STATEWIDE LIGHTING MARKET TRANSFORMATION PROGRAM REPORT

Transcription

1 STATEWIDE LIGHTING MARKET TRANSFORMATION PROGRAM REPORT JUNE 2014

2 LIGHTING MARKET TRANSFORMATION PROGRAM REPORT, JUNE 2014 TABLE OF CONTENTS Introduction... 1 LMT Program Framework... 6 Key Industry Information Gathering and Market Influence Activities Conferences, Seminars and Workshops Key Meetings National Influence Residential Lighting Activities CEC Quality LED Lamp Specification Implementation CEE Advanced Lamp Specification LED Screw-in Lamp Power Quality SCE Local and Regional Events Internet Web Trials Codes & Standards Non-Residential Lighting Activities Advanced Lighting Control Systems Emerging Technology ALCS & Advanced Lighting Activities Advanced Lighting Activities, Emerging Technology and Programs California Advanced Lighting Controls Training Program (CALCTP) Midstream Incentive Trials LED Back-Lit Menu Board Trial SCE New LED Deemed Measures PG&E LED Refrigerated Case Light program redesign PG&E LED Accelerator (LEDA) Third Party Program PG&E Lighting Education Statewide LMT Report Page i June 1, 2014

3 LIGHTING MARKET TRANSFORMATION PROGRAM REPORT, JUNE 2014 National Advanced Lighting Controls Application Certification (NALCAC) SCE Lighting Template Design PG&E Codes & Standards Exterior Lighting Activities Deemed LED rebates PG&E Exterior Occupancy Survey PG&E Plasma and Wireless Controls PG&E Xenon Lab Testing PG&E Efficient Gas Station Canopy Lighting Retrofit SDG&E Appendices Appendix A Statewide LMT Report Page ii June 1, 2014

4 LIGHTING MARKET TRANSFORMATION PROGRAM REPORT, JUNE 2014 JUNE 2014 STATEWIDE LIGHTING MARKET TRANSFORMATION PROGRAM REPORT INTRODUCTION This report is jointly submitted by Southern California Edison Company (SCE), Pacific Gas and Electric Company (PG&E) and San Diego Gas and Electric Company (SDG&E), referenced in this report as California s investor-owned utilities (or IOUs ). In July 2008, the California Public Utilities Commission (CPUC) published a plan to dramatically increase energy efficiency in California. The California Long Term Energy Efficiency Strategic Plan (Strategic Plan) calls for transformation of markets for energy consuming equipment, including lighting, to maximize energy efficiency and minimize energy consumption and the production of greenhouse gasses. On September 23, 2010 the CPUC published the Lighting Chapter of the Strategic Plan which puts forth the bold goal of reducing lighting energy consumption in California by 60%-80% by 2018 (Chapter 13.4 Strategies: The Huffman Bill AB 1109 requires California to reduce average SW electrical consumption by not less than 50% by California is looking to achieve a percent reduction by 2020). The Lighting Chapter outlines four goals: Develop and implement coordinated policies, procedures, and other market interventions that eliminate barriers, accelerate lighting market transformation in California, and provide incentives for best practice lighting technologies and systems. Define and advance best practices for design, installation, operation, and maintenance of integrated systems to achieve sustainable lighting solutions for all spaces. Create widespread end user desire for, purchase of, and use of best practice lighting technologies and systems. Develop research, development, and demonstration (RD&D) networks to create, test, and deliver the lighting solutions needed to transform California s lighting market to achieve zero net energy (ZNE) goals. The Lighting Market Transformation (LMT) program was initiated in the program cycle. This program is an element of the California IOUs efforts to actualize the goals contained within the Lighting Chapter of the Strategic Plan. The LMT program has three goals: Formalize a process by which the IOUs can rapidly introduce advanced lighting solutions and emerging technologies to the marketplace, improve existing lighting programs, and develop new program strategies; Provide better access to education and information regarding existing and emerging lighting technologies for all market actors; Formalize a process by which the IOUs can determine when a specific lighting technology has become sufficiently mainstreamed and no longer requires IOU program support. Statewide LMT Report Page 1 June 1, 2014

5 Figure 1 illustrates the Program structure. FIGURE 1: LIGHTING MARKET TRANSFORMATION DIAGRAM OF PROGRAMS Lighting Market Transformation Diagram of Programs Emerging Technologies Lighting Market Transformation Program Codes and Standards Lighting Technology Advancement Sub-Program Lighting Education and Information Sub-Program Lighting Market Transformation Sub-Program Emerging Technologies Partner with ET programs to create demand for improved lighting products through pilot programs, demonstration projects, and other activities LGP & 3 rd -Party Programs Engage LGP and 3 rd Party programs in the process of developing market transformation strategies for each technology. Mass & Target Markets Coordinate with mass & target markets (particularly res/non-res programs) on lighting education web stie and messaging CLTC and CEC Coordinate communication efforts with CLTC, CEC, and other key agencies, particularly on CFL disposal issues. EM&V/Research Bodies Coordinate with groups conducting market research and evaluation activities Codes and Standards Integrate trending and market effects of codes, standards, and legislation on the lighting markets to market transformation efforts. Mass & Target Market Programs Work closely w/ mass & target markets (particularly res/non-res incentive programs) to develop market transformation strategies for each technology including incentive packages, pilot programs, and demonstration projects. Professional, Gov t, Trade & End-User Groups Push manufacturers to incorporate efficiency gains into equipment specs. Work with end-user groups to develop group purchasing programs. Workforce, Education & Training Partner with WE&T to ensure delivery of educational information on advanced lighting technologies to end-users, installation contractors, utility staff, and others. CA Solar Initiative & Demand Response Programs Coordinate activities to ensure development of compatible advanced lighting technologies. Lighting Manufacturers and Researchers Collaborate to strengthen quality technologies that meet utility program specifications. Collaborate with Lighting Advancement Sub-Program partners to develop and market these technologies. Achieving market transformation in any of these technology categories requires strong coordination within and between the IOUs, as well as government and industry organizations. A model of how this collaboration occurs is highlighted in Figure 2: Statewide Lighting Market Transformation Program Logic Diagram. Statewide LMT Report Page 2 June 1, 2014

