E Source
                  Efficiency & Demand
                  Response Programs
                    Service Overview




                                           Adam Maxwell
                      Product Manager, Efficiency Services

www.esource.com                                    July 12, 2012
Agenda

     Introductions
     Who are we and what do we do?
     Ask member inquiries!!!
     Efficiency and Demand Response Programs
      Service
     Tools and resource to take advantage of
     How best-in-class utilities leverage E Source


                    Q&A Anytime
2                                           www.esource.com || © 2012 E SOURCE
Who Is E Source?
     Membership-based energy information and
      advisory service
     Utilities are our focus, but we also work with
      Fortune 500 corporate energy managers
     Unbiased research and analysis
         Fuel-neutral
         Product-neutral
         Vendor-neutral
         Program-neutral
     About 80 people on staff
     E Source is your resource
       Think of us as an extension of your staff
3                                                   www.esource.com || © 2012 E SOURCE
E Source Services for Utility Customers




4                               www.esource.com || © 2012 E SOURCE
E Source Service Structure


                    Member
                    Inquiries




              Research          Events




5                                        www.esource.com || © 2012 E SOURCE
Logging Into Our Web Site
    On your first visit, follow these steps:

       1. Go to www.esource.com

       2. In the right hand “Login” box, click the link “Register Now”


       3. Follow the instructions using Access Code: Ask your EERS!

       4. An activation link will be sent to your e-mail; click the included link to
          activate your account

       5. Check the “remember me” box next time you log in




6                                                                     www.esource.com || © 2012 E SOURCE
Member Inquiries: Best Way to
    Leverage E Source!




7                              www.esource.com || © 2012 E SOURCE
Member Inquiry Scenario
    Your task:
         Recruit more contractors to perform energy
                    efficiency installations

    Where to even begin…?
                 Submit a member inquiry!

           How have other utilities incentivized
            contractors to join their trade ally
                        network?


8                                        www.esource.com || © 2012 E SOURCE
Example Inquiries
    Do you have information on what utilities will look like 5 years from now?



     What are the drivers behind utility DSM            Is DSM dying…?
                   programs?


    How much energy savings are utilities            How do utilities measure
        claiming from K-12 EE kits?                 rebound from DLC events?



             Contacts for Business Cooling Efficiency
                            programs


                           Is there a definition for “deep savings?”

9                                                           www.esource.com || © 2012 E SOURCE
DSM-Related Member Inquiries




10                             www.esource.com || © 2012 E SOURCE
Program-Specific Member Inquiries




11                             www.esource.com || © 2012 E SOURCE
Efficiency and Demand Response
     Programs Service
       The E Source Efficiency and Demand Response Programs Service
       identifies industry best practices and offers proven guidance on program
       structures and innovative design for your energy-efficiency and demand-
       response programs to improve their effectiveness

      Service assists utilities with:
        What programs to include in DSM portfolios
        Designing the most effective DSM programs
        Evaluating programs, new and old alike
        Benchmarking programs and portfolios
        Understanding who’s doing what in DSM
        Network with peer utilities




12                                                         www.esource.com || © 2012 E SOURCE
Program Design




13                    www.esource.com || © 2012 E SOURCE
Improving Programs




14                        www.esource.com || © 2012 E SOURCE
Benchmarking Programs & Portfolios




15                             www.esource.com || © 2012 E SOURCE
DSM Portfolio Management




16                              www.esource.com || © 2012 E SOURCE
Evaluation Guidance




17                         www.esource.com || © 2012 E SOURCE
Benchmarking Programs
     My program is   Are you sure?
      Fantastic!




                                         I think so…?




18                               www.esource.com || © 2012 E SOURCE
Direct-Load Control Benchmarking




19                             www.esource.com || © 2012 E SOURCE
Low-Income Programs Benchmarking




20                           www.esource.com || © 2012 E SOURCE
How Utilities Allocate DSM Budgets




21                              www.esource.com || © 2012 E SOURCE
Who Doesn’t Love A Re-Org?




