SAMPLE AGENCY METERING PLAN TEMPLATE

The following sample agency metering plan template was developed solely
as an example. Agencies should develop their own metering plans based on
what they feel are the major steps and milestones for their particular
agency to successfully deploy an agency-wide metering program.

This sample plan is based largely on the items identified on pages 16
and 17 of the document **Guidance for Electric Metering in Federal
Buildings** (DOE/EE-0312) and consists of high-level goals and
milestones. The actual actions required to satisfy these goals will be
more complex than the brief summarized milestones presented in this
sample plan, so agencies should carefully consider all the elements
required in the completion of their milestones and goals.

The format used is, again, just a sample. Agencies are free to develop
their own formats. The following suggestions are offered, regardless of
format used:

-   Plans should be brief. Highly detailed documents not only require
    additional time to develop, but also additional time to monitor and
    modify when needed. However, enough detail/description should be
    provided so individuals outside the agency energy programs are able
    to reasonably understand the intent and outcomes.

-   Each plan element should include at least a milestone completion
    date and identify individuals or organizations responsible for the
    noted actions.

A companion milestone chart for the milestones called-out in this sample
appears below.

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height="3.438888888888889in"}

Department of Metering Plan

August 3, 2006

PLAN ELEMENT 1: EPAct Metering Requirement

OBJECTIVE: Complete the installation of standard meters and advanced
meters by September 30, 2012, in compliance with the requirements of the
Energy Policy Act of 2005 (Public Law 109-58), Section 103, Energy Use
Measurement and Accountability.

MILESTONES:

[Milestone 1-1]{.underline}: Complete all bureau metering plans by March
30, 2007.

[Discussion]{.underline}: Most agencies consist of
bureaus/services/administrations/etc. that manage their own facilities.
Because facilities in these individual organizations often operate under
different circumstances, the agency may desire to have these sub-agency
level organizations develop metering plans that best address their
particular needs and modes of operation.

[Milestone 1-2]{.underline}: Complete all site-level metering plans by
December 28, 2007.

[Discussion]{.underline}: As is the case for milestone 1-1 above, the
sub-agency level organizations may delegate the planning activity to the
site-level. This approach allows the sites to develop plans based on
existing infrastructure, operating model, utility environment, etc.

[Milestone 1-3]{.underline}: Provide metering training (to cover
establishing site objectives, design, procurement, operations, and data
analysis) to site level leads by September 28, 2007.

[Discussion]{.underline}: As the metering planning requirement works
down to the sub-agency and/or site levels, many individuals not
previously exposed to (advanced) metering will be required to make
informed decisions. Training individuals before critical decisions are
made will ensure the systems eventually installed will not only satisfy
the legislated requirement, but that the metering systems accomplish
their desired objectives.

[Milestone 1-4]{.underline}: By September 30, 2010, realize the
following minimum annual electric energy usage and/or cost reductions
through the application of metered data:

-   3 percent reduction through cost allocation programs.

-   10 percent reduction through low-cost/no-cost corrective actions
    (re-commissioning/value re-commissioning) identified through
    on-going data analysis and resulting actions.

-   Full agency-wide participation in utility-offered time-based rate
    programs where available.

[Discussion]{.underline}: Including a (stretch) performance-oriented
goal establishes an agency's intent to utilize metered data to improve
operations and reduce costs, not to simply comply with EPAct 2005
requirement. Coordinate with milestone 2-1 (if used). These agency goals
should be addressed by the sub-agencies and sites as they develop their
metering plans.