6 FIGURE 2: STATEWIDE LIGHTING MARKET TRANSFORMATION PROGRAM LOGIC DIAGRAM This joint IOU report is submitted, pursuant to Commission Decision (D.) (OP 22), which requires Statewide LMT Program updates on the following topics: Annual plans for lighting solutions to be implemented in each key market segment (residential, commercial, industrial, agriculture, and exterior lighting); A prioritized list of key lighting technologies, systems, and strategies that require LMT pipeline plans; New or revised LMT pipeline plans for key lighting technologies, with plans based on market data. LMT pipeline plans will identify funding, partnerships, and necessary coordination with the following Commission efforts: Workforce Education and Training, Codes and Standards, Integrated Demand Side Management, Marketing, Education and Outreach, Research and Technology and Local Government Partnerships; Status update on the design and development of at least one LMT pilot project for each market segment (residential, commercial, industrial, agriculture, and exterior lighting). Each pilot should be used as a vehicle to test new technology and program delivery mechanisms. The status update should include information on each pilot and collaboration with other utility programs and public and private partnerships. Statewide LMT Report Page 3 June 1, 2014

7 This report is a vehicle for the IOUs to communicate how their coordinated actions are advancing the state s pursuit of deep energy reductions in the lighting market and, by proxy, how effectively LMT is meeting its goals. Additionally, as adopted in Resolution E-4385 and modified by the IOUs Joint Advice Letter 1 approved effective January 1, 2013, this report includes an update on IOU progress towards two of the program performance metrics (PPMs) identified for the LMT program: PPM LMT-2: Provide an update on the pipeline plans from this program in the annual June LMT Report. (Y/N) The LMT Pipeline Plan updates are provided later in this report in the Lighting Solution Pipeline Plans section. PPM LMT-4: Number of EE lighting measures added, removed, or updated as a result of LMT activities and influence, and reported in annual LMT June Report. This report provides additional details to supplement the 2013 Program Performance Metrics Reports that each IOU submitted to the Commission on May 1, The following measures were reported in SCE s and SDG&E s 2013 Program Performance Metrics Report. These measures are affected by the LMT Program through various coordinated program efforts. Each effort is further detailed in subsequent sections the report. LED - A-Lamps LED - PAR20 LED - PAR30 LED - PAR38 LED - MR16 LED - Down Light LED - Wall Pack LED General Lighting Troffer Fixtures LED General Lighting Troffer Retrofit Kits LED High Bay Fixtures LED Exterior Fixtures LED Parking Fixtures Interior / Exterior Advanced Lighting Controls High Intensity Discharge Lamps Linear Fluorescent - T5 / T8 / T12 In addition to the above program team efforts, PG&E reported the following lighting measure changes in its 2013 Program Performance Metrics Report as coordinated by the LMT Program and impacting various statewide programs: High Performance Linear Fluorescent Fixtures & Retrofit Kits (Added) LED Accent, Surface, Pendant, Track and Recessed Downlight Fixtures (Updated) Wireless Occupancy Sensors (Updated) Horizontal LED Refrigerated Case Lights (Updated) CFL (Updated) LED PAR (Added) LED MR-16 (Added) LED A Lamps (Added) LED R-BR (Added) LED Recessed Downlight (Updated) LED Exterior Area Lights (Added) LED High/Low Bay Fixtures & Retrofit Kits (Added) 1 PG&E Advice 3389-G-A/4234-E-A, SDG&E Advice 2486-E-A/2201-G-A, SCE Advice 2910-E-A. Statewide LMT Report Page 4 June 1, 2014

8 Dimming Ballast with Bundled Basic Controls (added) CALCTP Installation Bonus (Added) HID Fixtures (Removed) Statewide LMT Report Page 5 June 1, 2014

