State of Indiana Indiana Utility

INDIANA UTILITY REGULATORY COMMISSION

IN THE MATTER OF THE COMMISSION’S ) INVESTIGATION, PURSUANT TO IC § 8-1-2-58, ) INTO THE EFFECTIVENESS OF DEMAND SIDE ) MANAGEMENT (“DSM”) PROGRAMS ) CURRENTLY UTILIZED IN THE STATE OF ) INDIANA, INCLUDING AN EXAMINATION OF ) ISSUES THAT COULD IMPROVE THE ) CAUSE NO. 42693-S1 EFFECTIVENESS OF DEMAND SIDE ) MANAGEMENT PROGRAMS IN THE STATE, ) INCLUDING CONSIDERATION OF THE ) ESTABLISHMENT OF AN INDEPENDENT DSM ) ADMINISTRATOR MODEL ON A STATE-WIDE ) BASIS ) ) RESPONDENTS: ALL JURISDICTIONAL ) ELECTRIC AND GAS UTILITIES IN THE STATE ) OF INDIANA )

COMPLIANCE FILING – SUBMISSION OF MONTHLY EM&V REPORT

On November 5, 2012 the Indiana Utility Regulatory Commission issued a

Docket Entry in this Cause requiring the Demand Side Management Coordination

Committee (“DSMCC”) to file monthly reports by the 5th of each month containing a summary of activities by the DSMCC with respect to progress by the Evaluation

Measurement & Verification (“EM&V”) contractor including (a) progress against major task elements of the work plan, including due dates for major milestones and deliverables; (b) the issues discussed at meetings of the DSMCC and/or its

Certificate of Service

The undersigned hereby certifies that the foregoing was served this 23rd day of

June, 2015, via email transmission addressed to:

Jeffrey M. Reed Charles W. Ritz III Randall C. Helmen Don F. Morton Karol Krohn Angela L. Gidley Office of Utility Consumer Counselor PARR RICHEY OBREMSKEY FRANDSEN & 115 W. Washington Street, Suite 1500 South PATTERSON LLP Indianapolis, Indiana 46204 225 W. Main Street [email protected] P.O. Box 668 [email protected] Lebanon, Indiana 46052 [email protected] [email protected] [email protected] [email protected] [email protected]

Kay Pashos Teresa Morton Nyhart Kelly Earls BARNES & THORNBURG LLP Ice Miller LLP 11 S. Meridian Street One American Square, Suite 2900 Indianapolis, Indiana 46204 Indianapolis, Indiana 46282-0200 [email protected] [email protected] [email protected]

Robert E. Heidorn Jennifer W. Terry P. Jason Stephenson Timothy L. Stewart Michelle Quinn Joseph P. Rompala Southern Indiana Gas & Electric Company LEWIS & KAPPES, P.C. One Vectren Square 1700 One American Square 211 N.W. Riverside Drive Indianapolis, Indiana 46282 Evansville, Indiana 47708 [email protected] [email protected] [email protected] [email protected] [email protected] [email protected]

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Randolph G. Holt Kelly Karn Wabash Valley Power Association, Inc. Melanie D. Price 722 North High School Road DUKE ENERGY BUSINESS SERVICES, INC. P. O. Box 24700 1000 East Main Street Indianapolis, Indiana 46224 Plainfield, Indiana 46168 [email protected] [email protected] [email protected]

Ann M. O’Hara Michael B. Cracraft John M. Davis Steven W. Krohne Church Church Hittle & Antrim Hackman, Hulett & Cracraft, LLP 938 Conner Street 111 Monument Circle, Suite 3500 P.O. Box 10 Indianapolis, Indiana 46204 Noblesville, Indiana 46061 [email protected] [email protected] [email protected] [email protected] [email protected]

Mike Mooney Peter J. Mattheis Hoosier Energy Rural Electric Cooperative,Shaun C. Mohler Inc. Brickfield, Burchette, Ritts & Stone, P.C. 7398 State Road 37 1025 Thomas Jefferson Street, N.W. Bloomington, Indiana 47402 Eighth Floor – West Tower [email protected] Washington, DC 20007 [email protected] [email protected]

Deanna Dean-Webster Christopher M. Goffinet Beau Badeaux Jeffrey W. Hagedorn DEAN-WEBSTER WRIGHT, LLP HUBER & GOFFINET 50 S. Meridian Street, Suite 500 727 Main Street Indianapolis, Indiana 46204 Tell City, Indiana 47586 [email protected] [email protected] [email protected] [email protected]

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Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee February 2015

Indiana DSMCC-EM&V Subcommittee Evaluation Status Report

Month: February 2015 Final

This document presents the monthly evaluation progress report for the Indiana DSMCC-EM&V Subcommittee. Evaluation progress is reported in summary bullet form to allow for ease of review and to minimize reporting costs.

