.080 --> 00:28:47.220
while also hopefully
getting the utilities
00:28:47.220 --> 00:28:51.270
and their contractors more
engagement and outreach tools,
00:28:51.270 --> 00:28:53.920
as well as part of that process.
00:28:53.920 --> 00:28:56.060
We did a lot of brainstorming together.
00:28:56.060 --> 00:28:57.960
We came up with a lot of good ideas.
00:28:57.960 --> 00:29:00.100
I think we were really excited about.
00:29:00.100 --> 00:29:03.830
And then Oncor brought TEPRI
in who has deep knowledge
00:29:03.830 --> 00:29:07.170
in this area who kind
of furthered the study
00:29:07.170 --> 00:29:09.260
and brought back some
other recommendations,
00:29:09.260 --> 00:29:11.880
which were all used
to revise these forms.
00:29:11.880 --> 00:29:15.740
They will be going out
to EEIP in November.
00:29:15.740 --> 00:29:19.520
They're currently with
the utilities for review.
00:29:19.520 --> 00:29:20.850
We gave that a month long
00:29:20.850 --> 00:29:23.370
so the utilities could also get feedback
00:29:23.370 --> 00:29:26.120
directly from contractors
working in the field,
00:29:26.120 --> 00:29:29.620
people actually out there
who would be using these.
00:29:29.620 --> 00:29:32.670
So, they will be going
out for EEIP review,
00:29:32.670 --> 00:29:36.360
but they're a bit behind
the TRM timeline,
00:29:36.360 --> 00:29:39.623
which we'll talk about
later this afternoon.
00:29:41.450 --> 00:29:42.930
(phone beeps)
00:29:42.930 --> 00:29:45.150
All right, load management.
00:29:45.150 --> 00:29:49.590
A couple of takeaways from
load management in 2020,
00:29:49.590 --> 00:29:52.360
and a couple of
recommendations we made there.
00:29:52.360 --> 00:29:55.350
It was the highest
number of participants
00:29:55.350 --> 00:29:58.020
we had ever seen enrolled.
00:29:58.020 --> 00:29:59.020
At the same time,
00:29:59.020 --> 00:30:04.020
we saw more discrepancy
between test event results
00:30:04.250 --> 00:30:06.780
and what was contracted.
00:30:06.780 --> 00:30:08.020
And there were reasons for that.
00:30:08.020 --> 00:30:11.780
There were some decisions
not to curtail certain customers,
00:30:11.780 --> 00:30:15.800
such as hospitals given the
challenges of the pandemic,
00:30:15.800 --> 00:30:17.610
but we did recommend that the utilities
00:30:17.610 --> 00:30:19.800
really do they're required
to do an annual test events
00:30:19.800 --> 00:30:24.800
so that they use those
to refine their estimates
00:30:24.860 --> 00:30:26.210
of the load management.
00:30:26.210 --> 00:30:27.730
And also coming out of there
00:30:27.730 --> 00:30:31.450
is making sure that the utility
load management programs
00:30:31.450 --> 00:30:35.860
do not include critical load customers
00:30:35.860 --> 00:30:40.050
with one exception
as a possibility, if it is,
00:30:40.050 --> 00:30:41.790
if they do have backup generation
00:30:41.790 --> 00:30:44.660
and they still think
that they can perform,
00:30:44.660 --> 00:30:46.460
we kind of heard mixed
things from some hospitals,
00:30:46.460 --> 00:30:47.780
yes, that's really important,
00:30:47.780 --> 00:30:49.890
and they can go to
backup, some hospitals,
00:30:49.890 --> 00:30:52.840
it's not worth the flickering
lights if they're in surgery.
00:30:53.869 --> 00:30:56.850
So kind of, that is an option
for critical load customers,
00:30:56.850 --> 00:30:58.320
if they have backup generation
00:30:58.320 --> 00:31:00.283
and feel they can safely participate.
00:31:01.820 --> 00:31:04.440
So note that was a
change in the TRM this year,
00:31:04.440 --> 00:31:06.670
making that clearly defined for 2022.
00:31:10.670 --> 00:31:13.530
All right. And then on the
portfolio recommendations,
00:31:13.530 --> 00:31:16.410
a couple of things we
wanted to note here
00:31:16.410 --> 00:31:18.330
is we do have an ETRM,
00:31:20.310 --> 00:31:22.880
an Electric Technical Reference Manual
00:31:22.880 --> 00:31:24.530
that one of the utilities has.
00:31:24.530 --> 00:31:26.480
So we are trying to
work closely with them
00:31:26.480 --> 00:31:28.980
to support that streamlined process
00:31:28.980 --> 00:31:30.600
in the savings calculation
00:31:30.600 --> 00:31:33.473
and what kind of program
documentation you need.
00:31:34.480 --> 00:31:37.230
Solar PV that uses a DOE tool.
00:31:37.230 --> 00:31:39.980
PV Watts is another good example.
00:31:39.980 --> 00:31:43.670
We just happen to have a
deep dive into Solar PV in 2020
00:31:43.670 --> 00:31:47.503
of calculations that are using an API.
00:31:49.190 --> 00:31:50.460
It's an electronic interface.
00:31:50.460 --> 00:31:52.420
I apologize, I can't define that.
00:31:52.420 --> 00:31:54.858
Anyone want to find an acronym for me?
00:31:54.858 --> 00:31:57.150
(laughing)
00:31:57.150 --> 00:31:59.430
It rolls off of Mark Bergen's tongue,
00:31:59.430 --> 00:32:00.880
but it's the same thing
00:32:00.880 --> 00:32:03.880
where there's less
paperwork generated, right?
00:32:03.880 --> 00:32:05.970
So, we're trying to
really work, stay up,
00:32:05.970 --> 00:32:08.160
this is the way the industry is going.
00:32:08.160 --> 00:32:11.440
So working with the utilities
as they roll these things out
00:32:11.440 --> 00:32:15.950
to support that we can both
be streamlined and transparent.
00:32:15.950 --> 00:32:19.340
So kind of getting those tool goals.
00:32:19.340 --> 00:32:22.000
And then Energy Bees
who is based here in Austin
00:32:22.000 --> 00:32:25.697
and is new on this four year contract I-
00:32:25.697 --> 00:32:26.806
(indistinct talking on speaker phone)
00:32:26.806 --> 00:32:30.007
Oh, yes? Was there a
question on the phone?
00:32:30.007 --> 00:32:31.913
No, I think just background.
00:32:31.913 --> 00:32:32.920
(indistinct talking on speaker phone)
00:32:32.920 --> 00:32:36.443
Oh, could we, do you mind going on mute?
00:32:37.590 --> 00:32:39.597
Unless there's a question.
00:32:42.810 --> 00:32:45.670
Gina, could you, could you
mute, go back to mute all?
00:32:45.670 --> 00:32:47.453
We're getting some feedback here.
00:32:49.110 --> 00:32:52.660
So Energy Bees, again,
thank you to all the utilities.
00:32:52.660 --> 00:32:55.460
All the utilities took time
out to talk to Energy Bees
00:32:55.460 --> 00:32:58.660
to talk about Therese and
I did the kind of initial calls
00:32:58.660 --> 00:33:02.690
on how they were responding to COVID-19.
00:33:02.690 --> 00:33:05.880
We talked about some of
the ways to do remote QAQC,
00:33:05.880 --> 00:33:07.320
and it came up in those calls.
00:33:07.320 --> 00:33:08.480
Here would be great to see,
00:33:08.480 --> 00:33:11.200
did we learn anything
that could be a best practice
00:33:11.200 --> 00:33:12.240
going forward.
00:33:12.240 --> 00:33:14.530
So Energy Bees
talked to all the utilities
00:33:14.530 --> 00:33:17.410
and put together a very nice piece
00:33:17.410 --> 00:33:19.930
that is in volume one of the report,
00:33:19.930 --> 00:33:23.520
summarized in the executive
summary of some takeaways.
00:33:23.520 --> 00:33:28.030
And one of the big
ones is at a hybrid QAQC
00:33:28.030 --> 00:33:31.310
is probably appropriate going forward.
00:33:31.310 --> 00:33:33.580
A lot of the utilities and contractors
00:33:33.580 --> 00:33:37.210
really developed some good virtual tools
00:33:37.210 --> 00:33:39.620
that they were able to use successfully,
00:33:39.620 --> 00:33:40.930
but there were also,
00:33:40.930 --> 00:33:44.060
there are some times where
you really do need to go onsite.
00:33:44.060 --> 00:33:48.620
So there are opportunities
to kind of do a hybrid onsite,
00:33:48.620 --> 00:33:50.620
virtual going forward.
00:33:50.620 --> 00:33:55.620
And another recommendation
they had at the time
00:33:56.172 --> 00:33:59.490
that they did the interviews
COVID was very, very low.
00:33:59.490 --> 00:34:01.320
And they just were thinking about,
00:34:01.320 --> 00:34:05.050
we get some severe
weather here in Texas, right?
00:34:05.050 --> 00:34:06.360
You know, Hey, this is really great
00:34:06.360 --> 00:34:08.800
to bring into contingency planning.
00:34:08.800 --> 00:34:11.640
So they also put forth
that recommendation.
00:34:11.640 --> 00:34:15.940
Of course, after they did
that we also saw a spike,
00:34:15.940 --> 00:34:18.380
which gratefully, it looks
like we're coming off of now,
00:34:18.380 --> 00:34:22.477
but that was kind of a
really apropos at the time
00:34:22.477 --> 00:34:23.410
we were talking to the utilities
00:34:23.410 --> 00:34:26.090
of the value of contingency
planning for that kind of thing,
00:34:26.090 --> 00:34:27.750
as well as severe weather events.
00:34:27.750 --> 00:34:30.270
So, there's some really good information
00:34:30.270 --> 00:34:32.820
on what the utilities did
and some best practices
00:34:32.820 --> 00:34:35.573
that can go forward on the remote QAQC.
00:34:38.320 --> 00:34:39.243
All right.
00:34:42.870 --> 00:34:45.186
I am almost at time, I'm gonna-
00:34:45.186 --> 00:34:47.456
Yes, oh, I'm sorry, Dana, you were just,
00:34:47.456 --> 00:34:48.945
I'm just adjusting sorry.
00:34:48.945 --> 00:34:49.778
(laughing)
00:34:49.778 --> 00:34:50.611
Out loud there.
00:34:50.611 --> 00:34:51.444
(laughing)
00:34:51.444 --> 00:34:53.640
It's a mess out there right now.
00:34:53.640 --> 00:34:55.370
For those on the phone,
00:34:55.370 --> 00:35:00.370
we are now going onto
the 2021 EM&V overview.
00:35:01.990 --> 00:35:06.160
We're gonna be wrapped
up here at 10:15 on that.
00:35:06.160 --> 00:35:07.710
And then turn it over to TEPRI.
00:35:07.710 --> 00:35:10.280
Does anyone have questions on the phone,
00:35:10.280 --> 00:35:13.003
on what was done in
2020 before we move on?
00:35:17.830 --> 00:35:18.663
All right.
00:35:21.600 --> 00:35:23.470
So again, we do all the bare,
00:35:23.470 --> 00:35:26.090
all the things we talked
about that we do every year,
00:35:26.090 --> 00:35:28.670
the tracking system
verification of all the savings,
00:35:28.670 --> 00:35:31.800
residential deemed,
sampling of commercial,
00:35:31.800 --> 00:35:34.048
but we also pick out programs
00:35:34.048 --> 00:35:35.720
we're gonna keep a high priority on.
00:35:35.720 --> 00:35:38.670
So I'm really gonna
talk about those things.
00:35:38.670 --> 00:35:43.670
A couple of things that
we are going to do this year
00:35:44.420 --> 00:35:47.340
is everybody probably remembers
00:35:47.340 --> 00:35:49.920
the big TRM updates last year,
00:35:49.920 --> 00:35:52.880
that came into effect in 2021
00:35:52.880 --> 00:35:55.090
on some of the envelope measures.
00:35:55.090 --> 00:35:58.770
In particularly we had some difficulties
00:35:58.770 --> 00:36:01.700
around air infiltration where the,
00:36:01.700 --> 00:36:05.700
there was normally
distributed around zero overall,
00:36:05.700 --> 00:36:08.610
but in Hard2Reach, we saw some savings.
00:36:08.610 --> 00:36:11.980
So we really decided
let's take a step back
00:36:11.980 --> 00:36:14.910
and focus on Hard2Reach
and the implementation,
00:36:14.910 --> 00:36:17.960
successful implementation
of air infiltration
00:36:17.960 --> 00:36:19.660
for the Hard2Reach sector.
00:36:19.660 --> 00:36:21.310
And then hopefully
we start seeing results
00:36:21.310 --> 00:36:23.420
and we can talk about
expanding it back out.
00:36:23.420 --> 00:36:26.830
So, that will be in this next scope
00:36:26.830 --> 00:36:31.207
is when we do our data
requests for all of 2021
00:36:32.420 --> 00:36:33.990
in the new year,
00:36:33.990 --> 00:36:38.330
we'll also be getting
24 months of meter data
00:36:38.330 --> 00:36:39.163
for all of those,
00:36:39.163 --> 00:36:43.550
get back up air infiltration
in the Hard2Reach,
00:36:43.550 --> 00:36:46.470
in the hopes that we can
see some savings there.
00:36:46.470 --> 00:36:48.450
We already had a huge,
00:36:48.450 --> 00:36:51.430
we also had a big
change in ceiling insulation
00:36:51.430 --> 00:36:55.738
within our five baseline
coming into effect.
00:36:55.738 --> 00:36:57.650
Oncor had already implemented that,
00:36:57.650 --> 00:37:00.660
and we were already doing,
able to do analysis on that
00:37:00.660 --> 00:37:04.903
and saw that that really did
bring the TRM savings in mind.
00:37:05.850 --> 00:37:08.170
But we also got some
really valuable feedback
00:37:08.170 --> 00:37:10.590
from the utilities and contractors
00:37:10.590 --> 00:37:14.100
that there are those that are below.
00:37:14.100 --> 00:37:17.070
So we really needed to
make sure those homes
00:37:17.070 --> 00:37:19.620
weren't getting missed
without some incentives.
00:37:19.620 --> 00:37:22.850
So we kind of have a, that
was based on a midpoint.
00:37:22.850 --> 00:37:26.430
We have slightly higher
savings of a true RFI now,
00:37:26.430 --> 00:37:30.570
for those that have very
low levels of insulation,
00:37:30.570 --> 00:37:32.500
we won't, since that's new,
00:37:32.500 --> 00:37:36.100
we won't really know
how that worked this year.
00:37:36.100 --> 00:37:38.270
So we'll have to look at that later.
00:37:38.270 --> 00:37:42.090
So really the focus is
gonna be on air infiltration
00:37:42.090 --> 00:37:43.110
this year.
00:37:43.110 --> 00:37:44.510
But we'll be looking
at the other things.
00:37:44.510 --> 00:37:46.120
We are back on site.
00:37:46.120 --> 00:37:48.465
Again, Joey is here.
00:37:48.465 --> 00:37:52.900
Also based here in Austin
and they have been onsite
00:37:52.900 --> 00:37:55.020
and things have been going very well.
00:37:55.020 --> 00:37:58.340
You know, we went over protocols
00:37:58.340 --> 00:38:02.220
and things that we have
not had any difficulties
00:38:02.220 --> 00:38:03.240
at this time.
00:38:03.240 --> 00:38:06.410
We will be communicating
to the utilities if we do,
00:38:06.410 --> 00:38:09.610
of course, run into
any customer concerns
00:38:09.610 --> 00:38:10.923
with our onsite work.
00:38:15.038 --> 00:38:18.040
So, that's why we
have the high priorities.
00:38:18.040 --> 00:38:21.270
We have the residential
programs continuing
00:38:21.270 --> 00:38:23.170
given the fact that
we will be doing that
00:38:23.170 --> 00:38:26.470
consumption analysis
for the air infiltration.
00:38:26.470 --> 00:38:30.203
And then commercial
programs always stay fairly high,
00:38:31.090 --> 00:38:32.980
but we will hope, you know,
00:38:32.980 --> 00:38:36.050
be continuing that
consumption analysis as well.
00:38:36.050 --> 00:38:39.940
And then on medium load
management never falls below medium.
00:38:39.940 --> 00:38:43.580
We always do a census
review of interval meter data
00:38:43.580 --> 00:38:45.880
for all the participants.
00:38:45.880 --> 00:38:49.510
But small business was low in 2020,
00:38:49.510 --> 00:38:52.240
cause we had identified
several recommendations
00:38:52.240 --> 00:38:53.470
that were ongoing.
00:38:53.470 --> 00:38:57.023
It is coming back into
medium priority for 2021.
00:38:59.750 --> 00:39:01.620
And I believe that should be at
00:39:01.620 --> 00:39:03.760
other than technical assistance.
00:39:03.760 --> 00:39:05.820
And that, this is just
something really important
00:39:05.820 --> 00:39:07.453
we wanted to point out.
00:39:08.580 --> 00:39:10.720
When the Commission did the RFP,
00:39:10.720 --> 00:39:13.850
they included this task 40,
that was kind of a catchall.
00:39:13.850 --> 00:39:16.840
And it became very clear as
we were all working together.
00:39:16.840 --> 00:39:19.730
It was really great to put
technical assistance in there
00:39:19.730 --> 00:39:23.380
so that we can work
hand in hand with utilities
00:39:23.380 --> 00:39:26.650
when we have new measures,
new types of projects, custom,
00:39:26.650 --> 00:39:30.600
any questions so that we
can all feel more confident
00:39:30.600 --> 00:39:33.400
in the savings from these programs.
00:39:33.400 --> 00:39:35.610
So with that, I'm gonna turn it,
00:39:35.610 --> 00:39:37.583
I'm gonna pull up TEPRI's presentation.
00:39:40.820 --> 00:39:42.280
And I will let you introduce yourself.
00:39:42.280 --> 00:39:43.878
It's so great to have you.
00:39:43.878 --> 00:39:44.711
Thank you.
00:39:44.711 --> 00:39:45.544
Here is a clicker
that does work well.
00:39:45.544 --> 00:39:47.133
Okay. Thank you.
00:39:50.909 --> 00:39:52.803
Do I need to wait for
you to switch it or is it?
00:39:54.509 --> 00:39:56.320
You know, I'm just
pulling up your presentation
00:39:56.320 --> 00:39:58.160
and then we should be good.
00:39:58.160 --> 00:39:59.250
Hi everyone.
00:39:59.250 --> 00:40:00.083
Hello.
00:40:06.953 --> 00:40:11.953
Well.
00:40:12.314 --> 00:40:14.731
(man laughs)
00:40:17.814 --> 00:40:20.460
(indistinct talking)
00:40:20.460 --> 00:40:22.263
Let me see.
00:40:26.140 --> 00:40:27.940
So your presentation is a PDF,
00:40:27.940 --> 00:40:29.180
so I'm just trying to figure out
00:40:29.180 --> 00:40:32.310
how to get it to show
that on PowerPoint.
00:40:32.310 --> 00:40:34.163
Maybe if I take everything else off.
00:40:34.163 --> 00:40:35.980
Oh, I'm sorry-
00:40:35.980 --> 00:40:37.057
There we go. There we go.
00:40:37.057 --> 00:40:37.990
I just had to get rid
of everything else.
00:40:37.990 --> 00:40:40.010
It must have a order that it...
00:40:40.010 --> 00:40:41.275
Okay, let's see.
00:40:41.275 --> 00:40:42.610
Make sure the clicker will click.
00:40:42.610 --> 00:40:45.510
It looks like it will. Is
there a presentation mode?
00:40:45.510 --> 00:40:46.343
Do you think?
00:40:51.320 --> 00:40:52.323
Fit to page, maybe.
00:40:55.480 --> 00:40:56.313
That's closer.
00:40:56.313 --> 00:40:58.164
Does that, can you guys see that okay?
00:40:58.164 --> 00:40:58.997
(audience members
talking over each other)
00:40:58.997 --> 00:40:59.830
Okay.
00:40:59.830 --> 00:41:01.263
And on the phone, can
they see this as well?
00:41:01.263 --> 00:41:03.896
So they have the slides.
00:41:03.896 --> 00:41:04.729
Okay.
00:41:04.729 --> 00:41:06.940
The person advancing
them are very familiar
00:41:06.940 --> 00:41:07.970
with my slides.