9 LMT PROGRAM FRAMEWORK The framework for the LMT program has been in development since 2010 with support from Energy Division and the lighting industry. The program framework continued to evolve and will continue to be updated in as more is learned about effective approaches to market transformation. The LMT program is comprised of three distinct products each with corresponding activities to carry out the required actions to develop and support lighting market transformation efforts. Figure 3 illustrates the three primary program products and the corresponding activities. FIGURE 3: LIGHTING MARKET TRANSFORMATION PRODUCTS & ACTIVITIES Lighting Solution Workbook Lighting Solution Prioritization Key Lighting Solution Opportunities Lighting Solution Pipeline Plans Lighting Activity Workbook Lighting Market Barrier Evaluation Lighting Activity Needs Prioritization Lighting Activity Coordination Key Lighting Activities Needs LIGHTING SOLUTION WORKBOOK The LMT Lighting Solution Workbook is a utility program planning tool. The tool provides taxonomy of California s lighting installed base. In addition, the workbook contains estimates of energy savings available through upgrades to more efficacious lighting options across a variety of market segments. Further, the tool highlights market barriers for improving the lighting installed base in each market segment. The development of the Lighting Solution Workbook also allows for a gap analysis in the existing data of the numerous studies in the California and national market. These gaps exist, in part, because there are studies that are outdated and/or missing. The workbook can aid the IOU and CPUC Measurement and Evaluation teams to evaluate and consider new studies as needed. The LMT workbook allows for the prioritization of lighting solutions by factors including market sector characteristics, technology, and savings potential. This ability to filter by these factors enables programs to focus on relevant solutions for specific markets or to identify common market barriers. The workbook can then be sorted by savings potential to ensure resources target lighting solutions with the largest energy savings potential. For the program period, the statewide LMT program team is working with the statewide M&E team to jointly update the 2012 edition. In this new Lighting Solution Workbook edition, the users are likely to find improved integration with Codes & Standards, and more extensive market indicator development, using Statewide LMT Report Page 6 June 1, 2014

10 completed population and saturation self-report and on-site studies from the program period, such as Commercial Saturation Survey (CSS), Commercial Market Share Tracking (CMST) and California Lighting and Appliance Saturation Survey (CLASS). In addition, the IOUs purchased the 2013 lighting sales data to make these analyses more robust and comprehensive. This updated Lighting Solution Workbook is likely to be available during first half of A detailed report on the Lighting Solution Workbook is available on the California Measurement Advisory Council (CALMAC) website at The report and workbook can also be found at LIGHTING SOLUTION PIPELINE PLANS The LMT Lighting Solution Pipeline Plans are strategy and coordination documents that support lighting market transformation. The Pipeline Plans articulate the market wants, needs, and key barriers associated with a lighting solution and propose actionable utility and partner activities based on the best available technology and market data from the Lighting Solution Workbook and Lighting Activity Workbook. The recommended activities are intended to help overcome specific barriers and increase adoption of energy efficient technologies, systems, and best practices to help achieve the goals of the California Energy Efficiency Strategic Plan. Two Lighting Solution Pipeline Plans were completed for the Residential and Exterior market sectors to guide the LMT program implementation for The Residential and Exterior Pipeline Plans: (1) Characterizes the current residential and exterior lighting market and relevant trends. (2) Describes the market transformation process for pushing the market towards more efficient lighting solutions and trimming transformed solutions from investor owned utilities (IOUs) energy efficiency portfolios. (3) Helps IOUs meet the lighting needs of customers within the residential and exterior market sectors and help meet the IOUs and California s energy efficiency goals by identifying strategic lighting solutions to push and to trim. a. Lighting Solution Push: Present the rationale for pushing a lighting solution, recent programmatic and non programmatic efforts, and a strategy for overcoming market barriers that coordinates actions among IOUs and other market actors. Residential Pipeline Plan pushes LED downlights. Exterior Pipeline Plan pushes bi level exterior lighting. b. Lighting Solution Trim: Help the IOUs determine when a lighting solution has been transformed and how to best phase out support. Residential Pipeline Plan trims compact fluorescent lamps (CFLs). Exterior Pipeline Plan recommends further review of energy efficiency measures to determine if they can be trimmed, based on qualitative criteria, The full Residential and Exterior Pipeline Plans can be found at For the program cycle, the LMT Program plans to create shorter, more streamlined strategy briefs for three major market sectors: residential lighting, non-residential interior, and non-residential exterior. These new Pipeline Plan strategy briefs will focus more on the actionable items. Outside resources, such as market characterization, potential, and other studies will be referenced. This move towards more focused Pipeline Plan documents will allow the LMT program to develop quicker decisions on pushing activities and efforts at a lower Pipeline Plan development costs. Statewide LMT Report Page 7 June 1, 2014

11 Targeted stakeholder meetings will be the cornerstone of the strategy brief development process to leverage input from key industry, government, and utility program stakeholders. This would allow for outside the box thinking on technologies, best practices, and program approaches. The input would be documented and distilled to actionable items for the utilities to explore and propose to CPUC Energy Division. The Pipeline Plan strategy briefs use the Lighting Action Plan of the California Long Term Energy Efficiency Strategic Plan as the backdrop for brainstorming discussions on how the utilities can help overcome barriers and increase adoption of such energy efficient technologies, systems, and best practices to help reach California s 60%-80% energy savings goal. LIGHTING ACTIVITY WORKBOOK The Lighting Activity Workbook was created with the overarching goal of supporting the Lighting Market Transformation (LMT) program which was formed to help the California IOU s reach the lighting goals set forth in the Lighting Chapter of the Strategic Plan. The purpose of the Lighting Activity Workbook is to provide the California IOUs with a comprehensive catalogue of the work that each organization and its partners in California and nationally are doing to advance the adoption of energy efficient lighting technologies. A key outcome of the project is facilitation of greater coordination and collaboration among the IOUs to accelerate efforts in bringing advanced lighting technologies to market while working to achieve California s 60%-80% reduction target. The Lighting Activity Workbook provides IOUs with a resource to reduce duplication of efforts and identify areas of overlap. PHASE I In 2012, the California IOUs engaged Waypoint to assemble the Lighting Activity Workbook as a complement to the Lighting Solutions Workbook. While the Lighting Solutions Workbook (LSW) provided taxonomy of lightings savings potential based on California market data, the Lighting Activity Workbook is a compendium of the work the IOUs and key efficiency organizations are doing to advance energy efficient lighting. The Lighting Solutions Workbook and Lighting Activity Workbook serve as complimentary resources for program planning. The Lighting Activity Workbook developed categories based on a thorough literature review of relevant lighting documents identified by the LMT Program, specifically the LSW and LMT 2013 Annual Report. Once the workbook categories were created and approved, an interview guide was developed to capture information on the developed categories for the Workbook. Interviews were conducted with the IOUs and eleven other efficiency organizations identified by the project sponsors, which are listed below. (1) Bonneville Power Administration (2) British Columbia Hydro (3) California Lighting Technology Center (4) Efficiency Vermont (5) New York State Research and Development Authority (6) Northeast Energy Efficiency Partnership (7) Northwest Energy Efficiency Alliance (8) Pacific Northwest National Laboratory (9) Puget Sound Energy (10) Sacramento Municipal Utility District (11) United States Environmental Protection Agency The full interview guide along with the methodology used in Phase I is available in the Phase I Final Report of the Lighting Activity Workbook which can be found at Statewide LMT Report Page 8 June 1, 2014

