Title: Saving Money Through Energy-Efficient Improvements
1SB1149 Qualified Auditor Workshop October 29,
2002
2Workshop Agenda
- Introduction of Office of Energy staff
- Overview of 1149
- Audits the good, the bad, and the ugly
- Q A
- SID Database
3SB 1149 History
- 1999 Legislative Session
- Effective date March 1, 2002
- Large users may purchase power on the open market
- Power purchasing options for customers
- Collection of 3 Public Purpose Fund
4Public Purpose Funds
- Energy Conservation and Energy Efficiency
Improvements -
- Renewable Resource Development
5Distribution of Public Purpose Funds
- Energy conservation - 56.7
- Renewable resource development- 17.1
- Low-income weatherization - 11.7
- Low- income housing - 4.5
- Schools - 10 (estimated 6 million/year for 10
years)
6Industrial Customers
- Large users (over 1 average megawatt) can self
direct conservation renewable funds - If no conservation opportunities exist, can be
credited with 54 of charge - Administrative Rule for self direction
- http//www.energy.state.or.us/sb1149/Business/self
-direct.htm - RFQ for industrial auditors on OOE website
7Administrators
- Conservation Renewables
- Energy Trust of Oregon
- http//www.energytrust.org/
- Industrial self direction
- Oregon Office of Energy
- Low income / weatherization
- Housing Community Services Dept.
- http//www.hcs.state.or.us/
- Schools
- 17 Education Service Districts
- Oregon Office of Energy
8Education Service Districts
- Northwest ESD Clackamas ESD
- Multnomah ESD North Central ESD
- Lake ESD Wallowa (Region18)
- Willamette ESD Consortium
- Linn-Benton-Lincoln ESD Region 9
- Lane ESD
Crook/Deschutes - Douglas ESD Umatilla-Morrow
- South Coast ESD Yamhill
- Jackson ESD Jefferson
9Schools Program Overview
10Process to Develop Guidelines
- Education Service Districts School Districts
- Superintendents
- Business Managers
- Facilities Managers
- Organizations
- OAESD OASBO
- COSA OSFMA
- OOE OPUC
11SB1149 Requirements
- Eligible facilities - PGE PacifiCorp
- Funding based on ADMw
- All eligible school district facilities must be
audited prior to implementation - Audit within 3 years
- All audits must be fully implemented
- Funding for
- Energy efficiency improvements
- Energy education
- Purchasing green power and renewables
12(No Transcript)
13Goals for Schools Program
- Wise use of funding
- Flexible program to meet varied needs
- Intelligent audits
- Quality, meaningful, directed
- Utilize existing audits
- Implementation of energy efficiency measures
- Leveraged funding
- BETC, SELP, utility incentives bond funds
- Performance contracting
14Participant Players and Roles
15Participant Players and Roles
- OOE
- ESDs
- School Districts
- Auditors
- Commissioning Agents
16OOE Role
- Program oversight for consistency statewide
- Verify eligibility of facilities annually
- Issuing RFPs
- Auditors
- Commissioning
- Update qualified auditor list
- Audit waiver approval
- Data collection and database management
- Training programs for ESD and SDs
17OOE Role
- Quality control of audits
- To compare data gathered from on-site survey to
report assumptions, calculations, and
recommendations - Review audit report
- Check calculation methodology
- Check if non-energy issues are addressed or
ignored (i.e., IAQ) - Site visit
- QC review for each vendor at each audit level
plus random reviews
18OOE Role
- General technical assistance
- Specific technical assistance on request
- Reporting
- Annual - PUC
- Biennial - legislature
- Quarterly - ESD and/or SD
- Coordinate with the Energy Trust of Oregon
19ESD Role
- Verify eligibility of facilities annually
- Receipt of public purpose funds
- Reimburse eligible SD costs
- Coordinate with Oregon Office of Energy
- Provide assistance (in some cases)
- Special cases - WESD, Beaverton SD
20Clarification of WESD and OOE roles
- WESD services
- Turnkey services
- Review of all audits (no on site reviews)
- Their needs/requirements may differ from OOE
- Any communications from WESD from an OOE employee
should be regarded as WESD point-of-view - OOE services to WESD
- Sub-contractor for audit reviews and general
program development
21SB1149/ESD Coverage
22School District Role
- Verify eligibility of facilities annually
- Annual reporting of EUI data (into SID)
- Hire auditors
- Obtain additional financing BETC partners
- Prioritize EEMs
- Implement EEMs
- Report completed measures to SID
23Auditor Role
- Audits
- Specifications
- Project verification
- SD or ESD dependent
- (e.g., EUI data entry)
- Billing/invoice per school basis
- Marketing (optional)
24Commissioning Agent Role
- Design review
- Punchlist/functional testing
- Marketing (optional)
- RFP is currently on OOE website
25Audit Reports and Expectations
26Audit Format
- Audits must be stand alone
- Audits are NOT a design document
- If engineering is necessary, say so (and include
cost in analysis) - But, provide some basic information (e.g., new
boiler should be X HP)
27Audit Format
- OOE Format _at_ www.energy.state.or.us
- Dont have to download to use
- All information in format is required
- Should be similar in nature and organization
