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Slide 1
Program Evaluation

Evaluation, Measurement and Verification (EM&V)

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➤ Program and portfolio level evaluation
➤ Qualitative and quantitative analysis
➤ Industry-leading reporting templates
➤ Actionable recommendations
➤ Informed improvements to TRM estimates

EM&V Analysis

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➤ On-site, telephone, and web-based data collection
➤ End use metering and logging
➤ Engineering, econometric, and social sciences analytics
➤ First year and lifecycle savings estimation
➤ Program net benefits assessment
➤ Program cost effectiveness analysis

Slide 2

Quantitative Analytics

Engineering
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➤ Energy use modeling
➤ Building simulation modeling
➤ Calibrated modeling

Social Sciences

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➤ Choice modeling
➤ Numerical scoring methods
➤ Revealed preference modeling

Data Science
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➤ Database development and management
➤ Sample design and implementation
➤ Econometric and statistical analysis
➤ Normalized metered energy consumption (NMEC)
➤ Equipment survival modeling
➤ Machine learning

Slide 3
Program Performance Assessment

Quantitative Assessment

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➤ Cost effectiveness evaluation
➤ Depth of retrofit analysis
➤ Performance metrics development
➤ Longitudinal and baseline comparisons
➤ High performance program characteristics identification

Qualitative Assessment

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➤ Case study analysis
➤ In depth interviewing/focus groups
➤ Program influence and free ridership drivers
➤ Program adoption drivers – messaging/awareness
➤ Best practices assessment

Program Design Tools

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➤ Web based/interactive dashboard
➤ Hypothetical program performance simulation

Slide 4

Process Evaluation

Examining Program Design
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➤ Develop and review program logic models
➤ Refine models to meet program goals

Guidance for Program Improvement
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➤ Assess program strengths and weaknesses
➤ Recommendations for future program planning

Measuring Program Awareness
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➤ Participating and non-participating customers
➤ Participating and non-participating market actors
➤ Sources of awareness
➤ Trust of sources

Gauging Program Satisfactions
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➤ Developing satisfaction scores

(Program, Delivery, Contractor, Rebate)

➤ Reasons for satisfaction

Examining Participant Experiences
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➤ Positive and negative participant feedback
➤ Program likes and dislikes
➤ Participation barriers

Slide 5

Market Assessment

Technical Analytics
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➤ Code requirements
➤ Product specifications
➤ Product differentiators
➤ Market drivers
➤ Program qualifying product attributes
➤ Product quality and reliability

Program Analytics
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➤ Program delivery and accomplishments
➤ Role of product differentiators
➤ Role of regulatory compliance
➤ Role of code requirements
➤ Role of program influence
➤ Program approach

Market Analytics
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➤ Baseline saturation and market share
➤ Product delivery and market actors
➤ Product awareness, availability, trends and forecasts
➤ Product costs
➤ Customer product acceptance
➤ Customer segmentation
➤ Barriers to adoption

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