Reusable language · Qualus proposal wiki

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772 blockssourced from the proposal archive

Every reusable paragraph in the library, grouped by the section it belongs to. The number under each one is how many separate source documents the same language appeared in — the closest thing this corpus has to "how often we have said it".

Technical Approach 233 blocks

Engineering analysis includes those methods of analysis in which savings and load impacts are calculated by applying engineering principles and calculations.15 source documents

A large-scale data analysis approach involves estimating energy savings and demand reductions by applying one or more statistical methods to measured energy consumption utility meter billing14 source documents

Savings from Refrigeration Measures. Refrigeration measures are usually project-specific, and the methods used to evaluate savings may differ from case to case. In most cases, we perform the12 source documents

We have designed and use a standardized form for on-site data collection that ensures that the information needed to analyze energy efficiency measures is collected for each facility visited11 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has used basic engineering algorithms to calculate baseline energy use and energy savings for energy using equipment in commercial 11 source documents

Direct power metering using Elite Pro power loggers, Wattnodes, Synergistics C-180, Enernet K-20, and DataTrap monitoring equipment;10 source documents

A taxonomy presented in the Model Energy Efficiency Program Impact Evaluation Guide identifies three major approaches for calculating estimates of energy savings and demand reductions.10 source documents

Savings from HVAC Measures. For the analysis of HVAC measures, we develop estimates of the savings through simulations with our energy analysis models (e.g., CPA-123, DOE-2, eQuest). The HVA9 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has experience developing and using methodologies for the estimation of program net-to-gross ratio, free ridership, and participant9 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has used metered data from site specific end-uses, which have a finite monitoring period. This data is then extrapolated using ener9 source documents

Although the standards, in concept, should be the same, the type of data and the level of information that are required will differ by program type. The standards will specify site and custo9 source documents

Verifying installations of measures through customer surveys, with follow up verification activities completed as part of the Impact Evaluation;9 source documents

Third Party Implementer Interviews: The third party implementer interviews will be conducted either in-person or via telephone based on both timing and convenience. Particular attention will9 source documents

We also document information about the savings calculation methodology, including (1) what methodology was used, (2) specifications of assumptions and sources for these specifications, and (9 source documents

Simulation modeling is a more sophisticated version of engineering analysis. ADM has developed DOE-2 analyses for energy use and savings for over 5,000 buildings of different types in projec8 source documents

In this evaluation effort, **[MISSING: credentialed individual - ask Proposal Lead]** is assisting in the estimation of gross savings impacts, estimation of net-savings impacts using surveys8 source documents

The magnitude of expected savings from program measures affects the choice of savings estimation approach in that analysis of billing data may not be sufficient to detect savings of small ma8 source documents

Following the reviews of the program tracking systems, we prepare a report on each tracking system. In the report we describe the tracking system, provide documentation for the system, and, 8 source documents

Whenever feasible we determine gross savings using complementary analytical methods and alternative types of data (e.g., engineering estimates, billing data, and metered data). We use severa8 source documents

Savings from Air Compressor Measures. We analyze savings from air compressor system measures using the AirMaster+ tool (available from the U. S. Department of Energy’s Industrial Technologie7 source documents

Each individual program evaluation plan will include elements addressing both impact and process evaluation. The impact component of the evaluations plan will include the following elements:7 source documents

In choosing which approach to specify for estimating savings for a particular program, we take account of several factors.7 source documents

We consider the relative overall program magnitude of expected savings from measures because the analysis of billing data may not be of sufficient explanatory power to detect small magnitude7 source documents

As noted above the evaluation will place critical importance on the KPIs. These will primarily be assessed through the interview and survey efforts. For example, interviews with retailers wi7 source documents

End-use metering can be used to obtain data that directly measures pre- or post-measure (or both) energy use for those specific end-uses affected by an energy efficiency measure. ADM has exp7 source documents

with evaluation of the portfolio of programs, including desk reviews and custom analyzes using IPMVP Options A, B, and C.7 source documents

Determining the energy and demand savings attributable to energy efficiency and peak demand reduction programs requires analyses of a wide variety of measures using flexible methods of analy7 source documents

With post hoc evaluations, planning is considered to happen at the beginning of a program cycle, and evaluation happens at the end of the program cycle, with evaluation results being used to6 source documents

Our approach to the development of dynamic load shape generators is to model anonymized and aggregated customer load profiles provided by Investor-Owned Utilities in tools such as R-studio a6 source documents

With real time evaluation, however, the various EM&V activities that occur during a program year are used to administer the implementation of the program. Information from the EM&V activitie6 source documents

A process evaluation gathers information from a variety of sources, including program staff, trade allies, program participants, and non-participants (collectively referred to as market acto6 source documents

We take care to consider data collection and analysis methods that reduce and mitigate threats to validity and possible biases to increase reliability for the impact estimates. We have used 6 source documents

For measures with deemed savings, we review the savings calculations and estimates to determine (1) what methodologies are appropriate to use for calculating savings and (2) what assumptions6 source documents

Billing data analysis can be used on its own (using regression modeling of energy impacts based on pre- and post- retrofit time periods) or in conjunction with simulation modeling (using bil6 source documents

Where appropriate, determining whether the document adheres to specific guidelines and/or standards (e.g. the International Performance Measurement and Verification Protocol);6 source documents

The role of the tracking system becomes particularly important because this evaluation will be proceeding in real-time along with the program implementation. An advantage of a real-time eval6 source documents

Statistical modeling using multi-equation discrete choice and energy consumption models of participant and non-participant participation, measure adoption, and energy consumption behavior.6 source documents

If the analysis of energy impacts finds any significant discrepancies, a more detailed review will be conducted. This effort would include obtaining the algorithms, baseline assumptions, and6 source documents

For analyzing the calculations of energy savings and peak demand reductions associated with lighting measures, we focus on the three main factors that contribute to lighting energy use in a 6 source documents

We begin our impact evaluation work by reviewing the data tracking systems for the programs to assess how best to extract the data that we will need for the evaluation effort. We work with p6 source documents

We visually inspect control settings, lighting levels, inventory of end use appliances and equipment, ventilation rates, building population, occupancy level, and other parameters.6 source documents

The estimated equation contains a constant term that is unique to each participant household. The purpose of this constant term is to capture all the determinants of that participant’s energ6 source documents

We will conduct staff interviews shortly after the evaluation plan is finalized. We will use the information from the staff interviews to inform the development of the guides for trade allie6 source documents

The job of the commissioning agent for new construction can be split up into four sections: design compliance, construction, building function, and handoff. Design compliance involved evalua6 source documents

We review documents or records at the site. This includes reviewing basic building plans and architectural drawings. These data also include information on process equipment, HVAC systems an6 source documents

If the above is not possible but the site contact can attest that fixtures like the baseline fixture are still in utilization in other areas of the facility, those fixtures are documented as6 source documents

Staff/Program Interviews. These in-depth interviews will be conducted either in-person or via telephone and will address the key process evaluation objectives discussed previously. The initi5 source documents

The usual starting point for defining standards and practices for cost-effectiveness evaluations is the California Standard Practice Manual: Economic Analysis of Demand-Side Programs (SPM), 5 source documents

The set of observations should sufficiently characterize the building’s energy use such that reliable annual energy use values can be extrapolated;5 source documents

Evaluation of some programs may require field monitoring of energy efficiency measures and equipment. Field monitoring can be used to obtain data that directly measures pre- or post-measure 5 source documents

End-use metering can be used to obtain data that directly measures pre- or post-measure (or both) energy use for those specific end-uses affected by an energy efficiency measure. ADM has exp5 source documents

Perform billing analysis (as appropriate) which may combine the results of the engineering analysis (a statistically adjusted engineering, or SAE, model if appropriate). and5 source documents

Savings from Process Improvement Measures. Analysis of savings from process improvements, including changes to process equipment, is inherently project-specific. Because of the specificity o5 source documents

A deemed savings approach involves using stipulated savings for energy conservation measures for which savings values are well-known and documented. For example, this approach may be accepta5 source documents

Water-saving devices are installed in aesthetically-pleasing and functional manner. During our on-site inspections, we will examine the installed showerheads and faucet aerators. In this pro5 source documents

Tracking systems are a key to effective program delivery, monitoring, verification, and evaluation. Well-designed tracking systems can assist with targeting, provide early feedback on implem5 source documents

Once the as-built models are developed, the baseline building performance is modeled. The Baseline Typical model is generated from the As-Built Typical model by applying the appropriate base5 source documents

Major methods for estimating gross energy savings and load shape impacts for custom measures include engineering analysis, energy analysis computer simulations, end-use metering, and billing5 source documents

The panel model does not require a fixed participation window. Rather, each house essentially has its own, unique, participation window.5 source documents

In preparing the program-specific evaluation plans, we take account of differences among programs with respect to factors such as types of customers targeted, expected number of participants5 source documents

and 173 more in this section

Past Performance 98 blocks

**[MISSING: credentialed individual - ask Proposal Lead]** has been the principal-in-charge on monitoring projects that collected data from more than 500 buildings in various locations.22 source documents

Efficiency Maine Ductless Heat Pump & Smart Thermostat Bundle Integration Study (2017). **[MISSING: credentialed individual - ask Proposal Lead]** conducted product research to identify comp16 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** conducted evaluation of various commercial new construction and retrofit program by CPUC, PNM, and NVE. In this evaluation, **[MISS14 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** was responsible for the development of measuring and monitoring plans, and management of field operations for an ASHRAE-sponsored f14 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** was involved in an ASHRAE-sponsored field performance assessment of commercial HVAC package equipment to quantify the benefits of p13 source documents