00:41:07.970 --> 00:41:10.085
It might be helpful if you-
00:41:10.085 --> 00:41:10.918
Just say next slide.
00:41:10.918 --> 00:41:11.751
Yeah.
00:41:11.751 --> 00:41:12.584
(women laugh)
00:41:12.584 --> 00:41:14.210
Okay. I'm gonna
try to pull this off.
00:41:14.210 --> 00:41:16.020
Okay, so, hello everybody.
00:41:16.020 --> 00:41:17.620
My name is Dana Harmon.
00:41:17.620 --> 00:41:19.050
I'm the Executive Director
00:41:19.050 --> 00:41:22.490
of the Texas Energy
Poverty Research Institute.
00:41:22.490 --> 00:41:26.460
It's certainly a pleasure to
be with you all here today.
00:41:26.460 --> 00:41:29.720
For those of you who
attended the March meeting,
00:41:29.720 --> 00:41:31.061
I believe it was March.
00:41:31.061 --> 00:41:31.987
It got moved to March.
00:41:31.987 --> 00:41:33.630
It was February. It
got moved to March.
00:41:33.630 --> 00:41:34.720
We talked about this study
00:41:34.720 --> 00:41:37.110
that we conducted a
little bit at that point.
00:41:37.110 --> 00:41:40.223
And now we're here to
follow up with the results.
00:41:41.170 --> 00:41:43.520
I wanted to just take a
moment to acknowledge
00:41:43.520 --> 00:41:45.040
my colleague Jackie Moss,
00:41:45.040 --> 00:41:46.940
who unfortunately wasn't able to be here
00:41:46.940 --> 00:41:47.780
to present this work.
00:41:47.780 --> 00:41:50.210
But she is the lead author on the study
00:41:50.210 --> 00:41:51.840
and has really done a great job
00:41:51.840 --> 00:41:54.830
and worked a lot with
Oncor and with Tetra Tech,
00:41:54.830 --> 00:41:57.750
and really deserves
the credit for this work.
00:41:57.750 --> 00:41:58.960
She's given me a lot of notes.
00:41:58.960 --> 00:42:00.710
And so I'm gonna do my best,
00:42:00.710 --> 00:42:02.410
but if there are questions
that I can't answer,
00:42:02.410 --> 00:42:04.893
I'll, may have to defer to Jackie.
00:42:06.660 --> 00:42:09.630
So, for those of you who
may not be familiar with,
00:42:09.630 --> 00:42:13.220
with TEPRI or weren't
there for the March meeting,
00:42:13.220 --> 00:42:16.610
we are a 501C3
nonprofit research institute
00:42:16.610 --> 00:42:19.860
based here in Austin,
serving the state of Texas.
00:42:19.860 --> 00:42:22.920
So we work with, with utilities,
00:42:22.920 --> 00:42:24.660
with affordable housing providers,
00:42:24.660 --> 00:42:26.870
with social service organizations,
00:42:26.870 --> 00:42:28.890
both in the competitive market
00:42:28.890 --> 00:42:31.250
and municipally owned utility areas
00:42:31.250 --> 00:42:35.220
and co-op areas
00:42:35.220 --> 00:42:38.350
with a mission to inspire
lasting energy solutions
00:42:38.350 --> 00:42:40.530
for underserved
communities across the state.
00:42:40.530 --> 00:42:42.560
So we do a lot of work
in energy efficiency,
00:42:42.560 --> 00:42:44.840
residential energy
efficiency, of course,
00:42:44.840 --> 00:42:46.990
but then also we do a
good amount of work
00:42:46.990 --> 00:42:49.020
with regard to access to solar,
00:42:49.020 --> 00:42:51.863
utility assistance programs
and those sorts of things.
00:42:53.480 --> 00:42:56.710
Our work has four kind of key pillars.
00:42:56.710 --> 00:42:59.270
Really, we work in research evaluation
00:42:59.270 --> 00:43:01.500
is kind of our bread and butter.
00:43:01.500 --> 00:43:04.590
We've noticed that with
the proliferation of datasets
00:43:04.590 --> 00:43:06.785
and so much data out there,
00:43:06.785 --> 00:43:09.000
it's very helpful to offer
decision-making tools
00:43:09.000 --> 00:43:11.130
that can help utilities, policymakers
00:43:11.130 --> 00:43:13.970
and others advance their program design.
00:43:13.970 --> 00:43:17.210
We host a series of stakeholder forums,
00:43:17.210 --> 00:43:19.190
convening stakeholders
of different types
00:43:19.190 --> 00:43:20.790
on different topic areas.
00:43:20.790 --> 00:43:21.623
And then of course,
00:43:21.623 --> 00:43:24.020
outreach and education
directly within the community
00:43:24.020 --> 00:43:25.990
and with industry members.
00:43:25.990 --> 00:43:27.803
So that's a little bit about us.
00:43:28.770 --> 00:43:31.530
So next I'll take it to the study.
00:43:31.530 --> 00:43:34.590
This is a kind of a summarized version
00:43:34.590 --> 00:43:36.400
of the presentation that,
00:43:36.400 --> 00:43:38.770
the full presentation that we've given.
00:43:38.770 --> 00:43:42.830
This study was conducted
from January to May of this year
00:43:44.494 --> 00:43:46.198
and Commissioned by Oncor
00:43:46.198 --> 00:43:47.620
to develop a set of recommendations,
00:43:47.620 --> 00:43:49.670
to provide assurance that the low-income
00:43:49.670 --> 00:43:52.380
and Hard2Reach energy
efficiency programs
00:43:52.380 --> 00:43:56.120
are reaching the population
they're intended to serve.
00:43:56.120 --> 00:43:59.223
I think that along the
lines was collectively,
00:44:00.130 --> 00:44:02.807
there was collective
alignment on that mission
00:44:02.807 --> 00:44:04.570
throughout the whole process.
00:44:04.570 --> 00:44:06.380
We thought it was very
important to make sure
00:44:06.380 --> 00:44:09.500
that we're avoiding instituting
any additional barriers
00:44:09.500 --> 00:44:10.760
to program participation.
00:44:10.760 --> 00:44:11.880
So we didn't want to make it harder
00:44:11.880 --> 00:44:14.200
for people to participate.
00:44:14.200 --> 00:44:16.430
We've done a decent
amount of research at TEPRI
00:44:16.430 --> 00:44:18.360
showing there's, you know,
00:44:18.360 --> 00:44:21.420
already enough barriers in
place for program participation
00:44:21.420 --> 00:44:22.980
and awareness.
00:44:22.980 --> 00:44:25.240
And then we had the goal of operating
00:44:25.240 --> 00:44:27.380
within the existing
regulatory framework.
00:44:27.380 --> 00:44:31.430
So new rule change, new
policy changes required.
00:44:31.430 --> 00:44:35.790
And so this time today is
really us presenting the findings
00:44:35.790 --> 00:44:37.853
and the analysis from that research.
00:44:41.130 --> 00:44:42.650
Okay. For those on the phone,
00:44:42.650 --> 00:44:45.010
I'm on a background information slide,
00:44:45.010 --> 00:44:47.025
which I think is slide five.
00:44:47.025 --> 00:44:47.858
(Dana chuckles)
00:44:47.858 --> 00:44:51.010
So, I will touch briefly on
just kind of the background
00:44:51.010 --> 00:44:52.690
of the study.
00:44:52.690 --> 00:44:54.080
You all are probably familiar,
00:44:54.080 --> 00:44:57.690
but Texas utilities provide
energy efficiency services
00:44:57.690 --> 00:44:59.060
to low income customers
00:44:59.060 --> 00:45:01.357
through a combination of the Hard2Reach
00:45:01.357 --> 00:45:02.720
and low-income programs
00:45:02.720 --> 00:45:06.360
as specified by the
Texas Administrative Code.
00:45:06.360 --> 00:45:08.430
So ERCOT utilities, such as Oncor
00:45:08.430 --> 00:45:10.530
are required to spend no less than 10%
00:45:10.530 --> 00:45:12.800
of each program years
energy efficiency budget
00:45:12.800 --> 00:45:16.490
on targeted low income
energy efficiency programs.
00:45:16.490 --> 00:45:18.640
That program follows similar guidelines
00:45:18.640 --> 00:45:21.660
to the Federal Weatherization
Assistance Program
00:45:21.660 --> 00:45:23.590
and program income verification
00:45:23.590 --> 00:45:25.640
and targeted low income programs
00:45:25.640 --> 00:45:26.950
is considered sufficient
00:45:26.950 --> 00:45:30.410
and not being addressed
by this specific study.
00:45:30.410 --> 00:45:32.460
But in addition to the
targeted Low Income
00:45:32.460 --> 00:45:34.230
Energy Efficiency Program,
00:45:34.230 --> 00:45:36.880
all regulated Texas electric utilities
00:45:36.880 --> 00:45:40.106
are required to achieve no less than 5%
00:45:40.106 --> 00:45:41.040
of total demand reduction
00:45:41.040 --> 00:45:43.900
through serving Hard2Reach customers.
00:45:43.900 --> 00:45:47.900
And so that is really
where we focus this study.
00:45:47.900 --> 00:45:48.733
As Laura mentioned,
00:45:48.733 --> 00:45:51.670
the utility eligibility
certification forms
00:45:51.670 --> 00:45:53.710
are maintained by the PUC.
00:45:53.710 --> 00:45:56.383
There's a single family
form and a multifamily form,
00:45:57.614 --> 00:46:00.890
and both include a way
to qualify for the programs
00:46:00.890 --> 00:46:02.990
through other low-income
programs and services,
00:46:02.990 --> 00:46:05.410
which is referred to as category one,
00:46:05.410 --> 00:46:07.860
as well as through self-reported income,
00:46:07.860 --> 00:46:09.093
which is category two.
00:46:10.550 --> 00:46:12.410
This study addresses alternatives
00:46:12.410 --> 00:46:14.280
to that self-certification method
00:46:14.280 --> 00:46:16.533
for the Hard2Reach programs.
00:46:17.570 --> 00:46:18.810
And although,
00:46:18.810 --> 00:46:20.720
although the programs
are implemented differently,
00:46:20.720 --> 00:46:23.110
both do use the federal poverty,
00:46:23.110 --> 00:46:25.370
200% of the federal poverty line or FPL
00:46:25.370 --> 00:46:27.723
as the income qualification
for both programs.
00:46:30.757 --> 00:46:34.280
So next I'll go into a little
bit of the research questions.
00:46:34.280 --> 00:46:36.600
As a research Institute kind of our,
00:46:36.600 --> 00:46:39.730
our normal method is to clearly
identify research questions
00:46:39.730 --> 00:46:40.920
that we're looking to answer
00:46:40.920 --> 00:46:43.230
at the beginning of our studies.
00:46:43.230 --> 00:46:45.040
So as Commissioned by Oncor,
00:46:45.040 --> 00:46:48.410
this study was designed to
explore certification options
00:46:48.410 --> 00:46:50.370
with the following questions.
00:46:50.370 --> 00:46:51.480
What are the advantages
00:46:51.480 --> 00:46:54.840
and disadvantages of
different certification methods?
00:46:54.840 --> 00:46:57.160
Since there was strong interests with,
00:46:57.160 --> 00:46:58.520
really from all whom we spoke
00:46:58.520 --> 00:47:01.320
in geography based eligibility.
00:47:01.320 --> 00:47:03.970
We wanted to understand
how effective is that method
00:47:03.970 --> 00:47:05.850
in identifying low-income households
00:47:05.850 --> 00:47:09.070
across Oncor service
areas, specifically.
00:47:09.070 --> 00:47:11.050
We wanted to know how
many low income people
00:47:11.050 --> 00:47:13.820
would be captured by
a geo-eligibility model.
00:47:13.820 --> 00:47:16.410
And I'll go into geo-eligibility
a bit more in detail
00:47:16.410 --> 00:47:17.610
in a few minutes.
00:47:17.610 --> 00:47:18.980
And we also wanted to understand
00:47:18.980 --> 00:47:21.410
how many people might
fall outside of those areas,
00:47:21.410 --> 00:47:24.150
if we use strictly geo-eligibility.
00:47:24.150 --> 00:47:26.650
We also wanted to
explore what other methods
00:47:26.650 --> 00:47:29.210
were available and achievable
00:47:29.210 --> 00:47:32.310
to efficiently qualify
eligible households,
00:47:32.310 --> 00:47:36.363
again, without setting up
institutional barriers as well.
00:47:38.590 --> 00:47:42.690
So, we followed our
standard research process
00:47:42.690 --> 00:47:45.773
of discovery analysis and
developing recommendations.
00:47:46.773 --> 00:47:48.550
So it really, that was
kind of the three phases
00:47:48.550 --> 00:47:50.620
with which we conducted this work.
00:47:50.620 --> 00:47:51.870
During the discovery phase,
00:47:51.870 --> 00:47:54.310
we gathered and synthesized information
00:47:54.310 --> 00:47:57.920
about existing rules,
procedures, programs,
00:47:57.920 --> 00:48:00.010
we interviewed several
utility stakeholders,
00:48:00.010 --> 00:48:02.800
other implementers,
and other stakeholders,
00:48:02.800 --> 00:48:05.660
and really try to tease
out knowledge gaps
00:48:05.660 --> 00:48:09.343
that would serve as the
foundation for subsequent phases.
00:48:10.620 --> 00:48:12.090
During the analysis phase,
00:48:12.090 --> 00:48:15.770
then we evaluated the
materials that we collected
00:48:15.770 --> 00:48:17.820
and the opportunities that we identified
00:48:17.820 --> 00:48:19.400
in the discovery phase.
00:48:19.400 --> 00:48:22.500
We collected insights from
other geo-eligibility programs
00:48:22.500 --> 00:48:24.160
across the country.
00:48:24.160 --> 00:48:25.310
We gathered data sources
00:48:25.310 --> 00:48:28.250
and compared methods of geo-eligibility.
00:48:28.250 --> 00:48:30.430
And we also continue to collect insights
00:48:30.430 --> 00:48:32.560
from across the state and across,
00:48:32.560 --> 00:48:34.800
really from a national perspective,
00:48:34.800 --> 00:48:37.640
reaching out to partners
across the Southeast
00:48:37.640 --> 00:48:40.790
who may be facing similar challenges
00:48:40.790 --> 00:48:42.717
with energy efficiency programs.
00:48:42.717 --> 00:48:45.480
And so this, this report
is a high-level summary
00:48:45.480 --> 00:48:47.133
of those recommendations.
00:48:48.640 --> 00:48:50.010
Okay, for those on the phone.
00:48:50.010 --> 00:48:52.803
Now I'm on the theme
slide, which is slide eight.
00:48:54.426 --> 00:48:56.100
So there are a couple of key themes
00:48:56.100 --> 00:48:58.480
that really emerged from this work
00:48:58.480 --> 00:49:00.230
that we wanted to highlight
00:49:00.230 --> 00:49:02.630
from the stakeholder interviews.
00:49:02.630 --> 00:49:05.530
Firstly, there was
consensus among the people
00:49:05.530 --> 00:49:07.660
with whom we spoke that,
00:49:07.660 --> 00:49:10.083
and this is within and outside of Texas,
00:49:10.970 --> 00:49:13.770
that any barriers that
we introduced to eligibility
00:49:13.770 --> 00:49:17.253
is likely to create more
problems than we want to solve.
00:49:18.300 --> 00:49:21.380
If it, it's already hard to
serve these households
00:49:21.380 --> 00:49:22.880
and we wanted to make sure
00:49:22.880 --> 00:49:24.810
that we weren't putting
up additional barriers
00:49:24.810 --> 00:49:29.040
to program awareness or
trust or language differences
00:49:29.040 --> 00:49:30.073
or home ownership.
00:49:30.950 --> 00:49:32.910
There was also a reluctance
00:49:32.910 --> 00:49:35.810
from really all the
parties that we spoke with,
00:49:35.810 --> 00:49:37.730
utilities and implementers alike,
00:49:37.730 --> 00:49:39.210
to assume responsibility
00:49:39.210 --> 00:49:42.033
for handling personal
identifying information.
00:49:42.900 --> 00:49:46.050
If asked to provide
documentation of household income
00:49:46.050 --> 00:49:48.223
with tax records or pay stubs,
00:49:49.060 --> 00:49:50.870
a customer may either knowingly
00:49:50.870 --> 00:49:53.360
or inadvertently provide incomplete
00:49:53.360 --> 00:49:55.360
or inaccurate information.
00:49:55.360 --> 00:49:58.140
And we at TEPRI agree
that neither contractors
00:49:58.140 --> 00:50:02.320
nor implementers nor
utilities should be responsible
00:50:02.320 --> 00:50:04.430
or accountable for
verifying the accuracy
00:50:04.430 --> 00:50:05.470
of that information.
00:50:05.470 --> 00:50:07.770
So we wanted to look
for other, other options.
00:50:10.230 --> 00:50:12.660
So that comes to our
primary recommendations
00:50:12.660 --> 00:50:13.713
for alternatives.
00:50:14.640 --> 00:50:17.090
So as time allows,
we can go into details,
00:50:17.090 --> 00:50:18.670
more details on each of these.
00:50:18.670 --> 00:50:21.270
But first primary recommendation
00:50:21.270 --> 00:50:24.530
is to institute a
geo-eligibility process.
00:50:24.530 --> 00:50:28.780
And so that is the process
by using an address to look up,
00:50:28.780 --> 00:50:31.350
to verify that a premises
within the boundaries
00:50:31.350 --> 00:50:34.370
of some geographically determined area.
00:50:34.370 --> 00:50:38.420
We recommend two different
HUD based geo group,
00:50:38.420 --> 00:50:41.074
geographic datasets,
which I'll go into here
00:50:41.074 --> 00:50:42.883
in a few moments.
00:50:43.830 --> 00:50:47.040
The second option for recommendations
00:50:47.040 --> 00:50:49.170
is real-time verification.
00:50:49.170 --> 00:50:54.170
So we agree that a third party
model of income verification,
00:50:54.500 --> 00:50:58.985
such as the LIDA List,
that's maintained by Solar X,
00:50:58.985 --> 00:51:01.060
for those of you who are familiar.
00:51:01.060 --> 00:51:03.390
Provides a greater degree of confidence,
00:51:03.390 --> 00:51:06.230
but we also acknowledge that
it can slow down the process
00:51:06.230 --> 00:51:08.210
and we appreciate the need
00:51:08.210 --> 00:51:10.920
for real-time, on-site verification.
00:51:10.920 --> 00:51:14.740
And so we recommend
exploring ways that a third-party list
00:51:14.740 --> 00:51:17.300
could be created that is,
00:51:17.300 --> 00:51:21.204
can enable real time
address verification
00:51:21.204 --> 00:51:23.640
that could occur onsite
through a web based tool.
00:51:23.640 --> 00:51:26.225
We'll go into a little bit
more detail about that
00:51:26.225 --> 00:51:27.853
recommendation as well.
00:51:28.810 --> 00:51:31.450
Thirdly, we recommend
using opportunities
00:51:31.450 --> 00:51:33.553
to leverage existing programs.
00:51:34.443 --> 00:51:35.753
And so to avoid,
00:51:37.225 --> 00:51:38.440
in the spirit of avoiding barriers
00:51:38.440 --> 00:51:40.241
and increasing confidence,
00:51:40.241 --> 00:51:42.930
it's important to allow
redacted documentation
00:51:42.930 --> 00:51:45.830
of participation in
social service programs
00:51:45.830 --> 00:51:47.430
as proof of eligibility.
00:51:47.430 --> 00:51:50.880
And then finally, we
recommend that self-certification
00:51:50.880 --> 00:51:53.720
does continue as
permissible as the last result.
00:51:53.720 --> 00:51:56.070
If those, as the last resort,
00:51:56.070 --> 00:51:59.203
if those other three
methods don't suffice.
00:52:00.620 --> 00:52:01.740
Let me pause there,
00:52:01.740 --> 00:52:03.570
just to, that's a lot
of information so far.
00:52:03.570 --> 00:52:04.403
Any questions so far?
00:52:04.403 --> 00:52:05.658
Yes, Cyrus.
00:52:05.658 --> 00:52:07.208
On that third bullet,
00:52:08.380 --> 00:52:13.200
are other programs also
did they use the 200%
00:52:13.200 --> 00:52:14.870
of the federal?
