| Status | Description |
|---|
| Active | Measures can obtain approval for active status if the section 3.2.3 UES quality criteria for active measures are satisfied. Sunset criteria will be assigned by the RTF along with a plan for data collection and analysis that allows the UES estimate to be reviewed and updated in a timely fashion. |
| Deactivated | If the sunset criteria are met, and the new or revised UES estimates have not been approved, the RTF will deactivate the measure. This means that the UES estimates are no longer approved by the RTF. The RTF may decide to deactivate a measure before the sunset criteria is satisfied based on unanticipated factors, such as the adoption of new energy codes or the release of study results with findings that invalidate the UES values or the procedures for estimating those values. |
| Out-of-compliance | The RTF may determine that measures approved prior to the adoption of these guidelines do not comply with one or more requirements of these guidelines. The UES estimates for these measures will continue to be “RTF-Approved” if a plan for bringing the measure into compliance is approved by the RTF within one year following the RTF determination that the measure is out-of-compliance. If no plan is approved within one year, the measure will be de-activated. The RTF intends that all out-of-compliance measures will be reclassified, i.e., become a standard protocol or be placed in one of the UES measure development stages of small saver, planning, provisional, de-activated or active, as soon as possible, but no later than five years following the adoption of these guidelines. |
| Proposed | Any party can propose a new UES measure. The proposal must provide the measure specification information described in section 2, a preliminary description of the savings estimation procedure, and an estimate of the total achievable regional savings potential. Estimates of measure effective useful life and cost (incremental or full depending on the baseline, see section 2.2) must also be provided. The proposal may be to establish small saver, planning, provisional or active UES. Appendix A provides a checklist that can be used by the proposer to determine whether all required information has been assembled. This same checklist can also be used in all subsequent development stages. |
| Provisional | Measures can obtain provisional approval if the section 3.2.2 UES quality criteria for provisional measures are satisfied. In addition, it must be possible during the provisional period to obtain the data and analyses needed to meet the active quality criteria (3.2.3). The data and analyses may come from programs delivering the measure or from other studies. The plan for completing the necessary data collection and analyses must be approved along with the provisional UES estimates. In addition, sunset criteria must be adopted that are consistent with the plan. For measures that require long periods to collect and analyze baseline and efficient case data, the plan should include staged analyses so that early experience with deployment, baseline conditions, and measure performance can be used to adjust the sunset criteria. |
| Under Review | At any time prior to the sunset criteria being met, the RTF may decide to place a measure under review. This may be the result of a review of the UES savings estimation procedure or the availability of new sources of information for baseline or efficient-case consumption. The UES values will remain “RTF-Approved” while the measure is under review. As a result of the review, the UES values may be re-estimated and the measure sunset criteria revised. |
| Under review for compliance w/ RTF Guidelines | These measures' energy savings were "deemed" by the RTF prior to operating under the new RTF Guidelines. The RTF plans to review these measures under the Guidelines by the end of 2012. During this transition period, the RTF intends for these measures to maintain a status of "RTF-approved." |
