1. G UIDELINE R EVISIONS – R ELEASE 1-25-11 February 1, 2011 Regional Technical Forum Presented by: Michael Baker

2. 1. Scope and Purpose Custom Protocols are further defined Program Impact Evaluation added as a fourth type of savings estimation method Key Terms section moved here from Section 2 so that it can serve the whole document Regional R&D recognized as an important source of measures 2 2/1/2010

3. 2. Deemed Unit Energy Savings (UES) Eligibility combined with Measure Identifiers Consensus opinion allowed for less important input parameters “Value Basis” removed from reliability standard Addition of a checklist to assist in completing measure proposals New stage added for “Small Savers”. Expert opinion provided on these by RTF but no approved UES values. 3 2/1/2010

4. 2. Deemed (continued) Pilot stage modified to include expert opinion on preliminary estimates of UES, but no approved values. Many minor clarifications 4 2/1/2010

5. 3. S TANDARD P ROTOCOLS FOR S ITE -S PECIFIC S AVINGS ESTIMATES Minor clarifications 5 2/1/2010

6. 4. Custom Protocol for Site-Specific Savings Estimates Three sub-sections added to define this method  Required Knowledge and Skills of Practitioner  Site-Specific Savings Estimation Plan  Site-Specific Savings Report Measure Description Measure Commissioning Data Collection Sampling Procedure Savings Estimation Cost Effectiveness Analysis 6 2/1/2010

7. 5. Program Impact Evaluation Two sub-sections define this method  Impact Evaluation Types and Standards Claim Verification Delivery Verification Statistical Analyses of Utility Metering Engineering Savings Estimation  Regional Collaboration Impact Evaluation Protocol Pilots and Provisional Data Collection Regional Program Impacts Tracking Progress Against Regional Power Plan 7 2/1/2010

8. 6. Integration Among Savings Estimation Methods New section to highlight opportunities integration among the four methods  Impact Evaluation of Deemed Measures  Impact Evaluation of Standard Protocol Measures  Creation and Updates of Deemed Savings  Creation of Standard Protocols 8 2/1/2010

9. Appendices New checklist supports development of deemed measures Placeholder removed for custom protocols template. Guidance on this protocol provided in Section 4 9 2/1/2010