00:52:14.870 --> 00:52:17.070
Because I know in Austin Energy,
00:52:17.070 --> 00:52:21.173
they started going to the
80% of AMI versus 200% of-
00:52:21.173 --> 00:52:22.050
That is correct.
00:52:22.050 --> 00:52:25.305
So not all programs do use 200% FPL,
00:52:25.305 --> 00:52:28.940
some use 150% of FPL
and some will use 80% AMI
00:52:28.940 --> 00:52:30.970
or even 60% AMI.
00:52:30.970 --> 00:52:33.470
But what we have found is 200% FPL
00:52:33.470 --> 00:52:37.140
does tend to be the most relaxed,
00:52:37.140 --> 00:52:40.830
meaning if other program
eligibility should suffice
00:52:40.830 --> 00:52:42.157
for that 200%.
00:52:42.157 --> 00:52:45.376
Okay, so you don't
need to try to compare the-
00:52:45.376 --> 00:52:46.496
Exactly. Exactly.
00:52:46.496 --> 00:52:47.329
Okay.
00:52:47.329 --> 00:52:48.560
I can check with Jackie
00:52:48.560 --> 00:52:49.970
just to make sure we can look
00:52:49.970 --> 00:52:51.940
at exactly how those numbers fall out
00:52:51.940 --> 00:52:54.840
because household size matters as well.
00:52:54.840 --> 00:52:57.290
But, that is the conclusion
that she'd come to,
00:52:57.290 --> 00:52:58.883
that 200% is sufficient.
00:53:02.350 --> 00:53:03.350
Any other questions?
00:53:06.560 --> 00:53:07.818
Okay.
00:53:07.818 --> 00:53:10.990
So next I'll go into
a little bit of detail
00:53:10.990 --> 00:53:13.170
on each of the recommendations
00:53:14.030 --> 00:53:16.140
and really what those may look like.
00:53:16.140 --> 00:53:18.520
So again, we envisioned geo-eligibility
00:53:18.520 --> 00:53:20.800
as kind of the first
step in the process.
00:53:20.800 --> 00:53:22.940
Frankly, it's the easiest to verify,
00:53:22.940 --> 00:53:25.570
it's easiest to access the datasets
00:53:25.570 --> 00:53:28.030
and frankly, it can be
done relatively simple
00:53:28.030 --> 00:53:32.723
through a platform that
can access those data sets.
00:53:34.070 --> 00:53:37.110
So if a premise address
meets the criteria,
00:53:37.110 --> 00:53:38.050
they fill out a form
00:53:38.050 --> 00:53:40.560
which includes self
certifying their income
00:53:40.560 --> 00:53:41.720
and are ready for service.
00:53:41.720 --> 00:53:43.670
And so it's fairly basic.
00:53:43.670 --> 00:53:45.590
So, the study did show
00:53:45.590 --> 00:53:48.210
that geographic based
eligibility verification
00:53:48.210 --> 00:53:52.430
is emerging really across the
US as an innovative approach.
00:53:52.430 --> 00:53:55.110
One case study that's
included in the materials
00:53:55.110 --> 00:53:56.470
is from NYSERDA,
00:53:56.470 --> 00:53:59.623
which is using geo-eligibility
quite successfully.
00:54:01.260 --> 00:54:05.680
In our analysis, we looked
at both the LMISD group data,
00:54:05.680 --> 00:54:10.470
which is the low, HUD
low-income summary data,
00:54:10.470 --> 00:54:14.940
as well as the QCTs, which
are HUD qualified census tracts,
00:54:14.940 --> 00:54:17.850
which use different
eligibility criteria.
00:54:17.850 --> 00:54:20.440
Each approach has its advantages.
00:54:20.440 --> 00:54:23.500
And, we were going along
the lines of trying to pick one
00:54:23.500 --> 00:54:25.030
and making one recommendation.
00:54:25.030 --> 00:54:26.870
But I think come to the,
came to the conclusion,
00:54:26.870 --> 00:54:28.510
along with Tetra Tech and Oncor
00:54:29.378 --> 00:54:31.155
that it makes sense to try to use both.
00:54:31.155 --> 00:54:35.316
And so if either of those
data sets do confirm eligibility,
00:54:35.316 --> 00:54:37.470
that would be our recommendation
00:54:37.470 --> 00:54:41.300
to certify as eligibility
in the process.
00:54:41.300 --> 00:54:42.240
For this study,
00:54:42.240 --> 00:54:45.380
we were really focusing
on Oncor's service territory,
00:54:45.380 --> 00:54:48.900
but we believe that this process
would work across the state
00:54:48.900 --> 00:54:52.090
and those data sets
are available publicly
00:54:52.090 --> 00:54:55.033
and across the state of Texas.
00:54:57.430 --> 00:54:59.780
So next, so that's kind of step one,
00:54:59.780 --> 00:55:02.620
then step two for people
who would not qualify
00:55:02.620 --> 00:55:05.220
based on geo-eligibility,
00:55:05.220 --> 00:55:06.710
we suggest having another way
00:55:06.710 --> 00:55:09.480
to achieve real-time
onsite verification there
00:55:09.480 --> 00:55:12.410
while the contractor is on the premise.
00:55:12.410 --> 00:55:15.770
And we envisioned this
looking something like
00:55:15.770 --> 00:55:18.930
the Low Income Discount
Administrator List that exists now,
00:55:18.930 --> 00:55:21.540
which is being accessed
by retail electric providers
00:55:21.540 --> 00:55:23.003
on a monthly basis.
00:55:24.780 --> 00:55:26.540
We, this list is an example.
00:55:26.540 --> 00:55:29.510
We don't yet have permission
to use this list specifically,
00:55:29.510 --> 00:55:32.080
but we would like to
explore opportunities
00:55:32.080 --> 00:55:34.000
to find another agency to partner with
00:55:34.000 --> 00:55:37.400
so that we can maintain
a database of participation
00:55:37.400 --> 00:55:39.610
in a program that has
income qualification
00:55:39.610 --> 00:55:43.630
at the same threshold of
the 200% federal poverty line
00:55:43.630 --> 00:55:44.603
or less.
00:55:46.530 --> 00:55:49.680
Because primary
eligibility verification issue
00:55:49.680 --> 00:55:53.850
involves the Hard2Reach
single family residential programs.
00:55:53.850 --> 00:55:55.340
It's especially important to make sure
00:55:55.340 --> 00:55:57.840
that this is achievable
in real time there onsite.
00:55:58.963 --> 00:56:01.760
And we recognize that time
delays are meaningful barrier
00:56:01.760 --> 00:56:05.270
to customer participation
and effective implementation.
00:56:05.270 --> 00:56:08.020
And we believe that this
would be both cost effective
00:56:08.020 --> 00:56:10.780
and solve for privacy concerns
00:56:10.780 --> 00:56:13.040
because we're not having to
collect customer information
00:56:13.040 --> 00:56:14.380
there onsite.
00:56:14.380 --> 00:56:17.050
And they're paired with
the GFL eligibility method,
00:56:17.050 --> 00:56:19.520
it could improve confidence while,
00:56:19.520 --> 00:56:22.123
while avoiding, you
know, costly time delays.
00:56:24.080 --> 00:56:27.320
Dana, when
you say agency partner,
00:56:27.320 --> 00:56:29.370
does that mean state agency or just?
00:56:29.370 --> 00:56:30.850
Good question. Sorry.
00:56:30.850 --> 00:56:33.240
We were referring to
community action agencies.
00:56:33.240 --> 00:56:37.800
So we work with a lot of the
agencies who administer LIHEAP,
00:56:37.800 --> 00:56:40.600
which is the Low Income Home
Energy Assistance Program
00:56:40.600 --> 00:56:43.890
funding and Weatherization
Assistance Program funding
00:56:43.890 --> 00:56:46.740
are the partners that
we'd like to explore.
00:56:46.740 --> 00:56:49.060
You know, again, the LIDA list,
00:56:49.060 --> 00:56:50.980
there's a list already maintained.
00:56:50.980 --> 00:56:52.560
That would be nice if
we're able to access,
00:56:52.560 --> 00:56:54.692
but we think there are
a couple of other ways
00:56:54.692 --> 00:56:57.930
to access those lists as well,
to consolidate and access.
00:56:57.930 --> 00:56:59.945
And as an example,
00:56:59.945 --> 00:57:02.040
TDHCA doesn't have something like this,
00:57:02.040 --> 00:57:05.070
given that they oversee
a lot of those programs.
00:57:05.070 --> 00:57:09.320
We have reached out
to TDHCA to explore this topic,
00:57:09.320 --> 00:57:12.800
and frankly not gotten
very far down the path
00:57:12.800 --> 00:57:14.700
of whether there's
something there that could,
00:57:14.700 --> 00:57:16.090
we could access,
00:57:16.090 --> 00:57:18.050
but we do think that
that would be an avenue
00:57:18.050 --> 00:57:18.973
worth exploring.
00:57:19.831 --> 00:57:21.510
And just for clarification, we're also,
00:57:21.510 --> 00:57:23.870
when we're talking about
other social programs,
00:57:23.870 --> 00:57:26.640
we're talking about
SNAP, Medicaid, TANF,
00:57:26.640 --> 00:57:28.780
and those types of
participant, programs,
00:57:28.780 --> 00:57:31.271
in addition to potentially LIHEAP
00:57:31.271 --> 00:57:32.603
and the Weatherization
Assistance Program.
00:57:37.990 --> 00:57:38.823
Okay.
00:57:41.610 --> 00:57:45.120
Next, and these, I guess
these two real-time verification
00:57:45.120 --> 00:57:48.450
and leveraging existing
programs do kind of go together
00:57:48.450 --> 00:57:49.880
to really bucket it under that,
00:57:49.880 --> 00:57:52.310
that's kind of second recommendation.
00:57:52.310 --> 00:57:55.660
But we do think that if we're
not able to access that list,
00:57:55.660 --> 00:57:58.670
then allowing a customer
to show proof of participation
00:57:58.670 --> 00:58:02.090
in those programs that could
be captured and documented.
00:58:02.090 --> 00:58:04.730
But, with personal information redacted,
00:58:04.730 --> 00:58:07.470
so crossed out in a
way that doesn't share,
00:58:07.470 --> 00:58:10.150
it doesn't encourage a contractor
00:58:10.150 --> 00:58:11.960
to collect personal information,
00:58:11.960 --> 00:58:15.970
could be another opportunity
to leverage existing programs
00:58:15.970 --> 00:58:19.263
that have, that meet the
income qualification criteria.
00:58:23.270 --> 00:58:25.570
Here is a very fuzzy picture.
00:58:25.570 --> 00:58:29.490
I apologize of the list of
the category one programs.
00:58:29.490 --> 00:58:33.350
But there, and again,
SNAP, Medicaid, TANF
00:58:33.350 --> 00:58:37.175
and others would be included.
00:58:37.175 --> 00:58:40.260
And a lot of this is in a
memo created by Tetra Tech
00:58:40.260 --> 00:58:42.120
January of this year?
00:58:42.120 --> 00:58:44.270
Yeah, it may be
in the state-wide report,
00:58:44.270 --> 00:58:45.804
the volume one.
00:58:45.804 --> 00:58:46.904
There's a detailed section.
00:58:46.904 --> 00:58:47.737
Thank you. Thank you.
00:58:47.737 --> 00:58:48.570
I think the one,
00:58:48.570 --> 00:58:50.410
one program that we
did not see that included
00:58:50.410 --> 00:58:51.630
was the Lifeline program,
00:58:51.630 --> 00:58:53.923
that was one recommendation
that we had to add.
00:58:57.820 --> 00:58:58.730
Okay.
00:58:58.730 --> 00:59:00.630
Next for those following
along on the phone,
00:59:00.630 --> 00:59:02.770
I am now on slide 14,
00:59:02.770 --> 00:59:06.360
which is the user journey
of the Oncor proposed
00:59:06.360 --> 00:59:08.640
single family verification process.
00:59:08.640 --> 00:59:10.360
What you'll see in yellow there
00:59:10.360 --> 00:59:13.940
is where TEPRI was recommending
additional amendments
00:59:13.940 --> 00:59:14.890
to that process
00:59:14.890 --> 00:59:17.690
and where kind of these key
recommendations will fit in.
00:59:18.550 --> 00:59:20.280
So when the,
00:59:20.280 --> 00:59:22.981
when the service provider
looks up the premise
00:59:22.981 --> 00:59:24.511
and the address in the tool,
00:59:24.511 --> 00:59:26.550
we suggest that the
underlying database use both,
00:59:26.550 --> 00:59:27.680
both of those datasets,
00:59:27.680 --> 00:59:30.030
the LMISD block root dataset
00:59:30.030 --> 00:59:34.250
and the HUD qualified census dataset to,
00:59:34.250 --> 00:59:39.250
to verify through
geo-eligibility as a first step.
00:59:39.610 --> 00:59:42.100
If a customer passes that
step, move on, you know,
00:59:42.100 --> 00:59:44.743
capture the information
and then we can move on.
00:59:45.900 --> 00:59:48.673
If a customer is either,
00:59:50.460 --> 00:59:52.670
is eligible based on
either look up method,
00:59:52.670 --> 00:59:55.220
the last step would be
to allow self-certification.
01:00:00.120 --> 01:00:02.963
Is there a way to move
this up just a little bit?
01:00:03.970 --> 01:00:05.690
There we go. Okay.
01:00:05.690 --> 01:00:08.240
So next I want to go
through just a few details
01:00:08.240 --> 01:00:11.050
specific to Oncor's service territory.
01:00:11.050 --> 01:00:13.440
Again, I think this data
could be easily accessible
01:00:13.440 --> 01:00:16.080
for other service territories as well.
01:00:16.080 --> 01:00:18.580
But we really wanted to
understand how this process
01:00:18.580 --> 01:00:22.870
would work based on,
based on their service territory.
01:00:22.870 --> 01:00:25.220
So again, just kind of a difference
01:00:25.220 --> 01:00:28.473
between the two data sets
that we're recommending,
01:00:29.470 --> 01:00:32.890
the LMISD dataset issues
01:00:32.890 --> 01:00:37.590
for the community development
grants, block grant program.
01:00:37.590 --> 01:00:40.690
It operates with their
resolution of block group
01:00:40.690 --> 01:00:45.100
and a qualified block group
is one in which 51% or more
01:00:45.100 --> 01:00:49.260
of its population is at or
below 80% area median income
01:00:49.260 --> 01:00:50.093
or AMI.
01:00:51.150 --> 01:00:54.640
This data set comes from the US Census
01:00:54.640 --> 01:00:56.040
American Community Survey,
01:00:56.040 --> 01:00:58.920
which is updated every five years.
01:00:58.920 --> 01:01:03.430
The other data set is the
Qualified Census Tracts dataset,
01:01:03.430 --> 01:01:04.263
which had used,
01:01:04.263 --> 01:01:07.353
that produced the low Income
Housing Tax Credit, or LIHTC.
01:01:08.610 --> 01:01:10.500
This method, Qualified Census Tracts,
01:01:10.500 --> 01:01:12.570
based on AMI as well.
01:01:12.570 --> 01:01:15.370
This formula is a bit more complex
01:01:15.370 --> 01:01:16.970
and these are Jackie's notes.
01:01:16.970 --> 01:01:19.310
The easiest way to explain
it is that for the most part
01:01:19.310 --> 01:01:23.570
tracts must have 50% of
households with incomes below 60%
01:01:23.570 --> 01:01:25.970
of area median gross income,
01:01:25.970 --> 01:01:28.463
or have a poverty rate of 25% or more.
01:01:29.582 --> 01:01:33.030
And this dataset comes
from the household account
01:01:33.030 --> 01:01:35.561
from the 2010 bicentennial census,
01:01:35.561 --> 01:01:40.561
plus three sets of five-year
tabulations from ACS.
01:01:41.280 --> 01:01:43.732
If y'all have any questions
on that you have to ask Jackie.
01:01:43.732 --> 01:01:45.170
(audience laughing)
01:01:45.170 --> 01:01:47.250
But, I do know there's, again,
01:01:47.250 --> 01:01:50.910
the recommendation
was each of the datasets
01:01:50.910 --> 01:01:52.770
has its advantages and disadvantages.
01:01:52.770 --> 01:01:56.143
And again, we recommend
using both to qualify customers.
01:01:59.562 --> 01:02:00.630
Okay.
01:02:00.630 --> 01:02:03.770
Next, to give you a
sense of our analysis,
01:02:03.770 --> 01:02:08.450
we included these maps of
the Oncor service territory.
01:02:08.450 --> 01:02:10.560
The one on the left
shows three years worth
01:02:10.560 --> 01:02:13.090
of Oncor low-income
weatherization installations
01:02:13.090 --> 01:02:16.382
relative to LMISDs,
01:02:16.382 --> 01:02:19.760
and the map on the right
shows one year of data for QCTs.
01:02:19.760 --> 01:02:21.790
We generated these maps for QCTs
01:02:21.790 --> 01:02:25.180
for each of the three years
since the data updates annually.
01:02:25.180 --> 01:02:28.237
Whereas LMISD is every five years.
01:02:28.237 --> 01:02:31.770
And so it changes left, less often.
01:02:31.770 --> 01:02:34.180
So, really our objective
here was to evaluate
01:02:34.180 --> 01:02:37.570
how effective each
method was in identifying
01:02:37.570 --> 01:02:39.573
low-income households in Texas.
01:02:40.674 --> 01:02:43.130
And so these maps offer a
glimpse of the Statewide coverage
01:02:43.130 --> 01:02:45.163
of the two methods.
01:02:45.163 --> 01:02:48.410
And you'll notice that the
LMISDs capture more areas
01:02:48.410 --> 01:02:51.773
because that data is
at a finer resolution.
01:02:55.580 --> 01:02:57.860
Here's just a little
bit about the process,
01:02:57.860 --> 01:02:59.560
which I won't go into in detail,
01:02:59.560 --> 01:03:01.590
but really to perform the analysis
01:03:01.590 --> 01:03:03.600
that we described just a second ago,
01:03:03.600 --> 01:03:08.350
we associated Oncor service
area zip codes to block groups
01:03:08.350 --> 01:03:10.700
and census tracks to
kind of do that match
01:03:10.700 --> 01:03:11.533
with that look up,
01:03:11.533 --> 01:03:13.960
which is the same method
that we would recommend
01:03:13.960 --> 01:03:16.380
the platform would do behind the scenes
01:03:16.380 --> 01:03:18.143
to perform this check.
01:03:21.350 --> 01:03:24.300
Okay. So what we found.
01:03:24.300 --> 01:03:27.610
So again, specific
to Oncor service area,
01:03:27.610 --> 01:03:29.210
this summarizes the results,
01:03:29.210 --> 01:03:31.630
and it's really meant
to answer the question,
01:03:31.630 --> 01:03:33.840
if we use this geo-eligibility method,
01:03:33.840 --> 01:03:35.767
how many low income
people would be included
01:03:35.767 --> 01:03:38.340
and how many non low income people
01:03:38.340 --> 01:03:40.490
would be unintentionally ineligible
01:03:40.490 --> 01:03:42.623
just for this geo-eligibility method.
01:03:44.164 --> 01:03:46.870
And what we found is that
while sending fewer percent
01:03:46.870 --> 01:03:49.824
of people in QCTs are low income,
01:03:49.824 --> 01:03:52.440
only 31 low-income, percent
of low-income individuals
01:03:52.440 --> 01:03:54.450
reside in QCTs.
01:03:54.450 --> 01:03:55.980
So they're reliable,
01:03:55.980 --> 01:03:59.960
QCTs are reliable in
excluding ineligible households,
01:03:59.960 --> 01:04:02.610
but there reach isn't all that large.
01:04:02.610 --> 01:04:07.420
Conversely, 70% of the people
in the LMISD block groups
01:04:07.420 --> 01:04:10.410
are low income and
59% of low income people
01:04:10.410 --> 01:04:12.717
are in LMISD block groups.
01:04:12.717 --> 01:04:16.170
And so with the LMISD
method we improved the reach,
01:04:16.170 --> 01:04:19.990
which is why we came to the
recommendation of using both.
01:04:19.990 --> 01:04:21.860
And so we think by both methods,
01:04:21.860 --> 01:04:25.340
we capture, help households
who may be in only one
01:04:26.208 --> 01:04:27.893
of those two types of categories.
