2011 RTF ProjectsRTF Input on SOW Outlines:- Deemed Measure Reviews- Measure Life Guidelines- Measure Cost Guidelines

Regional Technical ForumApril 5, 2011

2

Deemed Measure Reviews

3

Deemed Measure Reviews SOW• Goal

– For the remaining RTF UES estimates, hire contractor(s) to:• Review in detail the input assumptions and calculation methodologies;• Document measures according to the Guidelines; and• Make recommendations to the RTF on updated measure statuses.

• Current status of existing RTF UES Measures versus the RTF Guidelines:

• Potential for 3 Separate Contracts– (depending on responses)– Intent is to spread RTF work among multiple contractors to build base of “RTF-knowledgeable”

contractors– Proposed Measure Category Bundling

• Residential Measures• Grocery Measures• All Other Measures

Sector MeasureAgricultural Irrigation HardwareAgricultural Motor RewindAgricultural MotorsAgricultural Stock Watering TanksAgricultural Variable Frequency Drives - DairyAgricultural Variable Frequency Drives - Potato/Onion ShedCommercial Appliances - Clothes WashersCommercial Appliances - DishwashersCommercial Appliances - Ice MakersCommercial Appliances - Refrigerator/Freezer DecommissioningCommercial Appliances - Refrigerators and FreezersCommercial Computer Power ManagementCommercial Cooking Equipment - Combination OvensCommercial Cooking Equipment - Convection OvensCommercial Cooking Equipment - FryersCommercial Cooking Equipment - Hot Food Holding CabinetsCommercial Cooking Equipment - Pre-Rinse Spray ValvesCommercial Cooking Equipment - SteamersCommercial DHW - Effi cient TanksCommercial DHW - Showerheads (Provisional)Commercial Effi cient ComputersCommercial Grocery - Anti-sweat heater controlsCommercial Grocery - AutoclosersCommercial Grocery - Compressor Head Fan Motor Retrofit to ECMCommercial Grocery - Display Case LEDsCommercial Grocery - Display Case LEDs (Open Cases)Commercial Grocery - Display Case Motion SensorsCommercial Grocery - Door Gasket ReplacementCommercial Grocery - ECMs for Display CasesCommercial Grocery - ECMs for Walk-insCommercial Grocery - Floating Head Pressure Controls for Single Compressor SystemsCommercial Grocery - Lighting - CFLsCommercial Grocery - Lighting - T8sCommercial Grocery - Night CoversCommercial Grocery - PSC MotorsCommercial Grocery - Rooftop Unit Supply Fan VFDsCommercial Grocery - Strip Curtains (Provisional)Commercial Grocery - Vending Machine ControllerCommercial Grocery - Visi-CoolerCommercial Grocery - Walk-in Evaporator Fan ECMotor ControllersCommercial Grocery - Walk-in Evaporator Fan Shaded-Pole Motor ControllersCommercial Grocery - Walk-in/Reach-in Door RetrofitCommercial New Construction - Energy Smart Design Small Offi ceCommercial Small Commercial WeatherizationCommercial Smart Plug Power StripsCommercial Traffi c SignalsIndustrial Motor RewindIndustrial MotorsResidential Appliances - Clothes Washers in MFResidential Appliances - Clothes Washers in SFResidential Appliances - DishwashersResidential Appliances - FreezersResidential Appliances - Refrigerator/Freezer DecommissioningResidential Appliances - RefrigeratorsResidential Appliances - TelevisionsResidential DHW - Drain Waste Heat RecoveryResidential DHW - Effi cient TanksResidential DHW - ShowerheadsResidential Heating/Cooling - Air Source Heat Pump Conversions MHResidential Heating/Cooling - Air Source Heat Pump Conversions SFResidential Heating/Cooling - Air Source Heat Pump Upgrades MHResidential Heating/Cooling - Air Source Heat Pump Upgrades SFResidential Heating/Cooling - Ductless Heat Pump MFResidential Heating/Cooling - Ductless Heat Pumps SFResidential Heating/Cooling - Electronic ThermostatsResidential Heating/Cooling - Ground Source Heat Pump Upgrades MHResidential Heating/Cooling - Ground Source Heat Pump Upgrades SFResidential Heating/Cooling - PTCS Commissioning, Controls, & Sizing MHResidential Heating/Cooling - PTCS Commissioning, Controls, & Sizing SFResidential Heating/Cooling - PTCS Duct Sealing MHResidential Heating/Cooling - PTCS Duct Sealing SFResidential Heating/Cooling - PTCS Ducts InsideResidential Heating/Cooling - Room Air ConditionersResidential Lighting - CFLsResidential Lighting - LED Holiday StringsResidential Lighting - Specialty CFLs and LED DownlightsResidential New Construction - Built Green WashingtonResidential New Construction - Energy Star and Ecorated Homes MHResidential New Construction - Energy Star Homes MFResidential New Construction - Energy Star Homes SF - ID/MT BOP2Residential New Construction - Energy Star Homes SF - OregonResidential New Construction - Energy Star Homes SF - WA/ID/MTResidential New Construction - Energy Star Homes SF - WA/ID/MT DHP TCOResidential New Construction - Montana HouseResidential New Construction - Multifamily Low RiseResidential New Construction - Slab InsulationResidential Smart Plug Power StripsResidential Weatherization - Manufactured HomeResidential Weatherization - Multi-FamilyResidential Weatherization - Single Family

