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Author: American Council for an Energy-Efficient Economy
Publication Date: 2017

This report identifies states that are leaders in EM&V (evaluation, measurement, and verification) and gives examples of what they are doing. It covers three topics that have recently received attention in the industry: deemed savings and technical reference manuals (TRMs), common practice baselines (CPBs), and advanced metering-based measurement and verification (M&V 2.0). It includes case studies for each topic and conclude with a discussion of major challenges facing the EM&V field.

Using Deemed Savings and Technical Reference Manuals for Efficiency Programs and Projects
Author: Tina Jayaweera, Northwest Power and Conservation Council; Jennifer Easler, Iowa Attorney General's Office; Chuck Rea, MidAmerican Energy Company
Publication Date: 2016
Presentation, Media

Applying well documented stipulated (deemed) values is a common practice for determining the savings from energy efficiency projects and programs and the databases where such deemed values are cataloged are called Technical Reference Manuals (TRMs). This webcast introduces the use of deemed savings, information on setting up and updating TRMs, lessons learned, and resources for state officials. As examples, speakers discuss the content and development processes used for the Northwest regional TRM and the Iowa state TRM.

Author: U.S. Department of Energy
Publication Date: 2015

This summary from a Better Buildings Residential Network peer exchange call focused on evaluation, measurement, and verification of predicted/modeled savings from home energy upgrades.

Determine processes for collecting and sharing data about key contractor metrics and workforce development activities.

Solidify your program strategy and decide which customers you will focus on; what products, services, and support you will provide; and how you will partner with contractors and others to deliver services to your customers.

Support and partner with the workforce who will deliver your program’s energy efficiency services by understanding their capacity, recruiting contractor partners, enabling technical training and business development support, fostering clear communication, and refining program processes over time, in partnership with your workforce.

Establish metrics and measurement strategies for understanding whether you are effectively achieving your program goals and meeting your customers’ needs, while identifying areas that can be improved.

Develop the necessary materials, tools, and staff capacity to effectively deliver and manage your program.

Develop evidence-based insights into your program’s performance through third-party process and impact evaluations. Learn how to develop effective data collection strategies and timely evaluations to identify important program achievements as well as opportunities for making program improvements.

Author: Efficiency Maine
Publication Date: 2013

Sample energy reduction plan that details specific steps to be taken by the ownership and management at 1234 Any Street to achieve estimated energy savings based on an energy assessment.

Author: National Renewable Energy Laboratory
Publication Date: 2013

This report provides a set of model protocols for determining energy and demand savings that result from specific energy efficiency measures or programs. The methods described are among the most commonly used approaches in the energy efficiency industry for certain measures or programs; they draw from the existing body of research and best practices for energy efficiency evaluation, measurement, and verification (EM&V).

When it comes to making home energy upgrades feasible financially, ensuring that homeowners understand their financing options is important for converting interest into action. Financing, however, can be a complicated topic, and many programs struggle with communicating its value. Many Better Buildings Neighborhood Program partners found success by speaking about financing in ways that resonate with homeowners. Many successful programs have refined their financing messages, focusing on those...

Looking to appeal to a broader range of diverse residential energy efficiency customers? Consider offering a select number of program options with different levels of cost and complexity. According to a comprehensive evaluation of more than 140 programs across the United States, programs that offer several paths for customers to upgrade their homes were found to have greater participation and to generate higher energy savings. ...