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WAYPOINT

AESP CUSTOMER ENGAGEMENT ONLINE CONFERENCE

JULY 19, 2016

ENGAGING THE CRE

MULTI-TENANT MARKET:

ONE PORTFOLIO AT A TIME

INTRODUCTION TO WAYPOINT BUILDING GROUP

WAYPOINT IS A TECHNOLOGY

ENABLED ENERGY

EFFICIENCY SERVICES FIRM

WHICH DELIVERS UTILITY

AND PUBLIC PROGRAMS FOR

THE CRE SECTOR

WAYPOINTBUILDING.COM

EMILY PEARCE

STATE OF THE CRE MARKET & BARRIERS TO ENGAGEMENT

THE COMMERCIAL REAL ESTATE MARKET IS A HIGHLY COMPLEX

ENVIRONMENT MARKED BY MULTIPLE STAKEHOLDERS WITH

CONFLICTING INCENTIVES, COMPLEX INVESTMENT CYCLES AND

PRIORITIES, AND MULTIPLE DECISION MAKERS

LANDLORD/

TENANT SPLIT

INCENTIVE

TIMING OF

INVESTMENT

CYCLES

MULTIPLE

DECISION

MAKERS

BARRIERS TO UTILITY CUSTOMER ENGAGEMENT

CRE CAPITAL

PLANNING

BUDGET

CYCLES

JANUARY

JULY

MARCH

UTILITY

PROGRAM

ENDS

UTILITY

PROGRAM

BEGINS

CRE BUDGETING

& PROJECT

PLANNING

BEGINS

CRE BUDGET

SPENDING

BASED ON PLAN

MADE SUMMER

PRIOR

UTILITY

FUNDING

BEGINS TO

DWINDLE

UTILITY

PLANS FOR

NEXT YEAR’S

PROGRAMS

CRE BUDGET &

CAPITAL PROJECTS

FINALIZED FOR

NEXT YEAR

IDEAL TIME FOR

UTILITIES TO

PROMOTE INCENTIVE

PROGRAMS AND

CAPITAL PROJECTS

TO CRE MARKET

OCTOBER

UTILITY CONNECT PROGRAM

ENGAGES THE RIGHT CRE DECISION MAKERS, WITH THE RIGHT

UTILITY PROGRAMS, AT THE RIGHT TIME

• MORE EFFECTIVE CRE

OUTREACH CHANNELS

• DEEPER CUSTOMER

RELATIONSHIPS

• INCREASED MARKET

PENETRATION

• INCREASED ENERGY SAVINGS

• BENCHMARKING,

AUDITING, CUSTOMER

SUPPORT

• UTILITY NAVIGATION

• ONGOING EFFICIENCY

SUPPORT

• RELEVANT & TIMELY

INFORMATION

UTILITY CONNECT PROGRAM PROCESS

IDENTIFY CRE

PARTNER

PORTFOLIOS

BENCHMARK

PORTFOLIO

AUDIT

TARGET

BUILDINGS

CRAFT & BRIEF

BUSINESS CASE

PROCESS

INCENTIVE

APPLICATIONS

A PORTFOLIO APPROACH WITH A LONG-TERM TIMELINE TO

ESTABLISH CRE AND UTILITY RELATIONSHIPS AND RESULT

IN WIN-WIN SITUATIONS FOR CRE AND UTILITY

STAKEHOLDERS

1 2 3 4 5

ENGAGING ALL STAKEHOLDERS WITH THE BUSINESS CASE

THE BUSINESS CASE IS DIGESTIBLE TO HELP ENGAGE ALL

BUILDING STAKEHOLDERS

ENGINEERPROPERTY

MANAGER

PORTFOLIO

MANAGEROWNER

AUDIT & IDEAS GENERATED

RELAY IDEAS IN FINANCIAL BUSINESS CASE

TOGETHER PRESENT THE CASE

APPROVE PROJECT

CONNECT

PROGRAM

RESULTS

2014 TO TODAY,

PG&E’S WAYPOINT

CONNECT PROGRAM

HAD DELIVERED:

• BENCHMARKED: 51 BUILDINGS & >33 MILLION

SQFT ACROSS 3 CRE PROPERTY MANAGEMENT

FIRMS

• AUDITED: 50 BUILDINGS & 8.8 MILLION SQ FT

• IDENTIFIED:

• 262 ENERGY EFFICIENCY MEASURES

• 21.5 MILLION TOTAL ANNUAL KWH

• 41,000 THERMS SAVINGS

• $1,800,000 INCENTIVE DOLLARS

• SUBMITTED, SAVED AND PAID:

• 22 INCENTIVE APPLICATIONS SUBMITTED

• 4.9 MILLION TOTAL ANNUAL KWH

• 8,600 THERMS

• $133,000 INCENTIVE DOLLARS

CUSTOMER SATISFACTION SURVEY RESULTS

OVER 75% OF SURVEY RESPONDENTS PLAN ON IMPLEMENTING

ENERGY EFFICIENCY PROJECTS RECOMMENDED BY THE

CONNECT PROGRAM

“THIS IS AN EXCELLENT WAY FOR OUR PROPERTY

TEAMS TO GET QUALIFIED ASSISTANCE WITH NOT ONLY

IDENTIFYING ENERGY SAVING OPPORTUNITIES BUT

WITH THE IMPLEMENTATION PROCESS AS WELL. KEEP

UP THE EXCELLENT WORK.”

PG&E CONNECT PROGRAM

PARTICIPANT

LONG-TERM

BENEFITS OF

THE CONNECT

PROGRAM

• STRONG, LASTING RELATIONSHIPS BETWEEN

CRE STAKEHOLDERS AND UTILITY ACCOUNT

EXECUTIVES FOR LONG-TERM PARTNERSHIPS

FOR COLLABORATING ON AND INCENTIVIZING

EFFICIENCY PROJECTS

• LONG-TERM PIPELINE OF EE OPPORTUNITIES

ACROSS THE PORTFOLIO FOR PROPERTIES TO

IMPLEMENT OVER MULTIPLE YEARS COVERING

A RANGE OF BUILDING SYSTEMS AND A RANGE

OF PAYBACK PERIODS

ERIC KISSELEMILY PEARCE

CONTACT INFORMATION

PROGRAM MANAGER

PACIFIC GAS & ELECTRIC

DIRECTOR,

PROFESSIONAL SERVICES

WAYPOINT BUILDING [email protected]@WAYPOINTBUILDING.COM

waypointbuilding.com