SB 1149 Auditor Training FINAL - oregon.gov · • Presentation Goals • Background • Energy...

SB 1149 Schools Program Training

Energy Auditor and Audit Report

Requirements

Oregon Department of Energy

Webinar

December 9, 2015

Agenda

• Presentation Goals

• Background

• Energy Audit Requirements

• Energy Audit Report Template & Requirements

• Technical Review Process

• Final Thoughts

• Future Revisions

• Q&A

Presentation Goals

• Provide information necessary to achieve

success

– Understand new program requirements and

expectations

– Understand specifics related to Audit Report

Template & Requirements

– Address questions and misconceptions

Background

Stakeholder Meetings (2014-15)

• 7 in-person and 2 online meetings held

• 117 stakeholder comments & 75 questions answered

Stakeholder Feedback and Goals

• Make SB 1149 Schools Program easier to use

• Maintain or improve information accuracy and

reliability

• Improve processes, increase efficiency

• More pathways to “graduation” from program

• Incorporate Stakeholder input

Program Changes

• Program Guidelines updated:

– Corrected errors or inconsistencies

– Better clarity and ease of use

– Incorporation of program changes

– Now posted online

• Tier System:

– Already eliminated

– All approved, eligible measures will be reimbursed up

to measure life

– No required order for EEM implementation

Energy Audits and Energy Audit

Reports

Issues:

• Clarity on expectations

• Energy audit approval process time

• Energy audit accuracy

• Energy audit cost

• Clarity on how long audit reports are valid

• Clarity on how often a building needs to be re-audited

• Desire for targeted energy audits

• Better integration with other ODOE Programs

Energy Audits and Energy Audit

Reports (cont)

Changes:

• Program Guideline changes

• Energy audit requirements and audit report updates

• New Qualified Auditor RFQ

• ODOE technical review enhancements

• Two types of energy audits (whole building and targeted)

• Single audit report template

• Eliminate the use of baseline adjustments

Questions

Energy Auditing & Requirements

Document Walk-through

Questions

Audit Report Template & Requirements

Document Walk-through

Questions

Technical Review Process

Technical Review Process

• Goal: Simplified review by ODOE with little

revision required. Few to no QC errors, all

information easy to find.

• ODOE review process

• Tech review time drivers

• New template -> new review

process: “triage”

• Quality expected, “built in” as

template fixes recurring issues

• Precision vs. Accuracy

Technical Review Process

• Revisions meant to improve efficiency and results of

technical review and QC process

• Help us address recurring issues that increase review time:

– Energy savings: overly aggressive, not substantiated

– Assumptions: not well documented, non-existent,

difficult to find or follow

– Calculations: difficult to find or follow, incorrect,

difficult to understand (“track back”)

– Lack of Quality Control:

• Simple errors/inconsistencies in language and values

• Inadequate documentation and/or validation

Final Thoughts

• Auditors and staff are responsible for knowing and

following guidelines and requirements, getting updates

• Auditing should investigate best options, not just school’s

projects or suggestions

• Access SID as individual, do not use district login

– We have training on how to use the Schools Interactive

Database (SID) if needed

• SOW Approval form: Follow templates, one per school

• Audit costs ≤10% of facility energy costs (align with

ASHRAE Standard 100)

Future Revisions

• Continued discussion with audit firms

• Future technical working groups

• Rolling out critical interim changes, as necessary

• Changes will be posted on SB 1149 website and

substantial changes noted in addendum

• Website:

www.oregon.gov/energy/SCHOOLS/Sb1149

Next Steps

ODOE ActivityEstimated

Timeframe

Qualified Auditor Training Webinar 12/9/15

SB 1149 Schools Program Work Group 1-2x/year

SB 1149 Schools Program Trainings - Schools 1-2x/year

SB 1149 Schools Program Trainings – Qualified Audit

Firms1-2x/year

Contact Information

Name Title Phone # Email

Jon Belmont Schools Sector Lead 503.373.7947 jonathon.belmont@state.or.us

Christie SphoonEnergy Specialist

Schools Programs503.373.7430 christie.l.sphoon@state.or.us

Kaci Radcliffe Energy Analyst 503.378.4041 kaci.radcliffe@state.or.us

Tom Elliott Energy Analyst 503.373.7085 tom.elliott@state.or.us

Blake Shelide Facilities Engineer 503.373.7809 Blake.Shelide@state.or.us

SB 1149 Program General information 503.378.4040 sb1149.sch@state.or.us

Questions