💼Professional Briefing - May 2, 2026
Good morning. Yesterday was a heavy May 1: Avista's 7.4% rate hike took effect, ODOE's portal migration started, and Pentagon froze Anthropic out of a seven-company classified-AI deal - the same day Anthropic shipped Claude Security and Claude for Creative Work into beta. NEEA's EFX26 conference lands in Boise this Tuesday.
⚡Energy & Compliance
📋Building Performance Standards
The compliance calendar is now in its tightest stretch of the year. The May 1 milestones from earlier this week have passed; the next pile lands June 1.
- Washington CBPS Tier 1 - June 1, 2026 (30 days out). Buildings over 220,000 sq ft must demonstrate compliance. The reporting platform supports the EUI target pathway or the investment-criteria pathway. The Energy Management Plan and Operations & Maintenance Plan must be in place for any building submitting via the EUI route. The Tier 2 (90,000–220,000 sq ft) compliance deadline is one year out (June 1, 2027), but the EMP/O&M plan deadline for Tier 2 is July 1, 2026 - only 60 days out. If you're advising owners in the Tier 2 bracket, the documentation deliverable is right behind the Tier 1 deadline, not a year behind it.
- Colorado - June 1, 2026 reporting deadline (30 days out). The Colorado Energy Office has formally removed the 2026 interim performance requirement. Owners should focus on 2030 BPS targets; the annual benchmarking report is still due June 1. The shift from "perform and report" to just "report" relieves pressure on the 2026 cycle but doesn't extend to benchmarking.
- Oregon ODOE - portal migration began Friday, May 1. The Property Inventory List closed yesterday for the move to the new compliance platform. Per ODOE's BPS update, the new compliance/exemption forms are still expected to release in June 2026 - a slight slip from the earlier July 1 target. CY2025 reports were due April 22 and the Early Compliance Action incentive window closed April 10. Tier 1 enforcement begins in 2028; the early-compliance window is the only practical lever for owners through 2027.
- Philadelphia Tier 1 - June 1, 2026 (30 days out). First year of compliance for buildings over 220,000 sq ft. Out-of-region but worth flagging for any multi-market portfolios.
- NYC Local Law 97 - annual report due May 1, 2026 (yesterday). Buildings over 25,000 sq ft. Penalty exposure for missed reports remains $268/ton CO₂ over the cap, plus per-day late fees. Out-of-region but the most-watched penalty regime in the country.
- DC BEPS - May 1 deadline passed for the 2025 reporting cycle. 2026 is the year DC's threshold drops to 10,000+ sq ft (with 2025 data), expanding the reporting universe substantially. Worth knowing if you advise owners with DC holdings.
- Idaho - Still 2020 IECC with state amendments. No state BPS. The 2026 Idaho legislative session adjourned April 2 without advancing the 2024 IECC package, so the state holds the line through at least the 2027 session.
Washington 2024 code adoption - still scheduled for August 21, 2026, effective May 3, 2027 per the SBCC's January 23 vote. No new movement this week. WA jurisdictions can plan to current code through Q1 2027.
Penalty exposure across the nine jurisdictions with active BPS laws still runs $100/day to $577 first-violation civil penalty (Colorado) to $268/ton CO₂ (NYC).
🔌Utilities & Programs
Avista 7.4% electric rate increase - effective yesterday, May 1. The energy efficiency rider increase (~$25.2M total, ~$8.90/month residential on a 939 kWh average bill, $115.54 → $124.44) hit yesterday. North-Idaho clients on net-30 utility billing will see the bump in their May invoice cycle. No reconsideration filings landed before the effective date.
Avista / Ford Hydro PPA - IPUC modified-procedure review (Order No. 37009). Three-year PPA replaces the agreement expiring June 30, 2026; if approved, the new term runs July 1, 2026 – June 30, 2029. Public comment window closes around May 11 (9 days out); reply comments around May 18. Low-drama small-hydro deal but a good early signal of how the IPUC handles the PPA renewal queue.
Idaho Power PCA - June 1 effective date (30 days out). 3.02% average increase, driven by low snowpack and reduced hydro forecast. IPUC's reported customer impact for a typical residential customer (900 kWh/month) is about $3.64/month, or 3.15%. This stacks on top of the 7.48% general rate increase that took effect January 1. Cumulative 2026 pressure on commercial operators in Idaho Power territory is real - flag to clients tracking energy budgets.
