Bringing Energy Efficiency to Customers

Transcription

1 Bringing Energy Efficiency to Customers 1

2 Today s Presentation History and purpose of supplemental funding Cycle of implementation How we coordinate 2016 Savings PGE activities Pacific Power activities 2 2 2

3 History and purpose of supplemental funding SB 838 established supplemental funding for electric efficiency in 2007 Additional services for residential and small/medium commercial and industrial customers; large customers (>1aMW) are exempt PGE and Pacific Power retain a small portion of supplemental funds to promote and support customer engagement in Energy Trust programs Utility activities are planned and coordinated with Energy Trust Utility expenditures reported in Energy Trust annual reports and included in benefit cost calculations Regular process evaluations of Energy Trust programs include utility activities, and engage utility staff 3 3

4 Energy Trust Utility Energy Trust & Utility Quantify potential Evaluate Action Plan Concepts Estimate costs Report Annual Implementation Cycle Iterate and feedback Implement w/utility coordination Budget Agreement Tariff adjustment 4 4

5 How we coordinate Early engagement in program planning for new activities and feedback; annual revenue and reserves Bimonthly leadership meetings to surface and resolve coordination issues Marketing and outreach coordination on annual plans and implementation activities Monthly customer data exchange and annual meeting Incorporation of utility activities and staff interviews as part of major program evaluations Periodic planning sessions to identify future strategies Special initiatives: pilots, field collaboration 5 5

6 2016 electric savings results Exceeded electric efficiency goals 60 amw total savings Low levelized cost at 2.6 cents per kwh By utility: 108% of PGE goal 110% of Pacific Power goal 6

7 SB 838 Marketing & Outreach Efforts 2016 Annual Report Carol Dillin VP, Customer Strategies & Business Development 6/13/2017

8 Strategy and Approach PGE uses 838 funds (Schedule 110) to increase customer participation in Energy Trust s energy efficiency programs and meet PGE s IRP goals. All SB838 activity is designed to encourage customers to participate in Energy Trust programs PGE & Energy Trust Collaboration Coordination of marketing & outreach plans Continuous planning & coordination meetings Sharing PGE s customer communications Portland General Electric 8

9 Residential Efforts and Impact Bonnie and Howard Block of Woodburn enjoying their ductless heat pump. 9

10 Residential Energy Efficiency Process Marketing/ Awareness Customer Projects Energy Trust Incentives Portland General Electric 10

11 2016 Summary Targeted marketing = Direct mail, , and bill inserts Newsletters provide information to enhance SB838 activity 15 Promotions 66,000 Residential customers participating in Energy Trust Programs Portland General Electric 11

12 Heat Pump Installation Process Marketing/Awareness Request for Quote Field Specialist Trade Ally Management and QA Trade Ally Installations Portland General Electric 12

13 Heat Pump Promotion - Case Study First winter promotion in conjunction with PGE on-bill repayment program Customer data analytics allows for effective targeting Targeted customers: Zonal electric heat or electric furnace/old heat pump Result: 146 leads to Energy Trust trade allies Portland General Electric 13

14 838 Residential Results Learnings Interest in heat pumps remains strong:1,436 leads generated to PGE-approved contractors compared to 1,408 in ,765 customers received an Energy Trust incentive compared to 1,483 in PGE performed quality assurance to understand contractor response time to customers who requested quotes for heat pumps. Success Energy Saver Kit marketing was extremely successful. One from PGE resulted in 10,112 of the 18,651 total kits ordered by PGE customers in First winter promotion to highlight on-bill repayment for ductless heat pumps resulted in 146 leads to contractors. PGE has improved the heat pump purchase experience by influencing contractors who were slow to respond to leads generated by PGE offers. Improvement Improve data sharing to further enhance engagement. Portland General Electric 14

15 Commercial Efforts and Impact Sonrise Church located in Hillsboro with the help of our Outreach Specialist Steven Binder upgraded both exterior and interior lighting to LEDs. 15