1. Overall evaluation management and operations

Current Efforts  Vanessa Barbarisi (Assistant EM&V Project Manager) delivered a healthy baby boy on February 10, 2015. Mother and baby are doing well.  The evaluation team continues the analysis and drafting of the PY3 report and will submit a draft to the DSMCC on Monday March 2, 2015 (March 1, 2015 is a Sunday).  Follow-up PY3 data was delivered by GoodCents and only minor gap filling issues were identified and resolved.  Reviewed and edited sections of PY3 report as they are drafted and submitted to the review team. Will continue drafting, reviewing and editing of report draft through February 28, 2015.  Several follow-up meetings of the team have been held to coordinate, plan and review status of the final evaluation analysis and write-ups. The analysis efforts are in full-swing and report development is moving forward as planned and budgeted.  Held a meeting with Ed Rutter of the OUCC to discuss the inclusion of IMPA results in the PY3 report. The evaluation team was instructed to exclude energy and cost effectiveness impacts for IMPA for the PY3 report and to refer people who need IMPA results to the PY2 report.  Effective March 1, 2015 following delivery of the Core Program Evaluation Draft Report for PY3, TecMarket Works will merge with the Cadmus Group. From March 2, 2015 through end of the project, Cadmus will take on the prime position and will be responsible for delivery of remaining reports.

Issues, Issue Status and Resolutions as Appropriate1

1 “*” Includes discussion of problems and solutions and identifies internal discussions on key evaluation issues and approaches.

Indiana Core Programs 1 TecMarket Works Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee February 2015

 The Cadmus Group will be establishing contractual assignment discussions with each utility and the representative of the OUCC to maintain contract coverage and consistency in the evaluation efforts. These efforts will occur the last weeks of March 2015.

Budget and Expenditures to Date:  Total Evaluation Budget: $ 6,892,528  Evaluation Spending to Date: $ 5,453,317.00  Percent of Budget Spent to Date: 79.1%

2. Market Baseline

Residential Market Baseline

Current Efforts  Completed telephone survey effort  Began on-site visits

Up-coming efforts  Begin analysis for the telephone survey data.  Continue with recruitment, scheduling and on-site visit efforts.

Issues, Issue Status and Resolutions as Appropriate  None at this time.

Commercial Market Baseline

Current Efforts  The evaluation team received and reviewed data requested from GoodCents to support field research activities.  The Evaluation Team reviewed performance of Core C&I program in the context of this study  The evaluation team is currently drafting a memo to be shared with the DSMCC about preliminary findings which inform subsequent evaluation steps  The evaluation team update survey and data collection instruments to include: o References to PY2014 rather than PY2011; o Matching equipment efficiency to Core C&I program offerings.

Up-coming efforts

Indiana Core Programs 2 TecMarket Works Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee February 2015

 The evaluation team will send the final survey instruments and preliminary findings to the DSMCC in February including a building owner/facility manager general phone survey; and a participant trade ally internet survey  The evaluation team plans to prepare the survey sample for the building owner/facility manager using customer lists received from GoodCents.  The evaluation team plans to conduct a participant trade ally survey to establish contractor outreach outside of C&I program projects.  The evaluation team plans to field a survey with building owners/managers.

Issues, Issue Status and Resolutions as Appropriate  No issues to report.

3. Technical Reference Manual

Current Efforts  No efforts this month. Up-coming efforts  Will be addressed once the final report for the program cycle has been received and final recommendations are made. Issues, Issue Status and Resolutions as Appropriate  None at this time.

4. Residential Lighting Program

Impact Evaluation

Current Efforts  The evaluation team completed the impact analysis.  The evaluation team developed the report and utility specific binders.  The evaluation team is exploring a possibility for an alternative sales modeling approach to determine free-ridership. If successful, the results will be integrated to the degree practical and feasible as part of the market effects study.

Upcoming Efforts  The evaluation team will QA/QC the impact analysis.  The evaluation team will submit the report and utility specific binders to DSMCC.

Issues, Issue Status and Resolutions as Appropriate  Due to the program design, the performance of the revenue neutral sales modeling analysis is not possible. The evaluation team is exploring an alternative sales

Indiana Core Programs 3 TecMarket Works Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee February 2015

modeling approach to integrate as part of the market effects study, but it may not be possible given the available data. For the purposes of the 2014 impact evaluation, the evaluation team will use free-ridership rates from the previous years’ evaluation efforts.

Process Evaluation

Current Efforts  The evaluation completed program materials review.  The evaluation team developed the process section of the report.

Upcoming Efforts  The evaluation team will submit the report and utility specific binders to DSMCC.

Issues, Issue Status and Resolutions as Appropriate  None to report at this time.