Credit Data Modeling & Consulting. On behalf of a major credit card provider, **[MISSING: credentialed individual - ask Proposal Lead]** proided analytical cnsulting to deveop a forecast mdo10 source documents

ADM has conducted numerous impact and process evaluations of energy efficiency and peak demand reduction programs for various clients. Examples include:10 source documents

Representative process evaluation activities that **[MISSING: credentialed individual - ask Proposal Lead]** has performed and/or managed include participant surveys; nonparticipant and gene10 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** provided photo documentation of installed measures, collected building information, including, but not limited to floor plan, detai10 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has participated in sensitivity and uncertainty analysis for commercial and industrial programs, specifically for the Ameren Missou9 source documents

In evaluating the DSM Portfolios of the New Mexico Investor Owned Utilities, **[MISSING: credentialed individual - ask Proposal Lead]** worked collaboratively with the New Mexico Evaluation 9 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** worked extensively with New Mexico IOUs and implementation contractors in review of technical workpapers providing deemed savings e9 source documents

In his evaluation efforts for SPS, **[MISSING: credentialed individual - ask Proposal Lead]** has conducted verification inspections and installed monitoring equipment at a variety of facili8 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** conducted an evaluation of commercial and agricultural facilities for CPUC, PNM, and NVE. In this evaluation, **[MISSING: credentia8 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has extensive experience in analysis of metered data to evaluate deemed savings value proposed by NVE. In evaluating NVE’s resident8 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** conducted evaluation of residential attic insulation program for PNM. In this evaluation, **[MISSING: credentialed individual - ask8 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has conducted sensitivity and uncertainty analysis for commercial and industrial programs, addressing the sensitivity of savings re8 source documents

Idaho Power Heating and Cooling Efficiency Program (2021-Present). Assist with process evaluation activites including drafting program staff in-depth interview guide, trade ally in-depth int8 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has several years experience with SAS programming. **[MISSING: credentialed individual - ask Proposal Lead]** has applied SAS in de8 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** conducted writing energy efficiency measurement and verification plans and report using energy engineering principles for commercia8 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** performed an analysis of LED lighting market potential in the commercial market for the Sacramento Municipal Utility District. This7 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has recently analyzed data from residential appliance saturation surveys to estimate lifetimes for residential air conditioners. Us7 source documents

Develop and design materials needed for workshops, reports, and case studies, for distribution to general and technical audiences;7 source documents

Gas Technology Institute (GTI) (2016-Present). **[MISSING: credentialed individual - ask Proposal Lead]** is managing the independent M&V of gas heat pump water heaters (GHPWH). Baseline of 7 source documents

For Illinois DCEO, **[MISSING: credentialed individual - ask Proposal Lead]** also led development of the Energy Portfolio Information Management System (EPMIS) software to comprehensively m7 source documents

ADM has considerable experience in field monitoring of energy efficiency and demand reduction technologies. Indeed, ADM has been active in field monitoring of energy use, remote data collect6 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has conducted evaluations of various commercial and industrial lighting, motors & drives, custom incentives, and HVAC sites under t6 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has conducted sensitivity and uncertainty analyses for commercial and industrial programs, addressing the sensitivity of savings re6 source documents

SMUD New Technologies Program (2012-2016). **[MISSING: credentialed individual - ask Proposal Lead]** worked as a senior engineer to complete the analyses of innovative mechanical engineerin6 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has visited numerous commercial facilities in California and New Mexico for CPUC and PNM to assess building energy consumption. In 6 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has performed GIS/geospatial analysis to assess the distribution of program activity relative to the distribution of customers and 6 source documents

CEC Load Shape Program (2017-Present). As a senior engineer, Chapman developed end use load shapes of commercial and residential buildings in California for use in forecasting. Advanced stat6 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** conducted on-site data verification and analysis of savings, to determine the savings associated with measures that have been insta6 source documents

Descriptions of impact and process evaluations of energy efficiency and peak demand reduction programs that ADM has conducted for various clients include the following.5 source documents

Of particular relevance to this submittal, we have performed numerous state-of-the-art projects relating to impact and process evaluations and market assessments of energy efficiency and dem5 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** conducted on-site data verification and analysis of savings, to determine the savings associated with measures that have been insta5 source documents

Nanotube Electric Thruster Development (2006). As a student engineer, **[MISSING: credentialed individual - ask Proposal Lead]** investigated the use of carbon nanotubes for use as field emi5 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** led the evaluation of the 2007-2008 Commercial and Industrial Distributor Incentive Program, a mid-stream program offering incentiv5 source documents

Designed and analyzed culturally responsive, mixed-methods evaluations focused on assessing current programming and program development. Developed evaluation plans and logic models, created 5 source documents

Our EM&V of these programs have included evaluation of load control, behavioral, and smart thermostat pilots, as well as authorship of the New Orleans TRM.5 source documents

Sacramento Municipal Utility District (2013–2018). **[MISSING: credentialed individual - ask Proposal Lead]** completed two commercial end-use saturation studies. Activities included develop5 source documents

In our projects, we have collected extensive data on the structural and equipment characteristics of the facilities and analyzed the performance of energy efficiency improvements and for loa5 source documents

Activities Performed: Evaluated commercial energy efficiency systems using advanced empirical regression modeling. Building management software required development of new savings algorithms5 source documents

Free Ridership Estimation (2016-Present) Price elasticity regression modeling to estimate free ridership for retail lighting discount programs. Performed analysis for a range of utilities, i5 source documents

Activities Performed: Completed analyses of innovative mechanical engineering applications. Measures included HVAC control systems, new evaporative cooling systems, and solar thermal systems5 source documents

Of particular relevance to this submittal, we have performed numerous state-of-the-art projects relating to impact and process evaluations of energy efficiency and demand response programs. 4 source documents

Better Buildings Neighborhood Program Comprehensive Evaluation, 2012-2015: Managed the initial stages of a large project with multiple partners to evaluate a program funding 41 grantees thro4 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has performed program performance benchmarking to contextualize program performance and design. The types of benchmarking performed4 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has evaluated the residential behavioral demand response program for a client in Pennsylvania since its inception as a pilot progra4 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** team developed actionable recommendations for mitigating risk related to large Custom C&I projects. Recommendations included period4 source documents

Activities Performed: Developed end use load shapes of commercial and residential buildings in California for use in forecasting. Advanced statistical models were used on aggregated meter da4 source documents

Detection of Climate Signals in Dust Cores (2010-2011). **[MISSING: credentialed individual - ask Proposal Lead]** developed and won funding for research into the detection of large climatic4 source documents

We have conducted spot metering, short-term monitoring, and long-term monitoring using a variety of monitoring equipment and monitoring protocols.4 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has developed stratified random samples for commercial and industrial rebate programs, with the sample frame stratified by energy s4 source documents

and Industrial Rebate Program. Under this evaluation effort, **[MISSING: credentialed individual - ask Proposal Lead]** provided estimation of gross and net impacts, and4 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** led multiple projects that involved the modeling of stormwater control systems and preparing the reports required by the permitting4 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has developed and managed many surveys to assess installation trends, customer decision-making, program satisfaction and processes,4 source documents

Assisted with evaluation of the portfolio of programs, including desk reviews and custom analyzes using IPMVP Options A,4 source documents

His team developed actionable recommendations for mitigating risk related to large Custom C&I projects, including Strategic Energy Management projects. Recommendations included periodic eval4 source documents

We have monitored energy use in a variety of facility types, including office buildings, retail stores, grocery stores, restaurants, hospitals, schools, warehouses, etc.4 source documents

and 38 more in this section

Personnel Bio 65 blocks

During the mid-1980s, **[MISSING: credentialed individual - ask Proposal Lead]** developed the first hourly building simulation modeling software that worked with the first generation of mic14 source documents

Prior to co-founding ADM Associates, **[MISSING: credentialed individual - ask Proposal Lead]** conducted energy-related analyses at United Technologies Research Center and Hittman Associate13 source documents

Resumes detailing the education, background, recent experience, and specific technical accomplishments of each member of the project staff are provided in this Appendix.13 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has over 35 years of business and academic experience in economic analysis, survey design, and statistical analysis.11 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has extensive experience with the use of simple instrumentation for monitoring energy use in commercial and industrial facilities. 11 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has participated in the collection of whole-building and end-use electric and gas consumption data for commercial and industrial fa11 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has performed many energy audits - assessing current energy usage, and identifying potential energy savings. He has visited commerc11 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has over seven years of experience in leading and performing process evaluations, net impact evaluations, and evaluations of behavi11 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has designed surveys of customers and trade allies for commercial and industrial programs, including the Ameren Missouri Business E10 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** is a Senior Analyst with four years of academic and professional experience in econometric analysis, program evaluation and mathema10 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** is a Senior Analyst with over seven years of professional and academic experience in economic analysis, survey design, and statisti9 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has significant experience in Advanced Instrumentation Including Testing and developing procedures. These procedures include use of9 source documents

Junior Data Analyst (2016 – 2016). Managed a national energy database to help homeowners become more energy efficient. Directly supported the Project Manager and CTO using Excel, MySQL and L9 source documents

