2016-2017 SMART Goal Topics and Implementation Plans

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Commercial Quality Installation Committee

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Chair: Rob Falke (National Comfort Institute)

2016-2017 SMART Goal Topics:

  1. Launch 2016 CQI Committee
  2. Create a performance-driven definition for an efficient commercial HVAC installation by October 31, 2016.
  3. Support a working group focused specifically on developing a Standardized Field Data Specification to measure the performance of Installed Commercial HVAC Systems by December 31, 2016.
  4. Following the parameters determined in the Field Data Specification, develop a standardized, repeatable performance based method for system evaluation to allow accurate projection of annual system energy usage.
  5. Following the parameters determined in the Field Data Specification, develop a standardized, repeatable performance-based method for and supporting procedures forming a commissioning process that could be effectively utilized by HVAC and M&V professionals in the field to measure and score the performance of installed HVAC systems.
  6. Support IOU efforts of CQI program claimed savings work papers.
  7. Develop summary data documenting the typical performance of compliant and non-compliant Title 24 HVAC systems.

Committee Description/Mission: The mission of the Committee is to support improving the effectiveness and expansion of IOU/municipal commercial quality installation (CQI) programs with a goal of developing a commercial installation concept that can be accepted and implemented by the HVAC industry.

  • Advocates for CPUC/ED and CQI program agreement on measurable, quantifiable performance evaluation methods to be used by program participating contractors in system evaluation as well as by CPUC/ED program evaluation consultants.
  • Formalizes what is meant by “efficient commercial installation” and develops a protocol, in collaboration with utility and CPUC/ED, that, if followed, will ensure that commercial installations done in California meet the agreed standards.
  • Quantifies the benefits of CQI practices and the potential and actually achieved energy savings.
  • Supports development of utility "claimed savings" work papers which will lead to greater program financial support, stability, increased participation and program expansion and far more rapid marketplace adoption of efficient CQI as the norm.

PDF of Implementation Plan

Goal #1: Launch 2016 CQI Committee
Milestone Owner Deliverable Due Date Dependencies
  1. Review and Update Committee Roster
 WHPA Staff and Chair 2016 Committee Roster February 29, 2016
  • Availability of WHPA Staff and Chair
  • Willingness of members to participate in Committee
  1. Hold 2016 Committee Kick-Off Meeting
 WHPA Staff, Chair, and Committee Members Agenda and Meeting Minutes February 29, 2016
  • Availability of WHPA Staff, Chairs, and Members
  1. Review EC-Approved SMART Goal Topics for Committee
 WHPA Staff and Chair Discussion June 30, 2016
  • Availability of WHPA Staff and Chair
  1. Develop Draft SMART Goals
 WHPA Staff and Chair Draft SMART Goals June 30, 2016
  • Availability of WHPA Staff and Chairs
  1. Develop Draft Implementation Plan
 WHPA Staff and Chair Draft Implementation Plan June 30, 2016
  • Availability of WHPA Staff and Chairs
  1. Finalize SMART Goals and Implementation Plan
WHPA Staff, Chair, and Committee Members Final SMART Goals and Implementation Plan August 31, 2016
  • Availability of WHPA Staff, Chair, and Committee Members
  1. Seek EC Approval of Implementation Plan
 EC, Chair, and WHPA Staff EC Vote August 31, 2016
  • Time on August EC Agenda
  • Affirmative EC Vote to Approve
Goal #2: Create a performance-driven definition for an efficient commercial HVAC installation by October 31, 2016.
Milestone Owner Deliverable Due Date Dependencies
  1. Consider Dimensions and Nuances of Performance-Driven Efficient HVAC installations that Need to be Captured in an Effective Definition
 Chair and Committee Members Meeting Notes and Email Comments April 30, 2016
  • Availability of Chair and Committee Members
  1. Develop Draft of Definition
 Chair and Committee Members Draft Definition June 30, 2016
  • Availability of Chair and Committee Members
  1. Vet Definition with Committee Members
 Chair and Committee Members Meeting Notes June 30, 2016
  • Availability of Chair and Committee Members
  1. Committee Approves Final Definition
 Chair, Committee Members, and WHPA Staff Definition Memo August 30, 2016
  • Availability of Chair, WHPA Staff, and Committee Members
  1. EC Approves Definition
 EC, Chair, and WHPA Staff EC Approved Definition Memo October 31, 2016
  • Time on Oct EC Agenda
  • Affirmative EC Vote to Approve
  1. Definition Memo Posted to WHPA Website
 WHPA Staff Posted to Website November 30, 2016
  • Availability of WHPA Staff
Goal #3: Support a working group focused specifically on developing a Standardized Field Data Specification to measure the performance of Installed Commercial HVAC Systems by December 31, 2016.
Milestone Owner Deliverable Due Date Dependencies
  1. Launch Working Group
Working Group Chair with support from WHPA Staff Agreement of EC to provide WHPA Staff support to working group December 31, 2015
  • EC Agreement
  • Availability of Working Group Chair
  1. Provide Direct Support and Collaboration in the Development of a Standardized Field Data Specification for Commercial Installed HVAC Systems
 Full committee with support from WHPA Staff Monthly agenda and meeting minutes Ongoing
  • Availability of Committee and Working Group Members
  1. Provide Ongoing Input to the ASHRAE SPC 221 Committee - A Test Method to Measure and Score the Operating Performance of an Installed Constant Volume Unitary HVAC System Based on Work of the Working Group.
Chair and Committee Members Specification Draft Ongoing
  • Availability of Chair and Committee Members
  1. Submit Draft Specification for Approval of Working Group
 Chair and Committee Members Working Group Approved Specification September 30, 2016
  • Availability of Working Group Chair and Working Group Members
  1. Submit Specification to CQI Committee for Approval
 Chair and Committee Members CQI Committee Approved Specification October 31, 2016
  • Availability of Chair and Committee Members
  1. Submit Specification to EC
EC, Committee Chair, Working Group Chair, and WHPA Staff EC Approved Specification November 30, 2016
  • Time on Oct EC Agenda
  • Affirmative EC Vote to Approve
  1. Specification Posted to Website
 WHPA Staff Posted to Website December 31, 2016
  • Availability of WHPA Staff
Goal #4: Following the parameters determined in the Field Data Specification, develop a standardized, repeatable performance based method for system evaluation to allow accurate projection of annual system energy usage.
Milestone Owner Deliverable Due Date Dependencies
  1. Extend Working Group to Goal #4. (Note: This work is included in existing approved 2016 budget)
 Working Group Chair with Support from WHPA Staff Agreement of EC to provide WHPA Staff Support to Working Group August 31, 2016
  • Availability of Working Group Chair
  1. Provide Direct Support and Collaboration in the Development of Method of System Evaluation and Energy Usage
 Full Committee with Support from WHPA Staff Monthly agenda and meeting minutes Ongoing
  • Availability of Committee and Working Group Members
Goal #5: Following the parameters determined in the Field Data Specification, develop a standardized, repeatable performance-based method for and supporting procedures forming a commissioning process that could be effectively utilized by HVAC and M&V professionals in the field to measure and score the performance of installed HVAC systems.
Milestone Owner Deliverable Due Date Dependencies
  1. Extend Working Group to Goal #5. (Note: This work is included in existing approved 2016 budget.)
 Working Group Chair with Support from WHPA Staff Agreement of EC to Provide WHPA Staff Support to Working Group March 31, 2017
  • Availability of Working Group Chair
  1. Provide Direct Support and Collaboration in the Development of Method and Supporting Procedures Forming a Commissioning Process
 Full Committee with support from WHPA Staff Monthly agenda and meeting minutes Ongoing
  • Availability of Committee and Working Group Members
Goal #6: Support IOU efforts of CQI program claimed savings work papers.
Milestone Owner Deliverable Due Date Dependencies
  1. Provide direct input to CPUC Energy Division and IOU staff to assist with work paper development.
Chair, Committee Members, and WHPA Staff Meeting Minutes Ongoing
  • Availability of Chair and Committee Members
Goal #7: Develop summary data documenting the typical performance of compliant and non-compliant Title 24 HVAC systems.
Milestone Owner Deliverable Due Date Dependencies
  1. As performance-based data becomes available from field measurement efforts across the state, gather and publish summary data consistent with the Standardized Field Data Specification documenting the typical performance of compliant and non-compliant Title 24 HVAC systems. (This data will be used to further define the performance-driven definition for commercial efficient HVAC installations.)
 Chair, Committee Members, and WHPA Staff Meeting Minutes and Industry Report 2017
  • Availability of Chair and Committee Members


Working Group: CQI Standardized Field Data Spec and Performance Evaluation Method

Chair: Pete Jacobs (BuildingMetrics, Inc.)