01:04:28.750 --> 01:04:31.040
And again, this information
is in your packets,
01:04:31.040 --> 01:04:33.763
if you're interested in
looking in more detail there.
01:04:36.040 --> 01:04:38.050
So in conclusion,
01:04:38.050 --> 01:04:40.793
kind of as a result
of all of this analysis,
01:04:42.480 --> 01:04:46.610
we, to summarize, we conclude
that the following measures
01:04:46.610 --> 01:04:49.280
are appropriate solutions
to increase confidence,
01:04:49.280 --> 01:04:52.690
reach the intended
customers and avoid institution,
01:04:52.690 --> 01:04:54.380
additional barriers.
01:04:54.380 --> 01:04:57.050
So build a geo-eligibility lookup tool
01:04:57.050 --> 01:04:58.490
that all utilities can share
01:04:58.490 --> 01:05:01.570
that integrates the existing dataset
01:05:01.570 --> 01:05:02.570
using both models.
01:05:02.570 --> 01:05:03.570
Again, we recommend.
01:05:04.820 --> 01:05:06.910
Secondly, explore ways to share data
01:05:06.910 --> 01:05:09.180
from social service agencies
01:05:09.180 --> 01:05:12.190
to cross reference
their recipients address
01:05:12.190 --> 01:05:14.250
to the premise address,
01:05:14.250 --> 01:05:15.487
which would allow contractors-
01:05:15.487 --> 01:05:16.600
[Automated Voice On
Phone] You've been muted.
01:05:16.600 --> 01:05:18.653
To unmute yourself, press *6.
01:05:20.466 --> 01:05:21.299
Jaime?
01:05:21.299 --> 01:05:24.080
(audience laughing)
01:05:24.080 --> 01:05:26.500
So that process would
allow contractors to,
01:05:26.500 --> 01:05:27.667
to look up an address
01:05:27.667 --> 01:05:30.440
and see if a customer is income eligible
01:05:30.440 --> 01:05:33.183
without seeing or handling
any personal information.
01:05:34.410 --> 01:05:35.670
So for customers who don't qualify
01:05:35.670 --> 01:05:38.400
using one of those two look up methods,
01:05:38.400 --> 01:05:41.380
allow documentation to
show active participation
01:05:41.380 --> 01:05:42.963
in qualifying programs.
01:05:44.028 --> 01:05:46.551
And in the absence of all of those,
01:05:46.551 --> 01:05:49.610
of that self certification,
01:05:49.610 --> 01:05:52.040
we recommend the
self-certification persist
01:05:52.040 --> 01:05:54.760
as a last resort method for customers
01:05:54.760 --> 01:05:57.663
who don't fall with any
of the above categories.
01:05:58.570 --> 01:06:00.350
And to understand that that's an issue,
01:06:00.350 --> 01:06:02.170
we do recommend an audit process
01:06:02.170 --> 01:06:05.130
of a sampling of
self-certified households
01:06:05.130 --> 01:06:07.043
in Oncor's compliance audit.
01:06:08.610 --> 01:06:12.171
Laura, Amy was
saying that she thinks they lost
01:06:12.171 --> 01:06:13.631
the feed on the Teams meeting.
01:06:13.631 --> 01:06:16.800
So I think you both get muted.
01:06:16.800 --> 01:06:18.397
Okay.
01:06:18.397 --> 01:06:19.580
Or at least some
people are affected.
01:06:19.580 --> 01:06:21.867
Okay, let me let them know.
01:06:27.640 --> 01:06:29.000
Is there
something I can do here?
01:06:29.000 --> 01:06:31.210
No, I think I'll
just give a quick call
01:06:31.210 --> 01:06:33.159
and let them know some people are off.
01:06:33.159 --> 01:06:36.450
But I would say just for time,
I would keep going, Dana.
01:06:36.450 --> 01:06:39.630
So, this is actually
all I had to present.
01:06:39.630 --> 01:06:43.163
So I think we can open
up to questions at this point.
01:06:44.452 --> 01:06:45.570
I have a general question.
01:06:45.570 --> 01:06:48.640
I love the idea of a lookup tool
01:06:48.640 --> 01:06:51.190
that all utilities could use.
01:06:51.190 --> 01:06:55.000
Do you have any sense of a
timeline for something like that?
01:06:55.000 --> 01:06:55.879
Well-
01:06:55.879 --> 01:06:57.220
Have you discussed it all?
01:06:57.220 --> 01:06:59.719
And the cost. And the cost.
01:06:59.719 --> 01:07:00.840
Yes.
01:07:00.840 --> 01:07:03.411
We can no
longer hear the presenter.
01:07:03.411 --> 01:07:08.090
Yeah, we're
working on it at the moment.
01:07:08.090 --> 01:07:10.650
Maybe we can actually
repeat these questions.
01:07:10.650 --> 01:07:13.590
So we are looking into developing-
01:07:13.590 --> 01:07:15.558
[Automated Voice On Phone]
You are not allowed to unmute.
01:07:15.558 --> 01:07:18.160
To raise your hand, press *5.
01:07:18.160 --> 01:07:20.135
You are allowed to unmute.
01:07:20.135 --> 01:07:22.552
To unmute yourself, press *6.
01:07:24.027 --> 01:07:24.860
(audience members laughing)
01:07:24.860 --> 01:07:27.173
Do you think you
have to unmute yourself-
01:07:27.173 --> 01:07:30.181
Maybe, did I put,
muted it somehow?
01:07:30.181 --> 01:07:31.764
I bet so.
01:07:33.280 --> 01:07:34.113
Can you hear us now?
01:07:34.113 --> 01:07:34.946
Can you hear us now?
01:07:34.946 --> 01:07:36.644
[Automated Voice
On Phone] Hand raise.
01:07:36.644 --> 01:07:39.462
(laughing)
01:07:39.462 --> 01:07:40.493
I think, was it *6?
01:07:41.427 --> 01:07:43.320
Laura, are you
having problems?
01:07:43.320 --> 01:07:44.614
Yep.
01:07:44.614 --> 01:07:46.093
Can't hear you,
can you check your mic?
01:07:47.032 --> 01:07:48.798
(phone beeps)
01:07:48.798 --> 01:07:49.631
Can you hear us now?
01:07:52.654 --> 01:07:53.980
[Automated Voice On
Phone] You are no longer muted.
01:07:53.980 --> 01:07:55.424
Great.
01:07:55.424 --> 01:07:56.724
Gina, can you hear us now?
01:07:57.980 --> 01:07:59.240
Yes, we can. Thank you.
01:07:59.240 --> 01:08:01.390
Oh, great. We
accidentally got muted.
01:08:01.390 --> 01:08:03.130
So, we're unmuted now.
01:08:03.130 --> 01:08:04.865
Do you think I
did that with this?
01:08:04.865 --> 01:08:05.924
I'm sorry.
01:08:05.924 --> 01:08:07.543
I don't know what happened.
01:08:07.543 --> 01:08:10.112
I think it's our first hybrid.
01:08:10.112 --> 01:08:12.770
(laughing)
01:08:12.770 --> 01:08:14.790
So, maybe could
you repeat the question?
01:08:14.790 --> 01:08:15.960
Sure, yeah. I'll be happy to.
01:08:15.960 --> 01:08:20.330
So the question was whether
we had looked into developing
01:08:20.330 --> 01:08:22.960
a platform, a look up tool,
01:08:22.960 --> 01:08:25.230
and if we had an idea
of a timeline or you know,
01:08:25.230 --> 01:08:27.300
about how much that would cost.
01:08:27.300 --> 01:08:28.650
I think that the good news is
01:08:28.650 --> 01:08:32.300
from a platform development standpoint
01:08:32.300 --> 01:08:33.870
is a fairly easy query.
01:08:33.870 --> 01:08:35.060
It's a large data set,
01:08:35.060 --> 01:08:37.420
but it's not all that complicated.
01:08:37.420 --> 01:08:39.510
And so Oncor has asked us to go ahead
01:08:39.510 --> 01:08:42.530
and start developing
a prototype for testing.
01:08:42.530 --> 01:08:44.010
That would be really, you know,
01:08:44.010 --> 01:08:46.560
we're kind of looking
for the, to test it with a,
01:08:46.560 --> 01:08:48.520
to pilot it with a few contractors first
01:08:48.520 --> 01:08:50.620
and then potentially roll it
out more and more largely,
01:08:50.620 --> 01:08:54.063
but it's relatively,
relatively cost-effective.
01:08:55.360 --> 01:08:57.270
Now that would also be for that first
01:08:57.270 --> 01:08:58.580
geo-eligibility lookup,
01:08:58.580 --> 01:09:02.200
not necessarily the second
look up for participation
01:09:02.200 --> 01:09:05.060
in qualifying programs.
01:09:05.060 --> 01:09:06.943
That one, again, the,
01:09:06.943 --> 01:09:08.610
I think the lookup is fairly simple.
01:09:08.610 --> 01:09:11.980
The challenge is getting
access to the data sets.
01:09:11.980 --> 01:09:14.040
And so that, that's
the piece that we're-
01:09:14.040 --> 01:09:15.900
And that's why
I asked about THCA,
01:09:15.900 --> 01:09:18.810
because I feel like they would have,
01:09:18.810 --> 01:09:20.073
they must collect.
01:09:20.910 --> 01:09:22.900
I know they do spot checks of all the-
01:09:22.900 --> 01:09:23.733
They would as well.
01:09:23.733 --> 01:09:26.633
And certainly the agencies
themselves for it would
01:09:26.633 --> 01:09:28.270
but there's what 41 agencies.
01:09:28.270 --> 01:09:29.930
40, yeah whatever.
01:09:29.930 --> 01:09:32.450
Yeah. And so I'm just
not sure at what level
01:09:32.450 --> 01:09:34.640
that personal
information gets rolled up.
01:09:34.640 --> 01:09:37.860
And the other thing that
we do need to be careful of
01:09:37.860 --> 01:09:41.870
is matching a qualifying
customer with an address.
01:09:41.870 --> 01:09:44.130
So a name with an address is, you know,
01:09:44.130 --> 01:09:46.740
the piece that we'll have to
make sure we can work out
01:09:46.740 --> 01:09:47.930
the kinks to.
01:09:47.930 --> 01:09:52.620
Dana, on the TDHCA
you let me sort of get some
01:09:52.620 --> 01:09:55.673
of the areas or the properties
that are participating.
01:09:56.580 --> 01:09:58.085
Yes. Yeah.
01:09:58.085 --> 01:09:59.431
So, you might
need to work that way
01:09:59.431 --> 01:10:01.080
and a lot of times they like
to have a certain percentage
01:10:01.080 --> 01:10:04.550
of their properties that are
considered either VLI or LI.
01:10:04.550 --> 01:10:09.090
So that might also be a way
of, your geographic areas.
01:10:09.090 --> 01:10:11.800
Okay, yeah. That could
be worth exploring. Certainly.
01:10:11.800 --> 01:10:16.500
So I think in terms of
sort of where we are now
01:10:16.500 --> 01:10:17.333
in this process,
01:10:17.333 --> 01:10:19.700
is let's move forward on
the geo-eligibility piece
01:10:19.700 --> 01:10:22.100
and kind of develop
that tool and that platform
01:10:22.100 --> 01:10:24.380
while we explore kind of that step two
01:10:24.380 --> 01:10:27.100
and look for other kind of list
01:10:27.100 --> 01:10:29.330
that we can have access to that would,
01:10:29.330 --> 01:10:32.480
that we could potentially
hold into, ideally the same tool.
01:10:32.480 --> 01:10:34.517
Although I don't want to
speak out of turn on that.
01:10:34.517 --> 01:10:36.383
No, that's correct. Yes.
01:10:36.383 --> 01:10:38.190
Okay. Yeah.
01:10:38.190 --> 01:10:39.323
Any other questions?
01:10:40.760 --> 01:10:44.060
So our intent is to
have this prototype tool
01:10:44.060 --> 01:10:47.640
up and running by early to mid January.
01:10:47.640 --> 01:10:49.883
In time for our 2022 programs.
01:10:55.390 --> 01:10:58.960
I think I had 45 minutes.
I'm not sure I've taken that.
01:10:58.960 --> 01:11:00.870
I think maybe on the phone, I know we,
01:11:00.870 --> 01:11:02.460
I'm not sure at what point we cut out,
01:11:02.460 --> 01:11:03.690
but if there are any other questions,
01:11:03.690 --> 01:11:05.040
we'd be happy to take them.
01:11:12.550 --> 01:11:15.333
Great, I
think, are we good?
01:11:16.321 --> 01:11:17.480
All right.
01:11:17.480 --> 01:11:18.790
Yeah, thank you so much.
01:11:18.790 --> 01:11:20.340
Yeah, of course. My pleasure.
01:11:23.190 --> 01:11:27.810
So, we are gonna break til
11, does that sound good?
01:11:27.810 --> 01:11:28.810
We'll break till 11.
01:11:30.380 --> 01:11:32.730
Wait, I, sorry I have
one more question.
01:11:32.730 --> 01:11:37.730
On the, on that first type of
lookup tool, or even using it,
01:11:38.160 --> 01:11:39.460
as you mentioned for Gina,
01:11:40.505 --> 01:11:42.150
having that in place for January.
01:11:42.150 --> 01:11:47.150
Is that expense one that
can be part of the regular,
01:11:48.680 --> 01:11:51.530
is that considered a regular
sort of administrative cost?
01:11:53.334 --> 01:11:54.170
It's okay.
01:11:54.170 --> 01:11:57.090
But, what about
building, you know,
01:11:57.090 --> 01:11:58.620
a bigger utility wide tool?
01:11:58.620 --> 01:12:00.430
Is that something that could be paid for
01:12:00.430 --> 01:12:03.417
as part of the VE programs
01:12:03.417 --> 01:12:04.755
or that would be
something the Commission
01:12:04.755 --> 01:12:06.256
would need to look at?
01:12:06.256 --> 01:12:07.473
They would probably
need to consider it.
01:12:12.950 --> 01:12:16.760
I'm trying to think about, out
loud about ways that maybe,
01:12:16.760 --> 01:12:20.170
you know, we could get
additional money from like THCA
01:12:20.170 --> 01:12:24.130
or some of this, the large
amounts of funding coming down.
01:12:24.130 --> 01:12:26.570
Maybe there's a way to
not have rate payers pay for.
01:12:26.570 --> 01:12:28.576
I mean, I think it's a good tool,
01:12:28.576 --> 01:12:31.330
but maybe there's another
funding stream for it.
01:12:31.330 --> 01:12:32.994
Certainly worth exploring.
01:12:32.994 --> 01:12:34.577
Yeah, definitely.
01:12:37.485 --> 01:12:38.318
Thanks.
01:12:41.605 --> 01:12:45.933
Great. Anything else?
01:12:45.933 --> 01:12:49.474
All right, for those-
Hi, is there a question?
01:12:49.474 --> 01:12:52.462
(indistinct talking on phone)
01:12:52.462 --> 01:12:55.175
But you
guys can also kind of pitch that
01:12:55.175 --> 01:12:56.101
and that was great.
01:12:56.101 --> 01:12:58.806
Like any kind of (indistinct)
01:12:58.806 --> 01:13:02.180
(audience laughing)
01:13:02.180 --> 01:13:03.400
All right.
01:13:03.400 --> 01:13:04.570
I think we, we're gonna break
01:13:04.570 --> 01:13:07.165
for those on the phone until 11.
01:13:07.165 --> 01:13:08.445
(laughing)
01:13:08.445 --> 01:13:11.113
So, hang on or call back at 11.
01:13:17.420 --> 01:13:18.300
Back, everybody.
01:13:18.300 --> 01:13:21.326
Welcome back on the
phone and in the room
01:13:21.326 --> 01:13:23.260
and it was nice to have a short break
01:13:23.260 --> 01:13:26.005
and reconnect with
people before we proceed,
01:13:26.005 --> 01:13:26.910
so we are on time.
01:13:26.910 --> 01:13:31.910
so I'd like to kick off the
TRM portion of today's meeting
01:13:31.927 --> 01:13:34.720
and just start with
the approval process.
01:13:34.720 --> 01:13:37.130
So the Commissions
Evaluation Measurement
01:13:37.130 --> 01:13:38.610
and Verification Contractor,
01:13:38.610 --> 01:13:40.840
which is Laura with Tetra Tech.
01:13:40.840 --> 01:13:45.210
Review the TRM at least
annually for needed updates
01:13:45.210 --> 01:13:48.023
and already we're on version 9.0.
01:13:49.167 --> 01:13:51.040
You know, we, I think
our very first version
01:13:51.040 --> 01:13:55.150
was published in 2014 after
quite a bit of work in 2013.
01:13:55.150 --> 01:13:58.910
So we've come a long way
and the TRM is greatly expanded.
01:13:58.910 --> 01:14:03.300
So, any utility or stakeholder
can request additions
01:14:03.300 --> 01:14:05.760
or modifications to the TRM
01:14:05.760 --> 01:14:07.840
as long as they provide documentation
01:14:07.840 --> 01:14:09.473
specific to the request.
01:14:10.970 --> 01:14:12.760
The second really important point
01:14:12.760 --> 01:14:15.850
is that the Commission
staff approves of TRM
01:14:15.850 --> 01:14:18.010
using the EEIP process.
01:14:18.010 --> 01:14:21.190
And why this is important
is it allows the stakeholders
01:14:21.190 --> 01:14:25.090
to weigh in on the proposed
changes and modifications.
01:14:25.090 --> 01:14:27.723
So it is an open and
transparent project.
01:14:29.000 --> 01:14:31.280
The regular TRM process,
01:14:31.280 --> 01:14:32.710
if you want to go to the next slide.
01:14:32.710 --> 01:14:34.007
Oh, you're-
01:14:34.007 --> 01:14:37.154
I'm sorry (women
talk over each other)
01:14:37.154 --> 01:14:39.304
(women laugh)
01:14:39.304 --> 01:14:40.873
okay. So the TRA,
01:14:40.873 --> 01:14:44.120
the TRM project is collaborative.
01:14:44.120 --> 01:14:48.063
Like I said, the EM&V
contractor does an annual review.
01:14:48.940 --> 01:14:50.460
There is input received
01:14:50.460 --> 01:14:53.460
from the group of
utilities called EUMMAT,
01:14:53.460 --> 01:14:57.890
which is the Electric Utilities
Marketing Managers at Texas.
01:14:57.890 --> 01:14:59.640
They make, they make updates
01:14:59.640 --> 01:15:03.500
as well as individual
utilities can propose updates
01:15:03.500 --> 01:15:05.263
along with documentation,
01:15:06.290 --> 01:15:08.690
proposed updates can come from the EEIP.
01:15:08.690 --> 01:15:11.763
It can also come from EM&V research.
01:15:13.790 --> 01:15:15.520
Is that next slide? Oh, yep.
01:15:15.520 --> 01:15:16.940
Did you want to, I'm sorry.
01:15:16.940 --> 01:15:20.240
Did you, here we go.
01:15:20.240 --> 01:15:22.066
Yes, okay. So the goal-
01:15:22.066 --> 01:15:22.899
(Presenter chuckles)
01:15:22.899 --> 01:15:25.540
The goal of the updates
is to improve the accuracy
01:15:25.540 --> 01:15:27.050
of the deemed savings measures,
01:15:27.050 --> 01:15:31.670
expand savings, opportunities
for electric customers,
01:15:31.670 --> 01:15:34.940
and to clarify the program
delivery documentation
01:15:34.940 --> 01:15:36.740
and tracking requirements.
01:15:36.740 --> 01:15:39.700
And so with that, I'd like
to turn it over to Laura.
01:15:39.700 --> 01:15:43.250
Great. Well, I get to
turn it over to Derek here,
01:15:43.250 --> 01:15:45.580
so we're very pleased to introduce Derek
01:15:45.580 --> 01:15:46.620
with Frontier Energy.
01:15:46.620 --> 01:15:49.280
Who's gonna present on behalf of EUMMAT.
01:15:49.280 --> 01:15:52.650
Should I use this or do you
wanna try and follow along?
01:15:52.650 --> 01:15:54.350
Do you want to use that?
01:15:54.350 --> 01:15:55.470
Unless we mute ourselves again.
01:15:55.470 --> 01:15:56.420
Yes, okay.
01:15:56.420 --> 01:15:57.761
I'll try to use this.
