California energy efficiency evaluation protocols: technical, methodological, and reporting requirements for evaluation professionals

California Energy Efficiency Evaluation Protocols: Technical, Methodological and Reporting Requirements for Evaluation Professionals
{a.k.a. Evaluators’ Protocols}

Prepared under direction of the Energy Division, with the guidance by Joint Staff, for the
California Public Utilities Commission

APRIL 2006

Submitted by

Nick Hall, Johna Roth, Carmen Best
TecMarket Works
TecMarketBusiness Center
165 West Netherwood Road, Second Floor, Suite A
Oregon, WI 53575
NPHall@TecMarket.net
608 835 8855

And sub-contractors

Sharyn Barata
Opinion Dynamics, Irvine, California

Pete Jacobs
BuildingMetrics, Inc., Boulder, Colorado

Ken Keating, Ph.D.
Energy Program Consultant, Portland, Oregon

Steve Kromer
RCx Services, Oakland, California

Lori Megdal, Ph.D.
Megdal &Associates, Acton, Massachusetts

Jane Peters, Ph.D.
Research Into Action, Portland, Oregon

Richard Ridge, Ph.D.
Ridge & Associates, Alameda, California

Francis Trottier
Francis Trottier Consulting, Penn Valley, California

Ed Vine, Ph.D.
Energy Program Consultant, Berkeley, California
Acknowledgements

The authors wish to acknowledge and express our appreciation to the manyindividuals who contributed to the development of the California Evaluation Protocols. Without the support and assistance of these individuals this effort would not have been possible.

The Joint Staff (California Public Utilities Commission and the California Energy Commission) provided considerable Protocol development guidance and conducted multiple rounds of reviews of all sections of theProtocols. These individuals and their affiliations are the following:

• Ariana Merlino, Project Manager, Energy Division, California Public Utilities Commission

• Mike Messenger, California Energy Commission

Appreciation is also extended to the Administrative Law Judge, Meg Gottstein, who ordered the development of the Protocols and who provided instructive guidance and policydirection along the way.

In addition to the oversight and guidance provided by the above individuals, others within the Energy Division of the California Public Utilities Commission and the California Energy Commission provided valuable contributions and support. For these efforts we thank the following individuals:

• Nancy Jenkins, California Energy Commission

• Tim Drew, EnergyDivision, California Public Utilities Commission

• Zenaida Tapawan-Conway, Energy Division, California Public Utilities Commission

• Peter Lai, Energy Division, California Public Utilities Commission

• Nora Gatchalian, Energy Division, California Public Utilities Commission

• Jeorge Tagnipes, Energy Division, California Public Utilities Commission

• Sylvia Bender,California Energy Commission

We also wish to thank the California investor owned utilities and their program management and evaluation staff who have attended workshops and provided both written and verbal comments during the Protocol development process. And we wish to thank the public representatives who attended the workshops and provided verbal and written comments. All of these combinedefforts helped move the development of the Protocols to a successful completion in a very short period of time.

Lastly, we wish to thank the TecMarket Works Protocol Project Team who under direction from the ALJ and the Joint Staff, and with useful comments from the IOUs and the public, took the Protocols from concept to completion under the oversight of Joint Staff.
This team was made up of thefollowing individuals:

• Nick Hall, Johna Roth, Carmen Best, TecMarket Works

• Sharyn Barata, Opinion Dynamics Corporation

• Pete Jacobs, Building Metrics Inc.

• Ken Keating, Ken Keating and Associates

• Steve Kromer, RCx Services

• Lori Megdal, Megdal & Associates

• Jane Peters, and Marjorie McRae, Research Into Action

• Rick Ridge, Richard...