Guidelines Subcommittee Guidelines Webpage
This page houses past RTF Guidelines subcommittee materials, as well as materials related to since-resoled, specific Guidelines issues.
Individual Guidelines Revisions Archive
2017
- Complete Operative Guidelines (Released May 18, 2018) (1.1mb PDF)
- 2017 Guidelines Update Tracker
2015
- Complete Operative Guidelines (Released December 8, 2015) (1mb PDF)
- Roadmap 2015 (532k PDF)
- Savings 2015 (608k PDF)
- Costs and Benefits 2015 (307k PDF)
- Lifetime 2015 (248k PDF)
- Supporting Documents 2015 (88k PDF)
- Roadmap Changes Since 2014 (Redline)
- Savings Changes Since 2014 (Redline)
- Supporting Documents Changes Since 2014 (Redline)
- Costs and Benefits Changes Since 2013 (Redline)
- Lifetime Changes Since 2013 (Redline)
2014
- Complete Operative Guidelines (Released June 17, 2014) (1mb PDF)
- Roadmap 2014
- Savings 2014
- Supporting Documents 2014
- Roadmap Changes Since 2013 (Redline)
- Savings Changes Since 2013 (Redline)
2013
- Complete Operative Guidelines (Released April 16, 2013) (1mb PDF)
- Costs and Benefits 2013
- Lifetime 2013
- Savings 2013
- Costs and Benefits 2013
- Lifetime 2013
- Roadmap 2013
Drafts
Development of RTF Guidelines for Custom Measures and Program Impact Evaluation
Subcommittee work on this Guidelines topic has concluded.
Summary - The RTF contracted with SBW Consulting, Inc. to develop savings estimation guidelines for custom measures and program impact evaluation. These guidelines will supplement the Guidelines for RTF Savings Estimation Methods, Release 6-1-11.
Supporting Documents
Evaluation Manager Interview Guide: SBW will performed interviews with 14 evaluation managers throughout the Region using this interview guide. Additionally, subcommittee members and any other interested parties were asked to submit written answers to the questions within the interview guide. Responses were posted to this website.
Background Materials:
- Work Plan (60k Word)
- Statement of Work (1mb PDF)
- Request for Proposals (40k PDF)
Relevant Meetings:
Guidelines Development for Unit Energy Savings (UES) Measure Life
Subcommittee work on this Guidelines topic has been concluded.
Summary - The RTF contracted with Skumatz Economic Research Associates, Inc. (SERA) to develop guidelines for estimating electric energy efficiency measure life, which will supplement the Guidelines for RTF Savings Estimation Methods, Release 6-1-11.
The Contractor developed a guidelines checklist for estimating measure life or RTF unit energy savings (UES) measures and standard protocols.
Final Materials:
- Final Guidelines for the Development and Maintenance of Measure Lifetimes
- Final Measure Life Summary Sheet and Checklist
Background Materials:
- Measure Life Guidelines Development Schedule (15k Excel)
- Statement of Work (180k PDF)
- Request for Proposals(60k PDF)
Guidelines Development for Unit Energy Savings (UES) Measure Cost and Non-Energy Benefits (NEB)
Subcommittee work on this Guidelines topic has been concluded.
Summary - The RTF contracted with Navigant Consulting to develop guidelines for estimating electric energy efficiency measure cost and non-energy benefits, which will supplement the Guidelines for RTF Savings Estimation Methods, Release 6-1-11.
The Contractor developed guidelines for estimating measure cost and NEB for RTF unit energy savings (UES) measures, custom protocols, and standard protocols.
Final Materials:
- RTF Measure Costs and Benefits Guidelines
- Summary Sheet and Guidelines Checklist
- Example Standard Information Workbook
- Guide for Revisions (for internal use)
Background Materials:
- Proposed Work Plan (390k PDF)
- Statement of Work (180k PDF)
Pacific Northwest Deemed Measure Review and Standardized Measurement and Verification Protocols Projects
Work on this Guidelines topic has been concluded.
Summary - The RTF issued two requests for proposals for a deemed measure review project and a standardized measurement and verification (M&V) protocols project. The RTF selected SBW Consulting as the contractor for both projects and subsequently merged two subcommittees into one to provide oversight for both projects.
Deemed Measure - The purpose of this work is to strengthen technical analyses and input assumptions used for deemed energy efficiency measures by the RTF and recommend the addition or removal of deemed measures by the RTF. Work and work products under this contract will involve a review and comparison of deemed electrical energy savings used throughout the Northwest region with those used nationally. SBW will provide a detailed review of the energy savings calculation methodologies and input assumptions if the comparison of regional and national methodologies and assumptions reveals significant differences or if the RTF has omitted a measure or if the measure is considered a priority.
Standardized M&V - The purpose of this project is to develop a suite of measure-specific, simplified M&V protocols approved by the RTF for use in Pacific Northwest electric energy efficiency programs. By providing simplified M&V protocols, the RTF intends to help reduce the barriers commonly associated with development and implementation of custom M&V plans. SBW will perform a review of M&V protocols and calculators used in energy efficiency programs throughout the Region and the country, make recommendations for streamlining measurement implementation, and begin creating a suite of RTF-approved simplified M&V protocols.