01:15:57.761 --> 01:15:59.633
All right. Let me just
get you pulled up here.
01:16:02.470 --> 01:16:03.330
Seems straightforward.
01:16:03.330 --> 01:16:06.026
There's just back
arrow and forward arrow.
01:16:06.026 --> 01:16:06.859
Mhm.
01:16:14.070 --> 01:16:15.320
All right.
01:16:15.320 --> 01:16:16.153
All right. Hi everyone.
01:16:16.153 --> 01:16:18.050
I'm Derek Newman with Frontier Energy
01:16:18.050 --> 01:16:19.607
presenting on behalf of EUMMAT.
01:16:20.820 --> 01:16:24.964
And so we're just gonna go
over a few of the key updates
01:16:24.964 --> 01:16:26.325
to this year's TRM.
01:16:26.325 --> 01:16:28.060
I'm not gonna go over,
over everything in detail.
01:16:28.060 --> 01:16:32.800
If I did, we'd be here for
too long, but, and honestly,
01:16:32.800 --> 01:16:34.500
most of you probably
aren't that interested
01:16:34.500 --> 01:16:36.990
in the details of each measure.
01:16:36.990 --> 01:16:39.680
But, I will say this year's update
01:16:39.680 --> 01:16:43.590
was a little bit more
qualitative than quantitative.
01:16:43.590 --> 01:16:46.935
Last year, we went through
pretty much every measure
01:16:46.935 --> 01:16:48.380
of the TRM, except for a few sections
01:16:48.380 --> 01:16:51.430
that I'll talk about a little bit later
01:16:51.430 --> 01:16:52.440
in the presentation today,
01:16:52.440 --> 01:16:54.550
but we went through each measure
01:16:54.550 --> 01:16:56.147
with more of a fine tooth comb last year
01:16:56.147 --> 01:16:59.530
and make sure all the
citations were current.
01:16:59.530 --> 01:17:02.406
As we were just talking about here,
01:17:02.406 --> 01:17:04.290
the TRM is getting into
the later versions now.
01:17:04.290 --> 01:17:05.900
We're already at 9.0.
01:17:05.900 --> 01:17:08.800
And even before the TRM existed,
01:17:08.800 --> 01:17:10.320
deemed savings were filed separately.
01:17:10.320 --> 01:17:13.280
And so some of these
measures were pretty old
01:17:13.280 --> 01:17:15.010
and hadn't been reviewed in some time.
01:17:15.010 --> 01:17:17.010
So that's kind of what last year's
01:17:18.317 --> 01:17:20.463
very thorough review was for.
01:17:21.707 --> 01:17:23.970
And so this year we're
trying to do a little bit more
01:17:23.970 --> 01:17:27.070
cleaning up of the, the
language around the savings.
01:17:27.070 --> 01:17:29.830
So explaining different
applications or scenarios
01:17:29.830 --> 01:17:31.500
that might be uncommon,
01:17:31.500 --> 01:17:34.323
but needed to have some
additional explanation.
01:17:35.355 --> 01:17:36.860
And so you'll see that as a theme,
01:17:36.860 --> 01:17:40.210
not as many changes to
savings values this year,
01:17:40.210 --> 01:17:41.730
as we've seen in some
of the previous years,
01:17:41.730 --> 01:17:42.680
but certainly some.
01:17:44.390 --> 01:17:46.043
Start with volume one.
01:17:47.680 --> 01:17:51.610
The, the peak methodology
is unique in Texas,
01:17:51.610 --> 01:17:53.540
very different than
it is in other states.
01:17:53.540 --> 01:17:56.170
And so we're always having to clarify
01:17:56.170 --> 01:17:57.600
certain scenarios there.
01:17:57.600 --> 01:18:00.500
One of the ones this
year is just that with the,
01:18:00.500 --> 01:18:01.333
the fact that in Texas,
01:18:01.333 --> 01:18:04.130
you can claim either
winter or summer peak,
01:18:04.130 --> 01:18:05.233
the higher of the two.
01:18:06.110 --> 01:18:09.460
We did want to just
point out that you can,
01:18:09.460 --> 01:18:12.060
you can claim either/or as long at,
01:18:12.060 --> 01:18:14.500
for a site that has multiple projects
01:18:14.500 --> 01:18:15.870
occurring at that site,
01:18:15.870 --> 01:18:17.870
but only if they have
independent operations.
01:18:17.870 --> 01:18:20.290
So I have a few
examples here on the slide.
01:18:20.290 --> 01:18:23.790
But, an example where you
would not be able to claim
01:18:23.790 --> 01:18:25.600
both winter and summer
for the same project
01:18:25.600 --> 01:18:28.940
would be an HVAC system
that also had BAS controls,
01:18:28.940 --> 01:18:33.033
because both of those
are operating in tandem.
01:18:34.290 --> 01:18:35.380
On the other hand,
01:18:35.380 --> 01:18:38.030
if you looked at something
like residential lighting.
01:18:40.200 --> 01:18:44.093
That if you did lighting and
HVAC in a residential setting,
01:18:44.992 --> 01:18:47.720
the lighting is allowed
to claim winter peak,
01:18:47.720 --> 01:18:50.230
and the HVAC would claim summer peak
01:18:50.230 --> 01:18:53.400
unless you're replacing an
electric resistance furnace.
01:18:53.400 --> 01:18:55.740
In which case you could, you
could claim the winter peak.
01:18:55.740 --> 01:18:57.620
So there's lots of variations here,
01:18:57.620 --> 01:18:59.600
but in that second example,
01:18:59.600 --> 01:19:04.443
the lighting and HVAC
equipment are separate systems.
01:19:04.443 --> 01:19:06.320
And so that can also occur
with the same measure.
01:19:06.320 --> 01:19:08.720
If you look at commercial
lighting, for example,
01:19:09.580 --> 01:19:12.120
the interior lighting
is allowed to claim
01:19:12.120 --> 01:19:13.210
summer peak savings,
01:19:13.210 --> 01:19:15.290
but the outdoor lighting
would be allowed to claim
01:19:15.290 --> 01:19:16.123
winter peak.
01:19:16.123 --> 01:19:18.630
So those are two
examples of that are detailed
01:19:18.630 --> 01:19:20.710
a little bit more in volume one.
01:19:20.710 --> 01:19:22.680
But that was a key,
01:19:22.680 --> 01:19:25.260
key thing we wanted to point out. Phil?
01:19:25.260 --> 01:19:26.970
So you may have
some measures that say,
01:19:26.970 --> 01:19:30.800
save in summertime and
others that save in wintertime.
01:19:30.800 --> 01:19:32.280
Correct.
01:19:32.280 --> 01:19:33.763
And some, that save both.
01:19:35.620 --> 01:19:37.920
If you have a measure that saves both
01:19:37.920 --> 01:19:40.470
why do you all have to
claim one or the other,
01:19:40.470 --> 01:19:41.723
why can't you claim both?
01:19:42.840 --> 01:19:46.930
Well, it's, it's not,
they're not additive.
01:19:46.930 --> 01:19:48.953
It's a savings.
01:19:48.953 --> 01:19:49.786
But there's a benefit.
01:19:49.786 --> 01:19:51.050
There's a summer and winter benefit.
01:19:51.050 --> 01:19:52.260
Right.
01:19:52.260 --> 01:19:53.940
The way that the measures
have always been reported,
01:19:53.940 --> 01:19:56.690
it's the maximum benefit that
a certain measure provides,
01:19:56.690 --> 01:19:59.370
whether that, and
initially it was just summer.
01:19:59.370 --> 01:20:02.430
Most states will have only
either summer or winter.
01:20:02.430 --> 01:20:05.610
We've had our own issues
with, with winter storms,
01:20:05.610 --> 01:20:09.545
not just this last
year, but a while back,
01:20:09.545 --> 01:20:10.686
I think back in 2012,
01:20:10.686 --> 01:20:11.670
because I think that
led to the introduction
01:20:11.670 --> 01:20:15.233
of this kind of dual peak approach and-
01:20:16.330 --> 01:20:19.820
But there is value in
measures that save both.
01:20:19.820 --> 01:20:23.230
So, so Phil, we don't
necessarily disagree,
01:20:23.230 --> 01:20:25.170
but this is really clear in the rules.
01:20:25.170 --> 01:20:26.860
So in under the current rule,
01:20:26.860 --> 01:20:29.250
there's no flexibility in that.
01:20:29.250 --> 01:20:30.923
It's very clear.
01:20:30.923 --> 01:20:32.260
It's winter or summer peak.
01:20:32.260 --> 01:20:34.760
So, if the rule ever opens,
01:20:34.760 --> 01:20:36.690
that's a great point to make,
01:20:36.690 --> 01:20:39.630
but it's not anything that EM&V team
01:20:39.630 --> 01:20:41.613
or the utilities can do anything about.
01:20:43.914 --> 01:20:46.070
And I know a number
of groups like Sierra Club
01:20:46.070 --> 01:20:48.210
have advocated for
a bigger role in part,
01:20:48.210 --> 01:20:52.100
because we want to focus
on both winter and summer.
01:20:52.100 --> 01:20:54.393
And that's, it would
be nice to clarify that.
01:20:56.270 --> 01:20:57.620
Okay.
01:20:57.620 --> 01:20:58.453
Thanks.
01:21:01.570 --> 01:21:04.590
And another thing I
wanted to just point out
01:21:04.590 --> 01:21:06.660
this isn't so much an update to the TRM.
01:21:06.660 --> 01:21:08.630
Although we did add a few citations,
01:21:08.630 --> 01:21:11.620
pointing people to the
Texas Efficiency website,
01:21:11.620 --> 01:21:13.560
It's a website
maintained by the utilities.
01:21:13.560 --> 01:21:16.110
So there are several
things that have been built
01:21:16.110 --> 01:21:20.160
into the TRM that if
implementers, for example,
01:21:20.160 --> 01:21:23.882
may want to extract and
put into database form,
01:21:23.882 --> 01:21:25.922
that could be a little bit difficult.
01:21:25.922 --> 01:21:26.840
You had to reproduce
some of those tables.
01:21:26.840 --> 01:21:29.450
So a lot of those things are
now being made available
01:21:29.450 --> 01:21:31.393
on the Texas Efficiency website.
01:21:32.780 --> 01:21:35.480
The example I have here
relating to peak methodology
01:21:35.480 --> 01:21:37.320
is in the TRM.
01:21:37.320 --> 01:21:40.663
We have a list of the
highest probability peak hours,
01:21:41.633 --> 01:21:43.480
and we have temperature
associated with those hours,
01:21:43.480 --> 01:21:46.240
but there are lots of
additional data points available
01:21:46.240 --> 01:21:47.810
in these TMY weather files.
01:21:47.810 --> 01:21:50.760
So all of those files for
all five of the climate zones
01:21:50.760 --> 01:21:53.200
will be available on Texas Efficiency,
01:21:53.200 --> 01:21:55.170
as well as a climate zone mapping,
01:21:55.170 --> 01:22:00.170
mapping each county to
it's relative climate zone,
01:22:00.490 --> 01:22:03.900
an EOL spreadsheet just
to point out year to year,
01:22:03.900 --> 01:22:07.073
what's changed from one
version of the TRM to the next,
01:22:08.190 --> 01:22:10.240
the Lighting Survey
Form Fixture Code listing,
01:22:10.240 --> 01:22:12.270
which is the primary
tabulator that's used.
01:22:12.270 --> 01:22:14.950
Although other calculators are available
01:22:14.950 --> 01:22:17.563
for specific utilities.
01:22:17.563 --> 01:22:18.750
But these fixture codes form
01:22:18.750 --> 01:22:20.350
what we call a Standard Wattage Table.
01:22:20.350 --> 01:22:21.810
I'll talk a little bit more about that
01:22:21.810 --> 01:22:24.372
when we get to commercial lighting.
01:22:24.372 --> 01:22:25.205
And this is not a change,
01:22:25.205 --> 01:22:26.750
but I just also wanted
to remind everyone
01:22:26.750 --> 01:22:29.010
that the residential HVAC tables,
01:22:29.010 --> 01:22:32.310
which make up probably
over half of volume two
01:22:32.310 --> 01:22:35.200
in terms of volume or size,
01:22:35.200 --> 01:22:38.580
those tables are also available
in a Excel spreadsheet form
01:22:38.580 --> 01:22:39.683
on Texas Efficiency.
01:22:44.380 --> 01:22:47.550
So moving on to volumes two and three,
01:22:47.550 --> 01:22:50.020
there were some high-level changes
01:22:50.020 --> 01:22:52.060
that were consistent across both.
01:22:52.060 --> 01:22:53.100
So I'll touch on those here
01:22:53.100 --> 01:22:55.250
rather than for each individual measure
01:22:55.250 --> 01:22:56.910
and consistently be repeating myself.
01:22:56.910 --> 01:23:01.143
But, we did a review of all of the,
01:23:02.120 --> 01:23:04.750
this was kind of following
up on last year's update
01:23:04.750 --> 01:23:07.940
where we reviewed all the
various aspects of each measure,
01:23:07.940 --> 01:23:09.500
including measure life.
01:23:09.500 --> 01:23:13.180
And for those, we have
quite a few measures,
01:23:13.180 --> 01:23:14.930
maybe about a third of
the measures in the TRM,
01:23:14.930 --> 01:23:18.000
refer to the database of
Energy Efficiency Resources,
01:23:18.000 --> 01:23:20.530
or DEER, for that value.
01:23:20.530 --> 01:23:22.570
And they've kind of
consolidated all their reports
01:23:22.570 --> 01:23:26.700
into this software called
the READI or READI tool.
01:23:26.700 --> 01:23:29.770
And so we verified all of those values
01:23:29.770 --> 01:23:33.440
against the latest and
greatest that exists in that report.
01:23:33.440 --> 01:23:36.560
And then on the RUL side.
01:23:36.560 --> 01:23:39.420
So for measures that have
an early retirement baseline
01:23:39.420 --> 01:23:40.950
where you're replacing the equipment
01:23:40.950 --> 01:23:43.660
before the end of its natural life,
01:23:43.660 --> 01:23:47.340
we have these tables that
associate the age of the equipment
01:23:47.340 --> 01:23:49.825
with how many expected
years that equipment
01:23:49.825 --> 01:23:52.950
would be expected to continue operating.
01:23:52.950 --> 01:23:57.250
And, but you're only
eligible to use those tables
01:23:57.250 --> 01:23:58.990
for equipment that was installed
01:23:58.990 --> 01:24:00.890
after the current code existed.
01:24:00.890 --> 01:24:03.040
And so we have some
formatting on each of these tables
01:24:03.040 --> 01:24:04.290
that has to be incremented annually,
01:24:04.290 --> 01:24:08.080
just to kind of clarify
which years are eligible.
01:24:08.080 --> 01:24:10.760
And this will be an update
that will happen consistently,
01:24:10.760 --> 01:24:13.200
but still something to pay attention to.
01:24:13.200 --> 01:24:14.033
We do,
01:24:15.090 --> 01:24:17.310
you might be wondering
why we don't just get rid
01:24:17.310 --> 01:24:20.790
of the values for the
years that are not eligible.
01:24:20.790 --> 01:24:22.350
We try to maintain those
01:24:22.350 --> 01:24:26.130
because at some point the
code or standard will change
01:24:26.130 --> 01:24:27.110
and we don't want to have to go back
01:24:27.110 --> 01:24:28.310
and recreate those values.
01:24:28.310 --> 01:24:29.710
So they are still listed.
01:24:29.710 --> 01:24:32.260
They're just made ineligible
01:24:32.260 --> 01:24:34.110
through some formatting on the table.
01:24:37.180 --> 01:24:38.480
Okay.
01:24:38.480 --> 01:24:39.543
Residential lighting.
01:24:40.700 --> 01:24:42.170
So volume two in general,
01:24:42.170 --> 01:24:45.310
the residential volume went
through quite a bit of changes
01:24:45.310 --> 01:24:48.810
last year in part due to the EM&V teams
01:24:48.810 --> 01:24:50.070
consumption analysis.
01:24:50.070 --> 01:24:54.603
This year, volume two
didn't have as many changes,
01:24:54.603 --> 01:24:56.560
the kind of higher impact changes
01:24:56.560 --> 01:24:58.960
happened on the commercial
volume, volume three.
01:25:00.103 --> 01:25:05.103
So, and for this measure,
the lighting measure,
01:25:05.990 --> 01:25:09.570
the only changes were to the measure is,
01:25:09.570 --> 01:25:12.100
has always been focused around screw-in
01:25:12.100 --> 01:25:15.370
or plug-in lamps, LED lamps.
01:25:15.370 --> 01:25:17.900
And we just clarified that the
methodology can also apply
01:25:17.900 --> 01:25:19.690
to integrated LED fixtures,
01:25:19.690 --> 01:25:22.460
something you see more
on the new construction side
01:25:23.370 --> 01:25:25.080
and some new construction programs
01:25:25.080 --> 01:25:28.770
use the prescriptive savings
from these individual measures.
01:25:28.770 --> 01:25:31.610
So that clarification was made.
01:25:31.610 --> 01:25:34.400
And then also, Laura mentioned
the focus on midstream,
01:25:34.400 --> 01:25:36.520
especially in light of the pandemic.
01:25:36.520 --> 01:25:40.270
So there were some confusing changes.
01:25:40.270 --> 01:25:42.090
I think it's fair to say.
01:25:42.090 --> 01:25:46.040
Related to midstream lighting last year,
01:25:46.040 --> 01:25:51.040
we attempted to kind of
improve the implementation
01:25:53.210 --> 01:25:55.160
or streamline the implementation
01:25:55.160 --> 01:25:56.860
between the residential
and commercial measure.
01:25:56.860 --> 01:25:59.920
When you do midstream for certain lamps,
01:25:59.920 --> 01:26:03.202
you split your savings between
residential and commercial.
01:26:03.202 --> 01:26:05.100
Cause you're not certain
where that that lamp
01:26:05.100 --> 01:26:06.470
is being installed.
01:26:06.470 --> 01:26:09.310
And that methodology is
discussed in detail in TRM,
01:26:09.310 --> 01:26:14.310
but the attempts to streamline
that implementation last year
01:26:15.260 --> 01:26:16.093
was incomplete.
01:26:16.093 --> 01:26:19.030
So we, Tetra Tech issued a guidance memo
01:26:19.030 --> 01:26:21.853
kind of reverting back to
the TRM 7.0 methodology.
01:26:22.880 --> 01:26:27.880
And this year, we didn't change anything
01:26:27.960 --> 01:26:29.660
relative to how the
measures implemented,
01:26:29.660 --> 01:26:31.860
but we just removed
some of that language
01:26:31.860 --> 01:26:33.430
that had been added last year
01:26:33.430 --> 01:26:38.210
to align with Tetra Tech's
guidance and that EM&V memo.
01:26:38.210 --> 01:26:42.120
There are some more
changes related to midstream,
01:26:42.120 --> 01:26:42.970
but that's,
01:26:42.970 --> 01:26:45.533
I'll talk about that when we
get to the commercial slide.
01:26:48.830 --> 01:26:49.663
All right.
01:26:51.504 --> 01:26:53.623
So for HVAC there,
01:26:54.560 --> 01:26:56.260
I probably won't touch
on some of these things.
01:26:56.260 --> 01:26:58.680
If it's just a unit correction,
those are important.
01:26:58.680 --> 01:27:01.140
But I would just point out
01:27:01.140 --> 01:27:03.780
that when there are things like this,
01:27:03.780 --> 01:27:06.820
unit corrections that have a impact
01:27:06.820 --> 01:27:07.870
on the savings calculation,
01:27:07.870 --> 01:27:12.010
just because it's being
updated in the TRM now
01:27:12.010 --> 01:27:13.870
doesn't mean that the
savings were wrong last year.
01:27:13.870 --> 01:27:17.380
In most cases, these
things are found early on
01:27:17.380 --> 01:27:20.270
when utilities are
updating their databases
01:27:20.270 --> 01:27:21.820
and deemed savings calculations
01:27:23.042 --> 01:27:24.430
and they're corrected in real time,
01:27:24.430 --> 01:27:27.860
but those things are not
worth issuing a new version
01:27:27.860 --> 01:27:29.018
to the TRM.
01:27:29.018 --> 01:27:31.730
So we flag those things for
the next year's TRM updates.
