CCC/IOU Energy Efficiency Partnership 2017 Strategic Plan August 2017 Overview The CCC/IOU Energy Efficiency Partnership was created to encourage energy efficiency investments and foster best practices in the California Community College System. The state s four investor-owned utilities (IOUs), including Pacific Gas & Electric (PG&E), Southern California Edison (SCE), Southern California Gas Company (SCG), and San Diego Gas & Electric (SDG&E), have partnered with the California Community College (CCC) Chancellor s Office and the CCC Districts to provide technical assistance, financial incentives, and project support for energy efficiency improvements to the CCC system statewide. This Partnership was initially formed during the CPUC 2006-2008 Energy Efficiency Program Cycle. The program was renewed for the 2009 Bridge cycle, the 2010-2012, 2013-2015 Program Cycles, and now with the 2017 CPUC program extension. This 2017 Strategic Plan describes the Mission of the CCC/IOU Partnership and the key strategies, program elements, and a work plan to achieve program goals. It also serves as an informational aid to Community College Districts to facilitate their participation in the Partnership. The 2017 Strategic Plan can be accessed at the Partnership website at: http://www.cccutilitypartnership.com/ CCC-IOU Energy Efficiency Partnership Mission Statement The CCC/IOU Energy Efficiency Partnership advocates, promotes and supports energy efficiency in the California Community College system by leveraging resources from the Community College Districts, the Community College Chancellor's Office, the four California Investor Owned Utilities, and the State of California. This unique Partnership results in achieving common goals for energy use reduction, cost savings, and fostering a more sustainable future. Key Strategies The following key strategies are employed by the Partnership to realize this Mission: Acquiring available sources of funding, fostering best management practices, and implementing a collaborative model with Community Colleges and their partners Educational outreach accomplished through regional workshops, seminars, trainings, and campus visits Promotion of existing and support of developing energy efficiency programs which benefit community college efforts to advance their level of energy efficiency on site Supporting the community colleges in the implementation of the California Clean Energy Jobs Act of 2012 (Proposition 39) by leveraging the infrastructure of the Partnership for the identification, installation, and timely close out of energy projects to ensure program fiscal accountability 2017 CCC-IOU Partnership Strategic Plan FINAL 081517 Page 1
Program Elements The CCC/IOU Partnership consists of the following Core Program Elements as priorities for energy project implementation. These Program Elements guide the day-to-day operation of the Partnership and provide focus to more effectively meet the Mission of the program. Energy Efficiency Retrofit Projects Monitoring Based Commissioning (MBCx) and Retro Commissioning (RCx) depending on IOU territory and CPUC approval of programs New Construction and New Construction Design Assistance (Savings by Design) Outreach and Marketing Training and Education Implementation of Key Strategies and Program Elements in 2017 The following Work Plan will be employed by the Partnership to implement the strategies and program elements described above. Many elements of this Work Plan have been employed successfully in the Partnership since its inception in 2006. With the evolution of the Partnership and the changing needs of the colleges, it has been necessary to stay flexible and modify or add to this Work Plan to meet the challenges of achieving energy efficiency at the Community Colleges. This ability to change and meet current needs is a key attribute of the program, and will be a critical element through 2017 and beyond. Continue to provide effective leadership through the Executive and Management Teams to guide the Partnership to meet its Mission (Team structure and details below) Provide more effective Outreach & Education to campuses. There are over ten conferences and events that the Partnership will either be hosting or attending in 2017, including Campus Forums, Northern, Far- Northern, and Southern California Facilities Officers Summits, and conferences such as the California Higher Education Sustainability Conference. Partnership presence at these events will focus on the dissemination of time-sensitive information to the Districts and direct one-on-one assistance and support. Each of the four IOUs are in regular contact with their Districts, ensuring that District needs are met throughout Partnership project identification, implementation and closeout processes. The structure of the Partnership and focus of the Management Team were realigned to better achieve Outreach goals in January of 2017, as described more fully below Support Districts' implementation of Energy Savings Master Plans Recognize and support high-performing Districts and campuses Advocate for