12 PHASE II Following the completion of Phase I of the Lighting Activity Workbook, the project sponsors wanted the data to be re-structured to make it more consolidated and usable. In addition, the project sponsors wanted an update of the data. The IOUs again engaged Waypoint to conduct this data re-organization and update in As part of the project, an improved data organization methodology was developed which allowed for improved categorization and search of the data. The full methodology for re-organizing the data can be found in the Methodology section below. The final step of the project involved outreach and interviews with personnel from the IOUs and leading efficiency organizations to refresh the data which included updating activities from Phase I if the effort was modified, removing the activity if it was no longer active, or adding new activities that commenced after the completion of Phase I. During Phase I of the Lighting Activity Workbook, the original workbook categories were developed primarily through a literature review of relevant documents identified by the Lighting Market Transformation Program. In order to consolidate the data within the workbook and re-organize it for greater accessibility, Waypoint worked with the project sponsors to determine how data categories should be modified or added. The result was the addition of an interior/exterior category and the modification of the sector, sub-sector, and application categories. All other categories listed below remained unchanged: Lead Organization Activity Name Activity Category Sub-sector Application New Product / Service Legacy Product / Service Program / Study / Campaign Launch Program / Study Expected Completion Date Funding Brief Description / Purpose Partners Website Activity categories represent key information elements used by Project Sponsors for planning purposes. INTEGRATION These documents flow into and reinforce one another. The Lighting Activity Workbook will be used to document the various IOU activities in order to track and communicate progress. As progress is achieved in accelerating the adoption of these technologies, the Lighting Solution Workbook will be updated to reflect this progress and allow for a reassessment of priorities. The diagram below shows how these documents relate to one another. Statewide LMT Report Page 9 June 1, 2014

13 Lighting Solution Pipeline Plans Lighting Activity Workbook Lighting Solutions Workbook Statewide LMT Report Page 10 June 1, 2014

14 KEY INDUSTRY INFORMATION GATHERING AND MARKET INFLUENCE ACTIVITIES CONFERENCES, SEMINARS AND WORKSHOPS Participation in conferences and workshops is essential for the LMT Program to remain up-to-date on new technologies, systems and best practices to properly support EE program decisions in lighting. These events also allow LMT to expand the network of partners for future collaboration efforts within the energy efficiency and lighting industry. Strategies in Light: Transforming the LED and Lighting Market February 12-14, 2013 The Strategies in Light event is a business conference and exhibition on high-brightness LEDs and lighting. The event is the premier annual forum for presenting current commercial developments in high-brightness LED applications. LMT attended to gather information on the status of significant and key lighting technologies for program planning and execution. In 2013, SCE presented a session on Testing from the Perspective of a Utility: Utility Energy Efficiency programs are incredibly interested in the promise of the energy efficiency of LED technology. As such, utilities are providing generous incentives, education and training, to help LED technology succeed in the market. However, near-term and long-term challenges exist on how these utility services are provided to support a stable and persistent energy efficient lighting market. This presentation will describe the value, needs, and difficulties of testing from Utility Energy Efficiency programs' perspective. ACEEE: National Symposium on Market Transformation March 24-26, 2013 The Symposium offers the opportunity for a diverse group of attendees to network, compare programs, learn about new market transformation approaches, and discuss the latest issues facing the energy efficiency and market transformation stakeholders. PG&E presented along with the Department of Energy s Pacific Northwest National Laboratory on California s efforts to transform the lighting market. LIGHTFAIR International April 21-25, 2013 LIGHTFAIR International (LFI) is the world s largest annual lighting trade show and conference. This is a significant annual lighting event to gather information from many sources in one location. Key information elements include updates on new industry trends and technologies. This information is critical for immediate plans as well as longer term program plans. PG&E presented on its findings related to light emitting plasma and controls in high mast settings. CEE Program Meetings September 18-19, 2013 The Consortium for Energy Efficiency (CEE) develops initiatives for its North American members to promote the manufacture and purchase of energy-efficient products and services. This is an excellent event to gather and share information on utility program approaches and strategies. ENERGY STAR Products Partner Meeting October 7-9, 2013 The ENERGY STAR Products Partner Meeting is a key opportunity for utilities to see products that manufacturers will be introducing to residential customers, learn from ENERGY STAR representatives about planned changes to lighting specifications, and discuss the latest lighting market evaluation studies. 2 DOE: Utility and Energy Efficiency Program Roundtable November 1, 2013 The Department of Energy hosted a roundtable to solicit feedback from a small group utility of lighting experts from around the country about what research gaps exist that are preventing broader adoption of solid state technology. The IOU LMT program leads participated in the meeting and shared the California and LMT program perspective. IOU LMT Program Managers provided feedback to DOE activities that came from the DOE-hosted 2 A list of presentations can be found here: Statewide LMT Report Page 11 June 1, 2014

