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Annual Reporting Working Group Update

This update provides information on the Annual Reporting Working Group's progress in developing a standard format for annual M&V reports. It includes a draft outline for the annual report, summary of contractor payments, and details for each ECM.

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Annual Reporting Working Group Update

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  1. AnnualReportingWorking Group Update Lia Webster, Nexant New Orleans M&V Summit May 2003

  2. Working Group formed in June 2002 Goal: Develop a standard format for annual M&V reports Drafted: Annual Report Template TEAM MEMBERS: Ron Araujo, Select Energy Michael Cross, Air Force Mark Halverson, PNNL  Satish Kumar, LBNL Lia Webster, Nexant, Inc.  Dale Sartor, LBNL Mark Stetz, Nexant Scott Judson, Noresco Venkat Kumar, JCI Annual Reporting Working Group

  3. Current IDIQ Requirements for M&V Reporting (C.4.2) M&V reports • Annual is minimum frequency • Provide evidence that continued ECM performance achieves the guaranteed cost savings • Contents: ECM performance measurements, calculations, & adjustments to baseline

  4. Key issues in M&V reporting: • M&V report should have enough context to make sense alone • Access to background information is critical: • Delivery Order (ECM descriptions, M&V plan, cost schedules), acceptance documentation, commissioning materials, post-installation M&V report, contract modifications • Verification of O&M - per IDIQ section C.6 - C.8, especially C.7.4  • included ESCO verification of government's maintenance and operations procedures

  5. Annual Report – Draft Outline I. Executive Summary II. Summary of Contractor Payments III. Details for each ECM

  6. I. Executive Summary 1) Brief project / ECM description 2) Summary of Savings • Guaranteed & verified savings for project (in energy units, energy cost, O&M) • Verified Savings by ECM • % Saved by Utility (optional) 3) Summary of savings adjustments, if needed 4) Summary of O&M Activities 5) Issues Identified

  7. II. Summary of Contractor Payments • Payment schedule for contract period • Actual payments made to date • Scheduled future payments

  8. III. Details for each ECM 1) Overview of ECM 2) Overview of M&V Plan • Intent of M&V Plan • Equations used • Stipulated values used • Changes from Post-install report

  9. III. Details for each ECM (cont.) 3) Measurements & Inspections • Measurement equipment used • Equipment calibration documentation • Dates/times of data collection or inspection, names of personnel, and documentation of government witnessing • Details to confirm adherence to sampling plan • All measured values (use Appendix if necessary) • How have performance criteria been met? • Detail any performance deficiencies that need to be addressed by ESCO or Government • Note impact of performance deficiencies on generation of savings

  10. III. Details for each ECM (cont.) 4) Details of O&M Savings, if applicable a) Source of savings b) Verification activities 5) Details of Other Savings, if applicable a) Source of savings b) Verification activities

  11. III. Details for each ECM (cont.) 6) O&M Activities • Have operating requirements been met? • Who is responsible for equipment operations? • Have required operating procedures been met? • Detail any deficiencies needed to be addressed by ESCO or Government • Note impact of operating deficiencies on generation of savings

  12. 6) O&M Activities - Cont. b) Have maintenance requirements been met? • Who was responsible for performing maintenance • Verification of scheduled maintenance items completed by ESCO or Government • Verification of unscheduled maintenance activities conducted this period by ESCO or Government • Detail any deficiencies needed to be addressed by ESCO or Government • Note impact of maintenance deficiencies on generation of savings Impact of current O&M on capacity to save

  13. III. Details for each ECM (cont.) 7) Utility rate(s) used in calculations a) Actual utility rates at site for same period (optional) 8) Technical details a) Analysis Methodology – describe any data manipulation or analysis that was conducted prior to applying savings calculations b) Details of any adjustments made c) Verified savings for measure 9) Other Comments

  14. Next Steps…. • Select Energy Services to use annual template on upcoming project • Example project report presented at next M&V Summit • Comments from M&V team • Include template in DO RFP • Possible inclusion in next revision of IDIQ

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