 | NEW YORK
SYSTEM BENEFIT FUNDS FOR ENERGY EFFICIENCY-STATE SUMMARY
SECTION LINKS
I. Policy
II. Administration
III. Financing
IV. Program information
V. Policy/Program Assessment
I. POLICY
Date Enacted: May 1, 1996
Date Effective: July 1, 1998
Time Period: July 1998 - 2001
Extensions to Time Period: July 2001-2006
Applicable Laws, Orders, and Regulations
Establishment of System Benefit Charge
PSC Case No. 94-E-0952: Opinion No. 96-12 (May 1996)
(System benefits charge and environmental policy detailed on pages 58-61)
www.dps.state.ny.us/fileroom/doc886.pdf
SBC Implementation
PSC Case No. 94-E-0952: Opinion No. 98-3 (January 1998)
www.dps.state.ny.us/fileroom/doc3640.pdf
Order Continuing and Expanding the System Benefits Charge for Public Benefit Programs (January 2001)
(SBC allocation for energy efficiency discussed on page 15)
www.dps.state.ny.us/fileroom/doc9157.pdf
Proposed 5-Yr SBC Operating Plan (February 2001)
www.nyserda.org/sbc2001-2006.pdf
New York State Public Service Commission System Benefit Charge (SBC) webpage:
This page contains additional links to key SBC legislation and related documents.
www.dps.state.ny.us/sbc.htm
Description
The System Benefit Charge (SBC) is designed to fund public policy initiatives including energy efficiency programs; research and development (R&D) projects; environmental protection efforts; and efforts on behalf of low-income utility customers.
Restructuring Policy in Place (Y/N): Yes
Date Restructured: Full retail access by 2002
II. ADMINISTRATION
Administering Entity: New York State Energy Research & Development Authority (NYSERDA) http://www.nyserda.org/
(518) 862-1090
Type of Entity: Third-party program administrator (state agency)
Administrative Contact: Craig Jones, (518) 474-1932, craig_jones@dps.state.ny.us
Outreach/Customer Education:
New York's Get Energy Smart Web Site www.getenergysmart.org
NYSERDA programs www.nyserda.org/programs.html
Including:
Residential and MultiFamily
Small Business
Commercial and Industrial
III. FINANCING
Funding Level (All SBC Programs): $150 million annually, June 2001-June 2006.
Three-year funding for the SBC totaled $234.3 million (July 1998 - July 2001): nearly $162 million for energy efficiency programs, nearly $41 million for R&D projects, $29 million for assistance programs for low-income utility customers, and $3 million for potential environmental disclosure activities.
Funding Source: Wires charge
Charge: 0.83 mills/kwh
IV. PROGRAM INFORMATION
Name
New York Energy $mart Program
1) Energy Efficiency Services Program Area
Commercial/Industrial Performance Program
Institutional Energy Performance Contracting Assistance Program
Peak Load Reduction Program
Cooling Re-Commissioning Program
New Construction Program
Smart Equipment Choices Program
Premium Efficiency Motors Program
Small Commercial Lighting Program
Commercial HVAC Program
New York Energy $Mart Loan Fund Program
Loan Fund Multi-Family Building Demonstration Program
Innovative Opportunities: Commercial And Industrial Program
Residential Appliances And Lighting And Energy Star(r) Public Awareness Program
Keep Cool (Air Conditioner Bounty) Program
Residential New Construction (Energy Star(r) Homes) Program
Home Performance With Energy Star(r) Program
Innovative Opportunities: Residential Program
Technical Assistance Program
Energy Audit Pilot Program
FlexTech Program
Residential Comprehensive Energy Management Services Program
2) Low-income energy affordability program area
Low-Income Direct Installation Program
Low-Income Aggregation Program
Low-Income Oil Buying Strategies Pilot
Low-Income Assisted Housing Program
Low-Income Public Awareness Program
3) Research and development program area
New York State Wind Power Plant Demonstration
Wind Prospecting Program
Residential Photovoltaics Program
Building-Integrated Photovoltaics Program
High Value Photovoltaics And Wind Program
Willow Plantation Development Program - Salix Corporation
Environmental Monitoring, Evaluation, And Protection Program
Energy Efficiency And Strategic R&D Program
Enabling Technologies For Price-Responsive Load Management Program
Distributed Generation Technologies And Combined Heat And Power Applications Program
4) Other projects
New York State Environmental Disclosure
For a complete listing of all programs see the NYSERDA Program webpage: www.nyserda.org/programs.html
Funding
Three-year funding for the SBC totaled $234.3 million: nearly $162 million for energy efficiency programs, nearly $41 million for R&D projects, $29 million for assistance programs for low-income utility customers, and $3 million for potential environmental disclosure activities. Of the $234 million total, nearly $60 million funded satisfaction of prior program commitments of New York's six remaining major investor-owned electric utilities and $3 million for the environmental disclosure fund. The remaining $172 million -- nearly three-quarters of SBC's overall three-year budget-- was allocated to fund programs of statewide scope being operated for the PSC directly by NYSERDA. NYSERDA's three-year allocation covered $130.27 million in planned energy efficiency activities; $27.60 million in planned public benefit R&D projects focused largely on renewables and environmental protections; and $13.90 million in planned initiatives for low-income utility customers. Participation in the NYSERDA-run statewide SBC programs is gained by successfully responding to competitive solicitations.
By June 30, 2000, the end of the second program year of NYSERDA's SBC programs, termed "Energy Smart," approximately $122 million of the funding was committed, representing 69% of the available budget, including interest earnings. In addition, $46 million in spending was planned through existing program activities, representing 26% of the total budget. The remaining $8.9 million (5% of the total budget) was available to fund additional year-three activities.
Press Releases: www.nyserda.org/press.html
V. POLICY/PROGRAM ASSESSMENT
Reporting Requirement
Consistent with PSCís January 26, 2001 Order Continuing and Expanding the System Benefits Charge for Public Benefit Programs, NYSERDA will provide detailed status and evaluation reports biennially in December 2002 and December 2004. This two-year cycle for detailed reporting is consistent with the SBC Advisory Groupís recommendation that the criteria of well-functioning markets should be evaluated every two years to determine the need for further intervention. NYSERDA will also provide interim status reports in December of each year that a detailed report is not prepared. These interim reports, the first of which will be submitted in December 2001, will provide overall results for both phases of New Yorkís public benefit program. In addition to the detailed and interim reports, NYSERDA will also continue to provide quarterly reports to the DPS and SBC Advisory Group, updating the current status of program implementation and evaluation findings.
Assessing Entity: New York State Energy Research and Development Authority (NYSERDA); GDS Associates, Inc.; Megdal & Associates; and Oak Ridge National Laboratory
Report Date: January 2002
Report Name:
New York Energy $mart Program Evaluation and Status Report
Report to the System Benefits Charge Advisory Group
Initial Three-Year Program Report
www.nyserda.org/02sbcreport.html
Assessment Contact: Brian Henderson, Director Energy Efficiency Services
518-862-1090, ext. 3305, bmh@nyserda.org
Attachments:
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