MTAB members joining the board April 2024

MTAB

We are pleased to announce that the Market Transformation Advisory Board (MTAB) members starting terms in April 2024 will be:  

  • Hayley Goodson, TURN | Ratepayer Advocacy/Protection  
  • Fred Gordon, independent (formerly Energy Trust of Oregon) | Evaluation Professional  
  • Peter Miller​, independent (formerly NRDC) | Environmental Advocacy 
  • Karina Camacho | Inland Regional Energy Network (I-REN) 

Three of these members are current MTAB members that reapplied for their seats and were chosen among other candidates. The Regional Energy Network (REN) representative, Karina Camacho, was chosen by those organizations to represent them. She will replace Lujuana Medina of the SoCal REN.  

”We are thrilled to continue collaborative efforts with MTAB in developing market transformation initiatives that will yield long-lasting and equitable energy efficiency benefits in California,” said Stacey Hobart, CalMTA principal of stakeholder engagement and communications at Resource Innovations (RI). CalMTA is a program of the California Public Utilities Commission (CPUC) and is administered by RI.  

The MTAB plays a crucial role in CalMTA’s activities, contributing expertise and viewpoints to shape California’s market transformation initiatives. Members offer impartial, non-binding advice to CalMTA and CPUC throughout the planning and execution of market transformation efforts. This includes assessing idea selection, providing input on research plans, and monitoring progress.

Seating members for new board terms 

CalMTA recently accepted applications for seats on MTAB, as the one-year terms of current members are concluding in April. The application period ran from February 6-20, 2024. 

The MTAB application process involved several key steps to ensure the selection of suitable candidates. This process encompassed the development of MTAB scoring criteria, aimed at identifying the most qualified individuals to serve on the board. The formulation of MTAB application questions was guided by the following criteria: 

  • Confirmed MTAB category and review of any conflicts of interest 
  • Unique qualifications for the MTAB (market transformation and energy efficiency experience) 
  • Board and committee experience   

Additionally, efforts were made to promote the open application through outreach and promotional activities. 

 

MTAB application questions & scoring criteria 

The MTAB application will open again in the first quarter of 2025 to fill expiring seats for the following positions:  

  • Workforce and/or labor 
  • National/Regional Energy Efficiency policy professional 

Stay informed by joining our mailing list to receive timely updates regarding the application process. 

Blog: Summary Report of CalMTA Listening Sessions now available

Blog

Listening Sessions with ESJ Communities report coverCalifornia has a strong commitment to ensuring that communities facing a disproportionate energy burden and historical inequities of efficiency investment enjoy the benefits of energy efficiency. In support of these statewide goals, CalMTA is working to apply an “equity lens” in development of the state’s first portfolio of energy efficiency market transformation initiatives (MTIs).  To engage diverse communities in the early stages of market transformation (MT) idea development, CalMTA conducted a series of listening sessions with equity stakeholders and workforce education and training (WE&T) entities focused on energy equity. These five 90-minute listening sessions were held last fall and sought to understand past experiences and attitudes of environmental and social justice (ESJ) communities in relation to energy efficiency program engagement.

Stakeholders may now access a report, Listening Sessions with ESJ Communities: Key Findings and Market Transformation Recommendations, summarizing methodology and approach, session findings, and recommendations.

One of the things that we fear is going on right now is gentrification of environmental issues in this area, meaning that affluent communities are getting all the benefits of energy efficiency and poor communities must be on the waiting list.

Session findings

Key takeaways from the sessions, which focused either on Innovation & Technology or Workforce Development, highlighted the need for culturally appropriate, accessible, and credible outreach and education and hands-on experience with newer energy efficiency technology. Participants in all sessions related that this information is best received from trusted sources, reiterating the best practice of connecting with and leveraging existing outreach and education channels provided by CBOs and recognized community leaders.

On the question of WE&T, participants shared that any WE&T efforts must navigate structural barriers to successful training, identifying both structural and logistical barriers and suggesting many potential practices and solutions to address these barriers. Further, they reflected that training and education must connect ESJ participants to long-term, quality jobs. In addition to strategies for enhancing training and educational offerings, listening session conversations repeatedly called out the need to link these trainings with “high road” jobs that are well-paid and offer benefits and paths for advancement.

