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HomeMy WebLinkAbout2003 Conservation Plan.pdf,..~ 7'1 IDAHO POWER COMPANY PO. BOX 70 BOISE, IDAHO 83707 RECEIVED mFILED 200lAPR 15 PH3:S9 An IDACORP Company liJt\H0 r)UBLlC UTILITIES C0l1MlSSJON MAGGIE BRILl Director, Pricing (208) 388-2848 FAX (208) 388-6449 MAIL rmbrilz(illidahopower.com April 15, 2003 Ms. Jean D. Jewell Commission Secretary Idaho Public Utilities Commission 472 West Washington Street PO Box 83720 Boise , Idaho 83720-0074 RE:2003 Conservation Plan Dear Ms. Jewell: Enclosed please find four copies of the 2003 Conservation Plan. If you have any questions , please direct them to Paul Werner at (208) 388-2669 or feel free to call me directly. MB:ma Enclosures Sincerely, 77J~ Maggie Brilz Ric Gale Bart Kline Greg Said Paul Werner ~~R An IDACORP Company h/-c.. RECEIVED m Uf~ F\lEO 0 (I?~L~I ~rr-k'S ~ 2003 APRI5 PH "tOI ~~lj \OAHU \JUBUC ~"J /- ) UTiLITIES COMMiSSION Gfi" Conservation Plan April 15, 2003 Table of Contents Introduction........... ............. ............. ........... ........ ..................... ........ ............. ............... The Energy Efficiency Advisory Group (EEAG)....................................................... 2 . Lighting Coupon Program.......................................................................... ................ 2 School Building Operator Training ....... ...................... ....... ...... .......... ......... ............... 3 Conservation and Renewables Discount (C&RD) Programs ..................................... 4 Energy Efficiency Packets................................. ,........................................... ............. 4 Manufactured Home Energy Checkup..................................... ..................... .............. Low- Income Weatherization Assistance (LIW A) ...................................................... 6 Oregon Residential Weatherization (Schedule 78)..................................................... 7 Oregon Commercial Audit (Schedule 82) .................................................................. 8 Northwest Energy Efficiency Alliance ................ ..... ..................... ....... ...................... 9 Looking Ahead.......................... ............................ ............ ................................. ......." 9 Appendix A: Annual Demand-Side Management Report ....................................... Appendix B: Annual C&RD Report for Fiscal Year 2002...................................... 26 Appendix C: Northwest Energy Efficiency Alliance Market Activities Report ..... Introduction Demand-side management (DSM) at Idaho Power made significant strides in 2002. The most important developments to report for last year involve the formation of a new advisory group, the availability of new funding sources, and the introduction of new programs. On April 30, 2002, the Energy Efficiency Advisory Group (EEAG) held its first meeting. On May 2 , the company filed a DSM implementation plan with the Idaho Public Utilities Commission (IPUC). On May 13 , the IPUC issued Order No. 29026 creating a 5% DSM tariff rider. And on May 16, the company hired a program specialist to manage new DSM programs funded through the Conservation and Renewables Discount (C&RD) from the Bonneville Power Administration (BP A). During the course of the year, Idaho Power spent $2.1 million promoting energy efficiency, including payments of $1.3 million to the Northwest Energy Efficiency Table 1.Expenditures for Energy Efficiency in 2002 Program Payments to the Northwest Energy Efficiency Alliance Payments to Low Income Weatherization Agencies Lighting Coupon Program Conservation & Renewables Discount Program Administration Manufactured Home Energy Checkup Oregon Commercial Audit, Schedule 82 Energy Efficiency Packets Energy Efficiency Advisory Group Oregon Residential Weatherization , Schedule 78 School Building Operator Training Other Related Costs Incurred by Idaho Power Total Energy Efficiency Costs Utility Cost 277,274 312 091 243 054 55,640 26,135 200 910 513 116 214 171 143 103 Training in 2002 paid for in 2003. Alliance. The level of expenditures was the highest since 1999, and it is anticipated to increase this year. The Idaho DSM tariff rider provides approximately $2.6 million on an annual basis to fund programs. The C&RD credit from BP A, which can only be used for demand-side programs or renewable resources, amounts to roughly $525,600 per year. With these new sources of funds and in cooperation with the new advisory group, Idaho Power is actively designing and implementing new DSM programs. The Energy Efficiency Advisory Group (EEAG) The company recommended the creation of the Energy Efficiency Advisory Group in its compliance filing in response to Order No. 28922, and the Idaho Public Utilities Commission directed the formation of the group in Orders Nos. 28894 and 28993. The group consists of 13 members representing customers, special interest groups and state agencies, together with two representatives from Idaho Power. The EEAG met four times in 2002 , and its activities and recommendations concerning the use of tariff rider funds are detailed in the "Annual Demand Side Management Report" of January 30 2003, attached as Appendix A. The group s expenditures of$2 513 shown in Table 1 are the amount of rider funds used in 2002 to facilitate meetings. Lighting Coupon Program The Lighting Coupon Program was the first new program developed in consultation with the EEAG and funded by the Idaho tariff rider. Beginning on October , 2002 , the company distributed coupons good until the end of the year for $3 off the price of Energy Star compact fluorescent light (CFL) bulbs. Two coupons were sent to 359 000 residential and small commercial customers, and additional coupons were distributed throughout the program. Ecos Consulting coordinated coupon redemption and worked with over 128 participating retail stores. A massive communications effort involving public events at an historic building and at three community centers, co-op advertising and information booths in the stores radio ads, print ads in 18 newspapers, educational articles, brochures, a toll-free phone number, online information at the company s web site, and repeated messages in the monthly bills alerted customers to the valuable coupons and the benefits of efficient lighting. By the time the coupons expired on December 31 , customers had redeemed 453 of them, which yielded an estimated combined annual savings of3 135 577 kilowatt-hours. Expenditures in 2002 for this program amounted to $243 054. The final cost for this phase of the lighting coupon program is expected to reach $450 000, and a second phase is planned. School Building Operator Training The second program endorsed by the EEAG was a five-day training program for building operators from school districts across the company s service territory in Idaho. Organized by the Idaho Department of Water Resources and conducted by the Northwest Building Operators Association, the course covered heating, cooling, ventilation, control systems, and lighting, as well as energy efficient operation and maintenance practices. Training was held in Boise on November 13 , 14, 15 20 and 21. Rider funds were used for the $400 course fee per participant, the $135 registration for the Idaho Energy Conference November 20-, lodging, and meals. The total costs of the training added up to $36 084. This amount is not included in the 2002 DSM expenditures because it was not paid until 2003. Some additional costs for a follow-up survey are anticipated. Thirty-three operators of elementary and secondary (K-12) school buildings registered for the course, 30 operators completed the training, and 28 received Building Operator Certification. Building operator certification has been promoted and evaluated in the region by the Northwest Energy Efficiency Alliance, which projects that this training will result in average annual savings of 117 425 kWh per certified operator. While this regional savings estimate based on a mix of building types may not be directly applicable to the school building operators in the Boise training, clearly the school districts can expect significant benefits. Conservation and Renewables Discount (C&RD) Programs Conservation and Renewables Discount funding from the Bonneville Power Administration (BPA) began in October 2001. The company has used these funds to provide Energy Efficiency Packets, Manufactured Home Energy Checkups, and supplemental Low-Income Weatherization Assistance to customers, as well as to cover program administration costs. Appendix B contains the Idaho Power Annual C&RD Report for Fiscal Year 2002. Energy Efficiency Packets As reported last year, the company spent $85 175 in 2001 and distributed 7 608 Energy Efficiency Packets in December of that year, achieving an annual savings 405 125 kWh. In 2002, Idaho Power continued to distribute Energy Efficiency Packets purchased in 2001 to low-income and high-usage residential customers. The packets contained an Energy Star CFL bulb , information about saving energy, and a list of organizations offering financial assistance. A total of 2 617 packets were distributed last year: 1 923 by mail, 69 by field service representatives, and 625 by volunteers in Rake- Up Boise, a program sponsored by the Neighborhood Housing Association to assist residents needing help with yard work. An additional 308 compact fluorescent light bulbs were given to customers at various meetings and conferences. The electricity savings from the CFLs distributed in 2002 is estimated to be 155 757 kWh per year. Expenditures in 2002 were $4 910. The company is continuing to distribute the remaining Energy Efficiency Packets. Funding for this program is provided by the C&RD credit from the BP Manufactured Home Energy Checkup The Manufactured Home Energy Checkup pilot program seals duct leaks in manufactured or mobile homes. In addition, the program installs two compact fluorescent light bulbs and a new furnace filter in each home. Participants also receive an extra furnace filter for future use. Idaho Power launched the pilot program in October 2002 with Climate Crafters an organization focused on performance-based efficiency measures hired to train and manage the duct sealing of an initial group of homes in Payette and Pocatello. After the training in the fall of 2002, the contracted HV AC (heating, ventilation, and air conditioning) dealers completed 14 jobs that included duct testing and sealing and 3 jobs that required only duct testing. The first 17 jobs resulted in an estimated savings of 989 kWh per year. The Energy Checkup pilot is being funded by the C&RD credit provided by the BP A. Expansion of this program beyond the pilot phase is expected by the end of2003. Low-Income Weatherization Assistance (LlWA) Since 1989, Low-Income Weatherization Assistance has been a public-purpose program to make energy services more affordable to low-income customers. Idaho Power provides grants to local non-profit agencies participating in state-run weatherization programs in Idaho and Oregon to supplement federal funding of weatherization projects. The agencies recruit candidates and qualify households for the program using the state eligibility requirements. The state programs are administered in Idaho by the Department of Health and Welfare, Bureau of Benefit Program Operations, and in Oregon by the Department of Human Resources, State Housing & Community Services Department. For all weatherization jobs in Oregon and those in Idaho funded by the C&RD the dwellings must be electrically heated and all measures must provide cost-effective electricity savings. For the remaining jobs in Idaho, the program is fuel-blind and allows some health and safety measures. Idaho Power typically pays 50% of the cost of qualifying measures plus a $75 administration fee per dwelling. The program also funds weatherization of buildings occupied by tax-exempt groups. In 2002, LIW A provided $18 040 to help five nonprofit organizations in Idaho: the Aberdeen Senior Center, the El-Ada Community Action Agency in Boise, the Garden Valley Library, the Mahoney Family Safety Center in Salmon, and the Port of Hope Transitional Living Center in Twin Falls. LIW A activity by agency and state is shown in Table 2. The 272 jobs completed in Idaho include 75 electrically heated homes weatherized using $55 966 provided Table 2.Low-lncome Weatherization Assistance in 2002 Weatherization JobsAgency EI-Ada Community Action Agency, Inc. Canyon County Organization on Aging, Inc. South Central Community Action Agency, Inc. Southeastern Idaho Community Action Agency Eastern Idaho Special Services Agency, Inc. Idaho Subtotal Malheur Council on Aging (Oregon) Total 272 303 Utility Cost $119 989 77,712 51,365 33,390 862 $287,318 773 $312 091 through the C&RD from the BPA. The 75 jobs funded through the C&RD save an estimated 311 347 kWh per year, and the 31 weatherization jobs completed in Oregon in 2002 save an estimated 68 323 kWh. Electricity savings are not reported for the fuel- blind program in Idaho. Oregon Residential Weatherization (Schedule 78) This statutory program requires the annual notification of all residential customers in Oregon to inform them how to obtain energy audits and financing for energy conservation measures. To qualify for an Idaho Power audit or financing, customers must have electric space heat. The program offers loans at 6.5% interest or cash payments of 25% of the cost-effective portion of recommended measures. Loans for measures that are not cost-effective are also available at a higher interest rate, but the maximum total loan amount is $5 000 per dwelling, and loans are subject to credit approval. The maximum cash payment is the installed cost of the measures excluding labor by the owner, up to 000 per dwelling. In 2002, the company received 36 inquiries, performed 24 audits, and provided two cash payments for $292 and $304. The total costs of the energy conservation measures installed were $23 971 and reported annual savings amounted to 4 580 kWh. Besides the cash payments of$596, program costs included $1 520 for uncollectible accounts. All audits were for single-family homes, and none of the participants were identified as being low income. The company does not estimate the energy savings resulting from the audits. This year, the company will again notify all residential customers of this program and honor all requests for audits and financing from qualified customers. Oregon Commercial Audit (Schedule 82) This statutory program requires that all commercial building customers in Oregon be notified every year that information about energy saving operations and maintenance measures for commercial buildings is available and that commercial energy audit services can be provided, normally at no charge. Customers using more than 4 000 kWh per month may receive a more detailed audit but may be required to pay a portion ofthe costs. In 2002, there were 31 inquiries about commercial audits, and 16 audits were performed. Employees conducted 11 audits, and EnerTech Services carried out 5 audits on behalf of the company at a cost of $2 000. The expenditures last year include $3 200 paid in 2002 for 8 audits performed in 2001. The company does not monitor which audit recommendations are implemented and does not estimate energy savings for this program. This year, the company will again notify all commercial customers ofthis program and provide audit services to qualified customers who request them. Northwest Energy Efficiency Alliance Idaho Power is a member of the Northwest Energy Efficiency Alliance, a regional group striving to improve energy efficiency through market transformation. In 2002 , the company paid $1 277 274 to the Alliance on a system basis. Idaho s share ofthe payments was $1 219,797 (95.5%) and Oregon s was $57 477 (4.5%). These amounts do not include other costs to participate in the Alliance, such as employees' time and travel that were expensed by the company. In Idaho, funding for the company s participation in the Alliance was authorized through 2004 by Order No. 28333 in Case No. IPC-99-13. The Oregon Public Utility Commission has also approved the company s expenditures for the Alliance, and the expenditures for 2002 were recovered in the amortization of the company s Oregon DSM balance as established in Order No. 98-448 from Case No UE-1 07 . The company does notestimate the energy savings associated with its expenditures to participate in the Alliance. Idaho Power relies on the Alliance to report the energy savings and other benefits of the Alliance s regional portfolio of initiatives. The breadth ofthe portfolio can be seen in the Market Activities Report attached as Appendix C, and additional information about the Alliance s activities can be obtained by visiting www.nwalliance.org on the web, or by phoning 1-800-411-0834. Looking Ahead In 2003 , the conservation and DSM efforts at Idaho Power continue to grow. The company recently hired a program manager and is currently recruiting participants for the Residential Air Conditioner Cycling Pilot Program in Boise and Meridian. This program was recommended by the EEAG and approved by the IPUC on March 17, 2003 , in Order No. 29207. The second phase of the Lighting Coupon Program is scheduled to begin on Earth Day, April 22, 2003, at Costco stores in Boise and Twin Falls. Other programs under development include the following: An irrigation program for existing and new pumping systems. An AirCare Plus pilot program for small commercial rooftop HV AC systems. A Super Good Cents Manufactured Home program. A full roll-out ofthe Manufactured Home Energy Checkup program now limited to Pocatello and Payette. The company is also considering possible programs for commercial/industrial customers and residential new construction. In the future as in the past, Idaho Power will continue to use available funding to help our customers improve their lives and our environment through greater energy efficiency. Appendix A Annual Demand-Side Management Report ~JI& An IOACORP Company Annual Demand Side Management Report January 30 , 2003 2002 DSM Tariff Rider Report In Order No. 29026, the Idaho Public Utilities Commission (IPuq directed Idaho Power to "file an annual written report to the Commission detailing: the Advisory Group s recommendations, the Company response to those recommendations, the associated program costs, the DSM accounting numbers, customer response data and infOI111ation on new DSM opportunities This report reviews those issues in three sections. Section I addresses program description, costs and customer response as well as the Advisory Group s recommendations for that program and Idaho Power s response. Section II reviews the rider funding and expenses and Section ill provides infOI111ation on Idaho Power s efforts to look at new DSM opportunities. I. Program details, Advisory Group recommendations and the Company s response to those recommendations Since the foI111ation of the Energy Efficiency Advisory Group (BEAG) in spring, 2002, the group has met five times. The results of the first meeting, which was held on April 30, 2002, were reported to the Idaho Public Utilities Commission (IPuq in a report filed May 2, 2002. Subsequent meetings were held July 11 th , September 5th November 14th and January 9th , 2003. The EEAG consists of 13 customer state agency and special interest representatives and two representatives from Idaho Power. Meeting minutes and other meeting materials are provided to all EEAG members, including IPUC staff, and are available upon request. As of January 2003 the EEAG has recommended implementing three specific customer DSM programs that have a combined total estimated budget of $1 710 000. These programs and the timefuune for their implementation are: Program Lighting Coupon Program School Operator Training Budget $850 000 $50 000 Timefuune September 2002 - April 2003 November 2002 - December 2002 Page 1 Air Conditioner Cycling Pilot Program $810 000 March 2003 - December 2004 The major activity for the Lighting Coupon Program was conducted during the fall, 2002; however, several aspects of the Program will continue until April, 2oo3.The classroom component of the School Operator Training Program was implemented in November, 2002. Idaho Power filed an application with the Commission on December 23, 2002, requesting approval to implement the Air Conditioner Cycling Program (Case No. IPC-E-02-13). Lighting Coupon Program Program description Starting October 17th, Idaho Power sent a brochure and two $3 coupons to 359,465 residential and small commercial customers. These coupons could be used toward the purchase of Energy Star labeled compact fluorescent light (CFL) bulbs fi"om participating retail stores. Ecos Consulting was hired to coordinate coupon redemption and to work with the participating retail stores. Idaho Power staged a fairly aggressive public relations campmgn designed to educate our customers about the characteristics of CFL bulbs and to let our customers know of the coupon availability. Prior to the coupon mail-out, "ticklers" were inserted in customer bills, articles were printed in the Consumer Connection and messages were printed on the bill envelopes. Through these various means of communication, the Company attempted to alert customers to the presence of the coupons in their bills so they would not throw them away or destroy them. The program campaign kicked off with an announcement during the Alexander House Energy Star Open House with Governor Kempthorne on August 20, 2002. During October and early November Idaho Power sponsored three launch events at community shelters to help upgrade the lighting in the facilities and provide a forum for local news coverage. Launches were held at the Ike Kissler Safe House in Twin Falls, the Bannock House in Pocatello and at City Light Home For Women and Children in Boise. Radio ads were placed starting mid-October through mid-December and print ads were placed Page 2 in 18 newspapers across the service territory. Idaho Power was able to place two large educational infonnation articles in the Idaho Statesman discussing bulb selection, placement, characteristics and disposal, and all print ads had an educational message. Idaho Power worked with retail stores across the service territory to sell Energy Star CFLs and accept the coupons. Customers could look up infonnation about the program on the Idaho Power web site and locate participating retail stores near them. addition, there was a toll free phone number available for customers to use for assistance in locating participating retail stores.During the campaign, program field personnel manned infonnation booths at stores to answer questions and promote the program. These booths were a successful way to understand customer concerns and promote sales. Idaho Power offered co-op advertising to retail stores to promote program and several stores ran their own ads. Idaho Power distributed extra coupons to customers who called our Customer Service Center and requested extra coupons. Meter readers and linemen handed out coupons to customers they encountered during their workday. Coupons were included in high bill packets, and extra coupons were delivered to senior centers and community centers. The coupons expired December 31 , 2002. Savings estimates are based on regional evaluations and indicate an annual reduction of 67.5 kWh per bulb when compared to an equivalent incandescent bulb. Program costs and customer response Preliminary results as of January 15, 2003, show over 32 000 coupons redeemed. The budget for this program is $850 000. Actual expenditures to date are approximately $321 471. Final participation numbers for the coupon program will be available in February 2003, but appear to be well below the desired target penetration of 15% (or 108 000 coupons). considered. Therefore, a second phase of promotions is currently being Program numbers thus far show that of the coupons redeemed, 9% were redeemed by small commercial customers and 91 % were redeemed by residential customers. This breakdown is roughly the same ratio of those mailed out and indicates that both residential and small commercial customers redeemed the bulbs at roughly the same rate. Page 3 Over 128 retail stores that sold lighting products signed up to be participating retailers. The vast majority of coupons were redeemed at larger corporate stores that don t break down redemption rates by region. However, for the smaller retail stores there is data that show excellent participation across the service territory. For example customers in the western part of the service temtory submitted 20% of the coupons redeemed at smaller retail stores; customers in the southern area, 26%; customers in the eastern area, 22%; and customers in the central Boise area redeemed 32% of the coupons redeemed a small retail stores. Energy Efficiency AdvisoIY Group recommendations Idaho Power presented the proposal for a Coupon Lighting Program to the EEAG during the July 11 th meeting. Idaho Power received the following recommendations. The general consensus of the EEAG was that Idaho Power should implement the CFL program, Idaho Power initiated implementation of the program The EEAG suggested that the program be offered to both residential and small commercial customers Idaho Power included small commercial customers in program The EEAG wanted Idaho Power to track the small commercial participation. Tracking of the small commercial participation would assist in the allocation of program costs to each sector. Coupons were coded so that the redemption by each customer group could be tallied The EEAG suggested a marketing and education component be included as part of the program. Idaho Power included an extensive marketing and education plan in the program implementation The EEAG was evenly split between offering customers 1 coupon with a face value of $4, or 2 coupons with a face value of$3. Page 4 Idaho Power choose to offer 2 $3 coupons because of the potential for this design to provide more energy savings and increased cost- effectiveness The suggestion was also made to provide a means of delivering CFLs to lower income customers. Idaho Power added a component to the program that distributed CFL bulbs free of charge to low-income customers through the Community Action Agencies ' Low Income Weather Assistance (LIWA) program. Additionally, there was some concern expressed by the EEAG that there might be a large number of people who have already purchased CFL bulbs. In response to this concern, Idaho Power commissioned a short telephone survey, fielded in August, that indicated 61% of Idaho Power customers had purchased CFLs in the past 12 months. This finding was shared with the EEA during the September 5 meeting and after discussing the issue, the EEA still felt Idaho Power should proceed with the program. Next steps Idaho Power is pursuing a second phase of the CFL program with other kinds of program promotions. The objective is to leverage the high awareness of the program established in the first phase with lower-cost promotions to increase penetration and reduce overall program cost per bulb. School Building Operator Training PrOgram description In order to help school districts manage their energy costs, and in recognition that a key to energy savings is a well trained operations and maintenance staff, Idaho Power joined with Idaho Department of Water Resources, Energy Division and the Northwest Building Operators Association (NWBOA), to offer technical operator training. Page 5 NWBOA has a five-day level one training that has been supported and evaluated by the Northwest Energy Efficiency Alliance. A letter of invitation was sent to all K-12 school districts in the Idaho Power seIVice territory. Training was scheduled for November 13- 15 and November 20-, 2002. The training was included as part of the annual Idaho Energy Conference so that participants could attend the sessions and activities with other people who are focusing on energy efficiency. The cost of the program included operator training ($400 per participant), conference registration and meals and lodging for out-of- town attendees. In addition, attendees received a year membership in NWBOA and, if they passed the course tests, were awarded a certification. Because this program was exclusively education and training, there are no specific installed measures for saving electricity.However, the Northwest Energy Efficiency Alliance conducted an evaluation of the NWBOA training several years ago and found that on average attendees save 55 000 kWh per year by applying the lessons learned in this training. Program costs and customer response Thirty school building operators from throughout Idaho Power s seIVlce territory attended the training and most were awarded Level I certification at the Idaho Energy Conference. There was excellent representation from small and large schools and there was broad geographic representation. The budget for this program was $50 000; $33 538.52 has been expended to date, with $10 000 set aside for further development. Energy Efficiency Advisol)' Group recommendations On September Sh , Idaho Power presented to the EEAG the proposal for the K- building operator training program and received the following recommendations. Strong support was expressed from the EEAG for sponsoring the training. Idaho Power initiated this program " The EEAG suggested that a survey be conducted with the participants after the training to deteI111ine if changes to building operations are made as a result of the training. Page 6 Idaho Power plans to conduct a survey of participants in the first quarter of 2003. The EEAG supported paymg hotel and meal costs for out-of-area attendees in order to encourage participation by building operators that would need to travel. Funding was provided for lodging and meal expenses for this training Next steps survey of attendees is planned for the fIrSt quarter of 2003. " This survey will ask participants what activities and measures they implemented because of the infonnation provided in the workshops. Idaho Power would like to make this training infonnation available to school districts that were not able to attend the training. Therefore, Idaho Power has set aside $10 000 to work with NWBOA to provide the training and certification process in a distant learning setting. NWBOA is cUlTently developing a CD that contains the material provided in the Level I training. It is anticipated that Idaho Power will sponsor a number of operators to test this training method. Residential Air Conditioner Cycling Pilot Program Program description On November 14th, Idaho Power presented a proposal for a Residential Air Conditioner Cycling Pilot Program. In the program, Idaho Power will install, free of charge, an intelligent programmable thennostat in participants homes. The Company will then be able to send a signal to the thennostat to cycle the air conditioner off when resources are needed for peak load reduction. The pilot win target 200 participants the first year and 300 participants in the second year. All participation is voluntary. This program will be offered to residential homeowners in Boise and Meridian who have central air conditioning. Page 7 Energy Efficiency Advisory Group recommendations Group discussion centered around three areas of the proposed program design: 1) the ability to "opt out" of a cycling event; 2) the need for an incentive to participate in the program in addition to the free programmable thennostat, and 3) the number of days in a month and hours in a day that cycling may occur. The EEAG suggested that some provision allowing customers to "opt out" of