# Review of ESPC M&V Plan for GSA Piscataway Federal Center, Piscataway, NJ

## Section 1: Background

This review of the M&V plan for this ESPC project was performed to
ensure:

-   M&V conforms to agreed-upon risk allocation;

-   M&V is adequate for all significant savings streams;

-   The baseline is adequately defined;

-   The savings estimates are sound & reasonable;

-   Performance period activities are meaningful and adequate to support
    the guarantee;

-   Overall project assumptions are reasonable.

Table 1: Summary of Project Data

  -------------------------- --------------------------------------------
  Project name:              GSA Piscataway Federal Center

  Location:                  Piscataway, NJ

  Delivery Order #:          FAKE34621

  Date of proposal:          April 1, 2003
  -------------------------- --------------------------------------------

Table 2: Summary of Review Distribution

+-------------------------------------+--------------------------------+
| Reviewer:                           | Lia Webster                    |
+-------------------------------------+--------------------------------+
| Reviewer Contact Information:       | Project Manager, Nexant, Inc.  |
|                                     |                                |
|                                     | 1401 Walnut St, Boulder CO     |
|                                     | 80302                          |
|                                     |                                |
|                                     | 303.402.2493                   |
|                                     |                                |
|                                     | <lwebster@nexant.com>          |
+-------------------------------------+--------------------------------+
| Date of Review:                     | May 6, 2005                    |
+-------------------------------------+--------------------------------+
| Agency Contact info:                | Richard Handy                  |
|                                     |                                |
|                                     | Sr. Engineer Dept of General   |
|                                     | Services                       |
|                                     |                                |
|                                     | 1800 Highrise Rd, Piscataway   |
|                                     | NJ 10012                       |
|                                     |                                |
|                                     | 201.455.3667                   |
|                                     |                                |
|                                     | <rihandy@piscataway.gsa.gov>   |
+-------------------------------------+--------------------------------+
| Date review was provided to Agency  | May 6, 2005                    |
| contact:                            |                                |
+-------------------------------------+--------------------------------+
| DOE Contact info:                   | Paul King\                     |
|                                     | DOE Outreach/Technical         |
|                                     | Assistance\                    |
|                                     | 617-565-9712\                  |
|                                     | <paul.king@ee.doe.gov>         |
+-------------------------------------+--------------------------------+
| Date review was provided to DOE     | May 6, 2005                    |
| contact:                            |                                |
+-------------------------------------+--------------------------------+

## Section 2: Summary of Findings

In general, this M&V plan is very robust and will accurately quantify
energy and cost savings for this project. Some minor items need to be
updated for consistency and clarity, as outlined below.

### Whole Project

-   Requirements for government witnessing of measurement in the
    baseline and performance period are not included and should be
    defined.

-   Plan presented for dispute resolution is not very specific and
    should be enhanced.

### ECM 1 -- Lighting Retrofit

-   Note government's involvement with collection and verification of
    baseline data if appropriate.

-   Complete baseline and post-installation energy and cost data in
    Table 3-2.

### ECM 2 -- Energy Management and Control System (EMCS)

-   Add back-up information on chiller energy use and savings from
    implementing improved controls after hours. Consider adding after
    hours run-time check using EMCS data to validate these savings.

-   Define roles for ESCO and GSA to manage EMCS data.

### ECM 3 -- Chiller Replacement

-   Specify performance parameters for the new chiller, such as chilled
    water flow and supply temperature. It may also be appropriate for
    ESCO to specify cooling tower performance requirement

-   Note government's involvement with collection and verification of
    baseline data if appropriate.

-   Remove statement in Section 5.7 that places repair responsibility of
    the chiller with GSA so it is consistent with Risk Matrix.

-   Provide back-up data on source of minimum ton-hours. Clarify how
    this data will be applied to the savings calculation method.

## Section 3: Review of Individual Measures

Table 3: Summary of Savings from Proposed ECMs

  -------- --------------- -------------- -------------- ----------- -----------
  **ECM    **ECM Name /    **Annual       **Annual O&M   **% Total   **% Total
  \#**     Description**   Energy & Water Cost Savings   Savings**   Energy &
                           Cost Savings   (\$)**                     Water
                           (\$)**                                    Savings**

  **96**   Lighting        \$14,811       \$0            15%         18%

  2        EMCs            \$47,211       \$0            49%         56%

  3        Chiller         \$22,561       \$12,000       36%         27%

           **Totals:**     **\$84,583**   **\$12,000**   \$96,583    
  -------- --------------- -------------- -------------- ----------- -----------

Table 4: Summary of M&V and Savings Calculation Methods

+-----+----------+-------------------------+-------------------------+
| **  | **M&V    | **Baseline              | **Post-install and      |
| ECM | Method   | Determination           | Performance Period M&V  |
| \   | from     | Methodology**           | & Savings               |
| #** | FEMP     |                         | Calculations**          |
|     | Gui      |                         |                         |
|     | deline** |                         |                         |
+-----+----------+-------------------------+-------------------------+
| 1   | A        | Stipulated fixture      | Adjust fixture counts   |
|     |          | wattages; short-term    | and energy use based on |
|     | (        | monitoring of operating | as-built data           |
|     | LE-A-01) | hours on a              |                         |
|     |          | statistically valid     |                         |
|     |          | sample of fixtures      |                         |
+-----+----------+-------------------------+-------------------------+
| 2   | B        | Instantaneous power     | Monitored               |
|     |          | measurements;           | post-installation       |
|     | (G       | stipulated baseline     | operating hours         |
|     | LV-B-01) | operating hours,        |                         |
+-----+----------+-------------------------+-------------------------+
| 3   | B        | Metered baseline        | Meter new chiller kW    |
|     |          | chiller performance to  | and Tons, predict       |
|     | (        | develop model           | baseline kW             |
|     | CH-B-02) |                         |                         |
+-----+----------+-------------------------+-------------------------+

