Measurement & Verification

Resources and Training

Opportunities

Prepared by

**Nexant, Inc.**

[www.nexant.com](http://www.nexant.com/)

<lwebster@nexant.com>

Revision 6

June 2005

For

U.S. Department of Energy's

Federal Energy Management Program

(FEMP)

**Contents**

[Introduction & OVerview 3](#introduction-overview)

[M&V Guidelines 3](#mv-guidelines)

[M&V Guidelines from Current Utility & State Programs
4](#mv-guidelines-from-current-utility-state-programs)

[Lighting Wattage Tables 5](#lighting-wattage-tables)

[Case Studies 6](#case-studies)

[Training Opportunities 6](#training-opportunities)

[Software Tools for Data collection and Analysis
8](#software-tools-for-data-collection-and-analysis)

[Building Energy Simulation Software
8](#building-energy-simulation-software)

[System Performance Simulation Software
9](#system-performance-simulation-software)

[Utility Cost Management Tools 10](#utility-cost-management-tools)

[Hardware Tools for Data Acquisition and Management
11](#hardware-tools-for-data-acquisition-and-management)

[Guidance on Tool Selection 11](#guidance-on-tool-selection)

[Hardware Tools 11](#hardware-tools)

[Other Resources 14](#other-resources)

[Commissioning & Retro-Commissioning Resources
14](#commissioning-retro-commissioning-resources)

[Miscellaneous Resources 15](#miscellaneous-resources)

# Introduction & OVerview

Measurement and verification (M&V) of energy savings, generated through
building systems retrofits and upgrades, requires special project
planning as well as unique engineering practices. Although several
common practices exist for M&V of energy savings, it is not an exact
science. There are many resources available that can be used to learn
more about the engineering techniques and tools used for verification of
energy savings. This document lists some of those resources. It is not
intended to be a comprehensive listing of resources, an endorsement or
recommendation for a product, but rather indicative of the types of
tools that are available.

Table 1: Overview of M&V Resources

+-------------+-----------------------------+--------------------------+
| **Report    | **Includes**                | **Purpose in M&V**       |
| Section**   |                             |                          |
+-------------+-----------------------------+--------------------------+
| M&V         | -IPMVP                      | Provide M&V standards    |
| Guidelines  |                             | based on accepted,       |
|             | -FEMP                       | proven strategies.       |
|             |                             |                          |
|             | -ASHRAE 14-2002             |                          |
+-------------+-----------------------------+--------------------------+
| Utility &   | -California SPC             | Provide M&V standards    |
| State       |                             | based on accepted,       |
| Program M&V | -NYSERDA                    | proven strategies, which |
| Guidelines, |                             | may be simplified and    |
| Including   | -State of Hawaii            | specified for certain    |
| Lighting    |                             | applications.            |
| Wattage     | -State of Texas Utility     |                          |
| Tables      | Programs                    |                          |
|             |                             |                          |
|             | -Texas Loan Star Program    |                          |
+-------------+-----------------------------+--------------------------+
| Case        | -California SPC Program     | Example applications of  |
| Studies     |                             | M&V strategies.          |
|             | -FEMP                       |                          |
|             |                             |                          |
|             | -NYSERDA                    |                          |
|             |                             |                          |
|             | -Rebuild America            |                          |
+-------------+-----------------------------+--------------------------+
| Training    | -AEE M&V Courses            | Upcoming training        |
| Op          |                             | classes and tools in     |
| portunities | -FEMP Courses               | topics related to M&V.   |
|             |                             |                          |
|             | -LEED                       |                          |
|             |                             |                          |
|             | -Texas A&M                  |                          |
+-------------+-----------------------------+--------------------------+
| Software    | -Building energy simulation | Available tools that can |
| Tools       | software                    | be used to: model        |
|             |                             | building and systems to  |
|             | -System performance         | estimate savings; track  |
|             | simulation software         | utility costs to verify  |
|             |                             | savings.                 |
|             | -Utility cost management    |                          |
|             | software                    |                          |
+-------------+-----------------------------+--------------------------+
| Hardware    | -Tools for data acquisition | Many data logging and    |
| Tools       | and management              | measurement equipment    |
|             |                             | are available to measure |
|             | -Sources for guidance on    | and record operating     |
|             | tool selection              | parameters               |
+-------------+-----------------------------+--------------------------+
| Other       | -Commissioning &            | Other resources that     |
| Resources   | Retro-commissioning         | could be utilized when   |
|             | resources                   | preparing for and        |
|             |                             | implementing the         |
|             | -Other resources            | measurement and          |
|             |                             | verification of energy   |
|             |                             | savings.                 |
+-------------+-----------------------------+--------------------------+

# M&V Guidelines

Several guidelines have been published on measurement and verification
energy savings. Each of the guidelines listed in this section are
unique, albeit similar, and are intended for use in different instances.
All of these documents provide standard M&V methods that are proven and
accepted strategies.

### International Performance Measurement and Verification Protocol

The International Performance Measurement and Verification Protocol
(IPMVP) is a document which discusses procedures that, when implemented,
allow building owners, energy service companies, and financiers of
buildings energy efficiency projects to quantify energy conservation
measure (ECM) performance and energy savings. The IPMVP provides an
overview of current best practice techniques available for verifying
savings from both traditionally- and third-party-financed energy and
water efficiency projects.

