The Regional EM&V Forum aims to increase consistency, reduce costs, and improve credibility of energy efficiency programs across the Northeast and Mid-Atlantic regions. It develops best practice protocols through projects committees and steering committee adoption. Projects include protocol development, research and evaluation, and an online regional energy efficiency database. The Forum's goals are to make energy efficiency impacts more transparent and comparable through consistent measurement, evaluation, and reporting.

1. Regional Evaluation, Measurement &
Verification Forum
OVERVIEW
Northeast Energy Efficiency Partnerships
April 2013

2. NEEP STRATEGIES
Make
Efficiency
Visible
Speed
Adoption
of Efficient
Products
Reduce
Building
Energy Use
Advance
Knowledge
+ Best
Practices
1
MISSION
Accelerate energy
efficiency in homes,
buildings & industry
in the Northeast –
Mid-Atlantic region.
GOAL
Keep the Northeast
region a national
leader in
accelerating energy
efficiency.
APPROACH: Collaboration, Education, Advocacy
Accelerating energy efficiency since 1996

3. MAKING EFFICIENCY HAPPEN
REGIONAL STRATEGIES
2
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!

4. 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
3

5. REGIONAL EM&V
FORUM:
GOALS AND
PURPOSE
4

6. 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
5

7. 6
FORUM STRUCTURE
3rd Party Contractors
Conduct Research
NEEP Forum Staff
•Administration & Operations
•Project Management
•Education & Information Access
•Regional EE Database
Steering Committee
Led by co-chairs; adopts Forum agenda & budgets;
adopts Forum products and encourages their use
Project Committee
Led by co-chairs; informs project agenda &
budget; reviews project deliverables; brings
recommendations to Steering Committee
NEEP Board of Directors
Provide overall strategic guidance; approve annual Forum
agenda, budget and revenue plan
Project Subcommittees
Inform RFP development; select 3rd party
contractors; review draft and final deliverables
Protocol
Development
Education &
Info Access
Research &
Evaluation
FORUM PARTICIPANTS

8. 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)

9. STEERING COMMITTEE MEMBERS (2013)
8
Name
Agency/
Organization
Name
Agency/
Organization
Steering Committee Co-Chairs: Commissioner Jolette Westbrook
Benjamin Davis (staff)
Commissioner Mark Sylvia
Tina 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 Randall
Kristina Miller (staff)
NJ Board of Public
Utilities observer only
TBD
Cindy Jacobs (DEEP staff)
CT Public Utilities
Reg. Authority
Dept of Energy &
Environ. Protection
Commissioner Robert Scott
Tom Frantz (staff)
NH Public Utility
Commission
New Director - TBD
Robert Underwood (Staff)
Bahareh Van Boekhold
DE Energy Office TBD
Bill Saxonis (staff)
NY Public Service
Commission / Dept of
Public Service
Keith Anderson
Lance Lonke (staff)
District Dept of the
Environment
Comm. James Volz
Mary Jo Krolewski (staff)
VT Public Service Board
Comm. David Littell
Denis Bergeron (staff)
ME Public Utilities
Commission
Nancy Seidman, Deputy
Commissioner
MA Dept of Environ.
Protection
Crissy Godfrey (staff)
Calvin Timmerman (staff)
MEA Director - TBD
Walt Auburn (staff)
Dennis Hartline (staff)
MD Public Service
Comm.
MD Energy Admin
Arthur Marin, Director NE States for
Coordinated Air Use
Mgmt (NESCAUM)

10. THE EM&V CYCLE
Planning  Evaluating  Reporting EE Savings
Forum projects address each of these areas…
9
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

11. REGIONAL EM&V FORUM PROCESS
Participant 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
10

12. REGIONAL EM&V FORUM PROCESS
Project 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
11

13. 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 states
Help 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.”
12
REGIONAL EM&V FORUM PROCESS

14. REGIONAL EM&V FORUM
Core Functions
1. Protocol Development
2. Research & Evaluation
3. Education and Information Access
13

15. FORUM FUNDING SOURCES
Leveraging Resources
Annual Budget Approx $2 million
14
33%
28%
26%
12%
New England States
New York
Mid-Atlantic States
US DOE/US EPA

16. FORUM ANNUAL BUDGET
Approx. $2 million per year (2009-2012)
15
9%
14%
7%
28%
42%
Operations
Project
Management
Educ & Info Access
PD Projects
R&E Projects

17. 16

18. 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)
17

19. 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 (2011-13)
EDUCATION & INFORMATION ACCESS
 EM&V Resource Library – evaluation studies, data sharing
 Forum Annual Public Meetings
 Outreach to states to support use of Forum products
18

20. FORUM PRODUCTS
All Forum Products are available at:
http://neep.org/emv/forum-products-
guidelines/index
19

21. EM&V PROTOCOL DEVELOPMENT
Forum Projects Informing National Efforts
20
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

22. 21
EM&V Forum and multiple national efforts -
what we hope to avoid…

23. REGIONAL ENERGY EFFICIENCY DATABASE (REED)
Overview
22
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

24. REED OVERVIEW
Goal, Audiences and Uses
23
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

25. REED OUTPUTS/REPORTS
24
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 Jobs Created (Direct and Indirect) - from electric and/or gas programs

26. Visit REED at:
http://neep-reed.org/
25

27. 2013 FORUM PROJECT AGENDA
26
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

28. PROGRESS TOWARDS LONG-TERM GOAL OF:
CONSISTENT, TRANSPARENT, ACCESSIBLE
COMPARABLE ENERGY EFFICIENCY DATA
27
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


29. 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 Forum
Northeast Energy Efficiency Partnerships
91 Hartwell Ave Lexington, MA 02421
P: 781.860.9177 www.neep.org