# S AVINGS 

# C LAIM 

# S UMMARY



# 2013

A PRIL 

## 1, 2014

128 L AKESIDE 

### A VENUE



### , S UITE 

### 401

B URLINGTON



### , V ERMONT 

### 05401

(888) 921

Ͳ 5990

WWW



### . EFFICIENCYVERMONT



### . COM This report is submitted to the Vermont Public Service Board and to the Vermont Public

Service Department, in fulfillment of the regulatory requirement for submitting Efficiency

Vermont’s annual savings claim for 2013. 

## S AVINGS 

## C LAIM 

## S UMMARY 

## 2013

TABLE OF CONTENTS

1. R ESULTS 

### O VERVIEW 

### 1

1.1 Q UANTIFIABLE P ERFORMANCE I NDICATORS 2

1.2 E CONOMIC B ENEFITS 4

1.3 E LECTRIC E FFICIENCY S AVINGS 5

1.4 T HERMAL E NERGY AND P ROCESS F UEL E FFICIENCY S AVINGS 8

1.5 E NVIRONMENTAL B ENEFITS 10



### 2. 2013 A CTIVITIES 

### 11

2.1 B USINESS

, I NSTITUTIONAL

, AND M UNICIPAL F ACILITIES S ERVICES 12  2.1.1 V ERMONT ’ S L ARGEST E NERGY U SERS 12

2.1.2 S MALL B USINESSES 13

2.1.3 T ARGETED M ARKETS 13  2.1.4 K EY C OMMERCIAL T ECHNOLOGIES 16

2.2 R ESIDENTIAL S ERVICES 18  2.2.1 E XISTING AND N EW L OW

Ͳ I NCOME H OUSING 18  2.2.2 E XISTING M ARKET

Ͳ R ATE H OMES 19

2.3 S ERVICES TO G EOGRAPHICALLY T ARGETED A REAS 19

2.4 A CTIVITIES IN S ERVICE TO M ULTIPLE C USTOMER S ECTORS 20

2.4.1 S ERVICES TO D ESIGNERS & B UILDERS OF N EW B UILDINGS 20

2.4.2 S ERVICES TO B UILDING I MPROVEMENT C ONTRACTORS 23

2.4.3 S ERVICES TO E QUIPMENT S UPPLY C HAIN P ARTNERS & T ECHNICIANS 24

2.4.4 S ERVICES TO B UYERS OF R ETAIL E FFICIENT P RODUCTS 25  2.4.5 T RADE A SSOCIATION P ARTNERSHIPS 26  2.4.6 C OMMUNITY

Ͳ B ASED A CTIVITIES 27  2.4.7 F INANCIAL S ERVICES 28

2.5 M ARKET A DVANCEMENT A CTIVITIES 30

2.5.1 E DUCATION & I NFORMATION S ERVICES 30

2.5.2 C OORDINATION WITH D ISTRIBUTION U TILITIES 32

2.5.3 I NFORMATION IN S ERVICE TO THE S TATE OF V ERMONT 32

2.5.4 D EMAND R ESOURCES P LAN (DRP) 33

2.5.5 V ERMONT S YSTEM P LANNING C OMMITTEE (VSPC) 33

2.5.6 ISO

Ͳ NE F ORWARD C APACITY M ARKET P ARTICIPATION 33Efficiency Vermont Savings Claim Summary 2013 Ʈ ii 2.5.7 S TATE

, R EGIONAL

, AND N ATIONAL P ARTNERSHIPS 34

2.5.8 I NFORMATION T ECHNOLOGY 34

2.5.9 P LANNING AND R EPORTING 35

2.5.10 E VALUATION 35

2.5.11 A PPLIED R ESEARCH AND D EVELOPMENT 36



### 3. R ESOURCE AND 

### N ON



### Ͳ R ESOURCE 

### A CQUISITION 

### R ESULTS 

### 39

3.1 R ESOURCE A CQUISITION S UMMARY 41  3.2 B UDGET S UMMARY 42

Quality Performance Indicators and Minimum Performance Requirements

3.3 2012

– 2014 E LECTRIC P ERFORMANCE I NDICATORS & M INIMUM R EQUIREMENTS 43

3.4 2012

– 2014 E LECTRIC M INIMUM TRB PER G EOGRAPHIC A REA (QPI #12) 44

3.5 2012

– 2014 T HERMAL E NERGY AND P ROCESS F UELS F UNDS P ERFORMANCE

I NDICATORS & M INIMUM R EQUIREMENTS 45

3.6 S ERVICE Q UALITY AND R ELIABILITY S UMMARY R EPORT 46

E LECTRIC Combined Resource Acquisition

3.7 E LECTRIC R ESOURCE A CQUISITION S UMMARY 47

3.8 D ETAIL S UMMARY

, INCLUDING C USTOMER C REDIT 48

3.9 D ETAIL S UMMARY

, EXCLUDING C USTOMER C REDIT 49

3.10 E ND U SE B REAKDOWN 50

3.11 U TILITY B REAKDOWN 51

3.12 C OUNTY B REAKDOWN 52

3.13 T OTAL R ESOURCE B ENEFITS 53

Business Energy Services

3.14 S UMMARY 54

3.15 E ND U SE B REAKDOWN 55

Residential Energy Services

3.16 S UMMARY 56  3.17 E ND U SE B REAKDOWN 57

T HERMAL E NERGY AND P ROCESS F UELS

Combined Resource Acquisition 3.18 S UMMARY 58

3.19 D ETAIL S UMMARY 59  3.20 E ND U SE B REAKDOWN 60  3.21 T OTAL R ESOURCE B ENEFITS 61

Business Energy Services

3.22 S UMMARY 62

3.23 E ND U SE B REAKDOWN 63 Efficiency Vermont Savings Claim Summary 2013 Ʈ iii Residential Energy Services

3.24 S UMMARY 64

3.25 E ND U SE B REAKDOWN 65



### 4. M AJOR 

### M ARKET 

### R ESOURCE 

### A CQUISITION 

### R ESULTS 

### 67

E LECTRIC

Business New Construction

4.1 S UMMARY 69

4.2 E ND U SE B REAKDOWN 70

4.3 T OTAL R ESOURCE B ENEFITS 71

Business Existing Facilities

4.4 S UMMARY 72

4.5 E ND U SE B REAKDOWN 73

4.6 T OTAL R ESOURCE B ENEFITS 74

Residential New Construction

4.7 S UMMARY 75

4.8 E ND U SE B REAKDOWN 76

4.9 T OTAL R ESOURCE B ENEFITS 77

Efficient Products

4.10 S UMMARY 78

4.11 E ND U SE B REAKDOWN 79

4.12 T OTAL R ESOURCE B ENEFITS 80

Existing Homes

4.13 S UMMARY 81

4.14 E ND U SE B REAKDOWN 82

4.15 T OTAL R ESOURCE B ENEFITS 83  T HERMAL E NERGY AND P ROCESS F UELS

Business New Construction

4.16 S UMMARY 84

4.17 E ND U SE B REAKDOWN 85

4.18 T OTAL R ESOURCE B ENEFITS 86 

Business Existing Facilities

4.19 S UMMARY 87

4.20 E ND U SE B REAKDOWN 88

4.21 T OTAL R ESOURCE B ENEFITS 89

Residential New Construction

4.22 S UMMARY 90

4.23 E ND U SE B REAKDOWN 91

4.24 T OTAL R ESOURCE B ENEFITS 92Efficiency Vermont Savings Claim Summary 2013 Ʈ iv Efficient Products

4.25 S UMMARY 93

4.26 E ND U SE B REAKDOWN 94

4.27 T OTAL R ESOURCE B ENEFITS 95

Existing Homes

4.28 S UMMARY 96

4.29 E ND U SE B REAKDOWN 97

4.30 T OTAL R ESOURCE B ENEFITS 98



### 5. S PECIAL 

### P ROGRAMS 

### 99

5.1 C USTOMER C REDIT P ROGRAM 101

5.1.1 N ARRATIVE 101

5.1.2 S UMMARY 103

5.1.3 E ND U SE B REAKDOWN 104

5.1.4 T OTAL R ESOURCE B ENEFITS 105

5.2 G EOGRAPHIC T ARGETING (E LECTRIC ) 107

5.2.1 C OMBINED S UMMARY 109

5.2.2 S USIE W ILSON R D

– E ND U SE B REAKDOWN 110

5.2.3 S AINT A LBANS

– E ND U SE B REAKDOWN 111



### 6. S UBMARKET 

### R ESOURCE 

### A CQUISITION 

### R ESULTS 

### —E LECTRIC 

### O NLY 

### 113

Market Rate Multifamily New Construction

6.1 S UMMARY 115

6.2 E ND U SE B REAKDOWN 116

Market Rate Multifamily Retrofit

6.3 S UMMARY 117

6.4 E ND U SE B REAKDOWN 118

Low Income Multifamily New Construction and Retrofit

6.5 S UMMARY 119

6.6 E ND U SE B REAKDOWN 120

Low Income Multifamily New Construction 6.7 S UMMARY 121

6.8 E ND U SE B REAKDOWN 122

Low Income Multifamily Retrofit

6.9 S UMMARY 123

6.10 E ND U SE B REAKDOWN 124

Business Non

Ͳ Farm Equipment Replacement

6.11 S UMMARY 125

6.12 E ND U SE B REAKDOWN 126Efficiency Vermont Savings Claim Summary 2013 Ʈ v Business Non

Ͳ Farm Retrofit

6.13 S UMMARY 127

6.14 E ND U SE B REAKDOWN 128 

Market Rate Single Family

6.15 S UMMARY 129

6.16 E ND U SE B REAKDOWN 130

Low Income Single Family

6.17 S UMMARY 131

6.18 E ND U SE B REAKDOWN 132

Large Industrial 6.19 S UMMARY 133

6.20 E ND U SE B REAKDOWN 134



### 7. L IST OF 

### S UPPORT 

### D OCUMENTS



### , BY 

### S ERVICE 

### 135

7.1 D OCUMENTS

, C ORRESPONDING M ARKETS

, AND 2013 S TATUS 137



### 8. D EFINITIONS AND 

### E ND 

### N OTES 

### 139

8.1 D ATA T ABLES O VERVIEW 141

8.2 D EFINITIONS AND R EPORT T EMPLATE 141

# 1. 

# R ESULTS 

# O VERVIEW

#  

#  Efficiency Vermont Savings Claim Summary 2013 Ʈ 1 

## 1. 

## R ESULTS 

## O VERVIEW

In 2013, Efficiency Vermont helped Vermont businesses, institutions, households of all

income levels, and communities get the most out of their energy dollars while

strengthening local economies and protecting the environment. Efficiency Vermont’s

comprehensive, statewide electric and thermal energy efficiency services helped

Vermonters at critical decision

Ͳ making moments in new construction projects, during

renovations, and in the purchase of efficient equipment. Of equal importance was Efficiency

Vermont's work to help Vermonters obtain optimal savings by approaching efficiency, on

the customer’s terms, as an energy management process rather than a one

Ͳ time project.

Efficiency Vermont’s ongoing success in obtaining cost

Ͳ effective energy savings continued

to define efficiency as the cleanest, least expensive, and most locally

Ͳ acquired way to

reduce Vermonters’ energy costs and to meet the state’s energy needs. In 2013, Efficiency

Vermont worked to:

x Motivate energy efficiency actions with: 1) technical and financial analysis; 2)

information about energy use and planning, efficient technologies, and building

science to empower Vermonters with the ability to identify how their actions control

their energy costs, and 3) resources to bring efficiency within financial reach for

Vermonters of all income levels and to enable Vermonters in all regions of the state

to make informed decisions about cost

Ͳ effective efficiency investments to benefit

their households, businesses, and communities.

x Make efficiency the standard by ensuring that high

Ͳ quality, efficient technologies

and approaches are available and knowledgeably installed and serviced through: 1)

training and support for building retrofit and new

Ͳ construction designers,

contractors, as well as the builders, equipment retailers, installers, and service

technicians to whom Vermonters turn for efficient services and products, and 2)

maintenance of upstream relationships with and services to equipment

manufacturers, distributors, and suppliers.

x Benefit Vermonters through involvement in state, regional, and national efficiency

planning, policy, programming, and research efforts that have a lasting, positive

impact.

The close of 2013 marked the completion of two of the three years in Efficiency Vermont’s

current performance period 1

. Fittingly, the energy

Ͳ related savings acquired through

Efficiency Vermont’s efforts in these two years was at or above two

Ͳ thirds of most key

savings goals for the 2012

Ͳ 2014 period. Although this short

Ͳ term alignment is neither a

requirement nor an aim of Efficiency Vermont’s long

Ͳ term efforts, it is an indicator of strong

progress toward overarching three

Ͳ year goals. 1 Efficiency Vermont’s performance periods and savings goals are established with the Vermont Public Service

Board, as discussed in Section 1.1.Efficiency Vermont Savings Claim Summary 2013 Ʈ 2 Efficiency Vermont maintained this progress despite relatively slow energy savings results in

the first half of 2013. Through its rigorous, ongoing monitoring of its performance,

Efficiency Vermont was able to identify and reverse early 2013 results through aggressive

program adjustments that increased participation. The positive momentum from these

program modifications was expected to continue into the final year of the performance

period.

Corresponding to energy savings amounts was the level of economic benefit to Vermont

resulting from Efficiency Vermont’s work. As detailed in Section 1.2, Efficiency Vermont’s

2013 services resulted in $62.2 million in net, lifetime economic value to Vermont. Although

this single

Ͳ year result was lower than the previous year’s, a period

Ͳ to

Ͳ date figure of $164.5

million 2 positioned Efficiency Vermont well for a successful 2012

Ͳ 2014 performance period

yielding benefits of deep value to Vermont.