The IPMVP was recently revised, and is now in three volumes, available
at [www.ipmvp.org/](http://www.ipmvp.org/):

-   Volume I - Concepts and Options for Determining Energy and Water
    Savings (2001)

-   Volume II - Concepts and Practices for Improved Indoor Environmental
    Quality

-   Volume III - Applications is due to be published later in 2005.
    However, the following individual chapters are available:

    -   Concepts and Options for Determining Energy Savings in New
        Construction (2003)

    -   M&V for Renewable Energy Technologies (2003)

### FEMP M&V Guidelines Version 2.2

The Federal Measurement and Verification (M&V) Guideline provides
procedures and guidelines for quantifying the savings resulting from the
installation of energy conservation measures. The FEMP Guidelines are
fully compatible and consistent with the IPMVP. Intended for use in
Energy Savings Performance Contracting (ESPC) and utility program
projects, the guideline provides the methodology for establishing energy
cost savings called for in the ESPC rule. These guidelines are available
at

<http://www.eere.energy.gov/femp/financing/superespcs_measguide.cfm>.

### Detailed Guidelines for FEMP M&V Option A 

FEMP has developed the *M&V Option A Detailed Guidelines* (May 2002)
which provides recommended practices for using the Option A methods
described in FEMP's *M&V Guidelines for Federal Energy Projects, Version
2.2*. The Option A guidelines bridge the differences between the FEMP
M&V Guidelines and the latest revision of the *Measurement &
Verification Protocol* (MVP 2000). <http://ateam.lbl.gov/mv/>

### FEMP M&V Guidelines: Draft Renewable Energy Guide (Chapter 35)

Proposed revision to Chapter 35 Renewable Energy Technologies, of the
FEMP Measurement and Verification Guidelines for Federal Energy
Projects. Alternatively, this may be published as a separate guide.
<http://ateam.lbl.gov/mv/docs/FEMP_Renewables.pdf>

### ASHRAE Guideline 14 - 2002

> ASHRAE Guideline 14-2002, titled *Measurement of Energy and Demand
> Savings,* was developed by ASHRAE to provide guidance on the minimum
> acceptable level of performance in the measurement of energy and
> demand savings for the purpose of a commercial transaction based on
> that measurement. ASHRAE Guideline 14 deals only with the measurement
> of energy and demand savings and is available for \$80 from the ASHRAE
> [www.ashrae.org](http://www.ashrae.org/)

## [M&V Guidelines from Current Utility & State Programs]{.underline} 

Many electric and gas providers in the U.S. offer incentive payments for
verified energy savings. Each of these incentive programs has guidelines
specifying their individual requirements for the measurement and
verification of energy savings. This list of programs is not
comprehensive, but includes programs that have M&V guidelines that are
easily accessible.

### California Utility SPC Program

San Diego Gas & Electric, Pacific Gas and Electric Company and Southern
California Edison (Utility Administrators) are offering this statewide
energy-efficiency program under the direction of the California Public
Utilities Commission (CPUC).

The Large Non-Residential Standard Performance Contract (LNSPC) Program
is a performance-based program that offers incentive payments to Project
Sponsors who develop projects delivering verified energy savings at Host
Customer facilities. This program offers fixed incentive prices to
Project Sponsors for verified and documented energy savings achieved by
the installation of specific, energy-efficiency measures. Energy savings
will be measured and verified annually by the Project Sponsor over a
two-year period following the approval and installation of the
energy-efficiency equipment. Additional information about the programs,
including M&V protocols, can be found at:

<http://www.pge.com/docs/pdfs/biz/rebates/spc_contracts/2005_manuals_forms/1.0_SPC_Policy.pdf>

<http://www.sce.com/RebatesandSavings/LargeBusiness/SPC/SPCOverview/>

[http://www.sdge.com/business/1.0SPCPolicy.pdf -
page=1](http://www.sdge.com/business/1.0SPCPolicy.pdf#page=1)

### NYSERDA

The New York State Energy Research and Development Authority offers the
Energy \$mart^SM^ Commercial/Industrial Performance program. This
program offers fixed-price incentives to energy service companies
(ESCOs) that install cost-effective electric energy efficiency measures.
Project-specific incentives are paid based on measured data from the
performance period as specified in an SPC Agreement. The M&V Guidelines
for this program, along with sample M&V plans can be found at
<http://www.nyserda.org/funding/855PON.html>

### State of Hawaii Performance Contacting Guide

The state of Hawaii has published A *Guide to Performance Contracting,*
which includes M&V Guidelines. These guidelines are modified from
Rebuild America. The guide is available through
<http://www.state.hi.us/dbedt/ert/epc.html>.

### State of Texas Programs 

Texas has statewide programs sponsored by the Public Utilities
Commission of Texas. The PUC supports a Commercial and Industrial
Standard Offer Program through several electric utilities within the
state of Texas, as detailed below.

#### American Electric Power (AEP)

American Electric Power (AEP) offers several energy efficiency programs
with specific measurement and verification requirements. The Commercial
& Industrial Standard Offer M&V requirements are specified on their web
site at <http://www.aepefficiency.com/>.

#### Entergy

The Large Commercial and Industrial Standard Offer Program (C&I SOP)
provides incentives for the retrofit installation of a wide range of
measures that reduce energy costs, reduce peak demand and save energy in
non-residential facilities with an electric demand of more than 100kW.

<http://www.entergy-texas.com/TX/EnergyEfficiency/ci_overview.asp>

#### Oncor (formerly TXU Electric)

Oncor currently has several energy efficiency programs, including:
Residential and Small Commercial Standard Offer Program and a Commercial
and Industrial Standard Offer Program. The M&V guidelines for these
programs can be found at

[http://www.oncorgroup.com/electricity/teem/candi/default.asp](http://www.oncorgroup.com/electricity/teem/default.asp)

#### Center Point Energy

Center Point Energy offers many energy efficiency programs. Their
Commercial & Industrial Standard Offer Program has specific measurement
and verification criteria, which are available in their program
documents. Information is available at
<http://www.centerpointefficiency.com/>

#### Texas Loan Star Program 

This program, which includes measurement and verification of savings, is
used as a funding mechanism for Texas State Agency energy projects.
Details about the program are available at
[www-esl.tamu.edu/loanstar/about_LoanSTAR.html](http://www-esl.tamu.edu/loanstar/about_LoanSTAR.html).

