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RTUG Project Management Contract Expansion

And RTF 2010 Work Plan Budget Adjustments

RTF

March 2, 2010

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Goal Today

• Direction on Scope of Work & Deliverables

• Decision on funding additional project management & research (Phase 4)

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Refresher: Phase 3• Monitored data on 174 units in 2009• Promising results & savings methodology

– Presented November 2009 – Further analysis & development needed for Savings

Methodology, calculator or deemed savings:• Annual metering results• Specifications & protocol • Half dozen other issues to resolve with additional research

• Out of funding for RTUG project management

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January 2010• RTUG endorsed continuation of the project

management by New Buildings Institute (NBI)– Valuable regional cooperative effort– Sole source basis subject to review of scope

• Last RTF Meeting– Preliminary cost estimate Phase 4

• >$80K for project & technical management

– Raised issue of how to determine going forward• Will it fit in budget?• What other projects might come before RTF?• How to decide in uncertain future?

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Since Last RTF Meeting• NBI solicited & assembled next-step research

– Polled key RTUG participants for ideas– Developed research & analytical path

• Draft scope for Phase 4 circulated to the RTUG for comment– Project management & coordination– Research & analytical scope based on comments

• BPA questioning cost-effectiveness– Costs high, unknown persistence

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Where to from here?

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Next Steps to Get to Savings Methodology1. Complete collecting & storing the 12-month data 2. Determine confidence in annual savings methodology3. Further assessment of data:

Baseline & treatment conditions, persistence of fan schedules, annual fan power & duty cycle, negative savings, isolate refrig & air flow conditions, TMY vs site temps, service tech interviews

4. Develop scope & budget for extending to 36-month monitor5. Establish functioning data repository with open access

Direct Research Funded by BPA via Cadmus.

Needs RTUG review & technical guidance. Unfunded Project Management.

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Revised Scope of Work Phase 4Management ($27K)

• Management, Communications & Reporting– 3 RTUG & 3 RTF meetings over 9 months

• 75 hours

– Facilitate regional service & field measurement protocols, encourage added M&V & sampling

• 75 hours

– Communicate & collaborate with other regions• 30 hours

– Meeting minutes, reports, presentations, final report

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Revised Scope of Work Phase 4Technical ($21K)

– Review results of analysis by BPA/Cadmus, synthesize for discussion at RTUG & presentation to RTF

• Develop the complete savings methodology for proposal to the RTF • 70 hours

– Phase 1 database development assistance• 10 hours

– Develop elements of strategic plan for RTU next steps• Service vs early replacement, incorporate DCV/Premium Ventilation,

VSD/ECM motors, fan upgrade, FDD, Evap Hybrid RTU, Advanced RTU, digital economizer control, other Emerging Tech

• Internet-enabled T-Stats, lower-cost monitoring, whole-building approach to monitoring,

• 75 hours

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Summary of Critical Path Costs

Unfunded Management

NBI Project Management $27K

NBI Technical Management $21K

NBI Admin & Direct $ 4K

NBI Total $52K

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Summary of Potential Additional RTU Research Costs

Unfunded Potential Direct Research

Reconcile measured results & simulation modeling. Develop simulation tools (DOE2/eQUEST) that reflect measured results from study

$20K-$50K

Expected Value Premium Ventilation Analysis $15K-35K

Extended RTU DDC Sequences & Testing $15K

Inverse modeling approach vs 2-week pre-post ?

Extending long-term monitoring to 36 months or longer

?

Test of RTU control Internet performance monitoring

$100K

Co-funding ASHRAE 1608 RTAR $20K ?

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So Where’s the Money?

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Work Item Modified Approved

Budget

Allocated Adam

Reserved Contract

Available for Projects

Available for Admin

End-Use Load Study - Phase 2a $ 3,000 $ 3,000 $ 0 Review RTF deemed measures, savings, and measure lives against others; document consistent methodology

$ 235,000 $ 235,000 $ 0

Develop Simplified M&V protocols and/or calculators for non-deemable measures, including behavioral and O&M measures

$ 235,000 $ 235,000 $ 0

Identify Measures and M&V Protocols that are applicable to small and/or rural utilities

$ 50,000 $ 50,000 $ 0

Provide Technical Support to the Ductless Heat Pump Evaluation.

$ 5,000 $ 5,000 $ 0

Support & Review Heat Pump Water Heater Research. $ 5,000 $ 5,000 $ 0 Develop consistent methodology for assigning EUIs to commercial buildings

$ 10,000 $ 10,000

Respond to NEET Recommendations for the RTF. $ 5,000 $ 5,000 $ 0 Support Roof Top HVAC Work - Commercial Economizer Phase 3.

$ 37,500 $ 37,500 $ 0

Support Development of Savings Methodologies for Rooftop HVAC.

$ 5,000 $ 5,000 $ 0

Overhaul RTF Website. $ 10,000 $ 10,000 $ 0 PTR Support. $ 15,000 $ 15,000 $ 0 Regional Conservation Progress Tracking $ 10,000 $ 10,000 $ 0 Measure and Technology Reviews. (for RFQs) $ 200,000 $ 35,000 $ 165,000 IT M&V Protocol Review and Adoption $ 20,000 $ 20,000 $ 0 Member & Corresponding Member Special Project Support. $ 35,000 $ 42,000 $ (7,000)Member RTF Meetings. $ 65,000 $ 50,000 $ 15,000 RTF Meetings (Minutes and lunches) $ 20,000 $ 18,000 $ 2,000 Contract Management. $ 50,000 $ 15,000 $ 35,000 RTF Management. $ 25,000 $ 25,000 $ 0 Council Staff $ 180,000 Total Budget (not including Council Staff) $ 1,040,500 $ 118,000 $ 702,500 $ 175,000 $ 45,000

Budget Snap Shot – March 2010

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Issues

• About $175K budget for “unidentified incoming” for the remainder 2010

• How much of that for RTUG Phase 4?• What other unidentified incoming will show up?

• Where to get any remainder for RTUG?– Solicit direct contributions– Find a sugar daddy– Cut the RTUG phase 4 scope & budget

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Proposal

• Allocate $52K of “Available” to RTUG Phase 4 Scope– Sole source to NBI

– Final scope to RTF staff working with RTUG

• Decide later on RTF support for further RTUG work (2011) or find other funders

• Leaves $120K for remainder of 2010 for other incoming projects