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Pacific Northwest Deemed Measure Review and Standardized Measurement and Verification Protocols Projects

The RTF issued two requests for proposals for a deemed measure review project and a standardized measurement and verification (M&V) protocols project.  The RTF selected SBW Consulting as the contractor for both projects and subsequently merged two subcommittees into one to provide oversight for both projects.  

Deemed Measure - The purpose of this work is to strengthen technical analyses and input assumptions used for deemed energy efficiency measures by the RTF and recommend the addition or removal of deemed measures by the RTF.  Work and work products under this contract will involve a review and comparison of deemed electrical energy savings used throughout the Northwest region with those used nationally.  SBW will provide a detailed review of the energy savings calculation methodologies and input assumptions if the comparison of regional and national methodologies and assumptions reveals significant differences or if the RTF has omitted a measure or if the measure is considered a priority.

Standardized M&V - The purpose of this project is to develop a suite of measure-specific, simplified M&V protocols approved by the RTF for use in Pacific Northwest electric energy efficiency programs. By providing simplified M&V protocols, the RTF intends to help reduce the barriers commonly associated with development and implementation of custom M&V plans.  SBW will perform a review of M&V protocols and calculators used in energy efficiency programs throughout the Region and the country, make recommendations for streamlining measurement implementation, and begin creating a suite of RTF-approved simplified M&V protocols.

Past Iterations

Revised Savings Guidelines for December 11, 2012 RTF meeting:
Guidelines for RTF Savings Estimation Methods (12-04-2012).docx (Clean)
Guidelines for RTF Savings Estimation Methods (12-04-2012).docx (Mark-up)

Subcommittee comments on Savings guidelines used in 11-30-12 and 12-03-12 meetings:
Guidelines for RTF Savings Estimation Methods - Markup - 11-30-2012.docx

Reviewer comments on 11-07-12 Savings guidelines markup and subcommitee notes from 11-06-12 meeting:
Guidelines for RTF Savings Estimation Methods - Markup - 11-07-2012.docx
Subcommittee meeting notes from 11/6

At its August, 2012 meeting, the RTF reviewed and accepted the changes made to incorporate Appendix D & E into the main body of the savings guidelines. Additional comments from reviewers regarding changes to the main body of the savings guidelines outside the Appendix D&E incorporation are were addressed in follow-up subcommittee meetings. The version of this mark-up with aggregated reviewer comments and contractor responses is below:

Presentation Materials for August 21, 2012 RTF meeting and discussion
Guidelines for RTF Savings Estimation Methods (8-15-2012) (markup).docx
Guidelines for RTF Savings Estimation Methods (8-15-2012).docx

Reviewer comments on 7-19-12 markup
Guidelines for RTF Savings Estimation Methods (7-19-2012)_lmg.docx
Guidelines for RTF Savings Estimation Methods (7-19-2012)-NO.docx
Guidelines for RTF Savings Estimation Methods (7-19-2012)_JB.docx

Final Adopted versions of Appendix D & E prior to Savings Guidelines roll-up
Appendix D - Estimating Savings for Custom Measures 6-19-2012.docx
Appendix E - Program Impact Evaluation Protocols 6-19-2012.docx

At its June 1, 2011 meeting, the RTF authorized staff to forward the “Guidelines for RTF Savings Estimation Methods, Release 6-1-11” to the Council for review of the policy implications of their adoption and use.  The Guidelines describe how the RTF will judge whether the quality of the data and analytical methods are sufficient to produce reliable savings estimates.  As of June 1, 2011, the Guidelines Release 6-1-11 are the operative guidelines the RTF will use to review its existing library of savings estimates and protocols for estimating savings as well as to review prospective new measures.

