Transcript RTF Custom Protocols: Background, Issues and Critical Elements February 8, 2012 Regional Technical Forum Subcommittee on Impact Evaluation and Custom Protocol Presented by: Michael Baker, SBW Consulting,

RTF Custom Protocols:
Background, Issues and
Critical Elements
February 8, 2012
Regional Technical Forum
Subcommittee on Impact Evaluation and Custom Protocol
Presented by:
Michael Baker, SBW Consulting, Inc.
Jeffrey Romberger, SBW Consulting, Inc.
Richard Ridge, Ridge and Associates
How do the Existing RTF Guidelines
address Custom Protocol measures
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Scope and Purpose – Definition of Method
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Custom protocols are appropriate for measures that require sitespecific data collection and analysis in order to develop a reliable
estimate of savings. Highly skilled and experienced practitioners are
required … Custom protocols require site-specific documentation of
the data collected and how that data are used in estimating savings.
Measure Specification - Baseline
Current practice
 Pre-condition
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Custom Protocol – Guidance and Requirements
Required Knowledge and Skills of Practitioner
 Site-Specific Savings Estimation Plan
 Site-Specific Savings Report
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Assumptions
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Applicable to a broad range of non-residential measures
Independent of program design
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Site-specific
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Program administrators can add to the RTF requirements as needed by
their program
Program impact evaluation appendix would handle projects that involve
multiple sites
Does not address economic analysis or reporting
Incremental cost
 Measure life
 Energy costs (customer or utility)
 Non-energy benefits
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How High A Bar Should We Set?
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Cost limits
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Exempt sites below some size threshold?
Set maximum percentage of savings value?
IPMVP adherence
Post-period trend logs for important parameters that are time variant
Measure commissioning (installation and operation)
Baseline trend logs for important parameters
Prepared by or supervised by persons with relevant design / operational
experience
Transparent savings estimation
Public access to primary data, modeling and reports
Quantitative analysis of estimation uncertainties
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How to Achieve Comparability with RTF
UES Measures
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Primary issue is baseline definition
Guidelines define to types of baseline
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Current Practice
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Pre-Conditions
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new equipment or practices…no remaining useful life…characterized by current
market practice or the minimum requirements of applicable codes or standards,
whichever is more efficient
measure-affected equipment or practice still has remaining useful life…typical existing
conditions found among eligible end users
How should custom measures treat Current Practice baseline
Code if applicable
 Interview the customer about their standard practice
 Collect broader market data
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Summary of Recent BPA Protocol /
Guidelines Project
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Background Research
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Three Guidelines
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Review of BPA current practices
Analysis of national best practices
Protocol selection
Regression
Sampling
Six Protocols
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International Performance Measurement
and Verification Protocol (IPMVP)
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IPMVP Options
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A. Retrofit Isolation: Key Parameter Measurement
B. Retrofit Isolation: All Parameter Measurement
C. Whole Facility (or sub-facility)
D. Calibrated Simulation
Not mentioned in current RTF Guidelines
BPA has both adherent and non-adherent protocols and
explains in detail relationship to IPMVP requirements for
A, B and C. No adherent protocol for D.
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BPA Protocols
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One that is Not IPMVP-Adherent
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Energy Calculation with Verification - ECwV (<200,000 kWh or special
cases)
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Engineering Calculation - existing buildings
Simulation - existing and new (including additions and major remodels)
Five that are IPMVP-Adherent
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Equipment or End-Use Metering Protocol (Opt. A and B)
End-Use Metering without Baseline (Opt. A)
Energy Use Indexing (Opt. B and C)
Energy Modeling (Opt. B and C)
Existing Building Commissioning (Opt. B and C)
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BPA vs. RTF Documentation Requirements
BPA
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RTF Guidelines
M&V Plan and Report
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Baseline Conditions
ECM Intent
Measurement Boundary
Selected BPA Protocol
Baseline Energy Use
Measurements
Post-Installation Measurements
Description of Analysis Procedures
Responsibilities of Involved Parties
Savings Report Contents and
Frequency
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Savings Estimation Plan
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Not required
Savings Estimation Report
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Measure Description
Measure Commissioning
Data Collection
Sampling Procedure
Savings Estimation
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RTF Guidelines – Proposed Appendices
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App A: Guidelines Checklist
App B: UES Measure Summary Sheet
App C: Standard Protocol Example and Template
(New) App D: Program Impact Evaluation Protocols
(New) App E: Estimating Savings for Custom Measures
(New) App F: Statistical Energy Modeling
(New) App G: Physical Energy Modeling
(New) App H: Sampling
(New) App I: Glossary
(New) App J: Curriculum Guide
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Morphing BPA Guidelines/Protocols into
RTF Guidelines Appendices
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App F: Statistical Energy Modeling
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Site-Specific
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Groups of Sites
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BPA Regression guideline
Portions of other BPA protocols
Cross-sectional
Time-series cross-sectional
App G: Physical Energy Modeling
Bin (based on BPA ECwV Protocol)
 Simulation (based on BPA ECwV Protocol)
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App H: Sampling (based on BPA Sampling Guide)
App I: Glossary (based on BPA Glossary)
App J: Curriculum Guide (based on BPA examples throughout guidelines
and protocols)
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Outline for Appendix E – Estimating
Savings for Custom Measures
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Purpose
Eligible Measures
Measures Description
Measure Commissioning
Savings Estimation Plan
Sampling Techniques
Data Collection Methods
Savings Estimation Methods
Savings Estimation Report
Quality Control
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Appendix J – Curriculum Guide
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Built on BPA examples throughout guidelines and
protocols
Partners
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BOC
DOE
ASHRAE
AESP
Format
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On-line, self paced
Class-room
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