the program, especially in emergency situations, was necessary. Idaho Power is allowing participants to opt-out with notification by pm of the day prior to the day they wish to opt out. This notification time is needed in order to pre-schedule this resource into our overall resource mix. The group also suggested that some incentive in addition to the programmable thennostat would be necessary in order to entice customers to participate.The potential to start with a small incentive and then increase it if necessary was discussed. Along with the incentive of a new programmable thermostat, a $5/month incentive was added for program participants for the three months per year of program operation It was also suggested by the EEAG that any mcentive paid to participants be paid only after the customer had completed participation in the program for the duration of the program. Idaho Power examined whether this was possible and decided not to structure the incentive in this way.Because of the characteristics of the Idaho Power billing system it is necessary to credit the incentive on a monthly basis. Several members expressed the sentiment that in order to help customers feel comfortable about joining in the pilot program, some description of when the cycling might occur was necessary. Idaho Power will provide this information during the participation solicitation process. Page 8 The EEAG in general felt that the number of days and hours per day that cycling could occur could be expanded from the proposed ten days and four hours per day without decreasing interest in the program. The hours oj the day that the program can operate was expanded to include the eight hours between) pm and 9pm. The EEAG was asked if they supported Idaho Power pursuing this program and there was unanimous endorsement. Based upon the support oj the EEA G, Idaho Power pursued the implementation oj this program. DSM Small Projects and Education Fund Proposal Description During the January 9, 2003 EEAG meeting, Idaho Power proposed that starting January 1 , 2003, two set-aside funds be established. One fund will provide a small amount of money for very small project requests and a second fund will provide a similar amount for education efforts. The amount of money set aside each year for each fund is 2% of the total annual DSM tariff rider funding. Energy Efficiency Advisory Group recommendations The EEAG endorsed the proposal to create the two set-aside funds. A small amount of discretionary funds will allow Idaho Power to respond to small requests in a timely manner. In accordance with the EEAG discussions, Idaho Power has established these Junds The EEAG did not want these small project and education funds to be viewed as "secret" funds and suggested that Idaho Power let customers know of their availability in some way. Idaho Power is exploring ways to put a notification oj the availability oj these Junds on the Idaho Power web site In addition, the EEAG desired that all customer segments have access to the funds. Page 9 Idaho Power will monitor the allocation of these funds to ensure all customer sectors have access The activities funded by these set-aside funds will be reported to the EEAG at the regular meetings. DSM Comprehensive Study Description As directed by Order No. 29026, Idaho Power consulted with the EEAG regarding the need to initiate a comprehensive DSM assessment study. Because Idaho Power s primary resource need in the near future is for summer peak reduction and because most of the regional data available does not address summer demand reduction DSM options, Idaho Power suggested that if a study were undertaken, it should focus on residential and commercial summer demand reduction potential on Idaho Power system. Various study design options were discussed. It was suggested that the cost for a comprehensive study could range from $100 000 to $150 000. Energy Efficiency Advisory Group recommendations A suggestion was made by the EEAG to have Idaho Power come folWard with a specific recommendation for a study that would provide the most value, present the recommendation to the EEAG, and then gather input specific to the recommendation. Idaho Power evaluated options and presented a study design to group The group generally supported an abbreviated study, although there was some support for a larger study. Idaho Power proposed a study limited to identifying summer peak demand reduction programs The suggestion was made to expand the list of potential RFP recipients. Idaho Power added some suggested consultants to the list of consultants to receive the RFP Page 10 Idaho Power has a final draft of the RFP incorporating suggestions by the EEAG. Residential Time-of-Use Pricing Prior to submitting its Residential Time-of- Use Pricing Viability Study (Study) to the Commission on September 12, 2002, Idaho Power solicited input on time-of-use pricing for residential customers from the EEAG. attached as Attachment 1. copy of the Company s Study is DSM Screening Criteria Description During the January 9, 2003 EEAG meeting, Idaho Power proposed the following set of screening criteria for use in selecting DSM programs funded by the tariff rider. First, programs will be cost-effective. From a total resource perspective estimated program benefits must be greater than estimated program costs. As shown by the last Integrated Resource Plan, programs that decrease summer peak demand will be valuable because they reduce the need for peak resources. Programs that capture cost- effective, lost-opportunity DSM resources will be encouraged. Second, programs will be customer-focused From the participants' perspective, programs will offer real benefits and value to customers. Third, programs will be as close to earnings-neutral as possible. From the utility's perspective, programs will be selected to minimize the negative impact on shareowners. Energy Efficiency Advisory Group recommendations The EEAG generally endorsed the overall screerung criteria proposed by Idaho Power. The EEAG suggested adding another criteria to ensure that there is equity between customer sectors when it comes to spending rider funds and that attention paid to equity within a sector. Page 11 Idaho Power added a fourth criterion: Programs will be equitably distributed. From the customer s perspective, programs will be selected to benefit all groups of customers. Over time, programs will be offered to customers in all sectors and in all regions of the Company s service territory. The EEAG felt there should be flexibility when project eligibility is detennined. For example, there is support for funding of instruments for measuring electricity use in the industrial and commercial sectors. Idaho Power will try to build flexibility into the screening process The EEAG suggested looking for ways to leverage the funds, like initially offering rebates at only 10% of project costs instead of starting at 50%. Idaho Power is pleased with the overall process and finds value in the recommendations and feedback received by the group. II. Rider funding and expenses 2002 DSM tariff funding 592 049 Expenditures EEAG meeting costs Lighting Coupon Program School Building Operator Training * Includes January 2003 expenditures $ 1 825 $ 321 471 * $ 33 539 * ill. New DSM opportunities The primary work in 2002 was fonning the Energy Efficiency Advisory Group and inplementing the first set of programs. Now Idaho Power, along with input from the EEAG, is establishing a long-tenn look at the DSM activities. The first step in this process has been completed with the development of the high-level program screening criteria. These criteria will be used in selecting new programs funded through the DSM tariff rider. The Company is now establishing the process to apply the screening criteria to specific program options. Page 12 In addition, Idaho Power has two efforts that are i1 the process of examining new DSM opportunities. It is anticipated that the DSM study reviewed earlier will provide suggestions for programs appropriate to Idaho Power s system that will reduce demand during the summer peak load. Since this is a specialized study and since there is no solid regional data to draw from, Idaho Power plans to hire a contractor to complete this study. The study has not been awarded at this time. On a parallel path, where there is infonnation and data available, Idaho Power is compiling a list of program options in the service territory. This list includes developing local delivery options of market transfonnation programs offered by the Northwest Energy Efficiency Alliance. It also includes irrigation and industrial program options developed with internal staff. Page 13 Appendix 8 Annual C&RD Report for Fiscal Year 2002 IDAHO POWER COMPANY O. 80X 70 801SE, IDAHO 83707 An IDACORP Company October 30, 2002 Mr. Mark Johnson BPA Headquarters O. Box 3621 Portland, OR 97208 RE: Annual C&RD Report Dear Mark Please find enclosed a signed hard copy of the "Idaho Power Annual Report for Fiscal Year 2002." This report represents the work that Idaho Power has undertaken in its first year in the Conservation & Renewables Discount (C&RD) program. In addition, enclosed are Incremental Expenditure Verification and a Program Plan explaining how Idaho Power intends to compensate for spending less than 95% of its 2002 eligible credits. In accordance with procedures listed in the reporting software, Idaho Power will supply an Auditor Report as soon as it is available. Idaho Power auditors are in the midst of an auditing cycle and should be able to complete a report within six weeks. At that time, Idaho Power will also supply an auditor's letter confirming the overall ability to track and report C&RD expenditures and activities. If there are any questions , please don t hesitate to call. Annie Tucher Program Specialist Enclosures (3) cc: Margaret Lewis IDAHO POWER CIIIIIfa' O. BOX 70 BOISE, IDAHO 83117 An IDACORP Company October 30, 2002 Mr. Mark Johnson BPA Headquarters O. Box 3621 Portland , OR 97208 RE: Incremental Expenditure Verification Dear Mark Idaho Power Company hereby certifies that Ire activities identified and documented in the attached report titled "Idaho Power Annual Report for Fiscal Year 2002" are incremental expemditures. The reported expenditures represent incremental increases tb our organization s budget for the period October 1 , 2001 through September 30, 2002 and are above and beyond what Idaho Power Company would have planned for energy conservation spending absent the Conservation and Renewables Discount Program. Sincerely, Darlene Nemnich Energy Efficiency Coordinator Conservation & Renewables Discount Program Tracking and Reporting System Page 1 C&RD Annual Report Official BPA Actual Report Fiscal Year 2002: October 1 , 2001 to September 30, 2002 Authorizer Name (printed): elA.~ ~em ",,' c.-h Signature: X~~/lJ" -n.,A"lDate: 11/1 2002 Report Name: Utility Name: Utility Contact: Net Requirements Load: Annual C&RD Eligibility: Idaho Power Annual Report Idaho Power Annie Tucher 120 $525,600 Donations to Qualifying Organizations - Unlimited Category Name TotalDate Credit ($) 09/30/2002 $19,573.USDOE Low-Income Weatherization subgrantees and WA State Matchmaker Contact: Subtotal $19,573. C&RD Credits for Donations, Renewables, and RDD Projects Balance of C&RD Eligibility after spending on Donations, Renewables, and RDD Projects $19,573. $525,600. Conservation Spending Option B Protocol-Based Credits by Measure Name Date Units Savings Credit(kWh/unit) ($/unit) Total Savings (kWh) Total Credit ($) Residential Sector Lighting-Bulbs Energy Star CFL Weighted Average - Interior & Exterior 12/18/2001 Wattage (Group Protocols No. Ref No: RUOOO03 Energy Star CFL Weighted Average - Interior & Exterior 9/30/2002 Wattage (Group Protocols No. Ref No: RLIOOO03 Energy Star CFL Weighted Average - Interior & Exterior 9/30/2002 Wattage (Group Protocols No. Ref No: RLIOOO03 Subtotal Sector Total Total Protocol 7608 405,126 $62,823. 210 183 $1,734.08 " 1923 102 400 $15,879. 518,709 $80,436. 518,709 $80,436. 518,709 $80,436. C&RD Eligibility Total TotalSavings Credit(kWh) ($) $525,600. Summary https://www.rtf.nwppc.orgiapps/ orderconfirmprintasp ?Dates=2&utility ID= 15 0&ReportOption=2&Rep...11/1/20 Conservation & Renewables Discount Program Tracking and Reporting System Conservation Measures Low-Income Measures Non Low-Income Measures Donations, Renewables, and RDD Projects Low. Income Donations Total Conservation Measures, Donations, Renewables, and RDD Projects Administration Allowance Total C&RD Spending Balance of C&RD Eligibility (for this fiscal year only) * Total Spending Does Not Meet Annual Credit Eligibility (spending is less than 95% of credit eligibility) 518,709 518,709 518 709 Page 2 of 2 $80,436. $0. $80,436. $19,573. $19,573. $100,009. $105 120. 05,129. $320,470. https://www.rtf.nwcpc.org/apps/orderconfirmprintasp ?Dates=2&utili tv ID= 15 0&ReuortOution=2& R en...11/1/200: Id a h o P o w e r C & R D P r o g r a m P l a n FY 2 0 0 2 FY 2 0 0 3 FY 2 0 0 4 FY 2 0 0 5 FY 2 0 0 6 Ma n u f a c t u r e d / M o b i l e H o m e E n e r g y E f f i c i e n c y C h e c k u p s 12 3 , 75 0 . 30 2 , 50 0 . 30 2 , 50 0 . (i n c l u d e s d u c t s e a l i n g a n d t w o C F L i n s t a l l a t i o n s ) Si n g l e F a m i l y H o u s i n g I m p r o v e m e n t s 42 , 50 0 . 21 2 , 50 0 . 35 7 , 00 0 . 35 7 00 0 . (i n c l u d e s d u c t s e a l i n g , i n s u l a t i o n a n d P T C S s y s t e m O & M ) Id a h o E N E R G Y S T A R M a n u f a c t u r e d H o m e I n c e n t i v e s 79 , 21 8 . 15 8 , 4 3 6 . 4 9 15 8 43 6 . 4 9 (f o r m e r l y S u p e r G o o d C e n t s ) CF L P a c k e t D i s t r i b u t i o n 78 , 70 2 . 20 , 38 7 . (c r e d i t e d a t 7 5 % ) CF L B u l b G i v e a w a y s 73 4 . 47 0 . (c r e d i t e d a t 7 5 % ) Ll W A S u p p l e m e n t a l C o n t r i b u t i o n 19 , 57 3 . 40 , 42 6 . 40 , 00 0 . 40 , 00 0 . 30 , 00 0 . (a c t u a l r e c e i p t s l a g b e h i n d p r o m i s e d a m o u n t s ) FI S C A L Y E A R T O T A L 10 0 00 9 . 30 6 75 2 . 71 3 , 4 3 6 . 4 9 85 7 , 93 6 . 4 9 38 7 00 0 . * P l a n s u b j e c t t o c h a n g e b a s e d o n c u s t o m e r a c c e p t a n c e o f p r o g r a m o p t i o n s . 11 / 1 / 2 0 0 2 Appendix C Northwest Energy Efficiency Alliance Market Activities Report NORTHWEST ENERGY EFFICIENCY ALLIANCE Market Activities Report RE S I D E N T I A L EN E R G Y S T A R Wi n d o w s EN E R G Y S T A R Re s i d e n t i a l L i g h t i n g ( C o m p a c t F l u o r e s c e n t F i x t u r e s a n d B u l b s ) 10 EN E R G Y S T A R R e s o u r c e - Ef f i c i e n t C l o t h e s W a s h e r s 1t EN E R G Y S T A R Ho m e P r o d u c t s 13 P e r f o r m a n c e - Te s t e d C o m f o r t S y s t e m s ( P T C S ) 15 Su p e r G o o d C e n t s M a n u f a c t u r e d H o u s i n g ( S G C - MH ) CO M M E R C I A L 16 8u i l d i n g O p e r a t o r C e r t i f i c a t i o n ( B O C ) 18 Co m m e r c i a l B u i l d i n g s I n i t i a t i v e ( C B I ) 20 Co m m i s s i o n i n g i n P u b l i c B u i l d i n g s 22 EZ C o n s e r v e S u r v e y o r S o f t w a r e Th e N o r t h w e s t E n e r g y E f f i c i e n c y A l l i a n c e i s a n o n - pr o f i t g r o u p o f e l e c t r i c u t i l i t i e s . s t a t e go v e r n m e n t s , p u b l i c i n t e r e s t g r o u p s a n d e f f i c i e n c y i n d u s t r y r e p r e s e n t a t i v e s . U n d e r t h i s pa r t n e r s h i p , t h e s e e n t i t i e s s u p p o r t r e g i o n a l p r o g r a m s t h a t m a k e af f o r d a b l e , e n e r g y - eff i c i e n t p r o d u c t s a n d s e r v i c e s a v a i i a b l e i n t h e m a r k e t p l a c e , Th r o u g h t h e e n d o f 2 0 0 1 , t h e r e g i o n s a v e d a t o t a l o f 8 8 a v e r a g e m e g a w a t t s (a M W ) th r o u g h A i l i a n c e - s u p p o r t e d p r o j e c t s a n d r e l a t e d u t i l i t y a n d s t a t e e f f o r t s . B y 2 0 1 0 , t h o s e sa v i n g s a r e e x p e c t e d t o e x c e e d 5 0 0 a M W T h a t ' s e n o u g h t o o f f s e t t h e n e e d t o b u i i d t w o ne w p o w e r p l a n t s w h i l e r e d u c i n g c a r b o n d i o x i d e e m i s s i o n s b y o v e r 2 m i l l i o n t o n s . Ult i m a t e l y , t h e s e s a v i n g s w i l l l o w e r t h e l o n g - te r m c o s t a n d e n v i r o n m e n t a l i m p a c t o f th e r e g i o n s e l e c t r i c i t y s y s t e m , r e s u l t i n g i n a h e a l t h i e r N o r t h w e s t ec o n o m y an d c l e a n e r en v i r o n m e n t . IN D U S T R I A L 23 Ad v a n c e d S i l i c o n M a t e r i a l s , I n c , ( A S i M I ) 24 Ba c G e n 26 El e c t r i c M o t o r M a n a g e m e n t 28 Ev a p o r a t o r F a n V a r i a b l e F r e q u e n c y D r i v e I n i t i a t i v e 29 Ju s t E n o u g h A i r ( J E A ) 31 Ma g n a D r i v e 32 Mi c r o e l e c t r o n i c s I n d u s t r y E n e r g y - Ef f i c i e n c y I n i t i a t i v e 34 S A V - AIR 35 Sil i c o n C r y s t a l G r o w i n g F a c i l i t i e s WO R K I N G I N T H E M A R K E T P L A C E Wh i l e t h e r e a r e m a n y w a y s t o i m p r o v e t h e e f f i c i e n c y o f e l e c t r i c u s e , t h e N o r t h w e s t En e r g y E f f i c i e n c y A l l i a n c e u s e s a s t r a t e g i c t o o l c a l l e d " ma r k e t t r a n s f o r m a t i o n " t o e n c o u r - ag e m a n u f a c t u r e r s , d i s t r i b u t o r s a n d s e r v i c e p r o v i d e r s t o m a k e a f f o r d a b l e e n e r g y - e f f i c i e n t pr o d u c t s a n d s e r v i c e s a v a i l a b l e i n t h e m a r k e t p i a c e . Ma r k e t t r a n s f o r m a t i o n w o r k s t o r e m o v e b a r r i e r s t h a t p r e v e n t a n e n e r g y - e f f i c i e n t p r o d u c t or s e r v i c e f r o m b e i n g m a n u f a c t u r e d a n d s o l d s u c h a s h i g h p r i c e , l o w d e m a n d o r i n a d e - qu a t e a v a i l a b i l i t y , B y w o r k i n g w i t h m a r k e t a c t o r s , t h e A i l i a n c e c a n h a v e a b r o a d e r i m p a c t in c r e a t i n g l a s t i n g c h a n g e . I n a d d i t i o n , a s a r e g i o n a l o r g a n i z a t i o n t h e A l l i a n c e c a n m o r e ef f e c t i v e l y f o l l o w m a r k e t s a c r o s s s t a t e a n d u t i l i t y b o u n d a r i e s . Al l i a n c e - s u p p o r t e d p r o j e c t s f a l l i n t o t h e r e s i d e n t i a l , c o m m e r c i a l , i n d u s t r i a l a n d a g r i c u l - tu r a l s e c t o r c a t e g o r i e s a n d a l s o i n c l u d e e f f o r t s t h a t s u p p o r t e n e r g y e f f i c i e n c y i n f o r m a t i o n an d t r a i n i n g a c t i v i t i e s i n t h e r e g i o n , AG R I C U L T U R A L 36 Sc i e n t i f i c I r r i g a t i o n S c h e d u l i n g ( S I S ) RE S I D E N T I A L 38 Pu b l i c H o u s i n g E f f i c i e n c y CO M M E R C I A L 38 Ar c h i t e c t u r e + E n e r g y 39 Eff i c i e n t B u i l d i n g P r a c t i c e s I n i t i a t i v e ( E B P I ) 41 E Z - Si m : B i l l i n g S i m u l a t i o n f o r S m a l l C o m m e r c i a l F a c i l i t i e s 42 Li g h t i n g D e s i g n L a b 43 No r t h w e s t L i g h t i n g O n - Li n e TR A C K I N G E N E R G Y S A V I N G S Ea c h y e a r , t h e A l l i a n c e p u b l i s h e s i t s M a r k e t A c t i v i t i e s R e p o r t ( f o r m e r l y t h e A l l i a n c e An n u a l A c t i v i t i e s R e p o r t ) , w h i c h s u m m a r i z e s t h e a c t u a l e l e c t r i c i t y s a v i n g s t h a t o c c u r r e d du r i n g t h e y e a r b e c a u s e o f r e g i o n a l e n e r g y e f f i c i e n c y ef f o r t s . Th e r e p o r t a l s o i n c l u d e s hi g h l i g h t s o f A l i i a n c e - s u p p o r t e d p r o j e c t s s u c h a s m i i e s t o n e s r e a c h e d d u r i n g t h e y e a r a n d do c u m e n t e d m a r k e t a f f e c t s , i n d i c a t o r s t h a t t h e p r o j e c t s a r e s u c c e s s f u l l y m o v i n g t h e m a r - ke t t o a c c e p t a n d o f f e r h i g h e r e f f i c i e n c y p r o d u c t s a n d s e r v i c e s , Wh i l e a l l A l l i a n c e p r o j e c t s c o n t r i b u t e i n s o m e w a y t o im p r o v i n g t h e e f f i c i e n c y o f el e c t r i c i t y u s e i n t h e r e g i o n , s o m e o f t h e g a i n s a r e d i f f i c u l t t o m e a s u r e . A s a r e s u l t , e n e r g y sa v i n g s a r e t r a c k e d f o r 2 0 p r o j e c t s i n t h e p o r t f o l i o o f p r o j e c t s s u p p o r t e d b y t h e A l l i a n c e pa r t n e r s h i p , Ac c u r a t e l y t r a c k i n g t h e o t h e r p r o j e c t s w o u l d b e d i f f i c u l t b e c a u s e t h e e l e c t r i c i t y s a v e d b y th o s e e f f o r t s w o u l d d e p e n d o n s p e c i f i c a c t i o n s t a k e n b y t h e c u s t o m e r a f t e r a c c e s s i n g t h e pr o j e c t , t y p i c a l l y t r a i n i n g o r i n f o r m a t i o n s e r v i c e s , Ov e r a l l , t h e p o r t f o l i o o f p r o j e c t s i s c o s t - e f f e c t i v e , m e a n i n g t h e t o t a l e x p e n s e o f r u n n i n g all t h e A l l i a n c e - s u p p o r t e d pr o g r a m s - a b o u t a p e n n y p e r k i l o w a t t ho u r s a v e d - is l e s s t h a n wh a t a u t i l i t y w o u l d h a v e t o p a y t o p u r c h a s e t h a t s a m e a m o u n t o f el e c t r i c i t y f r o m a ge n e r a t i n g p l a n t , IN D U S T R I A L 43 Co m p r e s s e d A i r C h a l l e n g e ( C A C ) AG R I C U L T U R A L 44 Ag r i M e t W e a t h e r S t a t i o n N e t w o r k ED U C A T I O N , T R A I N I N G & S U P P O R T 45 C o n W E B 46 En e r g y I d e a s C l e a r i n g h o u s e ( E I C ) 47 Lo c a l G o v e r n m e n t A s s o c i a t i o n s 48 Na t i o n a l S t a n d a r d s 49 No r t h w e s t E n e r g y E d u c a t i o n I n s t i t u t e ( N E E I ) AP P E N D I X 51 Glo s s a r y o f T e r m s 52 Co m p l e t e L i s t o f A l l i a n c e R e p o r t s En e r g y s a v i n g s f r o m r e g i o n a l e n e r g y e f f i c i e n c y p r o j e c t s a r e o l t e n a c h i e v e d t h r o u g h m u l t i - tie r e d e f f o r t s b y m a n y or g a n i z a t i o n s a n d c o m p a n i e s i n c l u d i n g m a n u l a c t u r e r s , r e l a i l e r s , e l e c t r i c u l i l i t i e s . I h e A l l i a n c e , g o v e r n m e n t a g e n c i e s an d o t h e r s , .c ( ~ NO R T H " " ' T " , ' R e . V E " , e " " , " \ ' A , 11 . " U 2 0 0 1 M a r k e t Ac t i v i t i e s R e p o r t EL E C T R I C I T Y S A V I N G S I N 2 0 0 1 Du r i n g 2 0 0 1 . A l l i a n c e - s u p p o r t e d p r o j e c t s a n d r e l a t e d u t i l i t y a n d s t a t e e f f o r t s s a v e d 4 6 aM W a s d e p i c t e d i n C h a r t 1 , CH A R T 1 To t a l E l e c t r i c i t y S a v i n g s 10 080 : ' 60 ;= : J mi \ - ~~ -" " L- J 8 ~ C " ~ i ~ ~! ~ i~ ! l! = 19 9 7 19 9 8 19 9 9 20 0 0 20 0 1 To t a l Pr o j e c t e d Ac t u a l Ac t u a i e n e r g y s a v i n g s i n 2 0 0 1 s i g n i f i c a n t l y e x c e e d e d e x p e c t a t i o n s , w h i c h w e r e e s t i m a t - ed t o b e a b o u t 2 7 a M W C h a r t 2 i l l u s t r a t e s t h e p r o j e c t s t h a t w e r e l o w e r . m e t , o r e x c e e d e d pr o j e c t i o n s . N e a r l y a i l o f t h e a d d i t i o n a l s a v i n g s r e s u l t e d f r o m u n p r e c e d e n t e d s a l e s d u r i n g th e y e a r o f c o m p a c t f l u o r e s c e n t b u l b s ( C F L s ) . CH A R T 2 El e c t r i c i t y S a v i n g s ( Y e a r 2 0 0 1 ) 1. 0 0 II ' 1 1 3 a M W 11 - l~ ~ ~ * ~ ~ ~ u ~ ~ ~ ~ ~ , - : 3 ' :; . .: : ' : : : '" il l .:g ~ g ~ ~ Pr o j e c l e d Ac t u a l ~ ~ ~ ~ .t E ~ ,j " , il l ' " ~ ~ '- ' ~ ~ 8 ~ tj i 3 '- ' .: ( 1 ? ) N O H H " " ' T "" 0 " 'F F l C " N C Y , \, I . , " C F 2 0 0 1 Ma r k e t A c t i v i t i e s R e p o r t CH A R T 3 Cu m u l a t i v e E l e c t r i c i t y S a v i n g s ( 1 9 9 7 - 20 0 1 ) 15 , 00 ji j ' 4 2 , SS a M W 10 , 00 00 Ii " Ie i g :!i . L L- I ~ ~ 1: 5 , ~ I E ~ ,j " , il l ' " ~ ~ '- ' 2: , '" ' " ~ ~ '- ' ~ ~ tj i 3 '-' '- ' ,;,;j' j "' :;' : :: : ; ill il l Pr o j e c t e d Ac t u a l ~ ' " ' " c E= ~ ~ ' " 'i 6 c ~ - :5 , (f ~ Th e e n e r g y s a v i n g s f r o m C F L s a l e s t h r o u g h t h e c o u p o n c a m p a i g n , b u l b g i v e a w a y s ma r k e t e f f e c t s a n d A l l i a n c e p r o g r a m s t o t a l s 6 3 a M W . O f t h a t . m a r k e t e f f e c t s i n c l u d i n g All i a n c e a c t i v i t i e s a r e e s t i m a t e d t o a c c o u n t f o r 3 1 a M W , t h e a m o u n t o f e l e c t r i c i t y i n c l u d e d in t h e t o t a l s a v i n g s r e p o r t e d f o r t h e y e a r . D u e t o t h e u n e x p e c t e d e n e r g y c r u n c h a n d m a r - ke t r e s p o n s e , i n c i u d i n g t h e h i g h l y s u c c e s s f u l l e v e r a g i n g o f r e g i o n a l a n d u t i l i t y p r o g r a m s th e A l l i a n c e h a s a t t e m p t e d t o a t t r i b u t e t o t a l s a v i n g s t o t h e v a r i o u s p a r t i c i p a n t s (s e e p a g e fo r d e t a i i s ) , Pr o j e c t s t h a t f e l l s h o r t d i d s o f o r a v a r i e t y o f re a s o n s , In t h e c a s e o f B a c G e n . a c t u a l re s u l t s w e r e l o w e r t h a n p r o j e c t e d b e c a u s e f e w e r t h a n a n t i c i p a t e d d e m o n s t r a t i o n s i t e s we r e e s t a b l i s h e d , I n a d d i t i o n , t h e s i t e s w e r e s m a l l e r e n e r g y u s e r s t h a n e x p e c t e d . De l a y s i n c e r t i f i c a t i o n o f e n r o l l e e s i n t h e B u i l d i n g O p e r a t o r C e r t i f i c a t i o n p r o g r a m p r e - ve n t e d t h e e n e r g y s a v i n g s t h a t w i l l b e g a i n e d b y t h e s e o p e r a t o r s f r o m b e i n g c r e d i t e d i n 20 0 1 , I n s t e a d . t h e s a v i n g s w i l l b e a c c o u n t e d f o r i n 2 0 0 2 , A s C h a r t 3 s h o w s . t h e c u m u l a - tiv e s a v i n g s g a i n e d f r o m t h e B u i l d i n g O p e r a t o r C e r t i f i c a t i o n p r o j e c t s i n c e 1 9 9 7 h a s o u t - pe r f o r m e d p r o j e c t i o n s , El e c t r i c M o t o r M a n a g e m e n t ' s s a v i n g s d i d n o t m e e t p r o j e c t i o n s b e c a u s e t o d a t e a c t u a l en e r g y s a v i n g s f o r t h i s p r o j e c t h a v e n o t b e e n t r a c k e d , T h i s w i l l b e a d d r e s s e d i n 2 0 0 2 , In t w o i n s t a n c e s , p r o j e c t s t h a t h a v e n o t b e e n t r a c k e d f o r s a v i n g s i n t h e p a s t - th e Co m p r e s s e d A i r C h a l l e n g e a n d E n e r g y M a n a g e m e n t C e r t i f i c a t i o n o f f e r e d t h r o u g h t h e No r t h w e s t E n e r g y E d u c a t i o n I n s t i t u t e - a r e cr e d i t e d w i t h a t o t a l o f 1 . 2 a M W ( s e e Ch a r t 2) . Th e s a v i n g s w e r e d o c u m e n t e d t h r o u g h c a s e s t u d i e s w h e r e t h e a c t i o n s t a k e n b y t h e c u s - to m e r a f t e r r e c e i v i n g t r a i n i n g f r o m t h e p r o j e c t s s a v e d s i g n i f i c a n t a m o u n t s o f e l e c t r i c i t y . Fu r t h e r d e t a i l s a b o u t t h e s t r a t e g i e s u s e d . p r o g r e s s m a d e , a n d e n e r g y s a v i n g p e r f o r m - an c e o f i n d i v i d u a l A l l i a n c e - s u p p o r t e d p r o j e c t s a r e i n c l u d e d i n t h e b o d y o f t h i s r e p o r t , Fo r m o r e i n f o r m a t i o n a b o u t t h e A l l i a n c e o r i t s p r o j e c t s , v i s i t w w w . nw a l l i a n c e , o'r g o r c a l l 50 3 - 82 7 - 84 1 6 , .: ( 1 ? ) N O H " " " ' T " ' , "" , . ' F I , e " , e y A u , , " e ' 20 0 1 M a r k e / A c t i v i t i e s R e p o r t EN E R G Y S T A R (8 ) Wi n d o w s ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n s t r a t e g y w a s t o b u i l d p r o d u c t i m a g e a n d b r a n d a s s o c i a t i o n to i n c r e a s e t h e s a l e s o f h i g h e f f i c i e n c y w i n d o w s s o t h e y b e c o m e t h e m a r k e t n o r m i n a l l fo u r N o r t h w e s t s t a t e s , T h e m a r k e t s h a r e t a r g e t w a s t o a c h i e v e a t l e a s t 5 4 % o f a i l w i n d o w sa l e s b y t h e e n d o f 2 0 0 0 , Th e p r o j e c t w o r k e d t o b o o s t p r o d u c t a v a i i a b i l i t y , c o n s u m e r d e m a n d a n d m a r k e t s h a r e fo r r e s i d e n t i a i w i n d o w s a n d o t h e r f e n e s t r a t i o n p r o d u c t s t h a t e x c e e d s t a t e e n e r g y c o d e re q u i r e m e n t s , s p e c i f i c a l l y w i t h U - v a l u e s o f 0 . 35 o r l o w e r , A c t i v i t i e s i n c l u d e d p r o m o t i o n a l in i t i a t i v e s , m a r k e t i n g i n c e n t i v e s f o r m a n u f a c t u r e r s , s a l e s t r a i n i n g a n d m a t e r i a l s f o r r e t a i i - er s , a n d t e c h n i c a l a s s i s t a n c e f o r v o l u m e b u i i d e r s . PR O J E C T P R O G R E S S I N O I C A T O R S (" ' " ;n d ; e a / e s p c o 9 , e s s I n d ; c a t o , c o m p l e t e d ) Co o p e r a t i o n f r o m a m a j o r i t y o f t h e w i n d o w m a n u f a c t u r e r s i n t h e r e g i o n I n t e r m s o f si g n i f i c a n t c o s t - s h a r i n g o f m a r k e t i n g , In c r e a s e a w a r e n e s s o f EN E R G Y S T A R fe n e s t r a t i o n p r o d u c t s a n d t h e i r b e n e f i t s , In c r e a s e m a r k e t s h a r e ( u p t o a t i e a s t 5 4 % ) o f EN E R G Y S T A R fe n e s t r a t i o n p r o d u c t s i n a i i f o u r sta t e s , N o t e : 6 6 % s h a r e a c h i e v e d b y p r o j e c t e n d , a n d 7 0 % b y e n d o f 2 0 0 1 , PR O J E C T S T A R T Fe b r u a r y 1 9 9 8 SU M M A R Y ' lo c a t e d N l i a n c e D o l l a r s t h r o u g h 1 2 / 3 1 / 0 1 ,m , ~r ~ l e c t Ev a l ~ a t l o ~ m ~r ~ l ~ c t Ev a l u a t i o n $1 , 83 0 4Q 5 $1 7 6 A 1 Q $1 4 1 & ? ~ $2 9 , 74 2 01 9 80 7 45 , Ac t u a l A l l i a n c ~ D o l l a r s S p e n t i n 2 0 0 1 To t a l D o l l a r s S p e n t t h r o u g h 12 / 3 1 / 0 1 20 0 1 A c t u a l a M W Cu m u i a t i v e a c t u a l a M W t h r o u g h 12 / 3 1 / 0 1 Pr o j e c t e d a M W t h r o u g h 2 0 1 0 Es t i m a t e d C o s t E f f e c t i v e n e s s In d e x - To t a l R e s o u r c e P e r s p e c t i v e Es t i l T l ~ t e d L e v e l i z e d Co s t - - - : To t a l R . e s o u r c e P e r s p e c t i v e ce n t s / k W h ) Se e G l o s s a r y on p a g e 5 1 , KE Y H I G H L I G H T S F O R 2 0 0 1 . A l l ma j o r m a n u f a c t u r e r s i n t h e N o r t h w e s t p a r t i c i p a t e d a n d p r o v i d e d cu m u l a t i v e ma t c h of m o r e th a n $ 9 9 5 00 0 i n m a r k e t i n g e f f o r t s o v e r t h e p r o j e c t p e r i o d . Tw o a d d i t i o n a l m a n u f a c t u r e d h o m e p r o d u c e r s j o i n e d t h e p r o g r a m f o r fD t a t D f f i v e ma n u f a c t u r e r s r e p r e s e n t i n g a b o u t 4 0 % D f t h e r e g i o n s m a n u f a c t u r e d h o m e p r o d u c t i o n . Ov e r 3 0 0 r e t a i l e r s ( a l m D s t al l big b o x a n d 3 0 % D f t h e i n d e p e n d e n t s ) a n d b u i l d e r s C D n - ti n u e d t D D p e r a t e a s EN E R G Y S T A R p a r t n e r s , By t h e e n d D f 2 0 0 1 , m a r k e t s h a r e D f EN E R G Y S T A R w i n d o w s r e a c h e d 7 0 % . . PR O J E C T E D A N D A C T U A L E N E R G Y S A V I N G S ( a M W ) .. 1 mr - .m m ; !