statewide lighting market transformation program … · (pg&e) and san diego gas and electric...

STATEWIDE LIGHTING MARKET TRANSFORMATION PROGRAM REPORT

JUNE 2014

LIGHTING MARKET TRANSFORMATION PROGRAM REPORT, JUNE 2014

Statewide LMT Report Page i June 1, 2014

TABLE OF CONTENTS Introduction ................................................................................................................................................................... 1

LMT Program Framework .............................................................................................................................................. 6

Key Industry Information Gathering and Market Influence Activities ......................................................................... 11

Conferences, Seminars and Workshops .................................................................................................................. 11

Key Meetings ........................................................................................................................................................... 12

National Influence ................................................................................................................................................... 12

Residential Lighting Activities ...................................................................................................................................... 14

CEC Quality LED Lamp Specification Implementation ............................................................................................. 14

CEE Advanced Lamp Specification ........................................................................................................................... 14

LED Screw-in Lamp Power Quality – SCE ............................................................................................................. 14

Local and Regional Events ....................................................................................................................................... 15

Internet Web Trials .................................................................................................................................................. 17

Codes & Standards................................................................................................................................................... 19

Non-Residential Lighting Activities .............................................................................................................................. 21

Advanced Lighting Control Systems ........................................................................................................................ 21

Emerging Technology ALCS & Advanced Lighting Activities .................................................................................... 22

Advanced Lighting Activities, Emerging Technology and Programs ........................................................................ 25

California Advanced Lighting Controls Training Program (CALCTP) ........................................................................ 27

Midstream Incentive Trials ...................................................................................................................................... 31

LED Back-Lit Menu Board Trial – SCE .................................................................................................................. 33

New LED Deemed Measures – PG&E .................................................................................................................. 34

LED Refrigerated Case Light program redesign – PG&E ...................................................................................... 35

LED Accelerator (LEDA) Third Party Program – PG&E ......................................................................................... 35

Lighting Education ................................................................................................................................................... 37


Statewide LMT Report Page ii June 1, 2014

National Advanced Lighting Controls Application Certification (NALCAC) – SCE ................................................ 37

Lighting Template Design –PG&E ........................................................................................................................ 38

Codes & Standards................................................................................................................................................... 38

Exterior Lighting Activities ........................................................................................................................................... 41

Deemed LED rebates – PG&E .............................................................................................................................. 41

Exterior Occupancy Survey – PG&E ..................................................................................................................... 41

Plasma and Wireless Controls – PG&E ................................................................................................................ 42

Xenon Lab Testing – PG&E .................................................................................................................................. 42

Efficient Gas Station Canopy Lighting Retrofit – SDG&E ..................................................................................... 42

Appendices .................................................................................................................................................................. 44

Appendix A ............................................................................................................................................................... 44


Statewide LMT Report Page 1 June 1, 2014

JUNE 2014

STATEWIDE LIGHTING MARKET TRANSFORMATION PROGRAM REPORT INTRODUCTION

This report is jointly submitted by Southern California Edison Company (SCE), Pacific Gas and Electric Company (PG&E) and San Diego Gas and Electric Company (SDG&E), referenced in this report as California’s investor-owned utilities (or “IOUs”). In July 2008, the California Public Utilities Commission (CPUC) published a plan to dramatically increase energy efficiency in California. The California Long Term Energy Efficiency Strategic Plan (Strategic Plan) calls for transformation of markets for energy consuming equipment, including lighting, to maximize energy efficiency and minimize energy consumption and the production of greenhouse gasses. On September 23, 2010 the CPUC published the Lighting Chapter of the Strategic Plan which puts forth the bold goal of reducing lighting energy consumption in California by 60%-80% by 2018 (Chapter 13.4 Strategies: The Huffman Bill AB 1109 requires California to “reduce average SW electrical consumption by not less than 50% by 2018.” California is looking to achieve a 60-80 percent reduction by 2020). The Lighting Chapter outlines four goals:

Develop and implement coordinated policies, procedures, and other market interventions that eliminate

barriers, accelerate lighting market transformation in California, and provide incentives for best practice

lighting technologies and systems.

Define and advance best practices for design, installation, operation, and maintenance of integrated

systems to achieve sustainable lighting solutions for all spaces.

Create widespread end user desire for, purchase of, and use of best practice lighting technologies and

systems.

Develop research, development, and demonstration (RD&D) networks to create, test, and deliver the

lighting solutions needed to transform California’s lighting market to achieve zero net energy (ZNE) goals.

The Lighting Market Transformation (LMT) program was initiated in the 2010-2012 program cycle. This program is an element of the California IOUs’ efforts to actualize the goals contained within the Lighting Chapter of the Strategic Plan. The LMT program has three goals:

Formalize a process by which the IOUs can rapidly introduce advanced lighting solutions and emerging

technologies to the marketplace, improve existing lighting programs, and develop new program

strategies;

Provide better access to education and information regarding existing and emerging lighting technologies

for all market actors;

Formalize a process by which the IOUs can determine when a specific lighting technology has become

sufficiently mainstreamed and no longer requires IOU program support.


Figure 1 illustrates the Program structure. FIGURE 1: LIGHTING MARKET TRANSFORMATION DIAGRAM OF PROGRAMS

Lighting Market Transformation ProgramEmerging Technologies Codes and Standards

Lighting Technology Advancement

Sub-Program

Lighting Education and Information

Sub-Program

Lighting Market Transformation

Sub-Program

Lighting Market Transformation Diagram of Programs

LGP & 3rd

-Party

Programs

Engage LGP and 3rd

Party

programs in the process of

developing market

transformation strategies

for each technology.

EM&V/Research Bodies

Coordinate with groups

conducting market

research and evaluation

activities

Mass & Target Markets

Coordinate with mass &

target markets (particularly

res/non-res programs) on

lighting education web stie

and messaging

Lighting Manufacturers

and Researchers

Collaborate to strengthen

quality technologies that

meet utility program

specifications. Collaborate

with Lighting Advancement

Sub-Program partners to

develop and market these

technologies.

CA Solar Initiative &

Demand Response

Programs

Coordinate activities to

ensure development of

compatible advanced

lighting technologies.

Codes and Standards

Integrate trending and

market effects of codes,

standards, and legislation

on the lighting markets to

market transformation

efforts.

CLTC and CEC

Coordinate communication

efforts with CLTC, CEC,

and other key agencies,

particularly on CFL

disposal issues.

Workforce, Education &

Training

Partner with WE&T to

ensure delivery of

educational information on

advanced lighting

technologies to end-users,

installation contractors,

utility staff, and others.

Emerging Technologies

Partner with ET programs

to create demand for

improved lighting products

through pilot programs,

demonstration projects,

and other activities

Mass & Target Market

Programs

Work closely w/ mass &

target markets (particularly

res/non-res incentive

programs) to develop

market transformation

strategies for each

technology including

incentive packages, pilot

programs, and

demonstration projects.

Professional, Gov’t,

Trade & End-User

Groups

Push manufacturers to

incorporate efficiency gains

into equipment specs.

Work with end-user groups

to develop group

purchasing programs.

Achieving market transformation in any of these technology categories requires strong coordination within and between the IOUs, as well as government and industry organizations. A model of how this collaboration occurs is highlighted in Figure 2: Statewide Lighting Market Transformation Program Logic Diagram.


FIGURE 2: STATEWIDE LIGHTING MARKET TRANSFORMATION PROGRAM LOGIC DIAGRAM

This joint IOU report is submitted, pursuant to Commission Decision (D.) 09-09-047 (OP 22), which requires Statewide LMT Program updates on the following topics:

Annual plans for lighting solutions to be implemented in each key market segment (residential,

commercial, industrial, agriculture, and exterior lighting);

A prioritized list of key lighting technologies, systems, and strategies that require LMT pipeline plans;

New or revised LMT pipeline plans for key lighting technologies, with plans based on market data. LMT

pipeline plans will identify funding, partnerships, and necessary coordination with the following

Commission efforts: Workforce Education and Training, Codes and Standards, Integrated Demand Side

Management, Marketing, Education and Outreach, Research and Technology and Local Government

Partnerships;

Status update on the design and development of at least one LMT pilot project for each market segment

(residential, commercial, industrial, agriculture, and exterior lighting). Each pilot should be used as a

vehicle to test new technology and program delivery mechanisms. The status update should include

information on each pilot and collaboration with other utility programs and public and private

partnerships.


This report is a vehicle for the IOUs to communicate how their coordinated actions are advancing the state’s pursuit of deep energy reductions in the lighting market and, by proxy, how effectively LMT is meeting its goals. Additionally, as adopted in Resolution E-4385 and modified by the IOUs’ Joint Advice Letter

1 approved effective

January 1, 2013, this report includes an update on IOU progress towards two of the program performance metrics (PPMs) identified for the LMT program: PPM LMT-2: “Provide an update on the pipeline plans from this program in the annual June LMT Report. (Y/N)” The LMT Pipeline Plan updates are provided later in this report in the Lighting Solution Pipeline Plans section. PPM LMT-4: “Number of EE lighting measures added, removed, or updated as a result of LMT activities and influence, and reported in annual LMT June Report.” This report provides additional details to supplement the 2013 Program Performance Metrics Reports that each IOU submitted to the Commission on May 1, 2014. The following measures were reported in SCE’s and SDG&E’s 2013 Program Performance Metrics Report. These measures are affected by the LMT Program through various coordinated program efforts. Each effort is further detailed in subsequent sections the report.

LED - A-Lamps

LED - PAR20

LED - PAR30

LED - PAR38

LED - MR16

LED - Down Light

LED - Wall Pack

LED – General Lighting Troffer Fixtures

LED – General Lighting Troffer Retrofit Kits

LED – High Bay Fixtures

LED – Exterior Fixtures

LED – Parking Fixtures

Interior / Exterior Advanced Lighting Controls

High Intensity Discharge Lamps

Linear Fluorescent - T5 / T8 / T12 In addition to the above program team efforts, PG&E reported the following lighting measure changes in its 2013 Program Performance Metrics Report as coordinated by the LMT Program and impacting various statewide programs:

High Performance Linear Fluorescent Fixtures & Retrofit Kits (Added)

LED Accent, Surface, Pendant, Track and Recessed Downlight Fixtures (Updated)

Wireless Occupancy Sensors (Updated)

Horizontal LED Refrigerated Case Lights (Updated)

CFL (Updated)

LED PAR (Added)

LED MR-16 (Added)

LED A Lamps (Added)

LED R-BR (Added)

LED Recessed Downlight (Updated)

LED Exterior Area Lights (Added)

LED High/Low Bay Fixtures & Retrofit Kits (Added)

1 PG&E Advice 3389-G-A/4234-E-A, SDG&E Advice 2486-E-A/2201-G-A, SCE Advice 2910-E-A.


Dimming Ballast with Bundled Basic Controls (added)

CALCTP Installation Bonus (Added)

HID Fixtures (Removed)


LMT PROGRAM FRAMEWORK

The framework for the LMT program has been in development since 2010 with support from Energy Division and the lighting industry. The program framework continued to evolve and will continue to be updated in 2013-2014 as more is learned about effective approaches to market transformation. The LMT program is comprised of three distinct products each with corresponding activities to carry out the required actions to develop and support lighting market transformation efforts. Figure 3 illustrates the three primary program products and the corresponding activities. FIGURE 3: LIGHTING MARKET TRANSFORMATION PRODUCTS & ACTIVITIES

LIGHTING SOLUTION WORKBOOK The LMT Lighting Solution Workbook is a utility program planning tool. The tool provides taxonomy of California’s lighting installed base. In addition, the workbook contains estimates of energy savings available through upgrades to more efficacious lighting options across a variety of market segments. Further, the tool highlights market barriers for improving the lighting installed base in each market segment. The development of the Lighting Solution Workbook also allows for a gap analysis in the existing data of the numerous studies in the California and national market. These gaps exist, in part, because there are studies that are outdated and/or missing. The workbook can aid the IOU and CPUC Measurement and Evaluation teams to evaluate and consider new studies as needed. The LMT workbook allows for the prioritization of lighting solutions by factors including market sector characteristics, technology, and savings potential. This ability to filter by these factors enables programs to focus on relevant solutions for specific markets or to identify common market barriers. The workbook can then be sorted by savings potential to ensure resources target lighting solutions with the largest energy savings potential. For the 2013-2014 program period, the statewide LMT program team is working with the statewide M&E team to jointly update the 2012 edition. In this new Lighting Solution Workbook edition, the users are likely to find improved integration with Codes & Standards, and more extensive market indicator development, using

Lighting Solution

Workbook

Lighting Solution

Prioritization

Key Lighting Solution

Opportunities

Lighting Solution

Pipeline Plans

Lighting Market Barrier

Evaluation

Lighting Activity

Coordination

Lighting Activity

Workbook

Lighting Activity Needs Prioritization

Key Lighting Activities

Needs


completed population and saturation self-report and on-site studies from the 2010-2012 program period, such as Commercial Saturation Survey (CSS), Commercial Market Share Tracking (CMST) and California Lighting and Appliance Saturation Survey (CLASS). In addition, the IOUs purchased the 2013 lighting sales data to make these analyses more robust and comprehensive. This updated Lighting Solution Workbook is likely to be available during first half of 2015. A detailed report on the Lighting Solution Workbook is available on the California Measurement Advisory Council (CALMAC) website at http://calmac.org/. The report and workbook can also be found at http://www.lightingmarkettransformation.com/lmt-program-documents/.

