PROPOSED KEY PERFORMANCE INDICATORS (KPI) AND NEW REPORTING - PowerPoint PPT Presentation

PROPOSED KEY PERFORMANCE INDICATORS (KPI) AND NEW REPORTING REQUIREMENTS ► March 20, 2019

INTRODUCTION ► 2019-2021 Term Sheet indicated PAs will report on up to 6 additional mutually agreed upon KPIs in quarterly reports ► Presentation intended to: − Present final proposed KPIs − Describe additional PA reporting requirements www.ma-eeac.org Proposed KPIs and New Reporting | 2

RESIDENTIAL KPIS KPI Purpose • Shows success of PAs efforts to secure Recommendation to installation conversion rate and # of customer participation • Current calculation includes customers measures installed (discussions still ongoing with PAs) with no weatherization opportunity • Assesses the success of the PAs’ various # of measures by end use (air sealing, insulation, heating new strategies • Aggregates data currently available and systems, air conditioners, hot water, thermostats, and lighting) does so in timelier manner • Assesses implementation of energy Heating system recommendations by fuel and type (discussions still optimization in a timely manner ongoing with PAs) www.ma-eeac.org Proposed KPIs and New Reporting | 3

C&I KPIS KPI Purpose • Provides timely insight into lighting Ratio of lighting controls projects to total lighting projects by electric PA projects with controls • Controls will be critical to maintaining high savings levels • Highlight best practices • Provides more timely data to Electric and gas net lifetime savings from custom HVAC projects and understand program performance • HVAC savings important as lighting number of projects by PA market transforms • Provides insight into a. For electric, % of non-lighting turnkey initiative savings comprehensiveness of C&I turnkey b. For gas PAs, % of non-aerator initiative turnkey initiative savings Note: Reporting KPIs by PA subject to MSD data protection rules . If measure counts are less than 15, results will not be reported. www.ma-eeac.org Proposed KPIs and New Reporting | 4

OTHER NEW REPORTING: QUARTERLY REPORTS ► Items identified in Term Sheet, Council Priorities, 3-yr Plan, and DPU Order ► Items reported quarterly, biannually, or annually ► PAs will report # of approved applicants within the biannually on: moderate income initiative # of approved applicants that result in weatherization jobs # of participants by zip code broken out by: • Res initiatives minus moderate income offering • Moderate income offering • Low income initiatives Small business savings, budgets, and participation across all C&I initiatives www.ma-eeac.org Proposed KPIs and New Reporting | 5

OTHER NEW REPORTING: QUARTERLY REPORTS ► Other quarterly report topics (quarterly, biannually or annually) include : − Active Demand Reduction − Integrated Res Program Design − Passive house − Participants − Customer Profile Studies − Street lighting − Small business − New initiatives − Equitable participation − Data management − All fuel savings − Lawrence, Andover and North Andover (CMA) − Applying lessons learned www.ma-eeac.org Proposed KPIs and New Reporting | 6

DPU ORDER REQUIREMENTS: PLAN YEAR AND TERM REPORTS ► DPU Order requested PAs provide several items in PA annual and term reports ► 2019 Plan Year Report − Update on enhancements to address sector barriers, including the municipal partnership strategy − Explanation of how recommendations from administrative cost study have been adopted − Proposal for more refined MMBtu conversion method − CMA detailed report on EE in Lawrence, Andover and North Andover ► 2021 Term Report − Evidence of reasonableness of non-competitively procured costs www.ma-eeac.org Proposed KPIs and New Reporting | 7

DPU ORDER REQUIREMENTS: TRACKING RENTERS ► DPU order directs PAs to track and report the number of renter participants by dwelling unit ► Additionally, DPU order directs PAs to track and report all readily available Mass Save participant data by: − Renter or owner status − Income-level − Primary language www.ma-eeac.org Proposed KPIs and New Reporting | 8

ADDITIONAL REPORTING TO DPU CLC/Eversource EEAC recommendation Compliance filing on DOER/PA Report agreement on if ADR agreement not daily dispatch storage to DPU on RGGI DOER/PA EEAC ADR reached offer Funding Report to CLC/Eversource recommendation Compliance filing DPU on RGGI agreement on if ADM agreement on daily dispatch Funding ADM not reached storage program July 2019 Winter 2019/2020 www.ma-eeac.org Proposed KPIs and New Reporting | 9

THANK YOU Questions? ► March 20, 2019