ush2o annual meeting 2012 orlando - energy.gov · utility support for program development and...
TRANSCRIPT
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USH2O Annual Meeting
Solar Power International September 10, 2012
Orlando, FL
Utility Solar Water Heating Initiative
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Welcome
Thanks for joining us!
Cosponsors – SEPA and SEIA
USH2O partners
Other solar heating & cooling stakeholders
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Key Partnerships
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Utility Solar Water Heating Initiative
Organized in 1992
Mission
To facilitate the successful launch and implementation of utility solar heating and cooling programs
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419 Partners
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SWH Programs -New Partners
Utilities
NV Energy
Long Island Power Authority
Brant Renewable Energy
Electric & Gas Industries Association
State & City Organizations
Arizona Solar Center
District Department of the Environment
California Center for Sustainable Energy
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Solar Thermal Industry -New Partners
Solar Thermal Industry
Insource Renewables
Solar Renewable Solutions
Valverde Energy
BEAM Group
EnerWorks
Johnson Controls
SunEarth
SunReports
SunMaxx Solar
Southern Energy Management
FLS Energy
ThermaSun
Solar Thermal Industry
Amatis Controls
ICF International
Ergsol
Rusforth Solar
Rheem
Cogenra Solar
Industry Support Organizations
IAPMO
SRCC
NABCEP
Admirals Bank
Northeast Region, Solar Instructor Training Network
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Services
Utility support for program development and implementation Publications Consulting with program managers
Advocacy for solar thermal initiatives RPS, REC’s – Input to proposed legislation Partnerships to promote solar thermal
DOE, NREL, SEPA, SEIA, SRCC, NABCEP, ASES, IAPMO
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Services
Networking and information exchange Monthly conference calls Annual meeting Conference presentations Webinars
Education and Outreach
Publications Website
Partners List Solar Thermal Project Database
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Join Us!
Sign “Join USH2O” list on table
Provide a business card
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Agenda
• Introductions
• NREL Welcome, Tim Merrigan
• SEPA’s Solar Thermal Initiatives, Sandra Burton
• SEIA’s SHC Initiatives: Saving and Protecting the ITC,
Manning Feraci
• OUC’s Solar Thermal Program Pauline Furfaro, Orlando Utilities Commission
• Unifying Program Design Chris Beebe, BEAM Group
• NABCEP Solar Heating Installer Resource Guide
Ezra Auerbach, NABCEP
• USH2O Wrap-up & Networking
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Introductions
Name &
Organization
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NREL Welcome
Tim Merrigan
Technical Project Leader
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SEPA Initiatives
Sandra Burton
Regional Director, Eastern U.S.
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SEIA SHC Initiatives – Saving and Protecting the ITC
Manning Feraci
VP, Legislative Affairs
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Orlando Utilities Commission
Pauline Furfaro
Renewables Coordinator
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BEAM Energy & Engineering
Chris Beebe
CEO
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NABCEP
Ezra Auerbach
Executive Director
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Coming Soon…
USH2O Conference Call
Mon. Oct. 8, 3 p.m. Eastern
Solar Today article
Keys to Successful Solar Water Heating Programs
October/November issue
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SPI Solar Heating & Cooling Events
Mon., Sept. 10 2:00-4:00pm SEIA annual membership meeting (SEIA members only)-
Convention Center, Room 109AB
5:00pm The State of the Solar Industry opening session- Convention Center, Valencia Ballroom
Tues., Sept. 11 8:30am-10:00am Solar Idea Swap: Solar Training, Workforce
Development and Licensure (with co-speaker Ezra Auerbach, NABCEP)- Convention Center, Room 308A
10:30am-12:00pm Washington Update- Legislation and Regulation that Could Affect You- Convention Center, Room 304E
1:00-4:00pm E44.25 Heat Meter Standard Meeting- Clarion Inn & Suites at International Drive, Manatee/Dolphin Room; pre-registration required; free event; contact James Critchfield ( mailto:[email protected] ) for more info
2:30-4:00pm The Sunshine State or the Unshine State? Florida Solar Market and Policy Issues- convention center, Room 311G
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SPI Solar Heating & Cooling Events
Wed., Sept. 12
12:00pm-1:30pm SEIA SHC Division In-Person meeting (SEIA members only)- Convention Center, room 203A
1:30pm-3:00pm An Update on Solar Heating and Cooling- Convention Center, Room 304G
4:00-5:00pm Keynote Speaker: Former President Bill Clinton, Valencia Ballroom
Thu., Sept. 13
10:30am-12:00pm Solar Heating & Cooling: Innovations in Financing and Policy- Convention Center, Room 304A
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What’s Next?