2016-2017 SMART Goal Topics:

  1. Establish technician data collection protocol to align with EM&V approach

Commercial Quality Maintenance Committee

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Chair: Don Langston (Aire Rite AC & Refrigeration)

2016-2017 SMART Goal Topics:

  1. In light of AB 802, define key performance indicators for CQM and translate into customer value propositions
  2. Provide input into appropriate business plans as requested
  3. Provide review and input into IOU CQM work paper

Committee Description/Mission: The mission of the committee is to: 1) Make recommendations to operationalize the ANSI/ASHRAE/ACCA Standard 180; 2) Work with the various industry stakeholders to raise the standard in delivering QM to end users with a goal of making the Standard 180 maintenance approach the commercial norm; 3) Recommend research to accurately determine current baseline RTU performance and the impact of commercial maintenance practices and FDD technology; 4) Seek out and help evaluate advanced technologies that contribute to improved new or existing RTU EE performance; and, 5) Provide input to IOU program approach, structure and content of program training, data collection, data entry and reporting for the purpose of program improvement.

PDF of Implementation Plan

Goal #1: Launch 2016 CQM Committee
Milestone Owner Deliverable Due Date Dependencies
  1. Review and Update Committee Roster
 Chair and WHPA Staff 2016 Committee Roster February 29, 2016
  • Availability of WHPA Staff and Chair
  • Willingness of members to participate in Committee
  1. Hold 2016 Committee Kick-Off Meeting
 Chair and Committee Members Agenda and Meeting Minutes February 29, 2016
  • Availability of WHPA Staff, Chair and Members
  1. Review EC-approved SMART Goal Topics for Committee
 Chair and WHPA Staff Discussion March 31, 2016
  • Availability of WHPA Staff and Chair
  1. Develop Draft SMART Goals
 Chair and WHPA Staff Draft SMART Goals May 31, 2016
  • Availability of WHPA Staff and Chair
  1. Develop Draft Implementation Plan
 Chair and WHPA Staff Draft Implementation Plan May 31, 2016
  • Availability of WHPA Staff and Chair
  1. Finalize SMART Goals and Implementation Plan
Chair and WHPA Staff Final SMART Goals and Implementation Plan May 31, 2016
  • Availability of Chair and Committee Members
  1. Seek EC Approval of Implementation Plan
 EC and WHPA Staff EC Vote June 30, 2016
  • Time on May EC Agenda
  • Affirmative EC Vote to Approve
Goal #2: Define Key Performance Objectives for Commercial Maintenance Incorporating AB 802 Elements and Translate into Customer Value Propositions. This would be captured in a matrix posted to the WHPA website by December 31, 2016.
Milestone Owner Deliverable Due Date Dependencies
  1. Define Key Performance Objectives for Commercial Maintenance
 Chair and Committee Members Key Performance Objectives June 30, 2016
  • Availability of Chairs and Committee Members
  1. Define Customer Value Proposition(s) for Each Identified Performance Objective
 Chair and Committee Members Customer Value Propositions August 31, 2016
  • Availability of Chairs and Committee Members
  1. Finalize Draft of Matrix
 Chair, Committee Members, and WHPA Staff Draft of Matrix October 31, 2016
  • Availability of Chairs, Committee Members, and WHPA Staff
  1. Committee Approves Matrix
 Chair and Committee Members Committee-Approved Matrix October 31, 2016
  • Availability of Chairs and Committee Members
  1. EC Approves Matrix
 EC, Chair and WHPA Staff EC-Approved Matrix November 30, 2016
  • Availability of Chairs and Committee Members
  • Time on Nov EC Meeting Agenda
  1. Matrix Posted to WHPA Website
 WHPA Staff Document posted to WHPA Website December 31, 2016
  • WHPA Staff Availability
Goal #3: Support a working group focused specifically on supporting the development of an ANSI/ACCA/ASHRAE STD 180 User Guide to inform the ANSI/ACCA/ASHRAE STD 180 User Manual sub-committee.
Milestone Owner Deliverable Due Date Dependencies
  1. Establish 2016 Working Group and Chair
 Committee Chair with support from WHPA Staff Agreement of EC to provide WHPA Staff support to cross-committee working group January 31, 2016
  • EC Agreement
  • Willingness for Committee member to act as Working Group Chair and serve in Working Group
  1. Provide Direct Support and Collaboration in the Development of the Standard 180 User Guide
 Full committee with support from WHPA Staff Monthly agenda and meeting minutes Ongoing
  • Availability of Committee and Working Group Members
Goal #4: In light of AB 802, Provide Review and Input into IOU CM Work Paper. Develop Question and Answer document capturing conversations throughout the year and post to the WHPA website by December 31, 2016.
Milestone Owner Deliverable Due Date Dependencies
  1. Understand Current Plans for IOU CM Work Paper Development
Chair, Committee Members, and WHPA Staff Current Work Paper Plans Presented at CQM Meeting and Codified in Meeting Minutes June 30, 2016
  • Availability of IOU CQM Program Manger
  • Availability of Chairs and Committee Members
  1. As Needed, Provide Portion of CM Meetings to Answer IOU Questions Regarding IOU CQM Work Paper Development and Capture in CQM Meeting Minutes
 Chair and Committee Members As Relevant, Q&A Codified in Meeting Minutes Ongoing
  • IOU CQM Program Managers have Questions
  • Availability of Chairs and Committee Members
  1. Combine all Q&A into a Single Work Product
WHPA Staff Draft Q&A Work Product November 30, 2016
  • WHPA Staff Availability
  1. Committee approves Q&A Document
 Chair and Committee Members Committee Approved Q&A Work Product November 30, 2016
  • Availability of Chairs and Committee Members
  1. EC approves Q&A Document
EC, Chair and WHPA Staff EC-Approved Q&A Work Product December 31, 2016
  • Availability of Chairs and Committee Members
  • Time on Dec EC Meeting Agenda
  1. Q&A Document Posted to WHPA Website
 WHPA Staff Document posted to WHPA Website December 31, 2016
  • WHPA Staff Availability
 


Working Group: Standard 180 User Manual

Chair: Dale Rossi (Field Diagnostic Services, Inc.)

2016-2017 SMART Goal Topic:

  1. Develop a draft outline of a scope of the Standard 180 User Manual for submission to ASHRAE

Committee Description/Mission: The ANSI/ASHRAE/ACCA Standard 180 is abstract and not easy to absorb quickly.  There is a recognized need to​ ​develop a user guide to support the industry in implementing the standard as intended. The WHPA CQM Standard 180 Maintenance Tasking working group previously analyzed parts of Section 5 of the Standard, specifically Tables 5-12 economizers and 5-22 rooftop units. That working group produced three work products as industry resources​ for Standard 180 technical field implementation.

The working group now seeks to draft a complementary work product for Section 4 implementation. It is the intent of the working group that the current effort is useful to a range of generally non-technical actors in the industry that deal with sales, planning, implementation and reporting.

