1. Energy Project M&V: Reports that Add Value October 27, 2015

2. Agenda Why invest in Measurement and Verification of energy equipment? Questions: Board, CBO, MOT/Facilities Director Case Study: Solar M&V ECM M&V: HVAC, Windows, Lighting Prop 39 Update on M&V and Reporting Solar Check-up 2

3. Who we are TerraVerde Asset Management and Prop39 Projects Monitoring & Verification (M&V) on 18+ MW of solar at 10 Districts Prop39 Advisor on $48MM of projects at 40+ LEAs Specialists in turning complex energy calculations into digestible summaries for all stakeholders 3

4. Why Invest in M&V Provide transparency to your staff, your board, and your community Monitor systems continuously to ensure optimal performance Verify system performance to help make good decisions in the future 4

5. High Level Board Questions Are we saving the money we were supposed to? Are the energy projects working? 5

6. Add Value through M&V CBO Questions Should we adjust our energy budget? Should we adjust our maintenance budget? MOT/Facilities Director Questions Will maintenance staff need to devote more time and energy to any projects? Are all systems operating properly? Both Should we use that vendor again? 6

7. Where do you get these answers? Solar monitoring systems Utility Bills and (15 minute) interval data Accounts Receivable Pre-construction projections and baselines Weather data Operational building data 7

8. Fowler Case Study Year Installed: 2012 Number of Sites: 6 Number of kWs: 840 Asset Management Activities: – M&V/Reporting – Monitoring – Preventive Maintenance – Corrective Maintenance 8

9. Case Example Fremont Elementary, Fowler USD Solar installed in 2012 Energy Conservation Measures installed in 2015 – HVAC, Windows, Lighting Technical evaluation, financial evaluation 9

10. Fremont Case Study: Solar Technical Performance 10

11. Fremont Case Study: Solar Technical Performance 11

12. Fremont Case Study: Solar Financial Performance Bill Savings – How you WANT to calculate it: Why doesn’t this work? Weather, Utility Rates, Building Usage 12 2011 Bill (Actual)$40,000 2012 Bill (Actual)$30,000 Savings$10,000

13. Fremont Case Study: Solar Financial Performance Bill Savings – How you SHOULD calculate it: This is a harder calculation! 13 2012 Bill (If no solar, calculated)$42,636 2012 Bill (Actual)$30,000 Savings$12,636

14. Fremont Case Study: Solar Figure out what your energy profile would have been Example – March Utility Bill: 5,000 kWh – March Solar Production: 2,000 kWh You would have bought 7,000 kWh from the Utility if not for solar. Why is this important? 14

15. Has your energy use changed? 15

16. Energy Comparison for the Whole Year 16

17. Fremont Case Study 17 Bill Savings: $10,636 Rebates: $7,535 Energy Use: +2%

18. Data Sources for Accurate M&V Solar monitoring systems Utility Bills and interval data Accounts Receivable Pre-construction projections and baselines Weather data Operational building data 18

19. Solar Check Up 19 CASBO and TerraVerde are teaming up to offer a quick check-up on common performance issues with school solar projects.

20. Fremont Case Study: ECMs How do we measure and verify the effects of ECMs at sites with solar? HVAC Window upgrades Lighting Efficiency 20

21. Fremont Case Study: ECMs ECMs such as HVAC installation and Windows upgrades have interactive effects and are evaluated as a combined measure with the help of M&V processes. Excel based or energy model simulation (such as e-QUEST) programs are implemented to estimate energy savings We perform power monitored (actual consumed energy) based measurement and verification (M&V) activities to estimate the energy savings realized by the installed measures Energy models are developed with the help of the monitored power draw and the outside weather conditions, such as temperature 21

22. Fremont Case Study: ECMs 22

23. Fremont Case Study: ECMs For Lighting ECMs we perform time series power monitoring (data collected by loggers) of retrofitted measures to quantify the energy savings estimates. We isolate the ECM measures and collect the actual power drawn from it for a sample monitoring period Energy models are developed with the help of monitored power drawn and the occupancy level as a dependent parameter to estimate the total lighting consumption Excel based analysis is performed to obtain energy savings. 23

24. Prop 39 Reporting From the California Energy Commission (CEC) 10/27/15: Reporting will be done using the online system scheduled to be deployed November 2 nd – On November 5, 2015, from 10 a.m. – 12:00 p.m., the Energy Commission will host a Proposition 39 (K-12) Online Reporting System Training Reporting of each approved EEP will be required – Annual Progress Report and Final Project Completion Reports Annual Progress Report – Will include tracking costs spent Final Project Completion Report: – Will require updating information provided in the EEP – Will require photos of installed measures – Due within 12-15 months after all measures are completed. CEC Communication Plan will includes: – E-mail notification to LEAs due for a report – E-mail notification directly to the LEA Authorized Representative and Project Manager – Notification on online system Schedule: – For this first reporting cycle, LEAs must submit all reports by December 31, 2015. – In the future, annual progress reports will be required in July. For more info, see Guidelines p.29-32: http://www.energy.ca.gov/2014publications/CEC-400-2014- 022/CEC-400-2014-022-CMF.pdfhttp://www.energy.ca.gov/2014publications/CEC-400-2014- 022/CEC-400-2014-022-CMF.pdf 24

25. Final Project Completion Report Public Resources Code Section 26240(b)(1-7) requires that “[t]o the extent practical, this report shall contain information on all of the following: (1) The total final gross project cost before deducting any incentives or other grants and the percentage of total project cost derived from the Job Creation Fund. (2) The estimated amount of energy saved, accompanied by specified energy consumption and utility bill cost data for the school or site where the project is located. (3) The nameplate rating of new clean energy generation installed. (4) The number of trainees. (5) The number of direct full-time equivalent employees and the average number of months or years of utilization for each of these employees. (6) The amount of time between awarding of the financial assistance (that is, receiving the approved energy expenditure plan award deposit) and the completion of the project or training activities. (7) The facility’s energy intensity before and after project completion, as determined from an energy rating or benchmark system.” 25

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27. Contact Information Rick Brown, PhD, President TerraVerde Renewable Partners, LLC 1100 Larkspur Landing Circle, Suite155 Larkspur, CA 94939 T: 707.953.2885 Rick.Brown@TVRPLLC.com www.TVRPLLC.com 27