### Review of ECM 1: Lighting Retrofit

  ---------------------------------------------------- ------------------
  Annual Cost Savings:                                 \$14,811

  O&M Cost savings:                                    \$0

  \% Total Project Cost savings:                       15%
  ---------------------------------------------------- ------------------

#### ECM Specific Comments

-   This M&V plan is based on LE-A-02 from the FEMP M&V Guideline and is
    very robust for this ECM. Operating hours were measured, including
    coincident operation to determine demand savings. The only risk is
    that the existing lighting equipment was properly defined, since the
    power use is based on this information.

-   Government witnessing of baseline data was not noted.

-   Energy and cost data is missing from Table 3-2: Proposed Annual
    Savings For ECM-1.

#### 

#### ECM Specific Recommendations

-   Note government's involvement with collection and verification of
    baseline data if appropriate.

-   Complete baseline and post-installation energy and cost data in
    Table 3-2.

### Review of ECM 2: Installation of Energy Management and Control System (EMCS)

  ---------------------------------------------------- ------------------
  Annual Cost Savings:                                 \$47,211

  O&M Cost savings:                                    \$0

  \% Total Project Cost savings:                       49%
  ---------------------------------------------------- ------------------

#### ECM Specific Comments

-   After-hours chiller savings are stipulated based on broad
    assumptions and is not well documented.

-   Other electrical savings resulting from this measure are being
    accurately calculated, assuming baseline operating hours are as
    defined. Natural gas savings are not quantified, although cost
    savings will result.

-   Data management for the data recorded by the EMCS has not been
    adequately defined for this measure. It is unclear who will manage
    data -- how it will be saved, backed-up and transferred to the ESCO.

#### ECM Specific Recommendations

-   Add back-up information on chiller energy use and savings from
    implementing improved controls after hours. Consider adding after
    hours run-time check using EMCS data to validate these savings.

-   Define roles for ESCO and GSA to manage EMCS data.

### Review of ECM 3: Chiller Replacement

  ---------------------------------------------------- ------------------
  Annual Cost Savings:                                 \$34,561

  O&M Cost savings:                                    \$12,000

  \% Total Project Cost savings:                       36%
  ---------------------------------------------------- ------------------

#### ECM Specific Comments

-   This M&V plan is based on FEMP M&V method CH-B-02 and is very
    robust. Baseline and post-installation performance data is metered.

-   No performance parameters for the chiller operation have been
    defined.

-   Government witnessing of baseline data was not noted.

-   No specification was provided for the ultrasonic flow meter used in
    the baseline measurements.

-   Baseline and post-install electric demand are not included in Table
    5-1.

-   Repair responsibility for the chiller described in the M&V plan is
    not consistent with risk and responsibility matrix. Based on the O&M
    plan, ABC Engineering should maintain responsibility for the
    chiller.

-   Minimum ton-hours are set for operation of the chiller that will be
    used to calculate savings in case chiller use decreases
    dramatically. The source for these minimum ton-hours is not
    included, and enough data is not provided to apply savings
    calculations.

#### 

#### ECM Specific Recommendations

-   Specify performance parameters for the new chiller, such as chilled
    water flow and supply temperature. It may also be appropriate for
    ESCO to specify cooling tower performance requirement

-   Note government's involvement with collection and verification of
    baseline data if appropriate.

-   Remove statement in Section 5.7 that places repair responsibility of
    the chiller with GSA so it is consistent with Risk Matrix.

-   Provide back-up data on source of minimum ton-hours. Clarify how
    this data will be applied to the savings calculation method.