[Milestone 1-5]{.underline}: Complete cost installation of standard
meters and advanced meters where cost effective per the table below:

+-------+---------------+---------------+-------------+---------------+
| FY    | Standard      |               | Advanced    |               |
|       | Meters        |               | Meters      |               |
|       |               |               |             |               |
|       | (where cost   |               | (where cost |               |
|       | effective)    |               | effective)  |               |
+-------+---------------+---------------+-------------+---------------+
|       | Cumulative \# | Cumulative %  | Cumulative  | Cumulative %  |
|       | of Buildings  | of Electric   | \# of       | of Electric   |
|       | Metered       | Metered       | Buildings   | Metered       |
|       |               |               | Metered     |               |
+-------+---------------+---------------+-------------+---------------+
| 2007  |               | 10            |             | 5             |
+-------+---------------+---------------+-------------+---------------+
| 2008  |               | 20            |             | 25            |
+-------+---------------+---------------+-------------+---------------+
| 2009  |               | 40            |             | 50            |
+-------+---------------+---------------+-------------+---------------+
| 2010  |               | 60            |             | 70            |
+-------+---------------+---------------+-------------+---------------+
| 2011  |               | 80            |             | 85            |
+-------+---------------+---------------+-------------+---------------+
| 2012  |               | 100           |             | 100           |
+-------+---------------+---------------+-------------+---------------+

[Discussion]{.underline}: Inclusion of the above table in your agency
metering plan is strongly recommended. An update of this table
reflecting actual installation progress and revised goals (as necessary)
will be a part of each agency's annual reporting requirements to FEMP
for inclusion in the annual report to Congress per the section
"Performance Measures" in **Guidance for Electric Metering in Federal
Buildings** (DOE/EE-0312). Agency reports are due to FEMP each year on
January 1.

PLAN ELEMENT 2: Metering Program Structure

OBJECTIVE: Identify and address the key metering program technical and
financial issues to ensure robust metering installations and continued
operations.

MILESTONES:

[Milestone 2-1]{.underline}: Determine agency metering objectives by
September 29, 2006.

[Discussion]{.underline}: Agency metering objectives may vary by
sub-agency and site; however, the agency objective can assist the sites
in concentrating on strategies that offer the greatest opportunity, such
as cost allocation and participation in demand response/time-of-use
programs. These primary objectives can be used by the agency as it
develops design guidance and equipment specifications (should it take
that route).

[Milestone 2-2]{.underline}: Complete survey of existing agency metering
infrastructure by March 30, 2007.

[Discussion]{.underline}: Agencies will need to survey existing meters,
metering systems, and metering capabilities \[e.g., energy management
and control system (EMCS) capabilities\], and identify current
uses/status of these metering systems as well as current staff and
funding allocations.

[Milestone 2-3]{.underline}: Develop metering installation financing
plan by June 29, 2007.

[Discussion]{.underline}: Address how sub-agencies and/or sites will
finance the design, procurement and installation of metering system
hardware and software. While it will be helpful to have an estimated
resource requirement up-front, agencies will likely have to base the
financing plan on a general estimate, evaluate the various funding
options available, and develop a financing portfolio.

[Milestone 2-4]{.underline}: Develop design guidance \[and equipment
specifications\] for metering program planning, equipment and hardware,
and software and tools in support of the agency metering objectives.
Complete guidance \[and specifications\] by September 28, 2007.

[Discussion]{.underline}: Agencies may choose to issue guidance at a
high level so the design and specification processes are not repeated at
the site-level. Technical guidance can be prioritized and phased.

[Milestone 2-5]{.underline}: Identify agency-wide site support
requirements by March 31, 2008.

[Discussion]{.underline}: Assess the requirements for and availability
of staff to support on-going metering programs in all phases (i.e.,
operations, maintenance, and data analysis); consider the various
options for providing support requirements (i.e., subscription services,
agency centralized metering programs, dedicated on-site staff, etc.);
include support requirements in agency annual budgeting process.

PLAN ELEMENT 3: Agency Policy Guidance to Bureaus

OBJECTIVE: Issue agency-wide policy-oriented guidance to assist bureaus
and sites in developing metering plans.

MILESTONES:

[Milestone 3-1]{.underline}: Develop and distribute to bureaus guidance
to develop bureau metering plans by September 29, 2006.

[Discussion]{.underline}: Provide guidance to bureaus so they can
develop their own metering plans (and satisfy milestone 1-1). Consider
providing a template with examples as well as information on overall
agency metering goals, milestones, and planned policy developments.