Texas LoanSTAR Monitoring Workbook is intended to be a stand-alone guide
to acquiring energy use and environmental data in buildings. It includes
monitoring procedures and data analysis routines developed for the
program and is available for \$38.00

## [Lighting Wattage Tables]{.underline}

Standardized tables of typical lighting equipment wattages are included
in several existing programs. The data from these tables is typically
used rather than field measured data.

### California Utility SPC Program

The California Standard Performance Contracting Program (SPC) is offered
by Southern California Edison, SDG&E and PG&E. Lighting wattage tables
are included as Appendix B of the SPC Program Manuals:

<http://www.sce.com/NR/rdonlyres/7A3455F0-A337-439B-9607-10A016D32D4B/0/spc_B_Std_Fixture_Watts.pdf>

http://www.sdge.com/business/archive/2004/StandardFixtureWatts.pdf#page=39

[http://www.pge.com/docs/pdfs/biz/rebates/spc_contracts/2000_on_peak_incentive/III-m&v.pdf](http://www.pge.com/docs/pdfs/biz/rebates/spc_contracts/2000_on_peak_incentive/III-m&v.pdf )

### NYSERDA

New York State Energy Research and Development Authority's Standard
Offer Program manual has included Appendix A: Table of Standard Lighting
Fixture Wattages in the past. [www.nyserda.org](http://www.nyserda.org/)

### State of Texas Programs 

Texas has statewide programs sponsored by the Public Utilities
Commission of Texas. The PUC supports energy efficiency projects across
all electric utilities within the state of Texas. A lighting wattage
table is available, and may be maintained on a regular basis. The
wattage table is listed as *CI Retrofit Wattage Table* at

<http://www.puc.state.tx.us/electric/projects/22241/22241arc/010501cirwtable.pdf>

Utility program sponsors AEP, Entergy, Oncor, and Reliant Energy also
post the state maintained lighting table:

<http://www.aepressop.com/Swepco/downloads-SWEPCO.shtml>

<http://www.entergy-texas.com/TX/EnergyEfficiency/ci_mv.asp>

[http://www.oncorgroup.com/electricity/teem/candi/standards.asp](http://www.oncorgroup.com/electricity/teem/sop/cisop.asp)

<http://www.centerpointcisop.com/downloads/downloadsindex.html>

# Case Studies

One of the best ways to understand measurement and verification of
energy savings is to learn from examples. Several sources of case
studies and related materials are listed below.

### California SPC Program Case Studies 

Several example M&V Plans are included in Appendix D of the California
Utility Standard Performance Contract (SPC) Program M&V Guidelines.
Included in this document is M&V Plan Template, along with example M&V
plans for a VSD Installation, Constant Speed Chiller Replacement,
Variable Speed Chiller Replacement, and Calibrated Simulation. Appendix
D is available at
<http://www.pge.com/docs/pdfs/biz/rebates/spc_contracts/2000_on_peak_incentive/append_d.pdf>

### FEMP Case Studies

-   An example M&V plan for a federal performance contracting project
    (SuperESPC) was developed using the 2004 SuperESPC IDIQ requirements
    for M&V plans. It is available at <http://ateam.lbl.gov/mv/>.

-   A review of the M&V used at seven SuperESPC project sites in the
    western region, *Application of FEMP M&V Guidelines on Super ESPC
    Projects: Observations and Recommendations,* is available at
    <http://ateam.lbl.gov/mv/docs/MV_Assess_FINAL-f1.pdf>

-   Demonstration projects provide first-hand details on some of the
    latest federal projects at
    <http://www.eere.energy.gov/femp/newsevents/fempfocus_filter.cfm/catid=33>

-   The Evaluation of a 4000-Home Geothermal Heat Pump Retrofit at Fort
    Polk, Louisiana. Final Report, Report ORNL/CON 460 (1998), by P.J.
    Hughes and J.A. Shonder, Chapter 7 \"Measurement and Verification of
    Energy Savings.\" Additional information is available at
    <http://www.eere.energy.gov/femp/pdfs/ftpolk_methods_ocon_462.pdf>

-   Fictional M&V Case Study -This power point presentation takes you
    through the details of negotiating a measurement & verification plan
    at a fictional FEMP SuperESPC project site.
    <http://ateam.lbl.gov/mv/>

### NYSERDA

The New York State Energy Research and Development Authority (NYSERDA)
offers the Energy \$mart^SM^ Standard Performance Contract (SPC)
program. Several sample plans are provided in Appendix C of the M&V
Guidelines to assist in the development of an M&V plan. These plans are
available through [www.nyserda.org](http://www.nyserda.org/)

# Training Opportunities

Several organizations offer classes on measurement and verification of
energy savings or other aspects of performance contracting. Some
upcoming courses are listed below.

### AEE M&V Courses

Association of Energy Engineers (AEE) will offer *Fundamentals Of
Measurement & Verification: Applying The New IPMVP.* This seminar will
examine current methods of measuring and verifying savings, specifically
reviewing the International Performance Measurement & Verification
Protocol (IPMVP). Attendees will learn the process of designing a proper
M&V program for their projects, including cost/accuracy tradeoffs,
baseline adjustments, the role of stipulations, maintaining space
conditions, the role of verifiers, and the data needed for emission
trading.

AEE, in conjunction with IPMVP, is now offering an M&V certification,
Certified Measurement and Verification Professional (CMVP). The course
is three days, with an additional fee for the 1/2-day exam. The class is
not mandatory for taking the certification exam. More information is
available through
[www.aeecenter.org/seminars/](http://www.aeecenter.org/seminars/) or
(770) 447-5083, ext. 223.