## Section 4: M&V Plan and Savings Calculation Methods - Content Checklists (v. 1.0)

### Project Level Checklist

+-------+-------------------------------------------------+-----------+
| **    | **Item**                                        | **        |
| Value |                                                 | Included? |
| Le    |                                                 | Note any  |
| vel** |                                                 | defic     |
|       |                                                 | iencies** |
+=======+=================================================+===========+
| **1.  |                                                 |           |
| Exec  |                                                 |           |
| utive |                                                 |           |
| Su    |                                                 |           |
| mmary |                                                 |           |
| / M&V |                                                 |           |
| Ove   |                                                 |           |
| rview |                                                 |           |
| &     |                                                 |           |
| Pro   |                                                 |           |
| posed |                                                 |           |
| Sa    |                                                 |           |
| vings |                                                 |           |
| Calc  |                                                 |           |
| ulati |                                                 |           |
| ons** |                                                 |           |
+-------+-------------------------------------------------+-----------+
| 1.1   |                                                 |           |
| Pro   |                                                 |           |
| posed |                                                 |           |
| A     |                                                 |           |
| nnual |                                                 |           |
| Sa    |                                                 |           |
| vings |                                                 |           |
| Ove   |                                                 |           |
| rview |                                                 |           |
+-------+-------------------------------------------------+-----------+
| High  | Table showing the projected savings by ECM      | Table 1-1 |
|       | broken out by O&M savings, energy units, energy |           |
|       | cost, and other savings values as applicable.   |           |
|       | Include all applicable fuels / commodities for  |           |
|       | project, such as: electric energy, electric     |           |
|       | demand, natural gas, fuel oil, coal, water,     |           |
|       | etc.                                            |           |
+-------+-------------------------------------------------+-----------+
| High  | First Year Guaranteed Cost Savings              | See DO-1  |
+-------+-------------------------------------------------+-----------+
| Opt   | Site Use and Savings Overview - Include         | E         |
| ional | approximate % total site usage saved (for       | lectrical |
|       | year 1) by energy source type for site          | cost      |
|       | (optional)                                      | only;     |
|       |                                                 | \~10%     |
|       |                                                 | reduction |
+-------+-------------------------------------------------+-----------+
| **1.2 |                                                 |           |
| M&V   |                                                 |           |
| Plan  |                                                 |           |
| Summ  |                                                 |           |
| ary** |                                                 |           |
+-------+-------------------------------------------------+-----------+
| M     | Table presenting M&V Option (from M&V           | Table 1-3 |
| edium | guideline) used and summary of M&V approach for |           |
|       | each ECM                                        |           |
+-------+-------------------------------------------------+-----------+
| **2.  |                                                 |           |
| Whole |                                                 |           |
| Pr    |                                                 |           |
| oject |                                                 |           |
| Data  |                                                 |           |
| /     |                                                 |           |
| G     |                                                 |           |
| lobal |                                                 |           |
| Ass   |                                                 |           |
| umpti |                                                 |           |
| ons** |                                                 |           |
+-------+-------------------------------------------------+-----------+
| **2.1 |                                                 |           |
| Risk  |                                                 |           |
| &     |                                                 |           |
| R     |                                                 |           |
| espon |                                                 |           |
| sibil |                                                 |           |
| ity** |                                                 |           |
+-------+-------------------------------------------------+-----------+
| High  | Summarize allocation of responsibility for key  | Attached  |
|       | items related to M&V.                           |           |
+-------+-------------------------------------------------+-----------+
| M     | -   Reference location of Risk & Responsibility |           |
| edium |     Matrix (if required).                       |           |
+-------+-------------------------------------------------+-----------+
| **2.2 |                                                 |           |
| En    |                                                 |           |
| ergy, |                                                 |           |
| W     |                                                 |           |
| ater, |                                                 |           |
| and   |                                                 |           |
| Opera |                                                 |           |
| tions |                                                 |           |
| &     |                                                 |           |
| M     |                                                 |           |
| ainte |                                                 |           |
| nance |                                                 |           |
| (O&M) |                                                 |           |
| Rate  |                                                 |           |
| D     |                                                 |           |
| ata** |                                                 |           |
+-------+-------------------------------------------------+-----------+
| High  | Details of baseline energy and water rates      | Yes       |
|       | included                                        |           |
+-------+-------------------------------------------------+-----------+
| High  | Provide performance period rate adjustment      | None used |
|       | factors for energy, water, and O&M cost         |           |
|       | savings, if used.                               |           |
+-------+-------------------------------------------------+-----------+
| **2.3 |                                                 |           |
| Sch   |                                                 |           |
| edule |                                                 |           |
| &     |                                                 |           |
| Repo  |                                                 |           |
| rting |                                                 |           |
| for   |                                                 |           |
| Ve    |                                                 |           |
| rific |                                                 |           |
| ation |                                                 |           |
| Ac    |                                                 |           |
| tivit |                                                 |           |
| ies** |                                                 |           |
+-------+-------------------------------------------------+-----------+
| M     | Define requirements for witnessing of           | Not       |
| edium | measurements during:                            | INCLUDED  |
+-------+-------------------------------------------------+-----------+
|       | -   Baseline development                        |           |
+-------+-------------------------------------------------+-----------+
|       | -   Post-installation verification activities   |           |
+-------+-------------------------------------------------+-----------+
|       | -   Performance period                          |           |
+-------+-------------------------------------------------+-----------+
| M     | Define schedule of verification reporting       |           |
| edium | activities, including:                          |           |
+-------+-------------------------------------------------+-----------+
|       | -   Post-Installation Report                    | Yes       |
+-------+-------------------------------------------------+-----------+
|       | -   Annual Report                               | Yes       |
+-------+-------------------------------------------------+-----------+
| M     | Define content and format of reports:           |           |
| edium |                                                 |           |
+-------+-------------------------------------------------+-----------+
|       | -   Post-installation report (Use               | IDIQ      |
|       |     Post-Installation Report Outline.)          | r         |
|       |                                                 | eferenced |
+-------+-------------------------------------------------+-----------+
|       | -   Annual M&V reports (Use Annual Report       | IDIQ      |
|       |     Outline)                                    | r         |
|       |                                                 | eferenced |
+-------+-------------------------------------------------+-----------+
|       | -   Interval M&V reports (Develop report        | None      |
|       |     outline if needed)                          | proposed  |
+-------+-------------------------------------------------+-----------+
| **2.4 |                                                 |           |
| O     |                                                 |           |
| perat |                                                 |           |
| ions, |                                                 |           |
| Preve |                                                 |           |
| ntive |                                                 |           |
| Ma    |                                                 |           |
| inten |                                                 |           |
| ance, |                                                 |           |
| Re    |                                                 |           |
| pair, |                                                 |           |
| and   |                                                 |           |
| R     |                                                 |           |
| eplac |                                                 |           |
| ement |                                                 |           |
| Repo  |                                                 |           |
| rting |                                                 |           |
| Requ  |                                                 |           |
| ireme |                                                 |           |
| nts** |                                                 |           |
+-------+-------------------------------------------------+-----------+
| High  | Define Government and ESCO reporting            | ESCO only |
|       | requirements:                                   |           |
+-------+-------------------------------------------------+-----------+
|       | Summarize key verification activities and       |           |
|       | reporting responsibilities of government and    |           |
|       | ESCO on operations, preventive maintenance,     |           |
|       | repair, and replacement items from details in   |           |
|       | ECM specific M&V Plans.                         |           |
+-------+-------------------------------------------------+-----------+
|       | Define content of reports and reporting         | Yes       |
|       | schedule.                                       |           |
+-------+-------------------------------------------------+-----------+
| **2.5 |                                                 |           |
| Co    |                                                 |           |
| nstru |                                                 |           |
| ction |                                                 |           |
| P     |                                                 |           |
| eriod |                                                 |           |
| Savi  |                                                 |           |
| ngs** |                                                 |           |
+-------+-------------------------------------------------+-----------+
| High  | Provide overview of how construction period     | None      |
|       | savings will be calculated, if applicable.      | claimed   |
+-------+-------------------------------------------------+-----------+
| **2.6 |                                                 |           |
| S     |                                                 |           |
| tatus |                                                 |           |
| of    |                                                 |           |
| Reba  |                                                 |           |
| tes** |                                                 |           |
+-------+-------------------------------------------------+-----------+
| M     | Provide a summary of the source of any          | None      |
| edium | third-party rebates or incentives provided on   |           |
|       | this project.                                   |           |
+-------+-------------------------------------------------+-----------+
|       | Provide status of any third-party rebates or    |           |
|       | incentives.                                     |           |
+-------+-------------------------------------------------+-----------+
| **2.7 |                                                 |           |
| Di    |                                                 |           |
| spute |                                                 |           |
| Re    |                                                 |           |
| solut |                                                 |           |
| ion** |                                                 |           |
+-------+-------------------------------------------------+-----------+
| M     | Describe plan for resolving disputes regarding  | weak plan |
| edium | issues such as baseline, baseline adjustment,   |           |
|       | energy savings calculation, and the use of      |           |
|       | periodic measurements.                          |           |
+-------+-------------------------------------------------+-----------+

