1. RTF Research and Evaluation Subcommittee Meeting Regional Technical Forum April 15, 2013

2. Some background RTF developed Guidelines to evaluate the reliability and quality of savings estimatesGuidelines Past 2.5 years, RTF assessed its database of measures and assigned a status to each – Active: All is good – Under Review: Minor corrections needed – Out-Of-Compliance: Primary research needed – Deactivated: Savings no longer valid About 1/3 of measures were found to be “Out of Compliance” with respect to RTF guidelines

3. What does OOC entail? OOC means primary research is required to bring the measure back to an Active status. – Primary research is not covered under RTF budget Research plan needed to go get data RTF needs to accept research plan as part of measures/protocols approval process Research needs to be finished and data analyzed as part of measure moving to “Active” status – RTF Staff likely to aid in analysis

4. Other research plans Along with measure status, also has category – Proven – Provisional – Planning – Small Saver Provisional measures/protocols also require research to prove out savings and/or simplified calculation methodology

5. Subcommittee Purpose Two Primary Functions 1. Prioritize OOC and Provisional Unit Energy Savings (UES) measures and Standard Protocols that require research 2. Decide on required research and aid in development of research plans

6. Current List of OOC UES measures SectorMeasure NameCategoryStatusSunset Date ResidentialDHW - HPWHProvisionalActive12/31/2014 CommercialGrocery - Anti-sweat Heater ControlsProvenOut-of-compliance1/30/2013 CommercialGrocery - Floating Head Pressure Controls for Single Compressor SystemsProvenOut-of-compliance12/31/2013 ResidentialHeating/Cooling - Ductless Heat Pumps SFProvisionalUnder Review9/29/2013 ResidentialHeating/Cooling - PTCS Commissioning, Controls, & Sizing MHProvenOut-of-compliance11/1/2013 ResidentialWeatherization - Multi-FamilyProvenOut-of-compliance8/2/2015 ResidentialDHW - Drain Waste Heat RecoveryProvisionalOut-of-compliance11/1/2013 CommercialGrocery - Display Case LEDs (Open Cases)ProvenOut-of-compliance1/23/2015 CommercialGrocery - ECMs for Walk-insProvenOut-of-compliance11/1/2013 CommercialGrocery - Lighting - CFLsProvenOut-of-compliance11/1/2013 CommercialGrocery - Walk-in Evaporator Fan ECM Motor ControllersProvenOut-of-compliance12/31/2013 CommercialAppliances - DishwashersProvenOut-of-compliance11/1/2013 CommercialAppliances - Ice MakersProvenOut-of-compliance11/1/2013 CommercialAppliances - Refrigerator/Freezer DecommissioningProvenOut-of-compliance1/23/2014 CommercialDHW - Efficient TanksProvenOut-of-compliance11/1/2013 CommercialGrocery - AutoclosersProvenOut-of-compliance12/31/2013 CommercialGrocery - Compressor Head Fan Motor Retrofit to ECMProvenOut-of-compliance12/31/2013 CommercialGrocery - Display Case Motion SensorsProvenOut-of-compliance1/30/2013 CommercialGrocery - Door Gasket ReplacementProvenOut-of-compliance12/31/2013 CommercialGrocery - Lighting - T8sProvenOut-of-compliance11/1/2013 CommercialGrocery - Rooftop Unit Supply Fan VFDsProvenOut-of-compliance1/23/2014 CommercialGrocery - Strip CurtainsProvisionalOut-of-compliance1/23/2014 CommercialGrocery - Vending Machine ControllerProvenOut-of-compliance1/23/2014 CommercialGrocery - Visi-CoolerProvenOut-of-compliance1/23/2014 CommercialGrocery - Walk-in Evaporator Fan Shaded-Pole Motor ControllersProvenOut-of-compliance12/31/2013 CommercialGrocery - Walk-in/Reach-in Door RetrofitProvenOut-of-compliance1/23/2014 AgriculturalVariable Frequency Drives - DairyProvenOut-of-compliance11/1/2013 AgriculturalVariable Frequency Drives - Potato/Onion ShedProvenOut-of-compliance11/1/2013

7. Current List of Standard Protocols SectorMeasure NameCategoryStatusSunset Date UtilityAutomated CVR Protocol No. 1(tbd) (Under review for compliance w/ RTF Guidelines) IndustrialCompressed Air(tbd) (Under review for compliance w/ RTF Guidelines) CommercialGrocery Refrigeration System MeasuresProvisionalActive8/31/2014 CommercialNon-Residential Lighting(tbd) (Under review for compliance w/ RTF Guidelines) AgriculturalScientific Irrigation Scheduling(tbd) (Under review for compliance w/ RTF Guidelines) UtilityVoltage Optimization Protocol(tbd) (Under review for compliance w/ RTF Guidelines)5/4/2015 CommercialFan VFD(tbd) (Under review for compliance w/ RTF Guidelines) Residential Methods for Evaluating Behavior-Based Energy Conservation Programs in the PNW(tbd) (Under review for compliance w/ RTF Guidelines) IndustrialPremium Efficiency Motors(tbd) (Under review for compliance w/ RTF Guidelines) CommercialPump VFD(tbd) (Under review for compliance w/ RTF Guidelines) AgriculturalVariable Frequency Drives - Dairy Milking Machine(tbd) (Under review for compliance w/ RTF Guidelines)1/1/2013

