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HomeMy WebLinkAboutF-1.1. Annual SB 1037 ReportINFORMATION ITEM F-1 TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD FROM: TIKAN SINGH, GENERAL MANAGER DATE: APRIL 24, 2023 SUBJECT: ANNUAL SB 1037 REPORT BACKGROUND: In response to various State laws requiring publicly owned utilities (POU), such as Azusa Light & Water (ALW), to offer energy efficiency (EE) education and programs for their customers, all California POUs collaborate annually to prepare a combined compliance report for submission to the California Energy Commission (CEC). For Fiscal Year (FY) 2022, ALW’s EE programs saved a total of 2.846 million kilowatt-hours, or 1.2% of retail sales, which exceeds the current 1% energy savings target. This sixteenth annual combined POU report, submitted to the CEC, is hereby submitted to the Utility Board for receipt and filing. RECOMMENDATION: Staff recommends the Utility Board take the following action: 1)Receive and file the informational report. ANALYSIS: The FY 2022 California POU Energy Efficiency report reflects public power’s response to the following statutes requiring utility-sponsored EE programs and education: •Assembly Bill 1890 (Brulte, 1996) plays a prominent role in California’s EE legacy. The bill established the Public Goods Charge, the primary funding source of POUs EE programs for almost three decades. •Senate Bill 1037 (Kehoe, 2005) required each POU to report annually to its customers and the CEC on its EE and demand reduction (DR) programs. Approved Utility Board 04/24/2023 Annual SB 1037 Report April 24, 2023 Page 2 of 3 • Assembly Bill 2021 (Levine, 2006) directed each POU to identify all potentially achievable cost- effective, reliable, and feasible EE savings and establish 10-year EE targets. • Senate Bill 350 (De León, 2015) required the annual report to compare actual EE savings to the annual target adopted in the most recent 10-year potential study. The bill also directed POUs to develop EE targets consistent with the statewide EE targets adopted by the CEC. The purpose of this report is not only to look back on the past year’s success but also to look ahead and to inform discussions on how to achieve additional energy savings in the future. California Senate Bill 1037 (Kehoe) established several important policies regarding EE. Among the law’s many provisions is a statewide commitment to cost-effective and feasible EE, with the expectation that all utilities consider EE before investing in other resources to meet growing demand. The California Municipal Utilities Association (CMUA), in partnership with the Northern California Power Agency (NCPA) and the Southern California Public Power Authority (SCPPA), began a collaborative effort in October 2005 to develop an evaluation tool to measure EE program effectiveness and report program savings consistently and comprehensively. ALW is among the over three dozen POUs submitting EE data in compliance with the provisions of the legislation. In summary, the report indicates the following: • During Fiscal Year 21/22, ALW spent approximately $661,000 on EE programs, reducing gross peak demand by approximately 1,278 kilowatts and over 2.846 million gross kilowatt-hours on an annual basis. • The levelized cost for POUs to deliver all EE programs in the aggregate is $0.072 per kilowatt- hour, while ALW is currently at $0.023 per kilowatt-hour. • The report indicates that residential and non-residential lighting programs, residential cooling programs, and non-residential process programs are generally the most cost-effective programs offered by POUs. This is in line with the more successful programs currently being offered by ALW. • As a result of cost-effective and targeted programs, ALW again met the annual energy savings target of 1% of retail sales. ALW Staff will continue to modify and refine the EE programs in a continued effort to provide the maximum savings at the lowest cost of implementation. FISCAL IMPACT: There is no fiscal impact as a result of this report. Annual SB 1037 Report April 24, 2023 Page 3 of 3 Prepared by: Paul Reid Environmental Programs Manager Reviewed and Approved: Tikan Singh General Manager Reviewed and Approved: Sergio Gonzalez City Manager Attachments: 1) Customer Energy Efficiency Annual Report 2022 EE in California’s Public Power Sector: 17th Edition — 2023 TABLE OF C ONTENTS Acknowledgements……………………………………………………………………………………………………………….1 Executive Summary……………………………………………………………………………………………………………….2 Introduction………………………………………………………………………………….…………………………..………….4 Program Results…………………………………………………………………………………………………………………….5 Policy Considerations…………………………………………………………………………………………………………..13 Resources and Tools…………………………………………………………………………………………………………….20 Sources of Funding………………………………………………………………………………………………………….……23 Appendix A – Publicly Owned Utility Narratives…………………………………………………………….…..A–1 Appendix B – Calculation Reference…………………………………………………………………………………..B–1 EE in California’s Public Power Sector: 17th Edition — 2023 1 ACKNOWLEDGEMENTS This report would not be possible without the substantial contributions of the following individuals: Project Managers: Frank Harris, California Municipal Utilities Association (CMUA) Emily Lemei, Northern California Power Agency (NCPA) Steven Starks, Southern California Public Power Authority (SCPPA) Heather Heinbaugh Alameda Municipal Power Brian Zimmerman Anaheim Public Utilities Paul Reid and Liza Sagun Azusa Light & Water Amber Rockwell City of Banning Carrie Pahua City of Biggs Ruzan Soloyan Burbank Water & Power Jessica Sutorus and Adrianne Rogers City of Colton Herbert Garcia Glendale Water & Power Hugo Valdez and Sabrina Barber Imperial Irrigation District Terra Sampson City of Healdsburg Theresa Phillips Lassen Municipal Utility District Astrida Trupovnieks City of Lodi Steven Valle City of Lompoc Armen Saiyan, Damon Turney, Melanie Kwong, and Luke Sun Los Angeles Department of Water & Power Vanessa Lara Merced Irrigation District Craig Castro, Karen Mullins, Esmeralda Alvarez, and Samantha Perea Modesto Irrigation District Michael McLellan City of Moreno Valley Tim Scott and Lisa Benatar City of Palo Alto Utilities Jonathan Sun Pasadena Water & Power Vanessa Xie City of Pittsburg Emily Compton Plumas-Sierra Rural Electric Cooperative Jared Carpenter Port of Oakland Trina Valdez and Deborah Allen City of Rancho Cucamonga Kamryn Hutson City of Redding Electric Utility Griselda Rivera and Kirsten Rosales Riverside Public Utilities Rachel Radell-Harris, David Bradford, and Rachel Marmorstein Roseville Electric Cynthia Austin and Jamie Arbizo Sacramento Municipal Utility District Daniel Young, James Hendry, and Bigit Kundu San Francisco Public Utilities Commission James Takehara City of Shasta Lake Mary Medeiros McEnroe Silicon Valley Power Steve Keates Truckee Donner Public Utilities District Monique Hampton, Willie Manuel, Christian Poley, and Cory Sobotta Turlock Irrigation District Anthony Serrano City of Vernon Public Utilities Len Viejo ASTRUM Utility Services Miranda Boutelle and Paul Rich Efficiency Services Group EE in California’s Public Power Sector: 17th Edition — 2023 2 E XECUTIVE S UMMARY California’s Publicly Owned Utilities (POUs) continue to collaborate to develop cost-effective Energy Efficiency (EE) programs and report annual results to their customers and the California Energy Commission (Energy Commission) in a consistent and comprehensive manner. This 17th edition report presents the latest results from POUs’ wide range of EE programs. During the Fiscal Year (FY) 2022 reporting cycle, POUs expended $223 million on EE programs for their communities, including low-income customers, resulting in 362 Gigawatt hours (GWh) of net annual energy savings and reducing peak demand by 71 Megawatts (MW). Since the enactment of Senate Bill (SB) 1037 (Kehoe, 2005), public power has spent nearly $2.8 billion on EE and demand reduction, achieving over 101,503 GWh in net lifecycle energy savings. Comparing these numbers with those of previous years shows the clear impact that the Coronavirus (COVID-19) pandemic continues to have on EE performance and California’s energy economy in general. California’s electricity demand continued to be down in 2022. While annual energy savings bounced back from the low of FY 2021, EE program yields continue to EE in California’s Public Power Sector: 17th Edition — 2023 3 remain below pre-pandemic levels. Additionally, in order to protect the health of our customers, staff, and the general public, some programs had to be suspended during the pandemic. For example, programs requiring direct interaction, such as Direct Install (DI), had to be suspended due to state and local health restrictions. As indicated in the utility narratives, some of California’s POUs began to return to programs that require direct interaction but have not returned to pre-pandemic levels. Moving forward, it will be useful to observe what new methods of program administration have been developed during the pandemic. Work styles are changing following the pandemic, California’s POUs are evaluating new methods to cost-effectively reduce both energy use and Greenhouse Gas (GHG) emissions. As indicated in some utility narratives, many POUs have expanded their electrification and GHG gas reduction efforts, focusing on clean energy solutions that demonstrate greater cost-effectiveness than remaining EE opportunities. The successes of the past provide an excellent foundation on which public power will continue to build. Appendix A contains additional information on each POU’s portfolio including program descriptions, expenditures, and energy savings. Appendix B presents a comprehensive outline of the calculations used within the Cost Effectiveness Tool (CET) Reporting Platform (RP) (CET/RP). EE in California’s Public Power Sector: 17th Edition — 2023 4 I NTRODUCTION Pursuant to the Public Utilities Code, each year POUs are required to report the following information to customers and the Energy Commission :1 • Investments in EE and demand reduction programs. • Descriptions of each EE and demand reduction program, program expenditures, cost- effectiveness of each program, and expected and actual EE savings and demand reduction results. • Sources for funding of EE and demand reduction programs. • Methodologies and input assumptions that are used to determine cost-effectiveness of programs. • A comparison of the POUs’ annual EE targets and the POUs’ reported electricity efficiency savings and demand reductions. This collaborative report compiles the required data from the individual POUs into a single, comprehensive document in compliance with the California Public Utilities Code. The State’s POUs supply approximately one-quarter of California’s electricity to a broad range of communities with widely differing climates, customer bases, and economic conditions. This compilation is presented to foster analyses of broader EE trends and offer policymakers data- driven considerations regarding the practical impacts of related policies. The POUs have long supported California’s EE policies and administered programs to provide financial incentives and rebates to POU customers for investments in a variety of energy saving measures. The purpose of this report is to look back on the success of the past year, in addition to looking ahead to inform discussions on how best to achieve additional energy savings in the future. “The Golden State serves as a leader for other states by saving energy on multiple fronts with adoption of advanced clean energy building codes, stringent vehicle emissions standards, and industry-leading appliance standards.” ACEEE 2022 State EE Scorecard 2 1 California Public Utilities Code (Cal. Pub. Util. Code) § 9505. 2 See https://www.aceee.org/research-report/u2206. EE in California’s Public Power Sector: 17th Edition — 2023 5 P ROGRAM R ESULTS This section provides an overview of the EE program results for public power in California during FY 2022. Most POUs manage and implement EE programs on a fiscal year basis; for POUs that operate on a calendar year basis, their respective report results for FY 2022 are equal to that of Calendar Year 2022.3 In summary, during the 2023 reporting cycle, POUs collectively spent $223 million on EE programs, resulting in 362 GWh of net annual energy savings, with 4,268 GWh of net lifecycle energy savings and reduced peak demand by nearly 71,000 kilowatts (kW). TABLE 1: Historic Program Results As shown in Table 1, public power has collectively spent nearly $2.8 billion on EE programs, resulting in 101,503 GWh in net lifecycle energy savings since 2006 and avoided the 3 POU fiscal years run from July 1 to June 30, except for the following POUs who operate on a calendar year basis: Imperial Irrigation District, Merced Irrigation District, Modesto Irrigation District, Plumas-Sierra Rural Electric Co-op, Sacramento Municipal Utility District, Truckee Donner Public Utility District, and Turlock Irrigation District. Fiscal Year Net Peak Savings (kW) Net Annual Savings (MWh) Net Lifecycle Savings (MWh) Total Utility Expenditures 2006 52,552 169,303 2,249,214 $54,412,728 2007 56,772 254,332 3,062,361 $63,151,647 2008 82,730 401,919 4,473,801 $103,907,266 2009 117,435 644,260 6,749,912 $146,093,107 2010 93,712 522,929 5,586,299 $123,433,250 2011 81,121 459,459 4,604,364 $132,372,795 2012 82,561 439,710 4,638,521 $126,936,631 2013 89,305 521,478 5,722,100 $134,475,230 2014 110,437 568,980 6,414,228 $169,940,735 2015 124,807 644,703 7,836,316 $162,896,993 2016 107,925 771,592 10,253,633 $154,796,668 2017 113,549 861,942 11,991,602 $226,386,251 2018 129,244 638,656 8,267,536 $218,730,235 2019 147,405 646,281 7,312,304 $260,675,319 2020 126,522 475,631 5,221,787 $261,918,171 2021 81,596 254,310 2,850,853 $158,527,378 2022 70,879 362,051 4,267,760 $222,949,982 Total 1,668,552 8,637,536 101,502,591 $2,721,604,386 EE in California’s Public Power Sector: 17th Edition — 2023 6 development of 1,669 MW of generation resources to serve peak demand during that time. Table 1 also shows that Net Annual Savings continue to be below that realized prior to the pandemic, providing further evidence of the impact COVID-19 has had on the State’s energy economy. California’s POUs continue to support the statewide goal of doubling EE by 2030 under the Energy Commission’s direction. Using the Energy Commission’s methodology to determine cumulative energy savings, POUs’ cumulative first year savings from FY 2015 through FY 2022 equals 4,659 GWh, as presented in Table 2 below. In spite of the effects of the pandemic, these cumulative savings remain 14 GWh above the target cumulative goals for California POUs.4 The Policy Consideration section discusses in further detail the importance of POUs’ efforts to help meet the State’s doubling of EE goals. TABLE 2. California POU Cumulative 1st Year Energy Savings Comparison Net 1st Year Savings per Installation Year (GWh) Cumulative CEC Cumulative 2015 2016 2017 2018 2019 2020 2021 2022 Savings Savings Target 644.7 771.6 861.9 638.7 646.3 475.6 254.3 366.0 4,659.1 4,645.0 The Energy Commission methodology used to calculate “cumulative” savings shown in Table 2 combines only the “first year savings” from each of the POUs’ portfolios in the respective reporting years to calculate “cumulative savings”. POUs are concerned that this calculation does not account for any expected useful life of the efficiency measures in the portfolios or savings persistence from behavioral changes after an efficiency improvement has been made. Therefore, in addition to the representation of POUs’ cumulative savings in Table 2, POUs have also calculated alternative representations of the cumulative energy savings from their combined portfolios that potentially better reflect the true cumulative impact of EE savings on the electric grid. This has been done to begin an important discussion on POUs’ and the Energy Commission’s ability to assess and value energy savings from EE programs on an equivalent basis. Table 3, shown below, represents the cumulative savings as the Lifecycle Savings from all the EE measures installed each year in the POUs’ EE portfolios. TABLE 3. California POU Cumulative Lifecycle Savings Comparison Cumulative Savings Per Installation Year (GWh) Cumulative 2015 2016 2017 2018 2019 2020 2021 2022 Savings 7,836.6 10,253.6 11,991.6 8,267.5 7,312.3 5,221.8 2,850.9 4,267.7 58,010.3 4 Energy Commission, October 2017, Senate Bill 350: Doubling EE Savings by 2030, Table A-11. EE in California’s Public Power Sector: 17th Edition — 2023 7 Table 3 accurately accounts for the savings achieved by all measures over their expected useful life. However, at this time there is no degradation factor included in the modeling to reflect potential loss of use, nor is there any measure or estimation of customers’ behavioral changes to gauge a level of persistence in use of efficient measures – rather than revert to less efficient equipment upon burnout or end of the efficient measure’s life. Regardless, Lifecycle Savings, as calculated today, may be a better representation of cumulative savings than 1st year Annual Savings. Table 4 shows the cumulative energy savings from all of the measures that are in effect or active in each of the years depicted, including current and historical measures. Whereby, when a measure’s life ends, the savings for that measure are no longer counted. There is strong potential that this representation is the closest to the definition of cumulative savings. However, the primary drawback to this method when considering a single point forecast, such as “cumulative savings in 2030”, is that a utility receives no “credit” for any energy savings achieved from measures installed between 2015 and 2029 whose expected useful life has expired. That is, a measure, no matter when installed, would have to be active in 2030 to count towards the cumulative doubling of efficiency savings goal. TABLE 4. California POU Cumulative Active Measure Energy Savings Comparison Lifecycle Savings Per Installation Year (GWh) Cumulative 2015 2016 2017 2018 2019 2020 2021 2022 Savings 1,172.0 1,645.7 2,225.1 2,774.9 3,289.0 3,649.6 3,818.0 3,968.0 22,542.3 Table 5 below provides a comprehensive summary of the EE savings for all POUs’ respective EE Portfolios in FY 2022. The 16 largest utilities subject to Integrated Resource Plan (IRP) requirements account for the majority of savings within the public power community. As in past years, the two largest POUs, Los Angeles Department of Water & Power (LADWP) and Sacramento Municipal Utility District (SMUD), accounted for roughly two-thirds of the total POU savings during the 2022 reporting cycle. Taken as a group, the 16 IRP POUs produced 96% of the total savings. The remainder of the savings were realized by 25 smaller and mid-sized POUs located throughout California. EE in California’s Public Power Sector: 17th Edition — 2023 8 TABLE 5. EE Program Results by Utility Utility Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Alameda 89 770,388 11,114,924 85 727,988 10,501,664 3,932 $563,798 1.88 1.14 0.075 Anaheim 1,445 6,528,637 95,026,154 1,445 6,528,637 95,026,154 32,890 $2,472,626 3.86 4.73 0.037 Azusa 1,278 2,846,244 40,947,602 1,278 2,846,244 40,947,602 12,540 $661,054 5.84 22.60 0.023 Banning 31 110,294 1,488,966 21 60,700 840,457 309 $140,532 0.97 1.39 0.239 Biggs - - - - - - - $12,782 0.000 Burbank 1,678 7,279,669 114,349,328 1,677 7,278,395 114,328,944 41,995 $1,907,947 9.19 3.38 0.023 Colton 474 2,627,787 16,958,054 469 2,598,370 16,546,706 5,660 $534,475 3.28 2.52 0.047 Corona - - - - - - - $0 0.000 Glendale 1,510 11,316,344 64,239,265 1,504 11,281,064 63,746,054 19,524 $3,162,930 2.26 1.37 0.071 Gridley 29 265,737 3,732,090 26 251,284 3,521,377 1,150 $97,916 3.42 6.93 0.038 Healdsburg 35 210,851 2,798,583 30 177,954 2,355,388 777 $147,745 1.44 0.84 0.086 Imperial 6,420 16,308,841 228,147,602 6,292 15,615,519 214,099,698 77,479 $6,971,966 3.89 6.26 0.048 IPUC 165 781,580 11,161,168 132 625,264 8,928,934 2,933 $109,535 8.19 2.48 0.016 Lassen 78 642,446 8,259,954 63 518,343 6,653,924 2,278 $273,784 2.38 1.45 0.056 Lodi 291 2,209,880 30,298,947 236 2,022,984 27,564,581 10,349 $601,827 4.63 2.33 0.030 Lompoc 8 96,873 1,230,306 6 70,015 893,155 345 $109,671 0.85 0.71 0.168 Los Angeles 36,714 150,941,980 1,620,767,694 36,714 150,941,980 1,620,767,694 66,358 $157,989,347 0.79 0.79 0.132 Merced 130 989,645 10,905,517 103 790,176 8,702,838 2,963 $222,801 3.63 5.03 0.034 Modesto 301 2,124,169 28,584,730 212 1,642,540 22,109,125 8,517 $1,200,612 2.57 0.85 0.071 Moreno Valley 309 2,284,907 23,711,905 278 2,055,880 21,333,728 7,371 $526,087 4.24 4.24 0.031 Palo Alto 150 1,135,867 18,735,542 120 908,693 14,988,434 4,828 $890,568 1.41 1.13 0.082 Pasadena 2,044 10,643,248 46,147,017 2,018 10,588,984 45,548,611 17,501 $2,518,103 3.29 3.29 0.065 Pittsburg 1 6,392 58,649 1 5,048 46,206 16 $14,580 0.32 0.33 0.380 Plumas-Sierra 88 678,017 10,953,818 70 639,393 10,321,429 3,415 $121,273 7.99 3.30 0.017 Port of Oakland - - - - - - - $12,984 0.000 Rancho Cucamonga 2 7,048 112,768 2 7,048 112,768 53 $32,634 0.52 0.53 0.407 Redding 827 5,267,198 51,350,286 673 4,369,456 42,120,748 16,685 $2,559,038 0.95 1.46 0.072 Riverside 2,510 10,387,956 160,402,582 2,294 9,718,532 142,139,699 48,240 $3,423,265 5.46 11.74 0.035 Roseville 1,475 18,862,957 99,318,983 1,185 13,574,688 78,448,073 25,684 $2,926,167 1.38 1.22 0.055 Sacramento 11,240 96,051,325 1,336,878,697 9,271 77,458,388 1,080,729,363 37,765 $13,213,024 0.66 0.35 0.016 San Francisco 1,387 8,964,012 159,586,280 845 5,375,953 98,108,031 31,930 $2,094,894 4.18 2.36 0.032 Shasta Lake 335 295,239 3,759,668 121 241,068 2,981,486 1,115 $244,286 1.31 1.27 0.112 Silicon Valley Power 1,369 23,134,069 323,655,916 1,164 19,711,170 275,237,131 51,995 $4,677,441 6.21 2.33 0.024 Truckee Donner 13 98,765 1,399,164 8 63,552 893,038 325 $1,652,838 0.08 0.12 2.651 Turlock 600 4,847,788 76,838,272 561 4,630,428 73,650,968 26,045 $1,379,620 5.60 0.97 0.027 Ukiah 16 77,745 1,037,149 12 59,558 785,586 309 $66,610 1.31 0.70 0.116 Vernon 690 3,479,377 46,865,844 690 3,479,377 46,865,844 14,488 $712,204 5.94 4.81 0.021 Victorville 40 293,471 4,695,536 32 234,777 3,756,429 1,236 $18,900 17.71 3.18 0.007 EE and Low Income Subtotal 75,246 397,735,370 4,729,556,343 70,858 361,939,635 4,265,854,640 588,668 $223,075,217 1.37 1.20 0.072 EE in California’s Public Power Sector: 17th Edition — 2023 9 Table 6 breaks down the statewide results by end-use. As has occurred for the past few years, lighting programs once again account for the largest share (34%) of the gross annual EE program savings. TABLE 6. EE Program Results by End-Use Category End-Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 1,892 8,521,488 127,238,771 1,870 8,405,417 125,924,146 42,101 2,777,993 5.72 2.71 0.030 Appliance & Plug Loads 2,282 11,861,993 122,891,027 2,007 10,135,176 102,711,497 18,814 $4,000,652 1.74 0.66 0.050 BROs 1,356 18,860,632 36,490,739 1,354 14,352,498 27,166,561 7,649 1,159,119 3.22 3.22 0.066 Building Envelope 12,322 12,308,239 231,290,443 11,799 11,716,702 219,581,993 31,741 $7,150,816 4.68 3.96 0.049 Codes & Standards 5,461 51,494,047 774,594,523 4,369 41,195,238 619,675,619 22,829 2,098,293 2.72 2.72 0.005 Commercial Refrigeration 130 3,378,302 62,056,933 115 2,947,791 54,013,137 17,496 $804,742 6.06 2.00 0.022 Food Service 25 180,184 2,351,295 25 177,409 2,317,418 92 515,245 0.26 0.22 0.303 HVAC - Cooling 17,047 51,890,082 723,606,895 16,301 46,002,176 634,358,574 123,921 $34,317,297 2.23 1.91 0.077 HVAC - Heat Pump 2,982 6,944,501 35,861,941 2,979 6,941,222 35,812,618 2,057 11,099,861 0.26 0.27 0.397 HVAC - Heating - 6,892,384 103,241,812 - 4,029,683 60,354,675 1,932 $2,061,410 0.10 0.06 0.046 Lighting - Indoor 15,559 112,502,553 1,089,417,397 14,907 108,777,229 1,055,737,542 134,485 95,257,465 0.78 0.75 0.117 Lighting - Outdoor 2,220 22,321,227 236,318,810 2,126 21,559,239 225,070,624 64,289 $11,311,322 1.54 1.96 0.069 Miscellaneous 4,454 30,125,566 305,922,391 3,937 26,895,744 244,418,419 70,625 8,235,703 2.41 2.59 0.048 Process 1,335 11,258,147 163,459,249 1,334 11,249,194 163,369,743 7,240 $5,696,595 1.77 1.73 0.049 Service & Domestic Hot Water 404 2,506,604 18,425,013 319 1,956,886 14,229,942 1,170 1,254,422 0.16 0.21 0.103 Transmission & Distribution Water Pumping / Irrigation 2,539 17,584,063 234,149,487 2,539 17,551,228 233,624,130 16,618 5,919,596 2.73 3.96 0.036 Whole Building 3,763 23,936,735 388,202,235 3,658 23,206,617 377,235,230 15,940 $20,605,335 0.53 0.32 0.076 EE Subtotal 73,771 392,566,747 4,655,518,964 69,637 357,099,449 4,195,601,868 579,000 $214,265,865 1.39 1.22 0.070 Low Income 1,476 5,168,622 74,037,380 1,221 4,840,187 70,252,772 9,668 $8,809,352 0.66 0.67 0.175 EE and Low Income Subtotal 75,246 397,735,370 4,729,556,343 70,858 361,939,635 4,265,854,640 588,668 $223,075,217 1.37 1.20 0.072 C&S 33,171 224,926,318 2,967,356,063 33,171 224,926,318 2,967,356,063 120,064 $18,228,871 11.66 7.69 0.009 Electrification 2,795 20,390,042 287,950,321 2,711 19,762,496 277,951,058 11,789 $23,917,348 0.13 0.13 0.115 Transmission and Distribution 0 4,062,875 8,148,494 0 4,062,875 8,148,494 1,886 $137,656 2.74 2.74 0.034 C&S T&D and Electrification Subtotal 35,966 249,379,235 3,263,454,878 35,882 248,751,689 3,253,455,615 133,739 $42,283,874 5.11 4.23 0.018 Utility Total 111,213 647,114,605 7,993,011,222 106,740 610,691,324 7,519,310,255 722,407 $265,359,091 1.96 1.71 0.049 EE in California’s Public Power Sector: 17th Edition — 2023 10 Table 7 presents the statewide EE program results by sector. As has historically been the case, the Commercial and Industrial (C&I) sectors account for the majority of California POUs’ annual energy savings (60%), while residential programs resulted in 39% of the gross annual EE program savings. TABLE 7. EE Program Results by Sector Table 8, on the next page, presents the statewide EE program results by building type. Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Agricultural 26 814,764 13,036,222 26 781,929 12,510,865 4,356 $79,166 14.75 4.93 0.009 Commercial 31,237 228,015,737 2,733,325,984 29,564 215,373,597 2,557,293,520 369,351 $132,951,643 1.41 1.32 0.070 Industrial 1,116 7,523,738 113,565,065 1,032 6,999,079 106,644,936 36,021 $1,522,846 6.46 2.19 0.020 Other 1,079 2,203,278 25,959,877 1,079 2,203,278 25,959,877 9,733 $1,544,874 1.38 0.36 0.076 Residential 40,312 154,009,230 1,769,631,817 37,935 131,741,565 1,493,192,670 159,539 $78,167,337 1.25 1.07 0.073 EE Subtotal 73,771 392,566,747 4,655,518,964 69,637 357,099,449 4,195,601,868 579,000 $214,265,865 1.39 1.22 0.070 Low Income 1,476 5,168,622 74,037,380 1,221 4,840,187 70,252,772 9,668 $8,809,352 0.66 0.67 0.175 EE and Low Income Subtotal 75,246 397,735,370 4,729,556,343 70,858 361,939,635 4,265,854,640 588,668 $223,075,217 1.37 1.20 0.072 C&S 33,171 224,926,318 2,967,356,063 33,171 224,926,318 2,967,356,063 120,064 $18,228,871 11.66 7.69 0.009 Electrification 2,795 20,390,042 287,950,321 2,711 19,762,496 277,951,058 11,789 $23,917,348 0.13 0.13 0.115 Transmission and Distribution 0 4,062,875 8,148,494 0 4,062,875 8,148,494 1,886 $137,656 2.74 2.74 0.034 C&S T&D and Electrification Subtotal 35,966 249,379,235 3,263,454,878 35,882 248,751,689 3,253,455,615 133,739 $42,283,874 5.11 4.23 0.018 Utility Total 111,213 647,114,605 7,993,011,222 106,740 610,691,324 7,519,310,255 722,407 $265,359,091 1.96 1.71 0.049 EE in California’s Public Power Sector: 17th Edition — 2023 11 TABLE 8. EE Program Results by Building Type Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 17,660 131,618,060 1,975,891,855 15,514 113,364,602 1,681,888,861 294,236 $24,629,176 4.66 3.40 0.020 Assembly 302 2,307,903 19,555,123 294 2,252,149 19,161,536 920 $2,594,582 0.44 0.44 0.168 Education - Community College 104 677,209 9,243,157 104 677,209 9,243,157 329 $1,274,950 0.54 0.89 0.193 Education - Primary School 399 4,321,124 58,655,660 383 4,219,006 57,938,619 2,272 $13,763,612 0.28 0.21 0.325 Education - Relocatable Classroom Education - Secondary School 461 5,158,399 73,770,054 461 5,158,399 73,770,054 2,747 $16,121,638 0.31 0.31 0.302 Education - University 791 6,716,625 73,808,893 782 6,661,058 73,176,139 3,594 $3,634,210 1.30 1.72 0.066 Grocery 297 2,165,649 24,015,257 281 2,038,266 22,529,353 1,461 $968,380 0.97 0.86 0.057 Health/Medical - Hospital 884 6,458,830 80,726,878 864 6,309,069 78,624,694 3,312 $2,107,759 0.88 0.91 0.036 Health/Medical - Nursing Home 301 2,351,308 19,506,328 301 2,351,308 19,506,328 968 $1,371,460 0.79 0.79 0.087 Lodging - Hotel 149 897,576 12,839,055 149 897,576 12,839,055 454 $798,506 1.07 1.02 0.090 Lodging - Motel 118 704,193 5,829,360 118 704,193 5,829,360 265 $442,218 0.85 0.85 0.100 Manufacturing Biotech 117 886,993 12,700,364 115 872,971 12,490,160 433 $267,258 1.49 1.27 0.029 Manufacturing Light Industrial 1,503 10,711,400 136,100,031 1,436 10,308,318 130,304,531 12,381 $3,787,575 1.18 1.11 0.038 Office - Large 3,089 22,822,612 243,138,640 3,064 22,677,700 241,938,029 15,663 $15,813,993 0.98 0.94 0.085 Office - Small 1,307 9,245,397 77,362,451 1,141 8,290,503 69,069,021 3,530 $6,724,348 0.45 0.45 0.123 Other Agricultural 761 6,159,071 75,331,552 717 5,800,104 69,917,128 8,268 $670,749 3.29 1.43 0.013 Other Commercial 6,545 43,253,056 483,112,669 6,168 40,570,751 455,657,964 69,037 $24,750,813 1.34 1.38 0.073 Other Industrial 1,331 12,282,124 107,437,393 1,303 12,114,788 105,494,529 14,607 $4,067,129 1.44 1.47 0.052 Residential 5,184 42,493,448 259,305,013 4,622 35,176,780 212,495,643 57,449 $10,438,949 1.92 1.31 0.069 Residential - Mobile Home 18 16,050 97,191 18 15,953 96,220 5 $21,889 0.68 0.50 0.297 Residential - Multi-Family 6,180 12,279,872 84,757,554 6,180 12,279,527 84,752,910 3,779 $16,724,089 0.35 0.29 0.260 Residential - Single-Family 23,004 46,959,401 616,413,325 22,462 42,928,366 558,101,690 66,205 $45,221,008 1.34 1.14 0.115 Restaurant - Fast-Food 50 291,206 2,288,391 46 267,369 2,118,413 105 $149,835 0.64 0.62 0.087 Restaurant - Sit-Down 230 1,320,290 10,894,728 229 1,312,113 10,775,561 482 $1,257,750 0.55 0.55 0.148 Retail - Big Box 314 2,433,026 32,507,338 313 2,425,885 32,428,787 1,264 $1,480,644 1.45 1.93 0.061 Retail - Large 338 2,148,752 19,362,774 321 2,053,784 18,261,139 1,714 $1,579,248 0.71 0.66 0.108 Retail - Small 1,924 12,821,759 102,917,454 1,846 12,346,476 99,525,120 5,767 $11,691,193 0.48 0.47 0.149 Storage - Conditioned Storage - Unconditioned 149 1,324,767 10,430,277 143 1,284,581 10,147,667 492 $1,235,580 0.42 0.41 0.151 Warehouse - Refrigerated 260 1,740,646 27,520,199 260 1,740,646 27,520,199 7,260 $677,324 3.82 2.30 0.035 EE Subtotal 73,771 392,566,747 4,655,518,964 69,637 357,099,449 4,195,601,868 579,000 $214,265,865 1.39 1.22 0.070 Low Income 1,476 5,168,622 74,037,380 1,221 4,840,187 70,252,772 9,668 $8,809,352 0.66 0.67 0.175 EE and Low Income Subtotal 75,246 397,735,370 4,729,556,343 70,858 361,939,635 4,265,854,640 588,668 $223,075,217 1.37 1.20 0.072 C&S 33,171 224,926,318 2,967,356,063 33,171 224,926,318 2,967,356,063 120,064 $18,228,871 11.66 7.69 0.009 Electrification 2,795 20,390,042 287,950,321 2,711 19,762,496 277,951,058 11,789 $23,917,348 0.13 0.13 0.115 Transmission and Distribution 0 4,062,875 8,148,494 0 4,062,875 8,148,494 1,886 $137,656 2.74 2.74 0.034 C&S T&D and Electrification Subtotal 35,966 249,379,235 3,263,454,878 35,882 248,751,689 3,253,455,615 133,739 $42,283,874 5.11 4.23 0.018 Utility Total 111,213 647,114,605 7,993,011,222 106,740 610,691,324 7,519,310,255 722,407 $265,359,091 1.96 1.71 0.049 EE in California’s Public Power Sector: 17th Edition — 2023 12 Table 9 compares the actual savings in 2022 to the POUs’ adopted annual targets for each utility. In total, the actual energy savings were approximately 22% below forecasted levels for 2022. TABLE 9. Forecast vs Actual for Installation Year 2022 5 6 5 To be consistent with EE savings reported in Table 3, Annual targets exclude codes and standards savings. 6 Not all Small, Non-IRP POUs are included in this list because they either did not develop forecasts in 2022, or did not have any energy savings in 2022. Utility Gross/Net EE Forecast (MWh) EE Actual (MWh)EE % Alameda Net 1,251 728 58.2% Anaheim Gross 17,825 6,529 36.6% Azusa Net 1,721 2,846 165.3% Banning Net 202 0.0% Biggs Net 5 - 0.0% Burbank Gross 8,837 7,280 82.4% Colton Net 13,548 2,598 19.2% Glendale Net 16,957 11,281 66.5% Gridley Net 90 251 279.2% Healdsburg Net 355 178 50.1% IPUC Net 228 625 274.2% Imperial Net 12,450 15,616 125.4% Lassen Net 182 518 284.8% Lodi Net 860 2,023 235.2% Lompoc Gross 217 97 44.6% Los Angeles Gross 221,837 150,942 68.0% Merced Net 2,037 790 38.8% Modesto Net 6,113 1,643 26.9% Moreno Valley Net 791 2,056 259.9% Palo Alto Net 4,300 909 21.1% Pasadena Net 12,741 10,589 83.1% Pittsburg Net 77 5 6.6% Plumas-Sierra Net 59 639 1083.7% Port of Oakland Gross 53 - 0.0% Rancho Cucamonga Gross 1,630 7 0.4% Redding Net 1,358 4,369 321.8% Riverside Net 21,383 9,719 45.4% Roseville Net 11,070 13,575 122.6% Sacramento Gross 100,000 96,051 96.1% San Francisco Net 2,875 5,376 187.0% Shasta Lake Net 518 241 46.5% Silicon Valley Power Net 11,584 19,711 170.2% Truckee Donner Net 490 64 13.0% Turlock Net 26,385 4,802 18.2% Ukiah Net 403 60 14.8% Vernon Net 16,538 3,479 21.0% Victorville Net 328 235 71.6% Total 517,302 375,831 72.7% EE in California’s Public Power Sector: 17th Edition — 2023 13 P OLICY C ONSIDERATIONS This section provides an overview of the policy considerations surrounding the development, implementation, and successes of public power’s EE programs. California is a leader in advancing EE policies and technologies, and the State’s work in this area has had a well-documented dramatic impact on electricity demand. Since the establishment of the Title 24 building standards in 1978, EE programs have saved California consumers in excess of $100 billion.7 POU communities have played a key role in supporting the State’s accomplishments and look forward to a continuing partnership with all stakeholders as California pursues its clean energy agenda. The Pandemic and Electricity Demand COVID-19 resulted in the shutdown of whole segments of California’s economy and caused Californians to work at home through 2021. In 2022 the pandemic continued to have an impact on California’s electricity demand and the State’s economy as a whole. While more Californians returned to working out of the home in 2022, comparing the data in this report with those of previous years demonstrates the clear impact the pandemic has had on EE performance. On balance, electricity demand in California looks to be approximately 4.5% lower on a year-to- date level. Electricity sales declined in 2019 and 2020 from pre-pandemic 2018 levels. While actual 2022 electricity sales information is not available as of the date of this report, 2021 sales were higher than 2020 levels, but remained below their pre-pandemic level.8 As a result of these changes in electricity demand, as this report demonstrates, California’s EE programs show greater than 2021 levels, but remained below pre-pandemic levels. While reduced C&I energy demand understandably limits the production one can expect from C&I EE programs, the impact of the health crisis can also be seen in residential EE programs. For example, programs requiring direct interaction, such as DI, had to be suspended through 2021 due to state and local health restrictions. While some utilities renewed their DI programs, many continued to look for alternative means of reducing GHG emissions. While we cannot know the full social, environmental, and economic cost of the pandemic, the information presented in this report demonstrates the pandemic’s impact on EE. It remains to be seen how enduring the impact of COVID-19 will be on California’s EE program performance. 7 Energy Commission, September 2018, EE Tracking Progress, Available at: https://www.energy.ca.gov/sites/default/files/2019-12/Greenhouse_Gas_Emissions_Reductions_ada.pdf 8 Energy Commission Electricity Consumption by Entity. Available at: http://www.ecdms.energy.ca.gov/elecbyutil.aspx. EE in California’s Public Power Sector: 17th Edition — 2023 14 EE and Carbon Reduction California’s SB 100 (De León, 2018) regulation establishes California’s goal that retail electricity will be GHG emission free by 2045.9 EE remains the first resource in the State’s loading order and will maintain its important role in reducing GHG emissions. But as the GHG content of POU loads continues to decline, it is reasonable to expect that GHG emission reductions from EE will continue to diminish. As displayed in Figure 1 below, electric power is responsible for 16% of Scoping Plan GHG emissions.10 Figure 1. California’s 2020 GHG Emissions by Scoping Plan Category The Value of the EE Doubling Goal As part of the State’s carbon reduction goals, California enacted SB 350 (De León, 2015), which directed the Energy Commission to establish statewide targets for the cumulative doubling of EE by 2030.11 These targets take into consideration increases in EE savings from utility programs, Codes & Standards (C&S), financing, behavioral programs, market transformation, and improvements in the agriculture and industry sectors. In establishing a statewide target, SB 9 Cal. Pub. Util. Code § 399.15(b)(2)(B). 10 See https://ww2.arb.ca.gov/ghg-inventory-graphs. 11 Cal. Pub. Util. Code § 454.55(b)(1). EE in California’s Public Power Sector: 17th Edition — 2023 15 350 directed the Energy Commission to rely on both the forecast for additional achievable EE in the California Energy Demand Updated Forecast, 2014-2025, and the POUs’ EE targets.12 The POUs’ own forecasts of all potentially achievable cost-effective electricity efficiency savings from their respective customers were used by the Energy Commission to forecast the cumulative energy savings potential from POUs’ EE programs. This report reflects current EE potential forecast, based on a 2021 forecast posted on the CMUA website.13 The Energy Commission incorporated the POUs’ adopted annual EE targets into the statewide cumulative target by combining the POUs’ 1st year savings as the annual targets for 2015-2030 and used that as the aggregate “cumulative savings” target for POUs, as shown below in Figure 2. Figure 2. SB 350 Doubling Target for Electricity (GWh) Source: Energy Commission’s Report Senate Bill 350: Doubling EE Savings by 2030, October 2017. POU cumulative savings through 2022 were calculated using this same methodology, as presented in Figure 2, above, which shows that to date POUs have exceeded the State’s forecast for their collective, cumulative EE savings by more than 14 GWh. POUs will continue to work together to determine how best to calculate the cost-effectiveness of EE portfolios and the resulting savings for their communities. The need for consistent 12 POUs are required to update their annual EE targets every four years, per Cal. Pub. Util. Code § 9505 (b). The 2021 update is forthcoming. 13 See https://www.cmua.org/files/CMUA%202020%20EE%20Potential%20Forecast.pdf. EE in California’s Public Power Sector: 17th Edition — 2023 16 calculations for purposes of meeting statewide goals in compliance with statutory requirements must always be balanced with the requirement to implement measures tailored to, and approved by, the respective POUs to optimize electric system operational needs as cost- effectively as possible for the communities that they serve. This is critical because programs must be developed with the customer in mind, as the success of an EE program is ultimately dependent on the actions of the customer. To that end, there is a concern that the methodology used by the Energy Commission to forecast POU contributions towards the State’s EE doubling goals may not properly recognize cumulative savings, nor give sufficient attribution to utilities’ EE programs. Specifically, using only the first-year savings from EE programs to calculate cumulative savings will exclude any of the long-term savings from measures and programs that last more than one year, and there are many measures that provide persistent savings over several years. There is strong analytical support, and real-world experience, that confirm energy usage behaviors and practices do change for EE program participants. For example, a consumer who installs a high-efficiency measure, such as a light emitting diode (LED) lamp, is highly unlikely to go back to an older, less efficient product like a compact fluorescent lamp (CFL) once the LED no longer works.14 Similarly, utilities that implement behavioral programs to increase conservation and efficiency improvements by customers are seeing their customers maintain their practices of increased conservation and efficiency, even after the behavioral program has ended. Recognizing that these paradigm changes are real, the lifetime cumulative savings from EE programs currently utilized by the Energy Commission in their analyses could, without modification, be significantly understated. POUs are interested in utilizing algorithms and persistence factors that better reflect the actual cumulative savings that the utility EE programs have achieved and will continue to provide. The Challenges of Attribution As noted above, the Senate Bill 350: Doubling EE Savings by 2030 report recognizes the key areas where future EE savings are likely to come from, including EE savings from utility programs, C&S, financing, behavioral programs, market transformation, and improvements in the agriculture and industry sectors.15 All of these programs are expected to continue generating considerable energy savings for consumers, but the traditional methodology for attributing savings to utilities may need to be revisited - despite EE program savings continuing to increase, utilities have received less attribution for these increases. 14 Energy Trust of Oregon, October 19, 2017, Persistence of O&M Energy-Efficiency Measures, https://www.energytrust.org/wp-content/uploads/2018/07/Energy-Trust-OM-Measure-Persistence-Report-final- with-staff-response.pdf. 15 Energy Commission, October 2017, Senate Bill 350: Doubling EE Savings by 2030. EE in California’s Public Power Sector: 17th Edition — 2023 17 EE improvements are one of the most cost-effective ways to reduce energy consumption.16 However, as California’s POUs continue to reduce the GHG emissions from their portfolios, it is unclear whether EE improvements will be the most cost-effective way to reduce GHG emissions. Further, POUs’ EE savings are likely to decrease over time due to future codes and standards. As building codes continue to become increasingly more stringent, including the move towards net-zero (or near-net-zero) buildings, utilities cannot claim savings from any EE improvements incorporated into building codes. Regardless of how EE attribution is addressed, it is important for policymakers, utilities, environmental groups, and EE advocates to work together to introduce new strategies for reductions in energy use that go above and beyond C&S – but remain cost-effective for the utilities and their customers. POU programs must continuously evolve in order to find new technologies, encourage customers to re-engage in new programs, and convince new customers to participate in efficiency improvement programs. Embracing Opportunities to Use Energy More Efficiently As referenced above, California’s newest policy-driven opportunity, and challenge, is to shift the focus of EE strategies from kilowatt-hours (kWh) saved to GHG emissions reduced. Consistent with California policy, many POUs have committed to zero or near-zero carbon resource portfolios to meet their future energy supply needs. As California’s incremental energy supplies will be nearly carbon-free, new technologies and shifting consumer expectations are creating opportunities to replace current natural gas, propane, and wood-burning end-uses with clean, cost-effective electric alternatives. Cost- effectiveness metrics must begin to account for the future carbon content of the electricity being saved by EE measures, as well as the carbon content of the additional electricity needed due to building electrification and transportation electrification (TE). POUs continue to evaluate how best to calculate the benefits of various EE and demand reduction measures to meet both state and local GHG emission goals. To that end, the POUs’ 16 Gillingham, Kenneth, and James H. Stock. 2018. "The Cost of Reducing Greenhouse Gas Emissions." Journal of Economic Perspectives, 32 (4): 53-72. Cost-effectiveness metrics must begin to account for the future carbon content of the electricity being saved by EE measures as well as the carbon content of the additional electricity needed due to building and transportation electrification. The success of an EE program is ultimately dependent on the actions of the customer. EE in California’s Public Power Sector: 17th Edition — 2023 18 CET/RP was developed to model the impacts of EE programs and GHG reductions on electric utility operations on an hourly basis. In addition, utilities are continuing to expand their resource planning platforms and analytical tools to optimize utility operations. While building electrification and decarbonization measures can be expected to increase electricity demand, they can both deliver GHG emissions reductions. These efforts will require a shift in many paradigms, strategies, and operational practices for utilities, policymakers, and other stakeholders. For example, as the grid integrates higher percentages of renewables, the hours of energy use (or savings) will be a critical consideration when developing EE programs. The abundance of solar electricity in the California market from about 9 AM to 3 PM has resulted in a situation where incremental energy supply is effectively carbon-free and has a zero or even negative avoided cost during these peak solar hours. Both peak load reduction measures and load shifting measures have become very important considerations, particularly in climate zones with significant ramping needs. A growing number of stakeholders are working together on building electrification and decarbonization solutions towards a cleaner California. In February 2019, the Building Decarbonization Coalition released A Roadmap to Decarbonize California Buildings, identifying barriers and strategies for the decarbonization of new and existing buildings.17 A partnership of LADWP, SMUD, and Southern California Edison commissioned a study to assess the energy savings, GHG savings, and the overall economics of electrification for California customers.18 This study found that all-electric new construction could result in savings of $130-$540 per year relative to a gas-fueled home over the life of the equipment. In addition, there are potential savings for developers who do not have to lay gas lines if constructing all-electric buildings. The path to unlocking the benefits of building electrification must include a reconsideration of the barriers in the existing regulatory environment. Fortunately, the Energy Commission is working in concert with the California Air Resources Board (CARB), California Public Utilities Commission (CPUC), utilities, and other stakeholders in a combined effort to “decarbonize buildings”.19 These joint agency proceedings, in which the POUs are participating, have begun to reevaluate the methodologies that the regulatory agencies have used to assess the cost- effectiveness of fuel substitution, particularly related to space- and water-heating. Public Power supports the State’s efforts to develop a comprehensive framework to implement fuel substitution programs that maximize energy savings and GHG emission reductions. More work is needed to address the obstacles faced by electrification. Fuel substitution in buildings is only part of the picture for electrification – changing from gasoline or diesel to 17 Building Decarbonization Coalition, February 2019, A Roadmap to Decarbonize California Buildings, Available: http://www.buildingdecarb.org/resources/a-roadmap-to-decarbonize-californias-buildings 18 Energy + Environmental Economics (E3), April 2019, Residential Building Electrification in California, Available: https://www.ethree.com/wp- content/uploads/2019/04/E3_Residential_Building_Electrification_in_California_April_2019.pdf 19 Energy Commission Docket 19-IEPR-06 and CPUC Rulemaking (R.)19-01-011. EE in California’s Public Power Sector: 17th Edition — 2023 19 electricity in the transportation sector is defined as “fuel switching” and is not captured in fuel substitution policies. Moving California’s transportation sector to zero-emission vehicles will prompt considerable increases in electricity demand. The Advanced Clean Cars II regulation and the proposed Advanced Clean Fleets regulation will each fundamentally transform California’s transportation sector and place considerable demands on the ability of the State’s electric utilities to maintain safe, affordable, and reliable electricity service. Building electrification can complement related efforts to electrify the transportation sector, as both are essential to meeting the State’s GHG emission reduction goals. However, because building electrification and TE will increase electric load, policymakers, utilities, and other stakeholders must recognize that this can also complicate the ability to track success with California’s goal to reduce energy use. Therefore, because of the increasing calls for accelerating electrification programs, further clarification is needed regarding GHG accounting for utilities that incur increased retail sales and potentially increased electric sector GHG emissions while decreasing overall GHG emissions in other sectors. As EE policies, markets, and technologies evolve, POUs will continue to develop innovative programs tailored to the changing needs of their respective communities; the POUs look forward to working with the Energy Commission to frame effective policies to that end. Diversity, Equity, and Inclusion As referenced below, many POU service territories include a significant share of low-income, and/or Disadvantaged Communities (DACs). Diversity, Equity, and Inclusion (DEI) is a stated goal for many of California’s POUs. This is manifest in planning and/or implementing programs that incorporate equity components to help ensure inclusion. POU programs focused on DEI include, but are not limited to: • Home improvement programs for income-qualified customers to provide little to no- cost weatherization and appliance upgrades. • Bill assistance and rate discount programs that target underrepresented communities. • EV Rideshare programs for low-income and DAC members who may not otherwise be able to access an EV. • Mobile resource centers that deliver information directly to DACs about program options and benefits. • Specifically identifying locations in DACs to install public EV charging infrastructure and providing greater incentives for commercial customers installing EV charging infrastructure in DACs. • Lowering the purchase price of E-Bikes and EVs for low-income customers through vouchers. • Training members of DACs in urban forestry to support Shade Tree programs. • Public school education programs that inform students about environmental sustainability and clean energy opportunities. EE in California’s Public Power Sector: 17th Edition — 2023 20 R ESOURCES AND T OOLS This section provides an overview of the technical resources, analytical tools, methodologies, and input assumptions used or developed by public power to evaluate its EE program and develop EE targets, in accordance with Public Utilities Code.20 EE Cost-Effectiveness Tool and Reporting Platform Energy Platforms, LLC developed a cloud-based EE CET/RP to improve POUs’ tracking and evaluation of program performance and to support the development of reports in compliance with state and federal reporting requirements. This tool built upon the functionality of the complex spreadsheets used in prior reporting years to calculate the cost-effectiveness of EE and demand reduction measures and programs, and to summarize and report the related program expenditures and energy savings. The model continues to include all of the traditional benefit- cost ratio calculation methodologies used industry-wide to evaluate EE resource programs: Total Resource Cost (TRC), Program Administrator Cost (PAC), Ratepayer Impact (RIM), and Participant Cost Test, as developed by the CPUC in the 1980s and codified in the California Standard Practice Manual.21 Using this tool, POUs can analyze individual efficiency measures or full programs to determine the potential savings and cost-effectiveness before implementation. POUs are able to create unique programs and measures for their utility – and may choose to share them with other POUs collaboratively. The model also allows each POU to be able to specify many key inputs including, but not limited to, the following: • retail rates, • hourly load shapes, • hourly GHG emissions curves, • hourly avoided cost, and • overhead allocations by measure, programs, portfolio, sector and/or end-use. The tool allows POUs to manage reference libraries of measures, avoided costs, load shapes, and GHG emissions, allowing useful tracking and comparative scenario analyses for integrated planning purposes. Energy Platforms, LLC continues to update and improve the CET/RP to improve reporting functionality. 20 Cal. Pub. Util. Code § 9505(a)(4). 21 CPUC. February 1983. Standard Practice for Cost-Benefit Analysis of Conservation and Load Management Programs. The TRC and RIM were presented in the 1987-1988 version of the Standard Practice Manual. EE in California’s Public Power Sector: 17th Edition — 2023 21 Technical Reference Manual Recognizing that the Database for Energy Efficient Resources (DEER) was not a viable resource for public power to continue to use, POUs contracted for the development of a technical reference manual (TRM) modeled after the Northwest Regional Technical Forum resource in 2013.22 Public power retained Energy & Resource Solutions (ERS) to develop the TRM to be used by utilities across the State’s different building climate zones. The TRM was completed in 2014, updated in 2016 and 2017, and another update is planned for 2023. The TRM has replaced DEER as the basis for which most POUs calculate the energy savings of their programs. Deviations from the TRM for individual utilities are noted in Appendix A. The TRM provides the methods, formulas, and default assumptions used for estimating energy savings and peak demand impacts from EE measures and projects in a very clear and open format. POUs use energy savings estimates to report program accomplishments and measure progress towards program goals. EE measures are documented and classified as either unit energy savings measures, semi-custom measures, or custom measures. The TRM includes both nonresidential and residential measures, and presents each measure type in separate sections, grouped by technology type. The TRM includes the main manual as well as supporting spreadsheets. The TRM also includes spreadsheets that provide detailed and transparent measure calculations and, for semi-custom measures, energy savings calculators for estimating energy savings for project-specific measures. As needed, each section also contains supplementary tables and charts to provide additional measure details. Measures with multiple savings values (savings by size, building use, varying levels of efficiency, etc.) will have both savings and cost data listed in a supplementary table. The last section of the TRM provides the custom measure protocol, which outlines a process for estimating and documenting custom measure savings. The TRM includes energy savings calculators, which are Excel spreadsheet-based engineering models for estimating semi-custom measures per the described methodology. They provide a consistent, transparent, and user-friendly approach for estimating project-specific energy savings. The TRM provides a much higher degree of transparency for public power, policymakers, and interested stakeholders regarding the energy savings estimates underpinning public power’s EE programs. Public power is actively involved in the California Technical Forum’s (CalTF) statewide electronic TRM (eTRM). NCPA, SCPPA, SMUD, and LADWP are members of the CalTF Policy Advisory Committee, which consists of statewide EE stakeholders who advise on the organization's vision, mission, guiding principles, and affirm the annual Work Plan. In addition, POU staff 22 California Municipal Utilities Association Savings Estimation Technical Reference Manual, 3rd. Ed. 2017. https://www.cmua.org/energy-efficiency-technical-reference-manual. EE in California’s Public Power Sector: 17th Edition — 2023 22 support CalTF by serving as members of the Technical Forum, which is the body of independent subject matter experts that peer review methodologies, data, assumptions, and energy savings values. One of CalTF’s primary objectives is to implement a best-in-class eTRM as a successor to DEER. The first iteration of the eTRM focuses on measures with deemed savings, or unit energy savings. POUs will rely on the TRM for semi-custom and custom measures and will integrate the CalTF eTRM into program planning as it becomes available.23 Evaluation, Measurement & Verification California Public Utilities Code requires each POU to make available to its customers, and to the Energy Commission, the results of any independent evaluation that measures and verifies the EE savings and the reduction in energy demand achieved by its EE.24 The Evaluation, Measurement & Verification (EM&V) process used to provide POU program managers with feedback relies on the approaches articulated in the National Action Plan for EE, adopted CPUC protocols, and the innovation and expertise of firms experienced in program evaluation. In addition, public power worked with the Energy Commission to develop a consistent set of EM&V guidelines for third-party consultants retained to evaluate utility programs. EM&V reports help to define the effectiveness of individual programs with the intent of improving future offerings. Key findings from the EM&V reports confirm high realization rates for reported energy savings. This indicates that this annual report provides a reliable source of data to help policymakers gauge the progress of the State’s overall EE efforts. 25 23 For more information on the CalTF, visit: http://www.caltf.org/. 24 Cal. Pub. Util. Code § 9505(d). 25 See: https://www.cmua.org/emv-reports. EE in California’s Public Power Sector: 17th Edition — 2023 23 S OURCES OF F UNDING This section provides an overview of the POUs’ sources of funding for its investments in EE and demand reduction programs, as required by Public Utilities Code.26 The POUs collectively spent $288 million in FY 2020, from a combination of Public Goods Charge (PGC) funds, Cap-and- Trade (C&T) allowances, and General Fund monies. Public Goods Charge The PGC is a “non-bypassable”, usage-based, charge on local distribution services, collected by POUs, in accordance with Public Utilities Code.27 The PGC is available to fund investments in the following: • Cost-effective demand-side management services to promote EE and energy conservation, • New investment in renewable energy resources and technologies, • Research, development, and demonstration programs for the public interest to advance science or technology not adequately provided by competitive and regulated markets, and • Services provided for low-income electricity customers. Cap-and-Trade Allowances The California C&T program allows utilities to use proceeds from the sale of freely allocated allowances to invest in EE programs with the intended purpose of reducing GHG emissions. Expenditures explicitly noted as acceptable include but are not limited to equipment rebates and building retrofits. Funds are generated once a quarter, as part of CARB’s regular C&T auctions, but the level of available revenues are expected to increase over time as minimum auction prices have escalation factors that are applied once a year.28 General Fund POUs also support EE improvements and social good in the communities that they serve by using funds from their general operating reserves through programs such as home improvement and retrofit projects, appliance recycling and replacement programs, disconnection assistance programs for DACs, and income-qualified bill assistance discounts. 26 Cal. Pub. Util. Code § 9505(a)(3). 27 Id. § 385. 28 California Code of Regulations (CCR), Title 17, § 95801. EE in California’s Public Power Sector: 17th Edition — 2023 A-1 Appendix A – POU Narratives Appendix A consists of detailed narratives of each POU’s EE programs, as well as general descriptions of the utilities, presented in alphabetic order. TABLE 10. Annual EE Program Summary EE in California’s Public Power Sector: 17th Edition — 2023 A-2 ALAMEDA MUNICIPAL POWER Alameda at a Glance • Climate Zone: 3 • Customers: 36,283 • Total annual retail sales: 326,708 MWh • Annual Retail Revenue: $60,993,707 • Annual EE expenditures for reporting year: $912,940 • Gross annual savings from reporting year portfolio: 861 MWh Alameda Overview Due to Alameda’s temperate climate and small amount of industry, the peak demand for electricity is in the winter (December and January) in the early evening. Alameda Municipal Power’s (AMP) electric load is relatively flat compared to most California utilities and there is little residential air conditioning. AMP has committed to spending its C&T and renewable energy credit (REC) funds to reduce greenhouse gas emissions in its service area. Major Program and Portfolio Changes Residential, 13 Commercial, 758 Low Income, 90 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-3 FY 2022 savings included non-residential programs, a marketplace and rebate portal, and direct-install program for income-qualified residential customers. Program and Portfolio Highlights In September 2021, AMP made a new rebate portal and an e-Commerce online marketplace available to all AMP customers. The marketplace offered instant rebates for LED lighting, thermostats, and other EE measures. For customers’ convenience, AMP also offered online rebate submissions through the same marketplace portal for residential customers to apply for downstream rebates. Commercial, Industrial & Agricultural Programs • Energy Plus Program: The Energy Plus Program, which started in January 2016, is a non- residential direct-install lighting, refrigeration, and heating, ventilation, and air conditioning (HVAC) program. This program is also available to local municipal customers doing EE upgrades. In FY 2022, five customers participated in lighting and refrigeration upgrades with low co-pay amounts, due to AMP’s rebates. This program ended December 31, 2021. • Non-Residential Self-Install Program: This program, like Energy Plus, offers non- residential customers rebates for EE upgrades such as lighting, HVAC, and refrigeration. In FY 2022, four customers participated in lighting upgrades with low co-payment amounts, due to AMP’s rebates. AMP has maintained this program as an umbrella commercial rebate program since Energy Plus ended to provide continuing support for commercial customers’ EE needs. This program will remain open in FY 2023. • Commercial Kitchen Rebate Program: This program was introduced in the second half of FY 2021, targeting the growing restaurant and food service industry in the City of Alameda. The program offers rebates for EE such as solid doors for commercial refrigerators and freezers, glass doors for commercial refrigerators and freezers, commercial ice makers, and other energy efficient commercial kitchen equipment. In FY 2022, there were no participants in the program. In FY 2022, AMP supplemented this program with no-cost in-person commercial kitchen audits, and free in-person or virtual webinars. Residential Programs • Residential Online Rebates – Lighting and Appliances: Alamedans have been able to participate in residential EE rebates using a simple web application since March 2016. In the first quarter (Q1) of FY 2022 AMP approved 31 applications. Rebates were available for LED bulbs, LED fixtures, LED decorative string lights, electric clothes dryers, washing machines, heat pump water heaters, and electric vehicle (EV) chargers. Starting in the second quarter (Q2) of FY 2022, AMP launched a new rebate portal and an e-commerce online marketplace. The marketplace was a resource for customers to research, EE in California’s Public Power Sector: 17th Edition — 2023 A-4 purchase, and compare energy efficient products for their homes or small businesses. In addition, the new marketplace offered downstream rebates for customers. The marketplace remained open until February 2023. • Energy Assistance Program (EAP) Plus – In October 2019, AMP launched a residential direct-install program, called EAP Plus, targeting income-qualified residents living in single and multi-family homes. Eligible customers received no-cost EE upgrades, including LED bulbs, LED fixtures, refrigerators, advanced power strips, low-flow shower heads and various weatherization measures. In FY 2022, the program served 60 customers. The program will remain open in FY 2023. Complementary Programs • EV Programs: AMP offers two incentive programs to encourage EV adoption. The first is an EV rate discount, which the utility offered the EV rate discount from 1998 through the end of FY 2021. Beginning in FY 2022 AMP introduced an EV Time-of-Use (TOU) rate plan to replace the EV rate discount. 