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ity consumption, fuel or water consumption, or any other energy
sources data, like steam or even renewables. The variable data that
could be required are weather factors, looking at Heating and Cooling
Degree Days (HDD or CDD), operating hours of the facility, production,
systems for heating and cooling, equipment malfunctions, etc.
Of great importance is the agreement between stakeholders of
the baseline adjustments (and how these will be measured before
implementation and inferred after implementation) as this forms
the fundamental relationship for savings verification of the baseline
performance.
This is the most difficult aspect of savings verification to quantify
and becomes a contentious issue, which is why it is important to use
the services of an experienced M&V consultant. It is not an aspect
that can be taught by the book, and includes continuous observation
and practice to understand the unknown factors. Correct baseline
adjustments level the playing field when determining post-installation
performance in relation to the adjusted baseline energy performance –
getting this correct adds tremendously to the credibility of the savings
expressed at the end of the M&V process.
However, the extent to which baseline adjustments need to be
considered depends on the M&V Option chosen. Taken from the
Energy Training Foundation’s training syllabus [4] the following are
examples of baseline adjustments:
• Changes in weather or occupancy
Adjustments might include recalculating the baseline consumption
rates using post-installation period weather data or occupancy data
based on a mathematical expression of how energy consumption
depends on factors such as HDD, CDD and occupancy. The impact
of HDD and CDD can be significant and is a topic for separate
discussion
• Changes in operating schedules or tenant improvements
The real impact of the retrofit project will be affected by a decrease
or increase in operating hours of the facility or the system. There-
fore, the baseline consumption needs to be scaled up or down to
correspond to such changes, if any. A tenant might also implement
its own improvements that may alter energy consumption in the
post-installation period such as new lights, or additional plug loads,
which are unrelated to the M&V scope determined and must be
separated from the post-installation period performance
• Changes in the actual function of the facility
Changes in the use of the facility, for example, converting office
space to a store room, affect the baseline performance and an
adjustment is required
Establishing a framework for M&V success
Following a step-by-step approach as determined by IPMVP will
ensure a continuous plan-do-check-act-type of system as with any
implemented management system.
Preparing the organisation
Starting with energy awareness amongst the organisation’s staff, from
top to bottom, is all-important as they are the key players using the
facility to be M&V’ed and influence the energy use. We recommend
combining the M&V programme with an energy management system
that aligns all the stakeholders and their roles and responsibilities within
the requirements of assurance of energy savings determinations.
Select implementation method and process
All stakeholders involved in the M&V programme need to agree on
the defined method and process to be used and followed, thereby
also identifying M&V roles and responsibilities, timeframes and con-
tractual agreements.
Energy Conservation Measures (ECMs)
identification, selection and assessment
A detailed energy audit will identify opportunities for energy conserva-
tion as well as Energy Management Opportunities (EMOs).
Design energy savings programme
After the audit, a detailed energy savings plan can be designed incor-
porating the aspect of M&V – aligning the M&V programme imple-
mentation with that of an ISO energy management system provides
an even better framework for a successful M&V programme.
M&V planning preparation
Before implementing any energy savings project, the following
sub-steps must be followed to ensure alignment with the M&V
requirements:
• The IPMVP option must be selected
• The base year of performance must be defined i.e. which is the
year that will be used as the basis against which energy perfor-
mance will be measured post-implementation
• Define the post-implementation period for the ECM, which is the
period that will be compared with the base year period so that the
project impact can be measured
• Develop the M&V performance model in line with the IPMVP,
which includes the selection of data analysis techniques, algo-
rithms, equations and establishing assumptions, etc
• Testing the M&V performance model to check what changes and
adaptations are appropriate. The impact of the expected accuracy
and uncertainties are quantified and their impact on the cost-ef-
fectiveness of the programme
Metering
Metering considerations must be defined and specified in accordance
with the IPMVP option chosen and include aspects such as metering
points, frequency and duration of metering, type of meter and its
required precision and calibration requirements, etc.
M&V’s continuous management
For quality assurance, the M&V’s continuous management of its
programme needs to be defined; the roles and responsibilities and
reporting systems must be in place.
Documentation
During the M&V programme and its framework development attention
need to be paid to documenting all the relevant decisions in the plan-
ning and management system – this forms the basis for all M&V activ-
ities. Implementing an ISO energy management system concurrently
sets out a structure for the required documentation automatically.
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ENERGY EFFICIENCY MADE SIMPLE 2015