Networking – in this room
Copies of NABCEP Solar Heating Installer Guide available
See Vaughan Woodruff
Copies of ENEREF publications available
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Contact Information
Chip Bircher
USH2O Coordinator
(920) 498-7100
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R E L I A B I L I T Y • A F F O R D A B I L I T Y • E N V I R O N M E N T A L S T E W A R D S H I P 1
OUC’s Solar Thermal Program September 10, 2012
Pauline Furfaro, Renewables Coordinator
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2 R E L I A B I L I T Y • A F F O R D A B I L I T Y • E N V I R O N M E N T A L S T E W A R D S H I P
About OUC
• Began serving utility customers in 1923
– Currently serving nearly 225,000 customers throughout
Orange and Osceola counties
• Provides electric, water, lighting and chilled
water services
• Governed by a five-member board that includes
City of Orlando Mayor
• Second largest municipal utility in Florida
• 16th largest in the nation
• Generation capacity of 1,850 Megawatts
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3 R E L I A B I L I T Y • A F F O R D A B I L I T Y • E N V I R O N M E N T A L S T E W A R D S H I P
OUC’s Renewable Energy Business Objectives
• Balance sustainability with affordability
and reliability
• Provide a hedging strategy against
potential regulatory requirements
through the acquisition of renewable
energy credits (RECs) and carbon
offsets
• Leverage state and federal incentives
offered to encourage the development
of customer-sited assets
• Offer an option to customer requests
for environmentally-friendly energy and
water investments
• Pursue least-cost planning for future
energy and water investments
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4 R E L I A B I L I T Y • A F F O R D A B I L I T Y • E N V I R O N M E N T A L S T E W A R D S H I P
OUC’s Solar Thermal Pilot Program
• Program was launched in 2007 - available to residential and commercial customers
• Required a Solar Agreement
• Required solar installer to install OUC provided BTU Meter Kit on the solar Thermal system
• OUC provided a $250 credit on customer bill to cover the installation cost of the BTU Meter
• OUC provided a monthly production incentive of $0.03/kWh on customer’s OUC bill
• OUC retained ownership of the Renewable Energy Credits
• Included a solar loan option for residential customers
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5 R E L I A B I L I T Y • A F F O R D A B I L I T Y • E N V I R O N M E N T A L S T E W A R D S H I P
OUC/OFCU Solar Loan Program
• OUC partnered with the Orlando Federal
Credit Union (OFCU) to provide low
interest solar loan options
– Available to residential customers only
– Available for PV and Thermal projects
– OUC pays a portion or all of the interest
on the loan depending on the loan term
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6 R E L I A B I L I T Y • A F F O R D A B I L I T Y • E N V I R O N M E N T A L S T E W A R D S H I P
OUC/OFCU Solar Loan Program
Solar Thermal
Systems
(Up to $7,500)
Term Rate
36 Months 0.00%
60 Months 2.75%
84 Months 4.00%
Solar PV Systems
(Up to $20,000)
Term Rate
36 Months 2.00%
60 Months 4.00%
84 Months 4.75%
120 Months 5.50%
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7 R E L I A B I L I T Y • A F F O R D A B I L I T Y • E N V I R O N M E N T A L S T E W A R D S H I P
Solar Thermal Pilot Program Review
Completed a program review in mid-2011
• Total Participants – 317 – 311 residential
– 6 commercial
• Total Capacity – 836 kW – 659 kW residential
– 177 kW commercial
• Total Solar Thermal Loans – 72 – 23 percent participated in the solar loan
– 8 percent opted to pay loan on OUC bill
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8 R E L I A B I L I T Y • A F F O R D A B I L I T Y • E N V I R O N M E N T A L S T E W A R D S H I P
What We Found
Internal challenges
• Meter reading errors – Meter Readers were
reading the digits after the decimal point
(like demand meters)
• Billing errors – Reading after the decimal
point caused an exception error in billing
• Lack of control – OUC relied on the installing
contractor to make repairs
• Increase in administrative time – Trouble
shooting and coordinating return trips
• Start-up solar contractors – Increased
negative feedback from customers using
contractors new to the industry and OUC’s
Solar Thermal Program
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9 R E L I A B I L I T Y • A F F O R D A B I L I T Y • E N V I R O N M E N T A L S T E W A R D S H I P
What We Found (cont.)