> August 10 - 12, 2005, Long Beach, CA, in conjunction with Energy 2005
>
> September 14-16, 2005, Austin, TX, in conjunction with 2005 WEEC
>
> \$1,150 regular / \$1,050 government or AEE

### FEMP Courses

The Federal Energy Management Program (FEMP) offers courses related to
various aspects of performance contracting. A complete listing of
courses is available at
<http://www.eere.energy.gov/femp/services/training_schedule.cfm>.

Selected upcoming courses are listed below.

#### FEMP Super ESPC Workshop 

There are two different options for this course. **Introduction to
ESPC** is a two day course intended for those who have little or no
knowledge of Super ESPCs and may be considering doing a delivery order.
**Advanced ESPC/Financing** is a three day course, intended for federal
agency personnel who are developing a Super ESPC delivery order and want
to gain an in-depth understanding of the Super ESPC process, with
special emphasis on the financial aspects.

**Introduction to ESPC**

-   June 14-15, 2005 Cincinnati, OH

**Advanced ESPC/Financing:**

-   August 2-4, 2005 Baltimore, MD

### LEED: Leadership in Energy and Environmental Design

The LEED Green Building Rating System is a voluntary, consensus-based
national standard for developing high-performance, sustainable
buildings. Members of the U.S. Green Building Council representing all
segments of the building industry developed LEED and continue to
contribute to its evolution. LEED standards are currently available or
under development for new construction, existing buildings, commercial
interiors, core and shell projects, homes, and neighborhood development.
Several workshops are offered ranging from an introduction to the LEED
standards to technical reviews of the process required to become LEED
certified.

More information and course schedules are available at
[http://www.usgbc.org/DisplayPage.aspx?CMSPageID=205.](http://www.usgbc.org/DisplayPage.aspx?CMSPageID=205)

**LEED -- NC (New Construction) Technical Review** - \$375 - \$475

-   June 14, 2005 Baltimore, MD

June 20, 2005 Orlando, FL

June 22, 2005 Richmond, VA

June 22, 2005 Austin, TX

June 23, 2005 Selinsgrove, PA

June 24, 2005 New York, NY

July 27, 2005 Newark, NJ

July 28, 2005 Arlington, VA

July 28, 2005 Houston, TX

August 18, 2005 Long Beach, CA

**Applying LEED-NC in Practice** (formerly LEED Advanced Training) -
\$375 - \$525

July 19, 2005 Baltimore, MD

**LEED -- EB (Existing Buildings) -- Technical Review** - \$325 - \$475

-   June 16, 2005 Washington, DC

-   June 22, 2005- Santa Cruz, CA

-   July 13, 2005 Pittsburgh, PA

-   August 18, 2005 Long Beach, CA

**LEED -- CI (Commercial Interiors) -- Technical Review** - \$325 -
\$475

-   June 22, 2005 Cleveland, OH

-   June 22, 2005 Highland Heights (Cleveland), OH

-   August 3, 2005 Minneapolis, MN

### Texas A&M University / Energy Systems Laboratory Courses 2005

> The Energy System Lab actively supports the Texas LoanStar program by
> providing M&V services and training, and Continuous Commissioning
> activities Two workshops are planned in conjunction with International
> Conference for Enhanced Building Operations (ICEBO) October 11-13,
> 2005 in Pittsburgh, Pennsylvania.

-   Continuous Commissioning^SM^ - One-day workshop on Oct.13, 2005
    (\~\$195)

-   Measurement and Verification - One-day workshop on Oct. 13, 2005
    (\~\$150)

> More information is available through the Energy Systems Laboratory,
> Texas Engineering Experiment Station, 3581 TAMU, College Station,
> Texas or <http://tmpwebesl.tamu.edu/education/conferences.htm>. Call
> Jim Eggebrecht, at 979-845-1508 for more information.

# Software Tools for Data collection and Analysis

Several types of software related to energy analysis are available. Some
software is available at no cost, while other programs can be purchased.
This is not intended to be a comprehensive list of all programs that are
available nor a recommendation for any particular tool, but rather an
indicator of the types tools available. The tools are categorized as
either: Building Energy Simulation, System Performance Simulation,
Utility Cost Management, or Data Acquisition and Management. Information
on additional energy software tools are available at
<http://www.oit.doe.gov/bestpractices/software_tools.shtml> &

<http://tmpwebesl.tamu.edu/resources/software.htm>

## [Building Energy Simulation Software]{.underline}

### BLAST 

BLAST (Building Loads Analysis and System Thermodynamics) performs
hourly simulations of buildings, air handling systems, and central plant
equipment in order to provide mechanical, energy and architectural
engineers with accurate estimates of a building\'s energy needs. The
zone models are based on the fundamental heat balance method, are the
industry standard for heating and cooling load calculations. BLAST
output may be utilized in conjunction with the LCCID (Life Cycle Cost in
Design) program to perform an economic analysis of the
building/system/plant design.

Software is available through Building Systems Laboratory, University of
Illinois, Urbana, Illinois,
[www.bso.uiuc.edu](http://www.bso.uiuc.edu/). Software prices range from
\$450 for an upgrade package to \$1,500 for new installations.

### DOE-2.1E

Performs hourly simulation of new and existing buildings based on the
building's climate, architecture, materials, operating schedules, and
heating, ventilation, and air-conditioning (HVAC) equipment. Available
through LBNL, Buildings Technology Program, <http://gundog.lbl.gov/>.
Software prices range from \$300 for a US Government application to
\$1,200 for foreign use.

