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RTF Custom Protocols: Background, Issues and Critical Elements. February 8, 2012 Regional Technical Forum Subcommittee on Impact Evaluation and Custom Protocol Presented by: Michael Baker, SBW Consulting, Inc. Jeffrey Romberger, SBW Consulting, Inc. Richard Ridge, Ridge and Associates.

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Rtf custom protocols background issues and critical elements

RTF Custom Protocols: Background, Issues and Critical Elements

February 8, 2012

Regional Technical Forum

Subcommittee on Impact Evaluation and Custom Protocol

Presented by: Michael Baker, SBW Consulting, Inc.

Jeffrey Romberger, SBW Consulting, Inc.

Richard Ridge, Ridge and Associates


How do the existing rtf guidelines address custom protocol measures
How do the Existing RTF Guidelines address Custom Protocol measures

  • Scope and Purpose – Definition of Method

    • Custom protocols are appropriate for measures that require site-specific data collection and analysis in order to develop a reliable estimate of savings. Highly skilled and experienced practitioners are required … Custom protocols require site-specific documentation of the data collected and how that data are used in estimating savings.

  • Measure Specification - Baseline

    • Current practice

    • Pre-condition

  • Custom Protocol – Guidance and Requirements

    • Required Knowledge and Skills of Practitioner

    • Site-Specific Savings Estimation Plan

    • Site-Specific Savings Report


Assumptions
Assumptions measures

  • Applicable to a broad range of non-residential measures

  • Independent of program design

    • Program administrators can add to the RTF requirements as needed by their program

  • Site-specific

    • Program impact evaluation appendix would handle projects that involve multiple sites

  • Does not address economic analysis or reporting

    • Incremental cost

    • Measure life

    • Energy costs (customer or utility)

    • Non-energy benefits


How high a bar should we set
How High A Bar Should We Set? measures

  • Cost limits

    • Exempt sites below some size threshold?

    • Set maximum percentage of savings value?

  • IPMVP adherence

  • Post-period trend logs for important parameters that are time variant

  • Measure commissioning (installation and operation)

  • Baseline trend logs for important parameters

  • Prepared by or supervised by persons with relevant design / operational experience

  • Transparent savings estimation

  • Public access to primary data, modeling and reports

  • Quantitative analysis of estimation uncertainties


  • How to achieve comparability with rtf ues measures
    How to Achieve Comparability with RTF UES Measures measures

    • Primary issue is baseline definition

    • Guidelines define to types of baseline

      • Current Practice

        • new equipment or practices…no remaining useful life…characterized by current market practice or the minimum requirements of applicable codes or standards, whichever is more efficient

      • Pre-Conditions

        • measure-affected equipment or practice still has remaining useful life…typical existing conditions found among eligible end users

    • How should custom measures treat Current Practice baseline

      • Code if applicable

      • Interview the customer about their standard practice

      • Collect broader market data


    Summary of recent bpa protocol guidelines project
    Summary of Recent BPA Protocol / Guidelines Project measures

    • Background Research

      • Review of BPA current practices

      • Analysis of national best practices

    • Three Guidelines

      • Protocol selection

      • Regression

      • Sampling

    • Six Protocols


    International performance measurement and verification protocol ipmvp
    International Performance Measurement and Verification Protocol (IPMVP)

    • IPMVP Options

      • A. Retrofit Isolation: Key Parameter Measurement

      • B. Retrofit Isolation: All Parameter Measurement

      • C. Whole Facility (or sub-facility)

      • D. Calibrated Simulation

    • Not mentioned in current RTF Guidelines

    • BPA has both adherent and non-adherent protocols and explains in detail relationship to IPMVP requirements for A, B and C. No adherent protocol for D.


    Bpa protocols
    BPA Protocols Protocol (IPMVP)

    • One that is Not IPMVP-Adherent

      • Energy Calculation with Verification - ECwV (<200,000 kWh or special cases)

        • Engineering Calculation - existing buildings

        • Simulation - existing and new (including additions and major remodels)

    • Five that are IPMVP-Adherent

      • Equipment or End-Use Metering Protocol (Opt. A and B)

      • End-Use Metering without Baseline (Opt. A)

      • Energy Use Indexing (Opt. B and C)

      • Energy Modeling (Opt. B and C)

      • Existing Building Commissioning (Opt. B and C)


    Bpa vs rtf documentation requirements
    BPA vs. RTF Documentation Requirements Protocol (IPMVP)

    BPA

    RTF Guidelines

    Savings Estimation Plan

    Not required

    Savings Estimation Report

    Measure Description

    Measure Commissioning

    Data Collection

    Sampling Procedure

    Savings Estimation

    • M&V Plan and Report

      • Baseline Conditions

      • ECM Intent

      • Measurement Boundary

      • Selected BPA Protocol

      • Baseline Energy Use Measurements

      • Post-Installation Measurements

      • Description of Analysis Procedures

      • Responsibilities of Involved Parties

      • Savings Report Contents and Frequency


    Rtf guidelines proposed appendices
    RTF Guidelines – Proposed Appendices Protocol (IPMVP)

    App A: Guidelines Checklist

    App B: UES Measure Summary Sheet

    App C: Standard Protocol Example and Template

    (New) App D: Program Impact Evaluation Protocols

    (New) App E: Estimating Savings for Custom Measures

    (New) App F: Statistical Energy Modeling

    (New) App G: Physical Energy Modeling

    (New) App H: Sampling

    (New) App I: Glossary

    (New) App J: Curriculum Guide


    Morphing bpa guidelines protocols into rtf guidelines appendices
    Morphing BPA Guidelines/Protocols into RTF Guidelines Appendices

    • App F: Statistical Energy Modeling

      • Site-Specific

        • BPA Regression guideline

        • Portions of other BPA protocols

      • Groups of Sites

        • Cross-sectional

        • Time-series cross-sectional

    • App G: Physical Energy Modeling

      • Bin (based on BPA ECwV Protocol)

      • Simulation (based on BPA ECwV Protocol)

    • App H: Sampling (based on BPA Sampling Guide)

    • App I: Glossary (based on BPA Glossary)

    • App J: Curriculum Guide (based on BPA examples throughout guidelines and protocols)


    Outline for appendix e estimating savings for custom measures
    Outline for Appendix E – Estimating Savings for Custom Measures

    Purpose

    Eligible Measures

    Measures Description

    Measure Commissioning

    Savings Estimation Plan

    Sampling Techniques

    Data Collection Methods

    Savings Estimation Methods

    Savings Estimation Report

    Quality Control


    Appendix j curriculum guide
    Appendix J – Curriculum Guide Measures

    • Built on BPA examples throughout guidelines and protocols

    • Partners

      • BOC

      • DOE

      • ASHRAE

      • AESP

    • Format

      • On-line, self paced

      • Class-room