From: Richardson, Valerie Sent: Friday, December 07, 2001 4:36 PM To: 'Athena Besa'; 'Craig Tyler'; 'Don Schultz'; 'Eli Kollman'; 'Elia DeAnda'; 'Frank Spasaro'; 'Joy Yamagata'; 'Julie Fitch'; 'Lynn Marshall'; 'Marian Brown'; Sutton, Marylou L; 'Mike Messenger'; 'Monica Rudman'; 'Noah Horowitz'; 'Ochoa, Michael'; 'Smith, Don'; 'Stephen Hall'; 'Sylvia Bender -- CEC'; 'Tim Drew' Cc: UO CEM ME All Users Subject: FW: Notes from CALMAC Conference Call All, I apologize for the late circulation. The below notes are from the conference call of CALMAC members who were interested in discussing the potential scope of a study that would assess energy savings accomplishments achieved during year 2001 (see notes from the October 24 CALMAC meeting.) The conference call too place in lieu of the November 28, CALMAC meeting. Call Attendees: Valerie Richardson, PG&E Marian Brown, SCE Craig Tyler, SoCal Gas Noah Horowitz, NRDC Tim Drew, CPUC Stephen Hall, CPUC Jay Luboff, CPUC -----Original Message----- From: Horowitz, Noah [mailto:nhorowitz@nrdc.org] Sent: Wednesday, November 28, 2001 5:01 PM To: Marian.Brown@sce.com; Richardson, Valerie Subject: RE: Notes from CALMAC Conference Call Val and Marian, here is what I took down during the call relative to scope, etc of the Phase 1 Study. 1. Won't cover - low income, load shifting/curtailment programs, or renewables programs. 2. Will cover - Programs offered/administered by: CPUC, CEC, IOUs, big munis - SMUD and LADWP; other govt agencies such as Consumer Services (flex your power) will cover both one time special funds like the summer initiative, SBX 15, AND regular PGC funded utility programs will cover both gas and electric Time Period - will cover all of 2001, with special breakout of summer 2001 programs Consultant will summarize available estimates of both kW and kWh savings, dollars spent (which might differ from budget), and then calculate simple cost effectiveness of programs ($/kw and $/kWh). Attempts will also be made to provide estimates of peak savings. We will also try to come up with statewide savings totals derived from above individual program estimates, recognizing up front that numbers might not be too reliable and potential double counting. We will need to help Noah create a list of programs that are to be assessed by this study and offer to help the consultant track down the relevant documents, savings estimates Noah agreed to serve as study manager and SCE will serve as contract manager. Noah to work with Marian to create a draft RFP for CALMAC's review. Ideally will form a CALMAC subgroup to serve as a project advisory team. budget to be <100K. Will include a not to exceed figure in the RFP. Goal to finish study by no later than May and can have prelim results trickle in prior to that. Noah Horowitz NRDC Sr. Scientist 71 Stevenson Street, Suite 1825 San Francisco, CA 94105 415-777-0220 PRIVILEGE AND CONFIDENTIALITY NOTICE This message is intended only for the use of the individual or entity to which it is addressed and may contain information that is privileged, confidential and exempt from disclosure under applicable law as attorney client and work-product confidential or otherwise confidential communications. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication or other use of a transmission received in error is strictly prohibited. If you have received this transmission in error, immediately notify us at the above telephone number. -----Original Message----- From: Marian.Brown@sce.com [mailto:Marian.Brown@sce.com] Sent: Wednesday, November 28, 2001 2:17 PM To: vkr1@pge.com; Horowitz, Noah Subject: Notes from CALMAC Conference Call Importance: High Valerie, Here are my notes from the conference call, unedited, just as I wrote them. Stephen Hall: a key question is to make the distinction between conservation and energy efficiency. Can this study do that? Think of conservation as voluntary behavior change; EE as hard-wired equipment changes. CPUC Performance Audit of SBx1-5 Programs: looking at the administrative costs and energy efficiency claims for those programs; analysis to verify both. Performance issues?comparing to other years or other programs around the country. Report due to legislature by April. Barrington Wesley got the contract. There were non-utility administrators for some of these programs?ARCA, cities. These programs are the area of overlap with the CALMAC scooping study. ED: Could try to compare with 1998-20000 programs. Discussion ensues; people decide it's not a good comparison: a) because of different emphasis; b) earlier years may have prepared the ground in some markets for the results achieved in 2001. . NOAH--PHASE ONE: Quick and dirty, info gathering, no new studies of savings, but some analysis of data gathered to assess reliability, then report all results in one place. Explore issue of attribution of results to 20/20, Flex Your Power, Consumer Affairs, and other programs. CRAIG: Agrees with value of making comparisons across pgms and administrators. Noah will write scope of work and deliverables; SCE will put in rest of RFP. Craig sees value in neutral third party writing the scope of work CPUC ED would be on review team for proposal. ED is looking for sources of information and guidance on improving pgms over next couple of years, so this study could be a key resource. Consultant could start first gathering data on programs that ended at end of summer, then move to ones that went through end of year, where data may not be available till beginning of March. . State the budget or not in the RFP? Open will get you min price. W/stated price, you'll get max scope for that price. Vote for stating budget. Maybe $100,000. Some think cost can be $50,000-100,000. Valerie: wants study to look at both achievements by end of summer and whole year, since some of the programs were supposed to have main impact in reducing demand during summer 2001. SCOPE: the IOUs and the 2 big munis, CEC EE prgms (not DR pgms ), Summer Initiative programs, include SBX1-5 funds for utility pgms; exclude renewables, exclude bldg code changes. Want list of pgms, who ran them, to put in RFP, to help consultants size their bid. EnergyDiv: Note that admin costs of SBX1-5 for utility pgms are covered by PGC funds, so need to report PGC-funded results and SB results with notation that SB results are not burdened by actual administrative costs in some cases. Project Advisory Team: Valerie, Marian, Athena, Craig, 1 to 3 of ED staff (Tim Drew prime contact) Marian Brown Manager, Measurement & Evaluation Southern California Edison Phone: (626) 302-8281 (within SCE, PAX 28281) FAX: (626) 302-6253 (within SCE, PAX 26253)