LIGHTING SOLUTION PIPELINE PLANS The LMT Lighting Solution Pipeline Plans are strategy and coordination documents that support lighting market transformation. The Pipeline Plans articulate the market wants, needs, and key barriers associated with a lighting solution and propose actionable utility and partner activities based on the best available technology and market data from the Lighting Solution Workbook and Lighting Activity Workbook. The recommended activities are intended to help overcome specific barriers and increase adoption of energy efficient technologies, systems, and best practices to help achieve the goals of the California Energy Efficiency Strategic Plan. Two Lighting Solution Pipeline Plans were completed for the Residential and Exterior market sectors to guide the LMT program implementation for 2013‐2014. The Residential and Exterior Pipeline Plans:

(1) Characterizes the current residential and exterior lighting market and relevant trends. (2) Describes the market transformation process for pushing the market towards more efficient lighting

solutions and trimming transformed solutions from investor‐owned utilities’ (IOUs) energy‐efficiency portfolios.

(3) Helps IOUs meet the lighting needs of customers within the residential and exterior market sectors and help meet the IOUs’ and California’s energy‐efficiency goals by identifying strategic lighting solutions to push and to trim.

a. Lighting Solution Push: Present the rationale for pushing a lighting solution, recent programmatic and non‐programmatic efforts, and a strategy for overcoming market barriers that coordinates actions among IOUs and other market actors.

Residential Pipeline Plan pushes LED downlights. Exterior Pipeline Plan pushes bi‐level exterior lighting.

b. Lighting Solution Trim: Help the IOUs determine when a lighting solution has been transformed and how to best phase out support.

Residential Pipeline Plan trims compact fluorescent lamps (CFLs). Exterior Pipeline Plan recommends further review of energy‐efficiency measures to

determine if they can be trimmed, based on qualitative criteria, The full Residential and Exterior Pipeline Plans can be found at http://www.lightingmarkettransformation.com/lmt-program-documents/. For the 2013-2014 program cycle, the LMT Program plans to create shorter, more streamlined “strategy briefs” for three major market sectors: residential lighting, non-residential interior, and non-residential exterior. These new Pipeline Plan strategy briefs will focus more on the actionable items. Outside resources, such as market characterization, potential, and other studies will be referenced. This move towards more focused Pipeline Plan documents will allow the LMT program to develop quicker decisions on pushing activities and efforts at a lower Pipeline Plan development costs.

http://calmac.org/

http://www.lightingmarkettransformation.com/lmt-program-documents/



Targeted stakeholder meetings will be the cornerstone of the strategy brief development process to leverage input from key industry, government, and utility program stakeholders. This would allow for “outside the box” thinking on technologies, best practices, and program approaches. The input would be documented and distilled to actionable items for the utilities to explore and propose to CPUC Energy Division. The Pipeline Plan strategy briefs use the Lighting Action Plan of the California Long Term Energy Efficiency Strategic Plan as the backdrop for brainstorming discussions on how the utilities can help overcome barriers and increase adoption of such energy efficient technologies, systems, and best practices to help reach California’s 60%-80% energy savings goal.

LIGHTING ACTIVITY WORKBOOK The Lighting Activity Workbook was created with the overarching goal of supporting the Lighting Market Transformation (LMT) program which was formed to help the California IOU’s reach the lighting goals set forth in the Lighting Chapter of the Strategic Plan. The purpose of the Lighting Activity Workbook is to provide the California IOUs with a comprehensive catalogue of the work that each organization and its partners in California and nationally are doing to advance the adoption of energy efficient lighting technologies. A key outcome of the project is facilitation of greater coordination and collaboration among the IOUs to accelerate efforts in bringing advanced lighting technologies to market while working to achieve California’s 60%-80% reduction target. The Lighting Activity Workbook provides IOUs with a resource to reduce duplication of efforts and identify areas of overlap.

PHASE I In 2012, the California IOUs engaged Waypoint to assemble the Lighting Activity Workbook as a complement to the Lighting Solutions Workbook. While the Lighting Solutions Workbook (LSW) provided taxonomy of lightings savings potential based on California market data, the Lighting Activity Workbook is a compendium of the work the IOUs and key efficiency organizations are doing to advance energy efficient lighting. The Lighting Solutions Workbook and Lighting Activity Workbook serve as complimentary resources for program planning. The Lighting Activity Workbook developed categories based on a thorough literature review of relevant lighting documents identified by the LMT Program, specifically the LSW and LMT 2013 Annual Report. Once the workbook categories were created and approved, an interview guide was developed to capture information on the developed categories for the Workbook. Interviews were conducted with the IOUs and eleven other efficiency organizations identified by the project sponsors, which are listed below.

(1) Bonneville Power Administration

(2) British Columbia Hydro

(3) California Lighting Technology Center

(4) Efficiency Vermont

(5) New York State Research and Development Authority

(6) Northeast Energy Efficiency Partnership

(7) Northwest Energy Efficiency Alliance

(8) Pacific Northwest National Laboratory

(9) Puget Sound Energy

(10) Sacramento Municipal Utility District

(11) United States Environmental Protection Agency

The full interview guide along with the methodology used in Phase I is available in the Phase I Final Report of the Lighting Activity Workbook which can be found at http://www.lightingmarkettransformation.com/lmt-program-documents/.




PHASE II Following the completion of Phase I of the Lighting Activity Workbook, the project sponsors wanted the data to be re-structured to make it more consolidated and usable. In addition, the project sponsors wanted an update of the data. The IOUs again engaged Waypoint to conduct this data re-organization and update in 2013. As part of the project, an improved data organization methodology was developed which allowed for improved categorization and search of the data. The full methodology for re-organizing the data can be found in the Methodology section below. The final step of the project involved outreach and interviews with personnel from the IOUs and leading efficiency organizations to refresh the data which included updating activities from Phase I if the effort was modified, removing the activity if it was no longer active, or adding new activities that commenced after the completion of Phase I. During Phase I of the Lighting Activity Workbook, the original workbook categories were developed primarily through a literature review of relevant documents identified by the Lighting Market Transformation Program. In order to consolidate the data within the workbook and re-organize it for greater accessibility, Waypoint worked with the project sponsors to determine how data categories should be modified or added. The result was the addition of an interior/exterior category and the modification of the sector, sub-sector, and application categories. All other categories listed below remained unchanged:

Lead Organization

Activity Name

Activity Category

Sub-sector

Application

New Product / Service

Legacy Product / Service

Program / Study / Campaign Launch

Program / Study Expected Completion Date

Funding

Brief Description / Purpose

Partners

Website

Activity categories represent key information elements used by Project Sponsors for planning purposes.

INTEGRATION These documents flow into and reinforce one another. The Lighting Activity Workbook will be used to document the various IOU activities in order to track and communicate progress. As progress is achieved in accelerating the adoption of these technologies, the Lighting Solution Workbook will be updated to reflect this progress and allow for a reassessment of priorities. The diagram below shows how these documents relate to one another.


Lighting Solution Pipeline Plans

Lighting Solutions Workbook

Lighting Activity Workbook


KEY INDUSTRY INFORMATION GATHERING AND MARKET INFLUENCE ACTIVITIES

CONFERENCES, SEMINARS AND WORKSHOPS

Participation in conferences and workshops is essential for the LMT Program to remain up-to-date on new technologies, systems and best practices to properly support EE program decisions in lighting. These events also allow LMT to expand the network of partners for future collaboration efforts within the energy efficiency and lighting industry. Strategies in Light: Transforming the LED and Lighting Market February 12-14, 2013 The Strategies in Light event is a business conference and exhibition on high-brightness LEDs and lighting. The event is the premier annual forum for presenting current commercial developments in high-brightness LED applications. LMT attended to gather information on the status of significant and key lighting technologies for program planning and execution. In 2013, SCE presented a session on Testing from the Perspective of a Utility: “Utility Energy Efficiency programs are incredibly interested in the promise of the energy efficiency of LED technology. As such, utilities are providing generous incentives, education and training, to help LED technology succeed in the market. However, near-term and long-term challenges exist on how these utility services are provided to support a stable and persistent energy efficient lighting market. This presentation will describe the value, needs, and difficulties of testing from Utility Energy Efficiency programs' perspective.” ACEEE: National Symposium on Market Transformation March 24-26, 2013 The Symposium offers the opportunity for a diverse group of attendees to network, compare programs, learn about new market transformation approaches, and discuss the latest issues facing the energy efficiency and market transformation stakeholders. PG&E presented along with the Department of Energy’s Pacific Northwest National Laboratory on California’s efforts to transform the lighting market. LIGHTFAIR® International April 21-25, 2013 LIGHTFAIR® International (LFI) is the world’s largest annual lighting trade show and conference. This is a significant annual lighting event to gather information from many sources in one location. Key information elements include updates on new industry trends and technologies. This information is critical for immediate plans as well as longer term program plans. PG&E presented on its findings related to light emitting plasma and controls in high mast settings. CEE Program Meetings September 18-19, 2013 The Consortium for Energy Efficiency (CEE) develops initiatives for its North American members to promote the manufacture and purchase of energy-efficient products and services. This is an excellent event to gather and share information on utility program approaches and strategies. ENERGY STAR Products Partner Meeting October 7-9, 2013 The ENERGY STAR Products Partner Meeting is a key opportunity for utilities to see products that manufacturers will be introducing to residential customers, learn from ENERGY STAR representatives about planned changes to lighting specifications, and discuss the latest lighting market evaluation studies.

2

DOE: Utility and Energy Efficiency Program Roundtable November 1, 2013 The Department of Energy hosted a roundtable to solicit feedback from a small group utility of lighting experts from around the country about what research gaps exist that are preventing broader adoption of solid state technology. The IOU LMT program leads participated in the meeting and shared the California and LMT program perspective. IOU LMT Program Managers provided feedback to DOE activities that came from the DOE-hosted

2 A list of presentations can be found here: http://www.energystar.gov/index.cfm?c=partners.pt_meetings_archive

http://www.energystar.gov/index.cfm?c=partners.pt_meetings_archive


2012 Utility Roundtable and share what additional information resources, program approaches and other tools needed to work better with the DOE SSL Program. DOE Solid-State Lighting Market Introduction Workshop November 12–14, 2013 More than 200 lighting leaders from across North America gathered in Portland, OR, November 12–14, 2013, for the eighth annual Solid-State Lighting (SSL) Market Introduction Workshop, hosted by DOE. The diverse audience spanned the spectrum: industry, government, efficiency organizations, utilities, municipalities, designers, specifiers, retailers, and distributors. The purpose was to share the latest insights, updates, and strategies for the successful market introduction of high-quality solid-state lighting products.