External challenges
• Identified an upward trend in meter maintenance calls and cost
• Of the 311 residential participants – 31 percent required field maintenance
• 15 percent due to meter kit failure
• 16 percent due to installation errors
– 3 percent required multiple site visits
• Cost of customer participation – $775 initial cost
– $1,200 initial cost, one maintenance call
– $1,600 initial cost, two maintenance calls
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10 R E L I A B I L I T Y • A F F O R D A B I L I T Y • E N V I R O N M E N T A L S T E W A R D S H I P
Where We Decided to Go
• Residential customers
– OUC offers an upfront
point-of-sale rebate
– $1,000 rebate for customers who do not
finance with a low interest loan
– $550 rebate for customers who finance
with a low interest loan
– Customer must use an OUC Preferred
Solar Contractor
– No Solar Agreement required
– No BTU Meter Kit required
– OUC’s value of the solar systems shifts
from RECs to conservation credits
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11 R E L I A B I L I T Y • A F F O R D A B I L I T Y • E N V I R O N M E N T A L S T E W A R D S H I P
How We Got There
• Removal of 338 BTU meter kits
– Contracted with existing Solar Preferred
Contractors to remove OUC equipment
• Remove solar service from all participating
customer accounts
• Buy out the customers’ initial term of the
existing solar agreements (example)
• $1,000 new incentive
• - $300 production credits earned to date
• $700 credit on customers account
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12 R E L I A B I L I T Y • A F F O R D A B I L I T Y • E N V I R O N M E N T A L S T E W A R D S H I P
How We Got There (cont.)
• Change program to require customers
to select an OUC Solar Preferred
Contractor to participate in the new
solar program
• Train the Solar Preferred Contractors
on the point-of-sale sale and
reimbursement process
• Update marketing material, brochures,
agreements, websites
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13 R E L I A B I L I T Y • A F F O R D A B I L I T Y • E N V I R O N M E N T A L S T E W A R D S H I P
Where We Are Today
As of today, we have:
• Total participants – 385 – 378 residential
– 7 commercial
• Total capacity – 994kW – 796 kW residential
– 198 kW commercial
• Processed 67 rebate applications totaling $66,550
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14 R E L I A B I L I T Y • A F F O R D A B I L I T Y • E N V I R O N M E N T A L S T E W A R D S H I P
Lesson’s Learned
• Recognize the need and take action to correct course
• Protect the customer experience
• If using BTU meters and retaining RECs, find a way to manage maintenance in-house
• Pros of the new program – Higher penetration in the first six months
– Improved customer solar experience
– Lower program management costs
• Cons of the new program – Customers lost ability to track production
through BTU meter
– It is now a conservation program and does not count toward our renewables goals
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15 R E L I A B I L I T Y • A F F O R D A B I L I T Y • E N V I R O N M E N T A L S T E W A R D S H I P
Contact Information
Pauline Furfaro
Renewables Coordinator
Orlando Utilities Commission
www.reliablygreen.com
(407) 434-2104
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Unifying Solar Heating Programs
BEAM Energy & Engineering Boston, MA Chris Beebe, PE
[email protected] 781-439-5239
September 10, 2012
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BEAM & Solar Heating Industry
• 10 years experience of energy industry experience in utilities, ESCO, and consulting capacities.
• We successfully provide solar heating program consulting and support services.
• We work with customers, program administrators, contractors, and manufacturers all in equal parts.
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Presentation Outline
• Why are Unified Solar Heating Programs Important?