Residential Lighting Task Level Progress On Schedule yes/no Task Activity Progress this month Timing (if no – will it delay impact analysis and reporting timeline) TPA Interview Completed December, Yes 2014 Revenue modeling Not started January, 2015 Yes

Deemed Savings In process January, 2015 Yes Reviews Program Database In process Ongoing Yes Review Engineering Savings In process January and Yes Analysis February, 2015 Peak Demand Savings In process January and Yes Analysis February, 2015 Measure-specific ex-post In process January and Yes gross savings February, 2015 calculations

5. Home Energy Audit Program

Impact Evaluation

Current Efforts  Establish program participant counts.  Establish installation rate, persistence rate, and NTG.  Establish impact estimates for the program.  Begin reporting program results.

Indiana Core Programs 4 TecMarket Works Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee February 2015

Upcoming Efforts  Complete reporting of program results and issue final report.

Issues, Issue Status and Resolutions as Appropriate  None at this time.

Process Evaluation

Current Efforts  Establish program weights and analyze survey data.  Begin reporting program process results.

Upcoming Efforts  Complete reporting of program results and issue final report

Issues, Issue Status and Resolutions as Appropriate  None at this time.

Home Energy Audit Task Level Progress

On Schedule yes/no Task Activity Progress this month Timing (if no – will it delay impact analysis and reporting timeline) TPA Interview Completed June, 2014 Yes Deemed Savings Reviews Completed Fall, 2014 Yes Program Database Review In progress – ongoing monthly Ongoing Yes Participant Survey Completed Sept, 2014 Yes Engineering Savings Analysis In progress January and February Yes 2015 Peak Demand Savings Analysis In progress January and February Yes 2015 Deliver measure-specific ex- None April 2015 Yes post gross savings calculations Download monthly files from On going Yes Ongoing GoodCents via SFTP server

6. Low Income Weatherization

Impact Evaluation

Upcoming Efforts

Indiana Core Programs 5 TecMarket Works Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee February 2015

 Complete reporting of program results and issue final report.

Issues, Issue Status and Resolutions as Appropriate  None at this time.

Process Evaluation

Current Efforts  Establish program weights and analyze survey data.  Begin reporting program process results.

Upcoming Efforts  Complete reporting of program results and issue final report

Issues, Issue Status and Resolutions as Appropriate  None at this time.

Low Income Task Level Progress

On Schedule yes/no Task Activity Progress this month Timing (if no – will it delay impact analysis and reporting timeline) TPA Interview Completed June, 2014 Yes Deemed Savings Completed Fall, 2014 Yes Reviews Program Database In progress – ongoing monthly Ongoing Yes Review Participant Survey Completed September, 2014 Yes Engineering Savings In progress January and February Yes Analysis 2015 Peak Demand In progress January and February Yes Savings Analysis 2015 Deliver measure- Planned April 2015 Yes specific ex-post gross savings calculations Download monthly On going Yes files from GoodCents Ongoing via SFTP server

7. Energy Efficient Schools Program

Impact Evaluation Current Efforts  The evaluation team completed analyzing the results from the facility staff survey.  The evaluation team completed the deemed savings review of the kit and direct install measures.  The evaluation team continued the reporting process for the impact results.

Up-Coming Efforts

Indiana Core Programs 6 TecMarket Works Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee February 2015

 The evaluation team will finalize reporting for the impact results.

Issues, Issue Status and Resolutions as Appropriate  None to report.

Process Evaluation Current Efforts  The evaluation team completed analyzing process findings for reporting.  The evaluation team continued the reporting process for the process results.

Up-Coming Efforts  The evaluation team will finalize reporting for the process results.

Issues, Issue Status and Resolutions as Appropriate  None to report.

Task Level Progress

Timing On Schedule

yes/no

Progress this month Task Activity (if no – will delay impact analysis and reporting timeline)

TPA Interviews None September 2014 Yes Program Tracking Database Winter 2014-2015 Yes None Reviews Deemed Savings Review In Progress September - February, 2015 Yes Ongoing Ongoing throughout 2014 Yes Surveys of Student Participants

Surveys of School District Facility None Ongoing throughout 2014 Yes Staff Survey of Parents/Guardians None Not enough PY3 parents to call Yes Peak Demand Savings Analysis In Progress September - February, 2014 Yes Deliver measure-specific ex-post None April 2014 Yes gross savings calculations

8. C&I Program

Impact Evaluation Current Efforts  The evaluation team has completed engineering desk reviews.  The evaluation team is finalizing the PY3 draft report.

Issues, Issue Status and Resolutions as Appropriate  None at this time.

Indiana Core Programs 7 TecMarket Works Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee February 2015

Process Evaluation Current Efforts  Trade Ally survey data has been processed and submitted for the report.  Participant surveys for lighting and non-lighting measures have been analyzed.  The evaluation team is finalizing the PY3 draft report.

