SB 1149 Schools Program Changes and Guideline Revisions Oregon - - PowerPoint PPT Presentation

SB 1149 Schools Program Changes and Guideline Revisions

Oregon Department of Energy Salem, OR July 8, 2015

Agenda

• Introductions
• Stakeholder process recap
• Changes to SB 1149 Schools Program
• Program pilot changes
• Next steps
• Questions

Stakeholder Meetings (2014)

• Seven (7) in-person meetings held around

state

• Two (2) online meetings (webinars) held
• 117 stakeholder comments presented
• 75 additional stakeholder questions

answered

Stakeholder Process Goals

• Make Program easier to use for all

participants

• Maintain or improve information accuracy

and reliability

• Improve Program processes
• Provide more pathways to Program

“graduation”

• Incorporate Stakeholder input

And here’s what we came up with…

Program Change - Program Work Group

Issue: No dedicated stakeholder group and forum to discuss and resolve Program issues Changes:

• Create Program Work Group
• Include stakeholders and ODOE
• Hold recurring meetings (3-6 months)
• Discuss/resolve issues that require

additional debate

Program Change – Reimbursable Administrative Tasks

Issue: Clarity on which administrative tasks are reimbursable and which are not Changes:

• Revised list of reimbursable administrative

tasks

• Reimbursable administrative costs and

associated Program requirements in Program Guidelines

Program Change – Energy Audits and Energy Audit Reports

Issues:

• Energy audit accuracy
• Energy audit cost
• Energy audit approval process time
• Clarity on expectations for energy audit

reports

• Clarity on how long information in energy

audit reports is valid

Program Change – Energy Audits and Energy Audit Reports (cont)

Issues:

• Clarity on how often an eligible building

needs to be re-audited

• Desire for targeted energy audits as a

reimbursable expense

• Better integration with other ODOE

Programs

Program Change – Energy Audits and Energy Audit Reports (cont)

Changes:

• Integrated approach

– Program Guideline changes – Energy audit and report updates – New Qualified Auditor RFQ – ODOE review enhancements

• Continual improvement

– Program Work Group – Pilot efforts

Program Change – Energy Audits and Energy Audit Reports (cont)

Issue: Simplify energy audit reports Changes:

• Reduced energy audit levels from three to
• ne
• Single template required for all Qualified

Audit Firms

Program Change – Energy Audits and Energy Audit Reports (cont)

Issue: Baseline adjustments Changes:

• Eliminate the use of baseline adjustments

Program Change – Energy Audits and Energy Audit Reports (cont)

Issues: Request for a single energy audit report template with clear expectations be developed and then required to use Changes:

• Developed an energy audit report template

that all Qualified Audit Firms must use

• Clearly defined expectations
• Required in

Program Change – Energy Audits and Energy Audit Reports (cont)

Issues: Increase efficiency and turnaround for energy audit report approval Changes:

• New Qualified Auditor RFQ with revised and

clarified requirements for energy audits and reports (applications under review)

• Single energy audit report template

developed

Program Change – Energy Audits and Energy Audit Reports (cont)

Issues: Increase efficiency and turnaround for energy audit report approval Changes:

• Reduced number of energy audit levels
• ODOE trainings for Qualified Audit Firms
• Review:

– Energy audit report/Energy efficiency measure – Improved ODOE review procedures

Program Change – Energy Audits and Energy Audit Reports (cont)

Issues: Define useful life of information associated with identified eligible measures in energy audit reports Changes:

• Most information on identified measures

may be considered reasonably valid for five to ten years

• If unsure contact ODOE

Program Change – Energy Audits and Energy Audit Reports (cont)

Issue: Targeted energy audits Proposed Changes:

• Allow targeted energy audits after all

buildings have had a whole building energy audit or a waiver

Program Change – Energy Audits and Energy Audit Reports (cont)

Issue: Frequency of re-auditing building is uncertain Proposed Changes:

• Must first have an approved whole building

energy audit or a building waiver for all eligible buildings

• Re-audit only potential measures that are

likely to be implemented if eligible

Program Change – Training and Certification

Issue: Trainings and certifications intended to improve building operations (and save energy) are not always allowed Proposed Changes:

• Allow for reimbursement of training and

certification of school staff for ODOE approved Programs

Program Change – Tier System

Issue: Tier system Proposed Changes:

• Eliminate tier system
• Allow for approved, eligible measures to be

reimbursed up to measure life

Program Change – ODOE Support

Issue: ODOE provide additional support to inform or train school staff and Qualified Audit and Commissioning Firms Changes:

• ODOE will offer trainings on:

– Program Guidelines – Reporting requirements – Energy auditing and commissioning requirements

Program Change – SID Improvements

Issue: The Schools Interactive Database (SID) is cumbersome and needs a number of fixes and enhancements Changes:

• Fix problems*
• Add features*
• Plan for additional improvements*

*Already in progress

Program Change – Program Guideline Updates

Issue: Program Guidelines need revisions, enhancements and more clarification Changes:

• Program Guidelines updates include:

– Corrected errors or inconsistencies – Better clarity and ease of use – Incorporation of Program changes

Program Change – Pilot Changes

• Early successes

– Program Process Improvements – More allowable, reimbursable expenses – Greater ease to Program “graduation” – Increased access to Energy Trust of Oregon

• Future successes?
• Future lessons learned

Next Steps

ODOE Activity Estimated Timeframe

Review Qualified Energy Audit Firm RFQs June 22 - August 31, 2015 SB 1149 Schools Program Changes Webinar July 8, 2015 SB 1149 Schools Program Work Group every 4-6 months SB 1149 Schools Program Trainings - Schools 1-2x/year SB 1149 Schools Program Trainings – Qualified Audit Firms 3x/year

Questions

Thank you

Contact information

Name Title Phone # Email

Jon Belmont SB 1149 Schools Program Lead 503.373.7947 jonathon.belmont@state.or.us Christie Sphoon SB 1149 Schools Program 503.373.7430 christie.l.sphoon@state.or.us SB 1149 Program General information 503.378.4040 sb1149.sch@state.or.us