595 customers enrolled in AMP’s EV TOU rate plan in FY 2022. • EV Charger Rebate Electric Vehicle Rebates: AMP offers a rebate up to $800 for residential customers who install Level 2 (240 volt) chargers in their homes. For commercial customers, the rebate amount is up to $33,000. During FY 2022, 216 residential customers participated in the program installing Level 2 chargers. AMP also launched a new Used EV rebate program that encouraged customers to purchase a used EV. The rebate amount was $1,500 for participating customers, up to $2,000 for income qualified customers. In FY 2022, 58 customers participated in the Used EV program. • Low-Income Programs: AMP continues to provide financial assistance to Alameda's low- income families through the Energy Assistance through Supportive Efforts (EASE) and EAP programs. A maximum amount of $200 is available per household within a three- year period through the EASE program. In FY 2022, EASE, an emergency relief program, helped 103 households receive a total of $20,043.70 in electric-bill assistance. EAP provides a 25% monthly discount on the residential customer’s electric bill. A total of $163,061.10 was allocated to 947 Alameda households in FY 2022. These programs are funded through the public purpose component of AMP's energy charge. • Heat Pump HVAC Rebate: AMP developed a new Heat Pump HVAC rebate for residential and non-residential customers, launching in FY 2023. Additionally, AMP plans to launch webinars for EV charging, EV ownership, and residential and non-residential electronification. EM&V Studies AMP completes an EM&V study every other year with a focus on the two previous years. The most recent EM&V report for FYs 2020 and 2021 was performed by ADM Associates. The EM&V report focused on impact and process evaluation for Energy Plus and EAP Plus. The study is EE in California’s Public Power Sector: 17th Edition — 2023 A-5 available on the CMUA website. AMP plans to complete the next study in FY 2024 that will cover non-residential DI and residential downstream for FY 2020 and FY 2021 with a projected $60,000 budget. Major Differences or Diversions from California’s POU TRM for Energy Savings With a goal of getting the most accurate energy savings, AMP staff used a variety of sources. For the residential lighting energy savings, AMP used historical AMP customer program data, buoyed by a high realization rate in the FY 2019 EM&V report. The energy savings figures for the residential refrigerator/freezer, LED string lights, washing machines, and heat pump water heaters were from the TRM 2017 for the CMUA. The electric clothes dryer savings were from an Energy Star® report. Energy savings for non-residential programs were calculated using a hybrid of actual pre- and post-installation inspections and the TRM 2017. Customized lighting projects were fully calculated. Savings from the DI program, Energy Plus, used a combination of the TRM 2017 and full pre- and post-calculations. EE in California’s Public Power Sector: 17th Edition — 2023 A-6 TABLE 1. AMP EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Appliance & Plug Loads 0 568 6,816 0 176 2,113 1 $1,072 0.18 0.18 0.683 HVAC - Cooling 0 393 6,288 0 314 5,030 2 $7,331 0.24 0.24 2.078 Lighting - Indoor 89 360,255 5,764,084 85 341,982 5,471,719 1,755 $259,832 1.88 0.82 0.068 Lighting - Outdoor 0 400,035 5,200,456 0 380,033 4,940,433 2,149 $247,676 2.26 2.02 0.068 Miscellaneous 0 6,129 104,193 0 3,677 62,516 19 $30,257 0.19 0.21 0.701 Service & Domestic Hot Water 0 3,008 33,088 0 1,805 19,853 8 $17,630 0.21 0.20 1.181 EE Subtotal 89 770,388 11,114,924 85 727,988 10,501,664 3,932 $563,798 1.88 1.14 0.075 Appliance & Plug Loads 7 18,530 140,454 4 12,250 91,831 31 $53,454 0.20 0.20 0.766 Building Envelope 0 193 4,057 0 54 1,136 1 $2,166 0.17 0.17 2.946 Lighting - Indoor 352 68,325 1,093,197 300 57,107 913,718 325 $279,113 0.34 0.34 0.435 Lighting - Outdoor 0 2,616 41,856 0 2,616 41,856 15 $12,994 0.34 0.34 0.443 Service & Domestic Hot Water 0 782 8,602 0 469 5,161 2 $1,415 0.33 0.33 0.365 Low-Income Subtotal 360 90,446 1,288,166 304 72,497 1,053,702 373 $349,142 0.32 0.32 0.469 EE and Low Income Subtotal 449 860,834 12,403,090 389 800,485 11,555,367 4,306 $912,940 1.28 0.92 0.110 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 449 860,834 12,403,090 389 800,485 11,555,367 4,306 $912,940 1.28 0.92 0.110 EE in California’s Public Power Sector: 17th Edition — 2023 A-7 TABLE 2. AMP EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 89 757,690 10,922,939 85 719,806 10,376,792 3,891 $491,877 2.12 1.21 0.066 Residential 0 12,698 191,985 0 8,183 124,872 42 $71,922 0.21 0.21 0.817 EE Subtotal 89 770,388 11,114,924 85 727,988 10,501,664 3,932 $563,798 1.88 1.14 0.075 Residential 360 90,446 1,288,166 304 72,497 1,053,702 373 $349,142 0.32 0.32 0.469 Low-Income Subtotal 360 90,446 1,288,166 304 72,497 1,053,702 373 $349,142 0.32 0.32 0.469 EE and Low Income Subtotal 449 860,834 12,403,090 389 800,485 11,555,367 4,306 $912,940 1.28 0.92 0.110 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 449 860,834 12,403,090 389 800,485 11,555,367 4,306 $912,940 1.28 0.92 0.110 EE in California’s Public Power Sector: 17th Edition — 2023 A-8 TABLE 3. AMP EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 89 757,690 10,922,939 85 719,806 10,376,792 3,891 $491,877 2.12 1.21 0.066 Residential 0 12,698 191,985 0 8,183 124,872 42 $71,922 0.21 0.21 0.817 EE Subtotal 89 770,388 11,114,924 85 727,988 10,501,664 3,932 $563,798 1.88 1.14 0.075 All 0 10,472 62,832 0 7,330 43,982 15 $13,103 0.39 0.39 0.390 Residential 360 78,342 1,203,982 304 64,102 995,633 354 $310,150 0.34 0.34 0.443 Residential - Multi-Family 0 782 8,602 0 469 5,161 2 $1,415 0.33 0.33 0.365 Residential - Single-Family 0 850 12,750 0 595 8,925 3 $24,474 0.04 0.04 3.850 Low-Income Subtotal 360 90,446 1,288,166 304 72,497 1,053,702 373 $349,142 0.32 0.32 0.469 EE and Low Income Subtotal 449 860,834 12,403,090 389 800,485 11,555,367 4,306 $912,940 1.28 0.92 0.110 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 449 860,834 12,403,090 389 800,485 11,555,367 4,306 $912,940 1.28 0.92 0.110 EE in California’s Public Power Sector: 17th Edition — 2023 A-9 ANAHEIM PUBLIC UTILITIES Anaheim at a Glance • Climate Zone: 8 • Customers: 122,514 • Total annual retail sales: 2,682,356 MWh • Annual Retail Revenue: $371,681,000 • Annual EE expenditures for reporting year: $2,761,879 • Gross annual savings from reporting year portfolio: 6,672 MWh Anaheim Overview In FY 2022, residual pandemic-related challenges continued to affect residential and commercial customer participation in conservation programs. Challenged by statewide restrictions and supply chain shortages, businesses and residents deferred EE improvement projects, resulting in a decrease in annual energy savings. Anaheim Public Utilities’ (APU) ability to design and adjust programs quickly to meet the needs of customers in FY 2022 resulted in new safety protocols and pilot programs to support changing customer needs. Major Program and Portfolio Changes Residential, 2,445 Commercial, 3,513 Industrial, 412 Other, 159 Low Income, 143 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-10 The pandemic’s challenges persisted into FY 2022, and significantly affected residential and commercial DI programs, resulting in a decrease in customer participation levels, as well as energy savings. During this time, customer sentiment changed to reflect a growing need for emergency bill assistance services, and APU shifted resources to expand programs that helped customers facing financial hardship due to the pandemic. APU prioritized safeguarding the public’s health, and upheld safety protocols to avoid person- to-person contact and minimize the risk of virus transmission during FY 2022. APU’s commitment to the safety of employees, customers, and community members, lead to newly implemented safety practices. These new practices, such as social distancing, personal protective equipment, and virtual presentations of energy assessment findings, allowed in- person programs to thoughtfully open towards the end of fiscal year 2021. The new safety practices provided customers with the flexibility to participate in APU’s programs including the Small Business DI, Energy Savings Assistance Program (Weatherization), and Home Utility Check-Up, in a modified manner. Although customer sentiment during this time reflected a hesitation to engage with in-person activities, APU provided customers with access to modified services that allowed them the benefits of the programs, while being considerate of evolving public health policies, and changing consumer sentiments. APU contracts with third-party vendors to implement a variety of energy and water efficiency programs including residential energy and water conservation services, commercial conservation programs, and school education initiatives. The third-party vendors facilitate robust marketing and outreach activities with the goal of increasing program participation, and thus increasing energy and water savings. Furthermore, residential programs including Home Utility Check-Up, Dusk-to-Dawn Lighting, and Weatherization, were redesigned to enable a synergistic participation amongst these three programs simultaneously. The efficient approach enhances program marketing potential, customer awareness of program offerings, and aims to increase program participation. Most significantly, the cross-coordination of program deliverables streamlines the enrollment process and allows participating customers to receive the services and efficiency benefits of each of these programs with ease. Program and Portfolio Highlights Residential lighting enhancement programs and initiatives maintained a valuable benefit to customers, and a key driver in contributing to APU’s EE portfolio. At no-cost to program participants, APU offers high-efficiency LED lighting fixture replacement through the Dusk-to- Dawn Program, with free installation available for income-qualified customers. Through the LED Welcome Kit initiative, new customers that move into the city and establish a new electric utility account are directly mailed four LED bulbs, along with a welcome brochure with city information and resources. Additionally, APU hosts an annual Holiday Light Exchange event that provides customers with the opportunity to exchange outdated and inefficient holiday light EE in California’s Public Power Sector: 17th Edition — 2023 A-11 strands for new energy efficient LED light strands. Collectively, the aforementioned residential lighting programs have contributed to over 1.78 MWh savings in FY 2022 alone. Educating customers about the resources and programs available to them is the forefront of APU’s marketing approach. In addition to traditional program marketing mechanisms such as the customer service call-center phone line, utility webpages, bill inserts, social media, community event outreach, and program flyer distribution to city facilities, APU makes a concerted effort to bring resources directly to the neighborhood. Launched as a pilot project in FY 2022, APU collaborated with the Anaheim Community Services Department to support the Mobile Family Resource Center initiative.29 Through the Mobile Family Resource Center initiative, various city departments and non-profit organizations work collectively to travel to neighborhoods throughout Anaheim and provide essential services and information to low income and disadvantaged residential and multifamily customers. APU piloted a new initiative to provide customer service outreach in the community, in which customer services representatives equipped with laptops and internet access, helped enroll customers in bill assistance programs, directly at community events. This unique service allowed customers to learn more about their utility account and apply for various bill assistance programs. In FY 2022, the Mobile Family Resource Center made over 3,700 significant contacts with residents through 64 events held at 20 Anaheim neighborhoods. In addition to providing utility support through bill assistance and program enrollment, the pilot project distributed 776 food and/or produce boxes to families, administered 162 COVID-19 vaccinations, and helped 138 families become qualified to receive up to $500 in emergency financial assistance to help pay for food, transportation, groceries, medical, and utility expenses, among others. APU continues to support the Mobile Family Resource Center initiative, which has proven to be a valuable on-the-spot resource fair for low income and DACs. In addition to the community-based Mobile Family Resource Center initiative, APU hosted seven Pop-Up Lighting Distribution Events during FY 2022. These Lighting Distribution Events provided an on-the-spot enrollment into the Dusk-to-Dawn Program, with both high-efficiency lighting fixtures and LED bulbs distributed to the community on site. Collectively, a total of 436 lighting fixtures were distributed at these events, resulting in an annual energy savings of over 54,000 kWh. In total, APU participated in over 45 community events in FY 2022. As the pandemic has predisposed many residents, multifamily dwellings, and businesses, APU actively coordinates with local organizations to help customers get access to available utility-bill relief funding and bill payment resources. Additionally, APU provides assistance options, including bill deferrals, payment plans, income-qualified discounts, and fee waivers, to help keep customers current with their utility bills. APU also provides eligible customers with the necessary documentation to seek third-party assistance. 29 See https://anaheimcf.org/anaheim-community-impact-grant/mobile-family-resource-center/. EE in California’s Public Power Sector: 17th Edition — 2023 A-12 School education programs are a vital component to APU’s engaged efforts in the community. APU recently contracted with Inside the Outdoors, a non-profit organization, to provide on-site educational programs and off-site field trips to elementary, intermediate, and high school students throughout Anaheim.30 Educational topics include EE, water conservation, EVs, GHG curtailment, and renewable resources. The non-profit also teaches students how to perform in- home energy and water efficiency assessments. Additionally, school gardens are also constructed/rehabilitated at two school sites per year, and students attend field trips to various nature centers and outdoor venues. These field trip opportunities encourage interactive learning experiences with natural systems and embed Next Generation Science Standards education into the field trip activities.31 Students at all levels are taught how they can be leaders in their communities by incorporating sustainability into their personal lifestyles. APU also sponsors the annual Sustainable Schools Award, a program that recognizes two local schools for their sustainability improvements in their campus and curriculums. Additionally, APU sponsors and supports student mentorship programs and career exploration opportunities within the utility industry. Commercial, Industrial & Agricultural Programs In FY 2022, APU faced residual challenges from the pandemic, as did the business community. Affected by statewide restrictions, labor shortages, and supply chain disruptions, C&I EE program participation remained stagnant, as business customers found it difficult to spend upfront capital costs on new efficiency projects. APU remains committed to supporting the changing needs of business customers and encouraging their participation in EE and demand reduction programs. APU offers commercial businesses over 15 commercial EE programs and rebates. The incentives vary according to the measure implemented, based on kW reduction or kWh annual savings. Program methods remain consistent with California SB 1037 (Kehoe, 2005), and are designed to facilitate significant impacts with energy savings results. A unique program is the Customized Energy Incentives Program, which allows customers to target their most significant energy load concerns using on-site equipment, and customized incentive solutions. This measure captures before and after energy use of efficiency recommendations with thorough documentation and analysis. Additional commercial efficiency programs include the following: • Comprehensive Energy Assessments: In alignment with the American Society of Heating, Refrigeration, and Air Conditioning Engineers (ASHRAE), APU provides customized on- site analysis and recommendations to help businesses with energy-efficient goals. • Customized Energy Incentives Program: Tailored for projects such as high-efficient air conditioning units, energy management systems (EMS), and other innovative high- efficiency technology. 30 See https://ocde.us/ito/Pages/default.aspx. 31 See https://www.cde.ca.gov/pd/ca/sc/ngssstandards.asp. EE in California’s Public Power Sector: 17th Edition — 2023 A-13 • Heat Pump Incentives Program: Encourages the installation of high-efficiency heat pumps (HP), which can save on electricity consumption. • Lighting Incentives: Provides incentives to improve EE for various LED lighting applications, contributing to appropriate lighting levels and energy savings. • New Construction: Customers receive design assistance and incentives for new construction and facility expansions that exceed Title 24 standards. • Small Business Energy & Water DI Program: Provides small business customers with energy and water consumption analysis and implementation measures focusing on LED lighting upgrades, smart thermostats, air conditioning, and refrigeration tune-ups. • Small and Medium Business assessments: Customized on-site assessments and recommendations designed to improve operating EE and help business customers reduce costs. • Energy Star® Air Purifier Rebate: Provides prescribed rebates for using Energy Star® Air Purifiers. • Energy Star® Uninterruptible Power Supply Rebate: A prescribed rebate for Energy Star® Uninterruptible Power Supplies in response to potential outages that will assist companies in preserving computer productivity. • Dusk-to-Dawn Lighting: Commercial customers can receive free high-efficiency LED fixtures with photo sensors, which include wall packs and pole-mountable parking lot lights. • Energy & Water Incentives for Multi-family Housing projects: Provides financial incentives for new construction and rehabilitation of multi-family dwellings to promote sustainability for interior and exterior measures to decrease tenant utility costs and lower GHG emissions. • Tree Power: Provides complimentary shade trees and incentives for residential and commercial customers. Shade trees, when properly placed, can help reduce air conditioning costs. Residential Programs APU is committed to providing customers with the resources they need to achieve their energy reduction and water conservation goals. With over 60 measure incentives and direct- installation services available through the residential Home Incentives Program, Home Utility Check-Up Program, and income-qualified direct-installation Weatherization Program, coupled with emerging electrification programs and demand response initiatives, Anaheim Public Utilities continues to develop innovative resources to support energy and water use efficiency and promote sustainability for the community at large. As pandemic induced financial hardship persists for many households, APU offers a number of resources to assist with bill payment. Some of these payment assistance options include bill deferrals, payment plans, income-qualified program discounts, emergency payment assistance EE in California’s Public Power Sector: 17th Edition — 2023 A-14 support, medical allowances, and service fee waivers. Further, we provide resources and needed documentation for third-party assistance options. Below is an overview of APU’s residential programs and resources: • Weatherization Program: Inter-utility partnership with Southern California Gas Company that assists income-qualified renters and homeowners in making their homes more water and energy efficient. Program offers no-cost home repairs and replacement of inefficient appliances, consisting of ENERGY STAR® certified ceiling fans and room air conditioners, plug load occupancy sensors in smart power strips, LED lamps, duct sealing and testing, A/C tune-ups with refrigerant recharge, high-efficient toilets, and additional electric and gas saving measures. • Home Utility Check-Up Program: No cost home assessment of electric (plug loads) and water use, customized assessment report with efficiency recommendations, outdoor water assessment component with irrigation scheduling and controller programming, direct-installation of LEDs, low-flow shower heads, aerators, toilet leak/dye tab test, and toilet flapper replacement as needed. • Dusk-to-Dawn Lighting Program: Residential customers can receive up to two free high- efficiency LED fixtures with photo sensors. Program participants can pick-up lights from program contractor’s office in Anaheim or receive during Home Utility Check-Up and Weatherization Program services. • Dusk-to-Dawn Lighting Program Income-Qualified Assistance: In addition to receiving up to two free outdoor security lights, income-qualified residents may also have the light installed by one of Anaheim's approved and licensed electrical contractors free of charge. • Home Incentives Program: Provides rebates for the purchase and installation of high efficiency ENERGY STAR® rated appliances and high-efficiency conservation measures. • Air Conditioner (AC) Tune-Up Program: Provides up to a $100 incentive to residential customers who have a licensed HVAC contractor perform an AC tune up, with an enhanced incentive of up to $150 for income-qualified customers. • Refrigerator & Freezer Recycling Program: Provides a $50 incentive to customers who recycle an old, operational refrigerator or freezer. Appliance collection is available at no cost to the customer. • Uninterruptible Power Supply Rebate Program: Provides a $50 incentive for standard equipment and $200 incentive for medical device uninterruptible power supply systems that meet ENERGY STAR® certification requirements. • Electric Portable Power Station Rebate Program: Provides a $50 incentive for standard equipment and $200 incentive for medical device associated electric portable power stations. Incentive eligible for battery powered electric portable power station devices, with a minimum 100W AC output. EE in California’s Public Power Sector: 17th Edition — 2023 A-15 • Tree Power Program: Provides up to 6 complimentary shade trees, along with an option for a $20 incentive per shade tree for residential customers. • myPower Savings Program: As a demand response program, participating residential customers earn event participation rewards of $1.00 for every kWh of energy reduced during event hours (up to $100 in bill credits per fiscal year). Additionally, instant enrollment bill credits are provided for participants with central A/C units, pool pumps, wall A/C units, and/or EV chargers. • LED Distribution Program (Welcome Kits): New residential electric utility customers are direct-mailed LED Welcome Kits, which include four LED bulbs and a welcome brochure with city information and resources. • Utility Discount Program: Provides a 10% reduction on the electric and/or water portions of utility bills to seniors, military veterans, or long- term disabled customers at or below 80% of the Orange County median income. • Community Solar Discount Program: Income-qualified customers are eligible to receive a $20 monthly discount on the electric portion of their utility bill for a 12-month period. • Emergency Assistance Program: Provides up to $350 electric and/or water utility payment assistance for income-qualified customers experiencing financial hardship. Complementary Programs • Multi-Family and Affordable Housing New Construction/Retrofit Program: Incentives for developers installing high-efficiency energy and water measures in their developments for affordable housing projects in the community. • Commercial & Residential Water Savings Resulting from Equipment Rebates: Businesses and residents are eligible for rebates by installing or retrofitting with qualifying water- saving devices through the "SoCal Water$mart" Program in partnership with the Metropolitan Water District of Southern California. Water savings result from the application of measures such as: o Rotating Sprinkler Nozzles o Weather-Based Irrigation Controllers o Soil Moisture Sensor Systems o Turf Replacement o High-Efficiency Clothes Washers o Premium High-Efficiency Toilets o Rain Barrels & Cisterns • LED Street Lighting Retrofit Initiative: Anaheim is currently in the process of converting its city streetlights from high pressure sodium (HPS) to LED lights. To date, a total of 18,602 out of 22,353 streetlights have been upgraded to LEDs. In FY 2022, a total of 1,950 streetlights were converted to LED, resulting in over 411,000 annual kWh savings and nearly 100 kW peak demand savings. EE in California’s Public Power Sector: 17th Edition — 2023 A-16 • School Education Programs: Public and Private school students in Anaheim engage in the classroom and through hands-on outdoor labs to explore environmental issues in our region. Additionally, students can learn about energy and water consumption by completing in-home assessments. • Water Conservation Student Poster Contest: Anaheim Public Utilities continues to hold an annual “Water is Life” Poster Contest, whereby 1st through 8th graders are invited to submit artwork associated with water conservation, giving students the opportunity to help raise water awareness through the art they create. At the culmination of the contest, winning artwork is printed on Anaheim Public Utilities branded water bottle labels and an artist recognition is held at a City Council meeting. • Holiday Light Exchange Program: Provides free LED holiday light strands to residents who turn in old incandescent holiday light strands. • Water Smart Landscaping Workshops: Partnership with OC Master Gardeners Speakers Bureau to provide free gardening and landscaping workshops on various topics at venues throughout Anaheim. • EV Shopper Guide: Browse and compare new and used electric vehicle models available within Anaheim, cost of ownership, fuel savings, and applicable incentives. This web page resource was created in partnership with Zappy Ride. • Public Access EV Charger Rebate Program: Anaheim Public Utilities offers EV charging station rebates to commercial, schools and municipal who install a Level 2 or higher plug-in EV chargers at locations accessible to patrons, multi-family residents, commuters, and visitors. Under this program, Anaheim Public Utilities will reimburse customers for out- of-pocket expenses up to $5,000 per charging station for public access locations, or $10,000 for school, affordable housing, or publicly accessible DC fast plug-in locations (maximum of 10 charging stations), and up to an additional $1,500 for City plan check fees. In addition to the rebate, City permit application fees for the EV charger are paid for. • EV Fleet Charger & Infrastructure Rebate Program: The program provides rebates to commercial customers and schools to electrify their vehicle fleet. Under this program, customers receive $5,000 per charging station and up to an additional $45,000 per site location for associated EV charger infrastructure upgrades. Schools receive $10,000 per EV charger and up to $95,000 per site for associated infrastructure upgrades. All program participants with an associated sub-meter installation may receive up to a $5,000 rebate. In addition, Anaheim will pay the applicable City permit fees, reimburse City plan check fees up to $1,500 and electric service connection fees up to $2,000. • EV Ride Share Pilot Program: Anaheim Public Utilities EV Ride Share Pilot Program provides rebates to offset the costs of electric vehicles for residents who live in multi- family affordable housing developments and residential multi-family properties in DACs who may not otherwise have the opportunity to access EVs. Providing access to EV ride sharing transportation is a clean and sustainable way for residents to get to doctor’s EE in California’s Public Power Sector: 17th Edition — 2023 A-17 appointments, grocery stores, and run errands at no cost. EV ride-sharing leases, metering, and fuel are qualified rebate expenses under the program, which will be offered for a 3-year term. • Personal Use EV Charger Rebate Program: This program offers individual use Electric Vehicle Charging Station Rebates to residential and commercial customers who install a Level 2 or higher plug-in electric vehicle (EV) charger at their facility. In this program, Anaheim will reimburse up to $1,500 for any Level 2 EV charger or up to $3,000 for a networked charger (up to 2 per customer). In addition to the rebate, Anaheim will waive the City’s permit fees for the installation of the EV chargers. EM&V Studies Under SCPPA and CMUA EE Services Resolution No. 2021-105, Anaheim contributed to the development of tools and services that calculate and report the cost-effectiveness of EE and demand response programs. Major Differences or Diversions from California POU TRM for Energy Savings None. EE in California’s Public Power Sector: 17th Edition — 2023 A-18 TABLE 1. APU EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 384 1,246,549 26,177,519 384 1,246,549 26,177,519 9,350 $104,354 23.37 96.27 0.006 Appliance & Plug Loads 19 156,813 1,379,449 19 156,813 1,379,449 467 $110,773 1.37 2.37 0.108 Building Envelope 45 35,832 732,734 45 35,832 732,734 280 $55,483 2.82 3.83 0.116 HVAC - Cooling 107 213,963 3,249,342 107 213,963 3,249,342 1,221 $710,850 0.97 1.23 0.325 HVAC - Heat Pump 19 41,191 494,292 19 41,191 494,292 146 $2,524 20.00 96.27 0.007 Lighting - Indoor 447 3,115,340 43,621,075 447 3,115,340 43,621,075 14,744 $573,995 7.38 9.66 0.018 Lighting - Outdoor 0 383,991 6,061,724 0 383,991 6,061,724 2,550 $236,327 2.58 2.58 0.055 Miscellaneous 423 1,173,824 11,684,281 423 1,173,824 11,684,281 3,627 $675,099 1.58 1.63 0.078 Service & Domestic Hot Water 0 2,400 38,400 0 2,400 38,400 13 $1,708 2.04 3.83 0.063 Water Pumping / Irrigation 0 158,734 1,587,340 0 158,734 1,587,340 493 $1,513 96.27 96.27 0.001 EE Subtotal 1,445 6,528,637 95,026,154 1,445 6,528,637 95,026,154 32,890 $2,472,626 3.86 4.73 0.037 Appliance & Plug Loads 1 6,201 74,412 1 6,201 74,412 25 $8,332 1.00 1.00 0.151 HVAC - Cooling 82 91,485 936,284 82 91,485 936,284 351 $213,359 1.00 1.00 0.304 Miscellaneous 9 45,808 694,025 9 45,808 694,025 241 $67,562 1.00 1.00 0.138 Low-Income Subtotal 92 143,494 1,704,721 92 143,494 1,704,721 617 $289,253 1.00 1.00 0.232 EE and Low Income Subtotal 1,537 6,672,131 96,730,875 1,537 6,672,131 96,730,875 33,507 $2,761,879 3.56 4.26 0.041 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 1,537 6,672,131 96,730,875 1,537 6,672,131 96,730,875 33,507 $2,761,879 3.56 4.26 0.041 EE in California’s Public Power Sector: 17th Edition — 2023 A-19 TABLE 2. APU EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 792 3,512,945 50,075,976 792 3,512,945 50,075,976 15,832 $1,063,667 4.31 5.41 0.030 Industrial 99 411,938 8,650,688 99 411,938 8,650,688 3,893 $9,018 96.27 96.27 0.002 Other 0 158,734 1,587,340 0 158,734 1,587,340 493 $1,513 96.27 96.27 0.001 Residential 554 2,445,020 34,712,151 554 2,445,020 34,712,151 12,672 $1,398,428 2.82 3.40 0.058 EE Subtotal 1,445 6,528,637 95,026,154 1,445 6,528,637 95,026,154 32,890 $2,472,626 3.86 4.73 0.037 Residential 92 143,494 1,704,721 92 143,494 1,704,721 617 $289,253 1.00 1.00 0.232 Low-Income Subtotal 92 143,494 1,704,721 92 143,494 1,704,721 617 $289,253 1.00 1.00 0.232 EE and Low Income Subtotal 1,537 6,672,131 96,730,875 1,537 6,672,131 96,730,875 33,507 $2,761,879 3.56 4.26 0.041 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 1,537 6,672,131 96,730,875 1,537 6,672,131 96,730,875 33,507 $2,761,879 3.56 4.26 0.041 EE in California’s Public Power Sector: 17th Edition — 2023 A-20 TABLE 3. APU EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 403 1,590,059 30,068,630 403 1,590,059 30,068,630 10,769 $293,578 9.59 13.24 0.015 Other Commercial 488 2,575,955 31,563,726 488 2,575,955 31,563,726 10,036 $831,928 3.50 4.19 0.036 Residential 554 2,249,527 31,580,526 554 2,249,527 31,580,526 11,426 $1,275,455 2.85 3.49 0.058 Residential - Single-Family 0 113,097 1,813,273 0 113,097 1,813,273 658 $71,665 2.58 2.60 0.056 EE Subtotal 1,445 6,528,637 95,026,154 1,445 6,528,637 95,026,154 32,890 $2,472,626 3.86 4.73 0.037 Residential 92 143,494 1,704,721 92 143,494 1,704,721 617 $289,253 1.00 1.00 0.232 Low-Income Subtotal 92 143,494 1,704,721 92 143,494 1,704,721 617 $289,253 1.00 1.00 0.232 EE and Low Income Subtotal 1,537 6,672,131 96,730,875 1,537 6,672,131 96,730,875 33,507 $2,761,879 3.56 4.26 0.041 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 1,537 6,672,131 96,730,875 1,537 6,672,131 96,730,875 33,507 $2,761,879 3.56 4.26 0.041 EE in California’s Public Power Sector: 17th Edition — 2023 A-21 AZUSA LIGHT & WATER Azusa at a Glance • Climate Zone: 9 • Customers: 17,098 • Total annual retail sales: 237,344 MWh • Annual Retail Revenue: $38,467,556 • Annual EE expenditures for reporting year: $661,054 • Gross annual savings from reporting year portfolio: 2,846 MWh Azusa Overview Since inception of its EE programs, Azusa Light & Water has expended over $16 million toward providing energy conservation information to the Azusa community and rewarding businesses and residents for upgrading inefficient energy consuming equipment with more energy efficient equipment. These efforts have resulted in an annual peak demand and energy use reductions of approximately one percent. Major Program and Portfolio Changes The onset of the COVID pandemic began reducing the amount of participation in the residential rebate programs and business related EE measure implementation. In addition, the number of Residential, 181 Commercial, 1,818 Industrial, 66 Other, 781 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-22 Azusa Pacific University students residing in Azusa was dramatically reduced, resulting in hundreds fewer residential customers. Program and Portfolio Highlights The DI Small Business Audit/Retrofit Program continues to provide the maximum impact on meeting the needs of the harder to reach businesses and small retailers within the service territory. These hard to reach customers have a very tight cash flow and in many times are unable to participate in the rebate programs unless there is little to no up-front monetary outlay. This program allows customers to immediately see the savings and avoid the initial cash outlay associated with the typical rebate type programs. Due to the COVID pandemic, the joint Library Awareness and LED Lamp Distribution Program was scaled back until the pandemic subsides. The In-Class Education Program was converted from in-class to on-line in order to accommodate the pandemic related on-line learning curriculum. Commercial, Industrial & Agricultural Programs • Business Partnership Program: Retrofit existing buildings and factories with high efficiency lighting, air conditioning and process equipment. • Free Energy Audits: Provide suggestions on the most energy efficient equipment and more cost-effective methods of operations. • New Business Retrofit Program: Encourage the use of the most energy efficient equipment in the design and construction of new buildings and factories. • Small Business Audit/Retrofit Program: Provide free utility audit, free LED retrofit, free packaged AC tune-ups, the first $1,500 free lighting retrofit and recommendations for further energy saving measures with a corresponding 50% rebate up to a maximum rebate of $10,000 per customer account. • The Proctor Engineering HVAC Tune-Up and Retrofit Program: Provides free HVAC tune- ups and HVAC equipment replacement recommendations. Residential Programs • Home Weatherization and Residential EnergyStar® Appliance Rebate Program: Rebates are offered for a variety of home weatherization measures and most high efficiency appliances that have the EnergyStar® rating, including but not limited to, refrigerators, air conditions, LED Televisions and computer monitors, dishwashers, clothes washers, pool pumps, ceiling fans and various lighting measures. • Free On-Line Home Energy Audit Program: Customers can enter various parameters that match their home and lifestyle and receive an immediate list of conservation recommendations and measures along with an estimate of what each appliance within the home is using in the way of energy. EE in California’s Public Power Sector: 17th Edition — 2023 A-23 Complementary Programs • The Public Facilities Program: Essentially the same as the current C&I programs; therefore, they are included in the same category for funding and savings. • City Schools "Tinker" Program: Provides an interactive 5th grade conservation education program to all 5th grade classes within the City of Azusa, both private and public. • Low-Income Programs: The Azusa Light & Water Low Income Assistance Program is outlined in Rule No. 18 of Azusa Light & Water’s Rules and Regulations. Interested customers are required to fill out an application and provide documentation of income. In general, Azusa Light & Water’s guidelines for qualifying customers follow the low income thresholds used by the State. • Research, Development, and Demonstration (RD&D): Azusa Light & Water has, jointly with SCPPA, is an active member of the APPA DEED Program. EM&V Studies Azusa Light & Water contracted with Lincus Energy to complete a study of the various EE programs and associated savings. The Lincus study is available on the CMUA website and the Azusa light & Water website.32 Azusa Light & Water will continue to make EM&V reports available to the Energy Commission and other parties as they are completed and will continue with its EM&V programs and practices in the future. Major Differences or Diversions from California POU TRM for Energy Savings For savings, Azusa Light & Water uses a combination of figures from TRM, E3, utility work papers and custom savings analysis along with vendor calculations when applicable. 32 See https://www.ci.azusa.ca.us/DocumentCenter/View/26058/Azusa-EMV-Study-v1_2?bidId=. EE in California’s Public Power Sector: 17th Edition — 2023 A-24 TABLE 1. Azuza Light & Water EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 88 372,444 4,861,686 88 372,444 4,861,686 1,511 $41,073 10.86 22.60 0.012 Building Envelope 919 1,884,471 30,006,826 919 1,884,471 30,006,826 9,120 $493,695 5.78 22.60 0.023 Miscellaneous 271 589,329 6,079,090 271 589,329 6,079,090 1,909 $126,286 4.41 22.60 0.028 EE Subtotal 1,278 2,846,244 40,947,602 1,278 2,846,244 40,947,602 12,540 $661,054 5.84 22.60 0.023 EE and Low Income Subtotal 1,278 2,846,244 40,947,602 1,278 2,846,244 40,947,602 12,540 $661,054 5.84 22.60 0.023 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 1,278 2,846,244 40,947,602 1,278 2,846,244 40,947,602 12,540 $661,054 5.84 22.60 0.023 EE in California’s Public Power Sector: 17th Edition — 2023 A-25 TABLE 2. Azuza Light & Water EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 901 1,818,106 28,944,986 901 1,818,106 28,944,986 8,778 $459,373 6.00 22.60 0.023 Industrial 18 66,365 1,061,840 18 66,365 1,061,840 342 $34,322 2.85 22.60 0.046 Other 292 781,101 9,435,427 292 781,101 9,435,427 2,916 $102,188 8.43 22.60 0.015 Residential 67 180,672 1,505,349 67 180,672 1,505,349 504 $65,171 2.18 22.60 0.061 EE Subtotal 1,278 2,846,244 40,947,602 1,278 2,846,244 40,947,602 12,540 $661,054 5.84 22.60 0.023 EE and Low Income Subtotal 1,278 2,846,244 40,947,602 1,278 2,846,244 40,947,602 12,540 $661,054 5.84 22.60 0.023 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 1,278 2,846,244 40,947,602 1,278 2,846,244 40,947,602 12,540 $661,054 5.84 22.60 0.023 EE in California’s Public Power Sector: 17th Edition — 2023 A-26 TABLE 3. Azuza Light & Water EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 1,155 2,506,681 37,044,707 1,155 2,506,681 37,044,707 11,263 $486,612 7.16 22.60 0.018 Other Commercial 38 92,526 1,335,706 38 92,526 1,335,706 431 $74,949 1.79 22.60 0.074 Other Industrial 18 66,365 1,061,840 18 66,365 1,061,840 342 $34,322 2.85 22.60 0.046 Residential 67 180,672 1,505,349 67 180,672 1,505,349 504 $65,171 2.18 22.60 0.061 EE Subtotal 1,278 2,846,244 40,947,602 1,278 2,846,244 40,947,602 12,540 $661,054 5.84 22.60 0.023 EE and Low Income Subtotal 1,278 2,846,244 40,947,602 1,278 2,846,244 40,947,602 12,540 $661,054 5.84 22.60 0.023 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 1,278 2,846,244 40,947,602 1,278 2,846,244 40,947,602 12,540 $661,054 5.84 22.60 0.023 EE in California’s Public Power Sector: 17th Edition — 2023 A-27 CITY OF BANNING ELECTRIC UTILITY City of Banning Electric Utility at a Glance • Climate Zone: 15 • Customers: 13,155 • Total annual retail sales: 148,242 MWh • Annual Retail Revenue: $27,090,650 • Annual EE expenditures for reporting year: $140,532 • Gross annual savings from reporting year portfolio: 110 MWh City of Banning Electric Utility Overview During FY 2022, Banning spent $136,542 on EE programs, which have resulted in 514,966 kWh of energy savings. The City of Banning is deemed an economically disadvantaged area. As such, a significant portion of the City’s population is either low income or senior citizens living on a fixed income. Due to the economic demographics of Banning’s population, a significant portion of Public Benefits dollars are used to provide low-income assistance through a monthly utility bill credit. The new master-planned community Atwell broke ground during 2020. To-date, approximately 724 homes have been built. Each new home has 2.8 kW of roof-top solar, totaling 2.1 MW of new roof-top solar and adheres to 2019 Title 24 Construction Standards. This buzz around this Residential, 82 Commercial, 29 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-28 new community on Banning’s west side of town earned City of Banning the title of “Fastest Growing City in California” by the Sacramento Bee. Major Program and Portfolio Changes One of Banning’s main goals for FY 21/22 was to increase participation in the residential air conditioner rebate with the focus on 18.0 SEER or greater. Increased incentives made higher SEER units more affordable and attractive to customers. A goal for commercial customers was to increase participation in commercial retrofit and refrigeration programs, primarily through the adoption of significantly increased monetary incentives for our small commercial businesses. To accomplish this goal Banning increased the budget and worked with community organizations to further increase awareness and overall participation of the Business Energy Efficiency Funds (BEEF) program. Unfortunately, with the Covid pandemic participation in the BEEF program was almost non-existent, and overall residential and commercial program participation drastically decreased. Banning adopted 2019 Title 24 Construction Standards. During the pandemic, Banning Electric Utility felt the call to step up community outreach and education. We wanted to let our customers know we are here behind the scenes working for them to provide safe, reliable power. A collaboration began with our Chamber of Commerce to be a presence at local, outdoor Market Nights two Fridays a month. While this collaboration did not always focus on EE, opportunities for outreach and education occurred, such as special events to promote Public Power Week and Lineman Appreciation Day. This focus on community involvement has led to the creation of our new Community, Outreach, Relations and Education (CORE) Team. Our CORE Team actively partners with other City of Banning departments and local organizations to focus on our community engagement and social equity. One successful program created through a partnership with our Parks and Recreation Department is the new "Keep Your Kool...At the Pool" program. During the summer of 2022, City of Banning Electric Utility sponsored Friday-night swim sessions and "Dive-In Movies" at the Repplier Aquatic Center. The goal of this program was to shave peak load by enticing residents leave their homes to come cool off in the community pool rather than stay home and use their air conditioners. Most of these events were at capacity and over a period of 10 Friday evenings, kWh savings equaled that of three residential customers' usage for an entire month. We are currently in the planning stages for summer of 2023 and look forward to increased peak load reduction. Banning Electric Utility was proud to partner with the Arbor Day Foundation for our 2nd annual Energy-Saving Tree Event in Spring of 2022. Customers accessed the Arbor Day Foundation website and reserved up to two trees per household in a Banning Electric portal. A day was scheduled for customers to pick up their reserved trees with planting and care instructions given to ensure successful growth of the trees. Some environmental impacts from our 2022 tree event are: 337,895 pounds carbon sequestered, 605 pounds air pollution removed, 494,237 gallons storm water filtered and $58,145 cumulative community benefits over a 20- EE in California’s Public Power Sector: 17th Edition — 2023 A-29 year span. We hope this will continue to be an annual event for years to come, and we already have a waitlist for the 2023 Energy-Saving Tree event. Banning Electric Utility was also instrumental in the development of a second location for a pallet-home community for the homeless. Entitled “Ramsey Village,” this small community for the homeless consisted of portable, energy-efficient, two-person bungalows with heat, air conditioning, and wall-mounted, fold-up beds. Program and Portfolio Highlights • Renewable Portfolio Standard: In 2021, the City of Banning’s energy portfolio was 54% renewable. Steps have been taken to increase our renewable portfolio, which will increase this percentage in the coming years. • Solar Energy: Banning has met its California SB 1 (Murray, 2006), requirements by providing $2.4 million in rebates for the installation of solar PV systems in its service territory. The rebates, coupled with Title 24 Construction Standards, have helped install approximately 4.0 MW of customer-owned solar PV capacity in the city. Banning previously met the NEM Cap of 2.3 MW in 2018. Commercial, Industrial & Agricultural Programs • BEEF: Complementary Energy Audit coupled with monetary incentives for commercial customers to install EE upgrades/retrofits such as lighting, refrigeration, motors, air conditioning tune-ups, etc. • Commercial Programs: Monetary incentives for commercial customers to install more energy-efficient equipment such as lighting, signage, or refrigeration. Customized rebate programs have also been adopted when business-specific energy-efficiency measures are implemented, and kWh and peak demand reduction is demonstrated. • New Construction: Monetary incentives for new construction projects that exceed the EE above California’s Title 24 standards. Residential Programs • AC: Monetary incentives to replace an existing central air conditioning unit with a new high-efficiency unit. • AC Tune Ups: Monetary incentives for getting air conditioning units tuned up. • EnergyStar® Appliances: Monetary incentives for purchasing products that meet the Energy Star®” criteria. • EnergyStar® Refrigerator: A monetary incentive for replacing an old inefficient refrigerator with a new energy efficient unit. • Recycle: Rebates offered to remove and recycle operating old and inefficient refrigerators and freezers. • Energy Weatherization: Monetary incentives to replace inefficient materials with products that will improve the EE of their facility and reduce energy use. EE in California’s Public Power Sector: 17th Edition — 2023 A-30 • Shade Tree: Rebates offered to plant shade trees around homes to help reduce the amount of energy used for air conditioning. • Smart Thermostat: Rebates offered for installation of a programmable, WIFI-enabled thermostat. Complementary Programs • Low Income Assistance: An electric utility discount for qualified customers. As mentioned above, the majority of Public Benefits funds are spent providing low-income assistance. Currently, we have 1,200 customers on our Low-Income Assistance program with a budget of $400,000 during this fiscal year. • Medical Discount Program: An electric utility discount for qualified customers. This program has approximately 800 customers with a budget of $140,000 during this fiscal year. • Meter-Data Evaluation: With the height of the pandemic still being a great concern during FY 2022, we temporarily suspended in-home Energy Audits in exchange for meter data review. We may not be able to physically point out items within a customer’s home yet can discuss behavior and pinpoint exact periods of high consumption. With the majority of Energy Audit requests coming from our senior community, we believe this is the best course of action to keep our customers and staff safe and healthy. • Software Updates: Addition of customer portals through SATEC and Milsoft products. 33‘34 EM&V Studies The City of Banning Electric Utility has hired third-party firms, such as Lincus, Inc., to perform EM&V studies in previous years. The city will continue with its EM&V programs and practices. Major Differences or Diversions from California POU TRM for Energy Savings None. 33 See https://www.satec-global.com/. 34 See https://www.milsoft.com/. EE in California’s Public Power Sector: 17th Edition — 2023 A-31 TABLE 1. Banning EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Appliance & Plug Loads 2 9,985 100,066 2 9,485 95,063 35 $46,516 0.24 2.14 0.667 Building Envelope 5 8,949 187,924 4 7,069 148,439 56 $2,656 11.19 10.54 0.028 HVAC - Cooling 16 32,663 390,680 14 27,957 345,488 128 $85,959 0.82 1.32 0.352 Lighting - Indoor 8 55,898 779,496 2 14,677 234,835 85 $5,402 4.32 0.73 0.033 Lighting - Outdoor 0 2,800 30,800 0 1,512 16,632 6 $0 0.32 0.000 EE Subtotal 31 110,294 1,488,966 21 60,700 840,457 309 $140,532 0.97 1.39 0.239 EE and Low Income Subtotal 31 110,294 1,488,966 21 60,700 840,457 309 $140,532 0.97 1.39 0.239 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 31 110,294 1,488,966 21 60,700 840,457 309 $140,532 0.97 1.39 0.239 EE in California’s Public Power Sector: 17th Edition — 2023 A-32 TABLE 2. Banning EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 5 28,718 344,616 0 0 0 0 $4,420 0.000 Residential 26 81,576 1,144,350 21 60,700 840,457 309 $136,112 1.00 1.45 0.232 EE Subtotal 31 110,294 1,488,966 21 60,700 840,457 309 $140,532 0.97 1.39 0.239 EE and Low Income Subtotal 31 110,294 1,488,966 21 60,700 840,457 309 $140,532 0.97 1.39 0.239 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 31 110,294 1,488,966 21 60,700 840,457 309 $140,532 0.97 1.39 0.239 EE in California’s Public Power Sector: 17th Edition — 2023 A-33 TABLE 2. Banning EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 10 42,722 429,810 5 11,978 72,977 26 $8,586 1.41 1.59 0.154 Residential 20 64,222 1,008,896 16 45,540 719,733 267 $89,896 1.32 1.36 0.181 Residential - Single-Family 1 3,351 50,260 1 3,183 47,747 16 $42,050 0.13 1.72 1.237 EE Subtotal 31 110,294 1,488,966 21 60,700 840,457 309 $140,532 0.97 1.39 0.239 EE and Low Income Subtotal 31 110,294 1,488,966 21 60,700 840,457 309 $140,532 0.97 1.39 0.239 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 31 110,294 1,488,966 21 60,700 840,457 309 $140,532 0.97 1.39 0.239 EE in California’s Public Power Sector: 17th Edition — 2023 A-34 CITY OF BIGGS City of Biggs at a Glance • Climate Zone: 11 • Customers: 689 • Total annual retail sales: 8,172 MWh • Annual Retail Revenue: $1,208,737 • Annual EE expenditures for reporting year: $12,782 • Gross annual savings from reporting year portfolio: 0 MWh City of Biggs Overview The City of Biggs is primarily a residential city with one large industrial customer. A significant portion of the City's population is either low-income or senior citizens living on fixed incomes. The city has had a recent low income housing development built within the community. This housing development has energy efficient windows, etc. as well as on-site solar generation installed. Major Program and Portfolio Changes There have been no major changes in programs offered. Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-35 Program and Portfolio Highlights Commercial, Industrial & Agricultural Programs • Commercial/Industrial Lighting Program: Customized Lighting Retrofit Rebate Program available to all commercial customers and educational facilities. • Commercial HVAC Program: Customized HVAC Retrofit & Optimization Program provides generous incentives for businesses and educational facilities to update aging HVAC units or tune-up units that don’t need replacement. Residential Programs Limited complimentary EE audits are conducted by Efficiency Services Group for high-use customers. Residential Rebate Programs were suspended in FY 2019 as we did not choose to renew our Weatherization Program through Community Action Agency. We are currently analyzing a potential contract with RWI to provide energy audits & weatherization measures. Complementary Programs Low-Income Programs: Biggs works with Community Action Agency of Butte County to provide Home Energy Assistance Program (HEAP) grants to income-qualified household within our service territory.35 Complimentary on-site energy audits are performed by our partner, Efficiency Services Group, to resolve high usage complaints. Evaluation, Measurement & Verification Studies In 2007, in response to Assembly Bill (AB) 2021 (Levine, 2006), Biggs hired a third-party contractor to formulate an EM&V plan. In 2008, 2009 & 2010, Biggs contracted with Navigant Consulting to perform EE Program Evaluation studies of all programs the city offers. Those studies can be found on the NCPA website and our city website.36 With the understanding that all programs need not be evaluated every year, Biggs moved to evaluation of all programs, in three year blocks. Major Differences or Diversions from California POU TRM for Energy Savings None. 35 See https://www.buttecaa.com/. 36 See https://www.ncpa.com/about/ncpa-members/city-of-biggs/. EE in California’s Public Power Sector: 17th Edition — 2023 A-36 TABLE 1. Biggs EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) HVAC - Cooling 0 0 0 0 0 0 0 $12,782 0.000 EE Subtotal 0 0 0 0 0 0 0 $12,782 0.000 EE and Low Income Subtotal 0 0 0 0 0 0 0 $12,782 0.000 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 0 0 0 0 0 0 0 $12,782 0.000 EE in California’s Public Power Sector: 17th Edition — 2023 A-37 TABLE 2. Biggs EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 0 0 0 0 0 0 0 $12,782 0.000 EE Subtotal 0 0 0 0 0 0 0 $12,782 0.000 EE and Low Income Subtotal 0 0 0 0 0 0 0 $12,782 0.000 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 0 0 0 0 0 0 0 $12,782 0.000 EE in California’s Public Power Sector: 17th Edition — 2023 A-38 TABLE 3. Biggs EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Grocery 0 0 0 0 0 0 0 $12,782 0.000 EE Subtotal 0 0 0 0 0 0 0 $12,782 0.000 EE and Low Income Subtotal 0 0 0 0 0 0 0 $12,782 0.000 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 0 0 0 0 0 0 0 $12,782 0.000 EE in California’s Public Power Sector: 17th Edition — 2023 A-39 BURBANK WATER & POWER Burbank Water & Power at a Glance • Climate Zone: 9 • Customers: 53,252 • Total annual retail sales: 978,966 MWh • Annual Retail Revenue: $154,304,000 • Annual EE expenditures for reporting year: $2,014,683 • Gross annual savings from reporting year portfolio: 7,329 MWh Burbank Water & Power Overview Burbank Water & Power (BWP) provides essential utility services to its residential and business customers. There are 6,962 business customers in Burbank. Burbank is known as the "Media Capital of the World" and is home to The Walt Disney Company, Warner Bros Studios, The Burbank Studios, Nickelodeon, Cartoon Network, ABC Studios, Netflix, and KCET. There are also numerous small media businesses in the city. Burbank is also home to unique shopping and dining neighborhoods like Downtown Burbank and Magnolia Park. You can also visit the powerhouse Empire Center, the Burbank Town Center, and one of the largest IKEAs in North America. Residential, 631 Commercial, 6,649 Low Income, 49 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-40 Burbank also has a vibrant residential community, with 46,290 single-family and multi-family homes. BWP also offers a fiber optic networking service to its business customers. BWP's EE portfolio reflects its organizational mission to provide sustainable, affordable, and reliable service to all city residents and businesses. The Burbank City Council adopted the utility's IRP in December 2018, which directs BWP to reduce GHG emissions by beneficial electrification and renewable energy integration. BWP plays a key role in facilitating the adoption of TE through education and programs development that help customers overcome barriers to TE adoption. In FY 2022, BWP continued implementing a Used EV Rebate Program, Residential EV Charger Rebate Program, and Commercial EV Charger Rebate Program. BWP is also committed to making public charging easy. Burbank has 73 EV charging ports at 17 sites. BWP also implements the Green Choice Program, which allows residential customers to offset 100 percent of their non-renewable electricity by paying an additional 1.8 cents per kWh in addition to the standard residential electric rate. Major Program and Portfolio Changes Due to the COVID-19 pandemic and state and local stay-home orders, BWP temporarily suspended residential and commercial EE programs that provided onsite visits in March 2020. Even though changes in state and local COVID-19 orders allowed services to be performed again for efficiency programs requiring home or onsite visits in June of 2021, energy savings resulting from residential and commercial programs continued to remain lower than expected in fiscal year FY 2022. Due to the economic impact of the COVID-19 pandemic, BWP customers have accrued significant utility outstanding balances. In FY 2022, BWP continued to be focused on assisting customers and reducing economic impacts by implementing the COVID-19 Job Loss Bill Credit Program and the Low-Income Residential Assistance Program in response to the pandemic. Program and Portfolio Highlights BWP manages a comprehensive portfolio of efficiency programs for residential and commercial customers focusing on EE, peak load reduction, and greenhouse gas savings. In September 2021, BWP re-launched BWP's Home Improvement Program (HIP) with its new and refreshed program offerings. EE in California’s Public Power Sector: 17th Edition — 2023 A-41 The Home Improvement Program (HIP) is one of the most popular residential programs. It offers energy-water surveys, energy-water measures installation, and home weatherization services to all Burbank single-family and multi-family customers. The HIP services are provided at no cost to BWP customers, and all of the energy-water efficiency measures are installed in descending order of their cost-effectiveness. Furthermore, in FY 2022, BWP launched the Behavioral Demand Response Program (BDR) to engage residential customers during the summer 2021 season via the existing OPower Home Energy Management platform to achieve measurable peak demand savings. As a result, three peak events were scheduled during the summer of 2021, resulting in 0.956 MW of cumulative peak demand savings. Commercial, Industrial & Agricultural Programs Expenditures for commercial, industrial, and institutional programs were $497,916, delivering 1.47 MW of peak-load reduction and 6,649 MWh in annual energy savings. Business Rebates: Burbank businesses that retire their inefficient equipment and install new energy-efficient products are awarded rebates. Business Bucks Program: The program offers an EE survey and retrofits to small and mid-sized businesses. LED Street Lighting Project: The program is designed to retrofit the City of Burbank's inefficient HPS streetlight systems with energy-efficient LEDs. Residential Programs Expenditures for residential programs were $792,134, with the delivery of 0.22 MW of peak- load reduction and 677 MWh in annual energy savings. • AC Replace Before It Breaks Program: The program provides HVAC replacement incentives to residential customers to help them save energy by ensuring that their air conditioning system is operating at the optimal level. • Home Rewards Rebates Program: BWP provides rebates for purchasing and installing ENERGY STAR® rated appliances and high-efficiency measures. • Livingwise® Program: The program provides energy and water education services, materials, and conservation kits to sixth-grade students attending public school in Burbank. • OPower Web Portal: The portal offers residential customers web access to view their electric usage information in hourly, daily, weekly, and monthly intervals and helps them better understand their energy use and reduce their electricity consumption. • HIP: The program offers energy-water surveys, energy-water measures installation, and home weatherization services to all Burbank single-family and multi-family customers. EE in California’s Public Power Sector: 17th Edition — 2023 A-42 • Shade Tree Program: The program provides complimentary shade trees and arborist consulting services to residential and commercial customers to ensure that the trees are properly sited and planted. When properly sited, mature shade trees provide shade that helps reduce air conditioning costs. Complementary Programs • Lifeline Program: Offers a reduced electric rate and an exemption from the monthly Customer Service Charge for income-qualified customers. • Life Support Program: Offers qualified customers an exemption from the utility user tax. • Project Share Program: Offers income-qualified customers a one-time yearly stipend towards their electric utility bill. • Refrigerator Exchange Program: BWP offers income-qualified and Lifeline-approved customers a program to replace an old inefficient refrigerator with a new ENERGY STAR® certified refrigerator at no cost. • Charging Station Rebates: Residential and commercial customers who install a Level 2 EV charger or DC Fast Charger are eligible for a rebate from BWP. Residential customers can get a reimbursement for up to $1,500 per charging station for their home, and commercial customers can get a rebate for up to $15,000 per charging station for their business. • Used EV Rebates: The program offers residential customers a $1,000 rebate towards a used EV purchase to support the adoption of EVs. The program is designed for customers who prefer pre-owned EVs or have income constraints to acquire a new EV. EM&V Studies BWP is committed to providing cost-effective, ongoing EM&V efforts for its EE programs. EM&V costs are covered in the individual program budgets. In addition to periodic program audits, BWP performs the following in support of EM&V activities: BWP uses a third-party verifier to perform quality inspections for 100% of AC Replace Before It Breaks participants. Major Differences or Diversions from CA POU TRM for Energy Savings Most energy savings values used to evaluate BWP's program performance were obtained from the TRM developed for California's POUs by a third-party firm, ERS. If a specific measure cannot be found in the TRM, BWP will generally rely on a verified utility work paper or custom savings analysis along with vendor calculations to estimate energy savings. EE in California’s Public Power Sector: 17th Edition — 2023 A-43 TABLE 1. BWP EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 1,107 5,137,585 77,063,775 1,107 5,137,585 77,063,775 25,125 $772,748 14.54 2.74 0.013 Appliance & Plug Loads 2 61,731 761,514 2 61,731 761,514 254 $33,456 2.28 1.98 0.060 Building Envelope 44 37,690 771,860 44 37,690 771,860 1,157 $22,099 16.55 8.00 0.044 HVAC - Cooling 65 121,461 2,105,899 64 120,187 2,085,515 822 $213,711 2.07 2.14 0.151 Lighting - Outdoor 355 1,481,000 31,101,000 355 1,481,000 31,101,000 13,769 $348,147 14.79 7.73 0.017 Miscellaneous 105 440,201 2,545,280 105 440,201 2,545,280 867 $517,786 0.51 1.99 0.258 EE Subtotal 1,678 7,279,669 114,349,328 1,677 7,278,395 114,328,944 41,995 $1,907,947 9.19 3.38 0.023 Appliance & Plug Loads 10 49,280 246,400 10 49,280 246,400 98 $65,598 0.48 0.49 0.290 Low-Income Subtotal 10 49,280 246,400 10 49,280 246,400 98 $65,598 0.48 0.49 0.290 EE and Low Income Subtotal 1,688 7,328,949 114,595,728 1,687 7,327,675 114,575,344 42,093 $1,973,545 8.90 3.35 0.024 C&S 393 1,688,027 10,128,162 393 1,688,027 10,128,162 3,158 $41,138 25.74 25.74 0.005 C&S Subtotal 393 1,688,027 10,128,162 393 1,688,027 10,128,162 3,158 $41,138 25.74 25.74 0.005 C&S, T&D and Electrification Subtotal 393 1,688,027 10,128,162 393 1,688,027 10,128,162 3,158 $41,138 25.74 25.74 0.005 Utility Total 2,081 9,016,976 124,723,890 2,080 9,015,702 124,703,506 45,251 $2,014,683 9.24 3.52 0.022 EE in California’s Public Power Sector: 17th Edition — 2023 A-44 TABLE 2. BWP EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 1,470 6,649,114 108,439,536 1,470 6,649,114 108,439,536 38,988 $1,135,937 14.46 3.44 0.015 Residential 209 630,555 5,909,792 208 629,281 5,889,408 3,007 $772,010 1.43 2.72 0.182 EE Subtotal 1,678 7,279,669 114,349,328 1,677 7,278,395 114,328,944 41,995 $1,907,947 9.19 3.38 0.023 Residential 10 49,280 246,400 10 49,280 246,400 98 $65,598 0.48 0.49 0.290 Low-Income Subtotal 10 49,280 246,400 10 49,280 246,400 98 $65,598 0.48 0.49 0.290 EE and Low Income Subtotal 1,688 7,328,949 114,595,728 1,687 7,327,675 114,575,344 42,093 $1,973,545 8.90 3.35 0.024 Other 393 1,688,027 10,128,162 393 1,688,027 10,128,162 3,158 $41,138 25.74 25.74 0.005 C&S Subtotal 393 1,688,027 10,128,162 393 1,688,027 10,128,162 3,158 $41,138 25.74 25.74 0.005 C&S, T&D and Electrification Subtotal 393 1,688,027 10,128,162 393 1,688,027 10,128,162 3,158 $41,138 25.74 25.74 0.005 Utility Total 2,081 9,016,976 124,723,890 2,080 9,015,702 124,703,506 45,251 $2,014,683 9.24 3.52 0.022 EE in California’s Public Power Sector: 17th Edition — 2023 A-45 TABLE 3. BWP EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 1,470 6,649,114 108,439,536 1,470 6,649,114 108,439,536 38,988 $1,135,937 14.46 3.44 0.015 Residential 204 563,310 5,063,009 203 562,036 5,042,625 2,614 $735,505 1.36 2.81 0.202 Residential - Single-Family 5 67,245 846,783 5 67,245 846,783 393 $36,505 2.80 2.08 0.059 EE Subtotal 1,678 7,279,669 114,349,328 1,677 7,278,395 114,328,944 41,995 $1,907,947 9.19 3.38 0.023 Residential 10 49,280 246,400 10 49,280 246,400 98 $65,598 0.48 0.49 0.290 Low-Income Subtotal 10 49,280 246,400 10 49,280 246,400 98 $65,598 0.48 0.49 0.290 EE and Low Income Subtotal 1,688 7,328,949 114,595,728 1,687 7,327,675 114,575,344 42,093 $1,973,545 8.90 3.35 0.024 All 393 1,688,027 10,128,162 393 1,688,027 10,128,162 3,158 $41,138 25.74 25.74 0.005 C&S Subtotal 393 1,688,027 10,128,162 393 1,688,027 10,128,162 3,158 $41,138 25.74 25.74 0.005 C&S, T&D and Electrification Subtotal 393 1,688,027 10,128,162 393 1,688,027 10,128,162 3,158 $41,138 25.74 25.74 0.005 Utility Total 2,081 9,016,976 124,723,890 2,080 9,015,702 124,703,506 45,251 $2,014,683 9.24 3.52 0.022 EE in California’s Public Power Sector: 17th Edition — 2023 A-46 COLTON ELECTRIC UTILITY Colton Electric Utility at a Glance • Climate