This section outlines the requirements of an M&V plan and final report for both new building construction, building renovation projects, and system upgrades and repairs.

M&V Process

1. Determine needs of the user and most appropriate measurement boundary. Is the intent to reduce total costs or simple energy reduction?
2. Select IPMVP option, considered M&V costs and available time for developing baselines and reporting periods.
3. Prepare initial M&V plan.
4. Install and commission additional metering requirements as required in M&V Plan. Depending on ECM (e.g. solar panels) this can occur during ECM install.
5. Record and gather baseline period data.
6. Complete M&V Plan
7. Perform and document operational verification of ECM as outlined in M&V Plan.
8. Record and gather reporting period data.
9. Compute savings in accordance with M&V Plan
10. Report savings as outlined in M&V Plan and according to EWC M&V Reporting Requirements

M&V Plan Requirements

For any planned ECM, an M&V plan must be established prior to initiation of the ECM. The M&V plan must include the following sections:

Project Scope

Intent

Include a brief outline of the approach taken, systems directly impacted, and anticipated results. Identify the primary variable(s) that will determine savings.
Example: Replacement of constant volume fume hoods to variable volume fume hoods will occur across all labs on the third floor. This will reduce air flow in those labs, subsequently reducing heating and cooling needs. Primary savings are anticipated in chilled water and steam requirements.

Operational verification

Identify the parties responsible for implementing the ECM, commissioning and functional testing, and verify ongoing proper operation through reporting period.
If deviations to ECM design are required after installation and during reporting period, identify approval process and outline reporting requirements and impacts to M&V.
Example: PMCS oversees design, selection, installation, commissioning, and functional testing of fume hoods. PMCS handles all warranty repairs.
All related documents are forwarded to EWC, who double checks that commissioned systems adequately meet design intent and occupant needs. EWC will ensure fume hoods continue to function as intended through monthly spot checks and via occupant feedback. Any deviations from design will be communicated back to PMCS during warranty period.
If lab requirements require that individual hoods be transitioned from variable to constant volume flow for any reason, this change will be reported back to and recorded by EWC.

Measurement Boundary and IPMVP Option

Identify the extent of measurement to be performed to verify savings. Identify the specific parameters to be measured and the method of data collection. Outline the IPMVP option pertaining to this boundary and method.
Example: Primary savings from fume hood replacement are anticipated in chilled water and steam consumption for the two air handling units serving the third floor. Chilled water consumption, in ton-hrs, and steam, in pounds of condensate return, will be directly metered at each of the coils at each AHU before and after installation of fume hoods. Calculated savings will be based on monthly total ton-hours and pounds of steam.
This measurement boundary and method complies with IPMVP Option B, Retrofit Isolation: All Parameter Measurement.

Baseline Period

Specify the time period to define the baseline period. This must include at least one full cycle (e.g. seasonal) and be as close to immediately prior to initiation of the ECM as possible. Specify the time interval of reported measurement.
Example: To account for anticipated seasonal impacts, the baseline period will be a full 12 month period. Data will be reported as measured calendar month totals. The baseline period will be measured for the 12 calendar months prior to shutdown of the labs for replacement of the fume hoods (anticipated during winter holiday break)

Reporting Period

Specify the time period over which savings will be verified. This period must be at least as long as the baseline period, and should immediately follow the return to full utilization of the systems associated with the ECM. Time interval of reported measurement must match baseline period.
Example: The reporting period will be the 12 months following return to full laboratory utilization (anticipated the 3^rd week following the end of the winter holiday break). Reported measurements will be calendar month totals.

Metering requirements

Existing metering

List the existing metering installed to be utilized in the above measurement boundary. Detail the method of data collection and frequency. Identify ownership of meter and reference any required data sharing agreements.
Example: Chilled water flow and temperature differential are available for each AHU coil through the building's Siemens BAS, owned and operated by Facilities Maintenance and accessible by EWC. These values will be used to calculate total cooling tonnage across the coils. Historical trends with frequency at or less than 1-hour intervals will be established and downloaded regularly by EWC and compiled into total monthly tonnage values.
Steam differential pressures and temperatures exist in the BAS and will be collected in the same fashion as chilled water data. No steam flow measurement exists.

Additional metering

List any non-existing metering that will be required to measure the above measurement boundary. Detail the method of data collection and frequency. Identify ownership of meter and reference any required data sharing agreements. Identify the duration of installation (temporary or permanent).
Example: Measurement of steam flow through the coils will require installation of two manually read turbine-meters on the condensate drain from the coils. EWC will purchase and own the meters. Zone mechanics will handle installation. An EWC representative will visit and record meter readings once per week during baseline and reporting periods. After reporting period, meters will be removed and returned to EWC.

Metering calibration

Detail calibration requirements and parties responsible.
Example: Meter calibration of all existing and new meters referenced above will occur twice; once prior to baseline measurements and once more prior to the reporting period. Calibration will be performed by Zone I&C technicians according to FM established calibration procedures.