[Milestone 3-2]{.underline}: Issue guidelines and criteria for bureaus
to assess the practicability of building and equipment electric
(advanced) metering applications. Complete by December 29, 2006.

[Discussion]{.underline}: Provide to bureaus guidelines and procedures
deemed acceptable for determining the practicability of (advanced)
meters at individual buildings and on individual buildings' systems.
Guidelines should include methods to estimate cost of metering systems
and savings/benefits realized, agency specific cost effectiveness
thresholds, building types requiring metering and building exclusions.
See section "Metering Cost Effectiveness" in the **Guidance for Electric
Metering in Federal Buildings** (DOE/EE-0312) for general guidance on
this topic.

[Milestone 3-3]{.underline}: Issue guidance for installation managers
and information technology staff regarding how the agency will address
the metering system's communications requirements. Complete by September
28, 2007.

[Discussion]{.underline}: There will be a number of issues requiring
guidance to the bureaus and sites regarding the planning, design, and
operation of advanced metering systems. Using this plan element
structure, the agency would identify the critical issues and develop
guidance accordingly. Examples of other issues to consider include

-   program resource budgeting

-   contracting for metering support services -- data collection,
    storage, analysis, etc.

-   integrating metering program into site O&M contract services

-   recommended organizational location of metering program within
    facilities management organization

[Milestone 3-4]{.underline}: Establish periodic metering program
progress reporting requirements. Complete by December 29, 2006.

[Discussion]{.underline}: Agency should determine appropriate reporting
interval based on need to know and ability to use feedback.
Consideration should be given to annual Department of Energy and Office
of Management and Budget reporting requirements.

[Milestone 3-5]{.underline}: Issue guidelines and criteria for bureaus
to assess the practicability of non-electric advanced metering
applications. Complete by September 29, 2006.

[Discussion]{.underline}: While EPAct 2005 Section 103 is interpreted to
apply to electric metering only, agencies should strongly consider the
potential benefits from the selective application of other
energy/utility meters such as steam, water, and natural gas. Addressing
these metering opportunities at this time will allow economies of scale
to reduce the overall cost and improve overall cost effectiveness of
their application.

PLAN ELEMENT 4: Metering Implementation

OBJECTIVE: Develop timeline for bureaus to design and install (advanced)
meters at sites in accordance with EPAct 2005 requirements.

MILESTONES:

[Milestone 4-1]{.underline}: Complete building and equipment screenings
for (advanced) metering applications by September 28, 2007.

[Discussion]{.underline}: Screenings are an integral part of the overall
site metering plan development and should be completed early in the
process.

[Milestone 4-2]{.underline}: Develop timeline for installation of meters
across the building inventory by December 28, 2007.

[Discussion]{.underline}: One approach to developing a timeline may be
to establish goals based on percent of the building inventory completed
and/or percentage of cumulative electric load metered across the agency.
See the section "Performance Measures" in **Guidance for Electric
Metering in Federal Buildings** (DOE/EE-0312). Consider incorporating
the buildings and/or installations into the timeline on a priority
basis.

[Milestone 4-3]{.underline}: Complete installation of fully operable and
operationally integrated advanced metering systems at the top quartile
priority sites by December 31, 2008.

[Discussion]{.underline}: Installation of metering systems may take
several years, especially for the agencies with large building square
footage inventories. Prioritizing meter applications will help phase the
installations across the agency, while also helping to realize the
greatest benefits earlier in the process. Fully operable and
operationally integrated systems are those that are completely installed
and staffed, with timely data analysis resulting in recommendations for
actions and their execution.

[Milestone 4-4]{.underline}: Annually review and update as necessary
metering program plan and metering installation plans to reflect
changing electric rates and screening assumptions (as directed by the
agency guidance). Complete by August 3, 2007; August 1, 2008; August 7,
2009; August 6, 2010; and August 5, 2011.

[Discussion]{.underline}: Annual program reviews are strongly
recommended because there are many issues and occurrences that can
result in the need to modify the metering plans, including

-   unanticipated policy, financing, design, procurement, etc. issues

-   lessons learned

-   changing utility markets.