Annual ReportingWorking Group Update

Lia Webster, Nexant

New Orleans M&V Summit

May 2003

M&V Summit May 2003

Annual Reporting Working Group Working Group

formed in June 2002 Goal: Develop a

standard format for annual M&V reports

Drafted: Annual Report Template

TEAM MEMBERS:

Ron Araujo, Select Energy

Michael Cross, Air Force

Mark Halverson, PNNL 

Satish Kumar, LBNL

Lia Webster, Nexant, Inc. 

Dale Sartor, LBNL

Mark Stetz, Nexant

Scott Judson, Noresco

Venkat Kumar, JCI

M&V Summit May 2003

Current IDIQ Requirements for M&V Reporting (C.4.2)

M&V reports – Annual is minimum frequency– Provide evidence that continued ECM

performance achieves the guaranteed cost savings

– Contents: ECM performance measurements, calculations, & adjustments to baseline

M&V Summit May 2003

Key issues in M&V reporting: M&V report should have enough context to

make sense alone Access to background information is critical:

– Delivery Order (ECM descriptions, M&V plan, cost schedules), acceptance documentation, commissioning materials, post-installation M&V report, contract modifications

Verification of O&M - per IDIQ section C.6 - C.8, especially C.7.4 – included ESCO verification of government's

maintenance and operations procedures

M&V Summit May 2003

Annual Report – Draft Outline

I. Executive Summary

II. Summary of Contractor Payments

III. Details for each ECM

M&V Summit May 2003

I. Executive Summary

1) Brief project / ECM description

2) Summary of Savingsa) Guaranteed & verified savings for project (in

energy units, energy cost, O&M)

b) Verified Savings by ECM

c) % Saved by Utility (optional)

3) Summary of savings adjustments, if needed

4) Summary of O&M Activities

5) Issues Identified

M&V Summit May 2003

II. Summary of Contractor Payments

Payment schedule for contract period– Actual payments made to date– Scheduled future payments

M&V Summit May 2003

III. Details for each ECM

1) Overview of ECM

2) Overview of M&V Plana) Intent of M&V Plan

b) Equations used

c) Stipulated values used

d) Changes from Post-install report

M&V Summit May 2003

III. Details for each ECM (cont.)3) Measurements & Inspections

i. Measurement equipment usedii. Equipment calibration documentationiii. Dates/times of data collection or inspection, names of

personnel, and documentation of government witnessingiv. Details to confirm adherence to sampling planv. All measured values (use Appendix if necessary)vi. How have performance criteria been met?vii. Detail any performance deficiencies that need to be

addressed by ESCO or Governmentviii. Note impact of performance deficiencies on generation

of savings

M&V Summit May 2003

III. Details for each ECM (cont.)

4) Details of O&M Savings, if applicable

a) Source of savings

b) Verification activities

5) Details of Other Savings, if applicablea) Source of savings

b) Verification activities

M&V Summit May 2003

III. Details for each ECM (cont.)

6) O&M Activitiesa) Have operating requirements been met?

i. Who is responsible for equipment operations?

ii. Have required operating procedures been met?

iii. Detail any deficiencies needed to be addressed by ESCO or Government

iv. Note impact of operating deficiencies on generation of savings

M&V Summit May 2003

6) O&M Activities - Cont.b) Have maintenance requirements been met?

i. Who was responsible for performing maintenance

ii. Verification of scheduled maintenance items completed by ESCO or Government

iii. Verification of unscheduled maintenance activities conducted this period by ESCO or Government

iv. Detail any deficiencies needed to be addressed by ESCO or Government

v. Note impact of maintenance deficiencies on generation of savings Impact of current O&M on capacity to save

M&V Summit May 2003

III. Details for each ECM (cont.)7) Utility rate(s) used in calculations

a) Actual utility rates at site for same period (optional)

8) Technical details

a) Analysis Methodology – describe any data manipulation or analysis that was conducted prior to applying savings calculations

b) Details of any adjustments made

c) Verified savings for measure

9) Other Comments

M&V Summit May 2003

Next Steps…. Select Energy Services to use annual

template on upcoming project– Example project report presented at next

M&V Summit Comments from M&V team Include template in DO RFP Possible inclusion in next revision of IDIQ