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Regional EM&V Forum November 2, 2009 NAESB DSM/EE Subcommittee Meeting Baltimore, Maryland Julie Michals, Regional EM&V Forum Director Northeast Energy.

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Presentation on theme: "Regional EM&V Forum November 2, 2009 NAESB DSM/EE Subcommittee Meeting Baltimore, Maryland Julie Michals, Regional EM&V Forum Director Northeast Energy."— Presentation transcript:

1 Regional EM&V Forum November 2, 2009 NAESB DSM/EE Subcommittee Meeting Baltimore, Maryland Julie Michals, Regional EM&V Forum Director Northeast Energy Efficiency Partnerships, Inc.

2 Overview 1.Who is NEEP? 2.Regional EM&V Forum background Forum Projects/Activities 4.Potentially relevant Forum projects to NAESB EE M&V effort – how best to coordinate? 1

3 NORTHEAST ENERGY EFFICIENCY PARTNERSHIPS “Facilitating partnerships to advance the efficient use of energy“ Regional non-profit since 1996 APPROACH Overcome barriers to efficiency through strategic regional collaboration of public policies and programs 2 MISSION Promote the efficient use of energy in homes, buildings and industry in the Northeast U.S. PRIMARY AUDIENCES State policy makers Efficiency program administrators

4 Regional EM&V Forum - Background New England M&V – NEEP facilitated state coordination into ISO-NE development of FCM DR M&V manual ( ) Resolutions passed by New England Conference of Public Utility Commission (NECPUC) and Mid-Atlantic Conference of Public Utility Commissions (MACRUC) supporting a regional EM&V forum (2008) Seed funding (3-year plan and setting up operations) – US DOE, US EPA, NYSERDA, Energy Foundation, CSG Steering Committee convened (July ‘08) of PUC commissioners from 11 jurisdictions plus air regulatory representation New England states, NY, NJ, MD, DE and DC (PA?) Revenues: states (based on SC approved cost allocation framework); grants (US DOE, US EPA), and subscribers 3

5 Regional EM&V Forum – Background cont project agenda/budget adopted = $2.2 million Forum projects and activities:  Protocol Development  Research & Evaluation  Education & Information Access Several major 3 rd party contracted projects underway, mix of protocol development and joint R&E Funding confirmation from all 11 jurisdictions not fully obtained until June/July 2009  projects kicked off 4

6 5 EM&V Forum Organizational Structure

7 Protocol Development – 2009 Projects Purpose of Projects: to develop common/consistent protocols or guidelines for estimating and reporting energy efficiency savings, costs and emission impacts A1: Glossary of Terms & Definitions Product: Commonly used EM&V terms (electric and gas) for both utility and air regulatory purposes Timeframe: Adopted by Steering Committee March 2009 A2: Develop Common EM&V Methods and Savings Assumptions (* more on this later) Product: EM&V Methods Guidelines, Comparison of Savings Assumptions for Priority Measures/Program Types Timeframe: Project underway, to be completed by end of

8 Protocol Development Projects cont. A3: Develop Common EE Reporting Guidelines Product: Recommend guidelines for reporting EE savings, costs and emission impacts Timeframe: Sept 2009 – March 2010 A4: Common M&V Standards in Wholesale Markets Product: Provide coordinated input/comments on ISO-NE and PJM and NAESB EE M&V related issues Timeframe: on-going A5: Develop Common Electric/Gas EE Savings Assumptions Product: Common EE savings and assumptions document Participating States: Maryland, Delaware, District of Columbia Timeframe: Sept April

9 Research & Evaluation – 2009 Projects Purpose of Projects: to conduct joint R&E studies that result in development of common or consistent savings/input assumptions for projects of mutual interest that leverage resources for expensive studies across multiple states B1: Loadshape Study Purpose: to identify/develop loadshape data to meet range of policy and market needs (e.g., capacity market, SIP/ozone attainment) Phase 1: Catalog of existing/secondary loadshape data resources. Project completed Sept Results provide: » Inventory of existing loadshape data in US and Canada » Assessment of ability to leverage existing data for energy efficiency programs, capacity markets, and air regulators » Recommended approaches to meeting future data needs See Phase 2: Primary research on priority measures – Commercial and Res Lighting, and Unitary HVAC Timeframe: Phase 2 – RFPs in development, completion in Q2-Q