He is responsible for the implementation of end-use monitoring projects of all levels of complexity, including installing and removing monitoring and data-logging equipment, and verifying, r9 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has experience with performing analysis of various types of survey data. Through this analysis he identifies key trends in the data8 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** is a Senior Electrical Engineer with over twenty years of experience in the fields of data collection and energy management.8 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** is an Analyst with over five years of professional experience in economic analysis, survey design, and statistical analysis.8 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has experience with analysis of survey data in excel spreadsheets. Through this analysis she identifies key trends in the data and 8 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has more than 31 years of professional experience in design and implementation of monitoring, metering, and performance testing of 8 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has experience in data analysis, including development of regression models and utilization of statistical methodologies to ensure 8 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has more than 45 years experience of business and academic experience in economic analysis, survey design, and statistical analysis8 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** is an Analyst with over four years of professional experience in economic analysis, survey design, and statistical analysis.8 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has extensive experience in the computation of energy savings associated with a variety of lighting technologies. He has used monit7 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** skills include DSM program design and implementation. He developed and executed residential energy conservation initiatives such as7 source documents

Arkansas Energy Office (2018–Present). **[MISSING: credentialed individual - ask Proposal Lead]** leads the evaluation of the statewide Energy Efficiency Arkansas educational program. Evalua7 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** possesses more than a decade of experience in leading comprehensive, long-term program portfolio evaluation projects as well as sho7 source documents

Thermal Energy Storage Research (2008-2012). **[MISSING: credentialed individual - ask Proposal Lead]** worked as a mechanical engineer to complete the Department of Energy research grant fo6 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has extensive experience working in multiple sectors including commercial, industrial, public facilities, agricultural, and residen6 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** worked as an Energy Engineer specializing in evaluating energy conservation measures (ECMs) and performing the commissioning servic6 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has ten years of professional experience and has been conducting engineering analyses for three years, and has worked in renewable 6 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has nine years of experience in both academic and professional settings. At ADM, she has lead and performed impact evaluations. Thr5 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has over 10 years of professional experience. He directs comprehensive portfolio planning, research, and evaluation services for nu5 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has over 28 years of experience in design and implementation of monitoring, metering, and performance testing of end-uses for resid5 source documents

Provided scientific support to Principal Investigators on a variety of research and evaluation projects in the intersection of housing and health, the built environment, and healthcare trans5 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has more than nine years of mechanical engineering experience with expertise in evaluating commercial and industrial energy efficie5 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** was responsible for collection and analysis of whole-building and end-use electric and gas consumption data for residential, commer5 source documents

As Principal Engineer, **[MISSING: credentialed individual - ask Proposal Lead]** was responsible for overseeing all engineering design and analysis projects for the company. Project scope r4 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has participated in several evaluations of technology in respect to customer acceptability, and the appropriateness of the applicat4 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** supported regulatory filings, provided written and oral responses to data requests, and represented evaluation topics in stakeholde4 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has nine years of experience in leading energy program impact evaluation. He has overseen engineering, manages impact evaluations, 4 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has over 10 years of professional experience with experience in project coordination and management, study design, statistical anal4 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has led the gross impact evaluation for energy efficiency program evaluation for clients in California, Ohio, and Pennsylvania. Thi4 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has 10 years of professional experience in the engineering and management of energy efficiency programs, renewable and thermal ener4 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** is an Economist with over nine years of professional and academic experience in economic analysis, survey design, and statistical a4 source documents

As an Environmental Engineer, **[MISSING: credentialed individual - ask Proposal Lead]** provided technical assistance on site investigation and remediation. She conducted field work, includ4 source documents

During his time with ADM, **[MISSING: credentialed individual - ask Proposal Lead]** has provided technical oversight and guidance in the realms of evaluation planning, data collection, anal4 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has over 10 years of professional experience. He directs comprehensive portfolio planning and evaluation services for numerous clie4 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has over 10 years of experience in energy program evaluation. During this time, he has provided comprehensive portfolio planning an4 source documents

efficient. Directly supported the Project Manager and CTO using Excel, MySQL and Linux for data interpretation and review4 source documents

Instructor – ENGR660 – Fundamental of Biofuels. **[MISSING: credentialed individual - ask Proposal Lead]** is the instructor of online graduate level course on the production of transportati4 source documents

Cleco Power Wise (2018-Present). **[MISSING: credentialed individual - ask Proposal Lead]** assists with process evaluation and conducts program staff in-depth interviews, trade ally intervi4 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has also been significantly involved in data center energy efficiency and HVAC projects, such as upgrading, maintaining, and resolv3 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has analyzed building and process equipment energy usage for commercial, industrial, agricultural, and residential evaluation progr3 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has 10 years of professional experience and has supported survey development, analysis of large data sets and the development of de3 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** is an Economist with over (7) seven years of professional and academic experience in economic analysis, survey design, and statisti3 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has over 30 years of professional experience conducting field data collection, on-site interviews, and electrical metering of comme3 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has seven years of professional experience and has supported survey development, analysis of large data sets and the development of3 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has several years experience with STATA, SPSS and GRETL programming. **[MISSING: credentialed individual - ask Proposal Lead]** has3 source documents

Standard practice is to assume a CV of .50 for homogenous programs (such as residential programs). In this instance, the required sample for 90/10 is (1.645 * .5/.1)2 = 68. For programs with3 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has over 10 years of professional experience and focuses on managing several process and impact program evaluations, applied resear3 source documents

and 5 more in this section

Qualifications 59 blocks

**[MISSING: credentialed individual - ask Proposal Lead]** has completed numerous process evaluations of residential and nonresidential energy efficiency programs. The types of programs he h11 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has experience in the estimation of program net-to-gross ratio, participant free ridership and free drivership, and non-participant10 source documents

Moreover, we have the capabilities for evaluating the performance of specialized, state-of-the-art energy efficiency measures and technologies for refrigeration, motors, and other energy eff9 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has used fan affinity laws to develop energy savings associated with variable speed drives on centrifugal fan and pump loads. Altho9 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has widespread experience in data analysis and in constructing multi-variable regression models utilizing various functional forms.9 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has experience with SAS programming and SQL. In addition, **[MISSING: credentialed individual - ask Proposal Lead]** has used VB to8 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has analyzed thousands of monitored data. He has a unique perspective to understand the signals recorded by monitoring systems and 8 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has developed and written site visit plans for verification of installed savings measures at commercial sites. These plans list the8 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has a vast amount of experience with data analysis and creating multi-variable regression models using a variety of methods.8 source documents

We have experience and full-service capabilities for monitoring both whole-building and end-use energy use. We have one of the largest in-house monitoring staffs in the country, with skills 8 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has extensive experience conducting studies of a wide variety of industries. These studies comprised of phone interviews with busin8 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has counseled numerous governmental and private industry clients, delivering recommendations related to strategic issue management,7 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has developed and managed many surveys to assess customer decision-making, program satisfaction and processes, implementation fidel7 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has evaluated numerous behavioral programs including home energy report programs, audits, and various education and training progra7 source documents

Our team of engineers, social science researchers, and analysts has developed innovative energy research and program evaluation strategies, which have been presented at the International Ene6 source documents

We have one of the largest in-house monitoring staffs in the country, with skills in all aspects of the process, including customer recruitment, equipment installation, data collection and v6 source documents

From this work, we have demonstrated experience and qualifications in all phases of evaluating energy efficiency and demand response projects. ADM has experience in the following types of ac6 source documents

Ecotype Consulting is a green design consulting company that specialized in LEED evaluation, California Title 24 compliance and building energy evaluations.6 source documents

We have well-developed and tested procedures in place for collecting the data needed for detailed analysis of the energy performance of energy efficiency measures. The focus of our site visi6 source documents

Because we have experience with a wide variety of monitoring approaches and have an extensive inventory of monitoring equipment available for use, we can provide field monitoring very cost e5 source documents

Because we have experience with a wide variety of monitoring approaches and have an extensive inventory of monitoring equipment, we can provide field monitoring very cost effectively for thi5 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** developed procedures, and has used, building energy management systems for data collection and data trending to reduce the need for5 source documents

We have well-developed and tested procedures in place for collecting the data needed for detailed analysis of the energy performance of energy efficiency measures. The focus of our site visi5 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has over 10 years of professional experience, having providing comprehensive portfolio planning and evaluation services for numerou5 source documents

Energy analysis through computer simulation is a more sophisticated version of engineering analysis. ADM has developed DOE-2 analyses for energy use and savings for over 5,000 buildings of d5 source documents

From this work, we have demonstrated experience and qualifications in all activities that are involved in coordinating and performing evaluations of energy efficiency and demand response pro5 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has performed uncertainty and sensitivity analysis for site-specific energy efficiency analyses – characterizing how measurement an4 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has extensive experience in data analysis, and in constructing multi-variable regression models utilizing various functional forms.4 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has developed and managed many surveys for gross impact evaluation. These surveys have been administered by telephone and email. **4 source documents

We have particularly strong capabilities in developing and applying energy analysis simulation models (e.g., DOE-2) to analyze commercial and industrial end-use loads. Through this work, we 4 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has participated in the development of work products and collaboration procedures, for clients to help mitigate evaluation risk, cr4 source documents

ADM Associates, Inc. (ADM) has been in business 43 years. We are a professional services corporation providing research and consulting services in applied energy engineering and economics fo4 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has managed numerous evaluations of residential and nonresidential energy efficiency programs. The types of programs she has evalua4 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has developed innovative evaluation approaches and tools. For example, after ADM developed our kW guru™ tool to report program-leve4 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has experience designing and supporting the planning and evaluation of demand-side management programs for utilities across the Uni4 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has experience in the estimation of program net-to-gross ratio, free ridership, and participant and non-participant spillover effec4 source documents

Audiences for our work products include utility companies, regulatory and legislative bodies, stakeholder groups, industry professionals and utility customers. As a result, our staff members4 source documents