1.1 QUANTIFIABLE PERFORMANCE INDICATORS 3

Efficiency Vermont continued to operate under a performance

Ͳ based model. This model

ties a significant portion of compensation to specific, aggressive goals in order to encourage

high levels of performance, innovation, quality, and operational efficiency. These goals—for

specified energy savings acquisitions, administrative performance elements, and other

areas—are established with the Vermont Public Service Board as Quantifiable Performance

Indicators (QPIs) for a three

Ͳ year performance period. The results shown in Table 1 reveal

strong progress toward Efficiency Vermont’s QPI goals for the 2012

Ͳ 2014 performance

period. These results were achieved within the budget parameters set by the Vermont

Public Service Board.  2 In the first year of the 2012

Ͳ 2014 period, Efficiency Vermont’s services resulted in $102.3 million in net,

lifetime economic value to Vermont. Source: Efficiency Vermont 2012 Annual Report.

3 Unless otherwise noted, results provided in the narrative section of this report include Customer Credit data,

but do not include savings from efficiency measures installed via Burlington Electric Department, Vermont Gas

Systems, or the Green Mountain Power Energy Efficiency Fund.Efficiency Vermont Savings Claim Summary 2013 Ʈ 3 Table 1. Selected QPI results (approximated) and progress toward 2012–2014 goals 4

Key Quantifiable Performance

Indicators (QPIs) Funding

Pool Period to Date

Results 3

Ͳ year Goal % of 3

Ͳ

year Goal

Achieved

Electric savings (in megawatt

Ͳ hours) Electric

Efficiency

Charge 198,150 274,000 72%

Total Resource Benefits Electric

Efficiency

Charge $204,213,599 $315,710,000 65%

Summer peak kilowatt (kW)

demand reduction Electric

Efficiency

Charge 25,724 41,920 61%

Summer peak kW demand

reduction in Geographic Targeting

areas Ͳ Susie Wilson Road Electric

Efficiency

Charge 1,634 1,570 104%

Summer peak kW demand

reduction in Geographic Targeting

areas Ͳ St. Albans Electric

Efficiency

Charge 1,283 1,800 71%

Ratio of gross electric benefits to

spending Electric

Efficiency

Charge 2.3 1.2 190%

MMBtu Savings (in million British

thermal units) Thermal

Energy and

Process Fuel

Revenues 134,069 155,000 86%

Efficiency Vermont also engaged in efforts related to an Administrative QPI plan, requiring

continual assessment of operations and service delivery. This plan establishes performance

indicators under two main categories:

x Management Span of Control, intended to optimize administrative efficiencies while

ensuring continued market impact and effectiveness.

x Key Process Improvements, utilizing lean processes to provide value to customers by

increasing efficiency.  4 The total electric and MMBtu savings in this table may differ from the summed savings shown in the

remainder of the narrative of this document, which reports the results of efforts funded by both the Energy

Efficiency Charge and thermal energy and process fuel revenues.Efficiency Vermont Savings Claim Summary 2013 Ʈ 4 In 2013, Efficiency Vermont:

x continued to exceed the target metric for management span of control;

x trained 30% of staff on lean processes and value stream mapping, and

x met a 2013 milestone requirement of the Administrative QPI plan by completing

value stream mapping workshops and establishing baseline performance metrics for

six key processes:

o Prescriptive Process (2012 completion)

o Metering Process (2012 completion)

o Demand Resource Plan Proceeding

o Engineering Custom Project Process

o Home Performance with ENERGY STAR® Process

o Residential New Construction Process

Full results of QPI activities are provided in Section 3.3 through Section 3.6 of this report.

1.2 ECONOMIC BENEFITS

Efficiency Vermont continued to provide a solid economic value for Vermonters. One

measure of this value can be seen in the benefit

Ͳ to

Ͳ cost ratio, which was 1.88 to 1. Table 2

shows the factors that contributed to this ratio.

Table 2. Net lifetime economic value of electric and thermal energy efficiency investments in 2013

Benefits $110,300,000 Total Resource Benefits

$22,900,000 Operations and maintenance savings

$133,200,000 Total Benefits

Minus Costs $37,100,000 Efficiency Vermont resource investments

$33,900,000 Participant and third

Ͳ party investments

$71,000,000 Total Costs

Equals Net Benefits $62,200,000 Net Lifetime Economic Value to Vermont

Total Resource Benefits in 2013 for Efficiency Vermont’s reporting categories:

Business New Construction $18.4 million

Existing Businesses $49.5 million

Retail Efficient Products $20.7 million

Residential New Construction $7.3 million

Existing Homes $10.3 million

Customer Credit $4.2 million Efficiency Vermont Savings Claim Summary 2013 Ʈ 5 Efficiency Vermont delivered excellent value compared to the costs of other sources of

energy 5 :

x Efficiency Vermont supplied electric efficiency in 2013 at 4.1 cents per kilowatt

Ͳ hour

(kWh). Taking into account participating customers’ additional costs and savings, the

levelized net resource cost of saved electric energy in 2013 was 1.2 cents per kWh.

By contrast, the cost of comparable electric supply in 2013 was 8.4 cents per kWh.

x Efficiency Vermont’s efforts focused on thermal energy and process fuels (TEPF)

supplied fossil fuel efficiency in 2013 at less than 1 cent per million British thermal

units (MMBtu). Taking into account participating customers’ additional costs and

savings, the levelized net resource cost of fossil fuel saved through efficiency in 2013

was 1.6 cents per MMBtu, whereas the avoided cost for that fuel was 2.7 cents per

MMBtu.

Investments in energy efficiency continued to strengthen local businesses and to secure

jobs. For example, Vermont’s 70 Home Performance with ENERGY STAR and Building

Performance contractors completed approximately 1,190 projects with a value of $8.5

million in 2013. Efficiency Vermont also helped retailers statewide to promote and sell

efficient products that strengthen their bottom line. In 2013, local retail sales of energy

Ͳ

efficient appliances, lighting, and consumer electronics promoted by Efficiency Vermont

totaled approximately $13.8 million.

1.3 ELECTRIC EFFICIENCY SAVINGS 6

Energy savings resulting from electric efficiency measures installed in 2013 provided an

estimated 1.66% of Vermont’s overall electric energy requirements for the year. This

percentage represents approximately $12 million in retail value, annually, based on a rate of

13 cents per kWh 7

. Figure 1 and Figure 2 show Vermont’s history of energy savings from

electric efficiency measures.  5 Numbers in the two ensuing bulleted items do not include Customer Credit. The “levelized net resource cost

of saved electric energy” comprises: 1) Efficiency Vermont costs of delivery, plus customer and third

Ͳ party

contributions to measure costs, all adjusted to reflect the comparative risk adjustment of 10% adopted by the

Vermont Public Service Board in Doc ket 5270, and 2) costs or savings associated with fuel, water, and building

operation and maintenance.

6 All data in Section 1.3 includes savings from efficiency measures installed v Burlington Electric Department

and the Green Mountain Power Energy Efficiency Fund, with the exception of Figure 1, which includes only

Efficiency Vermont results.

7 This represents a blended average of commercial, industrial, and residential rates.Efficiency Vermont Savings Claim Summary 2013 Ʈ 6 Figure 1. Efficiency Vermont annualized megawatt

Ͳ hour savings

Cumulatively, efficiency measures installed since 2000 provided 933 gigawatt

Ͳ hours 8 of

savings for Vermont by the end of 2013. This figure represents 13.1% of the state’s

estimated electric energy requirements, with a retail value of more than $108 million, based

on a rate of 13 cents per kWh. As the lowest

Ͳ cost approach to fulfilling these requirements,

energy efficiency significantly strengthens Vermont’s ability to limit energy cost increases

and corresponding consumer rate hikes. This impact becomes greater as the share of

energy needs supplied by efficiency increases. Figure 3 shows the increasing percentage of

Vermont’s annual electric needs met by efficiency savings.

Energy efficiency also provided significant benefits to Vermonters via avoided or deferred

transmission and distribution investments. According to the Vermont Electric Power

Company, the combination of aggressive energy efficiency and local distributed generation

in Vermont resulted in $400 million in projects being deferred across the region overseen by

the Independent System Operator

Ͳ New England (ISO

Ͳ NE). These savings benefited all

ratepayers; participant and non

Ͳ participant alike.  8 This number is the sum of efficiency measures reported by Efficiency Vermont, Burlington Electric

Department, Customer Credit, GMP Energy Efficiency Fund and GMP Community Energy & Efficiency

Development Fund. Ͳ 15,000 30,000 45,000 60,000 75,000 90,000 105,000 120,000 135,000 150,000

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013Efficiency Vermont Savings Claim Summary 2013 Ʈ 7 Figure 2. Savings from efficiency as a percentage of statewide electric resource requirements

Figure 3. Vermont’s annual electric needs, in gigawatt

Ͳ hours 0.0% 0.5% 1.0% 1.5% 2.0% 2.5%

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

5,500 5,700 5,900 6,100 6,300 6,500 6,700 6,900 7,100

2000 2002 2004 2006 2008 2010 2012 

## Cumulative Impact of Efficiency on Growth in

Statewide Annual Electric Supply

Requirements

Energy needs

filled by

efficiency

Electricity

needs filled

by power

generationEfficiency Vermont Savings Claim Summary 2013 Ʈ 8 In accordance with Vermont Public Service Board and statutory requirements, the funding

source for Efficiency Vermont’s electric efficiency services was separate and distinct from

funding sources for efficiency services related to unregulated TEPF (also referred to as

“thermal efficiency” services). Electric services were funded through the Energy Efficiency

Charge, whereas TEPF services were funded by Vermont’s Regional Greenhouse Gas

Initiative (RGGI) revenues and by revenues earned from meeting electric capacity

commitments (demand savings) bid into the regional grid’s Forward Capacity Market (FCM).

The Efficiency Vermont administrator, the Vermont Energy Investment Corporation, bids

these expected demand savings into the FCM on behalf of the State of Vermont. Efficiency

Vermont ensured that, from the customer’s perspective, provision of services was seamless,

regardless of the funding source. In 2013, 13% of Efficiency Vermont spending 9 drew from

TEPF funding sources. More detailed budget information is provided in Section 3.2.

1.4 THERMAL ENERGY AND PROCESS FUEL EFFICIENCY SAVINGS 10

Efficiency Vermont provided thermal energy and process fuel (TEPF) efficiency services in

addition to electric efficiency services, helping Vermont homes and businesses to reduce

their fossil fuel use and allowing for a comprehensive approach to energy savings. Savings in

2013 from TEPF

Ͳ funded services totaled approximately 55,700 MMBtu, acquired through

such services as:

x Home Performance with ENERGY STAR and its business

Ͳ facility counterpart, Building

Performance, supplying building improvements that cut heating fuel use;

x technical information and financial incentives for high

Ͳ efficiency residential and

commercial heating equipment, including biomass systems, and

x thermal project partnerships with Vermont Gas Systems, the Green Mountain Power

(GMP) Community Energy & Efficiency Development Fund and NeighborWorks® of

Western Vermont, as well as with the Vermont Fuel Efficiency Partnership and

Vermont’s Weatherization Program, both of which focus on service to low

Ͳ income

households.  9 Excluding smart grid carryover funds.

10 Savings data in this section do not include Customer Credit.Efficiency Vermont Savings Claim Summary 2013 Ʈ 9 Figure 4. Efficiency Vermont’s annual thermal energy and process fuel savings, in MMBtu

As noted in Section 1, 2013 energy savings occurred in a year of aggressive third

Ͳ and

fourth

Ͳ quarter program adjustments that corrected initially slow participation. At the close

of 2013, Efficiency Vermont had reached 86% of its target for cumulative TEPF savings at

the two

Ͳ year mark of its 2012

Ͳ 2014 performance period.

In June 2013, Section 209(e)(2) of Act 89 became effective, requiring the allocation of

program costs among the funding sources for the regulated and unregulated fuel sectors in

proportion to benefits provided to each sector. Accordingly, Efficiency Vermont shifted

more of the burden of residential and business thermal costs to TEPF funding, thereby

reducing available TEPF funding. Efficiency Vermont's TEPF services were aligned with

requirements specified by the Vermont Public Service Board and also supported Vermont

State energy policy goals as outlined in Section 581 of Act 92 (the Vermont Energy Efficiency

and Affordability Act, enacted in 2008) and the 2011 Vermont Comprehensive Energy Plan.

A key provision of Act 92 is improving the energy fitness of 80,000 homes by 2020. Although

TEPF funding levels were not sufficient on their own to achieve these numbers, Efficiency

Vermont continued to design TEPF services to be scalable to levels consistent with these

public policy goals.  0 10,000 20,000 30,000 40,000 50,000 60,000 70,000 80,000 90,000

2009 2010 2011 2012 2013Efficiency Vermont Savings Claim Summary 2013 Ʈ 10 1.5 ENVIRONMENTAL BENEFITS

In addition to energy savings and economic benefits, Efficiency Vermont’s performance in

2013 provided benefits for Vermont’s environment. These benefits resulted from avoided

emissions associated with the use of fossil fuels for electricity generation, heating, and

industrial processing equipment. Efficiency’s role in pollution prevention is of particular

note in times of peak electricity demand, when additional fossil fuel

Ͳ fired power plants are

brought on line. In these times, efficiency measures—such as the use of efficient air

conditioners instead of inefficient models during a heat wave—provide their optimal

environmental benefit. Avoided pollutants over the lifetime of measures:

Carbon dioxide 710,000 U.S. tons

Nitrogen oxides 71 U.S. tons

Sulfur oxides 25 U.S. tons

Avoidance of these pollutants resulted in a combined environmental benefit equal to that

of taking 135,672 gasoline

Ͳ powered cars off the road for a year. 

