2014 Agenda

Day 1, Tuesday, May 6th
8:00am - 9:30am

Registration and Buffet Breakfast

Breakfast: chef-carved pit ham, cheddar-scrambled eggs, red potatoes O’Brien, warm biscuits and home-style gravy, assorted breakfast bakeries, and fruit and granola bar.

9:30am - 9:45am

Opening Remarks
Bonneville Power Administration's Administrator will provide opening remarks for Efficiency Exchange 2014

Elliot Mainzer, Bonneville Power Administration

9:45am - 11:00am

General Session/Keynote

Behavioral finance, a multi-disciplinary field of behavioral research, neuroscience, and evolutionary biology, is providing new insights on how people make economic decisions. Why do people consistently make “irrational” decisions? How and when do people calculate long-term benefits and costs? Why do people choose a smaller reward now over a much larger reward further in the future? The answers to these questions have far-reaching implications for how utilities can increase uptake of customer incentive programs.

Greg LaBlanc, University of California at Berkeley

11:00am - 11:15am

Networking Break

11:15am - 12:30pm

Breakout Session 1

Will What Got Us Here Get Us There?: Projecting the Future of Energy Efficiency Acquisition
Looking to the future of energy efficiency, our industry faces some significant questions: Is the 30-year old model of providing incentives for energy savings a barrier to achieving our energy efficiency potential? What's next for the 130-year old utility business model in the context of distributed generation and energy efficiency's impact on retail revenues? We need to face these questions head on and decide if we must adapt or die and, if adapt, how?

Dexter Gauntlett, Navigant Research
Ross Holter, Flathead Electric Cooperative
Wade Carey, Central Lincoln PUD
Jim West, Snohomish PUD

Moderator: Matt Tidwell, BPA

Connected Appliances: Settling a New Frontier

Smart grid technology is a disruptive technology. Its development raises numerous strategic questions that should be of interest to utilities. This session will explore recent developments and discuss the risks, opportunities, potential costs and benefits to utilities and test some concepts with the audience.

Conrad Eustis, Portland General Electric
Timothy Berg, Sacramento Municipal Utility District
Ed Wisniewski, Consortium for Energy Efficiency

Moderator: Steve Bicker, Tacoma Power

Unmined Gold: Engaging Small Commercial Customers

Small commercial customers remain a relatively untapped source of energy savings. This session will provide real world examples of how to successfully engage small commercial customers, how to convince them to take action, and how you can improve response to your programs.

Bruce Herzer, Pulse Energy

Moderator: Susan Mazur-Stommen, ACEEE

Straight from the Horse’s Mouth: Hear Agricultural Irrigation Manufacturers and Distributors Talk Firsthand about their Products
What’s new in irrigated agriculture technology that helps save energy? How can utilities energize savings for the farmer and bring innovative solutions to their farm? Learn firsthand from manufacturers and distributors about future enhancements of pumps, nozzles, and more on what’s new in the marketplace and how utilities can deliver savings.

12:30pm - 1:45pm

Buffet Lunch

Lunch: Spring mix and spinach salad, cedar plank salmon, lemon rosemary chicken, roasted fingerling potatoes, white bean and ham chili with steamed white rice and corn bread muffins.

1:45pm - 3:00pm

Breakout Session 2

Speed Dating for Emerging Tech
Come to this nontraditional session that will provide a venue to showcase an array of energy efficiency emerging technologies. Attendees can wander from table to table to hear about different new technologies that interest them. Technologies showcased range from near-term prospects for utility programs like clothes dryers and combo-unit ductless heat pumps to cutting-edge research on longer range opportunities in the commercial and residential sectors.

Data Driven Marketing: Getting Bigger Bang for Your Buck

Taking the "be everything to everyone" approach to marketing is expensive and often ineffective, but a targeted message conveyed to a specific audience can work wonders. Seattle City Light, Portland General Electric, and others will provide ideas, resources and examples of how to use existing customer information or off-the-shelf tools to help you design and implement more targeted campaigns with higher return on investments.