~ 1 ' 19 9 7 19 9 8 19 9 9 20 0 0 20 0 1 Pm j e c l e d Ac / u a l .;( w NO H H W F S T " " " , "" " " " " AlI l A ' U 20 0 1 M a r k e t A c t i v i t i e s R e p D r t "f f i 1: , '0 ' (f ) CO M M E N T A R Y Th i s p r o j e c t e n d e d J u n e 3 0 , 2 0 0 1 b u t EN E R G Y S T A R w i n d o w s w e r e a d d e d a s a c o m p o - ne n t o f t h e A i i i a n c e s E N E R G Y S T A R Ho m e P r o d u c t s P r o g r a m , PU B L I C A T I O N S EO O - 09 6 M a r k e t Pr o g r e s s E v a l u a t i o n R e p o r t N o , 5 ( d r a f t 1 2 / 0 1 ) EO O - 06 9 M a r k e t Pr o g r e s s E v a l u a t i o n R e p o r t N o , 4 ( 1 1 / 0 0 ) EO O - 04 6 M a r k e t Pr o g r e s s E v a l u a t i o n R e p o r t N o , 3 ( 3 / 0 0 ) E9 9 - 03 7 M a r k e t Pr o g r e s s E v a l u a t i o n R e p o r t N o , 2 ( 8 / 9 9 ) E9 8 - 01 8 M a r k e t 8a s e l i n e R e p o r t ( 1 2 / 9 8 ) EN E R G Y S T A R (8 ) Re s i d e n t i a l L i g h t i n g .. / I ' ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n s t o r y f o c u s e s o n c r e a t i n g a v i a b i e m a r k e t f o r e n e r g y e f f i c i e n t flu o r e s c e n t l i g h t i n g b y a c c e l e r a t i n g p r o d u c t a v a i i a b i l i t y a n d c o n s u m e r a c c e p t a n c e a n d u s e th r o u g h o u t t h e N o r t h w e s t . Th e p r o j e c t s t r a t e g y i s t o p r o m o t e r e s i d e n t i a l i i g h t i n g i n t h e N o r t h w e s t b a s e d o n t h e EN E R G Y S T A R t e c h n i c a i sp e c i f i c a t i o n s a n d m a r k e t i n g m e s s a g e s , T h e f o c u s i s p r i m a r i l y o n re t a i l a s a w a y t o m a r k e t a n d c o m m u n i c a t e t h e b e n e f i t s o f EN E R G Y S T A R l i g h t i n g to c o n - su m e r s . I n a d d i t i o n , t h e p r o g r a m s u p p o r t s n a t i o n a i i y f u n d e d i n i t i a t i v e s t h a t e n c o u r a g e n e w en e r g y - e f f i c i e n t r e s i d e n t i a l l i g h t i n g p r o d u c t s a n d i m p r o v e d p r o d u c t q u a l i t y . Th e p r o j e c t g o a l s i n c l u d e , e n c o u r a g e c on s u m e r p u r c h a s e s o f t h e n e w ge n e r a t i o n of C F L s a s a n i n t r o d u c t o r y p r o d u c t , c o o r d i n a t e a n d ie v e r a g e u t i l i t y e f f o r t s t o p r o m o t e EN E R G Y S T A R re s i d e n t i a i l i g h t i n g , e x p a n d t h e u s e o f EN E R G Y S T A R f i x t u r e s i n ne w c o n s t r u c - ti o n , a n d e n c o u r a g e t h e i m p r o v e m e n t a n d d e v e l o p m e n t o f n e w e n e r g y e f f i c i e n t l i g h t i n g te c h n o l o g i e s . PR O J E C T P R O G R E S S I N D I C A T O R S ( , / in d i c a t e s p r o g r e s s i n d i c a l o r c o m p l e l e d ) in c r e a s e c o n s u m e r u n d e r s t a n d i n g a n d a w a r e n e s s o f EN E R G Y ST A R p r o d u c t s , In c r e a s e d a v a i l a b i l i t y a n d v a r i e t y o f EN E R G Y ST A R p r o d u c t s a t re t a i l , In c r e a s e d s a l e s o f C F L s t o f i r s t - tim e b u y e r s , In c r e a s e d c o n s u m e r s a t i s f a c t i o n w i t h C F L p u r c h a s e s , In c r e a s e p r o m o t i o n a l e f f o r t s b y r e t a i l e r s t o s e l l EN E R G Y ST A R p r o d u c t s , Th e p r i c e o f EN E R G Y ST A R p r o d u c t s co n t i n u e s t o d r o p b e l o w p r e - pr o g r a m l e v e l s ( $ 2 0 ) , PR O J E C T S T A R T J a n u a r y 1 9 9 7 (C F L s ) , O c t o b e r 1 9 9 7 ( F i x t u r e s ) SU M M A R Y . Ai i o c a t e d A l l i a n c e D o l l a r s t h r o u g h 1 2 / 3 1 / 0 1 Pr o j e c t Ev a l u a t i o n Pr o j e c t Ev a l u a t i o n $1 3 37 5 00 0 $6 0 0 00 0 61 3 , 36 6 $1 3 3 , 00 0 $1 1 51 7 68 3 31 , 42 , 43 . Ac t u a l A l l i a n c e D o i i a r s S p e n t i n 2 0 0 1 To t a l D o l l a r s S p e n t t h r o u g h 1 2 / 3 1 / 0 1 20 0 1 A c t u a l a M W .. . . . . . . . " Cu m u l a t i v e a c t u a l a M W t h r o u g h 1 2 / 3 1 ! O 1 Pr o j e c t e d a ~ W t h r o u g h 2 0 1 0 Es t i m a t e d C o s t E f f e c t i v e n e s s I n d e x - : - To t a l R e s o u r c e P e r s p ~ c t l v e Es t i m a t e d L e v e l i z e d Co s t - To t a l R e s o u r c e p e r s p e c t i v e ( c e ' ! t s / k W h ) . S e e Glo s s a r y o n p a g e 51 , .: ( l ? ) NO H " " " T E " , c , v Em " " " v A u " " , , r 20 0 1 M a r k e t A c t i v i t i e s R e p o r t KE Y H I G H L I G H T S F O R 2 0 0 1 Pu r c h a s e s o f t h e n e w g e n e r a t i o n o f C F L s e x c e e d e d e x p e c t a t i o n s - - o v e r mil l l o n u n i t s we r e s o l d t o N o r t h w e s t c o n s u m e r s ( c o m p a r e d t o 3 8 1 00 0 in 20 0 0 ) , Ex p a n d e d b o t h r u r a l a n d u r b a n m a r k e t s f o r C F L s n o v e r 1 00 0 r e t a i l e r s w e r e a c t i v e p a r - ti c i p a n t s i n t h e p r o g r a m a 2 2 5 % in c r e a s e f r o m 3 0 0 r e t a i l e r s i n 2 0 0 0 . Th e C o o p e r a t i v e M a r k e t i n g F u n d ( e s t a b l i s h e d t o e n c o u r a g e p r o m o t i o n a n d m a r k e t i n g ac t i v i t i e s f o r C F L s b y l e v e r a g i n g r e t a i l i n d u s t r y r e s o u r c e s ) e x c e e d e d i t s f i r s t y e a r g o a l s by o b t a i n i n g i n d u s t r y c o n t r i b u t i o n s o f $ 4 2 8 , 00 0 , T h i s r e p r e s e n t s a 1 9 % in c r e a s e ex p e c t a t i o n s f o r t h e l a r g e r e t a i l e r s , a n d a 2 % In c r e a s e f o r s m a l l r e t a i l e r s . Th e P r o g r a m f o r E v a l u a t i o n a n d A n a l y s i s o f R e s i d e n t i a l L i g h t i n g ( P E A R L ) , d e s i g n e d te s t p r o d u c t s q u a l i f i e d u n d e r t h e EN E R G Y S T A R s p e c i f i c a t i o n , c o m p l e t e d i t s f i r s t y e a r o f te s t i n g a n d a n a l y s i s , w i t h t w o c o m p l e t e c y c l e s o f p r o d u c t t e s t i n g a n d r e p o r t i n g to EP A an d D O E . PR O J E C T E D A N D A C T U A L E N E R G Y S A V I N G S ( a M W ) :; : 2 0 19 9 6 - ~ . - - - - -- - - 20 0 1 19 9 7 19 9 8 19 9 9 20 0 0 Pr o i e c l e d Ac l u a t In 2 0 0 1 , t h e r e g i o n c a p t u r e d 3 1 a M W o f sa v i n g s t h r o u g h m a r k e t e f f e c t s i n c l u d i n g Ai i i a n c e p r o g r a m s , u t i l i t y m a r k e t i n g c a m p a i g n s , p r i c e e l a s t i c i t y ' s, a n d r e t a i l e r a n d m a n u - fa c t u r e r m a r k e t i n g e f f o r t s , T h e A l l i a n c e h a d p r o j e c t e d 2 0 0 1 s a v i n g s o f 3 , 2a M w . T h e d e v i - at i o n b e t w e e n p r o j e c t e d a n d a c t u a l c a n b e e x p l a i n e d , i n p a r t , b y t h r e e o c c u r r e n c e s a n d th e i r c o m b i n e d / l e v e r a g e d i m p a c t : c o n s u m e r r e s p o n s e t o t h e e n e r g y c r i s i s ; g r e a t e r r e t a i l e r co - m a r k e t i n g a c t i v i t y w i t h t h e A i l i a n c e p r o g r a m , a n d t h e " Co u p o n C a m p a i g n , w h ~ r e u t i l - it i e s g a v e $ 5 t o $ 6 d i s c o u n t s t o c o n s u m e r s . O v e r 2 . 6 m i l l i o n c o u p o n s w e r e r e d e e m e d b y co n s u m e r s i n 2 0 0 1 t h r o u g h t h e r e g i o n s E N E R G Y S T A R r e t a i l e r pa r t n e r s . B y i n c o r p o r a t i n g a n in s t a n t i n - s t o r e c o u p o n c a m p a i g n e l e m e n t i n t o t h e e x i s t i n g A l l i a n c e p r o g r a m , t h e r e g i o n sa w d r a m a t i c i n c r e a s e s i n p r o d u c t s a l e s , r e t a i l p a r t i c i p a t i o n , a n d c o n s u m e r a w a r e n e s s . Th i s h e l p e d N o r t h w e s t u t i l i t i e s c a p t u r e a n a d d i t i o n a l 2 0 a M W b e y o n d t h e a f o r e m e n t i o n e d sa v i n g s a s s o c i a t e d w i t h m a r k e t e f f e c t s , A n o t h e r 1 2 a M W o f s a v i n g s a r e a s s o c i a t e d w i t h bu l b s t h a t w e r e g i v e n a w a y t h r o u g h u t i l i t y p r o g r a m s , r e s u l t i n g i n a t o t a l s a v i n g s t o t h e re g i o n o f 6 3 a M w . A s s u m p t i o n s u s e d i n c a l c u l a t i n g s a v i n g s i n c l u d e : Ba s e l i n e f o r A l l i a n c e p r o g r a m "" " Pr o j e c t e d u n i t s f o r A l l i a n c e p r o g r a m 00 9 w e i g h t e d ~n i t s ( C F l : ~ ~ . Fi ) ( j ~ r e s ) m 35 5 00 0 C F l : s 09 0 F i x t u r e s 35 0 , 12 2 C F L ' 19 , 70 0 F i ) ( j u r e s J 1 s t Q T R r e p 9 r t i n g 9 ~ l y ) 66 k W h / y r p e r C F L 11 9 k \ ' V ~ / y r p e r f i x t u r e , 63 a M W 63 9 , 57 0 20 a M W To t a l a c t u a l u n i t s f o r t h e r e g i o n Sa v i n g s p e r u n i t To t a l s a v i n g s f o r t h e r e g i o n Co u p o n s r e d e e m e d ( u t i l i t y p r o g r a m s ) Sa v i n g s a s s o c i a t e d w i t h c o u p o n s r e d e e m e d (d i r e c t u t i l i t y p r o g r a m s ) Nu m b e r o f b bs g i v e n aw a y . (u t i l i t y p r o g r a m s ) Sa v i n g s a s s o c i a t e d w i t h b u l b g i v e - aw a y s (~ i r e c t u t i l i t y p r o g r a m s ) m m ' " , Ma r k e t e f f e c t s i n c l u d i n g A l l i a n c e p r o g r a m s a v i n g s (r e g i o n l e s s u t i l i t y c o u p o n s a n d g i v e a w a y s ) 61 4 25 7 12 a M W 31 a M W CO M M E N T A R Y In F e b r u a r y 2 0 0 1 , t h e A l l i a n c e B o a r d a p p r o v e d a s u p p l e m e n t a l f u n d i n g r e q u e s t f o r a n .: ( ~ N o n " " " ' T E " " , v E H I , , " ' c v ' \ I I " ' C E 20 0 1 M a r k e t A c t i v i t i e s R e p o r t "f f i (f ) :;: : ; (J ) (f ) (J ) ad d i t i o n a l $ 8 0 0 , 00 0 f o r 2 0 0 1 - 20 0 2 . T h e s u p p i e m e n t a l f u n d i n g w a s i n t e n d e d t o c o v e r t h e ad d i t i o n a l c o s t o f m o r e a c t i v e i y p a r t n e r i n g w i t h u t i i i t i e s o v e r t h e t w o - ye a r p e r i o d t o l e v e r - ag e g r e a t e r e n e r g y s a v i n g s d u r i n g a s h o r t a g e o f a f f o r d a b l e e n e r g y s u p p l i e s , PU B L I C A T I O N S 00 - 05 1 Re s i d e n t i a l E n e r g y E f f i c i e n t L i g h t i n g C a n s u m e r R e s e a r c h M a r k e t R e p a r t E9 9 - 03 8 M a r k e t P r a g r e s s Ev a i u a t i a n R e p a r t , N o . , 2 ( 9 1 9 9 ) E9 9 - 03 5 M a r k e t Pr o g r e s s E v a l u a t i a n R e p a r t , N o . , 2 ( 8 1 9 9 ) E9 8 - 01 9 M a r k e t Pr o g r e s s E v a l u a t i a n R e p a r t , N o . , 1 ( 1 2 1 9 8 ) E9 8 - 01 6 M a r k e t Pr o g r e s s E v a l u a t i a n R e p a r t , N o . . 1 ( 1 1 1 9 8 ) E9 8 - 01 4 M a r k e t Ba s e l i n e E v a l u a t i a n R e p a r t Lig h t w i s e A n n u a l R e p a r t ( 8 1 9 8 ) EN E R G Y S T A R Re s o u r c e E f f i c i e n t Cl o t h e s W a s h e r s ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n s t r a t e g y w a s t o i n c r e a s e m a r k e t s h a r e i n t h e N o r t h w e s t o f EN E R G Y S T A R c l o t h e s wa s h e r s e i t h e r t h r o u g h a n i n c r e a s e i n n a t i o n a l e n e r g y e f f i c i e n c y s t a n - da r d s o r t h r o u g h t h e c r e a t i o n o f a s u s t a i n a b l e m a r k e t t h r o u g h e d u c a t i o n , p r o m o t i o n a n d ma r k e t i n g , Th e p r o j e c t s t r a t e g y p r o m o t e d r e s i d e n t i a l a p p l i a n c e s b a s e d o n t h e EN E R G Y S T A R t e c h n i - ca l s p e c i f i c a t i o n s a n d m a r k e t i n g p l a t f o r m , T h e p r o j e c t w a s d e s i g n e d t o s u p p o r t r e t a i l e r s wh o m a r k e t a n d s e l l EN E R G Y S T A R qu a l i f i e d h o m e a p p i i a n c e s a n d c o n t i n u e t o e n c o u r a g e th e s a l e o f EN E R G Y S T A R c l o t h e s w a s h e r s , PR O J E C T P R O G R E S S I N D I C A T O R S ( . / in d i c a t e s p r o g r e s s i n d i c a t o r c o m p l e t e d ) Fin a l a d a p t i a n o f a n a t i o n a l a p p l i a n c e e f f i c i e n c y s t a n d a r d f o r c l o t h e s w a s h e r s , Su s t a i n a 1 5 % m a r k e t s h a r e f o r e n e r g y - e f f i c i e n t c l a t h e s w a s h e r s i n t h e N a r t h w e s t . In c r e a s e t h e n u m b e r o f q u a l i f y i n g p r o d u c t s a v a i l a b l e . In c r e a s e c o n s u m e r a w a r e n e s s a n d a c c e p t a n c e . PR O J E C T S T A R T M a r c h 1 9 9 7 SU M M A R Y . Al i o c a t e d Al l i a n c e p q l l a r s th r q u g h 1 2 ( 3 1 1 0 1 , Pr o j e c t Ev a l u a t i a n Pr o j e c t Ev a l u a t i o n Ac t u a l i l l i i a n ~ ~ p o l l a r ~ S p e n t i n ~ 0 0 1 T q t ~ L P q l i ~r s ~ p e n t t h r o u g h J ~ ( 3 1 I Q 1 20 0 1 A c t u a l a M W Cu m u l a t i v e a c t u a l a W i W t ~ r a u g h 1 2 1 3 1 / 0 1 Pr o j e c t e d a M W t h r o u g h 2 0 1 0 Es t i m a t e d C o s t Ef f e c t i v e ~ e s s l n d e x - To t a l R e s o u r c e P e r s p e c t i v e Es t i m a t e d L e v e l i z e d Co s t - To t a l R e s o u r c e P e r s p e c t i v e ( c e n t s / k W h ) $1 1 ~! j ! j , 54 7 $1 ~ O , OO Q $3 0 1 53 4 , , $2 3 , 38 1 $1 1 , 18 0 7~ 2 2. 4 8 10 2 , 25 . . . S o o Glo s s a r y o n p a g e 51 . Ne g a t i v e l e v e l i z e d c o s t s i n d i c a t e I h a t n o n - e l e c t r i c i t y s a v i n g s b e n e f i t s s u c h as tra n s m i s s i o n a n d d i s t r i b u t i o n sy s t e m b e n e l i t s , w a t a r s a v i n g s , a n d n a t u r a l g a s s a v i n g s a r e l a r g e r I h a n t h e i n c r e m e n l a l c o s t 0 1 I h e e n e r g y sa v i n g o p t i o n , .c ( ~ NO R T H " " ' T E N " O V E" ' C " N O A ' ' , lA N C E 20 0 1 M a r k e t A c t i v i t i e s R e p o r t KE Y H I G H L I G H T S F O R 2 0 0 1 Sa l e s a c t i v i t y f o r J a n u a r y a n d F e b r u a r y ( l a s t mo n t h s o f s a l e s p e r s o n i n c e n t i v e of f e r i n g ) r e m a i n e d s t r o n g ( 3 , 00 0 u n i t s / m o n t h ) , Th r e e - m o n t h ( J a n - Ma r ) e x t e n s i o n o f p r o g r a m a l l o w e d f o r s m o o t h t r a n s i t i o n t o t h e ne w E N E R G Y S T A R H o m e P r o d u c t s p r o g r a m du r i n g t h e i n i t i a l p e r i o d w h e n EN E R G Y S T A R sp e c i f i c a t i o n c h a n g e s o c c u r r e d f o r c l o t h e s w a s h e r s a n d r e f r i g e r a t o r s . PR O J E C T E O A N D A C T U A L E N E R G Y S A V I N G S ( a M W ) .. 1 .. ' 19 9 7 19 9 8 19 9 9 20 0 0 20 0 1 Pr o j e c t e d Ac t u a l CO M M E N T A R Y In D e c e m b e r 2 0 0 0 , t h e A l l i a n c e B o a r d a p p r o v e d a t h r e e - m o n t h e x t e n s i o n o f t h e p r o - gr a m t h r o u g h M a r c h 2 0 0 1 . T h e i n t e n t o f t h e e x t e n s i o n w a s t o a l l o w f o r p r o g r a m c o n t i n u - it y t o e i t h e r t r a n s i t i o n t o a b r o a d e r EN E R G Y S T A R p r o g r a m o r ex i t t h e m a r k e t . U l t i m a t e l y , t h e Bo a r d a p p r o v e d t h e n e w E N E R G Y S T A R Ho m e P r o d u c t s p r o g r a m i n F e b r u a r y 2 0 0 1 , o f w h i c h cl o t h e s w a s h e r s i s a c o m p o n e n t , a n d t h i s p r o j e c t e n d e d . PU B L I C A T I O N S EO O - 06 5 M a r k e t Pr o g r e s s E v a l u a t i o n R e p a r t N o , 4 ( 1 1 1 0 0 ) 00 - 05 7 O p p o r t u n i t i e s f o r Ne w A p p l i a n c e M a r k e t T r a n s f o r m a t i o n P r o g r a m s i n t h e N o r t h w e s t Ma r k e t R e s e a r c h R e p o r t ( 8 1 0 0 ) Ma r k e t P r o g r e s s E v a l u a t i o n R e p o r t , N o , 3 ( 5 1 9 9 ) Ma r k e t P r o g r e s s E v a l u a t l a n R e p o r t , N o , 2 ( 8 1 9 8 ) Ma r k e t P r o g r e s s E v a l u a t i a n R e p o r t , N o , 1 (1 / 9 8 ) E9 9 - 02 6 E9 8 - E9 8 - 00 3 EN E R G Y S T A R Ho m e P r o d u c t s ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n s t o r y i s f o c u s e d o n i n c r e a s i n g m a r k e t s h a r e o f EN E R G Y S T A R - qu a l i f i e d p r o d u c t s p u r c h a s e d i n r e t a i l c h a n n e i s t h a t s e l l w h i t e g o o d s , i n c l u d i n g a p p l i a n c e s an d h o m e e i e c t r o n i c s , a s w e l l a s n a t i o n a l c h a i n s w h e r e w i n d o w s a n d l i g h t i n g a r e s o l d . Th r o u g h m a r k e t i n g , m e d i a r e l a t i o n s a n d f i e l d s e r v i c e s , t h e p r o g r a m s u p p o r t s a n d l e v e r - ag e s t h e e f f o r t s o f n a t i o n a i i n i t i a t i v e s , m a n u f a c t u r e r a n d r e t a i l e r p a r t n e r s , l o c a i u t i l i t y a c q u i - sit i o n p r o g r a m s , a n d o t h e r e x i s t i n g EN E R G Y S T A R p r o g r a m s (l i g h t i n g a n d w i n d o w s ) . , Th e p r o g r a m i s d e s i g n e d t o : s u p p o r t r e t a i l e r s w h o m a r k e t a n d s e l l EN E R G Y S T A R - qu a l i f i e d pr o d u c t s t h r o u g h c o o p e r a t i v e m a r k e t i n g r e l a t i o n s h i p s a n d l e v e r a g i n g o f l o c a l u t i l i t y e f f o r t s , pr o v i d e p u b l i c r e l a t i o n s a n d m e d i a o u t r e a c h t o s u p p o r t EN E R G Y S T A R a w a r e n e s s , a n d c o o r - di n a t e u t i l i t y i n c e n t i v e p r o g r a m s w i t h r e t a i l e r p r o d u c t p r o m o t i o n s . PR O J E C T P R O G R E S S I N D I C A T O R S ( . / in d i c a t e s p r o g r e s s i n d i c a t o r c o m p l e t e d ) EN E R G Y S T A R br a n d a w a r e n e s s i s i n c r e a s e d a c r a s s a l l p r o d u c t s s o l d i n w h i t e g o o d s r e t a i l ( i n c l u d - in g n a t i o n a l c h a i n s ) , Ex i s t i n g EN E R G Y S T A R pr o j e c t - s p e c i f i c p r o g r a m s ( I . e , l i g h t i n g a n d w i n d a w s ) a r e i e v e r a g e d t o In c r e a s e b r a n d i n g o p p o r t u n i t i e s , .c ( ~ NO R T H " " ' T E N E R O V EF f l c ' , " " , At" , " u 20 0 1 M a r k e t A c t i v i t i e s R e p o r t :;: : ; (J ) (f ) (J ) .. . . .Cf ) Uti l i t i e s h a v e a c c e s s t o l e v e r a g e p r o g r a m i n f r a s t r u c t u r e ( L e , r e t a i l r e l a t i o n s h i p s , a d m i n i s t r a t i o n su p p o r t ) t o e n h a n c e t h e i r r e s o u r c e a c q u i s i t i o n e f f o r t s , Co o r d i n a t i o n w i t h n a t i o n a l p a r t n e r s ( L e , C o n s o r t i u m f o r E n e r g y E f f i c i e n c y , EfJ E R G Y S T A R ) co n t i n - ue s t o m a x i m i z e p r o g r a m i m p a c t s PR O J E C T S T A R T M a r c h 2 0 0 1 SU M M A R Y ' Al l o c a t e d A l l i a n c e D o l i a r s t h r o u g h 1 2 / 3 1 / 0 1 Pr o j e c t Ev a l u a t i o n Pr o i e c t Ev a l u a t i o n 22 4 33 9 $3 2 0 00 0 12 7 07 5 $7 3 64 6 20 0 72 1 29 , Ac t u a l A l l i a n c e D o i l a r s S p e n t i n 2 0 0 1 To t a l D o l i a r s S p e n t t h r o u g h 1 2 / 3 1 / 0 1 20 0 1 A c t u a l a M W Cu m u l a t i v e a c t u a l a M W t h r o u g h 1 2 / 3 1 / 0 1 Pr o j e c t e d a M W t h r o u g h 2 0 1 0 Es t i m a t e d C o s t E f f e c t i v e n e s s In d e x - To t a l R e s o u r c e P e r s p e c t i v e Es t i m a t e d L e v e l i z e d Co s t - To t a l R e s o u r c e P e r s p e c t i v e ( c e n t s / k W h ) Se e G / o s s a r y o n p a g e 51 . KE Y H I G H L I G H T S F O R 2 0 0 1 Ma r k e t s h a r e i n t h e N o r t h w e s t f o r EN E R G Y S T A R - qu a l i f i e d c l o t h e s w a s h e r s g r e w f r o m 15 % in 2 0 0 0 to 30 % b y t h e e n d o f 2 0 0 1 , Nu m b e r o f u t i l i t i e s p a r t i c i p a t i n g w i t h i n c e n t i v e s h a s m o r e t h a n d o u b l e d s i n c e 2 0 0 0 fro m 26 t o 5 6 ut i l i t i e s i n 2 0 0 1 . Th e p r o g r a m w a s t h e f i r s t i n t h e c o u n t r y t o l e v e r a g e ma j o r r e t a i l e r s 1 0 % d i s c o u n t co u p o n as a di r e c t o f f e r t o u t i l i t y c u s t o m e r s . Pr o g r a m l a u n c h e d ma j o r p u b l i c r e l a t i o n s e f f o r t t o m a k e t h e c o n n e c t i o n b e t w e e n t h e in - s t o r e m a r k e t i n g a n d p r o d u c t m a r k e t i n g a n d t h e EN E R G Y S T A R s t o r y , PR O J E C T E D A N O A C T U A L E N E R G Y S A V I N G S ( a M W ) ~ 0 . .. 0 . 4 :c ~ 19 9 7 19 9 8 19 9 9 20 0 0 20 0 1 Pr o i e c / e d Ac t u a / Th e d a t a to r 20 0 1 w a s c o m p i l e d b y u s i n g a g g r e g a t e m a r k e t d a t a p r o v i d e d b y EN E R G Y ST A R ( b a s e d o n s a l e s f r o m n a t i o n a l re t a i l c h a i n s ) , a n d h i s t o r i c a l i n d u s t r y s a l e s f o r a p p l i a n c e pr o d u c t c a t e g o r i e s . T h e w i d e d i s p a r i t y b e t w e e n a c t u a l a n d p r o j e c t e d s a v i n g s f o r 2 0 0 1 i s be c a u s e t h e p r o j e c t i o n i s b a s e d o n v e r y s m a l l m a r k e t p e n e t r a t i o n s f o r e a c h o f t h e p r o d - uc t c a t e g o r i e s ( d i s h w a s h e r s , r e f r i g e r a t o r s a n d r o o m a i r c o n d i t i o n e r s ) , T h e s e p r o j e c t i o n s we r e u s e d b e c a u s e c h a n g e s i n f e d e r a l e f f i c i e n c y s t a n d a r d s a n d c o r r e s p o n d i n g EN E R G Y ST A R l e v e i s w e r e to t a k e e f f e c t a t t h e b e g i n n i n g o f 2 0 0 1 , A t t h e t i m e t h e s e p r o j e c t i o n s w e r e ma d e i n 2 0 0 0 , v e r y f e w q u a l i f y i n g m o d e l s e x i s t e d i n t h e m a r k e t p l a c e , Ac t u a l s a l e s f o r EN E R G Y S T A R re f r i g e r a t o r s , t h e r e f o r e , w e r e 1 6 t i m e s h i g h e r a n d EN E R G Y S T A R d i s h w a s h e r sa l e s w e r e 1 . 5 t i m e s h i g h e r t h a n p r o j e c t e d , -( I D NO R T H W E S T E " ' R r , y E" , c , , " o " U r A N U 20 0 1 M a r k e t A c t i v i t i e s R e p o r t CO M M E N T A R Y Th e E N E R G Y S T A R H o m e P r o d u c t s p r o g r a m wa s a p p r o v e d b y t h e B o a r d i n F e b r u a r y f o r fu n d i n g t h r o u g h D e c e m b e r 2 0 0 3 , T h e t r a n s i t i o n f r o m a n i n c e n t i v e b a s e d p r o g r a m w h i c h pr o v i d e d a n o p p o r t u n i t y t o c o l l e c t m a r k e t d a t a o n s a l e s o f EN E R G Y S T A R - qu a l i f i e d c l o t h e s wa s h e r s , t o t h e f o c u s o n b r a n d a w a r e n e s s p r e s e n t s a c h a l l e n g e i n m o n i t o r i n g t h e s t a t u s of m a r k e t a c t i v i t y , PU 8 L 1 C A T I O N S No r e p o r t s h a v e b e e n p u b l i s h e d o n t h i s p r o j e c t y e t , Pe r f o r m a n c e - Te s t e d Co m f o r t S y s t e m s (P T C S ) ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n s t r a t e g y i s t o i n f o r m h o m e o w n e r s a n d c o n t r a c t o r s a b o u t t h e be n e f i t s o f a p r o p e r l y f u n c t i o n i n g r e s i d e n t i a l h e a t i n g , v e n t i l a t i n g an d a i r c o n d i t i o n i n g (H V A C ) s y s t e m s ( w h i c h c a n r e s u l t i n a 3 0 % i n c r e a s e i n e n e r g y e f f i c i e n c y ) , a n d i n c r e a s e t h e de m a n d a n d s a t i s f a c t i o n a m o n g r e s i d e n t i a l c u s t o m e r s f o r p r o p e r l y f u n c t i o n i n g H V A C s y s - te m s , T h e s t r a t e g y i n c l u d e s t h e c r e a t i o n o f a s e l f - s u p p o r t i n g o r g a n i z a t i o n t o p r o v i d e t r a i n - in g , c e r t i f i c a t i o n a n d m a r k e t i n g t o a s s i s t c o n t r a c t o r s a n d u t i l i t i e s t o c e r t i f y t h a t h o m e H V A C up g r a d e s c o m p l y w i t h s p e c i f i c a t i o n s , Th e p r o j e c t s t r a t e g y i s t o e s t a b l i s h t e s t i n g , r e t r o f i t t i n g a n d c e r t i f i c a t i o n o f H V A C s y s t e m s as a v i a b l e b u s i n e s s f o r N o r t h w e s t c o n t r a c t o r s a n d c r e a t e a s u s t a i n e d d e m a n d f o r e f f i c i e n t HV A C s y s t e m s i n n e w a n d e x i s t i n g h o m e s i n I d a h o , M o n t a n a , O r e g o n a n d W a s h i n g t o n . Th e c o r e t a c t i c i s p e r f o r m a n c e t e s t i n g t o a c c u r a t e i y i d e n t i f y H V A C s y s t e m p r o b l e m s a n d as s u r e q u a l i t y i m p r o v e m e n t s . T h e p r o j e c t h a s d e v e l o p e d p r o t o c o l s , s p e c i f i c a t i o n s a n d pr o c e d u r e s f o r t e s t i n g a n d r e t r o f i t t i n g p o o r l y f u n c t i o n i n g H V A C s y s t e m s , PR O J E C T P R O G R E S S I N D I C A T O R S ( . / i n d i c a t e s pr o g r e s s in d i c a / o r co m p l e t e d ) Co m p l e t i o n o f H P / A C d i a g n o s t i c s e r v i c e s p e c i f i c a t i o n s , p r o c e d u r e s a n d t r a i n i n g c u r r i c u l u m , Re v i s i o n a n d e f f e c t i v e i m p l e m e n t a t i o n o f t h e b u s i n e s s p l a n f o r a s e l f - s u s t a i n i n g , s e l f - s u p p o r t i n g co n t r a c t o r t r a i n i n g a n d c e r t i f i c a t i o n p r o g r a m , 0 A 20 % i n c r e a s e ( o v e r b a s e l i n e ) i n c o n s u m e r a n d c o n t r a c t o r a w a r e n e s s o f t h e i m p a c t o f p o o r l y fu n c t i o n i n g H V A C s y s t e m s o n e n e r g y u s e , c o m f o r t , h e a l t h a n d s a f e t y , a n d h o w d e s i g n , i n s t a l l a - tio n a n d m a i n t e n a n c e p r a c t i c e s c a n i m p r o v e p e r f o r m a n c e , Ma r k e t d e m a n d a m o n g r e s i d e n t i a l c u s t o m e r s r e s u l t i n g i n c e r t i f i e d c o n t r a c t o r j o b s , Sa t i s f a c t i o n a m o n g c u s t o m e r s w i t h e n e r g y a n d n o n - e n e r g y b e n e f i t s o f i m p r o v e m e n t s a n d s y s - te m c e r t i f i c a t i o n , At l e a s t 3 0 c o n t r a c t o r f i r m s p a r t i c i p a t i n g a n d a t l e a s t 2 0 0 n e w t r a i n e d a n d c e r t i f i e d t e c h n i c i a n s an d 5 0 r e n e w a l s f r o m t h e N o r t h w e s t . ( 1 6 5 f i r m s c e r t i f i e d t h r o u g h y e a r e n d ) At l e a s t e i g h t n e w u t i l i t i e s p a r t i c i p a t i n g , ( S e v e n u t i i i t i e s p a r t i c i p a t i n g b y y e a r e n d , At l e a s t 4 0 % o f t o t a i r e v e n u e s f o r P T C S s e r v i c e s f r o m n o n - All i a n c e s o u r c e s , ( R e a c h e d 7 % a t ye a r e n d , At l e a s t 3 00 0 h o m e s t r e a t e d ( t e s t e d a n d c e r t i f i e d / l a b e l e d ) i n 2 0 0 2 , Es t i m a t e d e l e c t r i c i t y s a v i n g s o f 4 , 8 m i l l i o n k W h i n 2 0 0 2 , PR O J E C T S T A R T S e p t e m b e r 1 9 9 7 .: ( I D N O R T H w " n " " " " y " " ' 0 " " 0 ", 1 . I " c r . 20 0 1 M a r k e t A c t i v i t i e s R e p o r t ... . ; . t\ 1 -. . : ; (i j ii ) , t: r : , SU M M A R Y ' All o c a t e d A l l i a n c e D o l l a r s t h r o u g h 1 2 / 3 1 / 0 1 Pr o j e c t Ev a l u a t i o n Pr o j e c t Ev a l u a t i o n 67 1 00 0 $3 4 0 00 0 $2 9 2 37 2 "" , $2 0 00 0 53 7 32 3 13 ,1,1 0 Ac t u a l A l l i a n c e D o l l a r s S p e n t i n 2 0 0 1 T~ t a l D O l l a r s S p e n t t h r o u g h 1 2 / 3 1 / 0 1 20 0 1 A c t u a l a M W ,. . . . .. . . . . . . . . . . . . . . .. . . . . . . , . . . . . . .. . . , . . Cu r n u l a t i ve a c t u ~ l a W i v v t h r ~ u g ~ 1 2 / 3 1 1 Q 1 , Pr o j e c t e d a M l J V t ~ r o u g h ? 0 1 0 "" , , , ~~ t i m ~ t e ~ q ~ s t E I T e c t i v e ~ e s s ln d e x ' ::: : : : T o l a l fi e s o u r ~ e P e r s p e c t i v e Es t i m a t e ~ l e v e l i z e d Go s t = To l ~ / R e s o u r c e p " e r s p e c t i v e ( c e n l s / k W h ) Se e G l o s s a r y o n p a g e 51 . KE Y H I G H L I G H T S F O R 2 0 0 1 , A n ex e c u t i v e d i r e c t o r wa s hi r e d f o r C l i m a t e C r a f t e r s , i m p l e m e n t e r of P T C S . Tr a i n e r s t r a i n e d on g a s he a t i n g a n d h e a t p u m p , a n d air co n d i t i o n i n g m o d u l e s , . A bu s i n e s s p l a n wa s co m p l e t e d , Th r o u g h 2 0 0 1 , o v e r 2 , 40 0 N o r t h w e s t ho m e s ha d t h e i r d u c t s t e s t e d a n d c e r t i f i e d , . T h e PT C S t r a d e m a r k wa s es t a b l i s h e d a n d p r o t e c t e d , Se v e n u t i l i t i e s s i g n e d u p in 20 0 1 to pa r t i c i p a t e , PR O J E C T E D A N D A C T U A L E N E R G Y S A V I N G S ( a M W ) ~ 0 , .. 0 . 4 ~: ~ == I ~n L - 8 t : L l Ji l l = 19 9 7 19 9 8 19 9 9 20 0 0 20 0 1 Pr o j e c t e d Ac l u a l Sa v i n g s w e r e l o w e r t h a n o r i g i n a l p r o j e c t i o n s d u e t o a i o n g e r d e v e l o p m e n t p h a s e a s t h e pr o j e c t t r a n s i t i o n e d t r o m a p i l o t t o a r e g i o n a l p r o j e c t b e g i n n i n g i n m i d - 19 9 9 , T h e r e - de v e l - op m e n t p r i o r t o 2 0 0 1 a n d t h e r e o r g a n i z a t i o n o f C l i m a t e c r a f t e r s i n 2 0 0 1 s h i f t s m o r e p r o - je c t e d s a v i n g s t o 2 0 0 2 a n d b e y o n d a s t h e f u l l p r o g r a m i s d e l i v e r e d . CO M M E N T A R Y Th e e v a l u a t i o n h a s f o u n d t h a t p a r t i c i p a t i n g c o n t r a c t o r s ( I . e , t r a i n e d a n d c e r t i f i e d ) h a d si g n i f i c a n t l y b e t t e r p r a c t i c e s b o t h i n d i a g n o s i s a n d m e a s u r e i m p l e m e n t a t i o n , F o r e x a m p l e , ab o u t 9 0 % o f t h e p a r t i c i p a n t s u s e d m a s t i c t o s e a l d u c t s c o m p a r e d t o o n l y 5 0 % o f n o n - pa r t i c i p a n t s , I n a d d i t i o n , t w i c e a s m a n y p a r t i c i p a n t s n o w o w n a n d u s e d i a g n o s t i c e q u i p - me n t c o m p a r e d t o n o n - pa r t i c i p a n t s . PU B L I C A T I O N S EO O - 07 1 M a r k e t Ba s e l i n e E v a l u a t i o n R e p o r t N o , 2 (1 2 1 0 0 ) E9 9 - 02 0 M a r k e t Ba s e l i n e E v a l u a t i o n R e p o r t ( 1 / 9 9 ) .; ( : ~ N O H I I " " ' T E " , Re , V E F F I C I , " C Y . 1 1 . 1. " ' " ' 20 0 1 M a r k e t A c t i v i t i e s R e p o r t Su p e r G o o d C e n t s Ma n u f a c t u r e d H o u s i n g ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n g o a l fo r Su p e r G o o d C e n t s m a n u f a c t u r e d h o u s i n g i s t o ac h i e v e a n i n d u s t r y s u p p o r t e d q u a l i t y a s s u r a n c e c e r t i f i c a t i o n a n d m a r k e t i n g p r o g r a m , Th e p r o g r a m s t r a t e g y fo r th e S u p e r G o o d C e n t s i s t o c o n c e n t r a t e o n i n c r e a s i n g t h e m a r - ke t s h a r e o f S u p e r G o o d C e n t s m a n u f a c t u r e d h o m e s t h r o u g h t h e d e v e l o p m e n t a n d i m p l e - me n t a t i o n o f a n e w i n d u s t r y - a p p r o v e d m a r k e t i n g p i a n a n d s e c u r i n g i n d u s t r y f u n d i n g fo r te c h n i c a l c e r t i f i c a t i o n , Th e p r o g r a m g o a l s a r e f o c u s e d o n d e v e l o p m e n t a n d e x e c u t i o n o f a m a r k e t i n g p i a n t o dr i v e i n c r e a s e d s a l e s o f S u p e r G o o d C e n t s m a n u f a c t u r e d h o m e s , I n a d d i t i o n t o m e d i a ma r k e t i n g , h o m e s h o w s a n d p o i n t - o f - s a l e m a t e r i a l s , m a r k e t i n g e f f o r t s w i l l i n c i u d e r e t a i l e r sa i e s t r a i n i n g a n d l o c a l u t i l i t y s p o n s o r e d m a r k e t i n g , PR O J E C T P R O G R E S S I N D I C A T O R S ( . , / in d i c a t e s p r o g r e s s i n d i c a t o r c o m p l e l e d ) In c r e a s e n u m b e r o f S u p e r G o o d G e n t s h o m e s b u i i t a n d s i t e d i n t h e N o r t h w e s t . In c r e a s e m a r k e t s h a r e b y 4 % p e r y e a r , In c r e a s e i n n u m b e r o f m a n u f a c t u r e r s p r o d u c i n g S u p e r G o o d G e n t s h o m e s , In c r e a s e i n d u s t r y c o m m i t m e n t t o s u p p o r t m a r k e t i n g a c t i v i t i e s . le v e r a g e o t h e r c o n t r i b u t i o n s ( u t i i i t y r e b a t e s , t a x c r e d i t s , e t c . PR O J E C T S T A R T J u n e 1 9 9 7 SU M M A R Y ' Al l o c a t e d A l l i a n c e D o l l a r s t h r o u g h 1 2 / 3 1 / 0 1 Pr o j e c t Ev a l u ~ t i o n " Pr o l e ~ I Ev a l u a t i o n 72 9 , 50 0 $2 ~ O , OO O , $ 7 5 3 , 89 0 $2 2 1 ~ 5 $2 , 4 6 4 15 1 5.4 8 20 . 4 0 1. 