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California Commissioning Collaborative Advisory Council Meeting February 7, 2008 ©California Commissioning Collaborative Agenda 9:00 AM Continental Breakfast 9:30 AM Welcome, Introductions, and Announcements Phil Welker, PECI 9:40 AM CCC Program Updates CCC Staff 10:20 AM CPUC Strategic Planning Update Peter Turnbull, PG&E 10:50 AM Break 11:05 AM Evaluation Findings and Recommendations 11:20 AM Discussion of EM&V Issues 12:00 PM Lunch 12:45 PM Verification of Savings - Phase 2 Proposal David Jump, QuEST 1:15 PM PG&E Benchmarking Program Peter Turnbull, PG&E 1:45 PM Green Building Standards: California Codes Dave Walls, California Building Standards Commission 2:30 PM Demo: Universal Translator Reinhard Seidl, Taylor Engineering 3:15 PM Wrap - Up Phil Welker, PECI Bing Tso, SBW 2 ©California Commissioning Collaborative Introductions & Announcements 3 ©California Commissioning Collaborative Strategic Planning Update • December: Proposed budget for 2008-2011 – Board of Directors review, discussion and vote • January/February: Board approval of budget proposal – 2008 budget consistent with 2006 and 2007 – 2009-2011 budget will ramp up to provide increased funding for policy and M&V initiatives 4 ©California Commissioning Collaborative Strategic Planning Update 2008 Budget Stakeholder 2008 CEC $50,000 PIER $150,000 PG&E $92,616 SCE $65,076 SDG&E $16,080 SCG $11,160 SMUD $25,000 Total $409,932 5 ©California Commissioning Collaborative Strategic Planning Update 2009-2011 Budget Stakeholder 2009 2010 2011 Total CEC $84,000 $112,000 $140,000 $336,000 PIER $198,000 $264,000 $330,000 $792,000 PG&E $132,000 $176,000 $220,000 $528,000 SCE $102,000 $136,000 $170,000 $408,000 SDG&E $42,000 $56,000 $70,000 $168,000 SoCal Gas $24,000 $32,000 $40,000 $96,000 SMUD $18,000 $24,000 $30,000 $72,000 $600,000 $800,000 $1,000,000 $2,400,000 Total 6 ©California Commissioning Collaborative CCC RCx Toolkit: Update and Follow-on Work Hannah Friedman PECI 7 ©California Commissioning Collaborative CCC RCx Toolkit – Brief Overview Website launched RCx Toolkit on January 30 http://www.cacx.org/resources/rcxtools/ • Variable Flow Pumping System Workbook: – Reduce flow rate – Reduce differential pressure setpoint – Reset differential pressure setpoint • Variable Flow Fan System Workbook: – – – – Reduce VAV box minimum flow setpoint Reduce duct static pressure setpoint Reset duct static pressure setpoint Reset supply air temperature (can also be applied to constant volume fan systems) 8 ©California Commissioning Collaborative CCC RCx Toolkit – Brief Overview • Utility Consumption Analysis Tool – Input monthly bills to determine average daily use in calendar month – Prorates and interpolates energy use when utility bills do not coincide with a single calendar month, as is most often the case – Allows a user to input other comparison data, such as degreedays 9 ©California Commissioning Collaborative CCC RCx Toolkit – Brief Overview • Findings Workbook – Helps track and report RCx investigation and implementation activities – Automates the creation of tables for reporting – Allows measures not selected for implementation to be automatically filtered from reports – Facilitates the estimation of cost savings with embedded California rate tariffs – Includes drop-down categories to group RCx findings 10 ©California Commissioning Collaborative Funding Process for Follow-on Work • CCC Cx R&D Task 4 (CCC’s contract with CEC, managed by PECI): $90k – Gather Advisory Council comments – Incorporate comments into planning – Proceed to Work Authorization process; gain approval from CEC Commissioners • PIER 2008 tools funding: ~$150k – Amendment to existing PIER/CCC contract, adding funds to specific tasks 11 ©California Commissioning Collaborative Planning for PIER-funded Follow-on Work Cost Task Process for Delivery CCC Cx R&D Task 4: $90k $40k $25k $25k RCx calc tools pilot test and revisions CCC staff manages pilot process, sub to QuEST for tool revisions Additional RCx calculation tools CCC issues RFP for RCx tools work (contract managed by CCC staff) Guide for Verification of Savings Sub to QuEST and