Kristin McDaniel, Seattle City Light
Garrett Harris, Portland General Electric
Jill Reynolds, NEEA

Moderator: Becca Yates, NEEA

Yes!: Success Stories from the PNW Smart Grid Demo
The PNW Smart Grid Demonstration Project is in its final year and the 11 participating utilities have a wealth of data from their installed smart grid devices -- AMI , demand response, batteries, automated distribution, smart appliances and more. Hear what utility and customer benefits are being realized, as well as what lessons we have learned.

Warren Jones, Lower Valley Energy
Russ Schneider, Flathead Electric Cooperative
Kevin Whitener, Portland General Electric

Moderator: Lee Hall, BPA

So What do Business Customers Actually Think about EE?: A View into the Minds of Our Customers

Utilities design commercial programs hoping to appeal to our customers, but do we have a good understanding of our customers’ motivations, barriers, and constraints? This session will feature a panel of business customers providing feedback on their experiences of engaging with utility efficiency programs. The session will explore how the organizations approach energy efficiency strategies, plans, and processes and what they look for in energy efficiency investments. What are we doing right and what can we do better?

Ken Nelson, City of Kennewick Public Works
Ron Major, Washington State Department of Enterprise Services
Patrick Roberts, Sigma Management Inc.
David Wright, Kroger

Moderator: Nick Brod, PECI

3:00pm - 3:30pm

Networking Break

3:30pm - 4:30pm

Knowledge Sharing Sessions

5:30pm -8:00pm

Reception at Taverna Tagaris. Light appetizers and no-host bar.

Buses start leaving for the reception at 5:10 and return back to the Convention Center at 7:30.

Day 2, Wednesday, May 7th
7:30am - 8:45am

Breakfast Buffet/Roundtables

Breakfast: sweet ricotta cheese blintzes with forest berry gastrique, strawberry compote, cinnamon apples, vanilla cream, and scrambled eggs, skillet potatoes, and bacon.

Talk to subject matter experts about topics not covered during the scheduled program sessions. This is an informal setting where you can eat your breakfast and take part in the conversation at the same time.

8:45am - 10:00am

Breakout Session 3

You’re Getting Warmer... Smart Thermostat Pilot Update

Franklin PUD is pursuing the installation of 175 NEST smart thermostats. Puget Sound Energy and Energy Trust of Oregon also have smart thermostat pilots underway. Find out what these utilities have learned so far about thermostats, marketing, vendors, energy savings, and how this technology could affect our efficiency programs in the future.

Todd Blackman, Franklin County PUD
Dennis Rominger, Puget Sound Energy
Dan Rubado, Energy Trust of Oregon

Moderator: Bruce Manclark, CLEAResult

Stop Talking about Money: Selling Energy Efficiency isn't about Selling "Energy Efficiency"
In the energy efficiency industry we think about aMW, therms and kWh saved. Our customers do not. It's time to stop promoting energy efficiency by touting energy savings or simple payback periods. Selling efficiency requires listening to your customers' real goals (hint: saving energy is not their core business), and communicating how your product solves their problems.

Using professional sales skills with customers can unlock much greater savings - with the same programs. Join us to explore how Energy Trust of Oregon and its allies are reframing the sales process.

Ed Wales, Energy Trust of Oregon
Lee Kuhl, Evergreen Consulting Group
Nick Brod, PECI

Moderator: Brian DiGiorgio, Energy Trust of Oregon

A Council Carol: A Visit from the Ghosts of Power Plans Past, Present and Future

This session will take a look back, a look around, and a look forward to help us understand the development of the 7th Power Plan. We’ll use savings achieved toward the 6th Plan to see where we’ve been; a look around at current market conditions to see where we are now; and begin asking the big questions about the future to see where we might be headed. We’ll also take a look into the decisions that have the biggest impact on the 7th Plan conservation targets, and discuss some of the biggest issues to tackle as the Council begins the 7th Plan for the region.