Coordinated with analysts, partners, and clients to conduct multiple systematic literature reviews, involving comprehensive data analysis, as well as abstract, poster, and manuscript publica4 source documents

The typical LEED credits done by **[MISSING: credentialed individual - ask Proposal Lead]** were the energy model and design compliance which is a requirement for all LEED projects.4 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has evaluated numerous behavioral programs for the residential sector. This work has consisted of using billing analysis approaches4 source documents

In this section we provide examples of current and past projects demonstrating the experience and qualifications of ADM.4 source documents

Regulatory Support. ADM has authored expert testimony in numerous hearings, including dockets in **[MISSING: credentialed individual - ask Proposal Lead]**, and Ohio. Our services build upon3 source documents

ADM has considerable experience in conducting impact evaluations of utility energy efficiency and demand response programs. As shown in Table 2-1, we are currently performing evaluations of 3 source documents

We have conducted numerous evaluations of custom energy efficiency measures and programs using this site-specific approach and are therefore well-equipped to apply any of these methods of an3 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has developed several participant survey instruments for incentive and training programs. These surveys were developed to assess cu3 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** experienced and knowledgeable approach to all clients will help you make a decision that will fit your needs and your budget.3 source documents

ADM has considerable experience in and capabilities for managing complex EM&V projects. ADM is currently conducting EM&V studies for over 300 programs in 17 states, with utility companies ra3 source documents

ADM has considerable experience in conducting impact evaluations of utility energy efficiency and demand response programs. As shown in Table 1-1, we are currently performing evaluations of 3 source documents

In 1979, ADM’s founding principals, **[MISSING: credentialed individual - ask Proposal Lead]** and **[MISSING: credentialed individual - ask Proposal Lead]**, formed ADM Associates after det3 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has compiled numerous whole building and campus-style energy simulation models. These models were calibrated using site-specific de3 source documents

Management Decision Analysis, Financial **[MISSING: credentialed individual - ask Proposal Lead]** Process, Marketing Management, Managerial Accounting, Economics for Managers, Strategic Hum3 source documents

Our staff has considerable experience in managing complex projects and multi-disciplinary teams. We also maintain a working relationship with several additional consultancies to provide a br3 source documents

ADM is the longest-running energy evaluation firm in the United States still operating under its founding leadership. On the foundation of the innovative work undertaken since 1979, we conti3 source documents

ADM has considerable experience in and capabilities for managing complex EM&V projects. As shown in Table 6-1, we have performed evaluations of over 210 residential, commercial, industrial a3 source documents

The implementation team’s engineers tend to incorporate some evaluation best practices in their work and apply these methods to other non-prescriptive projects that may be below the “certain3 source documents

ADM Associates is a professional services corporation providing research and consulting services in applied energy engineering and economics to clients throughout the United States and Canad3 source documents

Provide a general description of your firm, its background and experience in projects similar to your proposal. List all affiliated entities, including holding companies, subsidiaries, and p3 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has completed process evaluations of residential and non-residential programs. The activities have included interviews and surveys 3 source documents

ADM’s team of professionals includes subject matter experts in multiple disciplines, with extensive experience in conducting energy-related research and program evaluation. We have strong pr3 source documents

Understanding Objectives 55 blocks

Building Energy Management Systems for data collection and data trending, to reduce the need for installation of sensors and logging equipment;9 source documents

Determining if the program has led to lasting changes in customer behavior regarding energy efficiency or influencing customer decision-making; and9 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has almost a decade of experience and possess an excellent understanding of evaluation, market research and resource planning. This8 source documents

Help program designers and managers structure programs to achieve cost-effective savings while maintaining high levels of customer satisfaction;7 source documents

“If a financial incentive had not been available through the Program, how likely is it that you would have installed the measure anyway?”7 source documents

“Would you have gone ahead with this planned installation of the measure even if you had not participated in the Program?”7 source documents

Price. Are retailers passing on the program incentives to customers through reduced prices? How does the actual, reduced incremental cost compare to assumed incremental cost values?7 source documents

For other programs, the ultimate population of program participants is relatively small, and the entire population of participants will be known only gradually over time as program implement7 source documents

Perceptions. How to customers perceive energy efficient appliances – do they see higher value and worth? Are they willing to pay more for energy efficiency?6 source documents

Identifying programs that may have difficulty achieving desired market penetration (For example, we indicated that co-payments for audits or low-cost measures in the small-commercial sector 6 source documents

Online Audit Kits subprogram: Distributes energy conservation kits after participant takes a web-based energy audit. Kits contain LED light bulbs, LED nightlights, furnace whistles, and low-6 source documents

Using engineering analysis and modeling techniques to analyze and determine the energy and demand savings attributable to measures installed through energy efficiency and demand programs.6 source documents

Satisfaction with the program's "process," including ease of understanding program requirements and process, clarity and ease-of-use of application forms, timeliness of each step5 source documents

Benefits for the Societal Cost Test are defined to include avoided externalities such as avoided environmental or social externalities costs and non-price benefits for program participants.5 source documents

Program success needs to be measured in metrics beyond sales and energy savings. Mid-stream programs have leading Key Performance Indicators (KPIs) that precede any impact in sales, and are 5 source documents

More recent work has also defined a Societal Cost Test, which is the same as the TRC test but with expanded definitions for benefits and costs.5 source documents

For Public Service Company of Oklahoma (PSO), we are evaluating a portfolio of energy efficiency programs for residential, commercial, and industrial customers. Our EM&V work addresses diver5 source documents

What are the key drivers of recommendation uptake? Are there customer characteristics that are indicative of higher uptake?5 source documents

study to assess the effect of survey mode (phone, web, and paper) on response rates and survey responses to a 2018 study4 source documents

Drawing on the information developed through the impact, process and cost effectiveness evaluations, we address the issues pertaining to program performance.4 source documents

Because of the extensive on-site work that we have done, we have a good understanding of the nature of the data that need to be collected during site audits and the procedures to use to coll4 source documents

Provide support for development of a portfolio tracking system capable of providing program and project data in a form required for evaluation purposes; and4 source documents

A program theory is essential for understanding the linkages between program outputs, program outcomes, and program impacts; assessing the adequacy of program designs, conducting early asses4 source documents

First, trade allies serve an important role, not just in delivering services through the programs, but as a vehicle through which the market for such services is transformed. It is important4 source documents

to develop a forecast model where internal sales data held by the credit card company could be used as a leading indicator4 source documents

Program, a large project with multiple partners to evaluate a program funding 41 grantees throughout the U.S. to implement4 source documents

more than 7,000 Oregon utility customers in to assess residential customer awareness of Energy Trust and its offerings as4 source documents

The Customer Action Program market research study includes the acquisition of approximately 200 participants a year with claimed energy savings across numerous energy savings measures accord4 source documents

evaluation of the program, which educates over 3,000 customers annually on low-cost measures, practices, or behaviors to4 source documents

We review the sufficiency of the data for use in management, marketing, impact assessment, and other needs. We assess whether the data that are tracked are sufficient for management and othe4 source documents

Values that are not verified and for which an alternate value condition cannot be established at this time (Measures in this category can be considered as custom measures)4 source documents

Review program documentation to evaluate if additional information should be collected in order to support future program evaluations.3 source documents

We conduct a document and database review to evaluate the adequacy of data collection procedures for serving the information needs of staff and other involved parties. This effort includes g3 source documents

Evaluation and Regulatory Support with involved stakeholders. In many states, the EM&V process can involve many parties outside of the utility and evaluation contractor. In such contexts the3 source documents

We emphasize and develop our staff’s ability to develop a complete understanding of each program or project. This allows us to identify appropriate baselines, approaches to data collection, 3 source documents

What percentage of the recycled appliances would have been permanently removed from the electric grid even in the absence of the program?3 source documents

The process evaluations will focus on documenting the effects that each program activity had on encouraging installations of the energy efficiency measure, or influencing the customer to mak3 source documents

Grid management and related forecasting is more complex than ever before. Supply resources are more varied and volatile in time. Demand profiles are changing, and in large part due to electr3 source documents

offerings as well as energy-related attitudes and barriers to taking actions and how those relate to program participation3 source documents

Reviews the program tracking databases input and report generation processes to evaluate whether the processes can be simplified and still achieve the same or superior impact.3 source documents

Review program documentation and the documentation process to evaluate whether the process can be simplified and still achieve the same or superior impact.3 source documents

Avoided Cost Transmission & Distribution (T&D): This represents the amount of money [$/kWh] that would be saved through T&D of one less unit of energy.3 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has more than 7 years of experience and possess an excellent understanding of evaluation, market research and resource planning. Th3 source documents

Avoided Cost of Natural Gas: This represents the amount of money [$/therm] that would be saved by avoiding the generation of one less unit of natural gas.3 source documents

Non-technical stakeholders include the subset of interested parties who are not necessarily well-informed regarding energy issues, energy policy, or the sciences.3 source documents

registering and maintaining eligibility for the program as well as the impact of the program on customers’ winter season3 source documents

Oversees process evaluations activities across three residential and nonresidential energy efficiency program portfolios. Reviews and provides guidance on development of evaluation plans, su3 source documents

Outside parties are given a forum to weigh in on key issues pertaining to energy efficiency, and perhaps advise or critique current program plans.3 source documents

Having conducted evaluations of numerous energy efficiency programs, we recognize that a well-designed data systems for tracking program participation and activities is key to effective prog3 source documents

Having conducted evaluations of numerous energy efficiency programs, we recognize that a well-designed tracking system is a key tool for accomplishing effective program delivery, monitoring,3 source documents