broader acceptance and implementation of MBCx and RCx projects throughout the system (programs as available) Implement utility Integrated Demand Side Management (IDSM) programs and projects Support for the CCC Board of Governors Annual Energy and Sustainability Awards Encourage the adoption of the CCC Sustainability Template at Districts and campuses to identify energy efficiency opportunities Maintenance of program website that articulates program elements and requirements, provides access to appropriate data and forms, news, up-to-date event information, past conference presentations and key information that may be valuable for CCC Districts A quarterly Partnership Newsletter will be distributed to all Community College Districts to communicate important initiatives, priorities, and helpful information 2017 CCC-IOU Partnership Strategic Plan FINAL 081517 Page 2
Provide customized and flexible Partnership program offerings that best meet the needs of campuses Encourage consistent participation of a core group of Management Team members to focus on program implementation to provide continuity and expertise for program activities Support the CCCs and Chancellor's Office in the implementation of Proposition 39, the Clean Energy Jobs Act of 2012. This is accomplished by leveraging the Partnership infrastructure for outreach and education to Districts, project identification and development technical assistance, and project-level M&V. The CCC Proposition 39 Implementation Guidelines define the processes, roles, and responsibilities of the Districts, Chancellor's Office, and IOUs for the program. The Guidelines can be downloaded from the CCC/IOU Partnership website at: http://www.cccutilitypartnership.com 2017 Proposition 39 Project Development, Funding, and Project Close-out Priorities Fiscal Year 2017-2018 represents the fifth and final Year of the Proposition 39 program. By leveraging the infrastructure from the Partnership, districts have identified over 800 projects to date since 2013 and received $127 million in Proposition 39 funds for their installation. These projects have resulted in the creation of over 1,000 new jobs for the state of California (project data as of April 2017). To build on these successes and closeout the program, the Chancellors Office has established the following priorities: Encumber all remaining Prop 39 funds (Years 1-5) no later than May 11, 2018, or any remaining funds must be returned to the state All funded projects will need to be installed and completely closed out with all forms and back-up data submitted by June 28, 2019 Partnership Management Structure The IOUs, Chancellor s Office, and CCC Districts each contribute personnel, resources, and technical, administrative and financial skills to achieve the program's goals. The Partnership's strategic and operational direction is established and executed by teams established to function in a shared governance manner to implement program activities. The Program Administrative and Management (PAM) consultant, Newcomb Anderson McCormick (NAM), manages and coordinates the Partnership s activities statewide. A consultant Outreach Manager assists the Partnership with marketing to campuses. Team structure and membership was revised in January of 2017 to better manage Partnership activities toward meeting program goals. The structure is summarized in the table below and described more fully in the paragraphs that follow. 2017 CCC-IOU Partnership Strategic Plan FINAL 081517 Page 3
CCC/IOU Partnership Team Structure, Roles, and Membership Function Purpose/Role Membership Meeting Frequency Executive Team Set Partnership goals and strategies. IOU Exec Team members Chancellor s Office PAM Once/quarter Management Team Outreach Team (to support Regional Meetings and Conference Presentations) Implement goals and strategies established by Exec Team Manage program costs Outreach and education Training Obtain feedback Four IOU Program Managers Chancellor s Office District representatives PAM Regional IOU Account Representatives Outreach Manager (Ron Beeler) Chancellor s Office PAM (as needed) The team structure for each Partner organization is described in more detail below: Executive Team Once/quarter in conjunction with ACBO FTF Twice quarterly to support CCC regional forums, or as necessary to support conference attendance Membership o Senior level membership from the CCC Chancellor's Office, the IOUs, and the PAM Roles and Responsibilities o Engagement and support from CCC and IOU senior level management to foster Partnership success o Set long term strategic direction and approach, and portfolio-level decision-making for the Partnership o Set parameters for budgeting, financial issues, portfolio management, and performance criteria o Advocate for Partnership and communicate regulatory requirements and CPUC directions o Support Management Team activities, including overall strategies as well as targeted strategies o Meetings held quarterly in Sacramento Management Team Membership o Team members include representatives of the CCC Chancellor s Office, several CCC Districts, the IOU s, and the PAM Roles and Responsibilities o Manage Program related activities of Partnership in collaboration with Executive Team guidance o Establish Partnership operating policies and procedures with approval from Executive Team o Review IOU progress toward energy savings goals o IOUs verify and the PAM reports savings of completed projects o Evaluate Partnership project types, technologies, and other initiatives to determine and share best practices o Track and report out on action Items 2017 CCC-IOU Partnership Strategic Plan FINAL 081517 Page 4
