Non-Res Lighting Subcommittee Retrofit Lighting Standard Protocol Review 04/03/14

Reminders C&I Lighting: Large Producer of Savings (40%) Proposed Status: Provisional Much Progress at Subcommittee Remaining Issues – Hours of Use Test candidate simplified method to estimate (i.e. interview) – Controls Baseline and efficient case methods to estimate – Fixture Wattage – Collection of Provisional Data – Development of Research Plan

What has happened since October? Incorporated comments from October subcommittee meeting into protocol Started on provisional data section and accompanying research plan Developed excel-based interview guide for proving out HOU data – To be used in BPA evaluation to test simplest reliable method

Agenda Review HOU interview guide (45 min) Review Provisional Data Collection section in Protocol (30 min) Review Research Plan (15 min) Provide feedback on content for refinement

HOU Interview Guide Developed in Excel to streamline calculations and data entry Seeks to prove out simplified method 2 ways – Collecting project level HOU data – Collecting space level HOU data Results will be compared to metered data – Will help inform what level of interviewing is necessary for proven protocol

Interview Guide – Project Level HOU

Interview Guide – Space Level HOU

Interview Guide – Controls Savings Only basic controls questions currently – Syncing up with BPA evaluation efforts Will expand to encompass Protocol requirements for controls by space Interview data will be used with metered data to generate Controls Savings Fractions Table

Questions that came to mind Q: Do you conduct HOU interview separately from site audit? – A: Intent is to have them occur at the same time to minimize effort Q: Is the Interview Guide paper based or electronic? – A: Electronic would be easiest for projects with multiple space types. For simple projects (one space, or <5 spaces) paper printouts might also work fine Q: What needs to be done pre and post? – A: HOU interview should be done concurrently with site audit during pre period. Controls savings based off site audit form (ex. lighting calculators). Logging pre & post during provisional phase Q: Who should be asked about HOU during site visit? – A: Protocol states someone “…knowledgeable of lighting HOU at the site.” Essentially left up to practitioner to decide who that is.

Questions that came to mind Q: What if metered data doesn’t match HOU interview data? – A: Need to determine another candidate simplified method. Important to get interview questions correct during provisional phase. Q: Why not just use EMS to do pre/post logging? Why the need for metered light output and controls on individual systems? – A: Aggregate savings are fine for a custom measure, but for a simplified approach you need to take into account site variance – all will not have an EMS and intent is to allow for no on-site metering once protocol is proven Q: What happens after provisional phase? – A: Analyze results that ideally prove out candidate simplest reliable method (i.e. interview for HOU, use CSF table for controls) – Revise interview method if necessary based off results – Proven protocol only requires metering on a sample* of projects going forward * Sample size likely determined by program evaluator

Homework Find intern or under-worked employee not intimately familiar with lighting programs Have them read protocol and answer these questions (and provide feedback): 1.Is it clear what data needs to be collected on- site? 2.Is it clear what data needs to be collected only in the provisional phase? 3.Are the definitions clear throughout the document?

BACKGROUND INFO Material covered during October 2013 subcommittee meeting

Key Definitions Space Use Type (SUT) For retrofits, SUT is used to define a space inside/outside the building with a specific use and occupancy hours of use (HOU occ ) – SUT is linked to LPA requirements for installations governed by code Lighting System Combination of fixtures associated with a single control type within each SUT – Takes into account individual controls effects on different fixtures (Ex. daylight sensors vs. manual switch in same space) – Many fixtures within a SUT can be considered a single lighting system if they have the same control types (i.e. multiple occ sensors in open office) Lighting calculator requires line item entry of fixtures and controls, (i.e. a system) with a SUT and HOU occ for each lighting system Project Sum of all SUT’s and their lighting systems is considered the project – HVAC IF based on primary equipment used to condition entire project

PROJECT Lighting System SUT Lighting System Lighting System* *If HOU occ are the same for all fixtures/controls. Lighting systems cannot cross a SUT. SUT

Example Space Data Collection Baseline data collection – Identify a SUT based on HOU occ and use of the space – Identify each lighting system within a SUT A lighting system is associated with a particular control type These lighting systems all occur within the same SUT therefore HOU occ should be the same – Note: Lighting systems cannot cross SUT – Eventually determine controlled HOU for each lighting system Apply CSF and results of site interview Fixture Type Fixture Quantity Lamps/ fixture Wattage/ lamp Ballast Type Total Wattage SUTHOU occ Control Type Downlight5160N/A300 Conference room 4.0Manual Switch Sconce2140N/A80 Conference room 4.0Daylight Sensor Counter Light 21100N/A200 Conference room 4.0Manual Switch Gathered by interview

Example Space Data Collection Determine baseline power of each lighting system CSF is used to apply an adjustment to HOU occ for each lighting system – Interview answers used to roll up to annual savings Fixture Type Fixture Quantity Lamps/ fixture Wattage / lamp Ballast Type Total Wattage SUTHOU occ Control TypeCSFHOU base Daily kWh consumption Downlight5160N/A300 Conference room 4.0Manual Switch0% Sconce2140N/A80 Conference room 4.0Daylight Sensor40% Counter Light 21100N/A200 Conference room 4.0Manual Switch0% Total:2.19 Calculator does this based on inputs

Example Space Data Collection Efficient Case Data Collection & Consumption – Utilize same SUT boundaries when applicable Note: Major change in SUTs means retrofit protocol N/A – Same method as baseline for fixture count, quantity, etc. for each control type within a lighting system – Calculator can determine savings allocation Controls savings vs. wattage reduction savings Fixture Type Fixture Quantity Lamps/ fixture Wattage/ lamp Ballast Factor Total Wattage SUTHOU occ Control Type CSFHOU ee Daily kWh consumption HPT86228 Low (0.85) 286 Conference room 4.0 Occupancy & Daylight Sensor 40% Total:0.46

Where things will get tricky Some controls affect both wattage and HOU – Ex. Combo daylight/occ sensor Would need to define consumption and HOU at each power level – Can we do so accurately with an interview guide? HOU required for each space (SUT) – Some programs do this for whole building only Plan to use interview guide to test whole building occupancy schedule to individual SUT schedules for possible simplification in the future

Interview Guide Need to link answers from interview guide to savings calculation components – i.e. if practitioner asks a question, the answer needs to be used for something Limit interview guide to only questions that are needed to inform HOU-related estimates – Includes space HOU and controls-related HOU Ex. combo daylight/occ sensor HOU reduction

Interview Guide Need to determine if the guide asks the correct questions to get answers needed for savings estimation – Can we remove some? Or refine them to get at a more reliable answer? Understand that programs might use their own interview guide to streamline process in field. – i.e. Developing an electronic guide would allow for flexibility with many SUTs

Provisional Data Needs – Next step Need to collect provisional data to prove the Simplest Reliable Method is reliable compared to a best practice approach We don’t appear to have reliable data on: – HOU estimates – Controls Savings Fractions – Fixture wattages? Recent data suggests manufacturer rating may not be reliable Large number of possibilities given various control types and SUTs – 150+ possibilities just using current list of options

Comparison of Methods Simplest Reliable MethodBest Practice Method HOU Interview to obtain HOU by SUT Meter non-controlled fixtures to derive HOU based on occupancy Controls Savings Fraction Use default table of values for each control type Meter systems on individual controls to obtain % reduction Fixture Wattage Use manufacturer rating Meter fixtures to obtain in-situ rating compared to manufacturer rating* Need to collect provisionally * Prior best practice was to use manufacturer’s default lamp/fixture rating