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PACE Technical Standards
Eddy Trevino, P.E., Program ManagerState Energy Conservation Office
August 2015
Agenda
Overview
Project Process
Exhibits and Reference Materials
Overview
Local Government CodeSec. 399.002. DEFINITIONS. • Qualified Improvement – Permanent improvement fixed to property
– Customer side of the meter
– Decrease water or energy consumption or demand
– Energy technology to generate electricity, provide thermal energy, or regulate temperature
Overview
Local Government CodeSec. 399.011. REVIEW REQUIRED. • Independent third party• Before construction activities– Review of water or energy baseline conditions
– Review of projected water or energy savings
• After project is completed– Verification that the qualified project was properly
completed and is operating as intended
Overview
ParticipantsProperty Owner– Separate contracts
Independent Third Party Review (ITPR) Engineer– At beginning and through PACE contract
Engineer of Record– At beginning and through construction phase
Contractor– At beginning, construction and M+V
Overview
Technical StandardsInvestor Confidence Project (ICP) Energy Performance Protocols (EPP) for Standard and Large Commercial Facilities
Standardize the technical review of energy efficiency projects to bring uniformity and reliability on a national scale
Overview
Technical RequirementsStep 1: Establish BaselineWater and energy use must be measured
Step 2: Project SavingsWater and energy conserving measures must be quantified
Step 3: Independent Third Party ReviewProject must be reviewed by the ITPR Engineer
Step 4: Annual ReportingProperty Owner reports savings to PACE Administrator
Project ProcessPre Application
Application and Review
Financing and Contractor Engagement
Construction Retrofits
Final Review
Repayment / Reporting
Project Process
• Is there a potential project?
• Engage an Engineer and/or Architect for Preliminary Assessment Purposes
• Conduct Preliminary Utility Audit– Identify energy and water
retrofit opportunities
Pre Application
Application and Review
Financing and Contractor Engagement
Construction Retrofits
Final Review
Repayment / Reporting
Project Process
• Engage Independent Third Party Reviewer (ITPR)
• Engage Engineer of Record– Full Assessment– FAST TRACK Assessment
• Engage Contractor if Design Build Contract
• Measurement and Verification (M&V)– Plan (decide at beginning)– Implementation
Pre Application
Application and Review
Financing and Contractor Engagement
Construction Retrofits
Final Review
Repayment / Reporting
Project Process
• Engage Independent Third Party Reviewer (ITPR)
• Engage Engineer of Record– Full Assessment– FAST TRACK Assessment
• Engage Contractor if Design Build Contract
• Measurement and Verification (M&V)– Plan (decide at beginning)– Implementation
Pre Application
Application and Review
Financing and Contractor Engagement
Construction Retrofits
Final Review
Repayment / Reporting
Independent Third Party Review
The ITPR EngineerTechnical Standards Manual – Section II
• Selected by the property owner• Validates projected future energy or water
savings (not an original review) • Verifies that project was properly completed
and is operating as intended• Reviews and validates of post-construction
M&V reports• Ideally, the same ITPR should follow a project
from initial review to project completion
Independent Third Party Review
ITPR Engineer QualificationsTechnical Standards Manual – Section II
• Licensed Professional Engineer with energy/water efficiency experience
• Without conflict or relationship to the project • One of the following certifications:
– American Society of Heating, Refrigeration, and Air-Conditioning Engineers (ASHRAE)
– Building Energy Assessment Professional (BEAP)– Building Energy Modeling Professional– Association of Energy Engineers (AEE)– Certified Energy Manager (CEM)– Certified Measurement and Verification Professional (CMVP)– Certified Energy Auditor (CEA)– Building Commissioning Association– Certified Commissioning Professional– Investor Confidence Project (ICP) Credentialed Quality Assurance Provider