Zone: 10 • Customers: 20,329 • Total annual retail sales: 353,743 MWh • Annual Retail Revenue: $58,223,471 • Annual EE expenditures for reporting year: $534,475 • Gross annual savings from reporting year portfolio: 2,628 MWh Colton Electric Utility Overview Colton Electric Utility (CEU) continues to be committed to provide cost-effective EE and conservation programs for residents and businesses in the Colton Electric Service territory. CEU continues to investigate new strategies to engage residents and businesses to participate in EE by expanding its participation base to a new generation of online users and users that have continued to work from home. CEU continues to focus on EE rebates, direct installation programs, inter-utility partnerships with Southern California Gas Company (SoCalGas), programs to better serve the low income, and education and outreach. Residential, 598 Commercial, 1,422 Industrial, 608 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-47 Major Program and Portfolio Changes CEU continues to prepare more online services for a changing customer class of computer literate customers. The division continued to focus on online platforms to better serve customers with EE. With the launch of CEU's online audit platform, CEU continues its focus on marketing rebates for EE that continues to be available via electronic formats. CEU continues to seek innovative ways to increase kWh savings and included water savings from well upgrades and water conservation efforts. CEU used 2013 as the baseline for these savings and included the 2022savings in the report. Program and Portfolio Highlights CEU sunset the COVID-19 Assistance Program when State funds for assistance was distributed through the utilities service territory in San Bernardino County. The program was administered through the Community Action Partnership which assists customers who have been impacted by COVID-19 to have all utility bills including mortgage payments paid for. All Colton residents suffering from the impacts are now referred to this program. CEU continues to offer low-income assistance programs that helps customers continuously throughout the year. Commercial, Industrial & Agricultural Programs • EE Rebates Non-Residential: Commercial and industrial customers participating in lighting and equipment upgrades and custom measures were rebated $0.10 per kWh saved on the projected first year’s savings. • Municipal DI: This program provided direct installation of EE measures throughout City owned facilities. • Commercial DI: Small business customers with less than 20 kW participated in an energy audit and DI of EE measures up to $5,000 per business. • The C&I Energy Rebate Program provides rebates to C&I customers that install new EE equipment from lighting upgrades to programs specific to the customer’s business. The amount of the rebate depends upon the annual energy savings. • Lighting and Equipment Upgrade Rebates: C&I buildings can benefit from substantial rebates given for improving lighting and equipment by increasing EE and lowering consumption. CED offer $.10 per kWh saved on the projected first year of savings. • Online Energy Review for TOU accounts: SATEC is an online energy review CEU used to provide its TOU customers with their interval data. Since this platform did not provide customer-interfacing access, Colton will retire this program and will investigate other options. • Commercial Energy Audit: Small commercial businesses that use less than 30 kWh annually qualify to participate in CED commercial energy audit. Businesses can be eligible for additional DI opportunities depending on audit recommendations. CEU is EE in California’s Public Power Sector: 17th Edition — 2023 A-48 offering $1,000 of DI measured recommendations. This is a program to assist small businesses who are concerned with their energy consumption and want to learn how they can minimize their usage, shift their load, and save on energy costs. • Multifamily EE DI Program: apartment complexes throughout CEU territory can apply to have common area EE upgrades in lighting, thermostats, and AC tune-ups. Residential Programs • EE Upgrade Rebates: CEU offers varying rebates on a number of home EE improvements. Currently CEU offers rebates on: Occupancy sensors, Energy Star® ceiling fans, box fans, pool pumps, solar attic fans, whole house fans, room ACs, evaporative coolers, solar tube lights, Energy Star® clothes washer, Energy Star® dishwasher and Energy Star® refrigerators. Customers who participate in the rebate program will experience a reduction in their annual energy costs. • AC Tune-Up Rebate: This program offers a rebate for preventative maintenance on residential customer AC units up to 5 tons in size. The program requires the customer to select their own licensed AC contractor that will replace filters, checks refrigerant levels, and adjusts the AC unit to minimize seasonal air conditioning costs. • AC Upgrade and Replacement Program: This program offers up to $150 per ton rebate to replace a Seasonal EE Ratio (SEER) 11 or lower AC system with a SEER 16 or higher AC system. Upgrading AC systems will significantly lower residential customer’s energy costs. • Online Energy Audit: CEU’s new online energy assessment tool assists customers find ways to save energy and money. The MyEnergyXpert is easy to use and designed to be completed in just a few minutes. This assessment tool provides an easy to follow improvement plan. Residents will also be connected to rebates available through the online platform that also links to the WebShop. • Refrigerator Replacement Program (Appliance Recycling Centers of America (ARCA): CEU provides a new ENERGY STAR® refrigerator to replace an existing inefficient refrigerator for qualified customers for the low cost of $240. The customer is charged $20 a month for 12 consecutive months. To qualify for the new refrigerator, customers must have an older, inefficient refrigerator that CEU can recycle. • Residential Energy Audit: CEU residential customers with energy usage of over 10,000 kWh annually can qualify to participate in a residential energy audit. Participants can be eligible for additional DI opportunities depending on audit recommendations. For customers who previously participated in an energy audit in the past two years with over 10,000 kWh of usage they can participate in up to $500 of DI measured recommendations. • Residential WebShop: CEU residents can now purchase LED light bulbs, smart power strips, holiday lights and smart thermostats from the comfort of their own home. CEU provides up to $50.00 per FY to buy down the cost of these items and provides free EE in California’s Public Power Sector: 17th Edition — 2023 A-49 shipping. The customer can order directly from CEU’s website and the items are shipped directly to the customer’s home. • Residential Weatherization Rebates: CEU offers residential customers rebates for installing replacement windows and insulation in their homes. Windows must meet Energy Star® approval with a U-Factor less than 0.35 and SHGC less than 0.30 at a rebate amount of $4.00 per sq. ft. Insulation may be added to the attic, and/or exterior walls. Rebates will also be provided for radiant barriers installed within the attic space. Insulation and radiant barrier must meet the following R-Values: o Attic Insulation - Minimum R-30 Rebate is $0.40 per sq. ft. o Radiant Barrier - Minimum R-19 Rebate is $0.30 per sq. ft. o Exterior Walls - Minimum R-13 Rebate is $0.20 per sq. ft. • Treebate: CEU residents are offered up to $50.00 a tree to plant an approved tree on their property that would reduce their energy bill by providing shade to their home. Residents have a maximum of five trees in a lifetime. • Arbor Day Foundation Tree Program: CEU residents are offered shade trees to plant on their property that would reduce their energy bill by providing shade to their home. Residents go online to use an interactive geographical information system map that illustrates where the highest energy savings is for their home depending on where they plant the tree. Residents preregister online and the trees are picked up at the City's annual Earth Day Event. Complementary Programs • Low-Income Programs: Income qualified applicants were provided with a Tier 1 allotment increase of 139 kWh. This brings the Tier 1 allotment from 250 kWh to 389 kWh each month for 12 consecutive months from the date of approval. • Low-Income Community Solar: Customers who qualify for our low income assistance program and also have low energy use, may qualify for our new Low Income Community Solar Program. Participants receive a monthly credit towards their bill using solar energy provided by the City’s Community Solar System. • Renewable Energy Programs: This reporting year Public Benefit Funds did not fund any renewable energy programs. The Electric Utility enterprise fund funded the planning and construction of a community solar project. • Low-Income Programs: Income qualified applicants were provided with a Tier 1 allotment increase of 139 kWh. This brings the Tier 1 allotment from 250 kWh to 389 kWh each month for 12 consecutive months from the date of approval. • Low-Income Community Solar: Customers who qualify for our low income assistance program and also have low energy use, may qualify for our new Low Income Community Solar Program. Participants receive a monthly credit towards their bill using solar energy provided by the City’s Community Solar System. EE in California’s Public Power Sector: 17th Edition — 2023 A-50 • Renewable Energy Programs: This reporting year Public Benefit Funds did not fund any renewable energy programs. The Electric Utility enterprise fund funded the planning and construction of a community solar project. • Energy Saving Tree Program: Residents can sign up for the Community Canopy program. This is a program that combines trees with an interactive web experience to help homeowners & communities save energy and money by strategically planting trees to maximize their environmental benefits. • Tinker Program: The Tinker Program provides over 500 EE and water conservation kits to 6th grade Colton Unified School District students. As part of the program students and parents will install resource efficiency measures in their homes. Students and parents learn how to measure pre-existing devices to calculate saving that is generated by their efficiency upgrade. The goal of the program is to change customer behavior and experience energy savings from their actions. • Low Income Mobile Home EE Program: in partnership with SoCalGas, CEU offers mobile home building envelope and lighting retrofits to qualifying customers at the same time as SoCalGas. SoCalGas provides gas and water saving efficiency measure DI. • Low-Income Programs: Income qualified applicants were provided with a Tier 1 allotment increase of 139 kWh. This brings the Tier 1 allotment from 250 kWh to 389 kWh each month for 12 consecutive months from the date of approval. • Low-Income Community Solar: Customers who qualify for our low income assistance program and also have low energy use, may qualify for our new Low Income Community Solar Program. Participants receive a monthly $ credit towards their bill using solar energy provided by the City’s Community Solar System. • Renewable Energy Programs: This reporting year Public Benefit Funds did not fund any renewable energy programs. The Electric Utility enterprise fund has funded the planning and construction of a community solar project in the past. • RD&D: CEU participated in an emerging technology demonstration of a solar powered, ductless mini-split air conditioning systems in a commercial setting. CEU placed the unit on the City of Colton Water Department outdoor water pumping house. The results of the study are available online at www.coltononline.com. • EVs: CEU continues to grow its EV program. The utility currently has 17 level II public chargers available, an EV rate which adds 250 kWh to residential 2nd Tier of energy, and an EV charger rebate of $500 for level II chargers. CEU also installed seven Level II chargers for fleet and one fast charger. CEU continues to work on facilitating the state incentives to expand fleet electric vehicles with participation in the Low Carbon Fuel Standard (LCFS) and developing rebate programs to incentivize customers to participate. • Energy Storage: CEU participates in an energy storage working group through SCPPA. Energy storage is being renewed for future participation. CEU has purchased 8 Ice Bear thermal energy storage units for installation in 2018 as part of a trial project. EE in California’s Public Power Sector: 17th Edition — 2023 A-51 • Digital Monthly Newsletter on EE: residential and commercial customers receive a monthly newsletter that provides current information on EE and energy education. It is emailed in a digital print format but also includes video clips on EE. CEU also posts the articles from the newsletter to CEU’s social media platforms. EM&V Studies CEU contracts with Alternative Energy Services Consulting (AESC) annually to complete CEU programs studies of the residential and commercial program and associated savings. Current studies are available on the CEU website.37 CEU will continue to make EM&V reports available to the CEC and other parties as they are completed and will continue with its EM&V programs and practices in the future budgeting $10,000 per year. Major Differences or Diversions from California POU TRM for Energy Savings The sources used to calculate program performance were the TRM and DEER data. The TRM was utilized for all measures that had not been updated in the 2016 Title 24 code changes. 37 www.ci.colton.ca.us/DocumentCenter/View/3225. EE in California’s Public Power Sector: 17th Edition — 2023 A-52 TABLE 1. CEU EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 49 382,986 4,313,799 49 382,986 4,313,799 1,453 $59,593 7.00 2.49 0.019 Appliance & Plug Loads 6 44,515 642,259 3 22,818 325,289 112 $30,579 1.22 0.48 0.128 Building Envelope 18 52,402 1,099,026 18 52,203 1,095,860 407 $39,102 5.49 3.06 0.055 HVAC - Cooling 36 63,571 973,215 34 57,556 906,116 339 $87,032 2.15 2.54 0.142 Lighting - Indoor 117 619,255 6,386,793 116 617,748 6,362,681 1,947 $248,872 2.38 2.30 0.053 Miscellaneous 9 68,094 749,031 9 68,094 749,031 846 $41,480 3.55 6.99 0.074 Water Pumping / Irrigation 239 1,396,965 2,793,930 239 1,396,965 2,793,930 557 $27,818 5.71 5.71 0.020 EE Subtotal 474 2,627,787 16,958,054 469 2,598,370 16,546,706 5,660 $534,475 3.28 2.52 0.047 EE and Low Income Subtotal 474 2,627,787 16,958,054 469 2,598,370 16,546,706 5,660 $534,475 3.28 2.52 0.047 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 474 2,627,787 16,958,054 469 2,598,370 16,546,706 5,660 $534,475 3.28 2.52 0.047 EE in California’s Public Power Sector: 17th Edition — 2023 A-53 TABLE 2. CEU EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 261 1,422,405 3,204,673 261 1,422,341 3,203,646 703 $167,030 1.36 1.64 0.100 Industrial 115 607,777 6,135,408 115 607,777 6,135,408 1,869 $144,051 3.96 3.66 0.031 Residential 98 597,605 7,617,972 93 568,252 7,207,652 3,088 $223,394 4.28 2.38 0.043 EE Subtotal 474 2,627,787 16,958,054 469 2,598,370 16,546,706 5,660 $534,475 3.28 2.52 0.047 EE and Low Income Subtotal 474 2,627,787 16,958,054 469 2,598,370 16,546,706 5,660 $534,475 3.28 2.52 0.047 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 474 2,627,787 16,958,054 469 2,598,370 16,546,706 5,660 $534,475 3.28 2.52 0.047 EE in California’s Public Power Sector: 17th Edition — 2023 A-54 TABLE 3. CEU EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 21 27,664 356,004 21 23,404 294,564 109 $14,310 4.23 0.88 0.065 Education - Primary School 0 185 2,960 0 157 2,516 1 $24,411 0.01 0.09 13.832 Education - Secondary School 16 64,913 1,103,521 16 64,913 1,103,521 303 $14,019 5.83 7.99 0.018 Lodging - Hotel 0 801 12,816 0 801 12,816 3 $1,173 1.33 2.21 0.130 Manufacturing Light Industrial 95 521,991 4,697,919 95 521,991 4,697,919 1,457 $105,688 4.34 4.34 0.029 Office - Large 1 7,822 195,550 1 7,822 195,550 67 $97,291 0.19 0.19 0.803 Other Agricultural 239 1,396,965 2,793,930 239 1,396,965 2,793,930 557 $27,818 5.71 5.71 0.020 Other Commercial 0 243 3,888 0 207 3,305 1 $6,591 0.05 0.27 2.843 Residential 3 21,977 336,042 1 7,982 122,778 45 $22,934 0.66 1.11 0.256 Residential - Single-Family 94 564,353 7,121,455 91 553,255 6,985,839 3,008 $195,898 4.74 2.84 0.039 Retail - Large 4 20,873 333,968 4 20,873 333,968 108 $24,344 1.26 0.77 0.104 EE Subtotal 474 2,627,787 16,958,054 469 2,598,370 16,546,706 5,660 $534,475 3.28 2.52 0.047 EE and Low Income Subtotal 474 2,627,787 16,958,054 469 2,598,370 16,546,706 5,660 $534,475 3.28 2.52 0.047 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 474 2,627,787 16,958,054 469 2,598,370 16,546,706 5,660 $534,475 3.28 2.52 0.047 EE in California’s Public Power Sector: 17th Edition — 2023 A-55 CORONA DEPARTMENT OF WATER & POWER Corona Department of Water & Power at a Glance • Climate Zone: 10 • Customers: 2,800 • Total annual retail sales: 143,300 MWh • Annual Retail Revenue: $15,580 • Annual EE expenditures for reporting year: $0 • Gross annual savings from reporting year portfolio: 0 MWh Corona Department of Water & Power Overview Corona Department of Water & Power (DWP) began serving electric customers in 2001 with unbundled generation services to existing investor-owned utility customers and bundled service to customers continuing to build new facilities located in the designated service territory. The peak demand was 27.4 megawatts (4.8% less than last year). Customers reside in climate zone 10 and 95% of energy sales were to non-residential customers. All bundled customers' facilities met the applicable Title 24 requirements. The recent age of these facilities provide less EE upgrade opportunities. DWP continued to offer customers the same EE programs. Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-56 Major Program and Portfolio Changes DWP continued to offer customers the same EE programs. Program and Portfolio Highlights DWP serves municipal facilities that can be interrupted as scheduled. No EE incentive payments were disbursed to customers. Commercial, Industrial & Agricultural Programs On-site energy audits that analyze customer usage and demand to develop recommendations designed to improve EE and reduce load requirements. Rebates are available for EE upgrades identified in these audits. Verification services to ensure appropriate installation of recommended measures are also provided. • Incentives are available to install cost effective lighting applications that reduce energy usage by a specified amount. • Incentives are available to install cost effective HVAC units that reduce annual energy usage or load requirements by a specified amount. • Incentives are available to install cost effective refrigeration equipment that reduces annual energy usage or load requirements by a specified amount. • Incentives are available to install cost effective motors, pumps, and equipment that reduce annual energy usage by a specified amount. • Incentives are available for the direct funding of projects on the utility-side of the meter that provide benefits to customers in terms of improved safety, system integrity, EE, conservation, or research and development. Residential Programs On-site energy audits that analyze customer usage and demand to develop recommendations designed to improve EE and reduce load requirements. Rebates are available for EE upgrades identified in these audits. Verification services to ensure appropriate installation of recommended measures are also provided. • Offer EE kits that include low flow showerheads, low flow faucet aerators, and energy conservation tips brochure. • Rebates are available for installing Energy Star® washing machines. • Incentives are available to improve EE for lighting applications, which reduce energy usage by a specified amount. • Incentives are available for installing cost-effective HVAC units that reduce annual energy usage or load requirements by a specified amount. EE in California’s Public Power Sector: 17th Edition — 2023 A-57 • Incentives are available to install pool pumps, which reduce energy usage by a specified amount. • Incentives are available to install whole house fans, which reduce energy usage by a specified amount. Complementary Programs • Eight customers are billed on DWP’s net metering tariff schedule. • DWP has installed 350 kW of photovoltaic systems. • DWP installed eight electric charging vehicle stations. • DWP’s energy storage goal is to procure cost-effective energy storage applications equal to one percent (1%) of its peak load during calendar year 2020, with installations occurring no later than the end of calendar years 2021. No specific cost-effective energy storage application has been identified to date. EM&V Studies Engineering analysis programs are the basis for energy savings and incentive calculations. Major Differences or Diversions from California POU TRM for Energy Savings None. EE in California’s Public Power Sector: 17th Edition — 2023 A-58 TABLE 1. Corona EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Lighting - Indoor 0 0 0 0 0 0 0 $0 0.000 EE Subtotal 0 0 0 0 0 0 0 $0 0.000 EE and Low Income Subtotal 0 0 0 0 0 0 0 $0 0.000 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 0 0 0 0 0 0 0 $0 0.000 EE in California’s Public Power Sector: 17th Edition — 2023 A-59 TABLE 2. Corona EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 0 0 0 0 0 0 0 $0 0.000 EE Subtotal 0 0 0 0 0 0 0 $0 0.000 EE and Low Income Subtotal 0 0 0 0 0 0 0 $0 0.000 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 0 0 0 0 0 0 0 $0 0.000 EE in California’s Public Power Sector: 17th Edition — 2023 A-60 TABLE 3. Corona EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Retail - Big Box 0 0 0 0 0 0 0 $0 0.000 EE Subtotal 0 0 0 0 0 0 0 $0 0.000 EE and Low Income Subtotal 0 0 0 0 0 0 0 $0 0.000 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 0 0 0 0 0 0 0 $0 0.000 EE in California’s Public Power Sector: 17th Edition — 2023 A-61 GLENDALE WATER & POWER Glendale Water & Power at a Glance • Climate Zone: 9 • Customers: 90,283 • Total annual retail sales: 985,525 MWh • Annual Retail Revenue: $201,959,000 • Annual EE expenditures for reporting year: $3,300,536 • Gross annual savings from reporting year portfolio: 15,378 MWh Glendale Water & Power Overview Glendale Water & Power (GWP) is a municipal utility that serves the citizens and community of Glendale, California including over 34,000 water customers and 90,000 electric customers. The city of Glendale is located in Climate Zone 9 with a population of 203,000 in 31 square miles. GWP continues to help residents and businesses become wise stewards of the planet's natural resources and to wisely manage energy costs at home and at work through GWP’s Residential Water and EE Programs, Business Programs and Community Programs. Residential, 8,497 Commercial, 2,750 Other, 69 T&D, 4,062 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-62 For FY 2022 reporting year, GWP‘s EE programs and transmission and distribution programs produced a total Net Annual Energy Savings of 15,343 MWh and reduced peak demand by 1.5 MW. With a modernized utility system, GWP will continue to invest significant resources in conservation and EE programs for commercial, industrial, and residential customers. Increasing customer engagement through various innovative programs will enable Glendale customers to be stewards in conservation by giving them the tools to empower them. Glendale is fully supportive of ensuring a clean energy future for its citizens. On August 16, 2022, the Glendale City Council adopted Resolution No. 22-125. This resolution intends for the City of Glendale to achieve 100% clean, renewable, or non-carbon emitting energy excluding renewable biofuels not already permitted or approved, by no later than 2035. The resolution also intends for the City of Glendale to adopt policies and practices designed to reach a goal of having at least 10% of GWP customers adopt solar and energy storage systems by 2027, and develop additional demand management measures, with a minimum total peak dispatchable and peak-load-reducing capacity of 100 MW. Subsequently, in August 2022, GWP hired a consultant to review its current low-income, EE, renewable energy, and RD&D program portfolio with the purpose of analyzing the potential for increased EE, load management, and distributed energy resources to augment the GWP power system. GWP is working towards implementing some of the recommendations and best practices and utilizing the findings of this report as a roadmap to assist in the improvement of our program portfolio in the upcoming years. GWP supports the City’s clean energy future and is committed to developing policies and programs to realize such. We continue to invest significant resources in conservation and EE programs for commercial, industrial, and residential customers. Glendale has been and will continue its commitment to transitioning to a low-carbon future through reliable, affordable, and sustainable clean energy projects, establishing GWP as a clean energy leader. Major Program and Portfolio Changes In FY 2022 GWP experienced increased participation in multiple EE programs which resulted in higher kWh savings. During this reporting year, GWP was able to reopen customer programs that were closed during the pandemic. The reopening of the Smart Home Energy and Water Saving Upgrade program along with the launch of the new Business Energy Upgrade program yielded a higher kW and kWh savings for our overall portfolio. GWP expected a higher kW energy savings from our new Demand Response (DR) Peak Savings Program but reported lower kW energy savings. We concluded that the capacity of the DR program is expected to ramp up over the next two-and-a-half-year term as additional customers enroll in this new program. Program and Portfolio Highlights GWP’s new Business Energy Upgrade program, Home Energy Reports, Business Energy Solutions (BES) Program and the Smart Home Energy and Water Saving Upgrade Program continued to produce the most energy savings. The Home Energy Reports had the greatest EE in California’s Public Power Sector: 17th Edition — 2023 A-63 impact on residential customers. The Home Energy Reports program also reached the majority of customers and provided constant communication and engagement. GWP also launched the Weekly Energy Updates to engage and educate customers with personalized insights and programs marketing via email. GWP’s Business Energy Solutions (BES) Program is a CMUA award winning program that is designed to allow GWP large business customers the flexibility to define their own needs and develop their own EE projects. The BES program guidelines were changed by increasing the total incentive cap to $100,000 per fiscal year and also increasing the incentive per project to 40% of eligible project cost. Commercial, Industrial & Agricultural Programs Becoming EE partners with our C&I customers has always been one of Glendale’s priorities. • BES: CMUA award winning program that provides incentives for medium and large businesses to complete pre-approved energy saving retrofit projects. Qualified customers can receive up to $100,000 (increased from $50,000 in FY 2022) in incentives per fiscal year. Projects must be cost-effective from the customer’s perspective based on the value of total estimated energy savings over the life of the installed measures. Incentives for approved retrofit projects are limited to 40% (increased from 20% in FY 2022) of eligible project cost or 100% of the incremental costs necessary to bring a remodeling and/or new construction project above the minimum Title 24 energy standard. In no case will an incentive exceed the value saved energy over the life of the measures assuming $0.06 per kWh saved. • Peak Savings Program: Launched in April of 2021 and implemented by Franklin Energy. This program provides commercial DR. By 2024, the program is expected to offer up to 4 MW of DR capacity from commercial customers during up to 15 peak load events per year. At the end of FY 2022, a total of 0.545 MW was under control, representing 13% of the four year commercial program goal. The capacity of the program is expected to ramp up over the next two-and-a-half-year term as additional customers enroll. • Business Energy Upgrade Program: A seven-year Commercial DI EE Program that will deliver up to 8.3 MW and 36,500 MWh of EE improvements in commercial buildings by the end of the program term, with an expected average 12.5-year life for the installed EE measures. At the end of FY 2022, a total of 1,423 MWh energy savings were delivered. Residential Programs • Home Energy Reports: Provides print and email reports annually to residential customers on their energy use. Reports also include action steps for each household to help them reduce their electricity consumption. Currently, the program is integrating the existing two-month billing data and a wealth of external data sources to educate customers on how they can save energy. The home energy report includes their Smart Grid data and access to the website where they can review their energy usage. The EE in California’s Public Power Sector: 17th Edition — 2023 A-64 addition of interval electric usage data has given customers the ability to view their usage in monthly, weekly, daily or hourly intervals. • High Bill Alerts: These alerts are designed to analyze Automated Metering Infrastructure (AMI) data to help customers save energy and money when they are likely to consume more energy than usual for a billing period. Before the end of a billing period, High Bill Alerts inform customers that they are likely to have high energy use, and they provide insights to help customers reduce their consumption before the billing period ends. • Weekly Energy Updates: A weekly email report sent to customers to inform them of their energy usage patterns, trends, and projected energy usage or costs. • Smart Home Energy and Water Savings Rebates: Provides incentives to promote the purchase of approved energy and water saving appliances and devices. GWP began to offer rebates for various all-electric home appliances for customers to electrify their home. To facilitate and expedite the application process, GWP offers an easy-to-use web portal for residents to submit their rebate applications online. • Tree Power: Provides up to three free shade trees and arborist services to ensure that the trees are planted correctly. When properly sited and cared for, a healthy, mature shade tree helps provide shade that cools the home and helps reduce air conditioning use. • In-Home Display/Thermostat Program: GWP partnered with CEIVA Energy, LLC to provide a unique In-Home Display (IHD) solution for residential customers. The CEIVA IHD is a digital picture frame that integrates customer’s personal photographs with meaningful and useful historical water usage information and near real time electric consumption information. The CEIVA IHD works as a home gateway that simultaneously communicates with GWP’s electric digital meters as well as the customer’s existing home networks via Wi-Fi or Ethernet. In addition to providing interval energy and water consumption usage information, GWP has the ability to enhance outreach by pushing the EE program, conservation, and event messages directly to the IHD. This program was modified and it now integrated the installation of smart thermostats. • Smart Home Energy and Water Saving Upgrade Program: The Smart Home Energy and Water Saving Upgrades program evaluates the efficiency of customer homes, installs low-cost energy and water saving devices, and makes recommendations regarding additional energy and water measures customers can implement. The program inspects a number of energy and water saving measures, including lighting, HVAC systems, attic insulation, temperature setting for home environment and appliances, and water flow rates at all sinks, showers, and toilets. Additionally, the program installs several measures at no cost to the customer, including LED lights, low flow shower heads, faucet aerators, toilet displacement devices and toilet flappers. • Online Marketplace: An online marketplace that allows Glendale residents to obtain program eligible energy and water saving products easily and quickly without having to visit a retail store nor the need to fill out incentive or rebate applications. EE in California’s Public Power Sector: 17th Edition — 2023 A-65 Complementary Programs Low Income Programs: In FY 2022, 49% of the annual Public Benefit Charge (PBC) expenditure went towards funding the low-income programs described below: • Glendale Care: This program offers all eligible low-income customers a discount of $17.50 on their electric bills, which is an increase from the previous discount of $15.00. • Senior Care: This program provides electric bill discounts for low-income seniors and disabled customers 55 and older. Senior Care was closed to new participants in 2009 when Glendale Care was implemented. • Helping Hand: This program provides bill payment and deposit assistance for low- income customers who are experiencing a temporary financial emergency and having trouble paying for their utility services providing up to $150 towards a bill payment or deposit. • Guardian: This program provides bill discounts for households with special electrically powered medical equipment needs. TE: GWP continues to respond to the growing EV demand by investing in EV infrastructure and customer programs. • EV Infrastructure: GWP will significantly increase its public charging network to make EV charging more accessible and accommodate a greater number of electric vehicles on the road. GWP plans to install at least 30 new publicly accessible EV chargers per year. • EV Level II Charger Rebate: This program offers rebates of up to $599 for residential customers, and up to $3,000 per charger for commercial or multi-family building customers who install a new Level 2 EV charging station. Rebates are for out-of-pocket expenses for the purchase of EV chargers, installation, and permit fees. Commercial or multi-family building customers can also receive an additional $3,000 rebate per charger if their chargers meet one of the following criteria: Installed charger is a DC fast charger, installed chargers are publicly accessible, chargers are installed at an educational institution, chargers are installed in a DAC, chargers are installed in an income qualified housing structure. • Bring Your Own Charger Program: Provides a monthly incentive of $8 to EV drivers who set their vehicles to charge during off-peak hours, helping to reduce peak load. This program uses AMI data to verify charging times, making the program available to any electric vehicle and any EV charger. Similar programs require vehicle and charger telematics, which limits the types of EVs and EV chargers that can participate in the program. Over 450 customers are currently enrolled in this program. • EV Customer Awareness Website: GWP launched its EV customer awareness website which provides customers with information on new and used Electric vehicles, incentives, home charging options, EV dealers, and a public charging station map. EE in California’s Public Power Sector: 17th Edition — 2023 A-66 • Electric Bookmobile: Sponsored the purchase of an electric bookmobile for the City’s Library Arts and Culture department by providing $100,000 towards the purchase. • EV Autonomous Renewable Charge (EV ARC) Station: GWP purchased a standalone, transportable, solar-powered EV charger that can charge electric vehicles completely off-grid. The EV ARC station can also be used as a power source during emergencies where other electricity sources are unavailable. The EV ARC station is currently located at a public parking lot and available to the community. RD&D: • Conservation Voltage Reduction (CVR): GWP partnered with Dominion Voltage, Inc. (DVI) to provide their EDGE solution, a conservation voltage reduction (CVR) program. CVR conserves electricity by operating electric customer voltages in the lower half of the ten percent (10%) voltage band required by ANSI equipment standards. The CVR program builds on GWP’s investment in AMI by using the data generated by smart meters to reduce power costs by increasing the efficiency of GWP’s distribution system. During FY 2022, the program produced energy savings of 4,062 MWh. EM&V Studies GWP plans to initiate EM&V analysis of EE programs in FY 2024 in support of AB 2021 (Wicks, 2022). For FY 2024 Glendale has budgeted $50,000 to its EE budget to conduct EM&V studies through the use of a third-party contractor. GWP will select EE programs based on the kWh savings. The purpose of the EM&V study is to ensure that measures are installed as claimed by GWP and to lend credibility to GWP’s savings reports as compared to the industry standards that were available at the time of GWP’s program processing and implementation. It is Glendale’s plan to review all EE programs in terms of cost effectiveness, customer participation and administration. Currently GWP consistently performs the following in support of EM&V activities: • A pre and post-inspection of 100% of all large commercial retrofit projects under the Business Energy Solutions program, including a review of their energy-saving calculations. • All residential and commercial solar PV installations are field inspected and verified by city personnel for compliance. • Energy assessments and installations for Glendale’s Business Energy Upgrade Program have high inspection rates that are performed by the consultant. Major Differences or Diversions from California POU TRM for Energy Savings The sources of energy savings used to calculate program performance was a combination of using the TRM, work papers and third-party EE verification. EE in California’s Public Power Sector: 17th Edition — 2023 A-67 TABLE 1. GWP EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Appliance & Plug Loads 1 48,292 600,914 1 30,604 385,470 139 $46,119 0.87 0.84 0.163 Building Envelope 4 6,431 102,311 1 1,801 28,647 10 $3,750 1.43 0.93 0.191 HVAC - Cooling 1,055 1,142,666 16,281,759 1,053 1,138,006 16,208,886 5,225 $1,367,184 1.93 0.82 0.118 Lighting - Indoor 92 421,974 5,133,096 92 413,992 5,005,385 1,557 $85,858 7.67 2.08 0.023 Lighting - Outdoor 0 69,051 1,450,071 0 69,051 1,450,071 653 $16,308 10.65 10.65 0.017 Miscellaneous 358 9,627,130 40,662,314 358 9,627,130 40,662,314 11,938 $1,643,161 2.21 2.21 0.059 Service & Domestic Hot Water 0 800 8,800 0 480 5,280 2 $551 0.85 0.55 0.139 EE Subtotal 1,510 11,316,344 64,239,265 1,504 11,281,064 63,746,054 19,524 $3,162,930 2.26 1.37 0.071 EE and Low Income Subtotal 1,510 11,316,344 64,239,265 1,504 11,281,064 63,746,054 19,524 $3,162,930 2.26 1.37 0.071 All 0 4,062,000 8,124,000 0 4,062,000 8,124,000 1,878 $137,606 2.72 2.72 0.034 T&D Subtotal 0 4,062,000 8,124,000 0 4,062,000 8,124,000 1,878 $137,606 2.72 2.72 0.034 C&S, T&D and Electrification Subtotal 0 4,062,000 8,124,000 0 4,062,000 8,124,000 1,878 $137,606 2.72 2.72 0.034 Utility Total 1,510 15,378,344 72,363,265 1,504 15,343,064 71,870,054 21,402 $3,300,536 2.28 1.40 0.068 EE in California’s Public Power Sector: 17th Edition — 2023 A-68 TABLE 2. GWP EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 460 2,750,418 33,199,428 460 2,750,418 33,199,428 10,243 $868,658 4.59 1.38 0.035 Other 777 69,051 1,450,071 777 69,051 1,450,071 653 $917,575 0.37 0.37 0.978 Residential 273 8,496,875 29,589,766 267 8,461,595 29,096,555 8,628 $1,376,697 2.05 1.99 0.073 EE Subtotal 1,510 11,316,344 64,239,265 1,504 11,281,064 63,746,054 19,524 $3,162,930 2.26 1.37 0.071 EE and Low Income Subtotal 1,510 11,316,344 64,239,265 1,504 11,281,064 63,746,054 19,524 $3,162,930 2.26 1.37 0.071 Residential 0 4,062,000 8,124,000 0 4,062,000 8,124,000 1,878 $137,606 2.72 2.72 0.034 T&D Subtotal 0 4,062,000 8,124,000 0 4,062,000 8,124,000 1,878 $137,606 2.72 2.72 0.034 C&S, T&D and Electrification Subtotal 0 4,062,000 8,124,000 0 4,062,000 8,124,000 1,878 $137,606 2.72 2.72 0.034 Utility Total 1,510 15,378,344 72,363,265 1,504 15,343,064 71,870,054 21,402 $3,300,536 2.28 1.40 0.068 EE in California’s Public Power Sector: 17th Edition — 2023 A-69 TABLE 3. GWP EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 996 1,496,004 17,146,554 996 1,494,579 17,130,881 5,518 $1,510,102 1.42 1.43 0.119 Office - Large 241 1,327,027 17,542,127 241 1,327,027 17,542,127 5,388 $279,986 7.79 0.95 0.022 Residential 268 8,452,518 29,031,568 265 8,433,956 28,743,475 8,504 $1,337,855 2.08 2.02 0.072 Residential - Single-Family 5 40,795 519,016 2 25,502 329,571 113 $34,987 1.08 1.10 0.146 EE Subtotal 1,510 11,316,344 64,239,265 1,504 11,281,064 63,746,054 19,524 $3,162,930 2.26 1.37 0.071 EE and Low Income Subtotal 1,510 11,316,344 64,239,265 1,504 11,281,064 63,746,054 19,524 $3,162,930 2.26 1.37 0.071 All 0 4,062,000 8,124,000 0 4,062,000 8,124,000 1,878 $137,606 2.72 2.72 0.034 T&D Subtotal 0 4,062,000 8,124,000 0 4,062,000 8,124,000 1,878 $137,606 2.72 2.72 0.034 C&S, T&D and Electrification Subtotal 0 4,062,000 8,124,000 0 4,062,000 8,124,000 1,878 $137,606 2.72 2.72 0.034 Utility Total 1,510 15,378,344 72,363,265 1,504 15,343,064 71,870,054 21,402 $3,300,536 2.28 1.40 0.068 EE in California’s Public Power Sector: 17th Edition — 2023 A-70 GRIDLEY MUNICIPAL UTILITY Gridley Municipal Utility at a Glance • Climate Zone: 11 • Customers: 2,893 • Total annual retail sales: 31,607 MWh • Annual Retail Revenue: $704,893 • Annual EE expenditures for reporting year: $97,916 • Gross annual savings from reporting year portfolio: 266 MWh Gridley Municipal Utility Overview Gridley is a neighborhood community with agricultural roots and an historic downtown. It's located in Butte County, California, United States, 29 miles south of Chico, California and 56 miles north of Sacramento, California. Gridley Municipal Utility (GMU) feels a significant responsibility to its community to invest their Public Benefits funds in such a way as to impact both energy savings and financial savings/positive economics in Gridley. GMU offers a comprehensive menu of rebates to all residential and C&I customers. GMU’s customer demographic has historically resulted in lower customer participation in programs that require capital investment by the customer. Residential, 2 Commercial, 264 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-71 Major Program and Portfolio Changes There were no major program changes implemented in FY 2022. GMU has offered a comprehensive menu of EE rebate programs for many years. Both customers and local contractors find value in maintaining a consistent program. Program activity for FY 2022 has increased from last year. Program activity tends to fluctuate from year to year. In FY 2022, GMU achieved 279% of the annual EE target and 95% of the EE targets for net kWh over the last three years. Program and Portfolio Highlights The commercial program is typically responsible for a large percentage of the energy savings. In FY 2022 the commercial program contributed 99% of the net annual energy savings. GMU is pleased to be able to support local businesses with the program and hopes to continue to see increased participation in the future. Commercial, Industrial & Agricultural Programs GMU manages a comprehensive EE incentive program for commercial customers focusing on EE and peak load reduction. Rebates are available for upgraded lighting, HVAC, appliances, refrigeration equipment, electronics, and in cases where an analysis is performed rebates can be offered for additional equipment that reduces energy use and/or demand. On-site energy audits are provided by energy specialists. EE measures are recommended, and additional visits are completed upon request. • Commercial Lighting Program: GMU offers rebates to business owners who invest in the installation of EE lighting upgrades. There is a prevalence of inefficient lighting throughout the city and most high bay lighting uses high intensity discharge fixtures instead of more efficient fluorescent or LED fixtures. • Commercial HVAC: The City offers rebates to commercial customers for energy efficient HVAC upgrades. • Commercial Refrigeration: Rebates are available to improve the efficiency of commercial refrigeration systems. • Commercial Appliances: Rebates are available for energy efficient cooking equipment such as ovens, dishwashers, fryers, griddles, etc. • Commercial Electronics: The City offers rebates for uninterrupted power supplies, plug- load occupancy sensors and smart power strips. • Commercial Custom Program: GMU offers rebates to business owners based on site- specific consumption. Rebates are tailored to the individual business owner’s needs based on the audit and the potential energy savings associated with the customer project. EE in California’s Public Power Sector: 17th Edition — 2023 A-72 Residential Programs GMU offers rebates to residential customers for the installation of various EE measures, such as lighting, HVAC, appliances, and weatherization. On-site energy audits are provided by energy specialists. EE measures are recommended, and additional visits are completed upon request. • Residential Lighting Program: GMU offers rebates to homeowners who install ENERGY STAR® qualified LED lamps/bulbs, ceiling fans and LED holiday lights. • Residential HVAC Program: GMU offers rebates to homeowners who install high performance heat pumps, central air-conditioners, room air-conditioners, or whole house fans that exceed current state requirements. GMU also offers a rebate for duct sealing when not required by code. • Residential Equipment Program: GMU offers rebates to homeowners who purchase new ENERGY STAR® qualified products, including clothes washers, room air conditioners, dishwashers, pool pumps and refrigerators. • Residential Weatherization Program: GMU offers rebates to homeowners who invest in weatherizing their homes, including attic and wall insulation, window treatments, window replacement or air/duct sealing. • Residential Water Heater Rebate Program: GMU offers rebates to homeowners who purchase a new, energy efficient electric water heater. Complementary Programs When applicable, GMU refers customers to the state funded Community Action Agency HEAP Program for low income Butte County residents. EM&V Studies Information on GMU’s EM&V is available on the CMUA website.38 Major Differences or Diversions from California POU TRM for Energy Savings GMU has relied heavily on the savings listed in the Technical Resource Manual. Non-residential lighting and custom projects rely on custom savings calculations. 38 See https://www.cmua.org/emv-reports. EE in California’s Public Power Sector: 17th Edition — 2023 A-73 TABLE 1. GMU EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Appliance & Plug Loads 0 259 3,891 0 182 2,724 1 $7,724 0.04 0.04 3.982 Building Envelope 2 1,644 34,530 0 460 9,668 14 $7,326 0.49 0.51 1.171 Lighting - Indoor 27 261,497 3,660,961 26 248,422 3,477,912 1,121 $82,115 4.00 10.12 0.033 Lighting - Outdoor 0 2,336 32,708 0 2,219 31,073 14 $749 4.15 2.59 0.033 EE Subtotal 29 265,737 3,732,090 26 251,284 3,521,377 1,150 $97,916 3.42 6.93 0.038 EE and Low Income Subtotal 29 265,737 3,732,090 26 251,284 3,521,377 1,150 $97,916 3.42 6.93 0.038 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 29 265,737 3,732,090 26 251,284 3,521,377 1,150 $97,916 3.42 6.93 0.038 EE in California’s Public Power Sector: 17th Edition — 2023 A-74 TABLE 2. GMU Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 27 263,833 3,693,668 26 250,642 3,508,985 1,135 $82,865 4.00 9.85 0.033 Residential 2 1,904 38,421 0 642 12,392 15 $15,051 0.26 0.27 1.836 EE Subtotal 29 265,737 3,732,090 26 251,284 3,521,377 1,150 $97,916 3.42 6.93 0.038 EE and Low Income Subtotal 29 265,737 3,732,090 26 251,284 3,521,377 1,150 $97,916 3.42 6.93 0.038 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 29 265,737 3,732,090 26 251,284 3,521,377 1,150 $97,916 3.42 6.93 0.038 EE in California’s Public Power Sector: 17th Edition — 2023 A-75 TABLE 3. GMU EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 27 263,833 3,693,668 26 250,642 3,508,985 1,135 $82,865 4.00 9.85 0.033 Residential 2 1,644 34,530 0 460 9,668 14 $7,326 0.49 0.51 1.171 Residential - Single-Family 0 259 3,891 0 182 2,724 1 $7,724 0.04 0.04 3.982 EE Subtotal 29 265,737 3,732,090 26 251,284 3,521,377 1,150 $97,916 3.42 6.93 0.038 EE and Low Income Subtotal 29 265,737 3,732,090 26 251,284 3,521,377 1,150 $97,916 3.42 6.93 0.038 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 29 265,737 3,732,090 26 251,284 3,521,377 1,150 $97,916 3.42 6.93 0.038 EE in California’s Public Power Sector: 17th Edition — 2023 A-76 CITY OF HEALDSBURG City of Healdsburg at a Glance • Climate Zone: 2 • Customers: 6,052 • Total annual retail sales: 73,932 MWh • Annual Retail Revenue: $12,150,276 • Annual EE expenditures for reporting year: $204,556 • Gross annual savings from reporting year portfolio: 214 MWh City of Healdsburg Overview The City of Healdsburg’s Electric Department (Electric Department) manages a comprehensive EE and greenhouse gas reduction program for residential and commercial customers by incentivizing energy conservation as well as peak load reduction. For residential customers, rebates help to drive installations of a variety of EE measures. The Electric Department offers residential rebates in the following areas: appliances, HVAC, weatherization, and pool pumps. Commercial rebates are predominantly for site specific lighting upgrades. For commercial customers, rebates can also be developed as custom programs to allow the greatest flexibility and variety of incentives to the end users. All custom commercial incentives must be Residential, 13 Commercial, 197 Low Income, 4 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-77 accompanied with analysis demonstrating a benefit to cost ratio greater than one and acceptable to the end user. Major Program and Portfolio Changes Changes implemented during the pandemic to benefit income-qualified customers continued in 2022. The Electric Department maintained an increase in the allowable income for eligibility in the CARE program, a discount of 25% for all families at or below 80% of Sonoma County’s area median income. Additionally, the Electric Department funded the installation of water efficiency devices within income restricted multifamily housing to reduce hot water use and reduce water heating costs. During 2022, the Electric Department is undergoing a rebate program review with a consultant to evaluate current rebates, efficiency requirements, and new rebates. Rebate updates based on the review are expected in 2023. Program and Portfolio Highlights In 2022, customer interest in EE rebates continued. There was also increased interest in electrification to reduce greenhouse gas emissions, and the City of Healdsburg passed its Electrification Reach Code update to require electric space and water heating in new construction. Commercial, Industrial & Agricultural Programs The Electric Department offers the following commercial programs: • Commercial Lighting Rebates: This program engages local lighting and electrical contractors to promote and install energy efficient lighting upgrades through technical assistance and financial incentives available from the Electric Department. • Commercial HVAC Rebates: The Electric Department offers commercial customers a variety of HVAC rebates. Custom rebates are performance based and provide greater financial incentives to projects that reduce system peak demand. • Custom EE Programs: The Electric Department will consider custom EE programs for site-specific consumption. The Electric Department requires that its contractor review and endorse all custom programs. This review may result in a small cost adder to the proposed project but validates the benefit to cost ratio of the program. The Electric Department retains the sole right to approve or deny custom projects. Residential Programs The Electric Department offers the following residential programs: • Residential Heat Pump Rebates: The Electric Department offers tiered rebates for residential and small business customers who install high performance heat pumps. The EE in California’s Public Power Sector: 17th Edition — 2023 A-78 tiered rebate levels are designed to incentivize higher SEER ratings. The Electric Department also offers a rebate for AC and heat pump tune-ups. • Weatherization and Building Envelope Rebates: The Electric Department provides financial incentives for homeowners who invest in home weatherization such as ceiling insulation, wall insulation, and window replacement projects. • Appliances and Device Rebates: The Electric Department offers incentives for high- performance clothes washers to encourage EE and water conservation. The Electric Department also provides rebates for variable speed pool pumps and ENERGY STAR® wi- fi enabled smart thermostats. Complementary Programs The Electric Department offers the following complementary programs: • Low-Income Programs: The Electric Department actively supports a low-income discount for income-qualified customers. Currently, this discount supports approximately 510 families, or about 8% of the Electric Department’s residential customers. Income qualified customers receive 25% off their electric bill through this program. • EVs: The Electric Department offers an EV Discount for residents that drive a battery electric vehicle and switch to the Time of Use rate. Additionally, the Electric Department maintains 12 public charging stations with discounted charging rates located at City Hall. • E-bikes: The Electric Department offers an e-bike rebate for residents that purchase an e-bike to replace driving trips. This program provides various levels of rebates relative to customer income to help offset the cost of purchasing an e-bike. • Technical Consulting on all-electric construction: The Electric Department implemented a Reach Code in 2019, which was updated in 2022, that requires electric space and water heating. To assist commercial customers in compliance, the Electric Department offers free technical consulting through Guttman & Blaevoet to support builders and contractors. • Green Rate: The Electric Department offers a voluntary opt-in 100% renewable electricity rate for an additional $0.018/kWh. Roughly 8% of the City of Healdsburg’s electricity usage is attributed to customers enrolled in the Green Rate. • Renewable Energy Programs: The Electric Department continues to see photovoltaic (PV) solar array installations in both residential and commercial sectors. At the end of 2022, the City had interconnected a total of 6.3 MW of solar capacity. This includes the Electric Department’s 4.78 MW floating photovoltaic (FPV) system at the City of Healdsburg’s Water Reclamation Facility. The system provides about 8% of the Electric Department’s annual electric needs. In 2022, the system generated 6,207 MWh directly into the Electric Department’s distribution system and offset roughly 2.9 MW of the Electric Department’s peak coincident demand. EE in California’s Public Power Sector: 17th Edition — 2023 A-79 • Induction Cooktop Rental: To inform customers regarding electric cooktops, specifically induction cooktops, the Electric Department offers a free induction cooktop loaner for electric customers interested in cooking with electricity rather than natural gas. The loaner program includes pans compatible with induction cooktops. • Water Conservation: The Electric Department offers multiple water conservation programs, such as lawn conversion, rain barrels, low-flow toilets, irrigation controllers, and more. During the multi-year drought significantly impacting Healdsburg, the Electric Department has increased promotion of these rebates and customers have responded with an approximately 30% reduction in water consumption. Water conservation can help reduce the amount of electricity needed for treating and conveying water. EM&V Studies EM&V studies previously completed by the Electric Department is available on the CMUA website.39 Major Differences or Diversions from California POU TRM for Energy Savings The Electric Department relies on the CMUA TRM for savings calculations. Savings for the Commercial Lighting Program are calculated based on the actual equipment replaced and installed. Savings for the Custom Water Control Devices are calculated based on water flow rates before and after installation. 