SB 1149 Schools Program Changes and Guideline Revisions Oregon Department of Energy Salem, OR July 8, 2015
Agenda • Introductions • Stakeholder process recap • Changes to SB 1149 Schools Program • Program pilot changes • Next steps • Questions
Stakeholder Meetings (2014) • Seven (7) in-person meetings held around state • Two (2) online meetings (webinars) held • 117 stakeholder comments presented • 75 additional stakeholder questions answered
Stakeholder Process Goals • Make Program easier to use for all participants • Maintain or improve information accuracy and reliability • Improve Program processes • Provide more pathways to Program “graduation” • Incorporate Stakeholder input
And here’s what we came up with…
Program Change - Program Work Group Issue: No dedicated stakeholder group and forum to discuss and resolve Program issues Changes: • Create Program Work Group • Include stakeholders and ODOE • Hold recurring meetings (3-6 months) • Discuss/resolve issues that require additional debate
Program Change – Reimbursable Administrative Tasks Issue: Clarity on which administrative tasks are reimbursable and which are not Changes: • Revised list of reimbursable administrative tasks • Reimbursable administrative costs and associated Program requirements in Program Guidelines
Program Change – Energy Audits and Energy Audit Reports Issues: • Energy audit accuracy • Energy audit cost • Energy audit approval process time • Clarity on expectations for energy audit reports • Clarity on how long information in energy audit reports is valid
Program Change – Energy Audits and Energy Audit Reports (cont) Issues: • Clarity on how often an eligible building needs to be re-audited • Desire for targeted energy audits as a reimbursable expense • Better integration with other ODOE Programs
Program Change – Energy Audits and Energy Audit Reports (cont) Changes: • Integrated approach – Program Guideline changes – Energy audit and report updates – New Qualified Auditor RFQ – ODOE review enhancements • Continual improvement – Program Work Group – Pilot efforts
Program Change – Energy Audits and Energy Audit Reports (cont) Issue: Simplify energy audit reports Changes: • Reduced energy audit levels from three to one • Single template required for all Qualified Audit Firms
Program Change – Energy Audits and Energy Audit Reports (cont) Issue: Baseline adjustments Changes: • Eliminate the use of baseline adjustments
Program Change – Energy Audits and Energy Audit Reports (cont) Issues: Request for a single energy audit report template with clear expectations be developed and then required to use Changes: • Developed an energy audit report template that all Qualified Audit Firms must use • Clearly defined expectations • Required in
Program Change – Energy Audits and Energy Audit Reports (cont) Issues: Increase efficiency and turnaround for energy audit report approval Changes: • New Qualified Auditor RFQ with revised and clarified requirements for energy audits and reports (applications under review) • Single energy audit report template developed
Program Change – Energy Audits and Energy Audit Reports (cont) Issues: Increase efficiency and turnaround for energy audit report approval Changes: • Reduced number of energy audit levels • ODOE trainings for Qualified Audit Firms • Review: – Energy audit report/Energy efficiency measure – Improved ODOE review procedures
Program Change – Energy Audits and Energy Audit Reports (cont) Issues: Define useful life of information associated with identified eligible measures in energy audit reports Changes: • Most information on identified measures may be considered reasonably valid for five to ten years • If unsure contact ODOE
Program Change – Energy Audits and Energy Audit Reports (cont) Issue: Targeted energy audits Proposed Changes: • Allow targeted energy audits after all buildings have had a whole building energy audit or a waiver
Program Change – Energy Audits and Energy Audit Reports (cont) Issue: Frequency of re-auditing building is uncertain Proposed Changes: • Must first have an approved whole building energy audit or a building waiver for all eligible buildings • Re-audit only potential measures that are likely to be implemented if eligible
Program Change – Training and Certification Issue: Trainings and certifications intended to improve building operations (and save energy) are not always allowed Proposed Changes: • Allow for reimbursement of training and certification of school staff for ODOE approved Programs
Program Change – Tier System Issue: Tier system Proposed Changes: • Eliminate tier system • Allow for approved, eligible measures to be reimbursed up to measure life
Program Change – ODOE Support Issue: ODOE provide additional support to inform or train school staff and Qualified Audit and Commissioning Firms Changes: • ODOE will offer trainings on: – Program Guidelines – Reporting requirements – Energy auditing and commissioning requirements
Program Change – SID Improvements Issue: The Schools Interactive Database (SID) is cumbersome and needs a number of fixes and enhancements Changes: • Fix problems* • Add features* • Plan for additional improvements* *Already in progress
Program Change – Program Guideline Updates Issue: Program Guidelines need revisions, enhancements and more clarification Changes: • Program Guidelines updates include: – Corrected errors or inconsistencies – Better clarity and ease of use – Incorporation of Program changes
Program Change – Pilot Changes • Early successes – Program Process Improvements – More allowable, reimbursable expenses – Greater ease to Program “graduation” – Increased access to Energy Trust of Oregon • Future successes? • Future lessons learned
Next Steps ODOE Activity Estimated Timeframe Review Qualified Energy Audit Firm RFQs June 22 - August 31, 2015 SB 1149 Schools Program Changes Webinar July 8, 2015 SB 1149 Schools Program Work Group every 4-6 months SB 1149 Schools Program Trainings - Schools 1-2x/year SB 1149 Schools Program Trainings – Qualified 3x/year Audit Firms
Questions
Thank you Contact information Name Title Phone # Email Jon Belmont 503.373.7947 jonathon.belmont@state.or.us SB 1149 Schools Program Lead Christie Sphoon 503.373.7430 christie.l.sphoon@state.or.us SB 1149 Schools Program SB 1149 Program General information 503.378.4040 sb1149.sch@state.or.us
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