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Third-party research and evaluation of an SEM program’s process (design and operations) and impacts (savings outcomes) is typically performed after savings are claimed. Program evaluation provides critical, independent analysis and findings on the accuracy of the program’s M&V calculations, their influence on customer behavior, persistence of savings and other assumptions that are used to calculate and report program outcomes and cost-effectiveness. Evaluations also provide an essential feedback loop for continuous improvement of SEM programs.

The Program Evaluation collection includes links to impact evaluations and process evaluations for specific SEM programs and published, cross-cutting summaries of evaluation results. This deep research into the efficacy and outcomes of specific SEM programs should be most useful and relevant to anyone involved in program planning, policy, implementation or evaluation.

Check out the Program Planning and Research collection for market studies and other broader SEM research.

2018 Existing Buildings Process Evaluation

This 2018 program evaluation by Energy Trust of Oregon was designed to assess program delivery success and challenges, operational effectiveness, and customer satisfaction; and provide recommendations for program delivery improvements.

Best Practices and Recommendations for Industrial SEM Programs

The purpose of this EM&V Best Practices & Recommendations report, produced NEEP, is to provide energy efficiency program planners, evaluators, and regulators with information related to evaluation of savings and cost-effectiveness based on some of the current experience of SEM customers.

Evaluability Assessment for the BPA Commercial SEM Pilot Program

The Bonneville Power Administration's 2017 Evaluability Assessment identifies important factors to consider for future evaluations of SEM program savings, including describing how the program will be operated and insights on the program’s evaluability. 

Industrial Operations and Maintenance Persistence Study, 2010 - 2017

This report presents the results of research on the persistence of O&M activities completed by industrial customers participating in Energy Trust of Oregon’s standalone O&M offerings and SEM engagements in program years 2010-2017.

PSE Resource Conservation Manager Program, 2015-2016

This is the full evaluation report on Puget Sound Energy’s (PSE) Resource Conservation Manager (RCM) program for the 2015 and 2016 program years. Published July 2, 2018.

Continuous Energy Improvement Pilot Evaluation: Vermont Public Service Department

This evaluation focuses on the Efficiency Vermont CEI Pilot, which sought to permanently integrate energy management into facility operations and management. 

Small to Medium Industrial Energy Savings Validation


This paper describes the approach, challenges, and results of an industrial SEM pilot with two small cohorts in Montana. Generally, the KPI approach allows for a simplified normalization of energy use, but with a decrease in accuracy compared to regression modeling. 

CORE Improvement Pilot Report One Evaluation

This is the first of two evaluation reports on the CORE Improvement Pilot which was developed and implemented by the Production Efficiency program beginning in 2012 to help medium-sized industrial customers adopt strategic energy management (SEM) practices.

Strategic Energy Management Modeling: What’s Good Enough?

This analysis looks at the 59 SEM customer facilities that were in the sample selected for the Energy Trust’s Production Efficiency Program 2012-2013 impact evaluation and a separate Industrial SEM Process and Impact evaluation. 

Industrial SEM Impact Evaluation Report

This document presents the results of an evaluation of the lifetime of measures associated with Bonneville Power Administration’s (BPA’s) Strategic Energy Management (SEM) offering for industrial facilities.

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