### ECM Level Checklist

+-------+---------------------------+---------+--------+---------+---+---+
| **    | Item                      | **In    |        |         |   |   |
| Value |                           | cluded? |        |         |   |   |
| Le    |                           | Note    |        |         |   |   |
| vel** |                           | any     |        |         |   |   |
|       |                           | deficie |        |         |   |   |
|       |                           | ncies** |        |         |   |   |
+=======+===========================+=========+========+=========+===+===+
|       |                           | **ECM   | **ECM  | **ECM   |   |   |
|       |                           | 1:      | 2:     | 3:      |   |   |
|       |                           | Lig     | EMCS** | Ch      |   |   |
|       |                           | hting** |        | iller** |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | **% Project Total Cost    | **15%** | *      | **36%** |   |   |
|       | Savings:**                |         | *49%** |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | **% Project Energy &      | **18%** | *      | **27%** |   |   |
|       | Water Cost Savings:**     |         | *56%** |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| 3\.   |                           |         |        |         |   |   |
| ECM   |                           |         |        |         |   |   |
| \     |                           |         |        |         |   |   |
| [Name |                           |         |        |         |   |   |
| / #\] |                           |         |        |         |   |   |
| M&V   |                           |         |        |         |   |   |
| Plan  |                           |         |        |         |   |   |
| and   |                           |         |        |         |   |   |
| Sa    |                           |         |        |         |   |   |
| vings |                           |         |        |         |   |   |
| C     |                           |         |        |         |   |   |
| alcul |                           |         |        |         |   |   |
| ation |                           |         |        |         |   |   |
| Me    |                           |         |        |         |   |   |
| thods |                           |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| **3.1 |                           |         |        |         |   |   |
| Ove   |                           |         |        |         |   |   |
| rview |                           |         |        |         |   |   |
| of    |                           |         |        |         |   |   |
| ECM,  |                           |         |        |         |   |   |
| M&V   |                           |         |        |         |   |   |
| Plan, |                           |         |        |         |   |   |
| and   |                           |         |        |         |   |   |
| Sa    |                           |         |        |         |   |   |
| vings |                           |         |        |         |   |   |
| C     |                           |         |        |         |   |   |
| alcul |                           |         |        |         |   |   |
| ation |                           |         |        |         |   |   |
| for   |                           |         |        |         |   |   |
| ECM** |                           |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| High  | Summarize the scope of    | Yes     | Yes    | Yes     |   |   |
|       | work, location, and how   |         |        |         |   |   |
|       | cost savings are          |         |        |         |   |   |
|       | generated.                |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Describe source of    | Yes     | Yes    | Yes     |   |   |
|       |     all savings including |         |        |         |   |   |
|       |     energy, water, O&M,   |         |        |         |   |   |
|       |     and other (if         |         |        |         |   |   |
|       |     applicable).          |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| M     | Specify the M&V guideline | Yes     | Yes    | Yes     |   |   |
| edium | and option used           |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| High  | Provide an overview of    | Yes     | Yes    | Yes     |   |   |
|       | M&V Activities for ECM.   |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Explain intent of M&V | Yes     | Yes    | Yes     |   |   |
|       |     plan, including what  |         |        |         |   |   |
|       |     is being verified.    |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| High  | Provide an overview of    | Yes     | Yes    | Yes     |   |   |
|       | savings calculations      |         |        |         |   |   |
|       | methods for ECM.          |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Provide a general     | Yes     | Yes    | Yes     |   |   |
|       |     description of        |         |        |         |   |   |
|       |     analysis methods used |         |        |         |   |   |
|       |     for savings           |         |        |         |   |   |
|       |     calculations.         |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| **3.2 |                           |         |        |         |   |   |
| E     |                           |         |        |         |   |   |
| nergy |                           |         |        |         |   |   |
| and   |                           |         |        |         |   |   |
| Water |                           |         |        |         |   |   |
| Bas   |                           |         |        |         |   |   |
| eline |                           |         |        |         |   |   |
| Dev   |                           |         |        |         |   |   |
| elopm |                           |         |        |         |   |   |
| ent** |                           |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| High  | Describe in general terms | Yes     | Yes    | Yes     |   |   |
|       | how the baseline for this |         |        |         |   |   |
|       | ECM is defined.           |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| High  | Describe variables        | Yes     | Yes    | Yes     |   |   |
|       | affecting baseline energy |         |        |         |   |   |
|       | or water use.             |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Include variables     | Yes     | Yes    | Yes     |   |   |
|       |     such as weather,      |         |        |         |   |   |
|       |     operating hours, set  |         |        |         |   |   |
|       |     point changes, etc.   |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| HIGH  | -   Describe how each     | Yes     | Yes    | Yes     |   |   |
|       |     variable will be      |         |        |         |   |   |
|       |     quantified, i.e.      |         |        |         |   |   |
|       |     measurements,         |         |        |         |   |   |
|       |     monitoring,           |         |        |         |   |   |
|       |     assumptions,          |         |        |         |   |   |
|       |     manufacturer data,    |         |        |         |   |   |
|       |     maintenance logs,     |         |        |         |   |   |
|       |     engineering           |         |        |         |   |   |