Past Iterations
Revised Savings Guidelines for December 11, 2012 RTF meeting:
- Guidelines for RTF Savings Estimation Methods (12-04-2012) Clean
- Guidelines for RTF Savings Estimation Methods (12-04-2012) Redline
Subcommittee comments on Savings Guidelines:
- Guidelines for RTF Savings Estimation Methods (11-30-2012) Redline
Reviewer comments:
- Guidelines for RTF Savings Estimation Methods (11-07-2012) Redline
- Subcommittee meeting Minutes (11-06-2012)
At its August, 2012 meeting, the RTF reviewed and accepted the changes made to incorporate Appendix D & E into the main body of the savings guidelines. Additional comments from reviewers regarding changes to the main body of the savings guidelines outside the Appendix D&E incorporation are were addressed in follow-up subcommittee meetings. The version of this mark-up with aggregated reviewer comments and contractor responses is below:
Presentation Materials for August 21, 2012 RTF meeting and discussion:
- Guidelines for RTF Savings Estimation Methods (8-15-2012) Redline
- Guidelines for RTF Savings Estimation Methods (8-15-2012) Clean
Reviewer comments on July 19, 2012 markup:
- Guidelines for RTF Savings Estimation Methods (7-19-2012)_lmg.docx
- Guidelines for RTF Savings Estimation Methods (7-19-2012)-NO.docx
- Guidelines for RTF Savings Estimation Methods (7-19-2012)_JB.docx
Final Adopted versions of Appendix D & E prior to Savings Guidelines roll-up:
- Appendix D - Estimating Savings for Custom Measures 6-19-2012.docx
- Appendix E - Program Impact Evaluation Protocols 6-19-2012.docx
At its June 1, 2011 meeting, the RTF authorized staff to forward the Guidelines for RTF Savings Estimation Methods, Release 6-1-11 to the Council for review of the policy implications of their adoption and use. The Guidelines describe how the RTF will judge whether the quality of the data and analytical methods are sufficient to produce reliable savings estimates. As of June 1, 2011, the Guidelines Release 6-1-11 are the operative guidelines the RTF will use to review its existing library of savings estimates and protocols for estimating savings as well as to review prospective new measures.
- Operative Guidelines, Release 6-1-11(1mb PDF)
Post-RTF meeting, draft of 6/1/2011, version 2 - Draft Guidelines for RTF Savings
- Estimation Methods (2mb Word) Redline
6/1/2011 - Draft Guidelines for RTF Savings Estimation Methods -PDF (750k) / Word (2mb)
- Guidelines with mark-up Word (2.1mb)
- Revised Figure 1 Visio /PDF
- Appendix A - Deemed Guidelines Checklist (20k Excel)
- Appendix B - UES Measure Summary Sheet (20k Excel)
- Appendix C - Standard Protocol Example and Template (70k Word)
5/16/2011 - Draft Guidelines for RTF Savings Estimation Methods: PDF (750k) / Word (2mb)
- Guidelines with mark-up PDF (760k PDF)/Word (2.1mb)
- Revised Figure 1 Visio /PDF
- Appendix A - Deemed Guidelines Checklist( 20k Excel)
- Appendix B - UES Measure Summary Sheet (20k Excel)
- Appendix C - Standard Protocol Example and Template (70k Word)
3/31/2011 - Draft Guidelines for RTF Approved Savings (620k PDF)
- Draft UES Matrix (4/5/11 draft)
- Revised Figure 1 (4/5/11 draft)
- Appendix A - Deemed Guidelines Checklist (20k Excel)
- Appendix B - Deemed Measure Summary Sheet (20k Excel)
- Appendix C - Standard Protocol Example and Template (70k Word)
- Guidelines with mark-up
3/21/2011 - Revised draft: Section 6.0 Program Impact Evaluation(30k Word) Discussed at 3/22 webinar
3/1/2011 - with mark-up: Draft Guidelines for RTF Approved Savings(170k Word)
2/25/11 - Draft Guidelines for RTF Approved Savings(600k PDF)
- Appendix A - Deemed Guidelines Checklist(15k Excel)
- Appendix B - Deemed Measure Summary Sheet(20k Excel)
- Appendix C - Standard Protocol Example and Template(70k Word)
- Guidelines w/ mark-up from 1/25/11 version(190k PowerPoint)
1/28/2011 - Draft Standard Savings Estimation Protocols
- VAV Conversion (60k Word)
- Variable Speed Air Compressor (60k Word)
- Fan VFD (70k Word)
- Lighting Capacity Reduction with Code Baseline (60k Word)
- Pump VFD (60k Word)
- Refrigeration Compressor VFD (60k Word)
- Refrigeration Condenser Fan VFD (70k Word)
1/25/2011 - Draft Guidelines for RTF Approved Savings (600K PDF)
- Appendix A - Deemed Guidelines Checklist (15k Excel)
- Appendix B - Deemed Measure Summary Sheet (20k Excel)
- Appendix C - Standard Protocol Example and Template (70k Word)
- Guidelines with mark-up from 12/2/2010 version (170k Word)
12/2/2010 - Final Report (90k Word)
12/2/2010 - Detailed Reviews(100mb zip): Individual workbooks and memos created for each detail review measure category referenced in the final report.
12/2/2010 - Citations Cross Reference- National and Regional (78mb zip): Cross-reference listing of the source documents cited in the final report and their locations.
- Sources (78mb Zip): cited in review
- Documents (1G Zip): obtained by search, referenced in the report and contains all the documents obtained in SBW's search, regardless of whether they are relevant to the 20 detail review measure categories
12/1/2010 - Revised Guidelines (380k Zip): Development and Maintenance of RTF-Approved Measure Savings Estimates, includes guidelines and appendices A and B
10/10/2010 - Deemed Measure Detailed Reviews (100mb Zip): Separate folders for each measure category
10/10/2010 - Simplified M&V Fan VFD (38mb Zip)
7/30/2010 - Final Rankings (210k Excel): Deemed and Simplified M&V Measures