2018-2020 Energy Efficiency Evaluation Overview

2018-2020 EE Portfolio Report to the Governor and Legislature, June 2022

Below is a chart that compares first year savings goals to evaluated first year savings across the energy efficiency portfolio for the years 2018 through 2020 (data from the 2018-2020 EE Portfolio Report to the Governor and Legislature, linked above). The drop-down menu at the top of the chart can be used to change the savings metric that the chart shows. At the bottom of the chart, there is a link to a full Tableau dashboard with more data from the 2018-2020 EE Portfolio Report to the Governor and Legislature.

2018-2020 EE Savings & Expenditures: Tableau Dashboard

2018-2020 Evaluation Plan

Energy Division and the IOUs collaborated on an Evaluation Plan for energy efficiency programs that comprise the 2018-2020 program cycle. The evaluation plan includes specific sector approaches, including market, process, and impact evaluations, as well as proposed budgets. This Plan update reflects prioritization of studies and allocation of funds for EM&V in D.14-10-046. Read the Evaluation Plan here.

Reference Materials 

  • Real-time and historic IOU-reported energy savings for the 2013-2014, 2010-2012 and prior program cycles are posted on the EE Stats webpage
  • The CA Energy Efficiency Evaluation Protocols, providing guidance to policy makers to plan and structure energy efficiency evaluation efforts.
  • The CA Evaluation Framework, which provides a consistent, systemized and cyclic approach for planning and conducting evaluations of California's energy efficiency and resource acquisition programs.
  • The CPUC Energy Efficiency Policy Manual, which describes policy rules and related reference documents for development and evaluation of rate-payer-funded energy efficiency programs in California.
  • Cal-Mac is a searchable database of over 800 evaluation reports on California energy efficiency programs dating back to the early 1990s. The site includes utility program-specific evaluations for the 2004-2005 and 2006-2008 program cycles.
  • The Standard Practice Manual describes CPUC methods for determining cost-effectiveness of rate-payer-funded energy efficiency programs.
  • Energy Efficiency Goals and Potential Studies - The Commission established energy efficiency goals based on a number of savings potential and goals studies. The Commission's goals decisions (see above), along with decisions related to how energy efficiency savings from utilities' programs are counted towards the goals, are summarized here.
  • Links to utilities, government agencies, and other organizations working on energy efficiency
  • Real-time and historic IOU-reported energy savings for the 2013-2014, 2010-2012 and prior program cycles are posted on the EE Stats webpage
  • Energy efficiency program cost-effectiveness estimates for 2013-2014 and prior program cycles are found on Energy Division's Cost-Effectiveness Calculators (E3).
  • The Database for Energy Efficiency Resources (DEER) contains information on selected energy-efficient technologies and measures, including estimates of the energy-savings potential for these technologies in residential and nonresidential applications.
  • Receive project updates and comment on specific documents, including project-specific evaluation plans and draft reports, on Energy Division's Public Document Site. Site includes materials from the 2010-2012 program cycle.
  • The Project Status Reporting website is a project management system used by ED and its contractors to track ED evaluation projects. See psr.energydataweb.com 
  • Receive project updates and comment on specific documents, including project-specific evaluation plans and draft reports, on Energy Division's Public Document Site. Site includes materials from the 2010-2012 program cycle.
  • D.09-09-047 authorized approximately $3.2 billion in ratepayer funding for IOU-administered energy efficiency programs in the 2010-2012 program cycle. The Decision also directed Energy Division and the IOUs to develop a collaborative Evaluation Plan, including specific sector approaches and budgets, for the program cycle. Read the plan here.

Public Meetings 

Energy Division hosts regular quarterly meetings with the IOUs and stakeholders to review ongoing evaluation planning. To download materials from prior meetings and information on upcoming events, visit the Public Document Site here  

Background and Historical information  

  • Program Funding - Program-specific funding and projected energy savings for the utilities' 2010-2012 energy efficiency portfolios.
  • Program Reports - Monthly, quarterly and annual utility program reports, including reported energy savings and expenditures, for the 2010-2012 and prior program cycles.
  • Program Performance Metrics (PPMs) and Market Transformation Indicators (MTIs) - Resolution E4385 established PPMs and MTIs developed by Energy Division in collaboration with the utilities for the Statewide Programs of the 2010-2012 program cycle. The Complete PPM Worksheets referenced in the resolution provides a comprehensive framework of PPMs, MTIs, and associated objectives.
  • Policy and Planning (PPD) and Energy Division (ED) workshop series on 2013-2015 Energy Efficiency EM&V - D.10-10-033 directed PPD and ED to hold a series of workshops focused on EM&V issues related to the 2013-2015 Energy. Four workshops, each focused on a specific issue, were held through summer 2012:
    • Experimental Design - materials available here.
    • Market Transformation Metrics - materials available here.
    • Load Forecasting
    • Macro-consumption metrics  
  • Energy Efficiency Financing Workshop - Pursuant to an ALJ Ruling, an EE Finance workshop was held February 8-10, 2012. EE Finance Workshop materials and presentations:
  • 2010-2012 EM&V Spending Energy Division tracks the current status of ongoing evaluation work for the 2010-2012 program cycle. Project-specific budgets and expenditures may be found here.