"An eligible primary or secondary electric customer is exempt from charges the customer would otherwise incur 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 EO plans are determined by their peak demand use.

• For 2009 and 2010, the Act allows the largest customers to participate, or those with 2 MW annual peak demand in the preceding year or 10 MW aggregate at all of the customer’s sites within a service provider’s territory.
  
• For 2011 through 2013, the Act begins to allow smaller customers to participate, or those with 1 MW annual peak demand in the preceding year or 5 MW aggregate at all of the customer’s sites within a service provider’s territory.
• Beginning in 2014, the Act continues to ratchet down the size restriction, allowing customers with 1 MW in aggregated annual demand in the preceding year, at all sites to be covered by the self-directed plan within a service provider’s territory.  

Note that all but the largest customers must use the services of an energy service provider to develop and implement their self-directed plan.

1. be a multi-year plan for ongoing EO program;
   
2. provide for aggregate energy savings that for each year meet or exceed the energy optimization performance standards based on electricity purchases in the previous year for the site or sites covered by the self-directed plan;
   
3. be calculated based on annual electricity usage, not including:
   
   • changes in electricity usage because of changes in business activity levels not attributed to EO, or
     
   • changes in electricity usage because of the installation, operation, or testing of pollution control equipment;
4. specify whether electricity usage will be weather-normalized or based on the average number of megawatt hours of electricity sold by the electric provider annually during the previous 3 years to retail customers in this state; and
   
5. outline how the customer intends to achieve the incremental energy saving specified in the self-directed plan.

Links to self-directed applications and examples are found below. Please address any questions to Patricia Poli.

• Plan is due on November 2, 2009
• Utility notificaiton of deficiencies by November 23, 2009
• Final Plan, with deficiencies corrected, by December 15, 2009