whpa quarterly report q2 2014

WHPA Quarterly ReportQ2 2014

Membership Activity Communications Committee Activity Accomplishments

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Membership Activity

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Number of Organizations & Registrants by Category

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Note: Member and registrant counts are separate, not cumulative

Registrant to Member Ratio by Member Category

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Serve the WHPA members and people interested in the WHPA

Content weighted toward WHPA information, rather than the broad world of HVAC and of energy efficiency. Must be a link to the WHPA.

Better to be focused than cover everything. Our stats are great because of that.

70 visits early on; now between 1,200 and 1,500 per month!

Website evolved from just showing docs to minutes & work products, utility programs, pertinent industry news, and more.

Goals of website

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70 visits per month in at the beginning; now between 1,200 and 1,500 visits per month!◦ Jan. - July 2014 – 9,459 visits

Website evolved from just posting documents to a WHPA information reposition of more than 100 pages with news, popular links, a calendar that is actively accessed◦ More than 1,000 unique documents

Excellent vehicle for sharing information among interested parties.

Website evolution since first launched in 2010

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Monthly Performance Alliance Website Visits

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One reason for increased website traffic is that Committee and Working Group volunteers use the site to store and

reference documents.

Because more members and “searchers” visit, the site has become more effective as a tool

such as unveiling utility programs, drawing attention to regulatory proceedings, etc.

Highest six month website activity ever- 9,459 visits

2:46 average time on site per visit – phenomenal!◦ 26,000 minutes - total “eyeball” time on site 1H2014

Major project to reorganize and enhance content on all 19 committee and working group pages – completed in June◦ Clearly IDs Strategic Plan and 2014 SMART Goal linkage

Website is the delivery vehicle for 2014 SMART Goal #5 by Regulatory / Policy Notification Working Group

http://performancealliance.org/RegulatoryPolicyActivityandResources/tabid/451/Default.aspx

Website update - January through June 2014

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Most Popular Committee or Working Group Webpages

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Webpage Visits Visitors

Commercial QM Committee 1,017 157Standard 180 WG 643 73Executive Committee 629 113Fault Detection and Diagnostics Group 577 107

Whole Building Education Committee 568 51

Workforce Education & Training 560 79

Compliance 533 115

Residential QI 515 77

Council of Advisors 504 81

Climate Optimized 496 51

May 2014 – July 2014

Crazy Egg is a Heatmapping tool that shows where people click. It is unbiased data that shows us what’s popular and what isn’t.

The scrollmap gives more visibility to things we want people to see.

Committee and Work Products moved to homepage based on data.

Demonstration – website tools

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WHPA newsletter

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Pull Marketing (website) vs. Push Marketing (newsletter) Sent to 700 WHPA Contacts You are always welcome to submit ideas for the newsletter

Date Newsletter RecipientsOpen Rate

Click Rate

Unsub-scribed

Marked as “Junk”

June 2014 Q3 Newsletter 706 20% 4% 3 1

Apr. 2014 Q2 Newsletter 718 24% 8% 0 0

Feb. 2014 CPUC Letter 261 31% 16% 0 0

Jan. 2014 Q1 Newsletter 694 25% 9% 1 0

Oct. 2013 Q3 Newsletter 689 16% 2% 0 0

Oct. 2013 DEER Letter 226 38% 6% 0 0

June 2013 Q2 Newsletter 575 20% 2% 0 0

June 2013 June Workshops 558 22% 4% 0 0

Mar. 2013 Q1 Newsletter 566 23% 7% 0 0

Dec. 2012 Q4 Newsletter 450 25% 5% 0 0

Nov. 2012 Public Forum Letter 450 25% 6% 2 0

Oct. 2012 Q3 Newsletter 445 22% 2% 0 0

Aug. 2012 Q2 Newsletter 437 26% 8% 1 0

Jan. 2012 Q1 Newsletter 414 34% 12% 0 0

Newsletter and E-Blast Statistics



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WHPA Committee/Working Group Meetings

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Q3 2011 – Q3* 2014

*Aug. and Sep. 2014 hours forecasted

WHPA Org Chart July 2014

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Executive Committee (Q2 2014)

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• Held 3 meetings

• Appointed Committee Chairs• Bob Barks (Compliance)• Mike O’Halloran (Regulatory/IOU Notification & Feedback

WG)

• Approved Work Products• Whole Building Education Roadmap (April 2014)• CQM Standard 180 Maintenance Task Working Group

(June 2014)• Triggered Re-activation of ASHRAE Standard 180

Committee @ their summer meetings• Reviewed 2014 SMART Goal Progress, report• Heard California Technical Forum Introduction, received