Up-Coming Efforts  The evaluation team will generate details savings binders for each utility.  The evaluation team will support the cost-effectiveness analysis.

Issues, Issue Status and Resolutions as Appropriate  None to report.

Task Level Progress

On Schedule

yes/no Progress this month Timing Task Activity (if no – will delay impact analysis and reporting timeline)

TPA Interviews Complete Fall 2014 Yes Program Tracking Database Ongoing through 2015 Yes Ongoing Reviews Deemed Savings Review None November, 2014- February, 2015 Yes None November, 2014 – February, Yes Peak Demand Savings Analysis 2015 Deliver measure-specific ex-post None April 2014 Yes gross savings calculations

9. Cost Effectiveness Analysis

Current Efforts  Planning final PY-3 and program cycle efforts.  Held a series of meetings with the team to go over the DSMore input needs and the timing needs for evaluation findings.  Developing DSMore input tables for impact evaluation leads to complete.

Up-coming efforts  Nothing at this time.

Issues, Issue Status and Resolutions as Appropriate

Indiana Core Programs 8 TecMarket Works Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee February 2015

 Held a meeting with Ed Rutter, EM&V Evaluation Subcommittee Chairman, to discuss the status of IMPA in the benefit cost analysis and in the report. The decision by the DSMCC is to exclude all IMPA reporting from the PY3 report.  The evaluation plan for 2014 results will follow the approach taken for 2013.

Collect comments and update No comments received. May/June 2014 Yes the draft report as necessary.

10. Evaluation Database and Data Transfer Portal* * For program specific data issues see program specific sections of this report.

Current Efforts  Review and download of incoming data from the TPA.  Successfully downloaded all PY3 data placed into the portal by GoodCents.  Distributed final end-of-cycle program data to the evaluation leads.

Up-Coming Efforts  Continue with data downloads and QC review efforts if additional data is up-loaded to the portal. We do not expect addition data.

Issues, Issue Status and Resolutions as Appropriate  The date for the final data download had passed and we had not received the final end-of-cycle program data. We have worked with GoodCents and understand that all data has been downloaded and provided to the evaluation team. No data issues of which we are aware remain at this time.

Evaluation Database Task Level Progress

On Schedule

yes/no Progress this month Timing Task Activity (if no – will delay impact analysis and reporting timeline)

Support EM&V file As needed Yes In progress transfer server and users

Indiana Core Programs 9 TecMarket Works Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee February 2015

Download monthly files On going Yes from GoodCents via SFTP In progress server Consolidate customer On going Yes In progress information across utilities Consolidate consumption Fall 2014 Yes No action this month data across utilities Store GoodCents tracking Monthly Yes In progress data Provide access to Monthly Yes database and ad-hoc As needed queries

11. Framework

Current Efforts  No updates this month. Up-coming efforts  Up-date the Framework as directed by EM&V-SC. Issues, Issue Status and Resolutions as Appropriate  Holding on the up-dating process pending decision by EM&V-SC on administrative costs.

Framework Task Level Progress

On Schedule yes/no

Task Activity Progress this month Timing (if no – will it delay impact analysis and reporting timeline) Up-date Framework as required Cost effectiveness language up- As instructed by the EM&V- Yes by the EM&V-SC date and RUL updates. SC

Note: EM&V reporting months typically include the last week of the previous month and the first three weeks of the reporting month in order to match the EM&V Subcommittee’s meeting schedule timelines and the need to report current progress at the time of the meetings.

Indiana Core Programs 10 TecMarket Works Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee February 2015 cc: Team members and TPA; David Sumi ([email protected]); 'Sarah Delp' ; 'Vanessa Barbarisi' ; Isabelle Gecils ([email protected]); May Wu ; ‘Dick Stevie’ ; ‘Pete Jacobs’ ; ‘M. Sami Khawaja’ ; ‘Jennifer Mitchell-Jackson’ ; ;

Final Distribution for Filing: [email protected], [email protected], [email protected];

Indiana Core Programs 11 TecMarket Works Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee March 2015

Indiana DSMCC-EM&V Subcommittee Evaluation Status Report

Month: March 2015 Final

This document presents the monthly evaluation progress report for the Indiana DSMCC-EM&V Subcommittee.

1. Overall evaluation management and operations

Current Efforts  The Evaluation Team submitted the draft report on March 2, 2015. The Team expects to receive comments from the DSMCC by March 18, 2015.  Utility specific workbooks are being completed and submitted to the respective utilities throughout the end of March.

Issues, Issue Status and Resolutions as Appropriate1  There are no issues to report at this time.

2. Market Baseline

Residential Market Baseline

Current Efforts  The Evaluation Team completed telephone survey effort.  Onsite visits have commenced.  The Evaluation Team is currently analyzing telephone survey data.