Are the same definitions being used across the different collection systems (definitions such as ‘project’, ‘end-uses’, etc)?3 source documents

What percentage of actions taken in response to the HER are repeated actions (turning off the lights when leaving a room), structural changes (installing an energy efficient furnace), or int3 source documents

Having conducted evaluations of numerous energy efficiency programs, we recognize that a well-designed tracking system is key to effective program delivery, monitoring, verification and eval3 source documents

Process evaluations are used to assess the efficiency and effectiveness of existing and future energy efficiency programs, the portfolio as a whole, systems, processes, procedures, business 3 source documents

understanding of the scope, size, characteristics, and needs of the low-income households in California that are eligible for3 source documents

Work Plan Tasks 45 blocks

Existing resources are redistributed across the programs to maximize their availability. Resource requirements are again summed across the programs to identify shortfalls.16 source documents

In this evaluation effort, **[MISSING: credentialed individual - ask Proposal Lead]** is managing estimation of gross savings impacts, estimation of net-savings impacts using surveys and non13 source documents

Installing field monitoring equipment, collecting data, and removing data collection equipment without interfering with the customers workflow; and7 source documents

We use more detailed spreadsheets to project when resources were needed for each program and each task. These spreadsheets include the identification of reporting and other requirements with7 source documents

The findings from this review will be summarized in an overall assessment of the effectiveness of current program materials, which will be summarized in the annual report. Moreover, these fi6 source documents

Appliance Turn-In program: Provides incentives for the permanent removal of older, inefficient appliances from the electric grid. **[MISSING: credentialed individual - ask Proposal Lead]** i6 source documents

The scope of the process evaluation activities for each year will be determined based on the findings and recommendations from the previous process evaluation results. In all cases, the reco5 source documents

School Education Kits: Distributes energy conservation kits at the request of the parents of school children. Kits contain LED light bulbs, LED night lights, furnace whistles, and low-flow f5 source documents

In the subsequent years, our team will conduct more focused process evaluations consisting primarily of a review of program databases and conducting in-depth interviews with utility staff an5 source documents

Project Directive: At the start of each project, a project directive is prepared, reviewed, and distributed to all project staff. The project directive prepared at the start of a project is 5 source documents

An ex ante review procedure was developed and implemented to mitigate evaluation risk for above threshold projects. Impact evaluation tasks include multivariate sampling methods, pre-constru4 source documents

Upon approval to customer contact, ADM will engage the customer and establish a convenient time and date for the on-site work. During the scheduling process we inquire if any specialized per4 source documents

Based on the outcomes from this meeting we prepare a final Statement of Work. This Statement of Work will become part of the contract and will become the basis for this evaluation.4 source documents

We use more detailed spreadsheets to project when resources are needed for each program and each task. These spreadsheets include the identification of reporting and other requirements with 4 source documents

Task 3 is to develop and implement appropriate quality assurance/quality control (QA/QC), inspection and due diligence procedures for each program. This will include reviewing and, if approp4 source documents

This chapter provides a discussion of our overall strategic approach regarding the project management, administration, and implementation of tasks consistent with the Statement of Work for t4 source documents

We begin the work in Task 3 by preparing an action plan that describes how the QA / QC services will be provided. The action plan provides timelines, deliverables, reporting schedules, and q4 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** was involved in a project for SCE to characterize the lighting performance of LED desktop task lighting, and to quantify the potent4 source documents

Project Directive: At the start of each project, a project directive is prepared, reviewed, and distributed to all project staff. At the start of a project, the project directive is a baseli4 source documents

We begin preparation of a work plan for a program by examining documentation for that program to identify the types of energy efficiency measures from which savings are expected to be realiz4 source documents

As part of this task, we also review the implementation contractors’ program theories and logic models to identify problems or issues with the logic models with respect to their ability to m4 source documents

Following the meeting, we prepare our action plan for performing the QA / QC work. An important aspect of preparing this action plan is to identify when personnel with different skills will 4 source documents

This section presents and discusses our approach to accomplishing the tasks in the Scope of Work that FirstEnergy has specified for the EM&V effort. These tasks are as follows.3 source documents

Task 5.3 is to conduct process evaluations in accordance with the evaluation plan and specifications developed and approved in Task 2 and with the verification and due diligence procedures d3 source documents

The same tools that we use to develop the overall evaluation scope of work, budget, and timeline serve as a high-level guide to our project execution. With these tools serving as basic guida3 source documents

to facilitate program evaluation. Under this scope of work, **[MISSING: credentialed individual - ask Proposal Lead]** provided comprehensive support to the Illinois DCEO3 source documents

Work with client staff to obtain copies of all program documentation and understand the intended purposes for the documentation.3 source documents

This subtask involves the development of project evaluation protocols, data collection instruments, and materials associated with data requests. Although there is considerable flexibility as3 source documents

Within five days after the project initiation meeting, we revise the Statement of Work to take into account the issues raised and the comments and recommendations made during the project ini3 source documents

Task 5 is to conduct evaluations of program impacts. Our approach to the planning activities and the analysis were discussed above.3 source documents

We use detailed spreadsheets to project when resources are needed for each program and each task. These spreadsheets include the identification of reporting and other requirements with fixed3 source documents

To begin the work on Task 1, we review the requirements for the evaluation framework. As specified in the RFP, these requirements include the following:3 source documents

9 Most site visits will only require one to three hours of on-site work, but verifications of extensive projects in universities and3 source documents

Please provide a detailed project timeline according to your proposed tasks. Be prepared to walk through and discuss it.3 source documents

The findings from this review will be abridged and included in an overall assessment of the efficacy of current program materials, which will be summarized in the annual report. Moreover, th3 source documents

cost-benefit analysis, site-level M&V report writing and analysis, and participant satisfaction analysis using survey data.3 source documents

ADM’s approach for ensuring support for critical deadlines is based on several factors. First, we ensure high visibility of this task. Guiding and monitoring the provision of support for cri3 source documents

Historically, the most likely time of the year for official updates to the Evaluation Framework is early summer. The level of effort associated with this task is modeled to require effort th3 source documents

In the subsequent years, our team will conduct more focused process evaluations consisting primarily of a review of the program database and conducting in-depth interviews with utility staff3 source documents

As a second major aspect of this task, we review the program theories. We examine and validate the program theories provided by the implementers and, if appropriate, offer assistance to them3 source documents

provide timely guidance, support, and solutions for any evaluation task that is straying from the required schedule or rate of activity3 source documents

ADM will prepare consumption data for each measure’s billing analysis tasks. The following steps will be taken to prepare consumption data for each measure analysis:3 source documents

After we have collected the data, we analyze the savings according to the guidelines and program-specific plans developed in Task 2.3 source documents

The various activities we undertake for the impact evaluation are shown in Figure 3-3. We address the various activities in the following discussion.3 source documents

Project directive: a project directive is prepared at the start of a project and distributed to all project staff. The project directive establishes a plan that sets forth overall parameters3 source documents

Sampling Analysis 39 blocks

A site-specific M&V approach involves (1) selecting a representative sample of customers or sites that participated in a project; (2) determining the savings for each customer or site in the13 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has experience performing statistical sampling for numerous program impact evaluations. **[MISSING: credentialed individual - ask P12 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** is a Senior Analyst with over six years of professional experience in statistical analysis, economic analysis, and survey design.10 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has performed statistical analysis of survey data, administrative data sets, and publicly available data sets. The types of analysi10 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has considerable experience in using SAS, Stata, and other statistical analysis software as part of quantifying program energy impa10 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has conducted statistical sampling procedures, having designed samples for a vast array of program types. **[MISSING: credentialed 10 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has experience in using SAS, Stata, SPSS, and other statistical analysis software as part of quantifying program energy impacts.9 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has experience with simple random sampling, stratified random sampling, and multi-stage sampling designs. He is also experienced wi9 source documents

Assistant Geologist (2017 – 2017). Led field sampling for geotechnical and environmental reports. Conducted historical research on property before site visits. Analyzed laboratory soil sampl9 source documents

In these evaluation effort, **[MISSING: credentialed individual - ask Proposal Lead]** is managing sample selection and conducts statistical analysis, engineering analysis, building energy s8 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has developed stratified random samples for commercial and industrial programs, with the sample frame stratified by energy savings.8 source documents

Evaluation of energy efficiency and demand reduction programs requires solid data on important customer attributes. However, data collection has been characterized as the “Achilles’ heel” of8 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has developed stratified random samples for commercial and industrial programs, with the sample frame stratified by energy savings.8 source documents

In such cases, we have found that an effective sampling plan is to select sites with large savings with certainty and to take a probability sample of the other sites. This means that one wil7 source documents

In the protocols, we specify how the documentation will be used to identify the measures being verified. Based on the types of measures, level of verification and monitoring, we also specify6 source documents

The use of random sampling is widespread and is quite appropriate in programs where there are a large number of participants adopting the same basic practice or technology. In particular, pr6 source documents

To estimate total verified savings for a program, the estimates of verified savings for the different strata are summed. Note that this gives a realization rate at the program-level that is 5 source documents

It is expected that data for all participants are used in the billing analysis regressions, but the actual sample sizes will depend on the quality of the billing data. The advantage of billi5 source documents

Using engineering and/or statistical analysis and modeling techniques to analyze and determine the energy and demand savings attributable to measures installed through energy efficiency and 5 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has performed statistical analysis and econometric in support of gross impact analysis of behavioral programs and other building re4 source documents

