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Energy efficiency and Demand Side Management Program ... - Eskom

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investigation <strong>and</strong> comes up with a feasible EEDSM program. The ESCo often claims certain impact<br />

from the implementation of this EEDSM program. According to the evaluation criteria in the previous<br />

section, the ESCo can develop the program <strong>and</strong> thus claim the relevant engineering, environmental,<br />

social, <strong>and</strong> economic impacts of the program. Both the customer <strong>and</strong> ESCo want to know if these<br />

claimed impacts have been achieved after implementation, therefore, as an independent third party,<br />

the M&V team will help further to measure <strong>and</strong> verify these claimed impacts.<br />

The M&V process for the EEDSM program is similar to usual energy saving M&V process in [6] as<br />

explained below.<br />

1) This program evaluation guideline document is distributed to ESCos or any other program<br />

developer. The M&V team will award a final mark to each EEDSM program at the end of the<br />

evaluation.<br />

2) The ESCo will develop an EEDSM program from all the engineering, environmental, social,<br />

<strong>and</strong> economic aspects; then the ESCo claims the corresponding impact of the program on<br />

each evaluating factor, where the impact of each evaluating factor is claimed in either a<br />

quantitative way or a qualitative way. Examples for quantitative achievements include the<br />

exact amount of energy saving to be achieved, the number of jobs created each year, the<br />

reduced amount greenhouse gas emission, etc. Examples for qualitative achievements can be<br />

statements on how the program is aligned with national economic strategic positioning, why<br />

the program is compatible with local participation, etc.<br />

3) The ESCo submits the M&V request to the M&V governing body (e.g. ESKOM <strong>Energy</strong> Audit),<br />

then the governing body will allocate this request to an M&V team.<br />

4) The M&V team prepares the scoping report to describe the overall program after the<br />

necessary communication with the ESCo <strong>and</strong> customer.<br />

5) The M&V team prepares the M&V plan report which needs the sign off from both the ESCo<br />

<strong>and</strong> the client. This M&V plan includes not only key parameters to be monitored, metering<br />

plan, but also the evaluating <strong>and</strong> marking criteria. The agreement among the ESCo, the<br />

customer, <strong>and</strong> the M&V team must be reached on the evaluating <strong>and</strong> marking criteria. For<br />

example, the three parties need to determine which factors need to be evaluated <strong>and</strong> the<br />

corresponding weight that each factor occupies in the total mark; the percentages of<br />

crediting/debiting marks awarded for over/under performing; etc.<br />

6) The M&V team issues the baseline report according to the M&V plan, this baseline report<br />

needs also the agreement from both the ESCo <strong>and</strong> the client. The baseline report is based on<br />

the data <strong>and</strong> information collected from the project sites before the implementation of the<br />

EEDSM program. Meters need to be installed to quantify baseline information in engineering<br />

indicators, <strong>and</strong> surveys <strong>and</strong> site visit will be performed to confirm other quantitative <strong>and</strong><br />

qualitative baselines (or baseline marks) for other evaluation indicators. A baseline<br />

information or baseline mark will be given for the existing situation within the project<br />

boundary.<br />

7) The EEDSM is implemented, <strong>and</strong> the M&V team issues the post implementation certificate to<br />

confirm the implementation.<br />

8) The M&V team issues the performance assessment report to evaluate if the claimed impact<br />

has been achieved. Usually this performance assessment will be issued at least once <strong>and</strong><br />

usually three times. A mark will be awarded to the assessed project in each assessment<br />

report. The success of a program will depend on if the post‐implementation mark is higher<br />

than the baseline mark. Baseline mark adjustment might be needed if necessary. The<br />

principle for baseline mark adjustment is the same as the energy saving baseline adjustment<br />

principle in [6].<br />

9) The M&V team will issue a series of performance tracking reports to continuously monitor<br />

the impact from the implementation of the program after the performance assessment<br />

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