Up-coming efforts  The Evaluation Team will continue recruiting, scheduling and completing on-site visits.

Issues, Issue Status and Resolutions as Appropriate  None at this time.

Commercial Market Baseline

Current Efforts

1 “*” Includes discussion of problems and solutions and identifies internal discussions on key evaluation issues and approaches.

Indiana Core Programs 1 TecMarket Works Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee March 2015

 The Evaluation Team received and reviewed data requested from GoodCents to support field research activities.  The Evaluation Team reviewed performance of Core C&I program in the context of this study.  The Evaluation Team submitted a memo to the DSMCC outlining the market effects approach with the associated data collection instruments.  The Evaluation Team has prepared the sample frame for the building owner/facility manager survey.  The Evaluation Team is currently preparing the sample frame for the Trade Ally survey.

Up-coming efforts  The Evaluation Team will complete preparing Trade Ally sample frame.  The Evaluation Team will field the building owner survey beginning around March 23, 2015.  The Evaluation Team will invite all light and HVAC trade allies to complete the online survey beginning around March 23, 2015.

Issues, Issue Status and Resolutions as Appropriate  No issues to report.

3. Technical Reference Manual

Current Efforts  No efforts this month. Up-coming efforts  No efforts at this time. Issues, Issue Status and Resolutions as Appropriate  None at this time.

4. Residential Lighting Program

Impact Evaluation

Current Efforts  The Evaluation Team developed the draft report and utility specific binders.  The Evaluation Team is exploring a possibility for an alternative sales modeling approach to determine free-ridership. If successful, the results will be integrated to the degree practical and feasible as part of the market effects study.

Indiana Core Programs 2 TecMarket Works Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee March 2015

Upcoming Efforts  The Evaluation Team will conduct a thorough quality check the impact analysis.  The Evaluation Team will submit the report and utility specific binders to DSMCC.

Issues, Issue Status and Resolutions as Appropriate  Due to the program design, the performance of the revenue neutral sales modeling analysis is not possible. The Evaluation Team is exploring an alternative sales modeling approach to integrate as part of the market effects study, but it may not be possible given the available data. For the purposes of the 2014 impact evaluation, the Evaluation Team will use free-ridership rates from the previous years’ evaluation efforts.

Process Evaluation

Current Efforts  The Evaluation Team completed program materials review.  The Evaluation Team developed the process section of the report.

Upcoming Efforts  The Evaluation Team will submit the report and utility specific binders to DSMCC.

Issues, Issue Status and Resolutions as Appropriate  None to report at this time.

5. Home Energy Audit Program

Impact Evaluation

Indiana Core Programs 3 TecMarket Works Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee March 2015

Current Efforts  Finalize utility specific binders.

Upcoming Efforts  Complete reporting of program results and issue final report.

Issues, Issue Status and Resolutions as Appropriate  None at this time.

Process Evaluation

Current Efforts  Finalize utility specific binders.

Upcoming Efforts  Complete reporting of program results and issue final report.

Issues, Issue Status and Resolutions as Appropriate  None at this time. Home Energy Audit Task Level Progress

On Schedule yes/no Task Activity Progress this month Timing (if no – will it delay impact analysis and reporting timeline) TPA Interview Completed June, 2014 Yes Deemed Savings Reviews Completed Fall, 2014 Yes Program Database Review Completed Ongoing Yes Participant Survey Completed Sept, 2014 Yes Engineering Savings Analysis Completed January and February Yes 2015 Peak Demand Savings Completed January and February Yes Analysis 2015 Deliver measure-specific ex- In-progress April 2015 Yes post gross savings calculations Download monthly files from On going Yes Completed GoodCents via SFTP server

6. Low Income Weatherization

Impact Evaluation

Current Efforts  Finalize utility specific binders.

Upcoming Efforts  Complete reporting of program results and issue final report.

Issues, Issue Status and Resolutions as Appropriate  None at this time.

Indiana Core Programs 4 TecMarket Works Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee March 2015

Process Evaluation

Current Efforts  Finalize utility specific binders.

Upcoming Efforts  Complete reporting of program results and issue final report April 1, 2015.

Issues, Issue Status and Resolutions as Appropriate  None at this time. Low Income Task Level Progress

On Schedule yes/no Task Activity Progress this month Timing (if no – will it delay impact analysis and reporting timeline) TPA Interview Completed June, 2014 Yes Deemed Savings Completed Fall, 2014 Yes Reviews Program Database Completed Ongoing Yes Review Participant Survey Completed September, 2014 Yes Engineering Savings Completed January and Yes Analysis February 2015 Peak Demand Completed January and Yes Savings Analysis February 2015 Deliver measure- In-progress April 2015 Yes specific ex-post gross savings calculations Download monthly On going Yes files from GoodCents Completed via SFTP server

7. Energy Efficient Schools Program

Impact Evaluation Current Efforts  The Evaluation Team received edits and comments from the DSMCC and made any necessary updates to the impact report.