16 Marketing & Outreach Process Marketing/ Awareness Outreach Efforts Requests for Consultation Outreach Team Qualified Leads to the Energy Trust Portland General Electric 16

17 2016 Summary Outreach team increases awareness and participation in Energy Trust programs 6 promotions 55 outreach events Tactics include presentations to chambers, business alliances, associations, non-profits, and seminars 1,346 requests for consultations Marketing efforts drive customers to the outreach team for onsite consultations 917 leads to Energy Trust Portland General Electric 17

18 Commercial Lighting Sweepstakes Case Study The sweepstakes pays up to $1,000 for 10 winners toward an energy efficient project when it qualifies for Energy Trust incentives. Messaging to upgrade commercial lighting less hassle and maintenance for LEDs. The PGE spring sweepstakes campaign continues to be a very successful method of customer engagement resulting in 31% of marketing leads to PGEs Commercial Outreach team. Resulted in 323 requests for consultations and 201 leads to Energy Trust. Portland General Electric 18

19 838 Commercial Results Learnings Success Businesses continue to value energy efficiency: PGE generated 916 leads to Energy Trust in 2016 compared to 718 in 2015 (28% increase) Reduced SmartWatt program incentives decreased the marketing response. In 2015 we were able to promote that the program could cover 80% of the cost of projects. Eliminated customer barriers to receive energy efficiency consultations. Sweepstakes campaign remains the most successful engagement tactic generating 31% of marketing leads. More opportunities for fluorescent to LED conversions due to increased cost effectiveness and customer interest. Outreach specialists provided customers with 207 occupancy sensor plug strips for desktop computers. Improvement Incentives are limited for HVAC equipment sized for most small/medium businesses. Portland General Electric 19

20 Appendix 20

21 Energy Saver Kits Case Study 18,651 total Energy Saver Kits delivered in 2016 The promotion in May resulted in 10,112 requests for Energy Saver Kits, 54% of total PGE customer Energy Saver Kits delivered by Energy Trust in Portland General Electric 21

22 Commercial LED Lighting Promotion Case Study Letter and targeting customers who could benefit from switching from incandescent spot lighting to LEDs. First time customers were given outreach specialists contact information instead of contacting PGE call center or using web form to request consultation. The ability to directly contact outreach specialist improved the percentage of marketing leads that resulted in leads to Energy Trust from 55% in a similar promotion in 2015 to 77%. The total number marketing leads generated increased from 112 to 136, an increase of 22%. Portland General Electric 22

23 Communications & Outreach 2016 Annual Report Cory Scott Director, Customer Solutions

24 Approach Provide an essential service Strong top of mind awareness Promote Energy Trust programs Educate customers Communications Outreach

25 Collaborative Planning Annual calendaring Regular meetings and communication Budgeting Check ins

26 Objective & Strategy Increase awareness and participation Focus on rural Oregon Cost efficient, high impact methods Save energy, save money

27 Co-Branded Impact 37,237,166 impressions 1.3 million bill inserts 34,545 direct mail 24,815 s

28 Customer Workshops Lighting HVAC Small Industrial Agriculture Benchmarking

29 Ice Rink Checks Energy Costs Bill Collier Community Ice Arena Upgraded to LEDs Building controls Variable frequency drive Savings of 100,000 kwh per year

30 Outcomes 2016 Customer satisfaction surveys show: 71% of customers believe the company is doing a good job of having programs to help customer use energy efficiency. 49% of customers have taken action in the past year to save energy. 69% are aware that Pacific Power partners with Energy Trust of Oregon to offer incentives and rebates for home energy efficiency improvements. As determined from Energy Trust data, Pacific Power regional/rural customer participation in programs remains stable.

31 Looking Forward Customer awareness Regional participation Workshop series Targeted community efforts Program support

32 Thank you. Carol Dillin, PGE Cory Scott, Pacific Power Mike Colgrove, Energy Trust of Oregon 32