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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 [email protected]
Christie SphoonEnergy Specialist
Schools Programs503.373.7430 [email protected]
Kaci Radcliffe Energy Analyst 503.378.4041 [email protected]
Tom Elliott Energy Analyst 503.373.7085 [email protected]
Blake Shelide Facilities Engineer 503.373.7809 [email protected]
SB 1149 Program General information 503.378.4040 [email protected]
Questions