Up-Coming Efforts  The Evaluation Team will finalize the impact results, should more edits be necessary.

Issues, Issue Status and Resolutions as Appropriate  None to report.

Process Evaluation Current Efforts

Indiana Core Programs 5 TecMarket Works Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee March 2015

 The Evaluation Team received edits and comments from the DSMCC and made any necessary updates to the process report.

Up-Coming Efforts  The Evaluation Team will finalize the impact results, should more edits be necessary.

Issues, Issue Status and Resolutions as Appropriate  None to report.

Task Level Progress

Timing On Schedule

yes/no

Progress this month Task Activity (if no – will delay impact analysis and reporting timeline)

TPA Interviews None September 2014 Yes Program Tracking Database Winter 2014-2015 Yes None Reviews Deemed Savings Review None September - February, 2015 Yes None Ongoing throughout 2014 Yes Surveys of Student Participants

Surveys of School District Facility None Ongoing throughout 2014 Yes Staff Survey of Parents/Guardians None Not enough PY3 parents to call Yes Peak Demand Savings Analysis Complete September - February, 2014 Yes Deliver measure-specific ex-post In progress April 2014 Yes gross savings calculations

8. C&I Program

Impact Evaluation Current Efforts  The Evaluation Team is addressing PY3 draft report comments.  The Evaluation Team is finalizing utility-specific savings binders.  The Evaluation Team is providing measure-specific inputs for the cost-effectiveness task.

Issues, Issue Status and Resolutions as Appropriate  None at this time.

Process Evaluation Current Efforts  The Evaluation Team is finalizing the PY3 draft report.

Indiana Core Programs 6 TecMarket Works Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee March 2015

Up-Coming Efforts  The Evaluation Team will generate details savings binders for each utility.  The Evaluation Team will support the cost-effectiveness analysis.

Issues, Issue Status and Resolutions as Appropriate  None to report.

Task Level Progress

On Schedule

yes/no Progress this month Timing Task Activity (if no – will delay impact analysis and reporting timeline)

TPA Interviews Complete Fall 2014 Yes Program Tracking Database Ongoing through 2015 Yes Complete Reviews Deemed Savings Review Complete November, 2014- February, 2015 Yes Complete November, 2014 – February, Yes Peak Demand Savings Analysis 2015 Deliver measure-specific ex-post In progress April 2014 Yes gross savings calculations

9. Cost Effectiveness Analysis

Current Efforts  Calculating final PY3 and program cycle efforts.  Updating report for May 1, 2015 with final calculations.

Up-coming efforts  Nothing at this time.

Issues, Issue Status and Resolutions as Appropriate  The evaluation plan for 2014 results will follow the approach taken for 2013.

Indiana Core Programs 7 TecMarket Works Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee March 2015

Collect comments and update No comments received. May/June 2014 Yes the draft report as necessary.

10. Evaluation Database and Data Transfer Portal* * For program specific data issues see program specific sections of this report.

Current Efforts  No activity at this time.

Up-Coming Efforts  Available to work on ad hoc projects as needed.

Issues, Issue Status and Resolutions as Appropriate  No data issues of which we are aware remain at this time.

Evaluation Database Task Level Progress

On Schedule

yes/no Progress this month Timing Task Activity (if no – will delay impact analysis and reporting timeline)

Support EM&V file As needed Yes In progress transfer server and users Download monthly files On going Yes from GoodCents via SFTP In progress server Consolidate customer On going Yes In progress information across utilities Consolidate consumption Fall 2014 Yes No action this month data across utilities Store GoodCents tracking Monthly Yes In progress data Provide access to Monthly Yes database and ad-hoc As needed queries

11. Framework

Current Efforts  No updates this month. Up-coming efforts  Up-date the Framework if directed by EM&V-SC. Issues, Issue Status and Resolutions as Appropriate

Indiana Core Programs 8 TecMarket Works Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee March 2015

 Holding on the up-dating process pending decision by EM&V-SC on administrative costs.

Framework Task Level Progress

On Schedule yes/no

cc: Team members and TPA; David Sumi ([email protected]); 'Sarah Delp' ; 'Vanessa Barbarisi' ; Isabelle Gecils ([email protected]); May Wu ; ‘Dick Stevie’ ; ‘Pete Jacobs’ ; ‘M. Sami Khawaja’ ; ‘Jennifer Mitchell-Jackson’ ; ;

Final Distribution for Filing: [email protected], [email protected], [email protected];

Indiana Core Programs 9 TecMarket Works Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee April 2015

Indiana DSMCC-EM&V Subcommittee Evaluation Status Report

Month: April 2015 Final

This document presents the monthly evaluation progress report for the Indiana DSMCC-EM&V Subcommittee.

