STATE OF INDIANA 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] -3- 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] -4- 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