Document Library

• Implementation Budget Transfer Request and Attestation Form
• Unassigned Account Request Form (Updated 06/21/2021)
• Bilateral Transfer FAQs
• Bilateral Third-Party Agreement

• Option 1 Custom Project Calculator | Current Version 5.14 | Release Date 4/1/2022 | Download xlsx | Instructions xls ds
• Option 2 Custom Project Enrollment Request Form
  
• BPA M&V Protocol Selection Guide and Example M&V Plan (Effective Oct. 2018)

• BPA Sampling for M&V: Reference Guide (Effective Oct. 2018)

• BPA Verification by Equipment or End-Use Metering Protocol (Effective Oct. 2018)

• BPA Verification by Energy Use Indexing Protocol (Effective Oct. 2018)

• BPA Engineering Calculations with Verification Protocol (Effective Oct. 2018)

• BPA Verification by Energy Modeling Protocol (Effective Oct. 2018)

• BPA Existing Building Commissioning: An M&V Protocol Application Guide (Effective Oct. 2018)

• BPA End-Use Metering Absent Baseline Measurement: An M&V Protocol Application Guide (Effective Oct. 2018)

• BPA Glossary for M&V: Reference Guide (Effective Oct. 2018)

• BPA Regression for M&V: Reference Guide (Effective Oct. 2018)

• BPA M&V Peak Demand Impacts Application Guide v1.0 (Effective June 2019)

• Potential Analytics for Non Routine Adjustments (Effective April 30, 2018)

• Custom Program Calculator (click here to be taken to the IS 2.0 webpage)
• Detailed Instructions: Custom Program Calculator
• Optional Data Collection Tool - Custom Program Completion Report
• Optional Data Collection Tool - Custom Program Proposal

• Ag Energy Audit Screening Form
• Ag Energy Audit TSP Resources
• Existing Centrifugal and Turbine Pump VFD Deemed Savings Tool
• New Construction Pump VFD Deemed Savings Tool
• Agricultural Pump Efficiency Upgrade PIF
• Agriculture Hardware Conversion
• Freeze-Resistant Stock Water Tanks and Fountains - RTF Specifications
• Irrigation Pump Testing and System Analysis BPA Screening Tool
• Dairy Milking Machine Vacuum Pump VSD Calculator
• Transformer De-energization Worksheet

Additional UES Offerings

• Commercial Sector Measure Distribution Documentation Form (Expiration Date 9/30/2023)

Connected Thermostats

• Connected Thermostats Qualified Products List (Revised Date 08/31/2023)

Energy Project Manager

• Energy Project Manager Comprehensive Site Plan Template (Revised Date 10/01/2023)
• Energy Project Manager Comprehensive Site Plan Template (Expiration Date: 09/30/2023) 

HVAC  

• Advanced Rooftop Control Qualified Products List (Revised Date 08/31/2023)
• Ductless Heat Pump Qualified Applications List

Lighting

• Nonresidential Lighting Calculator V6.0 (Effective Date 10/01/2023)
• Nonresidential Lighting Calculator V5.1 (Expiration Date 03/31/2024) 

Pumps

• Efficient Pumps Calculator V1.0 (Effective Date 10/01/2023)

Refrigeration

• Refrigeration Controls Calculator (Effective Date 10/01/2023)

Strategic Energy Management

• Annual SEM Report Template V10 | Download docm | Sample pdf (Effective Date 04/01/2022)
• SEM M&V Reference Guide (Click here to be taken to the BPA M&V Reference Guides page)
• Performance Tracking System Calculator (Revised Date 09/26/2023)
• Strategic Energy Management Calculator V8.3 (Revised Date 10/01/2023)
• Strategic Energy Management Calculator V8.2 (Expiration Date 9/30/23)

Water Heating

• Consumer Heat Pump Water Heater in Commercial Applications Qualified Products List (Effective Date 10/01/2023)

• Best Practices for Installing Ductless Heat Pumps
• Optional Ductless Heat Pump Project Information Form (updated July 2023)

Ducted Heat Pumps (ASHP and VSHP)

• ASHP and VSHP Specifications and Installation Best Practices (effective October 1, 2023)
• Optional Ducted Air-Source Heat Pump Data Collection Tool (effective October 1, 2023)
• Identifying Variable Speed Heat Pumps: Quick Guide
• Ducted VSHP Reference List
• Heat Pump Sizing Calculator

  Ground Source Heat Pumps (GSHP) 

• Optional GSHP Date Collection Tool (effective October 1, 2023)
• International Ground Source Heat Pump Association (IGSHPA)

  Prescriptive Duct Sealing

• Prescriptive Duct Sealing Specifications and Best Practices (effective October 1, 2023)
• Prescriptive Duct Sealing Data Collection Tool (effective October 1, 2023)

  Advanced Smart Thermostats

• Optional Smart Thermostat Project Information Form (updated July 2023)
• Smart Thermostat Qualified Products List
• Heat Pump Thermostat Support Sheets (effective October 1, 2023)

  Additional Reference Information

• Products Designated VRF/VRV Air Source Heat Pumps
• NEEP Cold Climate List for Heat Pumps that are More Efficient Below 20 Degrees Fahrenheit

• Heat Pump Water Heater Qualified Products List (PDF)
• Thermostatic Shut-off Valve Qualified Products List