KEY MEETINGS

West Coast Utility Lighting Team Quarterly Meetings The West Coast Utility Lighting Team is comprised of lighting experts, project managers, and program managers from utilities and organizations such as the Southern California Edison, Pacific Gas & Electric, San Diego Gas & Electric, California Lighting Technology Center, Sacramento Municipal Utility District, BC Hydro, Bonneville Power Administration, Seattle City Lights, and others. The purpose of the meetings is for all attending parties to share information about various lighting projects and activities. This helps avoid duplication of efforts and provides opportunities for collaboration and data sharing. SCE, SDG&E, and PG&E LMT Program managers participate in the quarterly meetings to share, collaborate, and coordinate lighting projects in the Emerging Technologies, Codes and Standards, and Demand Response Programs. The meeting also enables LMT to be aware of lighting projects, ideas, and technologies for potential inclusion into Lighting Solution and Activity Workbooks and Pipeline Plan Strategy Briefs. Pacific Gas & Electric hosted the meeting in early December 2013 at the Pacific Energy Center in San Francisco. San Diego Gas & Electric hosted the latest meeting at the SDG&E Energy Innovation Center at the end of Q1 2014.

NATIONAL INFLUENCE

The California IOU Lighting team has taken an active role in setting the current and future direction of the lighting industry nationally. One way the team has accomplished this has been through active participation in and leadership of state and national committees in the lighting industry. In 2013, members of the CA IOU Light teams participated with the following organizations and committees: DesignLights Consortium

• Technical Committee • Long Term Planning Committee

Consortium for Energy Efficiency

• Advanced Lamp Spec Committee • Residential Program Committee • Non-Residential Program Committee • Advanced Lighting Controls Committee

ENERGY STAR

• Lighting Roadmap Committee Department of Energy

• TINSSL Committee


California Lighting Action Plan • Champions for numerous tasks


RESIDENTIAL LIGHTING ACTIVITIES

The LMT Program is strategically involved in many residential lighting activities across the IOUs’ various programs. This section highlights a select few of these activities impacting the residential market sector. All efforts are coordinated across all the IOUs through the LMT Program, except for targeted and region‐specific localized activities. The lead IOU is listed with certain activities where applicable. A full list of IOU residential lighting activities are provided in the Lighting Activity Workbook.

CEC QUALITY LED LAMP SPECIFICATION IMPLEMENTATION

In 2012 the CEC developed the Voluntary California Quality LED Lamp Specification to ensure high-quality LED products are available for mass-market adoption in California. It was adopted on December 12, 2012 by the CPUC. In 2013, the CA IOUs fully transitioned the upstream Primary Lighting Program to require all LED products meet the requirements of the Specification. When the Specification was approved in December 2012, the IOUs were not aware of any products that met the Specification in the retail upstream channel. By the end of 2013, four manufacturers had developed a variety of products that were eligible for IOU support. Those manufacturers were selling LED A-lamps, reflectors (such as R, BR, and PAR types), and recessed retrofit kits consistent with the Specification. To meet residential customers’ needs, the IOUs have supported those products through a variety of retail channels, including big box, hardware stores, membership clubs, and large groceries. SCE worked closely with the other IOUs, the CEC, and the CPUC to coordinate and plan the transition period activities, devising a method to review LED product testing reports on behalf of the three utilities. Once implemented, this review process provided Primary Lighting Program Managers with data to help them make program choices that comply with the CPUC directive to transition to CEC Specification grade products.

NEW LED LAMP REBATES – PG&E PG&E launched a number of LED measures in the upstream Primary Lighting Program in 2013. Deemed LED measures were developed to support a robust offering of products meeting the CEC Voluntary California Quality LED Lamp Specification by the end of 2013. Product launches and updates in the upstream Primary lighting Program included the following:

LED A-Lamps

LED BR

LED R

LED Downlight Recessed Retrofits (Residential)

CEE ADVANCED LAMP SPECIFICATION

The IOUs have been working with CEE to promote the standards of the CEC California Quality LED Lamp Specification nationally. So other advanced lighting programs can leverage the work done to develop the LED lamp specification, we have worked closely with CEE to align their Replacement Lamp Specification with the criteria of the California LED Lamp Specification. This alignment has been very effective in transferring a number of key criteria found in the California Quality Spec. We expect a CEE LED Lamp Specification released in late 2014 that builds on the quality aspects of the California Spec and goes further to include more aspirational efficacy targets.

LED SCREW-IN LAMP POWER QUALITY – SCE


Light Emitting Diode (LED) technology can offer improved energy savings and lighting performance over incandescent and Compact Fluorescent (CFL) technologies. LED lighting technologies rely on the use of electronic power supplies or “drivers.” These electronic drivers may introduce similar power quality issues to that of CFLs. There is a very large amount of screw-in type sockets in the market that are being targeted for LED technologies. While each lamp may have minimal wattages, the aggregate impacts may be potentially significant to a residential home and neighborhood circuit. This potential barrier to the technology is not very well documented in the industry nor are there sufficient standards for testing and rating power quality for these types of lamps. This SCE Emerging Technology project will conduct a complete analysis of power quality in various load and control scenarios to help gain a better understanding of the effects on electrical circuits at the home and grid level as LED lamps are deployed at larger scales. The added insight into the performance of screw-in LED lamps would feed into grid level investigations as well as provide valuable insights into development of utility and lighting industry standards. The project will conduct laboratory testing using a load bank designed to simulate typical residential wiring circuits to validate the impacts of LED technology at the household level.

LOCAL AND REGIONAL EVENTS

LIGHTING FIELD SERVICES – SDG&E SDG&E launched the Lighting Field Services to support Primary Lighting activities in small retailers and big box retailers. The objective of the Lighting Field Services was to deploy the 4Ps of market strategy (pricing, promotion, placement, and product features) to highlight and educate the features of the following advanced lighting technologies:

CFL A-Lamps

CFL Reflectors

LED PAR

LED MR-16

LED A-Lamps

LED R-BR

LED Recessed Downlight The Lighting Field Services was implemented by a Third Party Contractor, Organization Support Services. The contractor effectively maintained marketing material at participating retail stores, provided training for retail store personnel on how to sell advanced energy efficient lighting, provided in-store education to customers about the advantages of energy efficient lighting, collected marketing data such as product availability and pricing, and collected retailer and customer feedback on the lighting products at over 400 channel outlets in SDG&E’s service territory. The Lighting Field Services will continue through the end of 2014. Trial metrics will be measured for success at this time.

LIGHTING FAIRS – SDG&E The Lighting Fairs were held at various major companies and public festivals within the SDG&E territory. The objective of the fairs were to increase customers’ awareness, knowledge and attitude towards energy efficient lighting as well as provide an opportunity for customers to purchase any of the advanced energy efficient lighting listed below:


CFL A-Lamps

CFL Reflectors

LED PAR

LED MR-16

LED A-Lamps

LED R-BR

LED Recessed Downlight The Lighting Fairs were coordinated by a mobile retailer, TechniArt. TechniArt educated customers on the distinction between lumens vs. wattage, the importance of color temperature, and reading labels for lighting facts. The Lighting Fairs aligned with Lighting Market Transformation’s goal of creating widespread end user demand to purchase and use best practice lighting technologies and systems. In addition, the Lighting Fairs contributed to Primary Lightings advanced lighting resource acquisition goals. The Lighting Fairs will continue through the end of 2014. Trial metrics will be measured for success at this time.

OPERATION LIGHT EXCHANGE – SCE In the SCE program a small portion of the Primary Lighting Program entails the coordination of local events at which customers bring their old standard efficiency table, desk, and floor lamps and exchange them for ENERGY STARY high efficacy plug-in lamps. The public knows the program as Operation Light Exchange which is also billed as an Energy Expo. The internal SCE name is the Torchiere and Plug-in Lamp Exchange Program. In 2013 three events were held.

OBJECTIVES The Operation Light Exchange events do much more than merely promote efficient plug-in lamps. They are large “Energy Expos” that introduce customers to several SCE programs and new technologies. There are booths, displays, interactive presentations, and energy education for attendees. Sometimes other organizations are allowed booths, such as the Southern California Gas Company. These various attractions make the customer’s time more satisfying and productive while the lines of eager customers move to the point of product exchange. The events are physically large, taking up as much as a thousand square feet of the parking space provided by retailers such as Home Depot and K-Mart. Usually over 4,000 lamps are exchanged in a one-day event. The turned-in lamps are dismantled and recycled. Events are targeted at SCE’s California Alternate Rates for Energy (CARE) communities and more are being added in ZIP codes where the closure of the San Onofre Nuclear Generating Station (SONGS) generating stations has created system constraints.

LEARNINGS Operation Light Exchange (OLE) has produced benefits for both SCE customers and participating retailers. The retailer’s promotion of OLE and energy efficiency creates a positive association with sustainability. Some retailers have noticed sales increases on event days. The most effective marketing tactics were the local newspaper and Pennysaver advertisements. Of course this results in word-of-mouth advertising which is the best of all.


The events have become opportunities for political dignitaries such as mayors and members of congress to show support and sometimes speak. SCE’s partnership programs and local government affairs organizations are involved as well to make the events community services that spread the message of energy efficiency.

INTERNET WEB TRIALS

WEB CHANNEL – PG&E PG&E launched an online trial with Amazon.com that provided $5 rebates (coupons) for eight select LEDs to PG&E customers for the last four weeks of 2013. Customers needed to log-in to Amazon and have a billing zip code in PG&E territory to use the rebates. Amazon sent customers a survey six weeks after the trial closed (so six to ten weeks after the customer participated). Results of the trial are being analyzed now to determine the impact of the rebates, as well as the system needs to further scale an online rebate offering. Summary and analysis will be included in the 2014 LMT Annual Report.

WEB TRIAL PROGRAM – SCE

SCE WEB TRIAL DESCRIPTION The Web Trial Program is an element of the Lighting Innovation Program designed to test the viability of internet retailers as a channel for customers to purchase energy efficient lighting products. Incentives are offered through participating “online retailers” where customers benefit from various discounted LED lamp products, such as A-line, PARs, MRs, reflector, and dimmable lamps. The objective is to test the viability and cost‐effectiveness of the online sales channel as a scalable program intervention strategy to increase awareness and adoption of energy‐efficient lighting products. Several marketing efforts were tested. This full web trial page on SCE.com provided information about the trial with links to the participating online retailers.


The picture link below was inserted on the sidebar of residential landing page of www.SCE.com. This picture link was successful in getting customers to click through to the full web trial page; however, it did not yield a high volume of traffic to the Web Trial online retailers. The low volume was expected because customers do not normally go to the utility website to purchase lamps.

The other marketing effort was leveraging the SCE utility bills and email list. This provided much more volume of traffic and sales for our online retailer participants. The Web Trial Program utilizes a midstream buy-down approach, providing incentives through the online retailer to the end-use customer at the online point-of-sale. During the online check-out process, the customer would see the regular price of the LED lamp, followed by the utility incentives, and the reduced total. After a purchase has been completed by an SCE customer, the online retailer bills SCE for the incentives provided to the customer. After a few weeks, a survey is sent to the customer to collect feedback about their online lamp purchase experience and their experience with the LED products.

http://www.sce.com/


The Web Trial Program has a few challenges to full scale implementation. As a trial program, these challenges are expected. At a smaller scale, the trial is able to develop solutions and make quicker changes to resolve program loopholes and issues. Many of the issues have been discovered and corrected. One example of a challenge still being resolved is the attempt to manage leakage. The trial limits a quantity of 16 lamps per ship-to address. However, a single customer is able purchase and ship batches of 16 to multiple addresses within SCE’s territory. This is difficult for the program to control since customers can create different online retailer accounts and use different billing and ship to addresses. The program manager and online retailers are aware of these scenarios and are working through possible solutions during the trial period. The above SCE Web Trial was initiated to support lighting measures and products, but this channel is not limited to these measures and products only. It is possible to extend this channel to promote other EE programs and services such as Plug Load Program and Appliance Recycling Rebate Programs and more.

