PROPOSED KEY PERFORMANCE INDICATORS (KPI) AND NEW REPORTING - - PowerPoint PPT Presentation

PROPOSED KEY PERFORMANCE INDICATORS (KPI) AND NEW REPORTING REQUIREMENTS

►March 20, 2019

www.ma-eeac.org Proposed KPIs and New Reporting

INTRODUCTION

►2019-2021 Term Sheet indicated PAs will report on

up to 6 additional mutually agreed upon KPIs in quarterly reports

►Presentation intended to: − Present final proposed KPIs − Describe additional PA reporting requirements

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www.ma-eeac.org Proposed KPIs and New Reporting

RESIDENTIAL KPIS

KPI Purpose

Recommendation to installation conversion rate and # of measures installed (discussions still ongoing with PAs)

• Shows success of PAs efforts to secure

customer participation

• Current calculation includes customers

with no weatherization opportunity # of measures by end use (air sealing, insulation, heating systems, air conditioners, hot water, thermostats, and lighting)

• Assesses the success of the PAs’ various

new strategies

• Aggregates data currently available and

does so in timelier manner Heating system recommendations by fuel and type (discussions still

• ngoing with PAs)
• Assesses implementation of energy
• ptimization in a timely manner

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www.ma-eeac.org Proposed KPIs and New Reporting

C&I KPIS

KPI Purpose

Ratio of lighting controls projects to total lighting projects by electric PA

• Provides timely insight into lighting

projects with controls

• Controls will be critical to maintaining

high savings levels

• Highlight best practices

Electric and gas net lifetime savings from custom HVAC projects and number of projects by PA

• Provides more timely data to

understand program performance

• HVAC savings important as lighting

market transforms a. For electric, % of non-lighting turnkey initiative savings b. For gas PAs, % of non-aerator turnkey initiative savings

• Provides insight into

comprehensiveness of C&I turnkey initiative

| 4 Note: Reporting KPIs by PA subject to MSD data protection rules. If measure counts are less than 15, results will not be reported.

www.ma-eeac.org Proposed KPIs and New Reporting

OTHER NEW REPORTING: QUARTERLY REPORTS

►Items identified in Term Sheet, Council Priorities, 3-yr

Plan, and DPU Order

►Items reported quarterly, biannually, or annually

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# of approved applicants within the moderate income initiative # of approved applicants that result in weatherization jobs # of participants by zip code broken out by:

• Res initiatives minus moderate income offering
• Moderate income offering
• Low income initiatives

Small business savings, budgets, and participation across all C&I initiatives

►PAs will report

biannually on:

www.ma-eeac.org Proposed KPIs and New Reporting

OTHER NEW REPORTING: QUARTERLY REPORTS

►Other quarterly report topics (quarterly, biannually or

annually) include :

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− Active Demand Reduction − Integrated Res Program Design − Passive house − Participants − Customer Profile Studies − Street lighting − Small business − New initiatives − Equitable participation − Data management − All fuel savings − Lawrence, Andover and North Andover (CMA) − Applying lessons learned

www.ma-eeac.org Proposed KPIs and New Reporting

DPU ORDER REQUIREMENTS: PLAN YEAR AND TERM REPORTS

►DPU Order requested PAs provide several items in

PA annual and term reports

►2019 Plan Year Report − Update on enhancements to address sector barriers, including the municipal partnership strategy − Explanation of how recommendations from administrative cost study have been adopted − Proposal for more refined MMBtu conversion method − CMA detailed report on EE in Lawrence, Andover and North Andover ►2021 Term Report − Evidence of reasonableness of non-competitively procured costs

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www.ma-eeac.org Proposed KPIs and New Reporting

DPU ORDER REQUIREMENTS: TRACKING RENTERS

►DPU order directs PAs to track and report the

number of renter participants by dwelling unit

►Additionally, DPU order directs PAs to track and

report all readily available Mass Save participant data by:

− Renter or owner status − Income-level − Primary language

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www.ma-eeac.org Proposed KPIs and New Reporting

ADDITIONAL REPORTING TO DPU

DOER/PA Report to DPU on RGGI Funding CLC/Eversource agreement on ADM EEAC recommendation if ADM agreement not reached Compliance filing

• n daily dispatch

storage program | 9

July 2019 Winter 2019/2020 DOER/PA Report to DPU on RGGI Funding CLC/Eversource agreement on ADR EEAC recommendation if ADR agreement not reached Compliance filing on daily dispatch storage

• ffer

THANK YOU

Questions?

►March 20, 2019