m&v for pay for performance approaches update, resources...

37
M&V for Pay for Performance Approaches: Update, Resources, and New Developments Presenta(on to NW Energy Coali(on Olympia, WA October 24, 2016 David Jump, Ph.D., P.E. kW Engineering

Upload: others

Post on 25-Aug-2020

1 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

M&V for Pay for Performance

Approaches: Update, Resources, and New Developments

Presenta(ontoNWEnergyCoali(onOlympia,WA

October24,2016

DavidJump,Ph.D.,P.E.kWEngineering

Page 2: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

Agenda • AchievingEnergyEfficiency• AddressingPerformanceRiskswithM&V• NewDevelopments

•  M&V2.0•  Tools

•  LBNLResearch• BestApplica(ons

Page 3: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

Achieving Energy Efficiency

Audit

BusinessCase

Approval&Financing

Specifica(on&Procurement

Installa(on&Commissioning

Verifica(on

Performance

Payment

BaselinePeriod Installa(onPeriod PerformancePeriod

Energy

Time

Savings

Page 4: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

Risks •  Savingsunderes(mated

•  Poormodeling•  Es(matesnotbasedondata

•  ECMsdon’tperform•  Misspecifica(onofequipment•  Poorinstalla(on,lackofcommissioning

•  Savingsdon’tlast•  Buildingopera(onschange•  Equipmentnotmaintained

•  Non-Rou(neEvents•  Newloadsadded•  Opera(onschange•  Occupancychanges

•  Result:•  Poorreturnoninvestment•  Owners,Investors,EveryoneUnhappy!

Page 5: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

International Performance Measurement and Verification

Protocol (IPMVP) 4M&VOp(ons:• A:KeyParameterMeasurement• B:AllParameterMeasurement• C:WholeFacility• D:CalibratedSimula(on

RetrofitIsola(on

WholeBuilding

Otherguidelines:sameop(ons-differentemphasis:Technicalmethods–ASHRAEGuideline14Repor(ngRequirements–FEMPSpecificApplica(ons-

BonnevillePower(bestprac(ces)CaliforniaCommissioningCollabora(ve(retro-commissioning)

Page 6: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

Option A: Key Parameter Measurement

"#ℎ↓&'() =( "#↓+'&) − "#↓,-&. )× /01↓)&. 

Ligh(ng•  Measurefixturepower•  Agreeonhoursofusees(ma(ons(ownercontrolsopera(ons)

BestApplica(ons•  Individual,SimpleECMs

•  Constantload&use•  LowInterac(onEffects

Costs-Low•  Simplemeasurements•  Uncomplicatedanalysis

RisksareShared:•  ESCOresponsiblefor

performance(kW)•  Ownerresponsiblefor

usage(HRS)

Page 7: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

Option B: All Parameter Measurement

"#ℎ↓&'() =( "#↓+'&) − "#↓,-&. )× /01↓,-&. 

Ligh(ng•  Measurefixturepower&hoursofuse

BestApplica(ons•  Interac(veECMs•  Variableload&use

Costs-Higher•  Muchdatarequired•  Extensiveanalysis•  Technicalreview

Risks:•  Datacollec(onerrors•  Pooranalysis

Page 8: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

Option C: Whole Facility DataSources:•  U(litybills•  Localweathersta(ons•  Produc(onratesRegressionanalysis•  HDD/CDD,produc(onrate

"#ℎ↓&'() = "#ℎ↓+'&) (3↓,-&. )− "#ℎ↓,-&. ( 3↓,-&. )

BestApplica(ons•  Mul(ple,Interac(veECMs•  Savings>15%

Costs-Low•  Availabledata•  Tools

Risks:•  Savings<15%•  Non-Rou(neEvents

Page 9: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

Option D: Calibrated Simulation DataSources:•  As-BuiltDrawings•  On-siteaudits•  U(litybills•  Localweathersta(ons•  Muchmore…

Requirements:•  Modelcalibra(on(varies)•  Experiencedmodelers•  Soiware•  Time

BestApplica(ons•  Mul(ple,Interac(veECMs•  Savings<15%

Costs-High•  Highdatarequirements•  Exper(sewithtools

Risks:•  Modelnotcorrect•  Non-Rou(neEvents

Page 10: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

¨  Rigor¨  Accuracy¨  Confidence¨  Risk¨  QualityAssurance

¨  CostofService

¨  CostofSavedEnergy

Key M&V Principle

Page 11: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

M&V 2.0

•  DataUses:•  Buildingaudits•  ECMCommissioning•  M&V•  Performancetracking

•  Poten(al•  Lowercost–datacollec(onandanalysistools

•  Rapidfeedback–morecustomerawareness

OptC.WholeBuilding Opt.BRetrofitIsola(on

•  Short-(meintervaldata(e.g.15min,hour,day)andadvancedanaly(cs

Page 12: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

M&V 1.0 – Monthly Data

�  Linearregressions�  12months/datapointsperyear

�  LessAccuracy�  12mo.monitoringdura(on

Page 13: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

M&V 2.0 - lnterval Data

�  Advancedanaly(cs�  8760hourlypointsperyear�  MoreAccuracy�  Shortermonitoringdura(on:3or6months