 PDF of Implementation Plan

Goal #1: Launch 2016 CQM Standard 180 User Guide Working Group
Milestone Owner Deliverable Due Date Dependencies
  1. Review and Update Working Group Roster
 Chair and WHPA Staff 2016 Working Group Roster March 31, 2016
  • Availability of WHPA Staff and Chair
  • Willingness of members to participate in Working Group
  1. Hold 2016 Working Group Kick-Off Meeting
 Chair and Working Group Members Agenda and Meeting Minutes April 30, 2016
  • Availability of WHPA Staff, Chair and Members
  1. Review EC-approved SMART Goal Topics for Working Group
 Chair and WHPA Staff Discussion May 31, 2016
  • Availability of WHPA Staff and Chair
  1. Develop Draft SMART Goals
 Chair and WHPA Staff Draft SMART Goals May 31, 2016
  • Availability of WHPA Staff and Chair
  1. Develop Draft Implementation Plan
 Chair and WHPA Staff Draft Implementation Plan May 31, 2016
  • Availability of WHPA Staff and Chair
  1. Finalize SMART Goals and Implementation Plan
Chair and WHPA Staff Final SMART Goals and Implementation Plan June 30, 2016
  • Availability of Chair and Working Group Members
  1. Seek EC Approval of Implementation Plan
 EC and WHPA Staff EC Vote June 30, 2016
  • Time on June EC Agenda
  • Affirmative EC Vote to Approve
Goal #2: Develop Standard 180 User Guide Focusing on Implementation of Section 4. The CQM Working Group will Develop Five Key Section 4 Topic Research Documents and Summarize Findings by December 31, 2016.
Milestone Owner Deliverable Due Date Dependencies
  1. Define Five Key Section 4 Topics for Exploration
 Chair and Working Group Members Five Topics May 31, 2016
  • Availability of Chairs and Working Group Members
  1. Develop Research Document for Topic 1: “Understanding Performance Objectives and Condition Indicators”
 Chair, Working Group Members, and WHPA Staff Research Document Topic 1 June 30, 2016
  • Availability of Chairs, Working Group Members, and WHPA Staff
  1. Develop Research Document for Topic 2: “Making a Maintenance Plan”
 Chair, Working Group Members, and WHPA Staff Research Document Topic 2 July 31, 2016
  • Availability of Chairs, Working Group Members, and WHPA Staff
  1. Develop Research Document for Topic 3: “Investigating Unacceptable Conditions and Performance”
 Chair, Working Group Members, and WHPA Staff Research Document Topic 3 August 31, 2016
  • Availability of Chairs, Working Group Members, and WHPA Staff
  1. Develop Research Document for Topic 4: “Communicating the Value Proposition”
 Chair, Working Group Members, and WHPA Staff Research Document Topic 4 August 31, 2016
  • Availability of Chairs, Working Group Members, and WHPA Staff
  1. Develop Research Document for Topic 5: “Customer Facing Reporting”
 Chair, Working Group Members, and WHPA Staff Research Document Topic 5 September 30, 2016
  • Availability of Chairs, Working Group Members, and WHPA Staff
  1. Develop Draft Summary of Findings for the Key Five Topics
 Chair, Working Group Members, and WHPA Staff Draft Summary October 31, 2016
  • Availability of Chairs, Working Group Members, and WHPA Staff
  1. Working Group Approves Summary
 Chair, Working Group Members, and WHPA Staff Working Group Approved Summary October 31, 2016
  • Availability of Chairs, Working Group Members, and WHPA Staff
  1. Committee Approves Summary
 Chair, Working Group Members, and WHPA Staff Committee Approved Summary November 30, 2016
  • Availability of Chairs, Working Group Members, and WHPA Staff
  1. EC Approves Summary
 EC, Chairs and WHPA Staff EC Approved Summary December 31, 2016
  • Time on Dec EC Agenda
  • Affirmative EC Vote to Approve
  1. Summary posted to WHPA website
 WHPA Staff Document posted to WHPA Website December 31, 2016
  • WHPA Staff Availability

Compliance Committee

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Chair: Bob Barks (CALBO)

2016-2017 SMART Goal Topics:

  1. Provide Input into Compliance Components of SB350
  2. Provide input into appropriate business plans as requested
  3. Define Compliance Definition Matrix
Committee Description/Mission: The work of this Committee is to support CEESP Goal 1: Provide recommendations to support consistent and effective compliance, enforcement, and verification of applicable building and appliance standards. Provide recommendations on methods or best practices to help accomplish California’s Long-Term Energy Efficiency Strategic Plan (CEESP) compliance goals for permit compliance.


Approved May 12, 2016

Goal #1: Launch 2016 Compliance Committee
Milestone Owner Deliverable Due Date Dependencies
  1. Review and Update Committee Roster
 Chair and WHPA Staff 2016 Committee Roster March 31, 2016
  • Availability of WHPA Staff and Chair
  • Willingness of members to participate in Committee
  1. Hold 2016 Committee Kick-Off Meeting
 Chair and Committee Members Agenda and Meeting Minutes January 31, 2016
  • Availability of WHPA Staff, Chair and Members
  1. Review EC-approved SMART Goal Topics for Committee
 Chair and WHPA Staff Discussion April 30, 2016
  • Availability of WHPA Staff and Chair
  1. Develop Draft SMART Goals
 Chair and WHPA Staff Draft SMART Goals April 30, 2016
  • Availability of WHPA Staff and Chair
  1. Develop Draft Implementation Plan
 Chair and WHPA Staff Draft Implementation Plan April 30, 2016
  • Availability of WHPA Staff and Chair
  1. Finalize Compliance SMART Goals and Implementation Plan
Chair and WHPA Staff Final SMART Goals and Implementation Plan May 31, 2016
  • Availability of Chair and Committee Members
  1. Seek EC Approval of Implementation Plan
 EC and WHPA Staff EC Vote May 31, 2016
  • Time on May EC Agenda
  • Affirmative EC Vote to Approve
  1. Identify Compliance Committee Co-Chair
 Chair and WHPA Staff Co-Chair June 30, 2016
  • Availability of WHPA Staff and Chair
  1. EC- Approval of Committee Co-Chair
 EC and WHPA Staff EC Vote July 31, 2016
  • Time on July EC Agenda
  • Affirmative EC Vote to Approve
Goal #2: By July 31, 2016, develop a compliance definition matrix detailing the meanings to each market actor and the factors affecting understanding of compliance. The ultimate deliverable is to determine the commonalities for a WHPA universal definition of compliance with the understanding that compliance must be a repeatable process. 
Milestone Owner Deliverable Due Date Dependencies
  1. Define Market Actor Segments to be included in Matrix
 Chair and Committee Members Definition April 30, 2016
  • Appropriate information available to clearly define market actor segment
  • Availability of Chair and Committee Members
  1. Determine what the Energy Standards are that Influence Compliance
 Chair, Committee Members, and WHPA Staff Presentation June 30, 2016
  • Ability and availability of members and staff to codify energy standards
  1. Collect Compliance Definitions by Market Actor Segment and Vet Data
 Chair and Committee Members Data Collected and Verified June 30, 2016
  • Ability to collect data
  • Availability of Chair and Committee Members
  1. Develop WHPA Universal Definition of Compliance that Highlights the Understanding that Compliance must be a Repeatable Process
 Chair and Committee Members Universal Compliance Definition July 31, 2016
  • Availability of Chair and Committee Members
  1. Committee Approves Matrix
 Chair and Committee Members Final Recommendation for Presentation to EC July 31, 2016
  • Brief summary of proposed methods
  1. EC approves Matrix
 EC & WHPA Staff EC Approved Recommendation August 31, 2016
  • Time on Oct EC Agenda
  • Affirmative EC Vote to Approve
  1. Matrix Posted to WHPA Website
 Chairs & WHPA Staff Recommendation Sent to IOU HVAC Program Managers and Website Updated September 30, 2016
  • Availability of WHPA Staff and Chairs
Goal #3: The Compliance Committee will provide input into the pathways to implementation for EBEE’s Roadmap for Sub-Strategy 1.5.5 by October 31, 2016.
Milestone Owner Deliverable Due Date Dependencies
  1. Review Sub-Strategy 1.5.5
EBEE Committee Member and WHPA Staff Presentation July 31, 2016
  • Availability of Chair, WHPA Staff, and Committee Members
  1. Review Sub-Strategy 1.5.5 EBEE Charrette Findings
EBEE Co-Chair/Committee Member and WHPA Staff Presentation August 31, 2016
  • Availability of Chair, WHPA Staff, and Committee Members
  1. Review and Provide Input into Sub-Strategy 1.5.5 Roadmap
 Chair and WHPA Staff Discussion September 30, 2016
  • Availability of Chair, WHPA Staff, and Committee Members
  1. Develop Whitepaper Offering Potential Solutions to the Sub-Strategy 1.5.5 Gaps and Barriers identified in EBEE Work Product 1.
 Chair, Committee Members, and WHPA Staff Committee-approved Whitepaper October 31, 2015
  • Availability of Chair, WHPA Staff, and Committee Members
  1. Seek approval of Whitepaper by EC
 Committee Chair, EC, and WHPA Staff EC-approved Whitepaper November 30, 2016
  • Availability of Chairs, EC, and WHPA Staff
  • Time on Nov EC Agenda
Goal #4: The Compliance Committee will provide input into the pathways to implementation for EBEE’s Roadmap for Sub-Strategy 1.5.1 by October 31, 2016.
Milestone Owner Deliverable Due Date Dependencies
  1. Review Sub-Strategy 1.5.1
EBEE Co-Chair/Committee Member and WHPA Staff Presentation July 31, 2016
  • Availability of Chair, WHPA Staff, and Committee Members
  1. Review Sub-Strategy 1.5.1 EBEE Charrette Findings
EBEE Co-Chair/Committee Member and WHPA Staff Presentation August 31, 2016
  • Availability of Chair, WHPA Staff, and Committee Members
  1. Review and Provide Input into Sub-Strategy 1.5.1 Roadmap
 Chair and WHPA Staff Discussion and Meeting Notes October 31, 2016
  • Availability of Chair, WHPA Staff, and Committee Members
Goal #5: Support a Member-Supported Working Group Focused on Online Permitting
Milestone Owner Deliverable Due Date Dependencies
  1. Establish Member-supported Working Group
 Committee Chair with support from WHPA Staff EC Approval May 31, 2016
  • EC and Chair Approval
  1. Request Direction for Working Group Focus from EC
 Committee Chair with support from WHPA Staff Compliance Guidance Requests May 31, 2016
  • Availability of Chairs, EC, and WHPA Staff
  • Time on May EC Agenda
  1. Determine Working Group Chair(s)
 Committee Chair with support from WHPA Staff Chair identified June 30, 2016
  • Willingness for Committee member to act as Working Group Chair
  1. Provide Direct Support and Collaboration to Confirm Legal Requirements for Mechanical Permits, Research Best Practices in Online Permitting and Conduct Survey of Building Departments to support Planning Phase identified in the WHPA Work Product: Compliance Roadmap
 Full committee with support from WHPA Staff Monthly agenda and meeting minutes Ongoing through December 31, 2016
  • Availability of Committee and Working Group Members
Goal #6: Support a Member-Supported Working Group Focused on Unlicensed HVAC Equipment Sales
Milestone Owner Deliverable Due Date Dependencies
  1. Establish member-supported working group
 Committee Chair with support from WHPA Staff EC Approval April 30, 2016
  • EC and Chair Approval
  1. Request Direction for Working Group Focus from EC
 Committee Chair with support from WHPA Staff Compliance Guidance Requests May 31, 2016
  • Availability of Chairs, EC, and WHPA Staff
  • Time on May EC Agenda
  1. Determine Working Group Chair(s)
 Committee Chair with support from WHPA Staff Chair identified June 30, 2016
  • Willingness for Committee member to act as Working Group Chair
  1. Provide direct support and collaboration of Unlicensed HVAC Equipment Sales Working Group
Full committee with support from WHPA Staff Monthly agenda and meeting minutes Ongoing through December 31, 2016
  • Availability of Committee and Working Group Members