We obtain the primary data needed to estimate savings and kW impacts by making on-site visits to a sample of sites. Some site visits are made to verify the installation of measures with deem4 source documents

For each program, we prepare two sets of sampling plans for selecting samples of customers or projects for measuring and analyzing savings; one set for collection of data through telephone s4 source documents

The data collected from the tracking system and on-site visits will be used to support two estimates of program impacts: an ex ante gross impacts estimate (from the tracking system) and the 4 source documents

We obtain the primary data needed to estimate electric impacts by making on-site visits to a sample of sites. We use site visits to accomplish two major things. First, our field personnel ve4 source documents

For each program, we prepare a sampling plan for selecting samples of customers or projects for measuring and analyzing savings. Our criteria and approaches for preparing these sampling plan4 source documents

In surveys of participating customers, we speak with a random sample of program participants by telephone using CATI software. The sample will be stratified following sampling plans prepared4 source documents

The second step is to devise a metering and project-level sampling plan. For certain projects, notably ones in universities and hospitals, it may not be possible to verify every fixture upgr4 source documents

Craft clearly written M&V methods sections for each report, including but not limited to data collection, sampling strategy, calculations and analysis, findings and any other methodologies r4 source documents

For programs with homogenous participation (specifically, residential programs), this tracking data should be adequate for development of a sample which would provide 90% confidence and ±10%3 source documents

Participating Store managers will be selected to represent a mix of retailers and products. Storefronts/retailers that represent a higher percentage of program sales will be prioritized to p3 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has performed a number of statistical analyses during his career. The techniques employed have varied dependent on the research que3 source documents

For each program, we prepare a sampling plan for selecting samples of customers or projects for measuring and analyzing savings. Our criteria and approaches for preparing these sampling plan3 source documents

We expect to collect some important items of data needed for the analysis of gross savings through monitoring at a sub-sample of the sites selected for the on-site data collection. The sites3 source documents

We use a sample design for selecting sites for the evaluation sample that takes such skewness into account. With this approach, a number of sites with large savings are selected for the samp3 source documents

In order to determine average operating hours for retrofitted fixtures ADM uses Time-of-Use (TOU) data loggers to monitor a sample of “last points of control” for unique usage areas in the a3 source documents

Results from the monitored sample are used to calculate the average operating hours of the metered lights in each costing period for every unique building type/usage area.3 source documents

A detailed data request on a sub-sample of the participant samples will be submitted to obtain the energy audit reports for two populations, electric and non-electric heated homes. The energ3 source documents

Corporate retailer interviews will represent the key participating retailer corporate contacts. We have assumed that there are at least four large retailer corporate contacts, but the sample3 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** responsibilities at Innovologie include project management, data collection, statistical analysis, survey development, and report w3 source documents

Dei Supplier Diversity 34 blocks

For some programs there will be large numbers of program participants, but the entire population of participants will be known only gradually over time as program implementation proceeds. Fo11 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has experience in performing simple and stratified random sample selection for a number of commercial and industrial energy efficie9 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has experience using simple instrumentation on a number of projects. Some of this instrumentation includes temperature and humidity8 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has experience in performing simple and stratified random sample selection for a number of commercial and industrial energy efficie8 source documents

We consider the number and complexity of the measures and technologies being promoted through a project as a factor in determining the savings estimation approach. For example, if multiple m7 source documents

On the other hand, projects for commercial/industrial customers usually have smaller numbers of participants, and some of the customers who do participate can be relatively large with unique6 source documents

One factor in choosing the approach to estimating savings is differences between residential and commercial/industrial energy efficiency projects is the numbers and characteristics of partic6 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has performed building energy simulations using eQUEST software for a number of clients. One of the more recent examples includes c6 source documents

As the Director of Engineering, **[MISSING: credentialed individual - ask Proposal Lead]** served as a member of Executive Steering and Senior Advisory Committees. He coordinated with other 6 source documents

We recognize that our reports will be read by a number of audiences, including people who are not evaluation professionals but who are interested in or need to know the report's focus and ke5 source documents

Timesheets: To control labor expenditures, each staff member completes weekly timesheets, in which hours worked are charged against specific contracts, by subtask. Timesheets are reviewed by5 source documents

Accordingly, we write executive summaries for our reports so that they can be understood by all audiences. We include a number of charts and tables to provide information snapshots as well. 5 source documents

Provide technical experts for hearings, workshops and other meetings, and prepare technical information for possible inclusion in meetings and reports;5 source documents

Any parameter not directly based on the physical building or its equipment represents a degree of freedom that can be used to calibrate the model against the facility’s utility bills. By var5 source documents

While NMBE and CVRSME are helpful in describing uncertainty in the final savings, uncertainty in the simulation inputs must be minimized as they are not captured by these metrics. All softwa4 source documents

There have been many cases where a set of technically well-developed standards and protocols become very cumbersome to complete by the field staff, or sometimes the testing or measurements c4 source documents

Projects for residential customers usually have larger numbers of participants, who can be expected to show a fair degree of homogeneity. For such projects, the large scale data analysis app4 source documents

These policies and the annual staff review serve to foster and continue ADM’s culture of inclusion. ADM is committed to this as we find that in addition to the inherent ethical value of doin4 source documents

Any entity or person submitting a proposal shall submit a copy of its current Equal Employment Opportunity Policy as a condition precedent to accepting a proposal or entering negotiations fo4 source documents

The baseline and post-installation average demands are calculated by dividing the total kWh usage during the peak period by the number of hours in the peak period4 source documents

We consider the differences between residential and C&I energy efficiency projects in terms of participation levels, energy savings, and characteristics of participants. Projects for residen4 source documents

1 Participant populations were estimated from the 2024 Annual Conservation Plan, making some assumptions about the mean number of measure units per participant and3 source documents

We will report the number of retained customers in the analysis groups, after each step to identify issues or possible sources of bias.3 source documents

These practices represent a significant investment in time and expense in identifying staff as well as in committing to a longer training period for them to acclimate to our work, and has be3 source documents

(5) While overall authority for implementing this policy is assigned to the Human Resources Manager, an effective equal employment opportunity program cannot be achieved without the support 3 source documents

ADM has been in the business of providing energy research and evaluation services for forty years. Our full-time staff currently numbers 87, including:3 source documents

(2) ADM Associates, Inc., if required by law, will establish a written affirmative action program to achieve prompt and full utilization at all levels and in all segments of the workforce of3 source documents

For some programs our experience has been that the distributions of savings will often be positively skewed, with a relatively small number of projects or facilities accounting for a high pe3 source documents

Our project managers are deeply involved in the day-to-day evaluation process. The proposed project manager typically evaluates at least 5% of all sampled projects across the entire portfoli3 source documents

professional development plans for individual team members, together with contingency plans for evaluation team assignments (i.e., roles and responsibilities), to ensure that there is logica3 source documents

(3) The Human Resources Manager, who reports directly to the President on matters relating to this policy, is responsible for formulating, implementing, coordinating, and monitoring all effo3 source documents

(4) Any communication from an applicant for employment, an employee, a government agency, or an attorney concerning any equal employment opportunity matter should be referred to the Human Re3 source documents

(6) Complaints of discrimination will be handled and investigated under ADM Associates, Inc.’s dispute resolution policy unless special procedures are considered appropriate. All complaints 3 source documents

(b) Developing policy statements, required affirmative action programs, and recruitment techniques designed to comply with the equal employment policies of ADM Associates, Inc.;3 source documents

Staffing Organization 23 blocks

Where possible the shortfalls are redistributed across the projects to avoid delays and determine the FTE and PTE personnel and equipment requirements.13 source documents

Weekly Planning Meetings: Each week the project team meets. In the meeting, specific technical progress is reviewed. Specific assignments are made for the coming week. Performance to date is13 source documents

For measures for which deemed savings values are not available, we use site visits to accomplish two major things. First, our field personnel verify that the energy efficiency measures for w8 source documents

Our team is organized both to perform the individual evaluation efforts and to coordinate the efforts to inform and enhance program design and implementation. Our team assignments for the pr7 source documents

Our field personnel also take photographs of a site and of its electrical and mechanical systems during the on-site visit. Our experience has been that photographs taken during a visit are a6 source documents

New Homes: Provides incentives to home builders who engage in advanced building practices, install Energy Star lighting and appliances, and who work with HERS raters to certify air leakage r6 source documents

Energy Efficiency Kits subprogram: Distributes energy conservation kits containing LED light bulbs, low-flow faucet aerators, low-flow showerheads, LED nightlights, and furnace whistles. **[6 source documents

We have considerable experience in working with utility and implementation contractor personnel to ensure that energy efficiency projects are acceptable and conforming with program requireme6 source documents

If a site is selected for field monitoring, the field personnel will have all the proper equipment available for installation at the time of the visit. We install the equipment with minimal 6 source documents

Energy Efficient Products, Consumer Electronics: Provides point-of-sale discounts for Energy Star certified office and entertainment equipment through certain retail partners. **[MISSING: cr6 source documents

21 field data collection staff. This group supports EM&V efforts with collection of on-site data to support residential and non-residential impact evaluations.5 source documents

23 call center staff. ADM’s in-house call-center supports EM&V efforts with fieldwork scheduling and customer surveys. This includes a dedicated call-center manager.5 source documents

Information is presented in this section on our staffing for the project. Descriptions of the general qualifications and recent experience of key personnel with similar projects are provided5 source documents

As the project manager for the NVE Residential AC evaluations, **[MISSING: credentialed individual - ask Proposal Lead]** is responsible for overseeing all aspects of M&V activities. With a 4 source documents

