Regional Evaluation, Measurement & Verification Forum

OVERVIEWNortheast Energy Efficiency Partnerships

April 2013

NEEP STRATEGIES

Make Efficiency

Visible

Speed Adoption

of Efficient Products

Reduce Building Energy

Use

Advance Knowledge + Best Practices

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MISSIONAccelerate energy

efficiency in homes,buildings & industryin the Northeast –

Mid-Atlantic region.

GOALKeep the Northeastregion a national

leader inaccelerating energy

efficiency.

APPROACH: Collaboration, Education, Advocacy

Accelerating energy efficiency since 1996

MAKING EFFICIENCY HAPPEN

REGIONAL STRATEGIES

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Common Technical Requirements

Consistent Messages

Leveraged Resources

Aggregated Markets

Consistent Measurement & Reporting

Reduce Costs Accelerate Market

Momentum Increase Energy Savings Build Credibility

SAVINGS: Faster! Cheaper!

Larger!

REGIONAL EM&V FORUM What is the Forum?

• Key area of NEEP’s work to Advance Knowledge and Best Practices.

• Supported by resolutions passed in 2008 by New England Conference of Public Utility Commissioners (NECPUC) (and renewed in 2012) and Mid-Atlantic Conference of Regulatory Utility Commissioners (MACRUC) to establish and fund a regional forum to build consistency in EM&V and reporting of EE for range of policies

• Seed funding (3-year plan and setting up operations) provided by: US DOE, US EPA, NYSERDA, Energy Foundation, CSG

• Steering Committee and Project Committees formed in 2008, Forum projects launched 2009

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REGIONAL EM&V FORUM: GOALS AND PURPOSE

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REGIONAL EM&V FORUM Who’s Involved?

Ten Jurisdictions: New England states, New York, Maryland, Delaware, District of Columbia (with New Jersey participating in 2009 only)

Steering Committee: PUC commissioners, SEO directors, and air regulator representatives

Project Committees (and subcommittees): PUC staff and air quality agency staff, SEOs, program administrators, ISO/RTO staff, US DOE, US EPA, evaluation experts

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FORUM STRUCTURE

3rd Party Contractors

Conduct Research

NEEP Forum Staff• Administration &

Operations• Project Management

• Education & Information Access

• Regional EE Database

Steering CommitteeLed by co-chairs; adopts Forum agenda &

budgets; adopts Forum products and encourages their use

Project CommitteeLed by co-chairs; informs project agenda & budget; reviews project deliverables; brings recommendations to Steering Committee

NEEP Board of DirectorsProvide overall strategic guidance; approve annual

Forum agenda, budget and revenue plan

NEEP Board of DirectorsProvide overall strategic guidance; approve annual

Forum agenda, budget and revenue plan

Project SubcommitteesInform RFP development; select 3rd party

contractors; review draft and final deliverables

Protocol Developm

ent

Education & Info Access

Research &

Evaluation

FORUM PARTICIPANTS

FORUM LEADERSHIP

Steering Committee Co-chairs:Rich Sedano, RAP and NEEP Board Member

Paul Roberti, RI PUC

Project Committee Co-Chairs

Protocol Development

Helen Eisenfeld(NY Power Authority)

Monica Kachru(NSTAR Electric &

Gas)

Jeremy Newberger (National Grid)

Research & Evaluation

Tom Belair(Public Service NH)

Dave Pirtle(PEPCO/PHI)

Pierre van der Merwe

(EVT / VEIC)

Education & Info Access

Crissy Godfrey(MD PSC)

Victoria Engel-Fowles (NYSERDA)

STEERING COMMITTEE MEMBERS (2013)

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Name Agency/Organization Name Agency/

Organization

Steering Committee Co-Chairs: Commissioner Jolette WestbrookBenjamin Davis (staff)Commissioner Mark SylviaTina Halfpenny (staff)

MA Dept Public Utilities

MA Dept of Energy Resources

Rich Sedano, co-chair RAP, NEEP Board Member

Comm. Paul Roberti RI Public Utilities Commission

Commissioner Elizabeth RandallKristina Miller (staff)

NJ Board of Public Utilities observer only

TBD

Cindy Jacobs (DEEP staff)

CT Public Utilities Reg. AuthorityDept of Energy & Environ. Protection

Commissioner Robert ScottTom Frantz (staff)

NH Public Utility Commission

New Director - TBDRobert Underwood (Staff)Bahareh Van Boekhold

DE Energy Office TBDBill Saxonis (staff)

NY Public Service Commission / Dept of Public Service

Keith AndersonLance Lonke (staff)