##  Efficiency Vermont Savings Claim Summary 2013 Ʈ 11 

# 2. 

# 2013 A CTIVITIES Efficiency Vermont Savings Claim Summary 2013 Ʈ 12 

## 2. 

## 2013 A CTIVITIES

Efficiency Vermont designed and delivered customer

Ͳ focused services to make it as simple

as possible for all Vermonters to obtain the benefits of comprehensive energy efficiency.

Central to these services were Efficiency Vermont’s objective guidance and technical

expertise.

In 2013, Efficiency Vermont received three exemplary program awards from the

Washington, D.C. based nonprofit, The American Council for an Energy

Ͳ Efficient Economy.

The awards, presented every five years, recognized the following Efficiency Vermont

services as among the best in the nation:

x Low

Ͳ income

x Retail efficient products; residential lighting

x Residential new construction

– award shared with partner Vermont Gas Systems

2.1 BUSINESS, INSTITUTIONAL, AND MUNICIPAL FACILITIES SERVICES Savings acquired by Vermont businesses, institutions, and municipalities working with

Efficiency Vermont in 2013 totaled approximately 53,300 megawatt

Ͳ hours (MWh) and

79,300 MMBtu from 2,860 projects delivering Total Resource Benefits of $67.9 million to

approximately 1,900 customers. The average anticipated return on investment for

commercial efficiency improvements in 2013 was 38%.

The above results were achieved through Efficiency Vermont’s activities undertaken in

support of the construction of new high

Ͳ performance commercial buildings (discussed in

Section 2.4.1) and in service to existing commercial facilities. Highlights of efforts in existing

buildings follow here.

2.1.1 V ERMONT ’ S L ARGEST E NERGY U SERS

Efficiency Vermont maintained its customized approach to serving the state’s largest energy

users, which are defined by their use of more than 500 MWh of electricity per year. Efforts

included:

Account Management

Designated Efficiency Vermont staff, with specialized knowledge of working with large

energy users, continued to establish and maintain long

Ͳ term, proactive professional

relationships with individual businesses. Through this approach, Efficiency Vermont gained

an understanding of companies’ particular priorities and was able to design and deliver

customized services. These services included help in creating comprehensive portfolios of

savings opportunities, technical and financial analyses, guidance in developing energyEfficiency Vermont Savings Claim Summary 2013 Ʈ 13 savings plans, and assistance in assessing and utilizing energy usage data. Such approaches

aimed to best position businesses to: 1) deepen savings; 2) successfully complete multiple

projects over time; 3) utilize best practices in energy use management, and 4) engage in

continuous energy improvement, which helps customers look holistically at their energy use

to obtain sustainable and verifiable energy savings. In 2013, more than 225 businesses were

served through Account Management, garnering a combined savings of $4.3 million in

annual energy costs from measures completed in 2013.

Energy Leadership Challenge

Efficiency Vermont completed its initiative designed to encourage Vermont’s largest energy

users to reduce their electricity consumption by 7.5% over the course of two years. The 69

companies that participated in the Energy Leadership Challenge (ELC) achieved savings of

more than $5.4 million in annual energy costs from the 2011 ELC launch through its

completion in July of 2013. All participating companies increased their use of energy

management practices.

2.1.2 S MALL B USINESSES

Efficiency Vermont continued to design and implement services targeting the particular

needs of small businesses, providing businesses using up to 100 MWh per year with:

x technical guidance and education about efficiency opportunities, technologies, and

financial solutions through direct customer interaction and strategic outreach via

numerous avenues, including business media placements, chambers of commerce,

business associations, and utility partners;

x thermal efficiency services through Building Performance. This service, modeled

after Home Performance with ENERGY STAR, provides incentives to qualifying small

businesses and rental property owners completing efficiency improvements with

certified Building Performance contractors, and

x phone consultations, through the Customer Support Department, designed to help

small businesses identify savings opportunities. Efficiency Vermont launched this

depth of service in 2013, with an initial 180 businesses.

2.1.3 T ARGETED M ARKETS

For large and small commercial customers alike, Efficiency Vermont continued to

implement targeted initiatives

— each with its particular approaches, energy

Ͳ saving

measures, and incentives

— to address the priorities, challenges, and motivations of specific

markets. These markets were: agriculture, colleges & universities, commercial real estate,

convenience stores, grocery stores, hospitals, K–12 schools, lodging facilities, restaurants,

retail stores, ski areas, State buildings, and water & wastewater facilities.Efficiency Vermont Savings Claim Summary 2013 Ʈ 14 Highlights of activities in selected targeted markets follow. These highlights provide a

glimpse of 2013

Ͳ specific activities that were undertaken concurrently with ongoing targeted

services to each market.

Agriculture

Efficiency Vermont conducted a pilot light

Ͳ emitting diode (LED) lighting program with seven

farms. By year

Ͳ end, six of the farms had completed installations of a variety of LED light

fixtures in their animal housing. Efficiency Vermont monitored these installations to

determine fixture quality, light output, and fixture durability. Pilot results will be used to

develop an LED offering for this market. Also, in response to customer feedback and in an

effort to capture missed savings opportunities, Efficiency Vermont started offering custom

services to encourage the installation of efficient exhaust ventilation equipment and

circulation fans.

Colleges & Universities

Efficiency Vermont helped higher

Ͳ education institutions that were starting to use their

newly created Green Revolving Funds (GRF) to finance campus energy efficiency projects.

As noted in Section 2.4.7, Efficiency Vermont’s GRF efforts are among those that leverage a

modest amount of energy efficiency utility resources to draw higher amounts of new

project funding without additional ratepayer investment. In addition, through Account

Management relationships in each institution, Efficiency Vermont identified several areas of

opportunity for future savings that will be explored in 2014 to determine potential. These

include data centers, commercial kitchens, and lighting controls.

Convenience Stores

To significantly streamline participation for customers in this market, Efficiency Vermont

made a change enabling all convenience store project rebates to be processed through

standard rebate forms. The multiple benefits of this change include empowering the

customer with immediate information about incentive levels, a single point of entry, no

analysis delay, and greater process clarity with no loss of options for custom projects or

technical review. Efficiency Vermont also launched a multisite project completion bonus

incentive for chains owning between 30 and 50 stores.

Grocery Stores

Efficiency Vermont launched the Grocery Audit Initiative (GAI), implemented by a

contractor, to find deeper and more comprehensive savings and to increase participation.

The GAI measured and analyzed store energy use for all systems and their interactive

effects. The effort was implemented to model a continuous engagement process, which

Efficiency Vermont will use in engaging customers in ongoing improvements and to further

train contractors serving this market. A total of 25 stores were audited by year

Ͳ end and

resulting information was transferred to Efficiency Vermont for follow

Ͳ up services.

Efficiency Vermont also partnered with the Vermont Grocers' Association (VGA) to have aEfficiency Vermont Savings Claim Summary 2013 Ʈ 15 presence at the VGA Food Industry Expo drawing 1,000 attendees. In addition, with VGA

and the Vermont Retail Association, Efficiency Vermont hosted a workshop on store energy

performance, a webinar on energy cost reduction, and a webinar on the GAI.

Hospitals

In 2013, Efficiency Vermont successfully enrolled every hospital in the state in the national

Healthier Hospitals Initiative (HHI), making Vermont the first state in the nation with 100%

participation. The HHI calls on each hospital to reduce its energy consumption by 3%, 5%, or

10% by 2015. In alignment with the HHI and the newly passed Vermont Act 79

— requiring

hospitals to create, implement, document, and track an Energy Action Plan (EAP)

— Efficiency Vermont presented a "Vermont Healthier Hospitals" workshop, which included

information on energy reduction approaches, the provision of an EAP template, one

Ͳ on

Ͳ one

assistance, and mechanisms for documenting and tracking energy use reductions. By year

Ͳ

end, four hospitals had declared their aim to achieve ENERGY STAR status within three

years, making them the first to target this designation in Vermont.

K–12 Schools

In partnership with the Vermont Superintendents Association, Efficiency Vermont launched

Project Green School, which aims to help all Vermont schools achieve ENERGY STAR status.

The launch was highlighted by an event honoring 11 schools in Vermont which, through

partnerships with Efficiency Vermont, had already upgraded their facilities and received

ENERGY STAR designation. Also, Efficiency Vermont and the Vermont Agency of Education

(VAE) jointly published and distributed a document providing K

Ͳ 12 schools with strategies

for optimally effective and efficient classroom lighting. The publication was the result of

2012 classroom lighting research conducted by Efficiency Vermont with support from the

VAE. Efficiency Vermont also continued to conduct the Whole School Energy Challenge in

partnership with the Vermont Energy Education Program and the VSA's School Energy

Management Program. Initiated in 2011, the challenge engaged teams of students,

administrators, teachers, and facility staff in implementing an energy

Ͳ saving action plan. By

the close of 2013

– two and a half years into the challenge

– 13 Vermont schools were

actively engaged, reducing their electricity use by an average of approximately 7%.

Ski Areas

Efficiency Vermont conducted significant amounts of snow gun testing in the first and

fourth quarters of the year. Results of the first

Ͳ quarter testing were shared at the National

Ski Areas Association Eastern Show, at which Efficiency Vermont presented as part of a

panel on sustainability. Efficiency Vermont continued to implement its Account

Management services with the largest of the state’s resorts, taking a holistic approach

encompassing saving opportunities in kitchens and building projects. Efficiency Vermont

also met with the board of the Vermont Ski Areas Association to ascertain current industry

needs and best methods to communicate valuable snow gun testing data.Efficiency Vermont Savings Claim Summary 2013 Ʈ 16 State Buildings

Efficiency Vermont continued its efforts to obtain savings in State

Ͳ operated buildings in

collaboration with the Environmental Office of the Vermont Department of Buildings and

General Services (BGS). These efforts were in alignment with the goals of the 2010 State

Agency Energy Plan.

2013 began in a period of ongoing rebuilding of State facilities following Tropical Storm

Irene. Efficiency Vermont participated as a partner in efficient redesign and reconstruction

efforts, including such projects as the near

Ͳ net

Ͳ zero 11 Bennington Welcome Center, the new

State Hospital facility, the University of Vermont/State Health Lab, and the Waterbury

Complex. Midyear saw an increased return of State resources to existing buildings. The BGS,

the Vermont State Treasurer’s Office, and Efficiency Vermont worked to develop a cohesive

energy management plan for State buildings. As a result, BGS has identified a goal to

achieve ENERGY STAR certification in all eligible state buildings.

Also in 2013, Efficiency Vermont assisted the BGS in securing an authorized supplier for LED

lighting through a request

Ͳ for

Ͳ proposal process, with additional review and support from

Optimal Energy, to accelerate the process of transitioning the State lighting inventory to

LEDs wherever appropriate.

Water & Wastewater Treatment Facilities

Efficiency Vermont’s comprehensive process audits of treatment facilities proved highly

effective in 2013. Most notable was Efficiency Vermont’s identification, in a large industrial

wastewater facility, of sizable electricity savings that made a planned multimillion

Ͳ dollar

upgrade unnecessary. Also in 2013, Efficiency Vermont held industry roundtable meetings

centered on continuous energy improvement.

2.1.4 K EY C OMMERCIAL T ECHNOLOGIES

Efficiency Vermont continued its efforts to increase the adoption of efficiency technologies

with the potential to provide significant benefits in a wide range of commercial applications.

In addition to energy savings, these benefits include greater building occupant comfort and

safety, increased sales and customer loyalty, improved working and learning environments,

better indoor air and lighting quality, less tenant turnover, greater building durability, lower

maintenance costs, and higher resale value. Highlights of activities in 2013:  11 A net

Ͳ zero property generates as much energy as it uses. When a building achieves net

Ͳ zero energy use, all

its consumption needs are met through energy efficiency and renewable energy systems.Efficiency Vermont Savings Claim Summary 2013 Ʈ 17 Commercial Lighting

Efficient lighting technologies and design continued to offer significant savings

opportunities thanks to their broad applicability across commercial markets. Efficiency

Vermont engaged in partnerships with lighting distributors and manufacturers, monitored

and evaluated emerging lighting technologies (for possible inclusion in services), and

provided technical guidance and promotions regarding a range of approaches, including:

x efficient technologies in place of standard T8 lighting systems;

x efficient exterior lighting, including municipal street lighting;

x lighting controls;

x LEDs in appropriate applications, and

x partnerships with lighting design professionals to maximize savings.

Highlights for 2013:

x To increase customer savings opportunities, Efficiency Vermont completed

enhancements to the RELIGHT program, which provides incentives to customers

working with lighting designers. Changes included reducing square footage

requirements, increasing non

Ͳ school audit rebate levels, and clarifying audit

information. Both the RELIGHT program and the SMARTLIGHT program (discounted

replacement lighting for contractors and business customers offered through

distributors) ended the year with a strong uptick in participation.

x Efficiency Vermont’s Municipal Street Lighting Program, in partnership with GMP,

completed LED installation projects in 25 communities. This success followed the

late 2012 deferral of multiple projects due to the lowered availability of crews

providing aid to southern New England utilities following Hurricane Sandy.