Independent Third Party Review
ITPR Engineer CertificationsTechnical Standards Manual – Section II
• Reviewer’s Certification• Statement of Compliance
Independent Third Party Review (ITPR)
ITPR Engineer Site VisitsTechnical Standards Manual – Section II
Site Visit 1: Reviewer’s Certification
• Reviews completed Energy/Water Assessment Report
• Visits site
• Project Verification Certificate
– No conflict of interest– Certification that project complies with PACE guidelines– Sealed by Texas Professional Engineer
Independent Third Party Review (ITPR)
ITPR Site Visits (cont.)Technical Standards Manual – Section II
Site Visit 2: Statement of Compliance
• Post Construction
• Revisit the site to confirm that the improvements were properly installed, meet EPP guidelines, and are operating as intended
• Statement of Compliance– No conflict of interest– Certification that project complies with PACE guidelines– Sealed by Texas Professional Engineer
Project Process
• Engage Independent Third Party Reviewer (ITPR)
• Engage Engineer of Record– Full Assessment– FAST TRACK Assessment
• Engage Contractor if Design Build Contract
• Measurement and Verification (M&V)– Plan (decide at beginning)– Implementation
Pre Application
Application and Review
Financing and Contractor Engagement
Construction Retrofits
Final Review
Repayment / Reporting
Full Assessment / Fast Track ProtocolEngineer of Record ResponsibilitiesTechnical Standards Manual – Section III
• Multiple Energy and/or Water Efficiency Measure Projects
Fast Track• Type 1 – Like-for-Like
Replacement – Example: Lighting retrofit or A/C
unit upgrade
• Type 2 – Single-Measure Efficiency Projects – Example: Window film,
additional insulation, or reflective roof coating
• Type 3 - Distributed Generation – Examples: CHP, micro turbines,
solar photovoltaic (PV)
Full Assessment
Full Assessment / Fast Track ProtocolEngineer of Record ResponsibilitiesTechnical Standards Manual – Section III
Fast Track• Projects do not qualify for
the FAST TRACK approach if:– Project requires energy
modeling – Project requires IPMVP
(Option C or D) measurement and verification
– Project value to building appraisal ratio exceeds 0.10 (10%)
Full Assessment
ProtocolEngineer of Record ResponsibilitiesTechnical Standards Manual – Section III
1. Establishes energy and water baseline conditions 2. Prepares the Energy/Water Assessment Report3. Provides oversight during construction activities4. Evaluates project performance (M&V)
ProtocolApproaches for Different Project TypesTechnical Standards Manual – Section III1. Commercial Projects– ASHRAE standards based
2. Industrial and Agricultural Projects– Facility, process or equipment
3. Distributed Generation (DG)– Metering of delivered energy without a baseline
is often recommended in the M&V approach– Delivers energy on customer side of meter
Protocol
Using Prior AuditsTechnical Standards Manual – Section III
Engineer of Record:• Prior ASHRAE Level II or Level III energy/water
audit may be used provided that it was completed within the last three (3) years – see conditions
• Update baseline utility data
Protocol
Projected Savings CalculationsTechnical Standards Manual – Section III
Engineer of Record
• “Open book” methodology – Savings calculations are transparent – Results are readily verifiable
• “Closed book” methodology (proprietary software is prohibited) – Exception – If it meets open book methodology
standards
Project Process
• Engage Independent Third Party Reviewer (ITPR)
• Engage Engineer of Record– Full Assessment– FAST TRACK Assessment
• Engage Contractor if Design Build Contract
• Measurement and Verification (M&V)– Plan (decide at beginning)– Implementation
Pre Application
Application and Review
Financing and Contractor Engagement
Construction Retrofits
Final Review
Repayment / Reporting
Texas PACE law: “After a qualified project is completed, the local government shall obtain verification that the qualified project was properly completed and is operating as intended.”