• Advanced Power Strips Qualified Products List 
• ENERGY STAR Clothes Washers Qualified Products List 
• Webpage for ENERGY STAR Certified Residential Clothes Washers QPL
• ENERGY STAR Clothes Dryers Qualified Products List 
• BPA Clothes Dryers Qualified Products List
• Webpage for ENERGY STAR Certified Residential Clothes Dyers
• ENERGY STAR-Certified Electric Vehicle Chargers Qualifed Products List
• Webpage for ENERGY STAR Certified Light Bulbs

• New Multifamily Construction Project Information Form
• New Multifamily Construction Qualified Programs
• Requirements for Inclusion on Multifamily
• Manufactured Home Replacement Documentation Form Combined
• Montana House Specifications (expires September 30, 2023)
• Montana House v2.0 Specifications (expires September 30, 2023)

• Prescriptive Duct Sealing Form (Updated April 1, 2022)
• Prescriptive Duct Sealing Form (Spanish) (Updated April 1, 2022)
  
• PTCS Air Source Heat Pump Form (Updated April 1, 2022)
• PTCS Air Source Heat Pump Form (Spanish) (Updated April 1, 2022)
• PTCS Ground Source Heat Pump Form (Updated April 1, 2022)
• PTCS Ground Source Heat Pump Form (Spanish) (Updated April 1, 2022)
• PTCS Duct Sealing Form (Updated April 1, 2022)
• PTCS Duct Sealing Form (Spanish) (Updated April 1, 2022)
• Air Source Heat Pump Conversion Form Without PTCS (Updated April 1, 2022)
• Prescriptive Duct Sealing Specifications (Updated April 1, 2022)

• Prescriptive Duct Sealing Specifications (Spanish) (Updated April 1, 2022)
• PTCS Air Source Heat Pump Specifications (Updated April 1, 2022)
• PTCS Air Source Heat Pump Specifications (Spanish) (Updated April 1, 2022)
• PTCS Duct Sealing Specifications (Updated April 1, 2022)
• PTCS Duct Sealing Specifications (Spanish) (Updated April 1, 2022)
• PTCS Closed Loop Ground Source Heat Pump Specifications (Updated April 1, 2022)
• PTCS Ground Water Source Open Loop Heat Pump Installation Specifications
• PTCS Ground Water Source Open Loop Heat Pump Installation Specifications (Spanish) (Updated April 1, 2022)
• Ducted VSHP Reference List
• Heat Pump Sizing Calculator
• Identifying Variable Speed Heat Pumps: Quick Guide
• PTCS Change Notice Summary

• Optional Weatherization Data Collection Tool
• Optional Windows Calculator
• BPA Residential Weatherization Specifications & Best Practices Guide

• Behavioral Home Energy Report QPL

• Energy Project Manager Comprehensive Site Plan Template (Revised Date 10/01/2023)
• Energy Project Manager Comprehensive Site Plan Template (Expiration Date 09/30/2023)

Small Compressed Air Systems

• Compressed Air Calculator V5.0 (Revised Date 10/01/2023)
• Compressed Air Calculator V4.1 (Expiration Date 09/30/2023)

Strategic Energy Management

• Annual SEM Report Template | Download docm | Sample pdf (Effective Date 04/01/2022)
• SEM M&V Reference Guide (Click here to be taken to the BPA M&V Reference Guides page)
• Performance Tracking System Calculator (Effective Date 09/26/2023)
• Strategic Energy Management Calculator V8.3 (Revised Date 10/01/2023)
• Strategic Energy Management Calculator V8.2 (Expiration Date 09/30/2023)

Other Measures

• Adjustable Speed Drive Calculator for Fans and Pumps (Revised Date 03/28/2017)
• Efficient Pumps Calculator V1.0 (Effective Date 10/01/2023)
• Leak Abatement Tool V2.5 (Revised Date 10/01/2023)
• Leak Abatement Tool V2.4 (Expiration Date 09/30/2023)

Expired Calculators from Rate Period 2022/2023

• Battery Charger Calculator V2.0 (Expired Date 9/30/2023)
• Welder Upgrade Calculator V1.1 (Expired Date 9/30/2023)

• Re-conductor and Transformer Calculator V2.0 (Revised Date 10/1/2023)
• Re-conductor and Transformer Calculator V1.11 (Release Date 4/1/2022)
• Simplified Voltage Optimization (VO) Measurement and Verification Protocol

• Option 2 Custom Project Enrollment Request Form
• Option 1 Custom Project Proposal 
• Measure Distribution Log (Residential) 

• Hemp in the Energy Efficiency program (Updated Feb 2022)
• Hemp Frequently Asked Questions (Feb 2022)
• Clarification on BPA's EE Programs and Marijuana (August 2020)

• Nonresidential Lighting Calculator V6.0 (Effective Date 10/01/2023)
• Nonresidential Lighting Calculator V5.1 (Expiration Date 03/31/2024)
• UES Measure Upload Template: template required to upload UES Measures program data into BEETS via bulk entry (Updated Date 10/01/2023)
  
• UES Measure List V2.0: updated list of UES measures and associated characteristics (Effective Date 10/01/2023)
• Previous UES Measure List V1.3 (Updated Date 04/01/2023)

• C2 Bulk Upload Template V3.0: template required to upload Custom Projects Option 2 program data into BEETS via bulk entry (Updated Date 10/01/2023)
• Non-Reportable Bulk Upload Template V3.0: template required to upload Non-Reportable program data into BEETS via bulk entry (Updated Date 10/01/2023)
• Custom Measure List: updated list of custom measures and associated characteristics (Updated Date 10/01/2023)

• BPA Qualified and Provisional UES Input Sheet
• Interim Solution 2.0 Files