PG&E Energy Services PIER 2008 tools funding: ~$150k ~$75k ~$75k Additional RCx calculation tools CCC issues RFP for RCx tools work, (contract managed by CCC staff) Tools supporting savings verification CCC issues RFP for RCx tools work (contract managed by CCC staff) 12 ©California Commissioning Collaborative Additional RCx Calculation Tools • Potential areas for RCx tool development – Correlation tool: defining an accurate relationship between two variables, for use in energy savings calculations (bin-type) • i.e., Using trend data, automated correlation of airflow to outside air temp, filtering out hours when AHU is off • Not included in existing tools – Calcs for additional common measures – Calcs for additional findings with most common calculation errors – Other? CCC’s RFP will be open to proposed tools 13 ©California Commissioning Collaborative Verification of Savings Tools • Scope of RFP – To be determined once VoS Guideline is under development and extent of funding is determined • Scope likely to include: – Simple tools to streamline savings verification for common measures; must be immediately usable and practical 14 ©California Commissioning Collaborative CPUC Strategic Planning Update Peter Turnbull PG&E 15 ©California Commissioning Collaborative Break 10:50 – 11:05 16 ©California Commissioning Collaborative Evaluating Savings from California Retrocommissioning Programs Bing Tso, P.E. Sr. Project Manager, SBW Consulting, Inc. 17 ©California Commissioning Collaborative Background • • SBW involved in California program implementation and evaluation since early 1990s Past RCx evaluations – 2002-3 Oakland Energy Partners Tune-Up – 2004-5 QuEST Building Tune-Up – 2004-5 UC/CSU/IOU Partnership (MBCx) • Current RCx evaluations (2006-8 programs) – RCx evaluation contract group (10 programs) – Partnerships contract group (RCx projects) – Persistence study (revisit past evaluated projects) 18 ©California Commissioning Collaborative Past evaluation overview • • • Combined, 36 large commercial facilities, with hundreds of measures. Measure savings range: 200 – 1.4 million kWh/year. Sampling schemes tailored to programs: – Stratified sample of measures – Random sample of projects, variable analysis rigor for measures – Random sample of projects, all measures analyzed at same rigor level 19 ©California Commissioning Collaborative Cx impact evaluation at a glance • • • Baseline data collection (implementer + evaluator as needed) Post-implementation data collection (evaluator) Techniques: – – – – • Short-term metering / trend logs One-time measurements Customer records On-site interviews and observations Predominantly IPMVP Option B – – Analysis rigor commensurate with savings size and uncertainty Flexibility necessary 20 ©California Commissioning Collaborative 10 things to keep in mind • • Ultimate goal: optimize precision of savings estimates within fixed budget Apply judgment to balance many factors: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. Project size in program # of Cx measures in project % of project savings each measure represents Analysis difficulty / uncertainty Baseline data quality Data availability Installation probability Customer tolerance Ongoing changes to affected systems Evaluation budget for project 21 ©California Commissioning Collaborative Evaluated results: gross first-year savings 22 ©California Commissioning Collaborative Projected savings persistence 5.7 - 7.2 year evaluated Effective Useful Life, vs. 8.0 years ex ante Based on assumed measure lives, augmented with evaluation field information 100% % of first-year savings • • 80% OEP kWh 60% OEP therm BTU kWh 40% BTU therm 20% 0% 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Years after im plem entation 23 ©California Commissioning Collaborative What did we learn? • • • Flexibility and cooperation between implementer and evaluator can lead to successful, well-verified program. “Commissioning the retrocommissioning” can help realize savings. Diligent M&V throughout program improves savings estimation: – Capture baseline conditions thoroughly – Use best possible measurements and assumptions to estimate savings – Take post measurements to verify performance and savings • More work needed to see if savings last, and if not, how to make them last. 24 ©California Commissioning Collaborative Program M&V versus Evaluation M&V • Measurement approach for EM&V may not be the same as that needed for program activities. • Program measurements geared towards helping customers make decisions. • For a sampled EM&V site, we must maximize precision of that site’s savings estimate. • Program may be unable to afford the EM&V standard for all sites. Their techniques may be rougher, but as long as they are unbiased, overall results should be OK. 25 ©California Commissioning Collaborative Looking ahead • 2006-08 Retrocommissioning program portfolio ID Sample Points per.. Million $ of Projected N Budget 000 MMBTU of Projects Sample N Program Name PGE2056 Monitoring-Based Persistence Commissioning 13 6 3.70 0.25 PGE2070 Data Centers 12 5 2.78 0.27 PGE2071 Hospitality Energy Efficiency Program 15 6 2.16 0.18 PGE2072 Hospitals Pilot 12 5 2.13 0.11 PGE2090 Airflow/Fume Hood Control Re-Commissioning 37 10 3.17 0.10 PGE2091 Retrocommissioning Services and Incentives Program 66 13 1.65 0.11 PGE2094 Macy’s Comprehensive Energy Management 9 5 1.94 0.13 SCE2508 Retro-commissioning 182 19 1.63 0.14 SCG3528 SDGE3027 Retro-commissioning Partnership with SCE Retro-commissioning Program Total 7 28 382 5 10 84 34.01 3.14 2.26 0.69 0.17 0.15 General RCx 283 2.06 2.26 0.15 0.13 • • 47 $2.6 million evaluation budget All PG&E 164 50 Plus evaluation of RCx activities in various 2006-08 Partnership programs 26 ©California Commissioning Collaborative Data collection and analysis methods • Gross savings – Site-specific M&V plans for all sampled projects – Baseline and post data collection • data from customer controls systems • inspections • special metering by evaluation team – Site-, system-, & measure-specific engineering models used to estimate savings – Indirect measures (i.e., suggested by program, implemented by customer, but not paid for by the program) – Spillover measures (i.e., implemented by the customer because of what program taught them, but not specifically recommended by the program) • Net savings (accounts for freeridership) – Analysis of all completed projects – 3 analysis levels, depending on ex ante savings 27 ©California Commissioning Collaborative Plan elements 28 ©California Commissioning Collaborative Evaluation Milestones • Final evaluation plan • Sample selection, detailed data collection (pre/post) and analysis Mar - Dec 2008 • Further data collection (post only) and analysis Jan – Oct 2009 • Draft evaluation report Nov 16, 2009 • Final evaluation report Feb 1, 2010 Feb 23, 2008 29 ©California Commissioning Collaborative Discussion Topics • Implementation and Evaluation Overlap – Data collection is done by both – potential for sharing this effort? • Measure Life – Key issues – Research needs • Interactive Effects / Net Impact – Current derating factors – too conservative? Not conservative enough? • CCC Role – Research, demonstration, working groups? 30 ©California Commissioning Collaborative Lunch 12:00 – 12:45 31 ©California Commissioning Collaborative Status Report: Verification of Savings David Jump QuEST 32 ©California Commissioning Collaborative Status Phase I Task Deliverable Document St akeholder Object ives Def init ion of Object ives Report Develop Cat egorizat ion Framework Exist ing Met hods Report Document Exist ing Met hods Develop Evaluat ion Framework Evaluat ion Framework Document 33 ©California Commissioning Collaborative Major Findings – Phase I • Significant risk to RCx programs continuance if evaluation returns poor realization rates & poor program cost effectiveness • Stakeholders desire for RCx programs to continue • Ex-ante savings estimates subject to multiple sources of error • Savings may not persistence due to lack of feedback • Program best practices recommend M&V, though few use it • Evaluation protocols require M&V, but often lack access to baseline data 34 ©California Commissioning Collaborative TAG & Advisory Committee Feedback • Need for understanding M&V and data requirements that address RCx projects