| (B) the demand goal calculated in accordance with this
section for the current year and the following year, including documentation
of the demand, weather adjustments, and the calculation of the goal;
(C) the utility's customers' total actual and weather-adjusted
energy consumption and actual and weather-adjusted energy consumption
for residential and commercial customers for the previous five years;
(D) the energy goal calculated in accordance with this
section, including documentation of the energy consumption, weather
adjustments, and the calculation of the goal;
(E) a description of existing energy efficiency programs
and an explanation of the extent to which these programs will be used
to meet the utility's energy efficiency goals;
(F) a description of each of the utility's energy efficiency
programs that were not included in the previous year's plan, including
measurement and verification plans if appropriate, and any baseline
studies and research reports or analyses supporting the value of the
new programs;
(G) an estimate of the energy and peak demand savings
to be obtained through each separate energy efficiency program;
(H) a description of the customer classes targeted
by the utility's energy efficiency programs, specifying the size of
the hard-to-reach, residential, and commercial classes, and the methodology
used for estimating the size of each customer class;
(I) the proposed annual budget required to implement
the utility's energy efficiency programs, broken out by program for
each customer class, including hard-to-reach customers, and any set-asides
or budget restrictions adopted or proposed in accordance with this
section. The proposed budget shall detail the incentive payments and
utility administrative costs, including specific items for research
and information and outreach to energy efficiency service providers,
and other major administrative costs, and the basis for estimating
the proposed expenditures;
(J) a discussion of the types of informational activities
the utility plans to use to encourage participation by customers,
energy efficiency service providers, and retail electric providers
to participate in energy efficiency programs, including the manner
in which the utility will provide notice of energy efficiency programs,
and any other facts that may be considered when evaluating a program;
(K) the utility's performance in achieving its energy
goal and demand goal for the prior five years, as reported in annual
energy efficiency reports filed in accordance with this section;
(L) a comparison of projected savings (energy and demand),
reported savings, and verified savings for each of the utility's energy
efficiency programs for the prior two years;
(M) a description of the results of any market transformation
program, including a comparison of the baseline and actual results
and any adjustments to the milestones for a market transformation
program;
(N) a description of self-delivered programs;
(O) expenditures for the prior five years for energy
and demand incentive payments and program administration, by program
and customer class;
(P) funds that were committed but not spent during
the prior year, by program;
(Q) a comparison of actual and budgeted program costs,
including an explanation of any increase or decreases of more than
10% in the cost of a program;
(R) information relating to energy and demand savings
achieved and the number of customers served by each program by customer
class;
(S) the utility's most recent EECRF, the revenue collected
through the EECRF, the utility's forecasted annual energy efficiency
program expenditures in excess of the actual energy efficiency revenues
collected from base rates as described in subsection (f)(2) of this
section, and the control number under which the most recent EECRF
was established;
(T) the amount of any over- or under-recovery energy
efficiency program costs whether collected through base rates or the
EECRF;
(U) a list of any counties that in the prior year were
under-served by the energy efficiency program;
(V) a calculation showing whether the utility qualifies
for a performance bonus and the amount of any bonus;
(W) a description of new or discontinued programs,
including pilot programs that are planned to be continued as full
programs. For programs that are to be introduced or pilot programs
that are to be continued as full programs, the description shall include
the budget and projected demand and energy savings; and
(X) a link to the program manuals for the current program
year.
(o) Review of programs. Commission staff may initiate
a proceeding to review a utility's energy efficiency programs. In
addition, an interested entity may request that the commission initiate
a proceeding to review a utility's energy efficiency programs.
(p) Inspection, measurement and verification. Each
standard offer, market transformation, and self-delivered program
shall include use of an industry-accepted evaluation and/or measurement
and verification protocol, such as the International Performance Measurement
and Verification Protocol (IPMVP) or a protocol approved by the commission,
to document and verify energy and peak demand savings to ensure that
the goals of this section are achieved. A utility shall not provide
an energy efficiency service provider final compensation until the
provider establishes that the work is complete and evaluation and/or
measurement and verification in accordance with the protocol verifies
that the savings will be achieved. However, a utility may provide
an energy efficiency service provider that offers behavioral programs
incremental compensation as work is performed. If inspection of one
or more measures is a part of the protocol, a utility shall not provide
an energy efficiency service provider final compensation until the
utility has conducted its inspection on at least a sample of measures
and the inspections confirm that the work has been done. A utility
shall provide inspection reports to commission staff within 20 days
of staff's request.
(1) The energy efficiency service provider, or for
self-delivered programs the utility is responsible for the determination
and documentation of energy and peak demand savings using the approved
evaluation and/or measurement and verification protocol, and may utilize
the services of an independent third party for such purposes.
(2) Commission-approved deemed energy and peak demand
savings may be used in lieu of the energy efficiency service provider's
measurement and verification, where applicable. The deemed savings
approved by the commission before December 31, 2007 are continued
in effect, unless superseded by commission action.
(3) Where installed measures are employed, an energy
efficiency service provider shall verify that the measures contracted
for were installed before final payment is made to the energy efficiency
service provider, by obtaining the customer's signature certifying
that the measures were installed, or by other reasonably reliable
means approved by the utility.
(4) For projects involving over 30 installations, a
statistically significant sample of installations will be subject
to on-site inspection in accordance with the protocol for the project
to verify that measures are installed and capable of performing their
intended function. Inspection shall occur within 30 days of notification
of measure installation.
(5) Projects of less than 30 installations may be aggregated
and a statistically significant sample of the aggregate installations
will be subject to on-site inspection in accordance with the protocol
for the projects to ensure that measures are installed and capable
of performing their intended function. Inspection shall occur within
30 days of notification of measure installation.
(6) Where installed measures are employed, the sample
size for on-site inspections may be adjusted for an energy efficiency
service provider under a particular contract, based on the results
of prior inspections.
(q) Evaluation, measurement, and verification (EM&V).
The following defines the evaluation, measurement, and verification
(EM&V) framework to be implemented starting in program year 2013.
The goal of this framework is to ensure that the programs are evaluated,
measured, and verified using a consistent process that allows for
accurate estimation of energy and demand impacts.
(1) EM&V objectives include:
(A) Documenting the impacts of the utilities' individual
energy efficiency and load management portfolios, comparing their
performance with established goals, and determining cost-effectiveness;
(B) Providing feedback for the commission, commission
staff, utilities, and other stakeholders on program portfolio performance;
and
Cont'd... |
