M&V Plan Template

1. M&V Plan Template Lia Webster, Nexant New Orleans M&V Summit May 2003

2. Template based on FEMP IDIQ • IDIQ Sections H.24.1.B – • Requirements for Final Proposal Content: Energy Baseline and ECM Performance Measurement • For stand-alone document, we included: • ECM Descriptions • Project energy & cost savings • Risk & responsibility matrix

3. Project Level M&V • Project Description and M&V Overview • Project Savings and Costs • from DO-4 • Schedule • Reports To Be Prepared • Responsibility Matrix • from Management Approach

4. ECM Specific M&V • Measure Description • How & what is being saved • Summary of ECM • Objectives • M&V option & description of approach • Government witnessing • Uncertainty discussion • Parameters To Be Monitored • Define measurements • Secondary objectives (lighting levels, temps) • Sampling Plan • Sampling details

5. ECM Specific M&V (cont.) • Data Collection Plan • Metering equipment specs, calibration procedures • Data collection details • Data analysis plan • Quality assurance procedures • Pre-Installation Energy and Performance Baseline • Equipment surveys and measurements • Define variables affecting energy consumption • Procedure to quantify all variables • State assumptions - cite data source • Characterize baseline (temps, foot-candles)

6. ECM Specific M&V (cont.) • Post-Installation Facility Conditions • New equipment specs • Parameters to be measured • Define variables affecting energy consumption • Procedure to quantify all variables • Define secondary objectives (lighting levels, temps) • State assumptions - cite data source • Determination of Energy Savings • Show equations, calculations, and analysis procedures • Include any models (hard & electronic) • Energy price schedules, labor rates • Baseline adjustment procedures

7. ECM Specific M&V (cont.) • Plan for Future Measurements • Describe periodic activities • Plan for Resolving Disputes