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AEP - C3 - Week 2 Slides

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    CERTIFICATE PROGRAM

    Developed by:

    With generous support from:

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    MANAGING TO PERFORMANCE TARGETS:

    PART 2

    WEEK 2

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    WEEK 2: LEARNING OBJECTIVES

    Comprehend the major goals and methods of performance assurance in the

    energy field, and appreciate the relationship between performance

    assurance and effective energy management.

    Develop a comprehensive Energy Management Program based on familiarity

    with the range of approaches and technologies

    Demonstrate an understanding of metering, measurement and performance

    data

    Maximize the opportunities made possible by modern control systems, data

    harvesting and monitoring

    Understand how to implement Active Energy Management strategies,remedial actions for buildings that do not meet performance targets

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    WEEK 2: READINGS

    Required Readings:

    1. The Energy Management Handbook , Chapter 2: Effective Energy

    Management 

    2. CUNY BPL Building Performance Toolkit (website)

    3. Monitoring, Targeting and Reporting: A Pathway to ContinuousImprovement in Energy Management . Wallace/Greenwald

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    PERFORMANCE ASSURANCE

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    DEVELOPING AN ENERGY BUDGET

    Statistical manipulation of historical data

    How much energy has been used over an observed period?

    How does a given year’s usage compare to a typical period?

    Caveat: Without additional context, historical data cannot provide

    much insight into the meaning of past usage.

    Engineering models

    Models can be used to develop thorough energy balance

    calculations that overcome the lack of detail from historical data.

    The combination of historical data and present use models can helpto determine the amount of energy that will be required, and

    where savings may be achieved.

    Source: Patrick Crittenden, University of Technology, Sydney.

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    MEASURING ENERGY SAVINGS

    The key metric of energy efficiency programs is energy savings.

    Savings can’t be directly measured; they represent the absence of energy use.

    Instead, we estimate the impact of energy efficiency measures by comparing

    energy use and demand before and after implementation of an energy

    efficiency program, making adjustments for changes in conditions.

    If other factors cannot explain any energy savings, then the lowered demand

    is after implementation is presumably due to success of the energy efficiency

    measures.

    Source: “Model Energy Efficiency Program Impact Evaluation Guide,” US Environmental Protection Agency.

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    SOURCES OF ENERGY-USE INFORMATION

    Energy bills

    Basic meter readings

    Special meters that isolate an ECM,

    a particular piece of equipment, or

    a portion of a facility

    Measurement of proven proxies

    (e.g., ratio of fuel used to work

    done, etc.)

    Computer simulations

    Can you think of any others?

    Analog Home Electricity Meter.

    (Source: Wikimedia Commons)

    Source: Patrick Crittenden, University of Technology, Sydney.

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    ENERGY ACCOUNTING

    Equation

    Energy Savings = (Baseline Energy – Reporting-Period Energy) ±

    Routine Adjustments ± Non-Routine Adjustments

    Factors

    a) Reporting Period Energy Use – Actual energy consumption

    after program is implemented.

    b) Baseline Energy Use – Consumption estimated to have

    occurred before program was implemented; chosen to represent

    normal operations; BAU energy use.

    c) Adjustments – Account for external factors, such as weather,

    occupancy and operating hours

    Source: Patrick Crittenden, University of Technology, Sydney.

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    ENERGY ACCOUNTING FACTORS:

    BASELINE PERIOD

    Baseline: Consumption to have occurred before energy efficiency

    measure was implemented.

    The data used should:

    Represent all operating modes of facility

    Span a full operating cycle, from maximum to minimum energy use(e.g., a full year, one month, one week)

    Include only time periods for which all fixed and variable energy-

    governing facts are known about the facility

    Coincide with period immediately before commitment to undertake

    retrofit, to provide a proper baseline for measuring effects

    Source: Patrick Crittenden, University of Technology, Sydney.

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    Reporting Period: Consumption occurring in an equivalent period,

    after energy efficiency program has been implemented.

    The data used should:

    Span a full operating cycle, from maximum to minimum energy

    use

    Be sure to include all fixed and variable energy-governing factsthat are known about the facility

    Coincide with the period just after commitment to changes, in

    order to provide a proper baseline for measuring effects

    Consider the life of the ECM and the likelihood of degradation over

    time of originally achieved savings

    Source: Patrick Crittenden, University of Technology, Sydney.

    ENERGY ACCOUNTING FACTORS:

    REPORTING PERIOD

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    Routine adjustments

    Factors expected to vary during a typical reporting period

    Weather

    Production volume

    Operating Hours

    Non-routine adjustments

    Factors that may or may not vary (but which must be monitored for

    variations/changes throughout reporting period)

    Facility size

    Design and operation of installed equipment 

    Number of occupants

    Source: Patrick Crittenden, University of Technology, Sydney.

    ENERGY ACCOUNTING FACTORS:

     ADJUSTMENTS

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    TYPES OF SAVINGS: AVOIDED ENERGY USE

     Avoided energy use (or avoided costs)

    Savings in reporting period, relative to expected energy use

    without the enacted energy conservation measures.