Working Group: Online Permitting

Chair: Mark Meyers (CALBO) and Allison Paul (CHF)

2016-2017 SMART Goal Topics:

  1. Launch 2016 Compliance Online Permitting Working Group
  2. Confirm Minimum Legal Requirements for Mechanical Permits and Document in an Interim Memo Posted to the WHPA Website by September 30, 2016.
  3. Identify Legislative and Regulatory Policy Issues Related to Online Permitting and Document in an Interim Memo posted to the WHPA website by October 31, 2016.
  4. Research Best Practices in Online Permitting and Document in a Memo Posted to the WHPA Website by December 31, 2016.

Committee Description/Mission: The issue of permitting and code compliance for Heating, Ventilating and Air Conditioning (HVAC) systems has been the subject of discussion within the regulatory policy arena for many years. In 2015, the WHPA Compliance Committee developed a roadmap through a collaborative process with California Building Officials (CALBO), contractors, city and county representatives, County Building Officials Association of California (CBOAC), Contractors State License Board (CSLB), the California Energy Commission (CEC), California State Association of Counties (CSAC), and other relevant stakeholders for approved web-based permitting of mechanical change-outs. This roadmap was approved in January 2016 and called for the development of this Working Group to develop an online permitting framework overseeing four distinct project phases: Plan, Define, Pilot, and Deploy. The roadmap detailed the action items necessary for each of these four project phases and their suggested timeframes.

PDF of Implementation Plan

Goal #1: Launch 2016 Compliance Online Permitting Working Group
Milestone Owner Deliverable Due Date Dependencies
  1. Review and Finalize Working Group Roster
 WHPA Staff and Chairs 2016 Working Group Roster August 31, 2016
  • Availability of WHPA Staff and Chairs
  • Willingness of members to participate in Working Group
  1. Hold 2016 Working Group Kick-Off Meeting
 WHPA Staff, Chairs, and Working Group Members Agenda and Meeting Minutes August 31, 2016
  • Availability of WHPA Staff, Chairs, and Members
  1. Review Draft SMART Goals and Implementation Plan
 WHPA Staff and Chairs Draft Implementation Plan August 31, 2016
  • Availability of WHPA Staff and Chairs
  1. Finalize SMART Goals and Implementation Plan
WHPA Staff, Chairs, and Working Group Members Final SMART Goals and Implementation Plan August 31, 2016
  • Availability of WHPA Staff, Chairs, and Working Group Members
  1. Review Online Permitting for Residential HVAC Alterations: An Industry Stakeholder Roadmap as well as pertinent studies and pilot data to be considered when working on these goals
 WHPA Staff, Chairs, and Working Group Members Meeting Presentation September 30, 2016
  • Time on a September Working Group Meeting
  • Availability of WHPA Staff, Chairs, and Working Group Members
  1. Seek EC Approval of Implementation Plan (if goals differ from already approved Online Permitting Roadmap)
 EC, Chairs, and WHPA Staff EC Vote September 30, 2016
  • Time on September EC Agenda
  • Affirmative EC Vote to Approve
Goal #2: Confirm Minimum Legal Requirements for Mechanical Permits and Document in an Interim Memo Posted to the WHPA Website by September 30, 2016.
Milestone Owner Deliverable Due Date Dependencies
  1. Research and Document Existing Information on Statewide Legal Requirements for Mechanical Permits 
 Chair and Working Group Members Data Documented August 31, 2016
  • Availability of Chairs and Working Group Members
  1. Interview Appropriate Stakeholders/SMEs to Clarify and Verify Understanding of Legal Requirements and the Basis for Those Legal Requirements
 Chair and   Working Group Members Data Documented September 30, 2016
  • Availability of Chairs and Working Group Members
  • Availability of Stakeholders/SMEs
  1. Develop Draft Interim Memo and Present to Working Group
 WHPA Staff, Chairs, and Working Group Members Draft Memo Developed September 30, 2016
  • Availability of Chairs, WHPA Staff, and Working Group Members
  1. Finalize Interim Memo
 WHPA Staff, Chairs, and Working Group Members Final Memo Developed September 30, 2016
  • Availability of Chairs, WHPA Staff, and Working Group Members
  1. Post Interim Memo to WHPA Website
 WHPA Staff Memo Posted September 30, 2016
  • Availability of WHPA Staff
Goal #3: Identify Legislative and Regulatory Policy Issues Related to Online Permitting and Document in an Interim Memo posted to the WHPA website by October 31, 2016.
Milestone Owner Deliverable Due Date Dependencies
  1. Research and Document Existing Information on Legislative and Regulatory Policy Issues Related to Online Permitting 
 Chair and Working Group Members Data Documented October 31, 2016
  • Availability of Chairs and Working Group Members
  1. Interview Appropriate Stakeholders/SMEs to Clarify and Verify Understanding of Policy Issues Related to Online Permitting
Chair and Working Group Members Data Documented October 31, 2016
  • Availability of Chairs and Working Group Members
  • Availability of Stakeholders/SMEs
  1. Develop Draft Interim Memo and Present to Working Group
 WHPA Staff, Chairs, and Working Group Members Draft Memo Developed October 31, 2016
  • Availability of Chairs, WHPA Staff, and Working Group Members
  1. Finalize Interim Memo
 WHPA Staff, Chairs, and Working Group Members Final Memo Developed October 31, 2016
  • Availability of Chairs, WHPA Staff, and Working Group Members
  1. Post Interim Memo to WHPA Website
 WHPA Staff Memo Posted October 31, 2016
  • Availability of WHPA Staff
Goal #4: Research Best Practices in Online Permitting and Document in a Memo Posted to the WHPA Website by
December 31, 2016.
Milestone Owner Deliverable Due Date Dependencies
  1. Research and Document Best Practices in Online Permitting
 Chair and Working Group Members Data Documented November 30, 2016
  • Availability of Chairs and Working Group Members
  1. Interview Appropriate Stakeholders/SMEs to Clarify and Verify Understanding of Best Practices in Online Permitting
Chair and Working Group Members Data Documented November 30, 2016
  • Availability of Chairs and Working Group Members
  • Availability of Stakeholders/SMEs
  1. Develop Draft Interim Memo and Present to Working Group
 WHPA Staff, Chairs, and Working Group Members Draft Memo Developed December 31, 2016
  • Availability of Chairs, WHPA Staff, and Working Group Members
  1. Finalize Interim Memo
 WHPA Staff, Chairs, and Working Group Members Final Memo Developed December 31, 2016
  • Availability of Chairs, WHPA Staff, and Working Group Members
  1. Post Interim Memo to WHPA Website
 WHPA Staff Memo Posted December 31, 2016
  • Availability of WHPA Staff

