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SEE Action Guide for States: Evaluation, Measurement, and Verification Frameworks--Guidance for Energy Efficiency Portfolios Funded by Utility Customers

Evaluation, Measurement, and Verification Working Group January 2018

The State and Local Energy Efficiency Action Network is a state and local effort facilitated by the federal government that helps states, utilities, and

other local stakeholders take energy efficiency to scale and achieve all cost-effective energy efficiency by 2020. Learn more at seeaction.

SEE Action Guide for States: Evaluation Measurement and Verification (EM&V) Frameworks--Guidance for Energy Efficiency Portfolios Funded by Utility Customers, is a product of the State and Local Energy Efficiency Action Network (SEE Action), facilitated by the U.S. Department of Energy and the U.S. Environmental Protection Agency. Content does not imply an endorsement by the individuals or organizations that are part of SEE Action working groups, and does not reflect the views, policies, or otherwise of the federal government.

This document was final as of January 12, 2018.

This report was funded by the U.S. Department of Energy's Office of Energy Efficiency and Renewable Energy (EERE) under Lawrence Berkeley National Laboratory Contract No. DE-AC02-05CH1131. The EERE Project Manager is Michael Li.

If this document is referenced, it should be cited as:

Steven R. Schiller and Tom Eckman. 2017. Evaluation Measurement and Verification (EM&V) Frameworks-- Guidance for Energy Efficiency Portfolios Funded by Utility Customers. Prepared by Lawrence Berkeley National Laboratory for the State and Local Energy Efficiency Action Network.

FOR MORE INFORMATION

Regarding SEE Action Guide for States Evaluation Measurement and Verification (EM&V) Frameworks--

Guidance for Energy Efficiency Portfolios Funded by Utility Customers, please contact:

Michael Li

U.S. Department of Energy michael.li@ee.

Niko Dietsch

U.S. Environmental Protection Agency dietsch.nikolaas@

Regarding the State and Local Energy Efficiency Action Network, please contact:

Johanna Zetterberg

U.S. Department of Energy

johanna.zetterberg@ee.

January 2018

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Acknowledgements

The authors wish to acknowledge the support and guidance of U.S. DOE project manager, Michael Li, who made this guide possible.

We also thank the following individuals for providing valuable input and extensive comments for a review draft of this guide. Although the authors benefited immensely from the input of these people, the content and any opinions stated are the responsibility of the authors and the listing of these individuals here is not intended to imply their agreement regarding any or all elements of this guide.

? Kevin Cooney, Navigant ? Joseph Dolengo, National Grid ? Sami Khawaja, The Cadmus Group, LLC ? Joe Loper, Itron ? Jane Peters, Research Into Action ? Valerie Richardson, DNV/GL ? Robert Stephenson, Vermont Energy Investment Corporation

? Mary Sutter, Grounded Research and Consulting, LLC

The National Renewable Energy Laboratory provided technical editing, formatting, and graphics services.

December 2017

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Acronyms and Abbreviations

ACEEE AEA AESP AMI ASHRAE BPA CALMAC CaSPM CE CO2 DSM DOE EEAC EERE

American Council for an Energy-Efficient Economy American Evaluation Association Association of Energy Services Professionals advanced metering infrastructure American Society of Heating, Refrigerating and Air-Conditioning Engineers Bonneville Power Administration California Measurement Advisory Council California Standard Practice Manual cost-effectiveness carbon dioxide demand-side management United States Department of Energy Energy Efficiency Advisory Committee (Delaware) Office of Energy Efficiency and Renewable Energy

EEPS EERS EMC EM&V

energy efficiency performance standard energy efficiency resource standard Evaluation Management Committee (Massachusetts) evaluation, measurement, and verification

ESCO ESPC EUL EVO FEMP HPUC IEPEC IPL IRP IPMVP kW kWh

energy service company energy savings performance contract effective useful life Efficiency Valuation Organization Federal Energy Management Project Hawaii Public Utilities Commission International Energy Program Evaluation Conference Indianapolis Power and Light integrated resource planning International Performance Measurement and Verification Protocol kilowatt kilowatt-hour

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M&V M&V 2.0 MEA MMBtu NEI NOx NSPM NTG PSE RVF RTO SEE Action SOX SWE T&D TRM UMP WUTC

measurement and verification advanced measurement and verification data collection and analytics Maryland Energy Administration Million British Thermal Units non-energy impacts nitrogen oxides National Standard Practice Manual net-to-gross Puget Sound Energy resource value framework regional transmission organization State and Local Energy Efficiency Action Network sulfur oxides statewide evaluator (Pennsylvania) transmission and distribution technical reference manual U.S. Department of Energy's Uniform Methods Project Washington State Utilities and Transportation Commission

January 2018

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