APPENDIX F. USER INSTRUCTIONS FOR NES AND NPV SPREADSHEET

TABLE OF CONTENTS

F.1 INTRODUCTION ..............................................................................................................F­1

F.2 USER INSTRUCTIONS FOR NES AND NPV SPREADSHEET....................................F­1

LIST OF TABLES

Table F.2.1 Description of Tabs in NES and NPV Spreadsheet.................................................F­1

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APPENDIX F USER INSTRUCTIONS FOR NES AND NPV SPREADSHEET

F.1 INTRODUCTION

The results obtained in this analysis can be examined and reproduced using the Microsoft

Excel® spreadsheet available on the U.S. Department of Energy Building Technologies website

at: http://www.eere.energy.gov/buildings/appliance_standards/commercial/packaged_ac_hp.html

The spreadsheet is called “PTAC­PTHP_NIA_NOPR_03­14­2008.xls” and it enables the

user to perform NES analyses of up to four equipment classes of packaged terminal air

conditioners (PTACs) and packaged terminal heat pumps (PTHPs). Standard size PTAC and

PTHP equipment is further divided into two representative capacities, making a total of six

representative capacity of equipment. To execute the spreadsheet requires Microsoft Excel®

2003 or a later version.

F.2 USER INSTRUCTIONS FOR NES AND NPV SPREADSHEET

The NES spreadsheet performs calculations to forecast the change in national energy use

and net present value due to an energy conservation standard for PTAC and PTHP equipment.

The energy use and associated costs for a given standard are determined first by calculating the

shipments and then calculating the energy use and costs for PTAC and PTHP equipment shipped

under that standard. The differences between the standards and base cases can then be compared

and the overall energy savings and present values determined. The NES spreadsheet or

workbook consists of the following worksheets:

Table F.2.1 Description of Tabs in NES and NPV Spreadsheet

Supplemental Table on

Shipments

The Supplemental Table on Shipments contains detailed forecasts of base case

shipments of PTACs and PTHPs by equipment class, capacity and efficiency level

for selected years

Shipments The Shipments Table contains a summary of the shipments by equipment class and

capacity for selected years and cumulative from 2012­2042

Shipments­Weighted Data The Shipments­Weighted Data sheet contains calculated tables of both input data

and results from the spreadsheet.

Summary of Results The summary of results contains user input selections and for the selected equipment

class a Summary table, Shipments graph, Cumulative Energy Savings and NPV

graph, and an Annual Non­Discounted Savings Trend plot, which also contains a

plot of discounted net savings by year.

Savings Summary A bookkeeping table used to store the results of the shipments and energy savings

calculations for an individual equipment class and up to five candidate standard

levels (e.g., Levels 1­5).

Details_Save An accounting worksheet used to tally the energy and cost savings year by year for

an individual equipment class and standard level. The energy and cost savings in a

single year are the difference between the base case energy use and costs for that

year and the standard level energy use and cost

Details_Stock A worksheet that keeps track of all surviving stock of PTAC and PTHP equipment

in a equipment class from the start year forward. Stock is updated for each year.

Initial Stock Details A worksheet that keeps track of all surviving stock of PTAC and PTHP equipment

in a equipment class from 2006 to the start year of the forecast. Stock is updated for

each year.

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Table F.2.1 (cont’d)

Supplemental Table on

Shipments

The Supplemental Table on Shipments contains detailed forecasts of base case

shipments of PTACs and PTHPs by equipment class, capacity and efficiency level

for selected years

Shares Output 1, Shares

Output 2, Shares Output 3,

Shares Output 4

Four worksheets that estimate percentage distribution shipments by efficiency level

and year of all equipment classes of PTAC and PTHP equipment from the start year

of the forecast forward. Each worksheet applies to a different type of business

Shares Processing Worksheet that performs the detailed calculations based on annualized cost to

estimate market shares of an equipment class of PTAC and PTHP equipment by

efficiency level in a business type based on risk preferences of purchasers for a

baseline

Input Worksheet that performs detailed calculations by risk preference class to estimate

annualized cost for a newly purchased unit of a equipment class of PTAC and PTHP

equipment by efficiency level in a business type.

PTAC Cost List Contains input data on installed cost (total price), repair and maintenance cost, and

annual electricity cost for units of PTAC and PTHP equipment, calculated by the

LCC model by equipment class, business type, and efficiency level at U.S. average

conditions

Details_ Ship Calculates total shipments by efficiency level for an equipment class by year, given a

candidate standard level. Also contains market weighted­average percentages of

shipments by efficiency level of each equipment class of new PTAC and PTHP

equipment

Initial Shipments Detail Calculates total shipments by efficiency level and market weighted­average

percentages of shipments by efficiency level of each equipment class of new PTAC

and PTHP equipment for baseline market conditions and up to 5 candidate standard

levels.