15 2012 Utility Roundtable and share what additional information resources, program approaches and other tools needed to work better with the DOE SSL Program. DOE Solid-State Lighting Market Introduction Workshop November 12 14, 2013 More than 200 lighting leaders from across North America gathered in Portland, OR, November 12 14, 2013, for the eighth annual Solid-State Lighting (SSL) Market Introduction Workshop, hosted by DOE. The diverse audience spanned the spectrum: industry, government, efficiency organizations, utilities, municipalities, designers, specifiers, retailers, and distributors. The purpose was to share the latest insights, updates, and strategies for the successful market introduction of high-quality solid-state lighting products. KEY MEETINGS West Coast Utility Lighting Team Quarterly Meetings The West Coast Utility Lighting Team is comprised of lighting experts, project managers, and program managers from utilities and organizations such as the Southern California Edison, Pacific Gas & Electric, San Diego Gas & Electric, California Lighting Technology Center, Sacramento Municipal Utility District, BC Hydro, Bonneville Power Administration, Seattle City Lights, and others. The purpose of the meetings is for all attending parties to share information about various lighting projects and activities. This helps avoid duplication of efforts and provides opportunities for collaboration and data sharing. SCE, SDG&E, and PG&E LMT Program managers participate in the quarterly meetings to share, collaborate, and coordinate lighting projects in the Emerging Technologies, Codes and Standards, and Demand Response Programs. The meeting also enables LMT to be aware of lighting projects, ideas, and technologies for potential inclusion into Lighting Solution and Activity Workbooks and Pipeline Plan Strategy Briefs. Pacific Gas & Electric hosted the meeting in early December 2013 at the Pacific Energy Center in San Francisco. San Diego Gas & Electric hosted the latest meeting at the SDG&E Energy Innovation Center at the end of Q NATIONAL INFLUENCE The California IOU Lighting team has taken an active role in setting the current and future direction of the lighting industry nationally. One way the team has accomplished this has been through active participation in and leadership of state and national committees in the lighting industry. In 2013, members of the CA IOU Light teams participated with the following organizations and committees: DesignLights Consortium Technical Committee Long Term Planning Committee Consortium for Energy Efficiency Advanced Lamp Spec Committee Residential Program Committee Non-Residential Program Committee Advanced Lighting Controls Committee ENERGY STAR Lighting Roadmap Committee Department of Energy TINSSL Committee Statewide LMT Report Page 12 June 1, 2014

16 California Lighting Action Plan Champions for numerous tasks Statewide LMT Report Page 13 June 1, 2014

17 RESIDENTIAL LIGHTING ACTIVITIES The LMT Program is strategically involved in many residential lighting activities across the IOUs various programs. This section highlights a select few of these activities impacting the residential market sector. All efforts are coordinated across all the IOUs through the LMT Program, except for targeted and region specific localized activities. The lead IOU is listed with certain activities where applicable. A full list of IOU residential lighting activities are provided in the Lighting Activity Workbook. CEC QUALITY LED LAMP SPECIFICATION IMPLEMENTATION In 2012 the CEC developed the Voluntary California Quality LED Lamp Specification to ensure high-quality LED products are available for mass-market adoption in California. It was adopted on December 12, 2012 by the CPUC. In 2013, the CA IOUs fully transitioned the upstream Primary Lighting Program to require all LED products meet the requirements of the Specification. When the Specification was approved in December 2012, the IOUs were not aware of any products that met the Specification in the retail upstream channel. By the end of 2013, four manufacturers had developed a variety of products that were eligible for IOU support. Those manufacturers were selling LED A-lamps, reflectors (such as R, BR, and PAR types), and recessed retrofit kits consistent with the Specification. To meet residential customers needs, the IOUs have supported those products through a variety of retail channels, including big box, hardware stores, membership clubs, and large groceries. SCE worked closely with the other IOUs, the CEC, and the CPUC to coordinate and plan the transition period activities, devising a method to review LED product testing reports on behalf of the three utilities. Once implemented, this review process provided Primary Lighting Program Managers with data to help them make program choices that comply with the CPUC directive to transition to CEC Specification grade products. NEW LED LAMP REBATES PG&E PG&E launched a number of LED measures in the upstream Primary Lighting Program in Deemed LED measures were developed to support a robust offering of products meeting the CEC Voluntary California Quality LED Lamp Specification by the end of Product launches and updates in the upstream Primary lighting Program included the following: LED A-Lamps LED BR LED R LED Downlight Recessed Retrofits (Residential) CEE ADVANCED LAMP SPECIFICATION The IOUs have been working with CEE to promote the standards of the CEC California Quality LED Lamp Specification nationally. So other advanced lighting programs can leverage the work done to develop the LED lamp specification, we have worked closely with CEE to align their Replacement Lamp Specification with the criteria of the California LED Lamp Specification. This alignment has been very effective in transferring a number of key criteria found in the California Quality Spec. We expect a CEE LED Lamp Specification released in late 2014 that builds on the quality aspects of the California Spec and goes further to include more aspirational efficacy targets. LED SCREW-IN LAMP POWER QUALITY SCE Statewide LMT Report Page 14 June 1, 2014