SCE WEB TRIAL FEEDBACK STUDY The SCE Web Trial to support selected lighting products has been in existence since 2010. This far, the Web Trial has engaged two internet retailers: Bulbs.com and EFI.com. During this time, various marketing implementation tactics were tried. In December 2012, SCE completed a customer feedback report and circulated internally. In the 2012 report, the survey respondents reported the SCE rebate and energy savings are the top reasons for these on-line bulb purchases. These same respondents cited shopping convenience and price/value as the primary reasons to shop on line. Nearly 80% of respondent reported that they would not have made the purchase without the SCE discount. Currently, the web channel customers are asked to complete a feedback survey once they have completed the on-line purchase. Among the questions asked is for what type of lighting use customers install the bulbs and what type of lighting they replace. SCE has modified the customer feedback process; the survey is not pre-populating purchase specific information anymore as this allows for a speedier deployment of the survey after the purchase. SCE is currently scheduled to provide a summary report of results to date before the end of 2014. There is value to continue these customers feedback survey once this Web Trial can be a part of the core program and services offering.

CODES & STANDARDS

BUILDING CODES

The California IOUs work closely with the California Energy Commission and other outside stakeholders to create and implement updated building codes for the state. 2013 was a big year for changes in the building code. PG&E worked specifically to help influence the following new or updated 2013 building codes that impact Lighting.

RESIDENTIAL LIGHTING: 1) Improving and clarifying the mandatory lighting requirements for all residential buildings including

kitchens, bathrooms, dining rooms, utility rooms, garages, hall ways, bedrooms, and outdoor lighting.

(Section 150.0(k))

PROPOSALS FOR 2016 BUILDING CODES The Codes & Standards team is working to develop the following building codes as part of 2016 Title 24:

Residential Lighting – High Efficacy and Quality


APPLIANCE STANDARDS Developing 1 residential Phase 1 proposals for T-20 (potential effective date: 2016)

Advocated changes to 3 residential DOE lighting related standards in 2013

Advocating 4 residential lighting DOE standards in 2014

COMPLIANCE IMPROVEMENT Developed series of fact and trigger sheets, including:

Trigger Sheet: Lighting Controls Alterations

Fact Sheet: Residential Lighting


NON-RESIDENTIAL LIGHTING ACTIVITIES

The LMT Program is strategically involved in many commercial, industrial, and other non‐residential lighting activities across various programs throughout the three investor‐owned utilities (IOU). This section highlights a select few of these activities impacting the non‐residential market sector. All efforts are coordinated across all the IOUs through the LMT Program, except for targeted and region‐specific localized activities. The lead IOU is listed with certain activities where applicable. A full list of IOU non‐residential lighting activities are provided in the Lighting Activity Workbook.

ADVANCED LIGHTING CONTROL SYSTEMS

ADVANCED LIGHTING CONTROL SYSTEMS BACKGROUND & OVERVIEW Combining advanced lighting technologies with a bundled advanced control system will allow customers to unlock the full energy saving potential of the next generation of lighting products. Implementation of Advanced Lighting Control Systems (ALCS) in California buildings promises to deliver significant energy savings to the State. The California Investor Owned Utilities (IOUs) are investigating this emerging technology for possible future inclusion in their portfolio of energy efficiency offerings to customers. An Advanced Lighting Control System is an automatic control system that provides multiple integrated lighting control strategies that are implemented simultaneously. Typical control strategies offered through ALCS include the following.

Tuning: Set the maximum output level of electric lighting to meet the requirement for each space at a lower level than full lighting power.

Lumen Maintenance: Adjust light output to provide a constant level of lighting from a lighting system regardless of the age of the lamps or the maintenance of the luminaires.

Occupancy Sensing: Turn lights on and off based on occupancy detection.

Daylight Harvesting: Automatically adjust the output level of electric lighting based on available daylight.

Scheduling: Turn off and/or dim electric lighting according to a pre-determined schedule.

Personal Control: Enable individuals to adjust the light output from electric lighting to meet personal preferences.

Demand Response: Reduce light output from electric lighting in response to automated signals from electric utilities.

In 2013, PG&E focused efforts in the Emerging Technology Program on pairing different control systems with different lighting technologies across a diverse set of end-use applications to analyze the savings potential for these systems. These projects allowed for a broad understanding of the savings potential, as well as the challenges with implementing these bundled solutions. In addition, the projects highlighted the cost effectiveness of both the dimmable technology and the control system itself. These ET projects looked at a diverse set of building types and lighting technologies, including LED high bays for warehouses, linear fluorescent troffers with dimmable ballasts in an office space, and LED troffers in an office space. The office project with dimmable linear fluorescent ballasts has finished and the report is posted on the ETCC website, but the other projects are ongoing and will finish in 2014. These projects demonstrated that controls can provide an additional 20-40% savings over the more efficient lighting technology, depending on the building and control strategies used. Control commissioning, especially for daylight harvesting, was also an important point that came out of our ET projects. Systems where the desired lighting strategies were carefully mapped in advanced, and the controls were installed and commissioned by experienced contractors worked the best. Customers also benefit from systems that were easy to adjust after the initial commissioning, especially for task tuning as users need more or less light depending on their particular preferences and tasks.


As part of ongoing preliminary work toward development of ALCS incentive programs, the IOUs have identified several challenges related to quantifying the savings from ALCS. In particular, estimating and verifying savings from daylight harvesting is challenging because savings are highly dependent on orientation, exterior obstructions, weather conditions as well as occupant behavior (mainly the intermittent use of blinds/shades on windows by occupants). Likewise savings from occupancy sensors are highly variable by space type and company culture.

ALCS CALCULATOR As a result of this preliminary work, the IOUs have identified the need for a simplified calculation method for estimation of savings from highly variable advanced lighting control systems for use in utility incentive programs, with particular emphasis on addressing the challenges of estimating energy savings from implementation of daylight harvesting and occupancy sensing strategies. The tool will need to specifically address the challenges of estimating energy savings from implementation of daylight harvesting and occupancy sensing strategies. The calculation tool shall include the following features:

Allow for a quick calculation of peak demand and annual energy savings, taking into account both actual

and claimed savings.

Use a specific, limited set of site-specific inputs that are typically readily available to users.

Allow layering multiple control types in a space to provide aggregated savings for each space accounting

for interactive effects between controls.

Allow savings to be calculated for individual spaces and for a building/project.

Straightforward user interface to maximize the tool’s usefulness for program implementation, including

for users without deep knowledge of lighting design.

Provide annual energy savings estimates at an accuracy sufficient for IOU incentive programs and that

meets with approval by the CPUC Energy Division.

This methodology and tool will be reviewed with CPUC staff and approved for use before development.

This project kicked off in early 2014. The development and testing of the calculator will take place in 2014 and

2015. Details about the development and testing will be included in future LMT Annual Reports.

NATIONAL COORDINATION Scaling the adoption of ALCS will provide significant savings potential across the country, but utilities have so far not been successful in creating a program delivery model to dramatically increase adoption. Throughout this effort, PG&E will engage with stakeholders in California and nationally to ensure that the calculator can be used across states and programs. Having a consistent estimation and calculation method will help make this possible.

EMERGING TECHNOLOGY ALCS & ADVANCED LIGHTING ACTIVITIES

ET: ALCS + LED HIGH BAYS (WAREHOUSE) – PG&E This project partnered with ACE Hardware’s Distribution Center located in Rocklin, CA and tested the integration of High Bay Light Emitting Diode (LED) lighting fixtures with integrated sensors and an aggressive Advanced Lighting Control System (ALCS) to realize the deepest energy savings possible within a warehouse space.

A simple payback for the lighting systems approach was calculated at 3.6 years. The one for one replacement of existing Metal Halide fixtures achieved a calculated annual energy savings of 93%.


Individually, the savings opportunities in a typical warehouse space are somewhat understood, but few appreciate the magnitude of the savings opportunities that a lighting retrofit, in combination with aggressive controls strategies, can present. A deep energy savings lighting retrofit project can be very successful if all aspects of the project are considered carefully; including the needs of the client, the visual tasks performed in the space, and the operational patterns of the inhabitants, in addition to the basic parameters for an appropriate lighting design. Ultimately, an excellent method to ensure success, involves a three-pronged assessment approach. This includes activities such as: collecting input from occupants in the space through subjective surveys before and after the retrofit process, assisting in problem definition, and verifying the system is meeting the desired energy savings while assuring a quality work environment. This project helped to inform the PG&E deemed LED high and low bay rebate offering.

ET: ALCS + DIMMING BALLASTS (OFFICE) – PG&E The project evaluated wireless lighting controls technology at the Contra Costa County Office of Education building. The project area consisted of two private offices, two open offices, and a non-daylight area. The general lighting for the area is provided primarily by 2' x 4' linear fluorescent fixtures recessed into a grid T-bar ceiling. The existing lighting was retrofitted with new electronic dimming ballasts and wireless controls. The project measured the electrical and lighting characteristics for the base case and for the case of each control strategy, including measured aggregate load measurement, work area load measurement, and work area lighting measurement. After relamping, reballasting, and adding wireless controls to the existing lighting fixtures, baseline measurements were taken. An initial energy savings of 26% resulted from the implementation of task tuning through the ALCS. A further energy savings of 44% resulted from the implementation of complete ALCS functionality, based on the results of the test at the Contra Costa County Office of Education ending in January 2013. This project helped to inform PG&E’s deemed workpaper for Dimming Ballasts with Basic Bundled Controls.

ET: ALCS + LED & LINEAR FLUORESCENT (OFFICE) – PG&E This project studied the performance of an advanced lighting control system (ALCS) in a generic office setting on two separate floors in the same building. After relamping, reballasting (wit dimming ballasts), and adding wireless controls to the existing lighting fixtures on the first floor, and replacing the existing 2’x4’ linear fluorescent fixtures with 2’x4’ LED fixtures on the second floor, baseline measurements were taken at select workstations (zones). An initial energy savings of 23.6% for the first floor workstations (Dimming ballasts) and 18.7% for the second floor workstations (LED troffers) resulted from the implementation of task tuning through the ALCS. A total energy savings of 52.6% resulted from the implementation of complete ALCS functionality, based on the results of the test at Applied Materials Building 85 ending in August 2013.

Full office building lighting retrofit with an advanced lighting control system utilizing task tuning, occupancy sensors, and daylight harvesting

Comparing two different controllable lighting fixtures: o One floor is using existing linear fluorescent fixtures retrofitted with dimming ballasts and

controls o Second floor is using 2x4 LED panels with controls

Will use the new Measurement and Verification guidelines for Advanced Lighting Control Systems to allow for clear comparison to other projects in CA and across the country


ET: ALCS + LED LAMP-STYLE RETROFIT KITS (OFFICE) – PG&E LED T8 replacement lamps have been one of the most requested, and most contentious, technologies covered by the lighting team. While these products provide energy savings over fluorescents, LED T8s have previously suffered from safety and performance issues. The new generation of products available now (and qualified by the DLC), moves the category forward and provides us with an important point for study. This project will evaluate the lighting performance and energy savings potential of a second generation linear LED replacement lamp product (a solution with separate lamp and driver), combined with a wireless advanced control system to achieve additional energy savings and DR capability. The goal is to complete this project in 2014. Through a number of ET projects, partnerships, and trials, the CA IOUs hope to inform a future program offering for these products that can sufficiently address both safety and performance issues.

ET: ALCS + LED LAMP-STYLE RETROFIT KITS (SMALL RETAIL) – PG&E The focus of this project will be to determine if LED lamp-style retrofit kits could provide an effective option for smaller retail lighting retrofits, both in terms of performance and cost. This project will evaluate the performance and savings potential of a linear LED replacement lamp product at one small retail demonstration site as a potential retrofit for existing linear fluorescent T8 fixtures. The project will also integrate the use of an advanced wireless lighting control system to achieve additional energy savings and DR capability. The goal is to complete this project in 2014. As part of the project, a full technology evaluation of the products’ lighting performance, (including lab and on-site product testing), energy performance, and controls compatibility will be conducted. Through a number of ET projects, partnerships, and trials, the CA IOUs hope to inform a future program offering for these products that can sufficiently address both safety and performance issues.