39 Ibid. EE in California’s Public Power Sector: 17th Edition — 2023 A-80 TABLE 1. Healdsburg EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Appliance & Plug Loads 0 288 4,320 0 89 1,339 0 $457 0.33 0.27 0.479 Building Envelope 5 4,687 98,418 4 3,287 69,022 58 $27,110 0.56 0.18 0.607 HVAC - Cooling 1 7,291 115,415 0 5,839 92,369 39 $45,235 0.37 0.44 0.698 HVAC - Heating 0 1,180 14,157 0 944 11,326 17 $4,300 0.56 0.45 0.511 Lighting - Indoor 29 197,406 2,566,273 25 167,795 2,181,332 662 $70,643 2.52 1.48 0.044 EE Subtotal 35 210,851 2,798,583 30 177,954 2,355,388 777 $147,745 1.44 0.84 0.086 Appliance & Plug Loads 0 2,758 39,706 0 1,889 27,337 10 $14,849 0.21 0.29 0.758 Building Envelope 0 869 18,250 0 243 5,110 13 $21,613 0.11 0.12 6.534 Service & Domestic Hot Water 0 0 0 0 0 0 61 $20,348 0.37 0.37 0.000 Low-Income Subtotal 0 3,627 57,956 0 2,132 32,447 84 $56,811 0.23 0.25 2.482 EE and Low Income Subtotal 35 214,478 2,856,539 30 180,086 2,387,835 861 $204,556 1.10 0.74 0.118 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 35 214,478 2,856,539 30 180,086 2,387,835 861 $204,556 1.10 0.74 0.118 EE in California’s Public Power Sector: 17th Edition — 2023 A-81 TABLE 2. Healdsburg EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 29 197,406 2,566,273 25 167,795 2,181,332 662 $70,643 2.52 1.48 0.044 Residential 6 13,445 232,310 5 10,159 174,056 115 $77,102 0.45 0.26 0.649 EE Subtotal 35 210,851 2,798,583 30 177,954 2,355,388 777 $147,745 1.44 0.84 0.086 Residential 0 3,627 57,956 0 2,132 32,447 84 $56,811 0.23 0.25 2.482 Low-Income Subtotal 0 3,627 57,956 0 2,132 32,447 84 $56,811 0.23 0.25 2.482 EE and Low Income Subtotal 35 214,478 2,856,539 30 180,086 2,387,835 861 $204,556 1.10 0.74 0.118 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 35 214,478 2,856,539 30 180,086 2,387,835 861 $204,556 1.10 0.74 0.118 EE in California’s Public Power Sector: 17th Edition — 2023 A-82 TABLE 3. Healdsburg EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 29 197,406 2,566,273 25 167,795 2,181,332 662 $70,643 2.52 1.48 0.044 Residential 0 1,180 14,157 0 944 11,326 17 $4,300 0.56 0.45 0.511 Residential - Single-Family 6 12,265 218,153 5 9,215 162,731 98 $72,802 0.44 0.25 0.659 EE Subtotal 35 210,851 2,798,583 30 177,954 2,355,388 777 $147,745 1.44 0.84 0.086 Residential - Multi-Family 0 3,627 57,956 0 2,132 32,447 84 $56,811 0.23 0.25 2.482 Low-Income Subtotal 0 3,627 57,956 0 2,132 32,447 84 $56,811 0.23 0.25 2.482 EE and Low Income Subtotal 35 214,478 2,856,539 30 180,086 2,387,835 861 $204,556 1.10 0.74 0.118 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 35 214,478 2,856,539 30 180,086 2,387,835 861 $204,556 1.10 0.74 0.118 EE in California’s Public Power Sector: 17th Edition — 2023 A-83 IMPERIAL IRRIGATION DISTRICT Imperial Irrigation District at a Glance • Climate Zone: 15 • Customers: 159,822 • Total annual retail sales: 3,515,689 MWh • Annual Retail Revenue: $516,535,188 • Annual EE expenditures for reporting year: $7,138,931 • Gross annual savings from reporting year portfolio: 16,358 MWh Imperial Irrigation District Overview As the sixth largest utility in California, Imperial Irrigation District (IID) controls more than 1,200 megawatts of energy derived from a diverse resource portfolio that includes its own generation, and long- and short-term power purchases. IID’s Energy Department provides electric power to more than 158,000 customers in the Imperial Valley and parts of Riverside and San Diego counties. As a consumer-owned utility, IID works to meet our customers’ demands efficiently and effectively at the best possible rates, tying our area’s low cost of living directly with low-cost utilities. Our diverse resource portfolio provides our customers with some of the lowest cost Residential, 10,201Commercial, 6,108 Low Income, 49 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-84 rates in southern California which is critical given unemployment rates within the service territory are one of the highest in the nation. IID’s EE programs are a key factor in the utility’s overall goal. These programs provide a positive impact on utility costs by stabilizing energy consumption and reducing purchases of expensive peak power. Additionally, customers are provided with an opportunity to take charge of their energy utilization and by doing so, reducing their electricity consumption and cost. Major Program and Portfolio Changes The program portfolio and rebate levels remained consistent from the previous year. The Covid pandemic placed a restraint on expected customer participation and thus budget levels were tempered for the year 2021, with the expectation of adding new programs in year 2022. However, IID did continue with newly introduced programs from 2020, such as: • Rebates for Next-Generation Thermostats • Keep Your Cool Program • Online Energy Assessments Due to impacts related to the COVID-19 pandemic, all programs requiring on-site interactions with customers were temporarily suspended to avoid potential spread of the virus and help ensure the safety of our customers, employees, and contractors. This suspension resulted in lower program participation and impacted reportable energy savings. Furthermore, the state of California’s expected doubling of utilities’ EE savings over the next few years has proven to be an interesting, yet demanding task. Some of the challenges include: • Most cost-effective programs have been in place for years and this leads us closer to market saturation. • Budgets for programs are reduced in order to fund other utility projects or matters. • The pandemic’s impact on customer’s disposable income has diminished their ability to participate in EE programs. Program and Portfolio Highlights IID strives to provide an EE portfolio tailored toward the unique needs of the ratepayers that generates long-term energy savings while maintaining low-cost, reliable power. The district’s portfolio offers residential customers with staple programs such as energy assessments and prescriptive rebates and non-residential customers with a customized program that allows flexibility necessary to encourage investments in efficient technologies. The addition of Next- Generation Thermostats to the Energy Rewards prescriptive rebate program was widely popular with the customer base all while supplying a healthy dose of savings to both the customer and to IID’s reporting. EE in California’s Public Power Sector: 17th Edition — 2023 A-85 Commercial, Industrial & Agricultural Programs • Commercial Audits: This program provides commercial customers with onsite energy evaluations of their facilities and helps the business owner identify opportunities for energy conservation. This service is offered at no cost to the customer and is recommended as the first step towards their energy conservation journey. • Custom Energy Solutions Program (CESP): This program is designed to promote EE by offering financial incentives to commercial customers who install EE equipment. The larger commercial customers that participate generally have their own EE specialists they’ve consulted with for their upgrades and have identified the details of their project prior to applying for the rebate. However, for all other commercial customers that may not have access to an EE specialist, IID offers technical expertise to assist them in identifying the EE measures and cost saving opportunities. Measures incentivized include interior and exterior lighting, process loads and HVAC/refrigeration. • Energy Rewards Rebate Program: This program offers commercial customers prescriptive rebates for qualified energy efficient measures. Qualifying measures must retrofit, replace, or upgrade old equipment with new, energy-efficient technologies that meet and/or exceed the Title 24 standards in effect at the time of installation. • Keep Your Cool Program: This program offers commercial account customers DIrefrigeration measures, which fall into three categories: measures that reduce air leakage from cooled spaces, higher efficiency equipment and equipment controls. Some of the measures included are motors, controllers, LED fixtures, door gaskets, and anti- sweat heat controllers. Residential Programs • Energy Rewards Rebate Program: This program offers residential customers prescriptive rebates for qualified energy efficient measures. Qualifying residential measures must retrofit, replace, or upgrade old equipment with new, energy-efficient technologies that meet and/or exceed the Title 24 standards in effect at the time of installation. • Residential Audits: Customers may obtain a digital version of a home energy assessment by answering a few questions regarding their home energy use. The online link is accessible via the IID website. This tool provides customers with plenty of energy saving tips and identifies residential energy consumption problems that may, when corrected, save the customer a significant amount of money over time. • Refrigerator Recycling: This program is designed to encourage customers to recycle their old refrigerators or freezers rather than using them as a secondary, usually located either in uninsulated garages or outdoors. Through this program, a customer’s refrigerator or freezer will be picked up and recycled, in addition to providing them receiving a $50 incentive per unit. EE in California’s Public Power Sector: 17th Edition — 2023 A-86 • Low-Income Refrigerator Replacement Program: This targeted program provides low- income customers with high electric bills the opportunity to request a brand new refrigerator to replace their older models, at no cost to the customer. Complementary Programs Low-Income Programs As a large number of IID’s residential customers participate in its income-qualified programs, a significant portion of revenue generated through the public benefits charge is allocated towards these programs. In 2019, IID modified its rate assistance eligibility criteria to allow for greater participation such as a reduction in age for qualifying seniors and an increase in the maximum income level Residential Energy Assistance Program expenditures for the 2021 year totaled over $4.49M, with an average enrollment of 11,361 customers. • Residential Energy Assistance Program (REAP): This program provides customers with a discounted rate on their electric bill. Qualification is based on the number of residents per household and the total gross income of all the income sources in the home. Qualifying customers may receive a 20 percent discount on their monthly bill. Qualifying seniors 60 or older may apply to receive a 30 percent discount. • Emergency Energy Assistance Program (EEAP): This program provides financial assistance to customers in a financial crisis, facing disconnection for nonpayment. • Medical Equipment Energy Assistance Program: This is an assistance program that reduces the electric rate for a defined quantity of electricity used to operate medical equipment by a household that has a full-time resident who requires specific medically necessary electric equipment to sustain life or prevent deterioration of a person’s medical condition. Energy Storage: IID’s first ever battery energy storage system went online in November 2016. The project is a 30-megawatt, 20-megawatt-hour lithium-ion battery storage system that will increase reliability across the IID grid by providing the ability to balance power and integrate solar while providing spinning reserve and black start power restoration capabilities. IID anticipates its customers will benefit from reduced operating costs throughout the lifetime of the project, providing significant cost savings to ratepayers. The project is one of the largest of its kind in the western United States. Renewable Energy Programs: • Net Billing: The Net Billing Program is the successor program to Net Energy Metering (NEM) and also compensates net-surplus customers in accordance with the Distributive Self-Generation Service Rate. EE in California’s Public Power Sector: 17th Edition — 2023 A-87 • e-Green Solar Program: In 2019, IID finalized its e-Green Community Solar Program that benefits all of IID’s qualified, low-income customers. The program utilizes a 23-year term power purchase agreement with Citizens Energy Corporation for 30 megawatts of solar energy, of which 10 MW has been allocated specifically for the e-Green program. The program allows low-income customers to benefit from renewable clean solar energy without the concern and financial means needed to purchase and install rooftop solar. IID’s REAP customers will receive an additional discount on their electric bills under the eGreen program. No enrollment is required and REAP customers will be automatically enrolled onto the program. • Green Energy Rate Program: Under the green energy rate, customers can designate how much renewable energy they wish to be served with. Customers can elect to be served up 100% of their energy needs with renewables through renewable energy or renewable energy credits. Codes and Standards Through IID’s participation with SCPPA, IID accounts for codes and standards (C&S) savings which are drawn from the statewide allocation of energy savings credits attributed to codes and standards. The codes and standards savings claimed by IID are pro-rated based on the district’s percent share of statewide load. EM&V Studies IID has historically conducted EM&V studies on a two-year program cycle. The latest report covering program years 2014 and 2015 summarized the evaluation effort led by ADM Associates Inc. and included the Energy Rewards prescriptive rebates, Weatherization, Quality AC Maintenance, Customer Energy Solutions and New Construction EE programs. Evaluation activities consisted of calculation of energy and demand savings attributable to the efficiency programs, a process evaluation to identify actionable information aimed at program improvements and recommendations for future program years. Given cost considerations and the consistency of IID’s portfolio offering, IID has transitioned to a five-year program cycle. Efforts to commission a study to evaluate programs that generated the highest energy savings over the evaluation period is currently underway. Major Differences or Diversions from California POU TRM for Energy Savings IID utilized a combination of savings from the TRM (Energy Rewards, Refrigerator Recycling and Replacement) & publications (Keep Your Cool), and modeled savings (Custom Energy Solutions Program) when applicable. Prescriptive rebate programs such as Energy Rewards and Refrigerator Recycling used deemed savings values from the TRM for measures such as HVACs, refrigerators, pool pumps, etc., since the individual efficiency measure’s performance characteristics and use conditions were well known and consistent. The direct-install Keep Your Cool program draws savings for motors and respective accessories to LED-related items from EE in California’s Public Power Sector: 17th Edition — 2023 A-88 TRM, PGE documents and ORNL publications. For the CESP program on the other hand, custom savings were calculated (for categories such as lighting, refrigeration, process loads, and HVAC) considering the properties of existing equipment, replacement equipment and future use. EE in California’s Public Power Sector: 17th Edition — 2023 A-89 TABLE 1. IID EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Appliance & Plug Loads 722 3,226,861 32,299,091 721 3,221,392 32,271,948 12,084 $592,436 6.79 25.05 0.023 Building Envelope 2,131 1,855,346 31,219,897 2,124 1,781,758 30,042,492 9,782 $944,407 3.95 4.60 0.047 Commercial Refrigeration 0 1,808,495 37,978,395 0 1,537,221 32,281,636 11,006 $257,748 11.28 24.90 0.013 HVAC - Cooling 1,501 3,208,143 61,766,150 1,445 3,147,286 60,488,150 22,150 $2,113,754 5.24 29.41 0.054 Lighting - Indoor 25 224,824 3,597,189 24 213,583 3,417,330 1,079 $81,857 3.86 3.86 0.035 Lighting - Outdoor 369 1,593,484 33,463,161 306 1,322,592 27,774,424 12,481 $182,725 14.35 26.27 0.011 Miscellaneous 1,672 3,788,337 15,153,348 1,672 3,788,337 15,153,348 4,654 $2,653,950 0.50 0.50 0.245 Water Pumping / Irrigation 0 603,351 12,670,371 0 603,351 12,670,371 4,243 $145,088 7.96 31.65 0.018 EE Subtotal 6,420 16,308,841 228,147,602 6,292 15,615,519 214,099,698 77,479 $6,971,966 3.89 6.26 0.048 Appliance & Plug Loads 10 48,664 729,960 7 34,065 510,972 186 $69,133 0.88 0.88 0.186 Low-Income Subtotal 10 48,664 729,960 7 34,065 510,972 186 $69,133 0.88 0.88 0.186 EE and Low Income Subtotal 6,430 16,357,505 228,877,562 6,299 15,649,584 214,610,670 77,665 $7,041,100 3.86 6.17 0.049 C&S 0 27,333,000 27,333,000 0 27,333,000 27,333,000 11,293 $36,044 102.89 102.89 0.001 C&S Subtotal 0 27,333,000 27,333,000 0 27,333,000 27,333,000 11,293 $36,044 102.89 102.89 0.001 All 0 0 0 0 0 0 0 $61,787 0.000 Electrification Subtotal 0 0 0 0 0 0 0 $61,787 0.000 C&S, T&D and Electrification Subtotal 0 27,333,000 27,333,000 0 27,333,000 27,333,000 11,293 $97,831 37.91 37.91 0.004 Utility Total 6,430 43,690,505 256,210,562 6,299 42,982,584 241,943,670 88,957 $7,138,931 4.33 6.86 0.042 EE in California’s Public Power Sector: 17th Edition — 2023 A-90 TABLE 2. IID EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 907 6,107,625 119,777,222 780 5,419,772 105,756,461 37,764 $1,376,648 7.17 10.31 0.020 Other 0 0 0 0 0 0 0 $195,000 0.000 Residential 5,513 10,201,216 108,370,380 5,512 10,195,747 108,343,238 39,714 $5,400,319 3.20 5.42 0.071 EE Subtotal 6,420 16,308,841 228,147,602 6,292 15,615,519 214,099,698 77,479 $6,971,966 3.89 6.26 0.048 Residential 10 48,664 729,960 7 34,065 510,972 186 $69,133 0.88 0.88 0.186 Low-Income Subtotal 10 48,664 729,960 7 34,065 510,972 186 $69,133 0.88 0.88 0.186 EE and Low Income Subtotal 6,430 16,357,505 228,877,562 6,299 15,649,584 214,610,670 77,665 $7,041,100 3.86 6.17 0.049 Residential 0 27,333,000 27,333,000 0 27,333,000 27,333,000 11,293 $36,044 102.89 102.89 0.001 C&S Subtotal 0 27,333,000 27,333,000 0 27,333,000 27,333,000 11,293 $36,044 102.89 102.89 0.001 Other 0 0 0 0 0 0 0 $61,787 0.000 Electrification Subtotal 0 0 0 0 0 0 0 $61,787 0.000 C&S, T&D and Electrification Subtotal 0 27,333,000 27,333,000 0 27,333,000 27,333,000 11,293 $97,831 37.91 37.91 0.004 Utility Total 6,430 43,690,505 256,210,562 6,299 42,982,584 241,943,670 88,957 $7,138,931 4.33 6.86 0.042 EE in California’s Public Power Sector: 17th Edition — 2023 A-91 TABLE 3. IID EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 741 4,411,044 92,631,926 623 3,808,020 79,968,429 29,928 $923,769 7.98 14.59 0.019 Other Commercial 166 1,696,581 27,145,296 158 1,611,752 25,788,032 7,836 $647,879 3.86 3.86 0.037 Residential 0 24,461 366,915 0 24,461 366,915 125 $9,815 4.20 30.59 0.039 Residential - Single-Family 5,513 10,176,755 108,003,465 5,512 10,171,286 107,976,323 39,589 $5,390,504 3.20 5.41 0.071 EE Subtotal 6,420 16,308,841 228,147,602 6,292 15,615,519 214,099,698 77,479 $6,971,966 3.89 6.26 0.048 Residential 10 48,664 729,960 7 34,065 510,972 186 $69,133 0.88 0.88 0.186 Low-Income Subtotal 10 48,664 729,960 7 34,065 510,972 186 $69,133 0.88 0.88 0.186 EE and Low Income Subtotal 6,430 16,357,505 228,877,562 6,299 15,649,584 214,610,670 77,665 $7,041,100 3.86 6.17 0.049 All 0 27,333,000 27,333,000 0 27,333,000 27,333,000 11,293 $36,044 102.89 102.89 0.001 C&S Subtotal 0 27,333,000 27,333,000 0 27,333,000 27,333,000 11,293 $36,044 102.89 102.89 0.001 All 0 0 0 0 0 0 0 $61,787 0.000 Electrification Subtotal 0 0 0 0 0 0 0 $61,787 0.000 C&S, T&D and Electrification Subtotal 0 27,333,000 27,333,000 0 27,333,000 27,333,000 11,293 $97,831 37.91 37.91 0.004 Utility Total 6,430 43,690,505 256,210,562 6,299 42,982,584 241,943,670 88,957 $7,138,931 4.33 6.86 0.042 EE in California’s Public Power Sector: 17th Edition — 2023 A-92 INDUSTRY PUBLIC UTILITIES COMMISSION Industry Public Utilities Commission at a Glance • Climate Zone: 9 • Customers: 109 • Total annual retail sales: 39,300 MWh • Annual Retail Revenue: $4,501,000 • Annual EE expenditures for reporting year: $109,535 • Gross annual savings from reporting year portfolio: 782 MWh Industry Public Utilities Commission Overview Industry Public Utilities Commission (IPUC) began serving electric customers in 2002. The peak demand was 8.4 megawatts. Customers reside in climate zone 9, and 99.6% of energy sales were to non-residential customers. All bundled customers' facilities met the applicable Title 24 requirements. The recent age of these facilities provide fewer EE upgrade opportunities. Major Program and Portfolio Changes The IPUC EE Program provides incentives in four program categories: Large General Service Program; General Service Program; Domestic Service Program; and IPUC EE measures. Industrial, 782 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-93 • A large General Service Program customer is eligible to receive up to $25,000 over the two-year budget cycle; unless otherwise approved by the IPUC Board. • A General Service Program customer is eligible to receive up to $1,000 every two years for the installation of specified energy measures. • A Domestic Service Program customer is eligible to receive up to $250 per residence, for approved Energy Star® appliances, and $500 every two years for the installation of specified energy measures. • IPUC EE measures are eligible to receive up to $10,000 per year. Program and Portfolio Highlights An on-site energy audit was completed for a Large General Service Customer. Commercial, Industrial & Agricultural Programs On-site energy survey, at no cost to the customer, that analyze usage and demand to develop recommendations designed to improve EE and reduce load requirements. Incentives are available for the installation of specified energy measures. On-site energy audits, at no cost to the customer, analyze usage and demand to develop recommendations designed to improve EE and reduce load requirements. Incentives are available for EE upgrades identified in these audits. Verification services to ensure appropriate installation of recommended measures are also provided. Incentives are available to improve EE for lighting applications, based on a rate of $0.125/kWh for one year of energy savings and shall not exceed 50% of the cost of the lighting material costs. Incentives are available for the replacement of energy efficient equipment/technology that conserves energy and permanently reduces coincident summer/winter on-peak load and exceeds state-mandated codes, federal-mandated codes, industry accepted performance standards or other baseline energy performance standards. Incentive payments are based on a rate of $0.125/kWh for one year of energy savings and $150/kW for each on-peak kW that has been reduced and shall not exceed 50% of the total cost associated with the equipment/materials. Incentives are available for new equipment components that exceed state-mandated codes, federal-mandated codes, industry-accepted performance standards, or other baseline energy performance standards by more than 10%. The rebate is based upon the lessor of 25% of the cost difference between standard and upgraded new equipment and/or materials. Incentives are available for the direct funding of projects/activities on the utility side of the meter that have been approved by the IPUC Board. EE in California’s Public Power Sector: 17th Edition — 2023 A-94 Residential Programs On-site energy survey, at no cost to the customer, analyzes usage and demand to develop recommendations designed to improve energy operating efficiency and reduce load requirements. Incentives are available for approved Energy Star® appliances and program allowance for the installation of specified energy measures. Complementary Programs IPUC PV Solar Installations: Industry Metrolink 1,600 kW PV-1 Solar project EM&V Studies Engineering analysis programs are the basis for energy savings and incentive calculations. Major Differences or Diversions from California POU TRM for Energy Savings None. EE in California’s Public Power Sector: 17th Edition — 2023 A-95 TABLE 1. IPUC EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 0 0 0 0 0 0 0 $66,375 0.000 Lighting - Indoor 165 781,580 11,161,168 132 625,264 8,928,934 2,933 $43,160 20.80 2.51 0.006 EE Subtotal 165 781,580 11,161,168 132 625,264 8,928,934 2,933 $109,535 8.19 2.48 0.016 EE and Low Income Subtotal 165 781,580 11,161,168 132 625,264 8,928,934 2,933 $109,535 8.19 2.48 0.016 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 165 781,580 11,161,168 132 625,264 8,928,934 2,933 $109,535 8.19 2.48 0.016 EE in California’s Public Power Sector: 17th Edition — 2023 A-96 TABLE 2. IPUC EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Industrial 165 781,580 11,161,168 132 625,264 8,928,934 2,933 $109,535 8.19 2.48 0.016 EE Subtotal 165 781,580 11,161,168 132 625,264 8,928,934 2,933 $109,535 8.19 2.48 0.016 EE and Low Income Subtotal 165 781,580 11,161,168 132 625,264 8,928,934 2,933 $109,535 8.19 2.48 0.016 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 165 781,580 11,161,168 132 625,264 8,928,934 2,933 $109,535 8.19 2.48 0.016 EE in California’s Public Power Sector: 17th Edition — 2023 A-97 TABLE 3. IPUC EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 0 0 0 0 0 0 0 $66,375 0.000 Manufacturing Light Industrial 165 781,580 11,161,168 132 625,264 8,928,934 2,933 $43,160 20.80 2.51 0.006 EE Subtotal 165 781,580 11,161,168 132 625,264 8,928,934 2,933 $109,535 8.19 2.48 0.016 EE and Low Income Subtotal 165 781,580 11,161,168 132 625,264 8,928,934 2,933 $109,535 8.19 2.48 0.016 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 165 781,580 11,161,168 132 625,264 8,928,934 2,933 $109,535 8.19 2.48 0.016 EE in California’s Public Power Sector: 17th Edition — 2023 A-98 LASSEN MUNICIPAL UTILITY DISTRICT Lassen Municipal Utility District at a Glance • Climate Zone: 16 • Customers: 10,000 • Total annual retail sales: 159,708 MWh • Annual Retail Revenue: $22,936,520 • Annual EE expenditures for reporting year: $273,784 • Gross annual savings from reporting year portfolio: 642 MWh Lassen Municipal Utility District Overview The Lassen Municipal Utility District (LMUD) remains committed to helping customers manage their energy use through energy education and a comprehensive offering of EE incentives. For residential customers, rebates are offered for the installation of various EE measures. For commercial customers, rebates are available for upgraded lighting, refrigeration equipment, HVAC equipment, and in cases where an analysis is performed rebates can be offered for additional equipment that reduces energy use and/or demand. Many customers are not able to participate in standard rebate programs that require significant capital investment of their own. To compensate for this, LMUD periodically offers DI programs at no cost to commercial and residential customers that provide energy saving and other benefits. Residential, 53 Commercial, 589 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-99 Major Program and Portfolio Changes LMUD offers a comprehensive menu of EE rebate programs to our residential, commercial, and agricultural customers. There were no major changes to the program in FY 2022. We find that the customers and local contractors value consistency in program offerings. Program and Portfolio Highlights LMUD continued the Residential DI Program in FY 2022. LMUD also launched a commercial lighting program that offers fixtures at no cost to customers. This program has helped remove some of the barriers faced by businesses in need of lighting upgrades. This program delivered 28% of the gross annual energy savings. LMUD achieved 120% of the target net annual kWh savings for the last five years. Commercial, Industrial & Agricultural Programs LMUD manages a comprehensive EE incentive program for C&I and agricultural customers. • Non-Res Lighting Program: LMUD offers rebates to business owners who invest in the installation of energy efficient lighting upgrades. • Non-Res HVAC: LMUD offers rebates to commercial customers for energy efficient HVAC upgrades. • Non-Res Refrigeration: Rebates are available to improve the efficiency of commercial refrigeration systems. • Non-Res Appliances: Rebates are available for energy efficient cooking equipment such as ovens, dishwashers, fryers, griddles, etc. • Non-Res Electronics: LMUD offers rebates for uninterrupted power supplies, plug-load occupancy sensors and smart power strips. • Non-Res Custom Program: LMUD offers rebates to business owners based on site- specific consumption. Rebates are tailored to the individual business owner’s needs based on the audit and the potential energy savings associated with the customer project. • Agricultural Custom Program: LMUD offers rebates to agricultural customers to make EE improvements at their sites. Residential Programs LMUD manages a comprehensive EE incentive program for residential customers. • Residential Lighting Program: LMUD offers rebates to homeowners who install ENERGY STAR® qualified LED lamps/bulbs, ceiling fans and LED holiday lights. • Residential HVAC Program: LMUD offers rebates to homeowners who install high performance heat pumps, central air-conditioners, whole house fans and ground source heat pumps that exceed current state requirements. EE in California’s Public Power Sector: 17th Edition — 2023 A-100 • Residential Equipment Program: LMUD offers rebates to homeowners who purchase new ENERGY STAR® qualified products, including clothes washers, room air conditioners, dishwashers, refrigerators, freezers, and advanced power strips. • Residential Water Heater Rebate Program: LMUD offers rebates to customers who purchase new, energy efficient electric water heaters and heat pump water heaters. Complementary Programs • Low-Income Programs: LMUD offers two low-income programs. WEAR, Winter Energy Assistance Rate, offers rate assistance, November through April. EEAP provides a one- time assistance payment to help avoid disconnection in the case of a financial emergency. This program is funded by LMUD’s Public Benefits Program and administered by the local Salvation Army Office. LMUD also works with Lassen Economic Development Corporation to identify customers who qualify for state and federal Low- Income Home Energy Assistance Programs (LIHEAP). • Renewable Energy Programs: LMUD offers customers a customer generation rate that pays customers for excess generation. Our NEM limit of 5% total peak load of 25 MW was met in 2018. LMUD no longer offers NEM for solar or other distributed generation systems. LMUD now offers a Customer Distributed Generation rate of $0.055 per exported kWh. • EVs: LMUD offers customers rebates on EV charging stations. Publicly accessible and residential are based on a first come, first served basis. EM&V Studies Previous EM&V reports are available on the CMUA website. Major Differences or Diversions from California POU TRM for Energy Savings LMUD has relied heavily on the savings listed in the TRM. Non-residential lighting, custom projects and non-deemed refrigeration measures use custom savings calculations. EE in California’s Public Power Sector: 17th Edition — 2023 A-101 TABLE 1. LMUD EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Appliance & Plug Loads 1 11,924 142,350 1 8,497 99,976 33 $26,260 0.45 0.45 0.354 HVAC - Cooling 2 940 13,998 2 752 11,199 5 $13,428 0.15 0.02 1.692 Lighting - Indoor 71 497,801 6,431,203 57 401,254 5,178,050 1,669 $132,705 3.59 2.10 0.035 Lighting - Outdoor 0 112,018 1,454,995 0 89,568 1,163,721 506 $97,253 1.45 1.44 0.114 Service & Domestic Hot Water 4 19,764 217,408 4 18,271 200,978 65 $4,139 4.89 4.60 0.027 EE Subtotal 78 642,446 8,259,954 63 518,343 6,653,924 2,278 $273,784 2.38 1.45 0.056 EE and Low Income Subtotal 78 642,446 8,259,954 63 518,343 6,653,924 2,278 $273,784 2.38 1.45 0.056 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 78 642,446 8,259,954 63 518,343 6,653,924 2,278 $273,784 2.38 1.45 0.056 EE in California’s Public Power Sector: 17th Edition — 2023 A-102 TABLE 2. LMUD EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 71 589,420 7,662,458 57 471,536 6,129,966 2,100 $202,894 2.93 2.00 0.045 Residential 8 53,026 597,496 7 46,807 523,957 179 $70,891 0.82 0.38 0.181 EE Subtotal 78 642,446 8,259,954 63 518,343 6,653,924 2,278 $273,784 2.38 1.45 0.056 EE and Low Income Subtotal 78 642,446 8,259,954 63 518,343 6,653,924 2,278 $273,784 2.38 1.45 0.056 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 78 642,446 8,259,954 63 518,343 6,653,924 2,278 $273,784 2.38 1.45 0.056 EE in California’s Public Power Sector: 17th Edition — 2023 A-103 TABLE 3. LMUD EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 71 590,060 7,668,620 57 471,910 6,133,600 2,101 $206,626 2.87 1.97 0.046 Residential 7 50,266 560,409 7 44,932 498,502 170 $55,565 0.99 0.40 0.149 Residential - Single-Family 0 2,120 30,925 0 1,501 21,821 7 $11,594 0.23 0.23 0.743 EE Subtotal 78 642,446 8,259,954 63 518,343 6,653,924 2,278 $273,784 2.38 1.45 0.056 EE and Low Income Subtotal 78 642,446 8,259,954 63 518,343 6,653,924 2,278 $273,784 2.38 1.45 0.056 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 78 642,446 8,259,954 63 518,343 6,653,924 2,278 $273,784 2.38 1.45 0.056 EE in California’s Public Power Sector: 17th Edition — 2023 A-104 LODI ELECTRIC UTILITY Lodi Electric Utility at a Glance • Climate Zone: 12 • Customers: 27,747 • Total annual retail sales: 450,539 MWh • Annual Retail Revenue: $78,437,312 • Annual EE expenditures for reporting year: $601,827 • Gross annual savings from reporting year portfolio: 2,210 MWh Lodi Electric Utility Overview Lodi Electric Utility (LEU) utilizes the EE program to engage with residential customers, bring value to local businesses and through its commercial EE programming, expand the business relationship with key accounts. The EE program is designed to benefit all customer segments and offers a wide variety of opportunities for participation. Residential programs give households the opportunity to not only receive rebates by purchasing energy efficient appliances, but also learn how a new way of looking at household energy use and making a few simple changes can make a difference in their personal carbon footprint. In 2022, with a median household income of $66,596 and nearly half (46.6%) of the housing in the city renter- occupied, many LEU customers would not have the ability or financial means to make Residential, 389 Commercial, 1,174 Industrial, 647 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-105 significant EE improvements to their homes. Business accounts large and small can also take advantage of similar energy efficient rebates and measures which serve to increase their bottom line and help LEU meet their EE goals. Major Program and Portfolio Changes In FY 2022, LEU continued to offer a comprehensive selection of programs for commercial, industrial, and residential customers. There were no significant program changes. Reportable energy savings have decreased from last year due to a decrease in commercial and industrial projects. In FY 2022, Lodi achieved 127% of net annual energy savings targets. LEU continued its 2021 partnership with Tree Lodi, a non-profit community-based organization dedicated to the planting, maintenance, and preservation of trees to plan and implement the LEU’s first pilot Shade Tree Program. An integral component of the program will be the measurement of GHG emissions reductions of surviving trees following a two-year period of pilot implementation. Program and Portfolio Highlights LEU continued to offer the Residential DI and Snapshot Audit program that it started in FY 2016. This program offers installation of LEDs, advanced power strips, thermostatic shower valves, shower heads, and aerators in customer homes at no cost. The intent is to provide a program for residential customers that do not traditionally participate in EE rebate programs. While open to all residential customers, the program specifically targets multi-family and low-income properties, as they are not likely to benefit from traditional EE programs. The Non-Residential Rebate Program continues to provide a large portion of energy savings achieved, accounting for 55% of annual net savings for FY 2022. Through key accounts management, the utility maintains a proactive and positive relationship with LEU’s largest energy consumers. These relationships are vital to Lodi’s overall economic development strategy and through them our large commercial and industrial customers have been effectively encouraged to engage and make investments in EE. Commercial, Industrial & Agricultural Programs LEU manages a comprehensive EE incentive program for commercial and industrial customers focusing on EE and peak load reduction. Rebates are available for upgraded lighting, HVAC, appliances, refrigeration equipment, electronics, and in cases where an analysis is performed rebates can be offered for additional equipment that reduces energy use and/or demand. On- site energy audits are provided by energy specialists. EE measures are recommended, and additional visits are completed upon request. There are no Agricultural customers in LEU service territory. • Non-Res Lighting: LEU offers rebates to business owners who invest in the installation of energy efficient lighting upgrades. EE in California’s Public Power Sector: 17th Edition — 2023 A-106 • Non-Res HVAC: LEU offers rebates to commercial customers for energy efficient HVAC upgrades. • Non-Res Refrigeration: Rebates are available to improve the efficiency of commercial refrigeration systems. • Non-Res Appliances: Rebates are available for energy efficient cooking equipment such as ovens, dishwashers, fryers, griddles, etc. • Non-Res Electronics: LEU offers rebates for uninterrupted power supplies, plug-load occupancy sensors and smart power strips. • Non-Res Custom: LEU offers rebates to business owners based on site-specific equipment and usage. Rebates are tailored to the individual business owner’s needs based on the audit and the potential energy savings associated with the project. In addition, LEU offers zero percent energy financing that allows commercial customers to install energy efficient improvements up to $150,000. The loan requirements are simple, easy to administer, and are paid back to LEU over a 24-month period. The amounts due are invoiced on the customer’s monthly utility bill. • Keep Your Cool: This program provides direct installation of energy savings measures for restaurants, convenience stores, or other facilities with commercial refrigeration. The program offers upgraded equipment such as energy efficient motors, motor controls, anti-sweat heater controls, door closers and case lighting to help reduce energy use. This program is a popular energy savings program for commercial and industrial customers in Lodi, particularly retail food distributors. Residential Programs For residential customers, rebates are offered for the installation of various EE measures, such as lighting, HVAC, appliances, and weatherization. On-site energy audits are provided by energy specialists. • Residential Lighting: LEU offers rebates to homeowners who install ENERGY STAR® qualified LED lamps/bulbs, ceiling fans and LED holiday lights. • Residential HVAC: LEU offers rebates to homeowners who install high performance heat pumps and air-conditioners that exceed current state requirements. LEU also offers a rebate for duct sealing when not required by code. • Residential Equipment: LEU offers rebates to homeowners who purchase new ENERGY STAR® qualified products, including clothes washers, dishwashers, pool pumps, refrigerators, and advanced power strips. • Residential Weatherization: LEU offers rebates to homeowners who invest in weatherizing their homes, including attic and wall insulation, window treatments, solar attic fans, and air sealing. • Residential Water Heater Rebate: LEU offers rebates to homeowners who purchase a new, energy efficient electric water heater. EE in California’s Public Power Sector: 17th Edition — 2023 A-107 • Residential DI: Audits are performed on residential homes and advanced smart power strips, faucet aerators, thermostatic shower valves, and ENERGY STAR® rated LEDs are installed at no cost to the customer. Complementary Programs Low-Income Programs: • Lodi C.A.R.E. Package Program: Provides payment assistance grants to very low-income customers in need of assistance paying their electric utility account. In 2022, CARE Package assistance payments were increased from $110 to $150. Eligible participants may apply for up to $150 in a six month period. • Lodi SHARE Discount Rate: LEU provides a rate discount of 30% for qualifying residential customers on their electric utility monthly billing statement; over $476,540K was budgeted in FY22 for this rate discount from the Lodi Public Benefits Program fund. • Renewable Energy Programs: LEU offers an Energy Purchase rate tariff for customers interested in installing solar. In addition, LEU funds a portion of its eligible power supply costs from the Public Benefits Program fund each year, totaling a little over $120K in FY 2022. • EVs: LEU offers rebates for residential and commercial EV chargers and in April 2022, added rebates for the purchase of new and used zero emission vehicles including both standard and income-qualifying rebates. Efforts also continued throughout the City in FY 2022 to replace public EV charging stations with the help of the California Electric Vehicle Infrastructure Project and LCFS funding. • EE and Conservation Curriculum: LEU has successfully implemented a middle school educational curriculum designed to teach students about how to use energy responsibly. Energy education efforts include a science-based EE curriculum designed to demonstrate how small changes in energy use can make a big impact on overall energy consumption. Beginning in September 2021 to June 2022, educational program highlights included lessons delivered through an in-person and on-line platform to 544 students across 10 Lodi middle schools. This content was followed with hands-on activities to enhance learning retention. During the implementation period, teachers, students, and parents were given access to the on-line Web App. During the final lesson, students completed exercises that required measuring current home energy use, retrofitting home energy use devices with high efficiency devices from take-home kits. As part of the program, students were given the opportunity to participate in three competitions: the Student Challenge, Video Contest, and Photo Contest. EM&V Studies Previously completed EM&V reports are available for review on the NCPA website.40 40 See www.ncpa.com/policy/reports/emv/. EE in California’s Public Power Sector: 17th Edition — 2023 A-108 Major Differences or Diversions from California POU TRM for Energy Savings LEU relies heavily on the savings listed in the TRM. The Commercial Lighting and Commercial Custom programs use custom savings calculations based on actual pre and post equipment specifications. EE in California’s Public Power Sector: 17th Edition — 2023 A-109 TABLE 1. LEU EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Appliance & Plug Loads 7 67,428 613,780 6 47,169 397,098 133 $82,963 0.52 0.52 0.277 Building Envelope 60 66,607 1,383,949 22 23,934 498,467 509 $72,273 1.90 0.37 0.224 HVAC - Cooling 20 41,605 378,782 17 34,356 310,419 125 $43,002 2.11 1.51 0.179 Lighting - Indoor 200 1,256,999 17,833,145 190 1,193,612 16,932,881 5,503 $279,382 5.66 3.07 0.023 Lighting - Outdoor 0 754,618 9,840,445 0 716,887 9,348,422 4,048 $121,720 7.61 5.65 0.018 Service & Domestic Hot Water 4 22,622 248,847 1 7,027 77,294 32 $2,487 3.12 2.67 0.043 EE Subtotal 291 2,209,880 30,298,947 236 2,022,984 27,564,581 10,349 $601,827 4.63 2.33 0.030 EE and Low Income Subtotal 291 2,209,880 30,298,947 236 2,022,984 27,564,581 10,349 $601,827 4.63 2.33 0.030 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 291 2,209,880 30,298,947 236 2,022,984 27,564,581 10,349 $601,827 4.63 2.33 0.030 EE in California’s Public Power Sector: 17th Edition — 2023 A-110 TABLE 2. LEU EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 80 1,174,430 15,136,652 76 1,113,564 14,365,035 5,606 $185,644 7.49 5.37 0.018 Industrial 96 646,655 10,346,474 91 614,322 9,829,150 3,200 $97,568 9.35 3.03 0.014 Residential 115 388,796 4,815,821 69 295,098 3,370,396 1,544 $318,615 1.52 0.76 0.128 EE Subtotal 291 2,209,880 30,298,947 236 2,022,984 27,564,581 10,349 $601,827 4.63 2.33 0.030 EE and Low Income Subtotal 291 2,209,880 30,298,947 236 2,022,984 27,564,581 10,349 $601,827 4.63 2.33 0.030 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 291 2,209,880 30,298,947 236 2,022,984 27,564,581 10,349 $601,827 4.63 2.33 0.030 EE in California’s Public Power Sector: 17th Edition — 2023 A-111 TABLE 3. LEU EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 174 1,823,202 25,594,460 163 1,717,248 24,152,008 8,793 $283,841 8.09 4.10 0.016 Assembly 4 14,520 84,243 4 12,342 71,606 23 $1,065 7.46 4.60 0.017 Other Commercial 2 6,925 63,610 2 5,886 54,069 17 $2,982 1.85 3.32 0.071 Residential 104 332,137 4,189,742 63 267,404 3,068,057 1,405 $261,941 1.69 1.06 0.116 Residential - Single-Family 7 33,096 366,892 5 20,103 218,841 111 $51,997 0.67 0.16 0.318 EE Subtotal 291 2,209,880 30,298,947 236 2,022,984 27,564,581 10,349 $601,827 4.63 2.33 0.030 EE and Low Income Subtotal 291 2,209,880 30,298,947 236 2,022,984 27,564,581 10,349 $601,827 4.63 2.33 0.030 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 291 2,209,880 30,298,947 236 2,022,984 27,564,581 10,349 $601,827 4.63 2.33 0.030 EE in California’s Public Power Sector: 17th Edition — 2023 A-112 LOMPOC ELECTRIC UTILITY Lompoc Electric Utility at a Glance • Climate Zone(s): 5 • Customers: 15,195 • Total annual retail sales (MWh): 112,610 • Annual Retail Revenue: $19,191,527 • Annual EE expenditures for reporting year: $132,271 • Gross annual savings from reporting year portfolio (MWh): 110 Lompoc Electric Utility Overview Established in 1923, the City of Lompoc’s Electric Utility serves electricity to over 15,000 customers in the Central Coast region of California. Lompoc offers a variety of programs to assist all customer classes by economizing their monthly electricity costs through EE and conservation practices. The local climate, customer base and community demographics largely influence Lompoc’s strategy to offer effective energy-saving programs to its customers. In FY 2022, a majority of the Lompoc’s energy savings were achieved through its commercial lighting retrofit program, since there is little need for air conditioning in Lompoc’s coastal climate and most buildings are heated by gas. Residential customers accounted for 90% of Lompoc’s customer base in FY 2022, with an average residential electricity use of 328 kWh per Residential, 27 Commercial, 69 Low Income, 13 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-113 month. Only 11% of the retail customer connections are commercial and demand customers; however, these customer classes hold the majority of energy savings opportunities within Lompoc’s electricity service territory. The demographics of the Lompoc community also have an impact on the participation rate of EE programs. The average median household income in Lompoc is $60,234 with 19.4% of the population living in poverty.41 Many residential customers have limited funds or little incentive to make EE improvements to their homes. During FY 2022, numerous small, local businesses within Lompoc’s service territory were continuing to recover and resume normal business after the COVID-19 pandemic, leaving little room for owner-led investment in EE upgrades during this time. To assist its customers, Lompoc continued to offer generous rebate and income-qualifying programs for customers. Major Program and Portfolio Changes In FY 2022, Lompoc began seeking new ways to help its customers reduce energy use while continuing to offer its usual EE and conservation programs. As an element of distributed energy resources research, Lompoc purchased two EV ARC stations in FY 2022 using a $100,000 grant provided by the Santa Barbara County Air Pollution Control District’s Clean Air Grants Program, which covered a majority of the project cost. The EV ARC systems are grid-independent, self- contained EV charging systems that include a solar generation system, battery storage, and an EV charger designed to generate and store clean electricity, then deliver that electricity to electric and hybrid vehicles at any given time of the day. Lompoc opted to offer the use of the EV ARC stations to the public at no cost to station users. This project reduced local energy demand created by EV charging and helped Lompoc better understand its customer base’s current and future electrification needs by inducing local conversation about transportation electrification. These were the first publicly accessible EV chargers Lompoc installed in its service territory. Lompoc also began its LED Lightbulb Replacement and LED Holiday Light Exchange programs in FY 2022. Customers of all classes were able to bring their old, inefficient lightbulbs or holiday light strings into City Hall and replace them with new, efficient light bulbs or holiday lights. Lompoc offered the new equipment, as well as the disposal of hazardous and electronic waste, at no cost to utility customers as both programs were funded with public benefit resources. These programs assisted customers with old, inefficient lighting equipment to replace it without having to incur an upfront purchase cost and lessened the increase in electric utility bills during the holiday season. Program and Portfolio Highlights Lompoc noticed increased participation in its Commercial Lighting Rebate Program from C&I, and institutional customers this year and hopes to continue increasing participation in the 41 See https://www.census.gov/quickfacts/lompoccitycalifornia. EE in California’s Public Power Sector: 17th Edition — 2023 A-114 program in future years. This program is designed to support commercial, industrial and institutional customers optimize their energy usage by incentivizing the removal and replacement of old, inefficient light fixtures with more efficient LED fixtures. This program provided 63% of Lompoc’s annual energy savings in FY 2022. Commercial, Industrial & Agricultural Programs Lompoc offers a number of rebate programs for commercial, industrial and agricultural customers, including rebates for lighting, HVAC, and other energy-efficient equipment upgrades. These customer classes may also apply for rebates on custom energy-saving projects. Lompoc currently classifies industrial and agricultural customers as commercial customers; therefore, there are no specific programs for these sectors. Residential Programs Lompoc offers several rebate opportunities for residential customers such as the Energy Star® Appliance Rebate Program, the LED Lighting Replacement Program, and the Holiday Light Replacement Program. While each residential rebate program provided a small percentage of Lompoc’s overall energy savings, these programs provide all customers a chance to participate in Lompoc’s EE program. It should be noted that clothes washer rebates administered through the Energy Star® Appliance Rebate Program is partly funded from the PBC, sharing program costs with the City of Lompoc’s Water Conservation Fund. Lompoc provides both water and electricity services to its customers, among other services. To help encourage low-income residential customer participation in EE upgrades, Lompoc continued to offer its Income-Qualified Energy Star® Refrigerator Replacement and Recycle Program in FY 2022. Success of this program can be attributed to an established pre-approval process for participating customers, as well as city staff working with one small, locally owned appliance dealer who handles the delivery and installation of new energy-efficient refrigerators. The appliance dealer also handles refrigerator-recycling processes for participating customers. This program expedites the process for low-income customers to participate in the EE program and assists Lompoc to ensure that old, inefficient appliances are recycled properly at the city landfill. Residential customers must meet low-income guidelines established by the Department of Housing and Urban Development (HUD) to participate. Participating customers also pay a portion of the cost back to Lompoc over a year. Complementary Programs In addition to the portfolio programs, Lompoc also offers rate assistance, customer energy use auditing, and has been closely evaluating the feasibility of offering EV charging services. Lompoc provides financial assistance with electricity charges for customers who have a household income level below the HUD Low Income Limits Calculation for the local area. The Customer Energy Audit Program continues to be highly successful in meeting customers’ needs. Using Lompoc’s automatic meter reading capabilities, staff is able to view daily and EE in California’s Public Power Sector: 17th Edition — 2023 A-115 hourly electric use data. Customers are provided with reports of their electric use which can help them better understand their usage and implement staff suggestions to reduce energy use without making investments in EE upgrades. Audits are also offered over-the-phone and via email to further assist customers who are unable to visit City Hall during business hours. Customers may also borrow a watt meter to measure the energy use of appliances and electronics used at home. EM&V Studies Previously completed EM&V reports are available for review on the CMUA website.42 Major Differences or Diversions from CA POU TRM for Energy Savings The City of Lompoc used the CMUA Savings Estimation TRM as the primary source for calculating and reporting annual EE program performance during FY 2022. 42 See https://www.cmua.org/emv-reports. EE in California’s Public Power Sector: 17th Edition — 2023 A-116 TABLE 1. LOMPOC EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Appliance & Plug Loads 1 17,504 198,631 1 9,087 101,164 40 $82,865 0.15 0.15 1.120 Lighting - Indoor 7 31,198 426,277 6 23,164 312,313 97 $14,452 1.94 1.47 0.064 Lighting - Outdoor 0 48,171 605,398 0 37,763 479,677 207 $12,354 4.26 1.58 0.035 EE Subtotal 8 96,873 1,230,306 6 70,015 893,155 345 $109,671 0.85 0.71 0.168 Appliance & Plug Loads 2 12,694 110,016 1 8,886 77,011 26 $22,600 0.39 0.53 0.398 Low-Income Subtotal 2 12,694 110,016 1 8,886 77,011 26 $22,600 0.39 0.53 0.398 EE and Low Income Subtotal 10 109,567 1,340,322 8 78,900 970,166 370 $132,271 0.77 0.69 0.186 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 10 109,567 1,340,322 8 78,900 970,166 370 $132,271 0.77 0.69 0.186 EE in California’s Public Power Sector: 17th Edition — 2023 A-117 TABLE 2. LOMPOC EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 7 69,493 903,409 5 55,594 722,727 280 $14,606 5.04 2.07 0.028 Residential 2 27,380 326,897 1 14,420 170,427 65 $95,065 0.20 0.20 0.772 EE Subtotal 8 96,873 1,230,306 6 70,015 893,155 345 $109,671 0.85 0.71 0.168 Residential 2 12,694 110,016 1 8,886 77,011 26 $22,600 0.39 0.53 0.398 Low-Income Subtotal 2 12,694 110,016 1 8,886 77,011 26 $22,600 0.39 0.53 0.398 EE and Low Income Subtotal 10 109,567 1,340,322 8 78,900 970,166 370 $132,271 0.77 0.69 0.186 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 10 109,567 1,340,322 8 78,900 970,166 370 $132,271 0.77 0.69 0.186 EE in California’s Public Power Sector: 17th Edition — 2023 A-118 TABLE 3. LOMPOC EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 8 77,376 954,839 6 60,527 754,667 291 $31,203 2.47 1.40 0.056 Residential 1 14,866 205,996 0 6,246 89,858 38 $46,739 0.23 0.23 0.727 Residential - Single-Family 0 4,631 69,471 0 3,242 48,630 16 $31,729 0.17 0.18 0.916 EE Subtotal 8 96,873 1,230,306 6 70,015 893,155 345 $109,671 0.85 0.71 0.168 All 2 8,932 53,592 1 6,252 37,514 12 $11,069 0.38 0.51 0.386 Residential - Single-Family 0 3,762 56,424 0 2,633 39,497 13 $11,531 0.40 0.55 0.410 Low-Income Subtotal 2 12,694 110,016 1 8,886 77,011 26 $22,600 0.39 0.53 0.398 EE and Low Income Subtotal 10 109,567 1,340,322 8 78,900 970,166 370 $132,271 0.77 0.69 0.186 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 10 109,567 1,340,322 8 78,900 970,166 370 $132,271 0.77 0.69 0.186 EE in California’s Public Power Sector: 17th Edition — 2023 A-119 LOS ANGELES DEPARTMENT OF WATER & POWER Los Angeles Department of Water & Power at a Glance • Climate Zones: 6, 8, 9 • Customers: 1,565,000 • Total annual retail sales: 21,255,000,000 MWh • Annual Retail Revenue: $4,268,478,000 • Annual EE expenditures for reporting year: $181,895,085 • Gross annual savings from reporting year portfolio: 154,324 MWh Los Angeles Department of Water & Power Overview The Los Angeles Department of Water and Power (LADWP) was established in 1902 to deliver water to the City of Los Angeles and distribute electricity in 1916. LADWP is the largest municipal utility in the nation, providing reliable energy and water services to 4 million residents and 450,000 businesses (1.5M customer accounts) in four different climate zones: 6, 8, 9, and 16. LADWP registered a peak demand of 4,868 MW on September 9, 2021. Major Program and Portfolio Changes Most programs that were temporarily suspended for health and safety of customers during the COVID-19 pandemic continued full operation in 2021. The programs that returned to full Residential, 34,330 Commercial, 116,612 Low Income, 3,382 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-120 operation were HVAC Optimization Program, Refrigerator Exchange Program, Refrigerator Turn-In & Recycle, LAUSD DI Program and the Commercial DI Program. The Home Energy Improvement Program (HEIP) remained suspended throughout FY 2022. The Residential Lighting Efficiency Program (RLEP) did not return to normal Direct-to-Door distribution in FY 2022, but customers participating in the Refrigerator Exchange Program are provided two LED bulbs at the time the new refrigerator is delivered. The Comprehensive Affordable Multifamily Retrofits (CAMR) was launched in May 2022 to assist L.A.’s low income, multifamily property owners. CAMR offers multifamily property owners free property assessments to identify efficiency opportunities to help owners and their residents to save energy and reduce costs. In addition, qualified property owners will receive aid with work scope development and the contractor procurement process. Due to the COVID-19 pandemic, supply chain and computer chip manufacturing shortages has severely limited participation in the Refrigerator Exchange Program since the 4th quarter of FY 2022 due to lack of inventory. Program and Portfolio Highlights • HVAC Optimization Program: The HVAC Optimization Program (ACOPT) was shut down for the majority of the FY 2021 due to the COVID-19 pandemic and reopened at the beginning of FY 2022. An increased rebate was added in the second quarter of the fiscal year to encourage customers replacing their old, inefficient HVAC systems to make the fuel conversion from natural gas heating to a high efficiency, all-electric option. • City Plants: The Tree Ambassador sub-program trains local members of DACs in urban forestry and how to recruit nearby participation. New marketing campaigns were implemented successfully using a variety of outreach methods. More integrated cross- promotion has begun with the Turf Replacement program and related Water Conservation offerings. • HEIP: While the program was suspended the entire fiscal year, it expanded program terms and conditions to focus on multi-family properties, while creating a dedicated Multi-family HEIP application for eligible properties. • Refrigerator Turn in & Recycle Program: In an effort to increase customer awareness and participation in the program, LADWP continued to offer the increased incentive of $60 per refrigerator/freezer recycled. • Program Outreach & Community Partnerships Program: The program expanded its focus beyond efficiency programs to topics such as financial assistance, community solar, water quality, and electric vehicles. Began utilizing online signatures, digital program documents, and virtual meetings resulting in time, cost, and GHG savings. Short notice adjustments to scopes of work allowed support of LADWP CARES grants. Overall funding was increased with an added emphasis on financial assistance programs in all grant phases. EE in California’s Public Power Sector: 17th Edition — 2023 A-121 • Savings by Design / Zero by Design: On January 1, 2021, Savings by Design (SBD) transitioned to Zero By Design (ZBD) without the SoCalGas partnership. The program provides greater flexibility to customers and offers streamlined incentive payment options which had created challenges under SBD. The ZBD program offers two tracks: o Express – Select prescriptive measures using deemed savings. o Custom – Whole building projects using energy modeling for savings. • Prescriptive Measures which use deemed savings include Water Cooled Chiller Centrifugal w/ Conventional Variable Speed Drive, Water Cooled Chiller Variable Speed Screw, Variable Speed Drive for a Central Plant System Condenser Water Pump, Air Cooled Constant Speed Screw Chiller, and Cogged V-Belt for HVAC Fan Motors. • External Studies: LADWP has contributed to several research studies as it relates to Building Electrification, including the following: o NBI’s Building Electrification Technology Roadmap (BETR).43 o E3’s Residential Building Electrification in California.44 LADWP is also partnered with The National Renewable Energy Lab (NREL) to develop a technology prioritization process as LADWP ramps up its Emerging Technologies efforts. This effort incorporates many of the tools and methods used in LADWP’s 100% Renewable study effort (LA100).45 The set of tools and methods allows LADWP to assess potential impacts as it relates to it building stock for a given technology. This effort will have multiple use cases to empower LADWP to provide more accurate potential studies and develop a pipeline of new technology assessments to determine the appropriate intervention required to get maximum benefits. The goal is to quantify achievable contributions towards goals set by state and local energy policies for the lowest cost. Commercial, Industrial & Agricultural Programs • City Plants: The City Plants (CP) Program provides free shade trees for residents and property owners in Los Angeles to promote tree planting to improve the city's tree canopy, air quality, stormwater retention, and, importantly, building EE. This program is operated by the City Plants team under the city's Board of Public Works and supported by LADWP. Through this partnership, City Plants can provide free shade trees for residents and property owners and information on where to plant the trees for maximum EE benefits. City Plants currently focuses on delivering trees to residential and commercial 43 See https://newbuildings.org/resource/building-electrification-technology-roadmap/. 44 See https://www.ethree.com/e3-quantifies-the-consumer-and-emissions-impacts-of-electrifying-california- homes/. 45 See https://www.ladwp.com/ladwp/faces/ladwp/aboutus/a-power/a-p-cleanenergyfuture/a-p- renewableenergystudy. EE in California’s Public Power Sector: 17th Edition — 2023 A-122 customers and planting trees on residential parkways, commercial parkways, and other city property (Res Cooling, Res Shell, Commercial Shell). • C&S: The Codes, Standards & Ordinances Program conducts advocacy activities to improve building, appliance, and water use efficiency regulations. These activities include monitoring and active participation in code and standard development, compliance and enforcement support with our sister agency Los Angeles Department of Building and Safety, legislative review, sponsorship of local ordinances, and participation in policy efforts with other city departments, state agencies and utilities. The goal of this program is to promote sustainability concerning water and energy use. The principal audience includes the Los Angeles City Department of Building and Safety, Los Angeles City Planning, Los Angeles City Department of Public Works, and the Los Angeles City Council, which develop and adopt codes and standards specific to Los Angeles that go beyond state and federal regulation. Other audiences include state agencies, which conduct periodic rulemakings to update EE and water conservation regulations and standards, and industry groups that conduct research and develop industry-specific standards. (Non-Res Process) • Commercial DI: The Commercial DI Program is a free DI program that targets small, medium, and large business customers in the LADWP service territory. LADWP partners with SoCalGas on this program to offer a tri-resource efficiency program aiming to reduce the use of electricity, water, and natural gas. The CDI program is available to qualifying businesses whose average monthly electrical demand is 250 kW or less. (Non- Res Lighting) • Commercial Lighting Incentive Program: The Commercial Lighting Incentive Program (CLIP) offers customers incentives to install newly purchased and installed energy- efficient lighting and controls. CLIP currently provides incentives to customers whose monthly electrical use is greater than 200 kW. CLIP’s calculated savings approach allows customers to tailor their lighting efficiency upgrades to meet their lighting needs better, attain greater energy savings, and receive higher incentives. (Non-Res Lighting) • Custom Performance Program (CPP): The Custom Performance Program (CPP) provides cash incentives for energy savings achieved through the implementation and installation of various EE measures and equipment that meet or exceed Title 24 or industry standards. Measures may include but are not limited to equipment controls, industrial process, retrocommissioning, chiller efficiency, and/or other innovative energy savings strategies. CPP’s Custom Express fast tracks smaller, less energy-intensive projects with deemed energy savings projections to help expedite application processing and get customers paid faster, while CPP’s Custom Calculated conducts an in-depth energy savings analysis to custom calculate customers’ individual efficiency projects’ energy savings. By utilizing our customers’ existing facility conditions as the baseline, CPP’s Custom Calculated EE in California’s Public Power Sector: 17th Edition — 2023 A-123 maximized our customers’ savings potential! (Non-Res Cooling, Non-Res Comprehensive, Non-Res Motors, Non-Res Lighting, Non-Res Refrigeration) • Food Service: The Food Service Program (FSP) offers incentives to encourage retrofit measures and technologies to reduce energy consumption in supermarkets, liquor stores, convenience stores, restaurants, etc. Rebates are offered for ovens, griddles, steam cookers, holding cabinets, glass and solid door refrigerators/freezers, ice makers, dishwashers and handwrappers. (Non-Res Refrigeration, Non-Res Cooking) • LADWP Facilities: The LADWP Facilities Upgrade Program strives to improve energy and water efficiency throughout LADWP’s facilities with EE upgrades in HVAC and lighting and water efficiency upgrades in plumbing fixtures, leak correction and landscaping improvements. It identifies and assists those LADWP facilities to reduce energy and water usage, which results in a reduction in energy and water consumption and procurement expense for LADWP that would otherwise be borne by LADWP customers. (Non-Residential Lighting) • Los Angeles Unified School District DI: The Los Angeles Unified School District (LAUSD) DI Program is designed to improve energy and water efficiency throughout LAUSD's facilities through upgrades in electric and water systems. This program provides EE design assistance, project management experience, and retrofitting installation, utilizing LADWP’s Power Construction Maintenance (PCM) and Commercial DI program to assist LAUSD facilities reducing energy usage and corresponding utility expenses. (Non-Res Lighting) • SBD and ZBD: The SBD Program was a California statewide non-residential new construction program, in which LADWP partnered with SoCalGas to offer a uniform, multi-faceted program designed to consistently serve the needs of the commercial building community. SBD encouraged energy-efficient building design and construction practices, promoting the efficient use of energy by offering up-front design assistance, owner incentives, design team incentives, and energy design resources. On January 1, 2021, SBD transitioned to ZBD without the SoCalGas partnership. ZBD is LADWP’s non-residential new construction incentive program. Launched on January 1, 2021, LADWP ZBD replaces the California-statewide SBD program that was held in partnership with SoCalGas. LADWP ZBD encourages energy-efficient building design and construction practices by promoting the efficient use of energy by offering up-front design assistance, owner incentives, design team incentives, and energy design resources. (Non-Res Comprehensive) • Upstream HVAC: The nonresidential Upstream HVAC Program is a market transformation-oriented program. This program offers incentives to upstream market actors who sell qualifying high-efficiency HVAC equipment. The logic that underscores this program's design is that a small number of upstream market actors can impact EE in California’s Public Power Sector: 17th Edition — 2023 A-124 thousands of customers and influence their choice of equipment by increasing the stocking and promotion of high-efficiency HVAC equipment. The upstream model cost-effectively leverages this market structure and existing relationships. The program added additional upstream market actors to expand its coverage of the Los Angeles market. The upstream program is designed to adapt to market changes. Therefore, LADWP will continue working with relevant industry players to enhance the program to include new beyond-code upstream incentives continually. (Commercial Cooling) Residential Programs • California Advanced Homes: The California Advanced Home Program (CAHP) is a statewide residential construction incentive program in which LADWP participated through a partnership with the Southern California Gas Company. CAHP incentivized builders and designers to create environmentally friendly, energy-efficient communities for potential home buyers. CAHP was available to single and multi-family residential new construction projects and helped builders prepare for future code changes by encouraging them to build homes that exceed code, ultimately driving new homes to Zero Net Energy (ZNE). The program partnership ended in December 2019. (Res Comprehensive) • Consumer Rebate Program (CRP): The Consumer Rebate Program offers incentives to its residential customers to promote and advance comprehensive EE measures, including whole-house solutions, plug load efficiency, performance standards, and integration opportunities. CRP is designed to offer and promote specific and comprehensive energy solutions within the residential market sector. (Res Cooling, Res Shell, Res Refrigeration, Res Pool Pump) • Efficient Product Marketplace: The Efficient Product Marketplace (EPM) offers customers the opportunity to research, locate, and purchase energy efficient products online. Residential customers can also apply for rebates on qualifying ENERGY STAR® products, including refrigerators, room air conditioners, LED lighting, and televisions. Rebates are also available for Wi-Fi enabled thermostats and advanced power strips. Customers have the option of purchasing qualified products from a third-party retailer and submitting a rebate application or purchasing select products directly through the online marketplace and having the rebate applied as an instant discount at the time of purchase. (Res Cooling, Res Lighting, Res Refrigeration) • HEIP: The HEIP is a comprehensive DI whole-house retrofit program that offers residential customers a full suite of free products and services to improve the home's energy and water efficiency by upgrading/retrofitting the home's envelope and core systems. While not limited to low-income customers, in FY 2021, HEIP expanded to serve DACs and residential customers by including the multi-family segment. (Res Shell, Res Lighting) EE in California’s Public Power Sector: 17th Edition — 2023 A-125 • HVAC Optimization Program: The AC Optimization Program provides services by certified, professional HVAC technicians to analyze cooling systems and provide basic maintenance to maximize system efficiency. This service is offered to eligible residential and commercial LADWP customers at no cost. This program also offers a programmable, Wi-Fi enabled thermostat free of charge to residential customers. (Res Cooling) • Refrigerator Exchange Program / Window AC: The Refrigerator Exchange Program (REP) is a free refrigerator replacement program designed to target customers that qualify on either LADWP's Low-Income or its Senior Citizen/Disability Lifeline Rates as well as Multi-Residential or Non-Profit customers. The program was expanded to include the following entities, multi-family or mobile home communities, civic, community, faith- based organizations, and educational institutions. This Program leverages a 3rd Party Contractor, ARCA, to administer the program's delivery and provide new, energy-saving ENERGY STAR® rated refrigerators for this customer segment to replace qualifying older, inefficient, but operational models. Additionally, customers can pair the REP with the Window Air Conditioner Recycling Program, which offers a $25 rebate to residential customers to turn in their old window air conditioners. Eligible units must be fully operational and satisfy certain age and size requirements. (Res Refrigeration) • Refrigerator Turn-In & Recycle: The Refrigerator Turn-in and Recycle Program offers a $60 rebate, along with free pick-up, to residential customers to turn-in old refrigerators and freezers for recycling. Eligible units must be fully operational and satisfy certain age and size requirements. LADWP leverages ARCA to administer the program's delivery. (Res Refrigeration) • Residential Lighting Efficiency Program: The Residential Lighting Efficiency Program (RLEP) provides LED lamps to customers to reduce their home electrical use. The primary channel for distributing the LED lamps is by way of Direct-to-Door to residential customers within LADWP's service territory. Lamps are also distributed at community events and by community-based organizations. Alternative and additional distribution campaigns continue to be evaluated. (Res Lighting) Complementary Programs • Low-Income Programs: Refrigerator Exchange Program, Home Energy Improvement Program, Energy Savings Assistance Program and Commercial DI Program are key programs offered to the community, small business customers, hard to reach customers, low-income customers, and multi-unit dwellings. • Emerging Technologies Program: The LADWP Emerging Technologies Program (ETP) is designed to accelerate the introduction of innovative energy and water-efficient technologies, applications, and analytical tools that are not yet widely adopted in California. By reducing both the performance uncertainties associated with new products and institutional barriers, this program's ultimate goal is to increase the EE in California’s Public Power Sector: 17th Edition — 2023 A-126 probability that promising energy and water efficiency technologies will be commercialized and adopted throughout Los Angeles. As a non-resource program for LADWP and focused on promoting the development and implementation of new technologies in the LADWP community, ETP provides energy and water savings that are ultimately captured in LADWP’s resource programs. In this way, ETP plays a vital role in positioning LADWP as a state and national leader in energy and water efficiency. • Green Power for a Green L.A. Program: The Green Power for a Green L.A. program gives Los Angeles residents, businesses, and governmental agencies a stake in preserving and protecting our environment through their voluntary contribution to support additional renewable energy. Customers who sign up for Green Power choose to have all, or a portion, of their electricity needs generated from renewable energy sources. • Program Outreach & Community Partnerships Program: The Program Outreach & Community Partnerships Program is an advocacy program that strives to improve customer awareness among LADWP’s “hard-to-reach” customers of electric efficiency and water conservation programs through community-based activities organizations. This program offers grants to local non-profit organizations that are awarded through a competitive selection process to work in one of the fifteen Los Angeles City Council Districts, or, on an at-large basis, to improve community and customer awareness of LADWP’s core EE and water conservation programs and free services customers can take to reduce energy and water use. The program has expanded to focus on other topics such as financial assistance, community solar, water quality, and electric vehicles. • RD&D: LADWP is involved in various internal energy storage studies and projects using various technologies and use cases, including lithium-ion, flow batteries, compressed air, thermal energy storage at levels of the power system, including generation, transmission, distribution, and behind the meter. Some of these studies are in collaboration with the Electric Power Research Institute • EV Charger Rebate Program: LADWP introduced the EV Charger Rebate Program, “Charge Up L.A.!” to encourage the installation of convenient EV charging stations at residential and commercial locations to support the purchase and use of EVs. This program benefits the environment and helps EV users save on fuel costs at the same time. The rebate is offered to qualifying commercial customers who purchase and install Level 2 chargers at their business place. Customers who choose to install an optional dedicated TOU meter will qualify for the LADWP’s EV discount of 2.5 cents per kWh. This dedicated service will add cost to the installation process but will yield lower electricity costs for off-peak charging. EM&V Studies EE in California’s Public Power Sector: 17th Edition — 2023 A-127 The total not to exceed budget for the round of EM&V over the 3-year contract period is $4,895,135, which is equivalent to approximately 1% of the total portfolio budget annually. This evaluation will review past (retrospective) impact savings from FY 2016 through FY 2020 while simultaneously reviewing impact savings as it occurs (concurrently), from FY 2021 through FY 2023. The process evaluation portion of the scope will only review the concurrent period. The new round of LADWP EM&V activities started Q3 of 2020 to capture impact evaluation for retrospective years. Both impact and process evaluation will be evaluated for concurrent years. Like prior years, the current round of the EM&V contract will also have a contract term duration of three years. With comparable budgets as proportioned to the portfolio savings. LADWP has opted to evaluate its programs and activities from a holistic standpoint, emphasizing the effects of EE programs. Beyond the core impact and process evaluation findings, the new EM&V efforts will build upon the preliminary Market Transformation (MT) evaluation plan reported in prior years. One of the MT evaluation results will be to quantify the incremental energy savings potential due to market intervention introduced by the City of Los Angeles and a plan to track market indicators to re-calibrate early projections moving forward. Retrospective Impact Evaluation Scope results and reports were delivered by June of 2021. With comprehensive final results and report provided by Oct of 2023. LADWP will publish all past and future reports on the LADWP Website.46 Major Differences or Diversions from California POU TRM for Energy Savings Sources of energy savings include custom engineering calculations using building simulation modeling software such as EnergyPro and eQuest, Openstudio/Energyplus, and simple engineering calculations in spreadsheet format. LADWP’s Custom Performance Program and Commercial Lighting incentive Programs apply these methods, respectively. For DI and residential programs, deemed savings supported by a combination of the latest Technical Reference Manual and utility workpapers are used. Examples of programs using this approach include the Commercial DI, Consumer Rebate Program, the Food Service Program, Refrigerator Exchange, and Refrigerator Recycling Programs. LADWP is currently transitioning towards leveraging the CalTF eTRM for its deemed savings references. Moving forward, all new additions and updates will be referring to the eTRM as the primary source. 