18 Light Emitting Diode (LED) technology can offer improved energy savings and lighting performance over incandescent and Compact Fluorescent (CFL) technologies. LED lighting technologies rely on the use of electronic power supplies or drivers. These electronic drivers may introduce similar power quality issues to that of CFLs. There is a very large amount of screw-in type sockets in the market that are being targeted for LED technologies. While each lamp may have minimal wattages, the aggregate impacts may be potentially significant to a residential home and neighborhood circuit. This potential barrier to the technology is not very well documented in the industry nor are there sufficient standards for testing and rating power quality for these types of lamps. This SCE Emerging Technology project will conduct a complete analysis of power quality in various load and control scenarios to help gain a better understanding of the effects on electrical circuits at the home and grid level as LED lamps are deployed at larger scales. The added insight into the performance of screw-in LED lamps would feed into grid level investigations as well as provide valuable insights into development of utility and lighting industry standards. The project will conduct laboratory testing using a load bank designed to simulate typical residential wiring circuits to validate the impacts of LED technology at the household level. LOCAL AND REGIONAL EVENTS LIGHTING FIELD SERVICES SDG&E SDG&E launched the Lighting Field Services to support Primary Lighting activities in small retailers and big box retailers. The objective of the Lighting Field Services was to deploy the 4Ps of market strategy (pricing, promotion, placement, and product features) to highlight and educate the features of the following advanced lighting technologies: CFL A-Lamps CFL Reflectors LED PAR LED MR-16 LED A-Lamps LED R-BR LED Recessed Downlight The Lighting Field Services was implemented by a Third Party Contractor, Organization Support Services. The contractor effectively maintained marketing material at participating retail stores, provided training for retail store personnel on how to sell advanced energy efficient lighting, provided in-store education to customers about the advantages of energy efficient lighting, collected marketing data such as product availability and pricing, and collected retailer and customer feedback on the lighting products at over 400 channel outlets in SDG&E s service territory. The Lighting Field Services will continue through the end of Trial metrics will be measured for success at this time. LIGHTING FAIRS SDG&E The Lighting Fairs were held at various major companies and public festivals within the SDG&E territory. The objective of the fairs were to increase customers awareness, knowledge and attitude towards energy efficient lighting as well as provide an opportunity for customers to purchase any of the advanced energy efficient lighting listed below: Statewide LMT Report Page 15 June 1, 2014

19 CFL A-Lamps CFL Reflectors LED PAR LED MR-16 LED A-Lamps LED R-BR LED Recessed Downlight The Lighting Fairs were coordinated by a mobile retailer, TechniArt. TechniArt educated customers on the distinction between lumens vs. wattage, the importance of color temperature, and reading labels for lighting facts. The Lighting Fairs aligned with Lighting Market Transformation s goal of creating widespread end user demand to purchase and use best practice lighting technologies and systems. In addition, the Lighting Fairs contributed to Primary Lightings advanced lighting resource acquisition goals. The Lighting Fairs will continue through the end of Trial metrics will be measured for success at this time. OPERATION LIGHT EXCHANGE SCE In the SCE program a small portion of the Primary Lighting Program entails the coordination of local events at which customers bring their old standard efficiency table, desk, and floor lamps and exchange them for ENERGY STARY high efficacy plug-in lamps. The public knows the program as Operation Light Exchange which is also billed as an Energy Expo. The internal SCE name is the Torchiere and Plug-in Lamp Exchange Program. In 2013 three events were held. OBJECTIVES The Operation Light Exchange events do much more than merely promote efficient plug-in lamps. They are large Energy Expos that introduce customers to several SCE programs and new technologies. There are booths, displays, interactive presentations, and energy education for attendees. Sometimes other organizations are allowed booths, such as the Southern California Gas Company. These various attractions make the customer s time more satisfying and productive while the lines of eager customers move to the point of product exchange. The events are physically large, taking up as much as a thousand square feet of the parking space provided by retailers such as Home Depot and K-Mart. Usually over 4,000 lamps are exchanged in a one-day event. The turned-in lamps are dismantled and recycled. Events are targeted at SCE s California Alternate Rates for Energy (CARE) communities and more are being added in ZIP codes where the closure of the San Onofre Nuclear Generating Station (SONGS) generating stations has created system constraints. LEARNINGS Operation Light Exchange (OLE) has produced benefits for both SCE customers and participating retailers. The retailer s promotion of OLE and energy efficiency creates a positive association with sustainability. Some retailers have noticed sales increases on event days. The most effective marketing tactics were the local newspaper and Pennysaver advertisements. Of course this results in word-of-mouth advertising which is the best of all. Statewide LMT Report Page 16 June 1, 2014

