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Fall 2012
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Independence vs. Familiarity: How Program Administrators Organize for Evaluation Download 
Interviews with evaluation managers for 12 efficiency program administrators located across the U.S. and Canada to examine the ways those organizations have found a balance between the independence and integration of their evaluation function. Panelists presented benefits and drawbacks in terms of both evaluators' independence and their integration with program implementation of various approaches.
Finally! Someone is Talking About Spillover - Maximizing Spillover Impact Download 
Spillover is an often elusive element of DSM program evaluations and net-to-gross calculations. This speaker informed implementers about spillover and what it takes to maximize their quantifiable spillover. It should also help implementers and evaluators find ways to capture the spillover together by identifying the program traits that historically have led to evaluations with large, quantifiable spillover.
Beginner's Luck? Designing and Implementing a Net-to-Gross Study Download 
Net?to?gross (NTG) research is a heavily debated topic. . In 2012, NV Energy (NVE) commissioned primary net?to?gross research for the first time for their entire DSM portfolio, which encompasses a wide variety of program types. This presentation will discuss the research approaches, collaborative process employed during the study design and implementation, and how NVE used the results to inform their program deployment plans.
Because 'We'll Get Whatever Precision We Get' is not Good Enough - Impact Evaluation ... Download 
When a program has significant savings in more than one variable, these methods may provide only partial information and non-actionable results, undermining the fundamental purpose of evaluation. This speaker presents examples of this challenge, clarify what caused the difficulties, and explain how careful planning and thorough sample design up front can address this problem.
What Happens After the Reports are Delivered? Panel Download 
This panel presents three utilities' perspectives on using evaluation recommendations to improve program operations, including a frank discussion of what barriers staff may encounter during these efforts. Each panelist presents a brief overview of their utility and its programs, including the number of evaluations completed and how evaluation recommendations have been used - or not.
A New & Proven Approach to Designing and Measuring Multifamily Energy Savings Download 
The focus of this session was to present the findings and the lessons learned of a three-year multifamily new construction energy efficiency pilot program.
The Value in Evaluation: A Residential Program Implementer's Perspective Download 
Residential program implementers share their unique perspectives on: How evaluation can foster program success; Understanding how a program's 'evaluability' can be improved; Program perspectives.
Early Foresight: Bridging the Gap Between Implementation and Evaluation Download 
In the summer of 2009, the Bonneville Power Administration took on the task to completely redesign its industrial program. This presentation addressed the coordination between the program design and evaluation to position the Energy Smart Industrial (ESI) program to ensure program design and data collection were robust enough to support strong impact and process evaluations for the future.
Energy Efficiency Marketing: it ain't about education Download 
Suzanne Shelton, CEO of Shelton Group, shared insights from her company's ongoing polling of Americans about what actually moves customers to embrace energy efficiency, as well as strategies to employ.
Eye of the Beholder, An Examination of Meaningful Survey Designs Download 
This presentation utilized examples from various energy efficiency studies to illustrate how survey construction impacts core research tenets of providing valid results. The speakers presented specific examples of how data from evaluations can be interpreted/misinterpreted or misunderstood when adequate attention is not paid to the designing of the survey instruments during planning, designing and implementing program evaluations.
HPweES (Home Performance with ENERGY STAR®) in AZ, a model for Market Transformation Download 
Learn about the evolution of an HPwES Program from concept through implementation to evaluation and continuous improvement. This particular program illustrates how combining ARRA funds and utility rebate programs, with an evaluation process and emphasis on continuous improvement, can create a sustainable Home Performance industry.
Energy Efficiency for Multifamily: Why and Why Now? Download 
The focus is on a utility sponsored southeastern residential program that is now in its second year. Year one goals of that program were successfully met and then exceeded largely because of the launch of a multifamily-existing component which accounted for 54% of MWh earned. Detailed best practices discovered through this program's research, design, and implementation are also included.
The Advantages of a Team Approach to Evaluation and Implementation Download 
Evaluators and implementers often have an adversarial relationship even though their overall goal is essentially the same: improving energy efficiency programs. This presentation provides a case study of the collective work from the evaluators and members of the overall project team.
Best Practices in Residential HVAC Programs Download 
Different elements of program design among at least five different residential HVAC programs along with the program's evaluated results are compared. The review will consider research from customer and contractor surveys along with tracked program results as reported in evaluation materials.
Evaluation?Ready: A Practical Approach for No Savings Left on the Table Download 
PG&E contracted PECI to help design a commercial HVAC program that aligns with the California Energy Efficiency Strategic Plan. The presenters worked closely with utility and third party evaluators to achieve early consensus on how program performance would be measured. They shared lessons learned from the design phase and first year of implementation, and make the case for why this best practice approach is feasible for a wide range of programs.
How SCE's Edison SmartConnect® Enabled DSM Programs Help Customers Make Smart Energy Choices Download 
These presenters take an in?depth look at how customer behavior, with regard to energy consumption, is affected by the data available through smart meter technology.
Securing Access to Smart Grid Data While Preserving Customer Privacy Download 
Smart meter data can improve the customer experience by providing customers with additional information and functionality, but can also raise privacy and security concerns. Data privacy regulation is a relatively novel issue in the energy space. The presenters also showcase how CA has led the way in developing smart meter data privacy regulations
Realizing the promise of the Smart Grid... Download 
Speakers discussed how to architect and deploy holistic demand side management systems, using a real world case studies, including one of the largest utilities in the U.S., showing how it has used DSM to engage customers, save energy, and reduce costs.
Back to Basics: A Price Response Approach to Estimating Lighting Freeridership Download 
This presentation outlined an approach to evaluating freeridership in an upstream lighting program in New England using a unique methodology based on basic microeconomic principles. The speakers illustrated that an econometric approach to estimating freeridership in upstream programs is both feasible and reliable provided strong communication and coordination of program stakeholders.
Estimating Indirect HVAC Savings from CFL Installations Download 
A growing number of residential lighting impact evaluations & statewide TRMs have incorporated the indirect impact of energy efficient lighting on residential HVAC systems into their calculations of gross energy savings & peak demand reductions. Learn how coordinated regional research efforts can provide an improved empirical basis for future indirect savings estimates for more efficient lighting systems in residential dwellings.
The Perils of Resistance to Energy Efficiency Program Evaluation Findings Download 
A dilemma at Puget Sound Energy caused considerable stress among the EM&V staff and program managers several years ago. The solution was the adoption of an Evaluation Report Response (ERR) process required for all program evaluations. Key insights are shared on how the ERR process has made a significant and positive impact on Puget Sound Energy's implementation and evaluation efforts.
Lessons for Program & Portfolio-level Staff, & Implementers... Download 
Select findings from the 2010-2012 nonresidential process evaluations conducted concurrently for SCE & SDG&E were examined. The purpose of the study was to serve as a midpoint check to provide feedback to both utilities, as well as 3rd party implementers, and to inform filings for bridge funding and the next program cycle. Recommendations were structured by level of implementation (portfolio, program), value to implement, and complexity for implementation.
Evaluation! It's for Breakfast, Lunch and Dinner Download 
Evaluation is more than just measuring results. Learn how an energy efficiency program implementer is using internal evaluation to measure effectiveness. Topics include data collection process, evaluation structure, timelines, and how to interpret and use key performance indicators.