Program Planning, Program Management and Evaluation Services

• Recently (early 2023) transitioned from serving as an independent evaluator for California third-party energy efficiency solicitations (worked on solicitations ~ $1B).
• Served as interim program manager for multiple California utility energy efficiency programs.
• Served as Independent Evaluator for Minnesota process to develop estimates of transmission and distribution costs avoided by electric energy efficiency programs.
• Project managed California utility efforts to select and contract with third-party energy efficiency program implementers (2007 to 2017).
• Managed policy aspects of comprehensive gas and electric energy efficiency and demand response utility portfolios with annual budgets exceeding $60 million.

Demand Response

• Wrote, on behalf of MN investor-owned utilities, analysis of role Aggregators of Retail Customers (ARCs) should play in Minnesota (MN PUC Docket No. E-999/CI-09-1449).
• For CA IOU, served as interim program manager for Demand Response Technology Assessment and Improvement program.
• Supported utility participation in Midwest ISO Demand Response Working Group.
• Managed regulatory aspects for large utility’s demand response program – portfolio of more than 1,000 MW of controllable load.

Regulatory Proceedings

• Supported California utility energy efficiency Business Plan filings.
• Wrote witness testimony supporting energy efficiency and demand response program filings in California, Minnesota, Colorado, New Mexico, and South Dakota.
• Project managed multiple large utility energy efficiency and demand response program regulatory filings.
• Supported California utilities’ 2013-2017 energy efficiency program filings to the California Public Utilities Commission.

Integrated Resource Planning

• Managed development and filing of energy efficiency and demand response portions of multiple Integrated Resource Plans – included cost effectiveness modelling.

Energy Efficiency Shareholder Incentives

• Wrote witness testimony and developed utility energy efficiency shareholder incentive strategies.
• Managed utility efforts to obtain regulatory approval for recovery of more than $50 million in shareholder incentives.

Selection of Mendota Group Work Products

• CA: Independent Evaluator Solicitation Final Report – SDG&E Southern Energy Savings Assistance Multifamily Whole Building Program (see page 27)
• CA: Independent Evaluator Solicitation Final Report – PG&E California Statewide Market Transformation Administrator (see page 34)
• CA: Independent Evaluator Solicitation Final Report – SDG&E Third-Party Energy Efficiency Solicitations: Industrial Program (see page 24)
• CA: Independent Evaluator Solicitation Final Report – PG&E Third-Party Energy Efficiency Solicitations: Statewide Residential New Construction Program (see page 64)
• CO: PSCo Market Transformation / Net-to-Gross Policies and Practices Analysis
• CO: Benchmarking Transmission and Distribution Costs Avoided by Energy Efficiency Investments
• MN: Consulting Support to Develop New Cost-Effectiveness Tests with which IOUs Evaluate Conservation, Efficient Fuel-Switching, and Load Management Programs
• MN: Consulting Support to Develop Technical Guidance for the Inclusion of Efficient Fuel-Switching, Load Management, and Pre-Weatherization Measures in Conservation Improvement Program (CIP)
• MN: Member of Prairie Island Indian Community Net Zero Project team
• MN: Aggregators of Retail Customers: Impacts on RTO Markets (see Attachment A)