|       |     resources, etc.       |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| High  | Define key system         | Yes     | Yes    | **NO!** |   |   |
|       | performance factors       |         |        |         |   |   |
|       | characterizing the        |         |        |         |   |   |
|       | baseline conditions such  |         |        |         |   |   |
|       | as comfort conditions,    |         |        |         |   |   |
|       | lighting intensities,     |         |        |         |   |   |
|       | temperature set points,   |         |        |         |   |   |
|       | etc                       |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| M     | Define requirements for   | **NOT   | **NOT  | **NOT   |   |   |
| edium | government witnessing of  | Incl    | Inclu  | Incl    |   |   |
|       | measurements if different | uded!** | ded!** | uded!** |   |   |
|       | than whole project data   |         |        |         |   |   |
|       | requirements included in  |         |        |         |   |   |
|       | Section 2.3.              |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| High  | Provide details of        |         |        |         |   |   |
|       | baseline data collected,  |         |        |         |   |   |
|       | including:                |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Parameters            | Yes     | Yes    | Yes     |   |   |
|       |     monitored/measured    |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Details of equipment  | Yes     | Yes    | Yes     |   |   |
|       |     monitored, i.e.       |         |        |         |   |   |
|       |     location, type,       |         |        |         |   |   |
|       |     model, quantity, etc. |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| M     | -   Sampling plan,        | YES     | N/A    | N/A     |   |   |
| edium |     including details of  |         |        |         |   |   |
|       |     usage groups and      |         |        |         |   |   |
|       |     sample sizes          |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| M     | -   Duration, frequency,  | Yes     | N/A    | N/A     |   |   |
| edium |     interval, and         |         |        |         |   |   |
|       |     seasonal or other     |         |        |         |   |   |
|       |     requirements of       |         |        |         |   |   |
|       |     measurements          |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| M     | -   Personnel, dates, and | NO!     | Yes    | No      |   |   |
| edium |     times of measurements |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Proof of government   | NO!     | Yes    | No      |   |   |
|       |     witnessing of         |         |        |         |   |   |
|       |     measurements (if      |         |        |         |   |   |
|       |     required)             |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| Low   | -   Monitoring equipment  | Yes     | Yes    | Yes     |   |   |
|       |     used                  |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Installation          | No      | No     | No --   |   |   |
|       |     requirements for      |         |        | need    |   |   |
|       |     monitoring equipments |         |        | ultra   |   |   |
|       |     (test plug for        |         |        | sonic   |   |   |
|       |     temperature sensors,  |         |        | flow    |   |   |
|       |     straight pipe for     |         |        | meter   |   |   |
|       |     flow measurement,     |         |        | spec    |   |   |
|       |     etc.)                 |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Certification of      | No      | Yes    | Yes     |   |   |
|       |     calibration /         |         |        | except  |   |   |
|       |     calibration           |         |        | above   |   |   |
|       |     procedures followed   |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Expected accuracy of  | Yes     | Yes    | Yes     |   |   |
|       |                           |         |        | except  |   |   |
|       |   measurements/monitoring |         |        | above   |   |   |
|       |     equipment             |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| M     | -   Quality control       | Yes     | No     | No      |   |   |
| edium |     procedures used       |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| M     | -   Form of data (.xls,   | Yes     | Yes    | Yes     |   |   |
| edium |     .cvs, etc.)           |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| HIGH  | -   Results of            |         | Need   |         |   |   |
|       |     measurements (attach  |         | c      |         |   |   |
|       |     appendix and          |         | hiller |         |   |   |
|       |     electronic forma as   |         | backup |         |   |   |
|       |     necessary)            |         | data   |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| M     | -   Completed data        | NA      | Yes    | NA      |   |   |
| edium |     collection forms, if  |         |        |         |   |   |
|       |     used                  |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| High  | Provide details of        |         |        |         |   |   |
|       | baseline data analysis    |         |        |         |   |   |
|       | performed, including:     |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Analysis using        | Yes     | Need   | Yes     |   |   |
|       |     results of            |         | off    |         |   |   |
|       |     measurements          |         | hours  |         |   |   |
|       |                           |         | c      |         |   |   |
|       |                           |         | hiller |         |   |   |
|       |                           |         | calc   |         |   |   |
|       |                           |         | backup |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Weather normalized    | NA      | NA     | NA      |   |   |
|       |     regressions           |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Weather data used and | NA      | NA     | NA      |   |   |
|       |     source of data        |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| **3.3 |                           |         |        |         |   |   |
| Pro   |                           |         |        |         |   |   |
| posed |                           |         |        |         |   |   |
| E     |                           |         |        |         |   |   |
| nergy |                           |         |        |         |   |   |
| &     |                           |         |        |         |   |   |
| Water |                           |         |        |         |   |   |
| Sa    |                           |         |        |         |   |   |
| vings |                           |         |        |         |   |   |
| Ca    |                           |         |        |         |   |   |
| lcula |                           |         |        |         |   |   |
| tions |                           |         |        |         |   |   |
| and   |                           |         |        |         |   |   |
| Met   |                           |         |        |         |   |   |
| hodol |                           |         |        |         |   |   |
| ogy** |                           |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| High  | Provide detailed          | Okay    | Okay   | Okay    |   |   |
|       | description of analysis   |         |        |         |   |   |