                            Source: aliansi2000.com




22                                    www.esource.com || © 2012 E SOURCE
DSM Tracking Systems




23                          www.esource.com || © 2012 E SOURCE
Wireless Meter Opt-Out Policies




24                              www.esource.com || © 2012 E SOURCE
Behavioral Programs – All the Rage
        K-12 school competitions
        Continuous energy improvement
        Energy challenges
        Social norms
        Energy use feedback
        Education & awareness
        Energy teams
        Subsidized energy managers




25                                       www.esource.com || © 2012 E SOURCE
DSMdat – Who’s Running This
     Program?




26                            www.esource.com || © 2012 E SOURCE
DSMdat – Program List




27                           www.esource.com || © 2012 E SOURCE
DSMdat – Program Details




28                              www.esource.com || © 2012 E SOURCE
EDRP Research
 DSM Programs Research                                    DSM Portfolio Management Research

 • Efficiency Beyond Widgets: C&I Behavioral Program      • Structuring Implementation RFPs: A Guide to Maximizing Value
   Options                                                  from Contractors

 • Managing the Uncertainty of Building Modeling in       • Do They Qualify? Trade Ally Screening Practices
   New Construction Programs
                                                          • Justifying Initially Cost-Ineffective Programs
 • Do You Have What It Takes to Implement a Deep
   Energy Retrofit Program?                               • Selling Out Isn’t A Good Thing: Avoiding Rebate Oversubscription

 • Industrial Energy-Efficiency Technologies and          • A Review of Wireless Meter Opt-Out Policies
   Program Strategies
                                                          • How to Choose the Optimal DSM Tracking System


 Evaluation Research
                                                          Benchmarking Research
 • Cracking the Code: Approaches to Claiming Savings
   From Building Codes                                    • Low-income weatherization benchmarking
                                                          • Direct-Load Control Program Benchmarking (upcoming)
 • Behavior Counts: Claiming Behavior-Based Savings
   from Subsidized Energy Manager Programs

 • Repository of Publicly Available Technical Reference   Leaders Group Calls and Web Conferences
   Manuals
                                                          • Small Business Programs Leadership Call
 • Net vs. Gross Savings: Who’s Doing What and Why        • Demand-Response Leadership Call
                                                          • DSM Tracking and Management Systems

29                                                                                           www.esource.com || © 2012 E SOURCE
My E Source Landing Page




30                              www.esource.com || © 2012 E SOURCE
Google ≠ DSM: Ask Member Inquiries!


                             Ask about DSM
                            programs and
                            technologies!!

                              NO LIMIT to
                                number of
                              questions you
                                 can ask!


31                              www.esource.com || © 2012 E SOURCE
Leaders Group Calls




32                         www.esource.com || © 2012 E SOURCE
Web Conferences




33                     www.esource.com || © 2012 E SOURCE
Staying on Top of E Source Research




34                             www.esource.com || © 2012 E SOURCE
Best Ways to Leverage E Source

     1.   Ask member inquiries
     2.   Attend leader calls and web conferences
     3.   Subscribe to newsletters & LinkedIn
     4.   Participate in E Source research
     5.   Utilize DSMdat
     6.   Request conference calls
     7.   Actively lean on us!




35                                          www.esource.com || © 2012 E SOURCE
25TH ANNUAL E SOURCE FORUM
October 2–5, 2012
Westin Denver Downtown Denver, Colorado

Tuesday, October 2, in conjunction with the Forum:
    8th Annual Account Management Summit
    Fall 2012 Customer Experience Executive Council
    Fall 2012 DSM Executive Council
    Fall 2012 Tech Strategy Roundtable
    Fall 2012 Utility Marketing Executive Council

For more information visit
www.esource.com/forum2012
Questions?




                                       Adam Maxwell
                             Product Manager, Efficiency Services
                          303-345-9143 adam_maxwell@esource.com




                            Access Code: Ask your EERS!


