Rtf small saver review process proposal july 17 2012
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RTF Small Saver Review Process Proposal July 17, 2012 PowerPoint PPT Presentation


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RTF Small Saver Review Process Proposal July 17, 2012. Small Savers as defined per Guidelines. RTF determines that likely savings from a measure are too small to warrant resources needed to meet reliability criteria of active or provisional UES

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RTF Small Saver Review Process Proposal July 17, 2012

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RTF Small Saver Review ProcessProposalJuly 17, 2012


Small Savers as defined per Guidelines

  • RTF determines that likely savings from a measure are too small to warrant resources needed to meet reliability criteria of active or provisional UES

  • RTF considers size of regional end use affected by measure

  • Measure specifications required before RTF can designate measure as small saver

  • RTF may choose to convene an expert panel to consider proposed measure and formulate consensus opinion

    • Being revised to indicate that RTF approval is expected


Small Saver process development

  • April Small/Rural Subcommittee meeting

    • Expect that small savers will come from S/R utilities

    • Noted a lack of specific criteria and path for approval in the Guidelines for small savers

    • Talked about mapping out process through Guidelines

    • Develop template for utilities to apply for small savers

    • RTF Staff and Eugene Rosolie iterated over draft process


Small Saver process development

  • May Small/Rural Subcommittee meeting

    • Presented draft flowchart and savings checklist for an example measure (T12->HPT8 in residential homes)

    • Originally developed checklist specific to small savers

      • Decided that Appendix A checklist adequately covered Small Saver designation

    • S/R subcommittee would be advocate for utilities that bring small saver measure forward

      • S/R subcommittee would help define characteristics with proposer

    • Proposed a small saver subcommittee as the next step after S/R designates measure as small saver and helps characterize


Small Saver process development

  • May Operations Subcommittee meeting

    • Presented same flowchart and checklist

    • Received guidance to develop clearer process and better documentation of process

    • RTF staff looked at modifying process for small saver review


Criteria questions that arose

  • When should a measure be considered for small saver status?

    • Should we set a target size for regional potential? Should ≤ 2.5 aMW be the threshold?

    • Many believe “we’ll know one when we see it”

  • Who should make that determination?

    • Would S/R utilities know the resource potential?

    • Should S/R subcommittee be tasked with determining potential?

  • How are small savers applied across small, rural and large utilities?

    • Can’t easily limit measure applicability according to utility size


Small Saver process development

  • June Small/Rural Subcommittee meeting

    • Presented revised flowchart and documentation

    • Agreement that process looks good as a start and should perhaps be tested at RTF


Small Saver Flowchart: Part 1

SRR committee decides if measure should go forward

Data source for measure

Small/Rural utility proposes measure

YES

SRR committee works with proposer to develop measure characteristics

NO

Measure not pursued or is re-defined by proposer

Measure Screening committee decides if measure should go forward

Data source for measure

Larger utility

proposes measure

YES

NO

Measure not pursued or is re-defined by proposer


Small Saver Flowchart: Part 2

Is measure likely to achieve Proven status?

Measure Screening committee determines which Guidelines path is appropriate

Measure put into RTF workplan for prioritization and development

YES

YES

NO

Measure is considered a Small Saver

SRR committee remains engaged if proposer was S/R utility

Measure Screening committee works with proposer to develop Small Saver measure


Overall Process Benefits

  • Follows Guidelines approach that measures should trend towards proven if possible

  • Both S/R and large utilities have an understanding of where measures go once proposed

  • Lessens burden on S/R subcommittee to determine resource potential


Measure Screening Committee Benefits

  • Small/Rural and Large utility coordination

    • Measures from large utilities that might be applicable to S/R utilities get picked up

    • If S/R checklist leads to measure variation, this modified measure enters through Measure Screening committee and process continues

  • Others outside of RTF Staff see incoming measures and can help triangulate data


Measure Screening Committee Benefits

  • Committee looks at all new measures, not just ones that are “small”

    • Don’t form a subcommittee that spends volunteer time solely defining small resources

  • Measures prioritized in workplan after Screening Committee reviews them

    • Easier for staff to assess measure needs and allocate resources

    • Transparent measure prioritization procedure


Interface with other processes

Online Petition Form

Completed SRR Checklist

SRR committee decides if measure should go forward

Data source for measure

Small/Rural utility proposes measure

YES

SRR committee works with proposer to develop measure characteristics

NO

Measure not pursued or is re-defined by proposer

Online Petition Form

Measure Screening committee decides if measure should go forward

Data source for measure

Larger utility

proposes measure

NO

Measure not pursued or is re-defined by proposer


Next steps

  • Test this out to see how process works

    • Bring measure through S/R subcommittee and solicit feedback

    • RTF staff serve as interim “measure screening” subcommittee to test out process

  • Refine process and bring back to RTF for decision on how to treat Small Savers


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