|       | methodology used.         |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Describe any data     | Yes     | Yes    | Yes     |   |   |
|       |     manipulation or       |         |        |         |   |   |
|       |     analysis that was     |         |        |         |   |   |
|       |     conducted prior to    |         |        |         |   |   |
|       |     applying savings      |         |        |         |   |   |
|       |     calculations.         |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| High  | Detail all assumptions    | Yes     | Need   | Yes     |   |   |
|       | and sources of data,      |         | better |         |   |   |
|       | including all stipulated  |         | ref    |         |   |   |
|       | values used in            |         | erence |         |   |   |
|       | calculations.             |         | for    |         |   |   |
|       |                           |         | C      |         |   |   |
|       |                           |         | hiller |         |   |   |
|       |                           |         | model  |         |   |   |
|       |                           |         | source |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| High  | Include equations and     | Yes     | Yes    | Yes     |   |   |
|       | technical details of all  |         |        |         |   |   |
|       | calculations made. (Use   |         |        |         |   |   |
|       | appendix and electronic   |         |        |         |   |   |
|       | format as necessary.)     |         |        |         |   |   |
|       | Include description of    |         |        |         |   |   |
|       | data format (headings,    |         |        |         |   |   |
|       | units, etc.).             |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| High  | Details of any savings or | NA      | None   | None    |   |   |
|       | baseline adjustments that |         |        |         |   |   |
|       | may be required           |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| High  | Detail energy and water   | Yes     | Yes    | Yes     |   |   |
|       | rates used to calculate   |         |        |         |   |   |
|       | cost savings.             |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Provide performance   | Not     | Not    | Not     |   |   |
|       |     period energy and     | used    | used   | used    |   |   |
|       |     water rate adjustment |         |        |         |   |   |
|       |     factors, if different |         |        |         |   |   |
|       |     from in section       |         |        |         |   |   |
|       |     2.2.2.                |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| **3.4 |                           |         |        |         |   |   |
| Opera |                           |         |        |         |   |   |
| tions |                           |         |        |         |   |   |
| and   |                           |         |        |         |   |   |
| M     |                           |         |        |         |   |   |
| ainte |                           |         |        |         |   |   |
| nance |                           |         |        |         |   |   |
| and   |                           |         |        |         |   |   |
| Other |                           |         |        |         |   |   |
| Cost  |                           |         |        |         |   |   |
| Savi  |                           |         |        |         |   |   |
| ngs** |                           |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| High  | Provide justification for | None    | None   | Yes     |   |   |
|       | O&M cost savings, if      |         |        |         |   |   |
|       | applicable                |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Describe how savings  | None    | None   | Yes     |   |   |
|       |     are generated         |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Detail cost savings   | None    | None   | Yes     |   |   |
|       |     calculations.         |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Provide performance   | None    | None   | NA      |   |   |
|       |     period O&M cost       |         |        |         |   |   |
|       |     savings adjustment    |         |        |         |   |   |
|       |     factors, if different |         |        |         |   |   |
|       |     from in section       |         |        |         |   |   |
|       |     2.2.2.                |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| High  | Provide justification for | NA      | NA     | NA      |   |   |
|       | other cost savings, if    |         |        |         |   |   |
|       | applicable.               |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Describe how savings  | NA      | NA     | NA      |   |   |
|       |     are generated.        |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Detail cost savings   | NA      | NA     | NA      |   |   |
|       |     calculations.         |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Provide performance   | NA      | NA     | NA      |   |   |
|       |     period adjustment     |         |        |         |   |   |
|       |     factors, if different |         |        |         |   |   |
|       |     from in section       |         |        |         |   |   |
|       |     2.2.2.                |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| **3.5 |                           |         |        |         |   |   |
| Pro   |                           |         |        |         |   |   |
| posed |                           |         |        |         |   |   |
| A     |                           |         |        |         |   |   |
| nnual |                           |         |        |         |   |   |
| Sa    |                           |         |        |         |   |   |
| vings |                           |         |        |         |   |   |
| For   |                           |         |        |         |   |   |
| ECM** |                           |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| HIGH  | Table detailing proposed  | Yes     | Yes    | Yes     |   |   |
|       | annual savings for this   |         |        |         |   |   |
|       | energy conservation       |         |        |         |   |   |
|       | measure for performance   |         |        |         |   |   |
|       | period: including the     |         |        |         |   |   |
|       | baseline energy use,      |         |        |         |   |   |
|       | post-install energy use,  |         |        |         |   |   |
|       | and projected savings for |         |        |         |   |   |
|       | ECM. Detail energy units, |         |        |         |   |   |
|       | energy cost, O&M savings, |         |        |         |   |   |
|       | and other savings values  |         |        |         |   |   |
|       | as applicable. Include    |         |        |         |   |   |
|       | all applicable fuels /    |         |        |         |   |   |
|       | commodities for project,  |         |        |         |   |   |
|       | such as: electric energy, |         |        |         |   |   |
|       | electric demand, natural  |         |        |         |   |   |
|       | gas, fuel oil, coal,      |         |        |         |   |   |
|       | water, etc.               |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| 3.6   |                           |         |        |         |   |   |