Tom Eckman, NW Power and Conservation Council
Charlie Grist, NW Power and Conservation Council

Moderator: Danielle Gidding, BPA

Scaling Down: Small Industrial Strategic Energy Management
What are the challenges of scaling down a Strategic Energy Management (SEM) program for small industry? How would you define small industry? What have other program administrators learned from their small industrial SEM programs, and how they have implemented EE programs for industries with limited hours to contribute to energy efficiency? Learn how webcasts, online tools, and on-site interaction can help utilities provide a customer service offering that adds value to their energy efficiency programs.

Kari Macklin, Triplepoint
Steve Martin, ESI Cascade
Deb Young, NorthWestern Energy

Moderator: Richard Jackson Gistelli, ESI Cascade

10:00am - 10:30am

Networking Break

10:30am - 11:30am

Small Breakout Session 4

Industrial Energy Management and Information Systems (EMIS) Characterization
Strategic Energy Management (SEM) for industrial facilities shows great promise, and the Pacific Northwest has taken a leadership role in establishing program approaches with proven energy savings. A number of Energy Management and Information Systems (EMIS) support monitoring, tracking, reporting, and other SEM program functions, but to date there has been no practical means of comparing the various tools. PECI has recently completed research to better understand SEM monitoring needs and to develop an inventory of EMIS that have the potential to meet those needs. What EMIS features can benefit SEM, and what are obstacles on the potentially rocky path towards full integration?

Eliot Crowe, PECI
Nick Leritz, NEEA

Integration of Energy Efficiency and Demand Response at Industrial Facilities
Past conferences have presented the business case for demand response (DR), joint EE / DR marketing approaches and how DR impacts the distribution/transmission system. So what are utilities considering when assessing EE and DR offerings? Learn how EE and DR might interact at a specific industrial site and how to track and measure the savings and interactions. How do you analyze the interaction of EE and DR savings if a site participates in Strategic Energy Management or Track and Tune? How does a utility or industrial site determine which program to do?

Vic Hubbard, Franklin County PUD
Will Price, Eugene Water and Electric Board
John Steigers, Energy Northwest

Moderator: Jennifer Eskil, BPA

Utility Applications of Building Benchmarking Data
Energy performance information from tens of thousands of buildings is being reported to U.S. cities and states under new benchmarking programs. The coming availability and accessibility of energy performance and physical and operational building characteristics information is unprecedented. Utilities will be able to leverage the data to inform energy efficiency program design, market analysis, conservation potential assessments, and program and savings evaluation and verification. However, to unlock the power of the data, utilities must first identify and overcome organizational, legal, and technical challenges. Understand the types of data being collected, its value to the utility and its commercial customers, and how utilities can use it.

Rebecca Baker, City of Seattle
Brendan O’Donnell, Seattle City Light
Brittany Price, Northwest Energy Efficiency Council

Moderator: Andrea Krukowski, Institute for Market Transformation

HEATWISE South Everett: A Community Ductless Heat Pump Program
Snohomish County PUD, in partnership with local non-profit Northwest SEED, is conducting a pilot program to encourage installations of ductless heat pumps in their service territory. HEATWISE will build on the successful Solarize Washington photovoltaic group-purchase campaign model, leveraging the power of bulk purchasing to bring down costs for all. Like Solarize, the HEATWISE pilot is community-driven and geographically targeted. Come hear about the pilot, lessons learned to date and evaluate if this model could be applied to your programs. Plus share your feedback and creative thinking to help us make HEATWISE a success!

Katie Breene, Northwest SEED
Suzy Oversvee, Snohomish County PUD

Heat Pump Water Heaters for Cold Climates
Heat pump water heaters represent the largest savings potential for residential buildings over the next 20+ years in the Northwest. Tier 1 heat pump water heaters perform well in Zone 1 and 2 climates. Hear how Tier 2 products perform in real-world Zone 3 climates with data from NEEA’s 30-unit and 30-unit field studies.