01:27:31.730 --> 01:27:34.210
So whenever you see
things like unit correction,
01:27:34.210 --> 01:27:37.650
that's just kind of some of
that, those housekeeping items.
01:27:37.650 --> 01:27:41.633
And, for central AC and heat pumps,
01:27:42.530 --> 01:27:46.420
we've seen a growing
issue more so with mini splits
01:27:46.420 --> 01:27:50.044
and you see here on the
slide that the same updates
01:27:50.044 --> 01:27:51.733
were made to the mini-split measure,
01:27:51.733 --> 01:27:52.566
but we're seeing a growing issue
01:27:52.566 --> 01:27:54.510
where you have high seer systems
01:27:54.510 --> 01:27:56.640
or high part load efficiency systems
01:27:56.640 --> 01:28:00.380
that affect the energy savings
calculation from the TRM,
01:28:00.380 --> 01:28:04.247
but they have EER or
full load efficiency ratings
01:28:05.640 --> 01:28:07.150
that are not compliant
01:28:07.150 --> 01:28:10.293
with the minimum efficiency
requirements from the TRM.
01:28:11.474 --> 01:28:16.070
And there is no EER code requirement.
01:28:16.070 --> 01:28:19.510
So, we did decide to go
ahead and update the eligibility
01:28:19.510 --> 01:28:22.600
to say that if the system did
not meet the TRM guidance
01:28:22.600 --> 01:28:23.980
for the minimum EER,
01:28:23.980 --> 01:28:26.070
that that would not make
that system ineligible
01:28:26.070 --> 01:28:27.170
to claim savings.
01:28:27.170 --> 01:28:31.700
It just means that you're only
able to claim energy savings,
01:28:31.700 --> 01:28:35.290
be it cooling or heating
and winter demand savings,
01:28:35.290 --> 01:28:39.290
but you would not be eligible to
claim summer demand savings
01:28:39.290 --> 01:28:43.063
unless it meets that minimum
EER thresholds from the TRM.
01:28:45.130 --> 01:28:47.630
And the other clarification.
01:28:47.630 --> 01:28:51.280
So when you look at the HVAC tables,
01:28:51.280 --> 01:28:53.690
I mentioned that there's
a large number of them,
01:28:53.690 --> 01:28:57.640
but they're specified
based on the capacity
01:28:57.640 --> 01:29:01.230
of the system and the
efficiency of the system.
01:29:01.230 --> 01:29:05.970
And so, the capacity
we've gotten the question
01:29:05.970 --> 01:29:06.930
over the years about whether
01:29:06.930 --> 01:29:09.150
or not you're supposed
to use cooling capacity
01:29:09.150 --> 01:29:09.983
for the cooling savings
01:29:09.983 --> 01:29:12.170
and heating capacity
for the heating savings.
01:29:12.170 --> 01:29:13.720
But, we did clarify
01:29:13.720 --> 01:29:16.363
that you were supposed
to use the cooling capacity
01:29:16.363 --> 01:29:17.990
for all of the savings,
01:29:17.990 --> 01:29:20.300
that adjustment for the
difference between cooling
01:29:20.300 --> 01:29:22.350
and heating capacity already takes place
01:29:22.350 --> 01:29:25.163
within the deemed savings derivation.
01:29:29.760 --> 01:29:31.450
We also have a,
01:29:31.450 --> 01:29:35.713
a large capacity HVAC
measure that applies to measures
01:29:35.713 --> 01:29:39.903
in systems that are sized regular
01:29:39.903 --> 01:29:41.810
than what you'd normally
find in a typical home.
01:29:41.810 --> 01:29:44.890
So this is like 5.4 to up to 20 tons,
01:29:44.890 --> 01:29:47.090
probably not finding
something that often
01:29:47.090 --> 01:29:48.230
near the 20 ton value,
01:29:48.230 --> 01:29:51.120
but we added, this measure applies
01:29:51.120 --> 01:29:52.930
to both standard AC and heat pump,
01:29:52.930 --> 01:29:55.435
but also to ground source heat pumps.
01:29:55.435 --> 01:29:57.120
So we added some coincidence factors
01:29:57.120 --> 01:30:00.860
to kind of allow that measure
to apply for ground source.
01:30:00.860 --> 01:30:03.530
And then another
kind of unique situation
01:30:03.530 --> 01:30:05.710
that came up with room ACs.
01:30:05.710 --> 01:30:07.120
We were finding some systems
01:30:07.120 --> 01:30:10.780
that were on the Energy
Star qualified product listing,
01:30:10.780 --> 01:30:12.040
but did not seem to comply
01:30:12.040 --> 01:30:14.380
with the minimum efficiency requirements
01:30:14.380 --> 01:30:17.760
on Energy Star's spec
and also in the TRM.
01:30:17.760 --> 01:30:19.340
And come to find out
01:30:19.340 --> 01:30:21.530
it was because there are certain systems
01:30:21.530 --> 01:30:23.840
that have what they call
connected functionality,
01:30:23.840 --> 01:30:26.740
means they're tested for
demand response capabilities.
01:30:26.740 --> 01:30:29.890
And if those systems have
been tested in that way,
01:30:29.890 --> 01:30:33.770
they receive a 5% credit to
their Energy Star qualification.
01:30:33.770 --> 01:30:36.360
So we added that additional tier
01:30:36.360 --> 01:30:38.260
so that those units would be eligible.
01:30:40.210 --> 01:30:44.110
And in the TRM, we like
to focus mostly on savings,
01:30:44.110 --> 01:30:46.500
but we do occasionally get involved in,
01:30:46.500 --> 01:30:47.970
in further implementation guidance,
01:30:47.970 --> 01:30:52.180
especially if it's consistent
for all applications
01:30:52.180 --> 01:30:53.013
of that measure.
01:30:53.013 --> 01:30:55.880
So for connected
thermostats, smart thermostats,
01:30:55.880 --> 01:30:58.080
we did just add some guidance
01:30:58.080 --> 01:31:01.550
instructing against the use
of emergency heat settings
01:31:01.550 --> 01:31:03.110
when installing a smart thermostat
01:31:03.110 --> 01:31:04.920
in combination with a heat pump.
01:31:04.920 --> 01:31:09.920
That's just to avoid additional
heating consumption in,
01:31:11.850 --> 01:31:14.650
against the way that the
system was designed to be used.
01:31:17.780 --> 01:31:20.470
All right, so the envelope measures.
01:31:20.470 --> 01:31:22.140
Ceiling installation was
one of the measures
01:31:22.140 --> 01:31:25.193
that was most effected
by last year's update.
01:31:26.610 --> 01:31:29.230
As part of the EM&V
team's consumption analysis,
01:31:29.230 --> 01:31:31.850
they found that the TRM savings
01:31:31.850 --> 01:31:36.230
did not align with what
they were seeing in the field
01:31:36.230 --> 01:31:38.840
for some of the lower R-value homes.
01:31:38.840 --> 01:31:41.970
And so, for those
familiar with this measure,
01:31:41.970 --> 01:31:45.130
savings are specified for different bins
01:31:45.130 --> 01:31:46.523
of starting R-value.
01:31:47.543 --> 01:31:50.240
And we removed, in last year's update,
01:31:50.240 --> 01:31:55.100
we removed the R0
and R1 to four categories,
01:31:55.100 --> 01:31:57.060
and that meant that the
lowest available baseline
01:31:57.060 --> 01:31:58.693
was R5 and up.
01:32:00.473 --> 01:32:03.270
And so it had a little bit of
an unintended consequence
01:32:03.270 --> 01:32:07.400
where we saw a pretty
dramatic decrease in participation
01:32:07.400 --> 01:32:11.120
among those homes that had
the lowest insulation values,
01:32:11.120 --> 01:32:15.630
in part that's because
contractors were finding it difficult
01:32:15.630 --> 01:32:20.370
to compensate themselves
for the increased material
01:32:20.370 --> 01:32:23.750
that they would need
to insulate those homes.
01:32:23.750 --> 01:32:28.470
So, because there's
a little bit of a quirk
01:32:28.470 --> 01:32:31.050
with the way that the savings
are modeled for the TRM,
01:32:31.050 --> 01:32:33.800
the lowest category is R5 to R8
01:32:33.800 --> 01:32:36.320
and those savings are
modeled based on the midpoint
01:32:36.320 --> 01:32:37.787
of that range, so R6.5
01:32:38.800 --> 01:32:39.943
So since,
01:32:41.810 --> 01:32:44.150
it is still consistent
with the EM&V findings
01:32:44.150 --> 01:32:48.220
to go down to R5, we
established a new lower tier again,
01:32:48.220 --> 01:32:50.383
to apply to anything less than R5.
01:32:51.572 --> 01:32:53.090
Then it would be based
on that R5 set point
01:32:53.090 --> 01:32:54.960
and therefore still be consistent
01:32:54.960 --> 01:32:57.470
with the consumption analysis findings.
01:32:57.470 --> 01:33:00.060
So that was added back.
It was also extended.
01:33:00.060 --> 01:33:01.300
That same change was extended
01:33:01.300 --> 01:33:03.510
to the Attic Encapsulation Measure.
01:33:03.510 --> 01:33:06.570
And I'll skip forward
briefly and just say, also,
01:33:06.570 --> 01:33:09.703
it will be extended to
the Cool Roofs Measure.
01:33:09.703 --> 01:33:11.160
(indistinct talking in background)
01:33:11.160 --> 01:33:13.710
The cool, we don't always
associate the Cool Roof Measure
01:33:13.710 --> 01:33:16.470
with the installation measures,
01:33:16.470 --> 01:33:18.800
but it does have that same dynamic
01:33:18.800 --> 01:33:21.600
where the savings vary
based on starting R-value.
01:33:21.600 --> 01:33:24.150
And so that change is
in progress right now.
01:33:24.150 --> 01:33:26.470
That's why I have it listed as pending,
01:33:26.470 --> 01:33:28.720
but that will be a part of the,
01:33:28.720 --> 01:33:31.930
the volumes that are
distributed after EEIP.
01:33:31.930 --> 01:33:34.340
Can you say, I'm sorry,
can you say one more time?
01:33:34.340 --> 01:33:39.310
So you're putting back the
potential of starting at an R1,
01:33:39.310 --> 01:33:40.170
is that what you're doing?
01:33:40.170 --> 01:33:44.490
So what we found
is that when these sections
01:33:44.490 --> 01:33:45.883
were removed from the TRM,
01:33:47.830 --> 01:33:50.120
a lot of times contractors
were avoiding those,
01:33:50.120 --> 01:33:51.750
those homes entirely in part,
01:33:51.750 --> 01:33:53.690
because the savings were no longer.
01:33:53.690 --> 01:33:55.596
They weren't getting
credit, so they weren't-
01:33:55.596 --> 01:33:57.230
Yeah, so they
weren't gonna do it.
01:33:57.230 --> 01:33:59.290
And we did not go back
01:33:59.290 --> 01:34:01.550
and put the savings
that were there before,
01:34:01.550 --> 01:34:03.893
because Tetra Tech's findings,
01:34:04.733 --> 01:34:07.240
that's part of their consumption
analysis for those savings
01:34:07.240 --> 01:34:09.610
were not consistent with what
they were seeing in the field.
01:34:09.610 --> 01:34:13.403
But, because that lowest
range from last year's TRM
01:34:14.430 --> 01:34:17.141
was based on an R6.5,
01:34:17.141 --> 01:34:19.210
We were able to create a new lower tier
01:34:19.210 --> 01:34:20.600
that was higher than what the tiers
01:34:20.600 --> 01:34:21.820
that we had removed previously,
01:34:21.820 --> 01:34:24.520
but still offered an
incremental improvement
01:34:24.520 --> 01:34:26.220
so that utilities can,
01:34:26.220 --> 01:34:28.570
the incentive rates are at
the discretion of the utilities,
01:34:28.570 --> 01:34:32.530
but it may allow them to
offer a slightly higher incentive
01:34:32.530 --> 01:34:34.890
for those lower
categories and try to help,
01:34:34.890 --> 01:34:37.970
help get those homes that
need the insulation the most
01:34:37.970 --> 01:34:40.640
so the, by participants in the program.
01:34:40.640 --> 01:34:41.473
Yeah, that seems
like a good change.
01:34:41.473 --> 01:34:42.474
Yeah.
01:34:42.474 --> 01:34:43.307
(chuckles)
01:34:43.307 --> 01:34:44.757
Hopefully it has that effect.
01:34:45.890 --> 01:34:49.310
And then I think this is
the only new measure
01:34:49.310 --> 01:34:51.630
on the residential side, but we added a,
01:34:51.630 --> 01:34:53.700
a measure for Low-E storm windows.
01:34:53.700 --> 01:34:55.170
These are not window replacements,
01:34:55.170 --> 01:34:59.430
they're added as attachments
to existing windows,
01:34:59.430 --> 01:35:01.900
but that's a new measure
that will be available
01:35:01.900 --> 01:35:02.763
for next year.
01:35:06.490 --> 01:35:07.723
Domestic hot water.
01:35:09.740 --> 01:35:12.300
So, I'll call this out for
heat pump water heaters,
01:35:12.300 --> 01:35:15.720
but it really applies to
any measure in the TRM.
01:35:15.720 --> 01:35:16.553
If there,
01:35:16.553 --> 01:35:18.740
if a measure does not have
an early retirement baseline,
01:35:18.740 --> 01:35:22.180
it does not mean that
you're not eligible to apply
01:35:22.180 --> 01:35:23.950
the deemed savings methodologies
01:35:23.950 --> 01:35:26.760
when you're replacing
equipment that has not yet failed.
01:35:26.760 --> 01:35:27.820
So we just clarified here
01:35:27.820 --> 01:35:30.770
that when an early
retirement baseline does exist,
01:35:30.770 --> 01:35:33.347
you're allowed to use the
replace on burnout savings.
01:35:33.347 --> 01:35:34.550
And that definitely applies
01:35:34.550 --> 01:35:36.170
specifically to heat pump water heaters,
01:35:36.170 --> 01:35:37.920
but also any other measure
01:35:37.920 --> 01:35:41.020
that may not have an
early retirement baseline.
01:35:41.020 --> 01:35:42.540
And then also pretty straightforward
01:35:42.540 --> 01:35:47.260
for these two showerhead
temperature sensitive replacement,
01:35:47.260 --> 01:35:48.210
restrictor valves.
01:35:48.210 --> 01:35:50.060
That's what TSRV, I think stands for.
01:35:51.440 --> 01:35:56.440
We, the utilities were not
implementing this measure
01:35:57.100 --> 01:35:58.010
to claim gas savings.
01:35:58.010 --> 01:36:00.320
We don't include gas savings in the TRM,
01:36:01.207 --> 01:36:02.920
but there was just an oversight
01:36:02.920 --> 01:36:03.940
in terms of the language here.
01:36:03.940 --> 01:36:06.160
So we went back and
restricted this measure
01:36:06.160 --> 01:36:07.900
to only homes, or yeah,
01:36:07.900 --> 01:36:10.113
only to homes with electric hot water.
01:36:14.720 --> 01:36:17.603
All right. Appliances
updates were pretty minor.
01:36:19.020 --> 01:36:20.330
Updated the Clothes Washer Measure
01:36:20.330 --> 01:36:22.810
to align with the current
Energy Star calculator.
01:36:22.810 --> 01:36:26.830
We are always, we have
several measures that are labeled
01:36:26.830 --> 01:36:28.010
as Energy Star measures.
01:36:28.010 --> 01:36:30.920
So we're always monitoring
the Energy Star specifications
01:36:30.920 --> 01:36:32.130
and the calculators,
01:36:32.130 --> 01:36:34.260
usually when it
makes it a little difficult,
01:36:34.260 --> 01:36:37.370
because usually when a
specification is updated,
01:36:37.370 --> 01:36:42.170
the calculator updates
follow a year or so later.
01:36:42.170 --> 01:36:44.340
So I'm always monitoring those.
01:36:44.340 --> 01:36:47.240
And there was a change made
for clothes washers this year.
01:36:48.091 --> 01:36:51.000
A couple more unit
corrections on pool pumps
01:36:51.000 --> 01:36:53.210
and refrigerator recycling.
01:36:53.210 --> 01:36:55.253
And then for advanced power strips,
01:36:57.000 --> 01:36:59.300
as part of last year's
comprehensive update,
01:36:59.300 --> 01:37:00.580
one of the things we were trying to do
01:37:00.580 --> 01:37:03.730
is make sure that all of
the measures in the TRM
01:37:03.730 --> 01:37:06.250
were consistent with the
current peak definition,
01:37:06.250 --> 01:37:07.570
and this was one of the stragglers.
01:37:07.570 --> 01:37:12.450
And so we went ahead and
updated some of those values
01:37:12.450 --> 01:37:14.980
that had a minor effect
on the winter demand
01:37:14.980 --> 01:37:16.713
for advanced power strips.
01:37:19.690 --> 01:37:21.973
All right. That's it for residential.
01:37:22.920 --> 01:37:26.840
Transitioning into the
commercial volume lighting
01:37:26.840 --> 01:37:29.400
is a measure that receives
a high focus every year,
01:37:29.400 --> 01:37:31.993
delivers a lot of savings
to the utility programs.
01:37:34.550 --> 01:37:37.540
The Standard Wattage
Table that I mentioned before
01:37:37.540 --> 01:37:42.200
underwent, this is a
listing of fixture codes
01:37:42.200 --> 01:37:44.610
that relate to a certain type of fixture
01:37:44.610 --> 01:37:46.430
that that may be a baseline fixture,
01:37:46.430 --> 01:37:49.410
something that's being taken
out or an efficiency measure,
01:37:49.410 --> 01:37:52.310
something that typically
an LED that's being installed.
01:37:52.310 --> 01:37:56.660
And so we associate different
configurations with deemed
01:37:56.660 --> 01:37:58.530
or assumed wattage.
01:37:58.530 --> 01:38:02.380
And so I mentioned
that a lot of the utilities
01:38:02.380 --> 01:38:06.063
utilize the same calculator,
but for those that don't,
01:38:08.603 --> 01:38:11.820
and really just for any anyone
who wants to quickly access
01:38:11.820 --> 01:38:14.850
and understand what
wattage's may be associated
01:38:14.850 --> 01:38:16.660
with these different fixture types.
01:38:16.660 --> 01:38:18.750
We made this table available
01:38:18.750 --> 01:38:20.443
on the Texas Efficiency website.
01:38:23.560 --> 01:38:28.513
And the DLC, for commercial
a lot of the products
01:38:29.730 --> 01:38:34.730
are there, energy performance
is verified by a group
01:38:35.530 --> 01:38:38.870
called VLC Design Lights Consortium,
01:38:38.870 --> 01:38:41.640
and they're in the process
of updating their QPL,
01:38:41.640 --> 01:38:43.410
their Qualified Product Listing.
01:38:43.410 --> 01:38:47.640
And so we just add guidance
about several unique scenarios
01:38:47.640 --> 01:38:52.390
that may be affected by these
frequent changes to these,
01:38:52.390 --> 01:38:53.390
these types of QPLs.
01:38:54.250 --> 01:38:57.270
One may be the products
are listed at one point in time
01:38:57.270 --> 01:38:59.940
when a project may be starting,
01:38:59.940 --> 01:39:02.030
and whenever they're
going through the design
01:39:02.030 --> 01:39:05.380
of that project, only
to be D-listed later.
01:39:05.380 --> 01:39:07.600
So guidance about how to handle that.
01:39:07.600 --> 01:39:09.940
Model numbers that
might have slight variances
01:39:09.940 --> 01:39:12.853
that don't affect the
performance of the fixture,
01:39:14.092 --> 01:39:16.660
and also fixtures that
may be tested and qualified
01:39:16.660 --> 01:39:17.493
for one lane,
01:39:17.493 --> 01:39:21.360
but may also be available in
other incremented the length.
01:39:21.360 --> 01:39:24.743
So just providing guidance
for those scenarios.
01:39:27.362 --> 01:39:30.230
And one thing that we
did not address in the TRM,
01:39:30.230 --> 01:39:32.970
but I will touch on it
cause it fits this category.
01:39:32.970 --> 01:39:35.950
Tetra Tech released a
guidance memo recently
01:39:35.950 --> 01:39:38.970
because the DLCQPL in particular
01:39:38.970 --> 01:39:40.130
is in the process of being updated.