Sector NReviewed or Assigned for

Review

Need Review and Assignment

Residential 42 23 19Commercial 40 3 37Agricultural 6 2 4Industrial 2 1 1All 90 29 61

UES Measure List(

http://www.nwcouncil.org/energy/rtf/measures/Default.asp

)

4

Residential RTF UES Measures (those not yet reviewed against Guidelines and currently “unassigned”)

MeasureMeasure

StatusLatest RTF Decision

Sunset Date

DHW - Drain Waste Heat Recovery DeemedNew Construction - Energy Star Homes SF - Oregon DeemedLighting - Specialty CFLs and LED Downlights Deemed Jan-11 Apr-12Appliances - Refrigerator/Freezer Decommissioning Deemed Jun-10 Jun-12New Construction - Built Green Washington Deemed Aug-10 Jul-13New Construction - Energy Star Homes SF - WA/ID/MT Deemed Aug-10 Jul-13Heating/Cooling - Ductless Heat Pumps SF (Provisional) Provisional Sep-08 Sep-13New Construction - Energy Star and Ecorated Homes MH Deemed Mar-09 Mar-14Heating/Cooling - PTCS Ducts Inside Deemed May-09 May-14DHW - Effi cient Tanks Deemed Jun-10 Jun-15Appliances - Clothes Washers in SF Deemed Aug-10 Aug-15Appliances - Dishwashers Deemed Aug-10 Aug-15Appliances - Freezers Deemed Aug-10 Aug-15Heating/Cooling - Air Source Heat Pump Conversions MH Deemed Aug-10 Aug-15Heating/Cooling - Air Source Heat Pump Upgrades MH Deemed Aug-10 Aug-15Heating/Cooling - Air Source Heat Pump Upgrades SF Deemed Aug-10 Aug-15Heating/Cooling - PTCS Commissioning, Controls, & Sizing MH Deemed Aug-10 Aug-15Heating/Cooling - PTCS Commissioning, Controls, & Sizing SF Deemed Aug-10 Aug-15Heating/Cooling - PTCS Duct Sealing MH Deemed Aug-10 Aug-15

• Sorted by Sunset Date. Blanks have not been assigned sunset dates (they’re old measures).

5

Grocery RTF UES Measures (those not yet reviewed against Guidelines and currently “unassigned”)

MeasureMeasure

StatusLatest RTF Decision

Sunset Date

Grocery - Anti-sweat heater controls DeemedGrocery - Autoclosers DeemedGrocery - Compressor Head Fan Motor Retrofit to ECM DeemedGrocery - Door Gasket Replacement DeemedGrocery - ECMs for Walk-ins DeemedGrocery - Lighting - CFLs DeemedGrocery - Lighting - T8s DeemedGrocery - Night Covers DeemedGrocery - PSC Motors DeemedGrocery - Vending Machine Controller DeemedGrocery - Visi-Cooler DeemedGrocery - Walk-in Evaporator Fan Shaded-Pole Motor Controllers DeemedGrocery - Walk-in/Reach-in Door Retrofit DeemedGrocery - Strip Curtains (Provisional) Provisional Aug-10 Aug-11Grocery - Display Case LEDs Deemed Jan-10 Jan-12Grocery - Display Case Motion Sensors Deemed Jan-10 Jan-12Grocery - ECMs for Display Cases Deemed Jan-10 Jan-12Grocery - Walk-in Evaporator Fan ECMotor Controllers Deemed Sep-10 Mar-12Grocery - Display Case LEDs (Open Cases) Deemed Sep-10 Sep-12Grocery - Rooftop Unit Supply Fan VFDs Deemed Sep-10 Sep-15Grocery - Floating Head Pressure Controls for Single Compressor Systems Deemed Nov-10 Nov-15