Heating, Ventilation, and Air Conditioning (HVAC)

In 2013, Efficiency Vermont focused on building and strengthening relationships with

manufacturers and distributors, and leveraging advances in heat

Ͳ pump, efficient motor, and

control technologies. Discussion of these supply chain efforts can be found in Section 2.4.3

of this report. Efficiency Vermont’s 2013 efforts included an increased level of activity

regarding heat pump technologies. Efficiency Vermont:

x created the industry’s first efficiency standards for cold

Ͳ climate heat

Ͳ pump

technology;

x provided technical advice to large commercial facilities about heat pump

technologies;

x established a heat

Ͳ pump strategy team, tasked with identifying and addressing

challenges and opportunities related to increasing the adoption of this efficient

technology in Vermont, and

x launched a high

Ͳ performance circulator pump initiative —paying distributors to

bring efficient pump prices in line with traditional units

— and laid the groundwork

for a 2014 heat

Ͳ pump water heater offering. Both of these efforts are described in

Section 2.4.3.Efficiency Vermont Savings Claim Summary 2013 Ʈ 18 Combined Heat and Power

Efficiency Vermont provided technical and financial assistance to customers engaged in, or

planning, combined heat and power (CHP) projects. In the third quarter, Efficiency Vermont

also initiated feasibility studies in the healthcare, industrial, and wastewater markets to

determine the applicability of CHP at several facilities around the state.

2.2 RESIDENTIAL SERVICES

2.2.1 E XISTING AND N EW L OW

Ͳ I NCOME H OUSING

Efficiency Vermont’s efforts in service to low

Ͳ income households were undertaken in close

collaboration with long

Ͳ standing partners: 1) low

Ͳ income housing and service providers,

including the Vermont Foodbank; 2) agencies of Vermont’s Weatherization Program; 3)

affordable housing funders, including the Vermont Housing and Conservation Board (VHCB)

and the Vermont Housing Finance Agency (VHFA), and 4) multifamily housing developers,

including Housing Vermont. In 2013, Efficiency Vermont:

x initiated a service to replace inefficient refrigerators with new, efficient units in

partnership with the Vermont Department of Health’s Women, Infants, and Children

nutrition program;

x coordinated with multiple partner organizations in the distribution of efficient

lighting. Partners included the Vermont Foodbank, Boys & Girls Club, Vermont

Affordable Housing Coalition, Vermont Refugee Resettlement Program, Salvation

Army, Habitat for Humanity ReStore and the Korean People Association of Vermont;

x continued to coordinate with the Central Vermont Community Action Council in

support of the Vermont Fuel Efficiency Partnership to improve the energy efficiency

of multifamily buildings housing low

Ͳ income Vermonters, and

x Launched the pilot High

Ͳ Performance Mobile Home initiative, partnering with the

Vermont Housing Conservation Board, the Champlain Valley Office of Economic

Opportunity, the University of Vermont, the High Meadows Fund, the Vermont

Community Foundation, and Vermod High Performance Manufactured Housing (a

Vermont mobile home manufacturer) to design and create the first high

Ͳ performance mobile home. Initially designed as a replacement alternative for mobile

homes damaged or destroyed by Tropical Storm Irene, this structure meets

Efficiency Vermont’s High

Ͳ Performance Home criteria and provides a home that is

extremely durable, healthy, comfortable, and affordable: Monthly energy costs are

expected to be less than $16. The high level of efficiency built into these homes

ensures that operating costs remain low over time and, with minimal solar

equipment, the homes approach net

Ͳ zero.Efficiency Vermont Savings Claim Summary 2013 Ʈ 19 2.2.2 E XISTING M ARKET

Ͳ R ATE H OMES

Efficiency Vermont continued to help homeowners make comprehensive, efficient home

improvements through its Home Performance with ENERGY STAR program. Efficiency

Vermont provided support for contractor training through the Building Performance

Institute (BPI), offered financial incentives to homeowners who completed projects with

BPI

Ͳ certified contractors, and engaged in program promotions. These efforts are discussed

in greater depth in Section 2.4.2. Services regarding the construction of new, efficient

homes are discussed in Section 2.4.1. Highlights of services to existing market

Ͳ rate homes in

2013:

Market

Ͳ Rate Multifamily Housing

To educate, motivate, and assist decision makers connected to market

Ͳ rate multifamily

housing, Efficiency Vermont provided services targeting these properties’ owners. Services

included:

x technical and financial support for energy audits and comprehensive building

upgrades delivered by contractors trained through Efficiency Vermont’s Building

Performance program, as described in the discussion of Vermont’s small businesses

in Section 2.1.2;

x prescriptive rebates for efficient equipment, and

x dissemination of information to property owners about efficient technologies and

available services through the Vermont Apartment Owners Association and the

Vermont Rental Property Owners Association.

2.3 SERVICES TO GEOGRAPHICALLY TARGETED AREAS

Efficiency Vermont provided services targeting parts of St. Albans, Essex, and Colchester

owing to these areas’ transmission and distribution capacity constraints. Undertaken to

benefit all Vermont ratepayers, these services focused on highly cost

Ͳ effective reduction of

system peak capacity demands, to help postpone or avoid the need for system

infrastructure upgrades.

Services encouraged efficient approaches to new construction, retrofits, and equipment

replacement, including a focus on LED lighting. Efficiency Vermont first focused on

customers with the largest summer peak demand load, through individualized customer

Account Management and customized peak demand reduction projects. In addition to this

commercial and industrial focus, Geographic Targeting efforts were undertaken in service to

small and medium

Ͳ sized businesses, farms, schools, and municipal new construction and

development. By the end of 2013, Efficiency Vermont had surpassed its three

Ͳ year performance target in

the Susie Wilson Road Geographically Targeted area. The Vermont Systems PlanningEfficiency Vermont Savings Claim Summary 2013 Ʈ 20 Committee issued a recommendation, to the Vermont Public Service Board, to discontinue

Geographic Targeting services to this area owing to a lower load forecast. A number of

factors, including slower load growth, contributed to this updated forecast. 2.4 ACTIVITIES IN SERVICE TO MULTIPLE CUSTOMER SECTORS

While targeting specific markets, as described above in Sections 2.1 through 2.3, Efficiency

Vermont also provided services with an impact on multiple sectors. This approach

continued to be essential to the achievement of Efficiency Vermont’s market

transformation and energy savings goals.

A key element of this cross

Ͳ sector approach was Efficiency Vermont’s ongoing partnering

with the businesses that Vermonters turn to for efficient products and services. These

partnerships, although not always evident to the general public, have a profound impact on

Vermonters’ ability to lower energy use in their homes and places of business. The

commitment and skill of these partners continued to be fundamental to the success of

Efficiency Vermont’s aims. Efforts with these providers included coordinated planning,

program creation, information exchange, training, financial incentives, and cooperative

advertising. These partnerships continued to enable Vermont homes and businesses to

have access to a valuable network of knowledgeable providers while strengthening these

providers’ bottom line.

2.4.1 S ERVICES TO D ESIGNERS & B UILDERS OF N EW B UILDINGS

Efficiency Vermont’s support for the creation of efficient new buildings continued to focus

primarily on the professionals engaged in architectural design and construction. These

included architects, engineers, specialty design service providers, and practitioners of

construction trades. Efficiency Vermont also engaged in efforts targeting equipment

suppliers, installation contractors, commissioning agents, appraisers, lenders, and real

estate agents, as well as certain building owners as key members of project teams,

particularly in regard to construction undertaken by institutions, by government agencies,

and by large businesses with multiple buildings.Efficiency Vermont Savings Claim Summary 2013 Ʈ 21 Commercial New Construction

Efficiency Vermont maintained its delivery of customized and streamlined services to

encourage a comprehensive approach to designing efficient buildings; integrating energy

efficiency decisions into the process and including energy goals as part of the overall

building goals from the earliest stages of a project. Efforts included:

x technical assistance through the design, construction, and post

Ͳ construction phases;

x analytical tool development and application to evaluate efficiency options;

x prescriptive and customized financial incentives for efficient approaches,

equipment, and building operation systems;

x leveraging of customer interest in green building, energy performance, and green

rating systems such as Leadership in Energy and Environmental Design (LEED);

x training and information provision to a range of key parties involved in new

construction projects, and

x continued partnerships with national, regional, and international organizations, such

as the American Council for an Energy

Ͳ Efficient Economy, the Consortium for Energy

Efficiency, the Construction Specifications Institute, the Institute for Market

Transformation, the International Code Council, and the New Buildings Institute.

In 2013, Efficiency Vermont:

x launched a new campaign encouraging project enrollment early in the design

process, offering customers guidance on setting energy goals, and including a path

toward accomplishing net

Ͳ zero construction;

x hosted the first meeting of the Design Professionals Advisory Group, initiated to

provide critical feedback on Efficiency Vermont’s programs and services, gain insight

into industry trends and needs, and better understand the opportunities for

partnering with design professionals to advance high

Ͳ performance design and

construction best practices, and

x conducted training sessions on Act 250 requirements and on high

Ͳ performance new

construction.

New Homes

To assist builders and owner

Ͳ builders in meeting and exceeding Vermont Residential

Building Energy Standards, while promoting low

Ͳ load and net

Ͳ zero building practices,

Efficiency Vermont offered services in support of the construction of homes meeting

specific levels of energy performance. Services included technical guidance, energy rating

services, and financial assistance. Tiers, in increasing order of energy performance, were:

x Energy Code Plus: Homes exceeding Vermont code requirements for energy

efficiency and receiving certification for Home Energy Rating and Vermont

Residential Building Energy Standards.

x Vermont ENERGY STAR Homes: Homes achieving national ENERGY STAR Home

certification and meeting elevated criteria for thermal and electric efficiency and

water management.Efficiency Vermont Savings Claim Summary 2013 Ʈ 22 x High

Ͳ Performance Homes: In 2013, Efficiency Vermont initiated a pilot third tier.

These homes are defined by having reached a high level of energy efficiency that

makes them well

Ͳ suited to achieve net

Ͳ zero energy use with the incorporation of

renewables.

Also in 2013, Efficiency Vermont:

x incorporated an enhanced incentive into the Energy Code Plus tier in an effort to

encourage increased participation by builders and homeowners;

x undertook value stream mapping to assess areas of program delivery for process

improvement;

x leveraged relationships with building supply firms and Green Mountain Power to

distribute information to customers building new homes;

x received national recognition for its Residential New Construction program, which

was named an exemplary program by the American Council for an Energy

Ͳ Efficient

Economy. Vermont Gas Systems was recognized as a program co

Ͳ sponsor, and

x was awarded a 2013 ENERGY STAR Leadership in Housing Award

.

New Construction Information and Education

Energy Codes

Efficiency Vermont:

x continued staffing the Energy Code Assistance Center, providing assistance to

homeowners, building professionals, and towns seeking information on technical

and compliance aspects of the State’s Residential Building Energy Standards and

Commercial Building Energy Standards;

x provided three code and above

Ͳ code trainings to building materials suppliers;

x conducted energy code outreach and education to real estate and building

professionals through the Vermont Green Home Alliance;

x participated in the triennial code revision process for residential and commercial

buildings;

x conducted a study with the New Buildings Institute to identify precedent and

options for applying a commercial stretch code, and

x created the Municipal Guide to Vermont Energy Codes and Above

Ͳ Code Programs

and distributed it during visits with officials in most Vermont towns. These visits

were made, through meetings organized in partnership with regional planning

commissions and the Vermont League of Cities and Towns, to assist in compliance

with Act 89 and to encourage participation in Efficiency Vermont’s above

Ͳ code

programs. Meetings with remaining towns will be conducted in 2014. Efficiency Vermont Savings Claim Summary 2013 Ʈ 23 Better Buildings by Design Conference

More than 1,000 architects, builders, contractors, and students attended Efficiency

Vermont’s Better Buildings by Design Conference 2013 in February. This two

Ͳ day event

focused on the latest techniques and technologies for building durability, superior

performance, energy efficiency, and value for both residential and commercial new

construction and retrofit projects. In addition to workshops and hands

Ͳ on demonstrations

given by industry leaders, the conference hosted a trade show featuring the latest efficient

technologies. Architects, engineers, and contractors received Efficiency Vermont’s Best of

the Best awards for their achievements in the use of efficient and sustainable practices in

new and renovated Vermont buildings.

2.4.2 S ERVICES TO B UILDING I MPROVEMENT C ONTRACTORS

Efficiency Vermont continued to support the Building Performance Institute (BPI) in training

Vermont contractors to identify and address a range of thermal and electric efficiency

issues in buildings. With this training, contractors become certified to deliver

comprehensive retrofit efficiency services to residences, through Efficiency Vermont’s

Home Performance with ENERGY STAR program, and/or to small businesses and rental

properties, through Efficiency Vermont’s Building Performance program. Efficiency Vermont

provides certified contractors with ongoing support through extensive program promotion,

self

Ͳ marketing training, listings on www.efficiencyvermont.com, and consumer financial

incentives for projects completed by BPI certified contractors. Contractors also receive

education through Efficiency Vermont’s annual Better Buildings by Design Conference

(discussed in the previous paragraph). Efficiency Vermont recognized and publicized

exceptional achievement by BPI contractors through its annual Best of the Best awards for

efficient retrofit projects.