ET: EXTERIOR ADAPTIVE CONTROLS + LEDS – PG&E With new Title 24 requirements for bi-level lighting coming into play next year for many exterior fixtures, the CA IOUs must look at more advanced control options that can help customers exceed code requirements. Demonstrations have shown that fully integrated adaptive control systems can achieve these above code savings, and, with lower costs and better performance, these may now provide customers with a strong option. This project is a technology assessment of the impact of LED lighting in tandem with advanced lighting control systems to assess the energy savings, light quality, end-user satisfaction, and installation process for these technologies in a commercial parking lot or office campus environment. Per the CPUC’s Strategic Plan, Exterior Lighting represents a significant portion of electrical energy consumption, and pairing LED lights with controls allows customers to maximize the savings potential. This assessment will help determine energy savings potential (from the installed baseline and from code), as well as implementation costs, and customer acceptance to determine if a product is feasible moving forward. This also provides the utility programs to test and implement learnings from the Western Exterior Occupancy Survey study. The project will commence in 2014 and is targeted for completion in 2015.

ET: ADVANCED LIGHTING CONTROLS FOR INSTITUTIONAL OFFICES – SCE


This effort was formally called the “CSU Chancellor’s Office” project, since the planning has been underway with the California State University (CSU) Office of the Chancellor. The project scope under the Emerging Technologies Project (ET13SCE8060) has an expanded scope to help address possible broader institutional spaces. Advanced Lighting Controls has been in discussion for some time; however there have always been many barriers to implementation. Office type spaces make up a large portion of the commercial market and there are many options available to take full advantage of controls. This project is an opportunity to demonstrate an Advanced Lighting Control System in an institutional office space and address some its major barriers. The project will identify institutional control opportunities based on the controls capability of new lighting technologies. This effort would also provide needed information that will help develop specifications for the site and affiliated buildings within its institutional system; in this case, the CSU campuses across California.

ADVANCED LIGHTING ACTIVITIES, EMERGING TECHNOLOGY AND PROGRAMS

AQP – PG&E The CA IOUs rely on qualified product lists from national organizations like ENERGY STAR and the Design Lights Consortium to qualify LED products for our rebate programs. These third party organizations review testing and ensure that products meet a minimum performance standard, improving customer satisfaction while streamlining program administration. These lists, however, can only cover so many products and categories. In order to address new opportunities, while also ensuring that customers will receive the performance and lifetime they expect, PG&E works with the California Lighting Technology Center at UC Davis to test and review products that present significant potential. This alternate qualification process (AQP) requires manufacturers to submit the same kind of lifetime and performance testing that national QPLs review, but also allows for bench testing to identify other potential risk to safety, persistence, or performance. In 2013, AQP approved the following products for rebates through the customized retrofit program:

LumiGrow Pro horticultural

Lunera Helen

ETC Theater Lights (six models from the Desire, Selador and Source Four product lines) SDG&E has agreed to allow these products into their customized rebate programs, and SCE is allowing the horticultural products to receive rebates. CLTC also reviewed numerous other products and provided direction on how they could be redesigned or retested to meet program requirements. Moving forward, the CA IOUs will also use the AQP program to develop new product category specifications and qualify testing of products against those new categories. The hope is to create new categories, expand adoption, and allow one of the national organizations to take over the category qualification.

ET: LED HIGH BAYS (GYMNASIUM) – PG&E The project assessed the energy savings potential of a 200 Watt LED High Bay fixture in replacement of 400 Watt Metal Halide fixtures located within a municipal gymnasium setting.

An initial analysis of energy savings of 34% resulted from the one for one replacement. Further investigation uncovered an as-built wiring error with the original fixtures, that, when factored into subsequent calculations, modeled a 60% savings; in line with expected savings potential for the new fixture. This project helped to inform the PG&E deemed LED high and low bay rebate offering.


ET: COMPREHENSIVE LED LIGHTING RETROFIT (RETAIL) – PG&E The goal of this project was to evaluate the economic and technical viability of a comprehensive LED retrofit for all major fixture applications within a Fry’s Electronics store in Northern California. This includes general service fluorescent lighting, general service incandescent lighting, downlighting, and directional lighting applications. Due to the lack of existing field assessment of LED retrofits for fluorescent lighting, the project specifically focused on three different fluorescent lighting applications, including 2x4 recessed troffers, 1x4 strip fixtures and wraps, and 1x4 suspended box louvers.

The project confirmed that completing a store-wide, comprehensive LED retrofit is not only feasible, but cost-effective as well. Overall, the project achieved a 58% reduction in energy use for LEDA eligible products, and 47% on a store-wide basis. Fry’s was very satisfied with the energy savings, projected maintenance savings, and lighting quality provided by the LED products that were installed. For products that were eligible for a LEDA incentive, Fry’s achieved a simple project payback (SPP) of 5.8 years and an ROI of 17.3% without an incentive, not including installation costs. With the LEDA incentive, the qualifying products achieved a 4.1 year SPP and 24.2% ROI, not including installation costs. Accounting for the LEDA incentive and maintenance savings, the project achieved a 3.3 year SPP, and 30.5% ROI. LEDA qualified equipment accounted for 50% of the overall project cost. The remaining equipment did not receive an incentive, but is still projected to achieve substantial energy and maintenance savings. Storewide, including installation costs of maintenance savings, the project achieved a 5.0 year SPP and 19.8% ROI without an incentive, and 4.4 year SPP and 22.8% ROI with the LEDA incentive. Payback periods can be significantly reduced by incorporating retrofits into regularly scheduled maintenance, which reduces installation costs. For LEDA qualified equipment, the investment generated a Net Present Value (NPV) of $94,944 and $177,693 when accounting for installation costs and maintenance savings over the estimated 12 year average product lifetime of the LED retrofit. Storewide, the investment generated a Net Present Value (NPV) of $225,518 when accounting for installation costs and maintenance savings. Laboratory testing of two CS14 fixtures showed performance to be very stable over time. Lamps were tested initially at 2200 hours and again after 6000 hours of operation. In that time, lumen output decreased by less than 2.9% and 3.6%, respectively. CCT decreased by 10 and 4 Kelvin (imperceptibly warmer), respectively, while CRI varied by 0.2. In terms of color shift, the fixtures had a Δu'v' of 0.0003 and 0.0002, respectively. This is well within the bounds of ENERGY STAR’s 6000 hour Color Maintenance requirements which require a change of chromaticity (Δu'v') of less than 0.007.5

ET: OCCUPANCY SENSOR COUNTING SWITCH – SCE Occupancy sensors are key to saving energy when lighting and other uses are not required during vacancy. Conventional occupancy sensor devices, such as timer switches, Pyroelectric InfraRed (PIR) and ultrasonic type occupancy sensors all have their benefits and limitations. A new type of occupancy sensor technology to the energy efficiency industry is the sensor counting switch. This sensor technology counts the number of people entering and leaving a space. When it senses the last person leaving, it would turn off the lights and other loads connected to the switch. This technology provides another tool for occupancy sensing and can increase controls opportunity for customers. The purpose of the Emerging Technology Assessment project is to evaluate the technology’s benefits and limitations. The project will conduct a laboratory test in order to determine the potential energy savings of occupancy counting switch compared to conventional occupancy sensors. The technology will be tested with various scenarios to determine accuracy as well as a comparison on measured savings between other occupancy controls. The expected outcome of this project is data to validate the performance and quantify energy savings potential under specific application scenarios.


ET: SDSU T8 LED DIRECT REPLACEMENT – SDG&E Due to the twenty-four hour seven days a week operating hours, an application of particular interest for use of direct replacement T8 LED is parking structures. Currently, facility owners and operators tended to retrofit their parking structures from high intensity discharge (HID) metal halide (MH) with T8 fluorescent fixtures in an effort to reduce the energy consumption. This has resulted in a “new” potential for high performing T8 LED lamps. As a result of this market potential, San Diego Gas & Electric’s (SDG&E) Emerging Technologies Program (ETP) desired to determine the viability of direct replacement T8 LED in parking structures. San Diego State University (SDSU) agreed to participate in this demonstration showcase assessment by opting to replace existing T8 fluorescent lamps in one of their parking structures. The goal of the project was to determine the energy savings potential and illuminance provided by direct replacement T8 LED lamps as compared to the T8 fluorescent lamps. The results of the assessment project proved in favor of the direct replacement T8 LED solution as slightly more efficient lighting solution for the parking structure application where owners are looking for a cost effective LED solution. By substituting fluorescent T8 with direct replacement T8 LED lamps, an electric energy and demand savings of 23% was achieved for the LED T8.

LED RETROFIT KIT TEST – SCE The goal of the LED Retrofit Kit project was to see if large kW savings can be achieved in a short timeframe by launching the custom offering to a targeted market. The project demonstrated agile implementation of innovative technology to address grid level reliability. Since the lighting industry defines LED Retrofit Kits loosely, SCE monitored the product selection and customer installation process with enhanced scrutiny. The project was a success as 19 large retail department stores located in Southern California installed the LED Retrofit Kits, resulting in a total of over 4.7 million kWh and 860 kW savings. The LED Retrofit Kit criteria was defined by SCE to ensure persistency/permanency of installation, prevent installation of the un-supported LED T8 Tubes, and enforce the same characteristics as the future 2014 code requirements. In addition to DesignLights Consortium’s (DLC) retrofit criteria, the LED Retrofit Kits supported by SCE followed the identified criteria:

All existing interconnects, sockets, and ballasts must be removed from existing fixture, in accordance with T24 2013

All LED kits should be hard-wired, in accordance with SCE policy

For Linear Fluorescent retrofits, LED retrofit kits need comparable dimming capability – should follow the minimum T24 requirements for its baseline application

The customer satisfaction level was high, as SCE pushed the project to completion with all installations completed by the end of October, before the high traffic holiday shopping season. Plans are for the LED Retrofit Kits to be offered in the Midstream Lighting Trial in 2014.

CALIFORNIA ADVANCED LIGHTING CONTROLS TRAINING PROGRAM (CALCTP)

DIMMING BALLASTS + BUNDLED BASIC CONTROLS AND CALCTP BONUS – PG&E On September 1, 2013, PG&E launched a new rebate trial for Linear Fluorescent Dimming Ballasts bundled with basic controls. As part of this trial, PG&E is also providing a bonus incentive for installations by contractors certified through California Advanced Lighting Controls Training Program (CALCTP). This trial is meant to help our customers take advantage of advances in controls applications and reduced prices in the market in advance of new Title 24 code requirements taking effect in July 2014, while also studying the benefits of advanced controls training in a qualitative manner.


Dimming ballasts are a key enabling technology for any type of controls for linear fluorescent fixtures. By pairing dimming ballasts with controls like daylight harvesting and occupancy sensors, customers can begin to easily implement basic and mid-level controls strategies, while opening the door to advanced system controls down the road. This trial will wrap up in June 2014 and a full report will be included in the next LMT Annual Report. An early M&E study is currently in the planning phase and will be complete in late 2014. This qualitative study will guide the direction for future Linear Fluorescent Dimming Ballasts bundled with basic controls offerings in the statewide Commercial Program and assess the benefits of advanced controls training.

SCE SUSTAINABLE OFFICE TRIAL PROGRAM DESCRIPTION – SCE The California Advanced Lighting Controls Training Program (CALCTP) was conceived in early 2008 when the three state Investor-Owned Utilities (IOUs), Sacramento Municipal Utility District (SMUD), the California Lighting Technology Center at UC Davis, California International Brotherhood of Electrical Workers/National Electrical Contractors Association (doing business as California Labor Management Cooperation Committee (LMCC)), fourteen lighting and control manufacturers, and the California Community College Chancellor’s Office convened to discuss the need for increased use of lighting controls in commercial and industrial facilities. Because 40 percent of the state’s electrical energy is consumed by non-residential facilities and 35-40 percent of this use is related to lighting, lighting controls represent the state’s best tools to make progress towards reducing overall energy usage from lighting applications. Although lighting controls have been around for some time, they are greatly underutilized in the field because of unfamiliarity with the products, required design, and proper installation techniques. As a result, perception of lighting controls is suffering, market demand is low, and electrical contractors often overbid projects for fear of improper installation, poor utilization, customer dissatisfaction, and complaints. The Emerging Technologies (ET) Program CALCTP Project (ET13SCE8020) currently supports the development of CALCTP training and implements courses to introduce the level of understanding needed to install advanced lighting technologies into the market. The project provides support for the day-to-day operations of the training program at the State and Federal level. The project collects program performance metrics on curriculum, enrollment and certification for the statewide IOUs to gauge progress towards the defined project goals. The objective of this Lighting Innovation trial program is to collect quantifiable project data from lighting control installations from CALCTP certified and non-CALCTP certified contractors, to support CPUC Decision 12-05-015 and future program design data needs. This trial recognizes three groups of contractors, each with different levels of training to support lighting control product/system installations:

Group-1: General Electricians

Group-2: Manufacturer-Trained Contractors o General Electricians trained by Specific Lighting Manufacturers and qualified to install lighting

control systems

Group-3: CALCTP Contractors o General Electricians and/or Manufacturer-trained and qualified contractors who have also

completed CALCTP Certification Training CPUC Decision 12-05-015 specified the following data gaps and tasked the IOUs to collect relevant data: “Therefore, we direct the utilities to include in their applications the following information regarding HVAC quality installation, CALCTP-certified installations, and any other sector strategy-induced skill standards identified by then:

(1) Data or estimation of the incremental customer cost, if any, of requiring skill standards;


(2) Data or estimation of the average and range of permitting/compliance costs across permitting jurisdictions in the IOUs’ service territories;

(3) Data or estimation of impacts, if any, mandatory skill standards would have on program participation rates;

(4) Data or estimates of the incremental energy savings and customer cost savings over the life of the equipment; and

(5) Any other potential benefits associated with higher standards, such as fewer call-backs, lower frequency of customers over-riding control systems, lower life-cycle costs, and increased consumer uptake of measures based on higher quality and certainty.”

