M&V Cx Working Group Report for DOE ESPC Projects – NYC Summit

1. This presentation will probably involve audience discussion, which will create action items. Use PowerPoint to keep track of these action items during your presentation • In Slide Show, click on the right mouse button • Select “Meeting Minder” • Select the “Action Items” tab • Type in action items as they come up • Click OK to dismiss this box • This will automatically create an Action Item slide at the end of your presentation with your points entered. M&V Cx Working Group Report New York City - M&V Summit Steve Dunnivant - Chair

2. Objectives of Working Group • Mainstream Use of Commissioning into DOE SuperESPC Projects • Modify IDIQ Contract to address Commissioning Requirements • Expected Completion - 4th Quarter 2004

3. Final Deliverable • Commissioning content recommendations to be incorporated into revision of IDIQ contracts.

4. Current Status • Commissioning DO Guidance currently in use on selected projects to identify potential project impacts and improvements • Recent reviews show that ESCOs are participating in Cx

5. NORESCO/GSA Project DES • Cx Plan Outline & Approach in Section III Site Mgt. approach • Plan Outline • Overview • Approach • Procedures • Documentation

6. NORESCO/GSA Project DES • Commissioning Specification • Introduction • General Requirements • Electrical • Pneumatic • Programming and Software • Mechanical & Physical

7. Alliant/Cogenex SSA (IP) • Retro-Cx Plan (DES Phase) • Systems (Cooling, Heating, Lighting) & Outline of Project Steps • Cx Plan Requirements & Calibration & Maintenance Checks • Monitoring & Testing (Analyze Data) & Functional Testing • Final Commissioning Report (Contents) • Recommended Measures in DES Proposal • Roles & Responsibilities

8. Sempra/FDA-GSA White Oak • Cx Provisions in DO-RFP (for base scope) • Cx only to central utility plant • FDA-GSA added Cx scope • Substation Failure req’d substation upgrade • Life Sciences Building (awarded) • CEDR Offices (award pending) • Expanded EMS tie-ins to Cx & M&V

9. Accomplishments to Date • Adopted Cx Provisions for DO-RFP • Cx Provisions in use for selected projects • Project Management Plan (PMP) updated (Fall ‘02) • PMP Updated for Agency Witness (Spr ‘03) • Cx Workshop for PF’s/ESCO’s (Spr ‘03) • Project Mgt. Plan Updated ( Spr ‘03)

10. Planned Actions • Review Draft ESPC Cx Guidelines - 1st Qtr FY04 • Select Cx Pilot Project - 1st Qtr FY04 • Standardize Cx Report Requirements 2rd Qtr FY04 • Training of PF’s/ESCO’s - 3rd Qtr FY04 • Provide IDIQ contract input (4th Qtr 2003)

11. Cx Workgroup Thursday Breakout Agenda • Review & Discussion of Farnsworth Task 5 (Doug D) • Results of Meetings & Discussions with ESCO’s (Farnsworth) • Draft Guidelines - Outline of Cx Guidelines & Key Points (Farnsworth) • Pilot Projects Discussion (Team)

12. Team Members - Thanks!! • Agency - Labs - ESCO’s - Subs • Sylvia Berry-Lewis Honeywell • Cynthia Brockey APSES • Michael Cross HQ Air Force • Jerry Culbert Select Energy • Charles Culp Texas A&M • Doug Dahle NREL

13. Team Members - Cont... • Chad Dorgan Farnsworth • Chuck Dorgan Farnsworth • John Evarts Noresco • Kristin Heinemeier Texas A&M • Max Hogan NFESC • Marc Jeanson Johnson Controls • John Johnson ConEd Solutions • Roger Johnson Farnsworth

14. Team Members - Cont.. • Scott Judson NORESCO • Venkat Kumar Johnson Controls • Will Lintner DOE-HQ • Darryl Matsui NFESC • Jay McCarroll APSES • Robert McMillin Siemens • Wilson Reynolds EME

15. Team Members - Cont.. • Balaji Santhanakrishnan Texas A&M • Dale Sartor LBNL • Margaret Selig Herlihy Corp • Terry Sharp ORNL • Gary Snead Trigen • Mark Stetz Nexant, Inc. • Dave Underwood USA CERL

16. Team Members - Cont.. • Mark Vilchuck Chevron Energy Solutions • Phil Voss NREL • Lia Webster Nexant, Inc. • Yes - That’s 31! - Well actually 32 counting me...