�  Applicabletosubsystems

Page 14: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

Visualizing Savings

-40.0

-20.0

0.0

20.0

40.0

60.0

80.0

100.0

150

250

350

450

550

650

750

850

950

Deg

F

kWh

` ,

BaselinePeriod PostInstallPeriod

Source:UniversalTranslatorv3

Page 15: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

Monitoring Savings Persistence

Page 16: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

M&V 2.0 Tools PublicDomain

Universal Translator

EMIS-Proprietary

EnergyChar(ngandMetricsTool

InverseModelToolkit(RP1050)

M&VAnalysisModule

Page 17: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

Screen Shots of M&V 2.0 Capability

ImageSource:Lucid

Page 18: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

Screen Shots of M&V 2.0 Capability

ImageSource:EnerNOC

Page 19: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

Screen Shots of M&V 2.0 Capability

ImageSource:UniversalTranslator3

Page 20: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

What is New About M&V 2.0? What is Not New? •  M&V2.0toolsarebuiltuponsavingses(ma(ontechniquesthathavebeenusedfordecades

•  Comparisongroupanalyses•  Whole-buildingandsubmeter-basedpre/post(Op(onC)•  Calibratedsimula(onmodeling(Op(onD)

• What’snewis:•  Degreeofautoma(onindataacquisi(on,andmodelcrea(on•  Granularityandvolumeofdatacanimprovequalityofresult•  Poten(alforcon(nuousfeedback•  Integra(onofM&Vcapabilitywithotheranalysesforopera(onalefficiency•  Soiwareasaserviceofferingsforowners,managers,programadministrators

Page 21: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

What are the Potential Benefits of M&V 2.0? What is the Value Proposition?

•  Increasevisibility,quicklyobtainongoingandinterimresultsfeedback

•  Increasesavingsandenhancecustomerexperience?•  ImprovetransparencyandtrustworthinessofEEsavings?

•  Automatepartsoftheprocessthatcomputersdowell,streamlinedataacquisi(onandprocessing

•  Reduce(meandcosttoquan(fysavings?•  Maintain/improveaccuracyinsavings?•  Increasethroughput,numberofprojectsgoingthroughthepipeline?

Page 22: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

What Questions Are Being Asked*? •  Howcanwereducethe(meandcostsnecessarytoquan(fysavings?

•  Howcanweknowifamodelorcommercialtoolisrobustandaccurate?

•  Howcanwecompareandcontrastproprietarytoolsand‘open’methods?

•  Whattestprocedurescanbeusedtoevaluatemodelandtoolperformance,andwhichmetricsaremostimportant?

•  CanIuseawhole-buildingapproachformyprogramsandprojects?

*All are asked before a project is conducted; after a project, we want to know how much was saved, what was the uncertainty, how confident are

we in those savings?

Page 23: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

What Have We Done to Address These Questions?

n Developedates:ngproceduretoquan(fybaselinemodelaccuracy

n Solicitednewintervalbaselinemodelsfromindustry,tools,andacademiccommuni(es

n Appliedthetestproceduretoevaluatemodelperformance

n Withadvisorygroupiden:fiedmostcri:calperformancemetricsforM&V

n Developedconclusionsregardingpoten:alforwideradop(onofAMIdata+analy(csforM&V

Page 24: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

Illustration of Test Procedure

!

Page 25: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

Test Data Set

n 537commercialbuildings¨ 15-minuteelectricloaddata¨ Outsideairtemperaturebasedonzipcode

n Noknownefficiencyinterven(ons,significantchangesinopera(ons,occupancy

Most data from CA Zone 3, and Wash DC Zone 4; some from Seattle Zone 4

Page 26: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

Percent Error (NMBE)

26

● ●

−25.0−22.5−20.0−17.5−15.0−12.5−10.0−7.5−5.0−2.5

0.02.55.07.5

10.012.515.0

M1 M2 M3 M4 M5 M6 M7 M8 M9 M10model

NM

BE (%

)

NMBE (N=441) 12 month training

●●

●●

−25.0−22.5−20.0−17.5−15.0−12.5−10.0−7.5−5.0−2.5

0.02.55.07.5

10.012.515.0

M1 M2 M3 M4 M5 M6 M7 M8 M9 M10model

NM

BE (%

)

