Tuesday, February 26, 2019 12:00pm - 1:00pm PST Executive Director Elsia Galawish Assistant Director Wendy Worrell - Presented by WHPA Staff
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Tuesday, February 26, 2019
12:00pm – 1:00pm PST
Presented by WHPA Staff
Executive Director Elsia Galawish
Assistant Director Wendy Worrell
2
WHPA Executive Director
Responsible for ensuring continued momentum of
WHPA’s evolution into a sustainable California nonprofit
public-benefit corporation providing, conducting, and
promoting research and education focused on energy
efficiency, environmental quality and sustainability through
the HVAC lens.
Develop strategic and business plans and financial forecasts.
Establish infrastructure, create governance documents,
manage staffing, oversee startup tasks and timeline
commitments.
Work collaboratively with both WHPA Executive Committee
and WHPA Board of Directors.
Pursue collaborative industry projects and fundraising.
3
Wendy Worrell is the Assistant Director of the
Western HVAC Performance Alliance Inc (WHPA)
Wendy worked as subcontractor to WHPA 2011-2017
and was recruited as Assistant Director in 2018
During Wendy’s 2011-2017 subcontractor role with WHPA,
she worked to achieve progress toward the goals of the
California Energy Efficiency Strategic Plan (CEESP) in many
WHPA and HVAC arenas
Wendy was Partner and Co-Owner of InfoPlast Business
Solutions since 2002 providing administrative consulting
services to clients in a variety of industries ranging from
athletics, recruiting, real estate, energy efficiency
Wendy received her B.A. in Psychology and Sociology from
UC Irvine
She received her MBA in Business Administration
from University of Redlands
4
Webinar Recorded
To Ask Questions/Make Comments…
◦ Dial *6, then follow the prompt (dial 1) to go into
the queue.
• When your queue position is reached, you will
automatically be prompted to ask your question.
- State your name & organization when speaking; note if making a
personal comment
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• If you prefer, you may send questions through the
Chat feature.
If you have trouble, text 949-246-4985.
5
WHPA Foundational Strategic Perspectives
◦ Current Overarching Theme
◦ HVACR Policy/Decision Maker Influencers
◦ Policy & Program Development: Foundation on Which
WHPA was Built
◦ WHPA Goal Areas
WHPA Stakeholder Engagement
◦ Planned 2019 WHPA Events
◦ WHPA Master Calendar
◦ Registration Methods
New WHPA Work Product Procedures
Q&A (interactive discussion)
6
Transform the HVACR market place to benefit consumers
Profitable value
added HVAC
Trade Allies
Customers business model
easily for QI/QM
Technician recognize,
training and understand
certification the impacts of
credentialing a QI and QM
Manufacturing norm
innovation –
Third‐parties Increase in
cooling
/credible fault QIs
systems for
detection tools
hot dry climate
7
In order to reach a goal of making HVACR EE an integral part of
‘business as usual’
HVACR
Leaders -
Commitment
CEESP
Vision and
Goals –
Market
Transform
Outreach – WHPA
SMEs (Advisory
Group)
8
9
The Foundation on Which WHPA is Built –
“Big Bold” Energy Efficiency Strategy
◦ WHPA focus – Chapter 6: HVAC of the
CPUC California Energy Efficiency
Strategic Plan (CEESP)
Goal #3: HVAC will be transformed to
ensure that its energy performance is
optimal for California’s climate.
12
WHPA - Key Overarching Goals (2009-2017) link to current goals.
Goal Description 2009-2017 2018+
Assist California utilities, policymakers and other stakeholders to Work with relevant
implement, assess, prioritize, build consensus around and parties to continuously
Goal 1: Not done in the past
continuously improve the California Energy Efficiency Strategic improve Ch. 6 of
Plan (CEESP). CEESP
Craft and evolve an “HVAC Road Map” (Action Plan) WHPA part of roadmap Work with relevant
containing specific actions, schedules, technical and financial development but no parties to update and
Goal 2:
resources, and interim metrics for success for achieving the near- tracking metrics or create metrics for
term, mid-term and long-term goals articulated in the CEESP. updates success
Provide counsel to and take input from CA energy efficiency
Goal 3: program administrators, designers and implementers for the Addressed Continuation
purposes of reducing HVAC energy consumption and demand.
Serve as an effective resource for the many disparate elements Continuation with a
Goal 4: of the HVAC market who have joined forces to transform the Addressed broader perspective
HVAC sector. emphasis.
13 WHPA Activity (Past & Future) Alignment to ...
Regulatory and Legislative Activities Impacting HVACR Industry
AB 32 AB 758 SB 350 AB 802 SB 1414 T24 T20
EBEE AP (Gaps
See EBEE (AB /barriers; Recs/ CO) Compliance
Compliance Compliance CQM FDD
758) [HERS enhancement (Definition Matrix)
Program?]
