Structure and Integration of RTF Guidelines: Savings, Lifetimes and Cost/Benefit July 17, 2012 Regional Technical Forum Presented by: Michael Baker, SBW Adam Hadley, RTF Staff

Topics for Today Status Development Plan Proposed Structure Decision 2 July 17, 2012

Status of Guidelines Savings Estimation Methods  Latest (and only) operative version  Nearly final additional appendices App D – Custom Measures App E – Impact Evaluation  Work under way to fold App D and E into main body and create new operative version Measure Lifetimes  Latest (and only) operative version  Developing the "Standard Information Workbook" Incremental Measure Cost and Benefits  Latest (and only) operative version March 2012  Developing the "Default EUL Table" 3 July 17, 2012

Plan for Integrating RTF Guidelines July meeting – Propose, discuss, adopt overall structure for Guidelines. August meeting – Discuss and adopt a new version of the Savings Guidelines.  Draft July 15 th  Comments August 3 rd  Second draft August 10 th September meeting – Observe the discussion and decision-making related to the Phase II Lifetimes and Cost/Benefit updates.  Debrief with update contractor  Distribute Guidelines integration issues October 6 th 4 July 17, 2012

Plan Continued October meeting  Review a first draft of the consolidated Guidelines “Roadmap” Volume Structural changes in other volumes needed to achieve integration Consistent language and style across volumes  Discuss and Resolve Integration Issues Any changes in meaning, discrepancies, or omissions will be identified and solutions recommended. Technical issues with Lifetime and Cost/Benefit Guidelines identified through the Phase II work Possible subcommittee work to resolve issues November meeting and beyond – Once the issues have been resolved, present a revised draft of integrated Guidelines and assist the RTF with review and adoption. 5 July 17, 2012

Structure of Integrated RTF Guidelines: Four Volumes Volume 1 - Roadmap to RTF Guidelines  5-10 pages, graphically-oriented  RTF work flow and decision-making described  Helps tie together the other three volumes Volume 2 - Savings Estimation Methods  Key Terms, Guidelines, References and Appendices Volume 3 - Incremental Measure Cost and Benefit Estimates  Key Terms, Guidelines, References and Appendices Volume 4 - Measure Lifetime Estimates  Key Terms, Guidelines, References and Appendices 6 July 17, 2012

Proposed Motion Approve the structure of the integrated RTF Guidelines as proposed in this presentation 7 July 17, 2012