With quantifiable data, the ultimate goal is to embrace lighting control as the centerpiece to the statewide energy efficiency program that aims to deliver deep lighting energy reduction and to meet the goals of the California Lighting Action Plan. This trial program will target commercial spaces with large lighting controls savings potential and use a high level of peak energy, including non-participants from the prior program years. This trial program is not placing a restriction on the size of the building or design of building as long as lighting control measures could be reasonably incorporated into the overall building design.

The commercial lighting practices are limited by the following barriers:

Poor lighting system design and installation practices limit achieving deep energy reduction,

Resistance from end users may result in partial or complete disablement of control system.

Building occupants and facility managers report that it is difficult to provide ongoing operational support.

All of the above results in poor return on investment (ROI).

The trial program theory includes the following:

Better trained contractors and electricians can deliver improved lighting control installations and

performance

o CALCTP certified contractors and electricians (CALCTP Projects) can install lighting control

systems at a higher quality than non-certified contractors (Overcome barrier-1),

o CALCTP certified contractors can complete more lighting control systems than non-certified

contractors during the trial period (Overcome barrier-1),

o CALCTP certified contractors and electricians (CALCTP Projects) can install lighting control

measures properly, thus generating deeper energy savings for these measures than non-certified

contractors (Overcome barrier-1, -2),

Improved end-user training could reduce resistance to properly utilizing lighting control systems

(Overcome barrier-2),

Improved system design could reduce the ongoing burden for operational support and maintenance

(Overcome barrier-3),

With improved system design, better utilization, and end-user acceptance, the ROI for lighting control

investment for the building bill payer would improve over time. (Overcome barrier-4).

The trial implementation strategy is built upon the following:

Leverage existing SCE Calculated Program Logistics to streamline the process,

For the duration of the trial period, SCE would double the incentive for all lighting control measures and components to facilitate the implementation of a lighting control system,

There are other program qualifications, including the completion of “customer acceptance testing”,

Allow all willing and able contractors to participate, but the trial will set project quota for the different types of contractors outlined above.


This trial will also leverage existing SCE QA/QC process to trigger pre- and post-inspection for data collections.

The trial implementation is planned for second half of 2014 through the end of 2015. This trial implementation

plan and the subsequent M&E trial study plan will collect data to analyze the above program theory as budget and

study design/limitations permit. For more details about the logistics of the trial implementation, please contact

SCE.

SCE SUSTAINABLE OFFICE LIGHTING TRIAL EVALUATION STUDY – SCE SCE’s M&E team will work in collaboration with Energy Division and consultants to develop a study plan to support required data collection efforts outlined in this trial program design. SCE will engage an independent third party evaluation consulting team to conduct this study, likely using an open RFP process. At a minimum, the following study elements will be included:

Literature and best practice review

Trial process evaluation

o Assessment of trial program logistics

o Assessment of trial program QA/QC processes, including the effectiveness of pre- and post- data

collection and verification activities

o Assessment of trial program interactions including account executive feedback, contractor

feedback and customer feedback

Trial impact evaluation as early M&V – 100% project census, since trial program volume can be

determined

o Pre-inspection data collection

o Post-inspection data collection

Conduct data analysis of contractors and projects from contractor group-1, -2 and -3

Conduct data analysis of contractors and projects from Period-1 and -2

Assessment of trial cost-effectiveness

Recommendations for next-steps.

This study should give special consideration to data collection needs specified in Decision 12-05-015. SCE believes some of these data requirements may well be outside of the scope of this trial study, especially for persistency analysis where longitudinal data collection efforts may be required. SCE expects this study to be completed in 2016, although interim findings and early results may be available sooner.

STATEWIDE LIGHTING CONTROL TRAINING ASSESSMENT The California Investor Owned Utilities (IOUs) are interested in improving job installation quality for Lighting Control Measures. Because 40 percent of the state’s energy is consumed by non-residential facilities and 35-40 percent of this use is related to lighting, lighting controls represent the state’s best tools to make progress towards reducing overall energy usage from lighting applications. The IOUs are currently contemplating additional lighting control certification requirements as a part of lighting program contractor qualifications. While SCE is designing a Sustainable Office Lighting Control Trial, to compare and contrast the effectiveness of CALCTP certified contractors versus non-CALCTP certified contractor’s job performance and installation quality, the


IOUs are concurrently conducting a Statewide Lighting Control Training Assessment. We believe there are a few initial researchable questions for consideration:

Does the certification training make a difference? (i.e., are there differences between baseline and after training?) Can this be measured and how?

Do CALCTP certified contractors perform better or worse than non-certified contractors? Can this be measured and how?

Since the results of these studies are likely to be the basis for later program design and policy decisions, it is important to realize the following:

These study designs need to strive to isolate the effects of CALCTP training since those contractors who seek certification are likely to be strongly self-selected for a pre-existing high level of skills.

Also, the study designs should strive to establish causal links between contractors receiving CALCTP training versus contractors improved performance on the jobs.

This project should be limited to the following:

Contractor Research – Since CALCTP Certification Training does not include a pre-testing process, this makes a pre- and post- testing comparison not feasible. However, a qualitative comparison of different level of contractor training and certification can still be possible. For the purpose of this study, three different types of trained contractors will be considered:

CALCTP Certified Contractors – these contractors may also completed specific lighting manufacturer certification training. This group is not mutually exclusion from the next group.

Lighting Manufacturer Certified Contractors,

General Electricians.

Lighting Manufacturer Research – Use this study as an opportunity to investigate the various manufacturer training options and expectation of “job quality” and “installation quality”.

Definition of “work quality” and “installation quality” - This study design, should explore how these questions can be studied and measured in the Sustainable Office Lighting Control Trial. At a minimum, this study should make a recommendation on how to best measure “work quality” and “installation quality”.

This is an M&E funded statewide study. The goal is to yield results in early 2015 to provide program feedback for 2016 program design. This study is complementary to the SCE Sustainable Office Trial Evaluation Study above.

MIDSTREAM INCENTIVE TRIALS

SCE MIDSTREAM TRIAL PROGRAM – SCE The SCE Midstream Trial will test the potential impact of a midstream delivery method using a “buy-down” pricing strategy. The participating distributors will discount contractor wholesale prices at the point of sale and will in turn receive an incentive payment from SCE. The Trial Implementation will collect data in an effort to support the subsequent early M&V assessment. There are three important assumptions for this trial:

Business owners often rely on contractors for product purchase decisions. It is plausible that business-owners depend heavily on contractors’ expert recommendations for choosing materials and products.

Contractors currently know little about LED products and tend to focus on first cost, not life-time cost of products, which makes LED products expensive in their eyes.


Contractors will be motivated by incentives for LED products to learn more about these products and promote them more actively to their clients.

In short, providing incentives via the midstream channel may increase uptake of efficient lighting products for three reasons: a) Owners rely on contractors to recommend lighting products; b) Contractors will be motivated by incentives and the availability of training opportunities to recommend more LED lighting products; and c) Sales staff will use the incentives as a sales tool to promote LED more actively. For analysis, this trial will collect sales data from three different time periods:

Before the trial period,

During the trial period,

Post the trial period. The trial will engage two or more midstream distributors. These distributors agree to provide incentives to electric contractors. They will provide baseline and program tracking data. The subsequent evaluation study will conduct an in depth analysis of the above data. This Midstream Trial Program will conclude in 2014.

SCE LIGHTING INNOVATION MIDSTREAM TRIAL EVALUATION STUDY – SCE This evaluation study is designed to support the above mentioned Midstream Trial Program. The main objectives of this study include the following:

Study the feasibility of the trial’s design;

Determine the effectiveness of offering midstream incentives; and,

Compare the midstream trial to the downstream commercial lighting incentive program.

SCE has engaged Evergreen to conduct a pre-post comparison of SCE-rebated LED products during this trial. Evergreen is expected to conduct in-depth interviews with market actors such as distributors and contractors and analyze the program tracking study to compare midstream to downstream program results. The results of this study will be used to inform whether SCE should incorporate a midstream incentive into the commercial lighting program. Specific research questions for this study include:

How do sales trends for LEDs during the trial compare against historical sales trends?

How does the midstream delivery mechanism compare to downstream programs (e.g., estimated savings? Types of customers? Size and types of projects?)

Is this an effective delivery mechanism (e.g., uptake, satisfaction; ease of participation) that SCE should consider scaling up?

What is the degree of overlap with downstream programs? Does this cannibalize or optimize/supplement the downstream program?

How satisfied are contractors participating in the trial with their experience?

How satisfied are midstream distributors participating in the trial with their experience?

What is the current level of knowledge about LEDs among contractors?

Will contractors who participated continue to buy LEDs at higher levels than before the trial?

Are current participating distributors and contractors unique from the general pool of distributors and contractors that sell lighting products to SCE businesses?

How likely are additional (i.e., non-participating) distributors and contractors to participate in a midstream incentive program (i.e., if the trial is expanded)?

This Midstream Trial Evaluation Study is scheduled for Q1/2015 completion.


MIDSTREAM LED REPLACEMENT LAMP TRIAL – PG&E The purpose of the PG&E Midstream Trial is to test the distributor channel for increased LED replacement lamp adoption in the commercial sector. The trial relies on midstream incentives through participating electrical and lighting distributors to increase the sales of LED replacement lamps into the commercial market. The trial has provided rebates directly to distributors since April 2013. The distributors have passed along most or all of the rebate to commercial customers through reduced LED lamp prices. The trial currently has over 120 distributors signed up in PG&E service territory. While the trial is ongoing, an early M&V study, coordinated with SCE’s study, is currently underway. The goals of the evaluation are to:

Study the feasibility of the trial’s design, particularly compared to the existing LED replacement lamp Distributor Program and LED fixture incentive Customer (catalog) programs through the Trade Professional Alliance within the commercial sector;

Determine the effectiveness of offering midstream incentives;

Solicit feedback from commercial lighting manufacturers, contractors and distributors regarding their experiences with the trial;

Solicit feedback from manufacturers regarding the impact of the midstream approach on their status quo sales channels and products;

Solicit feedback from LGP/Third Party Direct Install program implementers regarding whether the midstream approach targets the same or different customers than direct install; and,

Solicit feedback from commercial lighting contractors and distributors regarding end-user customer perspectives regarding the appropriate incentive mechanisms (e.g., downstream versus midstream).

The results of this study will determine the direction for future replacement lamp offerings in the statewide Commercial Program. The study will be complete in late 2014.

LED BACK-LIT MENU BOARD TRIAL – SCE

SCE LED BACK-LIT MENU BOARD TRIAL BACKGROUND The LED Back-Lit Menu Board Trial is an effort to explore the market potential of the sign industry. There are large savings potential from signs because:

The base case is generally low efficiency fluorescent lamps and magnetic ballasts,

LED’s are generally much more efficient,

And signs are generally on during peak hours. The signage savings potential information was collected through sign industry contacts and studied through the Codes and Standards Program’s Backlit Sign Market Assessment Report (CS09.19) with support from San Diego Gas & Electric and Sacramento Municipal Utility District.