SB 1477 OPWG (5 or 6
EE EM&V CQI EBEE
Decarbonization Reports)
AB 3232 PG&E permit
WE&T FDD Compliance
Electrification pulling study
EBEE /
RQI
Compliance
(User Guides)
14Big Bold Energy Efficiency Strategies (BBEES)
Overarching Goal:
WHPA Goal #3 HVACR Industry
Operational / “Fall
• #1 HVACR EE & DR Out” Goals
• #2 Emerging Tech 5 Critical
Topical •#4 Community
• #6 Public Policy
Area Engagement
• #7 Codes & Standards Goals
•#5 Consumer
• #8 WE&T Outreach
15Q&A Instructions Reminder
If not done so already, dial *6 then follow the
prompt (dial 1) to be placed in the Q&A queue;
dial 2 to remove yourself from the queue
– OR –
Send questions through the Chat feature.
State your name and organization when
speaking; note if making a personal comment
If you have trouble, text 949-246-4985.
16 2019 Calendar Timeline Overview of Expected Stakeholder Engagement Activities
17 Codes & Standards (C&S) Goal
◦ August Enforcement
Solutions Charrette
1 Day Event at SoCal
Venue
• Date/Venue Finalization In Process
Targeted Discussion to
Identify Actionable
Item per Stakeholder
Group to Improve
Compliance and
Enforcement
18 Codes & Standards (C&S) Goal (continued)
◦ Codes & Standards Committee
Co-Chairs
• Williams/Phoenix – Ruth Ann Davis
• Center for Sustainable Energy (CSE) – Lindsey Hawes
Priority Topics
• Online permitting
• Contractor engagement (aka unlicensed contractors)
• Standing item - update on code adoption
• Electrification
• CEA (California Energy Alliance) OBC (Outcome-based Code)
Meetings
• Launch Friday: March 22, 2019 from 1-2pm PT
• Monthly thereafter: 3rd Fridays from 1-2pm PT
Roster Development (in process)
19 At the Center for Sustainable Energy (CSE) since 2011
Since 2017 has been CSE’s Assistant Director of Distributed
Energy Resources (DER) Advisory Services working with key
stakeholders to transform the market for high performance buildings
in order to…
◦ Build demand for high performance buildings;
◦ Develop policies that advance clean energy;
◦ Facilitate smooth market transactions through promotion of clean energy
financing products, green real estate valuation, and streamlined codes,
standards, and permit processes;
◦ Pursue partnerships and funding opportunities to help market actors
achieve their clean energy goals.
Joined the WHPA in 2013 to participate in the Compliance and DEER
Committees. Current Codes & Standards Committee Co-Chair.
Holds numerous degrees/certifications.
◦ B.S. in Environmental Science from University of Mary Washington
◦ M.S. in Environmental Science & Management from Donald Bren
School of Environmental Science
◦ Project Management Professional Certification from the Project
Management Institute.
20 Represents Williams/Phoenix, manufacturer of gas and
electric heating, hydronic or refrigerant fan coils and air
handlers, dehumidifiers, and air curtains.
Is Vice President, Strategic Marketing and Relationships.
Has been with Williams for 28 years with executive positions of
Regional Sales Manager; Senior Vice President of Sales & Marketing;
and Vice President, Strategic Marketing and Relationships.
Is 2009 WHPA Founding Member, served on the Steering Committee
and a variety of Committees and Working Groups, and is Co-Chair of
WHPA’s Codes & Standards Committee.
Provides advocacy, mentoring, coaching, networking, leadership, and
education for Women in the HVACR Industry—Women in HVACR.
Studied Business at University of Mary Washington in Virginia, and
participated in American Management Association’s
Executive Management Institute.
21 Public Policy Goal (PP) ◦ Regulatory Ad Hoc
Committee
Supports updates of the
CA Statewide HVAC EE
Strategy Development
Roster of SMEs
• CEC, CPUC, CSLB, AHRI, HARDI
• Local SME Input Needed
◦ WHPA eblasts of
Regulatory/Legislative
updates/assessments
& comment requests
◦ Party to Proceedings
Collected WHPA Member
Comments
◦ Educational Webinars
July/Oct: Nat’l Issues/Legislative Pipeline
22 HVACR Industry Goal
(Overarching) Title
Revisit Previous Work Products
◦ May (7th, 9th, 14th, or 15th) deemed Relevant in current
Meet and Greet Event environment
10am – 2pm PT
Member Meet & Greet Event with
Venue in Northern California Educational Speaker/Panel (location
Working to Secure CARB as &
Meet Speaker
Greet est. based TBD)
Annual In-Person Business &
◦ November 19th
Annual In- Membership Meetings (location TBD)
Annual Meeting cost est.