20 The events have become opportunities for political dignitaries such as mayors and members of congress to show support and sometimes speak. SCE s partnership programs and local government affairs organizations are involved as well to make the events community services that spread the message of energy efficiency. INTERNET WEB TRIALS WEB CHANNEL PG&E PG&E launched an online trial with Amazon.com that provided $5 rebates (coupons) for eight select LEDs to PG&E customers for the last four weeks of Customers needed to log-in to Amazon and have a billing zip code in PG&E territory to use the rebates. Amazon sent customers a survey six weeks after the trial closed (so six to ten weeks after the customer participated). Results of the trial are being analyzed now to determine the impact of the rebates, as well as the system needs to further scale an online rebate offering. Summary and analysis will be included in the 2014 LMT Annual Report. WEB TRIAL PROGRAM SCE SCE WEB TRIAL DESCRIPTION The Web Trial Program is an element of the Lighting Innovation Program designed to test the viability of internet retailers as a channel for customers to purchase energy efficient lighting products. Incentives are offered through participating online retailers where customers benefit from various discounted LED lamp products, such as A- line, PARs, MRs, reflector, and dimmable lamps. The objective is to test the viability and cost effectiveness of the online sales channel as a scalable program intervention strategy to increase awareness and adoption of energy efficient lighting products. Several marketing efforts were tested. This full web trial page on SCE.com provided information about the trial with links to the participating online retailers. Statewide LMT Report Page 17 June 1, 2014

21 The picture link below was inserted on the sidebar of residential landing page of This picture link was successful in getting customers to click through to the full web trial page; however, it did not yield a high volume of traffic to the Web Trial online retailers. The low volume was expected because customers do not normally go to the utility website to purchase lamps. The other marketing effort was leveraging the SCE utility bills and list. This provided much more volume of traffic and sales for our online retailer participants. The Web Trial Program utilizes a midstream buy-down approach, providing incentives through the online retailer to the end-use customer at the online point-of-sale. During the online check-out process, the customer would see the regular price of the LED lamp, followed by the utility incentives, and the reduced total. After a purchase has been completed by an SCE customer, the online retailer bills SCE for the incentives provided to the customer. After a few weeks, a survey is sent to the customer to collect feedback about their online lamp purchase experience and their experience with the LED products. Statewide LMT Report Page 18 June 1, 2014

22 The Web Trial Program has a few challenges to full scale implementation. As a trial program, these challenges are expected. At a smaller scale, the trial is able to develop solutions and make quicker changes to resolve program loopholes and issues. Many of the issues have been discovered and corrected. One example of a challenge still being resolved is the attempt to manage leakage. The trial limits a quantity of 16 lamps per ship-to address. However, a single customer is able purchase and ship batches of 16 to multiple addresses within SCE s territory. This is difficult for the program to control since customers can create different online retailer accounts and use different billing and ship to addresses. The program manager and online retailers are aware of these scenarios and are working through possible solutions during the trial period. The above SCE Web Trial was initiated to support lighting measures and products, but this channel is not limited to these measures and products only. It is possible to extend this channel to promote other EE programs and services such as Plug Load Program and Appliance Recycling Rebate Programs and more. SCE WEB TRIAL FEEDBACK STUDY The SCE Web Trial to support selected lighting products has been in existence since This far, the Web Trial has engaged two internet retailers: Bulbs.com and EFI.com. During this time, various marketing implementation tactics were tried. In December 2012, SCE completed a customer feedback report and circulated internally. In the 2012 report, the survey respondents reported the SCE rebate and energy savings are the top reasons for these online bulb purchases. These same respondents cited shopping convenience and price/value as the primary reasons to shop on line. Nearly 80% of respondent reported that they would not have made the purchase without the SCE discount. Currently, the web channel customers are asked to complete a feedback survey once they have completed the online purchase. Among the questions asked is for what type of lighting use customers install the bulbs and what type of lighting they replace. SCE has modified the customer feedback process; the survey is not pre-populating purchase specific information anymore as this allows for a speedier deployment of the survey after the purchase. SCE is currently scheduled to provide a summary report of results to date before the end of There is value to continue these customers feedback survey once this Web Trial can be a part of the core program and services offering. CODES & STANDARDS BUILDING CODES The California IOUs work closely with the California Energy Commission and other outside stakeholders to create and implement updated building codes for the state was a big year for changes in the building code. PG&E worked specifically to help influence the following new or updated 2013 building codes that impact Lighting. RESIDENTIAL LIGHTING: 1) Improving and clarifying the mandatory lighting requirements for all residential buildings including kitchens, bathrooms, dining rooms, utility rooms, garages, hall ways, bedrooms, and outdoor lighting. (Section 150.0(k)) PROPOSALS FOR 2016 BUILDING CODES The Codes & Standards team is working to develop the following building codes as part of 2016 Title 24: Residential Lighting High Efficacy and Quality Statewide LMT Report Page 19 June 1, 2014

23 APPLIANCE STANDARDS Developing 1 residential Phase 1 proposals for T-20 (potential effective date: 2016) Advocated changes to 3 residential DOE lighting related standards in 2013 Advocating 4 residential lighting DOE standards in 2014 COMPLIANCE IMPROVEMENT Developed series of fact and trigger sheets, including: Trigger Sheet: Lighting Controls Alterations Fact Sheet: Residential Lighting Statewide LMT Report Page 20 June 1, 2014