Dave Kresta, NEEA
Jim Maunder, Ravalli Electric Coop
Jill Reynolds, NEEA

What’s Driving Residential HVAC Efficiency: Equipment vs. Behavior?
There’s no doubt that variable-speed, inverter-driven ductless heat pumps (DHPs) have the ability to improve HVAC efficiency. But after a recent review of the savings assumption by the Regional Technical Forum (RTF), other interactive effects have come to light. Consumer take-backs for greater heating comfort, cooling benefits, and the impacts of the use of supplemental fuels (wood, propane, etc.) mean significantly less savings from DHP technology alone. Let’s discuss ways to use program design and homeowner behavior to reach higher realization rates for this important space heating measure.

Poppy Storm, Ecotope
Dan Liska, Snohomish County PUD
Mark Johnson, BPA
David Baylon, Ecotope Inc.
Ben Larson, Ecotope Inc.

Demand Response: How can BPA Help You?
Do you have questions about the demand response technologies that have been tested, the evaluations that have been conducted, the current BPA demand response portfolio, or the impact the growth of demand response has on customers? This session is the place to have them answered. Come with your questions to be answered or your experiences to share in this conversation about BPA’s demand response program.

Lee Hall, BPA

Operations & Maintenance Opportunities in Commercial EE

Market transformation programs suggest commercial buildings can save 5 to 30 percent in energy consumption through high performance operations and maintenance, leveraging low- or no-cost practices. What are the most common opportunities and barriers observed? What do utilities view as the future opportunity in this area, and what are they doing to address? Which M&V challenges are most pressing and what methodologies are in play? What does the region need most to accelerate commercial building operations best practices?

Elaine Markham, Puget Sound Energy
Brad Weaver, NorthWest Energy Consulting
Bing Tso, Principal, SBW Consulting

Moderators: Sarah Hall and Kim Hughes, NEEA

Can Evaluation be a Triple Win?

Compliance-oriented program impact evaluations are an essential part of the energy efficiency business. But they are summative – documenting prior performance and focusing on savings already achieved and programs already changed. Evaluations of this nature do not focus on informing ongoing program improvement and innovation. The presenter humbly suggests that we can break out of the ‘compliance-orientation’ mold and create a ‘triple win’ of meeting compliance needs, boosting ongoing savings and improving program operations by harmonizing the data acquisition and analysis needed to support measurement, verification and evaluation.

Program delivery staff, operations staff, and evaluators are all invited to this engaging interactive session on creating evaluation processes that produce timely, meaningful, actionable, and higher value results. The presenter will draw from examples of how PSE is moving forward to create triple wins.

Jim Perich-Anderson, Puget Sound Energy

Bundle Up for Additional Energy Savings
The concept of bundling is simple: Products and services that naturally enhance each other—like chips and dip—are offered together. This is the way that our customers think about their projects. They typically bundle interior and exterior lighting, HVAC equipment and controls, or other separate energy efficiency measures together. Unfortunately, many program implementers face cost-effectiveness requirements that insist on measure-by-measure assessment. In those cases, some specific measures may not earn incentives even though the bundled measure package is cost-effective. BPA has led the move away from that measure-by-measure mindset for commercial lighting projects. They also assess Custom Efficiency projects cost-effectiveness on a project-by-project (or application-by-application) basis. Some other programs have more rigid constraints. Should we move all of our programs in that direction too? Come and join the discussion with your experience and input.

Curt Nichols, Energy Efficiency Professional
John Wilson, BPA

Improving our EE Crystal Balls through the Science of Adoption Theory
The adoption of new technological innovation typically follows a particular pattern. A better understanding of the pattern of how people adopt technology can help us better design and implement energy efficiency programs and allow us to better forecast savings. This session will summarize findings from adoption paths, and results from adoption forecasting and modeling and potential implications for program design.

Christine Jerko-Holland, NEEA
Amul Sathe, Navigant

It Seemed Like a Good Idea at the Time: Catastrophic Failures and Cautionary Tales in Marketing
Success is instructive, but failure is often more so. Failure is also much more amusing to talk about, especially when it is someone else’s. Come share your best marketing horror stories so your peers can learn from your example.

