Forum Products & Guidelines

Click on any of the Forum Products below to learn more:

Common Statewide Energy Efficiency Reporting Guidelines

Net Savings Scoping  Paper Codes and Standards Workshop Regional EM&V Methods and Savings Assumptions Guidelines

Mid-Atlantic Technical Reference Manual, Version 2

Unitary HVAC Load Shape Study
Commercial Lighting Measure Persistence Study Commercial Lighting Loadshape Study EM&V Forum Evaluation
Net Savings Webinar
Incremental Cost Study

Incremental Cost Study
September 2011

The study's overall goal was to determine baseline and efficient measure costs for a series of energy efficiency measures of interest to the Subcommittee and the incremental costs of moving from baseline to efficient measures. The Incremental Cost Study (ICS) determined the cost of material/equipment for baseline and efficient measures, the cost of baseline labor and, where appropriate, incremental costs of labor.  This report describes the methods and results of the ICS to investigate and update incremental costs for a number of common measures employed in energy efficiency programs. The objectives of the Project are to develop electric and gas efficient measure incremental cost assumptions that will improve the ability of efficiency program planners, program administrators, program evaluators and regulators to:

» Retrospectively assess program cost-effectiveness.
» Prospectively estimate potential program cost-effectiveness to inform which measures and/or programs should be part of efficiency program portfolios.
» Inform program design, particularly financial incentive levels.

View the Incremental Cost Study Final Report

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EM&V Forum Evaluation
August 2011

This report presents the results of an evaluation conducted of the Regional Evaluation, Measurement & Verification (EM&V) Forum for NEEP to assess the effectiveness of the first three years of the Forum's operation.  Consistent with the Forum's Three-Year Plan (2009-2011), the purpose of the evaluation was to assess and document the Forum's activities and accomplishments to date, the extent to which it is meeting its value proposition, and to inform strategic planning for the future with regard to Forum structure, function, scope and funding construct.

View the Evaluation of the Regional EM&V Forum - Final Report

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Net Savings Webinar
July 2011

This webinar was the first of two webinars the Forum is hosting on net savings. The July webinar was presented by Pam Rathbun and Mimi Goldberg (TetraTech and KEMA), evaluation experts and key authors of Massachusetts' recent evaluation project on commercial/industrial free ridership and spillover. The purpose of this webinar was to share the Massachusetts work with Forum members and provide an opportunity for discussion and Q&A about lessons learned/best practices pertaining to C/I net savings methods, as well as the Massachusetts statewide approach.

To be clear, NEEP and the Forum are not endorsing or advocating any specific net savings method/approach at this time. With regard to net savings, we see these webinars as valuable first steps toward the Forum goals to encourage and increase quality, transparency, and consistency in EMV methods within the region.

In September the Forum will host a webinar addressing Massachusetts' companion evaluation project on residential net savings estimation, with additional opportunities for discussion and Q&A on net savings methods and related issues.

View the Webinar Presentation

View the Webinar Summary

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Commercial Lighting Load Shape Study
July 2011

This project developed weather normalized 8,760 (representing every hour of the year) lighting
end-use load shapes representative of hourly savings for efficient commercial lighting
equipment. These load shapes were based on the results of previous evaluation studies, including
metering, that were conducted for various program administrators in the EM&V Forum region.
This project builds upon the original SPWG C&I Lighting Coincidence Factor Study (March
2007) that was facilitated by NEEP, by including additional data and developing a site-level lighting
logger spreadsheet tool.

Commercial Lighting Load Shape data is available from NEEP upon request.  Please contact Cecily McChalicher.

View the Commercial Lighting Load Shape Study Final Report

View the Commercial Lighting Load Shape Tool

View the Project Summary

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Commercial Lighting Measure Persistence Study
June 2011

The primary objective of this study was to conduct primary and secondary research and analysis to provide the sponsors with estimates of measure lifetimes that included on-site verification of CFL bulbs and fixtures, LED exit signs, HID fixtures, and T8 fixtures installed by commercial and industrial lighting programs in New England and New York. A second objective was to determine the expected operating lives (in hours) for the same equipment categories based on secondary data. A primary driver of this study was the need for lighting measure lives for use in submitting demand resources into the ISO-NE Forward Capacity Market.

Commercial Lighting Measure Persistence data is available from NEEP upon request.  Please contact Cecily McChalicher.

View the Commercial Lighting Measure Persistence Study Final Report

View the Project Summary

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Unitary HVAC Load Shape Study
June 2011

 

This C&I Unitary HVAC Load Shape Project developed weather normalized 8,760 (representing every hour of the year) cooling end-use load shapes representative of hourly savings for the target population of efficient unitary HVAC equipment promoted by efficiency programs in the New England, New York and mid-Atlantic regions.

The unitary HVAC load shapes developed in this project further support program administrator calculations of savings in the forward capacity markets. These load shapes were based on results of primary data collection, including metering, completed as part of this study, as well as data available from existing sources.

HVAC Load Shape project data is available from NEEP upon request.  Please contact Cecily McChalicher.