• ITPR Engineer Validation– ASHRAE Guideline 14, Whole Building Performance Path and
the International Performance Measurement and Verification Protocol (IPMVP)
– IPMVP Options (Decided when Full Assessment is Developed)
• Owner’s Contractor– May continue M&V throughout the term of the assessment or
as contractually specified
Protocol
Verifying Completion and OperationTechnical Standards Manual – Section III
Project Process
• Contractor implements retrofit project
Pre Application
Application and Review
Financing and Contractor Engagement
Construction Retrofits
Final Review
Repayment / Reporting
Project Process
• Contractor completes retrofit project
• Verifying Completion and Operation
Pre Application
Application and Review
Financing and Contractor Engagement
Construction Retrofits
Final Review
Repayment / Reporting
Texas PACE law: “After a qualified project is completed, the local government shall obtain verification that the qualified project was properly completed and is operating as intended.”
• ITPR Engineer Validation– ASHRAE Guideline 14, Whole Building Performance Path and
the International Performance Measurement and Verification Protocol (IPMVP)
– IPMVP Options (Decided when Full Assessment is Developed)
• Owner’s Contractor– May continue M&V throughout the term of the assessment or
as contractually specified
Protocol
Verifying Completion and OperationTechnical Standards Manual – Section III
Independent Third Party Review (ITPR)
ITPR Site VisitTechnical Standards Manual – Section II
Site Visit 2: Statement of Compliance
• Post Construction
• Revisit the site to confirm that the improvements were properly installed, meet EPP guidelines, and are operating as intended
• Statement of Compliance– No conflict of interest– Certification that project complies with PACE guidelines– Sealed by Texas Professional Engineer
Project Process
• Owner ReportingPre Application
Application and Review
Financing and Contractor Engagement
Construction Retrofits
Final Review
Repayment / Reporting
Owner is required to provide a post-construction Annual Savings Report to the PACE administrator. – Submitted during the term of the assessment or throughout
the term of the M&V– Shall be reviewed and validated by the ITPR
Full Assessment Protocol
Owner Reporting RecapTechnical Standards Manual – Section III
EXHIBITS
Exhibit A: INDUSTRIAL PROTOCOL
Exhibit B: AGRICULTURAL PROTOCOL
Exhibit C: INDEPENDENT THIRD PARTY CERTIFICATION
Technical Standards
Exhibits
Reference Materials• Accepted methods for data collection, measurement, and savings calculations should be used on proposed
projects. • Technical methodology relies primarily upon the Investor Confidence Project (ICP) - Energy Performance
Protocols (EPP) for Standard and Large Commercial Facilities.– Contains processes that form a framework for bringing together all aspects of project implementation from
establishing a baseline and audit, through M&V. • American Society for Testing and Materials (ASTM) E2797-11, Building Energy Performance Assessment
(BEPA) Standard (data collection and baseline calculations for the energy audit, building asset data);• International Performance Measurement and Verification Protocol (IPMVP) (latest edition);• American National Standards Institute/Building Owners and Managers Association (ANSI/BOMA) Z65.3- 2009
(gross floor area measurement);• ASHRAE Guideline 14-2002 (measurement of energy and demand savings);• ASHRAE Procedures for Commercial Building Energy Audits (latest edition);• National Institute of Standards and Technology (NIST) Life-Cycle Costing Manual, NIST Handbook 135 (latest
edition);• ASHRAE Standard 202, Commissioning Process for Buildings and Systems (latest edition);• ASHRAE Guideline 4, Preparation of Operating and Maintenance Documentation for Building Systems (latest
edition);• ASHRAE Guideline 1.4, The Systems Manual for Facilities; (latest edition);• ASHRAE Handbook-2011, Fundamentals, Chapter 39 (Codes and Standards); and• ASHRAE Guideline 14, Whole Building Performance Path (2002 edition);• The Alliance for Water Efficiency (AWE) Conservation Tracking Tool; and• EPA WaterSense Product Guide.
QUESTIONS?
Dub Taylor, DirectorEddy Trevino, Program ManagerState Energy Conservation [email protected]