6

“Other” RTF UES Measures (those not yet reviewed against Guidelines and currently “unassigned”)

Sector MeasureMeasure

StatusLatest RTF Decision

Sunset Date

Commercial Cooking Equipment - Combination Ovens Deemed Nov-09 May-11Commercial DHW - Showerheads (Provisional) Provisional Apr-10 Sep-11Commercial Smart Plug Power Strips Provisional Mar-10 Oct-11Commercial Appliances - Refrigerator/Freezer Decommissioning Deemed Jun-10 Jun-12Agricultural Variable Frequency Drives - Dairy Deemed Jan-13Commercial Appliances - Ice Makers Deemed May-08 May-13Agricultural Variable Frequency Drives - Potato/Onion Shed Deemed Apr-09 Apr-14Commercial Cooking Equipment - Pre-Rinse Spray Valves Deemed Apr-09 Apr-14Commercial Cooking Equipment - Hot Food Holding Cabinets Deemed May-09 May-14Commercial Cooking Equipment - Steamers Deemed May-09 May-14Agricultural Motor Rewind Deemed Jul-09 Jul-14Agricultural Stock Watering Tanks Deemed Jul-09 Jul-14Industrial Motor Rewind Deemed Jul-09 Jul-14Commercial Appliances - Clothes Washers Deemed Aug-09 Sep-14Commercial Traffi c Signals Deemed Aug-09 Sep-14Commercial Appliances - Dishwashers Deemed Nov-09 Nov-14Commercial Cooking Equipment - Convection Ovens Deemed Nov-09 Nov-14Commercial Appliances - Refrigerators and Freezers Deemed Mar-10 Mar-15Commercial DHW - Effi cient Tanks Deemed Jun-10 May-15Commercial Cooking Equipment - Fryers Deemed Jun-09 Jun-15Commercial New Construction - Energy Smart Design Small Offi ce ?

7

Deemed Measures Review SOW Outline

• Review RTF Guidelines and recent measure history– Review previous Recommendation Memo(s) for similar measures, if any.

• (Looking for consistency, but not necessarily precedence)

• Inspect primary Excel measure workbooks and relevant linked workbooks for input assumptions, sources, and calculation methodology; compare to Guidelines.

• Present deliverables to subcommittee (in detail) for approval of proposed updated status– Finalize deliverables per subcommittee input

• Present a summary of recommendations to RTF (Goal: approval of updated status)– Finalize deliverables based on RTF decision

8

Deemed Measure Review SOW Outline (continued)

• Deliverables (for each measure)– Recommendation memo (follow SBW’s template)

• Summary Recommendation (Status according to Guidelines)• Limitation of Review• Additions made to Workbook Documentation• Workbook Calculation Errors• Recommendations for Updates

– Workbook Structure and Formulas, Documentation, Measure Definition, UES Savings Estimation Method, and Input Parameters

– Guideline Checklist– Revised Measure Workbook

• Add Summary worksheet• Correct Errors• Improve documentation of sources and calculation algorithms throughout

workbook• Update with latest version of ProCost and economic assumptions

9

That’s it for this SOW…So Then What?

• Many measures will likely be re-classified as “out-of-compliance” and will need further study/work:– Documentation and Errors

• Some improvements in documentation and error correction will be accomplished under the 2011 SOW, but more complex issues won’t fit within the budget/scope.

– Field research/data collection• This will not be accomplished under the 2011 project

• RTF will then prioritize which measures/studies to undertake. – This effort (prioritizing, scoping, and the actual updates) is

expected to be a primary component of the 2012 RTF work plan (and probably beyond)

10

11

Deemed Measure Reviews• Total Budget: $290,000

– Reminder: This work falls under the $500,000 “Deemed Measure and Standard Protocol Review” 2011 workplan. So far, we have allocated $210k to this overall effort.