| Po    |                           |         |        |         |   |   |
| st-In |                           |         |        |         |   |   |
| stall |                           |         |        |         |   |   |
| ation |                           |         |        |         |   |   |
| M&V   |                           |         |        |         |   |   |
| Activ |                           |         |        |         |   |   |
| ities |                           |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| High  | Describe the intent of    | Yes     | Yes    | Yes     |   |   |
|       | post-installation         |         |        |         |   |   |
|       | verification activities,  |         |        |         |   |   |
|       | including what will be    |         |        |         |   |   |
|       | verified.                 |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| High  | Describe variables        | Yes     | Yes    | Yes     |   |   |
|       | affecting                 |         |        |         |   |   |
|       | post-installation energy  |         |        |         |   |   |
|       | or water use.             |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| High  | -   Include variables     | Yes     | Yes    | Yes     |   |   |
|       |     such as weather,      |         |        |         |   |   |
|       |     operating hours, set  |         |        |         |   |   |
|       |     point changes, etc.   |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| HIGH  | -   Describe how each     | Yes     | Yes    | Yes     |   |   |
|       |     variable will be      |         |        |         |   |   |
|       |     quantified, i.e.      |         |        |         |   |   |
|       |     measurements,         |         |        |         |   |   |
|       |     monitoring,           |         |        |         |   |   |
|       |     assumptions,          |         |        |         |   |   |
|       |     manufacturer data,    |         |        |         |   |   |
|       |     maintenance logs,     |         |        |         |   |   |
|       |     engineering           |         |        |         |   |   |
|       |     resources, etc.       |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| High  | Define key system         | Yes     | N      | NO!     |   |   |
|       | performance factors       |         | eeded? | Needed  |   |   |
|       | characterizing the        |         |        |         |   |   |
|       | post-installation         |         |        |         |   |   |
|       | conditions such as        |         |        |         |   |   |
|       | lighting intensities,     |         |        |         |   |   |
|       | temperature set points,   |         |        |         |   |   |
|       | etc.                      |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| M     | Define requirements for   | None    | None   | None    |   |   |
| edium | government witnessing of  | defined | d      | defined |   |   |
|       | measurements if different |         | efined |         |   |   |
|       | than whole project data   |         |        |         |   |   |
|       | requirements included in  |         |        |         |   |   |
|       | Section 2.3.              |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| HIGH  | Provide details of        | Yes     | Yes    | Yes     |   |   |
|       | post-installation data to |         |        |         |   |   |
|       | be collected, including:  |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Parameters to be      | NA      | Yes    | Yes     |   |   |
|       |     monitored             |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Details of equipment  | NA      | Yes    | Yes     |   |   |
|       |     to be monitored       |         |        |         |   |   |
|       |     (location, type,      |         |        |         |   |   |
|       |     model, quantity,      |         |        |         |   |   |
|       |     etc.)                 |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| High  | -   Sampling plan,        | NA      | Yes    | Yes     |   |   |
|       |     including details of  |         |        |         |   |   |
|       |     usage groups and      |         |        |         |   |   |
|       |     sample sizes          |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Duration, frequency,  | NA      | Yes    | Yes     |   |   |
|       |     interval, and         |         |        |         |   |   |
|       |     seasonal or other     |         |        |         |   |   |
|       |     requirements of       |         |        |         |   |   |
|       |     measurements          |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| Low   | -   Monitoring equipment  | NA      | Yes    | Yes     |   |   |
|       |     to be used            |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Installation          | NA      | NA     | NA      |   |   |
|       |     requirements for      |         |        |         |   |   |
|       |     monitoring equipment  |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Calibration           | NA      | Yes    | Yes     |   |   |
|       |     requirements /        |         |        |         |   |   |
|       |     procedures            |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Expected accuracy of  | NA      | Yes    | Yes     |   |   |
|       |                           |         |        |         |   |   |
|       |   measurements/monitoring |         |        |         |   |   |
|       |     equipment             |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| M     | -   Quality control       | NA      | Yes    | Yes     |   |   |
| edium |     procedures to be used |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| M     | -   Form of data to be    | NA      | Yes    | Yes     |   |   |
| edium |     collected (.xls,      |         |        |         |   |   |
|       |     .cvs, etc.)           |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| M     | -   Sample data           | NA      | No     | Yes     |   |   |
| edium |     collection forms      |         |        |         |   |   |
|       |     (optional)            |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| High  | Detail data analysis to   | NA      | Yes    | Yes     |   |   |
|       | be performed              |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| **3.7 |                           |         |        |         |   |   |
| P     |                           |         |        |         |   |   |
| erfor |                           |         |        |         |   |   |
| mance |                           |         |        |         |   |   |
| P     |                           |         |        |         |   |   |
| eriod |                           |         |        |         |   |   |
| Ve    |                           |         |        |         |   |   |
| rific |                           |         |        |         |   |   |
| ation |                           |         |        |         |   |   |
| Ac    |                           |         |        |         |   |   |
| tivit |                           |         |        |         |   |   |
| ies** |                           |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| High  | Describe variables        | Yes     | Yes    | Yes     |   |   |
|       | affecting performance     |         |        |         |   |   |
|       | period energy or water    |         |        |         |   |   |
