BPA M&V Protocols

1. BPA M&V Protocols Overview of BPA M&V Protocols and Relationship toRTF Guidelines for Savings andStandard Savings Estimation Protocols

2. BPA’s M&V Protocol Development Activities • Review BPA’s site-specific M&V protocols, referencing • National best practices • BPA’s efficiency resource acquisition activities • Make recommendations for revising and augmenting protocols (Phase 1) • Draft revised protocols (Phase 2)

3. Phase 1 Recommendations • BPA should revise its protocols to be IPMVP-adherent, including: • Identifying the IPMVP Option • Requiring documentation of baseline equipment and operating characteristics • Expanding the description of calculations to be used, data to be collected, and use of data in calculations • Providing additional detail – e.g., selecting monitoring points, sampling, and generally addressing questions that often arise

4. Savings Verification: Spectrum of Rigor Levels – Potential to Perform VERIFICATION OF POTENTIAL TO PERFORM Most Rigorous Least Rigorous Initial measure commissioning and continuous or repeated monitoring and analysis of key operational parameters Measure commissioning through collection and analysis of short-term trends of key operational parameters Spot measurements of key operational parameters One-time visual inspection

5. Savings Verification: Spectrum of Rigor Levels – Savings VERIFICATION OF SAVINGS Most Rigorous Least Rigorous Development and projection of baseline energy model, subtracting post-installation use (IPMVP) Use of collected post-installation data to correct ex-ante savings calculation Comparison of results from an alternate ex-ante savings calculation Use of deemed savings estimates

6. Existing Protocols

7. Protocols Revised

8. New Documents

9. Presentation Purpose Discuss relationship toRTF guidelines for savings andstandard savings estimation protocols

10. RTF / BPA Protocol Relationship • Guidelines for RTF Savings • BPA M&V Protocols • RTF Standard Savings Estimation Protocols

11. BPA Protocol Relationship to RTF Standard Savings Estimation Protocols • RTF Protocols are focused on a specific measure. • BPA Protocols are not measure-specific. • provide detail on the necessary processes • can be used to provide guidance on development of a specific standard savings estimation protocol

12. BPA Protocols Do Not Necessarily Meet All RTF Guidelines’ Requirements • Must be entirely prescriptive • Since BPA protocols are not measure-specific, they don’t meet this requirement • Must “yield savings estimates that are additive, i.e., independent of the savings from other measures implemented at the same site” • Savings independence depends on the M&V measurement boundary; is not determined by the BPA protocol

13. BPA Protocols Do Not Necessarily Meet All RTF Guidelines’ Requirements • Must be “simplest reliable estimation procedure” • BPA protocols intended to be best practice rather than simplest reliable • Further prescription – e.g., the RTF protocols – can lead to simplest reliable

14. BPA Protocols Do Not Necessarily Meet All RTF Guidelines’ Requirements • Must require “skills […] common among the region’s program implementation workforce” • BPA protocols intended to be best practice and may require skills that are not common • New reference guides for sampling and regression are intended to help build practitioners’ skills • Some “best practices” include uncommon activities and skill sets, such as calculating uncertainty. • Indeed, some uncertainty calculations are still being developed (e.g., extrapolating short-term data into annual numbers)

15. RTF / BPA Protocol Relationship • Guidelines for RTF Savings • Unit Energy Savings (UES) • Standard Protocols for Site-specific Savings Estimate • Custom Protocol for Site-specific Savings Estimate

16. Relationship of BPA Documents to UES • Statistical: • “The UES estimate may be derived from statistical analysis of baseline and efficient case energy use for reliable random samples of relevant customers or end uses. Such measurements of energy use can be used to estimate typical savings for a population that are representative of the likely future participants. “ • Supported by BPA’s: • Sampling for Measurement & Verification (M&V): Reference Guide and Sample Size and Results Calculator • Regression for M&V: Reference Guide

17. Relationship of BPA Documents to UES • Meta-statistical • “The RTF may determine that a value in the range of savings demonstrated by [a number of separate] studies constitutes a sufficiently reliable estimate” • This approach is not supported by BPA’s site-specific protocols and guides.

18. Relationship of BPA Documents to UES • Calibrated Engineering: • “…where statistical or meta-statistical procedures are not practical or where they are not the best choice. In those instances, UES may be estimated with calibrated engineering procedures. These procedures rely on unbiased measurements to establish input values for key parameters of an engineering model.” • Supported by the Light Custom Protocol: Engineering Calculations with Verification

19. Standard and Custom Protocols forSite-specific Savings Estimate • All BPA’s M&V documents can be used to provide guidance on development of the specific standard or custom protocol: • Protocol Selection Guide • Verification by Equipment or End-Use Metering Protocol • Equipment in New Construction: An M&V Protocol Application Guide • Energy Modeling Protocol • Existing Building Commissioning: An M&V Protocol Application Guide • Verification by Energy Use Indexing Protocol • Light Custom Protocol: Engineering Calculations with Verification • Regression for M&V: Reference Guide • Sampling for Measurement & Verification (M&V): Reference Guide

20. BPA Protocol Selection Guide

21. Relationship of BPA Protocols to Other Standards • IPMVP • BPA protocols are more specific and prescriptive than IPMVP (although less prescriptive than the measure-specific RTF protocols) • BPA protocols are designed for adherence to IPMVP, except for Option D • ASHRAE Guideline 14 • BPA protocols focus more on the processes and issues associated with M&V and less on data acquisition, cost and compliance issues • BPA protocols are (we hope!) easier to read

22. Relationship of BPA Protocols to IPMVP • IPMVP Option A • Verification by Equipment or End-Use Metering Protocol • IPMVP Option B • Verification by Equipment or End-Use Metering Protocol • Verification by Energy Modeling Protocol • Verification by Energy Use Indexing Protocol

23. Relationship of BPA Protocols to IPMVP • IPMVP Option C • Verification by Energy Modeling Protocol • Verification by Energy Use Indexing Protocol • IPMVP Option D • Engineering Calculations with Verification Protocol • “A revision of the protocol formerly known as Light” • Note that Option D requires calibration, whereas the BPA protocol focuses on calculation and simulation methods, but not calibration

24. Relationship of BPA Protocols to ASHRAE Guideline 14 • Whole Building Approach • Verification by Energy Modeling Protocol • Retrofit Isolation Approach • Verification by Equipment or End-Use Metering Protocol • Whole Building Calibrated Simulation Approach • Engineering Calculations with Verification Protocol • Again, note that ASHRAE requires calibration, whereas the BPA protocol focuses on engineering calculation and whole-building simulation methods, but not calibration

25. Next Steps Documents to be finalized by August 31st Protocols to be used to satisfy projects according to BPA’s October 2011 Implementation Plan

26. Draft Documents Available for Review • https://conduitnw.org • Topics • click More • click M&V • Documents have been posted since early June • Comments needed ASAP!