01:39:40.130 --> 01:39:43.670
They have a scenario right
now where there's differences
01:39:43.670 --> 01:39:45.670
between parent and child products.
01:39:45.670 --> 01:39:50.020
So the parent products have tested,
01:39:50.020 --> 01:39:52.900
both reported and tested
wattage's listed currently,
01:39:52.900 --> 01:39:55.890
but the child products only
have the reported values.
01:39:55.890 --> 01:39:57.183
So in the meantime,
01:39:58.171 --> 01:39:59.770
if we have any contractors
on the phone that aren't,
01:39:59.770 --> 01:40:01.070
aren't certain about this,
01:40:02.650 --> 01:40:04.830
you can use the reported values
01:40:04.830 --> 01:40:09.623
until the DLC finishes
updating their QPL.
01:40:13.400 --> 01:40:17.060
These last things were
just adding citations
01:40:17.060 --> 01:40:20.190
and making some
clarifications on the table.
01:40:20.190 --> 01:40:21.050
Excuse me, Derek?
01:40:21.050 --> 01:40:22.480
Yes.
01:40:22.480 --> 01:40:24.860
The guidance on the
model number variations
01:40:24.860 --> 01:40:27.410
for lighting, I could
see that being useful
01:40:27.410 --> 01:40:30.280
for other similar sort of scenarios,
01:40:30.280 --> 01:40:32.640
is the guidance there sort of applicable
01:40:32.640 --> 01:40:36.270
to other measures that have
variances in the model numbers
01:40:36.270 --> 01:40:38.840
where, you know, nine tenths
of the model numbers the same,
01:40:38.840 --> 01:40:41.573
but there's some suffix
that's a G instead of an H.
01:40:43.180 --> 01:40:44.060
Probably, yes.
01:40:44.060 --> 01:40:45.640
But it would be
difficult to say for sure,
01:40:45.640 --> 01:40:47.693
unless we knew the specific scenario.
01:40:48.620 --> 01:40:50.230
I would, I would think that
01:40:52.440 --> 01:40:53.980
the decision would be the same
01:40:53.980 --> 01:40:55.430
if presented with that type of scenario,
01:40:55.430 --> 01:40:57.530
this is just the one
that we see more often,
01:40:57.530 --> 01:40:59.690
because it's the measure
that receives the highest focus.
01:40:59.690 --> 01:41:04.020
But, I would just say reach
out to EUMMAT or Tetra Tech
01:41:04.020 --> 01:41:06.870
and just find out for sure
if that's, if that's the case,
01:41:06.870 --> 01:41:08.370
we'll get something in writing.
01:41:08.370 --> 01:41:10.720
And also, just whenever
there's things like this
01:41:10.720 --> 01:41:14.550
that come up, especially
among implementation,
01:41:14.550 --> 01:41:17.637
it's something that's somewhat
separate from the TRM
01:41:17.637 --> 01:41:19.780
and we don't always
understand how these measures
01:41:19.780 --> 01:41:21.590
are gonna be applied in the field.
01:41:21.590 --> 01:41:24.120
So get that feedback
is very valuable to us
01:41:24.120 --> 01:41:27.100
and we can flag those
things and get them clarified.
01:41:27.100 --> 01:41:28.530
So you don't even have
to worry about asking.
01:41:28.530 --> 01:41:31.520
It's written in the TRM
and you can can point to it
01:41:31.520 --> 01:41:32.620
at the end of the day, so.
01:41:32.620 --> 01:41:33.523
Perfect. Thanks.
01:41:35.640 --> 01:41:36.964
All right.
01:41:36.964 --> 01:41:39.320
So the last thing with
commercial lighting,
01:41:39.320 --> 01:41:43.340
I mentioned that there's
some interactive effects
01:41:43.340 --> 01:41:46.880
between residential and
commercial for midstream,
01:41:46.880 --> 01:41:51.060
especially for the lower wattage lamps,
01:41:51.060 --> 01:41:53.610
lamps with an equivalent
wattage less than a hundred Watts
01:41:53.610 --> 01:41:58.150
that are more often seen
in residential applications,
01:41:58.150 --> 01:42:01.920
but may sometimes get
installed in commercial facilities.
01:42:01.920 --> 01:42:06.520
So we, but in general,
01:42:06.520 --> 01:42:08.780
the update to the commercial
measure's the same
01:42:08.780 --> 01:42:10.380
as for the residential, we went,
01:42:11.580 --> 01:42:15.460
we attempted to make some streamlined,
01:42:15.460 --> 01:42:17.170
some changes to
streamlined implementation
01:42:17.170 --> 01:42:18.700
in last year's update
01:42:18.700 --> 01:42:21.160
that ended up being
reverted back to TRM 7.0
01:42:21.160 --> 01:42:24.660
as part of last year's
Tetra Tech guidance memo,
01:42:24.660 --> 01:42:27.810
but, there are some
changes in this year's update.
01:42:27.810 --> 01:42:31.140
One, is we had a specific baseline
01:42:32.210 --> 01:42:35.180
previously specified for
reflector and directional lamps.
01:42:35.180 --> 01:42:37.060
That's being replaced by guidance
01:42:37.060 --> 01:42:41.490
just to refer to the whatever
qualified product listing
01:42:41.490 --> 01:42:45.313
you use for product, refer
to that equivalent wattage.
01:42:46.695 --> 01:42:49.404
And that, it just kind of
eliminates a few steps
01:42:49.404 --> 01:42:51.950
that were involved in the older process.
01:42:51.950 --> 01:42:56.390
We also consolidated a
few categories of lamp type
01:42:56.390 --> 01:42:59.280
to just have fewer options
to make it a little bit easier
01:42:59.280 --> 01:43:01.610
to map those to the right savings.
01:43:01.610 --> 01:43:05.980
And there was an operating
hours update to outdoor lighting
01:43:05.980 --> 01:43:09.270
that had happened in the main
table for the deemed savings
01:43:09.270 --> 01:43:13.190
that had not been extended
to the midstream values yet.
01:43:13.190 --> 01:43:14.690
So that change was made there.
01:43:16.880 --> 01:43:18.223
For lighting controls,
01:43:20.090 --> 01:43:21.840
we just added language to make it clear
01:43:21.840 --> 01:43:25.215
that the control savings
were not applicable
01:43:25.215 --> 01:43:29.040
in to new construction scenarios
where occupancy sensors
01:43:29.040 --> 01:43:31.090
are already required by code,
01:43:31.090 --> 01:43:33.670
but that you could claim savings
for the incremental savings
01:43:33.670 --> 01:43:38.490
between occupancy sensors
and perhaps another control type
01:43:38.490 --> 01:43:41.350
that has a deemed savings factor.
01:43:41.350 --> 01:43:43.680
That's exceeds that of
an occupancy sensor.
01:43:43.680 --> 01:43:46.670
So again, in many cases control savings
01:43:46.670 --> 01:43:48.970
won't be applicable in new construction,
01:43:48.970 --> 01:43:50.650
unless you have a control type
01:43:50.650 --> 01:43:52.690
that has been deemed to achieve savings,
01:43:52.690 --> 01:43:54.863
exceeding that of an occupancy sensor.
01:44:01.070 --> 01:44:06.070
So, on HVAC, we had
already made a change.
01:44:06.690 --> 01:44:07.610
I don't know if it was last year,
01:44:07.610 --> 01:44:10.773
but it was in one of the
recent updates for heat pumps.
01:44:12.100 --> 01:44:15.250
There, the baseline
tables in these measures,
01:44:15.250 --> 01:44:17.880
especially with the addition
of early retirement can,
01:44:17.880 --> 01:44:20.720
can be pretty large and
it makes it more difficult
01:44:20.720 --> 01:44:23.660
to determine exactly what
baseline efficiency you should use
01:44:23.660 --> 01:44:25.020
in the deemed savings calculation.
01:44:25.020 --> 01:44:26.330
So for heat pumps,
01:44:26.330 --> 01:44:28.570
we tried to eliminate
one of those factors,
01:44:28.570 --> 01:44:30.320
which was the heating section type.
01:44:30.320 --> 01:44:33.900
And we are assuming an
electric resistance heating section
01:44:33.900 --> 01:44:35.830
type for all of those systems.
01:44:35.830 --> 01:44:38.320
And we did something
similar for ACs this year
01:44:38.320 --> 01:44:40.670
to assume the all other
heating section type,
01:44:40.670 --> 01:44:42.980
just eliminate one data point
01:44:42.980 --> 01:44:46.530
that that might be a little
bit more difficult to validate
01:44:46.530 --> 01:44:49.130
if you're not getting that
information in the field.
01:44:50.370 --> 01:44:51.900
And then somewhere related to lighting,
01:44:51.900 --> 01:44:54.780
we incorporated some midstream guidance.
01:44:54.780 --> 01:44:58.510
Again, we expect midstream
to be more of a focus
01:44:58.510 --> 01:44:59.760
for utilities moving forward.
01:44:59.760 --> 01:45:03.190
So trying to add that
to various measures.
01:45:03.190 --> 01:45:07.980
And again, midstream
means you give a retailer.
01:45:07.980 --> 01:45:11.213
Or a distributor
that the rebate will go-
01:45:11.213 --> 01:45:12.046
The rebate goes to them.
01:45:12.046 --> 01:45:13.100
And it encourages them
01:45:13.100 --> 01:45:15.710
to sell higher efficiency equipment.
01:45:15.710 --> 01:45:16.543
Okay.
01:45:19.050 --> 01:45:21.210
And chillers and PTACS
01:45:23.230 --> 01:45:27.180
follow very closely along
with the split end package,
01:45:27.180 --> 01:45:28.430
AC and Heat Pump Measure.
01:45:29.726 --> 01:45:31.000
So very similar changes
were made there as well.
01:45:31.000 --> 01:45:36.000
I think the one I skipped
over here is that we,
01:45:36.140 --> 01:45:37.500
you're not always, when you're,
01:45:37.500 --> 01:45:40.350
when you're dealing with
an early retirement project,
01:45:40.350 --> 01:45:42.700
you're not always able to
determine the age of the system
01:45:42.700 --> 01:45:43.533
in the field.
01:45:43.533 --> 01:45:45.870
Maybe a name plate is
illegible or something like that,
01:45:45.870 --> 01:45:50.763
but we just provide a
guidance that in those cases,
01:45:51.700 --> 01:45:53.460
you can assume that
the age of the equipment
01:45:53.460 --> 01:45:55.640
is equal to the measure life
01:45:55.640 --> 01:45:58.130
for whichever these measures
that you might be looking at.
01:45:58.130 --> 01:46:00.360
And that's consistent with some changes
01:46:00.360 --> 01:46:02.510
that have had already been
incorporated into volume two
01:46:02.510 --> 01:46:04.360
for some of the residential measures.
01:46:08.070 --> 01:46:08.903
All right.
01:46:10.830 --> 01:46:15.533
This computer room AC
measure or crack units,
01:46:16.550 --> 01:46:17.750
and also I'll skip down
01:46:17.750 --> 01:46:19.900
to the small commercial
evaporative cooling.
01:46:19.900 --> 01:46:23.710
We found that there are variations
01:46:23.710 --> 01:46:26.550
in terms of how the equipment is rated
01:46:26.550 --> 01:46:28.343
specifically for the crack units.
01:46:29.370 --> 01:46:34.370
The capacity might, is we're
finding more where the systems,
01:46:35.170 --> 01:46:37.800
system capacity is rated in KW, but the,
01:46:37.800 --> 01:46:41.460
the deemed savings methodology
was set up for a capacity
01:46:41.460 --> 01:46:42.460
in a different unit.
01:46:42.460 --> 01:46:45.250
So added some conversion factors there
01:46:45.250 --> 01:46:48.270
just to make it clear how
to determine those savings.
01:46:48.270 --> 01:46:50.640
And for small commercial
evaporative cooling
01:46:50.640 --> 01:46:51.530
something similar,
01:46:51.530 --> 01:46:54.648
whether you're looking
at tons or BTU hours.
01:46:54.648 --> 01:46:55.481
And then on the efficiency side,
01:46:55.481 --> 01:46:59.017
whether you're talking about
KW per ton or IEER, EER,
01:47:01.950 --> 01:47:04.170
just making sure that
it's clear how to convert
01:47:04.170 --> 01:47:07.233
between units, depending on
which system type you're using.
01:47:09.600 --> 01:47:10.793
HVAC VFDs.
01:47:12.645 --> 01:47:15.750
What we did here is we kind of reviewed
01:47:15.750 --> 01:47:18.480
and corrected the operating schedules
01:47:18.480 --> 01:47:19.520
for all the building types,
01:47:19.520 --> 01:47:23.440
but then also expanded
the list of available offerings,
01:47:23.440 --> 01:47:24.940
building type offerings
01:47:24.940 --> 01:47:28.029
to be more consistent with the
commercial HVAC measures.
01:47:28.029 --> 01:47:30.920
Also, just to make it
easier for contractors
01:47:30.920 --> 01:47:34.360
who may be participating
in both measures to,
01:47:34.360 --> 01:47:36.300
to be able to determine
the building type,
01:47:36.300 --> 01:47:39.020
as I don't want to speak for Tetra Tech.
01:47:39.020 --> 01:47:41.460
But I think a lot of times
that leads to differences
01:47:41.460 --> 01:47:43.630
in between reported
and evaluated savings
01:47:43.630 --> 01:47:45.980
is just not getting that
building type correct.
01:47:47.250 --> 01:47:49.410
And I didn't mention it on
the slide, it's not a change.
01:47:49.410 --> 01:47:51.860
But we do try to provide tables now
01:47:51.860 --> 01:47:54.100
that give better descriptions
01:47:54.100 --> 01:47:56.130
of what these building types are.
01:47:56.130 --> 01:47:58.510
Might give an idea for
square footage associated
01:47:58.510 --> 01:47:59.720
with certain type of building type,
01:47:59.720 --> 01:48:01.870
rather than just
calling it small or large,
01:48:01.870 --> 01:48:04.410
and then also providing some examples,
01:48:04.410 --> 01:48:06.680
so you know what might
fall into a certain category.
01:48:06.680 --> 01:48:08.563
So that exists in the TRM
01:48:08.563 --> 01:48:11.120
and is also incorporated
into a lot of the calculators
01:48:11.120 --> 01:48:12.723
that the utilities will use.
01:48:17.267 --> 01:48:19.150
Did we cover, oh,
and the last thing here
01:48:19.150 --> 01:48:20.160
is there's a new measure
01:48:20.160 --> 01:48:22.210
for small commercial
evaporative cooling.
01:48:23.290 --> 01:48:26.510
This is something that
really only applies to our West
01:48:26.510 --> 01:48:29.400
and Northern climate
zones, but it is a new,
01:48:29.400 --> 01:48:31.080
new measure that's available
01:48:31.080 --> 01:48:33.810
to help prevent the installation
of refrigerated cooling
01:48:33.810 --> 01:48:35.313
in those climate zones.
01:48:39.860 --> 01:48:41.160
Yes.
01:48:41.160 --> 01:48:41.993
Where that begins,
01:48:41.993 --> 01:48:43.870
as you move west where
that account kicks in.
01:48:43.870 --> 01:48:47.190
So it's only specified for
climate zone one and five.
01:48:47.190 --> 01:48:49.160
So for climate zone
five, that's the west,
01:48:49.160 --> 01:48:52.570
that's just El Paso and I
think it's El Paso County
01:48:52.570 --> 01:48:55.140
and then maybe one or two other counties
01:48:55.140 --> 01:48:59.147
bordering on the east
side of that county.
01:48:59.147 --> 01:49:01.354
Okay. And then it will go
in the middle of zone one,
01:49:01.354 --> 01:49:02.647
or does it?
01:49:02.647 --> 01:49:04.154
Yeah, so I think
that's on zone one,
01:49:04.154 --> 01:49:04.987
so it would apply there.
01:49:04.987 --> 01:49:06.810
We don't see it as often but if it,
01:49:06.810 --> 01:49:08.330
so utility in that area
01:49:08.330 --> 01:49:09.770
may not be focusing on that as much,
01:49:09.770 --> 01:49:11.690
but certainly if you come across it,
01:49:11.690 --> 01:49:14.197
something that they might
be interested in hearing about,
01:49:14.197 --> 01:49:16.687
and it will be available in the TRA.
01:49:16.687 --> 01:49:18.270
Thank you.
01:49:19.900 --> 01:49:21.833
So window treatments, the,
01:49:23.110 --> 01:49:25.073
last year's update, we kind of,
01:49:26.810 --> 01:49:29.660
for this measure of the update
was happening in stages,
01:49:29.660 --> 01:49:31.640
we're moving away from a factor
01:49:31.640 --> 01:49:32.810
that's kind of being retired,
01:49:32.810 --> 01:49:34.130
the shading coefficient factor,
01:49:34.130 --> 01:49:36.380
moving to solar heat gain coefficient.
01:49:36.380 --> 01:49:38.870
In last year's update,
we had a conversion from,
01:49:38.870 --> 01:49:43.610
from SC to SHGC,
and this year is up there.
01:49:43.610 --> 01:49:44.537
We've removed that conversion
01:49:44.537 --> 01:49:47.640
and we've just moved
to a direct citation
01:49:47.640 --> 01:49:49.343
for the SHGC values.
01:49:51.330 --> 01:49:54.070
The majority of the work
in the commercial volume
01:49:54.070 --> 01:49:58.521
happened on the food service
and refrigeration measures.
01:49:58.521 --> 01:50:00.270
So it's kind of funny that
on this and the next slide,
01:50:00.270 --> 01:50:03.300
I boil it down into just
a couple of bullets for,
01:50:03.300 --> 01:50:07.940
for these sections that had
10 plus measures on them.
01:50:07.940 --> 01:50:11.610
But the changes were
all pretty consistent
01:50:11.610 --> 01:50:13.983
across all of them for food service.
01:50:16.220 --> 01:50:20.120
Most of these updates were
related to following updates
01:50:20.120 --> 01:50:22.240
that that happened in
the Energy Star calculator
01:50:22.240 --> 01:50:24.200
in March of this year.
01:50:24.200 --> 01:50:25.900
And then there was also an
amendment that happened
01:50:25.900 --> 01:50:28.530
in that calculator in July.
01:50:28.530 --> 01:50:30.820
So, like I said, we're always
continuously monitoring,
01:50:30.820 --> 01:50:32.580
even if we have to make a change
01:50:32.580 --> 01:50:34.650
in the middle of the
TRM update schedule,
01:50:34.650 --> 01:50:39.650
but we did make comprehensive updates
01:50:39.880 --> 01:50:41.540
to pretty much all the
food service measures
01:50:41.540 --> 01:50:43.550
to align with these calculator updates
01:50:44.430 --> 01:50:47.610
and then updated the
terminology for consistency
01:50:47.610 --> 01:50:49.047
across the measures.
01:50:49.047 --> 01:50:53.280
And in part that's to help
encourage the installation
01:50:53.280 --> 01:50:54.623
of multiple measures,
01:50:55.730 --> 01:50:57.910
something that we're
always interested in seeing,
01:50:57.910 --> 01:50:59.930
multiple measures at the same site.
01:50:59.930 --> 01:51:01.133
And also this is,
01:51:02.590 --> 01:51:04.640
these measures lend themselves well
01:51:04.640 --> 01:51:07.140
to midstream type delivery.
01:51:07.140 --> 01:51:10.490
And that way, if you have a distributor
01:51:10.490 --> 01:51:13.100
that's now dealing with
multiple system types,
01:51:13.100 --> 01:51:15.790
making sure that the
measures are easily understood
01:51:15.790 --> 01:51:17.350
moving from one to the next.
01:51:17.350 --> 01:51:20.120
So making sure that
that terminology aligns
01:51:20.120 --> 01:51:22.143
across all those food service measures.
01:51:24.990 --> 01:51:27.980
Where I guess a couple
of individual updates
01:51:27.980 --> 01:51:30.420
that I called out here on ovens,
01:51:30.420 --> 01:51:32.620
making a change to match
the Energy Star specs,
01:51:32.620 --> 01:51:34.740
specification combination ovens.
01:51:34.740 --> 01:51:36.710
And then on pre-rinse spray valves,
01:51:36.710 --> 01:51:38.220
this is another example of a measure
01:51:38.220 --> 01:51:42.610
that did not necessarily
get the same attention
01:51:42.610 --> 01:51:46.192
in last year's comprehensive
update as the rest of the TRM.