46 See https://www.ladwp.com/cs/idcplg?IdcService=GET_FILE&dDocName=OPLADWPCCB436019&RevisionSelectionMe thod=LatestReleased. EE in California’s Public Power Sector: 17th Edition — 2023 A-128 For the current FY 2022 SB 1037 portfolio submission, all gross savings claims are Ex-Post EM&V verified and adjusted. Details of EM&V results, methodologies and overall findings can be found in the latest EM&V report as referenced in the EM&V studies section above. EE in California’s Public Power Sector: 17th Edition — 2023 A-129 TABLE 1. LADWP EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Appliance & Plug Loads 416 2,172,062 19,003,796 416 2,172,062 19,003,796 877 $950,445 1.18 1.13 0.065 Building Envelope 8,170 7,367,636 145,654,040 8,170 7,367,636 145,654,040 5,857 $4,764,729 5.09 4.26 0.050 Commercial Refrigeration 15 127,511 1,912,671 15 127,511 1,912,671 71 $68,010 1.71 0.96 0.050 Food Service 23 165,310 2,168,928 23 165,310 2,168,928 80 $486,977 0.27 0.23 0.307 HVAC - Cooling 9,761 15,897,750 162,752,857 9,761 15,897,750 162,752,857 6,019 $19,495,007 0.95 1.07 0.165 HVAC - Heat Pump 2,950 6,885,943 35,106,334 2,950 6,885,943 35,106,334 1,825 $11,072,637 0.25 0.26 0.404 HVAC - Heating 0 -264,959 -3,983,109 0 -264,959 -3,983,109 -167 $497,714 -0.21 -0.25 -0.182 Lighting - Indoor 9,421 75,048,847 696,344,018 9,421 75,048,847 696,344,018 29,376 $84,725,663 0.51 0.55 0.157 Lighting - Outdoor 1,117 12,491,578 89,798,523 1,117 12,491,578 89,798,523 4,990 $7,179,742 0.45 0.59 0.106 Process 1,330 10,890,937 157,756,501 1,330 10,890,937 157,756,501 5,442 $4,968,877 1.91 1.86 0.044 Service & Domestic Hot Water 0 -15,888 -238,327 0 -15,888 -238,327 -8 $404,567 -0.03 -0.03 -2.421 Water Pumping / Irrigation 2,285 14,709,249 205,744,161 2,285 14,709,249 205,744,161 7,775 $5,484,765 2.49 3.55 0.037 Whole Building 1,226 5,466,004 108,747,301 1,226 5,466,004 108,747,301 4,221 $17,890,214 0.44 0.29 0.249 EE Subtotal 36,714 150,941,980 1,620,767,694 36,714 150,941,980 1,620,767,694 66,358 $157,989,347 0.79 0.79 0.132 Appliance & Plug Loads 544 2,841,247 40,549,256 544 2,841,247 40,549,256 1,622 $4,223,722 0.61 0.61 0.144 Lighting - Indoor 14 102,365 333,252 14 102,365 333,252 15 $18,108 0.71 0.71 0.070 Whole Building 100 437,988 8,830,002 100 437,988 8,830,002 344 $1,523,089 0.42 0.28 0.261 Low-Income Subtotal 658 3,381,600 49,712,510 658 3,381,600 49,712,510 1,981 $5,764,919 0.56 0.49 0.163 EE and Low Income Subtotal 37,371 154,323,580 1,670,480,204 37,371 154,323,580 1,670,480,204 68,339 $163,754,266 0.78 0.78 0.133 All 226 1,819,619 23,806,682 226 1,819,619 23,806,682 869 $122,922 11.44 0.75 0.007 Appliance & Plug Loads 6,824 40,821,061 615,717,668 6,824 40,821,061 615,717,668 23,003 $3,401,980 11.42 7.73 0.008 Building Envelope 2,167 6,826,632 102,968,359 2,167 6,826,632 102,968,359 3,358 $973,952 11.42 8.94 0.013 Commercial Refrigeration 586 5,036,272 75,963,768 586 5,036,272 75,963,768 2,864 $375,084 11.42 7.45 0.007 Food Service 2 13,782 207,879 2 13,782 207,879 7 $1,064 11.42 7.54 0.007 HVAC - Cooling 6,733 26,159,287 394,569,247 6,733 26,159,287 394,569,247 12,639 $3,585,848 11.42 8.86 0.013 Lighting - Indoor 9,066 69,833,954 1,053,328,801 9,066 69,833,954 1,053,328,801 37,411 $5,883,277 11.43 7.77 0.008 Miscellaneous 358 2,878,453 43,416,663 358 2,878,453 43,416,663 1,523 $226,981 11.43 7.60 0.007 Process 5 43,555 656,955 5 43,555 656,955 23 $3,435 11.43 7.60 0.007 Service & Domestic Hot Water 556 4,219,788 63,648,475 556 4,219,788 63,648,475 2,397 $279,591 11.42 7.14 0.006 Whole Building 6,061 36,678,940 553,240,674 6,061 36,678,940 553,240,674 20,626 $3,286,686 11.42 7.91 0.008 C&S Subtotal 32,583 194,331,342 2,927,525,171 32,583 194,331,342 2,927,525,171 104,720 $18,140,819 11.42 7.53 0.009 EE in California’s Public Power Sector: 17th Edition — 2023 A-130 C&S, T&D and Electrification Subtotal 32,583 194,331,342 2,927,525,171 32,583 194,331,342 2,927,525,171 104,720 $18,140,819 11.42 7.53 0.009 Utility Total 69,954 348,654,922 4,598,005,375 69,954 348,654,922 4,598,005,375 173,058 $181,895,085 1.84 1.75 0.055 EE in California’s Public Power Sector: 17th Edition — 2023 A-131 TABLE 2. LADWP EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 14,717 116,611,598 1,230,804,259 14,717 116,611,598 1,230,804,259 49,574 $106,911,406 0.74 0.79 0.116 Residential 21,997 34,330,382 389,963,436 21,997 34,330,382 389,963,436 16,784 $51,077,940 0.88 0.79 0.188 EE Subtotal 36,714 150,941,980 1,620,767,694 36,714 150,941,980 1,620,767,694 66,358 $157,989,347 0.79 0.79 0.132 Residential 658 3,381,600 49,712,510 658 3,381,600 49,712,510 1,981 $5,764,919 0.56 0.49 0.163 Low-Income Subtotal 658 3,381,600 49,712,510 658 3,381,600 49,712,510 1,981 $5,764,919 0.56 0.49 0.163 EE and Low Income Subtotal 37,371 154,323,580 1,670,480,204 37,371 154,323,580 1,670,480,204 68,339 $163,754,266 0.78 0.78 0.133 Commercial 18,489 135,944,395 2,046,855,392 18,489 135,944,395 2,046,855,392 69,618 $12,834,325 11.43 7.37 0.009 Residential 14,094 58,386,947 880,669,779 14,094 58,386,947 880,669,779 35,102 $5,306,494 11.42 7.94 0.008 C&S Subtotal 32,583 194,331,342 2,927,525,171 32,583 194,331,342 2,927,525,171 104,720 $18,140,819 11.42 7.53 0.009 C&S, T&D and Electrification Subtotal 32,583 194,331,342 2,927,525,171 32,583 194,331,342 2,927,525,171 104,720 $18,140,819 11.42 7.53 0.009 Utility Total 69,954 348,654,922 4,598,005,375 69,954 348,654,922 4,598,005,375 173,058 $181,895,085 1.84 1.75 0.055 EE in California’s Public Power Sector: 17th Edition — 2023 A-132 TABLE 3. LADWP EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 1,541 11,392,174 171,501,804 1,541 11,392,174 171,501,804 6,228 $3,976,958 2.86 8.19 0.033 Assembly 260 2,016,461 17,430,572 260 2,016,461 17,430,572 780 $2,529,118 0.44 0.45 0.181 Education - Community College 104 677,209 9,243,157 104 677,209 9,243,157 329 $1,274,950 0.54 0.89 0.193 Education - Primary School 308 3,740,742 53,953,797 308 3,740,742 53,953,797 1,758 $13,591,133 0.27 0.27 0.348 Education - Secondary School 394 4,771,229 67,835,776 394 4,771,229 67,835,776 2,283 $16,037,957 0.31 0.31 0.327 Education - University 746 6,438,787 70,645,119 746 6,438,787 70,645,119 2,971 $3,497,188 1.30 1.82 0.065 Grocery 173 1,164,343 11,040,248 173 1,164,343 11,040,248 436 $743,339 0.95 0.96 0.090 Health/Medical - Hospital 334 2,480,246 21,802,048 334 2,480,246 21,802,048 1,003 $1,675,911 0.76 0.79 0.099 Health/Medical - Nursing Home 301 2,351,308 19,506,328 301 2,351,308 19,506,328 968 $1,371,460 0.79 0.79 0.087 Lodging - Hotel 149 896,775 12,826,239 149 896,775 12,826,239 451 $797,334 1.07 1.02 0.090 Lodging - Motel 118 704,193 5,829,360 118 704,193 5,829,360 265 $442,218 0.85 0.85 0.100 Manufacturing Biotech 53 419,593 5,693,542 53 419,593 5,693,542 207 $129,844 2.65 1.36 0.031 Manufacturing Light Industrial 383 2,994,044 24,229,643 383 2,994,044 24,229,643 1,214 $2,805,858 0.49 0.49 0.142 Office - Large 2,438 20,075,881 208,877,836 2,438 20,075,881 208,877,836 8,602 $14,953,399 0.87 0.96 0.093 Office - Small 626 5,257,733 47,658,066 626 5,257,733 47,658,066 2,006 $5,836,434 0.49 0.49 0.162 Other Commercial 3,187 23,576,193 250,076,243 3,187 23,576,193 250,076,243 9,563 $18,635,458 0.95 1.05 0.101 Other Industrial 989 10,045,366 73,235,103 989 10,045,366 73,235,103 3,809 $3,482,996 0.88 1.44 0.062 Residential - Mobile Home 18 15,833 95,034 18 15,833 95,034 5 $21,698 0.66 0.49 0.298 Residential - Multi-Family 5,985 10,809,070 62,721,025 5,985 10,809,070 62,721,025 3,025 $16,401,125 0.35 0.34 0.343 Residential - Single-Family 16,096 24,046,667 334,503,860 16,096 24,046,667 334,503,860 13,975 $33,147,380 1.21 0.98 0.144 Restaurant - Fast-Food 29 165,274 1,337,382 29 165,274 1,337,382 60 $109,117 0.82 0.82 0.103 Restaurant - Sit-Down 225 1,279,406 10,298,892 225 1,279,406 10,298,892 466 $1,233,271 0.56 0.56 0.151 Retail - Big Box 309 2,397,321 32,114,583 309 2,397,321 32,114,583 1,162 $1,472,886 1.44 1.91 0.061 Retail - Large 242 1,622,638 13,042,082 242 1,622,638 13,042,082 608 $1,363,893 0.62 0.62 0.127 Retail - Small 1,515 10,149,515 81,300,597 1,515 10,149,515 81,300,597 3,610 $10,849,923 0.47 0.47 0.171 Storage - Unconditioned 122 1,123,837 9,017,227 122 1,123,837 9,017,227 417 $1,167,918 0.43 0.43 0.162 Warehouse - Refrigerated 67 330,142 4,952,130 67 330,142 4,952,130 156 $440,583 1.12 1.21 0.126 EE Subtotal 36,714 150,941,980 1,620,767,694 36,714 150,941,980 1,620,767,694 66,358 $157,989,347 0.79 0.79 0.132 All 14 102,365 333,252 14 102,365 333,252 15 $18,108 0.71 0.71 0.070 Residential - Multi-Family 249 1,299,835 18,563,920 249 1,299,835 18,563,920 742 $2,096,519 0.57 0.55 0.156 Residential - Single-Family 395 1,979,400 30,815,338 395 1,979,400 30,815,338 1,224 $3,650,292 0.56 0.47 0.168 Low-Income Subtotal 658 3,381,600 49,712,510 658 3,381,600 49,712,510 1,981 $5,764,919 0.56 0.49 0.163 EE and Low Income Subtotal 37,371 154,323,580 1,670,480,204 37,371 154,323,580 1,670,480,204 68,339 $163,754,266 0.78 0.78 0.133 EE in California’s Public Power Sector: 17th Edition — 2023 A-133 All 32,583 194,331,342 2,927,525,171 32,583 194,331,342 2,927,525,171 104,720 $18,140,819 11.42 7.53 0.009 C&S Subtotal 32,583 194,331,342 2,927,525,171 32,583 194,331,342 2,927,525,171 104,720 $18,140,819 11.42 7.53 0.009 C&S, T&D and Electrification Subtotal 32,583 194,331,342 2,927,525,171 32,583 194,331,342 2,927,525,171 104,720 $18,140,819 11.42 7.53 0.009 Utility Total 69,954 348,654,922 4,598,005,375 69,954 348,654,922 4,598,005,375 173,058 $181,895,085 1.84 1.75 0.055 EE in California’s Public Power Sector: 17th Edition — 2023 A-134 MERCED IRRIGATION DISTRICT Merced Irrigation District at a Glance • Climate Zone: 13 • Customers: 12,496 • Total annual retail sales: 535,680 MWh • Annual Retail Revenue: $80,660,822 • Annual EE expenditures for reporting year: $222,801 • Gross annual savings from reporting year portfolio: 990 MWh Merced Irrigation District Overview For more than 75 years, the Merced Irrigation District (MeID) has been in the business of generating wholesale electrical power. MeID provides electric services to thousands of customers in Eastern Merced County including the cities of Livingston, Winton, Atwater, and Merced as well as Castle Airport and Aviation Development Center. A large percentage of our EE savings have traditionally come from our large industrial customers. Those customers only make up approximately 15% of our customer base. We differ from other utilities in that almost all our residential customer base is made up of relatively new construction. Residential, 6 Commercial, 58 Industrial, 926 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-135 Major Program and Portfolio Changes Program savings have traditionally come from our large industrial base. It is hard to forecast the types of projects that our customers will prioritize during our reporting year. The programs currently being offered are being evaluated. We would like to focus on offering more prescriptive measures. We are also evaluating the potential of doing a DI program for low-income customers. Commercial, Industrial & Agricultural Programs The Customized/Industrial Retrofit Program enables qualifying C&I customers to apply for financial incentives on more specialized and comprehensive energy saving measures that do not fall under the Commercial Lighting Program or the Mechanical Equipment Retrofit Program. Applications for this program are evaluated and approved on an individual per application basis. Financial incentives for qualifying customer projects are paid for annual kilowatt hour savings in a one-year period on completed and approved projects. Residential Programs MeID's current Residential Rebate Program encourages residential customers to purchase EnergyStar® labeled products and home appliances. Additionally, we offer customers rebates for upgrading their HVAC systems, installing whole house fans, and installing ceiling fans. We are currently evaluating and revising our programs. We are considering adding additional incentives for our low-income customers along with residential electric vehicle rebates. Complementary Programs Since 2000, MeID’s Residential Energy Assistance Program (CARE) has provided discounts on monthly energy bills for Low-Income Families, along with the Medical Baseline Program. EM&V Studies MeID partnered with Modesto and Turlock in one evaluation effort for EM&V that was conducted by Anchor Blue. The three Irrigation Districts of Modesto, Turlock, and Merced are all located in California’s central valley near one another. EE in California’s Public Power Sector: 17th Edition — 2023 A-136 TABLE 1. MeID EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 0 532 6,552 0 272 3,394 1 $378 0.87 1.59 0.155 Appliance & Plug Loads 1 5,038 74,136 1 2,644 39,581 13 $13,091 0.35 0.71 0.465 Lighting - Indoor 102 792,847 8,721,321 82 634,278 6,977,057 2,222 $167,441 3.83 5.21 0.032 Lighting - Outdoor 26 191,228 2,103,508 21 152,982 1,682,806 726 $41,892 3.90 5.23 0.033 EE Subtotal 130 989,645 10,905,517 103 790,176 8,702,838 2,963 $222,801 3.63 5.03 0.034 EE and Low Income Subtotal 130 989,645 10,905,517 103 790,176 8,702,838 2,963 $222,801 3.63 5.03 0.034 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 130 989,645 10,905,517 103 790,176 8,702,838 2,963 $222,801 3.63 5.03 0.034 EE in California’s Public Power Sector: 17th Edition — 2023 A-137 TABLE 2. MeID EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 8 58,347 641,821 6 46,678 513,457 164 $12,718 3.89 5.23 0.033 Industrial 120 925,728 10,183,008 96 740,582 8,146,406 2,784 $196,615 3.84 5.21 0.032 Residential 1 5,570 80,688 1 2,915 42,975 14 $13,468 0.37 0.74 0.440 EE Subtotal 130 989,645 10,905,517 103 790,176 8,702,838 2,963 $222,801 3.63 5.03 0.034 EE and Low Income Subtotal 130 989,645 10,905,517 103 790,176 8,702,838 2,963 $222,801 3.63 5.03 0.034 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 130 989,645 10,905,517 103 790,176 8,702,838 2,963 $222,801 3.63 5.03 0.034 EE in California’s Public Power Sector: 17th Edition — 2023 A-138 TABLE 3. MeID EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Other Industrial 94 734,500 8,079,500 75 587,600 6,463,600 2,058 $154,723 3.82 5.21 0.032 Residential - Single-Family 1 5,570 80,688 1 2,915 42,975 14 $13,468 0.37 0.74 0.440 Retail - Big Box 5 35,705 392,755 4 28,564 314,204 102 $7,759 3.88 5.23 0.033 Retail - Large 29 213,870 2,352,574 23 171,096 1,882,060 788 $46,852 3.90 5.23 0.033 EE Subtotal 130 989,645 10,905,517 103 790,176 8,702,838 2,963 $222,801 3.63 5.03 0.034 EE and Low Income Subtotal 130 989,645 10,905,517 103 790,176 8,702,838 2,963 $222,801 3.63 5.03 0.034 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 130 989,645 10,905,517 103 790,176 8,702,838 2,963 $222,801 3.63 5.03 0.034 EE in California’s Public Power Sector: 17th Edition — 2023 A-139 MODESTO IRRIGATION DISTRICT Modesto Irrigation District at a Glance • Climate Zone: 12 • Customers: 132,213 • Total annual retail sales: 2,637,109 MWh • Annual Retail Revenue: $380,622,593 • Annual EE expenditures for reporting year: $1,582,453 • Gross annual savings from reporting year portfolio: 2,330 MWh Modesto Irrigation District Overview The Modesto Irrigation District (MID) was formed in 1887 to provide irrigation water within a service area of over 100,000 acres. MID began providing electric service in 1923 within an original service area of 160 square miles, which was expanded by 7.5 square miles in 2001. Since 1996, MID has also provided non-exclusive electric service in an adjacent 400 square mile area. In 1994, MID began providing treated domestic water to the City of Modesto on a wholesale basis. MID’s 2022 annual retail electric sales by customer class are: 37.3% residential, 26.6% commercial, 30.8% industrial, 5.0% agricultural and pumping, 0.4% other. For 2022 load growth was -0.4% (based on Total System Input GWH) Residential, 364 Commercial, 1,592 Industrial, 168 Low Income, 206 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-140 MID has robust EE program offerings, but savings can fluctuate year to year independent of changes to the programs or to the economic outlook. A key contributor is multi-year construction cycles for EE projects of large industrial customers. Typically, when lower energy savings are reported in the current year, we anticipate a surge in the following year as projects complete. Major Program and Portfolio Changes MID did not have any changes for 2022. Program and Portfolio Highlights MID continued to promote low to moderate income EE programs by providing staff presentations on EE to non-profit agencies and low-income advocacy groups in our area in 2022. Social media promotions have improved customer awareness of MID programs, especially due to the COVID restrictions. Commercial, Industrial & Agricultural Programs Programs offered are Business, Business Custom and Business New Construction. 47 Residential Programs MID offers a variety of residential rebates.48 Complementary Programs • Energy Audits: MID energy specialists provide free virtual and on-site energy audits that include usage analysis, identification, and recommendation of energy conservation measures to reduce load and improve EE. • CARES Program: Income qualifying households will receive a 60 percent reduction on their fixed monthly charge and a 23 percent discount on the first 850 kWh each billing cycle. The MID CARES discount is also applicable to group residences where low-income people are accommodated without a rental charge by a non-profit agency. • Medical Life Support Rate: Customers who need electricity for life-sustaining devices or who have a condition that requires special heating or air conditioning may qualify for 50 percent off the first 500 kilowatt-hours used during each residential billing cycle. • Weatherization – Our Weatherization program provides energy efficient measures to income qualified households to help reduce their energy consumption. Energy savings from the weatherization program are included in the results for the SB1037 report. However, MID continues to facilitate new partnerships with other organizations and 47 See https://www.mid.org/ for program details. 48 Ibid. EE in California’s Public Power Sector: 17th Edition — 2023 A-141 agencies to increase its outreach and provide additional weatherization services to low- income customers. • Good Neighbor Program – Each month, many MID customers seek emergency assistance to help pay their electric bills. With MID's Good Neighbor Program, customers can donate money to a designated fund for MID customers that seek assistance. MID works with the Salvation Army to ensure that 100% of the donations go only to those MID customers who are experiencing hardships. EM&V Studies MID continued its ongoing efforts to obtain independent, third-party review of its EE programs, which is employed as part of the review and approval process for selected projects as well as after the fact for the overall portfolio. For 2022, Power Services, Inc. (CMVP qualified) performed M&V on selected projects. Anchor Blue Consulting conducted M&V on the 2021 EE portfolio. MID will perform a review of the 2022 portfolio in 2023. MID’s annual budget for EM&V work is $75,000 and completed studies are provided on the CMUA website.49 Major Differences or Diversions from California POU TRM for Energy Savings None. 49 See https://www.cmua.org/emv-reports. EE in California’s Public Power Sector: 17th Edition — 2023 A-142 TABLE 1. MID EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Appliance & Plug Loads 12 196,883 1,871,288 8 124,177 1,175,930 372 $81,202 1.68 1.25 0.084 Building Envelope 56 56,800 948,896 31 31,643 527,542 250 $72,789 2.37 0.82 0.196 Commercial Refrigeration 44 493,335 7,398,045 36 394,668 5,918,436 2,095 $256,343 2.88 0.44 0.058 HVAC - Cooling 85 203,348 3,146,867 55 150,874 2,290,149 1,280 $315,846 1.62 0.76 0.187 Lighting - Indoor 102 923,919 12,006,075 81 739,135 9,604,860 3,314 $371,949 3.24 1.52 0.050 Lighting - Outdoor 0 239,204 3,106,756 0 191,363 2,485,405 1,167 $95,767 3.24 2.09 0.050 Service & Domestic Hot Water 2 10,680 106,804 2 10,680 106,804 38 $6,716 2.24 1.94 0.077 EE Subtotal 301 2,124,169 28,584,730 212 1,642,540 22,109,125 8,517 $1,200,612 2.57 0.85 0.071 Appliance & Plug Loads 5 38,481 538,241 5 38,481 538,241 195 $107,631 0.68 0.68 0.264 Building Envelope 3 8,611 78,081 3 8,611 78,081 31 $24,511 0.66 0.66 0.390 HVAC - Cooling 5 34,189 172,357 5 34,189 172,357 89 $61,245 0.68 0.68 0.397 Lighting - Indoor 13 99,325 1,588,295 13 99,325 1,588,295 598 $165,574 1.39 1.39 0.143 Miscellaneous 0 10,172 116,486 0 10,172 116,486 43 $13,482 1.04 1.04 0.150 Service & Domestic Hot Water 3 14,876 148,646 3 14,876 148,646 55 $9,398 2.29 2.29 0.077 Low-Income Subtotal 29 205,654 2,642,106 29 205,654 2,642,106 1,012 $381,840 1.04 1.04 0.191 EE and Low Income Subtotal 330 2,329,823 31,226,836 242 1,848,193 24,751,231 9,529 $1,582,453 2.20 0.87 0.084 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 330 2,329,823 31,226,836 242 1,848,193 24,751,231 9,529 $1,582,453 2.20 0.87 0.084 EE in California’s Public Power Sector: 17th Edition — 2023 A-143 TABLE 2. MID EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 150 1,591,707 21,868,341 119 1,272,209 17,477,355 6,349 $718,656 3.06 0.84 0.054 Industrial 4 168,072 2,184,050 3 134,458 1,747,240 603 $61,700 3.17 1.67 0.046 Residential 147 364,390 4,532,340 91 235,873 2,884,531 1,565 $420,256 1.66 0.77 0.190 EE Subtotal 301 2,124,169 28,584,730 212 1,642,540 22,109,125 8,517 $1,200,612 2.57 0.85 0.071 Residential 29 205,654 2,642,106 29 205,654 2,642,106 1,012 $381,840 1.04 1.04 0.191 Low-Income Subtotal 29 205,654 2,642,106 29 205,654 2,642,106 1,012 $381,840 1.04 1.04 0.191 EE and Low Income Subtotal 330 2,329,823 31,226,836 242 1,848,193 24,751,231 9,529 $1,582,453 2.20 0.87 0.084 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 330 2,329,823 31,226,836 242 1,848,193 24,751,231 9,529 $1,582,453 2.20 0.87 0.084 EE in California’s Public Power Sector: 17th Edition — 2023 A-144 TABLE 3. MID EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 158 1,781,437 24,156,582 125 1,421,827 19,297,529 6,980 $795,278 3.03 0.88 0.054 Residential 67 85,458 1,408,807 42 55,777 895,756 417 $216,466 1.20 0.52 0.335 Residential - Mobile Home 0 217 2,157 0 119 1,186 1 $192 2.65 2.40 0.197 Residential - Single-Family 75 257,057 3,017,184 46 164,816 1,914,654 1,119 $188,677 2.25 1.05 0.126 EE Subtotal 301 2,124,169 28,584,730 212 1,642,540 22,109,125 8,517 $1,200,612 2.57 0.85 0.071 Residential 17 138,996 1,842,836 17 138,996 1,842,836 717 $238,420 1.18 1.18 0.173 Residential - Mobile Home 0 1,230 16,908 0 1,230 16,908 6 $3,386 0.68 0.68 0.263 Residential - Multi-Family 7 44,513 502,626 7 44,513 502,626 185 $80,447 0.87 0.87 0.204 Residential - Single-Family 5 20,915 279,737 5 20,915 279,737 103 $59,587 0.72 0.72 0.279 Low-Income Subtotal 29 205,654 2,642,106 29 205,654 2,642,106 1,012 $381,840 1.04 1.04 0.191 EE and Low Income Subtotal 330 2,329,823 31,226,836 242 1,848,193 24,751,231 9,529 $1,582,453 2.20 0.87 0.084 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 330 2,329,823 31,226,836 242 1,848,193 24,751,231 9,529 $1,582,453 2.20 0.87 0.084 EE in California’s Public Power Sector: 17th Edition — 2023 A-145 MORENO VALLEY ELECTRIC UTILITY Moreno Valley Electric Utility at a Glance • Climate Zone: 10 • Customers: 7,550 • Total annual retail sales: 218,054 MWh • Annual Retail Revenue: $42,910,258 • Annual EE expenditures for reporting year: $526,087 • Gross annual savings from reporting year portfolio: 2,285 MWh Moreno Valley Electric Utility Overview Moreno Valley Electric Utility (MVU), municipally owned, began serving its first customers on February 6, 2004. These “first customers” are located in the Promontory Park subdivision built by Western Pacific Housing, located at Cactus Avenue and Moreno Beach Drive. Since then, MVU has witnessed significant load growth peaking at just over 50 megawatts for FY 2022. MVU continued to experience a decline in EE projects from its' largest customers as they recovered from the pandemic. The energy audit and DI program was instrumental in helping MVU make its energy savings goal this reporting year. Residential, 858Commercial, 1,427 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-146 Major Program and Portfolio Changes EE programs are still relatively new at MVU so no major program changes were made last year. MVU increased the annual funding (and customer participation) for the residential energy audit and DI program in order to ensure MVU can make the doubling of EE goals per Senate Bill 350. Program and Portfolio Highlights MVU's highly successful residential direct installation program continues to be the main source of energy savings for this reporting year. The commercial lighting program is still the most popular commercial EE program at MVU. Commercial, Industrial & Agricultural Programs • Lighting Retrofits: rebates are available to commercial customers for LED lighting retrofits, other energy efficient lighting replacements, and for LED or photo-luminescent exit signs. • Commercial EE Program: this DI program provides small to medium-sized customers with an onsite energy audit and energy saving measures at no cost to the customer. • Commercial HVAC Retrofits: customers that install new high SEER HVAC units or replace older inefficient units can participate in this rebate program. The installation of new chillers that exceed Title 24 requirements or load-shifting Thermal Energy Storage systems may also qualify for rebates. • Motor Replacements: commercial customers that install premium efficiency motors are eligible for rebates under this program. Motors covered under this program must be new, three-phase induction motors (1hp to 200hp in size) and operate for at least 2,000 hours per year. • New Construction and Major Tenant Renovation: this program offers incentives for projects exceeding Title 24 by at least ten percent. Eligible customers are responsible for providing documentation of energy savings using energy modeling software and all calculations must be signed by a licensed mechanical engineer. • Outreach Programs: the utility contracts with Automated Energy to provide the largest commercial customers with detailed energy usage information to help efficiently manage their energy consumption and evaluate potential EE projects. Residential Programs • Residential Energy Audit & DI: MVU expanded this program to include customers who continue to be impacted by the effects of the pandemic, as well as very high energy use customers and participants in our Low Income Program. The program provides residential customers with a full in-home energy audit and specific recommendations for their home plus a fixed set of EE upgrades, including the Nest thermostat, at no cost to the customer. EE in California’s Public Power Sector: 17th Edition — 2023 A-147 • Energy Star® Appliance Rebates: customers who purchase Energy Star® Qualified appliances can apply for a fixed rebate amount under this program. • Weatherization: rebates are available for energy efficient windows, doors, attic insulation, and high SEER air conditioning and heat pumps. • Building Electrification: MVU offers rebates for electric heat pump water heaters for those customers who want to remove their natural gas appliances. Complementary Programs • Low-Income Programs: MVU’s Energy Bill Assistance Program provides income qualified residents with a 23% or 35% discount on monthly energy charges; this year’s expenditure was over $140,000. • COVID-19 Assistance Program: this temporary program was created to provide relief to customers affected by the pandemic and provided over $275,000 in bill assistance. • Demand Response – MVU continues to maintain and operate 15 commercial Ice Bear units on both city and customer facilities. • RD&D: Nothing new in this reporting period. • EVs: MVU is experiencing increased interest and activity both for workplace charging and home charging. MVU installed additional EV charging stations at its Annex location across from City Hall. • Energy Storage: Tesla Powerwalls and other battery types have been installed with solar at residential homes. In the future MVU expects greater interest and activity in solar plus battery installations as the electric rates have moved to time-of-use (TOU). • Educational Program: MVU has contracted with Franklin Energy, formerly ResourceAction, in partnership with SoCalGas to provide teachers, students, and their families with a school-based EE program. EM&V Studies Engineering analysis programs such as DOE-2 are the basis for calculated energy savings and incentive calculations.50 MVU requires both pre-inspections and post-inspections for all projects that result in a commercial rebate over $5000. The utility uses AESC to verify energy savings for complex projects and custom measures when necessary. Sources of Energy Savings MVU relied primarily on the values from the new CET/RP model but also used reported energy savings from trusted engineering contractors to calculate program performance. 50 See https://www.doe2.com/ for more information. EE in California’s Public Power Sector: 17th Edition — 2023 A-148 • Commercial C&S: this reporting year MVU will not record its share of the energy savings that are attributable to the State’s Building Codes and Appliance Standards (Title-24) to the CEC. Major Differences or Diversions from California POU TRM for Energy Savings None EE in California’s Public Power Sector: 17th Edition — 2023 A-149 TABLE 1. MVU EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 115 856,780 9,424,580 104 771,102 8,482,122 2,925 $438,850 1.91 1.91 0.069 Appliance & Plug Loads 0 1,614 22,195 0 917 12,989 4 $701 2.13 1.68 0.075 Lighting - Indoor 193 1,426,513 14,265,130 174 1,283,862 12,838,617 4,441 $86,536 16.08 16.08 0.008 EE Subtotal 309 2,284,907 23,711,905 278 2,055,880 21,333,728 7,371 $526,087 4.24 4.24 0.031 EE and Low Income Subtotal 309 2,284,907 23,711,905 278 2,055,880 21,333,728 7,371 $526,087 4.24 4.24 0.031 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 309 2,284,907 23,711,905 278 2,055,880 21,333,728 7,371 $526,087 4.24 4.24 0.031 EE in California’s Public Power Sector: 17th Edition — 2023 A-150 TABLE 2. MVU EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 193 1,426,513 14,265,130 174 1,283,862 12,838,617 4,441 $86,536 16.08 16.08 0.008 Residential 116 858,394 9,446,775 104 772,019 8,495,111 2,930 $439,552 1.91 1.91 0.069 EE Subtotal 309 2,284,907 23,711,905 278 2,055,880 21,333,728 7,371 $526,087 4.24 4.24 0.031 EE and Low Income Subtotal 309 2,284,907 23,711,905 278 2,055,880 21,333,728 7,371 $526,087 4.24 4.24 0.031 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 309 2,284,907 23,711,905 278 2,055,880 21,333,728 7,371 $526,087 4.24 4.24 0.031 EE in California’s Public Power Sector: 17th Edition — 2023 A-151 TABLE 3. MVU EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 0 116 1,276 0 70 766 0 $50 1.75 2.74 0.087 Other Commercial 193 1,426,513 14,265,130 174 1,283,862 12,838,617 4,441 $86,536 16.08 16.08 0.008 Residential 116 857,297 9,430,784 104 771,262 8,484,045 2,926 $439,201 1.91 1.91 0.069 Residential - Single-Family 0 981 14,715 0 687 10,301 4 $301 3.91 4.55 0.041 EE Subtotal 309 2,284,907 23,711,905 278 2,055,880 21,333,728 7,371 $526,087 4.24 4.24 0.031 EE and Low Income Subtotal 309 2,284,907 23,711,905 278 2,055,880 21,333,728 7,371 $526,087 4.24 4.24 0.031 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 309 2,284,907 23,711,905 278 2,055,880 21,333,728 7,371 $526,087 4.24 4.24 0.031 EE in California’s Public Power Sector: 17th Edition — 2023 A-152 CITY OF PALO ALTO UTILITIES City of Palo Alto Utilities at a Glance • Climate Zone: 4 • Customers: 29,867 • Total annual retail sales: 812,841 MWh • Annual Retail Revenue: $131,273,000 • Annual EE expenditures for reporting year: $935,217 • Gross annual savings from reporting year portfolio: 1,141 MWh City of Palo Alto Overview The City of Palo Alto Utilities (CPAU) has implemented a variety of EE programs since the 1970s. In 1998, in response to California’s landmark energy legislation AB 1890 (Brulte, 1996), CPAU established the Electric Public Benefits (PB) Program and increased the Electric PB program budget to 2.85 percent of projected annual revenue in order to fund EE programs. CPAU’s electric efficiency program budget can be supplemented with supply funds in order to meet state requirements that publicly owned electric utilities, in procuring energy, first acquire all available EE and demand reduction resources that are cost effective, reliable, and feasible. CPAU is committed to supporting environmental sustainability through promoting efficiency programs, promoting distributed renewable generation, and influencing consumer demand Residential, 66 Commercial, 891 Industrial, 179 Low Income, 5 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-153 through incentives and education. In March 2013, the Palo Alto City Council approved a Carbon Neutral Electric Resource Plan, committing CPAU to a carbon-neutral electric portfolio beginning in 2013. Since July 2017, CPAU has also maintained a carbon neutral natural gas portfolio by purchasing carbon offsets; this serves as a bridge strategy to meeting the City’s greenhouse gas reduction goal. Palo Alto is committed to reducing fossil fuel use and helping residents and businesses to pursue electrification opportunities in the building and transportation sectors. In May 2022, the Palo Alto City Council approved a set of annual electric EE goals for 2022- 2031. The EE goal for FY 2022 is set at 0.5% of forecast electric load, increasing to 0.75% in FY 2026 when the conservation voltage reduction program can be implemented. The gradual ramp-up of these goals reflect staff’s anticipation that EE savings levels will take time to recover following the economic downturn. These EE goals are based on the results of an EE potential model that considers planned program offerings, expenditures, market saturation of energy efficient technologies, load forecast, and a planned conservation voltage reduction program following the city-wide deployment of AMI. For FY 2022, CPAU fell short of its electricity savings targets, achieving 0.14% versus its goal of 0.50%. Various factors contributed to below-target achievements. Very few large commercial EE projects, which make up the bulk of CPAU’s savings, were initiated during the COVID-19 pandemic period of 2020 and 2021; therefore, very few projects were completed during FY 2022 to contribute to the CPAU energy savings portfolio. Savings from CPAU’s primary large commercial customer program – the Commercial and Industrial EE Program (CIEEP) – dropped by roughly a factor of eight compared to FY 2021. During FY 2022, CPAU was also transitioning vendors for its largest commercial savings program, which likely contributed to the reduced project savings. Major Program and Portfolio Changes In FY 2022 CPAU continued efforts on building-electrification activities and supporting installation of EV charging equipment while also implementing two new programs focused on commercial building electrification and efficiency. The Business Energy Advisor (BEA) program launched near the end of FY 2022, and therefore did not yet have any energy savings to report in FY 2022. The Refrigerator Recycling Program concluded in December 2021 because the grant provider was changing the program format and did not approve a contract term extension. CPAU, for the sixth year, continued to claim savings associated with Palo Alto’s energy reach code requirements as part of the City’s Green Building Ordinance. Program and Portfolio Highlights The CIEEP is the flagship of CPAU’s commercial portfolio. With an engineering firm working closely with Key Accounts, this program yields the bulk of CPAU’s energy savings. The consultants assist customers with audits, engineering studies, vendor selection, rebate processing and post-installation inspection, making the process as easy as possible for the EE in California’s Public Power Sector: 17th Edition — 2023 A-154 customer. As discussed in the overview section, several factors led to a lower volume of high- savings commercial EE projects, but the CIEEP still accounted for 56% of CPAU’s program savings, excluding Green Building Ordinance, in FY 2022. The Small and Medium Business (SMB) program also started to ramp up in FY 2022, generating around 80 MWh of savings compared to less than 10 MWh in FY 2021. Commercial, Industrial & Agricultural Programs • Commercial Advantage Program (CAP): Incentives are offered to commercial customers for investments in efficiency, lighting, motors, HVAC, and custom projects that target gas, peak demand, and energy reductions. In FY 2022, the CAP program resulted in net annual electric savings of 160,096 kWh. In FY 2022 CAP was renamed the Business Customer Rebate program and will appear as such on CPAU’s FY 2023 report. • CIEEP: This program provides Key Account customers with an engineering consulting firm to evaluate and implement EE projects. In FY 2022, the CIEEP program produced net annual electric savings of 362,182 kWh. • Small and Medium Business (SMB) program: This program focuses on EE savings from the small and medium commercial sector and targets energy management systems and air filter replacements to help businesses recovering from COVID-19. The new SMB program was launched in FY 2021 and saw a strong uptake that continued through FY 2022. In FY 2022, the SMB program produced net annual electric savings of 81,029 kWh. In FY 2022 the SMB program was renamed to the Business Advantage Program (BAP) and will appear as such on CPAU’s FY 2023 report. • BEA program: This program sends trained energy professionals to evaluate business equipment such as lighting, HVAC systems, hot water systems, refrigeration and more. Their customized assessments pinpoint exactly where businesses can benefit from efficiency by identifying electric, gas and water use equipment that is ready for upgrades and/or retrofits. Energy Advisors review assessment reports with customers and explain where they can reduce energy or water use. This program was launched in late FY 2022 and did not yield any savings to report for FY 2022. Residential Programs • Multifamily Plus: This program provides no-cost, direct installation of EE measures to multifamily residences with four or more units including hospices, care centers, rehab facilities and select small and medium commercial properties. These properties are typically very difficult to engage and unlikely to institute EE measures on their own. In FY 2022, the Multifamily Plus program resulted in net annual electric savings of 1,725 kWh. • Home Efficiency Genie: The Home Efficiency Genie is CPAU’s flagship residential program. Launched in June 2015, residents can call the program’s Efficiency Advisor to receive free utility bill reviews and phone consultations. This program has a high educational value for Palo Alto residents and offers personalized consultation services EE in California’s Public Power Sector: 17th Edition — 2023 A-155 for all utilities-related questions, including topics such as improving the quality of a home’s building envelope, installation of rooftop solar and battery storage, EV charging, heat pump technologies, smart home devices and carbon-reducing tactics such as electrification. At a highly subsidized cost, residents have the option to receive an in- depth home assessment which includes air leakage testing, duct inspections, insulation analysis, energy modeling and a one-on-one review of assessment reports with an energy expert. This package is followed up with guidance and support throughout home improvement projects. During FY 2022, the Home Efficiency Genie program resulted in net annual electric savings of 5,332 kWh. • REAP: This program provides weatherization and equipment replacement services to low-income residents and those with certain medical conditions, at no cost to the residents. This program has an equal focus on efficiency and comfort. As a program serving income and medically qualified residents, it is not meant to be cost-effective, and neither costs nor savings are included in CPAU’s calculation of EE portfolio cost effectiveness. In FY 2022, the Residential Energy Assistance Program resulted in net annual electric savings of 4,675 kWh. • Refrigerator Recycling Program: This program provides customers the opportunity to recycle refrigerators and freezers. This program was originally planned using grant funding from the Bay Area Air Quality Management District (BAAQMD). The program was successful, resulting in the recycling of 101 refrigerator and freezer units in FY 2022, and 447 units cumulatively from August 2019 through December 2021. Palo Alto was recognized for the program by the Environmental Protection Agency (EPA) through its Responsible Appliance Disposal with a Nationally recognized Champion Award.51 The Refrigerator Recycling Program concluded in December 2021 because BAAQMD was changing the program format and did not approve a contract term extension. In FY 2022, the Refrigerator Recycling program produced net annual electric savings of 31,456 kWh. Complementary Programs • C&S: Green Building Ordinance: Since 2008, as part of the Green Building Ordinance the City of Palo Alto has enforced energy reach codes that are more stringent than the state’s Title 24 building energy standards. The energy reach code requirements apply to both new residential and commercial buildings. In FY 2022, 494,047 kWh of savings were attributable to the city’s Green Building Ordinance. As of January 2023, the City of Palo Alto requires that all new construction projects be all-electric, with no local energy reach code requirements. • Community Resource Education Programs: CPAU offers free EE advice and energy education programs to the community. Activities include residential energy workshops 51 See https://www.epa.gov/rad/. EE in California’s Public Power Sector: 17th Edition — 2023 A-156 on topics such as the SunShares solar group-buy program and tabling at neighborhood association events, local fairs, and various special events throughout the city. • Low-Income Program: Rate Assistance Program: CPAU offers a 25% discount on gas and/or electricity charges for residents with qualifying financial or medical needs. All households receiving Social Security Income, Temporary Assistance to Needy Families or Food Stamps automatically qualify for this rate discount which began in FY 1993. • Public School Program: CPAU provides an annual grant of up to $50,000 to the Palo Alto Unified School District (17 schools with 12,000 students total) to support teacher training programs and the development of curriculums and education projects promoting renewable energy and energy and water efficiency. CPAU participates in quarterly sustainable schools committee meetings and gives educational presentations to classes on EE, renewable energy, and safety. • Customer-Side Renewable Energy: The PV Partners Program: This program provided rebates for installations of rooftop solar, including 5-year performance-based incentive payments to customers who installed solar PV systems greater than 30 kW and up to 1,000 kW. Program funds were fully reserved in April 2016. The last PV installations were completed in 2018 and payments will finish in 2023. • SunShares Solar Discount Programs: Palo Alto has participated in regional group-buy solar programs since 2015. These programs are administered by a non-profit agency and offer discounted prices for residential solar PV systems from a few pre-qualified contractors. Palo Alto was the top outreach partner of all cities participating in the 2022 Bay Area SunShares solar group-buy program both in terms of the number of solar contracts signed and the number of kW of rooftop solar capacity that will be installed through the program. EM&V Studies In FY 2022, CPAU did not undertake independent evaluation, measurement, and verification for any of its programs. Major Differences or Diversions from California POU TRM for Energy Savings The energy savings data used for most of CPAU’s programs were taken from the 2017 TRM DEER. All savings data claimed by CPAU was vetted by staff and relies on conservative assumptions. EE in California’s Public Power Sector: 17th Edition — 2023 A-157 TABLE 1. CPAU EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Appliance & Plug Loads 8 35,348 388,830 6 28,279 311,064 94 $150,019 0.18 0.20 0.616 BROs 11 81,029 1,701,610 8 64,823 1,361,288 550 $267,916 0.46 0.46 0.281 Building Envelope 0 425 8,925 0 340 7,140 18 $7,163 0.31 0.31 1.432 C&S 65 494,047 10,374,986 52 395,238 8,299,989 2,675 $158,661 4.33 4.33 0.027 HVAC - Cooling 8 48,600 1,020,600 7 38,880 816,480 230 $42,442 1.51 1.45 0.074 Lighting - Indoor 59 476,389 5,240,279 47 381,111 4,192,223 1,259 $259,563 1.34 0.71 0.079 Lighting - Outdoor 0 28 312 0 23 250 0 $1,016 0.02 0.02 5.196 Water Pumping / Irrigation 0 0 0 0 0 0 1 $3,789 0.04 0.04 0.000 EE Subtotal 150 1,135,867 18,735,542 120 908,693 14,988,434 4,828 $890,568 1.41 1.13 0.082 Appliance & Plug Loads 0 120 1,320 0 96 1,056 0 $591 0.16 0.16 0.715 Building Envelope 0 797 16,737 0 638 13,389 37 $25,334 0.18 0.18 2.701 Lighting - Indoor 0 3,641 40,053 0 2,913 32,043 11 $15,117 0.18 0.18 0.603 Lighting - Outdoor 0 117 1,287 0 94 1,030 0 $596 0.15 0.15 0.740 Miscellaneous 0 0 0 0 0 0 0 $900 0.000 Service & Domestic Hot Water 0 0 0 0 0 0 0 $213 0.21 0.21 0.000 Water Pumping / Irrigation 0 0 0 0 0 0 3 $1,898 0.20 0.20 0.000 Low-Income Subtotal 1 4,675 59,397 0 3,740 47,517 53 $44,649 0.18 0.18 1.237 EE and Low Income Subtotal 151 1,140,542 18,794,939 121 912,433 15,035,951 4,880 $935,217 1.35 1.10 0.086 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 151 1,140,542 18,794,939 121 912,433 15,035,951 4,880 $935,217 1.35 1.10 0.086 EE in California’s Public Power Sector: 17th Edition — 2023 A-158 TABLE 2. CPAU EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 119 890,563 15,753,481 95 712,450 12,602,785 3,988 $575,695 1.81 1.40 0.064 Industrial 20 178,844 1,967,284 16 143,075 1,573,827 471 $98,766 1.31 0.81 0.080 Residential 12 66,460 1,014,777 9 53,168 811,822 370 $216,107 0.37 0.40 0.363 EE Subtotal 150 1,135,867 18,735,542 120 908,693 14,988,434 4,828 $890,568 1.41 1.13 0.082 Residential 1 4,675 59,397 0 3,740 47,517 53 $44,649 0.18 0.18 1.237 Low-Income Subtotal 1 4,675 59,397 0 3,740 47,517 53 $44,649 0.18 0.18 1.237 EE and Low Income Subtotal 151 1,140,542 18,794,939 121 912,433 15,035,951 4,880 $935,217 1.35 1.10 0.086 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 151 1,140,542 18,794,939 121 912,433 15,035,951 4,880 $935,217 1.35 1.10 0.086 EE in California’s Public Power Sector: 17th Edition — 2023 A-159 TABLE 3. CPAU EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Education - University 26 183,338 2,502,718 21 146,670 2,002,174 587 $117,677 1.38 0.78 0.078 Grocery 21 160,096 1,761,056 17 128,077 1,408,845 423 $51,515 2.27 0.93 0.047 Health/Medical - Hospital 20 178,844 1,967,284 16 143,075 1,573,827 471 $98,766 1.31 0.81 0.080 Other Commercial 72 547,129 11,489,707 57 437,703 9,191,766 2,978 $406,503 1.87 1.87 0.063 Residential 4 27,947 586,888 3 22,358 469,511 248 $20,074 2.43 2.43 0.061 Residential - Multi-Family 0 1,725 23,221 0 1,380 18,576 22 $10,989 0.29 0.29 0.788 Residential - Single-Family 8 36,788 404,668 6 29,430 323,734 100 $185,043 0.15 0.16 0.730 EE Subtotal 150 1,135,867 18,735,542 120 908,693 14,988,434 4,828 $890,568 1.41 1.13 0.082 Residential - Multi-Family 0 981 10,892 0 784 8,714 6 $5,664 0.18 0.18 0.833 Residential - Single-Family 0 3,695 48,505 0 2,956 38,804 47 $38,984 0.17 0.17 1.331 Low-Income Subtotal 1 4,675 59,397 0 3,740 47,517 53 $44,649 0.18 0.18 1.237 EE and Low Income Subtotal 151 1,140,542 18,794,939 121 912,433 15,035,951 4,880 $935,217 1.35 1.10 0.086 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 151 1,140,542 18,794,939 121 912,433 15,035,951 4,880 $935,217 1.35 1.10 0.086 EE in California’s Public Power Sector: 17th Edition — 2023 A-160 PASADENA WATER AND POWER Pasadena Water and Power at a Glance • Climate Zone: 9 • Customers: 67,910 • Total annual retail sales: 972,244 MWh • Annual Retail Revenue: $190,124,487 • Annual EE expenditures for reporting year: $2,546,550 • Gross annual savings from reporting year portfolio: 10,650 MWh Pasadena Water and Power Overview The City of Pasadena, located in climate zone 9, is home to the iconic Rose Bowl, world-class institutions like the California Institute of Technology and a variety of small businesses, many of which are restaurants. At the same time, Pasadena has a vibrant residential community, with a diverse mix of single-family homes that ranges from craftsman homes to bungalows and two- story tract homes. In recent years, there has been an increase in new multifamily properties; a sector that will continue to see growth with infill and higher-density development. Residential, 6,113 Commercial, 4,530 Low Income, 5 T&D, 1 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-161 Pasadena Water and Power’s (PWP) EE portfolio has been designed to align with the utility’s goals of providing sustainable, affordable, and reliable service to all of its residential and commercial customers. At the same time, PWP is also trying to overcome industry wide challenges like negative load growth while consistently meeting aggressive EE and demand reduction goals set forth by its City Council since 2007. The EE and demand reduction goals starting in FY 2022 called for 11,720 MWh of annual energy savings (about 1.2 % of retail sales/year). PWP’s long standing EE programs, combined with new building codes and standards, independent efficiency improvements and customer investments in clean, local distributed generation have resulted in a steady decline in retail energy sales since FY 2008, and are expected to maintain a consistently flat energy load projections in the near future. In FY 2022, PWP’s EE programs expenditures totaled $2.13 million, which is roughly 1.1% of retail revenue. PWP funds procurement of all EE programs through its PBC revenues, with current PBC revenue rate at $0.00685 per kWh. As a whole, EE programs and other related expenses represented approximately 74% of Pasadena’s PBC expenditures in FY 2022. The transportation and building electrification incentives represented 12%, and income-qualified rate assistance accounted for 14%. Major Program and Portfolio Changes PWP has continued to develop and implement various conservation and sustainability programs for all of its customers, while meeting annual EE goals adopted by the City Council and supporting GHG emissions reduction goals outlined in the City's Climate Action Plan. PWP has kept its focus on DI programs and continues to use these programs to serve low/moderate income and elderly residential customers, plus various small commercial customers; with a focus on businesses in DACs. In FY 2021, PWP completed its EE potential forecast analysis with the CMUA third party consultant for FY 2022 through FY 2031, which provides an outlook for the next 10 years and meets the state's legislative requirements. In addition, PWP also obtained City Council approval on the utility's new EE and demand reduction goals for FY 2022 through FY 2031. Program and Portfolio Highlights In summary, energy savings for FY 2022 are broken down into five separate categories. Commercial EE programs contributed 3,909 MWh, Residential EE programs contributed 6,126 MWh, C&S contributed 1,574 MWh, Water-Energy transfer (embedded energy savings from water conservation efforts) contributed 621 MWh and Transmission and Distribution (T&D) upgrades contributed roughly 0.9 MWh. In total, PWP's EE programs produced 12,231 MWh of energy savings for FY 2022. EE in California’s Public Power Sector: 17th Edition — 2023 A-162 PWP has three EE programs that account for roughly 80% of its annual savings for FY 2022, programs with the greatest impact are as follows: The Water Energy DI Program (WeDIP) provides customers with no-cost DI services to select small and medium commercial customers, measures include LED Lighting and commonly found refrigeration measures. In total, WeDIP contributed 3,858 MWh (32%) towards the annual energy savings. On the residential side, the Home Energy Report, a behavioral program that is available to all PWP residential electric customers, contributed 5,568 MWh (46%) towards the annual energy savings. The personalized quarterly behavioral reports provide insightful and easy to understand information about household energy use, empowering homeowners with the knowledge to act and make their home more energy efficient. Lastly, the HIP provides residential electric customers with no cost DI services. Measures include lighting, HVAC Tune-up, weatherization, high efficiency toilets, smart thermostats and smart irrigation systems. The HIP contributed 227 MWh (2%) towards the annual energy savings. Commercial, Industrial & Agricultural Programs PWP’s commercial offerings fall into two distinct categories: rebates and direct-install programs. • The Customized Incentive and Business Rebate programs provides incentives to any commercial electric customer to help offset the upfront costs of efficiency upgrades and capital improvement projects that generates above code energy savings. • The no-cost WeDIP serves small businesses and includes a free evaluation to go with a customized report. Efficiency measures offered through the WeDIP include LED Lighting, refrigeration upgrades, aerators, efficient kitchen equipment and low-flow toilet replacements. Residential Programs PWP has seven residential offerings that also fall into three distinct categories, rebates, DI, and behavioral programs. • The Home Energy Rebate program provides rebates on the purchase of Energy Star® certified appliances, qualifying variable speed pool pumps, efficient air conditioning/heat pump equipment and various building shell improvements that include wall and ceiling insulation. • The appliance-recycling program is a free service that encourages PWP electric customers to recycle their old refrigerator/freezer (functioning) and purchase a newer, more efficient model. EE in California’s Public Power Sector: 17th Edition — 2023 A-163 • The ESAP is a partnership with SoCalGas that provides no cost DI services to income qualified customers. As part of the program, eligible residential customers will receive various efficiency upgrades to help improve the comfort of their home while lowering energy and water consumption. Measures include attic insulation, AC Tune-up, LED light bulbs, smart power strips, smart thermostats, smart irrigation controllers, low-flow toilets and much more. • The HIP provides no cost DI services to all residential electric customers. As part of the program, eligible residential customers will receive various efficiency upgrades to help improve the comfort and efficiency of their home. Measures include attic insulation, duct sealing, AC Tune-up, smart thermostats, smart irrigation controllers and much more. • The income qualified refrigerator exchange program provides Energy Star® certified refrigerators at no cost to eligible customers. Eligible participants must have a functioning refrigerator that can be swapped out with the new Energy Star® certified model. • The Home Energy Report is a residential behavioral program that is mailed to approximately 40,000 customers on a quarterly basis, helping residents better understand their energy consumption and how it compares with similar households in the vicinity. The report also has customizable sections that help promote other PWP efficiency programs that may be of interest. • The Public Benefits fund also help share the cost of the utility’s education programs for school-aged children. In particular, this involves educational field trips for students of the Pasadena Unified School District (PUSD), scholarship for high school seniors, the Living wise green curriculum, and the Solar Cup through the Metropolitan Water District. On average, the utility is able to reach about 5,000 students each year. In particular, the green curriculum is available to all 2nd grade PUSD students and emphasizes ways to incorporate sustainability as part of their daily lifestyles. Complementary Programs • Income Qualified Rate Assistance Programs: PWP has offered electric rate assistance programs to eligible low-income customers for several decades. The Electric Utility Assistance Program became effective in 2006 and provides monthly assistance to customers between the ages of 18-61 that meet the established income guidelines. The CARES and CARES Plus program provides additional assistance for low-income seniors (ages 62 and up), plus customers with a permanent disability that meets the established income guidelines. Assisting Pasadena People with Limited Emergencies (Project APPLE) provides a one-time utility bill payment assistance program that provides eligible income qualified customers who are at risk of power shut off, up to $200 per year. Project APPLE is primarily funded by PBC revenues, with additional funding provided via donations from PWP customers. PWP also offers added services to eligible low-income EE in California’s Public Power Sector: 17th Edition — 2023 A-164 customers which include bonus rebates on qualifying efficiency products offered through the Home Energy Rebates program, no-cost direct installation of energy and water efficiency services, and much more. • PWP offers a Green Power Program, where customers can opt to pay a premium on their electricity bill for clean, renewable power. This program is open to both residential and commercial customers. RD&D: While there were no RD&D projects in FY 2022, PWP continues to seek out a variety of new opportunities that align with current utility objectives. • TE: PWP continues to encourage the private sector to build additional EV charging sites for public and private fleet use through a robust incentive program offering rebates of up to $50,000 per commercial electric account. Commercial customers that install charging infrastructure are eligible to receive $3,000 per unit, which doubles to $6,000 if the chargers are in DAC locations. Incentives are also in place to encourage Pasadena residents to buy or lease an EV and EV charger to enable charging at home. In particular, PWP residential electric customers can receive up to $1,500 for a new or used EV and up to $600 for a new Wi-Fi enabled Level 2 EV charger. • FY 2022 was another strong year for commercial EV charger rebates, providing $322,000 in incentives for 69 new Level 2 charging ports. On the residential side, the utility provided $116,500 in rebates for 386 EVs and 99 residential Level 2 EV chargers applications. EM&V Studies PWP spent approximately $30,288.25 on EM&V efforts for various EE programs to justify program design, expenditures and verify results: • Residential Rebate Program: Utility staff requested and verified proof of installation documentation on residential energy-efficient equipment purchases and installations that were selected for inspection. • Residential DI Program: Program implementer performed quality assurance inspections on a percentage of sub-contract direct installations. • Commercial Rebate Programs: For custom projects, utility staff or third party engineering consultants conducted inspections on all installations. For non-custom projects participating in the deemed rebate program, utility staff conduct a percentage of inspections after installations are complete. Major Differences or Diversions from California POU TRM for Energy Savings PWP relies on the latest version of the CMUA TRM or CalTF eTRM data, supplemented by best available technical information from independent engineering analysis or approved California utility work papers, when e-TRM measures are not available. For commercial programs, as discussed above, PWP may rely on independent engineering analysis conducted by PWP’s third- EE in California’s Public Power Sector: 17th Edition — 2023 A-165 party engineering consultant and/or an online rebate estimator with industry accepted models and simulations. Customized commercial efficiency offerings like the CIP provide commercial electric customers with the ability to participate with any proven technology that can produce above code energy savings, provided it meets the existing program requirements at the time. EE in California’s Public Power Sector: 17th Edition — 2023 A-166 TABLE 1. PWP EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 55 227,190 1,814,686 55 227,190 1,814,686 706 $655,235 0.53 0.53 0.432 Appliance & Plug Loads 25 99,412 906,560 16 62,452 531,915 203 $63,784 1.67 1.66 0.150 BROs 1,346 5,568,050 8,366,024 1,346 5,568,050 8,366,024 3,422 $431,810 7.02 7.02 0.055 Building Envelope 37 45,738 878,134 31 39,554 768,509 325 $46,303 5.75 5.75 0.092 Commercial Refrigeration 2 20,089 204,239 2 20,089 204,239 75 $3,772 6.53 6.53 0.023 HVAC - Cooling 23 28,703 242,078 15 20,574 172,667 69 $64,168 1.24 1.24 0.468 HVAC - Heat Pump 12 15,749 235,422 9 12,757 190,696 76 $19,088 3.57 3.57 0.139 Lighting - Indoor 449 3,862,071 30,789,434 449 3,862,071 30,789,434 10,473 $1,092,414 3.47 3.47 0.042 Miscellaneous 95 776,246 2,710,441 95 776,246 2,710,441 2,150 $91,029 6.14 6.14 0.040 Whole Building 0 0 0 0 0 0 0 $50,500 0.000 EE Subtotal 2,044 10,643,248 46,147,017 2,018 10,588,984 45,548,611 17,501 $2,518,103 3.29 3.29 0.065 All 1 5,484 60,234 1 5,484 60,234 23 $12,418 0.87 0.87 0.263 Low-Income Subtotal 1 5,484 60,234 1 5,484 60,234 23 $12,418 0.87 0.87 0.263 EE and Low Income Subtotal 2,045 10,648,731 46,207,251 2,019 10,594,467 45,608,845 17,523 $2,530,521 3.27 3.27 0.065 C&S 195 1,573,949 2,369,730 195 1,573,949 2,369,730 894 $10,870 46.40 46.40 0.005 C&S Subtotal 195 1,573,949 2,369,730 195 1,573,949 2,369,730 894 $10,870 46.40 46.40 0.005 Appliance & Plug Loads 0 0 0 0 0 0 0 $2,710 0.000 Service & Domestic Hot Water 0 0 0 0 0 0 0 $2,400 0.000 Electrification Subtotal 0 0 0 0 0 0 0 $5,110 0.000 Transmission & Distribution 0 875 24,494 0 875 24,494 8 $50 46.40 46.40 0.004 T&D Subtotal 0 875 24,494 0 875 24,494 8 $50 46.40 46.40 0.004 C&S, T&D and Electrification Subtotal 195 1,574,824 2,394,224 195 1,574,824 2,394,224 902 $16,030 31.61 31.88 0.007 Utility Total 2,241 12,223,555 48,601,475 2,214 12,169,291 48,003,069 18,426 $2,546,550 