Quantifying the annual energy impacts of efficient technologies in commercial buildings has been well established by the building science field. As we move toward enabling grid-interactive efficient buildings (GEB) targeting flexible building operation and carbon reduction, quantification methods to evaluate time-sensitive peak load and emissions impact are much less defined. A number of national laboratories are working to field validate four different GEB software solutions that provide the capability to control multiple building end-use systems in multiple load flexibility modes (i.e., energy efficiency, load shed, load shift, and possible load modulation at the second to sub-second level). To guide the laboratory leads in effective measurement and verification (M&V) practices, two of the laboratories collaborated to define metrics to quantify the impacts of flexible load control on building demand, utility costs, carbon emissions, facility management, and occupant comfort. This paper summarizes the proposed metrics to quantify peak load and emission impacts in the field, decision parameters, approaches to accurately conduct M&V, lessons learned, and outstanding needs and next steps.

Advanced measurement & verification (M&V), or M&V 2.0, is an energy data analysis method using advanced metering infrastructure (AMI) data in combination with analytics to quantify energy efficiency project savings. Advanced M&V is viewed as an enabler for underutilized behavioral, retrocommissioning, and holistic multi-measure efficiency efforts, as quantifying savings for these programs with existing methods has typically been very challenging. Despite its promise, there are still several unanswered questions about the use of advanced M&V such as: How accurately can these tools quantify energy savings? How can advanced M&V satisfy regulatory requirements for rigorous savings estimates? Where and how does advanced M&V intersect with traditional impact evaluation and the principles of ‘embedded’ evaluation, measurement & verification (EM&V)? Pilots are being pursued in various regions and program contexts to address these research questions. However, results from these pilots are rarely made public, meaning that lessons may not be widely shared and the scope of analyses varies widely. The paper presents encouraging results from a recent advanced M&V pilot and discusses key process-related aspects such as managing AMI data and refining analysis methodologies. An approach to reviewing and classifying projects based on savings characteristics and magnitude is demonstrated, as a potential risk management tool. The authors also demonstrate how advanced M&V can identify underperforming projects and non-routine events in a timely manner. The paper also outlines lessons learned from this and other recent pilot activity and barriers to be overcome in moving toward the goal of widespread adoption of holistic meter-based programs.

The surge in interval meter data availability and associated activity in energy data analytics has inspired new interest in advanced methods for building efficiency savings estimation. Statistical and machine learning approaches are being explored to improve the energy baseline models used to measure and verify savings. One outstanding challenge is the ability to identify and account for operational changes that may confound savings estimates. In the measurement and verification (M&V) context, ‘non-routine events’ (NREs) cause changes in building energy use that are not attributable to installed efficiency measures, and not accounted for in the baseline model's independent variables. In the M&V process NREs must be accounted for as ‘adjustments’ to appropriately attribute the estimated energy savings to the specific efficiency interventions that were implemented. Currently this is a manual and custom process, conducted using professional judgment and engineering expertise. As such it remains a barrier in scaling and standardizing meter-based savings estimation. In this work, a data driven methodology was developed to (partially) automate, and therefore streamline the process of detecting NREs in the post-retrofit period and making associated savings adjustments. The proposed NRE detection algorithm is based on a statistical change point detection method and a dissimilarity metric. The dissimilarity metric measures the proximity between the actual time series of the post-retrofit energy consumption and the projected baseline, which is generated using a statistical baseline model. The suggested approach for NRE adjustment involves the NRE detection algorithm, the M&V practitioner, and a regression modeling algorithm. The performance of the detection and adjustment algorithm was evaluated using a simulation-generated test data set, and two benchmark algorithms. Results show a high true positive detection rate (75%-100% across the test cases), higher than ideal false positive detection rates (20%-70%), and low errors in energy adjustment (<0.7%). These results indicate that the algorithm holds for helping M&V practitioners to streamline the process of handling NREs. Moreover, the change point algorithm and underlying statistical principles could prove valuable for other building analytics applications such as anomaly detection and fault diagnostics.

Faults occurring in heating, ventilation and air-conditioning (HVAC) systems have significantly negative impacts on building energy consumption, occupant comfort, and indoor air quality. In the past thirty years, extensive research has been conducted on fault detection and diagnostics (FDD) methods, and there are now dozens of commercially available FDD software tools. Growing adoption of FDD tools has the potential to generate a massive and useful data set on fault characteristics. However, the lack of a unifying taxonomy is a significant barrier to efficient analysis and evaluation of FDD outputs. Therefore, there is a strong need to develop a robust taxonomy which can better represent and interpret FDD output data. This paper documents the development of a unifying taxonomy for HVAC system faults in commercial buildings, with initial focus on air handling units, variable air volume terminal units, and roof top unit systems. The developed fault taxonomy employs both a physical hierarchy of HVAC equipment and a cause-effect relationship model as tools to better understand and support root cause analysis for HVAC faults. A variable air volume terminal unit is used as an example to demonstrate the application of the developed fault taxonomy. The taxonomy has short-term application in a major U.S. study on fault prevalence, and promises longer term benefits to FDD software developers and building operators by creating a foundation for improved approaches to identifying and resolving HVAC faults.

