Program & Portfolio Evaluation

Ensure programs deliver real value. Program & Portfolio Evaluation provides independent evaluation services across the full lifecycle of energy efficiency, load management, transportation and building electrification, and market transformation programs—helping utilities and other program administrators verify energy savings, assess load impacts, and continuously improve outcomes for customers and communities.

Verify performance and maintain trust

Deliver evaluations that measure what matters. We provide evaluation planning, impact and process evaluation, market research, TRM review and development, benefit-cost analysis, and stakeholder engagement to verify energy savings, assess program performance, and identify opportunities for improvement while ensuring responsible investment of customer funds.

Embed insights into operations

We integrate evaluation throughout program delivery to inform real-time adjustments. Our embedded approaches deliver actionable insights during implementation so programs can adjust, improve, and demonstrate performance while still active.

Deliver unbiased and transparent outcomes

Build legitimacy while maintaining an objective view of program performance. We ensure evaluations reflect regulatory priorities, strengthen program accountability, and maintain long-term responsiveness to evolving needs.

Continuous improvement

Public confidence

Verified savings

Case Study

Using data-driven insights to design a meaningful payment assistance campaign for LMI customers

E Source empowers Ameren Illinois to strengthen its energy efficiency portfolio through insights that drive equitable outcomes, improve performance, and advance statewide policy leadership.

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2025 Residential Products, Programs, and Services

How Ameren deployed an outage strategy to increase customer satisfaction by 68%

E Source empowers Ameren Illinois to strengthen its energy efficiency portfolio through insights that drive equitable outcomes, improve performance, and advance statewide policy leadership.

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The midstream advantage: Real benefits and realistic expectations in residential efficiency measures

Oracle Energy and Water: Testing the Efficacy of Home Energy Reports

E Source helped Oracle Energy and Water strengthen the impact of Home Energy Reports by delivering clear, industry‑wide insights that reveal how report design, vendor differences, and long‑term engagement shape real, measurable customer energy savings.

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More case studies

Insights

Wrangling market effects in the Wild West of heat pump interventions

The Colorado heat pump market is like the Wild West—fast-moving, full of promise, and crowded with players.

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Strengthen your evaluation strategy.

Connect with our team today to see how Program & Portfolio Evaluation can help you verify energy savings and load impacts, ensure responsible investment, and embed actionable insights into your programs for improved performance and equity.