There are actually jobs out there that they never knew of -- it's not just auto mechanics or electrical, there's energy efficiency, heat pumps, weatherization that they can create a living off of

Participants identified other barriers to making the benefits of market transformation more accessible to ESJ communities, including high concerns about grid resiliency due to the impacts of rolling blackouts and other outages. Discussions also raised the challenge associated with suboptimal conditions of homes, noting that many homes in ESJ communities do not have the capacity to handle the increased electrical load required for some decarbonization measures without significant upgrades to panels, wiring, or other equipment.

Effectively addressing any of these barriers and opportunities requires that CalMTA engage ESJ community members in research, design, and evaluation to hear from community voices directly and ensure technologies and interventions accurately respond to needs and achieve energy equity goals of a particular MTI.

So how do we leverage environmental and EE organizations to utilize them as sounding boards, and advocates in the community...I would say, bring them along.

Recommendations

CalMTA proposes six recommendations based on the listening session takeaways including:

  • Working with trusted entities to help integrate the voices of ESJ communities into CalMTA’s work and support co-creation of culturally appropriate messaging and education.
  • Ensuring that MTIs include strategies designed to minimize potential risk or unintended negative impacts when promoting less proven energy efficiency technologies, or those the market is less able to support, to ESJ communities.
  • Leveraging upstream market interventions to share insights from ESJ communities with key market actors, demonstrating the potential for increased market share by making technologies more accessible to this customer segment.
  • Designing residential initiatives targeting ESJ communities with an understanding of specific housing stock characteristics and needs, including envelope upgrades that will optimize the performance of heat pump technology.
  • When MTI interventions target ESJ community member participation (e.g., workforce development), ensure strong partnership and collaboration with existing programs and work to incorporate wraparound services like childcare or transportation assistance.
  • As much as possible, embed equity considerations and create mechanisms to prioritize the needs of diverse participants in procurement protocols.

read the report, Listening Sessions with ESJ Communities

CalMTA Advisory Board member application closed

MTAB

CalMTA accepted applications for the seats of the Market Transformation Advisory Board (MTAB) members whose one-year term ends in April. The application form was publicly available February 6 – 20, 2024.

The available seats were for two-year terms in the categories of Ratepayer Advocacy, Environmental Advocacy, and Evaluation Professional. Applications will be scored by a team and recommendations will be approved by the California Public Utilities Commission (CPUC) Energy Division staff. Successful candidates will start their terms after the next MTAB meeting on April 25, 2024.

While applications were open to the public, CalMTA anticipates that current members for these seats would reapply to continue serving on the board.

The role of MTAB members

The MTAB is critical to CalMTA’s operations, bringing their expertise and perspectives to this important and high-profile program to establish a market transformation portfolio for California. In their role, they provide unbiased, non-binding recommendations to CalMTA and the CPUC during the design and implementation of market transformation initiatives (MTIs). This includes reviewing market transformation idea selection and prioritization, providing feedback on research plans (Advancement Plans), and tracking MTI activities and progress.

MTAB members meet either in-person or virtually at least quarterly for 6-8 hours including review of materials. Our MTAB meetings are open to the public and provide opportunities for public comment.

Requirements

MTAB representatives are intended to have diverse backgrounds and possess the following general characteristics:

  • A long-term background in California and national energy efficiency
  • A broad-based interest in outcomes of California and national energy efficiency proceeding,
  • A solid understanding of market transformation principles
  • Experience working constructively on advisory (or similar) committees

MTAB members are required to comply with the MTAB charter and conflict of interest policies. Travel within the state of California is required for meetings. Members will receive a stipend and expense reimbursement.

Learn more about the MTAB at our Advisory Board FAQ, or Taqua Ammar with any questions.

Comment period has closed on the Program Strategy Pilots

CalMTA will be conducting Strategy Pilots to learn more about the technologies targeted in the first set of market transformation Advancement Plans and test potential market intervention strategies. Plans for these Strategy Pilots were available for comment through Jan. 8-23 on the California Public Utilities Commission (CPUC) public documents site.

Read the Portable/Window Heat Pump Self-Installation Practices Program Strategy Pilot

Read the Geographic Targeting Using ESRPP for Portable/Window Heat Pump and Induction Cooking Program Strategy Pilot

Public comment was collected via the California Public Utilities Commission Public Documents Area from January 8-23, 2024. The Strategy Pilot Comment Memo provides a comprehensive list of comments received and CalMTA’s response.