“Across the study's three participating utilities' territories, there are estimated to be over 72,000 backlit signs with an aggregate power draw of over 5.4 megawatts (MW), as shown in Table 1. Of these, just over 58,000 signs are powered-on during weekday afternoons when the electrical power grid has system critical peaks, which draws an average of 3.6 MW; SCE's service territory accounts for nearly 2.9 MW. The annual energy use of all three service territories is estimated at over 62 gigawatt hours per year (GWh/yr).”


The technical savings potential is about 70% savings going from baseline fluorescent technologies to LED technology based on a Backlit Signs and Menu Boards Field Evaluation by the Emerging Technologies Program (ET11SCE1011). The SCE LMT Program, along with the Emerging Technologies and Codes and Standards Programs, hosted a “Sign of the Times” meeting in Ontario, CA with the sign industry to gather ideas and information to help develop utility incentives for the untapped sign market. The sign industry input from this meeting forms the foundation of the LED Back-it Menu Board Trial Program and Study.

LED BACK-LIT MENU BOARD TRIAL OBJECTIVE The LED Back-Lit Menu Board Trial Program and Study has two main objectives. One objective is to test a new program delivery model and market channel for utility incentives and education. Most sign manufacturers are also the distributor and contractor for the installation of signs. Therefore, the program delivery model is a hybrid between upstream (incentives to manufacturer) and midstream (incentives to distributor/contractor). The trial will leverage and build on existing relationships with the signage industry for this and future utility program offerings. The second objective is to gather technical and market information to help inform a more accurate workpaper for LED menu board signs. Currently, there are insufficient data available about the performance of new and retrofitted signs, as well as baseline information about existing signs. The Trial Program and Study will collect additional technology performance and baseline information to help improve the datasets required to improve workpaper accuracy with the possibility of having a fully deemed measure at the end of the trial.

TRIAL IMPLEMENTATION STRATEGY The trial design is currently under development. The program incentive approach is planned to be a hybrid among upstream, midstream, and downstream calculated. This approach is unique because the sign industry is not organized the same way as the lighting industry. Although the sign manufacturer may source materials and components similarly to a light fixture manufacturer, the sign manufacturer may also play the role of the distributor, general contractor, and installation/maintenance contractor. In addition, there are also value-add sign distributors that contract manufacturing and installations. This complexity requires the trial requirements to be flexible, yet firm on the data collection aspects. Currently, the incentive is planned to go through the sign manufacturer to the sign customer based, in part, on the feedback received from the sign industry meeting.

SCE LED BACK-LIT MENU BOARD TRIAL EVALUATION STUDY An evaluation study will be designed to support data collection as this trial design develops.

NEW LED DEEMED MEASURES – PG&E

In 2013, PG&E launched numerous LED deemed measures for the Core and partnership programs. Deemed rebates help to dramatically scale customer adoption of rebates because they are easier and clearer. As a result, the Lighting team has focused on moving rebates for major LED product categories from the calculated programs into deemed/prescriptive offerings. New or updated products that were launched in 2013 included the following:

LED High and Low Bay Fixtures & Retrofit Kits

LED Exterior Area Lights


LED PAR

LED MR

LED Accent, Surface, Pendant, Track, and Recessed Fixtures (Revised and Expanded)

LED Vertical and Horizontal Refrigerated Case Lights (Revised and Expanded) PG&E will continue to offer more LED deemed rebates in 2014 and beyond as products improve and categories advance.

LED REFRIGERATED CASE LIGHT PROGRAM REDESIGN – PG&E

Over the last two years, the volume of LED refrigerated case light rebates has dropped significantly. Most of the national chains finished their change over for vertical doors in 2012, and ARRA funding was exhausted at the same time. Based on conversations with contractors and partners, the remaining market potential for these projects is small and medium grocery/convenience, which is much harder to reach and to convince to make the change. In order to address the remaining market potential, PG&E is working with a major manufacturer, distributor, and contractor to design a turnkey case light program to help complete this change out. The goal of this effort is to test the program in 2014 and share findings with other utilities around the country.

LED ACCELERATOR (LEDA) THIRD PARTY PROGRAM – PG&E

Energy Solutions and Pacific Gas and Electric (PG&E) launched the 3rd party LED Accelerator Program (LEDA) in 2010 to target the LED market in the retail and grocery sectors. LEDA continues to offer customers tiered incentives to retrofit their lighting with more efficacious and higher quality LEDs. LEDA works with large and/or multisite commercial customers, distributors, manufacturers, and PG&E staff to drive the market toward best in class LEDs. LEDA’s program staff also provides customized services in the form of lighting energy audits, economic analysis, product demonstration, LED product selection and project specific approvals of various LED products. LEDA’s combination of high incentives and technical services that promote super-efficient LED lighting retrofits are moving the market and establishing an effective program model. To maintain support for best in class products, LEDA aggressively updates its equipment specification. Products that qualified under previous specifications either no longer qualify for LEDA support or now only qualify for the lower Tier 1 incentives. Even with tougher equipment requirements, the percentage of Tier II LEDs has increased over time, moving the LED market to more efficacious and higher quality lighting. In 2013, 15% of the installed LED products were Tier II and 78% were Tier I and the remaining DLC or EStar certified. Committed LED products, which lag behind installed LED products, increased to 29% for Tier II products and decreased to 65% for Tier I products.

In 2013, 20,000 LEDs were installed through the LEDA program and 5.3 GWh saved. 35,000 LEDS were committed and it is estimated that once installed these will save 7.2 GWhs, over half the LEDA goal. 12 different types of LEDs


representing 9 different manufacturers were installed, the highest percentage of LED types were: 57% monopoints; 16% lamps (various); and 14% highbays. LEDA is designed to transform the LED market by effectively educating and incentivizing commercial businesses to install the most efficient and highest quality products in the market, incentivizing manufacturers to improve efficiency and quality of their products, and creating end-user market demand for products that improve quality and efficacy. The following LEDA projects demonstrate these methods of market transformation in 2013. Last year LEDA engaged a large clothing retail chain about projects in their retail facilities as well as their main retail warehouse. LEDA worked with a highbay manufacturer, who went to top of upper management to prove financial analysis, and LEDA also worked to educate their staff at the retail distribution warehouse and install a LED strip pilot to prove viability of the project. LEDA worked with the LED strip manufacturer to improve equipment specifications in order for the retailer to be eligible for a Tier 2 incentive. The retailer also pushed the manufacture for the LEDA incentive to make the project viable as it was not in the capital budget. Based on LEDA incentives, the retailer was easily able to get the high profile project approved by upper management and identify funds for the project. LEDA also worked with the retailer to approve a major manufacturer of LED lamps and improve its lighting at its retail stores. Installing LED lamps saved 65% energy at its retail stores and 56% energy an affiliated retail store chain. The retail warehouse, retail stores and affiliate retail stores combined will save over 260 peak kW and 1.2 GWH annually (incentives $321K). The retailer is still interested in replacing its highbays in 2015 for potentially more savings. LEDA engaged a major grocery store chain early in the project process and influenced the performance of manufacturer’s products and customer’s selection of fixture. It was imperative for the grocery store to get incentives and also install high quality lighting at its stores. The grocer used LEDA’s incentive to leverage competition between manufacturers to develop a monopoint that would meet LEDA equipment specifications. 2013 the grocery projects amounted to almost 600 peak kW saved and 3 GWh saved annually (incentives $557K).

GREEN CREATIVE LEDA has worked with Green Creative, a San Francisco Bay Area based LED lighting manufacturer, to develop the first Tier 2 MR16 LED lamp and has also educated the following customers to install the most efficient MR16s in the market: Amici’s, BevMo, Bhindi’s Jewelry, J. Jill, Gumps, City of San Jose Museum and a large culinary retail chain. These customers have installed or are expected to install approximately 5,000 LED lamps saving approximately 370 peak kW and 1.6 GWh annually. A major department store has piloted the Tier II Green Creative lamps and will be installing MR16s at various locations after installing LEDs made by one of the top lighting manufacturers at most of their stores in 2013. One of the top LED manufacturers met with LEDA at the inception of the program and distributed equipment specifications to its engineers. They said they wanted to be at the head of the pack and could make LEDs to meet our Tier II specifications. They have multiple Tier II LED products. To date, this manufacturer represents the third largest manufacturer in the program, having five different types of LEDs installed. The committed pipeline shows that this manufacturer will move ahead to the second most popular manufacturer in the program next year. Looking ahead we hope to increase the quantity of Tier II LED troffers and are reaching out to manufacturers because efficacy trends have been decreasing in this category as manufacturers are trying to reduce fixture costs by lowering equipment specifications, just meeting DLC requirements. We also expect to see an increase in high quality LED strip or wrap retrofit kits as opportunities in drug stores, auto parts stores, discount stores and grocery stores are large. It has also been important to get a big LED lamp manufacturer on board. LEDA has worked with one of the top three manufacturers since 2011 strengthening their warranties in order to qualify for the program and finally became successful in 2013. We are also working with the other two to strengthen equipment specifications to meet LEDA requirements and hope to see these committed in 2014.


LIGHTING EDUCATION

The IOUs have undertaken significant education and outreach efforts to help our partners and customers understand the world of lighting. In 2013, our lighting education efforts focused on a few specific areas, including the following:

TRAINING FOCUS Training implementation focused on three areas that posed the greatest market needs: Design, Technology, and Controls. There were a total of 24 classes, including 10 workshops with hands-on equipment provided from our partners. Trainings also included classes on the new Title 24, as well as Lighting for Human Factors and Energy Efficiency, a cross-disciplinary training, that was adopted by other IOUs such as SDG&E, SCE, and SMUD.

CALCTP-ACCEPTANCE TRAINING We supported CALCTP-Acceptance Training (AT) establishing a partnership with Laney Community College to build the training Lighting Lab, to build the CALCTP equipment boards, and to train the faculty to teach CALCTP-AT as part of the regular college curriculum. Once this program is established at Laney CC, in partnership with workforce incubator, we plan to disseminate and replicate CALCTP-AT across other community colleges.

INDUSTRY PARTNERSHIPS We strengthened our network of Industry Partners, such as the Illuminating Engineering Society IES in San Francisco and the Lighting Manufacturers. We hosted Fundamentals of Light Series (ED 100 and ED 150 IESNA); and with Manufactures we hosted LightAffair’13 LED products trade show, as well as workshops activities throughout the year.

LIGHT-RITE PARTNERSHIP We also partnered with the CLTC on the establishing of Light-RITE, a new state program led by the CLTC UC Davis, which will train in Behavioral Sciences and incorporate Lighting Quality. The Energy Centers are helping with the development of the Light-RITE curriculum and training delivery.

NATIONAL ADVANCED LIGHTING CONTROLS APPLICATION CERTIFICATION (NALCAC) – SCE

NALCAC PURPOSE Through statewide discussions with the lighting industry and CALCTP‐certified contractors, it was recognized that without the proper design and specification of advanced lighting control systems, contractors would not have the chance to implement sustainable advanced lighting control (ALC) systems for their customers. The NALCAC initiative is targeted at these market barriers of limited knowledge and skills to properly design and specify ALC systems

CURRICULUM DEVELOPMENT The ALC Application Certification program started with defining four phases of development:

Body of Knowledge-To establish the set of concepts, terms, readings, and activities required for the effective application of lighting controls

Job Analysis-Identify the skill sets and experience required of a lighting designer, engineer, and specifier certification to properly apply innovated advance lighting controls

Curriculum Development- recommended training and classes needed for candidates to gain the necessary knowledge to create advanced lighting applications and control(s) systems


Program Implementation-Initiate testing of the curriculum elements and the program administration. As of Q1 of 2014 the Body of Knowledge and Job Analysis Phases are completed with a Curriculum Plan in development.

