Regional EM&V Forum

November 2, 2009 NAESB DSM/EE Subcommittee Meeting

Baltimore, Maryland

Julie Michals, Regional EM&V Forum Director Northeast Energy Efficiency Partnerships, Inc.

Overview

1. Who is NEEP?

2. Regional EM&V Forum background

3. 2009-2010 Forum Projects/Activities

4. Potentially relevant Forum projects to NAESB EE M&V effort – how best to coordinate?

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NORTHEAST ENERGY EFFICIENCY PARTNERSHIPS

“Facilitating partnerships to advance the efficient use of energy“Regional non-profit since 1996

APPROACHOvercome barriers to efficiency through strategic regional

collaboration of public policies and programs

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MISSIONPromote the efficient use of energy in

homes, buildings and industry in the Northeast U.S.

PRIMARY AUDIENCES• State policy makers• Efficiency program

administrators

Regional EM&V Forum - Background

• New England M&V – NEEP facilitated state coordination into ISO-NE development of FCM DR M&V manual (2006-07)

• Resolutions passed by New England Conference of Public Utility Commission (NECPUC) and Mid-Atlantic Conference of Public Utility Commissions (MACRUC) supporting a regional EM&V forum (2008)

• Seed funding (3-year plan and setting up operations) – US DOE, US EPA, NYSERDA, Energy Foundation, CSG

• Steering Committee convened (July ‘08) of PUC commissioners from 11 jurisdictions plus air regulatory representation

• New England states, NY, NJ, MD, DE and DC (PA?)

• Revenues: states (based on SC approved cost allocation framework); grants (US DOE, US EPA), and subscribers

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Regional EM&V Forum – Background cont.

• 2009 project agenda/budget adopted = $2.2 million

• Forum projects and activities: Protocol Development Research & Evaluation Education & Information Access

• Several major 3rd party contracted projects underway, mix of protocol development and joint R&E

• Funding confirmation from all 11 jurisdictions not fully obtained until June/July 2009 projects kicked off

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EM&V Forum Organizational Structure

Protocol Development – 2009 Projects

Purpose of Projects: to develop common/consistent protocols or guidelines for estimating and reporting energy efficiency savings, costs and emission impacts

A1: Glossary of Terms & Definitions• Product: Commonly used EM&V terms (electric and gas)

for both utility and air regulatory purposes• Timeframe: Adopted by Steering Committee March 2009

A2: Develop Common EM&V Methods and Savings Assumptions (* more on this later)

• Product: EM&V Methods Guidelines, Comparison of Savings Assumptions for Priority Measures/Program Types

• Timeframe: Project underway, to be completed by end of 2009

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Protocol Development - 2009 Projects cont.

A3: Develop Common EE Reporting Guidelines• Product: Recommend guidelines for reporting EE savings,

costs and emission impacts• Timeframe: Sept 2009 – March 2010

A4: Common M&V Standards in Wholesale Markets • Product: Provide coordinated input/comments on ISO-NE

and PJM and NAESB EE M&V related issues• Timeframe: on-going

A5: Develop Common Electric/Gas EE Savings Assumptions • Product: Common EE savings and assumptions document• Participating States: Maryland, Delaware, District of

Columbia• Timeframe: Sept 2009 - April 2010

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Research & Evaluation – 2009 Projects

Purpose of Projects: to conduct joint R&E studies that result in development of common or consistent savings/input assumptions for projects of mutual interest that leverage resources for expensive studies across multiple states

B1: Loadshape StudyPurpose: to identify/develop loadshape data to meet range of policy and market needs (e.g., capacity market, SIP/ozone attainment)

• Phase 1: Catalog of existing/secondary loadshape data resources. Project completed Sept 2009. Results provide:

» Inventory of existing loadshape data in US and Canada» Assessment of ability to leverage existing data for energy

efficiency programs, capacity markets, and air regulators» Recommended approaches to meeting future data needsSee http://neep.org/emv-forum/forum-products-and-guidelines • Phase 2: Primary research on priority measures – Commercial

and Res Lighting, and Unitary HVAC

Timeframe: Phase 2 – RFPs in development, completion in Q2-Q3 2010

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Research & Evaluation – 2009 Projects cont.