Council of Advisors

Minimize

Chair: Dominick Guarino (National Comfort Institute)
Vice Chair: Mark Meyers (CALBO)

2016-2017 SMART Goal Topics:

  1. Provide input into appropriate business plans as requested

Working Group: Policy and Legislative Communications

Chair: TBD

2016-2017 SMART Goal Topics:

  1. Define and Implement Effective and Timely Communication Channels and Feedback Loop Mechanisms for Policy and Legislative Issues
 

Existing Building Energy Efficiency Action Plan Committee

Minimize

Co-Chair: Barbara Hernesman (SynergyNexGen)
Co-Chair: Tim Mann (Indio Cooling & Heating Supply)

2016-2017 SMART Goal Topics:

  1. Continuation and Extension of EBEE Goals
  2. Provide input into appropriate business plans as requested
Committee Description/Mission: The mission of this committee is to provide input into the California Energy Commission (CEC) Existing Buildings Energy Efficiency Action Plan as desired and necessary throughout 2016. WHPA members and industry will work collaboratively with the California Public Utility Commission (CPUC) and Investor Owned Utilities (IOUs) to help develop pathways to implementation for the prioritized sub-strategies in the Action Plan.


PDF of Implementation Plan

Approved May 12, 2016

Goal #1: Launch 2016 EBEE Committee
Milestone Owner Deliverable Due Date Dependencies
  1. Hold 2016 Committee Kick-Off Meeting
 Chairs and Committee Members Agenda and Meeting Minutes January 31, 2016
  • Availability of Chairs and Members
  1. Review and Update Committee Roster
 WHPA Staff and Chairs 2016 Committee Roster March 31, 2016
  • Availability of WHPA Staff and Chairs
  • Willingness of members to participate in Committee
  1. EC-approved new Co-Chair to replace Jeanne Duvall
 WHPA Staff, Chairs, and EC Approved new Co-Chair April 30, 2016
  • Availability of WHPA Staff Chairs and EC
  1. Review EC-approved SMART Goal Topics
WHPA Staff and Chairs Discussion April 30, 2016
  • Availability of WHPA Staff and Chairs
  1. Develop Draft SMART Goals
 WHPA Staff and Chairs Draft SMART Goals April 30, 2016
  • Availability of WHPA Staff and Chairs
  1. Develop Draft Implementation Plan
 WHPA Staff and Chairs Draft Implementation Plan April 30, 2016
  • Availability of WHPA Staff and Chairs
  1. Finalize SMART Goals and Implementation Plan
WHPA Staff and Chairs Final SMART Goals and Implementation Plan May 31, 2016
  • Availability of Chairs and Committee Members
  1. Seek EC Approval of Implementation Plan
 EC and WHPA Staff EC Approved Implementation Plan May 31, 2016
  • Time on May EC Agenda
  • Affirmative EC Vote to Approve
Goal #2: Develop EBEE Pathways to Implementation Roadmaps for Five Sub-Strategies: 1.5.1, 1.5.2, 1.5.3, 1.5.5, 3.3.1
Milestone Owner Deliverable Due Date Dependencies
  1. Collect CEC Perspectives Regarding Five Sub-Strategies
Chairs, Committee Members, and WHPA Staff CEC Information and Opinions Collected April 30, 2016
  • Availability of Chairs, Members, and WHPA Staff
  1. Incorporate CEC Perspectives into Work Product 2 Worksheets
Chairs, Committee Members, and WHPA Staff Draft Work Product 2 Worksheets April 30, 2016
  • Availability of Chairs, Members, and WHPA Staff
  1. Hold Meeting with Compliance Committee Chair to devise Integration Plan Between Compliance and EBEE Regarding Sub-Strategies
 Compliance Chair, EBEE Co-Chairs and WHPA Staff Integration Plan April 30, 2016
  • Availability of Chairs and WHPA Staff
  1. Complete Charrette-ready Work Product 2 Worksheets for each of the Five Sub-Strategies
 Chairs, Committee Members, and WHPA Staff Charrette-ready Work Product 2 Worksheets June 30, 2016
  • Availability of WHPA Staff, Chairs, and Members
  1. Present representative sample of Worksheets, Plans for Charrette, and Plans for Roadmaps to EC at June EC Mtg
 Committee Chairs, EC, and WHPA Staff Presentation June 30, 2016
  • Availability of Chairs, EC, and WHPA Staff
  • Time on June EC Agenda
  1. Hold Charrette to review Worksheets and design Roadmap Plan Development Process
 WHPA Staff Charrette Held and Notes Captured July 31, 2016
  • Availability of WHPA Staff
  1. Develop Roadmaps for each Sub-Strategy
Chairs, Committee Members, and WHPA Staff Roadmaps Developed August 31, 2016
  • Availability of Chairs, Members, and WHPA Staff
  1. Garner Feedback from appropriate WHPA Committees
Chairs, Committee Members, and WHPA Staff Input Received from Appropriate Committees October 31, 2016
  • Availability of Chairs, Members, and WHPA Staff
  1. Committee finalizes Roadmaps
 Chairs, Committee Members, and WHPA Staff Committee Approved Roadmaps November 30, 2016
  • Availability of Chairs, Members, and WHPA Staff
  1. Seek approval of Roadmaps by EC
 Committee Chairs, EC, and WHPA Staff EC Approved Roadmaps December 31, 2016
  • Availability of Chairs, EC, and WHPA Staff
  • Time on November EC Agenda
  1. Roadmaps Shared with CEC and Posted to WHPA Website
 WHPA Staff Website Updated December 31, 2016
  • Availability of WHPA Staff
 

Fault Detection and Diagnostics Committee

Minimize

Co-Chairs: Sean Gouw (Southern California Edison) & Joe Schmutzler (Transformative Wave)

2016-2017 SMART Goal Topics:

  1. Identify FDD technology opportunities for new IOU program energy savings and incentives
  2. Provide input into appropriate business plans as requested
  3. Define FDD open data specifications for product development and integration

Committee Description/Mission: The work of this committee is to support CEESP HVAC Goal 4 (Increasing the percent of shipments of HVAC equipment that is optimized for the California climate), by focusing on strategies 4.5 (onboard FDD) and 4.6 (in-field FDD). The primary barrier to achieving these strategies is owner lack of recognition of the potential for HVAC problems, and recognition of the benefits that FDD technologies could provide. Integrating the FDD system with the owner’s decision-making process and the contractor’s service delivery process is a necessary component to accomplishing this Goal.


