GUIDELINES FOR RTF MEASURE LIFE

Briefing to the Regional Technical Forum

May 15, 2012Lisa A. Skumatz, Ph.D.

Skumatz Economic Research AssociatesMark Kendall, oversightRTF – EUL Subcommittee 1

SERA

OVERVIEW & STATUS Objective: Develop electric energy

efficiency measure life guidelines Consultant Team: SERA & Cadmus Timeline

August to now – EUL / methods research, guidelines development and feedback from RTF subcommittee; revised guidelines developed with oversight from subcommittee

Products Draft guidelines and technical /

bibliographical appendices Default EUL Table (quasi-populated),

Summary sheet, and checklist

2

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RTF SUBCOMMITTEE MEMBERS Mark Kendall, Mgr NW Council:

Gillian Charles Nick O’Neil Tom Eckman Charlie Grist

BPA: Danielle Giding Erin Hope Lauren Gage

Adam Hadley, Hadley Energy Mike Baker, SBW Consulting David Baylon, Ecotope Eugene Rosolie, Cowlitz PUD Tacoma

Andi Baker Rich Arneson

Graham Parker, PNNL Ian Doyle, LM Co Tom Leinhard, Avista Sarah Castor, Energy Trust

Oregon Consultant Team

Mark will add a slide on Meetings & attendees

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EUL SUBCOMMITTEE TIMELINE / STATUS

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Aug Sept Oct Nov Dec Jan Feb Mar

8/10 - Kickoff / EUL seminar; research / l iterature

9/23 - Draft Document, Subcommittee meeting

10/17 - Revised draft, tool, Subcommittee Meeting

11/14 - Revised draft, tool, Subc. meeting, Sm. Group discussion

12/20 - Revised draft, PM discussion/review

1/2 - Flow chart, deviations table, PM discussion

1/30 - Revised doc, Summary & Checklist, Subc. Mtg.

2/14 - RTF Progress Update; posted 2/7

Feb - Revised docs, Issues, Subc. Mtg.

Feb/Mar - Finalize docs, presentation

3/13 - RTF Review; posted 3/6

Analysis & finalization

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EUL SUBCOMMITTEE PARTICIPATION

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Subcommittee 8/10 9/23 10/17 11/14 12/20 1/2 1/30 2/17 2/24 2/28 3/20 3/28 3/30 4/4 4/6 4/13 5/2

Rich Arneson X                   X     X      

Andi Baker X   X                            

Mike Baker               X X                

Dave Baylon X             X     X     X      

Doug Brawley     X                            

Eric Brateng                 X   X     X X X  

Geoff Carr     X                            

Gillian Charles X X X X X X X X X X X X X X X X X

Elizabeth Daykin                   X X X     X X X

Ian Doyle X X         X                    

Tom Eckman X                           X X X

Lauren Gage   X           X X   X           X

Danielle Gidding                                  

Charles Grist   X           X   X       X      

Adam Hadley X                 X   X   X   X  

Erin Hope X X             X X X X          

Mark Kendall X X X X X X X X X X X X X X X X X

Tom Leinhard X X     X   X     X   X   X X    

Nick O'Neil X                 X   X       X X

Graham Parker   x             X                

Eugene Rosolie X X           X       X   X X X X

Lisa Skumatz X X X X X X X X X X X X X X X X X

Juri Freeman X X X           X                

Tina Jayaweera X                                

Joshua Rushton X   X         X           X      

Aquilla Malones X                                

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DRAFT GUIDELINES

AppendicesA. Default EUL Table (Excel)B. Quality CategoriesC. Summary Worksheet (Excel)D. Guidelines Checklist

