Transcript GUIDELINES FOR RTF MEASURE LIFE Briefing to the Regional Technical Forum May 15, 2012 Lisa A.

GUIDELINES FOR RTF
MEASURE LIFE
Briefing to the
Regional Technical Forum
May 15, 2012
Lisa A. Skumatz, Ph.D.
Skumatz Economic Research Associates
Mark Kendall, oversight
RTF – EUL Subcommittee
1
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
SERA
RTF SUBCOMMITTEE
MEMBERS
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Mark Kendall, Mgr
NW Council:
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Gillian Charles
Nick O’Neil
Tom Eckman
Charlie Grist
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BPA:
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Danielle Giding
Erin Hope
Lauren Gage
Mark will add a slide on
Meetings & attendees
Adam Hadley, Hadley Energy
Mike Baker, SBW Consulting
David Baylon, Ecotope
Eugene Rosolie, Cowlitz PUD
Tacoma
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Andi Baker
Rich Arneson
Graham Parker, PNNL
Ian Doyle, LM Co
Tom Leinhard, Avista
Sarah Castor, Energy Trust
Oregon
Consultant Team
SERA
EUL SUBCOMMITTEE
TIMELINE / STATUS
Aug
Sept
Oct
Nov
Dec
Jan
Feb
Mar
8/10 - Kickoff / EUL seminar; research / literature
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
4
SERA
EUL SUBCOMMITTEE
PARTICIPATION
Subcommittee
8/10
Rich Arneson
X
Andi Baker
X
9/23
10/17
11/14
12/20
1/2
1/30
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X
2/28
3/20
3/28
3/30
4/4
4/6
4/13
5/2
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Doug Brawley
X
Eric Brateng
X
Geoff Carr
Gillian Charles
2/24
X
Mike Baker
Dave Baylon
2/17
X
X
X
X
X
X
X
X
X
X
Elizabeth Daykin
Ian Doyle
X
Tom Eckman
X
Lauren Gage
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
Danielle Gidding
Charles Grist
Adam Hadley
X
Erin Hope
X
X
Mark Kendall
X
X
Tom Leinhard
X
X
Nick O'Neil
X
Graham Parker
X
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X
X
X
X
X
X
X
X
X
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X
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Eugene Rosolie
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Lisa Skumatz
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Juri Freeman
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Tina Jayaweera
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Joshua Rushton
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Aquilla Malones
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5
SERA
DRAFT GUIDELINES
Guidelines
1.
2.
3.
Background, purpose
Guidelines for Analysis of
EULs
1. Identifiers
2. EUL Identification
3. Data sources
4. Analysis to develop /
maintain EULs
Documenting EULs
1. Default table & not
2. Data Sets
3. Summary Workbook
4. Guidelines Checklist
Appendices
A.
B.
C.
D.
E.
Default EUL Table (Excel)
Quality Categories
Summary Worksheet (Excel)
Guidelines Checklist (Excel)
Bibliography / Adjustment
Sources
F. Best practices for EUL from
primary data
G. Best practices for behavioral
EUL
H. Bibliography / references
6
SERA
EUL SUMMARY SHEET
& CHECKLIST
(UNDER SEPARATE COVER)
 Summary Sheet: summary of…
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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 …
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Yes / no for each 3rd level heading in the guidelines
Summary form completed
7
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)
SERA
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)
SERA
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)
SERA
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)
SERA
EUL GUIDELINES
 RTF Measure EUL Summary Worksheet (3.3) – must be
completed (3.3.1)
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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
SERA
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
SERA
EUL GUIDELINES
 Walk through:
 A) Default EUL Table;
 C) Summary Worksheet; and
 D) Guidelines Checklist Template – Mark’s example
 Discussion and questions
SERA
EUL DEFAULT TABLE
(UNDER SEPARATE COVER)
16
SERA
EUL SUMMARY SHEET
(UNDER SEPARATE COVER)
17
SERA
EUL CHECKLIST
(UNDER SEPARATE COVER)
18
SERA
RTF DISCUSSION &
QUESTIONS
 Thanks to subcommittee !
SERA
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.
SERA