• Solar Program Modules
• How do we shift towards “plug and play” Solar Heating Programs?
Prepared by: BEAM Energy & Engineering, www.beamgrp.com
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What are Unified Solar Programs?
What is the condition? 50 states, with 1000s of utilities (i.e. potential program administrators), differing programs create ‘micro-markets’ that are usually non-transferrable across states or territories, hindering business growth.
How do we fix it? Create a platform where program components can be optimized, shared, and taken ‘off the shelf’ in a plug and play capacity, and then customized to localized conditions as necessary.
Prepared by: BEAM Energy & Engineering, www.beamgrp.com
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Why Unified Solar Programs?
1. Better Investment for Program Administrators – Faster to market and can control costs better by reducing unknowns and using proven methods.
2. Consistent programs allow for manufacturers and vendors to make consistent investments in their business strategies.
3. Fosters stronger, more consistent, and easier to understand messaging to stakeholders.
Prepared by: BEAM Energy & Engineering, www.beamgrp.com
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Solar Programs Module
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Modules May Include…
1. Program Design 2. Construction Incentive Basis 3. Design Reviews and Inspections 4. Workforce Development 5. Sales and Marketing 6. Feasibility / Engineering Studies 7. 100% Project Funding RFPs 8. Continuous Troubleshooting 9. Performance Monitoring Market Transformed
Prepared by: BEAM Energy & Engineering, www.beamgrp.com
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The Case for Comprehensive Programs
1. ‘Trickle-down’ capital construction grants are difficult to direct in complex or nascent industries. There is no magical benefit-to-cost price point or elasticity that has yet been established for solar heating.
2. Address known problems directly. 3. Targeted and integrated program efforts build a
robust foundation by fostering transparency, quantifiable metrics, and flexible options for growth.
4. Communicative leadership allows for industry gains to be shared and reinvested up and down channels.
Prepared by: BEAM Energy & Engineering, www.beamgrp.com
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Program Design
• Understanding market metrics and proper incentive structure • Ensuring participation • Managing costs – including administration, construction and industry grants, and technical consultants • Proper risk management • Long-term market growth strategy • Exit strategy
Prepared by: BEAM Energy & Engineering, www.beamgrp.com
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Construction Incentive Basis
Based on: • % of Project Cost • Monitored Performance • Energy Model • Equipment (performance ratings) •Combination
Prepared by: BEAM Energy & Engineering, www.beamgrp.com
Primary Benefit Secondary Benefit
Buy down upfront system cost Provide confidence to consumers
that administrating authority supports technology
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Design Reviews and Inspections
• Professional support and validation • Capturing issues upstream before construction • Identifies potential liability issues • Code and program compliance • Operating as designed • Integrate inspections with remote monitoring and alerts
Primary Benefit Secondary Benefit
Catch design and program requirement issues early
Protect installation investment – Customer and
Program
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Workforce Development
• Subsidized entry positions for solar heating companies (i.e. $12.00/hr subsidy for 400 hours)
Primary Benefit Secondary Benefit
Decrease risk to company when looking to expand
Provide entry point for individuals into workforce
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Sales and Marketing
• Build solar heating company sales and marketing staff before (or in conjunction) with dedicated “marketing firm” efforts.
Prepared by: BEAM Energy & Engineering, www.beamgrp.com
Primary Benefit Secondary Benefit
Find more customers and close sales at a higher rate
Marketing strategy analysis tends to constructively build
out business plans
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Feasibility / Engineering Studies
• Large companies are generally risk adverse, complex customers; large projects are inherently risky, engineering studies are needed to bridge that gap • Require hot water monitoring, structural analysis, equipment layouts, and financial analysis of project
Prepared by: BEAM Energy & Engineering, www.beamgrp.com
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Feasibility / Engineering Studies
Prepared by: BEAM Energy & Engineering, www.beamgrp.com
Primary Benefit Secondary Benefit
Identifying critical issues prior to
contract, sizing system accurately.