### Energy-10

Energy-10 is a simple graphical building simulation program for
evaluating buildings while still in the design stage. Good for
residences and small offices. Can be used to evaluate different
potential energy-efficiency measures including passive solar. Software
is available through the Sustainable Buildings Industries Council
(SBIC), Washington, DC. This software is suitable for use on smaller
buildings, approximately 10,000 square feet or less.
<http://www.sbicouncil.org/store/index.php>. The software costs \$300
with discounts for SBIC members and students.

### EnergyPlus 

EnergyPlus is a new-generation building energy simulation program based
on DOE-2 and BLAST, with numerous added capabilities. Released in April
2001, the program was developed jointly by Lawrence Berkeley National
Laboratory, the University of Illinois, the U.S. Army Construction
Engineering Research Laboratory, GARD Analytics, Inc., Oklahoma State
University and others, with support from the U.S. Department of Energy,
Office of Building Technology, State and Community Programs. More
information and a free download of the software is available at
<http://gundog.lbl.gov/>.

### eQuest

Equest is a DOE2 based building simulation software program that
facilitates evaluation of energy costs while still in the design stage.
It uses a wizard to assist the process of setting up DOE2 input files,
it provides users with many options on building construction, central
plant and HVAC equipment, occupancy and rate schedules, and weather
files. Good for most commercial and institutional buildings. The
software is free and can be downloaded from
<http://www.energydesignresources.com/resource/130/>

### Trace 700

Trane Air-conditioning Economics (TRACE) is a robust software package
which can model buildings, HVAC systems and can perform economic
analysis of operating scenarios. Trane sells the software for about
\$2,000 and more information is available through
<http://www.trane.com/commercial/software/trace/index.asp>

### VisualDOE 4.0

VisualDOE is a graphical version of DOE2.1E. Users can model complex
buildings and HVAC systems. Provides results in graphical format.
Software is \$980 through Architectual Energy Corporation, Boulder, CO.
<http://www.archenergy.com/products/visualdoe/>.

## [System Performance Simulation Software]{.underline}

### AirMaster +

AirMaster+ provides comprehensive information on assessing compressed
air systems, including modeling, existing and future system upgrades,
and evaluating savings and effectiveness of energy efficiency measures.
Free software through DOE at
<http://www.oit.doe.gov/bestpractices/software_tools.shtml>.

### Market Manager 

Simulation software using standard ASHRAE algorithms that allow modeling
of building systems, sub-systems, and components including heating and
cooling equipment. Software is available through Optimum Energy Products
with a free 30 day trial period, or to purchase for about \$2,500.

<http://www.optimumenergy.com/software/marketmanager.html>

### Motor Master 4.0

An energy-efficient motor selection and management tool, MotorMaster+
4.0 software includes a catalog of over 20,000 AC motors. Version 4.0
features motor inventory management tools, maintenance log tracking,
efficiency analysis, savings evaluation, energy accounting, and
environmental reporting capabilities. The U.S. Department of Energy
(USDOE) funded the MotorMaster+ 4.0 software program. Software is free
through

<http://www.oit.doe.gov/bestpractices/software_tools.shtml>

### ProjectKalc 3.02

ProjectKalc offers full analysis of potential lighting upgrades.  It
provides comprehensive energy and economic analysis of upgrades
involving controls, relamping, delamping, tandem wiring, and more.  It
includes user-modifiable databases of costs, labor time, and performance
for over 8000 common hardware applications. This free software is
available though the EPA Energy Star Program at
<http://www.energystar.gov/index.cfm?c=business.bus_projectkalc>

### Pumping System Assessment Tool 2004 (PSAT)

The Pumping System Assessment Tool helps industrial users assess the
efficiency of pumping system operations. PSAT uses achievable pump
performance data from Hydraulic Institute standards and motor
performance data from the MotorMaster+ database to calculate potential
energy and associated cost savings. Software is available through
<http://www.oit.doe.gov/bestpractices/software_tools.shtml>

### QuikChill 1.0

Designed to evaluate performance changes when converting from R-11or
R-12 to another refrigerant. Can also be used to evaluate chiller
staging strategies and condenser and evaporator water temperature reset.
Software was developed by the US Environmental Protection Agency and is
free at
[http://www.energystar.gov/index.cfm?c=business.bus_quikchill.](http://www.energystar.gov/index.cfm?c=business.bus_quikchill)

### QuikFan 4.0

QuikFan is an analysis tool that assesses the cost-effectiveness
of upgrading variable air volume (VAV) systems. It provides
screening-level analysis without complex building data. The primary
focus of the software is the application of variable speed drives (VSD)
to fan motors. QuikFan also has options for high efficiency motor
installation and static pressure reset. Software was developed by the US
Environmental Protection Agency and is free through
[http://www.energystar.gov/index.cfm?c=business.bus_quikfan.](http://www.energystar.gov/index.cfm?c=business.bus_quikchill)

## [Utility Cost Management Tools]{.underline}

### Energy Accounting Guide

The California Energy Commission publishes a guide *Energy Accounting: A
Key Tool in Managing Energy Costs*, which discusses some of the reasons
for energy accounting, background information needed to understand it,
and explains how to get started with a program. With emphasis on
computer software, this document will discuss some of the methods and
means of energy accounting, focusing in on energy accounting software
packages. The appendix reviews and provides information on some of the
most popular, commercially available energy accounting software
packages. It is available at
[www.energy.ca.gov/reports/efficiency_handbooks/index.html](http://www.energy.ca.gov/reports/efficiency_handbooks/index.html).

### Cost Analyst & Energy Analyst 

Cost Analyst and Energy Analyst are part of a combined software package
sold through Itron which analyzes energy cost and verifies utility
billing. Itron also offers utility bill management services. More
information is available through
<http://www.itron.com/products/iee_customer_care.html>

### Energy Manager Software Solutions

The Energy Manager software , by Lifespring Resources, can collect,
store, manipulate, and display data. The software is Windows based and
can display data in custom graphical formats. Uses include predictive
maintenance and documenting the performance of utility systems such as
steam, gas, electricity, or heated water. It can be purchased from
<http://www.energymanager.ws/pages/813753/index.htm>.