District Dept of the Environment

Comm. James VolzMary Jo Krolewski (staff)

VT Public Service Board

Comm. David LittellDenis Bergeron (staff)

ME Public Utilities Commission

Nancy Seidman, Deputy Commissioner

MA Dept of Environ. Protection

Crissy Godfrey (staff)Calvin Timmerman (staff)MEA Director - TBDWalt Auburn (staff)Dennis Hartline (staff)

MD Public Service Comm.MD Energy Admin

Arthur Marin, Director NE States for Coordinated Air Use Mgmt (NESCAUM)

THE EM&V CYCLEPlanning Evaluating Reporting EE Savings

Forum projects address each of these areas…

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Evaluating Savings

(EM&V Methods; gross/net savings)

Planning EE Savings

(Cost-effectiveness analysis/guidance)

Technical Reference Manuals

(R&E to inform savings assumptions)

Reporting EE Impacts (Regional EE

Database)

Energy/T&D System Planning

Track progress towards state EE goals; state

benchmarking to support best practices

Air quality – Avoided Emissions and SIPs, GHG

reductions

REGIONAL EM&V FORUM PROCESSParticipant Driven

1. Initial project list & forum participant survey to set priorities

2. Project Committees develop draft agenda and budget

3. State reps confirm interest in projects 4. Steering Committee approves agenda and

budget 5. Project subcommittees convened to finalize

project scopes 6. RFPs issued with project funders approval 7. Project subcommittees guide research & product

development recommend to Steering Committee

8. Steering Committee considers final product for adoption as best practice

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REGIONAL EM&V FORUM PROCESSProject Selection Criteria

Project makes sense to do regionally: Topical issue for many/most states Saves states $$ compared to individual efforts

If adopted by states, results of project will: Improve credibility of EE savings Reduce barriers to EE resource participation in

wholesale capacity markets Improve state and regional demand-side resource

and energy planning, implementation and evaluation

Project results can inform/guide national EM&V efforts

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STEERING COMMITTEE CRITERIA FOR ADOPTING A FORUM PRODUCT…

1. Forum product is reviewed and recommended by the relevant Forum Project Committee through a transparent and timely process based on consensus (per Operational Guidelines)

2. The Forum product, if ultimately adopted and practiced by the states, serves the Forum goals and objectives to:

Increase consistency in EM&V practices Reduce EM&V costs for the statesHelp to improve the credibility of EE resources

By recommending adoption of Forum products, the Steering Committee: Encourages the products be used or implemented by and in the participating Forum states; and acknowledges the criteria for adopting the Forum products.”

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REGIONAL EM&V FORUM PROCESS

REGIONAL EM&V FORUM Core Functions

1. Protocol Development

2. Research & Evaluation

3. Education and Information Access

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FORUM FUNDING SOURCESLeveraging Resources Annual Budget Approx $2 million

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33%

28%

26%

12% New England States

New York

Mid-Atlantic States

US DOE/US EPA

FORUM ANNUAL BUDGETApprox. $2 million per year (2009-2012)

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9%

15%

7%

28%

42%

OperationsProject Man-agementEduc & Info AccessPD ProjectsR&E Projects

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FORUM PROJECTS (TO DATE, IN PROGRESS)Protocol Development

Forum Glossary of EM&V Terms (2011 V2)

Regional EM&V Methods Guidelines (2010)

Mid-Atlantic TRM (MD, DE, DC) (2010/2011/2012)

Net Savings Scoping Paper (2010-11); Net Savings Common Definitions and Policy Research (2012)

Common Statewide EE Reporting Guidelines (2010) – with Phase 2 Implementation (REED) in 2013

Development of Guidelines for Estimating and Attributing Savings from EE program activities that support advancement of building codes (forthcoming)

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FORUM PROJECTS (TO DATE, IN PROGRESS)Research & Evaluation / Education & Info Access

RESEARCH & EVALUATION PROJECTS

Loadshape Research – Unitary HVAC, Comm. Lighting (2009-11), Variable Frequency Drives (HVAC) (2012-13)

Commercial Lighting Measure Persistence (2010-11) Incremental Cost Study (2011, 2012)Emerging Technologies Savings Assumptions (2011-

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EDUCATION & INFORMATION ACCESS

EM&V Resource Library – evaluation studies, data sharing

Forum Annual Public Meetings Outreach to states to support use of Forum

products

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FORUM PRODUCTS

All Forum Products are available at:

http://neep.org/emv/forum-products-guidelines/index

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EM&V PROTOCOL DEVELOPMENTForum Projects Informing National Efforts

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NATIONAL PROTOCOLS

Forum Glossary; Regional EM&V

Methods Guidelines

Forum Metering Data Collection

Protocols

Forum Net Savings

Guidance (2013)

Forum EE Reporting

(REED)

Job Impacts Methods (2013)

Forum Cost-Effectiveness

Testing Guidance (2013?)

