generic presentation eeis

Energy Efficiency Information System (EEIS)

Prepared forCadmus College

March 23, 2010

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How EEIS Began• 2006 - Aquila engages Quantec to fix their

excel-based tracking system after it freezes…

• Tracking system for utilities:– Multiple implementers– Web-based interface

• Participants – refreshed regularly from utility db.• Equipment – one db alone has over 200k entries• Program rules – very complex; frequent tweaks.

• 2 utilities running programs across 7 territories

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Market Evolution

• Excel spreadsheets for tracking single programs, to…

• Multi-state, multi-portfolio, multi-program implementations

• Integration of external databases, Treasury functions, project management and sophisticated real time analytics.

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System Structure

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Integrated Tracking Perspective

EEIS tracks: Participant data

Baseline energy data

Customer calls

Energy audit &

education

Contract work

completed

Work approved

Energy Auditor

completes check

Revised energy data

Customer Satisfaction

survey completed

Implementer tracks deployment stages, not performance.

Piedmont CIS data

Equipment efficiency

data

Codes & Standards

EEIS tracks only data relevant to program performance from implementer and external databases.

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How do we deploy EEIS?

Kickoff meeting: Program structure, rules & input pages.

EEIS configuration, and set-up including minor

customization Data maintenance & user support.

Documentation, training & user

acceptance

Major customization

Standard deployment: 1 1/2 to 2 monthsIncluding major customization approx. 2-3 months

Design phase InstallationTraining &

acceptanceFurther Customization & ongoing support

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Tracking Basics

Goals and Rules

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Tracking Basics

Goals and Rules

Data Entry

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Tracking Basics

Quality Control

Goals and Rules

Data Entry

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Tracking Basics

EvaluationQuality Control

Goals and Rules

Data Entry

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Reporting

• Evaluation through reporting• Reports give access to

– Goals and expectations– Participation data– Comparison of participation against

goals

EvaluationQuality Control

Goals and Rules

Data Entry

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Reporting

Portfolio/Program Status Reports– Executive Summary– Expenditures– Installations– Participation– Savings Impacts

EvaluationQuality Control

Goals and Rules

Data Entry

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Reporting

Ad Hoc Reports– Data Entry Summaries– Program Summaries

EvaluationQuality Control

Goals and Rules

Data Entry

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Data Integration

EvaluationQuality Control

Goals and Rules

Data Entry

EEIS

CIS Equipment

Treasury

ProgramRules

Participation

Imports

Exports

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Data Validation

EvaluationQuality Control

Goals and Rules

Data Entry

• Uses data integration to validate– CIS– Equipment– Participation– Program Rules– Treasury

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Data Entry

• Participation can be hand entered• Step-by-step process• Usually done by implementers

Quality Control

Data Entry

EvaluationGoals and

Rules

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Rules

• Program rules defined in program planning (e.g. Portfolio Pro)

• Rules include– Eligible participant base– Eligible equipment or measures– Efficiency requirements

Quality Control

Data Entry

EvaluationGoals and

Rules

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Goals

• Program goals defined in program planning (e.g. Portfolio Pro)

• Goals include– Participation targets– Savings targets– Budget targets

Quality Control

Data Entry

EvaluationGoals and

Rules

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What Sets EEIS Apart• Capture, report and export of data required by utilities for

assessing the effectiveness of programs

• Real-time validation of both participants and equipment – this reduces errors and confusion for customers and the utility

• Sophisticated analytics to assess net energy savings, program costs - tracks programs against the utilities' key performance goals

• Flexible software allows accurate tracking for extremely complex programs

• Ad Hoc Reporting allows DSM program managers to design targeted queries that arrange data from unique perspectives

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Contact Information

Business Contacts Technical Contacts

Jim ThayerSenior AssociateThe Cadmus GroupTel: (503) 467-7137jim.thayer@cadmusgroup.com

Ryan KilkennyApplication Development LeadThe Cadmus GroupTel: (503) 467-7135ryan.kilkenny@cadmusgroup.com

Ken SeidenPrincipleThe Cadmus GroupTel: (503) 467-7124ken.seiden@cadmusgroup.com

Spencer LittleApplication DeveloperThe Cadmus GroupTel: (503) 467-4558Spencer.little@cadmusgroup.com

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Questions?