# Presentation: 117976

**Measurement & Verification for **
**Energy Savings Performance Contracting **

**Presented by **
**Jimmy C. Haywood, P.E.**
**Huntsville Center,**
**U.S. Army Corps of Engineers**

**DOE M&V Summit**
**Palm Springs, California**

**6 June 2002**

## Objectives

**M&V Definition**
**M&V Plan Format**
**Witnessing of M&V**
**CEHNC Experiences**
**Lessons Learned**
**Training**

## M&V Definition

**10.2.1   Baseline Energy Usage:**
***The contractor shall submit for review and approval the method and means the contractor plans to use to***** **_**predict the amount of energy**_** *****the system in question would have used had the contractor not implemented the ECSM. The contractor shall submit***** **_**all supporting documentation**_** *****used to arrive at this baseline, along with a narrative which completely and clearly describes the***** **_**methodology employed and the assumptions made**_**. *****The contractor shall indicate how this baseline affects other baselines already in effect for other projects, how this baseline may impact baselines for future projects, and how future energy cost saving projects implemented in the area by parties other than this contractor may affect this baseline. ****** ***

## M&V Definition

**10.2.2   Actual Energy Usage:**
***The contractor shall submit for review and approval the method the contractor plans to use to ***_**measure or calculate the amount of energy**_*** the system uses after implementation of the ECSM. The contractor shall submit  ***_**all supporting documentation**_***, along with a narrative which completely and clearly describes the ***_**methodology to be used to determine actual energy usage and the assumptions made**_***. The contractor shall indicate how this actual energy usage determination method affects others already in effect for other projects, how it may affect future projects, and how future energy projects implemented in the area by parties other than this contractor may affect the proposed actual energy usage determination method. The contractor shall indicate if ***_**additional meters**_*** will be required. If additional meters will be needed, the contractor shall indicate where they will be provided, what type meters will be installed, how the ***
***meters will be monitored, and when they will be read.  ***** **

## M&V Definition

**7.5.4   Compliance Testing:**
***If at any time during the term of the ECSM, the Contracting Officer has ***_**reasonable suspicion that systems for which the contractor is responsible do not meet contract requirements**_***, he may require that the system or equipment components and materials be tested. The contractor shall submit a cost estimate for the testing required. Upon the direction of the Contracting Officer, the contractor shall have ***_**systems testing performed**_*** to verify that the contract requirements are being fulfilled. Testing shall be performed by an ***_**independent organization**_*** as approved by the Contracting Officer. If deficiencies are found, corrections shall be made as directed by the Contracting Officer, at no cost to the Government. Where a deficiency affects the energy savings performance guaranteed under this contract, corrections to savings and billings shall be made as directed by the Contracting Officer. If the Contracting Officer requests a test and it is determined that there are no deficiencies, the Government ***
***shall reimburse the contractor for the costs of testing by payments ***
***from the Government’s share of the savings. The Contracting ***
***Officer shall receive a certified copy of each test report.  ***** **

## M&V Definition

**CEHNC does not dictate specific M&V protocol**
**Can use**

## M&V Definition

-           Customers tend to prefer IPMVP

## M&V Plan FormatEnergy

**General Description for each ECSM**
**Rationale for selection of method **
**Baseline consumption**
**Actual savings determination method**
**Calculations**
**Identify risk factors & who assumes the risk**
**Instrumentation & Calibration**
**Frequency of measurements**
**Identify any stipulated parameters**
**Indicate anticipated results**
**Blank forms that to be used in future reports**

## M&V Plan Format Maintenance

**Provide for each Maintenance Procedure:**
**Description**
**Frequency **
**Cost **
**Date performed (to be included in report)**
**Who performed (to be included in report)**

## Witness of M&V

**Government should witness baseline measurements**
**Government should witness retrofit measurements**
**Identify Government POC **
**Name**
**Phone number**
**position  **

## M&V PlansWhat Have We Seen ?

**Adequate M&V plans**
**Inadequate or confusing M&V plans**
- Each ECSM not identified
- No contingency plans for variances
- Inadequate sampling
- Wrong assumptions
- Wrong hours of operation
- Modeling with no calibration
- General lack of details

## M&V ResultsWhat Have We Seen ?

**Expected results achieved.**
- Inadequate M&V requiring multiple submissions
- Low flow toilets that use more water than the original equipment
- Poor performance on low flow toilets
- Shower heads that have too low of a flow (0.5 gpm)
- HVAC controls that are not functioning
- Interface with other equipment not addressed (commissioning)
- Baseline measurements not performed in accordance with the approved task order and identified after new equipment is installed.

## M&V ResultsWhat Have We Seen ?

- Inadequate M&V requiring multiple submissions
- Broken data loggers discovered after several months
- Boiler efficiency based on operating logs (yielded 110% efficiency ?)
- Faucet aerators too low flow (0.5 gpm)
- Inadequate water pressure
- Installed meters not read
- Required utility bill data not provided
- Missing required balancing reports
- Testing unloaded chillers
- Inconsistency in witnessing of M&V

- HOW DO WE FIX IT ?

- SO !

## Lessons Learned

**Provide format for M&V Plan**
**Provide M&V check list**

## Lessons Learned

## Lessons Learned

## Lessons Learned

## Lessons Learned

## Lessons Learned 

**Problem:** No clear understanding of M&V Plan by key participants during construction
**Solution:** Mandate Pre-construction meeting with CEHNC, Contractor, Customer, & C.O.R

## Lessons Learned Long Term

**Review actual implementation of M&V**
**Perform after 1 or 2 years of project acceptance**
**Answer the following questions:**
**Is customer happy with the product ?**
**Is the project working as intended ?**
**Should we change our future M&V procedures ? **

## M&V Training

**Developed & provided for AMC**
**Additional training is available upon request**

**           **

**Who Are We?**

**Sally Parsons**
**   ****HNC Program Manager**
**   ****256-895-8233**

**David L. Shockley**
**   ****HNC Project Manager**
**   ****256-895-1338**

**Jimmy Haywood**
**   ****Lead Engineer**
**   ****256-895-1719**

## QUESTIONS ?