Variables and effects

Routine adjustments (independent variables)

List the variables that have a predictable impact on the measured energy listed in the measurement boundary. Detail the variables, sources, and modeling method to account for the impact of each variable. Ensure that data exists for both baseline and reporting periods. Identify parties responsible for collecting the data.
Example: Outdoor air temperature is expected to have a significant impact on the measurement boundary. Data will be collected as total monthly heating and cooling degree days (HDD and CDD) as reported by local weather station KATT. Historical degree day totals are available online and will be collected by EWC.

Non-routine adjustments (static factors)

List the factors that would impact the measured energy listed in the measurement boundary, but are not expected to occur during baseline or reporting periods. Identify the monitoring procedure to track these factors and the parties responsible for tracking and reporting deviation.
Example: Occupancy and space utilization across the measured building floor and labs is expected to remain constant during the baseline and reporting periods. Space utilization will be inventoried monthly based on space occupancy and purpose (office/classroom, occupied/unused). No classrooms or conference rooms exist on the floor, therefore class and meeting schedules will not be collected. Any major changes will be recorded by EWC.
Space temperatures set points and schedules are likewise expected to remain constant. These set points will be monitored monthly via the BAS by EWC, and any deviations recorded.
If minimum air change rate requirements are changed during either the baseline or reporting periods, EH&S will communicate when the changes occurred and what the previous and new air change requirements are.

Interactive Effects

List the effects to energy systems that are anticipated but are outside of the measurement boundary. Detail if these effects needs to be estimated, and if so, the estimation method used. Note: these effects are purely to communicate impacts to other systems and cannot be included as verified savings.
Example: Reduced air flow due to the new fume hoods is anticipated to reduce fan power and chilled water pumping power requirements. These reductions are considered insignificant relative to the primary measured variables. Chilled water pumping will be ignored. Several spot readings using a handheld ammeter of the AHU fans will be performed at several measured fan speeds. This data will be compared to trended fan speed data available in the BAS to estimate impact on fan power before and after fume hood replacement.

Basis of Adjustment

Report how savings will be determined. EWC will always report savings as "energy avoided" (rather than "normalized savings") as defined by IPMVP. Energy avoided will be represented by:
Avoided Energy Use = (Baseline Energy +/- Routine and Non-routine Adjustments matching reporting period conditions) - Reporting-Period Energy
Example: Energy savings will be reported as the measured baseline energy, using routine and non-routine adjustments to model an adjusted baseline matching conditions during the reporting period, minus the measured reporting period energy. For this ECM, the routine adjustment is outside air temperature, and non-routine adjustments include space occupancy, utilization, space temperature set point, and minimum air change requirements.

Analysis Procedure

Detail the analysis method to determine how baseline adjustments will be made for routine adjustments. Include statistical method (e.g. linear regression), accuracy (R ² and CV), model bias, and resulting adjustment factors (e.g. slope and intercept equation).
EWC considers the following accuracy values representative of "good" models: R ² > 0.75, CV < 0.06, bias <0.5%
For non-routine adjustments, include details above if available. If not readily predictable, establish method for resolution between all involved parties if non-routine adjustments become necessary.
Example: During the baseline period, HDD was found to relate to steam consumption using linear regression with the follows results:
Steam consumption (pounds) = 1,231 + (96 * HDD)
with R² = 0.83, CV = .033, model bias = 0.23%.
During the baseline period, CDD was found to relate to chilled water consumption using linear regression with the follows results:
Chilled water consumption (ton-hrs) = 453 + (185 * CDD)
with R² = 0.97, CV = .021, model bias = 0.12%.
If factors impacting non-routine adjustments are reported, EWC will meet initially meet with building occupants to further evaluate impact of the change. If possible, EWC will perform additional measurements to estimate impact and develop adjustment factors. If not possible, EWC will determine if the impact of the change can be considered negligible or not in evaluating ECM savings. EWC will them meet with stakeholders to and present all findings and come to an agreed upon approach to handling the effects of the non-routine adjustments.

Energy Prices

EWC utilizes UEM's fully burdened rates for all utilities. For methods of calculating cost avoidance, the monthly rates existing during the reporting period will be applied to both measured energy and adjusted baseline.

Meter Specifications

Detail the meters utilized at the measurement boundary. Include manufacturer, model, year installed, and all operating specs available (range, scale, accuracy, turndown, etc). If EQ tag is present, determine calibration and maintenance history.

Expected Accuracy

[Line out methods for calculating accuracy and acceptable limits]

Budget

Detail the time and materials required to perform M&V as detailed in this report. According to ASHRAE Guideline 14 and IPMVP Vol 1, these costs can be anticipated to be between 5% and 10% of total ECM cost.

Report Format

Resulting M&V report will follow EWC M&V Reporting Requirements at a minimum. Additional reporting, including presentations and training, will be discussed with stakeholders and outlined in the M&V plan.