4 0 Ac t u a l A l l i a n c e D o l l a r s S p e n t i n 2 0 0 1 To t a l D o i i a r s S p e n t t h r o u g h 1 2 / 3 1 / 0 1 20 0 1 A c t u a l a M W Gu m u l a t i v e a c t u a l a M W t h r o u g h 1 2 / 3 1 / 0 1 Pr o j e c t e d a M W t h r o u g h 2 0 1 0 Es t i m a t e d G o s t E f f e c t i v e n e s s In d e x - To / a l R e s o u r c e P e r s p e c t i v e Es t i m a t e d l e v e l i z e d Go s t - To t a l R e s o u r c e P e r s p e c t i v e ( c e n t s / k W h ) . S e e G l o s s a r y on p a g e 51 . KE Y H I G H L I G H T S F O R 2 0 0 1 Re c e i v e d i n d u s t r y a p p r o v a l f o r m a r k e t i n g p l a n a n d i m p l e m e n t a t i o n s t r a t e g y , De v e l o p e d c r e a t i v e c o l l a t e r a l , a d s a n d w e b s i t e a n d l a u n c h e d d i r e c t r e s p o n s e m a r k e t - in g c a m p a i g n , Pr o v i d e d sa l e s tr a i n i n g / m a r k e t i n g s u p p o r t to d e a l e r s , Tr a n s i t i o n e d pr o g r a m i n Ju l y 2 0 0 1 to le v e r a g e l o c a l u t i l i t y pro g r a m as s i s t a n c e to p r o - mo t e Su p e r G o o d C e n t s m a n u f a c t u r e d ho m e s , Do u b l e d f h e n u m b e r of uti l i t i e s o f f e r i n g i n c e n t i v e s ( t o c o n s u m e r s a n d d e a l e r s ) f o r Su p e r G o o d C e n t s ( t o t a l of 40 u t i l i t i e s ) , .: ( ~ N O H " " " , T " " " , Y " H I e " , , " " " "'" 20 0 1 M a r k e t A c t i v i t i e s Re p o r t CIS +i i (J ) t: r : PR O J E C T E D A N D A C T U A L E N E R G Y S A V I N G S ( a M W ) ~ 2 .. 1 i. " " , -- , 20 0 0 20 0 1 19 9 7 19 9 8 19 9 9 Pr o j e c l e d Ac l u a l We b e l i e v e 2 0 0 1 a c t u a l s a v i n g s a r e l o w e r t h a n a n t i c i p a t e d d u e i n p a r t t o t h e d o w n t u r n in o v e r a l l s a l e s o f m a n u f a c t u r i n g h o u s i n g , a n d s o u r c e s f o r d a t a t r a c k i n g c h a n g e d m i d - ye a r fr o m s i t e d u n i t s t o m a n u f a c t u r e r s r e p o r t i n g p r o d u c t i o n d a t a , CO M M E N T A R Y Th e e c o n o m i c c l i m a t e c o n t i n u e d t o d e c l i n e a l o n g w i t h t h e s a i e s o f m a n u f a c t u r e d h o m e s du r i n g t h e f i r s t c o u p l e o f m o n t h s o f i m p l e m e n t i n g t h e n e w S u p e r G o o d C e n t s m a r k e t i n g ca m p a i g n . T h e i n d u s t r y s a b i l i t y t o p r o v i d e m a t c h i n g f u n d s w a s h i g h i y d e p e n d e n t o n a mu c h - im p r o v e d s a l e s f o r e c a s t . W i t h o n l y o n e m e d i a f i i g h t r u n u n d e r t h e n e w c a m p a i g n i n th e s p r i n g , t h e h o p e s f o r a n e f f e c t i v e c a m p a i g n w e r e c u t s h o r t , B e c a u s e o f t h e d e c l i n e i n sa l e s a n d a n i n c r e a s e d i n t e r e s t b y u t i l i t i e s i n n e w s a v i n g s m e a s u r e s , t h e p r o g r a m t r a n s i - tio n e d t o f o c u s o n w o r k i n g w i t h u t i l i t i e s t o s u p p o r t S u p e r G o o d C e n t s t h r o u g h p u b l i c p u r - po s e i n c e n t i v e s a n d m a r k e t i n g , PU B L I C A T I O N S E9 9 - 02 2 M a r k e t Pro g r e s s E v a l u a t i o n R e p o r t ( 2 / 9 9 ) E9 8 - 01 3 M a r k e t Ba s e l i n e E v a l u a t i o n R e p o r t ( 8 / 9 8 ) Pr o j e c t s w i t h T r a c k e d E l e c t r i c i t y S a v i n g s Co m m e r c i a l Bu i l d i n g O p e r a t o r Ce r t i f i c a t i o n ( B O C ) ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n s t r a t e g y i s t o c r e a t e a i a s t i n g i m p r o v e m e n t i n t h e p r a c t i c e o f ef f i c i e n t c o m m e r c i a l b u i l d i n g o p e r a t i o n a n d m a i n t e n a n c e b y e d u c a t i n g a n d c e r t i f y i n g bu i l d i n g o p e r a t o r s i n e n e r g y - e f f i c i e n t p r a c t i c e s . Th e p r o j e c t s t r a t e g y i s t o e x p a n d t h e a v a i l a b i l i t y o f t r a i n i n g a n d c e r t i f i c a t i o n i n e n e r g y - ef f i c i e n t p r a c t i c e s t o b u i i d i n g o p e r a t o r s u n d e r c o o r d i n a t e d p r o g r a m s i n a l l f o u r N o r t h w e s t st a t e s , T h e p r o j e c t g o a l i s t o e s t a b l i s h a s u s t a i n a b l e o p e r a t i o n s a n d m a i n t e n a n c e t r a i n i n g en v i r o n m e n t f o r N o r t h w e s t b u i l d i n g o p e r a t o r s . PR O J E C T P R O G R E S S I N D I C A T O R S ( v ' in d i c a t e s p r o g r e s s i n d i c a t o r c o m p l e t e d ) "'" E s t a b l i s h a n d s u s t a i n a n i n d u s t r y - le d , v o l u n t a r y , c o m p e t e n c y - ba s e d c e r t i f i c a t i o n p r o c e s s t h a t i s re c o g n i z e d a n d v a l u e d b y b u i l d i n g o p e r a t o r s a n d e m p l o y e e s , "'" S e c u r e a c c r e d i t a t i o n a n d r e c o g n i t i o n f r o m i n s t i t u t i o n s , e m p l o y e r s , a n d f a c i l i t y - or i e n t e d a s s o c i a - tio n s , "' " I n c r e a s e n o n - All i a n c e I n c o m e ; s o l i c i t s p o n s o r s h i p s a n d c o - m a r k e t i n g o p p o r t u n i t i e s w i t h f a c i l i t y as s o c i a t i o n s , u t i l i t i e s a n d l a r g e e m p l o y e r s , "'" C o n d u c t o n g o i n g m a r k e t r e s e a r c h t o i d e n t i f y a d d i t i o n a l o p p o r t u n i t i e s f o r ce r t i f i c a t i o n , "'" D e v e l o p a n d o f f e r t w o o r m o r e l e v e i s o f t r a i n i n g . .. ( ~ NO R T H " " ' T " " R e , y " T F I " ' , " O A I I , 'A N C ' 20 0 1 M a r k e t A c t i v i t i e s R e p o r t PR O J E C T S T A R T J a n u a r y 1 9 9 7 SU M M A R Y ' All o c a t e d A l l i a n c e D o l l a r s t h r o u g h 1 2 / 3 1 / 0 1 " P r o j e c t Ev a l u a t i o n m , P r o l e c t Ev a l u a t i o n .. ! . 5 8 ~1 ? $2 4 5 90 9 ~~ 4 , ~6 A mm $ 6 Q , 45 ~ $1 , 78 ~ , 09 2 16 , Ac t u a l A l l i a n c e D o l l a r s S p e n t i n 2 0 0 1 To t a l D o l l a r s S p e n t t h r o u g h 1 2 / 3 1 / 0 1 20 0 1 A c t u a l a M W Cu m u l a t i v e a c t u a l a M W t h r o u g h 1 2 / 3 1 / 0 1 ~r o j e c t e d a M W t h r o u g h 2 Q 1 0 Es t i m a t e d C o s t E f f e c t i v e n e s s In d e x - To t a l R e s o u r c e P e r s p e c t i v e Es t i m a t e d L e v e l i z e d C o s t ~ To t a l R e s o u r c e p e r s p e c t i v e ( c e n t s I k W h ) Se e G l o s s a r y on pa g e 51 . KE Y H I G H L I G H T S F O R 2 0 0 1 Th e p r o j e c t c o n t i n u e d t o r e c r u i t , t r a i n , a n d c e r t i f y o p e r a t o r s i n f h e r e g i o n (2 6 op e r a t o r s we r e c e r t i f i e d i n I d a h o 23 in M o n t a n a , 33 in O r e g o n a n d 76 in W a s h i n g t o n ) , Th e N o r t h w e s t E n e r g y E f f i c i e n c y C o u n c i l ( N E E C ) l i c e n s e d i t s Le v e l l a n d cu r r i c u l a t o th e N o r t h w e s t E n e r g y E d u c a t i o n I n s t i t u t e , S a n D i e g o Ga s & El e c t r i c G o . a n d t h e En e r g y C e n t e r o f W i s c o n s i n , a n d h e l d de m o n s t r a t i o n c o u r s e s e r i e s a t S a c r a m e n t o Mu n i c i p a l U t i l i t y D i s t r i c t . NE E G h e l d co n t i n u i n g e d u c a t i o n cl a s s on w a t e r e f f i c i e n c y a t s i t e s i n W a s h i n g t o n a n d Or e g o n , a n d b e g a n d e v e l o p i n g a n o t h e r c l a s s o n e l e c t r i c c o n t r o l c i r c u i t s . Th e N o r t h w e s t B u i l d i n g O p e r a t o r s A s s o c i a t i o n ( N W B O A ) e x p a n d e d B O G i n t o M o n t a n a wit h co u r s e s e r i e s h e l d i n B o z e m a n i n O c t o b e ~ a n d e x p l o r e d a d d i t i o n a l m a r k e t i n g st r a t e g i e s f o r I d a h o , Bo t h N E E C a n d N W B O A h a v e i n c r e a s e d t u i t i o n to co v e r c o u r s e c o s t s , Tw o a d d i t i o n a l e m p l o y e e u n i o n s h a v e f o r m a l l y r e c o g n i z e d B O G as an a p p r o p r i a t e p r o - gr a m f o r c o n t i n u i n g e d u c a t i o n , PR O J E C T E D A N D A C T U A L E N E R G Y S A V I N G S ( a M W ) :; : 4 :: ; ;.. 2 19 9 7 19 9 8 19 9 9 20 0 0 20 0 1 Pr o j e c l e d Ac l u a l Ac t u a l s a v i n g s a r e b a s e d o n n u m b e r s o f o p e r a t o r s c e r t i f i e d ; h o w e v e r , a p p r o x l m a t e i y on i y 7 0 % o f B O C r e g i s t r a n t s r e c e i v e c e r t i f i c a t i o n , T h e p r o j e c t e d s a v i n g s w e r e o r i g i n a l l y ba s e d o n r e g i s t e r e d a t t e n d e e s , n o t c e r t i f i e d o p e r a t o r s , A l s o , m a n y o p e r a t o r s t r a i n e d i n 20 0 1 d i d n o t c o m p l e t e n e c e s s a r y p a p e r w o r k i n t i m e f o r c e r t i f i c a t i o n i n t h e c a l e n d a r y e a r , Th e e v a l u a t i o n r e p o r t d e t e r m i n e d t h a t t h e e s t i m a t e d e n e r g y s a v e d p e r c e r t i f i e d o p e r a t o r wa s m u c h l a r g e r t h a n o r i g i n a l l y e s t i m a t e d . T h i s n e w e s t i m a t e w a s a p p l i e d t o t h e y e a r 2 0 0 1 sa v i n g s . T h e c o r r e c t i o n f o r p r e v i o u s y e a r s w a s i n c l u d e d i n t h e c u m u l a t i v e t o t a l s a v i n g s bu t w a s n o t a p p l i e d t o t h e c h a r t , CO M M E N T A R Y Ac t i v i t i e s i n O r e g o n a n d W a s h i n g t o n a r e m a n a g e d b y NE E C ; t h o s e i n I d a h o a n d Mo n t a n a , b y N W B O A , N E E C h a s m a r k e t e d B O C w i t h t h e I n t e n t o f g e t t i n g s u p p o r t f r o m tr a d e a s s o c i a t i o n s a n d l i c e n s i n g i t s c u r r i c u l u m , N W B O A i s a m e m b e r - dr i v e n o r g a n i z a t i o n wh o s e s u p p o r t c o m e s d i r e c t l y f r o m b u i l d i n g o p e r a t o r s . To d a t e , B O G i s s e l f - s u p p o r t i n g i n W a s h i n g t o n , O r e g o n a n d I d a h o , E f f o r t s c o n t i n u e d i n 20 0 1 t o e s t a b l i s h a m a r k e t p r e s e n c e I n M o n t a n a . M a r k e t i n g s u p p o r t f o r M o n t a n a w i l l c o n - ti n u e t h r o u g h 2 0 0 2 , No n H " " ' T " , , " , ' " F F l C " , ~O A ' I "" " ' 20 0 1 M a r k e t A c t i v i t i e s R e p o r t (i j\;; ; " PU B L I C A T I O N S EO 1 - 08 8 Ma r k e t P r o g r e s s E v a l u a t i o n R e p o r t (9 / 0 1 ) EO 1 - 07 7 Ma r k e t P r o g r e s s E v a l u a t i o n R e p o r t (3 / 0 1 ) EO O - O5 2 Ma r k e t P r o g r e s s E v a l u a t i o n R e p o r t (5 / 0 0 ) E9 9 - 03 1 Ma r k e t P r o g r e s s E v a l u a t i o n R e p o r t (6 / 9 9 ) E9 9 - 02 7 Ma r k e t P r o g r e s s E v a l u a t i o n R e p o r t (5 / 9 9 ) E9 8 - 01 5 Ma r k e t P r o g r e s s E v a l u a t i o n R e p o r t ( 1 9 9 8 ) E9 8 - 00 7 Ma r k e t P r o g r e s s E v a l u a t i o n R e p o r t (5 / 9 8 ) E9 7 - 00 1 Ma r k e t P r o g r e s s E v a l u a t i o n R e p o r t (1 2 / 9 7 ) Co m m e r c i a l B u i l d i n g s In i t i a t i v e ( C B I ) ST R A T E G Y in Ju n e 2 0 0 1 , t h e A l l i a n c e B o a r d a p p r o v e d a b r o a d - ba s e d , m u l t i - ye a r a p p r o a c h t o im p r o v i n g t h e e n e r g y e f f i c i e n c y o f c o m m e r c i a l b u i l d i n g s , T h e g o a l s o f t h i s Co m m e r c i a l Bu i l d i n g s I n i t i a t i v e ( C B I ) a r e t o : . I n c r e a s e t h e aw a r e n e s s o f a n d b u i l d d e m a n d f o r e n e r g y e f f i c i e n c y i n t e r m s t h e ma r k e t u n d e r s t a n d s a n d v a l u e s , . D e v e l o p a n d d i s s e m i n a t e i n f o r m a t i o n to m a r k e t d e c i s i o n m a k e r s t h a t i s c r e d i b i e , re l i a b l e , a n d u s e f u l . , B u i l d a n d m a i n t a i n t h e c a p a b i l i t y to d e l i v e r e f f i c i e n t p r o d u c t s a n d s e r v i c e s i n t h e ma r k e t p l a c e , . S t a n d a r d i z e e n e r g y e f f i c i e n c y a s p a r t of t h e n o r m a i p r a c t i c e s w i t h i n t h e m a r k e t . Th e C B I b u i l d s o n p r i o r A l l i a n c e f u n d e d e f f o r t s t o r e a c h t h e c o m m e r c i a i s e c t o r , b u t a d d s se v e r a l n e w c o m p o n e n t s , T h e o v e r a l l s t r a t e g y i s b r o k e n i n t o s i x c o m p o n e n t s : 1 M a r k e t i n g a n d C o m m u n i c a t i o n s in c l u d e s d e v e l o p m e n t a n d p l a c e m e n t o f b u s i n e s s - to - bu s i - ne s s a d v e r t i s i n g , c o l l a t e r a l d e v e l o p m e n t , a n d a v a r i e t y o f i n f o r m a t i o n p r o d u c t s s u c h a s te c h n o l o g y u p d a t e s , c a s e s t u d i e s , a n d g u i d e l i n e s . T h i s c o m p o n e n t h a s t w o p r i m a r y fu n c t i o n s ; t o i n c r e a s e a w a r e n e s s o f B e t t e r B r i c k s s e r v i c e s ( B e t t e r B r i c k s i s t h e r e g i s t e r e d br a n d o f c B I i n f o r m a t i o n p r o d u c t s a n d s e r v i c e s ) a n d t o d e v e l o p a s e t o f c r e d i b l e , r e g i o n - al i n f o r m a t i o n t o c o m p l e m e n t o t h e r i n f o r m a t i o n r e s o u r c e s , 2 M a r k e t C o n n e c t i o n s in c l u d e s a h o t l i n e , w e b s i t e d e v e l o p m e n t , a n d a n a d v i s o r s s e r v i c e . Th e p r i m a r y p u r p o s e o f t h e M a r k e t C o n n e c t i o n s s e r v i c e s a r e t o p r o v i d e a f i r s t l e v e l o f in f o r m a t i o n a n d a s s i s t a n c e s e r v i c e s f o r b u s i n e s s e s r e s p o n d i n g t o B e t t e r B r i c k s m a r k e t - in g m e s s a g e s , 3 T a r g e t M a r k e t s in i t i a l l y i s o n l y f u n d e d f o r m a r k e t r e s e a r c h a n d d e v e l o p m e n t t a s k s , T h e Ta r g e t M a r k e t a p p r o a c h i s d e s i g n e d t o s p e a k t o e a c h s e l e c t e d m a r k e t i n i t s o w n l a n - gu a g e a b o u t t h e b e n e f i t s o f e n e r g y e f f i c i e n c y , i n c l u d i n g b o t h d i r e c t f i n a n c i a l b e n e f i t s o f en e r g y e f f i c i e n c y a n d t h e i n d i r e c t f i n a n c i a l b e n e f i t s o f t h e p r o d u c t i v i t y e n h a n c e m e n t s o f ad v a n c e d b u i l d i n g s y s t e m s , s u c h a s i m p r o v e d l i g h t i n g a n d c o m f o r t , T h r o u g h t h i s s t r a t - eg y , t h e A l l i a n c e h o p e s t o r e a c h k e y d e c i s i o n m a k e r s a n d a u d i e n c e s w h o h a v e n o t re s p o n d e d t o t y p i c a l e n e r g y e f f i c i e n c y m e s s a g e s . 4 E f f i c i e n t Bu s i n e s s an d T e c h n o l o g y S o l u t i o n s is a s e t o f s e r v i c e s d e s i g n e d t o h e l p o v e r c o m e ma r k e t i n e r t i a o r t e c h n o l o g y i s s u e s f o r a d i s c r e t e s e t o f p r o m i s i n g t e c h n i c a l s e r v i c e s o r pr o d u c t s , In th e f i r s t y e a r o f o p e r a t i o n s , t h e a r e a s o f f o c u s i n c l u d e i n c r e a s i n g t h e u s e o f da y l i g h t i n g , r e s o l v i n g l i g h t i n g c o n t r o l i s s u e s , e n h a n c i n g a n d e x p a n d i n g t h e u s e o f c o m - mi s s i o n i n g s e r v i c e s , a n d d e v e l o p i n g a n d t e s t i n g p r o t o c o l s t o i n c r e a s e t h e e f f i c i e n c y o f pa c k a g e d , u n i t a r y H V A C s y s t e m s . 5 E d u c a t i o n , T r a i n i n g a n d T e c h n i c a l A s s i s t a n c e co n t i n u e s t o s u p p o r t a v a r i e t y o f r e s o u r c e s th a t s e r v e t h e c o m m e r c i a l b u i l d i n g s m a r k e t . T h e s e i n c l u d e t h e L i g h t i n g D e s i g n L a b , t h e En e r g y I d e a s C l e a r i n g h o u s e , t r a i n i n g p r o g r a m s f o r f a c i l i t y m a n a g e r s , o u t r e a c h a n d .. ( ~ NO R T H " " ' T E ~ " o v E f F l C " N " A1 1 1 A N C F 20 0 1 M a r k e t A c t i v i t i e s R e p o r t tr a i n i n g e f f o r t s f o r a r c h i t e c t s , a n d s e v e r a l n a t i o n a l l i g h t i n g i n f o r m at i o n d e v e l o p m e n t pr o g r a m s , 6 C o d e s a n d S t a n d a r d s To s u p p o r t m a k i n g e n e r g y e f f i c i e n c y s t a n d a r d p r a c t i c e , C B I s u p - po r t s a p o r t f o l i o o f e f f o r t s t h a t w o r k w i t h a l l f o u r s t a t e s o n t h e c o n t i n u e d d e v e l o p m e n t of b u i l d i n g c o d e s , PR O J E C T P R O G R E S S I N D I C A T O R S Th e a p p r o a c h An i n t e g r a t e d e v a l u a t i o n p l a n w i l l b e d e v e l o p e d i n t h e f i r s t h a l f o f 2 0 0 2 , of t h e t h r e e - ye a r e v a l u a t i o n d e s i g n i s e x p e c t e d t o h a v e f o u r m a i n t i e r s : Ev a l u a t i o n o f G B l ' s o v e r a l l s t r a t e g i e s a n d i m p l e m e n t a t i o n . Ev a l u a t i o n o f t h e s i x m a i o r G B I c o m p o n e n t s , Ev a l u a t i o n o f n e w o r e x p a n d e d p r o g r a m e f f o r t s . Ev a l u a t i o n o f c u r r e n t , i n d i v i d u a l p r o g r a m s u b - c o m p o n e n t s , In i t i a l p r o g r e s s i n d i c a t o r s f o r t h e o v e r a l l s t r a t e g y a n d e a c h o f t h e s i x c o m p o n e n t s a r e dis c u s s e d b e l o w , A d d i t i o n a l p r o j e c t pr o g r e s s i n d i c a t o r s w i l l b e e s t a b l i s h e d d u r i n g t h e ev a l u a t i o n p l a n n i n g p r o c e s s , Ov e r a l l S t r a t e g y (s i g n i f i c a n t p r o g r e s s m a d e i n 2 0 0 1 ) 1 T h e ex t e n t t h a t t h e o v e r a l l s t r a t e g y p r o v i d e s a f r a m e w o r k f o r p l a n n i n g , d e v e l o p m e n t a n d im p l e m e n t a t i o n o f n e w a c t i v i t i e s , a s w e l l a s a s s i s t i n g i n d i r e c t i o n f o r e x i s t i n g p r o j e c t s , Ab i l i t y o f t h e G B I s t r a t e g y t o c a p t u r e s y n e r g i e s f r o m c o o p e r a t i o n a c r o s s i n d i v i d u a l p r o j e c t s an d p r o g r a m e l e m e n t s 3 T h e ex t e n t t h a t t h e G B I s t r a t e g y a s s i s t s i n t h e a l l o c a t i o n o f A l l i a n c e f i n a n c i a l a n d s t a f f re s o u r c e i n t h e c o m m e r c i a l s e c t o r , Ma r k e t i n g a n d C o m m u n i c a t i o n s In c r e a s e d a w a r e n e s s o f B e t t e r B r i c k s m e s s a g e s a m o n g k e y m a r k e t a c t o r s , In c r e a s e d u s a g e o f B e t t e r B r i c k s r e l a t e d s e r v i c e s b y k e y m a r k e t a c t o r s , 6 T h e ex t e n t t h a t t h e m a r k e t i n g s t r a t e g y r e a c h e s k e y m a r k e t a c t o r s i n b o t h s u p p l y an d d e m a n d r o l e s , Ma r k e t C o n n e c t i o n s In c r e a s e d u t i l i z a t i o n ( n u m b e r o f p r o j e c t s ) o f B e t t e r B r i c k s A d v i s o r S e r v i c e s , (1 5 p r o j e c t s u n d e r w a y b y y e a r e n d ) En e r g y s a v i n g s r e s u l t i n g f r o m A d v i s o r i n f l u e n c e d p r o j e c t s . 3 N u m b e r of c a s e s t u d i e s d e v e l o p e d f r o m A d v i s o r p r o j e c t s , ( 3 h a v e b e e n d e v e l o p e d ) Pe r c e i v e d v a l u e o f w e b s i t e a n d a d v i s o r s e r v i c e s t o k e y m a r k e t a c t o r s , Ta r g e t M a r k e t s Le v e l o f a w a r e n e s s o f B e t t e r B r i c k s a c t i v i t i e s a m o n g k e y m a r k e t a c t o r s w i t h i n t h e ta r g e t m a r k e t s , In c r e a s e d u n d e r s t a n d i n g o f e n e r g y e f f i c i e n c y a s a s t r a t e g y t o a c h i e v e o t h e r b u s i n e s s g o a l s , Id e n t i f i c a t i o n a n d a d o p t i o n o f k e y e n e r g y e f f i c i e n c y c h a n g e s w i t h i n t a r g e t m a r k e t s a s pa r t o f t h e i r c u r r e n t p r a c t i c e , Ef f i c i e n t Bu s i n e s s an d T e c h n o l o g y S o l u t i o n s Ap p r o p r i a t e i n d i c a t o r s o f m a r k e t v a l u e a n d i n c r e a s e d u t i l i z a t i o n f o r t h e f o u r t y p e s o f te c h n o l o g y s o l u t i o n s c u r r e n t l y i m p l e m e n t e d , Ed u c a t i o n , T r a i n i n g a n d T e c h n i c a l A s s i s t a n c e 1 N u m b e r of a t t e n d e e s a t t r a i n i n g s e s s i o n s , Pe r c e i v e d v a l u e o f t r a i n i n g b y k e y m a r k e t a c t o r s , Ex t e n t t o w h i c h t e c h n i c a l a s s i s t a n c e c r e a t e s e n e r g y s a v i n g a c t i o n , Co d e s a n d S t a n d a r d s 1 S u p p o r t by s t a t e s f o r i m p r o v e d b u i l d i n g c o d e s , ( p r o j e c t s i n a l l f o u r s t a t e s ) 2 N u m b e r of c o d e c h a n g e s , PR O J E C T S T A R T Ju l y 2 0 0 1 .. ( ~ NO R T H " " ' T E " " R r . Y E F F l C " ' " A I I ! . " C f 20 0 1 M a r k e t A c t i v i t i e s R e p o r t (i j \;; ; , ... . SU M M A R Y ' All o c a t e d A l l i a n c e D o l l a r s t h r o u g h 12 / 3 1 1 0 2 Pr o j e c t Ev a l u a t i o n Pr o j e c t Ev a l u a t i o n $5 , 7 0 0 00 0 $1 2 5 00 0 $2 5 9 00 0 m m $ 0 $2 5 9 00 0 Ac t u a l A l l i a n c e D o l l a r s S p e n t i n 2 0 0 1 To t a l p o l l a r s S p e n t t h r o u g h 12 / 3 1 1 0 1 . S e e Glo s s a r y on pa g e 51 . KE Y H I G H L I G H T S F O R 2 0 0 1 Im p r o v e d c o o r d i n a t i o n o f a c t i v i t i e s o f t h e L i g h t i n g D e s i g n L a b , E n e r g y I d e a s Cle a r i n g h o u s e , B e t t e r B r i c k s A d v i s o r s a n d o t h e r r e s o u r c e s . Is s u e d R e q u e s t s f o r Q u a l i f i c a t i o n s a n d b e g a n t h e h i r i n g p r o c e s s f o r ma r k e t i n g f i r m an d we b s i t e d e v e l o p m e n t f i r m , Ex p a n s i o n o f t h e d a y l i g h t i n g s e r v i c e s o f f e r e d a t t h e L i g h t i n g D e s i g n L a b . Is s u e d Re q u e s t f o r P r o p o s a l s t o e x p a n d t h e d a y l i g h t i n g s e r v i c e s i n t o t h e Po r t l a n d m a r k e t . De v e l o p e d c o n t r a c t s t o e x p a n d t e c h n i c a l a n d m a r k e t r e s e a r c h i n t o s m a l l H V A C pe r f o r m a n c e , De v e l o p e d s e v e r a l c o n t r a c t s t o e x p a n d c o m m i s s i o n i n g s e r v i c e s , Ex p a n d e d t h e s e r v i c e s o f f e r e d b y t h e B e t t e r B r i c k s A d v i s o r s , Co n d u c t e d i n i t i a l r e s e a r c h f o r d e v e l o p m e n t o f T a r g e t M a r k e t in i t i a t i v e s , Co n t i n u e d f u n d i n g f o r c o d e a c t i v i t i e s , a n d e x p a n d e d i n t o a l l f o u r s t a t e s . Sp o n s o r e d se r i e s o f m e e t i n g s t o i m p r o v e c o o r d i n a t i o n b e t w e e n A l l i a n c e co m m e r c i a l b u i l d i n g s e f f o r t s a n d u t i l i t y p r o g r a m s . PR O J E C T E D A N D A C T U A L E N E R G Y S A V I N G S ( a M W ) No e n e r g y s a v i n g s w e r e p r o j e c t e d f o r 2 0 0 1 , CO M M E N T A R Y Th e A l l i a n c e B o a r d a p p r o v e d a n 1 8 - m o n t h b u d g e t f o r i n i t i a l C B I s u p p o r t . M o s t a c t i v i - ti e s i n t h e f i r s t s i x m o n t h s ( J u l y 1 - De c e m b e r 3 1 , 2 0 0 1 ) w e r e e i t h e r c o n t i n u a t i o n s o f e x i s t - in g a c t i v i t i e s , o r r e l a t e d t o t h e de v e l o p m e n t o f t h e n e w a s p e c t s o f t h e C B I p r o g r a m , Ro l l o u t o f n e w e l e m e n t s w i l l c o n t i n u e i n t o 2 0 0 2 . PU B L I C A T I O N S Se e p u b l i c a f i o n s l i s t e d u n d e r E f f i c i e n t B u i l d i n g P r a c t i c e s I n i t i a t i v e , Co m m i s s i o n i n g i n P u b l i c Bu i l d i n g s ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n s t r a t e g y i s t o i n t e g r a t e c o m m i s s i o n i n g i n t o p u b l i c b u i l d i n g pr o j e c t s i n t h e N o r t h w e s t a n d t o m a k e c o m m i s s i o n i n g s t a n d a r d p r a c t i c e i n t h i s s e c t o r th r o u g h a d o p t i o n o f p o l i c i e s a n d p r o c e d u r e s a n d b y e n s u r i n g t h a t t h e r e a r e a s u f f i c i e n t nu m b e r o f q u a l i f i e d s e r v i c e p r o v i d e r s t o m e e t t h e d e m a n d , C o m m i s s i o n i n g i s t h e s y s t e m - at i c p r o c e s s o f e n s u r i n g t h a t b u i l d i n g s y s t e m s a r e d e s i g n e d , b u i l t , o p e r a t e d a n d m a i n - ta i n e d a s i n t e n d e d . Th e p r o j e c t e n c o u r a g e s g o v e r n m e n t u s e o f c o m m i s s i o n i n g t h r o u g h i t s d e m o n s t r a t i o n i n ov e r 3 0 b u i l d i n g s a r o u n d t h e r e g i o n a n d d i s s e m i n a t i o n o f r e s u l t i n g c a s e s t u d i e s . T h e p r o j - ec t a l s o s u p p o r t s t h e d e v e l o p m e n t o f t h e B u i l d i n g C o m m i s s i o n i n g A s s o c i a t i o n ( B C A ) a n d it s t r a i n i n g a n d e d u c a t i o n a c t i v i t i e s , -( I D NO R T H " ' S T E " R O Y E r F l c " ' " Al . l I A N C F 2 0 0 1 Ma r k e t A c t i v i t i e s R e p o r t PR O J E C T P R O G R E S S I N D I C A T O R S ( , / in d i c a t a s p r o g r e s s i n d i c a l o r c o m p l e t e d ) Ea c h s t a t e i n t h e r e g i o n a c h i e v e s i t s t a r g e t e d n u m b e r o f d e m o n s t r a t i o n p r o j e c t s w i t h e c o n o m i c an a l y s e s a n d c a s e s t u d i e s , ( B y e n d o f 2 0 0 1 , 5 0 % o f a i l d e m o n s t r a t i o n s w e r e c o m p l e t e , 2 5 % o f ca s e s t u d i e s w e r e i n d r a f t , Go v e r n m e n t a g e n c i e s a d o p t p o l i c i e s a n d p r o c e d u r e s f o r c o m m i s s i o n i n g , ( W A , M T a n d 1 0 h a v e po i i c i e s t h a t r e c o m m e n d c o m m i s s i o n i n g , 0 A n ag r e e m e n t i s r e a c h e d a m o n g p r o v i d e r s o n c o m m i s s i o n i n g s t a n d a r d s ( a t l r i b u t e s o f p r a c t i c e ) , 0 B e A is f o r m e d a n d m e m b e r s h i p e x p a n d s , PR O J E C T S T A R T J a n u a r y 1 9 9 8 SU M M A R Y ' All o c a t e d A l l i a n c e D o l l a r s t h r o u g h 1 2 / 3 1 / 0 0 Pr o i e c t Ev a l u a t i o n Pr o i e ~ t Ev a l u a t i o n , $ 2 , 74 6 72 0 , $ 2 7 5 , 00 0 , $ 2 ~ 7 , 71 1 $6 0 , 27 5 74 0 , 21 2 14 ,1. 4 0 Ac t u a l A l i i a n c e Do i l a r s s p e n t i n 2 0 0 1 To t a l D o l l a r s S p e n t t h r o u g h 1 2 / 3 1 / 0 1 20 0 1 A c t u a i a M W Cu m u l a t i v e a c t u a l a M W t h r o u g h 12 / 3 1 / 0 1 Pro j e c t e d a M W t h r o u g h 2 0 1 0 Es t i m a t e d C o s t E f f e c t l y e n e s s In d e x ~ To t a l F 1 e s o u r c e f ' e r s p ~ c t i v e Es t i m a t e d L e v e l i z e d C o s t ~ To t a l R e s o u r c e p e r s p e c t i v e ( c e ~ t s / k w . h ) Sa e G l o s s a r y on pa g e 51 , KE Y H I G H L I G H T S F O R 2 0 0 1 Tw e l v e o f t h e 36 de m o n s t r a t i o n p r o j e c t s h a v e c o m p l e t e d c o m m i s s i o n i n g , r e p r e s e n f i n g th r e e m i l l i o n sq u a r e fe e f , BC A m e m b e r s h i p is ap p r o x i m a t e l y 15 0 fr o m a c r o s s f h e U S a n d f h r e e c o u n t r i e s , Ma r k e t p e n e f r a t i o n i n t h e N o r t h w e s t is cl o s e t o 66 % of p r a c t i t i o n e r s . Id a h o D e p a r t m e n t o f P u b l i c Wo r k s ad o p f e d po l i c y r e c o m m e n d i n g c o m m i s s i o n i n g o n al l s t a t e p r o j e c t s o v e r $5 mi l l i o n , Th e W a s h i n g t o n D e p a r t m e n t o f G e n e r a l A d m i n i s t r a t i o n h a s e s t a b l i s h e d fe e - ba s e d co m m i s s i o n i n g p r o g r a m t o s u p p o r t p u b l i c p r o j e c t s , PR O J E C T E D A N D A C T U A L E N E R G Y S A V I N G S ( a M W ) 0. 