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SB1149 Qualified Auditor Workshop October 29, 2002

SB1149 Qualified Auditor Workshop October 29, 2002. Workshop Agenda. Introduction of Office of Energy staff Overview of 1149 Audits – the good, the bad, and the ugly Q & A SID Database. SB 1149 History. 1999 Legislative Session Effective date March 1, 2002

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SB1149 Qualified Auditor Workshop October 29, 2002

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  1. SB1149 Qualified Auditor Workshop October 29, 2002 OREGON OFFICE OF ENERGY

  2. Workshop Agenda • Introduction of Office of Energy staff • Overview of 1149 • Audits – the good, the bad, and the ugly • Q & A • SID Database OREGON OFFICE OF ENERGY

  3. SB 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 OREGON OFFICE OF ENERGY

  4. Public Purpose Funds Energy Conservation and Energy Efficiency Improvements & Renewable Resource Development OREGON OFFICE OF ENERGY

  5. Distribution 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) OREGON OFFICE OF ENERGY

  6. Industrial 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 OREGON OFFICE OF ENERGY

  7. Administrators • 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 OREGON OFFICE OF ENERGY

  8. Education 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 OREGON OFFICE OF ENERGY

  9. Schools Program Overview OREGON OFFICE OF ENERGY

  10. Process to Develop Guidelines • Education Service Districts & School Districts • Superintendents • Business Managers • Facilities Managers • Organizations • OAESD • OASBO • COSA • OSFMA • OOE • OPUC OREGON OFFICE OF ENERGY

  11. SB1149 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 OREGON OFFICE OF ENERGY

  12. Goals 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 OREGON OFFICE OF ENERGY

  13. Participant Players andRoles OREGON OFFICE OF ENERGY

  14. Participant Players and Roles • OOE • ESDs • School Districts • Auditors • Commissioning Agents OREGON OFFICE OF ENERGY

  15. OOE 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 OREGON OFFICE OF ENERGY

  16. OOE 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 OREGON OFFICE OF ENERGY

  17. OOE 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 OREGON OFFICE OF ENERGY

  18. ESD 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 OREGON OFFICE OF ENERGY

  19. Clarification 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 OREGON OFFICE OF ENERGY

  20. SB1149/ESD Coverage OREGON OFFICE OF ENERGY

  21. School 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 OREGON OFFICE OF ENERGY

  22. Auditor Role • Audits • Specifications • Project verification • SD or ESD dependent • (e.g., EUI data entry) • Billing/invoice per school basis • Marketing (optional) OREGON OFFICE OF ENERGY

  23. Commissioning Agent Role • Design review • Punchlist/functional testing • Marketing (optional) • RFP is currently on OOE website OREGON OFFICE OF ENERGY

  24. Audit Reports and Expectations OREGON OFFICE OF ENERGY

  25. Audit 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) OREGON OFFICE OF ENERGY

  26. Audit Format • OOE Format @ www.energy.state.or.us • Don’t 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/O&M’s • Clear calculations OREGON OFFICE OF ENERGY

  27. Calculations 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 OREGON OFFICE OF ENERGY

  28. Calculations 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 OREGON OFFICE OF ENERGY

  29. Calculations Audit Level 3 Complex spreadsheets Must include hourly analysis Must include interactive effects OREGON OFFICE OF ENERGY

  30. Disclosurewithin 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 OREGON OFFICE OF ENERGY

  31. Disclosure (con’t) 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” OREGON OFFICE OF ENERGY

  32. O&M Savings O&M 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 OREGON OFFICE OF ENERGY

  33. Hours 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 OREGON OFFICE OF ENERGY

  34. Lighting • 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 OREGON OFFICE OF ENERGY

  35. Project 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 OREGON OFFICE OF ENERGY

  36. Energy Efficiency Measures (EEM’s) • OOE has provided a list in SID • We have tried to develop a complete list • Can’t 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” EEM’s, if appropriate OREGON OFFICE OF ENERGY

  37. Rates • 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 OREGON OFFICE OF ENERGY

  38. Things 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 OREGON OFFICE OF ENERGY

  39. Generic “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 manufacturer’s savings estimates • Baseline adjustments • Dangling EEM’s OREGON OFFICE OF ENERGY

  40. OOE Attention List • Existing lumen levels • Boiler combustion efficiencytest (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 OREGON OFFICE OF ENERGY

  41. Termination of Agreement to Agree • Negligence • Non-professionalism • Not fixing audit errors • Other reasons as they occur • Non-responsive • Repeating same errors OREGON OFFICE OF ENERGY

  42. Requiring further evaluation • Acceptable statements of EEM’s requiring further evaluation include • In general EEM’s 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 OREGON OFFICE OF ENERGY

  43. Not requiring further evaluation • EEM’s requiring further evaluation should not include: • Lighting • Timeclocks / simple DDC OREGON OFFICE OF ENERGY

  44. EEM 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 >10 year simple payback OREGON OFFICE OF ENERGY

  45. Engineering 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 OREGON OFFICE OF ENERGY

  46. Feedback from Schools Not enough O&Ms are identified Level I audit is not sufficient (not enough information) OREGON OFFICE OF ENERGY

  47. Feedback 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 OREGON OFFICE OF ENERGY

  48. Your Turn Questions Feedback Concerns OREGON OFFICE OF ENERGY

  49. OREGON OFFICE OF ENERGY 503-378-4040 or 1-800-221.8035 (in Oregon) www.energy.state.or.us sb1149.sch@state.or.us OREGON OFFICE OF ENERGY

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