1. S TANDARD P ROTOCOL FOR M EASUREMENT OF F AN AND C OOLING S AVINGS FROM C OMMERCIAL -S ECTOR P ACKAGED R OOFTOP HVAC U NITS Regional Technical Forum March 13, 2012

2. Vast Contributions to Get to This Point  Started 2004 - Five Phases of RTF work  Significant “Products” and “By-Products”  Much simplified measurement approach (standard protocol)  Better understanding of RTU systems & opportunities  Better understanding of measurement and sampling error  RTU power measurement data library  New Honeywell controller  Dozens of dedicated individuals

3. Issue: Highly Variable Savings by Site and by Program From BPA 2009

4. 4 Recent Steps to Get to Savings Methodology  Complete collecting & storing the 12-month data  Set up a functioning data repository with open access  Determine confidence in annual savings methodology  Savings too variable for a UES – Need Protocol  Understand the persistence of fan schedules  Examine rooftop metered temperatures vs NOAA site  Initial Calculator developed  Reliability of savings method analyzed & tested  Data block analysis 10, 15, 21, 28 days  Refined seasonal windows for pre & post measurements  Calculator improved, streamlined, user-friendly & dependable  Standard Protocol conformed to guidelines  CT versus True Power tested and rejected (for now)  Scope of applicability refined 2009-2011 Research Funded by BPA via Cadmus. Gets RTUG review & technical guidance. 2011-2012 Development by Coordinated RTF

5. RTU Subcommittee Involvement  RTUG Meetings –2011: January, August, December –2012: January, February, March  Protocol/Calculator Development Discussions (Contractors, RTF staff, subcommittee members) –December 7, 2011 –December 19 –January 31, 2012 –February 9 –February 16

6. RTU Subcommittee Members 67 Members (Bold members participated in two or more protocol deliberations): Alan Budman, Alan Mountjoy-Venning, Amy Patenaude, Anthony Hernandez, Bjorn Jensen, Bob Davis, Bruan Van Buskirk, Buck Taylor, Chris Helmers, Dale Gustavson, Dan Gaherty, Daniel Wilkinson, Danny Miller, Dave Baylon, Dave Robison, David Davis, Fred Gordon, Glenn Hensen, Graham Parker, Greta Zink, Jack Callahan, Jack Zeiger, Janice Peterson, Jeff Cole, Joe Schmutzler, John Palmer-Williams, Jon Linn, Jon Powell, Jonathan Wooley, Justin Sipe, Karen Des, Srinivas Katipamula, KC Spivey, Ken Keating, Kristin Heinmeier, Lauren Gage, Levi Westra, Marie McMahon, Mark Jerome, Marshall Hunt, Mike Kennedy, Mike Little, Mike Lubliner, Mira Vowles, Nick O'Neill, Paul Kyllo, Paul Needham, Peter Meyer, Jay Pilliod, Mark Rehley, Rob Penney, Erin Rowe, Sean Gouw, Shea Dibble, Sherry Hu, Stan Price, Judith Stasack, Danny Taasevigen, Tom Foley, Tom Leinhard, Will Miller, Will Price, Travis Reeder, Alan Fraser Contractors: (NBI, NorthWrite, Cadmus, PECI, SBW) Mark Cherniack, Howdy Reichmuth, Bill Koran, Josh Rushton, Reid Hart, Mike Baker RTF Staff: Charles Grist, Mark Kendall

7. Standard Protocol Sections  P URPOSE  D EFINITION OF K EY T ERMS  E LIGIBLE S YSTEMS AND M EASURES –Rooftop package systems with constant speed supply fan + constant or variable speed compressors –Split systems –Heat pumps in cooling/ventilation modes only –heating must be turned off  R EQUIRED C OMMISSIONING  S AMPLING P ROCEDURE -NA  S UNSET C RITERIA  R EQUIRED K NOWLEDGE AND S KILLS OF P RACTITIONER