4 19 9 7 19 9 8 19 9 9 Pr o j a c l e d Ac t u a t 20 0 0 20 0 1 Th e p r o j e c t a c h i e v e s a c t u a l e n e r g y s a v i n g s t h r o u g h t h e c o m p l e t i o n o f d e m o n s t r a t i o n pr o j e c t s a n d c a s e s t u d i e s , M a n y o f t h e p r o j e c t s a r e t a k i n g u p t o t w o y e a r s l o n g e r t h a n an t i c i p a t e d , CO M M E N T A R Y Po l i c i e s a n d p r o c e d u r e s h a v e b e e n d e v e l o p e d f o r c o m m i s s i o n i n g d e l i v e r y f o r p u b l i c bu i l d i n g s i n e a c h s t a t e , C o m m i s s i o n i n g g u i d e l i n e s h a v e b e e n p r e p a r e d a n d m a d e a v a i l - ab l e t o p a r t i c i p a n t s a n d o t h e r s w h o e x p r e s s a n i n t e r e s t i n c o m m i s s i o n i n g , Co m m i s s i o n i n g i s b e c o m i n g m o r e b r o a d l y u s e d i n t h e p u b l i c s e c t o r . A n u m b e r o f a g e n - ci e s a r e n o w r e q u i r i n g o r e n c o u r a g i n g u s e o f c o m m i s s i o n i n g , T h e s e i n c l u d e a t l e a s t o n e sc h o o l d i s t r i c t i n W a s h i n g t o n , a c o u n t y i n I d a h o , a r i d t h e m a i n s t a t e a g e n c i e s r e s p o n s i b l e fo r s t a t e b u i l d i n g s i n W a s h i n g t o n , I d a h o a n d M o n t a n a , ~I D NO R T " " " ' T E " F R O Y E" , c " ' o A " ' A N C F 20 0 1 Ma r k e t A c t i v i t i e s R e p o r t .. . . (I j Th e r e i s a l s o c o n t i n u i n g d e v e l o p m e n t o f o n g o i n g i n f r a s t r u c t u r e f o r s u p p o r t o f c o m m i s - sio n i n g i n e a c h s t a t e . W i t h t h e S C A , a m e c h a n i s m i s a l s o i n p l a c e t o h e l p t h e i n d u s t r y gr o w a n d e n s u r e p r o v i d e r s , In 2 0 0 1 , t h e S t a t e o f W a s h i n g t o n s r e v i s e d n o n - r e s i d e n t i a l b u i i d i n g c o d e w e n t I n t o e f f e c t wi t h l a n g u a g e s u p p o r t i n g a b a s i c i e v e l o f c o m m i s s i o n i n g b y r e q u i r i n g t h a t a f u n c t i o n a l t e s t re p o r t b e d e l i v e r e d t o o w n e r s . T h e c h a l l e n g e n o w i s t o h e l p s u p p o r t t h e i m p l e m e n t a t i o n o f th i s n e w c o d e i n a w a y t h a t f u l l y u t i l i z e s c o m m i s s i o n i n g s e r v i c e s , S i m i l a r c o d e c h a n g e s a r e be i n g p r o p o s e d I n O r e g o n f o r 2 0 0 2 , PU B L I C A T I O N S Dr a f t Ma r k e t P r o g r e s s E v a l u a t i o n R e p o r t N o , 3 ( D r a f t 12 / 0 1 ) E9 9 - 04 2 M a r k e t P r o g r e s s Ev a l u a t i o n R e p o r t N o , (1 2 / 9 9 ) E9 9 - 03 2 E n h a n c e d Ba s e l i n e R e p o r t N o , 1 (7 1 9 9 ) 9B - 01 7 M a r k e t R e s e a r c h St u d y : B u i i d l n g C o m m i s s i o n i n g P r a c t i c e s i n N e w C o n s t r u c t i o n a n d Ex i s t i n g B u i l d i n g s i n t h e P a c i f i c N o r t h w e s t (1 0 / 9 8 ) EZ C o n s e r v e Su r v e y o r S o f t w a r e ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n s t r a t e g y i s t o c h a n g e t h e w a y b u s i n e s s e s u s e t h e p o w e r ma n a g e m e n t f e a t u r e s o f t h e i r n e t w o r k e d c o m p u t e r s a n d t h e r e b y r e d u c e w a s t e d e n e r g y , Th e p r o j e c t s t r a t e g y i s t o d e v e l o p a n d i n t r o d u c e t o t h e m a r k e t a l o w c o s t s o f t w a r e p a c k - ag e c a l l e d S u r v e y o r t h a t a l l o w s b u s i n e s s m a n a g e m e n t a n d n e t w o r k o p e r a t o r s t o a u t o - ma t i c a l l y i m p l e m e n t e n e r g y e f f i c i e n c y s t r a t e g i e s . T h e p r o d u c t w i l l f i r s t b e i n t r o d u c e d t o a li m i t e d n u m b e r o f l a r g e c o m m e r c i a l , s c h o o l , a n d l o c a l g o v e r n m e n t p a r t n e r s w h o w i l l u s e th e p r o d u c t , d o c u m e n t s a v i n g s , a n d p r o v i d e a d v i s e o n p r o d u c t u p g r a d e s , T h e p r o d u c t wi l l t h e n b e m a s s m a r k e t e d t h r o u g h e l e c t r i c u t i l i t y p a r t n e r s a n d t r a d i t i o n a l s o f t w a r e d i s - tr i b u t i o n c h a n n e l s , I n t h e l o n g - r u n t h e p r o d u c t m a y b e a d o p t e d b y t h e c o m p u t e r i n d u s t r y as a s t a n d a r d p a r t o f n e w o p e r a t i n g s y s t e m s , PR O J E C T P R O G R E S S I N D I C A T O R S ( . / in d i c a t e s p r o g r e s s i n d i c a t o r c o m p l e l e d ) Up d a t e b u s i n e s s p l a n i n c l u d i n g a m a r k e t i n g , m a n a g e m e n t , a n d f i n a n c i n g s t r a t e g y , Su c c e s s f u l i n t r o d u c t i o n o f V e r s i o n 1 , 1 s o f t w a r e b y D e c e m b e r 2 0 0 1 , Do c u m e n t m a r k e t a w a r e n e s s o f t h e c o n t r a c t o r s p r o d u c t s a n d s e r v i c e s , Fie l d v e r i f i c a t i o n o f a v e r a g e e l e c t r i c a l s a v i n g s p e r u n i t . Do c u m e n t e n e r g y a n d n o n - en e r g y b e n e f i t s I n c u s t o m e r I n s t a l l a t i o n s v i a S u r v e y o r f e a t u r e s , Br e a k e v e n s a l e s i n t h e N o r t h w e s t o f a p p r o x i m a t e l y 1 1 4 00 0 u n i t s ( 2 , 6 a M W s a v i n g s ) b y en d o f 2 0 0 4 , Ca p t u r e 2 0 % o f t h e c o m p u t e r m a r k e t b y 2 0 1 0 , PR O J E C T S T A R T J u l y 2 0 0 1 SU M M A R Y . Se e G l o s s a r y o n p a g e 51 . All o c a t e d A l l i a n c e D o l l a r s t h r o u g h 12 / 3 1 / 0 1 Pr o j e c t Ev a l u a t i o n Pr o j e c t Ev a l u a t i o n $ 7 5 0 , 00 0 $1 7 5 , 00 0 $ 2 0 0 00 0 $ 0 $2 0 0 , 00 0 Ac t u a l A l l i a n c e D o l l a r s S p e n t i n 2 0 0 1 To t a l D o l l a r s S p e n t t h r o u g h 12 / 3 1 / 0 1 20 0 1 A c t u a l a M W ... . . . . . . . . ... . . . . . , . . . . . . . , ..,... . . . . . . . . . . . . . . . . . . . " , . . . . . , . . . . . . . . . ... . . . . . . . . , qu l 1 1 u l a t i v e a c t u ~ 1 a M \ , \ i t h r o u g h 1 2 / 3 1 1 Q 1 pr ~ j e c t e d ~ " " \ , \ i t ~ r o ~ g h 2 0 1 0 ,.. . . . . .. . . . . , , , . . . , " , ' " ~s t i l 1 1 a t e d C ~ s t E f f e c t i y e n e s s In d ~~ = T a t a l Re s a u r c e P e r s p e c t i v ~ Es t i l 1 1 a dL e v e l i z e d q o st = T a t ~ / F l e s o u r c e P e r s p e c t i v e . ( c e n t s / l ( W h ) ... .c ( J D N O R T H W E S T " " " " Y "H l C " " Y AI ... " r F 20 0 1 Ma r k e t A c t i v i t i e s R e p o r t KE Y H I G H L I G H T S F O R 2 0 0 1 Bu s i n e s s a n d M a r k e t i n g p l a n w a s c o m p l e t e d . Pr o d u c t i n t r o d u c e d f o r r e v i e w b y B P A a n d P o r t l a n d G e n e r a l E l e c t r i c , Ve r s i o n 1 o f th e S u r v e y o r s o f t w a r e w a s i n t r o d u c e d t o t h e m a r k e t . PR O J E C T E D A N D A C T U A L E N E R G Y S A V I N G S ( a M W ) No e n e r g y s a v i n g s w e r e p r o j e c t e d f o r 2 0 0 1 . CO M M E N T A R Y EZ C o n s e r v e r a i s e d a n a d d i t i o n a l $ 2 0 0 , 00 0 o f c o - fu n d s b y D e c e m b e r 2 0 0 1 , PU B L I C A T I O N S No r e p o r t s h a v e b e e n p u b l i s h e d o n t h i s p r o j e c t y e t , Pr o j e c t s w i t h T r a c k e d E l e c t r i c i t y S a v i n g s In d u s t r i a l Ad v a n c e d S i l i c o n Ma t e r i a l s , I n c . (A s i M I ) ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n s t r a t e g y i s t w o - fo l d ; t o s e e k I m p r o v e d e f f i c i e n c i e s i n e n e r g y - in t e n s i v e p o l y s i l i c o n p r o d u c t i o n p r o c e s s : a n d t o d e v e l o p t h e m a r k e t f o r t h e r e s u l t i n g d e n - dr i t i c ( t e a r d r o p ) p o l y s i l i c o n f e e d s t o c k f o r t h e p h o t o v o l t a i c a n d se m i c o n d u c t o r c r y s t a l gr o w i n g i n d u s t r i e s , T h e u s e o f t e a r d r o p p o l y s i l i c o n i n c r y s t a l g r o w i n g h a s a h o s t o f c u s - to m e r b e n e f i t s t h a t i n c l u d e r e d u c t i o n i n t h e u s e o f e n e r g y a n d a r g o n g a s a n d i m p r o v e - me n t s i n p r o d u c t i v i t y , y i e l d , a n d i n g o t c h a r a c t e r i s t i c s , Th e p r o j e c t f o c u s e s o n p r o d u c i n g m a r k e t a b l e p o l y s i l i c o n t e a r d r o p p r o d u c t t h a t u s e s 25 % l e s s e l e c t r i c i t y t o p r o d u c e a n d d e v e l o p t e s t i n g , h a n d l i n g , a n d p a c k a g i n g p r o c e d u r e s th a t a r e a c c e p t a b l e t o b o t h s e m i c o n d u c t o r a n d p h o t o v o l t a i c i n d u s t r i e s , I n a d d i t i o n , p a r t - ne r s h i p s w i t h b o t h t h e s e I n d u s t r i e s w i l l b e f o s t e r e d t o e n s u r e t h a t t h e p r o d u c t m e e t s t h e cu s t o m e r s p e c i f i c a t i o n s a n d t e s t s , PR O J E C T P R O G R E S S I N D I C A T O R S ( . / in d i c a l e s p r o g r e s s i n d i c a l o r c a m p l e l e d ) Im p l e m e n t p r o c e s s c h a n g e s t h a t r e s u l t i n m a r k e t a b l e t e a r d r o p p o l y s i l i c o n t h a t r e q u i r e s 2 5 % l e s s el e c t r i c i t y p e r k i l o g r a m o f p r o d u c t i o n , Im p l e m e n t s i m i l a r p r o c e s s c h a n g e s o n n e w e r m o r e e n e r g y e f f i c i e n t p o l y s i l i c o n r e a c t o r s , En c o u r a g e t h e s p i l l o v e r o f e f f i c i e n c y i m p r o v e m e n t s t o t h e p r o d u c t i o n o f o t h e r s i l i c o n p r o d u c t s , De v e l o p m a r k e t a b l e p r o d u c t t h a t m e e t s t h e s p e c i f i c a t i o n s a n d t e s t i n g p r o c e d u r e s o f t h e s e m i - co n d u c t o r a n d p h o t o v o l t a i c c r y s t a l g r o w e r p a r t n e r s . De v e l o p m a t e r i a l h a n d l i n g a n d p a c k a g i n g p r o c e d u r e s t h a t m e e t s e m i c o n d u c t o r a n d p h o t o v o l t a i c cr y s t a l g r o w e r p a r t n e r n e e d s , Gr o w t h i n d e m a n d f o r t e a r d r o p p o l y s i l i c o n f r o m p a r t n e r s a n d o t h e r r e g i o n a l , n a t i o n a l a n d i n t e r - na t i o n a l c r y s t a l g r o w e r s , De v e l o p m e n t a n d c o m m e r c i a l i z a t i o n o f c r y s t a l g r o w i n g e q u i p m e n t t h a t f a c i l i t a t e s t h e u s e o f te a r d r o p p o l y s i l l c o n b o t h i n t h e c h a r g i n g a n d r e c h a r g i n g o f c r y s t a l g r o w i n g f u r n a c e s , Th e e m e r g e n c e o f c o m p e t i n g a n d c o m p l e m e n t a r y p r o d u c t s . PR O J E C T S T A R T J u n e 2 0 0 1 .c ( J D N O ' H O W E S T " " ' O Y I " " C " ' C Y '" 1 "' " 20 0 1 Ma r k e t A c t i v i t i e s R e p o r t .: ; +- ' (/) SU M M A R Y ' All o c a t e d A l l i a n c e D o l l a r s t h r o u g h 1 2 / 3 1 / 0 1 Pr o i e c t Ev a l u a t i o n Pr o j e c t Ev a l u a t i o n $8 9 0 00 0 $9 0 00 0 $1 0 2 46 9 $1 0 2 , 4 6 9 31 , 39 " Ac t u a l A l l i a n c e D o l l a r s S p e n t i n 2 0 0 1 To t a l q o l l a r s S p e n t t h r o u g h 1 2 / 3 1 / 0 1 20 0 1 A c t u a l af y 1 \ 1 \ 1 gu l 1 1 u l ~ t i v e a c t u ~ 1 a M W t h r o u g h 1 2 / 3 1 / 0 1 Pr o i e c t e ~ a T v 1 \ 1 \ 1 t h r o u g h 2 0 1 0 , m m ' ~s t i l 1 1 ~ t e ~ C o s t E f f e c t i v e n e s s I n d e x - : - To t a l R e s o ~ r c e P e r s p e c t i v ~ ~s t i l 1 1 ~ t e d L ev e l i z e d Co s t - : - To t a l Fi e s g u r c e p e r s p e c t i v e (c e n t s ( k W h ) Se e G l o s s a r y on pa g e 51 , .. Ne g a t i v e l e v e l i z e d c o s t s i n d i c a t e t h a t n o n . e t e c t r i c i / y s a v i n g s b e n e f i t s s u c h as tr a n s m i s s i o n a n d d i s t r i b u t i o n sy s t e m b e n a f l l s , w a l a r s a v i n g s , a n d n a t u r a l g a s s a v i n g s ar e ta r g a r I h a n t h e i n c r e m e n t a l c o s t of th e e n e r g y sa v i n g o p t i o n , KE Y H I G H L I G H T S F O R 2 0 0 1 Pr o j e c t b e g a n i n J u n e a n d b y t h e e n d o f t h e y e a r h a d a c h i e v e d t h e g o a l o f 25 % re d u c t i o n i n k W h p e r k g o f p r o d u c t i o n , Ph o t o v o l t a i c a n d s e m i c o n d u c t o r c r y s t a l g r o w e r p a r t n e r s p e r f o r m e d i n i t i a l t e s t i n g wi t h g o o d m e l t a n d c r y s t a t g r o w i n g r e s u l t s , Ph o t o v o l t a i c p a r t n e r d e v e l o p i n g r e c h a r g e p r o t o t y p e , Se m i c o n d u c t o r p a r t n e r c o m p l e t e d p r o d u c t q u a l i f i c a t i o n r e q u e s t f o r h o m e of f i c e a p p r o v a l . PR O J E C T E D A N O A C T U A L E N E R G Y S A V I N G S ( a M W ) 1.0 3: 0 , 0. 4 20 0 1 19 9 7 19 9 8 19 9 9 20 0 0 Pr o j a c t e d Ac t u a l Th i s p r o j e c t h a s m o v e d q u i c k l y i n a c h i e v i n g m a n y o f i t s o b j e c t i v e s s u c h a s e n e r g y s a v - in g s a n d p a s s i n g t h e i n i t i a l t e s t p r o c e d u r e s o f p a r t n e r s . T h i s h a s h a p p e n e d d e s p i t e a se v e r e d o w n t u r n i n t h e s e m i c o n d u c t o r m a r k e t . A c t u a l p r o d u c t i o n h a s b e e n l e s s t h a n p r o - je c t e d f o r 2 0 0 1 , t h u s r e p o r t e d s a v i n g s a r e l e s s , H o w e v e r , a s u f f i c i e n t a m o u n t w a s p r o - du c e d i n 2 0 0 1 a n d i s p l a n n e d f o r e a r i y 2 0 0 2 t o c o v e r t h e n e e d s o f A S i M I ' s t w o p a r t n e r s an d t o p r o v i d e t e s t a m o u n t s t o o t h e r i n t e r e s t e d p a r t i e s , PU B L I C A T I O N S No r e p o r t s h a v e b e e n p u b l i s h e d on th i s p r o j e c t y e t , Ba c G e n ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n s t r a t e g y i s t h a t t a r g e t e d m a r k e t s e g m e n t s a c c e p t t h e Ba c G e n t e c h n o l o g y a s a v i a b l e , c o n v e n t i o n a l a l t e r n a t i v e t o f u l l m e c h a n i c a l a e r a t i o n . T h e pr o j e c t s t r a t e g y i s t o d e v e l o p a n d d e m o n s t r a t e p r o c e s s c o n t r o l s a n d m i c r o n u t r i e n t - a s s i s t - ed d i g e s t i o n t e c h n o l o g y t h a t c a n m a i n t a i n c o m p l i a n c e w i t h i n w a s t e w a t e r t r e a t m e n t f a c i l i - -( ~ NO R T H " " T 'N " r " 'H I " " ' , ' A I l . I , " c e 20 0 1 M a r k e t A c t i v i t i e s R e p o r t ti e s w h i l e r e d u c i n g a e r a t i o n e n e r g y use , Th e p r o j e c t g o a l I s t h a t B a c G e n s u c c e e d s a s a bu s i n e s s s e r v i n g t h i s m a r k e t s e g m e n t a n d p o t e n t i a i c o m p e t i t o r s s h o w i n t e r e s t i n t h e t e c h - ni c a l a p p r o a c h , PR O J E C T P R O G R E S S I N D I C A T O R S ( . . ! ' in d i c a t e s p r o g r e s s i n d i c a t o r c o m p l e t a d ) ii i In s t a l l a n d d o c u m e n t t e c h n i c a l r e f i n e m e n t s i n e x i s t i n g d e m o n s t r a t i o n s i t e s a n d a d d i t i o n a l sit e s a s n e c e s s a r y , Co m p l e t e w e b s i t e , Co m p l e t e b u s i n e s s p l a n , In s t a l l B a c G e n p r o t o c o l s i n u p t o 2 4 s i t e s , u s i n g p r i m a r i l y n o n - Al l i a n c e r e s o u r c e s , As s e s s b u s i n e s s p o t e n t i a l i n a g r i c u l t u r a l a n d I n d u s t r i a l m a r k e t s , PR O J E C T S T A R T J a n u a r y 1 9 9 9 SU M M A R Y ' All o c a t e d All i a n c e D o I l a r s t h r o u g h 1 2i3 1 i0 1 ,m P r o j e c t Ev a l u a t i o n ~r o j ~ c t Ev a l u a t i o n 27 3 ?O O $3 2 7 , 00 0 $~ 6 ~ , 29 7 , J 2 ? . 69 ? $2 , 64 0 , 82 0 23 , 70 " Ac t u a l A l l i a n c e D o l l a r s S p e n t i n 2 0 0 1 To t a l D o l l a r s S p e n t t h r o u g h 12 / 3 1 / 0 1 20 0 1 A c t u a l a M W Cu m u l a t i v e a c t u a l a M W t h r o u g h 12 / 3 1 / 0 1 Pr o j e c t e d a M W t h r o u g h 2 0 1 0 Es t i m a t e d C o s t E f f e c t i v e n e s s In d e x - To t a l R e s o u r c e P e r s p e c t i v e Es t i m a t e d L e v e l i z e d Co s t - To t a l R e s o u r c e P e r s p e c t i v e ( c e n t s / k W h ) Se e G l o s s a r y on (J - 3 g e 51 . .. Ne g a t i v e l a v a l i z e d c o s l s i n d i c a t e t h a t n o n - ele c t r i c i t y s a v i n g s b e n a f l l s s l l c h as tr a n s m i s s i o n a n d d i s t r i b u t i o n sy s t e m b e n e f i t s , w a t e r s a v i n g s , a n d n a t u r a l g a s s a v i n g s are la r g a - I h a n t h e i n c r e m e n l a l c o s t o f t h e e n e r g y sa v i n g o p l i o n . KE Y H I G H L I G H T S F O R 2 0 0 1 De m o n s t r a t i o n s i t e a d d e d a t H a y d e n , I d a h o ; a v e r a g e a e r a t i o n r e d u c t i o n ( e n e r g y sa v i n g s ) a t s e v e n d e m o n s t r a t i o n s i t e s e x c e e d s 5 0 % , Ad d i t i o n a l w a s t e w a t e r s i t e s p r i m a r i l y f u n d e d b y B P A : B a n d o n a n d R e e d s p o r t Or e g o n ; R i c h l a n d , W a s h i n g t o n , Ba c G e n a l s o i n t r o d u c e d w a t e r s u p p l y e f f i c i e n c y i m p r o v e m e n t s a t R i c h / a n d a n d Ch e n e y , W a s h i n g t o n . Ba c G e n s i g n e d a g r e e m e n t s t o i n s t a l l i t s p r o t o c o l s a t n i n e a d d i t i o n a l w a s t e w a t e r si t e s a n d s i x w a t e r s u p p l y s i t e s ( a l l w i t h B P A s u p p o r t ) . Ba c G e n i n s t a l l e d p r o t o c o l s a t t h r e e s i t e s i n C a l i f o r n i a ; m o r e e x p e c t e d i n 2 0 0 2 . Dr a f t v e r s i o n o f w e b s i t e w a s d e v e l o p e d , Te c h n i c a l c a s e s t u d y r e p o r t s w e r e d e v e l o p e d t o d o c u m e n t r e s u l t s a t A l / i a n c e - fu n d e d s i t e s , PR O J E C T E D A N O A C T U A L E N E R G Y S A V I N G S ( a M W ) :;; 19 9 7 19 9 8 19 9 9 20 0 0 20 0 1 Pr o j e c t e d Ac l u a t Ac t u a l r e s u l t s a r e l o w e r t h a n p r o j e c t i o n s b e c a u s e o f f e w e r s i t e i n s t a l l a t i o n s t h a n o r i g i - na l l y a n t i c i p a t e d , a n d t h e s i t e s w e r e s m a l l e r t h a n t h e p r o j e c t e d s i t e s . T h e s e v e n s i t e s c o m - pl e t e d t h r o u g h 2 0 0 1 . p l u s t h e B P A - fu n d e d s i t e s , r e q u i r e d l e n g t h y n e g o t i a t i o n s , r e p e a t e d si t e v i s i t s a n d i n s o m e c a s e s r e m e d i a t i o n p r i o r t o a p p l i c a t i o n o f B a c G e n p r o t o c o l s . I n a d d i - .: ( : ~ N O R T H " " T "H r . Er F l C " S O A I " , " " 20 0 1 M a r k e t A c t i v i t i e s R e p o r t +- ' (/ ) (i j (/ ) , : J ti o n , m o s t a t t h e c u s t o m e r s t o r B a c G e n s s e r v i c e a r e b u y i n g o n l y t h e c o n t r o l s o p t i o n a n d no t t h e t o t a l p a c k a g e a t c o n t r o i a n d m i c r o nu t r i e n t s . T h e c o n t r o l s o p t i o n i s l e s s e x p e n s i v e an d s t i l l a c h i e v e s c u s t o m e r c o m p l i a n c e g o a l s ; h o w e v e r , i t s a v e s l e s s e n e r g y t h a n t h e t o t a l pa c k a g e . CO M M E N T A R Y De m o n s t r a t i o n s i t e s n o w i n c l u d e b o t h s i m p l e l a g o o n a n d a c t i v a t e d s l u d g e s y s t e m s a n d a g r e a t e r e m p h a s i s o n p r o c e s s c o n t r o l s t o o p t i m i z e a e r a t i o n e n e r g y u s e , W i t h t h i s f o c u s on o p t i m i z i n g a e r a t i o n s y s t e m s r a t h e r t h a n j u s t d e m o n s t r a t i n g ef f e c t i v e n e s s of m i c r o n u t r i - en t s , t h e p r o j e c t h a s b e g u n t o s e e a l a r g e r m a r k e t o p p o r t u n i t y , A n i n i t i a l o p p o r t u n i t y f o r ma r k e t e x p a n s i o n a r o s e w i t h B P A i n t e r e s t i n s i t e s i n t a r g e t e d u t i l i t y s e r v i c e a r e a s , a n d s u p - po r t i n C a l i f o r n i a f r o m P G & E . T o m a x i m i z e t h e b e n e f i t s o f B a c G e n s t e c h n i c a l a p p r o a c h i n ea c h c o m m u n i t y , B P A i n c i u d e d f u n d i n g s u p p o r t f o r e f f i c i e n c y i m p r o v e m e n t s i n m u n i c i p a l wa t e r s u p p l y s y s t e m s , T o d a t e , B P A h a s c o m m i t t e d t o f u n d i n g u p t o 2 0 w a t e r a n d w a s t e - wa t e r s i t e s i n t h e r e g i o n , PU B L I C A T I O N S EO O - 04 9 M a r k e t Ba s e l i n e E v a i u a t i o n R e p o r t , ( 3 / 0 0 ) El e c t r i c M o t o r Ma n a g e m e n t ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n s t r a t e g y i s t o i m p r o v e t h e o v e r a l l f l e e t e f f i c i e n c y o f i n s t a l l e d mo t o r s i n t h e r e g i o n . O b j e c t i v e s I n c i u d e in c r e a s i n g e f f i c i e n c y o f r e p a i r e d a n d r e p l a c e d mo t o r s , i m p r o v i n g t h e q u a l i t y o f m o t o r r e c o n d i t i o n i n g a n d i n c r e a s i n g t h e p u r c h a s e s o f p r e - miu m m o t o r s t o r e p l a c e o l d m o t o r s a n d i n n e w a p p l i c a t i o n s . Th e p r o j e c t s t r a t e g y i n c l u d e s t a r g e t e d d e m o n s t r a t i o n s w h e r e t a i l o r - m a d e m o t o r m a n - ag e m e n t a n d d e c i s i o n - m a k i n g i n f o r m a t i o n a n d s e r v i c e s a r e p r o v i d e d t o r c o m p a n i e s w i t h su b s t a n t i a i m o t o r i o a d s t o i m p r o v e m o t o r - m a n a g e m e n t p r a c t i c e s . S p e c i a l l y t r a i n e d f i e l d co n s u l t a n t s u s e m o t o r a n a l y s i s t o o l s , r e p a i r g u i d e s a n d s p e c i f i c a t i o n s , s a m p l e p r o c u r e - me n t p o l i c i e s , c a s e s t u d i e s , o n - s i t e m o t o r t e s t i n g a n d st a f f tr a i n i n g , T h e p r o j e c t t a r g e t gr o u p i n c l u d e s i n d u s t r i a l a n d c o m m e r c i a l c o m p a n i e s , m o t o r d e a l e r s a n d r e p a i r s h o p s , in d u s t r y a s s o c i a t i o n s a n d e l e c t r i c u t i l i t i e s i n a l l f o u r N o r t h w e s t s t a t e s , PR O J E C T P R O G R E S S I N D I C A T O R S ( . / in d i c a t e s p r o g r e s s i n d i c a t o r c o m p l e t e d ! Th e o p e r a t i n g e f f i c i e n c y o f i n - sit u m o t o r s i n c r e a s e s a s a r e s u l t o f c o m p r e h e n s i v e m o t o r m a n - ag e m e n t p r a c t i c e s , 0 T h e re p a i r / r e p l a c e d e c i s i o n i s o p t i m i z e d b a s e d o n r a t i o n a l e c o n o m i c c r i t e r i a u s i n g l i f e - c y c l e co s t s , r e s u l t i n g i n t h e n u m b e r o f m o t o r s t h a t a r e r e p l a c e d w i t h n e w e f f i c i e n t m o t o r s i n s t e a d o f be i n g r e c o n d i t i o n e d i n c r e a s i n g , Ii ! T h e e f f i c i e n c y l o s s e s a s s o c i a t e d w i t h m o t o r r e c o n d i t i o n i n g a r e r e d u c e d b y b u i l d i n g c u s t o m e r un d e r s t a n d i n g o f , a n d i n c r e a s i n g d e m a n d f o r , q u a l i t y r e c o n d i t i o n i n g , 0 A n ad e q u a t e n u m b e r o f m o t o r s e r v i c e c e n t e r s r e g u l a r l y u s e t h e U S D O E I D r i v e p o w e r Q u a l i t y Re p a i r s p e c i f i c a t i o n , Ii ! T h e e d u c a t i o n ac t i v i t i e s i n c l u d i n g o n - s i t e p r e s e n t a t i o n s , i n d u s t r y t r a i n i n g , a n d a r e s o u r c e ne w s l e t t e r a r e w e l l s u b s c r i b e d a r o u n d t h e r e g i o n , Ii ! O u t r e a c h a n d p r o m o t i o n e f f o r t s a r e c o o r d i n a t e d wit h m a n u f a c t u r e r s a n d E A S A t o d e l i v e r a c o m - mo n r e p a i r / r e p l a c e m e s s a g e a n d a c o m m o n d e f i n i t i o n o f p r e m i u m e f f i c i e n t m o t o r s t h r o u g h t h e i r dis t r i b u t o r s a n d v e n d o r s , PR O J E C T S T A R T J a n u a r y 1 9 9 9 -- ( " l V N O R T H W E S T " " " r , y E r " c l , " o A I I . I " C E 20 0 1 M a r k e t A c t i v i t i e s R e p o r t SU M M A R Y ' All o c a t e d A l l i a n c e D o l l a r s t h r o u g h 1 2 / 3 1 / 0 1 Pr o j e c t Ev a l u a t i o n Pr o j e c t Ev a l u a t i o n $2 , 4 6 1 74 5 $2 8 0 , 00 0 $5 4 1 30 0 ".. $ 4 ~ , ?! ? 32 6 , 91 2 58 , Ac t u a l A i l i a n c e D o l l a r s S p e n t i n 2 0 0 1 To t a l D o l l a r s S p e n t t h r o u g h 12 / 3 1 1 0 1 20 0 1 A c t u a l a M W Gu m u i a t i v e a c t u a i aT ' i 1 W t h r o u g h 12 / 3 1 / 0 1 Pr o j e c t e d a M W t h r o u g h 2 0 1 0 Es t i m a t e d G o s t E f f e c t i v e n e s s I n d e x - To t a l Re s o u r c e p e r s p e ~ t i v e Es t i m a t e d L e y e l i z e d G o s t - - - To t a R e s o u re e p e r s p e c t i v e t c e n t s / k W h ) Se e G l o s s a r y on pa g e 51 , KE Y H I G H L I G H T S F O R 2 0 0 1 . O n e - a n - o n e si t e m e e t i n g s h a v e b e e n c o n d u c t e d a t o v e r 65 in d u s t r i a l f a c i l i t i e s , Co n v e n e d B l u e R i b b o n P a n e l of na t i o n a l m o t o r s y s t e m s e x p e r t s to de v e l o p m o t o r sy s t e m e f f i c i e n c y s t r a t e g y f o r p u l p a n d p a p e r m a r k e t . In i t i a t e d d i s c u s s i o n s w i t h D O E , O D E a n d on e pu l p a n d p a p e r mil l to d e v e l o p m o t o r sy s t e m s p i l o t . Na t i o n a l c e m e n t c o m p a n y w i t h m a n y r e g i o n a l p l a n t s a d o p t e d M o t o r M a n a g e m e n t Re p a i r P u r c h a s i n g S p e c i f i c a t i o n s . Te n s e m i n a r s a n d / o r c l a s s e s w e r e c o n d u c t e d w i t h o v e r 2 5 0 a t t e n d e e s , T e n u t i l i t i e s ho s t e d t h e s e s e m i n a r s , Co n v e n e d on e mo t o r s e r v i c e c e n t e r a d v i s o r y c o m m i t t e e m e e t i n g t o d e v e l o p m o t o r se r v i c e c e n t e r s e r v i c e s s t r a t e g y . De v e l o p e d M o t o r T r a c k e r s e r v i c e i n p a r t n e r s h i p w i t h s i x m o t o r s e r v i c e c e n t e r s . Fi n a l i z e d E M 2 ( v e r s i o n 2) mo t o r d a t a b a s e a n d a n a l y s i s s o f t w a r e ; d i s t r i b u t e d t h r e e iss u e s of th e n e w s l e t t e r t o 1 1 0 0 e n d - u s e r s / i s s u e ; a n d d e v e l o p e d t h r e e a d d i t i o n a l su c c e s s s t o r i e s , PR O J E C T E D A N D A C T U A L E N E R G Y S A V I N G S ( a M W ) ;; : 4 19 9 7 19 9 8 19 9 9 20 0 0 20 0 1 Pr o j e c l e d Ac l u a l Ac t u a l r e p o r t e d s a v i n g s o f 0 . 02 a M W a r e f r o m a c t i v i t i e s a t o n e i n d u s t r i a l s i t e i n w h i c h a ca s e s t u d y w a S p r e p a r e d , T o d a t e , a c t u a l s a v i n g s h a v e n o t b e e n t r a c k e d , T h i s w i l l b e ad d r e s s e d I n 2 0 0 2 , CO M M E N T A R Y Th e m o t o r m a n a g e m e n t s e m i n a r s w e r e r e v a m p e d a n d i m p r o v e d w i t h t h e e i g h t h e l d i n th e f a l l r e c e i v i n g v e r y g o o d f e e d b a c k t r a m t h e a t t e n d e e s , C u s t o m e r v i s i t s c o n t i n u e d w i t h a w i d e v a r i e t y a t m a n u f a c t u r e r s c o m m i t t i n g t o i m p r o v i n g o r i n i t i a t i n g a v a r i e t y a t m o t o r ma n a g e m e n t p r a c t i c e s , I t s h o u l d b e k e p t i n m i n d t h a t s a v i n g s w i l l o c c u r s l o w l y i n l i n e w i t h th e n a t u r a l f a i l u r e a n d r e p i a c e m e n t r a t e o f m o t o r s . W o r k w i t h s e r v i c e c e n t e r s b e g a n w i t h co n v e n i n g a n a d v i s o r y c o m m i t t e e a n d t h e n i n p a r t n e r s h i p w i t h a n u m b e r o f t h e m d e v e l - op i n g t h e M o t o r T r a c k e r , a m o t o r m a n a g e m e n t s e r v i c e t o h e l p s e r v i c e c e n t e r s a n d c o n - su i t a n t s e x p a n d t h e i r b u s i n e s s o f f e r i n g s . Th e A l l i a n c e p r o j e c t h a s b e e n c o o r d i n a t i n g w i t h C E E ' s M o t o r i n i t i a t i v e a n d h a s b e e n in v o l v e d i n d e v e l o p m e n t a n d im p l e m e n t a t i o n o f t h e n a t i o n a l M o t o r D e c i s i o n s M a t t e r ~l V NO R T H W F n E " R O Y E r F l C I , " e y A" , " C F 20 0 1 M a r k e t A c t i v i t i e s R e p o r t cc r ': ;riJ (i j .. . . . (f ! ' ::: J Ca m p a i g n t o p r o m o t e p r e m i u m e f f i c i e n t m o t o r s a n d m o t o r m a n a g e m e n t p r a c t i c e s , T h i s ha s h e l p e d a c h i e v e a u n i t e d f r o n t w i t h k e y i n d u s t r y a s s o c i a t i o n s , N E M A a n d E A S A . T h e ca m p a i g n s t a r t e d i n J u n e 2 0 0 1 , i t s w e b s i t e l a u n c h e d i n S e p t e m b e r , a n d n u m e r o u s a r t i c l e s ha v e b e e n p l a c e d i n a t r a d e j o u r n a i s w i t h a t o t a i r e a d e r s h i p o f o v e r 7 0 0 00 0 . I n a d d i t i o n , NE M A d e v e i o p e d , i n c o n j u n c t i o n w i t h C E E , a " NE M A P r e m i u m " m o t o r b r a n d , T h e b r a n d is i n a l i g n m e n t w i t h t h e C E E p r e m i u m e f f i c i e n t m o t o r s p e c i f i c a t i o n a n d w i d e n s t h e s p e c i - fi c a t i o n s t o i n c l u d e m o t o r s w i t h v e r t i c a l s h a f t s a n d m o t o r s u p t o 5 0 0 h o r s e p o w e r , PU B L I C A T I O N S EO O - O4 7 M a r k e t P r o g r e s s E v a l u a t i o n R e p o r t N o , 1 (3 / 0 0 ) E0 1 - 07 5 M a r k e t Pr o g r e s s E v a i u a t i o n R e p o r t N o , 2 (2 / 0 1 ) EO 1 - 09 2 M a r k e t Pr o g r e s s E v a l u a t i o n R e p o r t N o , 3 (1 1 / 0 1 ) Ev a p o r a t o r F a n Va r i a b l e F r e q u e n c y Dr i v e I n i t i a t i v e ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n s t r a t e g y i s t o m a k e v a r i a b l e - fr e q u e n c y d r i v e s ( I I F D s ) a s t a n - da r d t e c h n o l o g y f o r e v a p o r a t o r f a n s i n N o r t h w e s t f o o d s t o r a g e f a c i l i t i e s ( r e f r i g e r a t e d a n d co n t r o l l e d a t m o s p h e r e ) , T h e p r o j e c t s t r a t e g y i s t o d e m o n s t r a t e t o w a r e h o u s e o w n e r s t h e be n e f i t s a n d p e r f o r m a n c e o f V F D t e c h n o l o g y , T h e p r o j e c t g o a l i s t o b e g i n t o s e e m a r k e t ac c e p t a n c e a n d t h e p o s s i b l e e m e r g e n c e o f c o m p e t i t o r s . PR O J E C T P R O G R E S S I N D I C A T O R S (v ' i n d i " " t e s p r o g r e s s i n d i c a t o r c o m p l e l e d ) Co n d u c t f i e l d t r i a l s a t 3 0 s i t e s i n t h e f i r s t t w o y e a r s a n d a c h i e v e t w o c o m p r e h e n s i v e i n s t a l l a - ti o n s , ( 2 3 f i e l d t r i a i s a n d t w o c o m p r e h e n s i v e i n s t a l l a t i o n s c o m p l e t e d ) De v e l o p a d a t a b a s e o n s t o r a g e f a c i l i t i e s , In c r e a s e b y 5 % t h e n u m b e r o f r e f r i g e r a t e d w a r e h o u s e s a n d s t o r a g e f a c i l i t i e s t h a t h a v e V F D s b y 20 0 0 , In c r e a s e m a r k e t p e n e t r a t i o n o f V F D s t o a t l e a s t 3 1 % o f w a r e h o u s e s a n d 4 7 % o f f r u i t s t o r a g e fa c i l i t i e s b y 2 0 0 7 , PR O J E C T S T A R T J a n u a r y 1 9 9 8 SU M M A R Y ' Al l o c a t e d A l l i a n c e D o l l a r s t h r o u g h 12 / 3 1 1 0 1 Pr o j e c t Ev a l u a t i o n Pr o j e c t Ev a l u a t i o n 66 3 00 9 $7 5 09 0 $9 4 09 7 $1 7 65 5 $1 . 4 9 3 , 7 5 8 13 , OB " Ac t u a l A l l i a n c e D o l l a r s S p e n t i n 2 0 0 1 To t a l D o l l a r s ~ p ~ n t t h r o u g h 12 / 3 1 / 0 1 20 0 1 , ~ c t u a i a W i W Qu l T l ~ i ~ t i v e a c t u a l a M\ f ( t h r o u g h , ,12 ! 3 1 / 0 1 Pr o j e c t e d a M W t h r o u g h 2 0 1 0 Es t i m a t e d C o s t E f f e c t i v e n e s s In d e x - To t a l R e s o u r c e P e r s p e c t i v e Es t i m a t e d L e v e l i z e d Co s t - To t a l R e s o u r c e P e r s p e c t i v e ( c e n t s I k W h ) . S e e Gl o s s a r y on pa g e 5/ , .. Ne g a l i v e l e v e l i z e d c o s l s i n d i c a t e t h a I n o n - el e c t r i c i t y s a v i n g s b e n e f i t s s u c h a s t r a n s m i s s i o n a n d d i s t r i b u t i o n sy s t e m b e n e f i t s , w a l e r s a v i n g s , a n d n e t u r a t g a s s a v i n g s a r e t a r g e r t h a n t h e i n c r e m e n t a l c o s l 01 th e e n e r g y sa v i n g o p t i o n . .. . ( W N O R T H W F 5 T E N E R " V Em c " ' C Y A l l " ' " 20 0 1 M a r k e t A c t i v i t i e s R e p o r t KE Y H I G H L I G H T S F O R 2 0 0 1 A r e f r i g e r a t e d w a r e h o u s e d e m o n s t r a t i o r i sit e wa s a d d e d ( H e n n i n g s e n i n T w i n F a l l s Id a h o ) , T h i s i s fu l l - s c a l e i n s t a l l a t i o n , F i e l d t r i a l s h a v e n o w b e e n c o m p l e t e d o n 21 fr u i t st o r a g e ro o m S an d s i x r e f r i g e r a t e d w a r e h o u s e s ; e n e r g y s a v i n g s a n d f r u i t q u a l i t y im p r o v e m e n t ( w h e r e a p p l i c a b l e ) h a v e b e e n d o c u m e n t e d , Co m p l e t e d f i n a l ca s e st u d y r e p o r t s (1 5 no w a v a i l a b l e ) , At l e a s t 23 fa c i l i t i e s i n t h e r e g i o n ( i n c l u d i n g d e m o n s t r a t i o n p a r t i c i p a n t s ) h a v e i n s t a l l e d VF D s , De v e l o p e d pr o j e c t w e b s i t e , w w w , ca s c a d e e n e r g y . c o m , At t e n d e d tr a d e s h o w , to p r e s e n t f i n d i n g s , Be g a n d e v e l o p i n g s u m m a r y r e p o r t s o n ca s e st u d y f i n d i n g s a n d m a r k e t i n g m a t e r i a l s , PR O J E C T E D A N D A C T U A L E N E R G Y S A V I N G S ( a M W ) :; : ,.. , ~~ " , -- - : , -- - " ," , - 19 9 7 19 9 B 19 9 9 20 0 0 20 0 1 Pr o j e c t e d Ac l u a l In 2 0 0 1 t h e c o n t r a c t o r c o m p l e t e d o n e n e w d e m o n s t r a t i o n s i t e u s i n g A l l i a n c e f u n d i n g ; ho w e v e r , t h e c o n t r a c t o r a l s o c o m p l e t e d i n s t a l l a t i o n o f V F D s i n 2 3 o t h e r p r o j e c t s i n t h e re g i o n , s i g n i f i c a n t l y r a i s i n g t h e t o t a l s a v i n g s , CO M M E N T A R Y Th e p r o j e c t h a s d e m o n s t r a t e d t h a t l o w e r a i r f l o w s f r o m V F D s c a n l o w e r e n e r g y c o s t s an d , i n c o n t r o l l e d - a t m o s p h e r e f a c i l i t i e s , h a v e a p o s i t i v e i m p a c t o n f r u i t q u a l i t y , N o n - e n e r - gy b e n e f i t s a r e a s i g n i f i c a n t s e l l i n g p o i n t i n t h e f r u i t s t o r a g e m a r k e t w h e r e s a v i n g s i n f r u i t ma s s l o s s a n d i m p r o v e m e n t s i n f r u i t q u a l i t y c a n e n h a n c e a f a c i l i t y s c o m p e t i t i v e p o s i t i o n , Th e p r o j e c t d o c u m e n t e d t h a t o n e h i s t o r i c b a r r i e r - pr o b l e m s w i t h m o t o r p r o t e c t i o n a n d ha r m o n i c s - is p r e v e n t a b l e . Ev i d e n c e s u g g e s t s t h a t w a r e h o u s e o w n e r s a r e i n c r e a s i n g l y m o t i v a t e d t o i n s t a l l V F D s a s a r e s u l t o f i n f o r m a t i o n c o l l e c t e d f r o m d e m o n s t r a t i o n s i t e s a n d a d e c i i n e i n V F D p r i c e s , PU B L I C A T I O N S EO O - OB 8 M a r k e t P r o g r e s s E v a l u a t i o n R e p o r t (1 1 / 0 0 ) E9 9 - 02 4 M a r k e t Pr o g r e s s E v a l u a t i o n R e p o r t (4 1 9 9 ) Ju s t E n o u g h A i r ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n s t r a t e g y i s t o b u i l d m a r k e t a w a r e n e s s a n d d e m a n d f o r c o n - se r v i n g e n e r g y i n p n e u m a t i c c o n v e y i n g s y s t e m s t h r o u g h t h e d e v e l o p m e n t a n d m a r k e t i n g of c a s e s t u d i e s , T h e p r o j e c t w o r k s t o i n c r e a s e t h e e n e r g y e f f i c i e n c y o f l o w - pr e s s u r e p n e u - ma t i c w a s t e c o n v e y i n g s y s t e m s i n t h e s e c o n d a r y w o o d p r o c e s s i n g i n d u s t r y , w h i c h r e p r e - se n t s 1 0 - 40 % o f e n e r g y c o n s u m e d i n wo o d re - m a n u f a c t u r i n g f a c i l i t i e s . PR O J E C T P R O G R E S S I N D I C A T O R S (v ' i n d i c a t e s p r o g r e s s i n d i c a t o r c o m p l e l e d ) De m o n s t r a t e p n e u m a t i c c o n v e y i n g s y s t e m i m p r o v e m e n t s , Pr o m o t e t h e c o n c e p t s w i t h e d u c a t i o n a l p r o g r a m s , ~~ NO H H W E $ T E N E , "" V E F . F . " I F , Nr , V A I I , IA N r . F . 