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Energy Optimization Stephan Wollenburg & Katelyn Mazuera Agenda Energy Optimization (EO) Overview Then & Now: Heating Equipment Fuel Neutral Opportunities for Residential Customers Online Calculator Trainings


  1. Energy Optimization Stephan Wollenburg & Katelyn Mazuera

  2. Agenda  Energy Optimization (EO) Overview  Then & Now: Heating Equipment  Fuel Neutral Opportunities for Residential Customers  Online Calculator  Trainings  Educational Materials  Fuel Neutral Opportunities in C&I  Timing & Next Steps 2

  3. Energy Optimization  Energy Optimization is a holistic approach to customer-focused energy efficiency  Focuses on the total overall costs of energy and not reviewing individual fuel costs in isolation of each other  EO information seeks to educate customers on energy use and associated costs in an unbiased manner that allows their decision to be made based on their individual needs and motivations  Aligning with broader Commonwealth energy and greenhouse gas emissions reduction goals  “With the Program Administrators’ energy optimization approach, the goal going into a home is to provide customer education on every available option, including heat pumps and renewables, rather than pursuing only more efficient versions of what the customer currently has (e.g., a more efficient oil heating system to replace a standard oil heating system)… As the Department finds above, this approach is appropriately designed to deliver cost-effective savings with appropriate consideration of the long- and short-term rate and bill impacts that these strategies bring.” (Order at 155). 3

  4. Then & Now: Heating Equipment  Historically, customer recommendations were provided to reduce usage on existing fuel type Gas Conversion  The 2019-2021 Plan approval, allows a more holistic look at energy use Heat providing fuel neutral Pump education Existing Fuel  Customers will be Equipment provided information on Upgrade options to reduce overall energy use considering all fuel types 4

  5. Fuel Neutral Opportunities for Residential Customers Customer Energy Online Contractor Facing Specialist Calculator Training Educational Training Materials 5

  6. Goal of Online Calculator  Will be available on MassSave.com  Tool for Energy Specialists & Customers  Plan to allow users to make comparisons of heating fuels, equipment, and environmental impact  Calculator currently under development Operating Fuel GHG Fuel Costs Costs Consumption Emissions 6

  7. Energy Specialist Training  EO philosophy will be shared during Energy Specialist meetings  Heat pump strategy & overview presentation to contractors & energy specialists  Planned development of a fact-based recommendation matrix  Energy specialists will provide information to customers in an unbiased manner  Customers can make a decision based on their individual needs and motivations  Energy Specialists are proficient at identifying program eligible air sealing and weatherization opportunities, conducting combustion safety testing, and identifying lighting and HVAC upgrade opportunities  Customers must consult an HVAC Professional on specific cost and configuration details for various scenarios Delivered Gas Electric Fuels 7

  8. Fuel Neutral Recommendations at an HEA 1. Energy Specialist conducts assessment 2. Using the recommendation matrix, Energy Specialist presents unbiased information to customers on their various heating equipment efficiency improvement options 3. Access to educational information provided to customer on options 4. Information provided for customers to take next steps (heat pump information, contractor lists, gas conversion contacts) 5. Customers can make a decision based on their individual needs, motivations, and economic situation 8

  9. HVAC Contractor Training  EO/fuel neutral approach introduced at the annual Heating & Cooling conference in February 2019  New integrated controls strategy segment added to HVAC Check program training  Promote manufacturer trainings for integrated controls  Awareness of Online Calculator  Ongoing communications to contractors via emails, newsletters, etc.  Potential HERs rater trainings introducing fuel neutral opportunities in renovations and additions 9

  10. Customer Facing Educational Materials  Heat pump guide geared towards pre decision/install  Post installation Heat Pump & Integrated Controls operation guide  Information to help customers to assess various options is under development 10

  11. Customer Follow Up  PAs currently have robust follow up marketing plans include targeted direct outreach on measure recommendations  PAs are not recommending a particular option for customers, rather following up on any outstanding recommendations 11

  12. Fuel Neutral Opportunities for C&I Custom Approach Prescriptive Approach Coming soon! Retrofit and New Upstream Prescriptive offering for small businesses with Construction simple, residential-size, systems including small retail, service, healthcare and hospitality customers Eligibility Custom confirmation calculations Customer Online Contractor Facing Inspections and Calculator Training Educational Inspections and Materials incentive processing incentive processing 12

  13. Fuel Neutral Recommendations & Heat Pumps  PAs will strive to provide customers with information on all heating options to make an educated decision in their best interest  PAs target customer with best application for HP includes customers on a delivered fuel who want AC or are replacing AC  Many factors for customers considering heat pumps Current heating Customers Operating Install costs Comfort Home layout system age comfort with costs & technology performance 13

  14. Timing Activity Status Target Completion Online Calculator Under Development Q4 2019 Energy Specialist & In Process Ongoing Contractor Training Heat Pump Incentives Finalized Complete Contractor In Process Ongoing Communications Customer Educational Under Development Q3 2019 Materials Website Updates Under Development Ongoing  PAs targeting broad scale roll out integrating all components in Q4 2019 14

  15. Thank you Stephan Wollenburg Katelyn Mazuera National Grid Eversource Stephan.Wollenburg@national Katelyn.Mazuera@Eversource. grid.com com

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