10 Research & Evaluation – 2009 Projects cont. B2: Commercial Lighting Measure Life/Persistence Purpose: to develop estimates of C/I lighting measure persistence and measure life based on secondary sources and on-site surveys Timeframe: study underway, first phase of study to be completed Q4 2009, may extend to Q B3.1: Net Savings White Paper Purpose: To lay groundwork for future development of regionally consistent definitions and measurement approaches for net savings by documenting issues/challenges associated with existing approaches and proposing options/recommendations for next steps. Timeframe: Begins Q4 2009, completion in Q B3.2: Impact of EE Programs on Advancing Codes & Standards Purpose: To lay groundwork for estimating savings associated with improvements to building energy codes and standards. Timeframe: Begins early 2010, completion in Q

11 Education & Information Access Activities Info Access and Confidentiality Policy: To address accessibility to Forum products and materials, and protection of confidential information. Policy reflected in public nature of Forum materials, standard documents in RFPs, 3 rd party contracts, and Forum website EM&V Library: Under development, will provide ready, web-based access to information about state, regional and national level EM&V resources and data (e.g. studies, reports, projects, contacts), Fall 2009 Forum Website: Key vehicle for all Forum communications. New Forum website launched in October 2009 Forum Communications Plan: Forum outreach activities to ensure Forum products are understood and ultimately implemented/used in Forum states 10

12 Forum Projects Potentially Useful for NAESB  A1 – Glossary of Terms & Acronyms - evolving document  A2 – Common EM&V Methods Guidelines  Part A: Research existing EM&V practice for priority program types/technologies/measures: Recommend methods to estimate a) preliminary savings for planning purposes; b) gross evaluated energy and demand savings; c) net savings; and approaches to determine d) baselines; e) measure persistence; and f) levels of savings rigor or uncertainty. Interviews with Forum states, CA, OR, Canada, IPMVP, ASHRAE, ISO/RTOs  Part B: Review savings/input assumptions for priority measures (TRMs or equivalents) and identify if/where greater consistency may be warranted 11

13 Forum Project A2 – Common EM&V Methods cont.  $250,000 project - KEMA is contractor  Project Schedule Interviews/research -underway Draft Deliverables - early Dec Final Report/Guidelines - late Dec/early Jan  Criteria used to select priority program types/measures: 1)Magnitude of savings (i.e., relative significance of the energy/demand savings); 2)Suitability (i.e., are there likely to be well-defined algorithms, assumptions, etc); and 3)Savings complexity/diversity and benefit of a common, regional approach (e.g., non-lighting categories where a broad spectrum of methods and assumptions exist) 12

14 A2: Develop EM&V Methods Guidelines and Survey Priority Measures (Parts A and B) project to develop/recommend EM&V methods and savings assumptions for emerging technologies (e.g., LEDs, ductless mini- splits, consumer electronics, super-insulation)

15 2010 Forum Project Agenda & Budget - Summary Mix of Protocol Development, Research & Evaluation projects Projects are either new or “supplemental” to 2009 projects:  Methods to Calculate Net Savings (or 2011?)  EM&V Methods for Emerging Technologies  Guidelines for Incorporating EE into System Planning  Develop Incremental Cost Assumptions  Loadshape research – continued  Measure Persistence research - continued  Natural Gas R&E Project agenda and $2.35 million budget adopted by Steering Committee in late October, with state interest largely confirmed but further discussion on certain project scopes Next steps – convene project subcommittees, develop full project scopes, obtain funding commitments 14

16 EM&V Issues, Challenges, Successes 15 Untangling spaghetti for different needs, interests… Importance of coordination across regions and between regions and national efforts

17 THANK YOU For more information: Julie Michals, Elizabeth Titus, Northeast Energy Efficiency Partnerships 5 Militia Drive Lexington, MA P:


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