Annual impact evaluations are completed under **[MISSING: credentialed individual - ask Proposal Lead]** direction, while process evaluations are typically conducted triennially. **[MISSING:4 source documents

Information is presented in this section on our key personnel staffing the project. Descriptions of the general qualifications and recent experience of key personnel with similar projects ar4 source documents

Information is presented in this chapter on our staffing for the project. Descriptions of the general qualifications and recent experience of key personnel with similar projects are provided4 source documents

Weekly planning meetings: each week the project team meets to review progress. Performance to date is evaluated for technical progress and quality. The PM reviews the staff's products and if4 source documents

Our project team has extensive experience in using all of these methods. We draw on the lessons we have learned from this experience to prepare specifications for methods that are appropriat3 source documents

If a site is selected for field monitoring, the field personnel will have all the proper monitoring and safety equipment available for installation at the time of the visit. We install the e3 source documents

Please list your firm's proposed team of consultants for this engagement. Include project roles for each individual, (i.e., management, market assessment, etc.). Also, please upload resumes 3 source documents

This chapter provides information on the qualifications and experience of ADM and its subcontractors (in Section 6.1) and the personnel from our firms that will be performing the evaluation 3 source documents

(f) Serving as liaison between ADM Associates, Inc. and government agencies, equal employment opportunity organizations, and other community groups; and3 source documents

Deliverables Schedule 23 blocks

Normally, the weakest part of any engineering calculation of savings relates to the characterization of the operating schedules of energy using equipment. In reviewing the energy savings cal9 source documents

This has required monitoring of lighting operating schedule, power consumption, and supply and return temperature in central plant systems, with **[MISSING: credentialed individual - ask Pro9 source documents

This has required monitoring of lighting operating schedules and power consumption, with **[MISSING: credentialed individual - ask Proposal Lead]** responsible for installation of monitoring8 source documents

We first collect data through interviews with the staff of the site. The interview with site staff provides information on occupancy schedules, lighting schedules, ventilation schedules, equ6 source documents

This planning effort is completed so that the evaluation managers for the individual programs are fully aware of the schedule, the critical paths in the schedules, and the implications of re6 source documents

Monthly Reviews: Each month a thorough review of project status is conducted. The review covers budget status, technical completion, schedule performance, deliverables, and client contact. I6 source documents

Ensuring that project reporting is completed according to the specifications and schedule documented or referenced in the evaluation plan;5 source documents

Similarly, there are factors whose effects on HVAC energy use are particularly important and that therefore are given special particular attention when we review the calculations for HVAC en5 source documents

Monthly Reviews: Each month a thorough review of project status is conducted. The review covers budget status, technical completion, schedule performance, deliverables, and client contact. I5 source documents

This planning effort is completed so that the evaluation managers for the individual programs are fully aware of the schedule, the critical paths in the schedules, and the implications of re5 source documents

Begin reporting early in the evaluation to stay on schedule and maintain the highest quality in all reporting deliverables.4 source documents

The protocols will have detail on how visits will be scheduled and how customers will be contacted. Specifications will be provided for the forms to be used for documenting the on-site verif4 source documents

Before work begins, subcontractors are issued a contract that includes work statement, deliverable specifications, and a schedule with milestones. Subcontractors are required to submit basel4 source documents

Similarly, certain factors that have an impact on HVAC energy use are particularly important and are given special attention when we review the calculations for HVAC energy savings. Examples4 source documents

Please attach your company's formal proposal to this section including a detailed rate schedule for all consultants that will be working on this engagement.3 source documents

Having managed many evaluation projects, we have developed detailed procedures for scheduling, managing and documenting evaluation activities. We have years of experience in managing diverse3 source documents

This planning effort is completed so that the evaluation managers for the individual programs are fully aware of the schedule, the critical paths in the schedules, and the implications of re3 source documents

The protocols will have detail on how visits will be schedule and how customers will be contracted. Specifications will be provided for the forms to be used for documenting the on-site verif3 source documents

Monthly reviews: each month a thorough review of project status is conducted. The review covers budget, technical completion, schedule, and pending deliverables. If problems are detected, a 3 source documents

Interim and Final Evaluation Report(s) will provide interim and final estimates of the net energy impacts and program cost-effectiveness achieved for three snapshots in time. These reports w3 source documents

The following chart illustrates our preliminary project timeline. We understand that modifications (including additional deliverables) may be generated during the kick-off meeting. A final t3 source documents

First Report, to cover the first year (2011): Final savings estimates are due no later than March 1, 2012, with final report due no later than March 15, 2012.3 source documents

Please detail any assumptions that you made when preparing your proposal that could impact your proposed schedule or cost.3 source documents

Pricing 20 blocks

The approach that we propose for this evaluation effort takes into account that there is a cyclical feedback loop among program design and implementation, impact evaluation, and process eval9 source documents

Using a general spreadsheet, we summarize activities and costs for the entire project. Activity levels are adjusted to conform to the available budget. This spreadsheet is rerun in “what if”8 source documents

Costs associated with the different approaches are different and therefore are also considered in choosing the savings estimation approach.8 source documents

As can be seen, we expect the feedback to be a two-way process in which we as evaluators offer information and recommendations and the program implementers have an opportunity to respond. Th7 source documents

In evaluating the savings from a program, there is usually a budget constraint that creates the need for a trade-off between measurement accuracy and statistical precision. That is, within a6 source documents

To maximize the effectiveness of the feedback, the evaluation effort needs to be occurring in real time as the programs are being implemented. The central issue for the evaluation effort is 6 source documents

Given the budgetary and time constraints for performing the evaluation work, it will be important to allocate resources and effort across programs and with respect to impact and process eval5 source documents

In addition to the above, ADM provides the fastest consulting and advisory project feedback in the industry to help our clients mitigate risk and control costs.4 source documents

An important aspect of this evaluation will be to provide early and consistently often feedback to program implementers. As shown in the preceding discussion in this task, we offer early fee4 source documents

We provide feedback to the implementers, the program mangers, and the evaluation manager concerning the program theory and logic models. For each program, we prepare a memorandum that presen4 source documents

Trust of Oregon’s Fast Feedback process for collecting net-to-gross and satisfaction responses for all programs, from a 20094 source documents

Developed original R and Excel VBA code to produce the front and back-end of R Shiny app/Excel-based economic models (i.e., cost-effectiveness analyses, budget impact models).4 source documents

Since evaluation costs associated with the different evaluation approaches are different, the costs are also included in choosing a savings estimation approach that is appropriate considerin4 source documents

Utility Project Costs: The overall annual costs for the utility to implement the program being modeled [$/yr.]. Includes incentives, administration, delivery, marketing, and EM&V. Utility in3 source documents

Retail Rate: The average cost of energy saved [$/kWh] by the customer, including demand and energy charges. Differentiated by customer segment/rate class.3 source documents

During the survey fielding, the call center manager will monitor callers to ensure quality and provide feedback to callers. For each survey, the call center manager will reiterate a standing3 source documents

Survey respondents will be asked a series of questions to elicit feedback regarding influences to their light bulb purchasing decisions. Each respondent will then be assigned a free ridershi3 source documents

Participant Costs: The incremental cost of each EE/DR measure [$/measure] incurred by the program participant before utility sponsored incentives.3 source documents

The EM&V Plan serves as the overall “blueprint” for executing the job, ensuring our ability to control the progress of the evaluation work. Given the budgetary and time constraints for perfo3 source documents

As demonstrated, we expect the feedback to be a two-way process in which we as evaluators offer information and recommendations and the program implementers have an opportunity to respond. T3 source documents

Reporting 19 blocks

Regular Updates on Process Findings. Process evaluation findings for the year-end report are revealed throughout the entire length of an evaluation effort. As with impact findings, ADM’s app6 source documents

Ad-hoc reports will document problems, resolution and urgent issues as they arise. (These reports may be linked with planned evaluation efforts or changes to planned evaluation efforts that 6 source documents

The evaluation work effort needs to be managed such that all activities are implemented in accordance with plans and that project reporting is completed according to specifications and sched5 source documents

To facilitate our extraction of data from the tracking systems, we request documentation from the implementation contractors for their data collection procedures, descriptions of their track5 source documents

Regular Updates on Process Findings. Process evaluation findings for the year-end report are revealed throughout the entire length of an evaluation effort. As with impact findings, ADM’s app5 source documents

We review reporting channels and procedures for ease of delivery and completeness. We draw on the collective experience and background of our team to determine if the reporting methodology i4 source documents

Annual Reports will verify savings and cost-effectiveness of programs from the previous program year(s). Each annual report will summarize all the work that has taken place. The report will 4 source documents

Monthly project status reports highlighting issues with evaluation activity, including problems and solutions. We also provide monthly invoices in a timely manner, submitting them with the m4 source documents

Deep capability in analytical rigor. The ADM team brings significant capability in analytical rigor. We currently conduct EM&V which requires reporting of all program savings by hour and rat4 source documents

Quarterly reports that review major findings and observations on project implementation and recommend updates to the evaluation plan, including lessons learned and early feedback to implemen4 source documents

Evaluation work needs to be managed such that all activities are implemented in accordance with plans and that project reporting is completed according to specifications and schedule.4 source documents

Monthly progress reports and invoices are submitted each month to document and bill for the work performed in the previous month. The monthly progress reports address project status, invoici3 source documents

Regular Updates on Process Findings. Process evaluation findings for the year-end report are revealed throughout the entire length of an evaluation effort. As with impact findings, ADM’s app3 source documents

