1. Research and Evaluation Subcommitee – 2014 Plans Regional Technical Forum January 22, 2014

2. Why an R&E Subcommittee? To have a “go to” resource for RTF related research and evaluation consultation Over 25 measures found “Out-of-Compliance” with RTF guidelines in 2012; require research plans New planning/provisional UES and Standard Protocols also require research plans Focus review of plans to those who are most familiar with research design Bring in evaluation facilitator (Marjorie McRae) to help steer group and facilitate discussion

3. 2013 List of OOC UES measures SectorMeasure NameCategoryStatusSunset Date ResidentialHeating/Cooling - PTCS Commissioning, Controls, & Sizing MHProvenOut-of-compliance11/30/2013 ResidentialWeatherization - Multi-FamilyProvenOut-of-compliance8/31/2015 ResidentialDHW - Drain Waste Heat RecoveryProvisionalOut-of-compliance11/30/2013 CommercialGrocery - Anti-sweat Heater ControlsProvenOut-of-compliance1/31/2013 CommercialGrocery - Floating Head Pressure Controls for Single Compressor SystemsProvenOut-of-compliance12/31/2013 CommercialGrocery - Display Case LEDs (Open Cases)ProvenOut-of-compliance1/31/2015 CommercialGrocery - ECMs for Walk-insProvenOut-of-compliance11/30/2013 CommercialGrocery - Lighting - CFLsProvenOut-of-compliance11/30/2013 CommercialGrocery - Walk-in Evaporator Fan ECM Motor ControllersProvenOut-of-compliance12/31/2013 CommercialAppliances - DishwashersProvenOut-of-compliance11/30/2013 CommercialAppliances - Ice MakersProvenOut-of-compliance11/30/2013 CommercialAppliances - Refrigerator/Freezer DecommissioningProvenOut-of-compliance1/31/2014 CommercialDHW - Efficient TanksProvenOut-of-compliance11/30/2013 CommercialGrocery - AutoclosersProvenOut-of-compliance12/31/2013 CommercialGrocery - Compressor Head Fan Motor Retrofit to ECMProvenOut-of-compliance12/31/2013 CommercialGrocery - Display Case Motion SensorsProvenOut-of-compliance1/30/2013 CommercialGrocery - Door Gasket ReplacementProvenOut-of-compliance12/31/2013 CommercialGrocery - Lighting - T8sProvenOut-of-compliance11/30/2013 CommercialGrocery - Rooftop Unit Supply Fan VFDsProvenOut-of-compliance1/31/2014 CommercialGrocery - Strip CurtainsProvisionalOut-of-compliance1/31/2014 CommercialGrocery - Vending Machine ControllerProvenOut-of-compliance1/31/2014 CommercialGrocery - Visi-CoolerProvenOut-of-compliance1/31/2014 CommercialGrocery - Walk-in Evaporator Fan Shaded-Pole Motor ControllersProvenOut-of-compliance12/31/2013 CommercialGrocery - Walk-in/Reach-in Door RetrofitProvenOut-of-compliance1/31/2014 AgriculturalVariable Frequency Drives - DairyProvenOut-of-compliance11/30/2013 AgriculturalVariable Frequency Drives - Potato/Onion ShedProvenOut-of-compliance11/30/2013

4. What was done through R&E in 2013? Convened group in April to prioritize all Out-Of- Compliance measures Developed research template and scoring sheet (presented to full RTF in June) Conducted surveys from regional programs to solicit data for measures prior to sunsetting Reviewed research plans for: o Irrigation Pump VFD Provisional Standard Protocol o Pump VFD Provisional Standard Protocol o Prescriptive Duct Sealing UES Planning Measure o Advanced Power Strips UES Planning Measure

5. Group Coordination Developed multiple distribution lists for R&E members Full Opt-in Review plans, help with data requests, participate in surveys, receive updates Partial Opt-in Receive updates on subcommittee activities only

6. Plans for OOC Measures Many deactivated based on low priority and no planned research RTF voted in November to accept staff proposal to bring 8 Grocery measures back as Small Savers; due in April. RTF Staff working on gathering data for Potato/Onion shed measure through BPA RTF Staff drafting research plan for PTCS Controls, Commissioning and Sizing – Manufactured Homes to be reviewed after technical issues are resolved

7. 2014 List of OOC UES measures SectorMeasure NameCategoryStatus Sunset DatePlan ResidentialHeating/Cooling - PTCS Commissioning, Controls, & Sizing MHProvenOut-of-compliance7/31/2014 Planning/Provisional research plan being developed ResidentialWeatherization - Multi-FamilyProvenOut-of-compliance8/31/2015?? Commercial Grocery - Floating Head Pressure Controls for Single Compressor SystemsProvenOut-of-compliance3/31/2014Small Saver CommercialGrocery - Display Case LEDs (Open Cases)ProvenOut-of-compliance3/31/2014Small Saver CommercialGrocery - ECMs for Walk-insProvenOut-of-compliance3/31/2014Small Saver CommercialGrocery - Walk-in Evaporator Fan ECM Motor ControllersProvenOut-of-compliance3/31/2014Small Saver CommercialGrocery - AutoclosersProvenOut-of-compliance3/31/2014Small Saver CommercialGrocery - Compressor Head Fan Motor Retrofit to ECMProvenOut-of-compliance3/31/2014Small Saver CommercialGrocery - Door Gasket ReplacementProvenOut-of-compliance3/31/2014Small Saver CommercialGrocery - Strip CurtainsProvisionalOut-of-compliance3/31/2014Small Saver AgriculturalVariable Frequency Drives - Potato/Onion ShedProvenOut-of-compliance4/30/2014 Staff working with BPA to obtain necessary data Weatherization – Multi-Family has no planned research yet. Staff will be looking at RBSA Multi-Family data this year to help guide research needs and model calibration

8. Approach to 2014 Activities R&E Group Meetings No current plans to convene meetings Will communicate by email to the Opt-In groups First items: Review of Scientific Irrigation Scheduling Research Plan Begin scan of Weatherization – Multifamily research being done in region

9. Basic Approach to RTF Role in Utility Research For participating utilities, initial research plan shared with RTF if relevant to RTF needs Technical subcommittee reviews; suggests any revisions to better capture needed parameters R&E subcommittee reviews; suggests any revisions to provide greater statistical reliability and accuracy Full opt-in asked to provide comments Partial opt-in informed of activities

10. Scan of Regional Utility Programs Desired outcome: accessible information (a database of sorts?) of current information on utility research Possibly to reside on Conduit Studies completed in 2013 onward, w/ synopsis relevant to RTF parameters of interest Research plans, w/ synopsis Current status (updated 3x a year, perhaps) Any intermediate products

11. Obtaining Utility Research Information Reaching out to NW Research Group to explore interest in outcome and possible coordination Research Into Action to call key contacts for utility research to obtain initial information and status updates Phase in contact w utility, starting with the most active researchers

12. Assessing Relevance of Research to RTF Information obtained will be reviewed by RTF (Nick and Mohit) to assess relevance to RTF The “database” will maintain only RTF- relevant data, unless NW Research Group has its own objectives for the repository