24 NON-RESIDENTIAL LIGHTING ACTIVITIES The LMT Program is strategically involved in many commercial, industrial, and other non residential lighting activities across various programs throughout the three investor owned utilities (IOU). This section highlights a select few of these activities impacting the non residential market sector. All efforts are coordinated across all the IOUs through the LMT Program, except for targeted and region specific localized activities. The lead IOU is listed with certain activities where applicable. A full list of IOU non residential lighting activities are provided in the Lighting Activity Workbook. ADVANCED LIGHTING CONTROL SYSTEMS ADVANCED LIGHTING CONTROL SYSTEMS BACKGROUND & OVERVIEW Combining advanced lighting technologies with a bundled advanced control system will allow customers to unlock the full energy saving potential of the next generation of lighting products. Implementation of Advanced Lighting Control Systems (ALCS) in California buildings promises to deliver significant energy savings to the State. The California Investor Owned Utilities (IOUs) are investigating this emerging technology for possible future inclusion in their portfolio of energy efficiency offerings to customers. An Advanced Lighting Control System is an automatic control system that provides multiple integrated lighting control strategies that are implemented simultaneously. Typical control strategies offered through ALCS include the following. Tuning: Set the maximum output level of electric lighting to meet the requirement for each space at a lower level than full lighting power. Lumen Maintenance: Adjust light output to provide a constant level of lighting from a lighting system regardless of the age of the lamps or the maintenance of the luminaires. Occupancy Sensing: Turn lights on and off based on occupancy detection. Daylight Harvesting: Automatically adjust the output level of electric lighting based on available daylight. Scheduling: Turn off and/or dim electric lighting according to a pre-determined schedule. Personal Control: Enable individuals to adjust the light output from electric lighting to meet personal preferences. Demand Response: Reduce light output from electric lighting in response to automated signals from electric utilities. In 2013, PG&E focused efforts in the Emerging Technology Program on pairing different control systems with different lighting technologies across a diverse set of end-use applications to analyze the savings potential for these systems. These projects allowed for a broad understanding of the savings potential, as well as the challenges with implementing these bundled solutions. In addition, the projects highlighted the cost effectiveness of both the dimmable technology and the control system itself. These ET projects looked at a diverse set of building types and lighting technologies, including LED high bays for warehouses, linear fluorescent troffers with dimmable ballasts in an office space, and LED troffers in an office space. The office project with dimmable linear fluorescent ballasts has finished and the report is posted on the ETCC website, but the other projects are ongoing and will finish in These projects demonstrated that controls can provide an additional 20-40% savings over the more efficient lighting technology, depending on the building and control strategies used. Control commissioning, especially for daylight harvesting, was also an important point that came out of our ET projects. Systems where the desired lighting strategies were carefully mapped in advanced, and the controls were installed and commissioned by experienced contractors worked the best. Customers also benefit from systems that were easy to adjust after the initial commissioning, especially for task tuning as users need more or less light depending on their particular preferences and tasks. Statewide LMT Report Page 21 June 1, 2014

25 As part of ongoing preliminary work toward development of ALCS incentive programs, the IOUs have identified several challenges related to quantifying the savings from ALCS. In particular, estimating and verifying savings from daylight harvesting is challenging because savings are highly dependent on orientation, exterior obstructions, weather conditions as well as occupant behavior (mainly the intermittent use of blinds/shades on windows by occupants). Likewise savings from occupancy sensors are highly variable by space type and company culture. ALCS CALCULATOR As a result of this preliminary work, the IOUs have identified the need for a simplified calculation method for estimation of savings from highly variable advanced lighting control systems for use in utility incentive programs, with particular emphasis on addressing the challenges of estimating energy savings from implementation of daylight harvesting and occupancy sensing strategies. The tool will need to specifically address the challenges of estimating energy savings from implementation of daylight harvesting and occupancy sensing strategies. The calculation tool shall include the following features: Allow for a quick calculation of peak demand and annual energy savings, taking into account both actual and claimed savings. Use a specific, limited set of site-specific inputs that are typically readily available to users. Allow layering multiple control types in a space to provide aggregated savings for each space accounting for interactive effects between controls. Allow savings to be calculated for individual spaces and for a building/project. Straightforward user interface to maximize the tool s usefulness for program implementation, including for users without deep knowledge of lighting design. Provide annual energy savings estimates at an accuracy sufficient for IOU incentive programs and that meets with approval by the CPUC Energy Division. This methodology and tool will be reviewed with CPUC staff and approved for use before development. This project kicked off in early The development and testing of the calculator will take place in 2014 and Details about the development and testing will be included in future LMT Annual Reports. NATIONAL COORDINATION Scaling the adoption of ALCS will provide significant savings potential across the country, but utilities have so far not been successful in creating a program delivery model to dramatically increase adoption. Throughout this effort, PG&E will engage with stakeholders in California and nationally to ensure that the calculator can be used across states and programs. Having a consistent estimation and calculation method will help make this possible. EMERGING TECHNOLOGY ALCS & ADVANCED LIGHTING ACTIVITIES ET: ALCS + LED HIGH BAYS (WAREHOUSE) PG&E This project partnered with ACE Hardware s Distribution Center located in Rocklin, CA and tested the integration of High Bay Light Emitting Diode (LED) lighting fixtures with integrated sensors and an aggressive Advanced Lighting Control System (ALCS) to realize the deepest energy savings possible within a warehouse space. A simple payback for the lighting systems approach was calculated at 3.6 years. The one for one replacement of existing Metal Halide fixtures achieved a calculated annual energy savings of 93%. Statewide LMT Report Page 22 June 1, 2014