PDF of Implementation Plan

Approved May 12, 2016

Goal #1: Launch 2016 FDD Committee
Milestone Owner Deliverable Due Date Dependencies
  1. Review and Update Committee Roster
 WHPA Staff and Chairs 2016 Committee Roster April 30, 2016
  • Availability of WHPA Staff and Chairs
  • Willingness of members to participate in Committee
  1. Hold 2016 Committee Kick-Off Meeting
 WHPA Staff, Chairs and Committee Members Agenda and Meeting Minutes April 30, 2016
  • Availability of WHPA Staff, Chairs and Members
  1. Review EC-approved SMART Goal Topics for FDD Committee
 WHPA Staff and Chairs Discussion April 5, 2016
  • Availability of WHPA Staff and Chairs
  1. Develop Draft SMART Goals
 WHPA Staff and Chairs Draft SMART Goals April 5, 2016
  • Availability of WHPA Staff and Chairs
  1. Develop Draft Implementation Plan
 WHPA Staff and Chairs Draft Implementation Plan April 15, 2016
  • Availability of WHPA Staff and Chairs
  1. Finalize FDD SMART Goals and Implementation Plan
WHPA Staff and Chairs Final SMART Goals and Implementation Plan April 30, 2016
  • Availability of WHPA Staff and Committee Members
  1. Seek EC Approval of Implementation Plan
 EC and WHPA Staff EC Vote May 11, 2016
  • Time on May EC Agenda
  • Affirmative EC Vote to Approve
Goal #2: Develop Onboard and In-Field FDD Technologies Taxonomy to Inform and Educate FDD Stakeholders. Post taxonomy to the WHPA Website by December 31, 2016.
Milestone Owner Deliverable Due Date Dependencies
  1. Define scope of FDD technology list
 Chairs and Committee Members Definition May 31, 2016
  • Availability of Chairs and Committee Members
  1. Develop Initial List of FDD Technologies
 Chairs and Committee Members Initial FDD Technologies List June 30, 2016
  • Availability of Chairs and Committee Members
  1. Determine Objective Classification Criteria for FDD Technologies Taxonomy
 Chairs and Committee Members Criteria June 30, 2016
  • Availability of Chairs and Committee Members
  1. Collect criteria data for FDD Technology list
Chairs and Committee Members Criteria Data for Each Technology July 31, 2016
  • Availability of Chairs and Committee Members
  1. Committee Approves Taxonomy
 Chairs and Committee Members Final Taxonomy for Presentation to EC October 31, 2016
  • Availability of Chairs and Committee Members
  1. EC Approves Taxonomy
 EC & WHPA Staff EC Approved Taxonomy November 30, 2016
  • Time on Nov EC Agenda
  • Affirmative EC Vote to Approve
  1. FDD Technologies Taxonomy Posted to WHPA Website
 WHPA Staff Website Updated December 31, 2016
  • Availability of WHPA Staff
Goal #3: Leveraging Goal #2 where applicable, Develop a Recommendation for Criteria and Performance Verification Requirements to Qualify FDD Technologies for Inclusion in IOU Commercial HVAC Programs
Milestone Owner Deliverable Due Date Dependencies
  1. Review Research Related to FDD Technologies
Chairs and Committee Members Summary of Research Captured in Meeting Minutes June 30, 2016
  • Availability of Chairs and Committee Members
  1. Considerations for FDD Qualification Criteria Selection
 Chairs and Committee Members Qualification Criteria July 31, 2016
  • Availability of Chairs and Committee Members
  1. Explore methods to demonstrate compliance with FDD Qualification Criteria
Chairs and Committee Members Validation Requirements August 31, 2016
  • Availability of Chairs and Committee Members
  1. Committee Approves Recommendation
 Chairs and Committee Members Final Recommendation for Presentation to EC September 30, 2016
  • Availability of Chairs and Committee Members
  1. EC approves Recommendation
 EC & WHPA Staff EC Approved Recommendation October 31, 2016
  • Time on Oct EC Agenda
  • Affirmative EC Vote to Approve
  1. Recommendation Sent to IOU HVAC Program Managers and Posted to WHPA Website
 Chairs & WHPA Staff Recommendation Sent to IOU HVAC Program Managers and Website Updated November 30, 2016
  • Availability of WHPA Staff and Chairs

HVAC Energy Savings & DEER Committee

Minimize

Chair: Rich Danks (ASHRAE)

2016-2017 SMART Goal Topics:

  1. Improve baseline for AB802
  2. Provide input into appropriate business plans as requested
  3. Engage WHPA in discussions with Commission and others on policies related to cost effectiveness

Committee Description/Mission: The focus of this Committee is to work collaboratively with the CPUC and IOUs to help reach consensus on the energy savings aspects of HVAC installation and maintenance.

PDF of Implementation Plan
Goal #1: Launch 2016 HVAC Energy Savings and DEER Committee
Milestone Owner Deliverable Due Date Dependencies
  1. Find new Chair
 WHPA Staff and EC Co-Chairs EC Approved Chair April 30, 2016
  • Availability of WHPA Staff and EC Co-Chairs
  • Ability to locate volunteer for Chair position
  1. Review and Update Committee Roster
 WHPA Staff and Chair 2016 Committee Roster June 30, 2016
  • Availability of WHPA Staff and Chair
  • Willingness of members to participate in Committee
  1. Hold 2016 Committee Kick-Off Meeting
 WHPA Staff, Chair and Committee Members Agenda and Meeting Minutes June 30, 2016
  • Availability of WHPA Staff, Chair and Members
  1. Review EC-approved SMART Goal Topics for Committee
 WHPA Staff and Chair Discussion May 31, 2016
  • Availability of WHPA Staff and Chair
  1. Develop Draft SMART Goals
 WHPA Staff and Chair Draft SMART Goals May 31, 2016
  • Availability of WHPA Staff and Chair
  1. Develop Draft Implementation Plan
 WHPA Staff and Chair Draft Implementation Plan May 31, 2016
  • Availability of WHPA Staff and Chair
  1. Finalize SMART Goals and Implementation Plan
WHPA Staff Final SMART Goals and Implementation Plan June 30, 2016
  • Availability of Chair and Committee Members
  1. Seek EC Approval of Implementation Plan
 EC and WHPA Staff EC Vote July 31, 2016
  • Time on July EC Agenda
  • Affirmative EC Vote to Approve
Goal #2: By December 31, 2016, develop a cost effectiveness definition matrix detailing the meanings to each market actor and the factors affecting understanding of cost effectiveness. The overarching goal is to ensure a foundational understanding of cost effectiveness throughout the WHPA.
Milestone Owner Deliverable Due Date Dependencies
  1. Define Market Actor Segments to be Included in Matrix
 Chair and Committee Members Definition July 31, 2016
  • Appropriate Information Available to Clearly Define Market Actor Segment
  • Availability of Chair and Committee Members
  1. Collect Definitions by Market Actor Segment and Vet Data
 Chair and Committee Members Data Collected and Verified August 31, 2016
  • Ability to Collect Data
  • Availability of Chair and Committee Members
  1. Committee Approves Matrix
 Chair and Committee Members Committee-Approved Matrix September 30, 2016
  • Availability of Chair and Committee Members
  • Affirmative Committee Vote to Approve
  1. EC approves Matrix
 EC, Chair, and WHPA Staff EC Approved Matrix October 31, 2016
  • Time on Oct EC Agenda
  • Affirmative EC Vote to Approve
  1. Matrix Posted to WHPA Website
 Chairs & WHPA Staff Website Updated November 30, 2016
  • Availability of WHPA Staff and Chairs
Goal #3: The HVAC Energy Savings & DEER Committee will provide input into the pathways to implementation for EBEE’s Roadmap for Sub-Strategy 1.5.2 - Review BES for Cost-Effectiveness: Confirm that BES requirements are cost-effective when applied to existing buildings using careful review, industry engagement, and BES modifications where needed - by October 31, 2016.
Milestone Owner Deliverable Due Date Dependencies
  1. Review Sub-Strategy 1.5.2
EBEE Co-Chair/Committee Member and WHPA Staff Presentation July 31, 2016
  • Availability of Chair, WHPA Staff, and Committee Members
  1. Review Sub-Strategy 1.5.2 EBEE Charrette Findings
EBEE Co-Chair/Committee Member and WHPA Staff Presentation August 31, 2016
  • Availability of Chair, WHPA Staff, and Committee Members
  1. Review and Provide Input into Sub-Strategy 1.5.2 Roadmap
 Chair and WHPA Staff Discussion and Meeting Notes October 31, 2016
  • Availability of Chair, WHPA Staff, and Committee Members
Goal #4: Develop Committee-Sponsored Educational Webinar for WHPA Membership on What is a Baseline, Types of Baselines, How They are Used and Why They Matter in Energy Efficiency by September 30, 2016.
Milestone Owner Deliverable Due Date Dependencies
  1. Identify Speaker for Webinar
Chair, Committee Members and WHPA Staff Presentation July 31, 2016
  • Availability of Chair, WHPA Staff, and Committee Members
  • Willingness of identified speaker to speak
  1. Communicate Webinar Time and Date to Membership at Large
 WHPA Staff WHPA Staff to Communicate via Website, Committee Chair Announcements During Meetings, and e-Blasts August 31, 2016
  • Availability of WHPA Staff
  1. Host Webinar
 Chair and WHPA Staff Successful Webinar September 30, 2016
  • Availability of WHPA Staff
  • Speaker Availability
  1. Post Webinar Recording to WHPA Website
 WHPA Staff Recording Posted October 31, 2016
  • Availability of WHPA Staff
Goal #5: Develop White Paper on Stakeholder Perceived Impacts of AB802 Administrative Judge Baseline Decision by December 31, 2016.
Milestone Owner Deliverable Due Date Dependencies
  1. Review AB802 Administrative Judge Baseline Decision
 Chair, Committee Members and WHPA Staff Presentation July 31, 2016
  • Availability of Chair, WHPA Staff, and Committee Members
  • Willingness of identified speaker to speak
  1. Define Stakeholder Categories to be included in the White Paper
 Chair and Committee Members Definition August 31, 2016
  • Appropriate Information Available to Clearly Define Stakeholder Categories
  • Availability of Chair and Committee Members
  1. Collect and Vet Stakeholder Impacts
 Chair and Committee Members Data Collected and Verified September 30, 2016
  • Availability of Chair and Committee Members
  1. Develop Draft White Paper and Vet in October Committee Meeting
 Chair, Committee Members and WHPA Staff Draft White Paper October 31, 2016
  • Availability of Chair, WHPA Staff, and Committee Members
  1. Committee Approves White Paper
 Chair and Committee Members Committee-Approved White Paper November 30, 2016
  • Availability of Chair and Committee Members
  • Affirmative Committee Vote to Approve
  1. EC Approves White Paper
 EC, Chair, and WHPA Staff EC Approved White Paper December 31, 2016
  • Time on Dec EC Agenda
  • Affirmative EC Vote to Approve
  1. White Paper Posted to WHPA Website
 WHPA Staff Posted to website December 31, 2016
  • Availability of WHPA Staff