Shipments_Summary Contains estimates of shipments of an equipment class of PTAC and PTHP

equipment by efficiency level and year, given a candidate standard level. Also

contains estimates of total shipments of each equipment class by year for each

candidate standard level.

Base Product Market Share

Calcd

Worksheet performs calculations to estimate total market shipments by equipment

class and year in the base case.

Product Shares Contains equipment class percentages of overall PTAC and PTHP equipment

shipments.

Economic Trends A worksheet that contains historical and projected economic values as well as

shipments data. This worksheet receives data from a separate forecast worksheet

called "Shipments Calculations."

Com Estimates of commercial building stock increases, decreases, and surviving stock by

year and building type from AEO 2006.

Com BEAMS Extra background calculations on building stock.

Marginal BTU Conversion

Rate

A worksheet that contains data on the marginal conversion rates from site electricity

consumption to primary (source) energy required to generate, transmit, and deliver

electricity to the end user

Equipment Parameters A worksheet that contains the economic, energy, and size parameters for PTAC and

PTHP equipment and other equipment parameters used to project survival and

calibrate the model.

Labels This is used as an interface between user inputs and the rest of the worksheets ­­ do

not modify this sheet.

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Basic instructions for operating the NES spreadsheet are as follows:

1) Once the NES spreadsheet file has been downloaded from the Web, open the file using

Excel. You will be confronted with a dialog box as the file opens. You DO want to

Enable Macros (Select “Yes” when this option is presented.) At the bottom, click on the

tab for the worksheet Summary of Results.

2) Use Excel’s View/Zoom commands at the top menu bar to change the size of the display

to make it fit your monitor.

3) The user can change the model parameters listed in the gray box labeled “User defined

inputs”. The parameters are:

a. Equipment Class and Capacity: To change the value, select the menu box. A dropdown list appears. Select the desired equipment class. Many of the potential classes

have no shipments; i.e. they are not “real.” If the user selects one these classes, the

first row in t

b. Std Level: Selects the standard level used in the non­discounted annual net impacts

figure. Must be less than or equal to the Max Tech level. If a higher standard level

than Max Tech is selected, no results will be available for the levels above Max Tech

c. Max Tech: To change the value, select the Max Tech box . A drop­down menu pops

up. Select the desired type of maximum technologically feasible efficiency level

(usually Level 5). The Max Tech should be selected for the equipment class that was

analyzed in the LCC analysis. If a Max Tech level is selected that is beyond the Max

Tech level identified in the LCC analysis, the model will produce impacts for the

(extra) incorrect efficiency levels, but they will not be valid.

d. Growth in Energy Prices: To the change value, select the Growth in Energy Prices

box. A drop­down menu pops up. Select the desired Growth level (Constant,

Reference, Low, or High). The scenarios refer to EIA projected rates from AEO

2007.

e. Standard First Year: This is the first year in which the standard will take effect. This

should be set to 2012 for the NOPR.

f. Discount Rate: To the change value, select the Discount Rate box. A drop­down

menu pops up. Select the desired Discount Rate.

4) Once the user parameters have been reset the model must be re­ run. To re­run the model

press the green “Update Values” button. Note: The output values are not correctly

updated until the “Update Values” button is pressed. To run all cases and update the

summary information in Sales­Weighted Data sheet, press the "Run All Cases" button.

The model will take about ten minutes to rerun all cases.

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5) If a new set of LCC results has been loaded into the PTAC Cost List and Equipment

Parameters sheets, it will be necessary to recalculate the baseline equipment shipment

shares by efficiency level in sheets Output1­Output4. To do this, press the “Shares

Processing” button. The shares automatically update, and it will not be necessary to

update again unless LCC input data change.

6) Tabular results are presented to the right of the “User defined inputs” box for the base

case (Level 1) and the Level 2 through Level 8 standards cases. Tabular results are

summarized as: 1) cumulative shipments, 2) percentage change in total shipments as

efficiency level increases (currently, this does not change), 3) present value of national

equipment cost savings in billions of dollars, 4) present value of national operating cost

savings in billions of dollars, 5) national net present value in billions of dollars, and 6)

cumulative national energy savings in quadrillion Btus. Results for all standards cases

energy savings are tabulated for two periods: 2012 to 2042, and 2010 to 2062. Net

present value results are tabulated for 2012­2062.

Graphical results are presented for the main tabular results. Two charts are provided for

the given model parameters: 1) shipments forecasts for the base case and all standards

cases and 2) national energy savings and net present values for all the standards cases.

For a given set of user defined parameters, the user can also view the annual trend in the

non­discounted net impacts for an individual standard level. To view an efficiency level

select Std Level, and then select a standard level from the drop­down list.

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