The Energy Efficiency Groupware Application Presentation to

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 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 R01-08-028 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 100M 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: [email protected] 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.