NEXT STEPS There have been several changes in the ALC market with Title 24 2013, Compliance Training, Technology and other training programs released in Q1-2014. The concept and need for ALC designs has expanded deeper into DSM integration with renewables and energy storage. The development team will be tasked to incorporate the following into the Phase 3 Curriculum Plan;

1. Align ALC design disciplines with 2013 Title 24 requirements such as Compliance standards and Acceptance Testing.

2. Identify prerequisites or additional knowledge requirements provided by State recognized training programs as Light-RITE, CALCTP, and other educational platforms regarding best practices released in 2013-14 for advanced lighting controls systems.

3. Identify the technology(s) and knowledge transfer into the NALCAC Curriculum that is inclusive of application(s) readiness for DSM strategies.

4. Prep and initiate Phase 4 testing of curriculum and program release.

LIGHTING TEMPLATE DESIGN –PG&E

As the industry moves away from incumbent technologies and towards advanced technologies like LEDs, contractors need additional support to understand the benefits (and challenges) of these technologies. They also need material that they can share with their customers to help them move from their current technology to one that will provide deeper, more persistent savings. To that end, PG&E has been working with the organizations like the Consortium for Energy Efficiency (CEE) and the California Lighting Technology Center (CLTC) to develop best practice lighting templates and sales sheets. These templates are meant to make design and specification easier, taking into account the inherent advantages and disadvantages of new technologies, while also making the customer benefits clear and quantifiable. In 2013, this effort was kicked off in two segments: schools and warehouses. These templates will be created and disseminated in 2014, and PG&E will work to expand into other categories with high market savings potential and clear needs from the contractors.

CODES & STANDARDS

BUILDING CODES

The California IOUs work closely with the California Energy Commission and other outside stakeholders to create and implement updated building codes for the state. 2013 was a big year for changes in the building code. PG&E worked specifically to help influence the following new or updated 2013 building codes that impact Lighting.


NON-RESIDENTIAL LIGHTING: 2) Clarification and simplification of existing language; removing exceptions no longer relevant. (Section

130.0-130.5, 140.6-140.8)

3) Lighting control devices moving from Title 24 to Title 20; Lighting control systems shall now be acceptance

tested for Title 24. (Section 110.9(b) & Section 130.4(a))

4) Nonresidential indoor lighting, advanced multi-level lighting controls (controllable ballasts) increased in

granularity (in addition to ON/OFF, increasing from one intermediate level to three intermediate levels or

continuous dimming), favoring dimmable ballasts for linear fluorescent lighting systems. These controls

will allow precise and non-interruptive adjustment of lighting to match the available daylighting, and

provide dimming and demand response function throughout the building. (Section 130.1(b) & Section

130.1(a) 2C)

5) Enhancing, modifying, and adding to the prescriptive and mandatory daylighting control requirements;

daylighting language significantly simplified. (Section 130.1(d) & (Section 140.6(d))

6) Requirements for demand responsive reduction of lighting power being applied to smaller spaces.

(Section 130.1(e))

7) Mandatory Automated Lighting Controls and Switching Requirements in Warehouses and Libraries -

Require the installation of occupancy sensors in warehouse aisle ways and open spaces, and library stack

aisles. (Section 130.1(c)6A & B)

8) Mandatory automated lighting controls and switching requirements for hotels and multifamily building

corridors - Require the installation of occupancy sensors in corridors and stairwells in lodging and

multifamily buildings. (Section 130.1(c)6C)

9) New mandatory occupancy sensor and daylighting controls in parking garage spaces. (Section 130.1(d)3)

10) Increased requirements for multi-level lighting controls for nonresidential outdoor lighting. (Section

130.2(c)3B)

11) Alternate path to comply with existing outdoor lighting cutoff (shielding) requirements, phasing in the

new Backlight, Uplight, Glare (BUG) requirements. (Section 130.2(b))

12) Reduction of allowed lighting power density for some nonresidential indoor and outdoor lighting

applications. (Section 140.6(c) and Section 140.7(d))

13) Tailored lighting revisions - Reduce the allowed LPD for Floor Display, Wall Display, and Ornamental

Lighting under the Tailored Compliance. Section 140.6(c)3I, J & K)

14) Plug load circuit controls - requiring automatic shut-off controls of electric circuits that serve plug loads,

including task lightings, in office buildings. (Section 130.5(d)1)

15) Hotel/motel guest room occupancy controls for HVAC and lighting systems - requiring installation of

occupancy controls for HVAC equipment, and all lighting fixtures in hotel/motel guest rooms, including

plug-in lighting. (Section 120.2(e)4 & Section 130.1(c)8)

16) Indoor lighting alterations - reduction of threshold when lighting alterations must comply with the

Standards, from when 50% of the luminaires are replaced, to when 10% of the luminaires are replaced.

Consistent with proposed changes to ASHRAE 90.1-2010. (Section 141.0(b)I & J)

PROPOSALS FOR 2016 BUILDING CODES The Codes & Standards team is working to develop the following building codes as part of 2016 Title 24:

Nonresidential Indoor Lighting Power LPDs

Nonresidential Lighting Controls: Partial-On Occupancy Sensors

Outdoor lighting LPA

Outdoor lighting controls (Including Bi-level controls)


APPLIANCE STANDARDS Developing 2 commercial Phase 1 proposals for T-20 (potential effective date: 2016) Advocated changes to 5 commercial DOE lighting related standards in 2013 Advocating 5 commercial lighting DOE standards in 2014

COMPLIANCE IMPROVEMENT Developed and delivered three new 2013-based courses, including: Retail, Office and Residential T24

lighting essentials

Developed lighting design guides as a companion piece to the above courses

Hosted five web-based “Decoding Talks” on nonresidential lighting control code requirements

Developed series of fact and trigger sheets, including:

Trigger Sheet: Lighting Controls Alterations

Trigger Sheet: Lighting Controls New Construction

Trigger Sheet: Nonresidential Interior Lighting Alterations

Trigger Sheet: Nonresidential Exterior Lighting

Fact Sheet: Nonresidential Lighting Mandatory Controls

Fact Sheet: Nonresidential Daylighting & Daylighting Controls

Fact Sheet: Nonresidential Lighting Controls for Credit


EXTERIOR LIGHTING ACTIVITIES

The LMT Program is strategically involved in many exterior lighting activities across various programs throughout the IOUs. This section highlights a select few of these activities impacting the exterior market sector. All efforts are coordinated across all the IOUs through the LMT Program, except for targeted and region‐specific localized activities. The lead IOU is listed with certain activities where applicable. A full list of IOU exterior lighting activities is provided in the Lighting Activity Workbook.

DEEMED LED REBATES – PG&E

In 2013, PG&E launched numerous LED deemed measures for the Core and partnership programs. Deemed rebates help to dramatically scale customer adoption of rebates because they are easier and clearer. As a result, the Lighting team has focused on moving rebates for major LED product categories from the calculated programs into deemed/prescriptive offerings. New or updated exterior LED products that were launched in 2013 included the following:

LED Exterior Area Lights, including the following Design Lights Consortium product categories: o Outdoor Pole/Arm-mounted Area and Roadway Luminaires o Outdoor Pole/Arm-mounted Decorative Luminaires o Outdoor Wall-mounted Area Luminaires o Bollards o Fuel Pump Canopy Luminaires o Parking Garage Luminaires

PG&E will continue to offer more LED deemed rebates in 2014 and beyond as products improve and categories advance.

EXTERIOR OCCUPANCY SURVEY – PG&E

Occupancy-based adaptive lighting is an evolving strategy that improves energy efficiency in both indoor and outdoor applications. This energy-savings strategy is most effective in spaces with intermittent occupancy patterns during evening and nighttime, and minimum light requirements for safety or other reasons, such as parking lots and garages, building perimeter and local auxiliary areas such as courtyards, and pedestrian pathways. As occupancy-based adaptive outdoor lighting is demonstrating promise for significant energy savings, utility companies are interested in supporting extensive implementation through rebate and incentive programs. As rebates and incentives are based on potential energy savings, Bonneville Power Administration (BPA), Pacific Gas and Electric (PG&E) and Southern California Edison (SCE) initiated a research project focusing on quantifying occupancy patterns in different space types and locations to better understand energy savings potential. The project includes three phases:

Phase 1: Develop initial methodological approach for determining outdoor occupancy profiles – Completed in December 2011

Phase 2: Evaluate and finalize methodological approach through implementation in a small number of selected spaces – In final stages; this document is the final report.

Phase 3: Implement final methodological approach in a large number of outdoor spaces to generate required information for utility incentive and rebate programs – To be discussed after completion of Phase 2.

Phase 2 will be completed in 2014, and Phase 3 will be considered in future program years.


PLASMA AND WIRELESS CONTROLS – PG&E

This study compared the performance of a test installation of Light Emitting Plasma (LEP) lighting and a wireless lighting control system, to an incumbent High Pressure Sodium (HPS) lighting system. The test facility was a high mast application at a study site in northern California. The study estimated power consumptions and energy savings resulting from the installation of LEP fixtures in place of the existing HPS fixtures, as well as the potential savings available from the wireless control system installed with the LEP fixtures. In addition, the study assessed illuminance levels and the visual quality provided by the LEP fixtures. The study compared the performance of three successive versions of the LEP fixture, as incrementally improved fixtures were installed at the site over the course of the study. Overall, LEP lighting represents a significant reduction in power consumption over HPS in high-mast applications. LEP lighting at full power uses less than half the power of the HPS lighting at full output. However, the LEP fixtures draw a small amount of power when the fixtures are turned off. In addition, when light levels are reduced during low activity nights at the site, the combination of the LEP lighting and wireless control system provides an energy savings of 67% compared to the incumbent HPS. The controls also provide 32% savings over the LEP fixtures without controls. The team used calculated mesopic illuminance to evaluate light levels at the study site because mesopic illuminance more accurately describes visual performance in exterior night time conditions than traditional photopic illuminance. Results show that LEP lighting provides less illuminance than the existing HPS fixtures. Despite the lower light levels at the site, most employees at the site surveyed for the study reported that the LEP lighting appears brighter than the existing HPS lighting. For the area most directly impacted by the LEP pole the average mesopic illuminance is 51 lux, which is slightly less than the minimum average of 54 lux required by the Occupational Safety and Health Administration (OSHA).

XENON LAB TESTING – PG&E

In response to quality questions from customers, PG&E instituted a long-term lab test on xenon lamps to determine their performance and reliability over time. This project is being housed at and run by the California Lighting Technology Center. We plan to continue looking at these products through 2013 and into at least 2014.

EFFICIENT GAS STATION CANOPY LIGHTING RETROFIT – SDG&E

One of the most common ways for gas stations to attract customers is to light up the canopy as brightly as possible, since the belief is that a well-lit under-canopy will likely attract customers. The San Diego Gas & Electric’s (SDG&E) Emerging Technologies Program (ETP) conducted a Bi-Level Gas Station Lighting Technologies project to understand this concept and to capture the following objectives:

Determine the energy efficiency and demand reduction potential of bi-level LED and induction for gas

station under-canopy lighting as compared to MH lighting system, and contribution to California’s AB32

Determine customer acceptance of bi-level lighting attribute at gas stations

A side-by-side comparison was done with the conventional technology, MH HID, and the emerging technologies, LED and induction. Based upon pump island occupancy, the bi-level light sources would allow for the under-canopy lights to be further dimmed to a light level acceptable to the station’s owner, allowing for electric load reduction. The under-canopy lighting was originally lit by MH lamps. The lights operate 2,904 hours annually (8 hours per day). The MH lamp drew 288 W. The LED consumed 136 W resulting in 53% less power and induction consumed 123 W, resulting in 57% less power.


The results of the demonstration showcase project are in favor of the LED and induction solutions as more efficient lighting solutions for gas station under-canopy lighting applications than MH. Based upon the findings of this project and LED and Induction Lighting technologies’ potential, it is recommended that future projects consider the following:

A survey of patrons may provide valuable insight into the impact of lighting on visual comfort, perceived safety, and desirability of “pulling into” a station

Impact of lighting on sales, gasoline as well as convenience store items

Impact of selected lighting technology and luminaire on glare and light trespass


APPENDICES

APPENDIX A

PEC Lighting – 2013 3 channels of knowledge, 5 workshops

PEC Lighting 2013 for the CPUC.pdf

statewide lighting market transformation program … · (pg&e) and san diego gas and electric...

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