3.45 3.45 0.062 EE in California’s Public Power Sector: 17th Edition — 2023 A-167 TABLE 2. PWP EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 527 4,530,018 32,276,411 527 4,530,018 32,276,411 11,000 $1,245,602 3.25 3.25 0.046 Residential 1,517 6,113,230 13,870,606 1,490 6,058,966 13,272,200 6,501 $1,272,501 3.32 3.32 0.108 EE Subtotal 2,044 10,643,248 46,147,017 2,018 10,588,984 45,548,611 17,501 $2,518,103 3.29 3.29 0.065 Residential 1 5,484 60,234 1 5,484 60,234 23 $12,418 0.87 0.87 0.263 Low-Income Subtotal 1 5,484 60,234 1 5,484 60,234 23 $12,418 0.87 0.87 0.263 EE and Low Income Subtotal 2,045 10,648,731 46,207,251 2,019 10,594,467 45,608,845 17,523 $2,530,521 3.27 3.27 0.065 Commercial 195 1,573,949 2,369,730 195 1,573,949 2,369,730 894 $10,870 46.40 46.40 0.005 C&S Subtotal 195 1,573,949 2,369,730 195 1,573,949 2,369,730 894 $10,870 46.40 46.40 0.005 Residential 0 0 0 0 0 0 0 $5,110 0.000 Electrification Subtotal 0 0 0 0 0 0 0 $5,110 0.000 Commercial 0 875 24,494 0 875 24,494 8 $50 46.40 46.40 0.004 T&D Subtotal 0 875 24,494 0 875 24,494 8 $50 46.40 46.40 0.004 C&S, T&D and Electrification Subtotal 195 1,574,824 2,394,224 195 1,574,824 2,394,224 902 $16,030 31.61 31.88 0.007 Utility Total 2,241 12,223,555 48,601,475 2,214 12,169,291 48,003,069 18,426 $2,546,550 3.45 3.45 0.062 EE in California’s Public Power Sector: 17th Edition — 2023 A-168 TABLE 3. PWP EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 536 4,563,659 32,442,823 533 4,553,567 32,392,900 11,046 $1,252,190 3.25 3.25 0.046 Residential 1,493 6,023,180 13,028,155 1,477 6,006,151 12,807,062 6,326 $1,231,573 3.36 3.36 0.108 Residential - Single-Family 15 56,409 676,039 8 29,266 348,650 129 $34,340 1.94 1.91 0.129 EE Subtotal 2,044 10,643,248 46,147,017 2,018 10,588,984 45,548,611 17,501 $2,518,103 3.29 3.29 0.065 Residential 1 5,484 60,234 1 5,484 60,234 23 $12,418 0.87 0.87 0.263 Low-Income Subtotal 1 5,484 60,234 1 5,484 60,234 23 $12,418 0.87 0.87 0.263 EE and Low Income Subtotal 2,045 10,648,731 46,207,251 2,019 10,594,467 45,608,845 17,523 $2,530,521 3.27 3.27 0.065 All 195 1,573,949 2,369,730 195 1,573,949 2,369,730 894 $10,870 46.40 46.40 0.005 C&S Subtotal 195 1,573,949 2,369,730 195 1,573,949 2,369,730 894 $10,870 46.40 46.40 0.005 Residential 0 0 0 0 0 0 0 $5,110 0.000 Electrification Subtotal 0 0 0 0 0 0 0 $5,110 0.000 All 0 875 24,494 0 875 24,494 8 $50 46.40 46.40 0.004 T&D Subtotal 0 875 24,494 0 875 24,494 8 $50 46.40 46.40 0.004 C&S, T&D and Electrification Subtotal 195 1,574,824 2,394,224 195 1,574,824 2,394,224 902 $16,030 31.61 31.88 0.007 Utility Total 2,241 12,223,555 48,601,475 2,214 12,169,291 48,003,069 18,426 $2,546,550 3.45 3.45 0.062 EE in California’s Public Power Sector: 17th Edition — 2023 A-169 PITTSBURG POWER COMPANY - ISLAND ENERGY Pittsburg Power Company – Island Energy at a Glance • Climate Zone: 3 • Customers: 580 • Total annual retail sales: 21,678 MWh • Annual Retail Revenue: $4,972,834 • Annual EE expenditures for reporting year: $14,580 • Gross annual savings from reporting year portfolio: 6 MWh Pittsburg Power Company – Island Energy Overview Island Energy is committed to helping its customers to achieve EE by incentivizing EE programs. Island Energy will continue to work with its customers to understand their load profile, design EE programs that fit business needs and to engage more resources to promote EE on Mare Island. Major Program and Portfolio Changes • Commercial Lighting Program: Lighting Redesign, Overhaul or Retrofit Projects for Commercial Buildings. Incentive is based on one-for-one replacement or calculated based on expected annual energy Savings. Residential, 0 Commercial, 6 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-170 • Residential Home Energy Audit: Free On-Site Energy Advisory Service to Residential Customers • Residential Retail Lighting: Free CFL Light Bulbs & LED Lights to Residential Customers • Residential Appliance Efficiency: Rebates for Energy Star Qualified Clothes Washers, Dishwashers, Air Conditioners and Refrigerators. • LED Street & Parking Lights: Rebates for Street and parking LED Lights • EV Charging Station: Rebate for electric vehicle charging station at residential premises. The rebate programs for Commercial Motors and Process Improvement and Compressed Air System have been discontinued. Program and Portfolio Highlights • Continue to provide EE & renewable energy incentive programs that are comparable to those offered by other utilities in surrounding communities. • Continue to work with customers on energy audits, efficiency improvements and new renewable technologies on Mare Island. • Work with the new master developer on leasing space for utility owned solar. • Invest in other distributed energy generation. Commercial, Industrial & Agricultural Programs • Commercial Lighting Retrofit Program • Building Exterior and Parking Lot Lightings Residential Programs • Residential Free Energy Audit Program • Residential Efficient Lighting Program • Appliance Efficiency Program • Smart Thermostats EM&V Studies Evaluation of each EE application is based on the engineering grade report on energy savings provided by customers. Measurement is based on AMR data reads every month, compared with usage before EE measure installations. Major Differences or Diversions from California POU TRM for Energy Savings None. EE in California’s Public Power Sector: 17th Edition — 2023 A-171 TABLE 1. Island Energy EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Appliance & Plug Loads 0 423 4,954 0 272 3,249 1 $3,786 0.11 0.11 1.483 Lighting - Indoor 1 5,969 53,695 1 4,775 42,956 15 $10,794 0.39 0.41 0.301 EE Subtotal 1 6,392 58,649 1 5,048 46,206 16 $14,580 0.32 0.33 0.380 EE and Low Income Subtotal 1 6,392 58,649 1 5,048 46,206 16 $14,580 0.32 0.33 0.380 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 1 6,392 58,649 1 5,048 46,206 16 $14,580 0.32 0.33 0.380 EE in California’s Public Power Sector: 17th Edition — 2023 A-172 TABLE 2. Island Energy EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 1 5,969 53,695 1 4,775 42,956 15 $10,794 0.39 0.41 0.301 Residential 0 423 4,954 0 272 3,249 1 $3,786 0.11 0.11 1.483 EE Subtotal 1 6,392 58,649 1 5,048 46,206 16 $14,580 0.32 0.33 0.380 EE and Low Income Subtotal 1 6,392 58,649 1 5,048 46,206 16 $14,580 0.32 0.33 0.380 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 1 6,392 58,649 1 5,048 46,206 16 $14,580 0.32 0.33 0.380 EE in California’s Public Power Sector: 17th Edition — 2023 A-173 TABLE 3. Island Energy EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 0 58 579 0 35 348 0 $461 0.10 0.10 1.619 Assembly 1 5,969 53,695 1 4,775 42,956 15 $10,794 0.39 0.41 0.301 Residential 0 244 2,682 0 141 1,548 1 $1,863 0.11 0.10 1.499 Residential - Single-Family 0 121 1,693 0 97 1,354 0 $1,463 0.12 0.12 1.426 EE Subtotal 1 6,392 58,649 1 5,048 46,206 16 $14,580 0.32 0.33 0.380 EE and Low Income Subtotal 1 6,392 58,649 1 5,048 46,206 16 $14,580 0.32 0.33 0.380 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 1 6,392 58,649 1 5,048 46,206 16 $14,580 0.32 0.33 0.380 EE in California’s Public Power Sector: 17th Edition — 2023 A-174 PLUMAS-SIERRA RURAL ELECTRIC COOPERATIVE Plumas-Sierra Rural Electric Cooperative at a Glance • Climate Zone: 16 • Customers: 8,176 • Total annual retail sales: 153,794 MWh • Annual Retail Revenue: $27,267,249 • Annual EE expenditures for reporting year: $121,273 • Gross annual savings from reporting year portfolio: 678 MWh Plumas-Sierra Rural Electric Cooperative Overview The Plumas-Sierra Rural Electric Cooperative (PSREC) is a member-owned, not-for-profit utility located in the eastern Sierras of Northern California. PSREC provides electricity to more than 8,100 rural residents in portions of Plumas, Sierra and Lassen counties in California and part of Washoe County, Nevada. Plumas-Sierra’s service territory encompasses more than 1,700 square miles with more than 1,300 miles of transmission and distribution power line. PSREC serves just six members per mile of line, compared to the average of 34 customers per mile of line for investor-owned utilities. The goal of PSREC’s EE programs is to help members understand and control their energy use. Residential, 21 Agricultural, 657 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-175 Major Program and Portfolio Changes There were no major changes to the PSREC programs or portfolios in 2022. Program and Portfolio Highlights The majority of the energy savings for the 2022 program was provided by upgrades to irrigation equipment in the agricultural sector. Commercial, Industrial & Agricultural Programs PSREC provides free energy audits to businesses to assist with energy conservation and troubleshooting high energy consumption. This program has been successful in assisting business owners in making decisions in efficiency upgrades and conservation. PSREC offers rebates for commercial and industrial members who perform efficiency upgrades including lighting and other custom measures. To encourage the installation of energy efficient equipment in agricultural irrigation systems PSREC offers rebates for pump tests and efficiency improvements. Residential Programs • Geothermal Heating/Cooling Loans: 0% interest ground source heat pump loop loans available for installation of ground-source heat pumps. • HVAC Rebates: PSREC provides members with rebate options to encourage installation of energy-efficient electric heat pumps and ground-source heat pumps in new construction and existing homes and small businesses. Upgrading to an energy-efficient heating and cooling system will contribute to increased comfort in homes while helping to reduce overall energy use. • ENERGY STAR® Rebates: Rebates available for the purchase of an ENERGY STAR® refrigerator, dishwasher, or clothes washer. • Appliance Recycling: Rebates offered for recycling a non-essential freezer or refrigerator. • ENERGY STAR® Lighting Rebates: Offers rebates for the purchase and installation of LED lamps. • LED Holiday Light Rebate: Provides an incentive to replace incandescent holiday light strands with qualified new ENERGY STAR® LED holiday light strands. • Water Heater Sales and Rebates: Discounted sales of, and rebates for the purchase of high-efficiency electric water heaters, including heat pump water heaters. • Weatherization Rebates: PSREC offers members rebates for upgrading windows and insulation in their homes. By retrofitting a home to above-code Resistance Values (R- Value), and upgrading windows to double-pane high-performance windows, members EE in California’s Public Power Sector: 17th Edition — 2023 A-176 not only realize the added comfort, but also gain increased home values. PSREC encourages members to invest in weatherization measures prior to, or in addition to, investing in a new heating source for energy conservation. • Annual Member Meeting Efficiency Giveaways: PSREC provides members who attend the annual meeting with efficiency items such as LED lights, low-flow showerheads, faucet aerators, etc. • Efficiency Education: PSREC provides EE and conservation information, as well as kilowatt meters, to interested members to help them reduce their bill, understand their energy consumption, and make their home more efficient. This program has successfully addressed high bill concerns by empowering members to use information such as our ‘Do-It-Yourself Energy Audit’ to learn more about their home and how they use energy. • Efficiency Education - Energy Audits: PSREC provides free comprehensive energy audits to assist members with energy conservation and troubleshooting high energy consumption in their home. This program has been successful in educating members about efficiency and conservation and assisting in reduction of energy use, especially in low-income homes. Complementary Programs • Low Income Winter Rate Assistance Program: Income-qualified members can apply for a discounted rate during the heating season. In conjunction, a home energy audit is offered, and efficiency information is provided to assist members with energy conservation. • NEM Program: PSREC offers NEM for members who install renewable energy generation systems. • Community Shared Solar: PSREC offers solar energy shares to our members who currently cannot install solar on their homes or businesses due to cost, location or ownership status. • Lending Library and Resource Center: Provides EE and renewable energy resources to members through a book lending library and resource center in our office lobby. • EV Rebate: PSREC offers a $500 rebate for the purchase of an EV. • RD&D: PSREC is researching EV charging infrastructure and other program options to encourage the adoption of electric vehicles in its service area. EM&V Studies PSREC EM&V reports can be found on CMUA website.52 PSREC performs a yearly internal review to evaluate program effectiveness and improvement areas. PSREC has committed to seeking third party evaluation of its programs every five years, depending upon budget. 52 See https://www.cmua.org/emv-reports. EE in California’s Public Power Sector: 17th Edition — 2023 A-177 Major Differences or Diversions from California POU TRM for Energy Savings PSREC uses the CMUA TRM and the eTRM as the primary sources for the majority of reported energy savings. Savings for the commercial lighting program are custom calculations based on the specific equipment replaced. EE in California’s Public Power Sector: 17th Edition — 2023 A-178 TABLE 1. PSREC EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Appliance & Plug Loads 0 5,244 59,350 0 2,862 31,885 11 $17,966 0.21 0.21 0.769 Building Envelope 85 13,674 344,220 68 10,782 273,649 127 $37,006 1.28 0.33 0.225 HVAC - Cooling 2 2,231 41,255 2 1,784 33,004 14 $13,860 0.43 0.24 0.626 Lighting - Indoor 0 7 42 0 4 23 0 $20 0.12 0.09 1.153 Service & Domestic Hot Water 0 165 1,815 0 99 1,089 0 $551 0.20 0.22 0.673 Water Pumping / Irrigation 0 656,696 10,507,136 0 623,861 9,981,779 3,263 $51,869 17.58 8.54 0.007 EE Subtotal 88 678,017 10,953,818 70 639,393 10,321,429 3,415 $121,273 7.99 3.30 0.017 EE and Low Income Subtotal 88 678,017 10,953,818 70 639,393 10,321,429 3,415 $121,273 7.99 3.30 0.017 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 88 678,017 10,953,818 70 639,393 10,321,429 3,415 $121,273 7.99 3.30 0.017 EE in California’s Public Power Sector: 17th Edition — 2023 A-179 TABLE 2. PSREC EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Agricultural 0 656,696 10,507,136 0 623,861 9,981,779 3,263 $51,869 17.58 8.54 0.007 Residential 88 21,321 446,682 70 15,531 339,650 152 $69,403 0.82 0.31 0.329 EE Subtotal 88 678,017 10,953,818 70 639,393 10,321,429 3,415 $121,273 7.99 3.30 0.017 EE and Low Income Subtotal 88 678,017 10,953,818 70 639,393 10,321,429 3,415 $121,273 7.99 3.30 0.017 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 88 678,017 10,953,818 70 639,393 10,321,429 3,415 $121,273 7.99 3.30 0.017 EE in California’s Public Power Sector: 17th Edition — 2023 A-180 TABLE 3. PSREC EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 0 1,703 12,538 0 1,145 8,259 3 $4,687 0.20 0.21 0.747 Other Agricultural 0 656,696 10,507,136 0 623,861 9,981,779 3,263 $51,869 17.58 8.54 0.007 Residential 88 17,889 409,420 70 13,304 315,478 144 $55,292 0.98 0.31 0.286 Residential - Single-Family 0 1,729 24,724 0 1,083 15,912 5 $9,424 0.20 0.21 0.829 EE Subtotal 88 678,017 10,953,818 70 639,393 10,321,429 3,415 $121,273 7.99 3.30 0.017 EE and Low Income Subtotal 88 678,017 10,953,818 70 639,393 10,321,429 3,415 $121,273 7.99 3.30 0.017 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 88 678,017 10,953,818 70 639,393 10,321,429 3,415 $121,273 7.99 3.30 0.017 EE in California’s Public Power Sector: 17th Edition — 2023 A-181 PORT OF OAKLAND Port of Oakland at a Glance • Climate Zone: 3 • Customers: 167 • Total annual retail sales: 119,987,000 MWh • Annual Retail Revenue: $27,520,300 • Annual EE expenditures for reporting year: $12,984 • Gross annual savings from reporting year portfolio: 0 MWh Port of Oakland Overview The Port of Oakland (the Port) oversees the Oakland seaport, Oakland International Airport, and 20 miles of waterfront. Together with its business partners, the Port supports more than 84,000 jobs in the region and nearly 827,000 jobs nationwide. The Port exemplifies a unique combination of public/private endeavors. It encompasses a world-class container port, a thriving airport, an array of retail and commercial buildings and acres of recreational and open space. The Port has approximately 167 commercial electric customers. Major Program and Portfolio Changes Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-182 Although no customers completed projects in FY 2022, the Port offered incentives for EE projects. Program and Portfolio Highlights In FY 2022, Port provided incentives for EE projects at a refrigerated warehouse facility. Commercial, Industrial & Agricultural Programs • Energy Audits: The Port provides Energy Audits that focus on five major energy saving retrofit/improvement projects that will result in load reduction and more efficient use of energy. • Energy Saving Measures Exceeding Title 24 Standards: Port will provide a rebate for any new facility constructed within the Port by its electricity customers that exceed the Title 24 standards in energy saving measures. Eligible facilities must reduce energy usage by a minimum of 10% compared to the standard Title 24 facility. • Energy Saving Equipment Retrofits/Improvements Rebates: The Port has implemented a program that provides rebates and solid technical support for the installation of new EE equipment/improvements by our commercial customers. • Lighting Retrofit: A program providing rebates for the installation of EE lighting upgrades. Residential Programs The Port does not have any residential customers. Complementary Programs The Port recognizes the unique opportunities available in renewable energy, energy storage and electric vehicles due to our customer base. We are working with customers to identify needs and assess potential for renewable energy, storage, EV adoption and EV charging infrastructure programs and investments. EM&V Studies The Port’s EM&V studies are posted on the CMUA website. Major Differences or Diversions from California POU TRM for Energy Savings Reported savings are custom calculations based on actual equipment replaced and installed. EE in California’s Public Power Sector: 17th Edition — 2023 A-183 TABLE 1. Port of Oakland EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Lighting - Indoor 0 0 0 0 0 0 0 $12,984 0.000 EE Subtotal 0 0 0 0 0 0 0 $12,984 0.000 EE and Low Income Subtotal 0 0 0 0 0 0 0 $12,984 0.000 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 0 0 0 0 0 0 0 $12,984 0.000 EE in California’s Public Power Sector: 17th Edition — 2023 A-184 TABLE 2. Port of Oakland EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 0 0 0 0 0 0 0 $12,984 0.000 EE Subtotal 0 0 0 0 0 0 0 $12,984 0.000 EE and Low Income Subtotal 0 0 0 0 0 0 0 $12,984 0.000 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 0 0 0 0 0 0 0 $12,984 0.000 EE in California’s Public Power Sector: 17th Edition — 2023 A-185 TABLE 3. Port of Oakland EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 0 0 0 0 0 0 0 $12,984 0.000 EE Subtotal 0 0 0 0 0 0 0 $12,984 0.000 EE and Low Income Subtotal 0 0 0 0 0 0 0 $12,984 0.000 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 0 0 0 0 0 0 0 $12,984 0.000 EE in California’s Public Power Sector: 17th Edition — 2023 A-186 RANCHO CUCAMONGA MUNICIPAL UTILITY Rancho Cucamonga Municipal Utility at a Glance • Climate Zone: 10 • Customers: 2,503 • Total annual retail sales: 99,763 MWh • Annual Retail Revenue: $12,503,161 • Annual EE expenditures for reporting year: $32,634 • Gross annual savings from reporting year portfolio: 7 MWh Rancho Cucamonga Municipal Utility Overview The Rancho Cucamonga Municipal Utility (RCMU) began providing electric service in 2004 to primarily commercial customers. Since then, RCMU has grown and expanded to residential and industrial customers and new developments. Interest and participation in EE programs continues to be challenging due to the existing customer base and new growth coming from new construction that meets or exceeds Title 24 requirements. Major Program and Portfolio Changes There were no major program changes implemented in FY 2022. Commercial, 7 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-187 Program and Portfolio Highlights In previous years, the greatest participation in EE programs has been attained by the commercial EE rebate program. Replacing inefficient lamp fixtures with LEDs continues to be the trend for EE rebates. Programs and EE practices are promoted online, and free energy audits are continuing to be offered to educate customers on energy savings and potential upgrades on existing equipment. Commercial, Industrial & Agricultural Programs • EE Program: Non-Res Lighting, Non-Res Refrigeration: RCMU has adopted an “Express Solution” model for EE rebates. Customers receive a rebate for estimated kilowatt hour savings for the first year in the following categories: Lighting, Interior LED, Exterior LED, Delamping, HVAC, Motors and Refrigeration. • Direct Savings Program: Non-Res Lighting: To encourage and assist small and medium sized businesses to reduce their energy usage, RCMU will pay and install up to $1,500 of recommended retrofit items that are determined from the complimentary energy audit. Any cost above the $1,500 limit is paid by the customer. Residential Programs During this reporting period, the RCMU residential customer base expanded from primarily leasing multi-family tenants to include single family owned residences. With the growth coming from new developments that meet or exceed Title 24, there is the continued challenge to find interest for EE improvements among the residential customers. The homes are built with LED lighting fixtures, energy efficient appliances and many include solar PV systems. To date, there have not been any residential requests or interest for EE programs. The existing programs are being reviewed as staff is exploring offering rebates for energy efficient equipment and innovative ways to tailor the programs to increase participation. Complementary Programs • Energy Audits: RCMU offers free, customized energy audits including lighting, HVAC and equipment assessment and a review of energy usage. Specific cost-effective recommendations to improve EE and reduce energy use are provided. • Low Income: The program is intended to assist customers with their bills and is funded by the RCMU Public Benefit Fund. The household size and gross income requirements will be based off the San Bernardino County Income Limits and Documentation system. • Medical Support Assistance Program: The program will assist eligible residential customers where a full-time resident of the household regularly requires the use of essential medical support equipment. An application with supporting documentation from the patient’s doctor is required to receive the credit each month. EE in California’s Public Power Sector: 17th Edition — 2023 A-188 • New Development Incentive: This incentive is for new development that is built to exceed a minimum of 15% above Title 24 Code. The incentive payment is based off the final Title 24 report created by a Certified Energy Plans Examiner and verified by a third- party certified Home Energy Rating Systems Rater. • EV Charger Rebate Program: The program provides an incentive of up to $5,000 per Level 2 or DC Fast charging station to RCMU commercial customers who install a workplace or public EV charger. An incentive of up to $500 for residential customers who install a Level 2 charger is also offered. EM&V Studies Major Differences or Diversions from California POU TRM for Energy Savings None. EE in California’s Public Power Sector: 17th Edition — 2023 A-189 TABLE 1. RCMU EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Lighting - Outdoor 2 7,048 112,768 2 7,048 112,768 53 $32,634 0.52 0.53 0.407 EE Subtotal 2 7,048 112,768 2 7,048 112,768 53 $32,634 0.52 0.53 0.407 EE and Low Income Subtotal 2 7,048 112,768 2 7,048 112,768 53 $32,634 0.52 0.53 0.407 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 2 7,048 112,768 2 7,048 112,768 53 $32,634 0.52 0.53 0.407 EE in California’s Public Power Sector: 17th Edition — 2023 A-190 TABLE 2. RCMU EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 2 7,048 112,768 2 7,048 112,768 53 $32,634 0.52 0.53 0.407 EE Subtotal 2 7,048 112,768 2 7,048 112,768 53 $32,634 0.52 0.53 0.407 EE and Low Income Subtotal 2 7,048 112,768 2 7,048 112,768 53 $32,634 0.52 0.53 0.407 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 2 7,048 112,768 2 7,048 112,768 53 $32,634 0.52 0.53 0.407 EE in California’s Public Power Sector: 17th Edition — 2023 A-191 TABLE 3. RCMU EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Other Commercial 2 7,048 112,768 2 7,048 112,768 53 $32,634 0.52 0.53 0.407 EE Subtotal 2 7,048 112,768 2 7,048 112,768 53 $32,634 0.52 0.53 0.407 EE and Low Income Subtotal 2 7,048 112,768 2 7,048 112,768 53 $32,634 0.52 0.53 0.407 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 2 7,048 112,768 2 7,048 112,768 53 $32,634 0.52 0.53 0.407 EE in California’s Public Power Sector: 17th Edition — 2023 A-192 REDDING ELECTRIC UTILITY Redding Electric Utility at a Glance • Climate Zone: 11 • Customers: 44,511 • Total annual retail sales: 738,493 MWh • Annual Retail Revenue: $121,256,164 • Annual EE expenditures for reporting year: $2,829,388 • Gross annual savings from reporting year portfolio: 5,423 MWh Redding Electric Utility Overview Redding Electric Utility’s (REU) total sales in FY 2022 were 738,493 MWh, reflecting a 2.5% decrease compared to FY 2021. REU attributes the reduction in retail sales due to lower impacts from the reduced economic activity from the COVID-19 pandemic, supply chain issues, and inflation. Redding continuously develops electric sales forecasts, especially as the utility expects to see sustained increases in sales attributed to economic growth and increased building and transportation electrification. Due to Redding’s hot summer climate and high residential load, REU’s peak demand typically occurs in the summer between 4:00-5:00 p.m. and is more than double the peak demand during non-cooling months. Residential, 421 Commercial, 3,721 Other, 1,125 Low Income, 156 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-193 REU has committed much of its C&T auction proceeds to efforts that reduce greenhouse gas emissions, combat poverty, and achieve reliable energy savings. However, Redding does not expect additional funding from C&T auction proceeds and is scheduled to ramp down greenhouse gas-funded programs over the next few years. Major Program and Portfolio Changes REU continuously evaluates and makes changes to the public benefits programs to maximize the benefits to the community and maintain compliance with State and Federal Regulations. In September 2021, Redding’s City Council approved Redding’s Demand-Side Management- (DSM) IRP report. The DSM-IRP report concluded that EE measures were not cost-effective for ratepayers due to REU’s low avoided costs and the impact of lost revenue for providing programs that inherently reduce load (i.e., EE). In contrast, electrification programs are cost- effective for all ratepayers (both participants and non-participants), provide a positive revenue source to help sustain PBC funding, and are a cost-effective way to save carbon. As a result, Redding City Council approved terminating all EE rebate programs paid through Public Benefits, replacing them with a new suite of building electrification programs beginning in FY 2023. The approved DSM-IRP report is available on the City of Redding’s website.53 In order to process all outstanding rebates by the end of FY 2022, Redding ended several EE programs effective May 1st, 2022, including: • Public Benefits o Residential EE Deemed Rebates o Commercial EE Deemed Rebates o Commercial Lighting Rebates o Commercial Custom Rebates • C&T Auction Proceeds o Shade Trees o Low-Income EE + Electrification REU has two remaining EE savings programs, including the EE Economic Recovery Plan (EEE-RP) for upgrades to City facilities and the LED Streetlight replacement project. These programs are funded by C&T auction proceeds. Program and Portfolio Highlights For the commercial sector in FY 2022, Redding’s Commercial Lighting rebate program accounted for 59% of total annual energy savings, an increase from FY 2021 levels by 140.16% or an additional 1.95 million net kWh. REU anticipated this result due to the large influx of 53 See (http://reddingcityca.iqm2.com/Citizens/Detail_LegiFile.aspx?Frame=&MeetingID=3604&MediaPosition=&ID=764 1&CssClass). EE in California’s Public Power Sector: 17th Edition — 2023 A-194 rebates submitted due to the Lighting program ending in May 2022. REU’s LED streetlight replacement program accounted for 24.98% of annual energy savings, or 1.13 million kWh (net). On the residential side, the Residential EE Deemed rebates program accounted for 5.69% of total annual energy savings for the year, or 0.133 million net kWh. Commercial, Industrial & Agricultural Programs • HVAC: Deemed rebates for air conditioning, heat pump equipment, and Wi-Fi-enabled thermostats. Custom rebates are calculated based on existing equipment, retrofit equipment, and hours of operation. • Food Service: Deemed rebates for ice machines, glass door refrigerators/freezers, solid door freezers, holding cabinets, electric combination/convection ovens, steam cookers, fryers, griddles, and vending machine controllers. • Refrigeration: Deemed rebates for auto door closers, anti-sweat heater controls, and electronically commutated evaporator fans for walk-in coolers or display cases. • Lighting: Rebates for retrofit lighting projects are calculated using a custom calculator to determine savings based on existing equipment, retrofit equipment, and hours of operation. • City Facilities EE: Funding from C&T auction proceeds provide updates to City of Redding facilities, including LED streetlight replacement, lighting retrofits, and upgrades to energy-efficient equipment. Residential Programs • HVAC: Deemed rebates for air conditioning and/or heat pump equipment, Wi-Fi- enabled thermostats, and whole-house fans. • Water Heating – Deemed rebates for electric storage and heat pump water heaters. • Appliances: Deemed rebates for variable speed pool pumps, room air conditioners, refrigerators, and ceiling fans. • Building Shell: Deemed rebates for the installation of dual pane windows, drill and fill wall insulation, and ceiling insulation. Complementary Programs • Low-Income Programs: Low-income assistance spending (through the CARES Program and Residential Energy Discount) continues to be the second-largest area of our Public Benefits Program expenditures. During FY 2022, rate discounts represented about $1.76 million, and assistance programs represented about $0.60 million paid with public benefits funds. Low-income programs have been most beneficial to a significant portion of our customer base that has limited situational and/or financial means to participate in other EE programs. • EV and Charging Infrastructure: REU offers TE incentives for chargers and vehicle purchases for residential and commercial ratepayers through C&T auction proceeds and EE in California’s Public Power Sector: 17th Edition — 2023 A-195 the LCFS funding. As part of the DSM-IRP implementation, the TE program was also re- evaluated for new program offerings beginning FY 2023. • Residential Education: REU offers a variety of in-home services through the Residential Energy Advisor program. This includes guiding customers through the rebate programs while educating them with energy-saving tips. • Commercial Education: REU offers a variety of in-business services through the Commercial Energy Advisor program. This includes guiding customers through the rebate programs while educating them with energy-saving tips. EM&V Studies The results of Redding EM&V reports are available on CMUA's website.54 In addition to these activities, rebate processing includes technical reviews on 100% of the rebate applications submitted to ensure that projects align with program requirements. Furthermore, REU performs pre- and post-field inspections on large projects that account for the majority of savings. Major Differences or Diversions from California POU TRM for Energy Savings For the vast amount of its EE programs, REU uses the standard measures as constructed within the ESP reporting tool. For REU’s unique programs (Low Income EE + Electrification, Streetlights, City EE), REU used the custom measure feature in ESP to represent the energy and demand impacts of those programs. REU utilizes a custom calculation for Commercial Lighting, lighting retrofit projects in the REU EE programs, and the Low Income Electrification measures. 54 See https://www.cmua.org/emv-reports. EE in California’s Public Power Sector: 17th Edition — 2023 A-196 TABLE 1. REU EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Appliance & Plug Loads 1 21,430 251,354 1 12,663 147,883 43 $8,666 0.93 0.64 0.071 Building Envelope 18 88,874 1,866,360 7 26,553 557,615 306 $60,781 0.70 0.29 0.137 Commercial Refrigeration 11 106,461 1,491,767 7 63,876 895,060 290 $12,964 3.72 2.09 0.018 HVAC - Cooling 109 443,174 5,296,294 89 331,998 3,818,340 1,625 $530,376 0.45 0.60 0.165 Lighting - Indoor 591 2,344,260 18,673,036 473 1,875,408 14,938,429 4,940 $418,338 2.08 2.09 0.033 Lighting - Outdoor 97 2,253,114 23,662,740 97 2,053,026 21,698,181 9,460 $1,521,520 0.80 1.83 0.084 Service & Domestic Hot Water 0 9,885 108,735 0 5,931 65,241 21 $6,392 0.53 0.46 0.118 EE Subtotal 827 5,267,198 51,350,286 673 4,369,456 42,120,748 16,685 $2,559,038 0.95 1.46 0.072 Appliance & Plug Loads 0 8,818 132,270 0 7,495 112,430 38 $38,497 0.16 0.16 0.416 Building Envelope 0 18,687 392,423 0 15,884 333,560 138 $67,878 0.29 0.29 0.256 HVAC - Cooling 0 16,451 144,852 0 13,983 123,124 50 $30,521 0.23 0.23 0.302 HVAC - Heat Pump 0 27,002 567,045 0 22,952 481,989 196 $63,761 0.44 0.44 0.167 Lighting - Indoor 0 70,117 1,121,872 0 59,599 953,591 335 $51,437 1.02 1.02 0.066 Miscellaneous 0 0 0 0 0 0 0 $2,185 0.00 0.00 5,142,235.311 Service & Domestic Hot Water 0 15,042 171,512 0 12,786 145,785 51 $16,071 0.50 0.50 0.133 Low-Income Subtotal 0 156,117 2,529,974 0 132,699 2,150,478 808 $270,351 0.45 0.45 0.155 EE and Low Income Subtotal 827 5,423,315 53,880,260 673 4,502,155 44,271,226 17,494 $2,829,388 0.90 1.32 0.076 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 827 5,423,315 53,880,260 673 4,502,155 44,271,226 17,494 $2,829,388 0.90 1.32 0.076 EE in California’s Public Power Sector: 17th Edition — 2023 A-197 TABLE 2. REU EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 736 3,721,336 32,569,876 608 2,988,489 26,106,985 9,657 $1,675,669 0.90 1.84 0.075 Other 0 1,124,647 12,371,117 0 1,124,647 12,371,117 5,345 $317,369 2.17 2.17 0.031 Residential 91 421,215 6,409,293 65 256,319 3,642,646 1,684 $566,000 0.42 0.44 0.188 EE Subtotal 827 5,267,198 51,350,286 673 4,369,456 42,120,748 16,685 $2,559,038 0.95 1.46 0.072 Residential 0 156,117 2,529,974 0 132,699 2,150,478 808 $270,351 0.45 0.45 0.155 Low-Income Subtotal 0 156,117 2,529,974 0 132,699 2,150,478 808 $270,351 0.45 0.45 0.155 EE and Low Income Subtotal 827 5,423,315 53,880,260 673 4,502,155 44,271,226 17,494 $2,829,388 0.90 1.32 0.076 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 827 5,423,315 53,880,260 673 4,502,155 44,271,226 17,494 $2,829,388 0.90 1.32 0.076 EE in California’s Public Power Sector: 17th Edition — 2023 A-198 TABLE 3. REU EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 0 1,126,721 12,398,079 0 1,125,891 12,387,294 5,350 $317,698 2.17 2.17 0.031 Grocery 10 95,739 1,352,381 6 57,443 811,428 262 $11,431 3.82 2.09 0.017 Other Commercial 726 3,623,523 31,190,533 602 2,929,802 25,279,380 9,390 $1,663,909 0.88 1.83 0.077 Residential 83 206,963 2,882,055 61 145,630 1,906,663 861 $414,229 0.29 0.40 0.261 Residential - Single-Family 8 214,252 3,527,238 4 110,690 1,735,984 822 $151,771 0.76 0.49 0.107 EE Subtotal 827 5,267,198 51,350,286 673 4,369,456 42,120,748 16,685 $2,559,038 0.95 1.46 0.072 Residential 0 935 10,284 0 795 8,741 4 $30,648 0.02 0.02 4.209 Residential - Single-Family 0 155,182 2,519,690 0 131,905 2,141,737 805 $239,703 0.50 0.50 0.138 Low-Income Subtotal 0 156,117 2,529,974 0 132,699 2,150,478 808 $270,351 0.45 0.45 0.155 EE and Low Income Subtotal 827 5,423,315 53,880,260 673 4,502,155 44,271,226 17,494 $2,829,388 0.90 1.32 0.076 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 827 5,423,315 53,880,260 673 4,502,155 44,271,226 17,494 $2,829,388 0.90 1.32 0.076 EE in California’s Public Power Sector: 17th Edition — 2023 A-199 RIVERSIDE PUBLIC UTILITIES Riverside Public Utilities at a Glance • Climate Zone: 10 • Customers: 112,014 • Total annual retail sales: 2,143,518 MWh • Annual Retail Revenue: $337,876,146 • Annual EE expenditures for reporting year: $3,806,254 • Gross annual savings from reporting year portfolio: 11,031 MWh Riverside Public Utilities Overview In FY 2022, Riverside Public Utilities (RPU) met 50% of the kWh savings goal of 1% of retail sales as adopted by the Board of Public Utilities in 2021. FY 2022 posed a challenge for reaching the savings target due to the world-wide pandemic. RPU staff was able to create some low income programs to assist customers with their utility bills to ease some of the financial burden on them. Major Program and Portfolio Changes Residential, 3,487 Commercial, 6,901 Low Income, 643 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-200 RPU continues to enhance and expand its EE program portfolio for the benefit of its customers and the Riverside community. Staff continues to review the program portfolio and offers recommendations on incentive level adjustments for consideration. RPU is experiencing leveled participation in EE rebate and incentive programs. Overall program participation has remained flat over the past 10 years. This flattening demand for EE programs is likely due to a combination of market saturation, customer perception that solar generation is of higher value than EE, and overall weak consumer confidence. During FY 2022, the RPU team continued to focus on revamping low-income programs to be most beneficial to rate payers. RPU reintroduced the Energy Savings Assistance Program (ESAP) in early 2022. Program and Portfolio Highlights RPU had over 37,000 participations in all programs. RPU did not operate our DI programs this reporting year but will resume in the next reporting year. Although commercial customers only represent 10% of total utility customers, they represent the majority of RPU’s load. As a result, RPU has dedicated additional program resources to assist commercial customers in achieving EE savings. Commercial, Industrial & Agricultural Programs • Air Conditioning Incentives: Rebates for replacement of energy inefficient AC units (Non- Res Cooling). • Energy Star® Appliances: Rebates for purchase of Energy Star®-rated refrigerators, dishwashers, commercial clothes washers, solid door refrigerator/freezers, ceiling fans and televisions (Non Res-Lighting, Non Res-Cooling, and Non-Res Refrigeration). • Lighting Incentive: Rebates for kWh savings on installation of more energy efficient lighting and controls (Non-Res Lighting). • Tree Power: Rebates for purchase and planting of up to 5 qualifying shade trees per year (Non-Res Cooling). • Weatherization: Rebates for installation of insulation, window film and cool roofs (Non- Res Shell). • Performance Based Incentive: Rebates for customers who can demonstrate a kWh savings based on custom energy-efficiency measures (Non-Res Comprehensive). • Commercial Food Service Program: Program specifically targeting commercial food service customers such as restaurants, hospitality providers, institutional, medical/hospital customers, schools, and government customers. The program is offered in conjunction with SoCalGas and provides customers with a comprehensive facility audit offering recommendations on specific EE measures, estimated return on investment, and applicable utility incentives. EE in California’s Public Power Sector: 17th Edition — 2023 A-201 • Key Account EE Program (KEEP): Program targeting RPU’s largest Time of Use Customers. This customer segment includes the top 300 RPU customers in terms of consumption. KEEP is intended to provide Key Account customers with a comprehensive EE plan including a priority list of recommended EE measures along with an estimated return on investment and applicable utility incentives. RPU is also working with SoCalGas on this program. Customers are also offered additional technical and contracting assistance to bring large EE projects from concept to completion (Non-Res Comprehensive). • Custom Energy Technology Grants: Grants awarded for research, development, and demonstration of EE and renewable energy projects that are unique to the business or manufacturing process and can demonstrate energy savings, demand reduction or renewable power generation (RD&D Program). • Energy Innovation Grants: Grants available to public or private universities within RPU’s service territory for the purpose of research, development, and demonstration of EE, renewable energy, energy storage, strategic energy research, and electric transportation (RD&D Program). • Upstream HVAC Rebate Program: Rebate incentive for commercial high efficiency HVAC equipment purchases that exceed Title 24 requirements, provided upstream at the wholesale distribution channel level, thereby encouraging distributors to stock and sell more efficient HVAC equipment (Non-Res Cooling). • Energy Management Systems: Rebates for the purchase and installation of energy management systems for monitoring and controlling facility energy load. • New Construction and LEED construction Incentives: Rebates for energy savings exceeding Title 24 standards for pre-approved new construction projects. • Pool and Spa Pumps Incentive: Rebates for purchase of qualifying multi-flow or variable speed high-efficiency pumps and motors. • Premium Motor Incentives: Rebates for the purchase of premium high efficiency electric motors (none claimed in FY 2022). • Thermal Energy Storage Incentive: Feasibility study and incentives available for use of thermal energy storage based on program guidelines (none claimed in FY 2022). Residential Programs • Energy Star® Appliances: Rebates for purchase of Energy Star®-rated refrigerators, dishwashers, clothes washers, room air conditioners, ceiling fans, and televisions (Res Cooling, Res dishwashers, Res Clothes Washers, Res Electronics). • Cool Cash: Rebates for replacing Central Air Conditioners with a SEER rating of 15 above (Res Cooling). • Tree Power: Rebates for purchasing and planting of up to five qualifying shade trees per year and one free qualifying shade tree coupon printed on the March back of the bill (Res Cooling). EE in California’s Public Power Sector: 17th Edition — 2023 A-202 • Pool Saver: Rebates for purchase and installation of high efficiency, variable speed, or multi-flow pool pump motors (Res Pool Pump). • Weatherization: Rebates for installing attic insulation or wall insulation, standard rebates for duct replacement, duct testing/sealing, window film, solar and standard attic fans, whole house fans, and cool roofs (Res Shell, Res Cooling). • Appliance Recycling: Free recycling service for old inefficient refrigerators and freezers (Res Refrigeration). • Multi-Family and Mobile Home Direct Installation: Program offering multi-family and mobile home residents direct installation measures including HVAC tune-ups, lighting efficiency upgrades, weatherization, and Tier 2 advanced power strips. Also addresses EE measures in common areas (Res Lighting). While we did not have this program in place this reporting year, we will resume in the next reporting year. • ESAP: Direct installation program targeting low-income customers, offered in partnership and cooperation with SoCalGas. Measures include lighting efficiency upgrades, HVAC tune-ups, smart power strips, and refrigerator recycling (low-income assistance, Res Lighting, Res Cooling, Res Refrigeration). Complementary Programs • SHARE: This low-income assistance program credits up to $250 toward electric deposit or bill payment assistance for qualified low-income applicants annually. The program assisted 2,467 customers during FY21/22. RPU has a facility in a low income area of the city in an effort to make the program more accessible to our low income customers. • ESAP: In partnership with SoCalGas, ESAP is designed to help lower monthly bills to income-qualified renters and homeowners, making homes more energy efficient through professional no-cost energy-saving home improvements by RPU's authorized contractor Synergy. There were 529 qualified ESAP participants in FY 2022. • Emergency Recovery Assistance Program (ERAP): RPU established the ERAP in response to the COVID-19 pandemic to assist residential electric customers that have experienced reduced income due to loss of employment or reduced hours as a result of COVID-19. ERAP assisted 529 residential electric customers with a one-time $400 credit towards their utility bill. • RD&D: RPU continues to invest in RD&D programs through partnerships with both businesses and local higher education institutions. RPU has expended over $1,000,000 in public benefit funds over the last ten years through its Energy Innovation Grant Program (see description above) to support energy research at local institutions of higher learning. Additional RD&D funding is provided to local commercial customers under the Custom Energy Technology Grant Program (see description above). RPU also participates in SCPPA-directed RD&D efforts and will continue to explore future RD&D opportunities as they occur on a case-by-case basis. EE in California’s Public Power Sector: 17th Edition — 2023 A-203 • DR: RPU continues to manage a highly successful voluntary (non NERC certified) DR program. This program, known as Power Partners, was developed in partnership with RPU’s largest commercial customers. These important Key Account customers agree to voluntarily shed or shift a combined total of 11 MW of electric load during the peak summer months from June-September if it is deemed necessary to call on this resource by RPU in cooperation with the California Independent System Operator (CAISO). • Pool Pump Timer Credit Load Shift Program: This program offers a bill credit of $5 per month for customers who agree to install and program their residential pool pump timer so that the pump operates only during off-peak hours. RPU has implemented an ongoing inspection program to inspect 100% of these timers for program compliance. EM&V Studies RPU is committed to providing cost-effective, ongoing EM&V efforts for its EE programs. EM&V costs are covered in the individual program budgets. In addition to periodic program audits, RPU consistently performs the following in support of EM&V activities. Due to the COVID-19 pandemic, the number of inspections have reduced. An onsite inspection rate of no less than 10% for all residential program participants, performed by RPU staff and contractors. A pre-and post-inspection of 100% of commercial rebate participants, including a review of historical energy usage, energy-saving calculations, and post-measure bill analysis. Audits and installations performed by third-party contractors for RPU direct installation programs have high inspection rates that are performed by both the contractor and RPU staff. The refrigerator recycling program administered by ARCA assures full inspection when the contractor picks up old appliances. EE in California’s Public Power Sector: 17th Edition — 2023 A-204 TABLE 1. RPU EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 2 3,194 35,138 2 3,194 35,138 11 $921 3.64 12.86 0.035 Appliance & Plug Loads 250 826,217 5,631,685 244 816,069 5,508,479 1,993 $256,576 2.56 11.22 0.058 Building Envelope 193 233,588 4,709,206 179 215,950 4,349,849 1,624 $139,449 6.13 12.11 0.049 Commercial Refrigeration 0 2,121 27,573 0 2,121 27,573 9 $806 3.29 12.86 0.040 HVAC - Cooling 2,059 3,568,143 82,508,816 1,864 2,926,914 64,731,180 23,009 $1,747,411 6.09 11.15 0.043 Lighting - Indoor 5 1,347,266 14,819,925 5 1,347,266 14,819,925 4,660 $279,896 5.22 12.86 0.025 Miscellaneous 1 3,949,591 43,419,076 1 3,949,280 43,417,522 13,833 $690,760 6.08 12.84 0.021 Service & Domestic Hot Water 0 1,956 22,584 0 1,858 21,455 7 $598 3.18 11.16 0.037 Water Pumping / Irrigation 0 49,269 689,768 0 49,269 689,768 234 $203,231 0.33 12.86 0.408 Whole Building 0 406,610 8,538,810 0 406,610 8,538,810 2,859 $103,616 7.81 12.86 0.019 EE Subtotal 2,510 10,387,956 160,402,582 2,294 9,718,532 142,139,699 48,240 $3,423,265 5.46 11.74 0.035 Appliance & Plug Loads 0 128 512 0 128 512 0 $114 0.46 12.86 0.310 HVAC - Cooling 0 177,682 2,730,667 0 177,682 2,730,667 1,020 $223,159 2.47 6.68 0.117 Lighting - Indoor 0 465,370 7,445,920 0 465,370 7,445,920 2,701 $159,716 4.62 11.95 0.031 Low-Income Subtotal 0 643,180 10,177,099 0 643,180 10,177,099 3,721 $382,989 3.36 8.94 0.054 EE and Low Income Subtotal 2,510 11,031,136 170,579,681 2,294 10,361,712 152,316,798 51,962 $3,806,254 5.25 11.51 0.036 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 2,510 11,031,136 170,579,681 2,294 10,361,712 152,316,798 51,962 $3,806,254 5.25 11.51 0.036 EE in California’s Public Power Sector: 17th Edition — 2023 A-205 TABLE 2. RPU EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 1,029 6,900,671 85,901,221 1,029 6,900,458 85,897,277 27,140 $1,440,788 5.78 12.84 0.023 Residential 1,481 3,487,284 74,501,362 1,266 2,818,074 56,242,423 21,100 $1,982,478 5.24 10.98 0.057 EE Subtotal 2,510 10,387,956 160,402,582 2,294 9,718,532 142,139,699 48,240 $3,423,265 5.46 11.74 0.035 Residential 0 643,180 10,177,099 0 643,180 10,177,099 3,721 $382,989 3.36 8.94 0.054 Low-Income Subtotal 0 643,180 10,177,099 0 643,180 10,177,099 3,721 $382,989 3.36 8.94 0.054 EE and Low Income Subtotal 2,510 11,031,136 170,579,681 2,294 10,361,712 152,316,798 51,962 $3,806,254 5.25 11.51 0.036 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 2,510 11,031,136 170,579,681 2,294 10,361,712 152,316,798 51,962 $3,806,254 5.25 11.51 0.036 EE in California’s Public Power Sector: 17th Edition — 2023 A-206 TABLE 3. RPU EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 1,600 8,983,608 144,218,459 1,428 8,358,603 126,720,589 42,545 $2,397,555 6.72 11.85 0.028 Residential 910 1,404,348 16,184,124 866 1,359,929 15,419,110 5,695 $1,025,711 2.54 11.08 0.093 EE Subtotal 2,510 10,387,956 160,402,582 2,294 9,718,532 142,139,699 48,240 $3,423,265 5.46 11.74 0.035 Residential 0 643,180 10,177,099 0 643,180 10,177,099 3,721 $382,989 3.36 8.94 0.054 Low-Income Subtotal 0 643,180 10,177,099 0 643,180 10,177,099 3,721 $382,989 3.36 8.94 0.054 EE and Low Income Subtotal 2,510 11,031,136 170,579,681 2,294 10,361,712 152,316,798 51,962 $3,806,254 5.25 11.51 0.036 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 2,510 11,031,136 170,579,681 2,294 10,361,712 152,316,798 51,962 $3,806,254 5.25 11.51 0.036 EE in California’s Public Power Sector: 17th Edition — 2023 A-207 ROSEVILLE ELECTRIC UTILITY Roseville Electric Utility at a Glance • Climate Zone: 11 • Customers: 66,220 • Total annual retail sales: 1,149,163 MWh • Annual Retail Revenue: $166,249,238 • Annual EE expenditures for reporting year: $3,300,263 • Gross annual savings from reporting year portfolio: 18,863 MWh Roseville Overview The City of Roseville is the largest city in Placer County, significantly influencing the economy in South Placer County. Municipal owned Roseville Electric Utility offers affordable electric rates and reliable power to over 59,000 residential accounts and 7,000 commercial accounts. In 2022 Roseville issued 1,468 residential single family, 363 multifamily and 41 commercial building construction permits. Residential, 14,734 Commercial, 3,712 Industrial, 417 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-208 Industrial vacancy rate is 3.7% and office vacancy rate is 12.9%. The median household income in Roseville is $97,097 and 43% of residents over 25 have a bachelor’s degree or higher. Interest in rooftop solar and electric vehicles is high. Major Program and Portfolio Changes As part of pandemic era relief, Roseville Electric Utility has focused, for a second year, on ways that Roseville Electric could support the recovery efforts of our community. Low income rate assistance programs continued at their enhanced levels to support those in need. Qualifications remained at their adjusted level of 200% of the federal poverty level. Roseville Electric Utility has also continued to support the recovery of the local business community through its “Reopen Energy Smart” program, focused on small and medium businesses. This program has included a variety of enhanced rebates aimed at covering most, if not all, upgrade costs. LED lighting, smart thermostats, and cooking appliances were included in these rebates. Roseville Electric Utility continues to offer residential new construction rebates for mixed fuel and all-electric homes. In October 2021 Roseville Electric Utility launched a residential retrofit electrification program which included incentives for heat pump HVACs, heat pump water heaters, heat pump dryers, induction cooktops and assistance for panel upgrades. Interest in rebates for Heat Pump Water Heaters and Heat Pump HVACs was especially high as we saw participation increase throughout the year. Program and Portfolio Highlights Residential Home Energy Reports continue to be the most cost-effective program generating the greatest amount of energy savings for the Roseville Electric Utility residential program portfolio. Roseville Electric Utility Roseville Electric Utility continues to maintain a broad portfolio of EE rebate offerings including 26 options for residential measures and 76 options for commercial measures. Roseville also includes a custom rebate option allowing commercial customers to take advantage of rebate opportunities outside of our prescriptive portfolio. Commercial, Industrial & Agricultural Programs • Commercial LED and Other Lighting: Roseville Electric Utility offers business customers a wide variety of energy efficient LED interior and exterior LED lighting retrofits and control options for updating their facilities. • Commercial Food Service Equipment: This program provides rebates to commercial restaurants to install energy efficient electric food service equipment. EE in California’s Public Power Sector: 17th Edition — 2023 A-209 • Commercial HVAC: This program includes package and split system retrofits, smart thermostats, and HVAC tune ups. • Commercial Custom: Customer driven rebate option targets projects that reduce peak loads and energy consumption and offers unlimited EE technology opportunities for the large and key account customers. Residential Programs • Low-Income Rate Assistance: Roseville Electric Utility assisted approximately 2,100 customers in rate reduction for their utility bills in FY 22. Additionally, Roseville works with local agencies and supports the local LIHEAP program. • During this period, Roseville Electric Utility also applied for and received funding from the 2021 California Arrearage Payment Program (CAPP) to assist with the impacts of delinquent accounts resulting from the pandemic. These funds significantly reduced the number of accounts in arrearage. • Residential Windows: Under this program, retrofit Windows must be Energy Star® rated with a U-value of .30 and an SHGC of .25 or less and bear the National Fenestration Rating Council label. • Residential Whole House Fan: This program offers a rebate to customers installing a permanently fixed 2,000 cubic feet per minute (or greater) whole house fan. • Residential Home Energy Reports: This industry-recognized, contractor-managed EE behavior program provided education, feedback, and tips to residential customers. • Residential HVAC: This program provides rebates to customers for installing higher efficiency systems upon retrofit, performing annual HVAC tune-ups, and installing smart thermostats. • Residential Shade Tree: This is a rebate program designed to incentivize and educate customers to plant drought-tolerant shade trees to keep their home cool. A local urban forester recommends trees. EE savings for the trees was obtained from an EM&V performed in 2010. • Residential Pool Pump: A rebate program designed to incentivize customers to upgrade from a single speed to a variable speed pool pump. • Residential New Construction: Mixed fuel and all-electric home programs offering incentives to builders designed to be consistent with new construction programs from neighboring utilities. Savings estimates are obtained from HERS energy reports and reviewed by the third-party administrator. • Residential Sunscreens: Rebate program designed to incent customers to install permanent sunscreens on their windows to reduce air conditioner runtime. • Residential Retrofit Electrification: Roseville Electric Utility promoted switching from gas to all electric appliances with rebates for heat pump HVACs, heat pump water heaters, heat pump dryers, induction cooktops and assistance with panel upgrades. Complementary Programs EE in California’s Public Power Sector: 17th Edition — 2023 A-210 EV Program: In FY 2022, residential customers purchasing new and used electric vehicles and motorcycles were eligible for incentives for vehicles, plug in chargers and panel replacements. An increased rebate was also available for income qualified customers as part of our EV equity program. In addition to rebates for residential vehicles and chargers, funding was used to assist commercial customers with Level 2 chargers for workplace charging and fleet charging. Rebates were also available for fleet vehicles and increased incentives were available for non-profit customers. Commercial customers were also able to request a free EV site assessment. Additionally, funding was used to promote EV adoption through outreach and education. Roseville Electric Utility is working with Plug in America to educate and incentivize Roseville dealers.55 In FY 2023, Roseville will add rebates for infrastructure upgrades for all commercial customers and DC fast charging for multifamily and non-profits. Roseville will also increase the focus on equity and commercial charging projects. In FY 2023, an update to the independent assessment of the potential impact of EVs to the City of Roseville Electric grid will be completed for Roseville Electric Utility and it will provide recommendations for a strategic approach to address the electrification of the transportation industry. Roseville staff will use this report and other industry research to identify opportunities for improvements and expansion of our existing EV program. Community Solar: Roseville Electric Utility introduced a 986 kW community solar project, Roseville Solective, to residential households in March 2019. A portion of the program was set aside for low-income customers. The project is funded by the participants and the energy contributes to the Roseville Electric Utility’s Renewable Portfolio Standard (RPS) requirements. The objective is to test an option for customers who rent or otherwise choose not to install solar on their own homes. City of Roseville Utility Exploration Center: Roseville Electric Utility continues to support and promote EE and conservation education at this 4000 sq. ft. educational facility. The mission of this facility is to educate visitors of all ages with information about water and energy conservation and achieving a sustainable lifestyle. EM&V Studies Roseville Electric Utility suspended EM&V activity during the pandemic years to reduce the required customer contact and plans to return to its regular EM&V activity in 2023. Roseville 55 See https://pluginamerica.org/. EE in California’s Public Power Sector: 17th Edition — 2023 A-211 Electric Utility prioritizes the programs to review by the dollars spent and savings claimed for the program or when a provisional or custom measure is introduced to our customers. The budget for pre- and post-EM&V is determined by the program selected for review and can vary from $20,000 up to $150,000. The budget depends on the extent of field measurement or customer surveys required to evaluate the program within the guidelines established by the Energy Commission. All third party EM&V and M&V reports are published on the CMUA website.56 Recent Reports include: • EM&V- Residential Home Energy Reports (2019) • EM&V-Commercial Exterior Lighting (2017) • EM&V- Residential HVAC, Pool Pump, Whole House Fan and Sunscreen (2016) • M&V- Smart Thermostats (2018) • M&V- HVAC Tune Ups (2018) Major Differences or Diversions from California POU TRM for Energy Savings Roseville Electric Utility’s avoided costs are entered into the SB 1037 reporting model. All modeling is performed using these costs. Roseville Electric Utility relies on the savings documented in the TRM. If not available, the measure is entered into the SB 1037 reporting model as a custom measure. When a custom program is entered to the model, the source of energy savings is documented as coming from an industry approved method (Energy Reports), a published industry white paper or published EM&V. HERS reports are provided by Builders for new construction programs and reviewed by a third party consultant. Some measures utilize calculation for watts reduction with calculations for kW and kWh performed with standard industry hours of use data. 56 See https://www.cmua.org/emv-reports. EE in California’s Public Power Sector: 17th Edition — 2023 A-212 TABLE 1. Roseville Electric Utility EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 91 293,083 3,516,996 82 263,775 3,165,296 1,014 $129,107 1.30 2.48 0.054 Appliance & Plug Loads 5 91,937 1,009,306 3 55,184 605,755 202 $35,772 0.95 0.61 0.078 BROs 0 13,211,553 26,423,106 0 8,719,625 17,439,250 3,676 $459,392 1.26 1.26 0.053 Building Envelope 238 510,154 10,492,397 49 184,566 3,814,054 1,618 $303,590 0.87 0.51 0.120 Commercial Refrigeration 0 1,617 21,021 0 970 12,613 4 $2,714 0.24 0.19 0.289 HVAC - Cooling 378 1,334,998 13,033,342 359 1,233,759 12,232,708 4,738 $848,950 0.94 1.03 0.096 HVAC - Heat Pump 0 900 14,400 0 900 14,400 6 $1,735 0.57 0.17 0.169 Lighting - Indoor 462 2,017,027 24,229,248 416 1,813,080 21,770,426 6,977 $587,833 1.96 1.72 0.036 Lighting - Outdoor 251 981,373 11,776,476 226 883,236 10,598,828 4,590 $353,164 1.60 2.70 0.044 Miscellaneous 50 417,334 8,764,015 50 417,334 8,764,015 2,847 $201,413 2.31 0.90 0.035 Process 0 1,807 19,877 0 1,084 11,926 4 $1,655 0.38 0.69 0.182 Service & Domestic Hot Water 0 1,175 18,800 0 1,175 18,800 6 $842 1.20 0.29 0.063 EE Subtotal 1,475 18,862,957 99,318,983 1,185 13,574,688 78,448,073 25,684 $2,926,167 1.38 1.22 0.055 EE and Low Income Subtotal 1,475 18,862,957 99,318,983 1,185 13,574,688 78,448,073 25,684 $2,926,167 1.38 1.22 0.055 Appliance & Plug Loads 0 6,860 109,760 0 5,488 87,808 31 $6,308 0.82 0.59 0.101 HVAC - Heat Pump 0 153,276 2,452,416 0 153,276 2,452,416 1,052 $176,571 0.95 0.93 0.101 Service & Domestic Hot Water 0 189,501 3,032,016 0 189,501 3,032,016 1,060 $191,217 0.84 1.63 0.088 Electrification Subtotal 0 349,637 5,594,192 0 348,265 5,572,240 2,144 $374,095 0.89 1.16 0.094 C&S, T&D and Electrification Subtotal 0 349,637 5,594,192 0 348,265 5,572,240 2,144 $374,095 0.89 1.16 0.094 Utility Total 1,475 19,212,594 104,913,175 1,185 13,922,953 84,020,313 27,828 $3,300,263 1.32 1.22 0.058 EE in California’s Public Power Sector: 17th Edition — 2023 A-213 TABLE 2. Roseville Electric Utility EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 1,166 3,711,911 44,177,834 1,069 3,360,799 40,086,696 13,928 $1,272,788 1.68 1.80 0.042 Industrial 50 417,334 8,764,015 50 417,334 8,764,015 2,847 $201,413 2.31 0.90 0.035 Residential 259 14,733,712 46,377,134 66 9,796,555 29,597,362 8,909 $1,451,966 0.99 0.90 0.084 EE Subtotal 1,475 18,862,957 99,318,983 1,185 13,574,688 78,448,073 25,684 $2,926,167 1.38 1.22 0.055 EE and Low Income Subtotal 1,475 18,862,957 99,318,983 1,185 13,574,688 78,448,073 25,684 $2,926,167 1.38 1.22 0.055 Residential 0 349,637 5,594,192 0 348,265 5,572,240 2,144 $374,095 0.89 1.16 0.094 Electrification Subtotal 0 349,637 5,594,192 0 348,265 5,572,240 2,144 $374,095 0.89 1.16 0.094 C&S, T&D and Electrification Subtotal 0 349,637 5,594,192 0 348,265 5,572,240 2,144 $374,095 0.89 1.16 0.094 Utility Total 1,475 19,212,594 104,913,175 1,185 13,922,953 84,020,313 27,828 $3,300,263 1.32 1.22 0.058 EE in California’s Public Power Sector: 17th Edition — 2023 A-214 TABLE 3. Roseville Electric Utility EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 702 2,477,087 28,366,570 631 2,228,351 25,517,643 8,138 $754,111 1.79 1.79 0.039 Office - Large 205 224,787 3,596,597 205 224,787 3,596,597 1,092 $117,243 1.72 1.01 0.046 Other Commercial 259 1,010,037 12,214,668 233 907,661 10,972,456 4,699 $401,435 1.46 2.50 0.049 Other Industrial 50 417,334 8,764,015 50 417,334 8,764,015 2,847 $201,413 2.31 0.90 0.035 Residential 24 13,819,237 36,446,581 14 9,147,783 24,032,937 6,534 $920,812 1.14 0.98 0.069 Residential - Single-Family 235 914,475 9,930,553 52 648,773 5,564,425 2,375 $531,154 0.72 0.75 0.134 EE Subtotal 1,475 18,862,957 99,318,983 1,185 13,574,688 78,448,073 25,684 $2,926,167 1.38 1.22 0.055 EE and Low Income Subtotal 1,475 18,862,957 99,318,983 1,185 13,574,688 78,448,073 25,684 $2,926,167 1.38 1.22 0.055 Residential - Single-Family 0 349,637 5,594,192 0 348,265 5,572,240 2,144 $374,095 0.89 1.16 0.094 Electrification Subtotal 0 349,637 5,594,192 0 348,265 5,572,240 2,144 $374,095 0.89 1.16 0.094 C&S, T&D and Electrification Subtotal 0 349,637 5,594,192 0 348,265 5,572,240 2,144 $374,095 0.89 1.16 0.094 Utility Total 1,475 19,212,594 104,913,175 1,185 13,922,953 84,020,313 27,828 $3,300,263 1.32 1.22 0.058 EE in California’s Public Power Sector: 17th Edition — 2023 A-215 SACRAMENTO MUNICIPAL UTILITY DISTRICT Sacramento Municipal Utility District at a Glance • Climate Zone: 12 • Customers: 647,502 • Total annual retail sales: 10,453,026 MWh • Annual Retail Revenue: $1,565,104,629 • Annual EE expenditures for reporting year: $36,132,093 • Gross annual savings from reporting year portfolio: 96,051 MWh Sacramento Municipal Utility District Overview Sacramento Municipal Utility District (SMUD) is planning program