Person Membership Meeting
8am -5pm PT
Hilton Pasadena (Expected)
Day before IHACI Trade Show
23Title Emerging Technology (ET)
Investigate and identify needed
emerging EE technologies and provide
Goal
insight/guidance/prioritization for
development or commercialization ◦ July 2019: Manufacturers
Near Term: Round Table
1. Manufacturers Round Table on
Technologies & Costs Videoconference
2. Contractors Round Table on TOPIC: Technologies & Costs
s cost of x3 customer demands
Short Term:
1. Provide peer exchange, input and
◦ September 2019:
guidance on MT, environmental quality Contractors Round Table
and sustainability goals Videoconference
Long Term:
1. Assist with field testing of TOPIC: Customer Demands
commercially-viable tools, equipment
and processes and report results
24 Workforce Education & Training (WE&T) Goal
WE&T Committee WHPA on ACEEE
Literature Review Needs Panel 2
Determination (White Paper)
◦ ACEEE (American Council for an Energy-Efficiency
Economy) 2019 Summer Study - Panel 2
WHPA Lead: Joe Schmutzler presenting on “HVACR Training for a DER World”
• ASAP Submit any ideas or research to include to Treasurer@whpa-inc.org.
• Feb 28th: Draft White Paper out for WHPA Member Comments
• Mar 11th: Draft White Paper Submission to ACEEE
• May 7th: ACEEE Review Notification to WHPA
• May 17th: 2nd Draft White Paper Due to ACEEE
• June 6th – 14th: Final White Paper Submission to ACEEE
• Aug 12th -15th: WHPA at ACEEE Summer Study on EE in Industry
25 Energy Efficiency/Demand Response (EE/DR) Goal
WHPA Facilitated Market Research
• WHPA SME input via email campaigns and surveys
• Focused collaboration through EE/DR Committee/Working Group
once needs determined
Collaboration with CAEECC
• WHPA as CAEECC member presenting collective WHPA SME
comments as WHPA voice of diverse stakeholder base
WHPA Staff – IOU Collaboration on EE/DR – IOU Business Plans
"How should these (HVACR) programs be designed in order to have
the greatest impact and chances of success?"
26 Energy Efficiency/Demand Response (EE/DR) Goal
27 Community Engagement & Consumer Outreach
Goals
◦ Educational Webinars on HVACR Trending Topics
(beyond today’s Stakeholder Engagement Overview)
June: Topic per Member Poll
Sep: Topic per Member Poll
Dec: Topic per Member Poll
Suggestions Welcome During Today’s Webinar
28 Running Calendar of all WHPA hosted + WHPA participatory events
29 Easily Register* for WHPA Events through links in:
Direct WHPA Emails LinkedIn Postings Twitter Postings
WHPA Master Calendar WHPA Member Login WHPA Events List
Event URLs
1. Enter Username & Password
2. Click on ‘What Would You
Like to Do’ drop down
1. Enter desired ‘Event’ criterion
3. Select ‘Current Event’
2. Click event ‘Register’ button
4. Click event ‘Register’ button
* Member only & Committee events require login for access to registration information.
30 Work Product Advisory Committee (WPAC):
◦ Formal mechanism for coordinating WHPA’s work product
approval process activities of all committees and working groups
Create Work Product Stakeholder Signed
Active Call for WPAC
Majority & Minority
Summary Form Roster Nominees
Views as WP Format
Each work product • WP specifies … • Primary and Backup
must have … Aligned areas Rep per Stakeholder
Marketing plan with .. Category
Pros/Cons
• messaging • Must be WHPA
• Development Member in Good
• Identified recipients
includes … Standing
release plan for …
Public Comment
• Consumer Outreach
Opportunity
• Community Engagement
• Industry Impacts:
tracking outcomes
31 Interactive Discussion
To Ask Questions/Make Comments…
◦ Dial *6, then follow the prompt (dial 1) to go into
the queue.
• When your queue position is reached, you will
automatically be prompted to ask your question.
• Dial 2 if you want to remove yourself from the
queue.
• If you prefer, you may send questions through
the Chat feature.
• If you have trouble, text 949-246-4985.
32 WHPA Staff
Elsia Galawish (Executive Director)
• Galawish@whpa-inc.org
• 415-342-8907 Cell
Wendy Worrell (Assistant Director)
Worrell@whpa-inc.org
951-244-6400 Office –or- 949-246-4985 Cell
Barbara Hernesman (Director Strategic Initiatives –
Fundraising)
Hernesman@whpa-inc.org
530-265-2013 Office –or- 530-277-4128 Cell
3334
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