Measurement and Verification in ESPCs  

Education Type: 
3 Hours


AIA Learning Units: 
3.0 LU | HSW
0.4 CEU

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This course is intended to provide students with a thorough understanding of the key issues
in measurement and verification (M&V) of energy savings performance contracts (ESPCs) so that they can negotiate for better M&V in their projects. There are three modules. The first introduces basic M&V concepts such as the critical importance of M&V in performance contracts, the inherent un-measurability of savings, savings uncertainty, the difference between retrofit isolation and whole building M&V approaches, and the four IPMVP-sanctioned M&V "options."

The second module discusses each of the M&V options in greater detail and provides guidance on why one would select a specific option over the others, given a realistic project scenario and energy conservation measure (ECM). The third module covers some of the common issues that one might encounter in evaluating an energy service company's (ESCO's) proposed M&V plan and introduces M&V resources available to help address them.


Phil Coleman, Lawrence Berkeley National Laboratory   

Phil has worked at Lawrence Berkeley National Laboratory (LBNL) since 1996. He spearheads an initiative sponsored by DOE's Federal Energy Management Program (FEMP) to educate federal facilities on efficiency and renewable incentives, demand response, utilities procurement, and "rate-responsive building operation." In addition, Phil is the technical lead in the northeast and Mid-Atlantic U.S. for FEMP's energy savings performance contracting (ESPC) program. Before joining the Lab, Phil prepared market research for a fast-growth alternative air-conditioning company, Engelhard/ICC, and conducted residential audits and program evaluations for Wirtshafter Associates, an energy consulting firm. He received his bachelor's degree from Earlham College (1986), and a Master of Science in energy management and policy from the University of Pennsylvania (1994). He also holds the Association of Energy Engineers' Certified Energy Manager (CEM) and Certified Measurement and Verification Professional (CMVP) designations.

Shankar Earni, Lawrence Berkeley National Laboratory   

Shankar Earni is a Program Manager for the Sustainable Federal Operation Group at Lawrence Berkeley National Laboratory, supporting the Federal Energy Management Program (FEMP). He primarily concentrates on Measurement and Verification (M&V) activities supporting Federal agencies to verify energy savings from various projects. Prior to LBNL, he worked as a Senior Performance Assurance Specialist at Johnson Controls Inc., where he was responsible for managing a performance contracting guarantee portfolio. He received his Ph.D. in Industrial Engineering and Management and an M.S and B.S in Mechanical Engineering. He also holds the Association of Energy Engineers' Certified Energy Manager (CEM) and Certified Measurement and Verification Professional (CMVP) designations.

Learning Objectives

By completing this course you will have a demonstrated knowledge of:

  • Describe the rationale for M&V in ESPCs and the general process for how it should be conducted;
  • Identify the four main M&V options (retrofit isolation options, A & B; whole building utility bill analysis, Option C; and calibrated simulation, Option D) and choose an appropriate one given a representative ECM and project scenario;
  • Understand the four categories of operational characteristics relevant to M&V: constant load, timed schedule (CLTS); variable load, timed schedule (VLTS); constant load, variable schedule (CLVS); and variable load, variable schedule (VLVS); and
  • Recognize common issues in ESCOs' M&V plans and describe potential solutions; in addition, identify some of the key M&V resources from FEMP and other organizations and understand their applicability.