View the C&I Unitary HVAC Load Shape Project Final Report, Version 1.1

View KEMA's Memo describing changes made to several tables for Version 1.1

View the C&I Unitary HVAC Load Shape Tool

View the Project Summary

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Common Statewide Energy Efficiency Reporting Guidelines

December 2010

The intent of these Guidelines, which include recommended state-level reporting templates and several process recommendations, is to provide for consistent definitions and the reporting of electric and natural gas energy-efficiency program energy and demand savings and associated costs, and their emission and job impacts across
the region. If the Forum states can collectively successfully implement these Guidelines, the region would benefit from a common "currency" of reported energy efficiency data to support multiple state and regional energy and environmental policies/objectives.

The scope of the Guidelines focuses on electric and gas energy efficiency savings, impacts and program expenditures, where such investments are funded by gas and electric service ratepayers. The Guidelines may evolve in the future to include the broader range of public policy driven energy efficiency investments as well as demand resources.

View the Common Statewide Energy Efficiency Reporting Guidelines

View the supporting report by NMR Group, Inc.

View the Project Summary

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Net Savings Scoping Paper

November 2010

The purpose of the Net Savings Scoping Paper is to improve Forum members' understanding of how net energy savings is defined, how stakeholders use net savings, and the opportunities and barriers to increasing the consistency of and quality in net savings definitions and measurement in the region.

Three issues motivated the request for the study: 1) the prevailing lack of consistency in definitions and measurement in the Northeast; 2) expanded use of energy savings estimates by diverse audiences, particularly with applications to climate change policies; and 3) increasing challenges of determining program "attribution"- that is, demonstrating that an energy efficiency program in a given year caused savings to occur in the face of extensive prior program activity and the existence of additional influences promoting efficient actions.

The paper explores these topics through a literature review of over 100 sources, interviews with 12 experts on energy efficiency programs and air regulation, and feedback from Forum members.

View the Net Savings Scoping Paper

View the Net Savings Scoping Paper one-page Abstract

View the Project Summary

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Regional EM&V Forum and NEEP Public Policy Workshop: Roadmap to Claiming Savings from Building Energy Codes and Appliance Standards

September 2010

This workshop, held on September 28, 2010 in Marlborough, MA, provided an opportunity for regulators, program administrators and other energy efficiency stakeholders in the Northeast and mid-Atlantic to interact and learn about ongoing codes and standards policies, programs and evaluation plans, with the goal of helping the region achieve more aggressive savings goals and claim benefits associated with building energy codes and appliance standards.  For more information, view the workshop summary.

View the workshop agenda, presentations, and other materials

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Regional EM&V Methods and Savings Assumptions Guidelines

May 2010

The EM&V Methods and Savings Assumptions Guidelines have been developed to provide a common understanding of methods to consider when determining the savings from energy efficiency programs.

The Forum developed these guidelines because it is believes that if implemented and used, EM&V guidance can benefit the Region by:

  1. Supporting state and regional policy goals through improved credibility and comparability of energy efficiency as the most affordable and immediate energy resource;
  2. Accelerating energy efficiency as an energy resource in regional markets by making EM&V practices and savings assumptions more transparent, understandable and accessible;
  3. Reducing the cost of EM&V activities by leveraging resources across the region for studies of common interest; and
  4. Informing the potential development of national EM&V protocols.

 

Download the Guidelines

View the Research Report by KEMA

View an Executive Summary of the KEMA research

View the Project Summary

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Mid-Atlantic Technical Reference Manual, Version 2

July 2011

The Mid-Atlantic Technical Reference Manual (TRM) project was sponsored by Delaware, Maryland, and the District of Columbia.  The Version 2 TRM documents in detail common savings assumptions for approximately fifty prescriptive residential and commercial/industrial electric and gas energy efficiency measures for use in program planning and calculation of program savings.  It is one of the few TRMs in the country to serve a multi-jurisdictional audience.

View the TRM Version 2

View the Project Summary

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End-Use Load Data Update Project -  Final Report, Phase 1: Cataloguing Available End-Use and Efficiency Measure Load Data

October 2009

This study was commissioned jointly by sponsors of two regional organizations, in response to a widespread interest in updating end-use load data. It represents a first step - "Phase 1" - toward a goal shared by the east and northwest (the Regions) of developing a coherent method of warehousing, distributing, and updating end-use and efficiency measure load data for the regions to eventually have a full array of data for all end-uses and efficiency measures.

View the Final Report

View the Executive Summary

View the Catalogue of Datasets

View an Overview of the Final Report

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The EM&V Forum Glossary of Terms and Acronyms, Version 2.1

July 2011

The Glossary defines and explains terms used in the evaluation, measurement, verification (EMV), and market research of electric and gas energy efficiency, conservation, load management, demand response, and other demand reduction activities that regulators, policymakers, and other non-technical readers will encounter as they pursue their work. Included are terms commonly used in the processes of EMV; terms associated with the energy efficiency measures being installed and the equipment or facilities within which they are installed; terms associated with program strategies that might be included in E, M & V studies; and other terms often found in evaluation reports.  Version 1 of the Glossary was completed in 2009.  Version 2.1, which adds about 65 terms that were not included in the first version of the Glossary, including environmental terms, was completed in 2011.

View the Glossary Version 2.1

View the Project Summary

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