1. UES MEASURE REVIEW PROJECT Final Report March 14, 2012 Regional Technical Forum Presented by: Jeff Romberger

2. Project Goals Conduct detailed reviews of high priority UES measure categories Enhance transparency of UES measure workbooks and add Summary sheet Check savings estimates for compliance with the June 1, 2011 Guidelines Develop update recommendations based on detailed review of workbooks and regional / national source materials 2 3/14/2012

3. Project Goals Screen all 61 UES Measures for priority and categorization Priorities include:  Regional resource importance  Utility ranked importance  Level of effort to update for RTF approval Categorization includes  Remain UES  Standard or Custom Protocol  Small Savers 3 3/14/2012

4. Detailed Review Methodology Workbook Inspection Enhance documentation Complete Summary worksheet Online archive search for data Sources  CALMAC  ACEEE  CEE/IEPEC  Other 4 3/14/2012

5. More Detailed Review Methodology 5 3/14/2012 Developed recommendation memo Created new workbook  Current ProCost Model  Correct reference data  All calculations verified RTF staff review for  Correct recommendation memo content  Additional data sources  New Workbook corrections and updates  Discussions with reviewers to finalize

6. Measure Status Recommendation Criteria Active  No errors in the workbook  Savings estimations comply with June 1, 2011 Guidelines for the Development and Maintenance of RTF Savings Estimation Methods Under Review  Errors to be corrected  Calculation updates with new identified data sources to bring into compliance with Guidelines Out of Compliance  Lack of data sources identified that can bring the savings estimations into guideline compliance 6 3/14/2012

7. Detailed Measure Reviews Completed 7 3/14/2012