    Degree depends on operating conditions during Reporting Period

    Can not be directly compared with savings predicted under

    baseline-period conditions

    Equation

    Avoided Energy Use (or Savings) = (Adjusted-Baseline Energy –

    Reporting-Period Energy) ± Non-Routine Adjustments of Baseline

    Energy to Reporting Period Conditions

    Source: Patrick Crittenden, University of Technology, Sydney.

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    TYPES OF SAVINGS: NORMALIZED SAVINGS

    Normalized Savings Not affected by reporting-period conditions

    Fixed set of conditions is established once and doesn’t change

    May be directly compared with savings predicted under same

    conditions

    Reported after a full cycle of Reporting Period use

    Conditions other than those of reporting period may be used as the

    basis for adjustment (e.g., conditions of baseline period, other

    arbitrary period, or an average or “normal” set of conditions)

    Equation Normalized Savings = (Baseline Energy ± Routine Adjustments ± Non-

    Routine Adjustments) – (Reporting-Period Energy ± Routine

    Adjustments ± Non-Routine Adjustments)

    Source: Patrick Crittenden, University of Technology, Sydney.

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    WHAT IS COMMISSIONING?

    “Existing building commissioning, or retrocommissioning, applies a

    systematic process for improving and optimizing a building’s operations

    and supporting those improvements with enhanced documentation andoperator training.”

    - Building Commissioning Association

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    WHY COMMISSION

    NEW BUILDING SYSTEM PROJECTS?

    Commissioning new systems helps ensure that they will:

    Meet energy efficiency goals

    Meet operational requirements

    Provide reliability, functionality, and durability

    Operate as intended

    Meet any additional requisite specifications

    Seven World Trade Center, NYC.(Source: Wikimedia Commons)

    Source:

    http://www1.eere.energy.gov/femp/pdfs/

    commissioning_fed_facilities.pdf , p. 6

    http://www1.eere.energy.gov/femp/pdfs/commissioning_fed_facilities.pdfhttp://www1.eere.energy.gov/femp/pdfs/commissioning_fed_facilities.pdfhttp://www1.eere.energy.gov/femp/pdfs/commissioning_fed_facilities.pdfhttp://www1.eere.energy.gov/femp/pdfs/commissioning_fed_facilities.pdf

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    DEFINING KEY PERFORMANCE INDICATORS

    Key Performance Indicators (KPIs) – Goals in the energy management planare converted into key performance indicators (KPIs) to be measured and

    tracked.

    Appropriate KPIs:

    1. Are defined well in advance of any data collection

    • Must determine the scope of data collection activities

    2. Provide the foundation required to determine which data to collect,

    how often to collect it, and how to present it.

    3. Must support assumptions that are carefully stated to clarify

    exactly what is going to be measured.

    4. Can be expanded into levels of additional detail to help understand

    the driving behavior of the defined performance metric.

    To determine which measurement details to highlight:

    Understand the underlying drivers of the performance metric

    Know which details will give energy mangers the information they need to

    correct deviations from target goals

    Source: Patrick Crittenden, University of Technology, Sydney.

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    DATA COLLECTION: SCOPE

    Data collection systems should be designed to capture just the right

    amount of data required (not too much, not too little) to accomplish one’s

    primary goals. Adding extraneous measurements “just in case they’re

    needed” usually just leads to unnecessary cost and effort.

    T.M.I.?

    (Photo: Tom Ventura, via Wikimedia Commons.)

    Source: Patrick Crittenden, University of Technology, Sydney.

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    DATA COLLECTION: TYPES OF DATA

    Two major types of data:

    • Static Data, such as facility floor space and equipment ratings, is

    inherently consistent. It is often collected as part of an initial

    energy audit and typically used to normalize measurements for

    benchmark comparisons.

    • Dynamic Data, such as energy consumption and externaltemperature, is inherently changing. It needs to be collected at

    regular intervals and processed to generate the desired

    performance metrics.

    Source: Patrick Crittenden, University of Technology, Sydney.

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    • Potential Data Sources

    • Energy consumption from:

    • Energy bills

    • “Shadow” metering

    • Sub-meters

    Existing automation systems

    • Temperature Data from:

    • Publications

    • Live, online sources

    • Local measurements

    Existing automation systems

    Image adapted from work by Ranjithsiji,

    via Wikimedia Commons.

    DATA COLLECTION: POTENTIAL SOURCES

    Source: Patrick Crittenden, University of Technology, Sydney.

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    BASIC MODELING

    Basic models:

    1. Critical step in constructing the Key Performance Indicators

    (KPIs)

    • KPIs signal the impact of Energy Conservation Measures (ECMs).

    2. Requires accurately intuiting relationships between energy

    consumption data and certain variables (e.g., occupancy rates,temperatures) to isolate the factors that are the primary drivers

    of consumption; then testing those hypotheses.

    3. The approach is typically comprised of the following steps:

    A. The researcher selects a baseline period and identifies a primary

    driver by analyzing historical data

    B. A baseline model of energy vs. the primary driver is created and

    tested.