8. Marjorie’s Role Help facilitate this group – Prepare agendas, assist with research plan recommendations to RTF, meeting minutes, ensuring materials are available Point of contact for incoming research plans – Coordinate with external parties on proposals – Help to decide if proposed plans are appropriate – Present plans to subcommittee – Facilitate decision making process and feedback to proposer Lead in evaluation scan of utility programs – Outreach to utility stakeholders to identify research activities – Prepare brief descriptions of plans – Help assess upcoming evaluations that may prove valuable to RTF efforts

9. Marjorie’s Role Coordinate research designs for OOC and Standard Protocols requiring research plans – Help group decide if proposed plans will lead to proven measures down the road – Coordinate with technical subcommittees on research needs and potential presentations – Report back to group on status of research

10. Meeting frequency No set frequency currently Likely to depend on groups assessment of OOC and Provisional measure research needs Sunset dates of measures/protocols Timely evaluations or program needs All material will be available on new Subcommittee page: rtf.nwcouncil.org/subcommittees/ResearchEval/

11. Priorities Per Regional Informants SectorMeasure All (n=~65) Pgm Admin (n=~27) NOT PMs (n=~38) ResidDHP SF77%91%73% ResidProtocol: Behavior-Based EE70%60%80% IndusProtocol: Compressed Air64%62%67% ResidDHW: HPWH59%57%61% GrocOpen Display Case LEDs58%65%55% ResidPTCS Cx, Controls, Sizing MH58%67%56% GrocRTU Supply Fan VFDs56%50%58%

12. Second Tier Priorities SectorMeasure All (n=~65) Pgm Admin (n=~27) NOT PMs (n=~38) ResidWx MF49%43%53% GrocECMs for Walk-ins48%53%45% Groc Floating Head Press Control: Single Compressor Systems 47%50%41% GrocAnti-sweat Heater Controls45% 41% UtilProtocol: Automated CVR #141%26%57% GrocT8s40% 37% ResidDHW: Efficient Tanks40%42%32% AgricIrrigation Hardware40%47%33% Groc Walk-in Evaporator Fan ECM Motor Controllers 39%50%31% Groc Compressor Hd Fan Motor Retrofit to ECM 39%41%37% AgricDairy VFDs38%35%34%

13. Third Tier Priorities SectorMeasure All (n=~65) Pgm Admin (n=~27) NOT PMs (n=~38) Groc CFLs 35%16%45% AgricPotato/Onion Shed VFDs34%35%31% Groc Walk-in Evap Fan Shaded- Pole Motor Controllers 33%35%26% GrocDisplay Case Motion Sensors33% 32% AppliRefrig/Freezer DeCx33%16%38% Groc S trip Curtains 33%30%33% GrocWalk-in/Reach-in Door Rx32%31%32% Groc Vending Machine Controller 31%32%29% GrocDoor Gasket Replacement31%25%30% GrocAuto Closers30%31%28%

14. Fourth Tier Priorities SectorMeasure All (n=~65) Pgm Admin (n=~27) NOT PMs (n=~38) GrocVisi-Cooler20%18%23% AppliDishwasher19%17%19% AppliIce Maker19%21%14% ResidDHW Drain Waste Heat Recovery 8%9%6%

15. What’s Not on the List? What measures are you contemplating? Ideas respondents offered: – Street and area lighting LEDs PGE installing this year; said in compliance w DOT spec (light output, dispersion) and approved by OPUC for rate recovery; yet no RTF measure – Industrial process controls – Residential ventilation and air sealing interactions

16. Potential Next Steps Develop and distribute standardized research template – Highlight what group needs to see in proposal – Provide consistent structure for proposers Review Anti-Sweat Heater Controls UES measure data gathering plan Review Lighting Standard Protocol Provisional research plan

17. Contact Facilitator Marjorie McRae Research Into Action, Inc. 503.287.9136 Marjorie.McRae@researchintoaction.com RTF Staff Josh Rushton Rushton Analytics 971.229.1765 josh@rushtonanalytics.com Mohit Singh-Chhabra Ptarmigan Research, LLC 720.310.5490 Mohit@PtarmiganResearch.com