The Energy Efficiency Groupware ApplicationPresentation to CALMACDecember 15, 2004

Presented byTim Drew – CPUCWayne Hauck, Ashish Goel, Jay Bhalla – Intergy CorpVenky Ravirala, Terry Fry – Nexant Inc.

Overview

• Purpose of this Presentation• Background• Purpose of EEGA• EEGA Development Process

– Structure/Goals of EEGA– Implementation– Current Status

• Solution• Reports (Demo)• Plans for 2005• 2006 – 2008 Planning

Purpose of Presentation

• To Inform CALMAC of the Project Purpose and Status

• To Encourage Ideas for Useful Future Applications for EEGA

Background – EE Program Reports

• 1998 - 2001– Program reports were printed and bound volumes– Program reports were delivered on an annual basis – Limited ability for reader to drill down into the numbers

Marginally Satisfactory for Oversight of 4 Regulated Companies

• 2002 – 2003– CPUC bids out approx $100 million in PGC funds– CPUC Staff responsible for oversight of 14 statewide

programs and 55 “local” programs. Non-IOU contracts managed by utilities.

– Number of Program Implementers increased from 4 utilities to 45 separate entities

– Reports take form of workbook (quantitative information) and narrative (qualitative information)

– Reports are emailed quarterly to CPUC staff, utility contract managers, and R01-08-028 service listNot Ideal for Oversight of 50 Disparate Organizations and Limited Staff Resources

Background – EE Program Reports (cont.)

• 2004 - – D. 03-04-055 (April 2003) sets aside funding for

EEGA – CPUC Staff again pick approx $100M in programs– CPUC maintains existing reporting system

(Workbook & Narrative), revised and adapted for 04-05 Monthly reporting of programs.

– Planning for EEGA begins in August 2003. Some funding and effort goes into developing interim system to manage 04-05 program proposals.

– Proposal Evaluation Application (PEA) developed by Intergy for helping manage the selection process.

Background (cont.)

– Intergy selected to determine business requirements for EEGA, develop RFP, and manage deployment.

– Nexant selected as EEGA developer in Dec. 2003.

Purpose of EEGA

• Program Report Tracking– Document Repository for Program Reports– Automated Filing and Organizing of Electronic Documents

• Program Management– Tracking Agreement Representative and Program

Monitoring Assignments

• Program Oversight– Assists staff in fulfilling CPUC’s oversight responsibility

• Program Accountability• Fiduciary Oversight• Monitoring Program Progress

• Database of Program Costs, Impacts, and Activity– Presenting Summary Data on Program Portfolio at the

Press of a Button

EEGA Development Process

EEGA Development Process

• Structure/Goals of EEGA– Program Report Tracking

• Reports uploaded to EEGA by program implementers • Document repository contains approved program plans,

report workbooks, report narratives, and supporting documentation

– Program Management• Submittal of report for non-IOU programs triggers report

review and invoice payment. EEGA keeps a record of the approval, what was approved, and when.

– Program Oversight• Program accountability is maintained with record of program

budgets, costs, EE measures, and other program activity • Staff can login to EEGA to review program implementation

status• Up to date record of what the money is being spent on and to

what effect

EEGA Development Process (cont.)

• Structure/Goals of EEGA (cont.)– Database of Program Costs, Impacts, and Activity

• EEGA will extract content of report workbooks to SQL database

– Program budget (using CPUC prescribed standardized budget)

– Program expenses– Projected/actual program costs and benefits (ex ante)– Energy efficiency measures forecasted/implemented by

program– Energy savings forecasted/claimed by program– Program activity goals/achievements (audits, classes,

marketing effort, etc.)– Program evaluation schedule– Program subcontractors, expected tasks, and costs– Program staff, responsibilities, and effort

EEGA Development Process (cont.)

• Implementation– SCE holds contracts– Project implemented by Intergy and

Nexant – EEGA resides on servers at the CPUC – EEGA uses a workflow engine to organize

user and role based reporting and access rights

EEGA Development Process (cont.)

• Current Status– Programs are submitting reports to EEGA in a

timely manner• A few exceptions due to unforeseen problems with

using Excel as a data collection tool, application bugs, user issues.

• ED will be working with program implementers and utility contract managers to ensure we have data through the month of November (by the end of Dec)

– Next EEGA update to be completed in December

• Data extraction from workbooks to database• 20 preformatted reports summarizing program data

and activity on EEGA

Solution

SQLServerSQL

Server

• MSFT Windows OS• IIS 6.0• Teamplate for .NET 4.0• Crystal Reports

CPUC Hosted

INTERNET

IOU/Non-IOU

Users

CPUC ED

EEGA/Web Server

EEGA/Web Server

INTERNETPublic WebsitePublic Website

Public

Reports – Search & Filter

Reports – Advanced Filtering

Reports – Report Selection

Sample Program Goals Report

EEGA Honored

2005 Plans

*$150,000 maintenance and enhancements budget to cover 2005*

•Client side validation of excel workbooks•Update to report workbooks (fine tuning

standard budget, measure categories) •Additional reports as required

– Additional reports for CPUC staff– Development of reports specified by CEC, ORA

(budget permitting) and IOUs (using program budgets)

– Options for data dump (IOUs, CEC, ORA, other parties)

2005 Plans (cont.)

• Help Desk available for users beginning in January:EEGA support websiteTel No: (866) 862-1353Email: EEGA@intergycorp.com

• Alternatives to excel (flat files, xml files) – Pilot

• Preparing for 2006 (budget permitting) – Admin decision will likely impact configuration of EEGA– Proposal Evaluation Application may be incorporated as

a module within EEGA

• Access for general public (reports only)

2006 – 2008 Planning

• EEGA will adapt to the final Decision for 2006-2008 Administrative Structure

• Flat File structure for submission, instead of workbooks, being considered for 2006-2008 Programs

• Proposal Evaluation Application may be incorporated as a module within EEGA

• Integration, where appropriate, with other applications and data sources including M&E reports, Historical Data, DEER, evaluation results

• Increased Reporting functionality for IOUs, CEC, CPUC, and Public.