|       | use.                      |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Include variables     | Yes     | Yes    | Yes     |   |   |
|       |     such as weather,      |         |        |         |   |   |
|       |     operating hours, set  |         |        |         |   |   |
|       |     point changes, etc.   |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| HIGH  | -   Describe how each     | Yes     | Yes    | Yes     |   |   |
|       |     variable will be      |         |        |         |   |   |
|       |     quantified, i.e.      |         |        |         |   |   |
|       |     measurements,         |         |        |         |   |   |
|       |     monitoring,           |         |        |         |   |   |
|       |     assumptions,          |         |        |         |   |   |
|       |     manufacturer data,    |         |        |         |   |   |
|       |     maintenance logs,     |         |        |         |   |   |
|       |     engineering           |         |        |         |   |   |
|       |     resources, etc.       |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| High  | Define key system         | Yes     | Yes    | NO --   |   |   |
|       | performance factors       |         |        | Need to |   |   |
|       | characterizing the        |         |        | define  |   |   |
|       | performance period        |         |        | system  |   |   |
|       | conditions such as        |         |        | op      |   |   |
|       | comfort conditions,       |         |        | par     |   |   |
|       | lighting intensities,     |         |        | ameters |   |   |
|       | temperature set points,   |         |        |         |   |   |
|       | etc                       |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| HIGH  | Describe the intent of    | Yes     | Yes    | Yes     |   |   |
|       | performance period        |         |        |         |   |   |
|       | verification activities   |         |        |         |   |   |
|       | -- what will be verified. |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| M     | Provide detailed schedule | Yes     | Yes    | Yes     |   |   |
| edium | of performance period     |         |        |         |   |   |
|       | verification activities   |         |        |         |   |   |
|       | and inspections.          |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| M     | Define requirements for   | None    | None   | None    |   |   |
| edium | government witnessing of  | defined | d      | defined |   |   |
|       | measurements if different |         | efined |         |   |   |
|       | than whole project data   |         |        |         |   |   |
|       | requirements included in  |         |        |         |   |   |
|       | Section 2.3.              |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| HIGH  | Provide details of        | Yes     | Yes    | Yes     |   |   |
|       | performance period data   |         |        |         |   |   |
|       | to be collected,          |         |        |         |   |   |
|       | including:                |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Parameters to be      | NA      | Yes    | Yes     |   |   |
|       |     monitored             |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Details of equipment  | NA      | Yes    | Yes     |   |   |
|       |     to be monitored       |         |        |         |   |   |
|       |     (location, type,      |         |        |         |   |   |
|       |     model, quantity,      |         |        |         |   |   |
|       |     etc.)                 |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| High  | -   Sampling plan,        | NA      | Yes    | Yes     |   |   |
|       |     including details of  |         |        |         |   |   |
|       |     usage groups and      |         |        |         |   |   |
|       |     sample sizes          |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Duration, frequency,  | NA      | Yes    | Yes     |   |   |
|       |     interval, and         |         |        |         |   |   |
|       |     seasonal or other     |         |        |         |   |   |
|       |     requirements of       |         |        |         |   |   |
|       |     measurements          |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| Low   | -   Monitoring equipment  | NA      | Yes    | Yes     |   |   |
|       |     to be used            |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Installation          | NA      | No     | Yes     |   |   |
|       |     requirements for      |         |        |         |   |   |
|       |     monitoring equipment  |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Calibration           | NA      | No     | Yes     |   |   |
|       |                           |         |        |         |   |   |
|       |   requirements/procedures |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Expected accuracy of  | NA      | No     | Yes     |   |   |
|       |                           |         |        |         |   |   |
|       |   measurements/monitoring |         |        |         |   |   |
|       |     equipment             |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| M     | -   Quality control       | NA      | No     | Yes     |   |   |
| edium |     procedures to be used |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| M     | -   Form of data to be    | NA      | No     | Yes     |   |   |
| edium |     collected (.xls,      |         |        |         |   |   |
|       |     .cvs, etc.)           |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| Opt   | -   Sample data           | NA      | No     | Yes     |   |   |
| ional |     collection forms      |         |        |         |   |   |
|       |     (optional)            |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| High  | Detail data analysis to   | None    | Yes    | Yes     |   |   |
|       | be performed              | sc      |        |         |   |   |
|       |                           | heduled |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
| High  | Define operations,        | ?       | ?      | ?       |   |   |
|       | preventive maintenance,   |         |        |         |   |   |
|       | repair, and replacement   |         |        |         |   |   |
|       | reporting requirements.   |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Detail verification   | None    | None   | Yes     |   |   |
|       |     activities and        |         |        |         |   |   |
|       |     reporting             |         |        |         |   |   |
|       |     responsibilities of   |         |        |         |   |   |
|       |     government and ESCO   |         |        |         |   |   |
|       |     on operations,        |         |        |         |   |   |
|       |     preventive            |         |        |         |   |   |
|       |     maintenance, repair,  |         |        |         |   |   |
|       |     and replacement       |         |        |         |   |   |
|       |     items.                |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+
|       | -   Define contents of    | None    | None   | None    |   |   |
|       |     report and reporting  |         |        |         |   |   |
|       |     schedule, if          |         |        |         |   |   |
|       |     different than in     |         |        |         |   |   |
|       |     global section 2.4.   |         |        |         |   |   |
+-------+---------------------------+---------+--------+---------+---+---+