1. Slide 1 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N Presented by: Todd Amundson, BPA Jane Peters, research into action Ryan Fedie, BPA Update of BPA’s M&V Protocols

2. Slide 2 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N Project Team:  left fork energy, inc. Schiller Consulting, Inc

3. Slide 3 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N Project Objectives Review and update BPA’s site-specific M&V protocols –Reference National best practices BPA’s efficiency resource acquisition activities

4. Slide 4 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N Project Status Make recommendations for revising and augmenting protocols (Phase 1) –BPA has received the final report –Utility focus group formed. Revise or develop new protocols (Phase 2) –Underway. Complete 6/1/10 Follow-on research (Phase 3) –To be started. Complete 9/30/10

5. Slide 5 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N Research Activities Interview 25 stakeholders –BPA staff and contractors, utility staff, NPCC staff Review BPA’s M&V protocols and national best practices –Best Practices IPMVP, ASHRAE Guideline 14-2002 –Example Protocols FEMP, PJM, CA Standard Performance Contract, CA Commissioning Collaborative –Example Deemed Measures and Savings Calculators Efficiency Vermont TRM, CA DEER –Example Evaluation Guides National Action Plan, CA Evaluation Protocols –National Trends North American Energy Standards Board, NEEP EM&V Forum, Increased availability of time-stamped and end-use data

6. Slide 6 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N Findings – Stakeholders Agree: BPA’s site-specific protocols are generally working well from a process perspective Contacts have confidence in the measured and verified savings BPA should move toward classifying as custom a smaller proportion of projects needing the Standard M&V Plan –Move projects into Light M&V, Simplified protocols (inc. deemed savings calculators), and deemed savings

7. Slide 7 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N Findings – Analysis of BPA project Data Data entry into PTR not constrained to pre-determined measure types –Assumptions and re-coding needed to analyze PTR data M&V protocol used was not evident Current project unable to assess variance of ex ante from ex post savings estimates by measure type / size –Awaits follow-on work

8. Slide 8 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N Findings – Protocol Review: Protocols are reasonable, yet fall short of being IPMVP- adherent; should be revised –Not surprising, since protocols developed prior to IPMVP! Additional protocols would be useful

9. Slide 9 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N Recommendations BPA should revise its protocols to be IPMVP-adherent. Include: –Identifying the IPMVP Option –Requiring documentation of baseline equipment and operating characteristics –Expanding description of calculations to be used, data to be collected, and use of data in calculations –Provide additional detail, e.g., selecting monitoring points, sampling, and generally addressing questions that often arise

10. Slide 10 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N Recommendations, Cont. Phase 2 of this project is developing/ revising 5 to 6 protocols from among: –End-use metering (revision) –Energy use indexing (revision) –Existing building commissioning (new) –M&V protocol selection (new) –Sampling (new) –Regression (new; for analyzing time-series data in support of site-specific M&V)

11. Slide 11 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N Recommendations, Cont. Use of M&V light for eligible projects Bring together the region’s M&V protocols and savings assurance tools in a single repository –Sampling instructions, formulas, default assumptions, key reference materials, deemed savings calculators, protocols Improve documentation of M&V activities –Time spent and protocol used Improved PTR entries –Standardize measure type, identify protocol used, tracking of ex ante savings

12. Slide 12 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N Recommendations, Cont. Address process issues stakeholders identified –Simplify processes by which utilities upload their efficiency information into the PTR –Align responsibility and authority within BPA for approving M&V plans and final savings estimates –Bring cost documentation requirements in line with risk, focusing on higher-cost elements

13. Slide 13 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N Follow-on research (Phase 3) –Research current use of M&V light and appropriate uses going forward –Assess risk per measure type / size by estimating variance of ex ante from ex post savings estimates –Coordinate M&V policies and procedures with evaluation strategy and activities M&V and evaluation should work in tandem to understand risk and how to address risk cost-effectively