o o o Support the CCCs and Chancellor's Office with Proposition 39 implementation Meetings held quarterly, one day prior to the ACBO Facilities Task Force meetings in Sacramento. The IOUs will send appropriate representation as needed to the Task Force meetings to communicate Partnership status and engage Task Force members The Management Team will be responsible for the approval of Outreach activities and responsibilities, as described below. Outreach Team Outreach activities will be performed by the IOU Account Representatives. As applicable, assistance will be provided by the consultant Outreach Manager and supported by the PAM. There will not be formal, statewide Outreach Team meetings, but the IOU Account Representatives and the Outreach Manager should meet informally as necessary to accomplish required tasks. Outreach activities will include but may not be limited to the following: Participation in regional Community College meetings, such as the Nor Cal Facilities Summit, Far North Facilities Summit, and the Southern California Facilities Officers meetings to improve outreach, provide training, and gain feedback from colleges. The regional meetings generally occur quarterly, and Partnership participation will be planned and led regionally by the IOUs based on meeting location. As circumstances permit, regional meetings could combine a Partnership session during the full agenda and a one-hour round-table with districts after the meeting to obtain direct two-way communications and feedback. Participation in Community College regional meetings is a key strategy of the Partnership and an important role of the Outreach Team. Plan and implement regional stand-alone full-day Campus Forums to provide a focused venue to communicate Partnership goals, information, and obtain feedback from Districts to improve Partnership responsiveness. Forums to be held at a Community College campus with other regional Districts invited. Campus Forums should be planned and led regionally by the IOUs based on meeting location and should be scheduled to avoid conflicts with standing District regional meetings. IOU Account Managers will assist campuses with project identification, project development, and preparation of Project Applications Develop and coordinate training sessions Coordinate conferences, prepare and deliver conference presentations, and identify and document best practice program elements Develop and implement communication strategies to Districts focused on delivering energy savings. Examples include newsletters, best practices case studies, and Chancellor s Office communications Communicate results of ad hoc meetings and action items to the Management Team through the IOU Program Managers Attached to this document is a Program Process Flow Chart and a Roles & Responsibilities Matrix that reflects the team responsibilities described above. 2017 CCC-IOU Partnership Strategic Plan FINAL 081517 Page 5
Program Incentives Participating campuses may receive financial incentives within an IOU service territory for implementing energy efficiency projects. Districts should collaborate with their IOU Account Representatives on viability and eligibility of energy efficiency. Program Energy Savings Goals The proposed energy savings goals and associated incentive budgets by IOU territory for the 2017 Partnership year is described in the table below. However, the Partnership will endeavor to fund all qualified energy efficiency projects. 2017 Partnership Goals IOU kw kwh Therms Funding PG&E 200 4,000,000 200,000 $1,400,000 SCE 873 5,019,048 - $1,204,572 SCG - - 171,000 $256,500 SDG&E 250 1,542,750 25,000 $386,004 Total 1,323 10,561,798 396,000 $3,247,076 Goals as of June 2017. 2017 CCC-IOU Partnership Strategic Plan FINAL 081517 Page 6
