M&V Guidelines: Measurement and Verification for Federal Energy Projects

Version 2.2

Prepared For:

U.S. Department of Energy
Federal Energy Management Program
EE-90, 1000 Independence Ave., SW
Washington, DC 20585
Tel. 202-586-5772
Internet: http://www.eren.doe.gov/femp

Prepared By:

Schiller Associates
1333 Broadway, Suite 1015
Oakland, CA 94612
Tel. 510-444-6500

Under Subcontract To:

National Renewable Energy Laboratory
Lawrence Berkeley National Laboratory

 

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Acknowledgments

This document was prepared by Steven R. Schiller, David A. Jump, Ellen M. Franconi, Mark Stetz, and Andrea Geanacopoulos of Schiller Associates, Oakland, California, and Boulder, Colorado. (www.schiller.com) The document follows the U.S. Department of Energy's (DOE's) International Performance Measurement and Verification Protocols (IPMVP).

Contributors to this document include: Dale Sartor of Lawrence Berkeley National Laboratory, Doug Dahle of the National Renewable Energy Laboratory, and Erica Atkin of the Oak Ridge National Laboratory.

 

Table of Contents

Overview of Guidelines 2.2

Section I: ESPC Program Description and M&V Overview

Chapter 1: Purpose and Program Description

Chapter 2: Measurement and Verification: An Overview

Section II: Incorporating M&V into ESPCs

Chapter 3: Overview of M&V Procedural Steps and Submittals

Chapter 4: M&V Plan Preparation and Review

Chapter 5: M&V Quick-Start Guidelines

Section III: Selected M&V Methods—Option A

Chapter 6: Introduction to Option A

Chapter 7: Lighting Efficiency: No Metering and Metering of Fixture Wattages Only

Chapter 8: Lighting Controls: No Metering and Metering of Fixture Wattages Only

Chapter 9: Constant-Speed Motor Efficiency: Metering of Motor kW

Chapter 10: Variable-Speed Drive Motor Efficiency: Metering of Motor kW

Chapter 11: Chiller Replacement: No Metering and Verification of Chiller kW/ton Methods

Section IV: Selected M&V Methods—Option B

Chapter 12: Introduction to Option B

Chapter 13: Lighting Efficiency: Monitoring of Operating Hours

Chapter 14: Lighting Efficiency: Metering of Lighting Circuits

Chapter 15: Lighting Controls: Monitoring of Operating Hours

Chapter 16: Lighting Controls: Metering of Lighting Circuits

Chapter 17: Constant-Load Motor Efficiency: Metering of Operating Hours

Chapter 18: Variable-Speed Drive Retrofit: Continuous Post-Installation Metering 

Chapter19: Chiller Replacement: Metering of kW and of kW and Cooling Load

Chapter 20: Generic Variable Load: Continuous Post-Installation Metering

Section V: Whole Building M&V—Option C

Chapter 21: Introduction to Option C

Chapter 22: Utility Billing Analysis Using Regression Models

Chapter 23: Utility Bill Comparison with a Discussion of Energy Accounting

Section VI: Whole-Building Computer Simulation—Option D

Chapter 24: Introduction to Option D

Chapter 25: Calibrated Computer Simulation Analysis

Section VII: M&V for Water Projects

Chapter 26: Introduction to Water Conservation Measurement and Verification

Chapter 27: Stipulated Flows and Operating Schedules for Plumbing Devices

Chapter 28: Metered Flows and Stipulated or Metered Durations for Plumbing Devices

Chapter 29: All Water Uses Compatible with Sub-Metering or Monitoring

Chapter 30: All Water Uses Compatible with Whole-Facility Metering 

Chapter 31: Calibrated Simulation Analysis of Water-Consuming Systems

Section VIII: M&V Plan Overviews for Other Project Categories

Chapter 32: New Construction Projects

Chapter 33: Operations and Maintenance Measures

Chapter 34: Cogeneration Projects

Chapter 35: Renewable Energy Projects

Appendices

Appendix A: Definition of Terms 

Appendix B: Sample Metering Forms

Appendix C: Sample Lighting and Motor Survey Forms

Appendix D: Sampling Guidelines

 

Overview of Guidelines 2.2

The Energy Policy Act of 1992 and Executive Order 13123 direct federal building managers to reduce energy consumption per square foot by 20 percent by the year 2000, 30 percent by the year 2005, and 35 percent by the year 2010, relative to a 1985 baseline. The Federal Energy Management Program (FEMP) is helping achieve these goals by encouraging the utilization of private sector technical expertise and investment resources through the use of energy savings performance contracts (ESPC).

In an ESPC, a third party purchases and installs new equipment at a federal agency's facility. In exchange, the third party receives a share of the federal agency's savings in energy costs. Since compensation is based on project energy savings, the law underlying the authority for federal facilities to enter into ESPCs requires that energy savings be verified, reducing the agency's risk. The challenge is to balance costs and savings certainty with the value of the measures that are installed at the facility. (The intent of Congress is to have the resultant energy cost savings from a project meet or exceed the cost of its implementation.)

The purpose of this document is to provide guidelines and methods for measuring and verifying the savings associated with federal agency performance contracts. It contains procedures and guidelines for quantifying the savings resulting from energy efficiency equipment, water conservation, improved operation and maintenance, renewable energy, and cogeneration projects implemented under federal agency-financed ESPCs.

Section I of the Guidelines describes ESPC programs and provides a general overview of measurement and verification (M&V). Section II outlines M&V procedural steps and describes M&V issues in detail. It also provides quick reference tables and checklists for preparing and reviewing M&V plans. Sections III through VIII describe standardized M&V methods that should be used with federal performance contracts for energy projects, water projects, and other project categories.