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Energy Performance Validation Program Steps

  1. Complete the application form including the participation agreements from a minimum of two Demonstration Host Sites
  2. Application Review/Approval
    NYSERDA reviews the application to ensure the proposed project meets program requirements, and either approves it as submitted, requests clarification or additional information, or rejects it. NYSERDA may reject any application if it does not meet ETAC-CI program requirements. Upon approval of a completed application, NYSERDA issues a Project Approval Letter.
  3. Performance Validation Plan
    The NYSERDA-assigned Technical Consultant (TC) visits Demonstration Host Sites and develops a Performance Validation Plan for the proposed project. The Performance Validation Plan will include evaluation of barriers and performance factors, and measurement and verification (M&V) of energy savings. M&V will follow the protocols of the International Performance Measurement & Verification Protocol (IPMVP) but will be customized to the project, and is generally broader in scope and longer in duration than standard M&V protocols. Typically, one to two years of monitoring will be required. Exception: If, after review of the project application and site inspections, NYSERDA identifies "fatal flaws" in the project (for instance, resulting from building code or health and safety issues) that cannot be resolved through a mutually acceptable solution (e.g. substitution of a different Demonstration Host Site), NYSERDA reserves the right to cancel the project at this stage. Project Participation provides written acceptance of the Performance Validation Plan before proejct installation/implement begins. Some M&V measurements may be required prior to installation of new equipment or project implementation. For reference, see Sample Performance Validation Plan Template [PDF].
  4. Project Installation/Implementation
    The Project Participant is responsible for project installation or implementation (and all associated costs) at Demonstration Host Sites. NYSERDA will schedule a site visit to inspect the installations and implementation of Performance Validation Plans. The Project Participant submits an interim project report the includes documentation of project implementation, costs and deliverables (including a commissioning report where applicable).
  5. Performance Validation and Reporting
    The TC conducts performance validation tasks with support from the Participant Team, such as providing access to relevant data and equipment. The TC then prepares a Project Final Report documenting performance validation results. The Project Participant is responsible for providing interim reports semi-annually to NYSERDA, as well as a final project performance report at project completion, to share findings such as commissioning results, project performance, costs, barriers identified and remedies tried and recommended, pathways to successful project replication in New York State, and other lessons learned.
  6. Provide Case Study and Outreach
    The Project Participant prepares a Case Study for the project, with assistance from NYSERDA. The Case Study presents an overview of the technology or approach demonstrated, and performance results (e.g., energy savings, non-energy benefits, identification of market barriers, etc.) of the demonstration. A template for the Case Study will be provided by NYSERDA. With the exception noted below, all Participant Teams are required to identify and lead in two or more outreach activities in addition to the Case Study. Outreach activities will be targeted to a New York State audience and may include, but not be limited to: press events and releases, site tours, and presentations at webinars or conferences. Depending on project progress and outreach opportunities that arise, outreach activities may be undertaken during or following the performance validation period. NYSERDA will approve outreach activities in advance. Exception: For projects where the performance validation reveals that savings or performance are substantially below anticipated levels, Project Participant is required only to complete the Case Study, and no additional outreach activities are required.
Last Updated: 05/16/2014