Residential Quality Installation Committee

Minimize

Chair: Buck Taylor (Roltay)

2016-2017 SMART Goal Topics:

  1. Develop a 2016-17 communication plan to communicate RQI needs to influence policy and implementation
  2. Assist in the integration of RQI and Whole House while protecting the integrity of QI fundamentals
  3. Provide input into appropriate business plans as requested

Committee Description/Mission: The Residential Quality Installation (RQI) Committee establishes goals, standards, and criterion to meet the RQI objectives established in the California Energy Efficiency Strategic Plan Goal 2: “Quality HVAC installation and maintenance becomes the norm. The marketplace understands and values the performance benefits of quality installation and maintenance.” The committee addresses program and marketplace barriers to RQI through:

  • Assisting in the development of an appropriate baseline for IOU claimed energy savings.
  • Supporting the work paper process to assign fair and accurate measure savings.
  • Working with program evaluators to identify an agreed upon approach for system performance evaluation to improve alignment between EM&V efforts and the IOU programs.
  • Developing customer-focused messaging to be used in the marketplace describing RQI benefits.

These efforts are intended to improve recognition of RQI measures with the regulators, IOUs and end-use customers, and to attain an extended, scalable program reach.

PDF of Implementation Plan

Goal #1: Launch 2016 RQI Committee
Milestone Owner Deliverable Due Date Dependencies
  1. Review and Update Committee Roster
 WHPA Staff and Chair 2016 Committee Roster March 31, 2016
  • Availability of WHPA Staff and Chair
  • Willingness of members to participate in Committee
  1. Locate New Chair
 WHPA Staff and Existing Chair EC-Approved Chair April 30, 2016
  • WHPA Staff and Chair
  • Willingness of member to become Chair
  1. Hold 2016 Committee Kick-Off Meeting
 WHPA Staff, Chair and Committee Members Agenda and Meeting Minutes March 31, 2016
  • Availability of WHPA Staff, Chairs and Members
  1. Review EC-approved SMART Goal Topics for Committee
 WHPA Staff and Chair Discussion March 31, 2016
  • Availability of WHPA Staff and Chair
  1. Develop Draft SMART Goals
 WHPA Staff and Chair Draft SMART Goals May 31, 2016
  • Availability of WHPA Staff and Chairs
  1. Develop Draft Implementation Plan
 WHPA Staff and Chair Draft Implementation Plan May 31, 2016
  • Availability of WHPA Staff and Chairs
  1. Finalize SMART Goals and Implementation Plan
WHPA Staff, Chair and Committee Members Final SMART Goals and Implementation Plan June 30, 2016
  • Availability of WHPA Staff, Chair and Committee Members
  1. Seek EC Approval of Implementation Plan
 EC, Chair, and WHPA Staff EC Vote June 30, 2016
  • Time on June EC Agenda
  • Affirmative EC Vote to Approve
Goal #2:  Update August 2012 White Paper: Changes Required to Achieve QI and Include a New Section Outlining a Communication Plan that Communicates RQI Needs to Influence Policy and Program Implementation by December 31, 2016.
Milestone Owner Deliverable Due Date Dependencies
  1. Develop Work Paper Outline including Considerations for Whole Building, the 10-Year Rolling Cycle, and other relevant policy mandates 
 Chair and Committee Members Outline July 31, 2016
  • Availability of Chair and Committee Members
  1. Assign Sections to Appropriate Committee Members for Drafting
 Chair and Committee Members Sections Assigned July 31, 2016
  • Availability of Chair and Committee Members
  1. Identify Key RQI Stakeholders
 Chair and Committee Members Stakeholders Identified July 31, 2016
  • Appropriate Information Available to Clearly Define RQI Stakeholder
  • Availability of Chair and Committee Members
  1. Review and Revise Sections
 Chair, Committee Members and WHPA Staff Sections Revised August 31, 2016
  • Availability of Chair, WHPA Staff, and Committee Members
  1. Develop Communication Plan Based on Revised Sections
 Chair and Committee Members Communication Plan Developed September 30, 2016
  • Availability of Chair and Committee Members
  1. Develop and Review Draft of White Paper
 Chair, Committee Members and WHPA Staff Draft Developed October 31, 2016
  • Availability of Chair, WHPA Staff, and Committee Members
  1. Committee Approves White Paper
 Chair and Committee Members Committee-Approved White Paper November 30, 2016
  • Availability of Chair and Committee Members
  • Affirmative Committee Vote to Approve
  1. EC Approves White Paper
 EC, Chair, and WHPA Staff EC Approved White Paper December 31, 2016
  • Time on Dec EC Agenda
  • Affirmative EC Vote to Approve
  1. White Paper Posted to WHPA Website
 WHPA Staff Posted to website December 31, 2016
  • Availability of WHPA Staff
 

Workforce Education & Training / Sector Strategy Committee

Minimize

Co-Chair: Jake Huttner (Southern California Edison)
Co-Chair: Jim Caldwell (California Community Colleges)

2016-2017 SMART Goal Topics:

  1. Continue supporting HVAC CQM/CQI Sector Strategy including continuation of Whole Building Education career lattice focusing on incumbent workers
  2. Provide input into appropriate business plans as requested

Committee Description/Mission: This committee was formed to act as the steering committee for the statewide WE&T HVAC Commercial Sector Strategy.

