ATEM MODULE 10 M Accredited Texas Energy M

ATEM MODULE 10: M Accredited Texas Energy M& a n a. V ger

Outline �Introduction �M&V Steps �Step 1: Define the Baseline �Step 2: Develop an M&V Plan �Step 3: Commissioning (Cx) �Step 4: Post Installation Verification �Step 5: Continual Performance Verification �Review and Discussion �Review Questions Accredited Texas Energy Manager

Introduction �International Performance Measurement & Verification Protocol �Initially sponsored by DOE �Now is managed by Efficiency Valuation Organization (EVO) �Non-profit corporation dedicated to provide guidance for the practice of measuring, computing, and reporting savings from energy and water projects �Measurement & Verification (M&V): the process of using measurements to reliably determine actual savings created within an individual facility by an energy management program (IPMVP) Accredited Texas Energy Manager

M&V Steps �Before Project Implementation - Step 1: Define the Baseline - Step 2: Develop an M&V Plan �After Project Implementation - Step 3: Commissioning (Cx) - Step 4: Post Installation Verification - Step 5: Continual Performance Verification Accredited Texas Energy Manager

Step 1: Define the Baseline Since energy savings must be determined by comparing energy use before � and after a retrofit, the proper documentation of the pre-retrofit or baseline conditions is critical. If this information is not documented, it is lost. It cannot be determined after installation. Accredited Texas Energy Manager

Step 1: Define the Baseline Energy Savings is based two main factors: � - Improved Performance (k. W) - Reduced Operating Usage Accredited Texas Energy Manager

Step 1: Define the Baseline Verifying Savings: � �In a “Perfect World” - Energy Savings = Use. Baseline – Use. Post-Retrofit �In the “Real World” - Energy Savings = (Use. Baseline +/- Adjustment) – Use. Post-Retrofit Variances in Baseline Conditions (e. g. weather, operating hours, equipment performance, repairs, etc. ) Accredited Texas Energy Manager

Step 1: Define the Baseline There are many factors that influence the baseline � - Weather - Operating Hours and Equipment Usage - Performance - User Participation - O&M Measures - Equipment Repairs - Energy Rates �Why Adjust the Baseline? Accredited Texas Energy Manager

Step 1: Define the Baseline Accredited Texas Energy Manager

Step 1: Define the Baseline Documenting Baseline Conditions � �Performance - Existing equipment performance - Spot metering - Current M&O Procedures - Who will be responsible for maintenance �Usage - Existing operating hours - Equipment operating schedules (e. g. temp settings, runtimes) - Increased building loads - Building additions & renovations - Weather Accredited Texas Energy Manager

Step 2: Develop an M&V Plan The Importance of a good M&V Plan � - Accurately assess energy savings for a project - Reduce uncertainties to reasonable levels - Allow for future adjustments, as needed - Monitor equipment performance - Find additional savings - Improve Operations and Maintenance (O&M) - Verify cost savings guarantee is met (Performance Contracting) - Allocate risks to the appropriate parties (Performance Contracting) Accredited Texas Energy Manager

Step 2: Develop an M&V Plan The Site Specific M&V Plan includes: � - What will be done (and when) - Will a census or sampling of measures be taken - How will performance be verified (IPMVP Option, sampling plan, etc. ) - Who will conduct these activities (and when) - How will savings be calculated - How will performance be adjusted to account for varying conditions Accredited Texas Energy Manager

Step 2: Develop an M&V Plan The M&V Plan should address the following: � - What will be measured? - What will not be measured? - How will the owner be protected? - How will the contractor prove performance? Accredited Texas Energy Manager

Step 2: Develop an M&V Plan M&V Options How savings are calculated Option A: Based on measured equipment performance, measured or stipulated operation factors, and annual verification of ‘potential to perform’ Engineering calculations Option B: Based on periodic or continuous measurements taken throughout the term of the Engineering calculations, using measured data contract at the device or system level Option C: Based on whole-building or facility level utility meter or sub-metered data, adjusted Analysis of utility meter data for weather and/or other factors Option D: Based on computer simulation of building or process; simulation is calibrated with measured data Accredited Texas Energy Manager Comparing different model (NOT AN APPROVED METHOD UNDER TEXAS PC GUIDELINES)

Step 3: Commissioning �Commissioning is the process of making a project or measure work �Hardware installation alone does not ensure properation- many projects require calibration, programming, and adjustment after installation �In some cases, this process is more important than the hardware itself Accredited Texas Energy Manager

Step 4: Post-Installation Verification The contractor submits the Post-Installation M&V Report after the project � has been installed and commissioned. It includes: - Project description - List of installed equipment (as-built) - Performance measurements - Expected savings for the first year Accredited Texas Energy Manager

Step 5: Continual Performance Verification The contractor submits Annual Performance Reports to demonstrate that � savings have occurred. They should include: - Project description - Performance measurements - Realized savings for the year - Comparison to the guaranteed amounts Accredited Texas Energy Manager

Review and Discussion �Benefits from an energy retrofit project are only known after project implementation �The M&V is critical when undergoing a Performance Contract �Savings guarantees are only as good as the M&V supporting them Accredited Texas Energy Manager

questions Ashley Williams, MCRP & ATEM �Texas Energy Managers Association �Director of Curriculum and Certification �awilliams@texasema. org Texas Energy Managers Association �www. texasema. org energy management program: fundamentals and