1. PTCS Commissioning, Controls & Sizing Update of UES Measure Category and/or Status Regional Technical Forum July 15, 2014

2. Measure Overview Measure Specification (summarized)Specification – When installing a new heat pump, ensure it’s installed to the PTCS specifications (sizing, controls, airflow, etc.). Measure History – April 2012: Approved as proven (category) active (status), staff to clean up documentation. – Nov 2012: Change status to under review (staff had trouble linking the key savings parameters to the study results) – Dec 2013: Extend sunset date to May 2014 to a) incorporate last-in analysis, b) revise the measure specifications, and c) develop a research plan to re-establish an understanding of baseline and efficient-case installation practices. Current Standing: Expired, Proven, Under Review 2

3. Progress since December A) Last-in Analysis – Plan to present all SF Wx and HVAC measures at July meeting. B) Measure Specification Update – No progress made since July 2013 subcommittee meeting.subcommittee C) Research Plan – Staff is working on research plan (with Bob Davis). 3

4. Outline of Proposed Research plan Data Collection Baseline: – For 160 houses that recently received a (non-PTCS) heat pump, collect the following data: Heat Pump Sizing – House Audit, including ducts, to get heat load, then balance point Heat Pump Controls – Control of resistance heat – Compressor operation at low ambient Real-world capacity of the heat pump – Airflow across indoor coil – Indoor coil temperature split Efficient-case – For 160 houses that recently received a PTCS heat pump, collect the same data as above. Rough, Ball-park, Estimated Cost $500 per house for field data collection = $160,000 Recruiting, data analysis, reporting = $160,000 Total$320,000 4

5. Staff Recommendation Either: (A) – Revise Sunset Date, move to Planning, Under Review Change category to Planning – Don’t know baseline energy use; Don’t know efficient-case energy use Leave status as Under Review – Need to develop a research plan – Need to revisit savings assumptions 100% compliance with the specification in the efficient-case is not reasonable considering results of many of the previous QA visits – Need to come to a conclusion on the measure specification Set Sunset Date to December 2014 – Provide time to develop research plan, revise savings assumptions, and finalize measure specification Plan to Modify Savings – Not today, but as part of moving from Under Review to Active (B) – Deactivate Bring this measure back when it has its act together. 5

6. Decision “I _________ move that the RTF approves the UES measure PTCS Commissioning, Controls, & Sizing as: ________________.” 6