“Request for Qualifications”• Heard California Energy Efficiency Industry Council intro

Executive Committee (Q3 2014)

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• Will need to approve Committee Chairs• HVAC Energy Savings & DEER

• Planning 2014 In-person Meetings• Executive, COA, Chairs• November 4-5, 2014• San Francisco Green Space

• 657 Mission Street, San Francisco, CA• Parc55 Wyndham Hotel – Union Square

• WHPA-negotiated rate

• Begin Implementation of WBE Roadmap Elements

Council of Advisors (Q2 2014)

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• Met once in conjunction with May EC meeting

• Heard WHPA Q1 2014 Report jointly w/ EC plus introduction of CEEIC

• In Search of New Chair

Council of Advisors (Q3 2014)

• Planning 2014 In-person Meetings

• Review draft content from PRWG for SP 2.0 recommendations in conjunction with Committee Chairs

COA Plan Revision Working Group (Q2 2014)

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• Held 2 meetings• Finalized work-plan for developing recommendations to

CPUC ED on California Long Term Energy Efficiency Strategic Plan (SP 2.0)

• Completed SP 1.0 Goals, compared to proposed SP 2.0 framework (“bucketing exercise”)

• Begun drafting recommendations; tentatively scheduled for release to larger audience (COA, Chairs) in August/September 2014, subsequently present to EC• First topic area to be HVAC in Whole Buildings

Compliance Committee (Q2 2014)

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• Held 2 meetings• Identified new Chair to replace Tom Garcia; Bob Barks

will transition into leadership July/August• Provided input to CPUC Research Roadmap

• HVAC Permit & Compliance Study Preliminary Results • Market Assessment

• Reviewed Title 24 2016 measures developed by SW IOU CASE Team

• Reviewed “Green It Forward” Imperial Valley pilot program for automated permitting (pilot complete, ready for more jurisdiction participation)

• Agreed to develop white paper exploring costs, implications of measures intended to improve compliance (such as equipment serial number tracking)

CQM Committee (Q2 2014)

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• Held 3 meetings• Regularly hears reports from IOU CQM Program

Managers/ Program Implementers who share details of program specifics; gather immediate industry feedback to inform design/implementation• SCE – Quality Renovation launch• PG&E – Expanded quality control in programs• SDG&E – Variable Speed Compressor measure• Participation in partial measures without full CQM

commitment• Approved CQM Standard 180 Maintenance Task WG

Report on ANSI/ASHRAE/ACCA Standard 180 (Table 5-22)• Reviewed PG&E San Ramon Technology Center ongoing

research project measuring CQM on RTUs• QM service produced measurable performance gains

• Planning joint meeting with FDD Committee

CQM Std 180 Maintenance Task WG (Q2 2014)

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• Held 11 meetings (weekly since March 2013)• Finalized detailed report of ANSI/ASHRAE/ACCA Standard

180 Required Inspection & Maintenance Tasks, Table 5-22• Immediately began detailed review of Task “n” from

Table 5-22 [Refrigerant cycle performance – charge and airflow]• Defining “acceptable performance”• No mention of airflow in Standard 180• Added airflow expertise, focus on internal/external

static pressure• Identified practice of placing adhesive sticker on

RTUs w/ specific system performance measurements for future reference (FDD / T24 CASE)• @ System Commissioning or Initial Inspection• Benchmark vs. “As Found” conditions

CQM Std 180 Section 4 WG (Q2 2014)

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• Held 3 meetings • Developing recommendations to amend

ANSI/ASHRAE/ACCA Standard 180 Section 4 “Implementation”• Clarify terminology used (e.g., equipment inventory,

maintenance plan, maintenance program)• Outline maintenance plan/agreement based on

standard• Identify barriers to market adoption; suggest solutions• Develop value proposition for standards-based

maintenance programs• Will submit draft report through CQM Committee to EC, to

be provided to re-activated ASHRAE committee to inform standard revisions, development of User Guide

CQI Committee (Q2 2014)

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• Chair Rob Falke personally recruiting committee members• Staff assisting with background information (prior

committee work, SMART Goal integration, working brief dissemination), committee recruiting

• Potential goals (SMART Goal 3 alignment)• “Installed efficiency” measures• Consideration of “self-verification” for QI• Practical guidelines for contractors/technicians to

improve baseline for installation practices• Other Chair commitments prevented meeting startup in

June, will launch late August

RQI Committee (Q2 2014)

