**Worksheet: for gathering project information**

To assist utility in obtaining information to submit Custom Project
Proposals

Provide information for I through IV. Use additional paper as needed.

Worksheet Guidelines on pages 2-4.

I.  Project Proposal Information

    a.  Project Title

    b.  Brief Description of the Project

    c.  Planned Start Date

    d.  Planned Completion Date

II. Utility's Customer Information

    a.  Name

    b.  Address

III. Contact Information

     a.  Customer Address, Phone, E-mail

     b.  Vendor/Design firm (if applicable) Name, Address, Phone, E-mail

IV. Project/Measure Description: supply as much detailed information as
    possible

-   Measure Name (may be same as proposal if only one measure in
    project)

-   Estimated Site Energy Savings (kWh/yr)

-   Estimated Project Costs (\$)

-   Estimated O&M Costs (\$ change per year, increase or decrease)

-   Customer Retail Power Rate (\$/kWh) without Demand charges

    a.  Measure Baseline- Detailed description of the existing system
        including motor sizes

    b.  Proposed Measure-Detailed description of the project including
        the specifications of the new equipment proposed

    c.  Energy Savings Estimate and how calculated/estimated

    d.  Proposed Project Costs-Include large equipment costs

    e.  Measurement and Verification-Give plan to meter baseline and
        post-installation energy usage, and methodology to calculate
        savings

    f.  Estimated O&M costs-Description of any savings or increase in
        operation and maintenance costs associated with the measure

**GUIDELINES FOR COMPLETING**

**CUSTOM PROJECT PROPOSAL WORKSHEET**

Worksheet and Guidelines assist utilities in gathering information for
Custom Project Proposals, and are not necessarily comprehensive.

### Proprietary Information

The proposal should identify elements to be treated as proprietary or
business sensitive, including non-disclosure provisions. Bonneville
Power Administration (BPA) may compile aggregate reports for program
achievements and savings, which do not specify the savings from
individual proprietary agreements.

### Combining and Defining Measures and Projects

A project may consist of multiple measures, but each measure proposed
should focus on a single system or technology. For example, two new
chillers with associated auxiliaries might be presented as a single
measure; yet, it would not be appropriate to include a new circulating
hot water system in the same measure. Several measures may sometimes be
combined together with savings and costs reported for the combined
total. However, certain combinations may not be accepted by BPA, such as
combining measures with greatly varying measure life or payback.
Interactive effects between measures must be accounted for if these
effects are significant.

Complete a Worksheet for each project.

[Worksheet Sections I through III are self-explanatory. Section IV a-f,
Individual Measure Description, requires details. Use the guides below
to complete that Section of the Worksheet.]{.underline}

For each separate measure complete Sections IV - Individual Measure
Description, Parts A through E.

### Baseline Description 

Baseline conditions must be established for energy use in all cases,
and, as needed, a baseline must be established for production levels,
weather, operating schedules, etc. For existing equipment being replaced
primarily for energy savings, the baseline will be based on the existing
equipment and operation. Planned replacements, new construction, and
major remodels require a baseline that is different than the existing
equipment. In general, the baseline will be based on standard practice,
energy codes, and related standards. In all cases, the chosen baseline
must be appropriate to the situation and reasonable in the context of
providing reliable energy savings. Provide an estimate of the expected
baseline measure life and explain the basis.

### Proposed Measure Description

Describe specifically what is to be done and how this measure will save
energy. Describe the proposed equipment performance, quantities, and
locations. The extent of this description should match the scale of the
proposed measure. Provide an estimate of the expected measure life.

###  Energy Savings Estimate

The purpose of the energy savings estimate is to provide a basis for
evaluating the energy savings potential of each measure, determining
budgets, and screening measures for cost effectiveness. Note that the
energy savings estimate is a preliminary number and is not used for
calculation of reimbursement from BPA.

The energy savings are the difference between a baseline condition and
the condition at the completion of the project, projected over a
one-year period that represents typical operation. Show baseline and
post-installation energy consumption in kWh/year, adjusted on a per unit
basis where applicable (e.g., annual kWh per ton of production, etc.).
Briefly explain how the baseline and proposed annual estimated energy
consumption (kWh/yr) were derived (e.g., theoretical calculations, field
measurements, manufacturer\'s data, etc.), and what assumptions were
made in determining the energy savings estimate.

### Project Costs

The purpose of the cost estimate is to provide a basis for determining
budgets and for project and measure screening. Project cost shall
include only the incremental cost of going from the baseline to the
proposed condition.

Include detailed estimates of the costs for each measure. Itemize major
pieces of equipment to be installed, removed, or replaced, and include
motor size, quantities, and costs associated with each piece of
equipment. Written quotes from suppliers of the major pieces of capital
equipment should be submitted and can be included in an appendix. Costs
for each of the following categories may be included where applicable:

1\. Non-utility administrative costs such as document preparation,
copies, etc.

2\. Engineering costs including audits, engineering design, cost
estimating, project management, start-up, and commissioning costs.

3\. Equipment costs.

4\. Equipment installation costs (including labor and overhead for
facilities doing their own installation).

5\. Equipment removal or abandonment-in-place costs.

6\. Instrumentation and data collection to verify Energy Savings.

7\. Permit or inspection fees.

8\. Sales tax, if applicable.

Ongoing costs such as operation and maintenance costs and depreciation
are generally not considered as part of project costs.

### Measurement and Verification Plan

The purpose of the Measurement & Verification (M&V) Plan is to provide a
basis for determining the verified annual energy savings that will be
reported for each measure. At a minimum, the M&V Plan should include the
following sections and address the points listed below.

**[Approach]{.underline}**

Outline the verification approach to be used and why it was chosen.
Detailed guidance for preparing an M&V plan may be found in several
standard references:

-   The International Performance Measurement & Verification Protocol
    ([**http://www.ipmvp.org/**](http://www.ipmvp.org/)).

-   The Regional Technical Forum Appendix P Energy Savings Verification
    Protocols

-   ASHRAE Guideline 14-2002, Measurement of Energy and Demand Savings

Direct measurement of pre and post energy consumption and other
significant variables is preferred.

**[Assumptions]{.underline}**

Explain the assumptions made and state the sources of all assumed
values. Show the overall significance of these assumptions to the total
expected savings and describe the uncertainty inherent in the
assumptions.

Identify the significant variables that affect energy use and categorize
each as \"assumed\" or \"to be measured\". Assumed values are only
acceptable if they have a well-documented basis in fact and an analysis
shows that plausible errors from the assumption will not significantly
affect the overall reported savings. When using assumed values,
conservative assumptions shall be used.

**[Metering Plan]{.underline}**

For metered verifications, include a description of what will be
measured, the measurement duration and the data sampling intervals, and
the instrumentation to be used. Also, include details on who will
perform verification and when it will be performed. If applicable,
include a one-line diagram showing proposed metering locations both
before and after the installation. Explain how short term measurements
will be extrapolated to an annual basis.

If measurement is not possible or practical, provide an explanation.

**[Calculations]{.underline}**

Show or describe the calculations to be used. Include and describe
calculations to account for significant changes in production, weather,
loads, hours-of-operation, setpoints, manual operation, occupancy, or
other factors that affect the annual savings over the expected life of
the measure.

**[Quality Assurance]{.underline}**

Describe activities planned to insure good data and accurate
calculations. Describe inspections, tests, commissioning, etc. to ensure
that the proposed systems function as planned.