     Have a question? www.esource.com/question
37                                                                  www.esource.com || © 2012 E SOURCE

Efficiency & Demand Response Programs service from E Source

  • 1.
    E Source Efficiency & Demand Response Programs Service Overview Adam Maxwell Product Manager, Efficiency Services www.esource.com July 12, 2012
  • 2.
    Agenda  Introductions  Who are we and what do we do?  Ask member inquiries!!!  Efficiency and Demand Response Programs Service  Tools and resource to take advantage of  How best-in-class utilities leverage E Source Q&A Anytime 2 www.esource.com || © 2012 E SOURCE
  • 3.
    Who Is ESource?  Membership-based energy information and advisory service  Utilities are our focus, but we also work with Fortune 500 corporate energy managers  Unbiased research and analysis  Fuel-neutral  Product-neutral  Vendor-neutral  Program-neutral  About 80 people on staff  E Source is your resource  Think of us as an extension of your staff 3 www.esource.com || © 2012 E SOURCE
  • 4.
    E Source Servicesfor Utility Customers 4 www.esource.com || © 2012 E SOURCE
  • 5.
    E Source ServiceStructure Member Inquiries Research Events 5 www.esource.com || © 2012 E SOURCE
  • 6.
    Logging Into OurWeb Site On your first visit, follow these steps: 1. Go to www.esource.com 2. In the right hand “Login” box, click the link “Register Now” 3. Follow the instructions using Access Code: Ask your EERS! 4. An activation link will be sent to your e-mail; click the included link to activate your account 5. Check the “remember me” box next time you log in 6 www.esource.com || © 2012 E SOURCE
  • 7.
    Member Inquiries: BestWay to Leverage E Source! 7 www.esource.com || © 2012 E SOURCE
  • 8.
    Member Inquiry Scenario Your task: Recruit more contractors to perform energy efficiency installations Where to even begin…? Submit a member inquiry! How have other utilities incentivized contractors to join their trade ally network? 8 www.esource.com || © 2012 E SOURCE
  • 9.
    Example Inquiries Do you have information on what utilities will look like 5 years from now? What are the drivers behind utility DSM Is DSM dying…? programs? How much energy savings are utilities How do utilities measure claiming from K-12 EE kits? rebound from DLC events? Contacts for Business Cooling Efficiency programs Is there a definition for “deep savings?” 9 www.esource.com || © 2012 E SOURCE
  • 10.
    DSM-Related Member Inquiries 10 www.esource.com || © 2012 E SOURCE
  • 11.
    Program-Specific Member Inquiries 11 www.esource.com || © 2012 E SOURCE
  • 12.
    Efficiency and DemandResponse Programs Service The E Source Efficiency and Demand Response Programs Service identifies industry best practices and offers proven guidance on program structures and innovative design for your energy-efficiency and demand- response programs to improve their effectiveness  Service assists utilities with:  What programs to include in DSM portfolios  Designing the most effective DSM programs  Evaluating programs, new and old alike  Benchmarking programs and portfolios  Understanding who’s doing what in DSM  Network with peer utilities 12 www.esource.com || © 2012 E SOURCE
  • 13.
    Program Design 13 www.esource.com || © 2012 E SOURCE
  • 14.
    Improving Programs 14 www.esource.com || © 2012 E SOURCE
  • 15.
    Benchmarking Programs &Portfolios 15 www.esource.com || © 2012 E SOURCE
  • 16.
    DSM Portfolio Management 16 www.esource.com || © 2012 E SOURCE
  • 17.
    Evaluation Guidance 17 www.esource.com || © 2012 E SOURCE
  • 18.
    Benchmarking Programs My program is Are you sure? Fantastic! I think so…? 18 www.esource.com || © 2012 E SOURCE