Idaho Power irrigation billing migration - final month. From March through May, all Idaho irrigation customers on Schedules 24 and 84 are being moved to a standardized calendar-month billing period. May is the final transition month; if you advise agricultural operations, May invoices will be the first under the new cycle for some accounts.
NEEA EFX26 - May 5–6 in Boise (3 days out). Practical implication: regional efficiency program staff, evaluators, utility planners, and consultants will all be in town Monday afternoon through Wednesday morning. Idaho Power CEO Lisa Grow is the day-one keynote; AI futurist Steve Brown (formerly Google DeepMind, Intel) is the second keynote - interesting combination given how much utility planning is now being framed around large data-center loads. Registration is closed, but in-town networking opportunities will be plentiful all week.
🏛️Idaho Energy Policy
HB 911 (Electricity, New Large Loads) - now law. The PUC approval process for new electrical loads of 50 MW+ at a single service entrance is in effect. Direct response to data-center- and Micron-scale demand on the Treasure Valley. If you advise on a project that could cross 50 MW, the regulatory clock is now formalized - start it earlier than you used to.
Ada County solar ordinance - final commissioner decision still pending. No final decision posted from the Board of Commissioners since the April 24 hearing. The amended language softened the prime-farmland prohibition to "strongly discourages." Idaho Conservation League is still actively organizing public comment, so a decision is likely within May. Final vote remains TBD; keep an eye on the staff report once it posts.
Idaho net-metering - Reminder: the IPUC's September 30, 2025 order cut Idaho Power's residential solar export rates by 31%. Next formal review window opens April 2028. Anyone modeling residential PV economics for a 2026–2027 client should be using the post-September 2025 rate, not the legacy net-metering rate.
Nuclear Innovation Campus - Idaho's federal application went in March 31; the DOE's Nuclear Lifecycle Innovation Campus solicitation is moving on a 2027 award timeline. Governor Little's Advanced Nuclear Energy Task Force is now stood up. No movement this week beyond confirmation that the application is in queue.
🎓Industry Events
- NEEA EFX26 - May 5–6, Boise Centre. Pre-conference activities Monday May 4 at 2:00 PM. Registration closed but the program runs through Wednesday morning.
- ULI Spring Meeting (national) - May 5–7, Nashville. Major industry calendar block for real estate development.
- ASHRAE Idaho Presidential Visit - May 18, 10:30 AM–12:30 PM, Esther Simplot Park Pavilion (3206 W Pleasanton Ave). Lecture + Hawaiian BBQ. Registration via the chapter site.
- NEEA Regional Studies hybrid event - May 19, 9:00 AM–4:00 PM, Puget Sound Energy in Olympia, WA. Worth flagging if you do market research / evaluation work.
- ASHRAE Idaho Golf Tournament - June 5, Eagle Hills Golf Course, Eagle. 8:00 AM–2:00 PM.
- ASHRAE Idaho June Chapter Meeting - June 10, 11:30 AM–1:00 PM, U of I Water Center Building (322 E. Front Street, Boise).
- ASHRAE Annual Conference - June 27–July 1, JW Marriott Austin, TX.
💼Professional & Networking
The big networking opportunity this week is EFX26 - even if you didn't register, the after-hours scene at the Boise Centre and surrounding hotels (The Grove, Hotel 43, Hampton Inn, Inn at 500) will be the densest concentration of regional energy professionals in town this year.
- ULI Idaho - Calendar at idaho.uli.org/events. The chapter calendar requires the authenticated portal to load fully.
- Boise Metro Chamber / BYP - Calendar at web.boisechamber.org/events.
- Boise Leaders Networking Group - Weekly noon luncheon. boisenetworking.com
- Network After Work Boise - meetup.com/network-after-work-boise
🤖AI Brief
Yesterday was one of the busier release days of the year. May 1 stacked a Pentagon contract decision, two Anthropic launches, a Microsoft governance plane, and OpenAI's Bedrock arrival in a single news cycle.
🔧Tools & Models
- Anthropic Claude Security - public beta, May 1. All Claude Enterprise customers can now run code-vulnerability scanning and remediation against full repos, specific directories, or branches. Built on Opus 4.7. Adds scheduled and targeted scans, audit-system integration, and triaged-finding tracking. Practical read: this is the productized version of what people have been wiring up by hand with Claude Code + custom MCP servers. If you've been hand-rolling repo-scanning agents, the supported product is now in beta.
