On July 20 of this year, Steve Wright sent a letter to utility general managers notifying them of a potential overrun of the energy efficiency capital budget. The fiscal year 2011 energy efficiency capital budget overspend has driven the creation of additional explanatory documents. In an effort to foster transparency, we are posting links to the documents created during this process. These documents provide further detail on the capital overspend situation, the process BPA has pursued to create a resolution and the mitigation scenarios we have proposed.

On January 24, 2012 BPA released a final decision document that provides resolution for the Energy Efficiency capital budget overspend from the 2011 fiscal year. In addition to this decision document BPA released a response to public comments, and the final allocation of EEI budgets for FY 2013.

• Final decision document on the energy efficiency capital funding for fiscal year 2011
• Response to public comments
• Utility EEI budgets for fiscal year 2013

On November 3, 2011 BPA released the Draft Conservation Capital Budget FY 2011 Decision Document and the associated individual utility impact figures. BPA intends to finalize decisions about the individual utility impacts after November 17.

Released November 3, 2011

• Preliminary Decision document on energy efficiency capital funding fiscal year 2011
• Utility EEI impact scenarios
• Utility EEI impact scenarios, updated 11/18/11

On November 18, 2011, BPA produced two additional scenarios in response to customer requests: 1) a scenario of future budget, given a rate-period based view of spending (FY2010 and FY2011) and 2) the same rate period based view of spending, with a 35% minimum level of 2013 EEI applied.

• 2013 Energy Efficiency Utility EEI Scenarios (November 23, 2011)

To submit or view comments on these documents please click here or visit: www.bpa.gov/comment.

Historical Documents

• Letter to utility general managers from Steve Wright (July 20, 2011)
  A letter sent by BPA's Administrator that summarizes the developing overspend situation and provides an initial action plan to address the issue with regional stakeholders.
• BPA Energy Conservation Agreement funding overview (May 1, 2011)
  An informational document that summarizes the high level differences between BPA's methodology for funding energy efficiency before and after the implementation of the Post-2011 policy.
• August 4, 2011 Public Power Council meeting presentation (August 4, 2011)
  The initial presentation BPA gave at the August 4, 2011 Public Power Council meeting which provided details on the EE budget overspend situation, initial impact analysis, and preliminary options for resolution.
• Initial impact scenario analysis (August 4, 2011)
  A breakout of the initial budget impact scenarios presented at the August 4, 2011 Public Council meeting presentation.
• BPA energy efficiency capital briefing (August 11, 2011)
  A document that provides the historical context and utility by utility detail which contributed to the FY11 capital overspend situation.
• Annual impact scenario analysis (August 11, 2011)
  A document that details the impact of BPA's proposed resolution scenarios based upon each customer's forecast FY11 ECA expenditure
• Rate period impact scenarios (August 19, 2011)
  A document that details the impact of BPA's proposed resolution scenarios based upon each customer's forecast ECE expenditure during both FY10 and FY11.
• Preliminary Energy efficiency capital budget overspend decision document (September 13, 2011)
  BPA's preliminary decision on a methodology to resolve the FY11 capital budget overspend situation pending the final resolution of FY11 ECA expenditures.