(Excel)E. Bibliography / Adjustment

SourcesF. Best practices for EUL

from primary dataG. Best practices for

behavioral EULH. Bibliography / references

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Guidelines1. Background, purpose2. Guidelines for Analysis

of EULs1. Identifiers2. EUL Identification3. Data sources4. Analysis to

develop / maintain EULs

3. Documenting EULs1. Default table & not2. Data Sets3. Summary Workbook4. Guidelines Checklist

SERA

EUL SUMMARY SHEET& CHECKLIST(UNDER SEPARATE COVER)

Summary Sheet: summary of… Walk down sources for base value; documentation, quality

level note Walk down possible adjustments – include / exclude /

justify Compute any adjustment factors / apply to base if

justified Document / recommend / note EUL Sunset criteria if any Checklist completed

Guidelines Checklist: documents guidelines followed … Yes / no for each 3rd level heading in the guidelines Summary form completed

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SERA

EUL GUIDELINES Terms / definitions (1.2) Measure specification / attributes (2.1) EUL identification (2.2) (columns of the

default EUL table) Contributing factors substantially affecting

EUL are included in analysis (2.2.1) Contributing factors not applicable to the

measure are not included in analysis (2.2.2)

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EUL GUIDELINES Data sources (2.3)

Info from default table is used, where applicable (2.3.1)

Data sources for EUL values appropriately reflect measure and are well-documented (2.3.2)

Data sources for adjustment factors appropriately reflect measure and are well-documented (2.3.3) (with listing of items for consideration)

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EUL GUIDELINES Analysis to develop and maintain EULs

(2.4) Analysis methods using secondary data are

appropriate to the measure and databases (2.4.1)

Primary data analysis should be conducted to industry standard, where feasible (2.4.2)

SERA

EUL GUIDELINES Documenting EULs (3.0) –

Summary sheet as a tab in Measure (Assessment) workbook – usually default table; other cases include review of secondary sources or derivation with adjustments – and documentation

Analysis (3.1) – For measures in the Default EUL Table, the analysis for each EUL and adjustment is transparent and made readily available (3.1.1)

For measures not in the Default EUL Table, the analysis for each EUL and adjustment is transparent and made readily available. (3.1.2)

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EUL GUIDELINES Data Sets (3.2)

The dataset(s) for adjustments or for derivation of EULs not included in the Default EUL Table are provided in the Measure (Assessment) Workbook, or otherwise made readily available (3.2.1)

Include datasets (pre/post), description of data cleaning.

If datasets not amenable to inclusion in Measure (Assessment) Workbook, included on RTF website (NOT URL to another site)

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EUL GUIDELINES RTF Measure EUL Summary Worksheet (3.3) – must be

completed (3.3.1) Inventories: measure definition / class ID of starting value / source; associated quality

level Contributing factors included & excluded /

justification for exclusion; ID included factors computed

Sources for data for EUL and adjustments – and datasets and adjustments made

Analysis method, resulting EUL estimate, adjustment factors, and how applied

Rationale for analysis method, data sources selected Documentation of analyst Notes on any EUL sunset conditions

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EUL GUIDELINES Checklist and Appendices

EUL Guidelines Checklist must be completed. (3.4.1)

Appendix B – Quality label table (include) Appendix E – Bibliography of sample sources

for adjustment factors (existing literature) Appendix F – Methods for developing EUL from

Primary data or assessing EUL report from primary data

Appendix G – Methods for Behavioral savings EULs

Appendix H – Bibliography / references

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EUL GUIDELINES Walk through:

A) Default EUL Table; C) Summary Worksheet; and D) Guidelines Checklist Template – Mark’s

example

Discussion and questions

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EUL DEFAULT TABLE(UNDER SEPARATE COVER)

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EUL SUMMARY SHEET(UNDER SEPARATE COVER)

17

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EUL CHECKLIST (UNDER SEPARATE COVER)

18

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RTF DISCUSSION & QUESTIONS

Thanks to subcommittee !

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EUL GUIDELINES Recommended Motion for Adoption

The RTF adopts the Measure Life Guidelines as operational and advises staff to forward the guidelines to the Policy Advisory Committee for review.