### Metrix 

Metrix is software designed to track utility usage and costs in order to
track operating cost savings or verify the impacts of utility
performance measures. Metrix creates a historical baseline using a
multi-variant linear regression to correct for weather and other
independent variables that affect utility cost. It establishes
performance targets and can track an unlimited number of sites,
facilities, and meters. Appropriate for use with IPMVP/FEMP Option C.

Software is available sold for about \$3,000 through Optimum Energy

<http://www.optimumenergy.com/software/metrix.html> or through Abraxas
Energy <http://www.abraxasenergy.com/products.php>

### Utility Manager Pro 4.0

This software is sold by SMR (Save More Resources) to access, track,
view, and graph monthly billing information in itemized detail. This
company also provides utility bill payment services.
<http://www.smr.tv/solutions/>.

The software is also available through Abraxas Energy at
<http://www.abraxasenergy.com/products.php>.

### YourEnergyBill.com 

YourEnergyBill.com is an online utility accounting software sold by
Optimum Energy. Features include utility bill management and reporting
tools to enable precise accounting. Additional information is available
through <http://www.optimumenergy.com/software/zpower.html>.

# Hardware Tools for Data Acquisition and Management 

Many tools are available which help collect and analyze system-wide
HVAC, controls and lighting performance data over time. Data may include
power (kW), energy (kWh), or operating parameters such as temperature,
humidity, pressure, flow rates, status, lighting levels, etc. Data can
be collected through one-time measurements or can be recorded in
user-defined intervals. Prices, applications, and complexity of these
tools vary.

## Guidance on Tool Selection 

Guidance on selecting data loggers and other tools is available through
several publications as well as tool-lending libraries.

### Articles on Selecting Tools

-   Refer to IPMVP Volume I Appendix C for an explanation what type of
    loggers or meters are appropriate for various applications.
    <http://www.ipmvp.org/download.php>.

-   A PECI/DOE document called *Portable Dataloggers-Diagnostic
    Monitoring Tools for Energy-Efficient Building Operation* describes
    the suppliers and uses of data loggers. It is available through
    <http://www.peci.org/library/PECI_DxMonitoring1_0302.pdf>.

-   A Park Service article *Datalogger Applications In Monitoring The
    Museum Environment, Part I: Comparison Of Temperature And Relative
    Humidity Dataloggers* compares the performance of temperature and
    humidity loggers. It can be downloaded from
    <http://www.cr.nps.gov/museum/publications/conserveogram/03-03.pdf>.

-   Article from Onset Computer Corp. describes the applications for
    data loggers -- *The Use of Low-Cost Data Loggers in Monitoring
    Building Systems Performance*. It can be downloaded from
    <http://www.automatedbuildings.com/news/nov99/articles/onset/onset.htm>.

### Tool Lending Services

#### PG&E Tool Lending Library

The PG& E Energy Center maintains a tool lending library and has
information on a variety of handheld measurement tools.
[www.pge.com/003_save_energy/003c_edu_train/pec/toolbox/tll/tll_home.shtml](http://www.pge.com/003_save_energy/003c_edu_train/pec/toolbox/tll/tll_home.shtml).

#### WAPA Equipment Loan Program

The Equipment Loan Program through WAPA (Western Area Power
Administration) provides technical equipment and training to customers
through loan agreements. Utilities use the program to \"test drive\" new
technologies. Equipment such as infrared cameras, demand analyzers, and
power quality monitors allow customers to track their own and their
customers\' energy use. WAPA's customer representatives work with
customers to ensure needs are met.
<http://www.wapa.gov/es/loan/default.htm>.

## Hardware Tools 

### Abacus

Abacus tools provide wireless meter information that can be used to
detect abnormal energy use and assess the impact of measures
immediately. <https://abacus2.ameren.com/>.

### ACR Systems

ACR offers a complete line of compact Information Loggers. Small
portable data loggers record temperature, relative humidity, electric
current, pressure and other standard variables.
[www.acrsystems.com](http://www.acrsystems.com/).

### Amprobe

Amprobe makes a variety of tools for testing and measuring electrical
properties in various field applications. Their DM-II Data
Logger/Recorder is a true RMS poly phase power meter that can record
voltage, current, power, energy and demand. The tool includes voltage
and power sensors. [www.amprobe.com](http://www.amprobe.com/).

### [Analysis North](http://www.energytools.com/)

Analysis North is a manufacturer and distributor of energy monitoring
and software products for energy and HVAC professionals.
<http://www.energytools.com/index.htm>.

### Architectural Energy Corporation

Architectural Energy Corporation\'s (AEC) MicroDataLogger**^®^**
portable data acquisition system is a battery or line-powered,
four-channel data logger and hand-held meter which records time-series
data from many different sensors or transducers, including temperature,
relative humidity, pressure, electrical current, power, air flow,
velocity or lighting levels. The accompanying Enforma software allows
visualization and analyses of short-term data taken from portable
loggers. Tools are available through Architectural Energy Corporation,
Boulder, CO and [www.archenergy.com](http://www.archenergy.com/).

### [Boonton Test Solutions](http://www.boonton.com/)

Boonton supplies high-performance test instruments and sensors.
<http://www.boonton.com/2002/index.html>.

### Continental Control Systems

Continental designs and manufactures AC power and energy meters.
Available products include standard pulse-output watt-hour transducers
and LonWorks interoperable power, energy, and demand meters.
Applications include utility sub-metering, end-use metering, equipment
performance monitoring, verification, evaluation, and diagnostics.
[www.ccontrolsys.com/](http://www.ccontrolsys.com/).

