1. UPDATE ON GROCERSMART 4.0 RESEARCH PLAN Regional Technical Forum May 3, 2011

2. Status Update  In April RTF asked for an abstract of a research plan to calibrate GS 4.0  Calibrate to measured data for baseline & savings  Suitable of impact evaluation  Aim for eventual demonstration of GS 4.0 as standard protocol  Task to Grocery Refrigeration subcommittee with addition of evaluation experts  Subcommittee met twice in interim  Well attended, open and frank discussion (notes on web)  Concept for data collection & calibration identified  Research Plan not ready yet 2

3. First Meeting  Settled on key elements of data collection  15 minute interval data  Refrigeration end use and whole building  Pre-Post approach  Gas too for measures with significant HVAC interaction  Calibrate baselines & savings estimates Pre & Post  Bundled measure approach on savings  Sampling discussion 3

4. Second Meeting  Reviewed research abstract from PECI  Discussed further development of research, additional sub- metering, ambient temperature issues, calibration approach, sampling approach, sample sizes  Identified issues due to dual purposes of research  Impact Evaluation (Program Utilities @ BPA, Avista & Puget)  Calibration of GS 4.0 as RTF Standard Protocol (PECI & Utilities)  Sketched out approaches for responsibilities Utilities, PECI, third party & RTF. Avoid conflicts of interest. Arrange funding.  PECI & Program Utilities to collaborate on next iteration of research design and approach 4

5. Next Steps  Utilities and PECI to draft more fully formed research plan with input from RTF staff  Address both research design & implementation  Use template in Appendix C from Guidelines?  Present plan to subcommittee for review  Subcommittee to review research plan and make recommendations on  Sufficient to qualify GS 4.0 as Provisional Protocol? Will the research likely provide sufficient information to develop & test the simplest reliable estimation procedure?  Peer review of program impact evaluation plan if asked 5