01:51:46.192 --> 01:51:48.960
So, you'll see this on a
couple other measures here,
01:51:48.960 --> 01:51:50.710
moving forward.
01:51:50.710 --> 01:51:53.000
Some of these that were left off
01:51:53.000 --> 01:51:56.210
mostly because we
ran out of time last year,
01:51:56.210 --> 01:51:57.540
were finished in this year's update.
01:51:57.540 --> 01:52:00.440
So just a general review
of all the savings algorithms,
01:52:00.440 --> 01:52:02.630
especially if it's a
measure that was older,
01:52:02.630 --> 01:52:06.320
that that may have studies
that are no longer accessible,
01:52:06.320 --> 01:52:08.060
replacing some of
those input assumptions
01:52:08.060 --> 01:52:10.410
to make sure that
everything is clearly defined
01:52:10.410 --> 01:52:14.550
and transparent as far as
how the savings are derived.
01:52:14.550 --> 01:52:16.880
And then also updating
peak demand coefficients
01:52:16.880 --> 01:52:19.030
to comply with the
current peak definition.
01:52:24.290 --> 01:52:27.760
So this, that's also true of
all the refrigeration measures.
01:52:27.760 --> 01:52:31.610
These are measures that
I think have been around
01:52:31.610 --> 01:52:33.580
since one of the earlier
volumes of the TRM
01:52:33.580 --> 01:52:36.220
hadn't been touched since then.
01:52:36.220 --> 01:52:40.800
And so, we were not able
to find all of the studies
01:52:40.800 --> 01:52:42.440
that were used to derive
the savings initially,
01:52:42.440 --> 01:52:44.130
that's part of why these measures
01:52:44.130 --> 01:52:46.230
were pushed to this year's update.
01:52:46.230 --> 01:52:49.020
So we completed that
analysis in the interim
01:52:49.020 --> 01:52:51.803
and made those changes
in this year's TRM update.
01:52:52.890 --> 01:52:55.660
And they're all very
similar to each other.
01:52:55.660 --> 01:52:58.690
They rely on a lot of
the same coefficients.
01:52:58.690 --> 01:53:02.920
There was one exception,
the first strip curtains.
01:53:02.920 --> 01:53:06.850
This was a measure that
relied on an M&V study.
01:53:06.850 --> 01:53:10.090
And now that those
savings have been replaced
01:53:10.090 --> 01:53:12.570
by a similar methodology that's used
01:53:12.570 --> 01:53:14.670
in all these other
refrigeration measures.
01:53:15.930 --> 01:53:19.880
And I guess more of a minor update
01:53:19.880 --> 01:53:22.990
to clarify the units
for zero-energy doors
01:53:22.990 --> 01:53:24.980
specifying that those
savings should be per door
01:53:24.980 --> 01:53:26.570
instead of per linear foot.
01:53:26.570 --> 01:53:29.647
Easy change in the
TRM, but could make a,
01:53:30.550 --> 01:53:32.740
it's an important change
to help prevent overstating
01:53:32.740 --> 01:53:33.753
of those savings.
01:53:37.320 --> 01:53:41.380
Hot water, this is a
new section to the TRM,
01:53:41.380 --> 01:53:43.870
but it does not actually
include any new measures.
01:53:43.870 --> 01:53:47.920
These are all measures that
existed in the next section,
01:53:47.920 --> 01:53:49.440
the miscellaneous section,
01:53:49.440 --> 01:53:50.860
but we kind of just called these out
01:53:50.860 --> 01:53:53.540
as we're starting to see
more hot water measures
01:53:53.540 --> 01:53:55.330
in the commercial volume,
01:53:55.330 --> 01:53:56.580
just wanted to put those in a section
01:53:56.580 --> 01:53:58.920
where it's easier to find them.
01:53:58.920 --> 01:54:00.940
The one change for the TSRV
01:54:02.072 --> 01:54:03.000
that I touched on on
the residential side,
01:54:03.000 --> 01:54:04.560
the same change was made from commercial
01:54:04.560 --> 01:54:06.500
to restrict those to,
01:54:06.500 --> 01:54:10.190
I have homes here
because I copied the bullets
01:54:10.190 --> 01:54:11.320
from the residential slide,
01:54:11.320 --> 01:54:13.780
but restricting this to buildings.
01:54:13.780 --> 01:54:14.613
In most cases,
01:54:14.613 --> 01:54:19.070
I think this is targeting
lodging applications.
01:54:19.070 --> 01:54:23.570
So restricting this to hotels
and things of that nature
01:54:23.570 --> 01:54:25.433
that had only electric water heating.
01:54:26.530 --> 01:54:28.360
I'm sorry, DHW? Sorry.
01:54:28.360 --> 01:54:30.080
Domestic hot water.
01:54:30.080 --> 01:54:30.913
Yeah.
01:54:30.913 --> 01:54:33.448
Sorry, I get used to all these acronyms
01:54:33.448 --> 01:54:35.813
and try to define some of
them, but I forgot others.
01:54:38.870 --> 01:54:41.699
This is the last
section in volume three,
01:54:41.699 --> 01:54:46.470
pretty minor updates to these
measures listed on the screen.
01:54:46.470 --> 01:54:50.600
I'll skip past the first two,
but PC power management.
01:54:50.600 --> 01:54:54.363
This was, again, an
example of updating the,
01:54:55.569 --> 01:54:56.402
the peak demand coefficients
01:54:56.402 --> 01:54:59.650
for compliance with
the current definition.
01:54:59.650 --> 01:55:03.210
I think at this point, y'all,
won't have to hear me
01:55:03.210 --> 01:55:05.070
continue to say that year after year.
01:55:05.070 --> 01:55:07.923
I think we have all of
them done except for one,
01:55:08.849 --> 01:55:13.020
and that's a measure that's
not implemented as frequently
01:55:13.020 --> 01:55:14.840
and relies on some modeling.
01:55:14.840 --> 01:55:17.740
So that's something we'll
turn our attention to next year.
01:55:18.580 --> 01:55:22.080
And then, the electric
vehicle supply equipment,
01:55:22.080 --> 01:55:25.233
electric chargers, EV chargers.
01:55:26.090 --> 01:55:28.820
This measure was, when it was
added to the commercial volume
01:55:28.820 --> 01:55:31.200
was based on the residential version.
01:55:31.200 --> 01:55:33.390
So it had some
documentation requirements
01:55:33.390 --> 01:55:35.530
that didn't really make sense
for the commercial measure.
01:55:35.530 --> 01:55:37.050
We got rid of those this year.
01:55:37.050 --> 01:55:39.190
And those are mostly
related to collecting things
01:55:39.190 --> 01:55:42.080
like vehicle type or the
number of miles driven per day.
01:55:42.080 --> 01:55:45.090
Something that's pretty much
impossible for a commercial
01:55:45.090 --> 01:55:46.683
or a multi-family application.
01:55:49.020 --> 01:55:53.423
And then lastly, we have four
new measures in this section,
01:55:55.410 --> 01:55:58.750
mostly targeting manufacturing
or industrial applications,
01:55:58.750 --> 01:56:01.920
but we have VFDs for water pumping,
01:56:01.920 --> 01:56:04.110
very similar to the HVAC VFD measure,
01:56:04.110 --> 01:56:07.100
but for water pumping applications.
01:56:07.100 --> 01:56:09.190
We have a steam trap
repair and replacement,
01:56:09.190 --> 01:56:10.970
which is pretty self-explanatory.
01:56:10.970 --> 01:56:13.930
And then we have two
measures, hydraulic gear lubricants
01:56:13.930 --> 01:56:15.310
and hydraulic oils.
01:56:15.310 --> 01:56:18.130
These are measures that just
target efficiency improvements
01:56:18.130 --> 01:56:20.570
through eliminating or minimize,
01:56:20.570 --> 01:56:22.573
not eliminating but minimizing friction,
01:56:23.650 --> 01:56:26.253
in some of these more
industrial applications.
01:56:29.940 --> 01:56:34.663
And then lastly volume four,
the M&V protocols volume.
01:56:36.110 --> 01:56:39.130
Have just a few kind of
high-level things to point out here,
01:56:39.130 --> 01:56:40.720
we increase the EUL
01:56:40.720 --> 01:56:42.750
for ground source heat
pumps from 15 to 20
01:56:42.750 --> 01:56:45.450
to align with the ground
source heat pump measure
01:56:45.450 --> 01:56:49.830
that's already available in volume two.
01:56:49.830 --> 01:56:54.360
We added a few sections
to the reference home
01:56:54.360 --> 01:56:56.790
in residential new construction
relating to Commissioning
01:56:56.790 --> 01:56:58.353
and dehumidification.
01:56:59.740 --> 01:57:04.740
Res and non-res solar PV
updated modeling instructions.
01:57:04.860 --> 01:57:08.230
As we get more used to this transition
01:57:08.230 --> 01:57:11.900
where previously we had deemed savings,
01:57:11.900 --> 01:57:15.010
and now we've transitioned
to using this software PV Watts
01:57:15.010 --> 01:57:17.640
that allows us to get
more accurate savings
01:57:17.640 --> 01:57:19.493
for specific sites.
01:57:20.608 --> 01:57:21.890
And so just continuing
to improve that measure
01:57:21.890 --> 01:57:24.710
to make sure people
have a good understanding
01:57:24.710 --> 01:57:26.460
about how to utilize that software.
01:57:27.800 --> 01:57:31.980
We had a few measures
where there was no UL specified.
01:57:31.980 --> 01:57:34.050
So we went ahead and filled in that gap.
01:57:34.050 --> 01:57:35.830
Solar shingles is an example of that.
01:57:35.830 --> 01:57:37.973
So we established a 20 year UL.
01:57:38.810 --> 01:57:40.470
Solar attic fans is a measure
01:57:40.470 --> 01:57:42.390
that's been on a bit
of a roller coaster ride
01:57:42.390 --> 01:57:43.590
over the last few years.
01:57:43.590 --> 01:57:47.197
It was originally added in TRM 7.0
01:57:48.320 --> 01:57:51.580
with the expectation that there
would be additional M&V done
01:57:51.580 --> 01:57:55.510
to validate those savings and
refine them moving forward.
01:57:55.510 --> 01:57:56.343
That didn't happen.
01:57:56.343 --> 01:58:00.160
And so as a result of that, it
was removed from TRM 8.0,
01:58:00.160 --> 01:58:03.220
but we've recognized that that's in part
01:58:03.220 --> 01:58:05.980
probably due to the fact
that some of those projects
01:58:05.980 --> 01:58:09.760
weren't able to occur last
year due to the environment
01:58:09.760 --> 01:58:11.260
that we find ourselves in right now.
01:58:11.260 --> 01:58:13.990
And so we've added it back
this time to the M&V section
01:58:13.990 --> 01:58:16.890
with a few additional M&V requirements.
01:58:16.890 --> 01:58:19.390
But that measure may
eventually transition back
01:58:19.390 --> 01:58:20.460
to volume two
01:58:21.410 --> 01:58:22.680
once we get the data that we need
01:58:22.680 --> 01:58:25.630
to kind of increase the competence
in those deemed savings.
01:58:29.590 --> 01:58:31.480
So I mentioned the pandemic
01:58:31.480 --> 01:58:35.700
and there was some
qualitative guidance added
01:58:35.700 --> 01:58:40.110
to both the behavioral and
commercial Commissioning measures
01:58:40.110 --> 01:58:42.350
to account for some unique scenarios
01:58:42.350 --> 01:58:44.580
that may be related to the pandemic
01:58:44.580 --> 01:58:47.620
or other similar scenarios.
01:58:47.620 --> 01:58:52.060
And then for residential and
commercial load management,
01:58:52.060 --> 01:58:54.220
Lark already mentioned the exclusion
01:58:54.220 --> 01:58:55.300
of critical load customers.
01:58:55.300 --> 01:58:57.140
So I won't get into that again,
01:58:57.140 --> 01:58:59.770
but the main other
change to these measures
01:58:59.770 --> 01:59:03.030
was to kind of remove
utility specific details
01:59:03.030 --> 01:59:06.480
and instead point to their
individual program manuals.
01:59:06.480 --> 01:59:09.550
So you can get all that
information for the specific utility
01:59:09.550 --> 01:59:11.200
that you're used to working with.
01:59:13.691 --> 01:59:14.524
And yep, I think that's it.
01:59:14.524 --> 01:59:16.607
So, if you have any questions
01:59:18.799 --> 01:59:19.632
I'm happy to take them now.
01:59:19.632 --> 01:59:23.020
Also, and also for
those folks on the phone,
01:59:23.020 --> 01:59:26.210
if there's ever anything that you have
01:59:26.210 --> 01:59:27.330
that you'd like to discuss,
01:59:27.330 --> 01:59:29.490
whether it's wanting to
get a better understanding
01:59:29.490 --> 01:59:32.100
of how the savings are
derived, how to use them,
01:59:32.100 --> 01:59:34.480
or if you have ideas for
how to improve the TRM,
01:59:34.480 --> 01:59:36.360
my contact information
is on the screen now.
01:59:36.360 --> 01:59:38.360
So, please feel free to reach out to me
01:59:38.360 --> 01:59:40.430
or reach out to Tetra Tech
01:59:40.430 --> 01:59:43.240
and we maintain what
we call a TRM tracker.
01:59:43.240 --> 01:59:48.080
That's I think publicly
available. Is it publicly available?
01:59:48.080 --> 01:59:50.250
Well, it's on,
it's not right now.
01:59:50.250 --> 01:59:51.710
Yeah, it's on SharePoint.
01:59:51.710 --> 01:59:54.620
So we can, if you get
that information to us,
01:59:54.620 --> 01:59:56.320
we'll make sure it's
added to the TRM tracker
01:59:56.320 --> 02:00:00.393
so that it gets addressed in
a, in an upcoming TRM update.
02:00:03.700 --> 02:00:04.623
Any questions?
02:00:07.200 --> 02:00:09.051
Okay. That's the way I like it.
02:00:09.051 --> 02:00:10.331
(laughing)
02:00:10.331 --> 02:00:11.331
Thank you.
02:00:12.299 --> 02:00:13.132
It was really nice.
02:00:13.132 --> 02:00:14.463
We're gonna wrap up
at noon instead of 1230.
02:00:14.463 --> 02:00:17.340
I thought, boy, people are
gonna start getting hungry.
02:00:17.340 --> 02:00:19.263
It's before 12:30, so
that worked out great.
02:00:20.100 --> 02:00:21.280
Thank you all for coming.
02:00:21.280 --> 02:00:24.350
It is just lovely to
actually see some faces
02:00:24.350 --> 02:00:28.510
of people again, and thank
you for all on the phone as well.
02:00:28.510 --> 02:00:31.260
So Therese, let me know
if I've missed anything,
02:00:31.260 --> 02:00:36.260
but I think our next step here
is an EEIP distribution email
02:00:36.660 --> 02:00:40.003
that will have the red
line TRM that is ready,
02:00:41.030 --> 02:00:43.050
and that staff will be
working on filing this week
02:00:43.050 --> 02:00:46.810
on Interchange. So you
will have that link to review.
02:00:46.810 --> 02:00:48.410
Everything is red lined,
02:00:48.410 --> 02:00:51.000
so you can easily identify the updates.
02:00:51.000 --> 02:00:53.970
There is an update
memo that goes with it.
02:00:53.970 --> 02:00:56.350
So you can see the
summary of all the updates
02:00:56.350 --> 02:00:59.090
and then go straight to the red lines.
02:00:59.090 --> 02:01:01.550
In our presentations were also,
02:01:01.550 --> 02:01:03.730
we always file those
in the project as well.
02:01:03.730 --> 02:01:06.030
So that will be coming out this week.
02:01:06.030 --> 02:01:08.330
We do a two week comment period.
02:01:08.330 --> 02:01:10.340
If for any reason you need more time,
02:01:10.340 --> 02:01:12.870
just reach out and we can
try and accommodate that.
02:01:12.870 --> 02:01:14.310
But you know,
02:01:14.310 --> 02:01:16.480
we're looking to finalize
by the end of the year
02:01:16.480 --> 02:01:17.350
and get a final.
02:01:17.350 --> 02:01:19.760
So we don't have a lot of wiggle room.
02:01:19.760 --> 02:01:22.840
On the low income
forms that we talked about
02:01:23.729 --> 02:01:25.800
and TEPRI did all of
those, you know, again,
02:01:25.800 --> 02:01:27.690
lots of work has been done.
02:01:27.690 --> 02:01:30.880
Those forms are in utility hands
02:01:31.920 --> 02:01:34.860
and we do anticipate distributing those
02:01:34.860 --> 02:01:38.570
for EEIP review in November.
02:01:38.570 --> 02:01:40.910
They can't actually
be finalized till January,
02:01:40.910 --> 02:01:43.260
cause that's when the federal
poverty level information
02:01:43.260 --> 02:01:44.093
is updated.
02:01:44.093 --> 02:01:48.060
So the final that will be
filed will not be until 2022,
02:01:48.060 --> 02:01:50.943
but the forms will be
distributed for review before that.
02:01:52.140 --> 02:01:52.980
Any other?
02:01:52.980 --> 02:01:54.120
I think that's it, Laura.
02:01:54.120 --> 02:01:56.447
You covered it all. Thank you very much.
02:01:56.447 --> 02:01:58.550
Yeah. Yeah. Thank
you. Thank you so much.
02:01:58.550 --> 02:02:01.723
Yeah. Oh no, Cyrus, I
would be so disappointed.
02:02:01.723 --> 02:02:04.420
You mentioned earlier
that you guys publish
02:02:05.699 --> 02:02:08.323
a sort of a five page executive summary.
02:02:09.510 --> 02:02:12.220
Does that get this? Where
does that get filed in?
02:02:12.220 --> 02:02:13.070
That we can see it.
02:02:13.070 --> 02:02:17.100
Yeah, so we send out
the, it gets filed in the project.
02:02:17.100 --> 02:02:21.340
So we will just be adding
that now that we didn't get,
02:02:21.340 --> 02:02:23.080
you know, we kind of vet things
02:02:23.080 --> 02:02:25.610
since we didn't get any
significant comments,
02:02:25.610 --> 02:02:26.670
we will file that.
02:02:26.670 --> 02:02:29.150
So we'll just include that
on the same distribution
02:02:29.150 --> 02:02:31.151
that's going out this week.
02:02:31.151 --> 02:02:31.984
Thanks.
02:02:31.984 --> 02:02:32.817
Yeah. Yeah.
02:02:32.817 --> 02:02:35.870
And then that's also always available.
02:02:35.870 --> 02:02:36.830
If you don't want to go,
02:02:36.830 --> 02:02:39.110
everything is on the
Commission website and file,
02:02:39.110 --> 02:02:43.230
but they also, Frontier
also gets everything up
02:02:43.230 --> 02:02:45.390
on Texasefficiency.com as well.
02:02:45.390 --> 02:02:48.830
So I have, I send that
after EEIP, but if you're like,
02:02:48.830 --> 02:02:51.588
oh, do I have to go, it's on the-
02:02:51.588 --> 02:02:54.669
And where do, what's
the project number?
02:02:54.669 --> 02:02:57.401
Is there one project number
that all this gets filed in?
02:02:57.401 --> 02:03:00.540
Yeah, it's 38578.
02:03:00.540 --> 02:03:02.483
I'm just getting
that on record.
02:03:02.483 --> 02:03:03.316
(laughing)
02:03:03.316 --> 02:03:04.564
Thanks.
02:03:04.564 --> 02:03:06.352
And I'm so glad,
I never say it right.
02:03:06.352 --> 02:03:07.812
So Therese has it.
02:03:07.812 --> 02:03:10.500
(laughs)
02:03:10.500 --> 02:03:13.870
Great. Anything else for today?
02:03:13.870 --> 02:03:15.403
I'm so glad to see you.
02:03:17.410 --> 02:03:18.740
All right.
02:03:18.740 --> 02:03:19.573
All right. Thank you.
02:03:19.573 --> 02:03:23.853
Anything from the phone
before we say goodbye?
02:03:27.310 --> 02:03:28.652
Thank you.
02:03:28.652 --> 02:03:30.731
Thank you.
02:03:30.731 --> 02:03:32.123
Thanks, bye.
02:03:32.123 --> 02:03:32.956
Bye bye.
02:03:34.757 --> 02:03:35.590
All right.