PDF of Implementation Plan
Goal #1: Launch 2016 WE&T Committee
Milestone Owner Deliverable Due Date Dependencies
  1. Review and Update Committee Roster
 WHPA Staff and Chairs 2016 Committee Roster April 30, 2016
  • Availability of WHPA Staff and Chairs
  • Willingness of members to participate in Committee
  1. Hold 2016 Committee Kick-Off Meeting
 WHPA Staff, Chairs and Committee Members Agenda and Meeting Minutes April 30, 2016
  • Availability of WHPA Staff, Chairs and Members
  1. Review EC-approved SMART Goal Topics
WHPA Staff and Chairs Discussion May 31, 2016
  • Availability of WHPA Staff and Chairs
  1. Develop Draft SMART Goals
 WHPA Staff and Chairs Draft SMART Goals May 31, 2016
  • Availability of WHPA Staff and Chairs
  1. Develop Draft Implementation Plan
 WHPA Staff and Chairs Draft Implementation Plan May 31, 2016
  • Availability of WHPA Staff and Chairs
  1. Finalize SMART Goals and Implementation Plan
WHPA Staff Final SMART Goals and Implementation Plan June 30, 2016
  • Availability of Chairs and Committee Members
  1. Seek EC Approval of Implementation Plan
 EC and WHPA Staff EC Vote June 30, 2016
  • Time on June EC Agenda
  • Affirmative EC Vote to Approve
Goal #2: Complete the 2015 Goal - To define what is meant by “comparable training” as referenced in the Don Vial Center Report: Workforce Issues and Energy Efficiency Programs: A Plan for California’s Utilities released May 2014. As stated in this report, “HVAC Quality Installation and Quality Maintenance: Require graduation from a state-certified apprenticeship program, a 2-year degree in HVAC, or proof of comparable training and experience for jobsite HVAC technicians.”
Milestone Owner Deliverable Due Date Dependencies
  1. Restart WHPA member-supported Comparable Training Working Group
 WHPA Staff Agenda and Meeting Minutes June 30, 2016
  • Availability of WHPA Staff, Chairs and Members
  1. Define criteria to determine comparable training
 Committee with support from WHPA Staff Criteria August 31, 2016
  • Availability of Committee Members
  • Availability of WHPA Staff
  1. Document findings in a WHPA work product
 Committee with support from WHPA Staff Work Product Committee Approval – August 31, 2016 EC Approval – September 30, 2016
  • Availability of Committee Members
  • Availability of WHPA Staff
  • Time on September EC Agenda
  • Affirmative EC Vote to Approve
Goal #3: Complete the 2015 Goal - To operationalize HVAC Sector Strategy “employer support” as defined in the WE&T Sector Strategies Background, Definition and Application document approved by the ED in December 2013. Definition: Employer Support -- Employers commit to hiring/promoting trainees or assuring that trainees apply the skills they acquire as part of their jobs.
Milestone Owner Deliverable Due Date Dependencies
  1. Restart WHPA member-supported Employer Support Working Group
 WHPA Staff Agenda and Meeting Minutes May 31, 2016
  • Availability of WHPA Staff, Chairs and Members
  1. Finalize Recommendations for Employer Support
 Committee with support from WHPA Staff Criteria May 31, 2016
  • Availability of Committee Members
  • Availability of WHPA Staff
  1. Document findings in a WHPA work product
 Committee with support from WHPA Staff Draft Work Product Committee Approval – June 30, 2016 EC Approval – June 30, 2016
  • Availability of Committee Members
  • Availability of WHPA Staff
  • Time on June EC Agenda
  • Affirmative EC Vote to Approve
Goal #4: The WE&T Committee will provide input into the pathways to implementation for EBEE’s Roadmap for Sub-Strategy 3.3.1 by October 31, 2016.
Milestone Owner Deliverable Due Date Dependencies
  1. Review Sub-Strategy 3.3.1
 EBEE Co-Chair/Committee Member and WHPA Staff Presentation July 31, 2016
  • Availability of Chair, WHPA Staff, and Committee Members
  1. Review Sub-Strategy 3.3.1 EBEE Charrette Findings
EBEE Co-Chair/Committee Member and WHPA Staff Presentation August 31, 2016
  • Availability of Chair, WHPA Staff, and Committee Members
  1. Review and Provide Input into Sub-Strategy 3.3.1 Roadmap
 Chair, Committee Members and WHPA Staff Discussion and Meeting Notes October 31, 2016
  • Availability of Chair, WHPA Staff, and Committee Members
Goal #5: Support the Whole Building Career Lattice Working Group
Milestone Owner Deliverable Due Date Dependencies
  1. Support Working Group
Committee with support from WHPA Staff Agreement of EC to provide WHPA Staff support to working group April 30, 2016
  • Working Group Chair to Volunteer and Dedicated Group of Subject Matter Experts to Commit until WG Accomplishes its Goals.
  1. Support Development of Career Lattice Work Product(s)
Working Group and Committee Members with support from WHPA Staff Career Lattice that Identifies and Indexes Knowledge and Skill Competencies for Utilization in any Educational Process Applicable to the Existing and Future HVACR & Building Performance Industry December 31, 2016
  • Working Group Completes Career Lattice
Goal #6: Support WHPA Cross-Committee Communication regarding WE&T Topics and Coordinating Committee Activities
Milestone Owner Deliverable Due Date Dependencies
  1. Identify WE&T Committee and Coordinating Committee Liaisons for Relevant Committees
 Committee with support from WHPA Staff Liaisons Identified July 31, 2016
  • Volunteers Available and Interested in Liaison Roles
  1. Report Out of WE&T Discussions from identified Liaisons 
 Committee with support from WHPA Staff Standing Agenda Item and Meeting Notes Capturing Discussion December 31, 2016
  • Liaisons Able to Attend Identified Committee Meetings and WE&T Meetings

Working Group: Whole Building Career Lattice

Co-Chair: Chris Compton (HVACRedu.net)
Co-Chair: Jim Caldwell (CCCCO)

2016-2017 SMART Goal Topics:

  1. Develop career lattice

Committee Description/Mission: The work of this committee is to support CEESP Goal 3.3: Identify workforce competencies in a logical and sequential order with levels indexed to existing industry credentials to support curriculum development of HVACR / WB educators.

PDF of Implementation Plan

Goal #1: Launch 2016 WE&T Whole Building Career Lattice Working Group

Milestone

Owner

Deliverable

Due Date

Dependencies
  1. Review and Update Working Group Roster

WHPA Staff and Chairs

2016 Working Group Roster

August 31, 2016

  • Availability of WHPA Staff and Chairs
  • Willingness of members to participate in Committee
  1. Hold 2016 Working Group Kick-Off Meeting

WHPA Staff, Chairs and Committee Members

Agenda and Meeting Minutes

August 31, 2016

  • Availability of WHPA Staff, Chairs and Members
  1. Review EC-approved SMART Goal Topics

WHPA Staff and Chairs

Discussion

August 31, 2016

  • Availability of WHPA Staff and Chairs
  1. Develop Draft SMART Goals

WHPA Staff and Chairs

Draft SMART Goals

August 31, 2016

  • Availability of WHPA Staff and Chairs
  1. Develop Draft Implementation Plan

WHPA Staff and Chairs

Draft Implementation Plan

August 31, 2016

  • Availability of WHPA Staff and Chairs
  1. Finalize SMART Goals and Implementation Plan

WHPA Staff

Final SMART Goals and Implementation Plan

September 30, 2016

  • Availability of Chairs and Committee Members
  1. Seek EC Approval of Implementation Plan

EC and WHPA Staff

EC Vote

September 30, 2016

  • Time on September EC Agenda
  • Affirmative EC Vote to Approve

Goal #2: Develop a Technician Career Lattice (up to Associate’s Degree) that Identifies and Indexes Knowledge and Skill Competencies for Utilization in any Educational Process Applicable to the Existing and Future HVACR & Building Performance Industry

Milestone

Owner

Deliverable

Due Date

Dependencies
  1. Review the report and the identified competencies in the “Review of HVACR Certification Programs in Southern California” as a possible foundation for developing the career lattice.

Chairs and Working Group Members
  • Report Posted to the WHPA Website
  • Meeting Minutes Reflect Discussion
  • Vote to use Competencies Identified in the Report as the Foundation

September 30, 2016
  • Availability of Chairs and Committee Members
  1. Identify HVACR educational providers offering technician credentials similar to the HVAC Excellence Employment Ready Air Conditioning, Gas Heat, Heat Pumps, Light Commercial Air Conditioning, and Light Commercial Refrigeration Certifications used in the “Review of HVACR Certification Programs in Southern California” report

Chairs and Working Group Members
  • List of HVACR Educational Providers

September 30, 2016
  • Affirmative Vote to use Competencies Identified in the Report as the Foundation
  • Availability of Chairs and Committee Members
  1. Ask identified providers to: (1) compare their competencies with those identified as the foundation and (2) provide suggestions for additions and subtractions to the competency list.

Chairs and Working Group Members
  • Crosswalk identified HVACR educational provider technician credential competencies with HVAC Excellence Employment Ready list

October 31, 2016
  • Availability of Chairs and Committee Members
  • Other HVACR education providers’ competency lists publicly available
  1. Translate the final list of competencies into the existing career lattice model format developed in December 2015 by the WHPA Whole Building Education Committee.

Chairs, Working Group Members, and Staff

Excel-based Technician Career Lattice Developed

November 30, 2016
  • Availability of Chairs, Committee Members, and Staff
  1. Approval of Career Lattice by Working Group

Chairs and Working Group Members

Approved Career Lattice

November 30, 2016
  • Completion of Lattice
  • Availability of Chairs and Working Group Members
  • Affirmative Working Group Vote to Approve
  1. Approval of Career Lattice by WE&T Committee

Chairs, Working Group Members, and Committee Members

Approved Career Lattice

December 31, 2016
  • Completion and Acceptance of Career Lattice by WE&T Committee
  • Availability of Chairs and Committee Members
  • Affirmative Committee Vote to Approve
  1. Approval of Career Lattice by EC Committee

Chairs and EC

Adoption of Career Lattice as a WHPA Approved Work Product

January 31, 2017
  • Time on Jan EC Agenda
  • Affirmative EC Vote to Approve
  1. Lattice Posted to Website

WHPA Staff

Posted to Website

January 31, 2017
  • Availability of WHPA Staff
  1. Expand Career Lattice to include Higher Level Technical Occupations

Chairs and Working Group Members

Adoption of Extended Career Lattice as a WHPA Approved Work Product

2017
  • Availability of Chairs, Committee Members, and Staff
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