Key Contacts and Roles CCC Chancellor's Office Mario Rodriguez mrodriguez@cccco.edu (916) 324-9508 Executive and Management Team member Carlos Montoya cmontoya@cccco.edu (916) 322-1438 Executive and Management Team member Hoang Nguyen hnguyen@cccco.edu (916) 327-5363 Management Team member CCC Districts Fred Diamond fdiamond@citruscollege.edu (626) 914-8691 Medhanie Ephrem mephrem@lbcc.edu (562) 938-5998 Peter Hardash Hardash_Peter@rsccd.edu (714) 480-7340 Tom Macias tmacias@miracosta.edu (760) 795-6691 Jose Nuñez nunezj@smccd.net (650) 642-7151 Kim Jones joneski@butte.edu (530) 879-6144 Christine Miktarian Christine.miktarian@scccd.edu (559) 244-5917 Management Team member (Citrus College) Management Team member (Long Beach City College) Management Team member (Rancho Santiago CCD) Management Team member (Mira Costa College) Management Team member (San Mateo CCD) Management Team member (Butte CCD) Management Team member (State Center CCD) Tim Flood Tflood@swccd.edu (619) 482-6310 Management Team member (Southwestern College) PG&E Leif Christiansen LMCm@pge.com (415) 973-8643 Executive Team member Mike Foster M2FX@pge.com (415) 973-0759 Energy Programs Supervisor Alison Erlenbach A1EG@pge.com (415) 973-8359 Aaron Keough A1KX@pge.com (530) 889-3243 Karen Loida K2L5@pge.com (805) 595-6354 Program Manager, Management Team member, manages and coordinates all Partnership activities in PG&E territory Account Representative, District outreach Account Representative, District outreach SCE Kimberley Rodriguez Kimberley.Rodriguez@sce.com (626) 302-0515 Executive Team member Robert Carbajal robert.a.carbajal@sce.com (909) 367-5014 Energy Programs Supervisor Holly Merrihew holly.merrihew@sce.com (626) 302-3257 Lisa Hannaman Lisa.Hannaman@sce.com (714) 325-2537 Amy Discher Amy.Discher@sce.com (714) 401-2580 Program Manager, Management Team member Account Representative, District Outreach Account Representative, District Outreach 2017 CCC-IOU Partnership Strategic Plan FINAL 081517 Page 7
SCG Becky Estrella BEstrella@semprautilities.com (213) 244-3648 Executive Team member Paulo Morais PMorais@semprautilities.com (213) 244-3246 Energy Program Supervisor Gustavo Sevilla GSevilla@semprautilities.com (213) 447-0891 SDG&E Program Manager, Management Team member, manages and coordinates all Partnership activities in SCG territory Michelle Costello MCostello@semprautilities.com (858) 637-7957 Executive Team member Christopher Nanson CNanson@semprautilities.com (858) 654-6466 Robert Maderazo RMaderazo@semprautilities.com (858) 568-8723 Statewide Outreach Manager Program Manager, Management Team member, manages and coordinates all Partnership activities in SDG&E territory Account Representative, District Outreach Ron Beeler ronbeeler@fpps.us (714) 267-7209 Statewide Outreach Manager Program Administrative and Management (PAM) Consultant Newcomb Anderson McCormick Matt Sullivan Matt_Sullivan@newcomb.cc (415) 896-0300 Steve Clarke Steve_Clarke@newcomb.cc (415) 896-0300 Jena Leipold Jena_ Leipold@newcomb.cc (415) 896-0300 Josh Babcock Josh_Bancock@newcomb.cc (415) 896-0300 Daniela Aramayo Daniela_Aramayo@newcomb.cc (415) 896-0300 Overall Program Manager and Management Team member Southern California Program Support Project tracking and reporting, Portfolio Manager Coordination Database Management, Project Tracking and Reporting Project tracking and reporting Southern California 2017 CCC-IOU Partnership Strategic Plan FINAL 081517 Page 8
CCC/IOU Energy Efficiency Partnership 2017 Strategic Plan Exhibits Policies, Procedures, Forms The attached documents, policies, and procedures that describe the process and logistics used to implement the Partnership. A. CCC/IOU Partnership 2009 Letter Agreement The Letter Agreement between the lead IOU SDG&E and the CCC Chancellor's Office dated 12/18/09 describes the broad goals of the Partnership and each party s responsibilities for its implementation. B. Partnership Process Flowchart and Responsibilities Matrix A high-level process flowchart that describes the logistics of the CCC/IOU Partnership implementation process, as well as the Proposition 39 Responsibilities Matrix describing team member roles. C. Project Applications and Instructions The required project application and execution forms, with instructions, can be accessed from the CCC/IOU Partnership program web site: http://www.cccutilitypartnership.com/ D. Supporting Documents and Guidelines New Measure Approval Process (attached) Travel Policy and Approval Forms (attached) CCC Proposition 39 Implementation Guidelines http://www.cccutilitypartnership.com/ New Management Team Member Appointment Process 2017 CCC-IOU Partnership Strategic Plan FINAL 081517 Page 9
Exhibit A
Exhibit A
Exhibit A
Proposition 39 Project Implementation Process Exhibit B Prop 39 Project Implementation Process Utility Incentive Process Phase I: Definition/Scope Phase II: Review Phase III: Design/Imp. Phase IV: Final EM&V Utility Incentive Requested? Y Execute Utility Incentive Agreement with District Step 10 Energy Project Implementation Receive Incentive Payment District/Campus Project Development to Support Proposition 39 Funding Applications Step 3 Develop Call For Projects List (Utility Assist) Step 5 N Submit Proposition 39 Funding Applications to CCCCO Step 6 Submit Utility Incentive Application Step 9 Fully Develop Project Workscope, Schedule, and Contracts for Project Implementation Step 11 District Submit Project Completion Documents to CCCCO and Utilities Step 13 Utilities Outreach/ Education to Districts (Assist Role) Review and Approve Utility Incentive Application (Due-Diligence) Mgmt Team Review Approve Utility Incentive or Loan (OBF) Amount Utility Inspect & Verify Project for Incentive (for Utility Projects Only) CCCCO Step 2 Deploy Project Identification and Development Templates/Standards Step 1 Outreach/ Education to Districts Step 4 Screen Projects (Triage) (Utility Assist) Update Funding Application per Utility Review, Submit Funding App to CCCCO (if appropriate) Review and Approve Proposition 39 Funding Applications Step 7 Step 8 Distribute Proposition 39 Funds to Districts Step 12 Perform Prop 39 Final EM&V (Leverage Utility EM&V) Step 14 Compile Annual Expenditure Reports from Districts and Submit to COB Please refer to the Prop 39 Funding Request Process Flow Chart for more detail regarding Prop 39 requests and transfers. 4/24/2015 CDE-CCC Process Flow_080613_v6