B2: Commercial Lighting Measure Life/Persistence • Purpose: to develop estimates of C/I lighting measure persistence

and measure life based on secondary sources and on-site surveys• Timeframe: study underway, first phase of study to be completed

Q4 2009, may extend to Q1 2010

B3.1: Net Savings White Paper • Purpose: To lay groundwork for future development of regionally

consistent definitions and measurement approaches for net savings by documenting issues/challenges associated with existing approaches and proposing options/recommendations for next steps.

• Timeframe: Begins Q4 2009, completion in Q1 2010

B3.2: Impact of EE Programs on Advancing Codes & Standards• Purpose: To lay groundwork for estimating savings associated with

improvements to building energy codes and standards.• Timeframe: Begins early 2010, completion in Q2 2010

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Education & Information Access Activities

Info Access and Confidentiality Policy: To address accessibility to Forum products and materials, and protection of confidential information. Policy reflected in public nature of Forum materials, standard documents in RFPs, 3rd party contracts, and Forum website

EM&V Library: Under development, will provide ready, web-based access to information about state, regional and national level EM&V resources and data (e.g. studies, reports, projects, contacts), Fall 2009

Forum Website: Key vehicle for all Forum communications. New Forum website launched in October 2009

Forum Communications Plan: Forum outreach activities to ensure Forum products are understood and ultimately implemented/used in Forum states

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Forum Projects Potentially Useful for NAESB

A1 – Glossary of Terms & Acronyms - evolving document

A2 – Common EM&V Methods Guidelines Part A: Research existing EM&V practice for priority

program types/technologies/measures:• Recommend methods to estimate a) preliminary savings

for planning purposes; b) gross evaluated energy and demand savings; c) net savings; and approaches to determine d) baselines; e) measure persistence; and f) levels of savings rigor or uncertainty.

• Interviews with Forum states, CA, OR, Canada, IPMVP, ASHRAE, ISO/RTOs

Part B: Review savings/input assumptions for priority measures (TRMs or equivalents) and identify if/where greater consistency may be warranted

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Forum Project A2 – Common EM&V Methods cont.

$250,000 project - KEMA is contractor Project Schedule

• Interviews/research - underway• Draft Deliverables - early Dec• Final Report/Guidelines - late Dec/early Jan

Criteria used to select priority program types/measures:

1) Magnitude of savings (i.e., relative significance of the energy/demand savings);

2) Suitability (i.e., are there likely to be well-defined algorithms, assumptions, etc); and

3) Savings complexity/diversity and benefit of a common, regional approach (e.g., non-lighting categories where a broad spectrum of methods and assumptions exist)

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A2: Develop EM&V Methods Guidelines and Survey Priority Measures (Parts A and B)

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PRIORITY PROGRAM TYPES/MEASURES

C&I Lighting (new construction) C&I Prescriptive Chillers (new/time of replacement)

C&I Lighting (retrofit) Comprehensive Multi-Measure C&I New Construction

C&I Motors (new/time of replacement) Residential Lighting (retrofit)

C&I VSDs (retrofit and new) Residential Central A/C

C&I Custom Measures (retrofit and new) Comprehensive Multi Measure Residential Retrofit

C&I Unitary/Split HVAC (new/time of replacement) Residential Gas Boilers/Furnaces

C&I HVAC (new/time of replacement) Commercial Gas Boilers/Furnaces

2010 project to develop/recommend EM&V methods and savings assumptions for emerging technologies (e.g., LEDs, ductless mini-splits, consumer electronics, super-insulation)

2010 Forum Project Agenda & Budget - Summary

• Mix of Protocol Development, Research & Evaluation projects

• Projects are either new or “supplemental” to 2009 projects: Methods to Calculate Net Savings (or 2011?) EM&V Methods for Emerging Technologies Guidelines for Incorporating EE into System Planning Develop Incremental Cost Assumptions Loadshape research – continued Measure Persistence research - continued Natural Gas R&E

• Project agenda and $2.35 million budget adopted by Steering Committee in late October, with state interest largely confirmed but further discussion on certain project scopes

• Next steps – convene project subcommittees, develop full project scopes, obtain funding commitments

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EM&V Issues, Challenges, Successes

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Untangling spaghetti for different needs, interests…Importance of coordination across regions and between regions and national efforts

THANK YOU

For more information:http://neep.org/emv-forum

Julie Michals, jmichals@neep.orgElizabeth Titus, etitus@neep.org

Northeast Energy Efficiency Partnerships5 Militia Drive Lexington, MA 02421

P: 781.860.9177 www.neep.org