Non-Res Lighting Subcommittee

1. Non-Res Lighting Subcommittee Retrofit Lighting Standard Protocol Review 04/03/14

2. Reminders • C&I Lighting: Large Producer of Savings (40%) • Proposed Status: Provisional • Much Progress at Subcommittee • Remaining Issues • Hours of Use • Test candidate simplified method to estimate (i.e. interview) • Controls • Baseline and efficient case methods to estimate • Fixture Wattage • Collection of Provisional Data • Development of Research Plan

3. What has happened since October? • Incorporated comments from October subcommittee meeting into protocol • Started on provisional data section and accompanying research plan • Developed excel-based interview guide for proving out HOU data • To be used in BPA evaluation to test simplest reliable method

4. Agenda • Review HOU interview guide (45 min) • Review Provisional Data Collection section in Protocol (30 min) • Review Research Plan (15 min) • Provide feedback on content for refinement

5. HOU Interview Guide • Developed in Excel to streamline calculations and data entry • Seeks to prove out simplified method 2 ways • Collecting project level HOU data • Collecting space level HOU data • Results will be compared to metered data • Will help inform what level of interviewing is necessary for proven protocol

6. Interview Guide – Project Level HOU

7. Interview Guide – Space Level HOU

8. Interview Guide – Controls Savings • Only basic controls questions currently • Syncing up with BPA evaluation efforts • Will expand to encompass Protocol requirements for controls by space • Interview data will be used with metered data to generate Controls Savings Fractions Table

9. Questions that came to mind • Q: Do you conduct HOU interview separately from site audit? • A: Intent is to have them occur at the same time to minimize effort • Q: Is the Interview Guide paper based or electronic? • A: Electronic would be easiest for projects with multiple space types. For simple projects (one space, or <5 spaces) paper printouts might also work fine • Q: What needs to be done pre and post? • A: HOU interview should be done concurrently with site audit during pre period. Controls savings based off site audit form (ex. lighting calculators). Logging pre & post during provisional phase • Q: Who should be asked about HOU during site visit? • A: Protocol states someone “…knowledgeable of lighting HOU at the site.” Essentially left up to practitioner to decide who that is.

10. Questions that came to mind • Q: What if metered data doesn’t match HOU interview data? • A: Need to determine another candidate simplified method. Important to get interview questions correct during provisional phase. • Q: Why not just use EMS to do pre/post logging? Why the need for metered light output and controls on individual systems? • A: Aggregate savings are fine for a custom measure, but for a simplified approach you need to take into account site variance – all will not have an EMS and intent is to allow for no on-site metering once protocol is proven • Q: What happens after provisional phase? • A: Analyze results that ideally prove out candidate simplest reliable method (i.e. interview for HOU, use CSF table for controls) • Revise interview method if necessary based off results • Proven protocol only requires metering on a sample* of projects going forward * Sample size likely determined by program evaluator

11. Homework • Find intern or under-worked employee not intimately familiar with lighting programs • Have them read protocol and answer these questions (and provide feedback): • Is it clear what data needs to be collected on-site? • Is it clear what data needs to be collected only in the provisional phase? • Are the definitions clear throughout the document?

12. Material covered during October 2013 subcommittee meeting Background info

13. Key Definitions Space Use Type (SUT) • For retrofits, SUT is used to define a space inside/outside the building with a specific use and occupancy hours of use (HOUocc) • SUT is linked to LPA requirements for installations governed by code Lighting System • Combination of fixtures associated with a single control type within each SUT • Takes into account individual controls effects on different fixtures • (Ex. daylight sensors vs. manual switch in same space) • Many fixtures within a SUT can be considered a single lighting system if they have the same control types (i.e. multiple occ sensors in open office) • Lighting calculator requires line item entry of fixtures and controls, (i.e. a system) with a SUT and HOUocc for each lighting system Project • Sum of all SUT’s and their lighting systems is considered the project • HVAC IF based on primary equipment used to condition entire project

14. SUT SUT SUT SUT PROJECT Lighting System* SUT Lighting System Lighting System Lighting System SUT *If HOUocc are the same for all fixtures/controls. Lighting systems cannot cross a SUT.

15. Example Space Data Collection • Baseline data collection • Identify a SUT based on HOUocc and use of the space • Identify each lighting system within a SUT • A lighting system is associated with a particular control type • These lighting systems all occur within the same SUT therefore HOUocc should be the same • Note: Lighting systems cannot cross SUT • Eventually determine controlled HOU for each lighting system • Apply CSF and results of site interview Gathered by interview

16. Example Space Data Collection • Determine baseline power of each lighting system • CSF is used to apply an adjustment to HOUocc for each lighting system • Interview answers used to roll up to annual savings Calculator does this based on inputs

17. Example Space Data Collection • Efficient Case Data Collection & Consumption • Utilize same SUT boundaries when applicable • Note: Major change in SUTs means retrofit protocol N/A • Same method as baseline for fixture count, quantity, etc. for each control type within a lighting system • Calculator can determine savings allocation • Controls savings vs. wattage reduction savings

18. Where things will get tricky • Some controls affect both wattage and HOU • Ex. Combo daylight/occ sensor • Would need to define consumption and HOU at each power level • Can we do so accurately with an interview guide? • HOU required for each space (SUT) • Some programs do this for whole building only • Plan to use interview guide to test whole building occupancy schedule to individual SUT schedules for possible simplification in the future

19. Interview Guide • Need to link answers from interview guide to savings calculation components • i.e. if practitioner asks a question, the answer needs to be used for something • Limit interview guide to only questions that are needed to inform HOU-related estimates • Includes space HOU and controls-related HOU • Ex. combo daylight/occ sensor HOU reduction

20. Interview Guide • Need to determine if the guide asks the correct questions to get answers needed for savings estimation • Can we remove some? Or refine them to get at a more reliable answer? • Understand that programs might use their own interview guide to streamline process in field. • i.e. Developing an electronic guide would allow for flexibility with many SUTs

21. Provisional Data Needs – Next step • Need to collect provisional data to prove the Simplest Reliable Method is reliable compared to a best practice approach • We don’t appear to have reliable data on: • HOU estimates • Controls Savings Fractions • Fixture wattages? • Recent data suggests manufacturer rating may not be reliable • Large number of possibilities given various control types and SUTs • 150+ possibilities just using current list of options

22. Comparison of Methods Need to collect provisionally * Prior best practice was to use manufacturer’s default lamp/fixture rating