Annual Reporting Working Group Update Lia Webster, Nexant New Orleans M&V Summit May 2003

M&V Summit May 2003 Annual Reporting Working Group Working Group formed in June 2002 Goal: Develop a standard format for annual M&V reports Drafted: Annual Report Template TEAM MEMBERS: Ron Araujo, Select Energy Michael Cross, Air Force Mark Halverson, PNNL Satish Kumar, LBNL Lia Webster, Nexant, Inc. Dale Sartor, LBNL Mark Stetz, Nexant Scott Judson, Noresco Venkat Kumar, JCI

M&V Summit May 2003 Current IDIQ Requirements for M&V Reporting (C.4.2) M&V reports –Annual is minimum frequency –Provide evidence that continued ECM performance achieves the guaranteed cost savings –Contents: ECM performance measurements, calculations, & adjustments to baseline

M&V Summit May 2003 Key issues in M&V reporting: M&V report should have enough context to make sense alone Access to background information is critical: –Delivery Order (ECM descriptions, M&V plan, cost schedules), acceptance documentation, commissioning materials, post-installation M&V report, contract modifications Verification of O&M - per IDIQ section C.6 - C.8, especially C.7.4 –included ESCO verification of government's maintenance and operations procedures

M&V Summit May 2003 Annual Report – Draft Outline I.Executive Summary II.Summary of Contractor Payments III.Details for each ECM

M&V Summit May 2003 I. Executive Summary 1) Brief project / ECM description 2) Summary of Savings a)Guaranteed & verified savings for project (in energy units, energy cost, O&M) b)Verified Savings by ECM c)% Saved by Utility (optional) 3) Summary of savings adjustments, if needed 4) Summary of O&M Activities 5) Issues Identified

M&V Summit May 2003 II. Summary of Contractor Payments Payment schedule for contract period –Actual payments made to date –Scheduled future payments

M&V Summit May 2003 III.Details for each ECM 1)Overview of ECM 2)Overview of M&V Plan a)Intent of M&V Plan b)Equations used c)Stipulated values used d)Changes from Post-install report

M&V Summit May 2003 III.Details for each ECM (cont.) 3) Measurements & Inspections i.Measurement equipment used ii.Equipment calibration documentation iii.Dates/times of data collection or inspection, names of personnel, and documentation of government witnessing iv.Details to confirm adherence to sampling plan v.All measured values (use Appendix if necessary) vi.How have performance criteria been met? vii.Detail any performance deficiencies that need to be addressed by ESCO or Government viii.Note impact of performance deficiencies on generation of savings

M&V Summit May 2003 III.Details for each ECM (cont.) 4)Details of O&M Savings, if applicable a) Source of savings b) Verification activities 5)Details of Other Savings, if applicable a) Source of savings b) Verification activities

M&V Summit May 2003 III.Details for each ECM (cont.) 6) O&M Activities a)Have operating requirements been met? i.Who is responsible for equipment operations? ii.Have required operating procedures been met? iii.Detail any deficiencies needed to be addressed by ESCO or Government iv.Note impact of operating deficiencies on generation of savings

M&V Summit May ) O&M Activities - Cont. b) Have maintenance requirements been met? i.Who was responsible for performing maintenance ii.Verification of scheduled maintenance items completed by ESCO or Government iii.Verification of unscheduled maintenance activities conducted this period by ESCO or Government iv.Detail any deficiencies needed to be addressed by ESCO or Government v.Note impact of maintenance deficiencies on generation of savings Impact of current O&M on capacity to save

M&V Summit May 2003 III.Details for each ECM (cont.) 7)Utility rate(s) used in calculations a) Actual utility rates at site for same period (optional) 8)Technical details a) Analysis Methodology – describe any data manipulation or analysis that was conducted prior to applying savings calculations b) Details of any adjustments made c) Verified savings for measure 9)Other Comments

M&V Summit May 2003 Next Steps…. Select Energy Services to use annual template on upcoming project –Example project report presented at next M&V Summit Comments from M&V team Include template in DO RFP Possible inclusion in next revision of IDIQ