Public comment on Batch 1 draft Advancement Plans has closed

CalMTA has developed draft Advancement Plans for three potential Market Transformation Initiatives. The Advancement Plans describe the initial MTI theory and market research, field demonstrations, pilots, and other activities needed to inform a full MTI Implementation Plan specific to each market and idea selected.

Plans for the draft Advancement Plans were available for public comment December 6-20, 2023 on the California Public Utilities Commission (CPUC) public documents site.

Efficient Rooftop Units

Portable/Window Heat Pumps

Induction Ranges and Cooktops

Public comment period on the draft Evaluation Framework has closed

The California Market Transformation Framework, created via CPUC Decision 19-12-021, calls for setting clear savings goals and other market transformation initiative (MTI) metrics to ensure a high level of accountability, and ongoing evaluation to reduce program performance risk. To ensure this outcome, CalMTA has developed a draft Evaluation Framework that describes the policies, principles, and high-level approaches that CalMTA will use to assess its portfolio of MTIs. The approaches are consistent with the Decision and reference the substantial existing body of literature on the best practices and lessons learned for market transformation evaluation.

The draft Evaluation Framework was available for public comment Oct. 17-Nov. 2, 2023 on the California Public Utilities Commission (CPUC) public documents site.  A recording of the public Q&A webinar session, held October 19, 2023 is available here.

Request for Ideas summary memo

This memo provides an update on select market transformation (MT) ideas submitted during the request for ideas (RFI) process recently conducted by CalMTA. It gives an overview of the ideas that have advanced to Stage 2 scoring and discusses a preliminary review of the ideas proposed as “front runners.” As detailed in this memo, front runners are those ideas that scored well and are more fully viable for near-term MT development than other leading ideas because of product readiness, high leverage, or other defined criteria.

 

RFI Summary Memo

CalMTA’s work with ESJ communities

CalMTA recognizes the historical inequities of efficiency investment and is using an equity lens in our approach to developing a market transformation portfolio for California that delivers benefits to environmental and social justice communities. In addition to California’s energy and climate goals, CalMTA seeks to support statewide priorities on environmental and social justice (ESJ) and ensure market transformation initiative (MTI) outcomes reflect the needs and desires of the communities they benefit.

Learn more about how we work with ESJ communities and our approach to equity.

CalMTA seeks to catalyze market change for California’s energy future 

Sunset over the city

With the hottest summer on record upon us, innovative climate solutions are needed more than ever. To support this process, CalMTA is seeking ideas that will accelerate market adoption of new or under-used energy efficiency technologies or practices across California. With just two weeks left to submit, this Request for Ideas (RFI) will inform development of a portfolio of market transformation initiatives (MTIs) to help realize the state’s energy and climate goals. MTIs will also help progress workforce development and equity efforts.  

While California has already made significant investments in energy efficiency, the CPUC established CalMTA early this year to introduce a market transformation framework that supplements existing efforts. Market transformation is a proven approach that creates long-lasting, sustainable market-level changes by removing barriers to adoption of energy efficiency and decarbonization technologies and practices. CalMTA is a program of the CPUC and is administered by Resource Innovations.  

Request for Ideas 

To identify the first initiatives, CalMTA will accept RFI submittals through an Idea Portal until August 18. The Idea Portal asks 13 questions to describe technologies or practices with energy-saving potential that face non-financial market barriers (e.g., limited market support, lack of supply, or low awareness) to widespread adoption. RFI submittals will be scored and prioritized based on established selection criteria.  

While the idea must result in energy savings, CalMTA is also interested in its non-energy benefits and ability to support benefits of greenhouse gas (GHG) reduction, demand flexibility, workforce development, and equity. For each idea selected to advance to the next stage, CalMTA will develop a plan for implementing it, and conduct a competitive solicitation of bids for its delivery. 

More information about the RFI process can be found on the CalMTA website  or in the recording of a public briefing held July 26.

What’s next?  

A dedicated CalMTA team will evaluate and score submissions to the Idea Portal for potential inclusion in the initial portfolio of MTIs. Top-ranked ideas will be determined in collaboration with CalMTA’s Market Transformation Advisory Board (MTAB), which advises CalMTA staff on MTI selection criteria, with feedback on ideas submitted, and tracking of market transformation activities.