  • 19.
    Direct-Load Control Benchmarking 19 www.esource.com || © 2012 E SOURCE
  • 20.
    Low-Income Programs Benchmarking 20 www.esource.com || © 2012 E SOURCE
  • 21.
    How Utilities AllocateDSM Budgets 21 www.esource.com || © 2012 E SOURCE
  • 22.
    Who Doesn’t LoveA Re-Org? Source: aliansi2000.com 22 www.esource.com || © 2012 E SOURCE
  • 23.
    DSM Tracking Systems 23 www.esource.com || © 2012 E SOURCE
  • 24.
    Wireless Meter Opt-OutPolicies 24 www.esource.com || © 2012 E SOURCE
  • 25.
    Behavioral Programs –All the Rage  K-12 school competitions  Continuous energy improvement  Energy challenges  Social norms  Energy use feedback  Education & awareness  Energy teams  Subsidized energy managers 25 www.esource.com || © 2012 E SOURCE
  • 26.
    DSMdat – Who’sRunning This Program? 26 www.esource.com || © 2012 E SOURCE
  • 27.
    DSMdat – ProgramList 27 www.esource.com || © 2012 E SOURCE
  • 28.
    DSMdat – ProgramDetails 28 www.esource.com || © 2012 E SOURCE
  • 29.
    EDRP Research DSMPrograms Research DSM Portfolio Management Research • Efficiency Beyond Widgets: C&I Behavioral Program • Structuring Implementation RFPs: A Guide to Maximizing Value Options from Contractors • Managing the Uncertainty of Building Modeling in • Do They Qualify? Trade Ally Screening Practices New Construction Programs • Justifying Initially Cost-Ineffective Programs • Do You Have What It Takes to Implement a Deep Energy Retrofit Program? • Selling Out Isn’t A Good Thing: Avoiding Rebate Oversubscription • Industrial Energy-Efficiency Technologies and • A Review of Wireless Meter Opt-Out Policies Program Strategies • How to Choose the Optimal DSM Tracking System Evaluation Research Benchmarking Research • Cracking the Code: Approaches to Claiming Savings From Building Codes • Low-income weatherization benchmarking • Direct-Load Control Program Benchmarking (upcoming) • Behavior Counts: Claiming Behavior-Based Savings from Subsidized Energy Manager Programs • Repository of Publicly Available Technical Reference Leaders Group Calls and Web Conferences Manuals • Small Business Programs Leadership Call • Net vs. Gross Savings: Who’s Doing What and Why • Demand-Response Leadership Call • DSM Tracking and Management Systems 29 www.esource.com || © 2012 E SOURCE
  • 30.
    My E SourceLanding Page 30 www.esource.com || © 2012 E SOURCE
  • 31.
    Google ≠ DSM:Ask Member Inquiries! Ask about DSM programs and technologies!! NO LIMIT to number of questions you can ask! 31 www.esource.com || © 2012 E SOURCE
  • 32.
    Leaders Group Calls 32 www.esource.com || © 2012 E SOURCE
  • 33.
    Web Conferences 33 www.esource.com || © 2012 E SOURCE
  • 34.
    Staying on Topof E Source Research 34 www.esource.com || © 2012 E SOURCE
  • 35.
    Best Ways toLeverage E Source 1. Ask member inquiries 2. Attend leader calls and web conferences 3. Subscribe to newsletters & LinkedIn 4. Participate in E Source research 5. Utilize DSMdat 6. Request conference calls 7. Actively lean on us! 35 www.esource.com || © 2012 E SOURCE
  • 36.
    25TH ANNUAL ESOURCE FORUM October 2–5, 2012 Westin Denver Downtown Denver, Colorado Tuesday, October 2, in conjunction with the Forum:  8th Annual Account Management Summit  Fall 2012 Customer Experience Executive Council  Fall 2012 DSM Executive Council  Fall 2012 Tech Strategy Roundtable  Fall 2012 Utility Marketing Executive Council For more information visit www.esource.com/forum2012
  • 37.
    Questions? Adam Maxwell Product Manager, Efficiency Services 303-345-9143 adam_maxwell@esource.com Access Code: Ask your EERS! Have a question? www.esource.com/question 37 www.esource.com || © 2012 E SOURCE