Exhibit B Exhibit B California Community Colleges Proposition 39 Energy Implementation Guidelines Tasks and Responsibility Matrix April 2016 Responsibility Step No. Description CCCCO District Utilities 1 Enhanced Outreach to Districts L A 2 Deploy Project Identification and Development Templates/Standards X 3 Develop and Update Call for Projects List A L A 4 Screen and Prioritize Projects L A A 5 Project Development to Support Applications A L A 6 Submit Prop 39 Project Application to CCCCO and Utility A L A 7 Review and Approve Prop 39 Project Application L A 8 Distribute Prop 39 Funds to District X 9 Fully Develop Project Workscope, Schedule, and Contracts for Project Implementation X 10 Energy Project Implementation X 11 Proposition 39 Project Installation Completion Notification X 12 Perform Final Prop 39 Project Level M&V L A 13 Prepare Annual Proposition 39 Expenditure Report X 14 Compile Annual Expenditure Reports and Submit to COB X Key: X = Sole Responsibility L = Lead Responsibility A = Assist as necessary Page 1 of 1
EXHIBIT D1 5 IOU Management Team Outreach Team
EXHIBIT D2 CCC/IOU EE Partnership 2013-2015 Management and Outreach Team Travel Expense Reimbursement Policy Issue Date: January 1, 2013 Purpose The CCC/IOU EE Partnership Management Team has issued this policy in an effort to better control travel expense costs and budgets. All Partnership participants shall adhere to this policy when conducting travel for Partnership activities. Policy and Procedures When traveling to non-standing meetings or activities, all Management and Outreach Team members, as well as other participants in Partnership activities, shall complete and submit a Travel Request Form (attached) for reimbursement. The completed Request Form shall be submitted to the cognizant IOU Program Manager of the applicable territory. Travel to standing meetings (e.g. Management Team or Outreach Team) or approved conferences do not require a Travel Request Form. CCC IOU Travel Policy 2013-2015 Page 1 of 1 Newcomb Anderson McCormick
EXHIBIT D3 CCC/IOU EE Partnership Travel Request Form 2013-2015 Name: Affiliation: Meeting Name: Meeting Location and Address: Purpose/ Justification: [Please Explain] Meeting Agenda [Please Describe] Hotel Name and Address: Number of nights stayed: Estimated Hotel Cost: $ Please indicate whether you will be traveling by car, plane, or train: If by plane, estimated cost: If by rental car, estimated cost: If by train, estimated cost: $ $ $ Total estimated travel cost: $ *Please submit completed form to IOU program manager in territory where travel will occur. CCC IOU EE Travel Request Form 2013-2015 Page 1 of 1 Newcomb Anderson McCormick
Management Team Member Appointment Process REVISED May 24, 2017 The CCC/IOU Partnership Management Team will consist of members from the CCC Chancellor s Office, CCC Districts, representatives from each of the IOUs, and the Program Administrative and Management (PAM) consultant. The Chancellor s Office and the IOUs will designate individuals from within their organizations to be members of the Management Team. Team members from the CCC Districts will be volunteers from the Facilities or Business Operations departments within a District. The participation goal for CCC District members on the Management Team will be, at a minimum, two District representatives from each IOU territory. In addition, it will be a goal to have diverse regional representation, e.g. northern, central, and southern California, as well as coastal and inland regional representation. A mix of Facilities and Business Operations members is encouraged. As vacancies on the Management Team occur, the remaining members will strive to recruit new District representatives to the team. New District members will be appointed to the Management Team according to the following process: 1. Any current Management Team member may identify, recruit, and nominate a potential new District member. 2. The nomination of the new member shall be reviewed first by the CCC Chancellor s Office. 3. If approved by the Chancellor s Office, the nomination will be brought before the full Management Team for ratification at the next scheduled meeting. 4. If approved by a majority vote, the nominated party will be invited to the next regularly scheduled meeting as a full member of the Management Team. 5. The nomination and approval process will be documented in the meeting minutes by the PAM. Management Team Member Appointment Process 052417