1 RTUG Project Management Contract Expansion And RTF 2010 Work Plan Budget Adjustments RTF March 2, 2010

2 Goal Today Direction on Scope of Work & Deliverables Decision on funding additional project management & research (Phase 4)

3 Refresher: Phase 3 Monitored data on 174 units in 2009 Promising results & savings methodology –Presented November 2009 –Further analysis & development needed for Savings Methodology, calculator or deemed savings: Annual metering results Specifications & protocol Half dozen other issues to resolve with additional research Out of funding for RTUG project management

4 January 2010 RTUG endorsed continuation of the project management by New Buildings Institute (NBI) –Valuable regional cooperative effort –Sole source basis subject to review of scope Last RTF Meeting –Preliminary cost estimate Phase 4 >$80K for project & technical management –Raised issue of how to determine going forward Will it fit in budget? What other projects might come before RTF? How to decide in uncertain future?

5 Since Last RTF Meeting NBI solicited & assembled next-step research –Polled key RTUG participants for ideas –Developed research & analytical path Draft scope for Phase 4 circulated to the RTUG for comment –Project management & coordination –Research & analytical scope based on comments BPA questioning cost-effectiveness –Costs high, unknown persistence

6 Where to from here?

7 Next Steps to Get to Savings Methodology 1.Complete collecting & storing the 12-month data 2.Determine confidence in annual savings methodology 3.Further assessment of data: Baseline & treatment conditions, persistence of fan schedules, annual fan power & duty cycle, negative savings, isolate refrig & air flow conditions, TMY vs site temps, service tech interviews 4.Develop scope & budget for extending to 36-month monitor 5.Establish functioning data repository with open access Direct Research Funded by BPA via Cadmus. Needs RTUG review & technical guidance. Unfunded Project Management.

8 Revised Scope of Work Phase 4 Management ($27K) Management, Communications & Reporting –3 RTUG & 3 RTF meetings over 9 months 75 hours –Facilitate regional service & field measurement protocols, encourage added M&V & sampling 75 hours –Communicate & collaborate with other regions 30 hours –Meeting minutes, reports, presentations, final report

9 Revised Scope of Work Phase 4 Technical ($21K) –Review results of analysis by BPA/Cadmus, synthesize for discussion at RTUG & presentation to RTF Develop the complete savings methodology for proposal to the RTF 70 hours –Phase 1 database development assistance 10 hours –Develop elements of strategic plan for RTU next steps Service vs early replacement, incorporate DCV/Premium Ventilation, VSD/ECM motors, fan upgrade, FDD, Evap Hybrid RTU, Advanced RTU, digital economizer control, other Emerging Tech Internet-enabled T-Stats, lower-cost monitoring, whole-building approach to monitoring, 75 hours

10 Summary of Critical Path Costs Unfunded Management NBI Project Management$27K NBI Technical Management$21K NBI Admin & Direct$ 4K NBI Total$52K

11 Summary of Potential Additional RTU Research Costs Unfunded Potential Direct Research Reconcile measured results & simulation modeling. Develop simulation tools (DOE2/eQUEST) that reflect measured results from study $20K-$50K Expected Value Premium Ventilation Analysis$15K-35K Extended RTU DDC Sequences & Testing$15K Inverse modeling approach vs 2-week pre-post? Extending long-term monitoring to 36 months or longer ? Test of RTU control Internet performance monitoring $100K Co-funding ASHRAE 1608 RTAR$20K ?

12 So Where’s the Money?

13 Budget Snap Shot – March 2010

14 Issues About $175K budget for “unidentified incoming” for the remainder 2010 How much of that for RTUG Phase 4? What other unidentified incoming will show up? Where to get any remainder for RTUG? –Solicit direct contributions –Find a sugar daddy –Cut the RTUG phase 4 scope & budget

15 Proposal Allocate $52K of “Available” to RTUG Phase 4 Scope –Sole source to NBI –Final scope to RTF staff working with RTUG Decide later on RTF support for further RTUG work (2011) or find other funders Leaves $120K for remainder of 2010 for other incoming projects