In 2013, Efficiency Vermont:

x launched, in collaboration with the Vermont Fuel Dealers Association, the Efficiency

Excellence Network (EEN). The EEN is designed to provide fuel dealers with training

in home efficiency, enabling them to conduct home energy checkups and to advise

customers looking for ways to reduce their heating bills. EEN dealers will be able to

collaborate with Home Performance with ENERGY STAR contractors qualified to

provide more in

Ͳ depth guidance on energy usage, and to complete comprehensive

home energy projects.

x through a partnership with the Green Mountain Power Community Energy &

Efficiency Development Fund and the Vermont Fuel Dealers Association,

participated in heat

Ͳ pump training for contractors;

x presented a quarterly educational webinar series for contractors;

x invested in software upgrades for the Home Performance with ENERGY STAR and

Building Performance programs. Systems began rollout in late 2013 and will

continue throughout 2014 to improve program management, customer service, and

program efficiency. The systems enable:Efficiency Vermont Savings Claim Summary 2013 Ʈ 24 o homeowners to do a streamlined self

Ͳ audit and to choose a contractor online;

o contractors to enter audit information on job sites through portable electronic

devices, calculate energy savings potential, and standardize audit reports for

customers;

o improvements, by Efficiency Vermont, to program management capabilities and

communications with contractors.

x successfully motivated increased participation in a slow market through:

o a campaign offering limited

Ͳ time project completion bonuses, supported by

extensive promotions targeting homes and small businesses and alignment with

the Vermont Home Energy Challenge (described in Section 3.4.6), and

o outreach to stalled audits in municipal buildings.

x formed an Advisory Group consisting of contractors, utility representatives, and

other stakeholders, to provide input for program planning.

2.4.3 S ERVICES TO E QUIPMENT S UPPLY C HAIN P ARTNERS & T ECHNICIANS

In 2013, Efficiency Vermont:

x launched a high

Ͳ performance circulator pump offering, paying distributors to bring

efficient pump prices in line with traditional units. This buy

Ͳ down

— along with

promotions, point

Ͳ of

Ͳ purchase displays, and special packaging

— was successful in

increasing purchases of this technology. Begun in late 2013, this initiative is

expected to result in significant savings in 2014;

x laid the groundwork for a 2014 offering that will make heat

Ͳ pump water heaters

—

for both residential and commercial use

— available to contractors at a reduced

cost. This offering will be made possible through Efficiency Vermont incentives

provided to supply houses;

x to better understand the needs of the HVAC supply chain, established a relationship

with Heating, Air

Ͳ conditioning, and Refrigeration Distributors International, a trade

association representing more than 475 distributors and close to 500 suppliers,

manufacturers, and service vendors;

x continued to maintain the growing Trade Ally Advisory Group of contractors, with

five roundtable discussions throughout the state;

x with the launch of the Grocery Audit Initiative (discussed in Section 2.1.3

Ͳ Grocery

Stores), acquired store energy use data for use in training contractors serving this

market;

x partnered with the Vermont Grocers' Association to host an informational meeting

for refrigeration contractors;

x hosted trainings for pool dealers about efficient pool pumps;

x continued the RELIGHT and SMARTLIGHT programs (discussed in Section 2.1.4

—

Commercial Lighting), providing, respectively, incentives to customers working with

lighting designers and discounted replacement lighting equipment for contractors

and business customers offered through distributors, andEfficiency Vermont Savings Claim Summary 2013 Ʈ 25 x through the Better Buildings by Design Conference (discussed in Section 2.4.1),

provided education for HVAC system designers, equipment installers, and service

technicians. Efficiency Vermont recognized and publicized exceptional achievement

by HVAC system designers through its annual Best of the Best awards for efficient

new construction and major renovation projects.

2.4.4 S ERVICES TO B UYERS OF R ETAIL E FFICIENT P RODUCTS

Efficiency Vermont provided support for a range of consumer products that met or

exceeded efficiency standards set by the U.S. Department of Energy’s ENERGY STAR

program, including lighting, appliances, air conditioners, dehumidifiers, pool pumps, and

electronics. Services were designed to motivate product purchases by increasing efficiency

knowledge and reducing purchase costs for Vermonters making retail purchases for their

homes and businesses. Support took the form of rebates, cost buy

Ͳ downs at the distribution

level, point

Ͳ of

Ͳ purchase display materials, advertising, and other promotional and public

information activities. Efficiency Vermont also continued to provide services to retailers and

upstream players in the product supply chain to ensure the availability of high

Ͳ quality

efficient products in Vermont stores.

Lighting

In 2013, Efficiency Vermont:

x implemented a CFL market

Ͳ lift pilot, a new program design that rewards retailers

only for increases from historic sales levels rather than providing incentives for every

sale. Efficiency Vermont was one of three U.S. utilities creating pilots to test this new

approach in coordination with Northeast Energy Efficiency Partnerships (NEEP);

x to accelerate use of ENERGY STAR certified LED bulbs, signed on as a partner in the

EPA LED Bulb Challenge, which provides educational and promotional support to

U.S. retailers accepting a challenge to sell a combined 20 million bulbs by Earth Day

2014;

x was selected by the EPA as one of two utilities in the country to run a community

Ͳ

based social marketing pilot program, which leverages personal interactions among

community members to motivate action. Efficiency Vermont designed an LED

Ͳ sale

fundraiser, which it implemented in partnership with three Vermont schools.

Providing informational and promotional support and bulbs (procured through

upstream incentives to manufacturers who provided bulbs at cost), the pilot

resulted in the sale of more than 1,000 bulbs.

x was named 2013 Utility Program of the Year by Canadian efficient

Ͳ lighting

manufacturer Greenlite, and

x as a participant in the NEEP Northeast Retail Products Initiative, was recognized by

the EPA with a 2013 ENERGY STAR Sustained Excellence Award honoring continued

leadership in protecting the environment through energy efficiency.Efficiency Vermont Savings Claim Summary 2013 Ʈ 26 Appliances

In 2013, Efficiency Vermont:

x instituted retail rebates and accompanying retail partnerships and promotions for

heat

Ͳ pump water heaters and for a clothes dryer that demands less energy;

x resumed the Second Refrigerator Retirement Program after a 2012 hiatus, to

remove high

Ͳ demand units from use through financial incentives, free pickup, and

recycling, and

x became a U.S. Environmental Protection Agency Responsible Appliance Disposal

partner.

Consumer Electronics

In addition to continuing its efforts to encourage the use of efficient electronics, Efficiency

Vermont:

x conducted trial monitoring of energy use in college dormitory rooms using advanced

power strips (APS);

x initiated research on television energy consumption, and

x engaged in planning and assessment of:

o changes to APS promotions, to encourage more retailer participation;

o a second

Ͳ television recycling program;

o APS Tier 2 savings potential for Vermont markets;

o the usage and energy savings potential of home energy management

systems.

2.4.5 T RADE A SSOCIATION P ARTNERSHIPS

In addition to engaging in direct customer interaction, Efficiency Vermont worked with

professional and trade member organizations representing a wide range of constituents. By

sharing information about best practices in association newsletters, websites, and technical

materials, as well as through event sponsorship, speaking engagements, conference and

trade show participation, training workshops, and promotional and educational campaigns,

Efficiency Vermont was able to inform business customers through trusted channels and

with targeted messaging resonating with markets’ particular priorities. Efficiency Vermont Savings Claim Summary 2013 Ʈ 27 Active partnerships:

American Institute of Architects–Vermont

Chapter

American Society of Heating, Refrigerating,

and Air

Ͳ Conditioning Engineers

Building Performance Professionals

Association of Vermont

Building Safety Association of Vermont

Construction Specifications Institute

Green Mountain Water Environment

Association

Heating, Air

Ͳ Conditioning and Refrigeration

Distributors International Home Builders and Remodelers Association

of Vermont

Illuminating Engineering Society

Northeast Or ga nic Farming Association of

Vermont

Vermont Alliance of Independent Country

Stores

Vermont Apartment Owners Association Vermont Association of Hospitals and

Health Systems

Vermont Association of School Business

Officials Vermont Convention Bureau

Vermont Fuel Dealers Association

Vermont Green Building Network

Vermont Green Home Alliance

Vermont Grocers’ Association

Vermont Healthcare Engineers Society Vermont Hospi tality Co uncil

Vermont Inn and Bed & Breakfast

Association

Vermont Maple Sugar Makers Association

Vermont Rental Property Owners

Association

Vermont Retail Association

Vermont Rural Water Association

Vermont Ski Areas Association

Vermont Superintendents Association

2.4.6 C OMMUNITY

Ͳ B ASED A CTIVITIES

Throughout the state, Efficiency Vermont engaged with Vermonters interested in leading or

joining efforts to reduce energy use in their towns, institutions, and local households. Efficiency

Vermont strategically partnered with town officials, town energy committees, local

organizations, and businesses to increase the impact of existing efforts or to support interest in

creating new groups devoted to efficiency efforts. Offered services included planning guidance,

promotions, educational materials, volunteer training, and the contribution of efficient

products.

In 2013, Efficiency Vermont:

x partnered with the Vermont Energy and Climate Action Network (VECAN; a network of

town energy coordinators and committees) to launch the statewide 2013 Vermont

Home Energy Challenge. Seventy

Ͳ nine communities competed with towns in their

region to weatherize 3% of local homes in a one

Ͳ year period by working with Home

Performance with ENERGY STAR contractors;

x also in partnership with VECAN, instituted the state’s first Button

Ͳ Up Vermont Day,

providing education to enable individuals in 30 towns to provide fellow community

members with weatherization and energy efficiency information and assistance;

x conducted regional forums, for more than 50 communities, on ways that municipalities

can promote energy efficient new residential and commercial construction, and

x worked in partnership with businesses to motivate their employees to save energy at

home through the Employee Energy Efficiency Challenge.Efficiency Vermont Savings Claim Summary 2013 Ʈ 28 2.4.7 F INANCIAL S ERVICES

In its ongoing commitment to help Vermonters overcome financial barriers to investing in cost

Ͳ

effective efficiency for their buildings and equipment, Efficiency Vermont engaged in the

following efforts in 2013.

Product and Service Price Reductions

To motivate Vermonters to make energy

Ͳ efficient choices in the marketplace, Efficiency

Vermont targeted specific products and services for purchase price reductions. Primary

mechanisms were: 1) negotiated cooperative promotions that provide incentives to

manufacturers and retailers—both independent and chain stores—to lower the retail price of

products, and 2) rebates and financial incentives for:

x lighting, HVAC equipment

— including specified biomass heating systems

— refrigeration, compressed air systems, specified heat

Ͳ pump technologies, and cost

Ͳ effective, custom efficiency services and equipment projects;

x process equipment for such businesses as farms, ski areas, manufacturers, and

industrial facilities;

x the incorporation of advanced, cost

Ͳ effective techniques and approaches that enable

the design and construction of high

Ͳ performance residential and commercial buildings;

x thermal building upgrades made by Building Performance contractors in small

commercial and multifamily properties, and

x comprehensive home improvement projects conducted by Home Performance with

ENERGY STAR contractors.

Financing for Energy Efficiency Projects

Efficiency Vermont continued to work with lenders to ensure the availability of cost

Ͳ effective

financing for energy efficiency projects. By including energy savings in the repayment formula,

lenders may be able to provide funding for individuals and businesses not otherwise qualifying

for financing. In many instances, such financing creates a positive cash flow for borrowers

thanks to monthly energy savings that are larger than the loan payments. In 2013, Efficiency

Vermont provided technical and financial analysis, promotions, and informational support for

customers. Efficiency Vermont engaged with the following:

x Business Energy Loan with Opportunities Credit Union: Increasing businesses’

opportunities to finance efficiency projects by factoring energy savings into loan

qualification calculations.

x Green Mountain Power (GMP) EverGreen Fund: Zero

Ͳ interest financing for Vermont’s

K–12 schools located in GMP service territory.

x Municipal Tax

Ͳ Exempt Leasing: Opportunities for municipalities to make energy

Ͳ saving

upgrades, in facilities such as K–12 schools, without raising budgets or establishing

bonds.

x Property Assessed Clean Energy (PACE): Home loans secured by a property lien and

repaid as an added assessment to property taxes. If the property is sold, the lienEfficiency Vermont Savings Claim Summary 2013 Ʈ 29 becomes an obligation of the new owners. In the fourth quarter of 2013, the first

subscription period for residential PACE took place, with more than 20 towns eligible.

x Green Revolving Fund: Financing for colleges, universities, and other nonprofit

institutions, with financial support from the High Meadows Fund and in partnership with

the Sustainable Endowments Institute.

To enable Vermonters to be aware of, understand, and make decisions regarding financing

options, Efficiency Vermont provided easy access to information by phone, through its website,

in printed materials, and in media placements. Efficiency Vermont continued to provide

financial analysis for custom projects to help customers understand the financial aspects of

efficiency investments.

In 2013, to increase financing opportunities for Vermonters engaged in energy efficiency

projects, Efficiency Vermont:

x worked with the Vermont State Treasurer, Vermont Public Service Department officials,

and Vermont Economic Development Authority (VEDA) regarding options for financing

of energy efficiency projects;

x in coordination with VEDA, developed guidelines and a process for the Vermont Energy

Efficiency Loan Guarantee Program, a partnership of Efficiency Vermont and VEDA, for a

2014 launch;

x worked with representatives of the Vermont Bankers Association and Vermont credit

union to identify demand issues and areas of improvement in loan application processes

for residential and small business customers, and

x through a relationship with Opportunities Credit Union (OCU), substantially improved

and increased the size of business loan and agricultural loan programs by reducing the

linked deposit requirement. This will allow for five times as many loans to be made for

the same amount of Efficiency Vermont funds deposited at OCU.

Fund Leveraging

Efficiency Vermont continued to engage in activities designed to acquire public and private

resources for Vermonters engaged in efficiency projects in their homes and businesses. This

approach multiplies the impact of ratepayer dollars by using a modest amount of funds to draw

higher amounts of new resources without additional ratepayer investment. Highlights of fund

leveraging efforts follow.

