OwnerJuly 2015 to presentEl Cerrito

Finding best available technologies for meeting energy needs today and tomorrow: energy efficiency, demand response,, solar, wind, electric vehicles, biofuels and smart grid. It’s all the innovations that make the energy we use more secure, clean, and affordable. The energy world's best hopes lie in what's happening in the digital realm, especially in data analytics.

Monday, August 31, 2015

Energy Upgrade California

Sustainably grown food can be expensive, but people buy it because it's better for the environment and better for health. Perhaps it's time to start thinking about energy efficiency in the same away.

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1. Background

2. Acronyms/Definitions
3. Business Case
4. Benefits
5. Risks/Issues
6. Success Criteria
7. Case Studies
8. Companies/Organizations
9. Links

  • Energy Upgrade California, a state program, gives homeowners between $1,000 and $4,500 for permanent home upgrades, that improve energy efficiency. Ratepayers fund the program via a tax on their energy bill.

2. Acronyms/Definitions
  1. Home Upgrade Program - Based on a point system.   Each upgrade is given a certain number of points and the total rebate amount is based on how many points you accumulate. 
  2. Advanced Home Upgrade Program - The latter option offers a rebate based on the total energy consumption of your home after the various upgrades have been completed. It requires an energy assessment test.

3. Business Case
  • The Energy Upgrade processbegins with an audit of the "health and safety" and "comfort and energy efficiency" of your home.  "Health and safety" means checking for asbestos and testing gas appliances, for example, while "comfort and energy efficiency" evaluates things such as how well your insulation is working and how efficient your furnace is. That report is then submitted to your local utility company — for most East Bay residents, that means PG&E.

    After going over possible upgrades and the cost of those fixes with the contractor, the homeowner then decides on a plan of action. After the work is completed, the contractor performs another energy audit of the home and submits it to PG&E, which would then send a check to the customer. In addition to the $1,000 to $4,500 rebate for the upgrades, PG&E also offers up to $300 for the audit, which can cost between $100 and $450, depending on the size of the home.

    The average rebate is $3,000 and the average cost of the upgrades (before the rebate) is between $10,000 and $15,000.  Most customers get 25 percent back in rebates,

4. Benefits
  • xxx

5. Risks/Issues
  • Low Energy Use Homes - Solar power and energy-efficient upgrades are still cost-prohibitive for many such homeowners — that is, it costs more to put solar panels on your home or make energy-efficient upgrades than what you'll save on your monthly PG&E bill. Part of the problem is that the state does not provide enough green-energy incentives, particularly for low-energy users. For example, California strictly limits a homeowner's ability to sell excess solar energy back to utilities.

6. Success Criteria
  1. xxx
7. Case Studies
  • xxx

8. Companies/Organizations
  1. A-1 Guaranteed Heating & Air Conditioning, Inc. - Vallejo, CA
  2. Advanced Home Energy - Richmond, CA - One of the largest Bay Area contractors to participate in Energy Upgrade California, 
  3. Building Performance Professionals - Martinez, CA

9. Links
  1. -

  2. East Bay Express - Organic Energy by Robert Gammon April 15, 2014

Clean Power Plan

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1. Background

2. Acronyms/Definitions
3. Business Case
4. Benefits
5. Risks/Issues
6. Success Criteria
7. Next Steps
8. Companies
9. Links