and programs • Desire to have practical and uniform guidance among all California utilities • Need for means verifying savings persistence, esp. first year • Need to establish appropriate M&V guidance ahead of the solicitations for the next program funding cycle (preferred by June 2008) • Desire to get feedback and buy-in from program evaluators 35 ©California Commissioning Collaborative Phase II – Proposed Changes Current Phase II Tasks Level of Effort Proposed Phase II Tasks Level of Effort Revise Phase I Deliverables 5% Revise Phase I Delivarables 5% New Methods Proposal Final Evaluation and Categorization Develop Research Policy Roadmap 15% Develop Practical Option B/Option C M&V Guideline for RCx Projects Develop Research Policy Roadmap 25% Create and Implement a Dissemination Plan 10% Create and Implement a Dissemination Plan 20% 10% 15% 5% 36 ©California Commissioning Collaborative Additional VoS Scope Items 1. Add a Technical Project Manager ($5K) – – 2. Oversee projects Facilitate TAG meetings, coordinate reviewers Add 3 paid reviewers ($7.5K) – Obtain quality assurance and input on guidelines from experienced stakeholders 37 ©California Commissioning Collaborative Guideline • • • • • • • • • • • • • Specific Option B / Option C method Purpose General Overview of M&V How to assess goals and resources to select M&V method M&V Plan and M&V Requirements Specifying the data requirements Describing baseline model development Describing post-installation M&V activities Calculating and reporting savings Uncertainty requirements Common issues Reporting savings Additional Content: – Examples of key concepts – Example M&V plan and savings report 38 ©California Commissioning Collaborative Research Policy Roadmap (a report) • Pilot and testing phase to provide feedback on the guideline and ways to improve it, • Development of other verification guidelines (adherent and not adherent to IPMVP), • Evaluation and categorization of other known methods to understand applicability of methods in various situations under different objectives, • Validation of methods with project and program data and examples of actual implementation, • Development of case studies of projects utilizing the guideline through Utility and Third Party Programs, and CEC Emerging Technology projects, • Identification of tools and resources that facilitate inclusion of M&V in RCx projects, such as template M&V plans, forms, worksheets, and reports. 39 ©California Commissioning Collaborative Dissemination Plan • Review and inclusion in professional organization publications – Efficiency Valuation Organization Website – ASHRAE Guideline 14, TC 4.7, TC 7.6, Guideline 30P (Cx Gude for Existing Buildings) • Papers presented at ASHRAE, NCBC • Two training sessions (N and S Cal): – Providers (to implement) – Program managers (to manage) – Other interested parties 40 ©California Commissioning Collaborative Future Activities Recommended • RCx/M&V Guideline additional resources: – M&V Plan templates and savings reports (est. $8K for Option B/Option C methods) • Case Studies of Option B / Option C M&V • Develop Additional Guidelines – Methods adherent to IPMVP, e.g. • Option A – measurement of key parameters • Option D – calibrated simulation – Methods not adherent to IPMVP, e.g. • Benchmarking • Calculation and inspection/performance verification • Ex-post savings estimation 41 ©California Commissioning Collaborative PG&E Benchmarking Program Peter Turnbull PG&E 42 ©California Commissioning Collaborative Green Building Standards: California Codes Dave Walls California Building Standards Commission 43 ©California Commissioning Collaborative Universal Translator Reinhard Seidl Taylor Engineering 44 ©California Commissioning Collaborative Future Agenda Topics – April 21 • Topics of Interest – Special Guests? – Other Ideas? • Discussion: – Ideas? 45 ©California Commissioning Collaborative 2008 Meeting Dates • • • • April 21 – Monday, coincides with NCBC, Newport Beach June 12 – Thursday August 28 – Thursday November 6 – Thursday 46 ©California Commissioning Collaborative Adjourn Thanks to SMUD for hosting today! 47 ©California Commissioning Collaborative