Besides conducting meetings, we prepare various types of reports on the status and results of the evaluation work in order to meet final reporting requirements. We prepare and submit the fol3 source documents

Some advanced reporting tools will be used. Analysis and reporting are done in parallel using R Markdown, and these scripts will be stored in the code repository. The resulting report will b3 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** has fifteen years of experience in academic and professional settings. While at ADM, she has managed and evaluated the impacts of a3 source documents

Review the program tracking databases to evaluate compliance with and support of program reporting requirements, and determine if additional information should be collected in order to suppo3 source documents

We use the tracking system review guide to conduct a complete review and assessment of the tracking system for each program. We review each tracking system for inconsistencies, missing infor3 source documents

We will provide on-going and comprehensive support for the data tracking and reporting system. We discuss the steps of our review process below.3 source documents

Project Management 17 blocks

The project management system used by ADM Associates is specifically designed to accomplish functions felt to be the essence of sound management. These functions are:9 source documents

Project Management Tracker: ADM has developed in-house, secure data management tools to ensure every detail of a project is accounted for and all steps during the evaluation process are kept7 source documents

We prepare an agenda for the meeting and submit this agenda for review three days before the meeting. During the meeting, we review the needs and uses for the data and information to be coll6 source documents

To support its Project Managers, ADM Associates, Inc. has instituted and routinely uses a set of management systems and procedures for project management, including procedures for subcontrac6 source documents

The Project Managers report to the Principal-in-Charge, who is responsible for ensuring the overall success of this project. The Principal-in-Charge regularly reviews the status of the techn5 source documents

Project Meetings and Workshops: We conduct project meetings and workshops as appropriate during the course of the evaluation effort. Meetings may occur more frequently during the early and f5 source documents

If additional paid services are requested during the course of the contract, we manage such requests with the management procedures just described. A project directive would be prepared for 4 source documents

If additional paid services are requested during the course of the contract, we manage such requests with the management procedures just described. A project directive is prepared for any ne4 source documents

**[MISSING: credentialed individual - ask Proposal Lead]** possesses more than six years of experience in project management and impact evaluation of commercial energy efficiency programs. T4 source documents

The Project Manager reports to the Principal-in-Charge, who is responsible for ensuring the overall success of this project. The Principal-in-Charge regularly reviews the status of the techn4 source documents

Please provide examples of how you propose to perform the project. What are some of the practices you would employ to keep the project on track?3 source documents

The Project Manager (PM) is responsible for the day-to-day management of the work and is the point of contact with IPC. The PM is responsible for supervising the work to ensure that it is co3 source documents

The benefits of the best designed and best executed evaluations will not be fully realized without effective communication. Our team is committed to keeping open the lines of communication t3 source documents

Based on our long experience in managing and conducting evaluation projects, we have developed and use detailed procedures for scheduling, managing and documenting working activities. We hav3 source documents

Project Tracking. ADM uses Microsoft Office 365TM platform to develop project tracking tool specifically for each research effort to provide for quick assessments of project status, needs, a3 source documents

Project-Specific Meetings with Implementation Teams. ADM uses a real-time evaluation approach that will provide close coordination with the utility’s program staff and with staff from progra3 source documents

Accounting Tools. Our accounting system and processes for approving time provide easy access to project expenditures throughout the course of the project. This information enables the projec3 source documents

Quality Assurance 14 blocks

We document any equipment changed or new equipment installed, including (1) descriptions, (2) schematics, (3) performance data, and (4) other supporting information.10 source documents

Reasonableness Check. In addition to the technical checking, the proposed conservation measures are checked for reasonableness. When questions arise, additional documentation is requested.9 source documents

Identifying specific issues with each contractor. Should an installing agent have consistent issues in verification failure or general installation quality failure, this can be determined ea7 source documents

To guide the QA/QC work, we develop QA/QC standards customized for each program and / or for plan-level QA/QC. The standards cover details of program processes, including business processes 6 source documents

We develop the QA/QC standards and manuals following the specifications laid out in ISO 9001: 2008, particularly Section 4. This section describes the general requirements for an organizatio5 source documents

We will test each survey to ensure that all questions and responses are included and worded correctly, and all input and display logic works correctly. The program lead will assess the look 5 source documents

Whether installations are performed in a manner conducive to ensuring long-term measure retention. Installations need to be performed in a diligent manner with assurance of quality in order 3 source documents

reproducibility of energy savings calculations, helping to mitigate the risk of errors in ex ante energy saving calculation and3 source documents

Completeness of Documentation. This includes ensuring that information is provided on the equipment to be changed, on the new equipment to be installed, and on the savings and cost of the pr3 source documents

Our driving philosophy in this regard is to ensure that our clients are apprised of what we are doing, how we are doing it, and why we are doing it, and can obtain first-hand information as 3 source documents

We approach evaluation with the frame of mind that the final report should contain no surprises. We achieve this through the following efforts:3 source documents

We develop the QA / QC standards and manuals following the specifications laid out in ISO 9001: 2008, Section 4. This section describes the general requirements for an organization’s quality3 source documents

Additional features include real-time validation and cross-checking of data entered by surveyors, which has proven to enhance quality control while decreasing related costs. Data are transmi3 source documents

To verify that measures have been installed and that the installation has been done correctly, our field staff examines the following:3 source documents

Exceptions 8 blocks

Determining whether the assumptions used were reasonable and appropriate including the persistence of the energy savings, and cost estimates;11 source documents

The accuracy of a savings estimate developed through engineering calculations depends on the extent to which the analysis is based on correct assumptions regarding such factors as usage patt9 source documents

In our review of the energy savings calculations, we focus on the key factors and assumptions used to determine energy use, including operating hours, usage patterns, and loading factors. Ou8 source documents

Correctness of Inputs and Assumptions. The input values are checked to make sure that the analysis of measure savings was based on appropriate values. The costing calculations are checked to8 source documents

Each step in the simulation process should be documented such that reviewers can audit the model, its outputs, and its assumptions.5 source documents

For deemed savings estimates that have been developed through engineering calculations, we review assumptions regarding such factors as usage patterns and operating hours. We assess as-used 4 source documents

A third issue pertains to operative assumptions in the TRMs regarding baseline equipment, operation hours, and usage patterns. If there are substantial variations in the baseline conditions 3 source documents

The LDV model is similar to the PPR model with the exception that instead of regressing the three pre-usage values, the monthly usage from the pre-usage period one year prior to the treatmen3 source documents

Other 4 blocks

International Performance Measurement and Verification Protocol. IPMVP Volume I: Concepts and Options for Determining Energy and Water Savings. 2007.6 source documents

exposure to race-based social stress affects biological mechanisms that may account for racial/ethnic disparities in health.3 source documents

Avoided Cost of Energy: the amount of money [$/kWh] that would be saved by avoiding the generation of one less unit of energy.3 source documents

Utility Discount Rate: The utility’s cost of capital expressed as a percentage. This represents alternative utility investments. Used in the TRC, UCT, and RIM tests.3 source documents

Data Security 3 blocks

ADM will maintain a ‘do not contact’ list for customers that have expressed a desire to be removed from call lists for future EM&V work. This list only applies to residential customers, as t4 source documents

Storage: When sensitive data is copied or moved from the secure transmission source it must be directly moved or copied to the encrypted volume. During offsite storage the backup volume is i3 source documents

Encryption: Data volumes are backed up and stored on encrypted devices. These devices are rotated off site to ensure recovery is possible in a disaster. If it is necessary to store sensitive3 source documents

Introduction 3 blocks

With many evaluations, the evaluation effort occurs post hoc when the program is completed and all program participants are known. The documents cited above therefore are usually focused on 5 source documents

firm team serving as the Statewide Evaluation Oversight Contractor for Process Evaluations and Market Studies of the 2014,4 source documents

ADM will draft a letter of introduction to be sent to residential customers that are selected for an on-site verification. The letter will include contact information for the aforementioned 3 source documents

Transmittal Letter 3 blocks

ADM Associates, Inc. is ready and willing to enter into a contract for this evaluation work. Contractual or technical questions pertaining to this proposal can be addressed to **[MISSING: cr8 source documents

ADM Associates, Inc. is ready and willing to enter into a contract for this evaluation work. Contractual or technical questions pertaining to this proposal can be addressed to me or to **[MI4 source documents

ADM Associates, Inc. is ready and willing to enter into a contract for this evaluation work. Contractual or technical questions pertaining to this proposal can be addressed to **[MISSING: si3 source documents

Executive Summary 2 blocks

The cost-effectiveness analysis and impact evaluations will summarize results for each program, each sector, and for the program portfolio. The process evaluation and market assessment resul4 source documents

Ensure the executive summaries are concise and clearly written so that results are accessible to non-technical audiences and are available for public use.3 source documents

Subcontracting 2 blocks

Illinois Department of Commerce & Economic Opportunity (2016-2018). Led an online survey (as subcontractor) of public buildings facilities managers to assess spillover effects from energy ef4 source documents

ADM has instituted and routinely uses a set of management systems and procedures for project and subcontract management. These procedures are designed to produce the best quality technical w4 source documents

References 1 blocks

If a measure falls into one of the last two categories, we provide references demonstrating deficiencies pertaining to the reasonableness of the given values and the adequacy of the given do4 source documents

Conclusion 1 blocks

Providing meaningful high-level conclusions, which will form the basis for clear, actionable recommendations for process improvements where identified.4 source documents

Required Forms 1 blocks

The bidder shall provide a copy of its most current calendar year-end or fiscal year-end financial statements (Balance Sheet and Income Statement). Those statements need only reflect large g3 source documents