Community Energy Partnership Grant Program

Efficiency Vermont launched a grant program for nonprofit organizations serving low

Ͳ income

Vermonters. The Community Energy Partnership Grant Program leverages Efficiency Vermont

funding to acquire third

Ͳ party resources to reach Vermonters

– with efficient products and

assistance

– through existing, trusted connections. Five grant recipients were chosen for

implementation in 2014:

x COVER Home Repair

— working with very low

Ͳ income Vermonters

x Central Vermont Community Action Council —providing home day careEfficiency Vermont Savings Claim Summary 2013 Ʈ 30 x Energy Co

Ͳ op of Vermont

— reaching mobile home owners

x Onion River Exchange

— helping low

Ͳ income Vermonters through a time bank

x Committee on Temporary Shelter

– serving marginally housed Vermonters

Energy Loan Guarantee Program

Efficiency Vermont prepared for the 2014 launch of large

Ͳ project financing for businesses

through Vermont banks and credit unions. In partnership with the Vermont Public Service

Department, Efficiency Vermont obtained funding to establish a loan loss reserve through a U.S.

Department of Energy grant to the State Energy Program. The Vermont Economic Development

Authority will provide a guarantee of 75% of loans.

Green Revolving Fund for Colleges & Universities

Efficiency Vermont’s Green Revolving Fund initiative continued to leverage funds through the

deployment of private capital as a financing mechanism for efficiency projects on Vermont

higher education campuses. Highlights of GRF activities in 2013 can be found in the Colleges &

Universities discussion in Section 2.1.3 of this report.

2.5 MARKET ADVANCEMENT ACTIVITIES

Efficiency Vermont’s success in acquiring energy savings in 2013 was a result of more than a

single year’s services. Since its inception, Efficiency Vermont has engaged in efforts that build

customer awareness and knowledge, help shape energy and efficiency policies, and identify

approaches for optimal service development, delivery, and improvement. In 2013, these

activities continued to be essential to Efficiency Vermont’s efforts to deepen energy savings and

to have a lasting, positive impact on Vermont households, businesses, and communities.

2.5.1 E DUCATION & I NFORMATION S ERVICES

Customer Support

Vermonters continued to have easy access to expert energy efficiency information and

guidance through Efficiency Vermont’s toll

Ͳ free call center, which provided:

x help for commercial and residential customers in understanding their energy use and

engaging in energy management;

x comprehensive information related to Efficiency Vermont’s services and about efficient

buildings and equipment, and

x referrals to resources such as Vermont’s Weatherization Program, the Renewable

Energy Resource Center, Vermont Gas Systems, and the Energy Code Assistance Center. Efficiency Vermont Savings Claim Summary 2013 Ʈ 31 Outreach and Education

To motivate and empower the general public to take energy

Ͳ saving actions, Efficiency Vermont

continued its ongoing communications activities, which are designed to increase public

awareness of: 1) energy efficiency and its benefits; 2) actions that lower energy use, and 3)

Efficiency Vermont as a resource for comprehensive energy efficiency solutions. Methods used

in 2013 included:

x provision of information, efficiency

Ͳ related news, and marketing promotions via print,

broadcast, web

Ͳ based, and social media;

x increasing customer engagement through online access, at

www.efficiencyvermont.com, to recommendations on efficiency actions, online access

to rebates, information about efficient technologies and approaches, identification of

qualified local service providers, locations of retailers selling efficient products, and

information on a range of other efficiency and energy topics;

x In

Ͳ depth discussion of energy issues and their relation to Efficiency Vermont’s work,

through publication on www.efficiencyvermont.com of:

o Efficiency Vermont’s blog Energy. Forward.

, providing timely discussion of

efficiency activities under way throughout the state and presenting Efficiency

Vermont research of value to Vermonters who want to deepen their

involvement in their energy use;

o a library of white papers developed by Efficiency Vermont, sharing the latest

thinking, analysis, and cutting

Ͳ edge research on the future of energy efficiency.

x dissemination of information at home shows, community events, and trade shows, and

x distribution of advice columns, energy

Ͳ saving tips, and electronic newsletters that

deliver information on energy efficiency and Efficiency Vermont’s services.

Energy Literacy Project

Through its Energy Literacy Project (ELP), Efficiency Vermont continued to coordinate with

Vermont teachers, schools, and K–12 associations to increase students’ knowledge of energy

and efficiency, as well as to increase energy

Ͳ saving actions in homes, schools, and communities.

The Vermont Energy Education Program, under contract with Efficiency Vermont to implement

this project, provided support to educators in enhancing school curricula and increasing student

awareness of and advocacy for energy

Ͳ related issues in their schools and communities. In 2013,

the ELP reached more than 5,600 students, 800 teachers, and 600 community members in 12 of

Vermont’s 14 counties, and participated in community events to publicize the project.

Efficient Construction & Renovation Education and Information

Efficiency Vermont continued to provide energy efficiency information and education to

professionals and tradespeople involved in new construction and renovation projects through

the Energy Code Assistance Center and the annual Better Buildings by Design Conference.

Discussion of these efforts can be found in Section 2.4.1.Efficiency Vermont Savings Claim Summary 2013 Ʈ 32 2.5.2 C OORDINATION WITH D ISTRIBUTION U TILITIES

Efficiency Vermont continued its work with Vermont Gas Systems and Burlington Electric

Department (BED) to ensure coordination in the implementation of efficiency services as well

as in specific initiatives, such as those connected to the advanced metering infrastructure. In

2013, for example, Efficiency Vermont worked with Vermont Gas Systems and BED to develop

an agreement for coordination of services. Efficiency Vermont also worked closely with the

Vermont Public Service Department and BED to make substantial revisions to one of the Energy

Efficiency Utilities’ governing documents, the “Process and Administration of an Order of

Appointment.”

Efficiency Vermont also maintained its coordination with Green Mountain Power Corporation

(GMP) in the implementation of services through the GMP Energy Efficiency Fund and GMP

Community Energy & Efficiency Development Fund. These efforts offer GMP customers unique

services as well as shared services, through which GMP invests in existing Efficiency Vermont

programs.

2.5.3 I NFORMATION IN S ERVICE TO THE S TATE OF V ERMONT

Efficiency Vermont provided energy, financial, and economic information and analysis to policy

makers, State agencies, utilities, and other key stakeholders. These efforts were undertaken in

ongoing support of the State’s 2011 Comprehensive Energy Plan goals and long

Ͳ term energy

planning. In 2013, Efficiency Vermont:

x provided briefings to House and Senate legislative committees to discuss the economic

benefits of Efficiency Vermont's work;

x provided a briefing to the legislative Climate Caucus on how energy efficiency supports

the State's climate change goals;

x offered expert testimony and input on pieces of legislation throughout the 2013 session,

consistent with Efficiency Vermont’s status as an appointed energy efficiency utility;

x continued participation in the residential building energy label working group process

required by Act 89, and

x participated in a Vermont Public Service Board proceeding regarding Act 89, with

respect to thermal efficiency, as well as a proceeding to review and recommend avoided

costs for efficiency programs. Efficiency Vermont Savings Claim Summary 2013 Ʈ 33 2.5.4 D EMAND R ESOURCES P LAN (DRP)

In 2013, Efficiency Vermont:

x participated in the Vermont Public Service Board’s process in opening the 2013 DRP

proceeding;

x led three days of process improvement workshops to learn from the inaugural DRP

proceeding and identify areas of opportunity to improve the process;

x worked with the Department and BED to identify and agree on technical and policy

inputs to the scenario modeling so one tool could be used; and

x collaborated with the Vermont Public Service Department on scenario modeling as

directed by Vermont Public Service Board order. This effort was a recommendation

developed in the Key Business Process Improvement work focusing on identifying

significant improvements to the DRP process that was held in early 2013. By year

Ͳ end,

the three scenarios ordered by the Vermont Public Service Board had been modeled

and filed by Efficiency Vermont.

2.5.5 V ERMONT S YSTEM P LANNING C OMMITTEE (VSPC)

Efficiency Vermont continued its active participation in the VSPC, a collaborative body bringing

together Vermont’s utilities, Vermont Electric Power Company, the Vermont Public Service

Department, and individuals representing the interests of ratepayers to address approaches to

electric transmission system reliability. In 2013, Efficiency Vermont also participated in VSPC

subcommittees addressing Geographic Targeting, public engagement, and load forecasting.

2.5.6 ISO

Ͳ NE F ORWARD C APACITY M ARKET P ARTICIPATION

Efficiency Vermont continued its participation in the Independent System Operator

Ͳ New

England (ISO

Ͳ NE) Forward Capacity Market (FCM), in which energy efficiency savings are bid as

a resource for the regional grid. Vermont Energy Investment Corporation met its commitments

to deliver savings from Efficiency Vermont activity in the FCM in 2013, with approximately 71

megawatts of peak capacity reduction provided during the summer of 2013. This led to

approximately $3.97 million in revenues in 2013 that provided funds for investment in thermal

efficiency services. Efficiency Vermont also continued its related metering, measurement, and

evaluation activities. With the retirement of Vermont Yankee Nuclear Power Station, Efficiency

Vermont's 2013 FCM commitments represented Vermont’s single largest peak capacity

provider, increasing grid capacity by lowering demand. Efficiency Vermont Savings Claim Summary 2013 Ʈ 34 2.5.7 S TATE

, R EGIONAL

, AND N ATIONAL P ARTNERSHIPS

In service to Vermonters and in support of the State’s energy goals, Efficiency Vermont

continued to leverage the expertise and resources of entities engaged in a range of energy and

efficiency endeavors, both in Vermont and outside the state. Efficiency Vermont also shared its

own expertise at regional and national gatherings, enabling Vermont to be both recognized for

its innovations and informed by best practices in other states. In Vermont, partners included

the High Meadows Fund, the Vermont Housing and Conservation Board, and the Regulatory

Assistance Project. On a regional and national level, Efficiency Vermont maintained ongoing

partnerships with such organizations as the Northeast Energy Efficiency Partnerships (NEEP),

the New Buildings Institute, the Consortium for Energy Efficiency, ENERGY STAR, Top Ten USA,

and the American Council for an Energy

Ͳ Efficient Economy, working to share information on

best practices and to establish uniform product eligibility criteria and program designs.

A sample of efforts that Efficiency Vermont engaged in with NEEP in 2013:

x a survey of energy efficiency cost

Ͳ effectiveness issues and practices in the Northeast

x data analysis of lighting that has entered the market after the passage of the Energy

Independence and Security of Act of 2007;

x a review of the remaining useful life of equipment in early

Ͳ replacement programs;

x an incremental

Ͳ cost study;

x load shape research on HVAC equipment variable frequency drives as well as on

commercial refrigeration equipment, and

x finalization of reports on cost

Ͳ effectiveness testing guidance and on emerging

Ͳ technologies research.

2.5.8 I NFORMATION T ECHNOLOGY

In 2013, Efficiency Vermont's information technology (IT) department split into two divisions:

1. Information Services

— maintaining the long

Ͳ standing IT focus on computer infrastructure,

critical data and document management, substantial support for reporting and analytics, and

ongoing attention to improving and updating existing applications and processes.

2. Strategic Technology Services

— deepening Efficiency Vermont's ability to serve Vermonters

with software development, acquisition, and integration, as well as continuing best

Ͳ practice

data stewardship to ensure customer privacy, security, and alignment with customer data

usage preferences. Notable activities in 2013 included:

x the release of an electronic Technical Reference Manual, streamlining the process of

measure characterization development and management, and

x extensive preparation, planning, and contracting for future deployment of:

o an energy efficiency data analytics platform to utilize interval data from utilities that

have deployed advanced meters;Efficiency Vermont Savings Claim Summary 2013 Ʈ 35 o a secure web portal offering customers access to usage data, analysis, and guidance;

through www.efficiencyvermont.com;

o a web

Ͳ based project tracking and management tool for customers and contractors

engaged in Home Performance with ENERGY STAR projects;

o computer software providing Home Performance with ENERGY STAR contractors

with a comprehensive on

Ͳ site audit tool;

o new tools to enable increased automation of Efficiency Vermont's data analysis

o a mobile application for retail account managers, and

o planned pilot efforts: 1) using interval data to measure savings associated with

changes customer make in how they use energy, and 2) utilizing aggregate data in

forecasting and trend analyses.

2.5.9 P LANNING AND R EPORTING

Efficiency Vermont prepared and submitted required documents to the Vermont Public Service

Board, the Vermont Public Service Department, and required stakeholders. These documents

included an annual plan, an annual savings claim, an annual highlights brochure, and monthly

and quarterly performance and financial reports. These activities were undertaken in fulfillment

of requirements specified under agreements with State agencies, to maintain accountability

and to provide accurate tracking of progress for service delivery optimization, for public benefit,

and for the benefit of entities outside Vermont seeking replication.

2.5.10 E VALUATION

As an essential part of its reporting efforts, Efficiency Vermont undertook activities designed to

maintain the accuracy of reported savings claims, including:

x maintaining and updating the Technical Reference Manual, which characterizes energy

Ͳ

saving measures on the basis of several parameters: Annual electric savings, annual

coincident peak savings, annual fossil fuel energy savings, incremental costs and

measure lives, and other applicable resource savings such as water savings and

operational and maintenance cost savings;

x working with the Vermont Public Service Department as it conducted its annual savings

verification to review the initial savings claim, and

x participating in the Technical Advisory Group with the Vermont Public Service

Department, BED, and other stakeholders to resolve any issues arising from the annual

savings verification process and to provide a proactive mechanism for developing

energy characterization and savings calculations.