  • After more than 4 million public comments submitted to the EPA and hundreds of meetings with stakeholders, on August 3, 2015, President Obama and EPA announced the Clean Power Plan – a historic and important step in reducing carbon pollution from power plants that takes real action on climate change.
  • With strong but achievable standards for power plants, and customized goals for states to cut the carbon pollution that is driving climate change, the Clean Power Plan provides national consistency, accountability and a level playing field while reflecting each state’s energy mix. It also shows the world that the United States is committed to leading global efforts to address climate change.
  • In this action, the Environmental Protection Agency (EPA) is establishing final emission guidelines for states to follow in developing plans to reduce greenhouse gas emissions from existing fossil fuel-fired EGUs. Specifically, the EPA is establishing:
    1. CO2 emission performance rates representing the best system of emission reduction (BSER) for two subcategories of existing fossil fuel-fired EGUs – fossil fuel-fired electric utility steam generating units and stationary combustion turbines,
    2. State-specific CO2 goals reflecting the CO2 emission performance rates, and 
    3. Guidelines for the development, submittal and implementation of state plans that establish emission standards or other measures to implement the CO2 emission performance rates, which may be accomplished by meeting the state goals. 
  • xxx
  • The EPA is establishing CO2 emission performance rates for two subcategories of existing fossil fuel-fired EGUs, 
    • fossil fuel-fired electric steam generating units and
    •  stationary combustion turbines.
      State targets will between the final rate range depending on their mix of coal vs. natural gas  771 - 1,305 lbs / MHh

      The rates are intended to represent CO2 emission rates achievable by 2030,\. The interim and final emission performance rates are presented in the following table:
  • xxx

2. Acronyms/Definitions
  1. BACT - Best Available Control Technology
  2. BSER - Best System of Emission Reductions -  To set state-specific goals, EPA analyzed the practical and affordable strategies that states and utilities are already using to lower carbon pollution from the power sector. These include improving energy efficiency, improving power plant operations, and encouraging reliance on low-carbon energy. Together, these make up the best system for reducing carbon pollution because they achieve meaningful reductions, and create jobs by driving clean energy investment and reducing energy waste to save families money.
  3. BPT - Benefit per Ton
  4. BSER Building Blocks
    Source: EPA

    1. Block 1 -  Improving heat rate at affected coal-fired steam EGUs. 
    2. Block 2 - Substituting increased generation from lower-emitting existing natural gas combined cycle units for reduced generation from higher-emitting affected steam generating units. 
    3. Block 3 - Substituting increased generation from new zero-emitting generating capacity for reduced generation from affected fossil fuel-fired generating units.
    4. Block 4 - Energy Efficiency
  5. CEIP - Clean Energy Incentive Program - An optional, “matching fund” program states may choose to use to incentivize early investments in wind or solar power, as well as demand-side energy efficiency measures that are implemented in low-income communities.

    EPA will provide matching allowances or Emission Rate Credits (ERCs) to states that participate in the CEIP, up to an amount equal to the equivalent of 300 million short tons of CO2 emissions. The match is larger for low-income EE projects, targeted at removing historic barriers to deployment of these measures. Also, states with more challenging emissions reduction targets will have access to a proportionately larger share of the match 
  6. CCS - Carbon Capture and Sequestration or Carbon Capture and Storage
  7. DICE - Dynamic Integrated Climate and Economy Model  
  8. ERC - Emission Reduction Credit
  9. Leakage - xxxx
  10. Negative Externalities - Whereby the market does not internalize the full opportunity cost of production borne by society as public goods such as air quality are unpriced. If a fossil fuel-fired electricity producer pollutes the atmosphere when it generates electricity, this cost will be borne not by the polluting firm but by society as a whole, thus imposing a negative externality. The equilibrium market price of electricity may fail to incorporate the full opportunity cost to society of generating electricity. All else equal, given this externality, the composition of EGUs used to generate electricity in a free market will not be socially optimal, and the quantity of electricity generated may not be at the socially optimal level.
  11. REC - Renewable Energy Credit - geography is important.
  12. Mass Based Standards - goal measured in short tons of CO2
  13. Mass-based goal with a new source complement (for states that choose to include new sources) measured in short tons of CO2Easier to administer.  Don't have to worry about separate standards coal,gas, blended.
  14. Rate Based Standards -  goal measured in pounds per megawatt hour (lb/MWh); How to credit energy efficiency. Can bring wholesale prices down
  15. State Plan Types
    1. Emission Standards Plan – state places federally enforceable emission standards on affected electric generating units (EGUs) that fully meet the emission guidelines - can be designed to meet the CO2 emission performance rates or state goal (ratebased or mass-based goal)
    2. State Measures Plan - state includes, at least in part, measures implemented by the state that are not included as federally enforceable emission standards - designed to achieve the state CO2 mass-based goal - includes federally enforceable measures as a backstop
  16. xxx
EPA received more than 4 million comments   Table Source: EPA

