1. Illustrative EE/DSM/DR Planning Process
Load
Forecasting
Resource
Characterization
Resource
Optimization
Program
Implementation
Program
Evaluation
What is the need without intervention?
What are the alternative ways to create supply and/or reduce demand?
What do these alternatives:
cost
provide in capacity*
What other characteristics do they have?
What are the decision criteria and constraints?
How do various combinations of alternatives impact the decision criteria?
What is the “optimal” combination of alternatives?
Which program designs are most appropriate?
Delivery of programs
Validation of actual program impacts*
Process evaluations and improvements
*Possible focus of Phase 1 Standards

2. Illustrative Issues in Resource Characterization
Scope (DSM, DR, Renewables, Rates, Standards, Policies)
Utility Sponsored or "other sponsored"
Market Transformation
Measure List
Fuel Switching
Source Efficiency
Cogeneration
Baseline Characteristics
Engineering Estimates
Simulation, etc.
Borrowed Data
Stipulations
Value of Information
Climate Zones
Building Types
Customer Usage Stats (hours of use, etc.)
Measure Life
Persistence
Measure O&M
Net-to-Gross
Snap Back
Free Drivers
Measure Costs
Territory Demographics
Participation rates
Program cost Profiles
Program vs. Measure vs. Market

3. Illustrative Issues in Program Evaluation
Sample Size and Precision
Methodologies/Protocols
M&V Independence
Impact Scope (energy and demand)
Net-to-Gross
Spill-over
Persistence and Degredation
Lifetime
Measure Costs
Installation Quality
Assumption Validation