Liesel Whitney-Schulte, Program Manager, DLC Kyle Hemmi, Senior Energy Engineer, CLEAResult
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1 ROLE OF THE DLC
2 Liesel Whitney-Schulte, Program Manager, DLC Kyle Hemmi, Senior Energy Engineer, CLEAResult
3 Role of the DLC Partner in programming to help members accomplish their goals, and drive efficient lighting forward Distinguish high-performing products through the Qualified Product List Provides a platform for industry stakeholders to participate by facilitating thought leadership and informing product quality specifications Delivers tools, resources, and technical expertise Acts as the go-to expert for members 3
4 DLC Qualified Products List Today >196,000 products >1,500 participating manufacturers 5 Categories 20 General Applications 60 Primary Use Specialty Use Premium Performance Tier Searchable, sortable web-based database tool SSL information resource 4
5 Promote Collaboration Meetings Stakeholder Meeting Controls Summit Committee Industry Advisory Committee Stakeholder Input Process Technical Requirements and Policy Members Drive DLC direction Member and customer needs Savings goals SSL Technical CALC Advisory Committee Advisors Advise Members on key issues Key industry experts DLC Industry Provide industry input Technical expertise Market knowledge Industry Advisory Committee 5
6 Tools Available Webinars Updates to Program Requirements and Policy Tips & Tricks for Searching the QPL Quarterly Manufacturers & Lab Webinars Program updates & guidance Submitting products, understanding requirements Testing Requirements Efficiency Program summaries Category Development and Policy Wishlists (new) 6
7 Overview of EE programs EE Programs help utilities manage energy needs via Demand Side Management Program administration and management Program offering types Program mandates and regulatory structure Savings and Lifetime Verification 7
8 Overview of EE program management Program Administration/Implementation: Internal or 3 rd Party DLC and other QPLs are critical to: Determining savings kw (peak demand) and kwh (energy) Ensuring program cost-effectiveness Many have specific requirements Admin Costs and Measure life (lumen maintenance) is a part of that Developing a balanced Program Portfolio Need a mix of measures Each utility has different priorities and DLC fills those needs 8
9 Typical Program Offerings Prescriptive Incentive Custom Incentive New Construction Upstream/Midstream Renewable Direct Install Competitive Bid Self Direct 9
10 Every State & Program Is Different 25 States have EERS (as of May 2016) Many other utilities have voluntary programs Canadian programs Various levels Activity Funding Policy 10
11 Regulatory requirements Utilities require approval from regulators Energy efficiency is encouraged because it is far less expensive than adding generation capacity (avoided cost) Assigned goals for: Electric and Gas savings Emissions reduction Market transformation Other societal benefits 11
12 Funding from Ratepayers Investor-owned utilities are regulated Usually at state level (public service commission) Policy Varies from State to State Most require some kind of DSM program as part of rate setting Goal often set as % of electric sales Allowed to recover program costs for verified savings 12
13 Typical Rebate Process Check if funding available Purchase pre-qualified product lists DLC, CEE, ENERGY STAR Most are easily searchable Program specific lists Install lighting equipment Submit application form Include proof of purchase Invoice Pre-Approval Purchase Qualified Lighting Submit Application & Invoice Install Lighting Program reviews, processes and mails check 13
14 Program Verification of Savings Projects need energy savings review How we calculate savings: Default wattage based on TRM/evaluation or Product-specific wattages Adjustment factors Estimated useful life Default hours assumptions Vary by business type Non-peak for exterior Often require pre- and/or post-inspections 14
15 Evaluation Most programs have third-parties that evaluate performance to ensure transparency and credibility Verify accuracy of calculations, assumptions Adjustments to deemed savings and/or measure life Determine how much project influenced by program (attribution) The less influence, the less savings can be claimed for following program years May come back with positive or negative adjustment 15
16 Why Utilities Use DLC Important for risk-averse EE programs Individual program lists are inconsistent and expensive Lower administrative cost Reduces the need to manage exceptions DLC helps them: Validate savings & measure life Testing and verification requirements Inform (More now with Tiers) Program design, measure development New offer development Project analysis Limited assurance that products being applied in reasonable way Performance values reported Recognize that it s not perfect Inclusive and Equitable 16