    C. A correlation is sought between energy and driver usage

    D. ECMs are applied to the driver activity, and one or more target

    models are created to track the resulting energy performance

    Source: Patrick Crittenden, University of Technology, Sydney.

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    2. ENERGY MONITORING,TARGETING, & REPORTING

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    ENERGY M.T.&R.: KEY ACTIVITIES

    Energy Monitoring

    Involves the collection and analysis energy use data.

    Targeting

    Requires identifying and defining energy consumption goals.

    Reporting

    Consists of sharing information in ways that enable:

    • Ongoing management of energy use

    • Achievement of reduction targets

    • Verification of cost and energy savings

    Source: Patrick Crittenden, University of Technology, Sydney.

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    WHY ESTABLISH MT&R PROCEDURES?

    Analyze historical energy performance

    Set energy reduction targets

    Control current energy performance

    Project future energy budgets

    Wind Farm. (Source: Jurgen, via Wikimedia Commons)

    Source: Patrick Crittenden, University of Technology, Sydney.

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    WHAT ARE THE OBJECTIVES OF MT&R?

    Improved budgeting and

    forecasting

    Improved product/service costing

    Tracking and verification of energy

    efficiency retrofits

    Opportunities for improved O&M

    practices

    Chronograph. (Source: Rama, via Wikimedia Commons)

    Source: Patrick Crittenden, University of Technology, Sydney.

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    WHAT FACTORS ARE INVOLVED IN

    ENERGY MT&R?

    1. Cumulative sum of difference analysis (CUSUM)

    • Statistical technique that is the cornerstone of MT&R; analysis ofthe variance between energy consumption predicted by anenergy performance model (EPM) and the actual measuredconsumption.

    2. Energy cost center (ECC)

    • Organizational basis for MT&R; a unit for which energy use maybe measured along with other factors that influence energyconsumption (e.g., single building in a portfolio, major energyconsuming system such as the heating plant).

    3. Units of measure

    • Must measure data for all energy forms in the ECC; should be

    recorded in physically measured units (e.g., gallons, litres,therms, kWh, ft 3).

    4. Independent variables

    • e.g., operating hours, occupancy schedules, degree days.

    Source: Patrick Crittenden, University of Technology, Sydney.

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    ENERGY MT&R PROCESS

    Measurement ofenergy consumption

    over time

    Measurement ofindependent

    variables

    Development of anenergy performance

    model (EPM)

    Historical analysisSetting performance

    targets

    Frequentcomparison of

    actual consumptionto targets

    Reporting ofconsumption andtarget variances

    Savings verification

    Source: Patrick Crittenden, University of Technology, Sydney.

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    3. DEVELOPING AN ENERGYPERFORMANCE MODEL

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    HOW TO DEVELOP

    AN ENERGY PERFORMANCE MODEL

    Three methods:

    1. Previous year’s data

    • Using last year’s data to predict this year’s consumption; when

    there are no significant factors of influence

    2. Regression analysis

    • Statistical approach based upon historical consumption and

    factors of influence; most common method for a basic system

    3. Simulation model

    • Using computer models to simulate energy consumption

    Source: Patrick Crittenden, University of Technology, Sydney.

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    HOW DO YOU SET PERFORMANCE TARGETS

    FOR YOUR EPM?

    Four methods:

    1. Looking at periods of peak performance.

    2. Eliminating the highest or least efficient points from the data set and

    using what remains as a target range.3. Defining targets by using the best historical performances as the

    goals (instances well below the regression line).

    4. By assessing the base and incremental loads to identify specific

    actions that can be taken to reduce them.

    Source: Patrick Crittenden, University of Technology, Sydney.

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    WHAT IS ENERGY SYSTEMS MAINTENANCE?

    Energy systems maintenance (ESM) is an integral part of an energymanagement program that measures energy consumption and compares it to

    company goals or an established standard of energy consumption.

    Purpose:

    Keep equipment from failing

    Help keep energy costs within reason

    Help prevent excess capital expenditures

    Address safety/compliance issues

    Challenge:

    Need to adjust consumption data for independent variables, including:

    Changes in weather (e.g., degree days, over time, place to place)

    Varying levels of activity (e.g., occupancy)

    Changes in space utilization (e.g., changes in conditioned floor

    space)

    Source: Patrick Crittenden, University of Technology, Sydney.

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    WEEK 2: IN-CLASS EXERCISES

    1. Describe some of the ways in which energy savings are calculated, and

    what role such calculations could play in the context of performance

    assurance.

    2. What are the three major methods for developing an energy

    performance model (EPM)? Briefly discuss the steps involved in setting

    targets, and explain why they may be varied from one site to another.

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    WEEK 2: HOMEWORK

    Consider the Imperial building again. Briefly describe the independentvariables that you would take into account when determining the work

    loads that are being placed on its energy system components. For

    example, think about the varying intensities of use by time of day, season,

    or economic conditions. Also consider how the specific activities that are

    conducted within the building may have a unique impact on its patterns

    of energy needs.


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