20 0 1 M a r k e t A c t i v i t i e s R e p o r t (i j+-'(/) :: : J (t j+-'CI J ::J "' 0 Tr a i n l o c a l p r o f e s s i o n a l s a s s e r v i c e p r o v i d e r s , De v e l o p i n g a s t r e a m l i n e d p r o g r a m a i m e d a t s e r v i c i n g s m a l l m a n u f a c t u r e r s , Es t i m a t e o f ( s e c o n d a r y w o o d p r o d u c t s ) m a r k e t p o t e n t i a l ( 5 7 80 0 M W h / y e a r ) i s v e r i f i e d t h r o u g h ma r k e t r e s e a r c h , Ma r k e t a w a r e n e s s i s b u i l t t h r o u g h d i s s e m i n a t i o n o f c a s e s t u d i e s , De v e l o p h a n d s - o n d e m o n s t r a t i o n t o o l f o r e d u c a t i o n , t r a i n i n g a n d p r o m o t i o n , De v e l o p a n d i m p l e m e n t t r a i n i n g p r o g r a m s f o r c u s t o m e r s , p o t e n t i a l c o n s u l t a n t s a n d o t h e r s e r v i c e pr o v i d e r s , Im p l e m e n t p r o g r a m e f f o r t f o r t h e s m a l l m a n u f a c t u r e r s e g m e n t . PR O J E C T S T A R T A p r i l 1 9 9 9 SU M M A R Y ' Al l o c a t e d A l l i a n c e D o l l a r s t h r o u g h 1 2 / 3 1 / 0 1 Pr o j e c t Ev a l u a t i o n Pr o j e c t Ev a l u a t i o n $8 2 0 , 4 2 0 $8 0 , 00 0 $1 0 4 80 5 $5 9 7 97 3 Ac t u a l A l l i a n c e D o l l a r s S p e n t i n 2 0 0 1 To t a l D o l l a r s S p e n t t h r o u g h 1 2 / 3 1 / 0 1 20 0 1 A c t u a l a M W gu m u l a t i v e a tu a l a ' - ' 1 . , . . , t h r o u g h 1 2 / 3 1 / 0 1 pr q ; e c t e d ~ ' - ' 1 " ' " t h r o ~ g h 2 0 1 0 , " " ~s t i m ~ t e ~ g q s t Ef f e c t i y e n e s s l n d e x - - : : : : T o t ~ / R ~ s o u r ~ ~ f ' e r s p e c t i ~ e ~s t i m ~ t e ~ L e y e l i z e d g o s t -- : : : : T ot 'II e s p u r c f' e r s pe c t i v J c e n t ~ ! k ~ . S e e Glo s s a r y o n p a g e 51 , KE Y H I G H L I G H T S F O R 2 0 0 1 Fo r m e d Pn e u m a t i c C o n v e y i n g A d v i s o r y C o u n c i l . Tw o s e r v i c e p r o v i d e r t r a i n i n g e v e n t s w e r e h e l d w i t h 14 pe o p l e i n a t t e n d a n c e , Th e p r o j e c t t e a m c o n d u c t e d 31 si t e a s s e s s m e n t s w i t h 22 re p r e s e n t i n g g o o d ca n d i d a t e s , Se r v i c e p r o v i d e r t o o l s w e r e c r e a t e d , i n c l u d i n g : tw o de m o n s t r a t i o n t o o l s ca s e s t u d i e s a n d r e s o u r c e l i s t s , PR O J E C T E D A N D A C T U A L E N E R G Y S A V I N G S ( a M W ) 1. 0 :; : 0 , 0.4 ," ' 19 9 9 20 0 0 20 0 1 19 9 7 19 9 8 Pr o j e c t e d Ac t u a l Th e p r o j e c t d i d n o t a c h i e v e t h e s a v i n g s a n t i c i p a t e d b e c a u s e f e w e r d e m o n s t r a t i o n s i t e s we r e i m p l e m e n t e d t h a n e x p e c t e d d u r i n g 2 0 0 1 CO M M E N T A R Y Th e p r o j e c t t e a m e x p a n d e d t h e s c o p e t o p r o v i d e e n g i n e e r i n g s u p p o r t t o i d e n t i f y a n d qu a n t i f y t h e i m p a c t s o f p o t e n t i a l s y s t e m i m p r o v e m e n t s . PU B L I C A T I O N S E9 9 - 04 5 M a r k e t Ba s e l i n e E v a l u a t i o n R e p o r t , N o , 1 ( 1 2 / 9 9 ) ~~ NO R T H W E S T ' " , , 'G V " " c " " , , V A " " ' " ' 2 0 0 1 Ma r k e t A c t i v i t i e s R e p o r t Ma g n a D r i v e ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n s t r a t e g y i s t o e x p a n d t h e s p e e d c o n t r o l m a r k e t , r a t h e r t h a n re p l a c e v a r i a b l e f r e q u e n c y d r i v e s ( V F D s ) b y i n t r o d u c i n g t h e M a g n a D r i v e c o u p l i n g i n a p p l i - ca t i o n s w h e r e V F D s h a v e n o t p e n e t r a t e d . I t i s b e l i e v e d t h a t t h i s p r o d u c t i n t r o d u c t i o n w i l l sti m u l a t e t h e d e v e l o p m e n t o f a n e w g e n e r a t i o n o f V F D s , t h a t w i l l p r o v i d e i m p r o v e d e n e r - gy e f f i c i e n c y a n d n o n - e n e r g y b e n e f i t s . Th e p r o j e c t s t r a t e g y i n c l u d e s : a c c e l e r a t i n g t h e c o m m e r c i a l i z a t i o n a n d m a r k e t p e n e t r a - ti o n o f t h e M a g n a D r i v e C o u p l i n g i n t a r g e t e d m a r k e t s e g m e n t s - p u l p & p a p e r , H V A C a n d wa s t e w a t e r , a n d c o n f i r m i n g t h e p e r f o r m a n c e o f t h e Ma g n a D r i v e C o u p l i n g i n t h e h i g h ho r s e p o w e r a n d i r r i g a t i o n m a r k e t s . PR O J E C T P R O G R E S S I N D I C A T O R S ( , / in d i c a t e s p r o g r e s s i n d i c a t o r c o m p l e t e d ! De t e r m i n e t h a t t h e m a r k e t p o t e n t i a l e x i s t s b e y o n d t h e c u r r e n t a n d p r o j e c t e d V F D s a l e s i n t h e No r t h w e s t r e g i o n , In d e p e n d e n t l y v e r i f y t h a t t h e M a g n a D r i v e c o u p l i n g t e c h n o l o g y s a v e s a t l e a s t 6 0 % o f t h e e n e r g y sa v e d b y t y p i c a l V F D s a c r o s s a r a n g e o f s p e e d c o n t r o l a p p l i c a t i o n s , In s t a l l t h e M a g n a D r i v e c o u p l i n g i n a t i e a s t t h r e e f i e l d s i t e s w h e r e V F D s h a v e b e e n u n s u c c e s s f u l In p e n e t r a t i n g t h e m a r k e t . Ve r i f y t h a t l a r g e c o u p l i n g s c a n m e e t o p e r a t i n g r e q u i r e m e n t s a n d p r o v i d e t h e e n e r g y a n d n o n - en e r g y b e n e f i t s a t t r i b u t e d t o s m a l l e r s i z e d ( 2 0 0 H P a n d s m a l l e r ) c o u p i i n g s , Id e n t i f y s e g m e n t s o f t h e i r r i g a t i o n s y s t e m t h a t c a n b e s t b e i m p r o v e d w i t h a p p l i c a t i o n o f t h e Ma g n a D r i v e C o u p l i n g . In s t a l l M a g n a D r i v e C o u p l i n g i n a t l e a s t t h r e e a n d u p t o f i v e i r r i g a t i o n s i t e s a n d o f l a r g e c o u p l i n g s in a t l e a s t t w o s i t e s , Co m m e r c i a l i z e t h e M a g n a D r i v e C o u p l i n g a n d s t r e a m l i n e t h e m a n u f a c t u r i n g p r o c e s s , In c r e a s e o v e r a l l a w a r e n e s s o f a n d i n t e r e s t i n t h e M a g n a D r i v e C o u p l i n g PR O J E C T S T A R T P h a s e 1 : M a y 1 9 9 9 Ph a s e 2 : J u l y 2 0 0 0 SU M M A R Y ' All o c a t e d A l l i a n c e p o l l a r s t h r o u g h 1 2 / 3 1 1 0 1 pr q l ~ c t Ev a l u a t i o n Pr o j e c t Ev a l u a t i o n $? , 1Q Q , QQ Q 15 0 , 00 0 $3 2 7 31 5 $3 8 , 09 8 50 8 , 79 3 33 . 4 0 Ac t u a l A l l i a n c e D o l l a r s S p e n t i n 2 0 0 1 To t a l D o l l a r s S p e n t t h r o u g h 1 2 / 3 1 / 0 1 20 0 1 A c t u a l a M W Cu m u l a t i v e a c t ~ a l a M W t h r o u g h 1 2 / 3 1 / 0 1 Pr o j e c t e d a M . , . . , t h r o u g h 2 0 1 0 " ' Es t i m a t e d C o s t E f f e c t i v e n e s s l n d e ~ - - : : : : To t a l R e s o u r c e P e r s p e c t i v e Es t i l T 1 a t ~ ~ . L e v e l i z e d C o s t - - : : : : To t a l R e s o u r c e P e r s p e c t i v e ( c e n t s / k W h ) Se e G l o s s a r y o n p a g e 51 . KE Y H I G H L I G H T S F O R 2 0 0 1 Ma g n a D r i v e i n s t a l l e d 51 co u p l i n g s n a t i o n w i d e . Ma g n a D r i v e f i n a l i z e d t h e d e s i g n , m a n u f a c t u r e d , a n d i n s t a l l e d pr o t o t y p e 60 0 H P A S D i n a n i r r i g a t i o n a p p l i c a t i o n . Na t i o n a l d i s t r i b u t i o n n e t w o r k h a s b e e n d e v e l o p e d t h r o u g h o u t t h e ye a ~ ~~ NO R T H W F S T E N " " v Em c " " " y A ' r , " c , 20 0 1 Ma r k e t A c t i v i t i e s R e p o r t +- 'CI J :: : J +- ' , (f ) 't J .. 5 Ma g n a D r i v e h a s c o n t i n u e d t h e i r f u n d - r a i s i n g e f f o r t s , d e l a y e d b y S e p t e m b e r 1 1 t h ra i s i n g a p p r o x i m a t e l y $7 mi l l i o n . Ma g n a D r i v e h a s e s t a b l i s h e d r e l a t i o n s w i t h Wa s h i n g t o n b a s e d m a n u f a c t u r i n g f i r m sig n i f i c a n t l y r e d u c i n g t h e i r c o s t s , PR O J E C T E D A N D A C T U A L E N E R G Y S A V I N G S ( a M W ) :; : 0 , 0.4 19 9 7 19 9 8 19 9 9 20 0 0 20 0 1 Pr o j e c t e d Ac t u a l Ma g n a D r i v e s 2 0 0 1 p r o j e c t e d s a v i n g s e x c e e d e d a c t u a l f o r a v a r i e t y o f r e a s o n s . T i m e t o ma r k e t h a s b e e n m u c h l o n g e r t h a n e x p e c t e d s o p r o j e c t e d s a l e s a n d s a v i n g s n u m b e r s we r e n o t a c h i e v e d , T h i s n e w t e c h n o l o g y r e q u i r e s a s i g n i f i c a n t ed u c a t i o n p r o c e s s t o in c r e a s e c u s t o m e r s c o m f o r t w i t h t h e n e w e q u i p m e n t . Ad d i t i o n a l l y , 2 0 0 1 w a s a d i f f i c u l t ye a r f o r a l l t h e s p e e d c o n t r o l m a r k e t i n g e n e r a l w i t h g r o w t h m o v i n g c l o s e r t o 5 % a y e a r fr o m t h e 2 0 % r a t e s I n t h e l a t e 9 0 s . P u l p a n d p a p e r , o n e o f t h e t a r g e t m a r k e t s i d e n t i f i e d i n ea r l i e r r e s e a r c h , a l s o w a s s u f f e r i n g w i t h b o t h t h e r e c e s s i o n a n d t h e e n e r g y c r i s i s wi t h pl a n t s c l o s u r e s a n d c u r t a i l m e n t s t h r o u g h o u t t h e y e a r , A n o t h e r m a r k e t o f i n t e r e s t , t h e i r r i - ga t i o n m a r k e t , w a s a f f e c t e d b y t h e p o w e r c r i s i s w i t h m a n y i r r i g a t o r s b e i n g p a i d t o s t o p pu m p i n g . CO M M E N T A R Y Ma g n a D r i v e w a s s e l e c t e d a s a Te c h n o l o g y of th e Y e a r by I n d u s t r y W e e k m a g a z i n e , PU B L I C A T I O N S 00 - 05 4 Ma r k e t R e s e a r c h R e p o r t : V a r i a b l e F r e q u e n c y O r i v e s ( 6 i O O ) 00 - 04 8 Ma r k e t R e s e a r c h R e p o r t : V a r i a b l e F r e q u e n c y D r i v e s ( 3 / 0 0 ) Mi c r o e l e c t r o n i c s I n d u s t r y Ef f i c i e n c y I n i t i a t i v e ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n s t r a t e g y i s t o i d e n t i f y a n d p u r s u e e f f i c i e n c y o p p o r t u n i t i e s i n th e N o r t h w e s t m i c r o e l e c t r o n i c s i n d u s t r y . T h e A l l i a n c e i s p r o m o t i n g a n i n t e g r a t e d d e s i g n pr o c e s s t o e n h a n c e e n e r g y e f f i c i e n c y i n s e m i c o n d u c t o r ma n u f a c t u r i n g f a c i l i t i e s , a n d as s e s s p o t e n t i a l e f f i c i e n c i e s i n t h e p o l y s i l i c o n m a n u f a c t u r i n g p r o c e s s , Th e g o a l i s t o i n c o r p o r a t e e n e r g y e f f i c i e n c y p r a c t i c e s i n t o t h e d e s i g n a n d o p e r a t i o n o f to o l s a n d f a c i l i t i e s i n t h e se m i c o n d u c t o r a n d m i c r o e l e c t r o n i c s i n d u s t r i e s , T h e p r o j e c t in c l u d e s c o n d u c t i n g e n g i n e e r i n g s t u d i e s t h a t t a k e a w h o l e - s y s t e m s a p p r o a c h a n d a l l o w fo r c o m p a r i s o n s b e t w e e n d i f f e r e n t d e s i g n s a t d i f f e r e n t mi c r o e l e c t r o n i c s m a n u f a c t u r i n g fa c i l i t i e s . PR O J E C T P R O G R E S S I N D I C A T O R S ( . , . . in d i c a t e s p r o g r e s s i n d i c a t o r c o m p l e l e d ) "'" I d e n t i f y a n d a s s e s s s p e c i f i c m a r k e t t r a n s f o r m a t i o n l e v e r a g e o p p o r t u n i t i e s i n d e s i g n , m a n u f a c t u r - in g t e c h n o l o g i e s , a n d f a c i l i t y s u p p o r t s y s t e m s i n t h e m i c r o e l e c t r o n i c s a n d p o l y s i l i c o n i n d u s t r i e s , "'" I n c r e a s e a w a r e n e s s o f e n e r g y e f f i c i e n c y o p p o r t u n i t i e s a m o n g r e p r e s e n t a t i v e s o f m a j o r m i c r o - .c ( ~ NO R T H W ! S T E " . o y E F F l C " H Y A I "" C ' 20 0 7 M a r k e t A c t i v i t i e s R e p o r t el e c t r o n i c s m a n u f a c t u r i n g c o m p a n i e s a n d o r g a n i z a t i o n s w i t h i n t h e r e g i o n , "'" D e v e l o p i n f o r m a t i o n o n h i g h p r i o r i t y e n e r g y a n d r e s o u r c e e f f i c i e n c y o p p o r t u n i t i e s w i t h i n t h e se m i c o n d u c t o r m a n u f a c t u r i n g i n d u s t r y , "' " P a r t i c i p a t e i n o n e o r m o r e i n t e g r a t e d d e s i g n p r o c e s s e s , "'" I m p l e m e n t p r o j e c t s t h a t s h o w c a s e e n e r g y e f f i c i e n c y o p p o r t u n i t i e s wi t h i n t h e m i c r o e l e c t r o n i c s in d u s t r y , "'" P a r t i c i p a t e i n m e e t i n g s w i t h i n d u s t r y a s s o c i a t i o n s , k e y i n d u s t r y m e e t i n g s , a n d c o n f e r e n c e s t o pr e s e n t e n e r g y e f f i c i e n c y s t r a t e g i e s a n d o p p o r t u n i t i e s f o r g r e e n t a b c o l l a b o r a t i v e p r o j e c t s , "'" K e y i n d u s t r y r e p r e s e n t a t i v e s a t t e n d p r o j e c t w o r k s h o p s t h a t d i s c u s s a n d p r o m o t e " wo r l d c l a s s ex a m p l e s o f e n e r g y e f f i c i e n c y o p p o r t u n i t i e s w i t h i n t h e m i c r o e l e c t r o n i c s i n d u s t r y , PR O J E C T S T A R T M a r c h 1 9 9 8 SU M M A R Y All o c a t e d A I ia n c e D g l l a r s t h r o u g h 1 2 / 3 1/ 0 1 ~r ~ l e c t Ev a l ~ a t l o n Pr o j e c t Ev a l u a t i o n 65 0 , 99 9 ~1 1 8 9q ? $1 7 8 15 4 $9 , 8 4 3 $1 , 4 6 8 32 0 13 , Ac t u a l A l l i a n c e D o l l a r s S p e n t i n 2 0 0 1 To t a l D o l l a r s S p e n t t h r o u g h 1 2 / 3 1 / 0 1 20 0 1 A c t u a l a M W Cu m u l a t i v e a c t u a l a M W t h r o u g h 1 2 / 3 1 / 0 1 Pr o j e c t e d a M W t h r o u g h 2 0 1 0 Es t i m a t e d C o s t E f f e c t i v e n e s s I n d e x - : - To t a l R e s o u r c e P e r s p e c t i v e Es t i m a t e d L e v e l i z e d Co s t - To t a l R e s o u r c e P e r s p e c t i v e ( c e n t s / k W h ) So e G l o s s a r y o n p a g e 57 . KE Y H I G H L I G H T S F O R 2 0 0 1 Th r e e s e p a r a t e c o n t r a c t s ( O p t i - Ch i l l , H P / E n - Wi s e , a n d Z i l o g / S u p e r S y m m e t r y ) h a v e be e n f u n d e d b y t h e A l l i a n c e t o s h o w c a s e e n e r g y e f f i c i e n t p r o j e c f s . Th e A l l i a n c e a t t e n d e d be n c h m a r k i n g w o r k s h o p i n C a l i f o r n i a t h a t l e d t o t h e de v e l o p m e n t of a c/ e a n r o o r n s b e n c h m a r k i n g p r o j e c t , Th e A l l i a n c e a t t e n d e d Pr o d u c t i o n T o o l s E f f i c i e n c y W o r k s h o p h o s t e d b y S e m a t e c h . Bu s i n e s s - to - bu s i n e s s p r e s e n t a t i o n s h a v e b e e n m a d e a t s e v e r a l N o r t h w e s t ma n u f a c t u r i n g c o m p a n i e s , PR O J E C T E D A N D A C T U A L E N E R G Y S A V I N G S ( a M W ) :: : 0.4 19 9 7 19 9 8 19 9 9 Pr o j e c t e d Ac l u a l 1: ' 11 - 20 0 0 20 0 1 Op t l - Ch i l l a n d E n w i s e p r o j e c t s h a v e d e m o n s t r a t e d c h i l l e r s y s t e m s a v i n g s a n d h a v e ra i s e d a w a r e n e s s b y t h e mi c r o e l e c t r o n i c s I n d u s t r y r e g a r d i n g a d d i t i o n a l e f f i c i e n c y im p r o v e m e n t s , CO M M E N T A R Y Th e p r o j e c t t i m i n g a n d m e s s a g e h a v e b e e n w e l l r e c e i v e d b y i n d u s t r y . T h e m i c r o e l e c - tr o n i c s I n d u s t r y h a s e x p e r i e n c e d a s i g n i f i c a n t d o w n t u r n t h a t h a s p u s h e d t h e m t o l o o k f o r co s t - c u t t i n g m e a s u r e s , PU B L I C A T I O N S E0 1 - 08 9 M a r k e t P r o g r e s s E v a l u a t i o n Re p o r t 1 ( 6 / 0 0 ) ~~ NO R T H W F n E " , o y EF F l C " " , Y , \ " ,, " C , 20 0 7 M a r k e t A c t i v i t i e s R e p o r t ... . (f ) .. 5 .. . . (/ ) .. 5 SA V - AI R ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n s t r a t e g y i s f o r m a n u f a c t u r e r s t o g a i n a c c e p t a n c e o f c o m - pr e s s e d a i r m a n a g e m e n t a s a s y s t e m - w i d e e f f o r t t o i m p r o v e e f f i c i e n c y r a t h e r t h a n u s e a co m p o n e n t - s p e c i f i c e f f o r t , T h e g o a i o f t h e p r o j e c t i s t o d e v e l o p a n d i a u n c h a s e l f - s u s t a i n - in g b u s i n e s s t h a t s p e c i a l i z e s i n o p t i m i z i n g t h e e n e r g y - e f f i c i e n t o p e r a t i o n o f c o m p r e s s e d a i r sy s t e m s i n t h e N o r t h w e s t t h r o u g h t h e u s e o f l o c a l a n d r e m o t e m o n i t o r i n g s y s t e m s , T h e pr o j e c t t a r g e t s i n d u s t r i a l m a n u f a c t u r i n g f a c i l i t i e s w i t h c o m p r e s s e d a i r s y s t e m s i a r g e r t h a n 30 0 H P i n t h e N o r t h w e s t . PR O J E C T P R O G R E S S I N D I C A T O R S ( , / M i c a l e s pr e g " ' s s i n d i c a l o r c o m o l e l e c l ) Cr e a t e a s e l f - su s t a i n i n g b u s i n e s s , Ov e r c o m e m a r k e t b a r r i e r s t h a t i n c l u d e t h e l a c k o f t e c h n i c a l d a t a a n d f u n d i n g a s w e i l a s t h e c u r - re n t a t t i t u d e a n d l a c k o f a c c o u n t a b i l i t y f o r c o m p r e s s e d a i r , St a k e h o l d e r s r e c o g n i z e t h e v a i u e o f w h o l e s y s t e m e f f i c i e n c y r a t h e r t h a t c o m p o n e n t s p e c i f i c e f f i - cie n c y , Iii ' ! D e v e l o p a n a i p h a s i t e f o r p r o d u c t t e s t i n g a n d m a r k e t i n g p u r p o s e s , Iii ' ! C o m p l e t e s i x b e t a t e s t s i t e s a n d d o c u m e n t f o r f u r t h e r m a r k e t i n g e f f o r t s . PR O J E C T S T A R T D e c e m b e r 1 9 9 8 SU M M A R Y ' Al l o c a t e d A H i a n c e D o l l a r s th r o u g h 12 / 3 1 / 0 1 Pr o j e c t Ev a l u a t i o n Pr o j e c t Ev a l u a t i o n Ac t u a l A i l i a n c e D g H a r s S p e n t i n , 2 0 0 1 To t a l D q l i a r s S p ~ n t t h r o u g h 12 / 3 1 / 0 1 20 0 1 A c t u a i a M W Cu m u l a t i v e a c t u a l a M W t h r o u g h 12 / 3 1 / 0 1 Pr o j e c t e d a M W t h r o u g h 2 0 1 0 Es t i m a t e d C o s t E f f e c t i v e n e s s In d e x - To t a l R e s o u r c e P e r s p e c t i v e Es t i m a t e d L e v e l i z e d Co s t - To t a l R e s o u r c e P e r s p e c t i v e ( c e n t s I k W h ) . S e e Glo s s a r y on pa g e 51 , KE Y H I G H L I G H T S F O R 2 0 0 1 79 5 , 00 0 , $ 2 2 5 00 0 $1 3 2 , 01 9 $2 5 , 39 0 $2 , 04 4 , 28 9 1.8 3 36 ,1.0 0 SA V - At R i n s t a l l e d s y s t e m s i n t e n s i t e s o f w h i c h s i x w i l l b e d e v e l o p e d i n t o c a s e s t u d i e s . Cu s t o m e r s o f t h e i r s y s t e m s h a v e b e e n l a r g e m u l t i - pl a n t b u s i n e s s e s , Hir e d s a t e s m a n a g e r a n d d e v e l o p e d b u s i n e s s p l a n , PR O J E C T E D A N D A C T U A L E N E R G Y S A V I N G S ( a M W ) ~ 3 :; ; 2 .. 1 ~: i ! r 20 0 0 20 0 1 19 9 7 19 9 8 19 9 9 Pr o j e c t e d Ac t u a l Sa v i n g s a s s o c i a t e d w i t h t h e s i x t e s t s i t e s s t a r t e d t o a c c r u e i n 2 0 0 1 . S o m e o f t h e s e s a v - in g s w e r e d e l a y e d f r o m 2 0 0 0 . T h i s a c c o u n t s f o r t h e d i f f e r e n c e b e t w e e n a c t u a l a n d p r o - je c t e d s a v i n g s , -( " I V NO R T H " " T E x " r , y " " , o " , x c v A ' , II A N O ' 2 0 0 1 Ma r k e t A c t i v i t i e s R e p o r t CO M M E N T A R Y Th e , t i m e t o m a r k e t f o r t h i s p r o d u c t a n d a s s o c i a t e d s e r v i c e s i s m u c h i o n g e r t h a n w a s ex p e c t e d . T h e c o m b i n e d e f f e c t s o f t h e p o w e r c r i s i s a n d r e c e s s i o n h a v e m a d e t h e s a l e s o f ca p i t a i p r o j e c t s q u i t e d i f f i c u l t . E v e n i n t h e b e s t o f t i m e s t h e s e l l i n g o f a n e w p r o d u c t b y a sm a H a n d r e l a t i v e i y u n k n o w n f i r m i s d i f f i c u l t . H o w e v e r t h e m a r k e t f o r t h i s p r o d u c t i s s t i l l qu i t e l a r g e w i t h f e w p i a n t s i n v e s t i n g i n c o m p r e s s e d a i r m o n i t o r i n g a n d c o n t r o l e q u i p m e n t , PU B L I C A T I O N S EO O - 3 M a r k e t P r o g r e s s E v a l u a t i o n Re p o r t 1 (6 1 0 0 ) E0 1 - 07 6 M a r k e t Pr o g r e s s E v a i u a t i o n R e p o r t 2 (2 1 0 1 ) Si l i c o n C r y s t a l Gr o w i n g Fa c i l i t i e s ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n s t r a t e g y i s t o s e e k i m p r o v e d e f f i c i e n c i e s i n t h e e n e r g y - in t e n - siv e c r y s t a l g r o w i n g f u r n a c e s i n w h i c h s i i i c o n i n g o t s a r e p r o d u c e d f o r p h o t o v o l t a i c s a n d se m i c o n d u c t o r i n d u s t r i e s l e a d i n g t o t h e w i d e s p r e a d a d o p t i o n o f t h i s n e w te c h n o l o g y . Cu s t o m e r b e n e f i t s i n c l u d e r e d u c t i o n i n t h e u s e o f e n e r g y a n d a r g o n g a s a n d i m p r o v e m e n t s in p r o d u c t i v i t y , y i e l d a n d i n g o t c h a r a c t e r i s t i c s , Th e p r o j e c t f o c u s i s t o d e v e i o p a n d i m p l e m e n t a n e w , m o r e e f f i c i e n t f u r n a c e t e c h n o l o - gy a n d r e t r o f i t aH o f t h e f u r n a c e s a t S i e m e n s S o i a r In d u s t r i e s f a c i l i t y i n V a n c o u v e r , Wa s h i n g t o n , T h e e v e n t u a l g o a l i s t o t r a n s f e r t h e n e w t e c h n o l o g y o f a m o r e e f f i c i e n t , s m a H - er s i l i c o n - gr o w i n g f u r n a c e t o o t h e r c o m p a n i e s i n t h e s e m i c o n d u c t o r i n d u s t r y . PR O J E C T P R O G R E S S I N D I C A T O R S ( , / in d i c a l e s p r o g r e s s i n d i c a l o r c o m p l e l e d ) Iii ' ! D e v e l o p a n a c c u r a t e m o d e l i n g t o o l f o r c u r r e n t a n d f u t u r e h o t z o n e d e s i g n s , Iii ' ! R e d u c e t h e f u r n a c e h o t z o n e e n e r g y c o n s u m p t i o n b y a t l e a s t 4 0 p e r c e n t ; r e d u c e c y c l e t i m e b y a t le a s t 1 5 p e r c e n t a n d r e d u c e a r g o n c o n s u m p t i o n b y a t l e a s t 5 0 p e r c e n t w h i l e i m p r o v i n g a n d ma i n t a i n i n g i n g o t q u a i i t y , Iii ' ! C o n s t r u c t a n e w h o t z o n e d e s i g n , I n s t a l l a i l n e w r e t r o f i t t e d h o t z o n e s a t t h e S i e m e n s f a c i l i t y , Iii ' ! A d o p t t h e o p t i m i z a t i o n m e t h o d s a t o n e o r m o r e s e m i c o n d u c t o r m a n u f a c t u r e r s , PR O J E C T S T A R T A p r i l 1 9 9 8 SU M M A R Y ' AH o c a t e d A i l i a n c e D o H a r s t h r o u g h 12 / 3 1 1 0 1 Pr o j e c t Ev a l u a t i o n m P r o l e ~ t " Ev a l u a t i o n 04 5 00 0 $4 0 , 00 0 , " $ 4 50 9 $1 3 73 5 ~9 9 9 88 0 0. 4 8 33 , 25 , 64 ' . Ac t u a l A H i a n c e D o H a r s S p e n t i n 2 0 0 1 To t a I D o H ~ r s Sp e n t th r o u g h 12 / 3 1 / 0 1 20 0 1 A c t u a l a M W Cu m u l a t i v e a c t u ~ 1 a M I J I f t h r o u g h 1 2 / 3 1 / 0 1 Pr o j e c t e d a r v 1 l J 1 f t ~ r o u g ~ 2 0 1 0 , , Es t i m a t e d C o s t E f f e c t i v e n e s s In d e x - To t a t R e s o u r c e P e r s p e c t i ~ ~ ~s t i m a t e d L e v e l i z e d Co s t : : - To t a l R e s O l i r c e P e r s p e c t i v e ( c e n t s ( k W h ) - S e e Glo s s a r y on pa g e 51 . .. Ne g a t i v e l e v e l i Z e d c o s t s i n d i c a l e t h a i n o n - e l e c t r i c i t y s a v i n g s b e n e f l l s s u c h a s t r a n s m i s s i o n a n d d i s t r i b u t i o n sy s t e m b e n e f i l s , w a l e r s a v i n g s , a n d n a t u r a l ga s sa v i n g s are la r g e r I h a n t h e i n c r e m e n t a l c o s t 01 th e e n e r g y sa v i n g o p t i o n , .: ( I V NO R T H " " T " " , RO , E f F l O " ' O , A u l A X U 2 0 0 1 Ma r k e t A c t i v i t i e s R e p o r t ... . (/ ) .. 5 i: ( KE Y H I G H L I G H T S F O R 2 0 0 1 En e r g y e f f i c i e n t h o t z o n e s w e r e i n s t a l l e d on 1 4 ad d i t i o n a l gro w e r s wi t h 31 m o r e pl a n n e d o v e r t h e n e x t tw o y e a r s , Te a r d r o p p o l y s i l i c o n co m p e t i n g g r a n u l a r p r o d u c t , i s p r o d u c e d b y A s i M i , Ka y e x ma j o r f u r n a c e m a n u f a c t u r e ~ s e l l s re c h a r g e s y s t e m , Ja x is al s o p r o d u c i n g re c h a r g e s y s t e m . PR O J E C T E O A N O A C T U A L E N E R G Y S A V I N G S ( a M W ) :: 3 :E 2 .. 1 19 9 7 19 9 8 19 9 9 20 0 0 20 0 1 Pr o j e c l e d Ac l u a l Ho w e x a c t l y t h e s e m i c o n d u c t o r c r y s t a l g r o w i n g i n d u s t r y i s u s i n g t h e in f 0 l l 1 1 a t i o n g e n e r - at e d b y t h i s p r o j e c t i s d i f f i c u l t t o k n o w , P r o d u c t i o n fa c i l i t i e s , p r o c e s s e s a n d e q u i p m e n t sa l e s a r e p r o p r i e t a r y i n t h i s s m a l l a n d h i g h l y c o m p e t i t i v e i n d u s t r y , D i s c u s s i o n s w i t h i n d u s - tr y i n s i d e r s a n d t h e d e v e l o p m e n t o f r e c h a r g e e q u i p m e n t a n d h o t zo n e fe a t u r e s w i l l h o p e - fu l l y s h e d l i g h t o n h o w t h e t e c h n o l o g y i s a d o p t e d o v e r t i m e . W e h a v e b e e n u n a b l e t o g e t sa v i n g s i n f o r m a t i o n f r o m t h i s i n d u s t r y , S a v i n g s r e p o r t e d a r e f r o m t h e s o l a r c e l l m a n u f a c - tu r i n g i n d u s t r y . CO M M E N T A R Y Th i s p r o j e c t c l o s e d i n J u l y 2 0 0 1 , PU B L I C A T I O N S 00 - 05 0 19 9 9 A n n u a i R e p o r t ( 4 / 0 0 ) E9 9 - 03 4 M a r k e t Pr o g r e s s E v a l u a t i o n R e p o r t , N o , E0 1 - 09 0 M a r k e t Pr o g r e s s E v a l u a t i o n R e p o r t , N o . 1 ( 8 / 9 9 ) 2 ( 1 1 / 0 1 ) Pr o j e c t s w i t h T r a c k e d E l e c t r i c i t y S a v i n g s Ag r i c u l t u r a l Sc i e n t i f i c I r r i g a t i o n Sc h e d u l i n g (S I S ) (P r o j e c t c l o s e d i n 2 0 0 0 ) ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n g o a l w a s t o m a k e s c i e n t i f i c i r r i g a t i o n sc h e d u l i n g ( S I S ) a co m m o n p r a c t i c e f o r i r r i g a t o r s . B y 2 0 1 0 , t h e p r o j e c t a i m e d a t i n f l u e n c i n g g r o w e r s c o n t r o i - li n g 5 0 % o f t h e r e g i o n s p r e s s u r i z e d i r r i g a t e d a c r e s t o u s e S I S t o m e e t c r o p m o i s t u r e ne e d s b y s u p p l y i n g t h e r i g h t a m o u n t o f w a t e r a t t h e r i g h t t i m e a n d t h e r e b y r e d u c e e n e r g y de m a n d f o r p u m p i n g w a t e r . E n e r g y c o s t s c a n b e r e d u c e d b y a n a v e r a g e o f 1 6 % b y u s i n g SI S . Th e s t r a t e g y o f t h e S I S p r o j e c t i n c l u d e d t h r e e e f f o r t s : 1 ) e d u c a t e i r r i g a t o r s a n d o t h e r st a k e h o l d e r s a b o u t S I S p r a c t i c e s a n d b e n e f i t s , 2 ) p r o v i d e i n f o r m a t i o n a n d t e c h n i c a l a s s i s - ta n c e t o e n c o u r a g e a d o p t i o n o f e n e r g y e f f i c i e n t w a t e r m a n a g e m e n t p r a c t i c e s a n d t e c h - no l o g i e s t o i m p r o v e o v e r a l l i r r i g a t i o n r e s o u r c e e f f i c i e n c y , a n d 3 ) i n c r e a s e t h e c a p a c i t y o f pr i v a t e s e c t o r p r o f e s s i o n a l s t o d e l i v e r S I S s e r v i c e s . ~~ NO R T H " " S T E ' E R c ; v Em c l E ' e v A I l I " C F . 20 0 1 M a r k e t A c t i v i t i e s R e p o r t PR O J E C T P R O G R E S S I N D I C A T O R S ( . / in d i c a t e s p r o g r e s s i n d i c a t o r c o m p l e l e d ) De m o n s t r a t e t o f a r m e r s t h e b e n e f i t s o f u s i n g S I S , In c r e a s e t h e n u m b e r o f t r a i n e d a g r i c u l t u r a l c o n s u l t a n t s w h o c a n p r o v i d e S I S a s p a r t o f t h e i r on - fa r m s e r v i c e s w i t h o u t u t i l i t y a s s i s t a n c e , In c r e a s e t h e u s e o f d a t a f r o m A g r i - Me t w e a t h e r s t a t i o n s , Es t a b l i s h l o c a l n e t w o r k s t o p r o v i d e e d u c a t i o n a n d t e c h n i c a l a s s i s t a n c e a f t e r t h e e n d o f th e v e n t u r e , PR O J E C T S T A R T J a n u a r y 1 9 9 8 SU M M A R Y . Al l o c a t e d A l l i a n c e D o l l a r s t h r o u g h 1 2 / 3 1 / 0 1 Pr o j e c t Ev a l u a t i o n $2 , 4 7 0 76 5 m $ 4 5 00 0 53 7 60 4 To t a l D o l l a r s S p e n t t h r o u g h 1 2 / 3 1 / 0 1 20 0 1 A c t u a l a M W Cu m u l a t i v e a c t u a l a M W t h r o u g h 1 2 / 3 1 / 0 1 Pr o j e c t e d a M W t h r o u g h 2 0 1 0 Es t i m a t e d C o s t E f f e c t i v e n e s s In d e x - To t a l R e s o u r c e P e r s p e c t i v e Es t i m a t e d L e v e l i z e d Co s t - To t a l R e s o u r c e P e r s p e c t i v e ( c e n t s / k W h ) Se e G l o s s a r y on pa g e 5/, PR O J E C T E O A N D A C T U A L E N E R G Y S A V I N G S ( a M W ) :: 0 . 0. 4 ~:' 19 9 7 19 9 B 19 9 9 20 0 0 20 0 1 Pr o j e c l e d Ac l u a l Si n c e t h e p r o j e c t i s c l o s e d , s a v i n g s a r e n o t b e i n g t r a c k e d o n a n a n n u a l b a s i s , I n s t e a d , ev e r y f o u r y e a r s s t a f f w i l l e v a l u a t e m a r k e t i m p a c t s t h r o u g h t h e F a r m a n d A a n c h I r r i g a t i o n Su r v e y ( F A I S - U S C e n s u s B u r e a u ) d a t a f r o m t h e U , S, C e n s u s B u r e a u d a t a , CO M M E N T A R Y Ad o p t i o n a n d a c c e p t a n c e o f t h e S I S t e c h n o l o g y b y f a r m e r s a n d i r r i g a t o r s w i t h h i g h - yie l d cr o p s i n W a s h i n g t o n , O r e g o n a n d I d a h o o c c u r r e d a t a m u c h f a s t e r r a t e t h a n h a d o r i g i n a i - Iy b e e n a n t i c i p a t e d , A n a l y s i s o f 1 9 9 4 a n d 1 9 9 8 F A I S d a t a ( n o t a v a i l a b l e a t t h e s t a r t o f t h e pr o j e c t ) i n d i c a t e d t h a t m a r k e t a c c e p t a n c e w a s o n i t s w a y t o a c h i e v i n g t h e p r o j e c t g o a l o f 50 % m a r k e t p e n e t r a t i o n b y t h e y e a r 2 0 1 0 , Da t a f r o m F A I S s u g g e s t e d t h a t t h e g o a l w a s p r o j e c t e d t o b e m e t i n W a s h i n g t o n . O r e g o n an d I d a h o g i v e n t h e r a t e o f i n c r e a s e f r o m 1 9 9 4 t o 1 9 9 8 , T h i s w a s n o t t r u e i n M o n t a n a , Th e a n a l y s i s o f t h e F A t S d a t a a l s o s u g g e s t e d t h a t t h e d i s t i n c t i o n b e t w e e n h i g h a n d l o w va l u e c r o p s w a s i m p o r t a n t : G i v e n t h e s t a t e o f f a r m i n g e c o n o m i c s , i t w a s q u e s t i o n a b l e wh e t h e r l o w v a l u e c r o p s c o u l d a f f o r d t o p r a c t i c e S I S w h e n t e c h n i c i a n s v i s i t t h e f a r m r e g - ui a r l y t o p r o v i d e s e r v i c e s . G i v e n t h e h i g h a n d l o w v a l u e c r o p d i s t i n c t i o n , s t a f f c o n d u c t e d fu r t h e r b a s e l i n e r e s e a r c h t h a t i d e n t i f i e d o n i y 2 5 , 91 0 a c r e s o f h i g h v a l u e c r o p s i n M o n t a n a . Wi t h t h i s f u r t h e r m a r k e t r e s e a r c h , t h e B o a r d a g r e e d t o a l l o w t h e M o n t a n a S I S p r o j e c t t o la p s e u p o n i t s c o m p l e t i o n o f t h e c o n t r a c t o n D e c e m b e r 3 1 20 0 0 . PU B L I C A T I O N S EO O - 06 4 M a r k e t Pr o g r e s s E v a l u a t i o n R e p o r t N o , 2 ( 1 0 / 0 0 ) E9 9 - 04 1 M a r k e t P r o g r e s s E v a l u a t i o n Re p o r t ( 1 9 9 B ) ~~ NO R T H " ' E S T E ' E R ' . V E m C I E ' " ,1 1 . 