- Anthropic Claude for Creative Work - launched May 1. New connectors for Autodesk Fusion, Blender, Adobe, Ableton, and Splice, exposing those tools as natural-language workflows from Claude. Autodesk Fusion in particular is a significant move - natural-language CAD prompts producing real 3D model actions. For anyone in MEP/architecture-adjacent work, this is the first defensible AI bridge into Fusion-based parametric modeling.
- Microsoft Agent 365 - launched May 1, $15/user/month. A governance and security control plane for enterprise AI agents built on Microsoft AI platforms. Inventories and manages agents the way Microsoft already manages Azure AD identities. If you're on the M365 stack, this slots in next to Purview/Defender as the agent-governance layer.
- OpenAI on Amazon Bedrock - May 1. GPT-5.5 and other OpenAI frontier models are now available on Bedrock, including Codex and Bedrock Managed Agents. AWS shops that wanted OpenAI without a direct OpenAI procurement now have a single-vendor path.
- Codex updates (week of April 28). Built-in Amazon Bedrock model provider, faster MCP diagnostics (
/mcp verboseadds full diagnostics, resources, resource templates), improved real-time handoffs, broader remote sandbox support. Notable for anyone running Codex against custom MCP servers.
📈Business & Market
- Pentagon awards classified-network AI to seven companies - Anthropic excluded. May 1 deal with SpaceX, OpenAI, Google, Microsoft, Nvidia, AWS, and Reflection to deploy AI on classified DoD networks. Anthropic was carved out over a March 2026 "supply chain risk" designation rooted in Anthropic's insistence on guardrails for AI use in warfare. Federal court blocked the designation in March; Pentagon proceeded anyway. Anthropic CEO Dario Amodei met with WH Chief of Staff Wiles in April after launching Mythos. The political dynamic between Anthropic's safety stance and the administration's "all lawful purposes" position is now a live procurement question for any defense-adjacent customer.
- Anthropic - talks for $50B funding round at $900B+ valuation. Reported as closing within two weeks. If completed, Anthropic would surpass OpenAI's $852B (March post-money) to become the most valuable private AI company. Striking valuation against the backdrop of the Pentagon exclusion the same week.
- xAI / SpaceX merged entity - targeting $1.75T IPO valuation, June 2026. Public prospectus expected late May. SpaceX retail-investor event June 11.
- SoftBank - exploring "Roze" U.S. IPO at ~$100B. Standalone data-center and robotics business. If it reaches market it would be among the largest AI-related IPOs to date.
- Cerebras - IPO filed (April 18) and AWS chip deal announced. Plus a >$10B OpenAI deal reported. AI chip startup market continues to validate at scale.
- Q1 2026 venture context. $300B into ~6,000 startups globally, up over 150% QoQ and YoY. Foundational AI funding alone in Q1 was double all of 2025. We are not in a normal venture environment; it remains useful to remember that when reading any single round.
💡Worth Knowing
- MCP is now positioned as enterprise infrastructure. MCP Dev Summit North America 2026 had ~1,200 attendees (double the previous edition). Uber disclosed that its MCP gateway is the backbone for a no-code agent builder, customer-facing products, and Minions - a background coding agent producing 1,800 code changes/week, used by 95% of Uber engineering. Concrete adoption number worth quoting in client conversations about agent ROI.
- Codex
/mcp verboseis the first-class debugging surface for MCP servers. If you maintain custom MCP servers and have been debugging by reading logs, the verbose diagnostics command exposes resources and templates inline. Trivial to adopt; large quality-of-life upgrade. - Claude 4 deprecation: June 15, 2026 (44 days out). Sonnet 4 and Opus 4 retire from the API. Audit any pinned model IDs in production.
🔗Worth Reading
- Pentagon strikes deals with 7 Big Tech companies after shunning Anthropic - CNN - the most consequential AI procurement news of the week
- Pentagon freezes out Anthropic as it signs deals with AI rivals - Defense News - defense-trade angle on the same story
- Anthropic opens AI-powered Claude Security to enterprise customers - Yahoo - Claude Security beta launch details
- Claude Comes to CAD: Anthropic's AI Can Now Help Build 3D Models in Autodesk Fusion - All3DP Pro - the design-tool integration with the most direct industry relevance
- NEEA EFX26 conference page - agenda, keynotes, and networking context for the Boise event
- Avista Annual Price Adjustment Filing - primary source on the May 1 increase
- Idaho Power Power Cost Adjustment - primary source on the June 1 increase
Generated on May 2, 2026