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.