ATEM MODULE 10: M & V

1. ATEM MODULE 10: M & V Accredited Texas Energy Manager

2. 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

3. 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

4. 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

5. 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

6. Step 1: Define the Baseline • Energy Savings is based two main factors: • Improved Performance (kW) • Reduced Operating Usage Accredited Texas Energy Manager

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

8. 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

9. Step 1: Define the Baseline Accredited Texas Energy Manager

10. 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

11. 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

12. 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

13. 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

14. Step 2: Develop an M&V Plan Accredited Texas Energy Manager

15. Step 3: Commissioning • Commissioning is the process of making a project or measure work • Hardware installation alone does not ensure proper operation- 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

16. 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

17. 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

18. 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

19. 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 development