Efficiency Vermont continued to follow rigorous, ongoing quality management protocols in

alignment with Quantifiable Performance Indicators (see Sections 3.3 through 3.5) and with the

Service Quality and Reliability Plan (SQRP) (see Section 3.6), which defines customer service

performance standards in four service categories:Efficiency Vermont Savings Claim Summary 2013 Ʈ 36 1. General Customer Satisfaction: With a contractor and the PSD, Efficiency Vermont

developed a general satisfaction survey and delivered it to 2,000 residential customers.

Within 311 usable responses, 53.8% of customers reported positive or insignificant

differences between expectations and actual experiences, meeting or exceeding SQRP

standards.

2. Project Customer Satisfaction: Efficiency Vermont surveyed customers upon completion

of business projects (prescriptive and custom) and residential new construction, retrofit,

and metering projects. More than 90% of respondents rated service, on a scale of one to

five (five being excellent), as three or greater, exceeding the SQRP performance

standard.

3. Incoming Call Responsiveness: Efficiency Vermont exceeded each of the below

performance standards, based upon automated tracking of all incoming calls.

x Average answer time: 15 seconds

x Average percentage of calls answered: 92%

x Average percentage of abandoned calls: 3%

4. Complaint Rate and Resolution: Efficiency Vermont conducted tracking of all customer

concerns or comments requiring internal referral and subsequent follow

Ͳ up for

resolution, with the below results.

x Percentage of complaint follow

Ͳ up calls attempted by end of next business day: 95%

(Standard exceeded.)

x Ratio of complaints to participants: No more than one half of one percent. (Standard

exceeded.)

x Percentage of complaints closed within 12 business days of initial complaint: 95%

(Standard exceeded for all quarters but one, when the result was 91%.)

2.5.11 A PPLIED R ESEARCH AND D EVELOPMENT

Efficiency Vermont undertook several research and development projects to gather information

on areas with potential for inclusion in future programming. The projects spanned a variety of

technology applications and customer segments.

Smart Grid and Advanced Metering Infrastructure (AMI)

In 2013, Efficiency Vermont:

x continued to work with distribution utilities that are implementing AMI to develop data

transfer requirements for smart meter interval data;

x completed a competitive process and awarded a contract to a provider of an energy

efficiency data analytics platform to facilitate AMI data transfer from utilities to

Efficiency Vermont;

x with Vermont Public Service Department review and input, updated privacy policies

regarding AMI and smart

Ͳ meter

Ͳ enabled services;

x engaged in three pilots using available data from former Central Vermont Public Service

territory:Efficiency Vermont Savings Claim Summary 2013 Ʈ 37 o using data analysis to determine potential savings opportunities;

o conducting whole

Ͳ building data analysis of commercial and industrial facilities

o testing of a residential data analysis platform

x developed and tested prototype tools and methods for extracting useful information

from data and communicating this information meaningfully to users;

x participated in the BED evaluation of in

Ͳ home display options, and

x partnered with BED on an evaluation of AMI meter gateway systems, providing primarily

commercial and industrial customers with real

Ͳ time data.

Consumer Behavior Studies

Efficiency Vermont utilized smart grid carryover funds from 2011 to match federal funding for

two consumer behavior studies: Vermont Electric Cooperative’s Smart Grid Investment

Grant (SGIG) study and the Weatherization Innovation Pilot Program (WIPP) study. The

objective of both studies was to reduce energy demand through customers’ utilization of in

Ͳ

home displays and personalized web pages showing hourly electricity usage and costs.

Efficiency Vermont submitted WIPP study final reports to the U.S. Department of Energy (DOE),

with evaluation results expected post

Ͳ 2013. The SGIG study continued, with more than 800 of

the initial 850 participants. The process evaluation of the study's first year is expected to be

published on the DOE's website in 2014.

Technology Demonstrations

Remote Savings Assessment Pilot: This pilot program installed meters and monitored various

technologies at nine small businesses. Technologies included dehumidification, HVAC air

handlers, and refrigeration. The effort also provided sub

Ͳ metering, high

Ͳ usage diagnostics, and

assistance in retro

Ͳ commissioning rooftop units. The project and a final report of findings and

recommendations were completed.

Ductless Heat Pumps: Scheduled to run through the end of the 2013

Ͳ 2014 heating season, this

effort collected data on the operation of heat pumps in four homes, to develop a method to

quantify energy savings in homes with varying levels of shell efficiency. Structures included

both single

Ͳ family and multifamily buildings, existing and new construction, and a variety of

architectural designs and periods.

SkySpark Data Analytics Software: Using this software, a contractor remotely collected and

analyzed data from a large hospital to verify results of a complex series of controls optimization

efforts in several air

Ͳ handling units. The effort demonstrated the software’s potential for use in

verifying savings resulting from operational improvements.

Electric Vehicles as a Grid Resource: Research was conducted to deepen understanding of the

benefits, technology requirements, and policy implications for the use of electric vehicles in the

frequency

Ͳ regulation market and the Forward Capacity Market. Efforts will continue in 2014.Efficiency Vermont Savings Claim Summary 2013 Ʈ 38 Continuous Energy Improvement (CEI) Dashboard: This study monitored the impact of real

Ͳ time

data systems in a large manufacturing facility, providing equipment operators with feedback on

energy use per unit produced and other critical production measurements. A report will be

available in 2014.

Lighting Controls: This research was undertaken to determine the cost effectiveness of

advanced lighting control systems as compared with stand

Ͳ alone controls in commercial offices.

The project was completed and a report is available.

Gamification and Customer Engagement: This pilot was designed to investigate gamification as

a way to increase energy

Ͳ saving actions. Efficiency Vermont designed an interactive, online tool

to be used by customers participating in the meter loan program (customers can borrow

meters to measure the energy use of electrical equipment). Development was under way in

2013, with the pilot launch scheduled for 2014.

Whole

Ͳ Building Control Systems: The aim of this effort was to determine the effectiveness of

web

Ͳ based, wireless controls as a way for convenience store owners to manage equipment

energy use in multiple locations. Efforts, focused on two locations of a convenience store chain,

were under way and scheduled to be completed in late 2014.

Domestic Hot Water Control via Electronic Mixing Valves: In partnership with Housing Vermont,

this pilot was designed to compare a standard water heating recirculation system with an

electronic mixing value to determine the cost

Ͳ effectiveness of applying this technology in

multifamily and commercial buildings. In 2013, the valve was installed at a test site and data

analysis was expected to be completed in 2014.

Efficiency Vermont and University of Vermont Research Partnership: To investigate improved

heating, ventilation, and refrigeration approaches for commercial greenhouses, Efficiency

Vermont began site visits to identify key efficiency opportunities and to assess data findings on

10 farms. The study is expected to be completed in 2014.

Ventilation Approaches for Residential Buildings: This 2013

Ͳ 2014 effort was initiated, in

partnership with Housing Vermont, to compare five ventilation approaches through their use in

identical dwellings (apartments, mobile homes, townhouses) in residential subdivisions. In

2013, all ventilation and monitoring system installations were complete and data collection was

begun. Data evaluation will take place in 2014.

# 3. 

# R ESOURCE AND 

# N ON



# Ͳ R ESOURCE 

# A CQUISITION 

# R ESULTS

The tables presented in this section contain information on results from both Resource

Acquisition and Non

Ͳ Resource Acquisition activity, as well as a summary of Service Quality

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Current Year

2013 1 Actual

Current Year

2013 % Budget

2012

Ͳ 2014 2 Actual

2012

Ͳ 2014 %

RESOURCE ACQUISITION

Electric Efficiency Funds Activities

Business Sector 21,445,900 $ 16,615,618 $ 77% 62,031,400 $ 34,424,864 $ 55%

Customer Credit 1,701,900 $ 1,888,167 $ 111% 3,038,500 $ 2,080,474 $ 68%

Residential Sector 12,572,700 $ 13,307,510 $ 106% 39,505,100 $ 26,959,907 $ 68%

Total Electric Efficiency Funds Activities 35,720,500 $ 31,811,295 $ 89% 104,575,000 $ 63,465,245 $ 61%

Thermal Energy and Process Fuels Funds Activities

Business Sector 1,171,400 $ 538,633 $ 46% 3,034,300 $ 1,082,080 $ 36%

Residential Sector 3,514,300 $ 4,087,906 $ 116% 10,610,400 $ 7,225,627 $ 68%

Total Thermal Energy and Process Fuels Funds Activities 4,685,700 $ 4,626,539 $ 99% 13,644,700 $ 8,307,707 $ 61%

TOTAL RESOURCE ACQUISITION 40,406,200 $ 36,437,834 $ 90% 118,219,700 $ 71,772,951 $ 61%

NON

Ͳ RESOURCE ACQUISITION

Education and Training 800,200 $ 803,247 $ 100% 2,462,100 $ 1,637,604 $ 67%

Applied Research and Development 405,300 $ 495,313 $ 122% 1,311,500 $ 764,251 $ 58%

Planning and Reporting 490,500 $ 617,767 $ 126% 1,333,200 $ 1,000,932 $ 75%

Evaluation 800,200 $ 738,313 $ 92% 2,461,400 $ 1,369,847 $ 56%

Policy and Public Affairs 345,600 $ 531,740 $ 154% 1,047,800 $ 1,087,480 $ 104%

Information Technology 832,300 $ 825,934 $ 99% 2,522,700 $ 1,528,978 $ 61%

General Administration 249,500 $ 269,048 $ 108% 755,400 $ 525,362 $ 70%

TOTAL NON

Ͳ RESOURCE ACQUISITION 3,923,600 $ 4,281,362 $ 109% 11,894,100 $ 7,914,454 $ 67%

Smart Grid (2011 Carryover) 156,600 $ 55,849 $ 36% 473,200 $ 137,513 $ 29%

Operations Fee $761,900 $697,694 92% $2,236,900 $1,366,092 61%

SUB

Ͳ TOTAL COSTS (prior to Performance

Ͳ Based Fee) 45,248,300 $ 41,472,739 $ 92% 132,823,900 $ 81,191,011 $ 61%

Performance

Ͳ Based Fee

Ͳ $ Ͳ $ 0% 3,330,800 $ Ͳ $ 0%

TOTAL COSTS (including Performance

Ͳ Based Fee) 45,248,300 $ 41,472,739 $ 92% 136,154,700 $ 81,191,011 $ 60% %XGJHW6XPPDU\

1 Annual budgets are provided for information purposes only. Efficiency Vermont operates under three

Ͳ year Board approved budgets.

2 Thermal Energy and Process Fuels Budgets have been adjusted to include projected revenue increase as filed January 10, 201 4

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# 5. 

# S PECIAL 

# P ROGRAMS 



## 5.1 

## C USTOMER 

## C REDIT 

## P ROGRAM



## 5.2 G EOGRAPHIC 

## T ARGETING 

## (E LECTRIC 

## )

The tables presented in Section 5.2 contain results from Resource Acquisition (electric only)

activity in the Geographic Targeting areas described in Section 2.3. The areas of focus for

Geographic Targeting were the same in 2013 as in 2012.

Efficiency Vermont Savings Claim Summary 2013 ۣ 99 

### 5.1 C USTOMER 

### C REDIT 

### P ROGRAM

5.1.1 N ARRATIVE

The Customer Credit program (CCP) provides an alternative path for qualified large businesses

showing the capability and resources to identify, analyze, and undertake efficiency projects,

and to self

Ͳ implement energy efficiency measures. Approved project costs are reimbursed up

to a maximum of 90% of the company’s electric Energy Efficiency Charge payments with time

Ͳ

bound limitations.

CCP customers can receive reimbursement for any retrofit or market

Ͳ driven project that saves

electrical energy and passes the Vermont societal cost

Ͳ effectiveness test. Once a qualifying

customer elects to participate in the CCP, that customer is no longer eligible to participate in

other Efficiency Vermont programs.

All CCP projects must be initiated by the customer. In addition, the customer or its contractors

must complete all technical analysis. Market

Ͳ driven projects are eligible for incentives equal to

100% of the incremental measure cost. For retrofit projects, customers can receive incentives

that reduce the customer payback time to 12 months. If qualifying incentives exceed the net

present value of the savings when screened, the incentive is capped at the net present value

amount.

E LIGIBLE M ARKET

To be eligible for CCP, customers must:

x Never have accepted cash incentives from any Vermont utility Demand Side

Management program

x Have ISO 14001 certification

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2013 Cumulative

starting 1/1/12

# participants with installations 111

Operating Costs

Administration $7,707 $37,432 $45,139

Operations and Implementation $4,681 $6,014 $10,695

Strategy and Planning $203 $225 $428

Subtotal Operating Costs $12,592 $43,670 $56,262

Technical Assistance Costs

Services to Participants $22,107 $14,115 $36,222

Services to Trade Allies $5,741 $1,805 $7,546

Subtotal Technical Assistance Costs $27,848 $15,920 $43,768

Support Services

Transportation $0 $1 $1

Targeted Implementation $0 $24 $24

Consulting $153 $336 $490

Marketing $3,371 $6,116 $9,487

EM&V $1,082 $1,024 $2,106

Policy $5,451 $125 $5,576

Information Technology $1 $6 $8

Customer Support $425 $359 $784

Business Development $5 $119 $124

Subtotal Support Services Costs $10,489 $8,109 $18,598

Incentive Costs

Incentives to Participants $144,667 $1,852,755 $1,997,422

Incentives to Trade Allies $0 $0 $0

Subtotal Incentive Costs $144,667 $1,852,755 $1,997,422

Total Efficiency Vermont Costs $195,595 $1,920,454 $2,116,050

Total Participant Costs $81,963 $1,050,714 $1,132,677

Total Third Party Costs $0 $0 $0

Total Resource Acquisition Costs $277,558 $2,971,168 $3,248,727

Annualized MWh Savings 1,046 4,097 5,144

Lifetime MWh Savings 15,694 58,790 74,484

TRB Savings (2012 $) $1,138,147 $4,198,955 $5,337,102

Winter Coincident Peak kW Savings 117 663 779

Summer Coincident Peak kW Savings 117 661 778

Annualized MWh Savings/Participant 1046.270 4097.362 5143.632

Weighted Lifetime 15 14 14 

### 5.1.2 Customer Credit Summary

1 Incentives to Participants in tables 5.1.2 and 5.1.3 reflect incentives paid to the customer in 2013 but not the full amount

due. The incentive owed exceeds the customers’ energy efficiency charge (EEC) available balance through December

2013. EVT w ill continue to make monthly payments as additional EEC is accr ued and the incentive balance is expected to

be fully paid by September 2014. Regarding savings, since the project was completed in 2013, table 5.1.3 (KITT data)

reports full savings in 2013.

