This document outlines a project to establish savings algorithms and evaluation procedures for emerging technologies and innovative energy efficiency programs. It identifies knowledge gaps for technologies like ductless heat pumps, LED lighting, heat pump water heaters, advanced power strips, and biomass boilers. It recommends next steps like monitoring ductless heat pump installations to verify performance in cold weather and surveying residential advanced power strip purchasers. The overall goal is to close knowledge gaps and develop standardized protocols for calculating savings from these emerging approaches.

1. Main Headquarters: 120 Water Street, Suite 350, North Andover, MA 01845 With offices in: NY, ME, TX, CA, OR www.ers-inc.com
ESTABLISHING SAVINGS ALGORITHMS
AND EVALUATION PROCEDURES FOR
EMERGING TECHNOLOGIES AND
INNOVATIVE PROGRAM APPROACHES
Lead Author: Brian
McCowan
Co-Authors:
Philippe Dunsky (DEC) ;
Jonathan Livingston (LEI);
Mary Sutter (ODC)
Project Contributors:
Elizabeth Titus (NEEP)
Chris Neme (EFG)
presented by
Brian McCowan
ERS

2. Project Sponsor:
Regional Evaluation Monitoring and Verification
Forum;
Northeast Energy Efficiency Partnerships
(NEEP)
PROJECT
6/8/2014 2
Development of Savings Protocols for Emerging
Technologies and Program Approaches

3. Technologies:
Proposed for Program
Implementation
Recent Portfolio Additions
Established but Advancing Rapidly
Program Approaches
Not Widely Implemented
Not Fully Evaluated
EMERGING
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4. Emerging Technologies
Ductless Mini-Split Heat Pumps
Heat Pump Water Heaters
Solid State/LED Lighting
Set-top Boxes
Advanced Power Strips
Biomass Pellet Boilers & Furnaces
Program Approaches
Commercial Lighting Design
Commissioning & Retro-Commissioning
Whole Building Retrofits
CLOSE KNOWLEDGE GAPS & ESTABLISH PROTOCOLS
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5. Knowledge Gaps
 Heating Performance of New Low-Temperature Rated Units
 Performance of Recent High Efficiency Models
 Homeowner Experience; Control & Comfort
 Performance as Supplemental System
EM&V Recommendations
 Monitor Indoor and Outdoor Temperatures
 Monitor Consumption of DHP and Central System (if any)
 Interview Homeowners
DUCTLESS HEAT PUMPS
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6. Knowledge Gaps
 What are LED’s
Replacing; Incandescent,
CFLs
 Lumen/Lumen the Right
Metric
 Do Operating Hours Differ
from Conventional
Lighting
 Persistence Factors and
Measure Life
 How EISA Affects
Markets and Savings
Calcs
LED LIGHTING
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7. EM&V Recommendations
 Residential
• Adopt Deemed Values for Common Products
• Socket Surveys & Customer Interviews –
Satisfaction; Life; Persistence
 Commercial – Including Upstream
• Adopt Deemed Values for Common Products
• Develop Algorithms – Lumen/Lumen with
Adjustment Factors
• Participate in National/International Efforts
(DLC)
LED LIGHTING
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8. Knowledge Gaps
 Typical Install Locations for
Geographic Region
 Heat Pump or Hybrid
Operation
 Savings Effects of HW
Demand & Storage Sizing
EM&V Recommendations
 Assure that Savings
Protocols Include:
• Ambient Temperature
Factors
• Sizing Considerations
• Net Effects if Outdoor
Ducted
 Develop Deemed Values
HEAT PUMP WATER HEATERS
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9. HEAT PUMP WATER HEATERS
6/8/2014 9

10. Knowledge Gaps
 Persistence
 Product Compatibility
 Proper DIY Installation
EM&V Recommendations
 Residential
• Interview Purchasers 3-6 Months Following Installation
• Track Success of DIY vs Professional Install
 Commercial
• Monitor Consumption Pre – Post Install or with Control
group
ADVANCED POWER STRIPS
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11. Knowledge Gaps
 Conventional Fuel Replacement or Partial
Displacement
 Persistence of the Savings vs Advancing Heat
Pumps and Gas Systems
 Fuel Supply Stability
EM&V Recommendations
 Treat the Measure as Pure Fuel Switch
 Or; if Program is GHG Focused; Fuel Neutral,
Source Calculation
BIOMASS PELLET BOILERS & FURNACES
6/8/2014 11

12. Cable; Satellite; Gaming; Streaming
Knowledge Gaps
 Progress of New Models
 New Equipment or Refurbished
 Decisions - National or Regional Basis
EM&V Recommendations
 Engage the Service Providers
 Supplement National Study Data with Local
Studies on Usage Patterns
SET-TOP BOXES
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13. Commercial Lighting Design
 Base Calculations on LPD & Deemed or Recorded
Operating Hours
 Require Lighting Quality Best Practice
 Support Advanced Technologies
Commercial Commissioning
 Establish a Site Specific Baseline
 Monitor Pre/Post Consumption
 Establish Schedule for Continuous Improvement
PROGRAM APPROACHES
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14. Whole Building Retrofit Programs
 Develop Fuel Neutral Approach
 Modeling, Billing Analysis, Monitoring all Valid
Approaches
 Billing Analysis and/or Monitoring to Calibrate
Models
 Unregulated Fuels (oil, biomass) Present
Challenges
 Develop Algorithms that Incorporate Interactive
Effects
PROGRAM APPROACHES
6/8/2014 14

15. Forum Selected Technologies for Primary Research
 Ductless Heat Pumps
• Monitor 35 Installations: Maine, New York, Mid
Atlantic
• Verify Cold Weather Performance
• Verify Homeowner Usage Patterns
 Advanced Power Strips
• Survey 100 Residential Purchasers
• Monitor 40 - 80 Commercial Installations
• Verify Savings and Persistence
PROJECT NEXT STEPS
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