1 ," C F 20 0 1 M a r k e t A c t i v i t i e s R e p o r t '" ' i: ( Pr o j e c t s w i t h o u t T r a c k e d E l e c t r i c i t y S a v i n g s Re s i d e n t i a l Pu b l i c H o u s i n g Ef f i c i e n c y ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n s t r a t e g y w a s t o d e m o n s t r a t e t o p u b l i c h o u s i n g a u t h o r i t i e s th e b e n e f i t s o f i i f e - c y c i e c o s t a n a i y s i s a n d r e s o u r c e m a n a g e m e n t s e r v i c e s t o i m p r o v e t h e ef f i c i e n c y o f p u b l i c h o u s i n g . T h e g o a i w a s t o i n s t i t u t i o n a l i z e e n e r g y - e f f i c i e n t p r a c t i c e s i n ne w a n d e x i s t i n g p u b l i c l y f u n d e d h o u s i n g p r o j e c t s i n a i l f o u r N o r t h w e s t s t a t e s . Th e c o n t r a c t o r w o r k e d w i t h p u b l i c h o u s i n g a u t h o r i t i e s a n d g o v e r n m e n t a g e n c i e s t o de v e l o p r e g i o n a l e n e r g y e f f i c i e n c y g u i d e l i n e s , S p e c i f i c a c t i v i t i e s i n c i u d e d p r o v i d i n g t e c h - nic a l a s s i s t a n c e a n d t r a i n i n g p r o g r a m s t o r e g i o n a l p u b l i c h o u s i n g au t h o r i t i e s t o r a i s e aw a r e n e s s o f t h e i m p o r t a n c e o f e n e r g y e f f i c i e n c y i n p u b l i c h o u s i n g o p e r a t i o n s , PR O J E C T P R O G R E S S I N D I C A T O R S ( , / in d i c a t e s W o g r e s s i n d i c a t o r c o m p l e t e d ) Es t a b l i s h a b a s e l i n e o f c u r r e n t p o l i c i e s , p r a c t i c e s a n d n e e d s f o r t h e p u b l i c h o u s i n g s e c t o r , In f l u e n c e a n d e s t a b l i s h s t a t e a n d f e d e r a l e n e r g y e f f i c i e n c y p o l i c i e s a n d g u i d e l i n e s f o r pu b l i c h o u s i n g , Im p r o v e t h e t e c h n i c a l c a p a b i l i t i e s o f t h e p u b l i c h o u s i n g a u t h o r i t i e s . PR O J E C T S T A R T A p r i l 1 9 9 8 SU M M A R Y Al i o c a t e d A l l i a n c e O o l l a r s t h r o u g h 1 2 / 3 1 / 0 1 Pr o j e c t Ev a l u a t i o n $3 0 5 00 0 $3 0 00 0 $3 2 5 , 64 6 To t a l O o l l a r s S p ~ n t t h r o u g h 1 2 / 3 1 / 0 1 CO M M E N T A R Y Th i s p r o j e c t c i o s e d i n A u g u s t 2 0 0 1 , I n s t i t u t i o n a l i z i n g e n e r g y e f f i c i e n c y p r a c t i c e s i n n e w an d e x i s t i n g p u b l i c h o u s i n g i s a c h a l l e n g i n g g o a l . M a n y o f t h o s e i n v o l v e d i n p u b l i c h o u s - in g p o l i c y d e c i s i o n s a r e f o c u s e d o n p r o v i d i n g a s m a n y a f f o r d a b i e h o u s i n g u n i t s a s p o s s i - ble . A n y t h i n g t h a t i n c r e a s e s t h e f i r s t c o s t o f h o u s i n g i s v i e w e d a s r e d u c i n g t h e n u m b e r o f un i t s t h e p r o j e c t c a n a f f o r d t o b u i l d . Pr o j e c t s w i t h o u t T r a c k e d E l e c t r i c i t y S a v i n g s Co m m e r c i a l Ar c h i t e c t u r e + E n e r g y .. . . . ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n s t r a t e g y i s t h a t a r c h i t e c t s w i l l r o u t i n e l y i n t e g r a t e e n e r g y e f f i - ci e n c y i n t o t h e i r d e s i g n p r o c e s s e s . T h e p r o j e c t s t r a t e g y i s t o m a k e a r c h i t e c t s a w a r e o f e f f i - cie n c y i n t e g r a t i o n t h r o u g h r e g i o n a l w o r k s h o p s a n d o u t r e a c h e f f o r t s t o i n d i v i d u a l f i r m s , Th e p r o j e c t g o a l i s t o s e e a n i n c r e a s e i n a r c h i t e c t s ' a d o p t i o n o f e n e r g y e f f i c i e n c y i n t h e i r de s i g n s , -' ! w N O R T H W " T E " . " y EF f I " " e y A L l "N O 20 0 1 M a r k e t A c t i v i t i e s R e p o r t PR O J E C T P R O G R E S S I N D I C A T O R S ( , / in d i c a t e s p r o g r e s s i n d i c a t o r c o m p l e t e d ) Fo u r w o r k s h o p s f o r a r c h i t e c t s a r e h e l d a r o u n d t h e r e g i o n , Si x v i s i t s a r e m a d e t o a r c h i t e c t u r a l f i r m s f o r i n d i v i d u a l c o n s u l t a t i o n . PR O J E C T S T A R T D e c e m b e r 1 9 9 7 SU M M A R Y Al l o c a t e d A l l i a n c e D o l l a r s t h r o u g h 1 2 / 3 1 / 0 1 Pr o j e c t Ev a l u a t i o n Pr o j e c t Ev a l u a t i o n $6 7 7 00 0 $6 3 00 0 $5 6 95 3 $3 5 89 7 $7 3 1 62 3 Ac t u a l A l l i a n c e D o l l a r s S p e n t i n 2 0 0 1 To t a l D o l l a r s S p e n t t h r o u g h 1 2 / 3 1 / 0 1 KE Y H I G H L I G H T S F O R 2 0 0 1 A w o r k s h o p w a s h e l d i n P o r t l a n d i n A p r i l , Tw o f i r m v i s i f s w e r e m a d e , o n e i n E v e r e t t a n d o n e i n S e a t t l e , W a s h i n g t o n . CO M M E N T A R Y Th r o u g h 1 9 9 9 , t h e p r o j e c t e m p h a s i z e d a n a n n u a l a w a r d s p r o g r a m t h a t re c o g n i z e d bu i l d i n g s t h a t i n t e g r a t e d e n e r g y e f f i c i e n c y i n t h e d e s i g n p r o c e s s , A l l i a n c e s u p p o r t f o r 2 0 0 0 an d 2 0 0 1 i n c l u d e d f u n d i n g o n l y f o r w o r k s h o p s a n d f i r m v i s i t s . Th e A l l i a n c e a u t h o r i z e d a n o - c o s t c o n t r a c t e x t e n s i o n t h r o u g h J u l y 2 0 0 2 , f o r a d d i t i o n a l wo r k s h o p a c t i v i t y t h a t w i l l b e c o o r d i n a t e d w i t h t h e C o m m e r c i a l B u i l d i n g s I n i t i a t i v e , PU B L I C A T I O N S E0 1 - 08 4 M a r k e t Pr o g r e s s E v a l u a t i o n R e p o r t , F i n a l ( 6 / 0 1 ) E9 9 - 03 3 M a r k e t Pr o g r e s s E v a l u a t i o n R e p o r t , N o , 1 ( 8 / 9 9 ) Ef f i c i e n t B u i l d i n g Pr a c t i c e s In i t i a t i v e (E B P I ) ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n s t r a t e g y w a s t o i n c r e a s e a w a r e n e s s o f , a n d d e m a n d f o r , t h e be n e f i t s o f e n e r g y - e f f i c i e n t c o m m e r c i a i b u i l d i n g s . Ef f i c i e n t B u i l d i n g P r a c t i c e s I n i t i a t i v e ( E B P I ) c o n s i s t e d o f a s e t o f p r o g r a m s : Ne w C o n s t r u c t i o n B a s e l i n e in t e n d e d t o d o c u m e n t c u r r e n t r e s i d e n t i a l a n d c o m m e r c i a l b u i i d i n g d e s i g n a n d c o n s t r u c t i o n p r a c - ti c e s t h a t a f f e c t e n e r g y c o n s u m p t i o n , s u c h a s b u i l d i n g e n v e l o p e , H V A C s y s t e m s a n d l i g h t i n g , Th e s t u d y w a s c o m p l e t e d i n N o v e m b e r 2 0 0 1 , Re g i o n a l P u b l i c I n f o r m a t i o n P r o g r a m ( b e t t e r b r i c k s , co m ) Th i s p r o g r a m w a s a n o v e r a l l e f f o r t t o r a i s e c o n s u m e r a w a r e n e s s o f t h e b e n e t i t s o f e f f i c i e n t bu i l d i n g d e s i g n , A d v e r t i s i n g a n d w e b s i t e h i g h l i g h t e d i n c r e a s e d c o m f o r t a n d p r o d u c t i v i t y , A h e l p d e s k f o r f u r t h e r i n f o r m a t i o n w a s a l s o a v a i l a b l e , En e r g y C o d e S u p p o r t Pr o v i d e d r e s o u r c e s t o t h e s t a t e a g e n c i e s t h a t a d m i n i s t e r e n e r g y c o d e s , p r o v i d e d t e c h n i c a l s u p - po r t , d e v e l o p e d c o d e r e v i s i o n s a n d m a i n t a i n a r e c o r d o f i n t e r p r e t a t i o n s , T h e a g e n c i e s w e r e t h e Wa s h i n g t o n S t a t e B u i l d i n g C o d e C o u n c i l , t h e W a s h i n g t o n S t a t e U n i v e r s i t y E n e r g y P r o g r a m , t h e Or e g o n O f f i c e o f E n e r g y a n d t h e I d a h o D e p a r t m e n t o f W a t e r R e s o u r c e s . -' ! W N O R T H " " T E , , - " ' , Y E F F I " " e y A . "" ' " 20 0 1 M a r k e t A c t i v i t i e s R e p o r t St a t e S p e c i a l P r o j e c t s Su p p o r t e d p u b l i c a g e n c i e s a n d p r i v a t e i n d u s t r y p r o p o s a l s f o r e n e r g y c o d e a c t i v i t i e s t h a t w o u l d no t n o r m a l l y b e f u n d e d b y e x i s t i n g c o d e p r o g r a m s . T h e p u r p o s e w a s t o e n h a n c e e f f e c t i v e n e s s an d t o a d v a n c e e n e r g y c o d e s t h r o u g h i n n o v a t i v e i d e a s . Se e d F u n d i n g He i p e d c r e a t e a s t r o n g , e f f e c t i v e c o r p s o f e n e r g y e f f i c i e n c y a d v i s o r s t h r o u g h o u t t h e r e g i o n , Th e v i s i o n w a s t o s u p p o r t p r i v a t e i n d u s t r y i n c r e a t i n g n e w s e r v i c e s t h a t w o u l d b e c o m e s e l f - su p p o r t i n g o v e r t i m e , 6, T r a n s i t i o n Fu n d i n g On e t i m e m o d e s t s u p p o r t t o s t a t e e n e r g y c o d e a g e n c i e s t o h e i p t h e m w i n d d o w n w o r k a c t i v i t i e s th a t h a d b e e n s u p p o r t e d t h r o u g h t h e r e g i o n s u t i l i t i e s a n d t h e B o n n e v i l l e P o w e r A d m i n i s t r a t i o n , PR O J E C T P R O G R E S S I N D I C A T O R S In c r e a s e a w a r e n e s s o f t h e b e n e f i t s o f e n e r g y e f f i c i e n t b u i l d i n g s , :: C r e a t e de m a n d f o r m o r e e n e r g y - e f f i c i e n t b u i l d i n g s a m o n g t a r g e t a u d i e n c e s , :: I n c r e a s e un d e r s t a n d i n g a n d a c c e p t a n c e o f t h e r e l a t i o n s h i p s a m o n g e n e r g y e f f i c i e n c y , bu i l d i n g q u a l i t y , a n d p r o d u c t i v i t y b y t h e g e n e r a i p u b l i c , g o v e r n m e n t a n d i n d u s t r y , Ch a n g e a t t i t u d e s a n d p r a c t i c e s a m o n g k e y p l a y e r s i n c l u d i n g n e w a n d v o i u n t a r y i n i t i a t i v e s fr o m t h e p r i v a t e s e c t o r i n a r e g i o n a l c o o p e r a t i v e f o r u m , Im p r o v e b u i l d i n g q u a l i t y , s t r e n g t h e n t h e b u i l d i n g i n d u s t r y a n d i n c r e a s e d e n e r g y p e r f o r m a n c e be y o n d c o d e r e q u i r e m e n t s , PR O J E C T S T A R T M a y 1 9 9 8 SU M M A R Y Al l o ~ a t e d ~l l i a n ~ ~ P O l l a r s th r o ~ g h 12 ! 3 1 / 0 1 , Pr o j e c t Ev a l u a t i o n Pr o j e c t Ev a l u a t i o n 40 0 00 0 $5 0 0 , 00 0 $9 9 0 , 36 3 $1 1 5 , 57 9 00 9 96 5 Ac t u a l A l l i a n c e D o l l a r s S p e n t i n 2 0 0 1 To t a l D o l l a r s S p e n t t h r o u g h 1 2 / 3 1 / 0 1 KE Y H I G H L I G H T S F O R 2 0 0 1 0 A ba s e l i n e s t u d y o f c h a r a c t e r i s t i c s o f t h e c o m m e r c i a l b u i l d i n g n e w c o n s t r u c t i o n m a r k e t wa s c o m p l e t e d . Th e B e f f e r B r i c k s , co m w e b s i t e w a s t e s t e d a n d r e v i s e d to im p r o v e f u n c t i o n , Be f f e r B r i c k s A d v i s o r S e r v i c e w a s e x p a n d e d to pr o v i d e a d d i t i o n a l s e r v i c e s to sp e c i f i c bu i l d i n g p r o j e c t s , Th e B r e w e r y B l o c k s , fiv e - c i t y b l o c k r e d e v e l o p m e n t p r o j e c t i n P o r t l a n d , w a s s u p p o r t - ed to ad d a d d i t i o n a l e n e r g y e f f i c i e n c y f e a t u r e s ; i n c l u d i n g dis t r i c t c h i l l e r , d a y l i g h t i n g , hig h - e f f i c i e n c y l i g h t i n g o p t i o n s , a n d d e v e l o p m e n t o f te n a n t m a n u a l , Ma r k e t r e s e a r c h w a s c o m p l e t e d o n t h e r e g i o n a l l i g h t i n g m a r k e t a n d t h e r e a l e s t a t e de v e l o p m e n t p r o c e s s , Co n t i n u e d w o r k w i t h s t a t e a g e n c i e s i n W a s h i n g t o n , O r e g o n a n d I d a h o t o a d m i n i s t e r en e r g y c o d e s , p r o v i d e t e c h n i c a l s u p p o r t a n d d e v e l o p c o d e r e v i s i o n s , CO M M E N T A R Y Th i s p r o j e c t e n d e d i n A u g u s t 2 0 0 1 . T h e C o m m e r c i a l B u i i d i n g s I n i t i a t i v e ( C B I ) r e p i a c e d an d / o r c o n t i n u e d s o m e e l e m e n t s o f t h e w o r k b e g u n u n d e r E B P I , b u t u s u a l l y w i t h s i g n i f i - ca n t c h a n g e s b a s e d o n t h e e v a l u a t i o n s a n d e x p e r i e n c e s w i t h E B P I . PU B L I C A T I O N S Ba s e l i n e C h a r a c t e r i s t i c s o f t h e N o n - Re s i d e n t i a l S e c t o r : I d a h o , M o n t a n a , O r e g o n a n d Wa s h i n g t o n ( 1 2 / 0 1 ) Ba s e l i n e C h a r a c t e r i s t i c s o f t h e R e s i d e n t i a l S e c t o r : I d a h o , M o n t a n a , O r e g o n a n d Wa s h i n g t o n ( 1 2 / 0 1 ) .. . ( I D N O R T H W E S T E " , o y E F F l C " N C Y A I. " A N " , 20 0 1 Ma r k e t A c t i v i t i e s R e p o r t E0 1 - E0 1 - 00 - 00 - 06 2 00 - 05 6 98 - 00 9 Ba s e i i n e C h a r a c t e r i s t i c s o f t h e M u l t i - Fa m i l y S e c t o r : O r e g o n a n d W a s h i n g t o n ( 1 2 / 0 1 ) Ne w C o m m e r c i a l O f f i c e B u i i d i n g s (9 1 0 1 ) Ef f i c i e n t B u i l d i n g P r a c t i c e s I n i t i a t i v e - M a r k e t P r o g r e s s E v a l u a t i o n R e p o r t # 1 ( 0 7 / 0 1 ) Ef f i c i e n t B u i i d i n g s P r a c t i c e s I n i t i a t i v e - M a r k e t B a s e l i n e E v a l u a t i o n R e p o r t ( 0 3 / 0 1 ) Co m m e r c i a l a n d I n d u s t r i a l L i g h t i n g S t u d y ( 1 2 / 0 0 ) Ca s e S t u d y o n G r e e n C i t y B u i l d i n g s ( 1 0 1 0 0 ) Re g i o n a l P u b l i c I n f o r m a t i o n P r o g r a m M a r k e t R e s e a r c h F i n d i n g s ( 8 / 0 0 ) A L o n g - Te r m S t r a t e g y f o r E n e r g y C o d e S u p p o r t i n t h e N o r t h w e s t ( 5 / 9 8 ) EZ - Si m : Bi l l i n g S i m u l a t i o n fo r S m a l l C o m m e r c i a l Fa c i l i t i e s (P r o j e c t c l o s e d i n 2 0 0 0 ) ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n g o a l w a s t o a c h i e v e a c c e p t a n c e o f t h e s i m p l i f i e d e n g i n e e r - in g s i m u l a t i o n t o o l ( E Z S i m ) a p p r o a c h f o r i d e n t i f y i n g e n e r g y s a v i n g s i n c o m m e r c i a l b u i i d - in g s . T h e p r o j e c t s t r a t e g y w a s t o r e f i n e E Z S i m , a s s e s s m a r k e t p o t e n t i a l , d e v e l o p a b u s i - ne s s p l a n , a n d l a u n c h t h e p r o d u c t . T h e p r o j e c t g o a l w a s t o g a i n a n i n i t i a l m a r k e t p r e s e n c e of t h e p r o d u c t a m o n g t a r g e t a u d i e n c e s , PR O J E C T P R O G R E S S I N D I C A T O R S I" i n d i c a t o s p r o g r e s s in d i c a t o r c o m p l e l e d ) Ii ! W i t h i n t w o y e a r s , a t l e a s t 1 5 % o f t h e t a r g e t m a r k e t u s e s E Z Si m , De v e l o p a s t r a t e g i c a l l i a n c e w i t h a l a r g e e n e r g y s e r v i c e s c o m p a n y , PR O J E C T S T A R T D e c e m b e r 1 9 9 7 SU M M A R Y Al l o c a t e d A l l i a n c e D o l l a r s , " Pr o J e Ev a l u a t i o n $1 ? ~ , 50 0 $3 5 OQ O $1 6 1 , 86 6 To t a l D o l l a r s S p e n t t h r o u g h 1 2 / 3 1 / 0 1 CO M M E N T A R Y Th i s p r o j e c t e n d e d i n D e c e m b e r 2 0 0 0 . T h e c o n t r a c t o r a c c o m p l i s h e d i t s s h o r t - te r m ob j e c t i v e s b y t h e e n d o f t h e c o n t r a c t , a n d c o n t i n u e s t o p u r s u e t h e g o a l s o f i t s l o n g - te r m bu s i n e s s p l a n ( p r i m a r i l y w e b - ba s e d m a r k e t i n g a n d t e c h n i c a l s u p p o r t o f E Z S i m ) , PU B L I C A T I O N S EO O - 06 3 M a r k e t Pr o g r e s s E v a l u a t i o n R e p o r t , ( 1 0 / 0 0 ) E9 9 - 02 3 M a r k e t Ba s e l i n e E v a l u a t i o n R e p o r t , (3 / 9 9 ) .. . ( I D NO R T H W " " " " R O V E " ' G I . " O ,\ , I . "'" 20 0 1 M a r k e t A c t i v i t i e s R e p o r t Li g h t i n g D e s i g n L a b (L D L ) ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n g o a l i s t o e f f e c t l o n g - la s t i n g a c c e p t a n c e i n t h e r e g i o n a l m a r - ke t p l a c e f o r h i g h l y e f f i c i e n t , s t a t e - o f - th e - a r t d a y l i g h t i n g a n d e l e c t r i c l i g h t i n g s y s t e m s a n d de s i g n a p p r o a c h e s f o r b o t h n e w c o n s t r u c t i o n a n d r e t r o f i t m a r k e t s i n t h e c o m m e r c i a l a n d in d u s t r i a l s e c t o r s . Th e l i g h t i n g D e s i g n L a b i s o p e n t o a n y o n e w o r k i n g o n c o m m e r c i a l a n d i n d u s t r i a l l i g h t - in g p r o j e c t s , i n c l u d i n g l i g h t i n g d e s i g n e r s , s p e c i f i e r s , a r c h i t e c t s , i n t e r i o r d e s i g n e r s , e n g i - ne e r s , c o n t r a c t o r s a n d f a c i l i t y ma n g e r s , T h e s t a t e o f t h e a r t f a c i l i t y de m o n s t r a t e s t h e la t e s t i n a d v a n c e d l i g h t i n g t e c h n o l o g i e s , m a i n t a i n s a r e s o u r c e o f l i g h t i n g r e f e r e n c e m a t e - ri a i s , a n d c a n s i m u l a t e r e a l p r o j e c t s i n t h e i r f u l l - s c a l e m o c k - u p f a c i l i t y , Te c h n i c a l s t a f f i s av a i l a b l e t o w o r k o n e - o n - o n e w i t h c l i e n t s t o d i s c u s s a n d d e m o n s t r a t e p o s s i b l e l i g h t i n g st r a t e g i e s . Th e D a y l i g h t i n g L a b i s m a n a g e d i n a s s o c i a t i o n w i t h t h e Un i v e r s i t y o f W a s h i n g t o n . Da y l i g h t i n g e x p e r t s p r o v i d e i n f o r m a t i o n o n h o w t o e f f e c t i v e l y i n t e g r a t e da y l i g h t i n g i n t o ar c h i t e c t u r a l d e s i g n s . T h e a r t i f i c i a l s u n a n d s k y s i m u l a t o r a l l o w s a r c h i t e c t s t o a c c u r a t e l y pr e d i c t t h e e f f e c t o f a b u i l d i n g s s i t e l o c a t i o n a n d a r c h i t e c t u r a l f e a t u r e s i n v a r i o u s c l i m a t e re g i o n s o f t h e P a c i f i c N o r t h w e s t . PR O J E C T P R O G R E S S I N D I C A T O R S ( . / lo d l c a l e s p r o g r e s s l o d l c a l o r c o m p l e l e d ) In c r e a s e s e r v i c e s o f f e r e d o u t s i d e t h e P u g e t S o u n d r e g i o n , In c r e a s e o v e r a l l u s e o f t h e L a b f a c i l i t y a n d s e r v i c e s , Co l l a b o r a t e w i t h o t h e r r e g i o n a l m a r k e t i n g e f f o r t s i n s u p p o r t o f e f f i c i e n t l i g h t i n g p r a c t i c e s , PR O J E C T S T A R T J a n u a r y 1 9 9 8 SU M M A R Y 1I1 1 0 c a t ~ d A I ol l a r s t h r o ~ g ~ 12 / 3 1 / 0 0 m P r o j e c t Ev a l u a t i o n Pr o j e c t Ev a l u a t i o n 31 4 10 0 $2 4 0 , 00 0 $6 6 5 , 04 9 , $ 1 9 , 39 0 63 9 , 94 6 II c t u a I A l l i ~ ~ c e D D I I ~ r s S p ~ n t i n 2 0 0 1 T9 t a I D o l l ~ r ~ S p e n t t h r o u g h 1 ? 1 ~ 1 l 0 1 KE Y H I G H L I G H T S F O R 2 0 0 1 Co n d u c t e d 85 da y l i g h t i n g m o d e l s t u d i e s . Ov e r 10 0 s t u d e n t s p a r t i c i p a t e d i n 17 8 tr a i n i n g a n d e d u c a t i o n c l a s s e s a t v a r i o u s re g i o n a / / o c a t i o n s . M o r e th a n 6 0 % o f t h e L i g h t i n g D e s i g n L a b ' s c l a s s e s w e r e he l d pa r t n e r s h i p w i t h l o c a l u t i l i t i e s t h r o u g h o u t t h e r e g i o n , Pr o v i d e d i n p u t a n d t e c h n i c a l a s s i s t a n c e in ap p r o x i m a t e l y 2 0 0 d a y l i g h t i n g p r o j e c t s a n d 30 0 c o m m e r c i a / l i g h t i n g p r o j e c t s , Of mo r e th a n 3 00 0 v i s i t o r s t o t h e L i g h t i n g D e s i g n L a b f a c i l i t y , 83 6 ha d n e v e r be e n th e l a b b e f o r e . Co o r d i n a t e d w i t h t h e N e w B u i l d i n g s I n s t i t u t e t o p r o m o t e t h e A d v a n c e d L i g h t i n g Gu i d e l i n e s , 2 0 0 1 e d i t i o n , T h e L a b h a s r e s t r u c t u r e d i t s t r a i n i n g a n d e d u c a t i o n c l a s s e s to c o r r e s p o n d t o t h e c h a p t e r s i n t h i s r e f e r e n c e m a n u a l . P l u s , a l l s t u d e n t s r e c e i v e fr e e c o p y o f t h e p u b l i c a t i o n . li g h t i n g d e s i g n l a b , co m " ( f o r m e r l y n w l i g h t i n g o n - li n e . co m ) w e b s i t e c o n t i n u e s t o b e us e f u l s o u r c e o f i n f o r m a t i o n . T h e n u m b e r o f u n i q u e u s e r s s t e a d i l y r o s e t o 82 9 No v e m b e ~ un i q u e u s e r m i g h t v i s i t nu m b e r o f p a g e s on th e w e b s i t e . Ea c h pa g e h i t co u n t s as on e u s e r s e s s i o n , T o t a i us e r se s s i o n s t y p i c a l l y e x c e e d 2 0 00 0 i n a n y g i v e n mo n t h . .. : ( W N O R T H " " T " " " , , , V " " " 0 " , ' 0 AIU " C E 20 0 1 M a r k e t A c t i v i t i e s R e p o r t CO M M E N T A R Y Th e L i g h t i n g D e s i g n L a b a n d t h e D a y l i g h t i n g E d u c a t i o n p r o g r a m a r e k e y " Ed u c a t i o n a n d Tr a i n i n g " e l e m e n t s u n d e r t h e C o m m e r c i a l B u i l d i n g s I n i t i a t i v e , a p p r o v e d i n J u l y 2 0 0 1 b y t h e Al l i a n c e B o a r d o f D i r e c t o r s , PU B t i C A T f O N S 00 - 07 2 Co m m e r c i a l a n d I n d u s t r i a l L i g h t i n g S t u d y , V o l u m e 1 M a r k e t R e s e a r c h R e p o r t ( 1 2 / 0 0 ) , EO O - 06 0 M a r k e t Pr o g r e s s E v a l u a t i o n R e p o r t (9 1 0 0 ) Sp e c i a l R e p o r t - O r g a n i z a t i o n a l S t r u c t u r e R e v i e w a n d R e c o m m e n d a t i o n s (6 / 0 0 ) E9 9 - 02 5 M a r k e t Pr o g r e s s E v a l u a t i o n R e p o r t (4 / 9 9 ) E9 8 - 00 6 S p e c i a l R e p o r t - Pr o c e s s E v a l u a t i o n (4 / 9 8 ) No r t h w e s t L i g h t i n g O n - Li n e (P r o j e c t c l o s e d i n 1 9 9 9 ) ST R A T E G Y Th i s p r o j e c t w a s m o v e d t o t h e L i g h t i n g De s i g n L a b i n 1 9 9 9 , F o r m o r e i n f o r m a t i o n pl e a s e r e f e r t o t h e L i g h t i n g D e s i g n L a b i n f o r m a t i o n o n p a g e 4 2 . PU B L I C A T I O N S E9 9 - 02 8 M a r k e t Pr o g r e s s E v a l u a t i o n R e p o r t (6 / 9 9 ) Pr o j e c t s w i t h o u t T r a c k e d E l e c t r i c i t y S a v i n g s In d u s t r i a l Co m p r e s s e d A i r C h a l l e n g e (C A C ) ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n s t r a t e g y i s t o i n c r e a s e c u s t o m e r a w a r e n e s s o n t h e b e n e f i t s of e f f i c i e n t c o m p r e s s e d a i r u s e a n d t h e d e v e l o p m e n t o f a t r a i n i n g a n d c e r t i f i c a t i o n p r o g r a m fo r p l a n t p e r s o n n e l . Th e g o a l i s t o e s t a b l i s h a n i n d e p e n d e n t , n o n - pr o f i t o r g a n i z a t i o n t o m a i n t a i n a n d b u i l d a na t i o n a l c o l l a b o r a t i v e , T h e o r g a n i z a t i o n w i l l d e v e l o p a n d p r o v i d e r e s o u r c e s t h a t e d u c a t e th e i n d u s t r y a b o u t o p p o r t u n i t i e s t o i n c r e a s e n e t p r o f i t s t h r o u g h c o m p r e s s e d a i r s y s t e m op t i m i z a t i o n , PR O J E C T P R O G R E S S I N D I C A T O R S ( . / lo d l c e l e s p r o g r e s s l o d l c a l o r co m p l e t e d ) Ra i s e a w a r e n e s s o f t h e i m p o r t a n c e o f e f f i c i e n t , e f f e c t i v e p l a n t a i r s y s t e m s , Tr a i n i n d u s t r i a l p l a n t e n g i n e e r s o n b e s t p r a c t i c e s f o r p l a n t a i r s y s t e m s , Ex p a n d t h e m a r k e t f o r e x p e r t p l a n t a i r a s s e s s m e n t s e r v i c e s , He l p b u i l d t h e l o c a l m a r k e t i n f r a s t r u c t u r e t o d e l i v e r t h e s e s e r v i c e s . PR O J E C T S T A R T O c t o b e r 1 9 9 7 SU M M A R Y Ill l o c a t e d A l i i a n c e D o l l a r s t h r o u g h 12 / 3 1 / 0 1 Ac t u a l A l l i a n c e D o l l a r s S p e n t i n 2 0 0 1 To t a l D o l i a r s S p e n t t h r o u g h 12 / 3 1 / 0 1 Pr o j e c t Pr o j e c t $1 2 0 , 00 0 , $ 1 ~ , Q1 ~ $9 1 69 3 ~W NO R T " " ' P " N " O V " " " 0 " , ' 0 A I . . . " r . 20 0 1 M a r k e t A c t i v i t i e s R e p o r t KE Y H I G H L I G H T S F O R 2 0 0 1 De v e l o p e d s i x c a s e s t u d i e s o n L e v e l pa r t i c i p a n t s d o c u m e n t i n g O , 51 a M W of sa v i n g s as a re s u l t of at t e n d i n g t h e C A C c o u r s e , Tw o C A C L e v e l l c o u r s e s w e r e h e l d i n t h e N o r t h w e s t , An a d v a n c e d L e v e l co u r s e w a s d e v e l o p e d b u t h a s n o t y e t b e e n o f f e r e d i n t h e No r t h w e s t . CO M M E N T A R Y Th e p r o j e c t i s n o w a s u s t a i n a b l e i n d u s t r y s u p p o r t e d o r g a n i z a t i o n . l e v e l 1 a n d l e v e l 2 tr a i n i n g c o u r s e s a r e a v a i l a b l e a n d t w o i n s t r u c t o r s o p e r a t e i n t h e r e g i o n . R e s p o n s i b i l i t y f o r ma r k e t i n g a n d or g a n i z i n g t h e C A C c l a s s e s w i i l b e mo v e d t o t h e Ele c t r i c M o t o r Ma n a g e m e n t ' s i n d u s t r i a l t r a i n i n g p o r t f o l i o i n 2 0 0 2 , H a v i n g o n e e n t i t y r e s p o n s i b l e f o r d e v e l - op i n g a n d p l a n n i n g m a n y t y p e s o f i n d u s t r i a i t r a i n i n g c o u r s e s s h o u l d a l l o w c A C c o u r s e s t o be o f f e r e d o n a m o r e r e g u i a r b a s i s i n t h e N o r t h w e s t , PU B L I C A T I O N S EO O - 05 8 M a r k e t R e s e a r c h R e p o r t ( 8 / 0 0 ) EO O - 05 3 M a r k e t P r o g r e s s E v a l u a t i o n Re p o r t 1 ( 6 / 0 0 ) E0 1 - 07 6 M a r k e t P r o g r e s s E v a i u a t i o n Re p o r t 2 ( 2 / 0 1 ) Pr o j e c t s w i t h o u t T r a c k e d E l e c t r i c i t y S a v i n g s Ag r i c u l t u r a l Ag r i M e t W e a t h e r St a t i o n N e t w o r k -, - . - . - - . - . - - ' ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n g o a i i s t h a t i r r i g a t o r s w i i l u s e d a t a f r o m t h e A g r i M e t W e a t h e r Sta t i o n N e t w o r k t o m a n a g e t h e i r w a t e r u s a g e . T h e p r o j e c t s t r a t e g y i s t o c o n t i n u e t o o p e r - at e , m a i n t a i n a n d e x p a n d t h e n e t w o r k a n d i t s u s e b y i r r i g a t o r s , T h e p r o j e c t g o a l i s t o d e v e l - op a i o n g - te r m f u n d i n g s t r a t e g y t o k e e p t h e s e r v i c e a v a i l a b l e t o i r r i g a t o r s . PR O J E C T P R O G R E S S I N D I C A T O R S ( . / in d i c a t e s p r o g r e s s i n d i c a t o r c o m p t e t e d ) Op e r a t e a n d m a i n t a i n t h e A g r i M e t W e a t h e r S t a t i o n N e t w o r k , Pr o v i d e i n f o r m a t i o n a n d t e c h n i c a l a s s i s t a n c e t o A g r i M e t u s e r s , De v e l o p a s t r a t e g i c p l a n f o r c o n t i n u e d f u n d i n g s u p p o r t , Pr o v i d e e d u c a t i o n a n d t r a i n i n g o p p o r t u n i t i e s , PR O J E C T S T A R T J a n u a r y 2 0 0 1 SU M M A R Y ~l l o c a t e d A l l i a n ~ e D o l i a r s t ~ r o ~ g h 1 ? / ? Y 0 1 ~g t u ~ l ~ i i i a ~ ~ ~ Q q l l a r ~ ~ p ~ ~ t i ~ 2 0 0 1 Tq t a l p o l l ~ r s ~ p e n t t h r o ~ g h 1 ? / ~ 1 / 0 1 Pr o j e c t Pr o j e c t m ~ 3 ~ 3 , 00 0 $1 4 0 , 93 8 $1 ~ 0 9? ~ KE Y H I G H L I G H T S F O R 2 0 0 1 Ad d e d s i x n e w A g r i M e t s t a t i o n s , T h e r e a r e n o w 75 st a t i o n s i n t h e N o r t h w e s t . Pe r f o r m e d p e r i o d i c m a i n t e n a n c e o n e x i s t i n g s t a t i o n s . In p e a k s e a s o n ( J u n e - Ju l y ) , t h e A g r i M e t w e b s i t e r e c e i v e d m o n t h l y h i t s f r o m m o r e t h a n 2, 7 0 0 u s e r s . Pr o v i d e d w a t e r m a n a g e m e n t w o r k s h o p s a n d m a d e p r e s e n t a t i o n s a t c o n f e r e n c e s a n d me e t i n g s ( e , , I d a h o C r o p P r o d u c t i o n A s s o c i a t i o n , O r e g o n S o c i e t y of So i l S c i e n t i s t s ) , -( ~ NO R T H W E S T E N , . O Y E f f i C I E N C Y A l L " N " , 20 0 1 M a r k e t A c t i v i t i e s R e p o r t CO M M E N T A R Y In a d d i t i o n t o t h e A i l i a n c e , A g r i M e t f u n d e r s i n c l u d e t h e U , S, Bu r e a u of R e c l a m a t i o n a n d a n u m b e r o f c o o p e r a t i n g a g e n c i e s (e , g" No r t h w e s t i r r i g a t i o n d i s t r i c t s , u n i v e r s i t i e s , s o l i co n s e r v a t i o n s e r v i c e s ) , Ag r i M e t s e r v i c e s f a c e d p o s s i b i e c u r t a i l m e n t d u e t o a c o u r t o r d e r i n D e c e m b e r 2 0 0 1 t h a t di s c o n n e c t e d t h e U , S, D e p a r t m e n t o f t h e I n t e r i o r f r o m t h e I n t e r n e t . T h e c o n t r a c t o r i m m e - di a t e i y b e g a n t o e x p i o r e o p t i o n s f o r c o n t i n u i n g t o m a k e A g r i M e t d a t a a v a i l a b l e t o i r r i g a t o r s in t i m e f o r t h e 2 0 0 2 g r o w i n g s e a s o n , PU B L I C A T I O N S No r e p o r t s h a v e b e e n p u b l i s h e d o n I h i s p r o j e c t . Pr o j e c t s w i t h o u t T r a c k e d E l e c t r i c i t y S a v i n g s Ed u c a t i o n , T r a i n i n g & S u p p o r t Co n . WE B ST R A T E G Y Th i s p r o j e c t s u p p o r t s t h e d i s s e m i n a t i o n o f i n f o r m a t i o n a b o u t A l l i a n c e a n d r e l a t e d m a r - ke t t r a n s f o r m a t i o n e f f o r t s . C o n . WE B a i m s t o r a i s e a w a r e n e s s a m o n g t a r g e t e d a u d i e n c e s ab o u t A l l i a n c e m a r k e t t r a n s f o r m a t i o n a c t i v i t i e s a n d p r o j e c t p r o g r e s s t h r o u g h t h e p u b l i c a - ti o n o f i t s f r e e , m o n t h l y o n - lin e n e w s l e t t e r . I n a d d i t i o n , C o n , WE B i s w o r k i n g t o r a i s e b r o a d - er a w a r e n e s s a b o u t t h e v a l u e o f e n e r g y e f f i c i e n c y b y r e p o r t i n g o n o t h e r e f f o r t s i n t h e re g i o n . C o n , WE B i s w o r k i n g t o b e c o m e t h e p r e f e r r e d n e w s r e s o u r c e o n e n e r g y e f f i c i e n c y an d r e n e w a b l e s f o r p e o p l e a n d b u s i n e s s e s i n t h e N o r t h w e s t , PR O J E C T P R O G R E S S I N D I C A T O R S ( . / in d i c a t e s p r o g r e s s i n d i c a t o r c o m p l e t e d ) In c r e a s e d s u b s c r i b e r s h i p a m o n g t a r g e t e d a u d i e n c e s , In c r e a s e d u s e r v i s i t s t o t h e w e b s i t e , PR O J E C T S T A R T J a n u a r y 1 9 9 7 SU M M A R Y Ai l o c a t e d A iii a n c e D g i i a r s t h r o u g h 1 ?