self-directed ee plan

Under 2008 Public Act 295 as amended by 2016 Public Act 342 (the Act), certain customers may create and implement, or "self-direct", a customized energy optimization (i.e., energy efficiency) plan and thus be exempt from paying the full Energy Optimization (EO)/Energy Waste Reduction (EWR) surcharge to its utility provider. The surcharge exemption does not apply to a contribution to the low income programs and fees charged by the utility provider to cover self-direct plan review and evaluation costs. Specifically, Section 93(1) of the Act states:

"An eligible electric customer is exempt from charges the customer would otherwise incur as an electric customer under section 89 or 91 if the customer files with its electric provider and implements a self-directed energy optimization plan..."

Electric customers who are eligible to participate in the self-directed EWR plans are non-residential and determined by their peak demand use.

Note that all but the largest customers must use the services of an Energy Optimization Service Company (EOSC) to develop and implement their self-directed plan.

Details on the components of a self-directed EWR plan are described in Section 93(6) of the Act.

Links to self-directed plan forms and examples are found below. (Forms and instructions were approved in Docket No. U-16563.) Customers considering a self-direct EWR plan are encouraged to contact their electric utility for provider specific enrollment procedures. New plans and plan term extensions must be submitted to the provider by July 15th, (October 15th in 2011), preceding the plan year. Information regarding EOSCs is available at this link.

Self-direct plan results shall be reported using the Annual Report Template found below and submitted to the electric utility by March 1st following the plan year.  Please address any questions to Dave Walker.

EO Self Direct Plan Forms