Justin Holzgrove, Mason County PUD 3
Dave Moody, BPA

11:30am - 1:00pm

Buffet Lunch

Lunch: Chicken Tinga (shredded chicken), beef barbacoa, warm flour tortillas, refried beans, Spanish rice, and fresh toppings.

1:00pm - 2:15pm

Breakout Session 5

Eat, Pray, LEDs: Transformations in How We Talk about Solid State Lighting

Across all energy sectors LEDs are flying off the shelves. Customers are speaking with their dollars, but is our industry listening? Once wary of repeating the mistakes made with CFLs, utilities with large appetites for cheap savings are trapped in a paradox as they wrestle with unlocking the potential of LEDs, while still providing the quality control that positively influences the market. Letting go is difficult, change can be scary, and embracing the unknown requires placing faith in others to do the right thing. We believe the market is ready to stand on its own. Attendees of this session will leave harmonized with a new (and simplified) set of talking points for solid state lighting which challenges the status quo and offers new perspectives worthy of such a truly awesome technology.

Joel Smith, Puget Sound Energy
John Wilson, BPA

Deer in the Headlights? Do Home Energy Audits Help or Hinder Consumer Follow Through
Home energy audits can be an effective tool for utilities to help homeowners make good decisions about energy efficiency. But, it turns out communicating audit results in a way that motivates homeowners to take action can actually be quite a challenge! This session will explore how some utilities have fine-tuned their audit approach to achieve better results.

Don Crawford, Kootenai Electric Cooperative
Luke Guistra, Puget Sound Energy
Laura Hutchings, Populus LLC

Moderator: Sarah F. Moore, BPA

It’s a Team Game: Collaboratively Achieving and Quantifying Energy Savings in the Multifamily Sector
This session will provide an overview of how a team, collaborative approach to both implementation and evaluation worked very well in evaluating and understanding the impact shell measures have on multifamily building savings. Puget Sound Energy hired an evaluator in the early stages of implementation to define a project and data collection methodology that would best identify and address evaluation challenges. It worked fantastically. What are the lessons for other programs?

Ben Burton, Arrow Insulation
Jay DePree, Arrow Insulation
John Forde, Puget Sound Energy
Clint Stewart, Puget Sound Energy
Bobbi Wilhelm, Puget Sound Energy

A Brief History of Time: A Look Backat EE in the Northwest

The Northwest has a completely different energy portfolio (and some of the lowest electricity prices!) than the rest of the country. Come hear how we became what we are: dams, nuclear power, energy efficiency. Why have we been a leader in energy efficiency for over 30 years despite some of the lowest electricity prices in the country? Heroes and villains! Hubris and saintliness! Coal-eating monsters! Know your industry!

David Cohan, U.S. Department of Energy

2:15pm - 2:30pm

Networking Break

2:30pm - 4:00pm

General Session

Northwest is Best...Right? National and
Regional Trends in EE

This session will provide insight into national and regional energy efficiency trends, with a focus on what we in the Northwest can learn from these trends and what we need to get ready for. Speakers will discuss topics such as: Federal and state policies, developments and best practices in leading regions such as the Midwest and Northeast, as well as innovations in California.

Gene Rodrigues, ICF International
Martin Kushler, ACEEE
Kateri Callahan, Alliance to Save Energy

Moderators: Susan Stratton, NEEA and Lauren Gage, BPA

Day 3, Thursday, May 8th

Breakfast: On your own. Make sure to get a good breakfast before getting on the tours!

8:00am - 11:00am

Tour 1: Pacific Northwest National Laboratory Details

8:00am - 12:30pm

Tour 2: Nine Canyon Wind Farm and McNary Dam Details

7:30am - 10:30am

Tour 3: Hanford B Reactor Details

8:00am - 12:30pm

Tour 4: Columbia Generating Station Details

8:00am - 12:30pm

Tour 5: Energy Efficiency, Agriculture, and Winemaking Details

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