/3 1 / 0 1 Ac t u a l A l l i a n c e D o l l a r s S p e n t i n 2 0 0 1 To t a l D o l l a r s S p e n t t h r o u g h 12 / 3 1 / 0 1 pr ~ l ~ c t Pr o j e c t 09 1 , 4 0 1 $1 4 2 , 00 0 $6 6 4 , 73 8 KE Y H I G H L I G H T S F O R 2 0 0 1 Th e p r o j e c t w a s r e n e w e d b y t h e A l l i a n c e B o a r d i n J u l y 2 0 0 2 f o r $ 1 6 0 , 00 0 a y e a r th r o u g h 2 0 0 4 , Co n . W E B c o n t i n u e d t o e x p e r i e n c e i n c r e a s e s i n s u b s c r i p t i o n n u m b e r s a n d u s e r v i s i t s t o th e s i t e . S u b s c r i p t i o n r a t e s t o C o n . WE B a n d C o n . W E B i n B r i e f i n c r e a s e d a p p r o x i m a t e - ly 15 % ov e r 2 0 0 1 , V I s i t s t o t h e s i t e i n c r e a s e d b y 2 0 % , CO M M E N T A R Y No c o m m e n t a r y d u r i n g t h e r e p o r t i n g p e r i o d , PU B L I C A T I O N S No r e p o r t s h a v e b e e n p u b l i s h e d o n t h i s p r o j e c t . ~~ NO R T H W E S T E N e , 'O V E " , o " ' r v A 11 1 . s " , 20 0 1 M a r k e t A c t i v i t i e s R e p o r t En e r g y I d e a s Cl e a r i n g h o u s e (E I C ) ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n s t r a t e g y i s t o i n c r e a s e t h e k n o w l e d g e o f e n e r g y e f f i c i e n c y b y pr o v i d i n g f a s t , c o s t - e f f e c t i v e a n d c e n t r a l i z e d a c c e s s t o c o m p r e h e n s i v e a n d o b j e c t i v e e n e r - gy i n f o r m a t i o n , e d u c a t i o n , r e s o u r c e s a n d t e c h n i c a i a s s i s t a n c e , T h e E I C p r o v i d e s e n e r g y pr o f e s s i o n a l s a n d d e c i s i o n - m a k e r s w i t h e n e r g y i n f o r m a t i o n a t t h e c r i t i c a l t i m e w h e n t h e y ar e m a k i n g a d e c i s i o n t h a t i n v o l v e s e n e r g y c h o i c e s . T h e E I C t a r g e t s i t s i n f o r m a t i o n a l s e r v - ic e s t o d e c r e a s e a t l e a s t t w o m a r k e t ba r r i e r s t h a t l i m i t a d o p t i o n o f en e r g y - e f f i c i e n t pr a c t i c e s : 1 l a c k o f a w a r e n e s s o f h o w e n e r g y i s u s e d a n d a s s o c i a t e d e n e r g y / n o n - e n e r g y be n e f i t s , 2 C o s t o f s e a r c h a n d a c q u i s i t i o n o f e n e r g y e f f i c i e n c y i n f o r m a t i o n . En g i n e e r s , l i b r a r i a n s a n d o t h e r t e c h n i c a l s t a f f p e r f o r m r e s e a r c h a n d p r o v i d e q u i c k c u s - to m i z e d t e c h n i c a l a s s i s t a n c e i n c l u d i n g e n g i n e e r i n g a n a l y s i s , i d e n t i f i c a t i o n o f p r a c t i c a i so l u t i o n s a n d l i s t s o f o t h e r p o s s i b l e r e s o u r c e s t o c l i e n t s r e q u e s t i n g th i s i n f o r m a t i o n . En e r g y p r o f e s s i o n a l s t h r o u g h o u t t h e N o r t h w e s t c a n a c c e s s t h i s s e r v i c e t h r o u g h t h e u s e o f th e w e b s i t e , l i s t s e r v , t e l e p h o n e h o t l i n e , e - m a i l , a n d / o r f a x . PR O J E C T P R O G R E S S I N D I C A T O R S ( " " lo d l c a l e s Pr o 9 ' " S S lo d l c a l o r c o m p l e t e d ) Im p l e m e n t a t i e r e d s y s t e m o f i n f o r m a t i o n d i s s e m i n a t i o n t h a t c o s t - ef f e c t i v e l y a d d r e s s e s t h e i n f o r - ma t i o n n e e d s o f e n e r g y p r o f e s s i o n a i s a n d d e c i s i o n - m a k e r s I n t h e N o r t h w e s t . T h e s y s t e m in c l u d e s : - W e b b a s e d i n f o r m a t i o n r e s o u r c e s ( e n e r g y i d e a s , or g ) , - T o l l - fr e e h o t l i n e w i t h l i v e c u s t o m e r s e r v i c e , - C o m p r e h e n s i v e r e f e r e n c e a n d r e f e r r a l s , i n c l u d i n g f a c t s h e e t d i s s e m i n a t i o n , - T e c h n i c a i a s s i s t a n c e f r o m e n e r g y s p e c i a l i s t s , e n g i n e e r s , a n d r e s e a r c h l i b r a r i a n s , En h a n c e t h e c u r r e n t m a r k e t i n g e f f o r t s , PR O J E C T S T A R T J u l y 1 9 9 7 SU M M A R Y Al l o c a t e d A l l i a n c e D o i l a r s t h r o u g h 12 / 3 1 / 0 1 Pr o j e c t Ev a l u a t i o n Pr o j e c t Ev a l u a t i o n $1 , 50 7 50 0 $3 0 0 , 00 0 $3 8 9 , 54 4 $2 2 99 8 , 18 5 Ac t u a l A l l i a n c e D o l l a r s S p e n t i n 2 0 0 1 To t a l D o l l a r s S p e n t t h r o u g h 12 / 3 1 / 0 1 KE Y H I G H L I G H T S F O R 2 0 0 1 Di r e c t l i n k f r o m M S N B C , co m t o t h e e n e r g y i d e a s , or g w e b s i t e p r o d u c e d o v e r 1 2 0 00 0 hit s i n A p r i l o f 2 0 0 1 , S i n c e t h e n , w e b u s a g e h a s r e m a i n e d c o n s i s t e n t l y h i g h e r t h a n i n pa s t ye a r s . LE D H o l i d a y L i g h t i n g f a c t s h e e t w a s w e l l r e c e i v e d b y u t i l i t i e s a n d t h e i r c u s t o m e r s , Pu g e t S o u n d E n e r g y a n d S e a t t l e C i t y L i g h t d i s t r i b u t e d o v e r 9 0 , 00 0 c o p i e s o f t h e f a c t sh e e t t o t h e i r c u s t o m e r s j u s t b e f o r e t h e h o l i d a y s h o p p i n g s e a s o n s t a r t e d . EI C c u s t o m e r s e r v i c e s t a f f f i e l d e d o v e r 1 00 0 p h o n e c a l l s w i t h o v e r 6 0 % o f t h e s e f r o m fi r s t t i m e c a l l e r s . ma j o r i t y of th e c a l l e r s ar e fr o m u t i l i t i e s en g i n e e r i n g / a r c h i t e c t u r a l / c o n s u l t i n g f i r m s , g o v e r n m e n t , a n d r e s e a r c h ed u c a t i o n fa c i l i t i e s . 20 2 e n e r g y p r o f e s s i o n a l s a r e s i g n e d u p f o r E I C l i s t s e r v e l e c t r o n i c n e w s l e t t e r s , Th e m o s t p o p u l a r l i s t s e r v is th e " En e r g y N e w s b r i e f s " w h i c h h a d 5 0 4 r e c i p i e n t s as o f De c e m b e r 2 0 0 1 . su r v e y o f l i s t s e r v r e c i p i e n t s s u g g e s t e d t h a t 57 % ac t i v e l y f o l l o w th r e e t o f i v e l i n k s t o e n e r g y r e l a t e d s t o r i e s e a c h m o n t h . Th e E I C h i r e d ma r k e t i n g c o n s u l t a n t t o a s s i s t w i t h t h e d e v e l o p m e n t a n d i m p l e m e n t a - tio n of an u p d a t e d m a r k e t i n g p l a n . .c ( w NO R T H W F S T E " , y E F F I e " ' " , A" " ' " 20 0 1 M a r k e t A c t i v i t i e s R e p o r t CO M M E N T A R Y No c o m m e n t a r y d u r i n g t h e r e p o r t i n g p e r i o d . PU 8 L 1 C A T I O N S E0 1 - 08 1 M a r k e t Pr o g r e s s E v a l u a t i o n R e p o r t (6 1 0 1 ) EO O - 05 9 M a r k e t Pr o g r e s s E v a l u a t i o n R e p o r t ( 8 / 0 0 ) E9 9 - 04 3 M a r k e t Pr o g r e s s E v a l u a t i o n R e p o r t (1 2 / 9 9 ) Lo c a l G o v e r n m e n t A s s o c i a t i o n s ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n s t r a t e g y i s t h a t a p a r t n e r s h i p b e t w e e n t h e A i l i a n c e a n d l o c a i go v e r n m e n t a s s o c i a t i o n s f u r t h e r s t h e s u c c e s s o f m a r k e t t r a n s f o r m a t i o n e f f o r t s i n t h e re g i o n , T h e p r o j e c t s t r a t e g y i s t o e n g a g e t h e s e r v i c e s o f t h e r e g i o n s l o c a l g o v e r n m e n t as s o c i a t i o n s t o i n f o r m t h e A l l i a n c e o f l o c a l g o v e r n m e n t i n t e r e s t s i n m a r k e t t r a n s f o r m a t i o n an d s u p p o r t t h e i m p l e m e n t a t i o n o f A l l i a n c e - s p o n s o r e d p r o j e c t s t h a t h a v e b e n e f i t s t o l o c a l co m m u n i t i e s . T h e p r o j e c t g o a i i s t o m a i n t a i n a n e f f e c t i v e r e l a t i o n s h i p w i t h t h e A l l i a n c e o n en e r g y e f f i c i e n c y m a t t e r s o f m u t u a l i n t e r e s t . PR O J E C T P R O G R E S S I N D I C A T O R S ( " " lo d l c a l e s p r o g , " s s i o d l c a l o r c o m p l e l e d ) Pr o v i d e r e g i o n a l c o o r d i n a t i o n b e t w e e n t h e A l l i a n c e a n d l o c a l g o v e r n m e n t s , Pr o v i d e p r o g r a m s u p p o r t f o r a n d p r o m o t i o n o f A l l i a n c e p r o j e c t s , In c r e a s e t h e c o m m u n i c a t i o n s a n d n e t w o r k i n g b e t w e e n l o c a l g o v e r n m e n t s a n d t h e A l l i a n c e , Ke e p i n f o r m e d a b o u t e l e c t r i c u t i l i t y r e s t r u c t u r i n g a n d p u b i l c p u r p o s e s l e g i s l a t i v e a c t i v i t i e s , PR O J E C T S T A R T J u i y 1 9 9 7 SU M M A R Y All o c a t e d A l l i a n c e D o l l a r s t h r o u g h 12 / 3 1 / 0 1 Pr o j e c t Ev a l u a t i o n Pr o j e c t Ev a l u a t i o n 49 3 , 09 6 $1 4 5 , 00 0 $2 4 1 51 5 11 8 , 4 6 2 Ac t u a i A l l i a n c e D o i l a r s S p e n t i n 2 0 0 1 To t a l D o l l a r s S p e n t t h r o u g h 12 / 3 1 / 0 1 KE Y H I G H L I G H T S F O R 2 0 0 1 Th e A s s o c i a t i o n of Id a h o C i t i e s s u r v e y e d i t s m e m b e r s o n i n s t a l l a t i o n of LE D t r a f f i c sig n a l s ; a n d h e l d a n o t h e r a n n u a l e n e r g y c o n f e r e n c e , t h i s y e a r a c h i e v i n g r e c o r d at t e n d a n c e , Th e L e a g u e of Or e g o n C i t i e s c o n t i n u e d w o r k i n g w i t h i n t e r e s t e d p a r t i e s t o d e v e l o p im p l e m e n t a t i o n s t r a t e g i e s f o r p u b l i c p u r p o s e s a c t i v i t i e s a u t h o r i z e d i n 19 9 9 . Th e A s s o c i a t i o n o f W a s h i n g t o n C i t i e s c o n t r i b u t e d t o t h e s u c c e s s f u l o u t c o m e o f a n en e r g y c o d e r e v i s i o n p r o c e s s , h e l d i t s f i r s t e n e r g y c o n f e r e n c e , a n d c o m p l e t e d a n i n f o r - ma t i o n a l b r o c h u r e on se r v i c e s a v a i l a b l e t h r o u g h t h e l o c a l g o v e r n m e n t a s s o c i a t i o n s , Th e M o n t a n a L o c a l G o v e r n m e n t E n e r g y O f f i c e a s s i s t e d B a c G e n i n r e c r u i t m e n t ad d i t i o n a l i m p l e m e n t a t i o n s i t e s a n d h e l p e d m a r k e t Bu i l d i n g O p e r a t o r C e r t i f i c a t i o n tra i n i n g co u r s e . Al l f o u r a s s o c i a t i o n s p r o v i d e d o n g o i n g s u p p o r t f o r A l l i a n c e p r o j e c t s t h r o u g h ne w s l e t t e r s , a t t e n d a n c e a t a n n u a l c i t y c o n f e r e n c e s , a n d d a y - to - da y c o n t a c t s w i t h lo c a l g o v e r n m e n t s . CO M M E N T A R Y Ea c h a s s o c i a t i o n p r o v i d e s g e n e r a l s e r v i c e s i n s u p p o r t o f t h e p r o j e c t g o a l , b u t a l s o t a i - lo r s i t s w o r k t o f i t l o c a l n e e d s , I n O r e g o n " a p r e s s i n g m a t t e r i s t h e i m p l e m e n t a t i o n o f 58 1 1 4 9 a n d p u b l i c p u r p o s e s , I n I d a h o , a n e w f o c u s i s t h e a d o p t i o n o f a s t a t e e n e r g y c o d e , ~w NO R T H W ' " E " " , y E " " " " , , y , I" " " ' " ' 20 0 1 M a r k e t A c t i v i t i e s R e p o r t In W a s h i n g t o n , t h e e n e r g y c r i s i s o f 2 0 0 1 s p u r r e d i n t e r e s t i n h o l d i n g a n e n e r g y c o n f e r e n c e fo r c i t i e s , I n M o n t a n a , t h e r e i s a n e e d t o e s t a b l i s h t h e B O C p r o g r a m . A n A l l i a n c e B o a r d su b c o m m i t t e e f o r e a c h S t a t e i s a v a i l a b l e t o a c t a s a s o u n d i n g b o a r d f o r s e t t i n g p r i o r i t i e s in t h e i m p l e m e n t a t i o n o f a c t i v i t i e s . PU B L I C A T I O N S EO O - 06 6 M a r k e t Pr o g r e s s E v a l u a t i o n R e p o r t ( 1 1 / 0 0 ) E9 9 - 02 9 M a r k e t Pr o g r e s s E v a l u a t i o n R e p o r t (6 / 9 9 ) E9 8 - 00 5 L o c a l G o v e r n m e n t Co o p e r a t i v e A g r e e m e n t S p e c i a l R e p o r t (4 / 9 8 ) Na t i o n a l S t a n d a r d s ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n s t r a t e g y I s t o s e c u r e e f f i c i e n c y g a i n s i n t h e m a r k e t p l a c e th r o u g h t h e i m p r o v e m e n t o f e x i s t i n g o r p r o m o t i o n o f n e w e n e r g y e f f i c i e n c y s t a n d a r d s , Wo r k i n g o n i m p r o v i n g e n e r g y s t a n d a r d s a t t h e n a t i o n a l l e v e l i s c r i t i c a l t o s u p p o r t t h e re g i o n s l o n g - te r m m a r k e t t r a n s f o r m a t i o n e f f o r t s , A k e y s t r a t e g y i s t h e d i r e c t i n v o l v e m e n t i n t h e n a t i o n a l s t a n d a r d s e t t i n g p r o c e s s e s , A t a r - ge t a u d i e n c e f o r a p p l i a n c e e f f i c i e n c y s t a n d a r d s , w h i c h c o v e r s c l o t h e s w a s h e r s , w a t e r he a t e r s , d i s h w a s h e r s , a i r c o n d i t i o n e r s a n d h e a t p u m p s , i s t h e U , S. D e p a r t m e n t o f E n e r g y Of f i c e o f C o d e s a n d S t a n d a r d s , P r o v i d i n g i n d e p e n d e n t d a t a a n d c o m m e n t s i n t h e n a t i o n - al s t a n d a r d s e t t i n g p r o c e s s h a s b e e n a v e r y e f f e c t i v e m e c h a n i s m , PR O J E C T P R O G R E S S I N D I C A T O R S ( 0 / ' in d i c a t e s p r o g r e s s i n d i c a t o r c o m p l e t e d l Ob t a i n n a t i o n a l s t a n d a r d s a t t h e d e s i r e d l e v e l s , PR O J E C T S T A R T O c t o b e r 1 9 9 7 SU M M A R Y ~ll o c a t e d ll i a n c e Oo l i a r s , ro u g h 2/3 1 / 0 1 ~~ t u a I N l i ~ n c e D o l l a r s S p e n t in 2 0 . o . 1 , " To t a l Do l l ar s Sp e n t t h r o u g h 12 / 3 1 / 0 1 Pr o j e c t Pr o J e c t $3 7 9 , 69 9 $3 1 43 1 $2 6 7 34 7 KE Y H I G H L I G H T S F O R 2 0 0 1 Th e ga i n s ma d e in n e w ef f i c i e n c y s t a n d a r d s f o r c l o t h e s w a s h e r s a n d w a t e r h e a t e r s un d e r t h e C l i n t o n A d m i n i s t r a t i o n w e r e p r e s e r v e d , d e s p i t e ri g o r o u s r e v i e w by th e n e w ad m i n i s t r a t i o n . F o r c l o t h e s w a s h e r s , t h i s w a s l a r g e l y d u e t o c o n t i n u e d s o l i d i n d u s t r y su p p o r t , Se r i o u s c h a l l e n g e s h a v e p r e v e n t e d t h e ne w st a n d a r d s f o r r e s i d e n t i a l c e n t r a l a i r c o n d i - ti o n e r s a n d h e a t p u m p s t o be fi n a l i z e d . Co l l a b o r a t i v e e f f o r t s b e t w e e n t h e i n d u s t r y a n d e f f i c i e n c y c o m m u n i t y h a v e g a i n e d mo m e n t u m t o w a r d r e s o l u t i o n o f t h e d i s h w a s h e r t e s t i n g p r o c e d u r e i s s u e , w i t h t h e h o p e of co n s e n s u s e a r l y I n 20 0 2 . CO M M E N T A R Y Th e c o m b i n a t i o n o f t h e n e w A d m i n i s t r a t i o n s r e v i e w o f la s t - m i n u t e C l i n t o n Ad m i n i s t r a t i o n a p p l i a n c e s t a n d a r d s a n d t h e e v e n t s o f S e p t e m b e r 1 1 t h h a d t h e e f f e c t o f de l a y i n g ( i n s o m e c a s e s i n d e f i n i t e l y ) t h e c l o t h e s w a s h e r , w a t e r h e a t e r . a i r c o n d i t i o n e r a n d he a t p u m p s t a n d a r d s . T h e y a l s o p r e v e n t e d a n y p l a n n e d r u l e m a k i n g s f o r c o m m e r c i a l H V A C eq u i p m e n t f r o m b e i n g s c h e d u l e d . PU B L I C A T I O N S No r e p o r t s h a v e b e e n p u b l i s h e d o n t h i s p r o j e c t , ~w NO R T H O ' F S T E N E R G Y Ef F l C " ' O AI . tI " C E 20 0 1 M a r k e t A c t i v i t i e s R e p o r t No r t h w e s t E n e r g y Ed u c a t i o n I n s t i t u t e ST R A T E G Y Th e m a r k e t t r a n s f o r m a t i o n g o a l i s t o m a k e t h e I n s t i t u t e t h e r e g i o n s p r e f e r r e d p r o v i d e r of t r a i n i n g i n e n e r g y ef f i c i e n c y , T h e p r o j e c t s t r a t e g y i s t o p r o v i d e c u s t o m i z e d t r a i n i n g th r o u g h o u t t h e r e g i o n i n s u p p o r t o f A l l i a n c e - s p o n s o r e d p r o j e c t s a n d e n e r g y e f f i c i e n c y i n ge n e r a l . T h e p r o j e c t g o a l i s t o a c h i e v e s e l f - s u f f i c i e n c y b y t h e e n d o f t h e c o n t r a c t p e r i o d , PR O J E C T P R O G R E S S I N D I C A T O R S ( 0 / ' in d i c a t e s p r o g r e s s i n d i c a t o r c o m p l e t e d ) De v e l o p a n d o f f e r a n e n e r g y e f f i c i e n c y c e r t i f i c a t i o n p r o g r a m f o r p r a c t i c i n g p r o f e s s i o n a l s , De v e l o p a n d I m p l e m e n t t r a i n i n g i n s u p p o r t o f A l l i a n c e m a r k e t t r a n s f o r m a t i o n v e n t u r e s , De v e l o p a n d o f f e r c u s t o m i z e d t r a i n i n g . De v e l o p a c o m m u n i t y c o l l e g e c u r r i c u l u m , PR O J E C T S T A R T J a n u a r y 1 9 9 8 SU M M A R Y All o c a t e d A l l i a n c e D o l l a r s t h r o u g h 12 / 3 1 / 0 1 Pr o j e c t Ev a l u a t i o n Pr o j e c t Ev a l u a t i o n $6 5 5 , 00 0 $4 5 , 00 0 $1 5 5 , 29 7 $6 9 3 26 3 Ac t u a l A l l i a n c e D o l l a r s S p e n t i n 2 0 0 1 To t a l D o l l a r s S p e n t t h r o u g h 12 / 3 1 / 0 1 KE Y H I G H L I G H T S F O R 2 0 0 1 Su c c e s s f u l l y h e l d se c o n d y e a r o f t h e y e a r - lo n g E n e r g y M a n a g e m e n t C e r t i f i c a t e p r o - gr a m w i t h a c l a s s of 14 , Tw o p a r t i c i p a n t s r e p o r t e d O , 06 a M W o f s a v i n g s as a re s u l t a p p l y i n g t h e i r t r a i n i n g , He l d c u s t o m i z e d t r a i n i n g c l a s s e s i n r e g i o n a l l o c a t i o n s ( e , g. . T a c o m a , S p o k a n e , B o i s e Va n c o u v e ~ P o r t l a n d , S p r i n g f i e l d ) ; 14 cl a s s e s h e l d w i t h 54 9 att e n d e e s . T h r o u g h 2 0 0 1 41 cu s t o m cla s s e s ha v e b e e n o f f e r e d ; 89 9 pe o p l e h a v e r e c e i v e d t r a i n i n g , Pu r c h a s e d li c e n s e f r o m N E E C t o i m p l e m e n t BO C i n Or e g o n . Th e I n s t i t u t e e a r n e d o v e r $ 1 6 0 , 00 0 i n t r a i n i n g r e v e n u e i n i t s f i r s t t h r e e a n d o n e - ha l f ye a r s , CO M M E N T A R Y All i a n c e f u n d i n g f o r t h e I n s t i t u t e e n d e d i n S e p t e m b e r 2 0 0 1 . T h e I n s t i t u t e h a s a b u s i n e s s pla n a n d h a s a c h i e v e d a m e a s u r e o f s e l f - s u f f i c i e n c y t h a t w i l l e n a b l e i t t o o f f e r t r a i n i n g s u c h as B O C a n d c u s t o m i z e d c l a s s e s i n d e p e n d e n t o f o n g o i n g A l l i a n c e f u n d i n g , B a s e d o n r e c - om m e n d a t i o n s f r o m t h e A l l i a n c e s r e v i e w o f e d u c a t i o n s t r a t e g i e s , h o w e v e r , n e g o t i a t i o n s be g a n w i t h t h e In s t i t u t e f o r l i m i t e d A l l i a n c e s u p p o r t o f ma r k e t i n g f o r t h e E n e r g y Ma n a g e m e n t C e r t i f i c a t e p r o g r a m i n 2 0 0 2 , PU B L I C A T I O N S EO O - Ol O M a r k e t P r o g r e s s E v a l u a t i o n R e p o r t (1 2 1 0 0 ) E9 9 - 03 0 M a r k e t P r o g r e s s Ev a l u a t i o n R e p o r t (6 / 9 9 ) ~w NO R T H O ' f S T E N E R G Y , ; " ' c " ' O AU " ' C E 20 0 1 M a r k e t A c t i v i t i e s R e p o r t All o c a t e d A l l i a n c e D o l l a r s Th e t o t a l d o l l a r s a l l o c a t e d , n o t n e c e s s a r i l y s p e n t , t o t h e p r o j e c t b y t h e A l l i a n c e th r o u g h 2 0 0 1 , 20 0 1 A c t u a l a M W Th e e n e r g y s a v i n g s i n a v e r a g e m e g a w a t t s a c c o m p l i s h e d i n 2 0 0 1 Cu m u l a t i v e A c t u a l a M W t h r o u g h 2 0 0 1 Th e e n e r g y s a v i n g s i n a v e r a g e m e g a w a t t s a c c o m p l i s h e d t h r o u g h D e c e m b e r 3 1 , 2 0 0 1 , Pr o j e c t e d a M W t h r o u g h 2 0 1 0 Th e p r o j e c t e d e n e r g y s a v i n g s f r o m t h e p r o j e c t f r o m t h e c o n t r a c t s t a r t d a t e t h r o u g h t h e ye a r 2 0 1 0 , Es t i m a t e d C o s t E f f e c t i v e n e s s ( C E ) In d e x . , - To t a t R e s o u r c e P e r s p e c t i v e Th e C E I n d e x i s a r a t i o o f a l l t h e r e g i o n a l b e n e f i t s d i v i d e d b y a l l r e g i o n a l c o s t s . I f t h e C E In d e x i s g r e a t e r t h a n 1 , 0, t h e p r o j e c t i s c o s t e f f e c t i v e c o m p a r e d t o a l t e r n a t i v e s o u r c e s o f el e c t r i c i t y , Es t i m a t e d l e v e l l z e d Co s t - To t a l R e s o u r c e P e r s p e c l l v e ( c e n t s / l l W h j Th e p r e s e n t v a l u e o f a r e s o u r c e s c o s t ( i n c l u d i n g c a p i t a l , f i n a n c i n g a n d o p e r a t i n g c o s t s , an d q u a n t i f i e d n o n - e n e r g y b e n e f i t s ) c o n v e r t e d i n t o a s t r e a m o f e q u a l a n n u a l p a y m e n t s an d d i v i d e d b y t h e a n n u a l k W h s a v e d , F o r e x a m p l e , i f n o d o w n p a y m e n t i s p a i d o n a ho u s e , a n d t h e e n t i r e a m o u n t n e e d e d t o b u y i t i s b o r r o w e d f r o m a b a n k , t h a t a m o u n t i s th e p r e s e n t v a l u e o f b u y i n g a h o u s e . T h e m o r t g a g e p a y m e n t i n c l u d i n g i n t e r e s t o n a ho u s e i s t h e l e v e l i z e d c o s t o f t h a t h o u s e , ( U n i t l e v e l i z e d l i f e c y c l e c o s t s , i n c e n t s p e r kW h , a r e o b t a i n e d b y d i v i d i n g t h e p a y m e n t b y a n n u a l k W h s s a v e d . ) U n l i k e i n s t a l l e d c o s t le v e l i z e d c o s t s p e r m i t c o m p a r i s o n s o f r e s o u r c e s w i t h d i f f e r e n t l i f e t i m e s a n d g e n e r a t i n g ca p a b i l i t i e s , I f t h e t o t a l n o n - e l e c t r i c b e n e f i t s a r e l a r g e r t h a n t h e t o t a l i n v e s t m e n t i n t h e co s t o f h i g h e r e f f i c i e n c y , i e v e l i z e d c o s t s w i l l b e n e g a t i v e , -( ~ NO H " W ' " E N e , kO ' E " , r " ~ r . v Au " ' " 20 0 1 M a r k e t A c t i v i t i e s R e p o r t Reports appear in chronological order starting with most recent first. .. For copies of the report, please see our website at www,nwalliance,org/resources/reports,html, (mIl Report lv1.r~~t~e~~~rchBeport:E~ergy, Effici~ntLightingin ~~;vCo~~truction(05/02) '" Market Pr~gr~s~ Evaluation Report: lv1agnaDrive No,? (05/02) Market Progress Evaluation Report: SAV-AIR, No, 3 (03/02) Special~eport:~ro~uct~~sessment:Envinta(03/02) '" mmm"", '" Market ProgressEvaluation Report:ENERGYSTARlJllind~wsProgral11' No,(l/g2) Market Research Report: Baseline Characteristics of the Residential Sector in Idaho, Montana, Oregon and 1JII~~hi~gtgnJI2/011" "" . ., m'. .mmm ",mmmmm mmm ,m ""mm",mm Market Research Report: Baseline Characteristics of the Non-Residential Sector in Idaho, Montana, Oregon and Washi~gt~n(12/01)" '" "" Market Research Report: Baseline Characteristics of the Multi-Famiiy Sector in Oregon and Washington (12/01) lv1arketProgressEyaluationBeport:Drive Power lnitiative, No, 3(11/01) , Market Progress Eyaluation Report: Scientific I rrigationScheduiing,3p 1/01)"", Market Progress Evaluation Report: Silicon Crystal Growing Facilities, No, 2 (11/01) Mark~tProgress ~valuati~n Report: Microelectronics .Initiatiye, No, 1 (11/01), m, ,m lv1~r~etYr~gr~~~.Eval~.ationBep~rt:Begio~al~ull~i~g Operator Certification, No. 7(9/01) Market Research Report: New Commercial Office Buiidings (09/01) lv1arketBesearchReport: Summary of a Workshop on theFutureofEiectric Energy Use (9/01) M~rket ProgressEvaiuation Report: Efficient Buiiding Pr~ctices Initiative No, 1(7/01) lv1arket~rogress Evaluation Report: Architecture + Energy, No, 2 (6/01) lv1a rk ~t ~r og r~ss ~~a iuati ~n B e port: E NER GYS TAR B es g ~ rce: E ff ici ~ntC lot ~e ~ IJII ash e rs (6/g1) 2000~lii~nce~n~ual~ctivitiesRepgrt(7/g1)m, ", . ., ,', .,".,, ' , m, mm", Market ProgressEvaiuation Report: Energy Ideas Clearinghouse, No, 3 (6/01) Market Progress Evaluation Report: MagnaDrive, No, 1 (5/01) lv1arketResearchReport: Pacific Northwest WaterandlJllastewater lv1arket Assessment (5/01) ,.. ::0 i'5 Imt/ Market Baseline Evaluation Report: Efficient Buiiding Practices Initiative, No, 1 (3/01) lv1ark~tProgress~~aiuationBeport:~uiidingQper~t~rgertification ~06(3/01)m mm lv1ark~tYr~gre~s EvaluatignBeport: Sav-Air lv1~rketTransf~rl11ationlnitiative No,(2/g1) lv1ark~t Progress Evaluation, Report Drive Power Initiative, No.2 (2/01) Alliance Activities Report (1/01) lv1arketResearchBeport:lv1~rketA~sessment ofthelndependentIy Owned Retail Food Sectorin ,the Pacific. Ngrthl'iest, (12/00) lv1arketResearchReport: Commerclala~d Industrial ~ighting Study,Volume 1 (12/00) Market Baseline Evaluation Report: Performance-Tested Comfort Systems, No, 2 (12/00) lv1arketProgress~vaiuation Report:~ort~I'i~~tEnergyEducation Institute , N02 (11/00) , lv1arket~rogr~~~Eval~atign Report:ENERGY~TARlJlli~~ol'is Program, No, 4 (11/00) Market Progress Evaluation Report: Evaporator Fan VFD Initiative, No, 2 (11/00) Market Research Report: Energy Efficiency within the Pulp and Paper, Water and Wastewater and Irrigation Markets in the Pacific North;vestpO/OO) " MarketProgress Evaiu~tion Report: Local GovernmentAssociations 3 (II/gO) Market ProgressEvaluation Report: ENERGY STAR Resource-Efficient Clothes Washers, No, 4 (11/00) lv1ar~etY~~g~~ss~val~atignBeport:S~ientificlrrigatl~~~cheduling,~o? (10/00)", , ., m." , ..".'" lv1ark~tProgressEvaluation, Rep~rt: EZ Sim:Billi~gSil11ul~tion for Smail Commercial Facilities, No,2(1 0/00) Case Study on Green City Buildings-Applying the LEED Rating System (10/00) lv1ar~etResea rch~epo rt:Gro~nd:~~urc~H ~~t Y~I11Plv1arket ~sses~rne nt (9/00) Market ~rogre~sEy~luatlo~ Report: .Lighting Desig~Lab 3j9/0g) lv1~rketProgress Evaluation Report: Energy Ideas Clearinghouse, No,, (8/00) lv1~rketB~~~~rchB~port: C~l11pressed~irE~i~ie~~y(8/99) , .", .. . mmm " ..". , ,"",,"', m """ m lv1a r~~t ~es~archBeport:Op port~ni t sfo r ~e;v~p pi iancelv1arket!r~ nsfgrl11ation~r~gr~l11sint~eP~~ifi~~~ rthwest( ?/gO) , Market Besearch Beport: Regional Publiclnformation~rogramfor theE~icientBuilding Practiceslnitiativ~(7/0g), OrganizationaIStructur~B~view. a ndRe~omme ndati ons:Lighti ngD esignLabj6/00) m lv1arket Researc~"port:. yari able F reguencY"Drives 6/00) MarketYrogressEy~luatio~~eport:Sav:~ir Market. Transformati~nlnitiative ~~, I(~/OO) ::0 i'5 ::. 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SAV-AIR Alliance Reports ..,. Pr~~res~ ~yaluati~nReport: ~uildinggE~~~tor~ertificatio~, No,5j~/00) , ~arket~esearc~~epg~:R~~identiaIE~~rgx Efficie~t~iQhtin9. C sumer~esearch (4/00) 9~A~nu~l~epgr:t:~iiic~nCrystal ~~!J\lJi~QFaciiities(4/qQLmm , f1,1 a r ~ ~t ~a s e li~~Eya luati~n ~~ po r:t :~ac~en~i~ YJise ~ rg legt ~ ~: 31 qOL ~a~naDrive~ro~uct!estin~~eport (3/00)m , "., ,. , , ." " Market Progress Evaluation Report: Drive Power Initiative, No, 1 (3/00) ~arketProQressEvaiu~tionReport: ~~ERGY~TARWindg\VsPrgQralTl'~o, 3(3/0q)mmm m , Market Baseline Evaluation Report: Fan Speed Reduction in Pneumatic Conveying Systems in the Seco~daryWood Products Industry, No 1(12/99) f1,1 a r~ ~t ~ ~ ~ ~ ~ rch ~ epo~ :~~se s slTlen t ~ fin d ~ ~ t ri a i~ g t ~ r~ yS t ~lTIs~a r ~ ~t gpp ortu ~it i ~ ~ i n t ~ ~P ~ g ifi c N ~~h Vies t( 12/9 ~ ) f1,1a~~~!Pr~~r~~~~val~atlon ~eport:E~~r~ylde~~ ,Clearin~~0~~~,.. ~~,... (1?!~~), ..'" m f1,1ark~t~r~gr~ss ~valuati~n Report: Commissionin9i~~ublic~uildi~gs No, 2(12/99) ~arket~ro~ress Evaluation Report:~ci~ntiflclrrigation Scheduling,1j12/~9), In-Servlce~ot~rTestinQ Final Repor:t (11/99)mm" " , ~orth\IJest Energy Efficiency Alliancel~~8:1~~9~rogress~eport(10/~9) Market Progress Evaluation Report: LightWise, No, 2 (9/99) f1,1ark~tFr~Q cess ,Eva uati. o R e port: ENERGY~TAR\I\Iin~oVisPr~9ralTl,2 J ~/9 ~). Public Procurement and Energy Etficiency In thePacificNort~west (8/99) Market Progress Evaluation Report: ENERGY STAR Residential Lighting Fixture Program, No, 3 (8/99) Market Progress Evaluation Report: Silicon CrystaIGrowinQFaciiiti~s No,(8/99) ~arket Progress Evaluation Report: Architecture+ Energx,I(~/~~), ,m m "" m ,m m Special Report:Enhanced Baseline Assessment: Public Building Commissionin~inthePacificNorthwest, No, 1 (7199) f1,1arketPr~Qr~~~~yal~ati~nR e por:t:~egio~al Buil ~i~ Q 9p~ratorgert ificati!J~,~O,(Y~I~rTle2JJ7!9~)m f1,1arketFr~gr~s~~yal~at i on~eport:~o~~\IJ~~t~ner~yEd ~ cati~. . . ~titut~.~O:1 ((j!9~) " Market Progress Evaluation Report: Local Gov~rnlTi~nt Associations, No, 2 (6/99)" Market Progress Evaluation Report: Northwest Lighting On-Line, No, 1 (6/99) Market~rogressEyaluation Report: R~gional BuildingOperatorC~rtifigation, No" ~,, (Volume1) (5/~9) Market Progress Evaluation Report: R~source:Efficient Clothes Washers, No: 3 (5/~~) Imil ijj: I,!!'l Market Progress Evaluation Report: LightingDesign Lab, No, 2 (4/99) f1,1~rk~tBaseli~~Eyaluation Report: Eyapor~t!JrFanYFplniti~tive 1J4/99)" ,m mm , , mm ,m f1,1ark~t .BaselineEyaluation ReP!Jrt:E?SilTi:~illing~irTIulati~nfor?ITi~llgOlTilTle~gial~acilities Ng,I(?/9~). 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Housing, No, 2 (2/99) Operational Evaluation for the Northwest Energy Efficiency Alliance (1/99) ~arket~~selineEvaluation Report: NorthViest ~esi~,ential q~cts,~o,1(1/~9)" ~arket ,ProgressEvalu~tionReport: LightWise, No, 1 (12/98)mm" mm mmm m m m " Market Baseline Evaluation Report: ENERGY STAR High Efficiency Residential Windows, No, 1 (12/98) uil~inQgolTilTiissioningpracticesin~eVi~~nslr~ctionandExistingB ildin~, ~arkets, in the Pacific Northwest(1 0/~8) f1,1arket~r~w~~~.~yal~.ation~epor:t :~~ERGY~TAR( ~eside~tial~i9hti~QFi)(jures ,~o,?( 11/~8)m Market Progress Evaluation Report: Regional Building Operator Certification, No, 3 (10/98) f1,1arket~~s~lineEy~lu~tio~~eport:~NERGX .~TAR (ResidentiaILig~tinQFixt~res 1j8/9(j) m ,mm" m m RepOrtTitlelDProjegt r.1arket Baseline EvaluationRepo~: Super~Ood~entsf1,1~nufact~red~~using,No,1(8/98) m r.1arket Progress Evaluation Report: WashWise, No, 2 (8/98) mm m m Select in g J ~ rgets for ~ ew r.1 a rk ~t T r ~nsfo rlTlati ~ n I ~ i ti ~ tiy ~~i ~t ~ ~~o r:t ~\IJ e ~ t( 71 ~ (j) Lig~t\l\lise~nn~al~epo~(~/98) "" m" "mmmm ALong:!erlTl~trategyforEnergygodeSupport in the N orthViest(5/98)m Northwest Energy Efficiency Alliance 1997 Annual Report (5/98) r.1arketProgressEyaluati!JnReport:Buil~i~QQp~rator~Ce~ific~tion:\I\Iashi~gton St~te,. No,(5/~~) SpegiaIRepo~:Pr~cess Eval~ation: LightingDesi~n La~,1J4/~8) mm ,m" ,." m ,mm "" Special Report:Process Evaluation: Local Government Cooperative ilgreement, No. 1 J 4198) '" " " Review of Literature 1989-1997: Impacts of Forced Air Distribution Systems on Homes and Potential for Improvements (~~ er~yE~icient~eside ~!ial~p~ceg~nd .ion i n g.. ge rt ifie~QuctE~ic ie~gy~r~gr~ITl)(?!9(j) m Marketpr~wessEvaluationReport: WashWiseProgram, No, 1 (1/98) ""m ,m,m r.1arket Progress Eyaluation Report:PrelTli~ITiE~igiengYr.1otors Progr~ITl'~o, 1(1/9~) .., r.1~rket Pro~ressEvaluation . ' Report:Building9perator~gertifigation:\I\I~shin~t~n~t~te No ,(1?/97) ijj: 81' EOO-052 00-051 00-050 E99-049 00-048 EOO-047 EOO-046 E99-045 99-044 E99-043 E99-042 E99-041 99-040 99-039 E99-038 E99-037 99-036 E99-035 E99-034 E99-033 E99-032 E99-031 E99-030 E99-029 E99-028 E99-027 E99-026 E99-025 E99-024 E99-023 E99-022 E99-021 E99-020 E98-019 E98-018 98-017 E98-016 E98-015 E98-014 E98-013 E98-012 98-011 98-010 98-009 98-008 E98-007 E98-006 E98-005 98-004 Buildin~ Oper~tor Certificatio~ , Market Research.. ....m....mmmmmm, m.. ... ..m ..m"m,m m, Silicon ,Crystal~roVii~gFacilities BacGenmm........,............mmm.. , Magna Drive m '", Electric Motor Management ENERGY STAR Windows Just Enough Air Motors, ..mmmm ..m...... .mm.. mmmmm..mmmm, En~rgyld~~~glearing~!Ju~~ mm CommissioninQinP~blic BuildinQs Scientific Irrigation Sche~uling Motorsm,m..,mm..mmmm.. NorthwestE~ergy Efficiency Allia~ce LightWise ENERGY STAR Windows . ... ., ......m....m.. m....m.. ..mmm m..m mm' . ..m.. North\IJestEnergy Efficiency Alliance " , ENERGY STAR Residential Lighting Fixtures " Silicon Cry~talGrowing Facilities ~rchitecture + En~rgy m , Commissioning in Public Buildings ~uilding9pera!or C~rtificati~n . ,m m No~hVie~t~nerQyEducati~nlnstitute Local Government Associations.. mmm..m..m,..mmm...."m'" ..m ..m.. Northwest Lighting On-line Building Operator Ce~ification ENERGY STAR Resource-Efficient Clothes Washers Lighting Design Lab m Eyaporator Fan VFq Initi~tive SilTi.: ~illing ~ilTlul~tig~for~mall~OlTimercial Facilities ~uper Good CentsM~~ufactured Housing Northwest Energy Efficiency Alliance Perf~rlTlanceTested Comfort ~ystems Lig~t\l\lise ENERGY STAR Windows ColTlmissioninQi~P~blicBuildinQs " '.. , ENERGY~T~R.. Residential~i9~tingFi)(jures " Building Operator Certification ENERGY~TAR Re~idential Lighting Fixtures m SuperGgodCentsr.1anufactured Housing ENERGY STAR Resource-Efficient Clothes Washersm,mm,mmmmm..m..m.., , , ..m.."m"" Market Research,m mm..m..m..mm ..mm m..mm ~iQ~tYJi~~mm mmmm . . ,.'", , " ColTilTlissi!JninQin~ublic Buildings Northwest Energy Efficiency Alliance ~uildi~gQperator Certificatio~m " Lighting pesig~ ~abmm ",. Local Government Associations .. ,m, m m.., , " Performance Tested Comfort Systems E98-003 ENERGY STAR Resource-Efficient Clothes Washersm.., . ,m" m" m, mm m..mmm, mmmmmm, E98-002 Motors, mm m.. ..mm mm.. ,m ,m m E97-001 Building Operator Certification