- Minimum should include
- EEM Summary
- Individual EEM/OMs
- Clear calculations
28Calculations
- OOE must be able to follow
- All calculations must be presented
- State assumptions appropriately
- If using rules of thumb, state them
- Based on my experience is not an acceptable
thumb rule
29Calculations
- Audit Level 1
- Nomographs
- Appropriate rules of thumb
- Simple spreadsheets
- Interactive effects exist between specific EEMs
- Audit Level 2
- Bin analysis
- Detailed spreadsheets
- More sophisticated calculations
- Should include interactive effects
30Calculations
- Audit Level 3
- Complex spreadsheets
- Must include hourly analysis
- Must include interactive effects
31Disclosure within report
- Engineering design is required before
implementing this EEM - May include some warning (e.g., water heater must
be sized to satisfy athletic shower load) - If noise levels will change (increase), say so in
the report - If energy use will increase, say so
- Point out indoor air quality issues
32Disclosure (cont)
- Identify any safety issues
- Include identification of known or potential PCB
ballasts - Life of existing equipment
- Justify your statements
- Need more than is beyond its useful life
33OM Savings
- OM savings are not real, unless
- School must SEE any claimed savings
- Contracted service that can be cancelled
- In house savings would require that school reduce
staff as a result of the measure
34Hours of Operation
- Question hours provided by schools
- Hours often include more than school
- OOE Defaults
- Elementary - 2,000 hours
- Middle - 2,200 hours
- High School - 3,200 hours
35Lighting
- Use IES for guidance
- Recognize the school staff does not like underlit
areas - Lockers in halls need light
- Many areas are used by students for other than
traditional purposes (hallways are study areas) - OOE Recommends
- 50 footcandles for general classrooms
- Must measure fc for all audit levels
36Project Costs
- Requires justification
- Based on my experience is not an acceptable
method of cost estimating - Identify your source
- R.S. Means
- Estimating Software
- Recent similar project (but include a brief
description of the similar project with dates) - Contractor estimates
37Energy Efficiency Measures (EEMs)
- OOE has provided a list in SID
- We have tried to develop a complete list
- Cant anticipate everything
- If we missed a common EEM, notify OOE. We can
add to the list - If a single use item, add as Other in SID
- Include a list of rejected EEMs, if appropriate
38Rates
- Report should include the rate schedule that the
school is using (or will use in the near future) - Use the appropriate cost in calculations
- Not the average cost
39Things OOE will be watching
- Existing fc levels must be provided
- Lighting changes
- If you remove lamps/delamp, you must include
appropriate information on - Proposed lumen levels
- If you are changing technology
- Provide adequate documentation to explain the new
technology
40Generic Red Flags
- Any EEM with odd paybacks
- Inappropriate EEMs (new boiler rather than stack
damper) - Inappropriate design temperatures
- Inappropriate weather data (see OOE website for
weather data) - Claiming savings based on manufacturers savings
estimates - Baseline adjustments
- Dangling EEMs
41OOE Attention List
- Existing lumen levels
- Boiler combustion efficiency test (mandatory for
level II and III audits) - Heating oil consumption (minimum 2 years)
- Hours of operation
- Condition/operation of outside air dampers
- Questionable assumptions
- Unjustified delamping
42Termination of Agreement to Agree
- Negligence
- Non-professionalism
- Not fixing audit errors
- Other reasons as they occur
- Non-responsive
- Repeating same errors
43Requiring further evaluation
- Acceptable statements of EEMs requiring further
evaluation include - In general EEMs that are beyond the scope of the
level of audit being performed - Level 1 audit which includes evaluation of
chiller controls - Complex control strategies
- Others as applicable
44Not requiring further evaluation
- EEMs requiring further evaluation should not
include - Lighting
- Timeclocks / simple DDC
45EEM Requirements
- Must reduce energy use
- Fuel switching can be done if total energy use is
reduced (saves BTUs) - Projects (set of EEMs at a school) must have ?
10 year simple payback - In audit report, list EEMs with gt10 year simple
payback
46Engineering economics
- Simple payback is measure of success
- Life cycle cost not required, but can be
beneficial - Life of new equipment must be stated
- District cannot buy down projects
47Feedback from Schools
- Not enough OMs are identified
- Level I audit is not sufficient (not enough
information)
48Feedback from OOE
- Red flags and disclosures are ignored
- E.g., savings based on my experience are not
allowed - Need existing fc levels
- Do not include costs of security system features
in cost of DDC system - Please enter audits into SID when finalized by
SD or ESD
49Your Turn
- Questions
- Feedback
- Concerns
50OREGON OFFICE OF ENERGY 503-378-4040 or
1-800-221.8035 (in Oregon) www.energy.state.or.us
sb1149.sch_at_state.or.us