– The goal is to get a review/recommendation on all remaining UES measures. However, depending on actual costs, some review work may need to carry over to 2012 (proposal is to give priority to measures soonest to sunset)

• Proposed Timeline– Subcommittee to review SOW language before next RTF meeting– RTF review and approval of SOW at May meeting– Contracts in place by July– Draft deliverables available to subcommittee(s) in September– RTF Review/Decision on revised measure statuses in November and December

• What we need from the RTF Today– General Input for the SOW contents

• Head nods to proceed with SOW development at subcommittee level

– General Input for the overall multi-year UES Measure update approach• Head nods to proceed

– Volunteers for a subcommittee to provide ongoing support and direction for this project• First assignment will be to review the SOW language in 2 weeks• (Then, select contractor(s), attend kickoff meeting(s), and review deliverables)

12

Measure Cost and

Non-energy Benefits

Guidelines Development

13

Measure Cost/NEB Guidelines Goal: Develop written guidelines to assist RTF in determination of measure cost and non-

energy benefits.

SOW Components• Review in detail RTF measure costs and NEB’s for 20 UES measures

– Reviewed measures should have a wide mix of different cost/NEB methodologies, including: • residential clothes washers, residential refrigerators, commercial refrigerators, refrigerator recycling,

weatherization, MH and SF duct sealing, ASHP’s, GSHP’s, ducts inside, grocery measures, residential new construction, CFL’s, commercial cooking measure, irrigation measures, industrial motors, network PC control

• Deliverables– Guidelines

• Applicable to UES, Standard Protocol, Custom, and Evaluated measures• Allowable methods

– Data requirements• Documentation requirements

– Cost/NEB Recommendation Memo’s for the 20 reviewed UES measures• Similar to the memo’s for determination of UES’s

• Presentation of draft deliverables to the subcommittee– Subcommittee to make decision on its recommendation to the RTF to accept

• Presentation of revised deliverables to full RTF– Revise/Finalize based on RTF input

14

Measure Cost/NEB Guidelines• Total Budget: $100,000• Proposed Timeline

– Subcommittee to review SOW language before next RTF meeting– RTF review and approval of SOW at May meeting– Contract in place by July– Draft deliverables available to subcommittee(s) in August– RTF Review/Decision on Cost/NEB Guidelines in October

• What we need from the RTF Today– Input for the SOW contents– Head nods to proceed– Volunteers for a subcommittee to provide ongoing support and direction for

this project• First assignment will be to review the SOW language in 2 weeks• (Then, select contractor(s), attend kickoff meeting(s), and review deliverables)

15

Measure Life Guidelines Development

16

Measure Life GuidelinesGoal: Develop written guidelines to assist RTF in determination of measure life.

SOW Components• Review and document all existing RTF-assigned measure lives

– Involves digging through RTF workbooks• Often there are multiple measure lives for measures with multiple UES components

• Perform National literature review of:– Studies designed to determine measure life for efficiency measures– Non-RTF assigned measure lives for EE measures

• Deliverables– List of RTF-assigned measure lives– Memo summarizing literature review (including references)

• Electronic files of readily available studies

– Guidelines• Applicable to UES, Standard Protocol, Custom, and Evaluated measures• Allowable methods

– Data requirements• Documentation requirements

• Presentation of draft deliverables to the subcommittee– Subcommittee to make decision on its recommendation to the RTF to accept

• Presentation of revised deliverables to full RTF– Revise/Finalize based on RTF input

17

Measure Life Guidelines• Total Budget: $60,000• Proposed Timeline

– Subcommittee to review SOW language before next RTF meeting– RTF review and approval of SOW at May meeting– Contract in place by July– Draft deliverables available to subcommittee(s) in August– RTF Review/Decision on Measure Life Guidelines in October

• What we need from the RTF Today– Input for the SOW contents– Head nods to proceed– Volunteers for a subcommittee to provide ongoing support and direction for

this project• First assignment will be to review the SOW language in 2 weeks• (Then, select contractor(s), attend kickoff meeting(s), and review deliverables)