The Energy Efficiency Groupware Application Presentation to CALMAC

The Energy Efficiency Groupware Application Presentation to CALMAC December 15, 2004 Presented by Tim Drew – CPUC Wayne Hauck, Ashish Goel, Jay Bhalla – Intergy Corp Venky Ravirala, Terry Fry – Nexant Inc.

Overview • • Purpose of this Presentation Background Purpose of 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 R 01 -08 -028 service list Not 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 $100 M 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 CPUC Hosted INTERNET Public INTERNET IOU/ Non-IOU Users Public Website SQL Server EEGA/Web Server CPUC ED • MSFT Windows OS • IIS 6. 0 • Teamplate for. NET 4. 0 • Crystal Reports

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 website Tel No: (866) 862 -1353 Email: 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.