### Controlotron

Controlotron makes a variety of non-Intrusive and clamp-on flowmeters.
Appropriate for thermal HVAC measurements, the flowmeters attach to the
outside of a pipe to monitor and trend the energy consumption of liquid
thermal energy applications such as chilled or hot water HVAC
installations.

<http://www.controlotron.com/>.

### Dent Instruments

Dent offers a variety of energy monitoring products, including tools
designed to measure, record, analyze, and present data. Portable devices
record the time-of-use and run-time of devices, current, temperature,
pulse counts, true RMS 3-phase power characteristics, demand & power
metering, environmental monitoring, power quality monitoring, and liquid
flow metering. Data analysis software is also available for use with
these loggers. Tools are available through Dent Instruments in Bend, OR
<http://www.dentinstruments.com/>.

### Dickson Monitoring Solutions

Dickson makes a variety of data loggers developed to record and monitor
temperature, humidity, pressure and a variety of other variables.

[http://www.dicksonweb.com/info/home.php](http://www.dicksonweb.com/info/home.php ).

### [Dranetz-BMI Technology Inc.](http://www.dranetz.com/)

Dranetz provides a wide range of electric power quality instruments and
systems in the industry. <http://www.dranetz-bmi.com/>.

### E-MON Corporation

E-MON Corporation makes solid state electric meters and meter reading
systems and software. E-MON D-MON electric meters install easily to
meter kWh and/or demand (kW) of electricity. E-MON CE-MON systems and
software can be installed on either E-MON meters or any manufacturer\'s
meters for automatic meter reading and profiling. E-MON Corporation is
headquartered in Langhorne, PA. [www.emon.com/](http://www.emon.com/).

### Enernet Corporation

Enernet offers power measurement equipment and measurement and
verification services. Their K-20 multi-channel power loggers measure
true RMS power as well as any desired discrete parameters.
[www.enernetcorp.com](http://www.enernetcorp.com/).

### Field Diagnostics

The ACRx service tool acquires and processes technical data (air
temperatures, refrigerant temperatures and pressures, etc.) on packaged
HVAC units, and identifies pending service needs. Information is
available through Field Diagnostic Services, Warminster, PA,
[www.acrx.com](http://www.acrx.com/).

### Fluke Corporation

Fluke manufactures, distributes and services electronic test tools,
including power meters, multi-meters, and other diagnostic tools.
[www.fluke.com/](http://www.fluke.com/).

### GE Sensing

Panametrics (owned by GE Sensing) manufactures and distributes
ultrasonic testing equipment. Their non-invasive ultrasonic flow meters
are useful for data collection for chiller water plants and other flow
applications. <http://www.gesensing.com/panametricsproducts/>

### Hanwell Instruments

Hanwell Instruments offers a wide range of miniature data logging,
monitoring, and control hardware including temperature, relative
humidity, light levels, shock, and tilt. <http://www.hanwellusa.com/>.

### Highland Technology

Highland Technology makes some advanced energy measurement products.

Information is available at
[www.highlandtechnology.com/](http://www.highlandtechnology.com/).

### [K-TECH, Inc.](http://www.k-tech.com/)

K-Tech specializes in power measurement and control instruments.
<http://www.k-tech.com/>

### Langan Products Inc.

Langan manufacturers portable measuring instruments for recording
temperature, humidity, solar radiation, carbon monoxide, carbon dioxide,
barometric pressure at user defined intervals.
<http://www.langan.biz/main_frame.html>.

### MetreTek Technologies, Inc.

Metretek Technologies provides instrumentation to measure natural gas.

<http://www.metretek.com/frames.html>

### Ohio Semitronics

Over the last thirty-five years Ohio Semitronics has a wide array of
energy measurement devices and instrumentation available.
<http://www.ohiosemitronics.com/>.

### Onset Computer Corporation

Onset offers over 70 models of miniature data loggers and
logger/controller engines. The popular [HOBO &
StowAway](http://www.onsetcomp.com/Products/3563_products_hobo.html)
loggers, paired with [BoxCar
Pro](http://www.onsetcomp.com/Products/Product_Pages/BoxCar_Pro_pages/4262_BCP40.html)
software for Windows, allow you to quickly and easily record
temperature, relative humidity, light intensity, lighting run time,
rainfall, AC current, DC voltage, motor on/off, light on/off,
open/closed states and events. Tools are available through Onset
Computer Corporation, Pocasset, MA,
[www.onsetcomp.com](http://www.onsetcomp.com/).

### Pace Scientific

Pace Scientific makes the XR440 Pocket Logger, four-channel data logger
with sensors for temperature, humidity, pressure, AC current, light,
pulse, process signals, etc.
[www.pace-sci.com](http://www.pace-sci.com/).

### PSI Flow Instruments

PSI Flow Instruments provides process control and instrumentation,
including a wide range of flow meters.

Information is available at
<http://www.psi-kc.com/html/products/flow.html>.

### Square D

Square D makes a full line of power monitoring equipment. More
information is available through

<http://www.squared.com/us/products/power_management.nsf/unid/6E2BE9FED06AB9CC85256A1D006B0EB0/$file/pwrmgmtprodshomeFrameset.htm>.

### Summit Technology, Inc.

Summit Technology makes the PowerSight, a tool for measurement and
analysis of electric power. Features include demand analysis, harmonic
analysis, power quality analysis and data logging. More information is
available at
[www.summittechnology.com](http://www.summittechnology.com/).

### Texas A&M

Texas A&M has developed various software programs designed to help users
manipulate and analyze energy consumption data. Information and costs
are available through Texas A&M at
[www-esl.tamu.edu/software/software.html](http://www-esl.tamu.edu/software/software.html).