Codes/Standards Savings Attribution Guidance

SEE Action Behavioral Program Savings Methods

US DOE Uniform Methods Project (Phase 1 and 2)

North American Energy Standards Board (NAESB) Wholesale/Retail M&V standards ANSI EE Standardization Road Map CollaborativeEIA DSM Reports Form 861

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EM&V Forum and multiple national efforts - what we hope to avoid…

REGIONAL ENERGY EFFICIENCY DATABASE (REED) Overview

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Project Description: Database builds on Forum Common Statewide EE Reporting Guidelines adopted by Forum Steering Committee in December 2010

Final product: State data collection tool, regional public EE database, and interactive reporting of data. Modules include:

Background EE Info Annual incremental energy savings Lifetime energy savings Peak demand savings (summer/winter) Expenditures, cost of saved energy Avoided emissions Job impacts

Project subcommittee members: state entities (SEOs, PUCs, PAs, air quality reps), ISO/RTO staff

REED OVERVIEWGoal, Audiences and Uses

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REED Goal: Develop transparency and consistency in reporting of EE impacts across the region in order to increase the credibility and understanding of the EE resource to support state and regional energy, economic and environmental policies.

Audiences and Uses:

1. State PUC/SEO and PA benchmarking EE programs (program/policy design, effectiveness)

2. State DEP/regional EPA - air quality reporting/planning

3. ISO/RTO system/transmission planning

4. Stakeholder ability to compare, aggregate multi-state or sub-region EE impacts

REED OUTPUTS/REPORTS

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Reporting Titles with descriptions of filter options (all by state or sub-region)

Cost of Saved Energy (Lifetime Cost/ kWh or Cost/ therm)

Total Peak Demand Savings (by Total, by Sector or by program, and either net or gross)

Total Annual Electric Savings (by Total, by Sector or by program, and either net or gross)

Total Lifetime Electric Savings (by Total, by Sector or by program, and either net or gross)

Total Annual Gas Savings (by Total, by Sector or by program, and either net or gross)

Total Lifetime Gas Savings (By Total, by Sector or by program, and either net or gross)

Total Annual Expenditures and as % of Total Costs (By Category, electric and/ or gas)

Savings as a % of Utility kWh Sales (user to select electric and/ or gas)

Total Avoided Emissions (NOx, SO2, CO2)

Total J obs Created (Direct and Indirect) - from electric and/ or gas programs

Visit REED at:

http://neep-reed.org/

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2013 FORUM PROJECT AGENDA

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Protocol Development• PD13-1: Net Savings Methods and Guidance – via US DOE UMP• PD13-2: Cost Effectiveness Testing – research and guidance• PD13-3: REED – data collection/analysis; Job Impacts• PD13-4: EM&V Methods guidance:

Inform development of national EM&V gross savings protocols Develop Model Statewide Evaluation Guidelines that references

best practices on EM&V • PD13-5: Mid-Atlantic TRM v4

Research & Evaluation• RE13-1: Loadshape Research (Phase 4)• RE13-2: Emerging Technologies Research (Phase 3)• RE13-3: Incremental Cost Research (Phase 4)• RE13-4: Remaining Useful Life / Dual Baselines study

PROGRESS TOWARDS LONG-TERM GOAL OF:CONSISTENT, TRANSPARENT, ACCESSIBLE COMPARABLE ENERGY EFFICIENCY DATA

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Regional EM& Forum Develops Protocols (methods) and Consistent Data (Inputs)

Forum Steering Committee Adopts Protocols & Data as Recommended Best Practice

States Adopt & Implement Forum Products to Measure, Evaluate & Report Savings

EM&V Forum Collects, Makes State Savings Data Public & Accessible via Regional Database (REED)

ISO/RTOs and National & Federal Efforts Reference/Incorporate EM&V Forum Products

underway

Forum Strategic Plan (2014-16) in development…

underway

Regional EM&V Forum Team

Julie Michals – Director, EM&V Forum: jmichals@neep.org Elizabeth Titus – Senior R&E Manager: etitus@neep.org

Cecily McChalicher – REED Manager: cmcchalicher@neep.org

Danielle Wilson – Forum Associate: dwilson@neep.org

Regional EM&V ForumNortheast Energy Efficiency Partnerships91 Hartwell Ave Lexington, MA 02421

P: 781.860.9177 www.neep.org