NMBE (N=470) 9 month training

● ●

−25.0−22.5−20.0−17.5−15.0−12.5−10.0−7.5−5.0−2.5

0.02.55.07.5

10.012.515.0

M1 M2 M3 M4 M5 M6 M7 M8 M9 M10model

NM

BE (%

)

NMBE (N=530) 6 month training

● ●

−25.0−22.5−20.0−17.5−15.0−12.5−10.0−7.5−5.0−2.5

0.02.55.07.5

10.012.515.0

M1 M2 M3 M4 M5 M6 M7 M8 M9 M10model

NM

BE (%

)NMBE (N=537) 3 month training 90th%ile

75th%ile

Mean

Median

25th%ile

10th%ile

Totalnumberofbuildingsinthetestcase

Page 27: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

Key Takeaways •  AMIdataandintervaldatamodels/toolsholdgreatpromisetoscalewhole-buildingmeasuredsavingscalcula(ons

•  Reducing(meandcosts,improvingormaintainingaccuracy

•  Errorsinpredic(ngenergyareontheorderofacoupleofpercentformanybuildingsandmanymodels

•  Thisisthefloorofperformancefromthefullyautomatedcase,withno‘non-rou(ne’adjustmentsfromanengineer

•  12monthspre/postdatamaynotalwaysberequiredforaccuratewhole-buildingM&V

•  Modelseffec(velymeetASHRAEguidelinesinmostcases

Page 28: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

Ongoing Work

n Demonstra(onofautomatedapproacheswithu(li(es/programs,andimplementersoranaly(csvendors¨ Usedatafrombuildingsthathavepar(cipatedinwhole-building(preferably)programsorpilots

¨ ApplyautomatedM&ValongsidewhateverM&Vplanwas/isalreadyinplace

¨ Quan(fysavingswithuncertaintyandconfidence¨ Publishandcasestudiesoneffec(veness

LBNL is currently seeking utility/program and implementer or vendor partners who are interested in collaborating in this

work. Please contact [email protected] if you are interested in exploring this opportunity.

Page 29: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

Predict/Forecast

TheGood

TheBad

TheUgly

Ø Good buildings: �  Predictable operation

Ø Bad buildings �  Requires intervention

Ø Ugly buildings �  Cannot predict future use

Page 30: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

Best Applications – Meter-Based M&V •  ‘Predictable’buildings,systems:

Weathersensi(ve,regularlyscheduled•  Mul(pleandinterac(veECMs:

Affec(ngmanysystems(HVAC,ligh(ng,etc.)•  Deepsavingsprojects:

Savingsare“abovethenoise”•  Difficulttoquan(fyECMs:

Ductsealing,envelopeupgrades,etc.•  ECMsusingexis(ngcondi(onasbaseline:

RCx,behavioral•  SMBsector:otherapproachesnotcost-effec(ve

Page 31: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

AB 802 & Meter-Based P4P

PG&E• CommercialWholeBuildingDemonstra(on

Statewide• UC/CSU/IOUPartnershipMBCxProgram

HOPPs•  SCE–PublicSector•  SoCalGas

•  PublicSector•  CommercialRestaurant•  Mul(-family

• PG&E•  On-billfinancing•  Residen(alP4P

Page 32: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

Thank you!

DavidJump,Ph.D.,P.E.kWEngineering

Oakland,[email protected]

www.kw-engineering.com

Page 33: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,
Page 34: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

Meter-Based M&V Approach •  TotalSavings:AllECMsavingsbehindmeter,includinginterac(veeffectsandstrandedpoten(al

•  LessComplex:fewdatastreamsrequired(energy,weather)

•  Tools:publicdomainandvendorsoiware•  Accurate:Enableses(mateofaccuracy•  PersistenceMonitoring:Ongoingfeedbackonbuildingperformance

•  Poten(allyLowerAdminCosts:standardiza(on&automa(onreducesrequired(meforsavingsanalysis&technicalreview

Page 35: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

Pay For Performance 1 2 3

Page 36: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

EM&V Process Overlap

Step 1: Project Level Savings (M&V) •  Gross savings (Customer) •  To & Above Code Savings (Regulatory)

Step 2: Attribution •  Account for free-ridership

Step 3: Program Level Savings •  Determines ‘additionality’ of savings •  Program cost effectiveness

Page 37: M&V for Pay for Performance Approaches Update, Resources ...nwenergy.org/wp-content/uploads/2016/10/2-David... · 10/2/2016  · M&V for Pay for Performance Approaches: Update, Resources,

• Cumula(vesavings-con(nuoustracking&feedback