1. Overall evaluation management and operations

Current Efforts  The Evaluation Team submitted the final report on April 1, 2015.  All utility specific workbooks were finalized and distributed to the respective utilities by April 1, 2015.  The Evaluation Team conducted all cost-effectiveness analysis in early April and plans to submit the cost-effectiveness results on May 1, 2015.  The Evaluation Team began creating the public evaluation report (to be submitted June 1, 2015).

Issues, Issue Status and Resolutions as Appropriate1  There are no issues to report at this time.

2. Market Baseline

Current Efforts  The Evaluation Team completed telephone survey effort.  The Evaluation Team has completed over 200 on-sites and continuing this effort.  The Evaluation Team is currently analyzing telephone survey data.

Up-coming efforts  The Evaluation Team will continue recruiting, scheduling and completing on-site visits.

Issues, Issue Status and Resolutions as Appropriate  None at this time.

Commercial Market Baseline

1 “*” Includes discussion of problems and solutions and identifies internal discussions on key evaluation issues and approaches.

Indiana Core Programs 1 TecMarket Works Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee April 2015

Current Efforts  The Evaluation Team is currently fielding the Trade Ally survey.  The Evaluation Team is currently fielding the building owner/facility manager survey.

Up-coming efforts  The Evaluation Team will analyze the survey data once data collection has been completed.

Issues, Issue Status and Resolutions as Appropriate  No issues to report. 3. Technical Reference Manual

Current Efforts  No efforts this month. Up-coming efforts  No efforts at this time. Issues, Issue Status and Resolutions as Appropriate  None at this time.

4. Residential Lighting Program

Impact Evaluation

Current Efforts  The Evaluation Team submitted the final Residential Lighting program results on April 1, 2015.  The Evaluation Team finalized all utility-specific binders for the Residential Lighting program by April 1, 2015.

Upcoming Efforts  None to report.

Issues, Issue Status and Resolutions as Appropriate  None to report.

Process Evaluation

Current Efforts  None to report.

Indiana Core Programs 2 TecMarket Works Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee April 2015

Upcoming Efforts  None to report.

Issues, Issue Status and Resolutions as Appropriate  None to report.

Deemed Savings Completed January, 2015 Yes Reviews Program Database Completed Ongoing Yes Review Engineering Savings Completed January and Yes Analysis February, 2015 Peak Demand Savings Completed January and Yes Analysis February, 2015 Measure-specific ex-post Completed January and Yes gross savings February, 2015 calculations

5. Home Energy Audit Program

Impact Evaluation

Current Efforts  The Evaluation Team submitted the final Home Energy Audit Program results on April 1, 2015.  The Evaluation Team finalized all utility-specific binders for the Home Energy Audit Program by April 1, 2015.

Upcoming Efforts  None to report.

Issues, Issue Status and Resolutions as Appropriate  None to report.

Process Evaluation

Current Efforts  None to report.

Upcoming Efforts

Indiana Core Programs 3 TecMarket Works Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee April 2015

 None to report.

Issues, Issue Status and Resolutions as Appropriate  None to report. Home Energy Audit Task Level Progress

On Schedule yes/no Task Activity Progress this month Timing (if no – will it delay impact analysis and reporting timeline) TPA Interview Completed June, 2014 Yes Deemed Savings Reviews Completed Fall, 2014 Yes Program Database Review Completed Ongoing Yes Participant Survey Completed Sept, 2014 Yes Engineering Savings Analysis Completed January and February Yes 2015 Peak Demand Savings Completed January and February Yes Analysis 2015 Deliver measure-specific ex- Completed April 2015 Yes post gross savings calculations Download monthly files from On going Yes Completed GoodCents via SFTP server

6. Low Income Weatherization

Impact Evaluation

Current Efforts  The Evaluation Team submitted the final Low Income Weatherization Program results on April 1, 2015.  The Evaluation Team finalized all utility-specific binders for the Low Income Weatherization Program by April 1, 2015.

Upcoming Efforts  None to report.

Issues, Issue Status and Resolutions as Appropriate  None to report.

Process Evaluation

Current Efforts  None to report.

Upcoming Efforts  None to report.

Issues, Issue Status and Resolutions as Appropriate  None to report.