changes to respond to the following industry trends, utility direction and changing customer expectations: In July of 2020, the SMUD Board of Directors (Board) declared a climate emergency and set a goal of delivering carbon neutral electricity by 2030. Diversity, Equity, Inclusion, and Belonging is a stated goal in SMUD culture. Many of our programs have included equity components to help ensure inclusion. In addition, the SMUD Board issued funding for a new Sustainable Communities Equity program offerings to ensure access to decarbonization offerings. Residential, 69,655 Commercial, 26,396 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-216 Due to the SMUD Board declaration, SMUD will need to develop load management or load flexibility programs to meet 10% to 20% of SMUD’s peak load. There will be a continuation of more complex rate schedules that will mimic the cost and availability of renewable power and the intensities of carbon in the power mix. EE, building electrification, transportation electrification, solar and storage will continue to converge toward complete energy solutions, customized to meet the needs of the customer and the utility. More and more customers prefer to access information and communicate via mobile devices. Consumers are becoming increasingly interconnected, fundamentally shifting channels of social interaction. Customers want clear and simple choices, which may conflict with complex rates and carbon reduction efforts. Major Program and Portfolio Changes SMUD continued long-term reduction in the overall EE budget, with an ensuing reduction in the energy and peak savings achieved in prior years. This was both a planned reduction as SMUD’s focus shifted towards its 2030 Zero Carbon plan goals and a decrease in commercial program activity resulting from economic conditions. Major program changes include the following: Launched two new rates products in support of SMUD’s 2030 Zero Carbon Plan: the Solar and Storage Rate to support battery storage adoption, and Critical Peak Pricing (CPP) to support a load flexibility product. Initiated a new My Energy Optimizer℠ (MEO) thermostat program for Summer 2022. This includes a standard demand response product, as well as a CPP product. Developed a suite of MEO battery storage incentives. This includes a Starter product for rate arbitrage, a Partner product as a summer CPP offering, and a Partner+ product as an all-year dispatchable resource. The Advanced Homes program conducted delivery coordination with the statewide California TECH program, which provided incentives for heat pump water and space heating conversions. The Greenergy program launched five new individual options for residential customers which focuses on carbon savings in addition to renewable energy to provide consistency and alignment with our Integrated Resource Plan and 2030 Clean Energy Vision. The new options include: Greenergy Standard (200kWh of customers usage offset with renewable energy), Greenergy CA Renewable (100% of customers usage is offset with CA based renewable energy) and Greenergy Local (100% of customers usage is offset with local Sacramento region renewable energy), Greenergy Neighbor (customers can donate in blocks of 200 kWh of EE in California’s Public Power Sector: 17th Edition — 2023 A-217 renewable power to customers who would like to participate but cannot afford to do so; and Climate Advocate Successfully launched the contractor driven phase of Charge@Home, allowing customers to access the SMUD Contractor Network and choose from a variety of contractors to install an EV charging circuit and administrate the Charge@Home rebate. The Smart Homes program re-designed offerings to emphasize adoption of central hot water system conversions. Program and Portfolio Highlights On July 17, 2020, the SMUD Board adopted a climate emergency declaration. The SMUD Board adopted a climate emergency declaration that commits to working toward an ambitious goal of delivering carbon neutral electricity by 2030. The declaration recognizes the immediate risks to our community and demands bold action to achieve results. As SMUD charts the process to decarbonize our electricity supply, we recognize there is a need to help our customers decarbonize their lives also through EE, building electrification and transportation electrification. Building and transportation electrification will both place strain on the distribution grid and force a larger carbon free electricity supply. Managing the load and grid in 2030 will encourage SMUD to operate the supply and grid differently. Due to these expected changes, SMUD is changing many of its existing programs and developing new programs to prepare SMUD and its customers to this new future. As we move forward, this will encourage more bundling of programs and care to develop programs that aid us to a carbon free future. For 2022, SMUD spent $36.2 million for residential and commercial EE programs, compared to a budget of $29.6 million. All expenditures are PGC funded. These programs delivered 14 MW of peak-load reduction and 96 GWh of annual energy savings. Commercial, Industrial & Agricultural Programs Expenditures for C&I EE retrofit programs for existing buildings and facilities were $11.8 million, with delivery of 27.9 GWh in annual energy savings. • Customized EE Incentives: Promotes the installation of energy-efficient equipment, controls, and processes at commercial and industrial customer facilities. Provides incentives to contractors and/or customers to promote the installation of energy efficient lighting, HVAC, motors, and refrigeration equipment and controls. The program also provides incentives for retro-commissioning, process improvements, and data center storage projects that result in energy savings. • Express Energy Solutions: Provides prescriptive incentives to participating qualified contractors for high-efficiency equipment across a variety of end-uses: lighting, HVAC, EE in California’s Public Power Sector: 17th Edition — 2023 A-218 refrigeration, and food-service equipment. Incentives are targeted to the contractor/supplier in an effort to stimulate the market for energy-efficient equipment and services and are designed to cover a significant portion of the incremental cost of the equipment. • Complete Energy Solutions: Third party administrator performs comprehensive energy audits of small and medium-sized businesses. Customer receives a customized report detailing recommended energy improvements, estimated savings, estimated cost and payback. Third party administrator then assists customer in hiring a contractor to complete the project. • Integrated Design Solutions: Provides incentives to builders and their design teams to design new commercial and industrial buildings energy efficient than required by Title 24 (or typical new construction in the case of Title 24-exempt buildings and processes). • Multifamily Retrofit: Provides incentives to apartment owners and managers to complete energy retrofits. • Smart Homes: Provides incentives to builders and their design teams to design efficient all electrics homes and apartments. Residential Programs Expenditures for residential EE programs for existing homes were $20.3 million and achieved 17.2 GWh in annual energy savings. • Advanced Homes: Provides rebates for qualifying (Energy Star®, Consortium for EE, and/or other high-efficiency levels) efficiency improvements, which include mini split heat pump, heat pump space heaters and heat pump water heaters. • Low Income Decarbonization: DI weatherization program supporting the adoption of heat pump water and space heating. • Home Energy Reports: Emailed energy reports to support more energy efficient usage within a home. • Retail Partnership Program is an upstream program that works with big box retailers to pay retailer incentives for all the EE items they sell in their stores. • Appliance Efficiency Program: Included in this program are induction cooking rebates, Refrigerator/Freezer Recycling, SHIFT, and the Retail Partnership Program. • Induction Cooking Rebates provides incentives for both electric replacement and gas conversions. • Refrigerator/Freezer Recycling provides incentives to recyclers and partners to complete environmental recycling of old refrigerators and freezers. • SHIFT is an upstream program that works with big box retailers to pay retailer incentives to shift adoption away from high volume non-Energy Star® models. Complementary Programs Information/Education Programs EE in California’s Public Power Sector: 17th Edition — 2023 A-219 • Expenditures for Information and Education programs were $0.2M in 2021 and achieved 0.0 MW of peak-load reduction and 0.0 GWh in annual energy savings. Demand-Reduction Programs • Peak Corps (Residential Air Conditioner Load Management Program): In the past, customers volunteered to allow SMUD to install a radio-controlled cycling device on their central air conditioners and to send a radio signal to switch, or cycle, off their air conditioners to reduce peak load on the electric-system. In the late 1990’s the program was transitioned into maintenance mode with no new installations. In 2010 the program was modified for emergency use only and all service and maintenance related work was discontinued. In an Emergency Situation the Power System Operators have the ability to activate the entire AC Load Management cycling program within a three-minute time span, but the program has not been activated since 2000. • Power Direct (Automated DR Program): Enhances facilities’ energy performance by seamlessly integrating automated response capabilities into energy management, lighting, and HVAC systems. Automatically reduces electricity consumption on Conservation Days in times of high demand. • Behavioral DR: In 2021, SMUD piloted a Behavioral DR program. This program ran from July through September and ten events were called. Results were more promising than expected. The program used gamification and ranked similar houses against each other during the event. This ranking was then shared with the customers so they could take action to score better during the next event. This was a one-year pilot and based upon the results, SMUD will determine if it uses this type of DR in the future. Other Complimentary Programs • Shade Trees: Provides free shade trees to SMUD customers. Implemented through the community-based non-profit Sacramento Tree Foundation (STF). STF foresters review tree selection and site locations with customers who plant the trees. • Smart Homes: New construction program that integrates EE, demand response and other technologies in an aligned vision. The program is designed to complement SMUD’s other portfolio programs (EE, DR, EV, etc.) to support SMUD’s future load requirements. The resulting home design from those builders that participate will be an innovative use of energy-efficient design technologies, integrated built-in DR capabilities, automated peak shifting strategies, and other “smart” connected options desired by homeowners. The All-Electric Smart Homes program focuses on increasing the opportunities for reducing carbon emissions in residential new construction. • Low-Income Programs: SMUD provides a low-income rate subsidy, a medical assistance rate subsidy, and no-cost weatherization and electrification services to our low-income customers. EE in California’s Public Power Sector: 17th Edition — 2023 A-220 • EVs: In 2021, SMUD’s Drive Electric program continued to promote adoption of plug-in electric vehicles through special PEV rate offerings, participation in educational events, and educational offerings through the SMUD website.57 • Energy Storage: SMUD is conducting field studies to examine customer scale storage applications, risks and benefits associated with thermal and battery storage. Additionally, SMUD is piloting an energy storage program, StorageShares, in order to fulfill AB 2514 (Skinner, 2012) requirements. • Renewable Energy Programs: During 2021, SMUD worked closely with our community to develop a new Solar & Storage rate for our customers. This rate was planned to go live in 2022 as we closed out the NEM 1 solar rate. This new Solar & Storage rate has now joined our voluntary green pricing programs including SolarShares, which supports expansion of distributed PV; and commercial and residential REC purchase programs. • C&S: SMUD continues to pursue the development and implementation of C&S (e.g. T24, T20, etc.) as the most cost-effective source of Energy Savings. SMUD participates in several working groups, drives code compliance through programs, assists with workforce training, conducts research, and develops data management systems to improve tracking and reporting. SMUD is claiming 52 net GWh energy savings associated with the Statewide C&S Team for 2020. • RD&D: SMUD has a centralized research and development program that conducts public good research across the electricity enterprises from the supply side to demand side. Research is conducted in eight research areas which include renewable energy, ET, climate change, distributed generation, EE, DR, storage, and smart grid. These programs seek to track emerging technologies, demonstrate promising technologies, and prepare SMUD and SMUD customers for adoption of these emerging technologies. EM&V Studies SMUD has established a framework to develop yearly measurement and verification (M&V) action plans. SMUD is planning M&V activities for all of its major programs, scheduled at fixed intervals (2-4 years apart), with the intention of evaluating all programs on a continued cyclical basis through 2022. For methodological approaches needed to perform specific types of evaluations, SMUD will be guided by the CPUC’s “California Evaluation Framework” (June 2004) and “California EE Evaluation Protocols” (April 2006). SMUD is planning to allocate approximately one percent of its total energy-efficiency budget towards impact- and persistence-focused M&V studies. These studies will be conducted primarily using third-party contractors, with management and oversight by SMUD’s Strategy division. SMUD completed the following M&V activities in 2022: 57 See https://www.smud.org/PEV. EE in California’s Public Power Sector: 17th Edition — 2023 A-221 • Energy Star® Retail Products Platform evaluation study • My Energy Optimizer Partner Thermostat evaluation study In 2022, M&V will be conducted for the following: • Advanced Commercial Solutions – This includes Integrated Design Solutions, Commercial Customized Incentives, and Commercial Building Electrification • My Energy Optimizer Partner+ • Peak Conserve (Next Generation ACLM) Major Differences or Diversions from California POU TRM for Energy Savings In order to determine energy savings, programs may rely on several sources: the TRM, Energy Modeling Software, or specific studies conducted by utilities or recognized working groups. The goal is to use the most current studies/workpapers which best represent climate zone 12 and SMUD customers. EE in California’s Public Power Sector: 17th Edition — 2023 A-222 TABLE 1. SMUD EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Appliance & Plug Loads 788 4,591,281 55,225,563 547 3,186,226 38,522,606 1,364 $1,011,147 0.31 0.04 0.034 C&S 5,396 51,000,000 764,219,537 4,317 40,800,000 611,375,630 20,154 $1,939,632 2.59 2.59 0.004 Commercial Refrigeration 9 74,934 1,123,405 7 59,948 898,724 30 $42,030 0.17 0.20 0.063 Food Service 2 10,879 130,432 1 8,703 104,345 4 $6,602 0.13 0.05 0.080 HVAC - Cooling 628 2,692,956 29,803,290 506 2,141,688 23,510,738 925 $3,321,367 0.09 0.12 0.179 HVAC - Heating 0 7,156,163 107,210,764 0 4,293,698 64,326,458 2,082 $1,559,396 0.20 0.11 0.033 Lighting - Indoor 1,131 7,089,761 49,532,795 905 5,671,809 39,626,236 2,656 $1,660,617 0.20 0.14 0.048 Miscellaneous 394 3,000,000 41,974,972 276 2,100,000 29,382,480 1,055 $342,557 0.69 0.69 0.015 Service & Domestic Hot Water 382 2,396,167 17,265,484 303 1,883,510 13,478,144 851 $782,201 0.15 0.21 0.067 Whole Building 2,509 18,039,184 270,392,455 2,409 17,312,806 259,504,001 8,643 $2,547,474 0.83 0.34 0.013 EE Subtotal 11,240 96,051,325 1,336,878,697 9,271 77,458,388 1,080,729,363 37,765 $13,213,024 0.66 0.35 0.016 EE and Low Income Subtotal 11,240 96,051,325 1,336,878,697 9,271 77,458,388 1,080,729,363 37,765 $13,213,024 0.66 0.35 0.016 Appliance & Plug Loads 6 33,308 332,778 6 33,308 332,778 15 $372,211 0.01 0.01 1.367 HVAC - Heat Pump 2,020 12,287,814 158,229,016 1,984 12,069,838 155,802,648 5,562 $12,116,177 0.14 0.12 0.101 Miscellaneous 0 0 0 0 0 0 0 $476,000 0.000 Service & Domestic Hot Water 334 3,926,797 49,660,931 325 3,860,120 48,661,051 1,824 $4,238,815 0.09 0.14 0.112 Whole Building 434 3,648,007 72,064,223 395 3,353,360 66,199,087 1,663 $5,715,866 0.09 0.10 0.127 Electrification Subtotal 2,794 19,895,925 280,286,947 2,710 19,316,626 270,995,564 9,064 $22,919,069 0.11 0.11 0.113 C&S, T&D and Electrification Subtotal 2,794 19,895,925 280,286,947 2,710 19,316,626 270,995,564 9,064 $22,919,069 0.11 0.11 0.113 Utility Total 14,034 115,947,250 1,617,165,644 11,980 96,775,014 1,351,724,927 46,829 $36,132,093 0.31 0.24 0.036 EE in California’s Public Power Sector: 17th Edition — 2023 A-223 TABLE 2. SMUD EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 3,918 26,396,062 321,064,749 3,465 23,541,579 293,199,782 11,484 $4,848,588 0.50 0.42 0.022 Residential 7,321 69,655,264 1,015,813,947 5,806 53,916,809 787,529,581 26,281 $8,364,437 0.76 0.33 0.014 EE Subtotal 11,240 96,051,325 1,336,878,697 9,271 77,458,388 1,080,729,363 37,765 $13,213,024 0.66 0.35 0.016 EE and Low Income Subtotal 11,240 96,051,325 1,336,878,697 9,271 77,458,388 1,080,729,363 37,765 $13,213,024 0.66 0.35 0.016 Commercial 76 521,025 7,810,819 65 445,775 6,682,584 223 $1,840,650 0.03 0.04 0.370 Residential 2,719 19,374,900 272,476,129 2,645 18,870,851 264,312,980 8,841 $21,078,418 0.12 0.12 0.106 Electrification Subtotal 2,794 19,895,925 280,286,947 2,710 19,316,626 270,995,564 9,064 $22,919,069 0.11 0.11 0.113 C&S, T&D and Electrification Subtotal 2,794 19,895,925 280,286,947 2,710 19,316,626 270,995,564 9,064 $22,919,069 0.11 0.11 0.113 Utility Total 14,034 115,947,250 1,617,165,644 11,980 96,775,014 1,351,724,927 46,829 $36,132,093 0.31 0.24 0.036 EE in California’s Public Power Sector: 17th Edition — 2023 A-224 TABLE 3. SMUD EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 5,396 51,000,000 764,219,537 4,317 40,800,000 611,375,630 20,154 $1,939,632 2.59 2.59 0.004 Assembly 38 270,954 1,986,613 30 218,572 1,616,401 101 $53,605 0.26 0.18 0.039 Education - Primary School 80 510,452 3,582,980 64 408,361 2,866,384 185 $136,840 0.17 0.06 0.055 Education - Secondary School 51 322,257 4,830,757 51 322,257 4,830,757 161 $69,663 0.55 0.45 0.019 Education - University 19 94,500 661,057 15 75,600 528,845 35 $19,346 0.22 0.19 0.042 Grocery 93 745,471 9,861,572 86 688,403 9,268,832 340 $149,312 0.50 0.37 0.021 Health/Medical - Hospital 530 3,799,740 56,957,546 514 3,685,748 55,248,819 1,839 $333,082 1.36 1.65 0.008 Manufacturing Biotech 64 467,400 7,006,823 62 453,378 6,796,618 226 $137,414 0.40 0.91 0.027 Manufacturing Light Industrial 776 5,577,572 82,631,893 750 5,389,500 80,007,733 2,685 $694,616 0.94 1.28 0.012 Office - Large 204 1,187,095 12,926,530 179 1,042,182 11,725,918 514 $366,074 0.27 0.32 0.040 Office - Small 673 3,969,592 29,415,233 507 3,014,698 21,121,803 1,431 $884,785 0.21 0.20 0.048 Other Agricultural 496 3,623,690 54,322,965 451 3,297,558 49,433,898 1,645 $498,271 0.80 0.41 0.014 Other Commercial 378 2,749,261 32,722,403 339 2,464,570 30,152,970 1,197 $437,298 0.56 0.28 0.019 Residential 1,108 6,904,272 86,131,935 771 4,804,584 60,149,720 2,217 $1,183,708 0.43 0.07 0.026 Residential - Multi-Family 195 1,469,077 22,013,308 195 1,469,077 22,013,308 732 $311,975 0.59 0.05 0.019 Residential - Single-Family 622 10,281,914 143,449,167 523 6,843,147 93,990,923 3,178 $4,929,121 0.13 0.10 0.069 Restaurant - Fast-Food 21 125,931 951,008 17 102,094 781,031 45 $40,718 0.17 0.15 0.062 Restaurant - Sit-Down 5 40,884 595,836 4 32,707 476,669 16 $24,479 0.16 0.17 0.069 Retail - Large 59 268,687 3,271,206 48 216,493 2,640,086 96 $140,274 0.20 0.12 0.069 Retail - Small 405 2,441,645 17,927,278 326 1,968,714 14,572,576 891 $795,148 0.16 0.22 0.064 Storage - Unconditioned 27 200,930 1,413,050 22 160,744 1,130,440 75 $67,662 0.14 0.10 0.069 EE Subtotal 11,240 96,051,325 1,336,878,697 9,271 77,458,388 1,080,729,363 37,765 $13,213,024 0.66 0.35 0.016 EE and Low Income Subtotal 11,240 96,051,325 1,336,878,697 9,271 77,458,388 1,080,729,363 37,765 $13,213,024 0.66 0.35 0.016 Assembly 46 333,383 4,999,403 37 266,707 3,999,522 134 $803,921 0.04 0.05 0.270 Education - Secondary School 19 116,689 1,749,208 18 116,322 1,743,713 58 $615,799 0.02 0.03 0.475 Manufacturing Light Industrial 3 21,400 320,783 2 17,120 256,626 9 $89,610 0.02 0.04 0.470 Office - Large 5 26,298 393,646 5 26,298 393,646 13 $105,672 0.03 0.06 0.361 Other Agricultural 0 3,620 54,268 0 3,620 54,268 2 $166,161 0.00 0.06 4.117 Residential - Multi-Family 247 2,134,097 35,818,650 209 1,844,097 30,023,166 897 $2,051,829 0.11 0.12 0.096 Residential - Single-Family 2,471 17,240,803 236,657,479 2,436 17,026,754 234,289,814 7,944 $19,026,589 0.12 0.12 0.107 Restaurant - Fast-Food 3 19,635 293,511 3 15,708 234,809 7 $59,486 0.04 0.05 0.340 Electrification Subtotal 2,794 19,895,925 280,286,947 2,710 19,316,626 270,995,564 9,064 $22,919,069 0.11 0.11 0.113 EE in California’s Public Power Sector: 17th Edition — 2023 A-225 C&S, T&D and Electrification Subtotal 2,794 19,895,925 280,286,947 2,710 19,316,626 270,995,564 9,064 $22,919,069 0.11 0.11 0.113 Utility Total 14,034 115,947,250 1,617,165,644 11,980 96,775,014 1,351,724,927 46,829 $36,132,093 0.31 0.24 0.036 EE in California’s Public Power Sector: 17th Edition — 2023 A-226 SAN FRANCISCO PUBLIC UTILITIES COMMISSION San Francisco Public Utilities Commission at a Glance • Climate Zone: 3 • Customers: 5,347 • Total annual retail sales: 886,417 MWh • Annual Retail Revenue: $140,614,060 • Annual EE expenditures for reporting year: $2,094,894 • Gross annual savings from reporting year portfolio: 8,964 MWh San Francisco Public Utilities Commission Overview Hetch Hetchy Power manages a portfolio of electric generation, which includes the San Francisco Public Utilities Commission’s (SFPUC) Hetch Hetchy Water and Power System, which generates an average of 1.6 million MWh of clean hydroelectric power each year, 28 municipal solar photovoltaic installations (8.5 MW), and 2 biogas cogeneration facilities (3.1 MW). Hetch Hetchy Power has made a commitment to EE as its highest priority resource. Historically, Hetch Hetchy Power's EE programs have mainly targeted its municipal customers, and most of its programs have been provided at no charge to these civic agencies. Hetch Hetchy Power also now offers programs for its growing residential and commercial customer sectors. Commercial, 8,964 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-227 Major Program and Portfolio Changes This year’s energy savings are primarily derived from a DI project at San Francisco City Hall, custom new design and construction savings incentivized through the Blueprint for Savings program, and data center retrofit savings incentivized through the Upgrade for Savings program. Program and Portfolio Highlights EE has been an essential component of Hetch Hetchy Power's resource portfolio for more than a decade. In the current reporting period, FY 2022, completed EE projects and programs are estimated to save 5,376 net MWh of electricity per year, at a utility cost of $2.0 million. Hetch Hetchy Power's EE projects and programs also achieve significant natural gas savings each year, which are accounted for separately from this report. Program highlights for FY 2022 include: • Interior dome lighting retrofit at City Hall • Energy efficient HVAC, lighting, and people-mover designs implemented at the Transbay Terminal and incentivized through the Blueprint for Savings Program • Energy efficient uninterruptible power supply retrofits for a large data center incentivized through the Upgrade for Savings Program Commercial, Industrial & Agricultural Programs Hetch Hetchy Power's EE programs are generally tailored to each customer (almost all of which are other City departments), because most of these customers are large and have varied property characteristics. These programs include: • General Fund Program: This program provides complete retrofit services and customized incentives to targeted municipal customers. The program focuses on City agencies that are funded primarily through local tax receipts, fees, and federal/state- funded programs. These customers are considered hard-to-reach (due to limited access to capital and engineering, as well as insufficient price signals). • Civic Center Sustainability District: Through a partnership with the Clinton Global Initiative, this program demonstrates green, renewable and energy efficient technologies as a national model for sustainability in historic districts. For EE projects, the program provides free energy audits, design, construction management, construction services, and full funding to buildings in the City’s Civic Center historic district. • Energy Benchmarking Program: San Francisco requires owners of non-residential buildings over 10,000 square feet to annually benchmark and disclose the energy EE in California’s Public Power Sector: 17th Edition — 2023 A-228 performance of their buildings. In FY 2022, Power Enterprise released its tenth annual report benchmarking the energy performance of San Francisco’s municipal buildings. • Upgrade for Savings: Hetch Hetchy Power offers customized cash incentives and technical support to help customers make significant upgrades to energy-efficient equipment, systems, and operational practices. • Blueprint for Savings: This new construction EE program offers design assistance and cash payments to building owners and design teams planning to build highly energy efficient buildings 50,000 square feet or larger. Residential Programs Hetch Hetchy Power primarily serves municipal loads. Hetch Hetchy Power provides distribution service to the former military installations at Treasure Island and Hunters Point, both of which are in the process of being redeveloped to residential/commercial uses. Additional EE activities for this new residential use are limited as these new units are being built to the latest code and EE standards. New programs are under development to serve these customers. Complementary Programs Hetch Hetchy Power offers several related programs, among them: • Renewable Energy Programs: o Municipal Renewable Program: Under this program, Hetch Hetchy Power directly installs, maintains, and operates solar PV systems on municipal buildings throughout the City and County of San Francisco; and o GoSolarSF: This program provides incentive payments to San Francisco residents and businesses installing rooftop solar projects. The program includes a component for low-income residents, which complements a statewide program administered by Grid Alternatives, a nonprofit organization. EM&V Studies Historically, most of the EE retrofit projects funded by Hetch Hetchy Power have included an individual M&V study following the International Performance Measurement and Verification Protocol. These projects have included an M&V plan with a sampling plan, a logging plan, an approach to data recovery and analysis, and a written report. Major Differences or Diversions from California POU TRM for Energy Savings Hetch Hetchy Power's mostly direct-install EE portfolio allows it to report energy savings based on site-specific engineering studies with detailed ex ante savings estimates. These studies base savings on on-site collected data for hours of operation, nameplate data for replaced equipment, and detailed site-specific costs. As such, Hetch Hetchy Power assumes an "existing EE in California’s Public Power Sector: 17th Edition — 2023 A-229 conditions" baseline for energy savings calculations, and accordingly, Hetch Hetchy Power does not separately claim savings from code advocacy. EE in California’s Public Power Sector: 17th Edition — 2023 A-230 TABLE 1. SFPUC EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) HVAC - Cooling 288 2,522,000 25,220,000 144 1,261,000 12,610,000 4,267 $155,966 7.56 0.67 0.015 Lighting - Indoor 23 152,662 2,289,930 23 152,662 2,289,930 783 $717,004 0.30 0.30 0.418 Miscellaneous 1,076 6,289,350 132,076,350 678 3,962,291 83,208,101 26,880 $1,221,924 6.03 6.03 0.023 EE Subtotal 1,387 8,964,012 159,586,280 845 5,375,953 98,108,031 31,930 $2,094,894 4.18 2.36 0.032 EE and Low Income Subtotal 1,387 8,964,012 159,586,280 845 5,375,953 98,108,031 31,930 $2,094,894 4.18 2.36 0.032 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 1,387 8,964,012 159,586,280 845 5,375,953 98,108,031 31,930 $2,094,894 4.18 2.36 0.032 EE in California’s Public Power Sector: 17th Edition — 2023 A-231 TABLE 2. SFPUC EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 1,387 8,964,012 159,586,280 845 5,375,953 98,108,031 31,930 $2,094,894 4.18 2.36 0.032 EE Subtotal 1,387 8,964,012 159,586,280 845 5,375,953 98,108,031 31,930 $2,094,894 4.18 2.36 0.032 EE and Low Income Subtotal 1,387 8,964,012 159,586,280 845 5,375,953 98,108,031 31,930 $2,094,894 4.18 2.36 0.032 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 1,387 8,964,012 159,586,280 845 5,375,953 98,108,031 31,930 $2,094,894 4.18 2.36 0.032 EE in California’s Public Power Sector: 17th Edition — 2023 A-232 TABLE 3. SFPUC EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 1,076 6,289,350 132,076,350 678 3,962,291 83,208,101 26,880 $1,221,924 6.03 6.03 0.023 Other Commercial 311 2,674,662 27,509,930 167 1,413,662 14,899,930 5,050 $872,970 1.60 0.56 0.072 EE Subtotal 1,387 8,964,012 159,586,280 845 5,375,953 98,108,031 31,930 $2,094,894 4.18 2.36 0.032 EE and Low Income Subtotal 1,387 8,964,012 159,586,280 845 5,375,953 98,108,031 31,930 $2,094,894 4.18 2.36 0.032 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 1,387 8,964,012 159,586,280 845 5,375,953 98,108,031 31,930 $2,094,894 4.18 2.36 0.032 EE in California’s Public Power Sector: 17th Edition — 2023 A-233 CITY OF SHASTA LAKE City of Shasta Lake at a Glance • Climate Zone: 11 • Customers: 4,608 • Total annual retail sales: 214,652 MWh • Annual Retail Revenue: $25,638,225 • Annual EE expenditures for reporting year: $244,286 • Gross annual savings from reporting year portfolio: 295 MWh City of Shasta Lake Overview The City of Shasta Lake (CSL) is located in Shasta County north of Redding. CSL invests its PBC funds to promote positive community impacts by promoting electricity-saving measures. CSL utilizes a comprehensive set of traditional rebate programs available to all customers under retrofit projects. Major Program and Portfolio Changes Reportable savings tend to fluctuate dramatically from year to year. In the last five years, CSL has achieved 113% of net kWh savings targets. Residential, 49 Commercial, 246 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-234 Program and Portfolio Highlights The Commercial Lighting DI Program provided 37% of the gross annual savings in FY 2022. The program provides lighting fixtures to commercial customers at no cost if the customer agrees to pay for the installation of the fixtures. Commercial, Industrial & Agricultural Programs CSL manages a comprehensive EE incentive program for commercial customers focusing on EE and peak load reduction. Rebates are available for upgraded lighting, HVAC, appliances, refrigeration equipment, electronics, and in cases where an analysis is performed rebates can be offered for additional equipment that reduces energy use and/or demand. On-site energy audits are provided by CSL energy specialists. EE measures are recommended, and additional visits are completed upon request. • C&I Lighting Program: CSL offers rebates to business owners who invest in the installation of EE lighting upgrades. There is a prevalence of inefficient lighting throughout the city and most high bay lighting uses high intensity discharge fixtures instead of more efficient fluorescent or LED fixtures. • Commercial HVAC: The City offers rebates to commercial customers for energy efficient HVAC upgrades. • Commercial Refrigeration: Rebates are available to improve the efficiency of commercial refrigeration systems. • Commercial Appliances: Rebates are available for energy efficient cooking equipment such as ovens, dishwashers, fryers, griddles, etc. • Commercial Electronics: The City offers rebates for uninterrupted power supplies, plug- load occupancy sensors and smart power strips. • Commercial/Industrial Custom Program: CSL offers rebates to business owners based on site-specific consumption. Rebates are tailored to the individual business owner’s needs based on the audit and the potential energy savings associated with the customer project. Residential Programs CSL manages a comprehensive EE incentive program for residential customers. Rebates are offered for the installation of various EE measures, such as lighting, HVAC, appliances, and weatherization. On-site energy audits are provided by CSL energy specialists. EE measures are recommended, and additional visits are completed upon request. • Residential Lighting Program: CSL offers rebates to homeowners who install ENERGY STAR® qualified LED lamps/bulbs, ceiling fans and LED holiday lights. • Residential HVAC Program: CSL offers rebates to homeowners who install high performance heat pumps, central air-conditioners, room air-conditioners, or whole EE in California’s Public Power Sector: 17th Edition — 2023 A-235 house fans that exceed current state requirements. CSL also offers a rebate for duct sealing when not required by code. • Residential Equipment Program: CSL offers rebates to homeowners who purchase new ENERGY STAR® qualified products, including clothes washers, room air conditioners, dishwashers, pool pumps, and refrigerators. • Residential Weatherization Program: CSL offers rebates to homeowners who invest in weatherizing their homes, including attic and wall insulation, window treatments/replacement, air/duct sealing and radiant barriers. • Residential Water Heater Rebate Program: CSL offers rebates to homeowners who purchase a new, energy efficient electric water heater. Complementary Programs • Low-Income Programs: Lifeline monthly rate discount program and one-time bill assistance known as SHARE. • Renewable Energy Programs: Focus on customized solar projects that benefit the CSL. • Research, Development, and Demonstration: Focuses on LED lighting in various applications, community solar charging station(s) and latest HVAC applications in City owned facilities. • EV: Support of local business in conversion of combustion engine vehicles to electric vehicles. EM&V Studies EM&V reports for CSL are posted on the CMUA website.58 Major Differences or Diversions from CA POU TRM for Energy Savings CSL has relied heavily on the savings listed in the Technical Resource Manual. Non-residential lighting, custom projects and non-deemed measures utilize custom savings calculations. 58 Ibid. EE in California’s Public Power Sector: 17th Edition — 2023 A-236 TABLE 1. CSL EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Appliance & Plug Loads 1 12,694 103,084 1 10,542 79,378 26 $27,198 0.29 0.29 0.456 Building Envelope 286 15,000 313,494 81 4,931 103,136 106 $31,050 0.96 0.88 0.465 HVAC - Cooling 3 7,310 117,986 2 5,778 92,911 38 $36,049 0.68 0.67 0.555 HVAC - Heat Pump 1 718 11,493 1 431 6,896 3 $3,876 0.44 0.42 0.801 Lighting - Indoor 38 176,693 2,179,701 32 150,113 1,838,651 592 $104,393 1.66 1.58 0.077 Lighting - Outdoor 1 62,039 805,279 0 49,586 643,950 280 $36,398 1.76 1.72 0.077 Service & Domestic Hot Water 5 20,785 228,631 4 19,688 216,564 70 $5,322 3.65 3.66 0.033 EE Subtotal 335 295,239 3,759,668 121 241,068 2,981,486 1,115 $244,286 1.31 1.27 0.112 EE and Low Income Subtotal 335 295,239 3,759,668 121 241,068 2,981,486 1,115 $244,286 1.31 1.27 0.112 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 335 295,239 3,759,668 121 241,068 2,981,486 1,115 $244,286 1.31 1.27 0.112 EE in California’s Public Power Sector: 17th Edition — 2023 A-237 TABLE 2. CSL EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 39 246,010 3,017,450 33 207,144 2,521,225 884 $148,917 1.62 1.56 0.080 Residential 295 49,229 742,218 88 33,924 460,260 231 $95,369 0.84 0.81 0.290 EE Subtotal 335 295,239 3,759,668 121 241,068 2,981,486 1,115 $244,286 1.31 1.27 0.112 EE and Low Income Subtotal 335 295,239 3,759,668 121 241,068 2,981,486 1,115 $244,286 1.31 1.27 0.112 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 335 295,239 3,759,668 121 241,068 2,981,486 1,115 $244,286 1.31 1.27 0.112 EE in California’s Public Power Sector: 17th Edition — 2023 A-238 TABLE 3. CSL EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 39 238,134 2,972,802 32 199,407 2,476,369 870 $139,837 1.70 1.63 0.077 Residential 19 50,023 666,626 10 37,510 435,675 223 $80,910 0.92 0.95 0.256 Residential - Single-Family 276 7,083 120,240 79 4,152 69,441 22 $23,539 0.41 0.32 0.497 EE Subtotal 335 295,239 3,759,668 121 241,068 2,981,486 1,115 $244,286 1.31 1.27 0.112 EE and Low Income Subtotal 335 295,239 3,759,668 121 241,068 2,981,486 1,115 $244,286 1.31 1.27 0.112 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 335 295,239 3,759,668 121 241,068 2,981,486 1,115 $244,286 1.31 1.27 0.112 EE in California’s Public Power Sector: 17th Edition — 2023 A-239 SILICON VALLEY POWER Silicon Valley Power at a Glance • Climate Zone: 4 • Customers: 57,557 • Total annual retail sales: 4,028,518 MWh • Annual Retail Revenue: $487,946,907 • Annual EE expenditures for reporting year: $4,702,062 • Gross annual savings from reporting year portfolio: 23,134 MWh Silicon Valley Power Overview Silicon Valley Power (SVP) is unique in its mix of customers. While 85% of the customers are residential, 94% of the utility retail sales are to commercial, industrial, and municipal customers. Over 75% of our electric load is attributable to our largest “Key” Customers and more than half comes from data centers. Historically, it is those customers, including the large data centers, who implement a few large projects each year that make up most of our annual energy savings. Combined with this unique customer mix and our mild climate, very little energy savings comes from the residential sector, as we do not have a high residential air conditioning load which often makes up a large percentage of energy portfolio savings in other climate zones. Residential, 12 Commercial, 23,122 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-240 Major Program and Portfolio Changes In FY 2022, SVP made the following changes to its program portfolio: • Ended the ENERGY STAR® Ceiling Fan Rebate - The program ended due to lack of savings that can now be claimed through this measure, as it was primarily lighting savings through the fan’s lighting kit. • End the Attic Insulation rebate. As building codes have become more stringent, the requirements for high levels of attic insulation when doing a remodel project are now required. Energy savings cannot be claimed when energy code requirements are triggered by a project and the savings for a stand-alone attic insulation project have dropped significantly where the amount of savings no longer justifies paying an incentive. • End the ENERGY STAR® Room Air Cleaner mail in rebate. This program was replaced by an instant rebate through the online SVP Marketplace where customers can purchase energy efficient products. The marketplace includes instant rebates on equipment such as ENERGY STAR® room air cleaners and electric yard care equipment. Manufacturer rebates are also provided for a variety of products including smart thermostats and various types of LED light bulbs. The Marketplace launched in April 2022, simplifying the process for the customers, and reducing the staff time involved in validating qualifying products on rebate applications. • Add a Commercial Prescriptive Variable Frequency Drive (VFD) Air Compressor Rebate. Adding VFD to air compressors have historically been rebated through our Customer Directed Rebate program. The Investor Owned Utilities have developed a prescriptive incentive of $75 per horsepower (HP) for VFDs on compressors between 5 HP and 24 HP. Compressors larger than 24 HP are required to have a VFD by code and are not eligible. We recommend adding a prescriptive rebate that matches the $75 per HP offered by the IOUs. • Add a Building Optimization Pilot Program. The existing Building Controls program does not incentivize customers to optimize their existing controls strategies unless equipment is being added or upgraded with the controls system. This pilot program allows SVP to offer a performance-based incentive to customers to optimize their building controls strategies and recover up to 100% of the cost of external labor for implementing the new strategies. The performance incentive would be $0.03 per kWh per year and the customer would receive three payments over two years, with the first payment made upon project completion and the following two payments made annually. This is in line with the other EE performance incentive programs offered by SVP, but the duration is shorter, as the persistency of savings from optimizing controls strategies tends to be two years. The program will be run as a pilot program for two years and if successful, may be rolled into our standard program offering. EE in California’s Public Power Sector: 17th Edition — 2023 A-241 • Reduce the amount of the prescriptive rebate for certain commercial food service equipment to align with lower equipment costs and lower energy claimable energy savings. The reduction in claimable energy savings varies from 9% to 76%, with most measures having a reduction in claimable energy savings of 60% or more. The reduction in the price differential ranges from 47% to 95%. A combination of these two factors results in the need for lower EE rebates. Program and Portfolio Highlights In FY 2022, SVP customers completed a total of 19 custom incentive projects under the Customer Directed Rebate and Date Center Rebate programs. These projects contributed almost 20 million kWh in gross energy savings to the program's overall goal. The Customer Directed Rebate and Data Center Rebate programs were developed years ago in recognition of the unique customer base served by SVP. The programs provide unique opportunities for energy-efficiency projects that may not otherwise fit into the utility's standard rebate and customer assistance offerings. Any EE project that decreases energy consumption at a facility in Santa Clara not already covered under one of our other rebate programs may qualify. Customers must provide a measurement and verification plan that is approved by SVP before work can begin. Pre- and post-inspection and validation of energy consumption is required. Under the data center program, performance payments are made annually to ensure savings are achieved, as data centers do not always build out as planned and occupancy can vary. The performance incentive component has been well-received by SVP's customers, as the rebate is paid to the facility's operating budget annually after the initial capital project is closed. This was a benefit to the customer that utility staff did not anticipate and has been carried into other program design. SVP launched its EE Grant for Small Businesses in FY 2021 to help small businesses impacted by the pandemic. This program carried over into the first half of FY 2022. Between the Nonprofit EE Grant Program and the Small Business EE Grant Program, 41 grant projects were completed with savings of almost 383,000 kWh annually. These projects will help small businesses and nonprofit organizations lower their ongoing operating costs. The grant programs were also effective in helping to keep contractors working during the pandemic when customers were less willing to invest in their facilities due to the uncertainly of the future of their business, thereby ensuring the utility has the contractor workforce to support our EE programs as things began to return toward normal. Commercial, Industrial & Agricultural Programs • Emerging Technologies Grant: The program provides grants to encourage businesses to develop new energy-related technologies. The incentive is paid in two installments. The first payment of 50% of the incentive will be paid upon completion of the project and the second payment of 50% will be paid upon verification of energy savings. This is EE in California’s Public Power Sector: 17th Edition — 2023 A-242 intended to encourage customers to implement innovative EE projects and minimize some of the risks involved if the savings do not materialize as expected, which has been one of the barriers to program adoption. SVP is actively researching emerging technologies and reaching out to customers to inform them about the program and appropriate emerging technologies for their business. • Commercial New Construction Rebate: This program provides a rebate to customers who exceed Title 24 by 10% for the measure being incentivized, in line with our other prescriptive rebates for retrofit projects. A Design Team Incentive matching the Investor Owned Utilities’ program is provided as follows: at 10% savings, the incentive rate is $0.033 per kWh. The incentive rate increases as the savings increase, up to 30% savings and $0.10 per kWh. The incentive rate remains at $0.10 per kWh until the project savings exceed 40%. At 40% and above, the incentive rate is $0.13 per kWh. The Design Team Incentive, capped at $50,000, also includes an incentive of $33 per peak kW reduction. • Business Energy Audits: Provides free EE audits to business customers. Energy & Resource Solutions administers this and other business PBC programs. • Business Rebates: Encourages businesses to install energy efficient lighting, air conditioners, motion sensors, programmable thermostats, food service equipment, etc. The programs are occasionally changed to match statewide programs. • Enhanced Ventilation Controls Rebate: This program provides an incentive of $160 per ton for adding enhanced ventilation controls to HVAC rooftop packaged units 15 tons or smaller. • Small Business Efficiency Services Program: This program is targeted at small business customers, and aids in identifying EE projects, selecting and managing contractors, and help with filling out rebate application paperwork. The program also provides a 35% incentive for lighting and HVAC rebates, provided that customers to install the lighting measures within six months of program enrollment and HVAC measures within 12 months of enrollment in order to receive the additional incentive. • Controls Program: This program is available for projects where at least 80% of the savings come from the control strategies. Incentives are paid on a performance basis with six payments made over five years, capped at 65% of total project cost. The first payment is made upon project completion and each additional annual payment will be subject to commissioning of the controls system and validation of persistent energy savings. • Public Facilities’ EE Program: SVP provides technical assistance and financial incentives for the expansion, remodel, and new construction of City of Santa Clara buildings. Included in this program are higher levels of rebates for qualifying equipment and energy management assistance. • Small Business Exterior Lighting Program: This program provides a free snapshot audit of exterior lighting efficiency opportunities. It then provides free LED exterior lights to EE in California’s Public Power Sector: 17th Edition — 2023 A-243 eligible small businesses. The businesses are responsible for the installation cost and can use their own staff, the contractor of their choice, or one of the contractors working with the program provider. • Data Center Efficiency Program: This program targets data centers with information technology server load greater than 350 kW or cooling load greater than 100 tons. The incentive is paid as a performance incentive, where the customer will receive five annual payments based on actual measured energy savings, with the first payment made three months after project completion. • Customer Directed Rebate: This program provides incentives based on actual energy saved for EE measures that do not fall into SVP’s standard business rebate programs. • Commercial Lighting Rebates: Incentives are determined through a lighting rebate calculator based on energy savings exceeding Title 24. This is available online so that customers and contractors can easily enter information about the project, facility, and operating hours to determine the amount of the rebate. • EE Grant Program for NonProfit Organizations: Organizations registered as a 501c3 are eligible for a grant up to $25,000 to fund EE upgrades in their facilities. The grant requires a 20% matching funds contribution through cash, other grant funding, donations, or some other documented means. • EE Grant for Small Businesses impacted by COVID-19 mandates: This program provides a grant of up to $10,000 per eligible small business to improve the EE of its facilities to lower ongoing operating costs. Businesses who were required to shut down due to the County Health Order issued in March 2020 were not required to pay a copay. Businesses who were allowed to remain open paid 10% of the project cost. The program’s intent was to assist businesses by lowering their overall operating costs and to keep contractors working and avoid layoffs so that we had the project support that we need for our EE programs once businesses opened up again. • Commercial Electrification Rebates: SVP offers commercial electrification rebates including a custom rebate for conversion to heat recovery chillers, a custom rebate for heat pump pool heaters, a rebate for heat pump air conditioners, bonus incentives for electrification of food service equipment and a rebate for installation of heat pump water heaters. The heat pump air conditioner rebate program also offers an incentive to help cover the cost of infrastructure improvements needed to accommodate the new equipment. Residential Programs • Residential Pool Pump Rebate: This program provides a $100 rebate to residential customers for installing a new variable speed pool pump with a qualifying controller. • ENERGY STAR® Residential Heat Pump Electric Water Heater Rebate: SVP offers a maximum rebate of $500 per household for the purchase of an ENERGY STAR®-qualified electric heat pump water heater. EE in California’s Public Power Sector: 17th Edition — 2023 A-244 • Residential In-Home Energy Audits, Education, and Hot Line: The program encourages residents to become more energy efficient and reduce their energy bills. Staff members visit homes and provide information and energy saving items. Also, the SVP information booth will continue to be displayed at several City events, providing education on EE and solar electric generation systems to residents. • Residential Electric Dryer Rebate Program: This program provides a rebate of $100 for any ENERGY STAR®-qualified electric clothes dryer having a Combined Energy Factor (CEF) of 4.3-5.4. For Energy Star®-qualified clothes dryers with a CEF of 5.5 or greater, the rebate is $200. • SVP Marketplace: Online marketplace where customers can purchase energy efficient products. The marketplace includes instant rebates on equipment such as ENERGY STAR® room air cleaners and electric yard care equipment. Manufacturer rebates are also provided for a variety of products including smart thermostats and various types of LED light bulbs. Complementary Programs • Residential Pool Pump Rebate: This program provides a $100 rebate to residential customers for installing a new variable speed pool pump with a qualifying controller. • ENERGY STAR® Residential Heat Pump Electric Water Heater Rebate: SVP offers a maximum rebate of $500 per household for the purchase of an ENERGY STAR®-qualified electric heat pump water heater. • Residential In-Home Energy Audits, Education, and Hot Line: The program encourages residents to become more energy efficient and reduce their energy bills. Staff members visit homes and provide information and energy saving items. Also, the SVP information booth will continue to be displayed at several City events, providing education on EE and solar electric generation systems to residents. • Residential Electric Dryer Rebate Program: This program provides a rebate of $100 for any ENERGY STAR® -qualified electric clothes dryer having a Combined Energy Factor (CEF) of 4.3-5.4. For Energy Star®-qualified clothes dryers with a CEF of 5.5 or greater, the rebate is $200. • SVP Marketplace: Online marketplace where customers can purchase energy efficient products. The marketplace includes instant rebates on equipment such as ENERGY STAR® room air cleaners and electric yard care equipment. Manufacturer rebates are also provided for a variety of products including smart thermostats and various types of LED light bulbs. EM&V Studies EE in California’s Public Power Sector: 17th Edition — 2023 A-245 SVP regularly conducts EM&V studies of its rebate programs. The most current study will kick off in February 2023 and will be available in the fall. All past EM&V studies conducted on behalf of SVP can be found on the CMUA website.59 Major Differences or Diversions from California POU TRM for Energy Savings SVP uses the California eTRM for the majority of its energy savings and uses the California POU TRM for measures not included in the eTRM. Where no savings value exists, SVP uses actual savings verified through metering or an approved measurement and verification plan. In the case of lighting projects, SVP uses a lighting calculator that utilizes actual operating hours. A copy of the calculator can be found on the SVP website.60 59 Ibid. 60 See https://www.siliconvalleypower.com/businesses/rebates. EE in California’s Public Power Sector: 17th Edition — 2023 A-246 TABLE 1. SVP EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Appliance & Plug Loads 1 6,230 62,791 1 5,296 53,373 9 $21,716 0.30 0.26 0.536 Food Service 0 3,995 51,935 0 3,396 44,145 8 $21,666 0.21 0.18 0.670 HVAC - Cooling 806 19,831,805 307,382,138 685 16,857,034 261,274,817 49,383 $2,784,982 9.91 2.80 0.015 Lighting - Indoor 558 2,932,862 14,664,310 475 2,492,933 12,464,664 2,329 $1,514,693 0.83 0.60 0.132 Lighting - Outdoor 0 324,770 974,310 0 324,770 974,310 184 $319,493 0.34 0.34 0.342 Process 3 28,391 454,256 3 24,132 386,118 74 $7,109 5.98 0.28 0.026 Service & Domestic Hot Water 0 6,016 66,176 0 3,610 39,706 7 $7,783 0.54 0.44 0.261 EE Subtotal 1,369 23,134,069 323,655,916 1,164 19,711,170 275,237,131 51,995 $4,677,441 6.21 2.33 0.024 EE and Low Income Subtotal 1,369 23,134,069 323,655,916 1,164 19,711,170 275,237,131 51,995 $4,677,441 6.21 2.33 0.024 Appliance & Plug Loads 0 11,901 130,911 0 10,116 111,274 19 $24,621 0.55 0.53 0.294 Electrification Subtotal 0 11,901 130,911 0 10,116 111,274 19 $24,621 0.55 0.53 0.294 C&S, T&D and Electrification Subtotal 0 11,901 130,911 0 10,116 111,274 19 $24,621 0.55 0.53 0.294 Utility Total 1,369 23,145,970 323,786,827 1,164 19,721,286 275,348,406 52,015 $4,702,062 6.18 2.33 0.024 EE in California’s Public Power Sector: 17th Edition — 2023 A-247 TABLE 2. SVP EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 1,368 23,121,823 323,526,949 1,163 19,702,265 275,144,053 51,979 $4,540,204 6.39 2.36 0.023 Residential 1 12,246 128,967 1 8,905 93,078 17 $137,237 0.08 0.07 1.951 EE Subtotal 1,369 23,134,069 323,655,916 1,164 19,711,170 275,237,131 51,995 $4,677,441 6.21 2.33 0.024 EE and Low Income Subtotal 1,369 23,134,069 323,655,916 1,164 19,711,170 275,237,131 51,995 $4,677,441 6.21 2.33 0.024 Residential 0 11,901 130,911 0 10,116 111,274 19 $24,621 0.55 0.53 0.294 Electrification Subtotal 0 11,901 130,911 0 10,116 111,274 19 $24,621 0.55 0.53 0.294 C&S, T&D and Electrification Subtotal 0 11,901 130,911 0 10,116 111,274 19 $24,621 0.55 0.53 0.294 Utility Total 1,369 23,145,970 323,786,827 1,164 19,721,286 275,348,406 52,015 $4,702,062 6.18 2.33 0.024 EE in California’s Public Power Sector: 17th Edition — 2023 A-248 TABLE 3. SVP EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 1,369 23,128,053 323,589,740 1,164 19,707,561 275,197,426 51,988 $4,561,921 6.36 2.35 0.023 Residential 0 6,016 66,176 0 3,610 39,706 7 $115,521 0.04 0.04 3.870 EE Subtotal 1,369 23,134,069 323,655,916 1,164 19,711,170 275,237,131 51,995 $4,677,441 6.21 2.33 0.024 EE and Low Income Subtotal 1,369 23,134,069 323,655,916 1,164 19,711,170 275,237,131 51,995 $4,677,441 6.21 2.33 0.024 Residential 0 11,901 130,911 0 10,116 111,274 19 $24,621 0.55 0.53 0.294 Electrification Subtotal 0 11,901 130,911 0 10,116 111,274 19 $24,621 0.55 0.53 0.294 C&S, T&D and Electrification Subtotal 0 11,901 130,911 0 10,116 111,274 19 $24,621 0.55 0.53 0.294 Utility Total 1,369 23,145,970 323,786,827 1,164 19,721,286 275,348,406 52,015 $4,702,062 6.18 2.33 0.024 EE in California’s Public Power Sector: 17th Edition — 2023 A-249 TRUCKEE DONNER PUBLIC UTILITY DISTRICT Truckee Donner Public Utility District at a Glance • Climate Zone: 16 • Customers: 14,602 • Total annual retail sales: 167,154 MWh • Annual Retail Revenue: $31,136,246 • Annual EE expenditures for reporting year: $2,693,193 • Gross annual savings from reporting year portfolio: 99 MWh Truckee Donner Public Utility District Overview The Truckee Donner Public Utility District (TDPUD) serves electricity and water to the greater Truckee area comprised of approximately 44 square miles in eastern Nevada County and approximately 1.5 square miles in adjacent Placer County. TDPUD is governed by a locally elected Board of Directors consisting of 5 members with staggered four year terms and operates on a calendar year budget. TDPUD is a transmission-dependent utility within NV Energy’s control area and secures electric resources primarily through the Utah Associated Municipal Power System. TDPUD has been successful in transitioning towards renewable energy sources, far exceeding our RPS requirements, keeping rates stable, and investing in accessible, cost-effective, EE programs. Residential, 99 Low Income, 0 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-250 Major Program and Portfolio Changes This year marks the first full program year during which TDPUD programs maintained a heavier focus on beneficial electrification. No significant changes have been made in 2022 following our portfolio revisions in 2021. Some minor changes included: 2021 was the last year we offered rebates on LED holiday lights. Restructured the EV charger rebate to encourage purchase of Energy Star® rated smart chargers. Our local trade ally running the refrigerated recycling program retired mid-year 2021 and no other vendor locally is interested in picking up the work. Therefore, The TDPUD was not able to offer any appliance recycling programming for 2022. TDPUD has piloted a remote energy audit offering for our residential customers in which District staff engage customers via a virtual face-to-face interview and tour of the customer’s home. The platform being used by The District enables direct interaction and data collection. The audits conclude with a detailed audit report and energy conservation and decarbonization recommendations. Program and Portfolio Highlights TDPUD’s Residential Energy Survey has historically been a very popular program with customers. In 2022 the TDPUD piloted an updated version of this program which leverages interactive video conferencing software to facilitate face-to-face interaction and remote data collection. This proved convenient for both the customer and the TDPUD staff executing the energy audit on many levels. In 2023 the TDPUD is looking into how it can expand this pilot into a full program offering for its customers. In addition to the residential energy survey pilot, TDPUD also started offering commercial customers complimentary energy audits on an ad hoc basis (upon request). TDPUD does not currently have the resources to expand this commercial energy survey “mini pilot”. However; it will continue offering this complementary service while exploring how to expand it into a full program. The 2023 program year was the first full year offering for TDPUD’s new electrification focused measure offerings (namely heat pumps for space heating and induction cooktops as TDPUD has offered rebates for EV charging and heat pump water heaters in the past). Traditional programs, such as residential appliances and water efficient toilets, continued to perform well – though TDPUD anticipates some changes to these traditional offerings following a technology saturation and electrification potential study which is currently underway. Last year it was noted that TDPUD’s ability to offer programing was restricted during the COVID-19 pandemic due to safety concerns. Furthermore, uncertainties in the tourism sector (driven by COVID and wildfires) limited the engagement of our commercial customers. In 2022 TDPUD saw some EE in California’s Public Power Sector: 17th Edition — 2023 A-251 ‘recovery’ on those fronts with several ad hoc commercial energy audit requests and the completion of a large custom commercial project which had stalled during the COVID pandemic. Commercial, Industrial & Agricultural Programs • Commercial Custom Rebate (Non-Res Process): Provides incentives to commercial electric customers for replacing inefficient plant equipment with high efficiency equipment. Customers receive a rebate proportional to the projected first year energy savings. • Commercial Energy Survey: TDPUD provides ad hoc energy surveys to commercial customers upon request, and subject to staff resources. These energy surveys provide customers with analysis of their energy use patterns and an on-site review of their facilities and equipment. The complimentary survey delivers a set of no-capitol, low- capital, and high-capitol recommendations for business owners to follow up on. Residential Programs • Residential Appliance Rebate (Appliance): Provides increasing incentives to customers to purchase more energy efficient appliances (clothes washers, dishwashers, and refrigerators) as identified by Energy Star® and the Consortium for EE (CEE). Rebates range from $75 to $125. Induction cook-tops and Energy Star® air purifiers were added to these offerings in 2022 with reasonable uptake. • Heat Pump Water Heater (Res Electric Water Heater): Provides a $750 rebate for electric water heaters with a UEF > 2.85, and $1,000 for gas to electric conversions. • Residential Building Efficiency Rebates (Res Shell): Provides an incentive of up to $75 each for building envelope and/or duct air leakage tests and up to $250 (50% of project cost) each for building envelope or duct leakage mitigation. • Thermally Efficient Windows Rebate (Res Shell): Provides an incentive of $5 per square foot of window to replace qualifying single-pane windows. The primary heating source must be a permanent electric space heating system. • Water-Efficient Toilet Rebate (Non-Res Process): Encourages customers to replace high- water use toilets with low water use toilets (1.28 and 1.6 GPF) by providing increasing incentives for more efficient toilets. Rebates range from $25 to $100. • EV Charger Rebates: In 2021 TDPUD added an EV charger rebate for our residential customers. This rebate paid $500 for any new EV charger installed at a customer's home with proof of an EV registered at the address. • Heat Pumps (Space Heating): Heat pumps replace existing gas furnaces or older, inefficient heat pumps as the main source of heat for the customer. Rebates are tiered based on the efficiency of the unit(s) being installed and scale with the size of the system (in Tons). Rebates span from $250 per Ton for an 8.5 heating seasonal EE in California’s Public Power Sector: 17th Edition — 2023 A-252 performance factor (HSPF) system replacing a pre-existing heat pump to $800 per Ton for a 10 HSPF unit replacing a gas furnace. Complementary Programs • Residential Energy Survey: RES (Res comprehensive): Provides free residential energy surveys and free energy and water-saving measures energy efficient LED bulbs, low-flow shower heads, faucet aerators, weather stripping, and pipe insulation at the time of survey. Customers are also informed about TDPUD conservation programs and good EE habits that they may benefit from and provided with associated literature. • Commercial Energy Survey: The District provides ad hoc energy surveys to commercial customers upon request, and is subject to staff resources. These energy surveys provide customers with analysis of their energy use patterns and an on-site review of their facilities and equipment. The complimentary survey delivers a set of no-capitol, low- capital, and high-capitol recommendations for business owners to follow up on. • Payment Assistance Program Income-Qualified (Res Comprehensive): Provides an annual bill credit and a free residential energy survey to income qualified customers. Customers are qualified by an intermediary agency and are eligible for a one-time credit equal to two-times their highest energy charge in the past 12-months upon completion of the required Residential Energy Survey (RES). The requirement of the RES was suspended during the COVID-19 crisis and all participants will be offered the RES when re-instated. • Patricia S. Sutton Conservation Garden (Not Evaluated): Promotes water-efficient landscaping by demonstrating, at the TDPUD’s headquarters, native and drought tolerant plants, hardscaping/mulching techniques, and efficient irrigation. Plant lists, design, and materials used in the project are all available via a web-based resource.61 • School Conservation Education (Res Comprehensive): Promotes energy and water conservation through an innovative series of programs designed to both educate students and deliver, for free, energy and water savings measures. • Renewable Energy Generation: The District helps buy down the cost of additional renewable generation components within its energy portfolio. This increases our renewables within our RPS while maintaining low rates for our customers. EM&V Studies EM&V is currently underway for the 2022 and (concurrent) for the 2023 program years. Results will be made public via TDPUD’s website upon completion for each program year. Major Differences or Diversions from California POU TRM for Energy Savings Energy savings were predominantly derived from the CA eTRM and in some cases were obtained from the CMUA TRM or from the Pacific Northwest Regional Technical Forum (RTF). 