Request for Ideas timeline showing the RFI closing August 18

Starting in 2024, CalMTA will engage with a broad range of stakeholders formed into Work Groups to further develop MTIs to achieve established energy, climate, and equity goals.  To join MTAB meetings, view upcoming events here

Stay up to date with CalMTA and join our mailing list.

Theory of Market Transformation webinar available on demand

Market transformation is now launching in California under CalMTA. This on demand session covers the theory of market transformation and why it’s an important part of the state’s energy efficiency and decarbonization portfolio.

Advice letter filed to form advisory board

Resource Innovations, on behalf of CalMTA, filed an advice letter to the CPUC today to form a Market Transformation Advisory Board (MTAB). The advice letter includes names of recommended members as well as alternates from various backgrounds including:

  • Ratepayer advocacy/protection
  • Workforce and/or labor
  • Environmental advocacy
  • Evaluation professional
  • National/Regional EE policy professional
  • Utility EE representative (to rotate among the IOUs, on the schedule and in the order on which they mutually agree)
  • CCA or REN energy efficiency professional
  • Up to two CPUC staff

The MTAB is a core component of California’s market transformation framework and has an important role in contributing to the review and prioritization of the market transformation initiatives to be adopted by the CalMTA.

Read the advice letter including the MTAB Charter and proposed Conflict of Interest policies.

Learn more about the MTAB

CPUC program launches to innovate energy efficiency through market transformation

SAN FRANCISCO, Jan 31, 2023 – The California Public Utilities Commission (CPUC) today announced the state’s first-ever Market Transformation Administrator (CalMTA) to advance groundbreaking energy efficiency transformation initiatives that will bring sustainable, cost-effective market changes to California. Resource Innovations, a clean energy services provider led by women, has been awarded the contract and will partner with a team of experts in program development, evaluation, and equity.
The CalMTA will oversee the development and implementation of new energy efficiency initiatives as outlined in Decision 19-12-021 and approved by the CPUC in November 2022.
“I am pleased that our market transformation framework is underway with the recent selection of the CalMTA. I look forward to the establishment of an Advisory Board that will keep an eye to assuring all communities will have an opportunity to benefit, especially disadvantaged communities,” said CPUC Commissioner Genevieve Shiroma, the assigned Commissioner for the energy efficiency Rulemaking. “Key elements adopted in the market transformation framework are from contributions of the California Energy Efficiency Coordinating Committee.”
Added Commissioner Darcie L. Houck, “The CalMTA is critical for delivering on the promise of new energy efficiency technologies in California. I look forward to working with Resource Innovations in this role, and to continue building on California’s record of success.”
Market transformation is an effective method in various technology areas within the energy sector, including energy efficiency, which aims to eliminate market barriers to adoption of innovative technologies in support of California’s clean energy and climate goals. Market transformation initiatives strive to be self-sustaining and can yield measurable benefits that remain long after active market interventions have ended. These initiatives will also seek to support California’s goals in greenhouse gas reduction, workforce development, and equity.
“During this eight-year effort, we’ll align and collaborate with current programs, utilities, and stakeholders to bring additional market-based efficiency solutions for the benefit of all Californians,” said Lauren Casentini, CEO of Resource Innovations. “As the CalMTA, we’ll work closely with CPUC staff to establish an Advisory Board and lead a public process to solicit ideas for market transformation initiatives.”
In its role as administrator, Resource Innovations will work with Cadmus Group2050 PartnersOrtiz GroupBRIO, and Unrooz Solutions to design market transformation initiatives and then bid out their implementation. The CalMTA will prioritize incorporating traditionally marginalized, low-income communities in its market transformation efforts. The approximately $300 million effort is funded by California utility customers and administered by Resource Innovations under the auspices of the CPUC. It will eventually be transitioned to a nonprofit entity.
Headquartered in the San Francisco Bay Area, Resource Innovations offers software-enabled clean energy services for utilities and their customers. The company’s majority-women board of directors shares Resource Innovations’ commitment to accelerating energy innovation and making clean and sustainable energy more available, accessible, and affordable. For more information about Resource Innovations and market transformation, visit: www.resource-innovations.com/utility-services/market-transformation.
The CPUC regulates services and utilities, protects consumers, safeguards the environment, and assures Californians’ access to safe and reliable utility infrastructure and services. For more information on the CPUC, please visit www.cpuc.ca.gov.
Contact:

Stacey Hobart, shobart@calmta.org or Terrie Prosper news@cpuc.ca.gov

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