8. Standard Protocol Sections-2  D ATA C OLLECTION R EQUIREMENTS  P ROVISIONAL D ATA C OLLECTION R EQUIREMENTS - NA  S AVINGS E STIMATION S TEPS  E STIMATE OF T YPICAL M EASUREMENT C OST  R ELATIONSHIP TO O THER P ROTOCOLS /G UIDELINES  U SER ’ S G UIDE T O T HE S AVINGS C ALCULATOR

9. Final RTU Protocol Issues Raised & Addressed-1  Test on multiple sites to better understand confidence interval –Annual use estimates typically plus/minus 5% –Savings estimates plus/minus 20% WHEN savings >25% of annual use  Confidence intervals are wide at the individual unit level  Unit precision levels are low, but can have confidence in program wide savings  Limits of the protocol are stated with eligible measures identified and in field measurement timing  Calculator metrics for measurement error: –R-squared and data range checks

10. RTU Protocol Confidence Limits Limited Sites Confidence limits are normalized relative to annual energy Confidence limits highest for metering periods starting in late June to mid-July Confidence limits of +- 5% are achieved with metering periods starting in late May and early August

11. RTU Measure Savings Confidence RTF Policy Considerations  Guidelines call for 80% of cases to be +- 20%  RTU confidence in pre- and post- are 5% of the annual use  The effect of the 5% error on the savings is greater than 5% example: 5% error applied to savings of 50% of annual = 10% error relative to the savings  When savings between pre and post are small Guidelines standard may not be met  Need consideration for small savings measures

12. Final RTU Protocol Issues Raised & Addressed-2  Pre & Post measurement scheduling: –Can we do Pre- in August and Post- in May? o Yes, but additional effort required ~50% cost--need to fully document set points/schedules and either leave monitoring on all winter or take off/put on –Can we do week-on/week-off testing? o Yes, better way to test only for measures that can be turned on/off. Few measures: controls-related/economizer; added labor costs  Eligible system/measures included, but not specifically tested –split system –variable speed compressor –Demand Control Ventilation (depends on fan cycling/VSD)

13. Final RTU Protocol Issues Raised & Addressed-3  System & Measure Exclusions—potential for ‘Provisional’ Protocol –VSD supply fan, variable refrigerant flow –Heat pump heating is in development, not yet ready for Provisional Protocol, Savings Calculator cannot yet handle  Hone & specify Protocol measurements: See Protocol Section 8  Develop Savings Calculator steps: See Protocol Section 10  Cost to implement the protocol revised: See Protocol Section 11

14. Annualized Energy Use / Savings Calculator  Working toward 3 rd -party review of Protocol and Calculator by PNNL  Statistics package is of value—needs funding –Regression stats development –Annualization stats development –Stats in Calculator output –Charts of residuals/confidence intervals –Chart for annualization uncertainty

15. Other Issues of Note  Costs to implement the measurement protocol are not fixed, cost estimates based on mature program and lessons learned  Savings Calculator is for a single unit verification; not for program evaluation  When are savings too small to detect? –Depends on measures applied to the RTU –Alternate (lower cost) calculation options: changing fan schedule during non-cooling hours--don’t need the Savings Calculator to estimate savings, just multiply fan watts x time  Protocols and calculators need ongoing, variable RTF support –Need to add to 2013 work plan & budget –Savings Calculator statistics package development

16. Program Evaluation Metering Sample Size Sample sizes to achieve an 80% confidence > 20% precision measurement for evaluating energy savings from similar programs on similar sites Sample sizes are not directly related to the per unit savings protocol and Savings Calculator

17. RTUG Committee Recommendation  RTUG is being polled for support and any final comments on the proposed Standard Protocol  Will report results to RTF

18. Proposed RTF Motion  The RTF approves the Rooftop Unit Standard Protocol for active status  Provisional Protocol to be developed for future RTF consideration