3. Business Case
  • The approach taken in the final rule is very different from the approach in the proposed rule.
  • Trade off between coal and energy efficiency.  Energy efficiency anything at the customer side.  Zero emitting  
  • 1305 - 1771 Tons of CO2 per mWh
  •  The interim period runs from 2022-2029 and includes three interim performance periods creating a reasonable trajectory (smooth glide path)
    • :Step 1 – 2022-2024
    • Step 2 – 2025-2027 
    • Step 3 – 2028-2029
  • xxx
Source: EPA

4. Benefits
  • Goals give states flexibilityEach state has the flexibility to choose how to meet the goal using a combination of measures that reflect its particular circumstances and policy objectives. While EPA identified a mix of four “building blocks” that make up the best system of emission reductions under the Clean Air Act, a state does not have to put in place the same mix of strategies that EPA used to set the goal. States are in charge of these programs and can draw on a wide range of tools, many of which they are already using, to reduce carbon pollution from power plants and meet the goal, including renewable energy portfolios and demand-side energy efficiency measures.
  • Many CO2 Reduction Opportunities
    • Heat rate improvements
    • Fuel switching to a lower carbon content fuel
    • Integration of renewable energy into EGU operations 
    • Combined heat and power • Qualified biomass co-firing and repowering 
    • Renewable energy (new & capacity uprates) 
    • Wind, solar, hydro • Nuclear generation (new & capacity uprates) 
    • Demand-side energy efficiency programs and policies
    • Demand-side management measures 
    • Electricity transmission and distribution improvements 
    • Carbon capture and utilization for existing sources
    • Carbon capture and sequestration for existing sources
  • New structure is more multi state 
  • Design Preserves Reliability 
    • Long compliance period starting in 2022 with sufficient time to maintain system reliability 
    • Design that allows states and affected EGUs flexibility to include a large variety of approaches and measures to achieve the environmental goals in a way that is tailored to each state’s and utility’s energy resources and policies, including trading within and between states, and other multi-state approaches 
    • Requirement that each state demonstrate in its final plan that it has considered reliability issues in developing its plan, including consultation with an appropriate reliability or planning agency 
    • Mechanism for a state to seek a revision to its plan in case unanticipated and significant reliability challenges arise 
    • Reliability safety valve to address situations where, due to an unanticipated event or other extraordinary circumstances, there is a conflict between the requirements imposed on an affected power plant and maintaining reliability

5. Risks/Issues
  • xxx

6. Success Criteria
  1. xxx
7. Next Steps
  • What programs will states pick?

8. Companies
  1. xxx

9. Links
  1. EPA - Clean Power Plan for Existing Power Plants
  2. EPA - Clean Power Plan Final Rule
  3. EPA - Clean Power Plan Toolbox for States

Carbon Markets

Carbon emissions markets may accelerate smart grid deployment

Back to Smart Energy

september, 2015
Coming Soon

thursday, APRIL 3, 2014
One year into the program, the outlook is positive. California’s cap-and-trade system weathered legal challenges and demonstrated a successful launch and viability during its initial year.

F. Carbon Offset Markets
tuesday, august 7, 2012
Financing needs for low-emission development strategies are the hundreds of billions annually for developing countries alone. Mobilizing sufficient resources in a predictable and sustainable manner requires a combination of sources-both existing and innovative ones, both public and private.

