Energy Performance Analysis with RETScreen
1
Learning Objectives

Review basics of energy performance analysis
 Illustrate methods and techniques for
Monitoring, Targeting & Reporting (MT&R)
 Highlight key concepts of Measurement &
Verification (M&V)

Introduce the energy management software tool within
RETScreen – the Performance Analysis Module
 Understand basic structure of the RETScreen Plus
Performance Analysis Module
 Be able to use the software to monitor, analyse, and
report key energy performance data
2
Monitoring, Targeting & Reporting (MT&R)

MT&R provides a systematic approach to gaining and maintaining control over energy
consumption (or production) through measurement and analysis followed by well-directed
actions

The key steps to effective MT&R are:

measurement of energy consumption (or production) over time

measurement of influencing factors (weather, production level, occupancy) over
corresponding time intervals

development of a relationship (a model) between energy and the influencing factors

establishment of energy reduction (or production) targets

frequent comparison of actual consumption (or production) with targets

reporting of consumption (or production) and target variances

initiation of actions to ensure targets are met
3
MT&R Feedback Loop
Result
Measure
Data
Take Action
Analyse
Information
4
Develop Relationship: Energy & Influencing Factors

How does energy consumption or energy production vary with a factor of
influence (i.e. driver, such as weather)?

How does the relationship change with time?
Consumption or Production
Factors of influence
 Fuel consumption
 Weather
 Electricity consumption
 Occupancy
 Water consumption
 Production level
 Electricity production
 Solar radiation
5
Models Predict Energy Consumption or Production

Historical consumption or production
 Static, not dynamic with drivers

Statistical model E = Function of drivers
 Mathematical relationship between
energy consumption (or production)
and the “driver” exists
 It’s often linear, of the form
y = mx + b
 Simple linear regression
 Multivariable non-linear regression
6
Establish Energy Reduction (or Production) Targets
Energy Consumption
or Production
Reduce Variability
Increase Efficiency
Reduce Non-Productive Energy (waste)
Driver(s) or Factor(s) of Influence
7
Typical Tools Used for Energy Performance Analysis

Data visualization (e.g. monthly graphs)

Time series graphs

Regression analysis

Cumulative sum (CUSUM) charts

Targeting

Control charts

Reports
“tools that help to identify,
understand, quantify and display the
relationship between energy and what
drives it”
8
Reporting Pathways for a MT&R System
9
RETScreen Plus Performance Analysis Module


Helps user monitor, analyse, and report key
energy performance data to facility operators,
managers and senior decision-makers
Energy management software tool




Monitoring, Targeting & Reporting (MT&R)
Measurement & Verification (M&V)
Energy tracking
Data
Analytics
Integrates near-real-time NASA satellite-derived
weather data for entire surface of planet
Reporting
10
Performance Analysis Module - Structure

Start

Project information

Site reference conditions

Data

Step 1 – Consumption/production

Step 2 – Factors of influence

Step 3 – Data processing

Analytics

Step 1 – Baseline

Step 2 – Target

Step 3 – Comparison

Reporting

Step 1 – Report

Step 2 – Edit

Step 3 – Output
11
12
13
14
15
16
Project Example: MT&R
Office Building, Burns Lake, BC, Canada
See template
Photo Credit: Jeff Ragsdale, Village of Burns Lake
17
Measurement & Verification (M&V)

A process of quantifying energy consumption (or production) and water
consumption before and after an Energy Conservation Measure is
implemented to verify and report on the savings actually achieved

International Performance Measurement and Verification Protocol (IPMVP)
http://www.evo-world.org
18
Select IPMVP Option
A. Partially Measured Retrofit Isolation
 With assumption/stipulations
MBRP
Process
M&V Process
Prepare the
M&V Plan
Step
1, 2 & 3
Prepare the
Organization
Select IPMVP
Option
Step 4
Select
Implementation
Method
Define Base Year
Performance
B. Retrofit Isolation
 Fully measured
C. Whole Facility
 Or sub-metered part
Identify, Select and
Assess the ECM's
Define Post ECM
Period
Step 5 & 6
Design Energy
Savings Program
Develop
Performance
Model
Implement the
Implement
the
ECM's
Prepare
the
ECM's
M&V Plan
Revise
Performance
Model
NO,
Needs Revision
Step 7
Implement the
ECM's
Step 8
Implement the
M&V Plan
NO,
Approach
not
Suitable
Test Performance
Model for
Uncertainty etc..
Model OK
Yes
D. Calibrated Simulation
 With software
Apply M&V
Performance
Model to Ongoing
Management
Save !
Define & Specify
Metering
Equipment
Define Ongoing
M&V Activities
Document the
M&V Plan
Done
19
A. Partially Measured Retrofit Isolation
Example: T12 to T8 lighting retrofit

Instantaneous measurements of lighting
power before and periodically after retrofit

Assumptions (stipulations) for operating hours
and burnout rates

Calculation of heating interaction from
electrical savings & boiler efficiency
20
B. Retrofit Isolation
Example: boiler replacement