17 Non-Qualifying Products What happens when a product isn t qualified? Some programs close the door; DLC/ES only Some programs will use LM-79/Lighting Facts or other alternative path Not practical Some programs don t care (LED anything) Advice: talk to the utility! May have flexibility around emerging products, new categories, etc. 17
18 Using DLC QPL data for program planning Estimates and Incentives (Specs and Database a good resource for this) Utilities use data to justify their program assumptions and decisions Savings, targets, incentive budgets, measure incentives, etc. Identify new program and measure opportunities 18
19 Why Update Requirements Revisions to raise the bar for performance or clarify requirements Differentiate top performing products in the market Evolve to accommodate changes in the market New categories expand the product range 19
20 DLC SSL QPL Revision History July 2011 TRT 1.6: Revision Modest Increases Nov 2012 TRT 1.7: New Categories Flood and Spot, Stairwell and Passageway, Retrofit Kits Expansion Apr 2013 TRT 2.0: Revision Significant Increases July 2014 TRT 2.1: New Categories Linear Ambient, Two Foot Linear Lamps, Retrofit Kits Expansion June 2015 TRT 3.0: Reorganization New Structure, Premium Tier, Specialty Nov 2016 TRT 3.1: New Categories No-Cutoff Wall Packs, Mogul Base HID Replacement Lamps, Retrofit Kits Expansion, UL Type C Linear Lamp Expansion June 2016 TRT 4.0: Revision Significant Increases 20
21 General DLC Development Process DLC Aggregates Requests/Suggestions for Development Maintain wish lists Spec Development (new primary uses) Spec Revision (new performance thresholds) Policy Development Policy Revision Prioritize wish lists periodically Active review with DLC Technical Committee Surveys of entire DLC Membership Prioritized tasks undertaken for development Any new spec development or program change goes through Stakeholder Input Process 21
22 Development Timeline Prioritization of wish list identifies topics for development Topics are evaluated, research, understood Draft proposals are circulated to Technical Committee TC feedback incorporated into draft for industry input via Stakeholder Input Process Stakeholder input received and summarized for discussion with TC Revisions made based on Stakeholder and TC input New policy released! 22
23 Category Development Requirements for specifications: Utilize luminaire level data Must be objective, broadly applicable Ensure savings over incumbent products Consider market share in prioritization process Needs to be significant to programs and manufacturers Opportunities for industry to engage Thorough, objective comments with documentation Evolving to include more industry input in the process through longer comment periods, scheduled revisions 23
24 Balancing Needs Pushing Efficacy Reducing Testing Burden Additional Product Metrics Informing Product Selection Compromising Quality Maintaining Rigor Manufacturer Cost Luminaire Level Requirements 24
25 Utility engagement in category development Member and Technical Committee meetings Periodic Wish List Survey Technical Committee Participation shape which categories are prioritized, Set requirements Membership Input Stakeholder/Industry Input Can Repeat Cycle 25
26 Industry Participation: Category Development Wish list suggestions Industry Advisory Committee Stakeholder input process Informed objective comments Solid documentation 26
27 Role of DLC in the Market Product differentiation Validate performance Tiers to differentiate very high efficacy Vehicle to connect members to manufacturers Spec development, meetings 27
28 DLC QPLs Product performance information Convenient list of luminaire level data Validation of product info Starting place to narrow selection Categories for most common product types Enables eligibility for some energy efficiency program incentives 28
29 What DLC is NOT Does not cover every product category Does not replace lighting professionals Does not guarantee best product for a given application Does not guarantee qualification for programs 29
30 DLC is a necessary tool + path of engagement Necessary tool to: Foster program admin efficiencies and savings verification Facilitate new or innovative program design or measures Helps push the efficacy envelope Facilitates industry interaction, understanding and involvement Create a consistent and level playing field with common rules and nomenclature Path of engagement that enables: Engagement with specific Utility programs in the planning and design process Engage in shaping the broader national direction of EE Programs 30
31 Thank you to our sponsors. Quality Assure d
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