E. Shale Gale
sunday, may 20, 2012
 Does the ascendance of cheap natural gas from fracking come at the expense of renewables?  Neither new nuclear, coal with carbon capture and sequestration, wind, nor solar are economic with current gas prices

There is little economic reason for Carbon Capture without Carbon Markets. To make significant reductions in greenhouse gas (GHG) emissions by mid-century, large-scale reduction opportunities, including CCS, will be needed

C. Carbon Transport & Sequestration
There is little economic reason for Carbon Sequestration without Carbon Markets. To make significant reductions in greenhouse gas (GHG) emissions by mid-century, large-scale reduction opportunities, including CCS, will be needed

One of the most controversial issues in the climate change debate. The basic concept is simple: governments, companies or forest owners in the South should be rewarded for keeping their forests instead of cutting them down. The devil, as always, is in the details.

There is broad consensus that a price on carbon is an essential weapon in the fight against global warming, but there is disagreement whether Cap & Trade or a Carbon Tax is the best approach.   

Revenues from  both Cap & Trade Auctions or Carbon Taxes could be used  to encourage Smart Grid deployments.

Wednesday, August 26, 2015

Data Governance

Coming Soon

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Back to Smart Governance Index
1. Background

2. Acronyms/Definitions
3. Business Case
4. Benefits
5. Risks/Issues
6. Success Factors
7. Case Studies
8. Companies
9. Links

Source; Rob Karel, Vice President of Product Strategy at Informatica

  • Data Governance is not just data security and protection.  Nor is it data protection, records management, data retention, IT Governance or Corporate Compliance.  And it is certainly not Big Brother.
  •  It is the cross-functional discipline of managing, improving, monitoring, maintaining and protecting data.  In short, it is proactively managing your data to support your business.
  • It answers the question
    • Where can I find the information I need? 
    • Is this data any good? 
    • Where did this data come from? 
    • What does this data mean? 
    • What am I permitted to do with this data?

2. Acronyms/Definition
  1. CRUD Analysis -  Create, Read, Update Delete  Under the impact of who is touching the data
  2. Data Custodian - Responsible for the safe custody, transport, storage of the data and implementation of business rules.   Data Stewards are responsible for what is stored in a data field, while Data Custodians are responsible for the technical environment and database structure. Common job titles for data custodians are Database Administrator (DBA), Data Modeler, and ETL Developer.
  3. Data Domain - Information owners, may cross business units
  4. Data StewardA person responsible for the management of critical data elements - both the content and metadata. Data stewards are responsible for processes, policies, guidelines and responsibilities for administering organizations' entire data. Data Stewards are commonly responsible for data content, context, and associated business rules. Not full time role.  Better to get more data stewards and divide up the work.
  5. Data Quality -  Data Profiling tools and publishing quality statistics
    There are many definitions of data quality but data is generally considered high quality if, "they are fit for their intended uses.  Alternatively, data is deemed of high quality if it correctly represents the real-world construct to which it refers.A considerable amount of data quality research involves investigating and describing various categories of desirable attributes (or dimensions) of data. These lists commonly include accuracy (Common data problems like misspellings, typos, and random abbreviations have been cleaned up.), correctness, currency (Up-to-date information is readily available to support decisions), completeness  (All relevant data —such as accounts, addresses and relationships for a given customer—is linked.) Availability (required data is accessible on demand; users do not need to search manually for the information) and relevance (how well a retrieved data meets the information need of the user).
    Other qualities include
    • Legal 
    • Broad 
    • Easy to use 
    • Well-defined
    • Harmonized
  6. Information Supply Chain - Upstream and downstream dependent processes
  7. Governance Steering Committee - Drive cross-functional decision making. Prioritization • Resource allocation • Approvals • Broader funding • Enforce collaboration
  8. Master Data - The business objects which are agreed on and shared across the enterprise. Vocabulary 
  9. Maturity Model - The term "maturity" relates to the degree of formality and optimization of processes, from ad hoc practices, to formally defined steps, to managed result metrics, to active optimization of the processes.  Intended to improve processes.  The business takes more ownership and accountability as data governance matures.
    Source: Informatica
    1. Metadata - Data about data.  Business glossary and inventories
      1. Structural metadata is data about the containers of data and gives a description of how the components of an object are organized.
      2. Descriptive metadata uses individual instances of application data or the data content. Descriptive metadata is typically used for discovery and identification, as information used to search and locate an object such as title, author, subjects, keywords, publishe
      3. Administrative metadata gives information to help manage the source. It refers to the technical information including file type or when and how the file was created. Two sub-types of administrative metadata are rights management metadata explaining intellectual property rights, and preservation metadata containing information that is needed to preserve and save a resource
      4.  Examples of Metadata:
      • Means of creation of the data
      • Purpose of the data
      • Time and date of creation
      • Creator or author of the data
      • Location on a computer network where the data was created
      • Standards used
    1. Non-Invasive Data Governance - Term trademarked by Bob Seiner.  Every organization already has some semblance of Data Governance in place. It may not be referred to in this terminology, but there are people who oversee and organize data, individuals who define the data lexicon, and various processes that data goes through to be stored and accessed. By emphasizing the fact that an organization is already engaged in some variation of governance, Seiner believes that individuals can more readily gain the support of management by merely asking for its cooperation in formalizing and refining its current procedures to ensure uniformity and increased accessibility to data.