Best method to direct market towards sophisticated or
complex customers
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Feasibility / Engineering Studies
Small Medium Large Very Large
Customer Load Hot Water / Yr (therms) 500 5,000 50,000 500,000 Produced Savings by SHW (therms) 175 2,100 26,000 315,000
Feasibility Study Cost $2,500 $5,000 $10,000 $15,000 Likelihood of Moving to Construction - Gas 10% 10% 10% 10%
Cost of $ feasibility / therm $78.46 $13.077 $2.112 $0.261
• With proper customer screening criteria, feasibility funding can be one of the most cost effective program investments • Customer or targeted load size can have bigger impact on program cost-effectiveness than fuel displaced.
In Massachusetts: 43 customers, totaling over 21 million therms of annual usage, had studies funded. This translates to $100 million in potential solar heating projects if only 10% gets constructed.
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Feasibility / Engineering Studies
• 80/20 Rule – 80% of energy savings will be from 20% of projects...
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100% Project Funding - RFP
• Design, Bid, Construction Manage, Track Performance • Bidding process accelerates contractor development (even if companies don’t respond, RFPs are still being read). • Ensures competitive bidding and high quality projects • Gains market traction and new institutional customers • Builds existing and new contractor experience base in safer environment
Prepared by: BEAM Energy & Engineering, www.beamgrp.com
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Reviewing Bids
Prepared by: BEAM Energy & Engineering, www.beamgrp.com
• Eliminate missed components • Can compare and understand bids more easily • Allows for independent component cost analysis • Reduce change orders • Compare apples to apples • We have solicited over 110 detailed bids
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Continuous Troubleshooting
a. Resolves operational issues identified with remotely accessible performance monitoring system
b. Increases delivered energy through continuous monitoring and alert system by ensuring uptime
c. Improves cost effectiveness of program by achieving more claimed savings
Prepared by: BEAM Energy & Engineering, www.beamgrp.com
Primary Benefit Secondary Benefit
Is system on and is it generally functioning as
expected?
Protect Investment – Customer and Program
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Performance Analysis
Prepared by: BEAM Energy & Engineering, www.beamgrp.com
• Continually adding projects to our aggregate database • Larger sample size improves significance of data set
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Troubleshooting / Resolutions
• Investing in monitoring and ongoing analysis: • Sample size - 19 projects • In last 2 months - 3 projects non-operational • 15.8% major issues rate (non-operational) • Average system cost - $131,578 • Average failure rate * system cost = Value of Monitoring • $20,775/project average for this data set
• Therefore, projects should have monitoring and it should be tracked in a centralized and accountable way.
Prepared by: BEAM Energy & Engineering, www.beamgrp.com
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Performance Analysis
• Ensuring system producing energy as expected. • Indicating and understanding abnormal operations. • Supports program evaluation and determination of incentive structures (i.e. SRECs). Compare:
1. Energy model 2. Monitored production & consumption 3. Utility bills 4. SRCC estimations (for comparative purposes only)
Prepared by: BEAM Energy & Engineering, www.beamgrp.com
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Performance Analysis
Method Description Example
A. Partially Measured Retrofit
Isolation
Savings are determined by partial field
measurement of the energy use of the system(s)
to which an ECM was applied, separate from the
energy use of the rest of the facility.
Measurements may be either short-term or
continuous.
Continuous Performance Monitoring,
Indirect with Assumed Variables
i.e. Energy Input to Storage Tank, with
assumed standby, heat exchanger, and
balance of system losses.
B. Retrofit Isolation Savings are determined by field measurement of
the energy use of the systems to which the ECM
was applied, separate from the energy use of the
rest of the facility. Short-term or continuous
measurements are taken throughout the post-
retrofit period.
Continuous Performance Monitoring,
Direct
i.e. Energy Directly Input to Hot Water
Load plus
C. Whole Facility Analysis of whole facility utility meter or
sub-meter data using techniques from simple
comparison to regression analysis.
Utility Bills
i.e. Comparing summertime fuel usage
year over year
D. Calibrated Simulation Energy use simulation, calibrated with hourly or
monthly utility billing data and/or end use
metering and/or operational conditions
TSOL, or similar Energy Model
i.e. Input
“The framework will draw off the International Performance Measurement & Verification Protocol (IPMVP). The IPMVP defines approved general procedures to achieve reliable and cost-effective determination of savings in energy and water efficiency or conservation projects. This method is the accepted and practiced protocol in the ESCO and performance contracting fields.”