Indiana Core Programs 4 TecMarket Works Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee April 2015

Low Income Task Level Progress

On Schedule yes/no Task Activity Progress this month Timing (if no – will it delay impact analysis and reporting timeline) TPA Interview Completed June, 2014 Yes Deemed Savings Completed Fall, 2014 Yes Reviews Program Database Completed Ongoing Yes Review Participant Survey Completed September, 2014 Yes Engineering Savings Completed January and Yes Analysis February 2015 Peak Demand Completed January and Yes Savings Analysis February 2015 Deliver measure- Completed April 2015 Yes specific ex-post gross savings calculations Download monthly On going Yes files from GoodCents Completed via SFTP server

7. Energy Efficient Schools Program

Impact Evaluation Current Efforts  The Evaluation Team submitted the final Energy Efficient Schools Program results on April 1, 2015.  The Evaluation Team finalized all utility-specific binders for the Schools programs by April 1, 2015.

Up-Coming Efforts  None to report.

Issues, Issue Status and Resolutions as Appropriate  None to report.

Process Evaluation Current Efforts  None to report.

Up-Coming Efforts  None to report.

Issues, Issue Status and Resolutions as Appropriate  None to report.

Task Level Progress

Indiana Core Programs 5 TecMarket Works Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee April 2015

On Schedule

yes/no Progress this month Timing Task Activity (if no – will delay impact analysis and reporting timeline)

TPA Interviews Complete September 2014 Yes Program Tracking Database Complete Winter 2014-2015 Yes Reviews Deemed Savings Review Complete September - February, 2015 Yes Complete Ongoing throughout 2014 Yes Surveys of Student Participants

Surveys of School District Facility Complete Ongoing throughout 2014 Yes Staff Survey of Parents/Guardians Complete Not enough PY3 parents to call Yes Peak Demand Savings Analysis Complete September - February, 2014 Yes Deliver measure-specific ex-post Complete April 2014 Yes gross savings calculations

8. C&I Program

Impact Evaluation Current Efforts  The Evaluation Team submitted the final C&I Program impact results on April 1, 2015.  The Evaluation Team finalized all utility-specific binders for the C&I Program by April 1, 2015.

Up-Coming Efforts  None at this time.

Issues, Issue Status and Resolutions as Appropriate  None at this time.

Process Evaluation Current Efforts  The Evaluation Team submitted the final C&I Program process results on April 1, 2015.

Issues, Issue Status and Resolutions as Appropriate  None to report.

Indiana Core Programs 6 TecMarket Works Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee April 2015

Task Level Progress

On Schedule

yes/no Progress this month Timing Task Activity (if no – will delay impact analysis and reporting timeline)

9. Cost Effectiveness Analysis

Current Efforts  The Evaluation Team is calculating final PY3 and program cycle efforts.  The Evaluation Team is updating report for May 1, 2015 with final calculations.

Up-coming efforts  The Evaluation Team will respond to questions on the cost-effectiveness results.

Issues, Issue Status and Resolutions as Appropriate  None at this time.

Cost Effectiveness Task Level Progress On Schedule yes/no Task Activity Progress this month Timing (if no – will it delay impact analysis and reporting timeline) Provide cost-effectiveness Complete in April. Provide report by Yes results for each utility and for the May 1,2014 State of Indiana for the full three-year cycle as well as for 2014 on a stand-alone basis.

Collect comments and update No comments received yet. May/June 2014 Yes the draft report as necessary.

10. Evaluation Database and Data Transfer Portal* * For program specific data issues see program specific sections of this report.

Current Efforts

Indiana Core Programs 7 TecMarket Works Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee April 2015

 No activity at this time.

Up-Coming Efforts  Available to work on ad hoc projects as needed.

Issues, Issue Status and Resolutions as Appropriate  No data issues of which we are aware remain at this time.

Evaluation Database Task Level Progress

On Schedule

yes/no Progress this month Timing Task Activity (if no – will delay impact analysis and reporting timeline)

Support EM&V file No action this month As needed Yes transfer server and users Download monthly files No action this month On going Yes from GoodCents via SFTP server Consolidate customer No action this month On going Yes information across utilities Consolidate consumption No action this month Fall 2014 Yes data across utilities Store GoodCents tracking No action this month Monthly Yes data Provide access to Monthly Yes database and ad-hoc As needed queries

11. Framework

Current Efforts  No updates this month. Up-coming efforts  Up-date the Framework if directed by EM&V-SC. Issues, Issue Status and Resolutions as Appropriate  Holding on the updating process pending decision by EM&V-SC on administrative costs.

Framework Task Level Progress

On Schedule yes/no

Task Activity Progress this month Timing (if no – will it delay impact analysis and reporting timeline)

Indiana Core Programs 8 TecMarket Works Monthly Evaluation Progress Report The DSMCC-EM&V Subcommittee April 2015

Up-date Framework as required Cost effectiveness language up- As instructed by the EM&V- Yes by the EM&V-SC date and RUL updates. SC

Final Distribution for Filing: [email protected], [email protected], [email protected];

Indiana Core Programs 9 TecMarket Works