Conflict of Interest (COI) Policy
The Conflict of Interest topic is of interest to WHPA members who contract, or may contract, with Program Administrators (PAs) and wish to participate in the CAEECC process, but are concerned that they will be barred from contracting with PAs due to a perceived or real unfair advantage in the market arising from that participation.
To address these concerns, CAEECC has recently announced that the latest version of the Conflict of Interest (COI) Policy was approved and adopted by the Coordinating Committee during the December 7 meeting. All future CAEECC events and participation will be conducted in accordance with those policies and procedures.
“The purpose of this Policy is to allow EE market participants who are potential providers of energy efficiency supplies, services, or programs under discussion at the California Energy Efficiency Coordinating Committee (“CAEECC”) to participate in and contribute to CAEECC-sponsored meetings without creating a potential or actual conflict of interest.”
The Policy provides guidance via three major sections: Rules applied to all CAEECC-sponsored meetings; Minimization of COIs through openness and transparency; and Limiting proprietary issues and topics that include non-public information.
We encourage all WHPA members who are, or will be, participating in CAEECC to review the full COI policy
Bottom-Up Program Analysis
A presentation on plans to conduct "Bottom-Up Program Analysis
" of recent programs to help inform future portfolio design was recently provided to CAEECC. This is of great interest to many WHPA stakeholders, as the topic and recommendations for such an analysis has been raised by our members as recently as the November 2016 WHPA In-Person Meeting. As background, the analysis was encouraged through CPUC Decision D.16-08-019:
“Program administrators are encouraged to conduct a bottom-up review of the program and subprogram structures in order to rationalize and optimize program activities into the most effective and cost-effective possible configurations.” (page 66)
CAEECC requests comments on the high-level scope and deliverables found in the presentation. Comments are due to firstname.lastname@example.org by December 16
Transition Plan to Achieve 60% Third-Party Requirement
SoCalGas has provided its Transition Plan to Achieve 60% Third-Party Requirement
. The purpose of the document is “to provide a transition plan that complies with the Commission’s requirement to have 60 percent of the energy efficiency program portfolio budget be proposed, designed, and implemented by third-parties by the end of 2020.”
“To achieve the 60% third-party requirement and create a smooth transition, SoCalGas’ plan identifies: (1) solicitation approach and schedule; (2) sector level sourcing strategy; and (3) SoCalGas operations to support energy efficiency programs.”
Please reach out directly to Erin Palermo
at SoCalGas with comments and questions by December 16.
As always, we encourage you to participate directly in CAEECC
to add your voice to the public process and receive updates and information as released.
Shea Dibble | WHPA Director, Regulatory Affairs and Policy