Detecting and diagnosing HVAC faults is critical for maintaining building operation performance, reducing energy waste, and ensuring indoor comfort. An increasing deployment of commercial fault detection and diagnostics (FDD) software tools in commercial buildings in the past decade has significantly increased buildings’ operational reliability and reduced energy consumption. A massive amount of data has been generated by the FDD software tools. However, efficiently utilizing FDD data for ‘big data’ analytics, algorithm improvement, and other data-driven applications is challenging because the format and naming conventions of those data are very customized, unstructured, and hard to interpret. This paper presents the development of a unified taxonomy for HVAC faults. A taxonomy is an orderly classification of HVAC faults according to their characteristics and causal relations. The taxonomy includes fault categorization, physical hierarchy, fault library, relation model, and naming/tagging scheme. The taxonomy employs both a physical hierarchy of HVAC equipment and a cause-effect relationship model to reveal the root causes of faults in HVAC systems. A structured and standardized vocabulary library is developed to increase data representability and interpretability. The developed fault taxonomy can be used for HVAC system ‘big data’ analytics such as HVAC system fault prevalence analysis or the development of an HVAC FDD software standard. A common type of HVAC equipment-packaged rooftop unit (RTU) is used as an example to demonstrate the application of the developed fault taxonomy. Two RTU FDD software tools are used to show that after mapping FDD data according to the taxonomy, the meta-analysis of the multiple FDD reports is possible and efficient.

In a rapidly evolving energy industry, utilities are dealing with new challenges like integrating distributed energy resources and market saturation for advanced lighting retrofits. Demand-side management programs require new approaches to meet aggressive carbon reduction goals. Advanced measurement & verification (M&V) is an energy data analysis method using smart meter data in combination with analytics to quantify energy efficiency project savings. Advanced M&V shows great promise for supporting next generation commercial programs including retro commissioning, multi-measure retrofits, and behavior change programs. Advanced M&V captures real project impacts at the meter, but sometimes non-project events can also impact consumption (so-called “non-routine events” [NREs]). Accurately detecting and accounting for NREs is important for reducing uncertainty of savings estimates and helps manage investment risk for different stakeholders (e.g., utilities, building owners, ESCOs). Recent research has shown promise in establishing data-driven techniques to identify and adjust for NREs, but fundamental questions still remain, such as: how can you distinguish NREs from acceptable noise in energy consumption profiles? What is the frequency and magnitude of NREs? Can their detection and adjustment be automated and streamlined? This paper documents the state of the art in NRE quantification and analysis. The results of research to quantify the frequency, nature and direction of NREs, and methods and metrics for determining a trigger threshold for taking action on NREs are presented. The paper also documents the latest technical guidance on application of NRE detection and adjustment methods.

As building energy and system-level monitoring becomes more common, facility teams are faced with an overwhelming amount of data. This data does not typically lead to insights, corrective actions, and energy savings unless it is stored, organized, analyzed, and prioritized in automated ways. The Smart Energy Analytics Campaign is a public-private sector partnership program focused on supporting commercially available energy management and information systems (EMIS) technology use and monitoring-based commissioning (MBCx) practices. MBCx is an ongoing commissioning process with focus on analyzing large amounts of data on a continuous basis. EMIS tools are used in the MBCx process to organize, present, visualize, and analyze the data. With campaign data from over 400 million square feet (sq. ft.) of installed space, this paper presents the results achieved by owners that are implementing EMIS, along with associated technology costs. The study’s EMIS users that reported savings achieved the median cost savings of $0.19/sq. ft. and 7% annually, with savings shown to increase over time. For 35 portfolio owners, the median base cost to install an EMIS was $0.03/sq. ft., with an annual recurring software cost of $0.02/sq. ft. and an estimated annual labor cost of $0.03/sq. ft. Two types of EMIS systems—energy information systems and fault detection and diagnostic systems—are defined in the body of the paper. Of the two, we find that fault detection and diagnostic systems have both higher savings and higher costs. The paper offers a characterization of EMIS products, MBCx services, and trends in the industry.

As decarbonization goals drive increasing levels of renewable generation, there is a need to understand the time- and location-based savings benefits of demand-side management (DSM) programs. The challenges of the 'duck curve' are driving the utility industry to consider how programs can be optimized to match demand profiles with low carbon generation resources. From an infrastructure standpoint, time- and location-targeted DSM could serve as a ‘non-wires alternative’ (NWA) to defer equipment upgrades. Additional DSM value streams are motivating innovation in savings evaluation, providing more resolved insights beyond the total annual program impact. Methods grounded in the principles of billing analysis, leveraging hourly metering at the distribution grid, can provide new visibility into the spatial and temporal savings achieved through DSM. A large body of work has investigated related topics including interval meter-based savings analysis, the time- varying nature of efficiency measures, and NWA. A less studied topic concerns the impact of DSM on the grid, based on metered consumption. This paper presents an analysis of interval data across more than 25,000 customers and twelve substations, from the Sacramento Municipal Utility District. The results show for different locations on the grid: achieved savings and the impact on grid consumption; hourly savings shapes for DSM program participants and non-participants, and how those shapes vary with season; and the impact of the programs on peak demand. These findings show the current impact of DSM, with implications for future, more intentional targeting as the utility continues to pursue aggressive electrification, efficiency, load flexibility, and reliable NWA.