Three separate test of boiler efficiency were
made before and after retrofit
 Boiler was effectively isolated by gas
meter on the input and heat meter on the
output

Savings are reported under base year
conditions
21
C. Whole Facility
Example: multiple energy conservation measures (ECM), operator training
& occupant awareness

Gas & electricity modeled by correlation
to heating degree days (HDD)

Adjustments made for new computers

Savings calculated under post retrofit
conditions as “avoided costs”
22
D. Calibrated Simulation
Example: ECM’s in one non-metered building of a multi-building complex

New electric and steam metered installed
RETScreen Energy Model - Energy efficiency measures project
Fuels & schedules
Schedule
Description
Temperature - space heating
Temperature - space cooling

Post retrofit energy use was computed with
software calibrated to match readings
Show data
Fuel
Fuel type
Fuel consumption - unit
Fuel rate - unit
Fuel rate
Temperature - unoccupied
Occupancy rate - daily
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Occupancy rate - annual
Heating/cooling changeover temperature
Length of heating season
Length of cooling season
Fuel type 1
Electricity
MWh
$/kWh
0.100
Fuel type 2
Natural gas - m³
m³
$/m³
0.400
Fuel type 3
Fuel type 4
Fuel type 5
Fuel type 6
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
Unit
Schedule 1
24/7
Schedule 2
Schedule 3
Schedule 4
Schedule 5
Schedule 6
°C
°C
23.0
23.0
+/-°C
h/yr
%
°C
d
d
Occupied
Occupied
Occupied
Occupied
Unoccupied
Unoccupied
Unoccupied
Unoccupied
Occupied
h/d
Occupied
h/d
Occupied
h/d
Occupied
h/d
0
0%
0
0%
0
0%
0
0%
16.0
242
123
Facility characteristics
Show:
Fuel saved
h/d
24
24
24
24
24
24
24
8,760
100%
Occupied
21.0
24.0
Unoccupied
3.0
Occupied
h/d
18.0
18.0
18.0
18.0
18.0
18.0
18.0
6,570
75%
Show data
Heating
GJ
Cooling
GJ
Electricity
GJ
Incremental
initial costs
$
Fuel cost
savings
$
Incremental
O&M savings
$
Simple payback
yr
0
-
-
0
0
0
-
-
0
-
0
0
0
-
2,686
0
-
60,000
28,659
0
2.1
0
0
60,000
28,659
0
2.09
Include
measure?
Heating system
Boiler
Cooling system
Air-conditioning

Baseline computed from “calibrated model”
and base year weather
Building envelope
Appartment building
Ventilation
Lights
Electrical equipment
Hot water
Other
Total
Savings = baseline - post
Show data
Fuel
Fuel type
Natural gas
Total
Project verification
Fuel type
Natural gas

2,686
Summary
Energy
Energy - base case
Energy - proposed case
Energy saved
Energy saved - %
Benchmark
Energy unit
Reference unit
User-defined
Benchmark
Energy
Energy - base case
Energy - proposed case
Energy saved
Fuel
consumption unit
m³
$
Base case
Fuel rate
0.400
Fuel
consumption
160,194.2
$
$
Proposed case
Fuel cost
64,078
64,078
Fuel
consumption unit
m³
Fuel
consumption historical
Fuel
consumption
Base case
160,194.2
Fuel
consumption variance
Heating
GJ
4,204
2,324
1,880
44.7%
Cooling
GJ
0
0
0
Electricity
GJ
0
0
0
Total
GJ
4,204
2,324
1,880
44.7%
Electricity
kWh/m²
0.0
0.0
0.0
Total
kWh/m²
155.7
86.1
69.6
kWh
m²
m²
7,500
2,000
Heating
kWh/m²
155.7
86.1
69.6
Cooling
kWh/m²
0.0
0.0
0.0
Fuel
consumption
88,546.3
$
$
Fuel cost
35,419
35,419
Fuel cost savings
Fuel saved
71,647.8
$
$
Fuel cost
savings
28,659
28,659
23
Project Example: M&V
Photovoltaic Power System, Toronto, ON, Canada
See template
Photo Credit: Carmanah Solar
24
Conclusions

Implementing an energy monitoring, targeting and reporting (MT&R) system can be a powerful way
to better manage energy project investments as well as identify additional project opportunities

The RETScreen Plus Performance Analysis Module can be used worldwide to monitor, analyse, and
report key energy performance data to facility operators, managers and senior decision-makers


A Data worksheet enables the user to create, import, calculate, filter, merge and store various
datasets needed to prepare an analysis

An Analytics worksheet helps the user establish a baseline for the project, predict the energy
consumption or production of a facility using regression analysis, set a target and then track
the energy performance of an ongoing basis

The Reporting worksheet allows the user to create, edit and output various datasets and
figures needed to properly present the analysis of the project
The measurement and verification (M&V) of actual savings (or production) achieved by a clean
energy project is an important final step in the energy decision chain
25
Questions?
www.RETScreen.net
26