61 See www.tdpud.org. EE in California’s Public Power Sector: 17th Edition — 2023 A-253 One notable exception is found in the embedded energy value applied to our water-energy nexus measures. The embedded energy content for water-energy nexus measures was derived by our EM&V consultant in 2014 using actual water pumping data provided by the TDPUD. EE in California’s Public Power Sector: 17th Edition — 2023 A-254 TABLE 1. TDPUD EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 1 1,145 24,041 0 321 6,731 5 $509,359 0.00 0.00 116.899 Appliance & Plug Loads 1 7,221 92,320 0 3,768 48,338 24 $230,569 0.03 0.05 6.516 Lighting - Indoor 9 77,039 1,232,624 6 50,075 801,206 285 $259,450 0.36 0.33 0.462 Process 1 13,360 50,180 1 9,388 36,762 10 $653,459 0.04 0.10 30.017 EE Subtotal 13 98,765 1,399,164 8 63,552 893,038 325 $1,652,838 0.08 0.12 2.651 All 0 142 854 0 142 854 0 $720,592 0.00 0.00 1,103.917 Low-Income Subtotal 0 142 854 0 142 854 0 $720,592 0.00 0.00 1,103.917 EE and Low Income Subtotal 13 98,907 1,400,018 8 63,695 893,891 326 $2,373,429 0.05 0.11 3.803 Appliance & Plug Loads 0 262 3,142 0 144 1,728 1 $2,706 0.10 0.15 2.109 HVAC - Heating 0 119,584 1,809,636 0 77,729 1,176,263 513 $317,057 0.52 0.59 0.381 Electrification Subtotal 0 119,846 1,812,777 0 77,873 1,177,991 514 $319,763 0.52 0.58 0.384 C&S, T&D and Electrification Subtotal 0 119,846 1,812,777 0 77,873 1,177,991 514 $319,763 0.52 0.58 0.384 Utility Total 13 218,753 3,212,795 8 141,568 2,071,882 840 $2,693,193 0.11 0.20 1.848 EE in California’s Public Power Sector: 17th Edition — 2023 A-255 TABLE 2. TDPUD EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Residential 13 98,765 1,399,164 8 63,552 893,038 325 $1,652,838 0.08 0.12 2.651 EE Subtotal 13 98,765 1,399,164 8 63,552 893,038 325 $1,652,838 0.08 0.12 2.651 Residential 0 142 854 0 142 854 0 $720,592 0.00 0.00 1,103.917 Low-Income Subtotal 0 142 854 0 142 854 0 $720,592 0.00 0.00 1,103.917 EE and Low Income Subtotal 13 98,907 1,400,018 8 63,695 893,891 326 $2,373,429 0.05 0.11 3.803 Residential 0 119,846 1,812,777 0 77,873 1,177,991 514 $319,763 0.52 0.58 0.384 Electrification Subtotal 0 119,846 1,812,777 0 77,873 1,177,991 514 $319,763 0.52 0.58 0.384 C&S, T&D and Electrification Subtotal 0 119,846 1,812,777 0 77,873 1,177,991 514 $319,763 0.52 0.58 0.384 Utility Total 13 218,753 3,212,795 8 141,568 2,071,882 840 $2,693,193 0.11 0.20 1.848 EE in California’s Public Power Sector: 17th Edition — 2023 A-256 TABLE 3. TDPUD EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 13 98,765 1,399,164 8 63,552 893,038 325 $1,600,167 0.08 0.12 2.566 Residential 0 0 0 0 0 0 0 $52,671 0.000 EE Subtotal 13 98,765 1,399,164 8 63,552 893,038 325 $1,652,838 0.08 0.12 2.651 All 0 142 854 0 142 854 0 $702,332 0.00 0.00 1,075.944 Residential 0 0 0 0 0 0 0 $18,259 0.000 Low-Income Subtotal 0 142 854 0 142 854 0 $720,592 0.00 0.00 1,103.917 EE and Low Income Subtotal 13 98,907 1,400,018 8 63,695 893,891 326 $2,373,429 0.05 0.11 3.803 All 0 119,846 1,812,777 0 77,873 1,177,991 514 $319,763 0.52 0.58 0.384 Electrification Subtotal 0 119,846 1,812,777 0 77,873 1,177,991 514 $319,763 0.52 0.58 0.384 C&S, T&D and Electrification Subtotal 0 119,846 1,812,777 0 77,873 1,177,991 514 $319,763 0.52 0.58 0.384 Utility Total 13 218,753 3,212,795 8 141,568 2,071,882 840 $2,693,193 0.11 0.20 1.848 EE in California’s Public Power Sector: 17th Edition — 2023 A-257 TURLOCK IRRIGATION DISTRICT Turlock Irrigation District at a Glance • Climate Zone: 12 • Customers: 94,399 • Total annual retail sales: 2,252,542 MWh • Annual Retail Revenue: $313,566,231 • Annual EE expenditures for reporting year: $1,986,851 • Gross annual savings from reporting year portfolio: 5,443 MWh Turlock Irrigation District Overview Turlock Irrigation District (TID) continues to help customers achieve energy savings through the implementation and promotion of a variety of EE programs for all rate classes. Many programs provide rebate opportunities to encourage customers to conserve energy. A significant portion of the EE measures adopted by our customers were implemented within C&I segments. The majority of our savings are derived from LED lighting. However, TID provides a variety of options for businesses that are looking to make changes in their existing systems by making upgrades or retrofitting their existing facility. Rebates are available that address areas such as lighting, compressed air systems, refrigeration systems, motors, gaskets, chillers, and many other systems components. Residential, 650 Commercial, 946 Industrial, 3,024 Agricultural, 330 Other, 70 Low Income, 424 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-258 Major Program and Portfolio Changes TID launched the Multi-Family DI program. TID hired a weatherization contractor to focus on our low income multi-family complexes. We offered no-cost weatherization measures to 268 households. TID also rolled out our “Powering Our Communities” grant, giving local non-profits the opportunity to apply for funding to help lower the cost for their EE projects. Program and Portfolio Highlights TID’s Custom rebate accounted for 64% of the total program savings in 2022. This was driven by lighting projects completed by our large industrial customers. Commercial, Industrial & Agricultural Programs • Commercial LED rebate programs: TID offers our non-residential customers a lighting rebate that is paid based on kWh savings. • Dairy Fan VFD rebate program: TID offers our dairy customers a rebate for installing VFDs on cooling fans in their freestall and milk barns. • TID’s multi-year project to retrofit over 5,000 dusk to dawn lights to LED has saved over 3.2 million kWh over the last 3 years. Residential Programs TID offers many rebates for Heating & Cooling, Appliances and General Improvements. During 2022, TID developed a point-of-sale discount for customers purchasing Energy Star® LED holiday lights. We collaborated with our local hardware store to offer a direct discount at the register to encourage the sale of Energy Star® LED holiday lights. We found this program to be successful. Complementary Programs ASSISTANCE PROGRAMS: • TID CARES Program: An energy assistance program for qualified customers to receive a discount on their monthly energy bills. The CARES program reduces the monthly customer charge of $17 to $6, a savings of $11, and provides a 15% discount on the first 800 kWh energy charges. • Medical Rate Assistance: The District provides a 50% discount on the first 500-kWh energy charges for customers who use additional energy due to life-support equipment or a medical condition. • Weatherization: TID has contracted with organizations within our community to provide weatherization services for families who meet the income qualification guidelines. The EE in California’s Public Power Sector: 17th Edition — 2023 A-259 program enables families to reduce their energy bills by making their homes more energy efficient. Evaluation, Measurement & Verification Studies Our 2022 EM&V is available on the CMUA website.62 Major Differences or Diversions from CA POU TRM for Energy Savings TID calculates all non-residential LED lighting savings. We establish baseline and determine actual savings for new LED lighting installed. We are capturing actual savings and verifying quantities per project. 62 See https://www.cmua.org/emv-reports. EE in California’s Public Power Sector: 17th Edition — 2023 A-260 TABLE 1. TID EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Appliance & Plug Loads 12 140,374 1,398,690 8 82,550 795,938 272 $53,574 1.74 1.22 0.090 Building Envelope 8 19,489 378,449 2 5,457 105,966 70 $6,837 3.99 2.88 0.098 Commercial Refrigeration 4 200,997 3,215,947 4 198,645 3,178,315 1,058 $40,558 7.16 0.90 0.018 HVAC - Cooling 91 471,357 7,679,658 76 383,534 6,249,965 2,246 $240,198 5.08 1.31 0.060 Lighting - Indoor 478 2,890,955 46,174,810 469 2,849,592 45,521,106 15,164 $509,222 8.53 0.73 0.016 Lighting - Outdoor 0 912,281 14,596,496 0 912,281 14,596,496 6,406 $453,685 3.23 4.51 0.044 Process 0 323,652 5,178,435 0 323,652 5,178,435 1,710 $64,763 7.41 1.61 0.018 Service & Domestic Hot Water 7 25,566 281,225 4 15,340 168,735 55 $11,575 1.31 1.52 0.091 Water Pumping / Irrigation 16 9,799 156,782 16 9,799 156,782 51 $1,499 10.80 0.47 0.014 Whole Building 27 24,937 523,669 23 21,196 445,118 218 $13,441 4.38 4.38 0.047 EE Subtotal 642 5,019,406 79,584,160 602 4,802,046 76,396,856 27,250 $1,395,351 5.74 1.01 0.026 All 5 12,466 149,587 1 3,490 41,884 17 $17,350 0.51 0.70 0.558 Appliance & Plug Loads 1 9,093 136,397 0 6,365 95,478 32 $22,490 0.50 0.50 0.331 Building Envelope 82 172,500 1,701,520 23 48,300 476,425 190 $157,236 0.65 0.40 0.436 HVAC - Cooling 115 112,652 987,182 34 42,100 345,418 136 $79,219 0.95 1.21 0.300 Lighting - Indoor 108 113,062 1,702,085 58 55,494 857,976 305 $97,491 0.87 0.93 0.161 Lighting - Outdoor 3 1,734 27,742 1 936 14,981 5 $3,423 0.43 0.48 0.326 Miscellaneous 0 1,836 11,015 0 514 3,084 1 $759 0.38 0.38 0.322 Service & Domestic Hot Water 0 224 2,459 0 134 1,475 0 $656 0.20 0.43 0.591 Low-Income Subtotal 314 423,566 4,717,987 119 157,334 1,836,721 687 $378,623 0.75 0.63 0.282 EE and Low Income Subtotal 956 5,442,972 84,302,147 721 4,959,380 78,233,577 27,937 $1,773,974 4.68 0.99 0.032 Appliance & Plug Loads 0 2,671 35,913 0 2,206 29,365 14 $25,455 0.16 0.25 1.193 HVAC - Cooling 0 4,534 28,762 0 3,627 23,009 12 $29,794 0.20 0.16 1.706 HVAC - Heat Pump 1 2,329 25,619 1 1,863 20,495 11 $124,236 0.04 0.02 8.064 Service & Domestic Hot Water 0 3,200 35,200 0 1,920 21,120 9 $33,392 0.07 0.08 2.103 Electrification Subtotal 1 12,734 125,494 1 9,616 93,989 47 $212,877 0.08 0.05 3.037 C&S, T&D and Electrification Subtotal 1 12,734 125,494 1 9,616 93,989 47 $212,877 0.08 0.05 3.037 Utility Total 957 5,455,705 84,427,640 722 4,968,996 78,327,567 27,983 $1,986,851 4.18 0.95 0.036 EE in California’s Public Power Sector: 17th Edition — 2023 A-261 TABLE 2. TID EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Agricultural 68 329,686 5,274,974 68 329,686 5,274,974 2,298 $54,427 9.79 3.75 0.015 Commercial 74 945,611 15,121,501 74 945,197 15,119,017 6,065 $458,931 3.29 4.93 0.043 Industrial 389 3,024,070 48,385,114 379 3,001,282 48,020,518 15,837 $542,022 8.50 1.77 0.016 Other 10 69,745 1,115,922 10 69,745 1,115,922 327 $11,086 8.40 0.02 0.014 Residential 101 650,294 9,686,649 70 456,136 6,866,425 2,723 $328,885 3.84 2.99 0.073 EE Subtotal 642 5,019,406 79,584,160 602 4,802,046 76,396,856 27,250 $1,395,351 5.74 1.01 0.026 Residential 314 423,566 4,717,987 119 157,334 1,836,721 687 $378,623 0.75 0.63 0.282 Low-Income Subtotal 314 423,566 4,717,987 119 157,334 1,836,721 687 $378,623 0.75 0.63 0.282 EE and Low Income Subtotal 956 5,442,972 84,302,147 721 4,959,380 78,233,577 27,937 $1,773,974 4.68 0.99 0.032 Residential 1 12,734 125,494 1 9,616 93,989 47 $212,877 0.08 0.05 3.037 Electrification Subtotal 1 12,734 125,494 1 9,616 93,989 47 $212,877 0.08 0.05 3.037 C&S, T&D and Electrification Subtotal 1 12,734 125,494 1 9,616 93,989 47 $212,877 0.08 0.05 3.037 Utility Total 957 5,455,705 84,427,640 722 4,968,996 78,327,567 27,983 $1,986,851 4.18 0.95 0.036 EE in California’s Public Power Sector: 17th Edition — 2023 A-262 TABLE 3. TID EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 21 47,000 275,260 13 32,618 190,992 63 $28,112 0.76 0.71 0.193 Education - Primary School 10 69,745 1,115,922 10 69,745 1,115,922 327 $11,086 8.40 0.02 0.014 Office - Small 8 18,072 289,152 8 18,072 289,152 93 $3,087 8.86 2.50 0.015 Other Agricultural 68 653,338 10,453,409 68 653,338 10,453,409 4,007 $119,190 8.50 2.30 0.016 Other Commercial 74 319,217 5,099,197 74 318,803 5,096,713 1,666 $53,791 9.30 2.78 0.015 Other Industrial 180 1,018,558 16,296,935 171 998,123 15,969,971 5,551 $191,185 8.54 1.35 0.017 Residential 43 1,112,583 17,835,449 29 971,873 15,584,883 6,620 $658,994 3.22 4.63 0.062 Residential - Single-Family 37 117,105 1,598,244 29 78,038 1,112,854 439 $46,919 2.84 2.19 0.060 Retail - Large 4 22,684 362,944 4 22,684 362,944 113 $3,832 9.24 1.46 0.015 Retail - Small 4 230,599 3,689,579 4 228,247 3,651,947 1,266 $45,607 7.40 1.00 0.018 Warehouse - Refrigerated 193 1,410,504 22,568,069 193 1,410,504 22,568,069 7,104 $233,549 8.97 2.94 0.015 EE Subtotal 642 5,019,406 79,584,160 602 4,802,046 76,396,856 27,250 $1,395,351 5.74 1.01 0.026 Residential 116 155,702 2,175,805 63 80,845 1,109,965 401 $216,302 0.65 0.42 0.274 Residential - Multi-Family 198 264,918 2,512,497 55 74,177 703,499 277 $148,718 0.93 1.28 0.278 Residential - Single-Family 0 2,946 29,685 0 2,312 23,257 9 $13,603 0.40 1.00 0.771 Low-Income Subtotal 314 423,566 4,717,987 119 157,334 1,836,721 687 $378,623 0.75 0.63 0.282 EE and Low Income Subtotal 956 5,442,972 84,302,147 721 4,959,380 78,233,577 27,937 $1,773,974 4.68 0.99 0.032 Residential 0 7,734 63,962 0 5,547 44,129 21 $63,186 0.13 0.13 1.895 Residential - Single-Family 1 5,000 61,532 1 4,069 49,860 25 $149,691 0.06 0.03 4.073 Electrification Subtotal 1 12,734 125,494 1 9,616 93,989 47 $212,877 0.08 0.05 3.037 C&S, T&D and Electrification Subtotal 1 12,734 125,494 1 9,616 93,989 47 $212,877 0.08 0.05 3.037 Utility Total 957 5,455,705 84,427,640 722 4,968,996 78,327,567 27,983 $1,986,851 4.18 0.95 0.036 EE in California’s Public Power Sector: 17th Edition — 2023 A-263 CITY OF UKIAH City of Ukiah at a Glance • Climate Zone: 3 • Customers: 8,353 • Total annual retail sales: 110,731 MWh • Annual Retail Revenue: $16,561,784 • Annual EE expenditures for reporting year: $66,610 • Gross annual savings from reporting year portfolio: 78 MWh City of Ukiah Overview The City of Ukiah is located in Mendocino County on highway 101 approximately 100 miles north of San Francisco. Ukiah is committed to helping customers manage energy use through energy education and a comprehensive menu of EE incentives. Ukiah also provides funding to assist income-qualified customers. Major Program and Portfolio Changes There were no major program changes in FY 2022. Ukiah started a Low-Income DI program in FY 2023 and is considering a Commercial Lighting DI program. Residential, 10 Commercial, 67 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-264 Program and Portfolio Highlights The Commercial Lighting Program delivered the greatest percentage of savings in FY22, accounting for 91% of the total savings. Ukiah achieved 89% of the target energy savings for the past five reporting years. Commercial, Industrial & Agricultural Programs Ukiah provides comprehensive EE incentive program offerings for commercial and industrial customers focusing on EE and peak load reduction. Rebates are available for upgraded lighting, HVAC, appliances, refrigeration equipment, electronics, and in cases where an analysis is performed rebates can be offered for additional equipment that reduces energy use and/or demand. On-site energy audits are provided by energy specialists. EE measures are recommended, and additional visits are completed upon request. • Non-Res Lighting: Ukiah offers rebates to business owners who invest in the installation of energy efficient lighting upgrades. There is a prevalence of inefficient lighting throughout the city instead of more efficient fluorescent or LED fixtures. • Non-Res HVAC: Ukiah offers rebates to commercial customers for energy efficient HVAC upgrades. • Non-Res Refrigeration: Rebates are available to improve the efficiency of commercial refrigeration systems. • Non-Res Appliances: Rebates are available for energy efficient cooking equipment such as ovens, dishwashers, fryers, griddles, etc. • Non-Res Electronics: Ukiah offers rebates for uninterrupted power supplies, plug-load occupancy sensors and smart power strips. • Non-Res Custom: Ukiah offers rebates to business owners based on site-specific consumption. Rebates are tailored to the individual business owner’s needs based on the audit and the potential energy savings associated with the customer project. Residential Programs Ukiah provides comprehensive EE incentive program offerings for residential customers. Rebates are offered for the installation of various EE measures, such as lighting, HVAC, appliances, and weatherization. On-site energy audits are provided by energy specialists. EE measures are recommended, and additional visits are completed upon request. • Residential Lighting: Ukiah offers rebates to homeowners who install ENERGY STAR® qualified LED lamps/bulbs, ceiling fans and LED holiday lights. • Residential HVAC: Ukiah offers rebates to homeowners who install high performance heat pumps and air-conditioners that exceed current state requirements. The City also offers a rebate for duct sealing when not required by code. • Residential Equipment: Ukiah offers rebates to homeowners who purchase new ENERGY STAR® qualified products, including clothes washers, dishwashers, pool pumps, EE in California’s Public Power Sector: 17th Edition — 2023 A-265 refrigerators and advanced power strips. Rebates are also available for refrigerator and freezer recycling. • Residential Weatherization: Ukiah offers rebates to homeowners who invest in weatherizing their homes, including attic and wall insulation, window treatments/replacement, solar attic fans, and air sealing. • Residential Water Heater Rebate: Ukiah offers rebates to homeowners who purchase a new, energy efficient electric water heater. Complementary Programs • Low-Income Programs: Ukiah offers a low-income bill assistance program to eligible customers. • Renewable Energy Program: Ukiah offers NEM agreements to customers wishing to install Solar PV. • EVs: In addition to the eight Tesla Fast Charging stations, Ukiah has installed four Level 2 chargers in the downtown area and is reviewing additional locations throughout the city of Ukiah. Ukiah has also received approval to offer a rebate for installation of a Level 2 EV charger in customer homes and up to $4,000 for public or workplace Level 2 chargers. EM&V Studies EM&V information for Ukiah can be found at the CMUA website.63 Major Differences or Diversions from California POU TRM for Energy Savings Ukiah has relied heavily on the savings listed in the CMUA TRM. The Commercial Lighting and Commercial Custom programs use custom savings calculations. 63 Ibid. EE in California’s Public Power Sector: 17th Edition — 2023 A-266 TABLE 1. Ukiah EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Appliance & Plug Loads 0 2,416 32,043 0 1,170 16,189 5 $13,078 0.14 0.14 1.118 Building Envelope 0 2,802 58,846 0 785 16,477 45 $13,177 0.62 0.61 1.236 HVAC - Cooling 0 3,107 49,706 0 2,485 39,765 17 $16,634 0.66 0.69 0.596 Lighting - Indoor 14 56,856 739,124 11 45,485 591,300 190 $11,864 4.48 1.35 0.027 Lighting - Outdoor 2 11,061 140,885 1 8,731 111,930 49 $10,520 1.15 0.30 0.128 Service & Domestic Hot Water 0 1,504 16,544 0 902 9,926 3 $1,338 0.68 0.57 0.179 EE Subtotal 16 77,745 1,037,149 12 59,558 785,586 309 $66,610 1.31 0.70 0.116 EE and Low Income Subtotal 16 77,745 1,037,149 12 59,558 785,586 309 $66,610 1.31 0.70 0.116 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 16 77,745 1,037,149 12 59,558 785,586 309 $66,610 1.31 0.70 0.116 EE in California’s Public Power Sector: 17th Edition — 2023 A-267 TABLE 2. Ukiah EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 14 67,463 877,015 11 53,970 701,612 238 $14,200 4.59 0.91 0.028 Residential 2 10,283 160,134 1 5,588 83,974 71 $52,410 0.42 0.42 0.889 EE Subtotal 16 77,745 1,037,149 12 59,558 785,586 309 $66,610 1.31 0.70 0.116 EE and Low Income Subtotal 16 77,745 1,037,149 12 59,558 785,586 309 $66,610 1.31 0.70 0.116 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 16 77,745 1,037,149 12 59,558 785,586 309 $66,610 1.31 0.70 0.116 EE in California’s Public Power Sector: 17th Edition — 2023 A-268 TABLE 3. Ukiah EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) All 16 57,341 742,324 12 45,750 593,066 190 $19,256 2.77 1.14 0.044 Other Commercial 0 10,607 137,891 0 8,486 110,313 48 $2,337 5.12 0.37 0.029 Residential 0 8,514 136,206 0 4,527 69,866 60 $34,268 0.57 0.57 0.701 Residential - Single-Family 0 1,284 20,728 0 795 12,341 10 $10,750 0.22 0.22 1.236 EE Subtotal 16 77,745 1,037,149 12 59,558 785,586 309 $66,610 1.31 0.70 0.116 EE and Low Income Subtotal 16 77,745 1,037,149 12 59,558 785,586 309 $66,610 1.31 0.70 0.116 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 16 77,745 1,037,149 12 59,558 785,586 309 $66,610 1.31 0.70 0.116 EE in California’s Public Power Sector: 17th Edition — 2023 A-269 VERNON PUBLIC UTILITIES Vernon Public Utilities at a Glance • Climate Zone: 9 • Customers: 1,927 • Total annual retail sales: 1,169,139 MWh • Annual Retail Revenue: $176,231,792 • Annual EE expenditures for reporting year: $712,204 • Gross annual savings from reporting year portfolio: 3,479 MWh Vernon Overview Vernon Public Utilities (VPU), in climate zone 8, has implemented some of the recommendations of the comprehensive IRP. The IRP recommendations have guided VPU’s decision making in the procurement of resources and delivery of EE services. VPU has identified action plans to implement new EE measures throughout its city-owned facilities. This particular action item is currently being implemented. VPU also has a goal by implementing the following EE action plans in cooperation with other Vernon city departments: • Continue existing EE programs and educate customers on more efficient uses of electricity; • Perform EE upgrades at all city-owned facilities as needed; and Commercial, 3,477 Industrial, 2 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-270 • Purchase energy efficient transformers, capacitors, and other distribution equipment when appropriate. VPU recently developed an Electrification Strategic Plan that outlines the areas VPU will focus on to help advance electrification adoption, while taking into consideration Vernon ‘s unique customer base. Major Program and Portfolio Changes VPU has not made any major changes in their programs but the 2021/22 fiscal year has continue to point to the business community that energy saving can be achieved by looking into great detail to the operation process side of the their respectable businesses. The City of Vernon business community continues to explore smart efficient ways to be resourceful. By focusing on more projects like compressors, heat conversion, and refrigeration controls and not always relying on the lighting aspect of savings. As our customers get smarter and more efficient to increase their bottom line, VPU has been a key ally to assist in any way possible to be more efficient. The challenges for VPU is that our customer baseline is 99 percent C&I which limits the type measures/projects can be implemented each year without proper planning or funds being allocated for each project and/or budgeting for capital improvements. This creates a challenge to meet our projected goals every year. VPU recently developed an Electrification Strategic Plan that outlines the development of an incentive program for residential customers for the purchase or lease of a new or used electric vehicle, and a separate incentive for the installation of a Level 2 charger at the place of residence. In addition, VPU has made efforts to install EV chargers for public access at city- owned properties at no cost to the drive. A total of 23 Level 2 chargers were recently installed at Vernon City Hall, with plans to add more chargers at future locations. VPU is also working to partner with Tesla to explore the possibility of installing DC fast chargers for public access. Those are the chargers that can provide approximately 80% charge in 15-30 minutes. Strategically, VPU plans to place the public charging station at a key location in the city that are easy to access and would help extend the electric range for EV commuters coming in and out of Los Angeles. This supports EV drivers within the Vernon community, and to minimize traffic impact as much as possible. Recognizing that Vernon’s customer base is primarily commercial and industrial, a handful of customers have already invested in electric midsize trucks. VPU’s Customer Relations team will be working closely to support onsite EV charging, pilot testing new technologies, and to coordinate in the cobranding of these electrification partnerships. VPU envisions a significant increase with on-site EV charging in the coming years as businesses will work towards meeting the legislative requirements, like Executive Order N-79-20, which requires midsize to large trucks to be zero admissions by 2045.64 As a result of this anticipated 64 See https://www.gov.ca.gov/wp-content/uploads/2020/09/9.23.20-EO-N-79-20-Climate.pdf. EE in California’s Public Power Sector: 17th Edition — 2023 A-271 increase in charging, VPU’s electric engineering team is assessing our transmission and distribution system to ensure its properly sized. Program and Portfolio Highlights This year again highlights have been in the refrigeration controls sector. VPU’s customer base consists of commercial and industrial type buildings. VPU had one particular company, MJ Global Enterprise upgraded their existing refrigeration controls system hardware and software to take full advantage of energy savings. An M&V report was to provide detailed analysis of the project. Our lighting program continues to be popular among our business community, although COVID has slowed many of the capital projects caused by uncertainties of the pandemic. Commercial, Industrial & Agricultural Programs VPU Programs • Customer Incentive Program: Fund the exploration and implementation of energy efficient technologies and equipment, such as lighting technologies, variable speed drives, air compressors, motors, refrigeration, and air conditioning. Provide cash incentives to businesses that install energy efficient technologies. • Customer-Directed Program: Fund customized projects demonstrating energy and cost savings and/or commercial market potential in the area of EE. Customers must fund at least 25 percent of total project cost. Projects are only eligible if they do not qualify for any of the other programs. • Energy Education & Demonstration Workshops: Provide customers with an array of information resources to encourage EE measures through EE workshops and other forms of customer outreach. • Energy Audit Program: Provide on-site audits for commercial/industrial businesses. A comprehensive audit includes an analysis of energy usage and costs, identification of energy conservation measures, and recommended actions. • TOU Rate Programs: All customers with loads exceeding 100 kilowatts demand are eligible to receive time-of-use rate; enabling them to reduce their energy cost through time management of their energy usage. This year highlights have been spread out to the lighting sector. Since VPU’s customer base is many long-standing buildings, we had wide range of small to large companies convert to LED’s. Residential Programs VPU Electrification Strategic Plan that outlines the development of an incentive program for residential customers for the purchase or lease of a new or used electric vehicle, and a separate incentive for the installation of a Level 2 charger at the place of residence. Complementary Programs EE in California’s Public Power Sector: 17th Edition — 2023 A-272 Distributed Solar VPU is still in the process of designing a Green Power Program. The Program will allow Vernon residents and businesses to meet their own sustainability goals by purchasing clean and affordable renewable energy through this program. The Program enables customers to offset all or a portion of their electricity usage with either renewable energy or renewable energy credits. In addition to the Green Power Program VPU is investigating programs that will: Install solar systems at city-owned facilities and partner with customers to install at their facilities; Evaluate a community solar product offering; and Assist customers with installation of rooftop solar systems under existing net-metering tariffs. TE VPU is working to incentivize transportation electrification through investments in electric vehicle charging infrastructure. The presence and convenience of EV charging stations will motivate public purchases of electric vehicles, having a direct impact on local air quality conditions. The City of Vernon lacks open space (parks, libraries etc.) requiring greater participation from Vernon businesses for siting and installation of EV charging stations. VPU intends to develop a plan to increase EVs to city fleet and reach out to our customer base to: To install and maintain EV charging stations at customer facilities; Evaluate increasing the number of City-owned electric vehicles; and Coordinate with local air quality agencies on available programs and initiatives. DR and Energy Storage DR is one of the ways customers can save money by curtailing electricity usage when it is most needed by the electric grid. DR programs have proven to be an effective means for utilities to manage system peaks by controlling customer loads. By participating in DR programs, customers can help VPU achieve California GHG emissions reduction goals and delay infrastructure investments by the utility. Further, customers can be financially compensated for reducing usage when the price of energy is at its highest. VPU has a reliability driven interruptible load program, but no DR customer programs based upon market pricing. Below is a list of demand response program and energy storage action plans VPU intends to evaluate and undertake in the coming years: Implement a Voluntary Load Reduction Program offering discounted rates to customers that reduce their load; EE in California’s Public Power Sector: 17th Edition — 2023 A-273 Provide customer education on demand response programs available through the CAISO and encourage participation in these programs; and Participate in strategic partnerships with customers to advance energy storage opportunities. EM&V Studies VPU continues to have numerous projects this past fiscal year which require an in depth analysis of the EM&V of their projects to prove the validity of the energy savings. Since Vernon is essentially a small C&I city, VPPU can provide smart and efficient reports to our customers proving their worth. An EM&V comprehensive study was conducted for two of our key customers, Choice Foods, to evaluate their refrigeration control systems and strategize how to optimize their controls to help reduce the energy when their operations are slow and no air is required and Kal Plastics which was replacing two of their plastic thermoforming machines which were smaller and more efficient with enhanced software controls. Major Differences or Diversions from California POU TRM for Energy Savings EE in California’s Public Power Sector: 17th Edition — 2023 A-274 TABLE 1. VPU EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial Refrigeration 43 542,742 8,683,872 43 542,742 8,683,872 2,857 $119,353 6.24 5.96 0.020 HVAC - Cooling 0 1,905 30,480 0 1,905 30,480 7 $1,912 1.54 0.81 0.089 Lighting - Indoor 647 2,934,730 38,151,492 647 2,934,730 38,151,492 11,625 $590,939 5.90 4.63 0.021 EE Subtotal 690 3,479,377 46,865,844 690 3,479,377 46,865,844 14,488 $712,204 5.94 4.81 0.021 EE and Low Income Subtotal 690 3,479,377 46,865,844 690 3,479,377 46,865,844 14,488 $712,204 5.94 4.81 0.021 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 690 3,479,377 46,865,844 690 3,479,377 46,865,844 14,488 $712,204 5.94 4.81 0.021 EE in California’s Public Power Sector: 17th Edition — 2023 A-275 TABLE 2. VPU EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Commercial 690 3,477,472 46,835,364 690 3,477,472 46,835,364 14,482 $710,292 5.96 4.82 0.021 Industrial 0 1,905 30,480 0 1,905 30,480 7 $1,912 1.54 0.81 0.089 EE Subtotal 690 3,479,377 46,865,844 690 3,479,377 46,865,844 14,488 $712,204 5.94 4.81 0.021 EE and Low Income Subtotal 690 3,479,377 46,865,844 690 3,479,377 46,865,844 14,488 $712,204 5.94 4.81 0.021 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 690 3,479,377 46,865,844 690 3,479,377 46,865,844 14,488 $712,204 5.94 4.81 0.021 EE in California’s Public Power Sector: 17th Edition — 2023 A-276 TABLE 3. VPU EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Manufacturing Light Industrial 43 542,742 8,683,872 43 542,742 8,683,872 2,857 $119,353 6.24 5.96 0.020 Other Commercial 647 2,936,635 38,181,972 647 2,936,635 38,181,972 11,632 $592,851 5.88 4.62 0.021 EE Subtotal 690 3,479,377 46,865,844 690 3,479,377 46,865,844 14,488 $712,204 5.94 4.81 0.021 EE and Low Income Subtotal 690 3,479,377 46,865,844 690 3,479,377 46,865,844 14,488 $712,204 5.94 4.81 0.021 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 690 3,479,377 46,865,844 690 3,479,377 46,865,844 14,488 $712,204 5.94 4.81 0.021 EE in California’s Public Power Sector: 17th Edition — 2023 A-277 VICTORVILLE MUNICIPAL UTILITY SERVICES Victorville Municipal Utility Services at a Glance • Climate Zone: 14 • Customers: 68 • Total annual retail sales: 96,485 MWh • Annual Retail Revenue: $11,291 • Annual EE expenditures for reporting year: $18,900 • Gross annual savings from reporting year portfolio: 293 MWh Victorville Municipal Utility Services Overview Victorville Municipal Utility Services (VMUS) was established to provide safe, reliable and cost- effective service to non-residential customers that continue to build new facilities located in the designated service territory. VMUS’s 2022 peak demand was 16.9 megawatts (1.8% more than last year) and the load factor was 70.4%. Customers reside in climate zone 14 and all customers' facilities are less than fifteen years old and meet the applicable Title 24 requirements. The recent age of these facilities provide fewer EE upgrade opportunities. VMUS continued to offer customers the same EE programs. Industrial, 293 Gross Energy Savings (MWh) Residential Commercial Industrial Agricultural Other Low Income T&D EE in California’s Public Power Sector: 17th Edition — 2023 A-278 Major Program and Portfolio Changes VMUS continued to offer customers the same EE programs. • Audits – Industrial – Non-Res Audits: On-site energy audits of customer facilities to develop recommendations designed to improve energy operating efficiency and reduce load requirements. • Lighting – Industrial – Non-Res Lighting: Provides incentives to improve EE for lighting applications, based on rate of $0.064/kWh for one year of energy savings but shall not exceed 50 percent of the cost of the lighting product/equipment. • HVAC – Industrial – Non-Res Cooling/Refrigeration: Financial incentives for the replacement of cost-effective energy-savings HVAC/Refrigeration units that reduces annual energy usage by at least 20 percent, based on rate of $0.064/kWh or $0.525/therm for one year of energy savings, and/or reduces peak demand and exceeds state-mandated codes, federal-mandated codes, industry-accepted performance standards or other baseline energy performance standards, based on rate of $100/kW for each on-peak kW that has been reduced, but shall not exceed 50 percent of the cost of associated equipment/materials. • Refrigeration – Industrial – Non-Res Refrigeration: Financial incentives for the replacement of cost-effective energy-savings refrigeration units that reduces annual energy usage by at least 20 percent, based on rate of $0.064/kWh or $0.525/therm for one year of energy savings, and/or reduces peak demand and exceeds state-mandated codes, federal-mandated codes, industry-accepted performance standards or other baseline energy performance standards, based on rate of $100/kW for each on-peak kW that has been reduced, but shall not exceed 50 percent of the cost of associated equipment/materials. • Process – Industrial – Non-Res Process: Financial incentives for the replacement of cost- effective energy-savings motors, pumps, and equipment that reduces annual energy usage by at least 20 percent, based on rate of $0.064/kWh or $0.525/therm for one year of energy savings, and/or reduces peak demand and exceeds state-mandated codes, federal-mandated codes, industry-accepted performance standards or other baseline energy performance standards, based on rate of $100/kW for each on-peak kW that has been reduced, but shall not exceed 50 percent of the cost of associated equipment/materials. • Comprehensive - Industrial – Non-Res New Comprehensive: Reimbursement for new equipment in construction projects that exceed state-mandated codes, federal- mandated codes, industry-accepted performance standards, or other baseline energy performance standards by more than 10 percent. The program payment is based on 25 percent of the cost difference between standard and upgraded equipment and/or materials, or $50,000, whichever is less. EE in California’s Public Power Sector: 17th Edition — 2023 A-279 Program and Portfolio Highlights $25,000 in EE incentive payments was disbursed for industrial LED lighting installation. TOU meters and customers’ access to their daily usage on the web portal provide the data to assess the cost of their energy usage and demand requirements. Cost-effective, reliable, and feasible EE improvements are a priority in the VMUS’ integrated resource plan. VMUS serves municipal facilities that can be interrupted as scheduled. Customers are served through 12 kV underground facilities with larger gauge ASCR conductors to improve system reliability and reduce system losses. VMUS evaluates circuit load performance to optimize performance and reduce system losses. VMUS purchases and installs energy efficient transformers to reduce system losses. Commercial, Industrial & Agricultural Programs VMUS continued to offer customers the same EE programs. Residential Programs VMUS does not provide electric service to its customers. Complementary Programs Energy Storage: VMUS’ energy storage goal is to procure cost-effective energy storage applications equal to one percent (1%) of its peak load during calendar year 2020, with installations occurring no later than the end of calendar years 2021. No specific cost-effective energy storage application has been identified to date. EM&V Studies Engineering analysis programs are the basis for energy savings and incentive calculations. Major Differences or Diversions from California POU TRM for Energy Savings None EE in California’s Public Power Sector: 17th Edition — 2023 A-280 TABLE 1. VMUS EE Program Results by End Use Summary by End Use Resource Savings Summary Cost Test Results End Use Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Lighting - Indoor 40 293,471 4,695,536 32 234,777 3,756,429 1,236 $18,900 17.71 3.18 0.007 EE Subtotal 40 293,471 4,695,536 32 234,777 3,756,429 1,236 $18,900 17.71 3.18 0.007 EE and Low Income Subtotal 40 293,471 4,695,536 32 234,777 3,756,429 1,236 $18,900 17.71 3.18 0.007 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 40 293,471 4,695,536 32 234,777 3,756,429 1,236 $18,900 17.71 3.18 0.007 EE in California’s Public Power Sector: 17th Edition — 2023 A-281 TABLE 2. VMUS EE Program Results by Sector Summary by Sector Resource Savings Summary Cost Test Results Sector Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Industrial 40 293,471 4,695,536 32 234,777 3,756,429 1,236 $18,900 17.71 3.18 0.007 EE Subtotal 40 293,471 4,695,536 32 234,777 3,756,429 1,236 $18,900 17.71 3.18 0.007 EE and Low Income Subtotal 40 293,471 4,695,536 32 234,777 3,756,429 1,236 $18,900 17.71 3.18 0.007 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 40 293,471 4,695,536 32 234,777 3,756,429 1,236 $18,900 17.71 3.18 0.007 EE in California’s Public Power Sector: 17th Edition — 2023 A-282 TABLE 3. VMUS EE Program Results by Building Type Summary by Building Type Resource Savings Summary Cost Test Results Building Type Gross Peak Savings (kW) Gross Annual Savings (kWh) Gross Lifecycle Energy Savings (kWh) Net Peak Savings (kW) Net Annual Energy Savings (kWh) Net Lifecycle Energy Savings (kWh) Net Lifecycle GHG Reductions (Tons) Total Utility Cost PAC TRC Utility ($/kWh) Manufacturing Light Industrial 40 293,471 4,695,536 32 234,777 3,756,429 1,236 $18,900 17.71 3.18 0.007 EE Subtotal 40 293,471 4,695,536 32 234,777 3,756,429 1,236 $18,900 17.71 3.18 0.007 EE and Low Income Subtotal 40 293,471 4,695,536 32 234,777 3,756,429 1,236 $18,900 17.71 3.18 0.007 C&S, T&D and Electrification Subtotal 0 0 0 0 0 0 0 $0 0.000 Utility Total 40 293,471 4,695,536 32 234,777 3,756,429 1,236 $18,900 17.71 3.18 0.007 Appendix B – Calculation Reference Document Version Date Author Changes 0.1 3/28/2019 L. Bovitz Initial Draft 1.0 4/26/2019 L. Bovitz Finalize version 1.0 1.1 3/1/2021 L. Bovitz Updates for Reporting Year 2021 Lori Bovitz Last Updated: 3-1-2021 Version: 1.01 Energy Platforms, LLC Revision History ESP® B-2 Contents Cost Benefit Calculations ...................................................................................................... 3 Load Shape Assignment .................................................................................................. 3 Dual Baseline Savings, Cost, and Measure Life ............................................................... 3 Gross Savings, Adjusted Gross Savings, and Net Savings................................................ 6 Annual Data Calculations ................................................................................................ 8 Cost Allocation ................................................................................................................ 9 Low-Income................................................................................................................... 10 Cost Benefit Calculations .............................................................................................. 11 Net Present Value Calculations ..................................................................................... 12 EIA-861 Report Calculations ............................................................................................. 13 Sector Mapping ............................................................................................................. 14 Reported Measure Types .............................................................................................. 14 Reporting Year Incremental Annual Savings ................................................................. 14 Incremental Life Cycle Savings ...................................................................................... 14 Reporting Year Incremental Costs ................................................................................ 16 Incremental Life Cycle Costs ......................................................................................... 16 Weighted Average Life for Portfolio ............................................................................. 16 Calculation Details Reference ........................................................................................... 18 File Format .................................................................................................................... 18 Accessing the CSV File ................................................................................................... 18 Elements ....................................................................................................................... 19 Column Descriptions ..................................................................................................... 19 Additional Help .................................................................................................................... 24 ESP® B-3 C OST B ENEFIT C ALCULATIONS The Cost/Benefit calculations in ESP are based on the Cost/Benefit tests described in the California Standard Practice Manual. ESP calculates all the tests described in that manual. The following describes the process used to calculate these and the other results in ESP. L OAD S HAPE A SSIGNMENT The default Load Shape for a Measure is determined using a process that involves multiple fields in the Measure: • Current version of the Load Shape • Load Shape is either local to the organization or “Shared” • The following attributes of the Load Shape match the same attribute of the Measure: o Climate Zone, or “All” o Building Type, or “All” o End Use o Sector, or “All” • If an IOU is defined for the Load Shape, then the IOU for the Load Shape must match the IOU for the organization o If no IOU is defined for the Load Shape, the Load Shape is available to all Measures If more than one Load Shape matches the above criteria, ESP uses the following additional process to determine the Load Shape for the Measure: • ESP gives precedence to the following: o Load Shapes local to your organization (as opposed to shared Load Shapes) o Specific Building Type over “All” o Specific Sector over “Non-Residential” or “All” o Specific Climate Zone over “All” D UAL B ASELINE S AVINGS, C OST, AND M EASURE L IFE ESP® B-4 The calculations for Gross Savings, Cost, and Measure Life in ESP depend on the selection of Measure Application Type and Delivery Type in the Applied Measure Editor. Each Measure contains the following fields used to calculate the Baseline values: ESP® B-5 ESP calculates the actual 1st and 2nd Baseline values used in the calculations from these fields. The derivation of 1st and 2nd Baseline values depends on the Delivery Type and Measure Application Type selected in the Applied Measure. Each Delivery Type selected in the Applied Measure belongs to either Group 1 or Group 2: ESP Name eTRM Name Group Upstream Prescriptive Rebate PreRebUp Group 1 Downstream Prescriptive Rebate PreRebDown Group 1 Non-upstream NonUpStrm Group 1 Building Design Incentive BldgDesInc Group 1 Custom Incentive CustIncent Group 1 Downstream Custom Incentive CustIncentDown Group 1 On-line Audit OnLineAudit Group 1 On-site Audit OnSiteAudit Group 1 Prescriptive Rebate PreReb Group 1 Any Any Group 1 Direct Install DirInstall Group 2 Direct Install Prescriptive Rebate PreRebDI Group 2 Based on the following Delivery Type “Group” and the selected Measure Application Type, the following describes the first and second baseline savings, cost, and years for single and dual baseline. Note: You must enter non- zero savings values in both Code Baseline and Existing Baseline for the Measure to support calculations that require Dual Baseline. ESP® B-6 Delivery Type Measure Application Type 1st Baseline 2nd Baseline 1st Baseline Costs 2nd Baseline Costs 1st Baseline Years 2nd Baseline Years Group 1 Early retirement Existing Code MC MC – BC RUL EUL – RUL Replace on Burnout Code n/a MC – BC n/a EUL n/a New Construction Code n/a MC – BC n/a EUL n/a Retro- Commissioning Existing n/a MC n/a EUL n/a Retrofit Existing Code MC MC – BC RUL EUL – RUL Retrofit Add-on Existing n/a MC n/a EUL n/a Group 2 Early retirement Existing Code MC MC – BC RUL EUL – RUL Replace on Burnout Existing n/a MC n/a EUL n/a New Construction Existing n/a MC n/a EUL n/a Retro- Commissioning Existing n/a MC n/a EUL n/a Retrofit Existing Code MC MC – BC RUL EUL – RUL Retrofit Add-on Existing n/a MC n/a EUL n/a MC = Measure Costs BC = Base Costs RUL = Remaining Useful Life (years) EUL = Estimated Useful Life (years) If the Measure is dual Baseline, the cost/benefit calculation engine uses the first Baseline savings and costs for the first years of the Measure life, and the second Baseline savings and costs for the remaining years. Total Cost Column The Total Cost Column for Programs is a total of the Incremental Costs for each Applied Measure in the Program. The Increment Costs are calculated based on the Baseline Costs for the Applied Measure as described in the table above. This cost is a per unit cost and is not multiplied by the Number of Units. G ROSS S AVINGS, A DJUSTED G ROSS S AVINGS, AND N ET S AVINGS ESP calculates 1st and 2nd Baseline Gross Savings values based on the Measure Application Type and Delivery Type (see table above). ESP® B-7 Fields are available for the Measure for Gross Savings Installation Adjustment (GSIA) and Net to Gross Percentage in the Measure Editor. GSIA is a factor typically used to account for the following impacts: • In-Service Rate – number of actual units installed • Realization Rate – differences between actual and Measure savings based on impact evaluation studies Adjusted Gross Savings The value for Adjusted Gross Savings is determined by the following formula: Adjusted Gross Savings = Gross Savings * GSIA The cost/benefit calculations use Adjusted Gross Savings to derive participant avoided costs. Net Savings The value for Net Savings is determined by the following formula: Net Savings = Adjusted Gross Savings * Net to Gross Percentage The cost/benefit calculations use Net Savings to derive utility avoided costs. ESP® B-8 A NNUAL D ATA C ALCULATIONS Cost/benefit calculations for full calendar years and are in U.S. dollars. For each hour of each year for the lifetime of the measure, ESP calculations the savings benefit using the following formulas. Adjusted Gross Savings Benefit 1. Multiply annual Adjusted Gross Savings (unit = kWh, kW, etc.) by the Load Shape value which results in the Adjusted Gross savings for the hour. Annual Savings (unit) * 8760 Fraction (unit) = Hourly Savings (unit) 2. Multiply the hourly Adjusted Gross Savings by the hourly Retail Rate to get the Adjusted Gross hourly benefit. Hourly Savings (unit) * Retail Rate ($/unit) = Hourly Benefits ($) 3. Add up the Adjusted Gross hourly benefits for a year to get annual Adjusted Gross Benefit ($). Net Savings Benefit 1. Multiply the annual Net savings by the Load Shape hourly value, which results in the Net savings for that hour. Annual Savings (unit) * 8760 Fraction (unit) = Hourly Savings (unit) 2. Multiply the hourly Net savings by the hourly Avoided Cost rate to get the Net hourly benefit ($). ESP® B-9 Hourly Savings(unit) * Avoided Cost Rate($/unit) = Hourly Benefit ($) ESP treats each type of savings this way; Adjusted Gross Savings, Net Savings, Gas Savings, and Water Savings to get annual dollar benefit values. Cost values in ESP are already annual dollar values and thus do not require 8760 hourly data or a rate for conversion. In ESP, Retail Rate and Avoided Cost Rates in ESP are multi-year hourly values. As a result, each year of the calculation uses different hourly values throughout the measure lifetime. In ESP, each Load Shape resource contains one year of hourly data. As a result, each year of the calculation uses the same values for each year in the Measure lifetime. C OST A LLOCATION ESP allocates Portfolio and Program costs down to the Applied Measure level according to the following rules. This allows the grouping of Applied Measures and their associated cost/benefit values in different ways for analysis. • Allocates Portfolio overhead costs to each Applied Measure in the Portfolio in proportion to the Net Savings of the measure. • Allocates Program overhead costs to each Applied Measure in the Program in proportion to the Net Savings of each measure. • Allocates Sector overhead costs to each Applied Measure according to the Measure Sector setting, in proportion to the Net Savings of each measure. Applied Measures have a checkbox setting that prevents the allocation of any overhead costs to that Applied Measure. ESP® B-10 Cost Benefit calculations will not run if it cannot allocate a cost to any Applied Measures. For example, if you enter a cost in the Sector Overhead Residential field, but there are no Residential Measures to allocate the overhead costs, the cost benefit calculation will not run. This also applies to Portfolio Overhead and Program Overhead costs. Costs are applied to Low Income Applied Measures just like any other Applied Measure even though they are presented separately from the main Portfolio in the results. L OW-I NCOME Low income Applied Measures results are separate from the main Portfolio results. So are Transmission & Distribution and Codes & Standards Applied Measures. There is a setting in the Applied Measure, “Is Low Income.” Select that option to consider that Applied Measure as Low Income, even if its underlying Measure is not of type Low Income. ESP® B-11 C OST B ENEFIT C ALCULATIONS ESP supports the following cost/benefit tests: • Participant Test • Ratepayer Impact Measure Test (RIM) • Total Resource Cost Test (TRC) • Societal Test • Program Administrator Cost Test (PA) ESP calculates the cost/benefit tests using elements that correspond to the specific costs and benefits in each of the tests. Each Element has an Element Type that describes it in the context of the California Standard Practice Manual. Element Type General Participant TRC Societal RIM PA AB_AvoidedBillAlternative Benefit SAB_SocietalAddedBenefit Benefit BI_BillIncreases Cost BR_BillReductions Benefit INC_Incentives Benefit Cost Cost PACa_ParticipantAvoidedCostsAlternative Benefit Benefit Benefit PC_ParticipantCosts Cost PCN_NetParticipantCosts Cost Cost PRC_ProgramAdministratorCosts Cost Cost Cost Cost RG_RevenueGain Benefit RL_RevenueLoss Cost Note: Participant Test and Ratepayer Impact Measure Test are only run if a Retail Rate is selected for the Applied Measure. ESP® B-12 Element Type General Participant TRC Societal RIM PA RLa_RevenuLossAlternative Cost TC_TaxCredits Benefit Benefit Benefit UAC_UtilityAvoidedCosts Benefit Benefit Benefit Benefit UACa_UtilityAvoidedCostsAlternative Benefit Benefit Benefit UIC_UtilityIncreasedSupplyCosts Cost Cost Cost Cost BEN_Benefit Benefit COS_Cost Cost N ET P RESENT V ALUE C ALCULATIONS Formulas in the California Standard Practice Manual use a divisor of (1+d)t-1, which equals 1 in the first year. In other words, the application of the discount rate should not happen in the first year. This is the implementation of the calculation in ESP. Important Note: Many spreadsheet cost benefit calculations, including the original CMUA CET, use the Excel NPV function to calculate net present values. The NPV function in Microsoft Excel assumes that payments occur at the end of the term, which means the application of the discount rate is to first year costs and benefits. This approach is technically incorrect. ESP® B-13 EIA-861 R EPORT C ALCULATIONS ESP can generate a Microsoft Excel workbook with the data calculated and formatted for inclusion in an Energy Information Administration (EIA) 861 report. The EIA-861 generates using the data entered in the Portfolio used to download the report. The rules for selection and calculation of these numbers are based on the EIA- 861 instructions document “861 2017 instructions.pdf”.65 The related section in the document is “SCHEDULE 6, PART A: Energy Efficiency Programs” beginning on page 13. The EIA-861 data workbook includes the data for each of four energy sectors, plus totals. The four sectors are: • Residential • Commercial • Industrial • Transportation Each section includes the following data: • Reporting Year Incremental Annual Savings o Energy Savings (MWh) o Peak Demand Savings (MW) • Incremental Life Cycle Savings o Energy Savings (MWh) o Peak Demand Savings (MW) • Reporting Year Incremental Costs o Customer Incentives o All other costs • Incremental Life Cycle Costs o Customer Incentives o All other costs • Weighted Average Life for Portfolio 65 See https://www.eia.gov/electricity/data/eia861/zip/f8612017.zip. ESP® B-14 S ECTOR M APPING ESP includes sectors that are not part of the EIA-861 report. ESP combines those sectors into one of the four EIA-861 sectors, according to the following: ESP Sector EIA-861 Sector Residential Residential Commercial Commercial Industrial Industrial Agricultural Industrial Other Commercial R EPORTED M EASURE T YPES The EIA-861 results include energy savings from all measure types except: • Codes & Standards • Transmission & Distribution R EPORTING Y EAR I NCREMENTAL A NNUAL S AVINGS Reporting Year Energy Savings To calculate the Reporting Year Energy Savings: 1. Add up first year gross annual kWh savings for all Measures in the sector. 2. Convert to Megawatt hours (MWh). Reporting Year Peak Demand Savings To calculate the Reporting Year Peak Demand Savings: 1. Add up gross coincident peak kW savings for all Measures in the sector. 2. Convert to MWh. I NCREMENTAL L IFE C Y CLE S AVINGS Life Cycle Energy Savings To calculate Life Cycle Energy Savings: 1. Calculate the life cycle energy savings by adding up the annual energy savings for the lifetime of the Measure. ESP® B-15 a. For dual-baseline Measure, the annual value changes from the first baseline to the second baseline at the end of the remaining useful life. 2. Add up the gross life cycle kWh savings for all Measures in the sector. 3. Convert to MWh. ESP® B-16 Life Cycle Peak Demand Savings To calculate Life Cycle Peak Demand Savings: 1. Determine the maximum annual peak demand savings during the lifetime of the Measure. 2. Add up the Gross Lifecycle Peak kW savings for all Measures in the sector. 3. Convert to MWh. R EPORTING Y EAR I NCREMENTAL C OSTS Reporting year customer incentives include the total of all first-year incentives paid by the utility for Measures in the sector. Reporting year “All Other Costs” are the total of other (non-incentive) first-year utility costs for Measures in the sector. These include the following: • Variable Measure Costs • Allocated Overhead Costs from Portfolio, Program, and Sector I NCREMENTAL L IFE C YCLE C OSTS Life cycle customer incentives include all incentives paid by the utility over the life of each Measure in the sector. All incentives in ESP are first-year incentives, so the life cycle incentives should be the same as Reporting Year incentives. Lifecycle “All Other Costs” are the total of other (non-incentive) utility costs over the life of each Measure in the sector. In practice, variable Measure costs and allocated overhead in ESP are incurred in the first year, so the lifecycle costs should be the same as the Reporting Year costs. W EIGHTED A VERAGE L IFE FOR P ORTFOLIO Average life of all measures included in EIA-861 calculations, weighted by their total lifecycle electrical savings: 𝑊𝑊𝑊𝑊𝑊𝑊𝑊𝑊ℎ𝑡𝑡𝑊𝑊𝑡𝑡 𝐴𝐴𝐴𝐴𝑊𝑊𝐴𝐴𝐴𝐴𝑊𝑊𝑊𝑊 𝐿𝐿𝑊𝑊𝐿𝐿𝑊𝑊 =∑𝐺𝐺𝐴𝐴𝐺𝐺𝐺𝐺𝐺𝐺 𝐿𝐿𝑊𝑊𝐿𝐿𝑊𝑊 𝐶𝐶𝐶𝐶𝐶𝐶𝐶𝐶𝑊𝑊 𝑘𝑘𝑊𝑊ℎ 𝑆𝑆𝐴𝐴𝐴𝐴𝑊𝑊𝑆𝑆𝑊𝑊𝐺𝐺× 𝑀𝑀𝑊𝑊𝐴𝐴𝐺𝐺𝑀𝑀𝐴𝐴𝑊𝑊 𝐿𝐿𝑊𝑊𝐿𝐿𝑊𝑊∑𝐺𝐺𝐴𝐴𝐺𝐺𝐺𝐺𝐺𝐺 𝐿𝐿𝑊𝑊𝐿𝐿𝑊𝑊 𝐶𝐶𝐶𝐶𝐶𝐶𝐶𝐶𝑊𝑊 𝑘𝑘𝑊𝑊ℎ 𝑆𝑆𝐴𝐴𝐴𝐴𝑊𝑊𝑆𝑆𝑊𝑊𝐺𝐺 To calculate weighted average life: Note: Applying CEC Measure Decay for a Portfolio will affect this this Calculation ESP® B-17 1. Multiply Gross Life Cycle kWh Savings by Measure Life. 2. Add up the result of step 1. 3. Add up Gross Life Cycle kWh Savings. 4. Divide the results of step 2 by the results of step 3. ESP® B-18 C ALCULATION D ETAILS R EFERENCE The interim calculations used to calculate the cost benefit tests are available by reviewing the Calculations Details. The Calculations Details file is available from the Results Viewer. F ILE F ORMAT Comma Separated Value format (.csv) A CCESSING THE CSV F ILE Access the CSV file by clicking the Get Calculations Details button in the Results Viewer. The following steps describe how to view the details. 1. In the Portfolio, click Show Results. 2. In the Results Viewer, click Get Calculation Details. 3. The results download in CSV format and open in Windows Explorer. 4. Open the downloaded file “<Portfolio Name> - Calculation Details.csv”. ESP® B-19 E LEMENTS The fundamental piece of the Cost/Benefit calculations is the Element. Each Element produces a list of annual dollar values, one for each year in the analysis. The Element accepts inputs from the Measure, Applied Measure, and hourly resource data to develop the list of values. Those values are used to calculate the Cost/Benefit results. Each Element has an ElementType that corresponds to the variables defined in the Cost/Benefit formulas. Each ElementType is assigned as either a Cost or a Benefit depending on the test being calculated. Some elements can be a cost for some tests and benefit for other tests. The Cost/Benefit calculator understands which types are required for each test and if an element should be a cost or a benefit. Each of the Elements used to calculate values for each Measure in a Portfolio are listed in the Calculations Details with the list of values. C OLUMN D ESCRIPTIONS Two sheets are available in the Calculation Details CSV file: • Portfolio • Applied Measure Elements The following provides details on contents of each sheet. Portfolio Sheet Field Description Organization Organization name PortfolioName Name of the Portfolio Defined in the Portfolio Editor ESP® B-20 PortfolioId Unique identifier for the Portfolio InstallationYear Installation year of the Applied Measures in the Portfolio TestLengthYears Number of years included in the results DiscountRateFraction Net Present Value (NPV) discount rate used for cost/benefit calculation Formatted as a decimal. For example, a discount rate of 4.5% is formatted as 0.045 Defined in the Portfolio Editor BaseYear Beginning year used for the calculation Typically, the same as the installation year. Applied Measure Elements Sheet Column Description M_MeasureName Name of the Measure the Element applies M_VersionNumber Version number of the Measure M_NormalizedUnit Units set in the Measure Defined in the Measure AM_NumberOfUnits Number of units Defined in the Applied Measure Editor AM_VariableOverheadCostPerUnit Variable Overhead Cost per Unit Defined in the Applied Measure Editor AM_IncentivesPaidByUtilityPerUnit Incentives Paid by the Utility per Unit Defined in the Applied Measure Editor AM_IncentivesReceivedByCustomerPerUnit Incentives Received by the Customer per Unit Defined in the Applied Measure Editor AM_IsLowIncome Indicates if measure is categorized as Low Income Defined in the Applied Measure Editor AM_ExcludeFromCostAllocation Indicates if Portfolio and Program Overhead Costs should be allocated to this measure. If this option is selected, the overhead costs are not allocated to this measure. Defined in the Applied Measure Editor M_NTGFraction Net to Gross Percentage Defined in the Measure Editor Indicated as decimal fraction. For example, 95% is 0.95 AM_NTGFractionOverride Net to Gross percentage override value Defined in the Applied Measure Editor Value only appears if entered in the Applied Measure Editor Indicated as decimal fraction. For example, 95% is 0.95 ESP® B-21 Column Description AMMeasureApplicationType Measure Application Type as selected in the Applied Measure Editor Selection determines if Measure is dual baseline and how the baseline values are used for the calculations AM_DeliveryType Delivery Type as selected in the Applied Measure Editor Selection determines if Measure is dual baseline and how the baseline values are used for the calculations M_EffectiveUsefulLife Effective Useful Life Defined in Measure Editor Number of years to use the first baseline savings M_RemainingUsefulLife Remaining Useful Life Defined in Measure Editor Number of years to use the second baseline savings AM_RemainingUsefulLIfeOverride Remaining Useful Life Override Defined in Applied Measure Editor M_MeasureType Measure Type Defined in the Measure Editor M_Sector Sector Defined in the Measure Editor M_EndUse End Use Defined in the Measure Editor M_BuildingType Building Type Defined in the Measure Editor M_ClimateZone Climate Zone defined for the organization AM_ElectricLoadShapeName Electric Load Shape Defined in Applied Measure Editor Either set by default or selected in the Applied Measure Editor AM_ElectricLoadShapeVersionNumber Version number of the selected Load Shape M_GSIA Gross Savings Installation Adjustment Defined in Measure Editor M_BaseCaseCost Base Case Cost Defined in Measure Editor M_MeasureCost Measure Cost Defined in Measure Editor M_CodeBaselineSavingskWh Code Baseline > Electric Savings Defined in Measure Editor M_CodeBaselinePeakSavingskW Code Baseline > Peak Load Savings Defined in Measure Editor ESP® B-22 Column Description M_CodeBaselineGasSavingsTherms Code Baseline > Gas Savings Defined in Measure Editor M_CodeBaselineWaterSavingsCCF Code Baseline > Water Savings Defined in Measure Editor M_ExistingBaselineSavingskWh Existing Baseline > Electric Savings Defined in Measure Editor M_ExistingBaselinePeakSavingskW Existing Baseline > Peak Load Savings Defined in Measure Editor M_ExistingBaselineGasSavingsTherms Existing Baseline > Gas Savings Defined in Measure Editor M_ExistingBaselineWaterSavingsCCF Existing Baseline > Water Savings Defined in Measure Editor ElementSavingsUnitsType Units for calculated savings ElementBaseline1Savings Total savings for element for first Baseline. First baseline is dependent on selection of Measure Application Data and Delivery Type See Dual Baseline Savings, Cost, and Measure Life for more details ElementBaseline2Savings Total savings for element for first Baseline. First baseline is dependent on selection of Measure Application Data and Delivery Type See Dual Baseline Savings, Cost, and Measure Life for more details ElementBaseline1YearCount Number of years using the first Baseline savings ElementBaseline2YearCount Number of years using the second Baseline savings value Value only provided if dual baseline measure ElementRateScheduleName Retail Rate selected for Measure ElementRateScheduleVersionNumber Version number of Retail Rate DE_AnnualizedDollarsPerUnit__<Year> ElementDescription Element Name ElementType Type of Element ElementValue__<Year> Value of the Element for the year indicated in column header Number of columns with values depends on total lifetime of the measure ElementNPV__<Year> Net Present Value of the Element for the year indicated in column header Number of columns with values depends on total lifetime of the measure ElementTestUsage_PAC Indicates if the element was used as Benefit or Cost for the PAC Test. Blank if Element is not used in calculation for PAC test ESP® B-23 Column Description ElementTestUsage_TRC Indicates if the element was used as Benefit or Cost for the TRC Test. Blank if Element is not used in calculation for TRC test ElementTestUsage_PCT Indicates if the element was used as Benefit or Cost for the PCT test Blank if Element is not used in calculation for PCT test ElementTestUsage_RIM Indicates if element was used as Benefit or Bost for the RIM test Blank if RIM test is not run or the Element is not used in the calculation of the RIM test ESP® B-24 A DDITIONAL H ELP If you have additional questions, contact technical support at the following: Support Team Contact Information CMUA Policy questions Request accounts ESP Technical software assistance Email: espportfolios.support@energyplatforms.com Phone: 866-258-6913 Phone answered 8 a.m. to 5 p.m. Central Time (6 a.m. to 3 p.m. Pacific Time)