### Thermo Westronics

Thermo Westronics offers a full line of Ranger Power Quality Recorders
including harmonic analyzers, power quality monitors and software, meter
loggers and data loggers. These instruments are used in a variety of
process and power applications. <http://www.thermo.com/>.

### Veris Industries

Veris Industries offers a variety of sensors including power meters,
humidity, pressure, and temperature sensors. Most of their equipment is
for permanent installation. Information is available at
[www.veris.com/](http://www.veris.com/).

### Veriteq

Veriteq offers compact precision data loggers for relative humidity,
temperature, voltage & current. Advanced data acquisition instruments,
Veriteq loggers combine high-accuracy performance with palm-sized,
portable, and battery-operated simplicity.
<http://www.veriteq.com/index.htm>

### WattStopper

WattStoppper makes a line of occupancy sensors, and lighting specific
controls, data loggers, and sensors. The Watt Stopper\'s IT-200
InteliTimer Pro Logger monitors both occupancy and lighting usage to
give you and estimates savings possible with occupancy sensors. The PL
100 analyzes plug loads and estimates savings possible with occupancy
sensors. [www.wattstopper.com](http://www.wattstopper.com/)

### Xymetrex (Previously Measuring and Monitoring Services)

Services include measurement and verification services, end-use
metering, load research, energy monitoring and analysis, water system
monitoring as well as related hardware and software products. Their
TimeFrame tool is for data collection of lighting and motor projects
which include sensors (current or voltage types) that are hardwired at
the site and remote computer for data collection and storage and
analysis. Information is available Xymetrex, Tinton Falls, NJ,
<http://www.xymetrex.com/>.

# Other Resources 

There are many additional resources that could be utilized when
preparing for and implementing measurement and verification of energy
savings. Some of these resources are included here.

## Commissioning & Retro-Commissioning Resources

### ASHRAE Guideline 0

*Guideline 0 --2005 - The Commissioning Process* describes the methods
used to verify that specific elements, assemblies, or systems meet the
Owner's Project Requirements. This guideline describes the procedures,
methods, and documentation requirements requirements for each phase of
the Commissioning Process. Document is available through
[www.ashrae.org/](http://www.ashrae.org/) for \$59.

### ASHRAE Guideline 1 

*Guideline 1-1996 - The HVAC Commissioning Process* describes the
commissioning process that will ensure HVAC systems perform in
conformity with design intent. Document is available through
[www.ashrae.org/](http://www.ashrae.org/) for \$36.

Model Commissioning Plan and Guide Specifications\
A complete toolkit of materials to incorporate building commissioning
into your project. Developed by Portland Energy Conservation for US
Department of Energy Seattle Regional Support Office**.** Version 2.05
modifications sponsored by:Oregon Office of Energy.\
Available for download at <http://www.peci.org/library/mcpgs.htm>

Printed copy: Version 2.04 of this document is available printed and
bound from the National Technical Information Service (NTIS). Call NTIS
at 1-800-553-6847 and request document ID# DE97004564.

### A Practical Guide for Commissioning Existing Buildings

A guide of almost 150 pages prepared by the staff of Portland Energy
Conservation, Inc. and Oak Ridge National Laboratory that covers the
benefits and how-to\'s of retro-commissioning projects. The report is
available for download from:

<http://eber.ed.ornl.gov/commercialproducts/retrocx.htm>.

### Portland Energy Conservation Inc. (PECI)

Portland Energy Conservation Inc.\'s page for commissioning and O&M
resources contains links to documents and organizations related to
building commissioning and operation and maintenance.
<http://www.peci.org/library.htm>.

### FEMP Continuous Commissioning Guide

This guidebook was developed by Texas A&M for the Federal Energy
Management Program to present the principles and results of Continuous
Commissioning to federal agencies. It is available for download at
<http://eber.ed.ornl.gov/commercialproducts/contcx.htm>.

## [Miscellaneous Resources]{.underline}

### PNNL M&V Instructional Tool

The FEMP Measurement and Verification (M&V) Instructional Tool (CD Rom)
is designed to give the Federal employee access to information on
metering and M&V for use with on-going energy projects, energy savings
performance contracting (ESPC), operations and maintenance (O&M)
activities, and in-house energy efficiency efforts. It is meant to
provide an introduction to metering and M&V for energy projects for the
beginner and provide ample links to the appropriate M&V documents for
the more experienced. Software downloadable from the Web at
<http://metering.pnl.gov/MandV/FEMPMVtool.htm>.

### Predicting and Verifying Energy Savings for Energy Service Companies Using Short-Term Monitoring

This study by W. Mark Arney, Stuart S. Waterbury, Matthew J. Ossi was
published in 1998 ACEEE *Summer Study On Energy Efficiency In Buildings
Proceedings.* It can be ordered through
[www.aceee.org/pubs/pan398.htm](http://www.aceee.org/pubs/pan398.htm).

### Rebuild America Program Manual

Rebuild America has a series of documents sponsored by the DOE. *The
Energy Efficient Project Manual* is published by the National
Association of Energy Services Companies (NAESCO) and the Department of
Energy for the Energy Fitness Program. It is sub-titled *The Customer's
Handbook To Energy Efficient Retrofits: Upgrading Equipment while
Reducing Energy Consumption And Operating And Maintenance Costs*. This
overview of performance contracting has a chapter on measurement and
verification. It is available from
<http://www.naesco.org/bookstore/default.htm> for \$40.

### Risk & Responsibility Matrix

Included in the IDIQ contract for all Super ESPC service providers, the
Responsibility Matrix is a concise tool used to allocate risk in a
performance contract. The responsibilities are assigned for typical
financial and operational parameters. This document can be downloaded
from <http://ateam.lbl.gov/mv/>.