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### 5.2 G EOGRAPHIC 

### T ARGETING 

### (E LECTRIC 

### )

Based on recommendations from the Vermont System Planning Committee (VSPC) and

direction from the Vermont Public Service Board, Efficiency Vermont implements energy

efficiency efforts within specific geographic regions of the state to help relieve the electric

load on constrained transmission and distribution systems and potentially defer the need

for costly system upgrades.

The two geographically targeted areas that were been established by the Vermont Public

Service Board for 2012 remained the same for 2013. The first is in the area of Saint Albans.

It consists of approximately 1,100 commercial / industrial accounts and 5,900 residential

accounts. The second is an area in Essex Junction and Colchester. It consists of

approximately 1,300 commercial / industrial accounts and 7,500 residential accounts. 

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### 2013 S TATUS

# Document Name / Title Major

Market Status Date

70 Commercial New Construction

Ͳ

Determining baseline for HVAC (and

other) equipment BES Revision, On hold,

Draft in Process 8/22/2012

95 Market Lift Pilot for Retail Lighting

Promotions BES Implemented 1/1/2013

96 Commercial Kitchen Equipment BES Implemented 7/1/2013

97 Cold Climate Heat Pumps RES, BES,

MF Draft, Under review by DPS 7/3/2013

98 High Performance Circulator Pump

Initiative RES, BES Draft, Under review by DPS 9/30/2013

99 HVAC Upstream Heat Pump Water

Heater program RES Draft, Under internal review 9/30/2013

100 High Efficiency Clothes Dryer Pilot for

Retail Promotions RES Draft, Under internal review 10/1/2013

101 Baselines and Savings Claims for

Heat Pumps RES, BES,

MF Draft, Under internal review 11/21/2013

102 Heat Pump Retrofit Program RES Draft, Under internal review 12/2/2013

Key:

BEF Business Existing Facilities

BNC Business New Construction

EH Existing Homes

EP Efficient Products

RNC Residential New Construction

#  

Efficiency Vermont Savings Claim Summary 2013 ۣ 137 

#    

# 8. Definitions and End Notes 

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### 8. DEFINITIONS AND END NOTES 

8.1 DATA TABLES OVERVIEW

1

– Section 8.2 includes a list of definitions for items in the data tables.

2

– Data items for which data are not available are labeled “nav.” Data items for which data are

not applicable are labeled “nap” or “NA”

3

– Except where noted, Efficiency Vermont expenditures data in this report were incurred

during the period January 1, 2013, through December 31, 2013. Similarly, measure savings are

for measures installed during the period January 1, 2013, through December 31, 2013.

4

– Efficiency Vermont Resource Acquisition and Non Resource Acquisition costs include an

operations fee of 1.71% and are reported in all applicable cost categories. The operations fees

for “Incentives to Participants” are reported with the “Administration” costs.

5

– Data for “Incentives to Participants” in Tables 3.8, 3.9, 3.14, 3.16, 3.19, 3.22 3.24, 4.1, 4.4,

4.7, 4.10, 4.13, 4.16, 4.19, 4.22, 4.25, 4.28, and 5.1.2 are based on financial data from Vermont

Energy Investment Corporation’s (VEIC’s) accounting system. “Participant Incentives Paid” on

all other tables are based on data entered in Efficiency Vermont’s Knowledge

Ͳ based

Information Technology Tool (KITT) tracking system.

6

– “Annualized MWh Savings (adjusted for measure life),” “Winter Coincident Peak kW Savings

(adjusted for measure life),” and “Summer Coincident Peak kW Savings (adjusted for measure

life)” on Tables 3.8 and 3.9 are provided for reference only. These data exclude savings for

measures that have reached the end of their specified lifetime.

8.2 DEFINITIONS AND REPORT TEMPLATE

The table templates that appear in the 2013 Efficiency Vermont Savings Claim Summary/Annual

Report were developed as a collaborative effort among Efficiency Vermont, the Vermont Public

Service Department, and Burlington Electric Department. Note that there are two major table

formats, one for the markets and services summary and the other for breakdowns by end use,

county, and utility savings.

The definitions of the data reported in these tables follow. The numbers in parentheses on the

template refer to the footnoted definitions that immediately follow.

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Year Current Year

2013 Cumulative

starting

1/1/12 Cumulative

starting

1/1/12 (1)  (2)  (3)  (4)

# participants with installations (5)

Operating Costs

Administration (6)

Operations and Implementation (7)

Strategy and Planning (8)

Subtotal Operating Costs (9) Technical Assistance Costs Services to Participants (10)

Services to Trade Allies (11)

Subtotal Technical Assistance Costs (12) Support Services

Transportation (13)

Targeted Implementation (14)

Consulting (15)

Marketing (16)

EM&V (17)

Policy (18)

Information Technology (19)

Customer Support (20)

Business Development (21)

Subtotal Support Services Costs (22) Incentive Costs Incentives to Participants 1 (23)

Incentives to Trade Allies (24)

Subtotal Incentive Costs (25) Total Efficiency Vermont Costs (26) Total Participant Costs (27)

Total Third Party Costs (28) Total Resource Acquisition Costs (29)

Annualized MWh Savings (30) Lifetime MWh Savings (31)

TRB Savings (2012 $) (32)

Winter Coincident Peak kW Savings (33)

Summer Coincident Peak kW Savings (34)

Annualized MWh Savings/Participant (35)

Weighted Lifetime (36)

Annualized MWh Savings (adjusted for measure life) (37)

Winter Coincident Peak kW Savings (adjusted for measure life) (38)

Summer Coincident Peak kW Savings (adjusted for measure life) (39)

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### X.X.X. Breakdown Report

End Use

or Utility

or County # of

Participants Net

MWh

Saved Gross

MWh

Saved Net

Lifetime

MWh

Saved Net

Winter

KW

Saved Net

Summer

KW Saved Net Other

Fuel

MMBtu Net

Water

CCF Participant

Incentives

Paid Participant

Costs (40) (41) (42) (43) (44) (45) (46) (47) (48) (49)

Footnotes for the report table templates:

(1) Activity for the prior reporting year.

(2) Activity for the current reporting year. For savings, the figure reported is estimated savings for measures

actually implemented for the current reporting period. Savings are reported in at generation and net of all

approved adjustment factors, exce pt as otherwise noted.

(3) Data reported for the curr ent performance period (2012

Ͳ 2014) starting January 1, 2012 through December 31,

2013.

(4) Data reported for ALL performance periods (2012

Ͳ future periods) starting January 1, 2012 through December

31, 2013.

(5) Number of customers with installed measures. The “# participants wi th installations ” is co unte d by summing

unique physical locations (sites) where efficiency measures have been installed for the reporting period. For

multifamily, the “#of participants with installations” is counted by summing the number of individual units. Under

“Cumulative starting 1/1/12” customers are counted once, regardless of the number of time s the customer

participates in Efficiency Ver mont services throughout the period. Whenever Efficiency Vermont works in

collaboration with other providers of efficiency services, the same participants may be counted and reported by

more than one organization. As a result, total statewide participation might be less than the sum of all the

organizatio ns’ reported partic ipants.

(6) Costs include Efficiency Vermont senior management, budgeting and financial oversight.

(7) Costs directly associated with the operations and implementation of resource acquisition activities.

(8) Costs related to program design, planning, screening, and other similar strategy and planning functions.

(9) Subtotal of all operating costs detailed in the ca tegories above: (6) + (7) + (8).

(10) Costs related to technical assistance, conducting technical analyses, preparing packages of efficiency

measures, contract management, and project follow

Ͳ up provided to customers.

(11) Costs related to technical assistance, educational or other support services provided to entities other than

individual participants, such as trade allies, manufacturers

, wholesalers, builders, and archit ects.

(12) Subtotal reflecting total technical assistance costs: (10) + (11).

(13) Costs related to support provided by the VEIC transportation division.

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(15) Costs related to support provided by the VEIC consulting division.

(16) Costs related to support provided by the VEIC marketing division.

(17) Costs related to support provided by the VEIC evaluation, measurement and verification division.

(18) Co sts related to su pp o rt provided by the VEIC policy division.

(19) Costs related to support provided by the VEIC information technology division.

(20) Costs related to support provided by the VEIC customer support services division.

(21) Costs related to support provided by the VEIC business development division.

(22) Total cost of Su pport Services.

(2 3) Direct payments to participants to defray the costs of specific efficiency measures.

(24) Incentives paid to manufacturers, wholesalers, builders, retailers, or other non

Ͳ customer stakeholders that do

not defray the costs of specific efficiency measures.

(25) Subtotal reflecting total incentive costs: (23) + (24).

(2 6) Total costs incurred by Efficiency Vermont. All costs are in nominal dollars: (9) + (12) + (22) + (25).

(27) Total costs incurred by participants and related to Efficiency Vermont or utility activities. This category

includes the participant contribution to the capital costs of installed measures and to specific deman d

Ͳ side

Ͳ

management (DS M)

Ͳ related services, such as technical assistance or energy ratings.

(28) Total costs incurred by third parties (i.e., entities other than Efficiency Vermont, utilities, and participants) and

directly related to Efficiency Vermont or utility DSM activities. This category includes contributions by third parties

to the capital costs of installed measures and to s pecific DSM

Ͳ related ser vices, such as technical assistance or

energy ratings.

(29) Total cost of Resource Acquisition: (26) + (27) + (28).

(30) Annualized MWh savings at generation, net of all approved adjustment factors (e.g., free riders, spillover, line

loss) for measures installed during the cu rrent reporting period.

(31) Lifetime e stimated MWh savings for measures installed during the current reporting year, at generation and

net of all approved adjustment factors. (Typically, this value is calculated by multiplying estimated annualized

savings by the life of the measure.)

(32) Total Resource Benefits (TRB) savings for measures ins talled during the current reporting year. TRB incl udes

gross electric benefits, fossil fuel savings, and water savings. TRB is stated in 2012 dollars throughout the report.

Whenever Efficiency Vermont works in collaboration with other providers of efficiency services, the same savings

might be counted and reported by more than one organization. As a res ult, the to tal statewide savings might be

less than the sum of all the organizations’ reported savings.

(33) Estimated impact of measures at time of winter system peak, at generation, net of adjustment factors.

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(35) Annualized MWh savings per participant, net at generation: (30) ÷ (5).

(36) Average lifetime, in years, of measures weighted by savings: (31) ÷ (30).

(37) Adjusted annualized MWh savings at generation and net of all approved adjustment factors (e.g., free riders,

spillover, line loss) for measures installed during the current reporting period. These data include savings for

measures that have not yet expired during the reporting period and exclude savings for measures that have

reached th e end of their specified lifetime.

(38) Adjusted impact of measures at time of winter system peak, at generation, net of adjustment factors. These

data include savings for measures that have not yet expired during the reporting period and exclude savings for

measures that have reached the end of their specified lifetime.

(3 9) Adju sted impact of measures at time of summer system peak, at generation, net of adjustment factors. These

data include savings for measures that have not yet expired during the reporting period and exclude savings for

measures that have reached the end of their specified lifetime.

Items 40

Ͳ 49 reflect i nstalled measures for the current reporting period.

(40) Number of participants with installed measures for the “End Use, Utility and County Breakdown.” Whenever

Efficiency Vermont works in collaboration with other providers of efficiency services, the same participants may be

counted and reported by more than one organization. As a result, total s tatewide participation might be less than

the sum of all the organizations’ reported participants.

(41) Annualized MWh savings at generation, net of all approved adjustment factors (e.g., free riders, spillover, line

loss) for measures installed during the current reporting period

. This is the same number as reporte d on line (30).

(4 2) Annualized MWh savings, gross at the customer meter.

(43) Lifetime estimated MWh savings for measures installed during the current reporting period, at generation and

net of all approved adjustment factors. This is the same number as that reported on line (31).

(44) Estimated impact of measures at time of winter system peak

, at gene ration, net of adjustment factors. This is

the same number as that reported on line (33).

(45) Estimated impact of measures at time of summer system peak, at generation, net of adjustment factors. This

is the same number as that reported on line (3 4).

(46) MM Btu estimated to be saved (positive) or used (negative) for alternative fuels as a result of measures

installed in the end use.

(47) Water saved (positive) or used (negative) as a result of measures installed in the end use.

(48) Incentives paid by Efficiency Vermont to partici pants for measures installed during the current reporting

period. This is the same number as that reported on line (23).

(49) Costs incurred by participants and related to Efficiency Vermont or utility activities. This is the same number

as that reported on line (27).

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