On-Site Survey Development

The on-site survey was designed to collect an assortment of information on approximately 2,400 nonresidential sites. The survey was designed to serve the needs of both the nonresidential CMST survey and the commercial CSS survey. The on-site data collection instrument was derived from the former CEC CEUS forms. The forms were modified to incorporate new technologies and fields of interest, and selected end uses and technologies were removed from the survey.

The on-site surveys will be site specific when provided to the on-site surveyors. The surveys will be pre-populated with firm demographic and recent purchase data gathered during the telephone survey. The forms will also contain pre-populated information on energy efficiency, demand response, and distributed generation program participation data.20

Participants in the CMST and the CSS survey will provide information on firm demographics. Sites participating in the CMST will also provide data on recently purchased technologies. Sites participating in the CSS survey will provide a full set of technology information and information

20 _{The research team currently has the IOU energy efficiency and demand response tracking data. We have limited}

on available distributed generation systems, EMS systems, and additional information on site characteristics.

On-Site Survey Coordination

The survey development process included multiple reviews by the CPUC, ED consultants, the DEER team, and the IOUs. The on-site survey was also sent to other work order leads to ensure that the survey captured population level information to satisfy their needs. The survey was sent to WO029 for general lighting review. The Business and Consumer Electronics Evaluation (WO034) reviewed and commented on the television and office equipment survey forms. The Small Commercial HVAC Evaluation (WO032) and the Residential and Small Commercial HVAC Market Effects Study (WO054) reviewed the HVAC forms, and provided useful suggestions that were incorporated into the final HVAC form designs.

CMST On-Site Survey Content

The CMST on-site verification effort is focused on verifying and updating the recent purchase information collected during the telephone survey. The data on a site’s recent purchases, which was collected during the telephone survey, are pre-populated on the site’s on-site survey form. If the site participated in a utility rebate program, this information is also pre-populated. The surveyor is instructed to review this information and discuss the information with the site contact as the survey is initiated. The measure specific information collected on these forms is described above in Section 2.1.

The CMST survey form will appear similar to the CSS survey form, but the surveyor will only be provided the firm demographic forms and forms needed to record information on the technology recently purchased. For example, if the firm recently purchased linear fluorescents, the surveyor will be provided site-specific survey forms, pre-populated with responses from the telephone survey, for firm demographics and the general lighting forms. In this example, the surveyor would not be provided forms for televisions or HVAC. The surveyor will update the firm demographic information with data collected on site. The surveyor will also ask the site contact for the location of the recently purchased technologies and will record the required information on the technology. Collection of information on the make and model number of the technology will allow for the most precise classification of the measure. Surveyors are also required to collect an assortment of technology specific information that will help identify the technology.

The site demographic forms include forms on the site’s program participation (pre-populated), general site-level information that includes information on business type and square footage (pre- populated), a listing of the site’s activity areas, a site-level sketch and a form for sites with multiple buildings. The firm demographics also include forms to collect data on the business and technology level primary and seasonal schedules. For the CMST survey, technology-level

Draft CSS & CSMT Research Plan

Itron, Inc. 5-6 Survey Development and Implementation

schedules are only required for the recently purchased technology. For pre-populated forms, the surveyors will review the provided information and update if necessary.

CSS On-Site Survey Content

The CSS on-site survey effort is designed to collect information on the saturation, quantity, type, and condition of pre-specified energy consuming end uses. The survey will collect information on lighting, HVAC, televisions, office equipment, and refrigeration. These end uses accounted for approximately 84% of the energy consumption in the former CEC CEUS.21 _{The survey will}

also collect information on firm demographics (as describe above for the CMST), the utility account and meter numbers for both electricity and gas, information on shared energy services, data on on-site generation, descriptions of the shell construction, and data on EMS where applicable. The specific information collected on these forms is described above in Section 2.2. The CSS site level demographic forms are the same forms used for the CMST data verification effort. Employing the same forms will provide the energy efficiency community with an extensive dataset on firm level demographics and will simplify the training needed for the on-site surveyors.