    3. Business Case
    • Data Governance is not about data.  The vision must be to improve the business processes, decisions and interactions trusted, secure data enables.
    • Data is a Valuable Asset that must be broadly available, managed over time, and constantly improved.
    • Beyond “business led and IT enabled”. Empower the business with data management tools.  To promote data analytics as a core competency, working with data must extend well beyond IT.
    • Basic Information Asset Questions.  Where is it?  Is any good?  What does it mean?

    4. Benefits
    • Information Owners, know who to go to
    • Data Governance council resolves conficts

    5. Risks/Issues
    • Senior Management Support - Many senior executives are unfamiliar with governance and are unwilling to dedicate resources to what they don’t understand, particularly when they don’t see the value in it.
    • one-size-fits-all program of bureaucratic procedures and expensive technologies
    • Boil the Ocean - how processes touch the data through out the lifecycle
    • Metadata Repositories - Information governance practices must support the scope of metadata management you plan to implement. Frequently, repositories exacerbate the lack of sound information governance practices.

    6. Success Factors
    1. Vision and Business Case. 
      1. What are the top business imperatives as defined by your most senior leadership? 
      2. What organizational business processes, decisions and stakeholder (e.g., customer, partner, employee) interactions are most important in support of these top imperatives? 
      3. What data and applications are used to support those processes, decisions and interactions?
    2. People - Give Governance Steering Committee members a job Data Governance team are teachers.  Talking about data governance is boring, doing it is fun.
    3. Polices
    4. Tools and Architecture
    5. Organization Alignment
    6. Change Management
    7. Measurement - Business value metrics for executives, operational data quality metrics for data stewards
    8. Dependent Processes
    9. Program Management - scale
    10. Defined Processes -  finance has defined processes, a/p,
    7. Case Studies
    • xxx

    8. Companies
    1. IBM Information Integration and Governance - IBM InfoSphere solutions offer multiple entry points so you can adapt your data governance strategy and timetable to suit your organization, your data and the unique ways you use your business information.
    2. Informatica - Redwood City, CA - Master Data Management Tool, Profiling Tool,. Hub cleanse the data centrally if desired, Meta Data Tools.    Its data quality products are Data Quality Standard Edition, Data Quality Advanced Edition and Data Quality Governance Edition, Address Validation Services and StrikeIron.
    3. SAP Information Governance Solutions - Create and manage guidelines and policies to ensure that information is maintained, secure, and retrievable. Measure data quality to meet complex requirements for modeling and simulation. And improve master data management (MDM) so that disparate sources can meet legal and regulatory compliance. Its data quality products are Data Quality Management, Information Steward and Data Services.
    4. SAS Data Governance - helps you maintain a consistent set of policies and processes for your corporate information – including big data sets in Hadoop and Impala. ts data quality products are Data Quality, Data Management and Data Quality Desktop
    5. Trillium Software - Burlington, Mass - Leading, global enterprise data quality solutions provider.