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Next Steps
• Industry to provide input solar heating program platform • Program Administrators contact me at [email protected] or Jen Taylor at [email protected]
Program Module Criteria
Program Design Off the Shelf Components + Local Factors
Construction Incentive Basis Energy Model + Continuous Monitoring
Workforce Development On the Job Training Subsidies
Sales and Marketing Competitive Industry Grants
Feasibility / Engineering Studies Fund Engineering Grants Focused on
Large Customers
100% Project Funding & RFPs Design, bid, manage, track
Design Reviews and Inspections First two each installer + random
Continuous Troubleshooting All projects
Performance Monitoring Continue to Build Database
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BEAM Engineering
Copyright BEAM Engineering 2012
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NABCEPSolar Heating Programs
and ResourcesSolar Power International
Orlando, Florida
September 2012
Sunday, September 9, 2012
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Ezra Auerbach, Executive Director of NABCEP• I have a long and varied career in the
renewable energy industry. • Been involved with NABCEP since it’s
inception.• I have enjoyed the
benefits of solar heatingfor more than 25 years.
Sunday, September 9, 2012
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Agenda• NABCEP Solar Heating Programs
• NABCEP Solar Heating Resources
• Questions
Sunday, September 9, 2012
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Certified Solar Heating Installer• The “Gold Standard” for solar heating
installation professionals.• Offered since 2006.• 271 Certified Solar Heating Installers• All candidates must demonstrate
prior Solar Heating installationexperience to qualify to takethe exam.
Sunday, September 9, 2012
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Solar Heating Installer•These renewable energy professionals are
responsible to ensure that SH systems are specified correctly for local climatic conditions along with safe and professionally installation practices.
Sunday, September 9, 2012
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NABCEP Certified Installers are in high demand –
“ I am more likely to get a job over someone without the NABCEP certification. More job requests now call for NABCEP certification up front.”
Jessica Baldwin, Solar Plumbing Design
Sunday, September 9, 2012
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The Job Task Analysis covers six topic areas:• Prepare for the Project• Evaluate the Site• Plan System Installation• Install the System• Commission the System• Service and Maintain
the System
Sunday, September 9, 2012
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Solar Heating Entry Level• A new program launched this year.• Offered by more than 30 educational
organizations.• Aimed at individuals entering or
transitioning into the SHindustry.
• NOT Installer “light.”
Sunday, September 9, 2012
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The Learning Objectives cover six content areas• Conducting a site analysis
including a load Analysis.• Identifying SH safety practices,
standards, codes and certifications.
• Identifying systems for specific climates and applications.
Sunday, September 9, 2012
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The Learning Objectives cover six content areas• Identifying proper operation and installation
techniques• Identifying the proper use
of BOS components and materials
• Identifying common SH maintenance items
Sunday, September 9, 2012
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NEW - Solar Heating Resource Guide
• Helps Candidates prepare for the exam• Used by educators for study
resources in both SH Installer and EL Programs
• Authored by Chuck Marken andVaughan Woodruff
• Edited by Les Nelson• An “all star” cast of expertise
Sunday, September 9, 2012
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NEW - Solar Heating Resource Guide
• Distributed at no charge on the NABCEP website.
• Supported, in part, by sponsors who receive the opportunity to place advertisements.
• We need more sponsorsplease contact me if youwould like to help.
Sunday, September 9, 2012
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NABCEP Continuing Education Conferences• CE Credits are required for recertification• Conferences offer opportunity for
Certificants to receive high quality CE training.
• Offer manufacturers a great way to reach extremely qualified potential customers.
Sunday, September 9, 2012
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Two CE Conferences in 2012 • March 8-11 in Sacramento CA• Aimed at PV and SH
certificants • April 2012 (date TBD) in
New York• Aimed exclusively at the
SH Industry!• Want to take part?• Present, train, exhibit?
Sunday, September 9, 2012
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Sunday, September 9, 2012
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Contact InformationEzra AuerbachExecutive [email protected]
1 800 654 002156 Clifton Country Road Clifton Park, NY 12065
Sunday, September 9, 2012