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• Held 3 meetings• Heard ED presentations on 3 research projects, provided

immediate feedback to consultants• Impact Evaluation of RQI Programs• Impact Evaluation of Deemed Measures• Market Assessment – Existing HVAC, Building Permit

and Title 24 Compliance• Considered overview of Title 24 2013 code changes,

impacts from Sierra Building Sciences’ Russ King• Reviewing SCE Workpaper on RQI

• Original developed in 2009• Refresh assumptions, data points used• Outreach to Cal TF for possible review

HVAC WE&T Committee (Q2 2014)

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• Chair Erik Emblem on medical leave; appointed Vice Chair Daniel Jones, Working Group Chair Barbara Hernesman

• Held 1 meeting of full committee, 3 meetings of Sales Training Working Group

• Reviewed SMART Goal 6 and WE&T Sales Force & Service Working Group Gaps Report

• Developing specific steps to implement:• Sales Training Resource Clearinghouse

• Vetting criteria, review process to be included• Sales, business management, marketing foci

• Energy Efficiency Software Tools Clearinghouse• Hosting HVAC/EE Sales Trainer Teleconference

• Coordinating complementary efforts with Sector Strategy Committees (teleconference):

WBE Committee (Q2 2014)

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• Held 1 meeting (member-supported)• Focused on top priority of EC-approved WBE

Roadmap• Cataloging, evaluating and enhancing

competencies for both entry-level and experienced HVAC industry professionals

• Staff analyzing many recommendations from WBE Roadmap specifying EC as “owner”

Climate Optimized Building Codes and Equipment Committee (Q2 2014)

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• Held no meetings (member-supported)• Chair potentially in flux; future of committee

uncertain – yet new registrants still interested!!

FDD Committee (Q2 2014)

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• Held 3 meetings (+ several member-supported)• Developed 2014 goals and objectives in response to

EC resource allocation process• Reviewed 2016 T24 FDD initiatives; provided

feedback to IOU CASE team for proposed measures• Heard presentation of Purdue University (SCE/PECI)

final report concerning FDD in-field protocols• Fault Detection = Pretty Good!• Diagnostics = Needs Improvement

• Future discussions include defining what constitutes a “fault” or condition worthy of notification

• July meeting cancelled due to many committee participants speaking at Purdue University workshop “Automated FDD – Moving from R&D to Commercialization”

WE&T Commercial Sector Strategy Committee (Q2 2014)

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• Held 3 meetings • Shift from Nina Perez (SCE) to Jake Huttner (SCE) as

lead for SW IOU WE&T team• Reviewed proposed 5-part strategy from SW IOU

WE&T team, focus for committee on • Develop/disseminate training based on Standard

180 User Guide• HVAC & EE Sales Training (HVAC WE&T Comm)

• SDG&E and SoCalGas additional support to accelerate SMART Goal 6; sales trainer teleconference in July 2014

• Discussed recently-released Donald Vial Center (UC Berkeley) report “Workforce Issues and Energy Efficiency Programs”

HVAC Energy Savings & DEER Committee (Q2 2014)

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• Chair being recruited by staff, EC Co-Chair• Staff-developed draft goals/objectives for 2014

• Coordinate energy savings & DEER-related activities across WHPA committees/working groups

• Participate in DEER Update process(es)• Directly and as liaison to other comm/wg

• Develop educational webinars re: DEER, update• Assess existing/latest body of research related to

energy savings• Anticipate EC review/approval of Chair in August• Anticipate meetings begin late August• Consideration of webinar earlier related to research

input/feedback processes (SMART Goals 3 & 4)

Regulatory/IOU Notification & Feedback WG (Q2 2014)

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• Held 3 meetings• EC approved Mike O’Halloran as Chair• Reviewed SMART Goal language, intent• Determined scope of deliverables within existing

budget• Reviewed other regulatory/policy websites,

identifying desired information, characteristics• Reviewed staff-generated draft WHPA webpages that

fulfill SG deliverables• Identified additional desired staff resourcing for

WHPA members to access with questions after perusing webpages

WHPA Quarterly ReportQ1 + April 2014


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Other Accomplishments

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• ASHRAE Summer Meetings full of WHPA-related activities• Re-activation of Standard 180 Committee

• Begin revising standard• Approve development of User Guide

• Formation of Multi-Task Group (MTG)• Cross-cutting numerous technical committees• Resource to California-based groups (WHPA

Energy Savings & DEER Committee)• Seek necessary approvals for additional WHPA

spokesperson• Disseminated PG&E Permitting Study; directed feedback• Disseminated CPUC invitation to participate in

Commercial Saturation Study presentation

WHPA Quarterly Report

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whpa quarterly report q2 2014

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