    9. Links
    1. Dataversity  - Upcoming Real World Data Governance Webinars
    2. - Hosted by Informatica - is an open peer-to-peer community of data governance practitioners, evangelists, thought leaders, bloggers, analysts and vendors.

      The goal of this community is to share best practices, methodologies, frameworks, education, and other tools to help data governance leaders succeed in their efforts
    3. Non-Invasive Data Governance – September 1, 2014 by Robert S. Seiner (Author)   Data Governance should not be about command-and-control, yet at times could become invasive or threatening to the work, people and culture of an organization. Non-Invasive Data Governance focuses on formalizing existing accountability for the management of data and improving formal communications, protection, and quality efforts through effective stewarding of data resources.
    4. xxx

    Monday, August 24, 2015

    True Cost of IT

    Coming Soon

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    Back to Smart Governance
    1. Background

    2. Acronyms/Definitions
    3. Business Case
    4. Benefits
    5. Risks/Issues
    6. Success Criteria
    7. Case Studies
    8. Companies
    9. Links

    • IT is no longer a doer of services.  Transforming into a very critical component of the business unit
    • Most companies spend 2 to 3% of their revenues on IT, financial service firms, spend nearly 10%.   It is estimated that 10 to 25% of these expenditures are “wasted” due to: 
      • Uncontrolled business unit IT related spending. 
      • Shadow IT, especially related to Cloud, Big Data and Mobile 
      • Underused / improperly deployed resources / Lack of understanding where and how IT assets are deployed. 
    • Business management and IT have difficulty on proper allocation strategy of IT costs  Key questions commonly asked include: 
      • Are we spending too much or too little on IT? 
      • Is there a way to reduce IT costs without affecting our business operations? What actions could be taken to contain future IT expenditures and assess ROI and TCO

    2. Acronyms/Definitions
    1. Bill of IT - Detailed cost breakdown.  Allocate like electricity.
    2. Cost Allocation - By properly identifying, measuring and allocating costs to business units based on a usage model for example, it can be determined if IT assets are being under utilized or IT assets spend is appropriate on type of assets being purchased,
    3. Maturity Model - xx

    3. Business Case
    • Understanding the cost of IT services, or expressing the cost burden placed on IT by various business units, inevitably leads to better decision-making around exactly how to assign the costs from one category or group to another.

    4. Benefits
    • Minimize IT Costs
    • Maximize Business Value

    5. Risks/Issues
    • Lack of IT cost transparency / connection to the business unit (BU) for IT costs accumulation and allocation 
    • “Hidden” costs incurred/managed outside of IT:
      Shadow IT, costs incurred by BU not known by IT or CFO 
    • Limited correlation between IT costs and derived business value 
    • Disproportionate spending on older applications and infrastructure 
    • Lack of an agreement on a set of “rules” for allocating IT spend.
    • Cloud - Some organizations are moving to the cloud without knowing they are moving to the cloud

    6. Success Criteria
    1. xxx
    7. Case Studies
    • xxx

    8. Companies
    1. Cloud Transformation & Security Solutions Hong Kong

    9. Links
    1. xxx

    Smart Marketing

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    eCommerce & Big Data

    eCommerce & Data Governance

    Data Warehousing & Big Data

    Smart Quality

    Coming Soon

    Six Sigma

    Quality 90's Style

    Control Charts

    Process Improvement Methodology 

    Smart Transportation

    Electric Vehicles

    Connected Car


    Source: CBS News - DHL testing delivery drones

    Cover Page

    Coming Soon

    Smart Logistics

    1. Electric Vehicles Index

    2. Cloud Logistics (Coming in Sept)

    3. Big Data Logistics (Coming in Sept)