>> Operative Guidelines, Release 6-1-11 (1mb PDF)  - see comments

Post-RTF meeting, draft of 6/1/2011, version 2 - Draft Guidelines for RTF Savings
Estimation Methods - w/ mark-up (2mb Word)

Draft of 6/1/2011 - Draft Guidelines for RTF Savings Estimation Methods -  PDF (750k) / Word (2mb)
>> Guidelines w/ mark-up - Word (2.1mb)
>> Revised Figure 1 - Visio / PDF
>> Appendix A - Deemed Guidelines Checklist (20k Excel)
>> Appendix B - UES Measure Summary Sheet (20k Excel)
>> Appendix C - Standard Protocol Example and Template (70k Word)

Draft of 5/16/2011 - Draft Guidelines for RTF Savings Estimation Methods -  PDF (750k) / Word (2mb)
>> Guidelines w/ mark-up - PDF (760k PDF) / Word (2.1mb)
>> Revised Figure 1 - Visio / PDF
>> Appendix A - Deemed Guidelines Checklist (20k Excel)
>> Appendix B - UES Measure Summary Sheet (20k Excel)
>> Appendix C - Standard Protocol Example and Template (70k Word)

Draft of 3/31/2011 - Draft Guidelines for RTF Approved Savings (620k PDF)
>> Draft UES Matrix (4/5/11 draft)
>> Revised Figure 1 (4/5/11 draft)
>> Appendix A - Deemed Guidelines Checklist (20k Excel)
>> Appendix B - Deemed Measure Summary Sheet (20k Excel)
>> Appendix C - Standard Protocol Example and Template (70k Word)
>> Guidelines w/ mark-up

3/21/2011 - Revised draft section 6.0 "Program Impact Evaluation" (30k Word) to be discussed at 3/22 webinar

Draft of 3/1/2011 w/ mark-up - Draft Guidelines for RTF Approved Savings (170k Word)

Draft of 2/25/11 - Draft Guidelines for RTF Approved Savings (600k PDF)
>> Appendix A - Deemed Guidelines Checklist (15k Excel)
>> Appendix B - Deemed Measure Summary Sheet (20k Excel)
>> Appendix C - Standard Protocol Example and Template  (70k Word)
>> Guidelines w/ mark-up from 1/25/11 version (190k PowerPoint)

1/28/2011 - Draft Standard Savings Estimation Protocols
>> VAV Conversion (60k Word)
>> Variable Speed Air Compressor (60k Word)
>> Fan VFD (70k Word)
>> Lighting Capacity Reduction with Code Baseline (60k Word)
>> Pump VFD (60k Word)
>> Refrigeration Compressor VFD (60k Word)
>> Refrigeration Condenser Fan VFD (70k Word)
 
Draft of 1/25/2011
- Draft Guidelines for RTF Approved Savings  (600K PDF)
>> Appendix A - Deemed Guidelines Checklist (15k Excel)
>> Appendix B - Deemed Measure Summary Sheet (20k Excel)
>> Appendix C - Standard Protocol Example and Template (70k Word)
>> Guidelines w/ mark-up from 12/2/2010 version (170k Word)

12/2/2010
- Final Report (90k Word)
Comments Received: BPA | PECI

12/2/2010 - Detailed Reviews (100mb Zip) - the individual workbooks and memos created for each detail review measure category referenced in the final report

12/2/2010
- Citations Cross Reference- National and Regional (78mb zip) - a cross-reference listing of the source documents cited in the final report and their locations.
>> Sources (78mb Zip) cited in review
>> Documents (1G Zip) obtained by search - this large file is referenced in the report and contains all the documents obtained in SBW's search, regardless of whether they are relevant to the 20 detail review measure categories

12/1/2010
- Revised Guidelines (380k Zip) for the Development and Maintenance of RTF-Approved Measure Savings Estimates, includes guidelines and appendices A and B 

10/10/2010
- Deemed Measure Detailed Reviews (100mb Zip) - unzips into separate folders for each measure category

10/10/2010
- Simplified M&V Fan VFD(38mb Zip)

7/30/2010
- Final Rankings (210k Excel) for Deemed and Simplified M&V Measures